As you create a new CSR or change the information on a CSR, Stat® evaluates your entry and adds new tasks as needed. This type of task is called an auto task. Stat auto task capabilities let you quickly define advance workflows, including what takes place, when, and by whom. For example, as the status of your CSR changes from Approved to Move to Production, Stat can automatically create and assign various tasks to different users, such as back up database or inform users PeopleSoft will be unavailable from 2 to 3.
Auto tasks are activated by the Application, CSR Type, and Status fields of a CSR. If your CSR contains an application, type, or status that has an associated auto task, Stat automatically adds it to the Task window.
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Click in the Activity Code field and select an activity code from the list. Activity codes identify job categories that group related tasks. If the task does not fall into one of the pre-defined categories, select Other Activity - Specify. |
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(Optionally) In the Description field, enter a brief description of the task. By default, the Description displays the selected activity type. |
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In the Start Date field, click the Calendar icon and select the date when the task is to be started. Most likely it will be the current date, but you can specify any date you want. |
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In the Due Date field, click the Calendar icon and select the date when the task should be complete. The due date of an auto task is determined by the system administrator. For example, the system administrator can specify that the task is due three days before the due date of the CSR. When you manually add a new task, the due date defaults to the CSR due date. You can also modify the due date if necessary. |
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Click in the Assigned to field and select the user you want to assign this task. The list includes all active users for the service domain. |
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In the Estimated Hrs field, enter the estimated number of hours it will take to complete the task. A value in this field is necessary for the system to determine the complete percentage. |
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In the Comments field, type any comments regarding this task. Some tasks may require a comment when completed. Stat notifies you of this by displaying the word Required next to this field. |
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Stat automatically updates the %Complete field if you enter any Time Entries. |
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Click Create when you are finished. |
Stat® allows you to track the progress of a task by entering the exact time spent on it. Post the time in the Task Entry section of the Tasks window.
NOTE: Although you cannot post time to tasks opened directly from read-only CSRs, with proper security rights, you can post time to any task opened from a Task Query list, including tasks not assigned to you and tasks associated with closed or read-only CSRs. |
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Do one of the following to open the Tasks window: |
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From a Task Query: In a Task Query list, select the task. |
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Scroll down to the Time Entries section, which displays tasks already saved to the Stat Repository. |
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To add a new Time Entry click Add Time. |
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By default, the current date is displayed in the Date field. |
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Click in the User field and select the user that performed the work. |
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In the Hours fields, enter the number of hours spent on the task. You can use decimals to post portions of an hour, for example, 4.35. |
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Optionally, enter a textual description of the work in the Comments field. |
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When finished, click Add to save the time entry. |
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