Stat 6.3 - Web User Guide

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.

The user assigned to the task is determined by how your system administrator configured the task. It can be the user who opened the CSR, a pre-defined user, the user assigned to the CSR, the user currently logged on, or a user which you must select. Remember that each task in a CSR can be assigned to a different user.

Adding tasks manually

You can manually add tasks to a CSR at any time and assign them to other users in the service domain of the CSR.

To add a task manually to a CSR:

In the CSR window, click the Tasks link in the View tab of the CSR window.

In the Tasks list, click New Task to open the New Task window.

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.

(Optionally) In the Description field, enter a brief description of the task. By default, the Description displays the selected activity type.

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.

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.

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.

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.

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.

Stat automatically updates the %Complete field if you enter any Time Entries.

Click Create when you are finished.

Posting time to tasks

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.