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Stat 6.1 - User Guide

Introduction to Stat Connecting to Stat Change/Service Requests Stat Consoles Tasks and Time Entries Stat Projects Search Engines Reports and Graphs Personal Rules Object Tools and Wizards Change Management for PeopleSoft
Object Management (PeopleSoft) Object Archives (PeopleSoft) Object Migrations (PeopleSoft)
Change Management for Oracle Applications
Object Management (Oracle Applications) Patch Management Object Archives (Oracle Applications) Object Migrations (Oracle Applications)
Change Management for Generic Applications
Object Management (Generic Applications) Object Archives (Generic Applications) Object Migrations (Generic Applications)
Appendix: Troubleshooting Chart Appendix: Migration Options Appendix: User-Specific Parameters Appendix: Supported PeopleSoft Proprietary Objects Appendix: Stat Reports

The Task/Activity Tab

The Task/Activity Tab

The Task/Activity tab displays a list of all project tasks. It is similar to the Task/Time tab on a CSR window with the exception that this list has an additional column indicating the number of the CSR to which the task belongs.

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NOTE: If you want to sort a particular column on the Task/Activity tab in ascending order, click once on the column heading. If you click on the same column again, Stat changes the sorting to descending.

Adding a New Task

You can add tasks to a project at any time.

To add a task:
1
On the Task/Activity tab, click New....
Because tasks are always associated with a CSR, you need to select an available CSR from the project list before adding the new task.
2
In the Select CSR dialog box, select a CSR and click OK.
Stat opens the Edit Activity window.
3
Follow the procedure for creating tasks in Tasks and Time Entries .

The CSR/Task List Region

The CSR/Task list region displays read-only information about CSRs and tasks.

CSR/Task Column

Displays the CSR number and a brief description, followed by its tasks. The list is sorted chronologically by start date.

Start Column

The start date and time of the CSR and task.

End Column

The due date and time of the CSR and task.

Duration Column

The life cycle of the CSR or task measured in days and hours.

% Complete Column

The completion percentage of the tasks.

Assigned To Column

The user responsible for the CSR or task.

The Issues Tab

The Issues tab is where you can document and keep track of problems and concerns specific to a project or to any of the CSRs it contains. An issue can be anything that in some way affects a project, such as a technical question or a scheduling conflict.

Like CSRs, issues are assigned to users who are responsible for resolving the problem they represent. However, the Issues tab is meant for informational purposes only. Unresolved issues do not prevent you from closing a CSR or project.

From the Issues tab of the Project window, you can also document and track issues affecting any of the CSRs contained in the project. To view or add CSR issues from the Project window, click CSR Issues. This changes the view of the Issues tab from project issues to CSR issues. For more information, see Issues Tab .

To add a CSR issue from the Project window:
1
In the Issues tab, click New.
Stat displays the Select CSR dialog, which displays a list of all the CSRs that belong to the project.
2
Select the CSR for which you want to add an issue. Then click OK.
3
Complete the remaining steps for adding a CSR issue as described in Change/Service Requests .
4
To switch back to the project issues view, click Project Issues.
To add a project issue:
1
In the Issues tab, click New. Stat opens the Edit Issue window.
2
In the Assigned To field, select the user responsible for resolving the issue.
3
In the Status field, select the current status of the issue. Available options are defined by you system administrator.
4
Enter information in the two custom label fields as determined by your system administrator.
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NOTE: The custom label fields and Status options are defined in the Issue Tracking maintenance table. For more information, see the Stat System Administration Guide, Chapter 4, "General Maintenance Tables."
5
In the Description field, enter a detailed description of the issue.
6
Click OK.
7
In the Project window, click Refresh to see the issue just created.
To close an issue:
1
In the Issues tab, select the issue you want to close. Then click Edit. Stat opens the Edit Issue window.
2
In the Status field, select the appropriate closed-type status. When you select a closed-type status, the Closed field automatically displays the current date and time.
3
In the Resolution field, enter a description of how the issue was resolved.
4
Click OK.
5
In the Project window, click Refresh. Closed issues are displayed in gray.
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