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Stat 6.0 - System Administration Guide

Overview of Stat Administration Administrative Utilities Stat Security General Maintenance Tables
System Maintenance Service Domain Maintenance Department Maintenance Country Maintenance Customer Maintenance Object Type Maintenance PeopleSoft Environment Connection Maintenance Pre/Post Migration Steps Parameters Oracle Applications Configuration Oracle Applications Connection Maintenance Generic Application Connection Maintenance Schema Object Parameters Maintenance Data Object Maintenance PeopleSoft Search Configurations Stat Report Definition Maintenance Version Control Management Connection Maintenance
Service Domain-Specific Maintenance Configuring the Stat Central Agent Email Configuration Object Security Appendix: Sample Service Domain Configuration Appendix: User Class Rights Appendix: Creating a Staging Database Appendix: Database Tuning Appendix: Oracle Applications File Type Directory Appendix: Ports and Firewalls Appendix: Stat Web Services Appendix: Troubleshooting Chart Appendix: stat.conf Configuration Appendix: Custom Report Files

Workflow Maintenance

The Workflow Maintenance table defines sets of rules that regulate the sequence and conditions by which CSRs can change from one status to another. For example, a workflow can enforce that all the tasks associated with an activity must be completed or that a migration to a specific environment take place before a CSR can be changed to a closed-type status. Workflows are based on a combination of service domain and CSR type. If you define more than one workflow for a given combination of service domain and CSR type, you can designate one of them as the default workflow.

When defining a workflow, you first specify such basic information as its name and the CSR type that triggers it in the Workflow Maintenance table. Then in a separate window you create a template diagram that defines the sequence of status changes, beginning with an initial, opening status and ending in one or more closed-type statuses. As you build the diagram, you can also define transfer rules and status rules, which further regulate CSR status changes. Transfer rules enforce conditions which must be met before a CSR can change from one status to another, whereas status rules apply restrictions to a CSR while it is in a particular status.

Workflow security is controlled by the following user class rights:

The Workflow Maintenance table is displayed in a standard maintenance window. To open this window, select Maintenance | Domain-Specific | Workflow.

NOTE: If you select a migration path, only that migration path will be available on the CSR. If you want the availability of multiple migration paths on the CSR, in the Module field, select N/A and in the Migration Path field, select Any. However, be aware that if you plan on defining transfer rules or status rules that involve environments, you must select a migration path for the workflow.

Active

If selected, activates the value in stat

Workflow Name
(Required Value)

The name of the workflow

CSR Type
(Key Value)

The CSR type that, in combination with the service domain, triggers the workflow. Options include all the CSR types defined for the selected service domain.

Module

If the workflow involves migrations, the change management support module that determines which migration paths are available on the CSR. Options include any module defined for the service domain, such as PeopleSoft, generic application, or N/A (if none).

Migration Path

The migration path, if any, assigned to CSRs controlled by the workflow.

If you plan on defining transfer rules or status rules that involve environments, you must select a migration path for the workflow.

Default

Indicates if this is the default workflow for the combination of service domain and CSR type

Obj Control

If selected, allows the user designing the workflow to define status rules that prevent users from adding objects to a CSR while it is in a particular status.

Last Update
(Read Only)

The date and time that this record was last updated

Update By
(Read Only)

The user who last updated this record

Template Diagrams

After you have defined a new workflow in the maintenance window, click Apply to save your work. Then select the workflow and click Template.... This opens the Workflow Template window. The left section of the window contains icons corresponding to each CSR status defined for the selected CSR type. The right section of the window is where you arrange the icons to create a graphical diagram representing the sequence of the workflow, beginning with an initial, opening status and ending in one or more closed-type statuses.

The dashed outline in the Workflow Template window indicates the maximum size of the Workflow tab in the CSR window. If your diagram extends beyond the dotted outline, you will have to scroll in the Workflow tab to view the entire diagram.

Click Cleanup to snap the status icons to a grid and redraws the connection lines so that they are centered evenly between status icons
Click Export to export the workflow diagram to an image file
Click Print to print the diagram if it’s entirely visible in the window
Click Resize & Print if the diagram is large and you want to shrink it down to a size that can be printed on a single page
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Click OK or Apply to save your work.

You can move status icons in a workflow diagram either by dragging and dropping, or you can select an icon and use the arrow keys. When you move icons with the arrow keys, any transfer connection line graphics are moved as well.

To remove a status icon or a transfer connection, right-click on the graphic and in the pop-up menu, select Delete Step or Delete Link, respectively. To remove a status icon connected to another icon, you must first remove the transfer connection.

Workflow Rules

In addition to the status change sequence defined by a workflow diagram, you can further regulate the life cycle of CSRs by defining transfer rules and status rules. Transfer rules stipulate conditions which must be met before a CSR can move from one status to another. Status rules limit the range of certain values available in a CSR while it is in a particular status.

Transfer Rules

After connecting two statuses in the Workflow Template window, you can define a set of transfer rules that specify conditions that must be met before the status change may occur. Using transfer rules you can stipulate the following:

Stat records the time and date when a CSR enters a status and when it exits that status. This means if you define two or more transfer rules in a workflow that requires migrations to the same environment, performing the migration the first time will not satisfy the other rule(s) that require the same migration. For example, let’s say you define two transfer rules: the first rule says a migration must occur to the Production environment before a CSR can transfer from the status A to the status B. The second rule also says a migration to Production must occur before the CSR can change from the B status to a third status, C. Because Stat records the time and date that a CSR is in a particular status, the first transfer rule can only be satisfied if the migration occurs during the time the CSR is in status A, and the second transfer rule can only be satisfied if the migration occurs during the time the CSR is in status B.

Select User if you want to authorize individual users to make the status change. Then in the displayed list of users, select each user you want to authorize.
Select Users in Class if you want to authorize all the users in specific user classes to make the status change. Then in the displayed list of user classes, select each user class you want.
NOTE: The environments displayed in the Migration To field, if any, are determined by the migration path specified in the Workflow Maintenance table. In addition, you can assign user class rights that enable users to migrate to any environment in the migration path regardless of transfer rules.
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Click OK or Apply to save your work.
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