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Stat 6.0 - 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

Opening Existing CSRs in Full Edit Mode

1
Select File | Open CSR, or click the Open Existing CSR button on the toolbar.
Stat opens the Search CSR Engine, which locates CSRs according to specified search criteria.
In the Support Console window, select the desired CSR and click Open CSR. The Support Console window is discussed in greater detail in the next chapter, Stat Consoles .
If you opened the CSR recently before, select File | Recent. Then on the submenu select the CSR. The submenu lists the last 10 opened CSRs.

Opening Existing CSRs in Change Management Mode

You can set Quest® Stat® to open existing CSRs in Change Management mode, which is the view displayed when you click Advanced on a change management tab. Changing the default CSR view setting can save time if you are primarily concerned with change management and version control issues and do not usually need the information displayed on a CSR window in full edit mode. For more information on general information fields and function-specific tabs, see The CSR Window .

The first tab of the Change Management/Version Control window, CSR Info, displays in a read-only format the general information fields of the CSR as well as its long description.

If you want to edit any of the information displayed on the CSR Info tab, click Edit. This opens the CSR window in full edit mode.

To change the default setting so that CSRs are opened in change management mode, do one of the following:

In the Stat Toolbar, click the CSR Change Management Mode button.
Select User Options | Stat Options and in the CSR Open Window field, select CSR Change Management Window. Then click OK.

The Record Lock Warning

When you open a new or an existing CSR, Quest® Stat® puts a lock on it so that other users cannot make changes to the CSR while you are updating it. If you attempt to open a CSR that someone else is currently updating, Stat displays the Record Lock Warning dialog box.

This window tells who has the lock on the CSR and when it was locked. From this window you have three options:

Do Not Open – This button enables you to abort the request to open the CSR
Read Only – This allows you to open the CSR for viewing purposes only. Any changes you make to the CSR will not be saved to the database.
Override Record Lock – This option allows you to take ownership of the CSR lock. Stat opens the CSR and lets you make changes. The user from which you took the lock will not be able to save his or her changes.

The CSR Window

A CSR window is divided into two sections: global and function specific. The global section (upper half) contains information that is pertinent to all the function specific tabs (lower half).

Function specific tabs display more specific information about a CSR. The CSR window can contain up to nine tabs. Some tabs are optional and are displayed depending on the current service domain or the selected CSR type. Your security settings may restrict access to these tabs.

The function specific tabs displayed on all CSRs include:

Depending on service domain or CSR type, CSRs can also include one or more of the following tabs:

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