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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

Patches - PeopleSoft and Generic Applications

For PeopleSoft and generic applications, the Patches tab displays general information about patches, such as its name or ID, a brief description, and comments. More specific patch information is displayed in the Patch window, including the incidents addressed by the patch and any dependencies that must be resolved before the patch can be applied.

The ability to add, edit, or delete patches is controlled by user class security rights.

System administrators associate the Patches tab with certain CSR types. Whenever a user selects one of these associated CSR types, the Patches tab is displayed in the CSR window.

For PeopleSoft version 8 and higher, you can use the Read Project Wizard to read in the objects of a PeopleSoft patch (defined in the form of a maintenance project). This way, Stat automatically populates the Patch tab with the information contained in the project. For more information on using the Read Project Wizard to read in PeopleSoft patches, see Object Management (PeopleSoft) .

Although the Read Project Wizard works only in conjunction with PeopleSoft, you can manually document a patch (including incidents and dependencies) for any application.

1
In the Patch tab, click New. Stat opens the Patch window.
2
In the Project ID field, enter a name or ID that uniquely identifies the patch and, optionally, enter a brief description and comments in the remaining fields. Then, optionally, click the Incidents tab.
3
Click New. Then in the Incident ID field, type the name or ID of the incident. To delete an incident record, select it and click Delete.
The Dependency tab displays a list of incidents that are addressed in other patches and must be resolved before the current patch can be applied. When you click Calculate, Stat identifies which patches and CSRs, if any, were used to resolve the specific dependencies. The results may include patches and CSRs in other service domains since dependencies are not service domain-specific. Using the Dependency tab is optional.
5
Click New. Then in the Incident ID field, enter the ID that uniquely identifies the incident addressed in another patch. To delete a dependency record, select it and click Delete.
6
8
(Optional) Click Calculate to create or update the display.
9
Click OK to save your work and close the Patch window.

CSR Workflows

Workflows are based on a combination of service domain and CSR type. They regulate the sequence and conditions by which CSRs can change from one status to another. For example, the workflow template diagram displayed in the figure below dictates that from a start status of Proposed, the CSR can transition into one of two possible statuses: Cancelled or Approved.

Workflow Rules

In addition to the sequence of status changes enforced by the template diagram, workflows can include rule definitions that stipulate conditions which must be met before you can change a CSR from one status to another. For example, before you can change a CSR to a closed-type status, a workflow rule can require that all the tasks associated with an activity be completed or that a migration to a specific environment take place. Workflow rules consist of transfer rules and status rules.

For more information on workflow rules, see the book, Stat System Administration, Chapter 5, “Service Domain-Specific Maintenance.”

Transfer Rules

Transfer rules define conditions which must be met before you can move a CSR from one status to another. A transfer rule can stipulate the following:

In the diagram, status icons are connected by lines with arrows that indicate the direction or sequence in which you can change the CSR from one status to another. A hollow arrow signifies the transfer is set to be auto-advanced if all required approvals and other conditions of the rule are met, while a two-tone arrow signifies that it is advanced by the user. A square at the tip of an arrow indicates the presence of transfer rules. A hollow square indicates that the transfer rule is incomplete, while a solid square means all transfer rules are completed. The color of the arrow works similar to a traffic light. Red means the transfer cannot occur; green means transfer can occur. Black means that the transfer has no rule or it is not yet to be processed.

User-advance transfer with no status transfer rules defined.

User-advance transfer with status transfer rules defined.

User-advance transfer with incomplete transfer status rules. Invalid transfer.

User-advance transfer with complete transfer status rules. Valid transfer.

Auto-advance transfer with incomplete status rules. Invalid transfer.

Auto-advance transfer with complete status rules. Valid transfer.

To view the details of the transfer rules, double-click on the arrow. This opens the Transfer Rules Status window.

The Transfer Rules tab displays a summary of the rules defined for the transfer. It also shows whether the conditions of the rules are complete. The tab displays the words “In Process” until all the rules are marked complete and any approvals have been granted. When all the conditions for the transfer have been met, the tab displays “Complete.”

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