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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

Scheduling Reports

You can configure Stat to print, export, or email certain reports automatically at scheduled time intervals. Stat can do this while you are away, and it does not require your computer to be on. For example, you can schedule a CSR by Status report to be emailed every Monday at 7 A.M. to all the members of your development team.

Automatically printing, exporting, or emailing reports are jobs performed by the Stat Central Agent. For more information, see the book, Stat System Administration, Chapter 6, “Configuring the Stat Central Agent.”

To schedule a report you need to know:

You can schedule report jobs either through the Stat Report Wizard or the Schedule Reports tab of the Personal Configuration window:

In the Stat Support Console, click Setup. Then in the Personal Configuration window, select the Schedule Reports tab.
Select Reports | Report Wizard. Then in the Report Action section, select the Schedule option and click Next.

Both the Stat Report Wizard and the Scheduled Reports tab list all your scheduled print or email report jobs by service domain. To edit or view the details of a scheduled job, select it and then click Details.... This opens the Job Maintenance window. From here you can temporarily disable the job, change the day/time it runs, or just verify the schedule. This window is discussed in greater detail in the book, Stat System Administration, Chapter 6, “Configuring the Stat Central Agent.”

To permanently remove a job from the system, select the job and click Delete. Stat displays a message box prompting you to confirm the deletion. Click Yes. If you want to run this job again in the future, you must reschedule it. If you only want to prevent a job from running temporarily, disable it rather than deleting it.

The Scheduled Reports tab displays the following information:

Service Domain - The selected service domain is the data source for the report.
Enabled - If this box is checked, the report runs according to the schedule you specify. The report is disabled if the box is deselected.
Job ID - A system generated number which uniquely identifies your scheduled report in Stat.
Description - Displays the report description.
Last Updated - The date and time the job was last modified.
Updated By - The user who last updated the job.
1
In the Service Domain field, select the service domain from which you want to run the report.
2
Depending on the type of job you want to schedule, click Print Job... (which is also used for exporting reports) or Email Job....
3
In the Description field, enter a description that will identify the job on the Scheduled Report tab.
The defaults are Print Report and Email Report. It is recommended that you enter a unique description if you have multiple jobs scheduled. For example, a job that prints all CSRs assigned to you could be “Print All My CSRs.”
4
If you want to temporarily prevent Stat from processing this job, deselect the Job Enabled option. To resume the scheduled job, select the option.
For more information on the Job Definition tab, see the book, Stat System Administration, Chapter 6, “Configuring the Stat Central Agent.”
6
In the Category field, select the report category you want.
7
In the Report field, scroll down and select the report you want to print or email.
NOTE: Not all Stat reports can be scheduled. The Report field displays only the reports in the selected category that can be scheduled.
8
In the Criteria field, scroll down and select the previously saved criteria you want to use to run this report.
10
In the Day Schedule field, select the type of schedule you want:
The Day of Week option allows you to run the job on specific days of the week
The Day of Month option allows you to run the job on the first or last day of the month
11
In the Time Schedule field, select the type of schedule you want:
Select the Scheduled Hours option if you want to run the job at specific hours of the day. Select the hours you want the job to run by checking the appropriate boxes. The hours are listed in military format. If you want the report to run at a time other than on the hour, you can also specify the exact minute by entering the value directly in the minutes after hour field.
Select the Minute Intervals option if you want to run the report throughout the day at intervals of less than one hour. Enter the number of minutes between printings.
If scheduling a print job, select Printer in the Print Report To field. Then in the Printer field, select a printer from the list of available printers. Printers are defined by your system administrator.
If scheduling an export job, select File in the Print Report To field. Then in the Destination field, type the location where you want to export the file, or click the Folder icon and select the location. When specifying a location, remember to use the drive mappings of the Stat Central Agent and not those of your PC.
If scheduling an email job, specify the recipients in the email field. The procedure for specifying email recipients in Stat is described in the book, Stat System Administration, Chapter 7, “Email Configuration.” For more information, see your system administrator.
15
Click New.
16
In the Recipient Type field and either select User if you want to add an individual user or select Class if you want to add a user class.
17
In the Recipient field, select either the individual user or user class you want to add.
19
Click OK or Apply.
20
Click Refresh to see your job displayed in the Scheduled Reports tab.

 

Personal Rules

Defining Personal Rules

The Stat Central Agent monitors and responds to actions taken on a CSR. You can configure the agent to keep you informed when events that you specify occur within the Stat system.

You can also configure the Stat Central Agent to execute personal rules. A personal rule is a set of instructions that you define for the agent. Through rules editors, you can define event criteria that when met, trigger the agent to send you an email notification. Each time an action is taken on a CSR, the Stat Central Agent evaluates and determines if any rules have been triggered and if so, sends you an email with the information you requested.

For example, if you want to be informed each time a new CSR is opened for the Human Resources application, you can define a personal rule that configures the agent to send you an email each time this event occurs

Access to personal rules is controlled by user class. See your system administrator if you have questions about your access.

1
Click Setup... on the Support Console. Stat opens the Personal Configuration window.
2
Click on the Personal Rules tab.
3
In the Service Domain field, select the service domain that you want to define/view personal rules for. Stat displays a list of rules belonging to you.

Adding a New Rule

A personal rule is a set of instructions that directs the Stat Central Agent to send you an email notification whenever an event occurs on a CSR that meets a predefined set of criteria.

Perhaps you want to be notified immediately whenever you are assigned a CSR with a status of Urgent. You could check Stat throughout the day to accomplish this, but a personal rule is a more efficient method.

Your user ID is automatically displayed in the Owner ID field. The Rule ID field displays (New) until you save the rule. When you save, Stat assigns it a unique number.
2
In the Description field, enter a brief description of your rule, such as “New Urgent CSRs.”
3
In the Event field, select an event.
Any – When any of the events mentioned below occurs. This is the default event for personal rules.
CSR Close – When a CSR changes from an open status to a closed status
CSR Open – When a new CSR is entered into the system by either a Stat user or the Stat Central Agent
CSR Open-Entry – When a new CSR is entered into the system by a Stat user
CSR Open-Mail – When a new CSR is entered into the system by the Stat Central Agent in response to an email from a customer or another application. Customers can email their requests to a predefined Stat Central Agent email address. Upon receiving the email, the Stat Central Agent automatically opens a new CSR for that request.
CSR Re-Open – When a CSR changes from a closed status to an open status
CSR Update – When a change is made to a CSR.
Migration Notification - When a migration occurs or is scheduled involving specific migration statuses, migrators, modules or target environments.
OraApps Patch Application Complete – When the Stat Oracle Agent is done processing the Patch Application request
OraApps Patch Application Scheduled – When a Patch Application is scheduled via a CSR or Patch Mgmt Console
OraApps Patch Rollback Complete – When the Stat Oracle Agent is done processing the Patch Rollback request
Past Due CSR Escalation – When a CSR is past due for a specified amount of time
Past Due Migration Approval Escalation – When a migration has not been approved after a specified amount of time
Past Due Project Escalation – When a project is past due for a specified amount of time
Past Due Status Approval Escalation – When a status transfer that has not been approved after a specified amount of time
Past Due Status Transfer Escalation – When a status transfer that has been marked as Ready has not been transferred after a specified amount of time
Past Due Task Escalation – When a task is past due for a specified amount of time
Unopen CSR Escalation – When a CSR has remained unopened by the assigned user for a specified amount of time
4
If you selected a past due escalation-type event, in the Type field, select the type of time interval you want to use.
Options include Business Days, Days, and Hours. Then in the Value field, enter a numerical value for the time interval. For example, if you select Hour and enter a value of 6, the personal rule is triggered when the item is six hours past due.
5
(Optional) Select the Fire only once per CSR option.
This configures the Stat Central Agent to fire the rule the first time the rule criteria are met for a CSR and no time thereafter. In the case of past due escalation events, this option applies to the specified approval, task, project, and so on. For example, consider a business rule based on an Update trigger event and a CSR status of In Process. If you do not select Fire only once per CSR, you will receive an email each time a user saves a CSR with a status of In Process. By selecting Fire only once per CSR, you will receive an email only the first time a CSR is saved with an In Process status. Later changes made to the CSR will not trigger the rule.
NOTE: Selecting the Fire only once per CSR check box adds the History tab to the Rule Editor window. This tab displays a list of CSRs that have triggered the personal rule. Deselecting the Fire only once per CSR check box removes the History tab from the window. For more information, see Viewing Rule History .
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