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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

Defining Rule Criteria

After selecting the trigger event, you need to specify additional criteria that qualify the trigger event under your rule definition. Stat needs to know what values in the CSR apply to you.

You specify the criteria by selecting the criteria type (CSR fields) and the matching value. You may concatenate multiple CSR values.

Field

Fields correspond to certain types of information contained in a CSR. For most rules, the Field list displays the following options:

Application Environment

Application

Assigned Queue

Assigned User

CSR Opened by User

CSR Priority

CSR Status

CSR Type

Customer

Customer Department

For migration events, the list includes the Migration Status, Migrator, Module, and Target Environment.
For the Oracle Apps business rules, OraApps Patch Application Complete and OraApps Patch Rollback Complete, the list of fields includes the option Process Status, which corresponds to the field in the Oracle Applications Patch Management Console.

Operator

After you select a CSR field type, you need to establish its relationship to a value or set of values you specify. Options include:

Is – Select if the CSR field must equal the specified value, meaning a match must occur
Not – Select if the CSR field cannot equal the specified value. This tells Stat to initiate the rule whenever a trigger event occurs in a CSR with a value different than the one you specify.
Change From – Select if upon saving the CSR, the field has changed from one specified value to another
Not Change From – Select if upon saving the CSR, the field has not changed from one specified value to another. In this case, Stat initiates the rule whenever a trigger event occurs on a CSR with a field value that has not changed exactly as specified.

Value

The list of value options depends on the CSR field you select. If you select the Is operator, the corresponding value found in the CSR must match your selection for the personal rule to take effect. Likewise, if you select Not, the corresponding value cannot equal your selection.

The table below shows some examples of rule criteria. You can define several criteria for one personal rule.

CSR
Status

Is Not

Cancelled OR Denied

Business rule takes effect whenever a trigger event occurs on a CSR where the status is neither Cancelled nor Denied

Assigned
Queue

Is

Dev

Business rule takes effect whenever a trigger event occurs on a CSR assigned to the queue Development (Dev)

Application

Changed From

Self Service to HR,
or Benefits to Payroll,
or HR to
Benefits

Business rule takes effect whenever a trigger event occurs on a CSR where the Application has changed from Self Service to HR, or Benefits to Payroll, or HR to Benefits

If you define more than one set of criteria for a personal rule, each set must be met for the rule to take effect. The exception to this is when you define more than one value on a CSR field. In this case, the rule takes effect if the CSR field matches one of the possible values.

For example, let’s say you add a personal rule based on an Open trigger event that uses each set of criteria shown in the preceding table. This means that you will receive an automatic email notification whenever a Stat user or the Stat Central Agent opens a CSR with a status that is anything but Cancelled or Denied, is assigned to the Development queue, and that has an application value changed from one specified value to another.

1
In the Field field, select the CSR field you want.
2
In the Operator field, select an operator.
3
In the Value field, select a value for the field.
4
Click Add.
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