Chat now with support
Chat with Support

Stat 6.0 - Web User Guide

Approving migrations and transfers

In Stat® Web, you can approve archive set migrations and CSR status transfers.

4
Click Update.

You can test the connections between Stat® Web and all the change management environments, file servers, and email servers defined in the Stat maintenance tables. You can also test the connection between Stat Web drop-down and any version control management system you have configured.

 

Tasks

Tasks detail all of the steps necessary to solve a problem or complete a request. For example, a CSR for the setup of a new employee may include numerous tasks, such as getting a confidentiality agreement signed, creating a user ID, and scheduling computer training. A CSR can contain an unlimited number of tasks that you can assign to many users. Tasks are associated with activity codes that group related tasks.

Stat® groups related tasks into activities, which are commonly-performed, high-level jobs that consist of several tasks. Activities are defined by a system administrator and are identified by activity codes.

Activities categorize your tasks for reporting purposes. An example of an activity might be Documentation, which consists of two tasks: Document Changes - Pre Change and Document Changes - Post Change.

Tasks are listed either in a query or in a CSR. When tasks are assigned to a user, they automatically appear in the Tasks list for that CSR.

Topics in this section:

Viewing task details

In the CSR window, click the Tasks link in the View tab of the CSR window.
The Task Details window displays the following information:
Table 1. Task fields

Activity Type

Each task must be associated with an activity code. An activity code is a category of tasks.

Title

A brief description of the task.

Assigned To

The user assigned to the task.

Start Date

The date when the task is scheduled to start.

Due Date

The date when the task is due to be completed.

% Complete

The percentage of the estimated time required to complete the task that has been worked.

Completed Date

The date that the task was completed.

Estimated Hrs

The estimated number of hours required to complete this task.

Actual Hrs

The total number of hours posted to this task thus far.

Bill Rate

The rate that will be charged for the task, if applicable. Task rates may default from the project to which a CSR is assigned.

Billed Hours

The number of billable hours that have been accumulated.

Comments

A free text field in which users can add comments regarding the task.

Adding tasks automatically

As you create a new CSR or change the information on a CSR, Stat® evaluates your entry and adds new tasks as needed. This type of task is called an auto task. Stat auto task capabilities let you quickly define advance workflows, including what takes place, when, and by whom. For example, as the status of your CSR changes from Approved to Move to Production, Stat can automatically create and assign various tasks to different users, such as back up database or inform users PeopleSoft will be unavailable from 2 to 3.

Auto tasks are activated by the Application, CSR Type, and Status fields of a CSR. If your CSR contains an application, type, or status that has an associated auto task, Stat automatically adds it to the Task window.

The user assigned to the task is determined by how your system administrator configured the task. It can be the user who opened the CSR, a pre-defined user, the user assigned to the CSR, the user currently logged on, or a user which you must select. Remember that each task in a CSR can be assigned to a different user.

Related Documents