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Stat 6.1 - 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

User ID (Required)

The user ID indicates the owner of the CSR. Throughout Stat, this user is called the assigned user. The list of available users depends on the queue selected. The assigned user may change several times through out the life of a CSR.

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NOTE: The list of users that can be assigned the CSR is filtered based on the selected queue and application. The assigned user must be a member of the selected queue and must have access to the selected application.

Closed (Auto)

When a CSR is changed to a status equaling closed, Stat automatically updates this field with the current date and time. Before a CSR is set to a closed status, this field is disabled and displays the default value, “01Jan1900 00:00.”

Description Tab

The Description tab contains a textual explanation of the CSR. Using free form text, you can describe a request in as much detail as you want. For example, suppose you open a CSR to address a customer’s request that a particular PeopleSoft panel be changed so that it properly allow for saves. You might enter the following information in the Description tab: “User states that the panel only saves from 9 to 12 and then it does not save any longer.”

Because the information contained in the Description tab is so critical to the success of a CSR, you can use advanced editing to enhance the quality of that information. Rich text editing, which is also supported on the Resolution tab, includes text formatting, copying and pasting text from other applications, and inserting hyperlinks. For more information, see Advanced Editing .

To promote consistency, a system administrator can define Description tab templates. Templates help you gather all mandatory information from the customer making the request. A system administrator can define many different templates, depending on users’ needs. Which template you use is determined by Application and CSR Type. If a template is defined for a particular combination of Application and CSR Type, Stat automatically loads that template into the Description tab.

Templates define required fields on the Description tab, which are enclosed by double angle brackets: << >>. You must enter data in required fields. If the field is not required, the field name is enclosed in single angle brackets: < >. Use <Control> + <F> to navigate to << >> or < > fields.

Before you can save a CSR, you must enter some information in the Description tab, even if it doesn’t have a template or required fields.

Task/Time Tab

The Task/Time tab is displayed depending on the current service domain. It lists all of the tasks associated with the CSR. You can associate an unlimited number of tasks with a single CSR. Tasks detail all of the steps necessary to solve a problem or complete a request.

For detailed information on this tab, see The Task/Time Tab .

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