The Search Customer Engine is activated via the Customer field on a CSR. You can open it in a number of ways:
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Enter a partial name in the Customer field and press the <Tab> or <Enter> keys |
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In the Customer field and press the <F4> key |
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Select a Search By option. Options include: |
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Last Name – You can search for customers by a complete or partial last name. For example, if you search for the letter “S,” the search engine returns a list of all customers whose last name begins with S. |
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First – You can search for customers by a complete or partial first name. For example, a search for “T,” returns customers whose first name begins with T. |
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Full Name – You can search on partial or complete full names. Any combination of partial or full last and first names returns a list of records, as long as a comma appears between the two names. You can enter a partial last name followed by a comma and a partial first name. For example, all of the following would return the name Osborn, Harris: “o,h,” “osborn, h,” “os, ha.” |
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Department – You can use the drop down list to locate a department. You can also enter the first letter of a department. The cursor highlights that section of the list. To find additional entries that begin with that letter, use the arrow button on the drop down list or scroll down using the <‚> key. |
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Phone – You can search with a partial or whole phone number. Enter numeric values only with no spaces. All records containing phone numbers that begin with the entered value are returned. |
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Ext – You can search with a partial or whole phone extension. Enter numeric values only with no spaces. All records containing extensions that begin with the entered value are returned. |
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In the Search field, enter a proper value. |
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(Optional) Deselect Active Only if you want Stat to search for inactive customers as well. Then press the <Enter> key. |
If you still cannot find the customer, you can click New Customer..., which opens the Customer Maintenance table. For more information, see Customer Field .
You open the Search PeopleSoft Customer Engine by clicking the PS Employee... button in the Search Customer Engine window.
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Select a Search By option. Options include: |
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Employee ID – You can search by a partial or complete number. Any record containing ID numbers beginning with the entered value is returned. |
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Name – You can search on a last name only. You can search on a partial or whole name. Entering a partial name returns a list of all last names that begin with that string. |
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Department – You can search on a partial or whole department name. The field is case sensitive, so you must enter capitals if applicable. Entering a partial value returns a list of all departments beginning with that string. |
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Social Security – You can search with a partial or whole Social Security number. You can enter the value with spaces or dashes between numbers or with no spacing at all. |
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Social Insurance – You can search by a partial or whole Social Insurance number. Do not use spaces or dashes between numbers. |
NOTE: The Search By options are deactivated if the PeopleSoft Search Configuration maintenance table does not contain any data. For more information, see the book, Stat System Administration, Chapter 4, “General Maintenance Tables.” |
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In the PeopleSoft Database field, select the database to search. |
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In the Search field, enter a proper value. Then press the <Enter> key. |
Stat Reports are displayed in the following formats:
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Standard Format - Standard reports are formatted with several records per page. Each record is divided by a solid line. |
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List Format - List reports are most commonly used for reporting summary information on a large number of records. With few exceptions, most Stat maintenance table reports are in list format. |
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Landscape List and Standard Formats - Landscape list and standard reports are used when information requires a wider display area than is available on a regular list or standard report. If you want to print a landscape-type report, make sure to change the orientation of your printer to landscape before generating the report. |
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Bar Graph Format - A bar graph report is a graphical representation of items and usually represents activity counts, such as the number of CSRs by department. |
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Pie Chart Format - A pie chart report is a graphical representation of items as they relate to a total number. Each item in a pie chart is represented by a wedge. |
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Crosstab Format - Crosstab reports display the relationship between two lists such as Stat Users and CSR types. For example, you can run a crosstab report that displays a list of Stat Users along the left side and a list of CSR types across the top. At the intersection of each item is a count. |
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Excel Formats - Excel reports are spreadsheets of CSR data formatted for export to Excel. This report does not include code descriptions. If you want to print an Excel-type report, make sure to change the orientation of your printer to landscape before generating the report. |
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