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Stat 7.0 - Web User Guide

Stat Web Queries CSRs Workflow Tasks CSR Logs Change Management Object Migration Process Requests CSR History CSR Migration Path Job Monitor Test Connect Reports

Adding an object

The Object Management Section of the Web client now supports insertion of objects as described below.

User can Add object from multiple options – in PS, the following options are available for object addition

•
Browse Objects
•
Add from CSR
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Add from VCM
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New Objects
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Add from Files
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Synch Project
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Add from PS project

In E-Business Application the Web Cient shows the following options to add the objects

•
Browse Objects
•
Add from CSR
•
Add from VCM
•
New Objects

Browsing Objects

The Browse Objects option opens the popup where a user needs to select the environment, object class, object type and assigned user.

Object Locking

Upon selecting the object(s), it is essential to determine the appropriate locking options to implement. By default, the objects are configured to be locked across all environments along the migration path; however, with the necessary security permissions, you have the ability to choose an alternative locking option. There are four different lock options available:

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All on Migration Path – The standard configuration. Choose this option to include and secure the object(s) across all environments. The system will conduct searches in each environment to ascertain whether the object is currently locked or reserved by another CSR.
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Current Environment – Choose this option if you wish to include the object from each environment along the migration path while ensuring that the object(s) are locked or reserved solely in the current environment. The system will perform checks for reservations and will lock or reserve the object(s) exclusively in the current environment.
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None – This alternative allows for the addition of object(s) to the CSR from each environment along the migration path without imposing a lock on any of them. While it is possible to archive an object that is not locked within an environment, migrating the object to an environment where it is not locked is not permitted. This option should be chosen if the intention is to associate the object(s) with a CSR solely for documentation purposes, without any plans to modify the object(s).
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Reserve if locked – This feature automatically initiates a reservation request when the item(s) are secured by another Customer Service Representative (CSR). If this option is left unchecked and the item(s) are locked by another CSR, Stat will prompt you to take action.

After filling the Environment, Object Class, Object Type and Assigned, a user can view the object list under Select Objects table.

From the Object List, the user can select an object to add in the Object screen, similar to Stat desktop client, as described below:

1
Click on the object row. The selected row will be highlighted in blue.
2
Click Add on the bottom right.
3
The object would be added to your CSR list. You don’t need to save the CSR separately for object addition.

Adding from CSR

The Add from CSR wizard can be utilized to incorporate objects into your CSR that are linked to a different CSR.

To run Add from CSR Wizard:
1
In the Add Objects button select the option Add from CSR.
2
Select the Service Domain and Stat initiates the Search CSR Engine, which identifies CSRs within the database according to the chosen search parameters, such as CSR number, customer name, open date, department, and tracking number.
3
Locate the CSR you want in the Search CSR Engine. Then double click on the selected row.
4
Stat closes the Search CSR Engine and opens a dialog box where the user needs to select the Environment, Assigned User and Object type.
5
Click ADD.
6
Stat adds the selected objects to your CSR. If the objects are locked on the other CSR for the same environments specified in your CSR’s migration path, Stat reserves them on your CSR.

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