Chat now with support
Chat with Support

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 from a file

Stat links each file with a file type based on the file's extension and adds the file objects to your CSR. Stat will link files with SQL extension, for instance, to the file type that your system administrator has chosen for that extension. Stat asks you to choose the desired file type if multiple file types have been defined with the same extension.

When User wants to add objects from “Add from Files” option, the Web Client opens a popup to select the files. Users can select multiple files if they want.

After selecting the files, the user needs to mention the File types and then needs to click on Add Button. Then the Web Client adds the selected objects in the Object tab and starts saving the objects.

Syncing a project

If your CSR has a managed project, you can ensure that your CSR has the exact same objects as your project.

This is useful in case when your project’s object definitions are subject to frequent changes.

Clicking Synchronize makes Stat fetch the project definition from any database as defined in the CSR’s migration path and updates the CSR’s object list in the following method:

•
If the project contains an object that is not in the CSR’s object list, the object will be added to the CSR.
•
If the CSR contains an Application Designer object that is not part of the project definition, you are prompted to remove this object from the CSR’s object list.
* 
NOTE: This does not apply to file objects, data objects or Non-Application Designer objects. Also, objects are removed only if you have the security permission to remove objects from a CSR.
•
If the copy and upgrade properties of an object are different from the properties in the CSR, the object properties in the CSR are updated (same as selecting the Overwrite properties of existing objects check box in the Read Project Wizard).
•
If the project definition is not associated with the CSR, it will be added to the CSR.

Perform following steps to use the above feature in the web client:

1
Click on the Add object button in the Object Management tab.
2
Go to the Synch Project menu item. This should open a popup window.
3
Select the Environment assigned to, PS project and Object Locking options in the left section.
4
The Environment is needed by Stat to determine on which environment we can add the lock/reservation. This is mainly needed if Current Environment is selected as the Object Locking option.
5
Select the source environment of your project and then click on Synchronize.
6
Select the Add missing objects to CSR if the user wants to add objects which are added in the project definition but are missing from the CSR.
7
Select the Delete objects from CSR that do not exist in the project if the user wants to remove all objects which are present in the CSR but are missing from the PS project definition.

Creating new objects in PeopleSoft

You can make a new file object, add it to a CSR, and move it to the designated developer's working directory if you have the necessary security rights. You have two options when creating a file object: you can start with an existing object or use a file template.

Creating a new object from template

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:

•
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.
•
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.
•
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).
•
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.

Related Documents

The document was helpful.

Select Rating

I easily found the information I needed.

Select Rating