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Stat 7.0 - Web User Guide

Table of Contents

Opening Stat Web

CAUTION: Connecting as two different users from the same browser (e.g., in separate windows) will cause the second browser window to cancel the first browser's login session. Similarly, if you use a single browser to connect to two different installations

Exiting Stat Web Changing your password The About Stat Window

Creating and deleting queries Filtering queries Sorting queries Exporting queries Using pages

Finding CSRs Viewing CSRs

Table 1. CSR fields Field Description Table 1. CSR fields Field Description

To add a customer:

Table 1. CSR fields Field Description

Setting the current tab as the default Exporting Filtering CSR information Closing CSRs

CAUTION: For users running Stat® Web in a web browser, do not use the browser close button (the X button) to exit an open CSR. This closes Stat Web entirely and can result in a lock being placed on the CSR. To release a CSR Lock, click the Close button.

Using advanced editing tools

Adding attachments to CSRs Creating CSR templates

Changing CSR status Understanding the Workflow section

Status History section Diagram section Detail section

Table 1. Approvals list columns Column Description

Viewing transfer rules Delaying approval requests Sending approval request notifications Updating approval lists Approving migrations and transfers

Viewing task details

Table 1. Task fields Field Description

Adding tasks automatically Adding tasks manually Posting time to tasks

Viewing CSR log files

Viewing CSR change history

CSR Migration Path

About CSR Migration Path

Opening the Job Monitor

Table 1. Job Monitor tabs Tab Description

Viewing job schedules Running jobs Viewing logs Filtering and sorting jobs and logs Showing job and log details

Test Connect Reports

Running reports

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Index

Setting the current tab as the default

On the Details section of the CSR, any of the three tabs could be set as the default tab. This ensures that the selected tab will be displayed first when user opens the CSR. To set a tab as your default tab, make sure you are on the desired tab and click the Set Current Tab as Default link on the upper right side of the CSR window.

Exporting

On the Details section of the CSR, the content of the three tabs could be exported at any time by clicking the

Export link on the upper right side of the CSR window.

Filtering CSR information

By default, Stat® Web shows all the general properties of a CSR in the CSR Information tab. However, you can filter the tab so that only the information you want is displayed and in the order you want. The filter settings you specify for the CSR Information tab are applied to the other CSRs you are allowed to open.

To filter the CSR Information tab:

1

Click the Edit link in the top right corner of the CSR Information tab.

2

Select the CSR properties (identified as columns) you want displayed.

▪

To hide a property, select the column, and click Hide.

▪

To display a hidden property, select it in the Available Columns field, and click Show.

3

To change the order that properties are displayed, select the property, and use the Move Up and Move Down buttons accordingly.

4

Closing CSRs

To close an open CSR:

•

Click the Exit CSR button in the CSR window.

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