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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

We are more than just a name Our brand, our vision. Together. Contacting Quest Technical support resources

Index

Creating CSR templates

You can specify default CSR values by saving a CSR as a template. When you save a CSR as a template, the values displayed in certain fields of that CSR become the default settings for new CSRs created within the same service domain. This can save time if many of the CSRs you create within a service domain have the same values. For example, if you work primarily with the Benefits application while in the HR service domain, you could create a template with Benefits as the default value displayed in the Application field of new CSRs.

You can use a CSR template to set default values for the following fields in a CSR window:

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To create a CSR template:

1

Fill out a new CSR that you want to use as the template.

2

Check the Update CSR Template check box.

3

If a template already exists for the current service domain, saving a CSR as a template overwrites the existing template.

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Workflow

Workflows are sets of rules that regulate the sequence and conditions by which CSRs can change from one status to another. Your system administrator defines workflows based on a combination of service domain and CSR type. When creating a CSR, the Workflow field automatically displays the default workflow defined for the selected CSR type (if any). You can select a different workflow if more than one has been defined. However, if no workflows have been defined for the selected CSR type, this field is grayed out.

When you create a CSR that is assigned a workflow, the start status of the workflow is automatically the status of that CSR. The statuses to which you can transfer the CSR are determined both by the sequence of the workflow diagram and the completion of any transfer rules that may exist.

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Changing CSR status

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Understanding the Workflow section

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Viewing transfer rules

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Delaying approval requests

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Sending approval request notifications

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Updating approval lists

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Approving migrations and transfers

Changing CSR status

When working on CSR assigned to a workflow, you cannot change the status of the CSR until any workflow rules governing that status transfer have been met.

To change the status of the CSR assigned to a workflow:

1

Click the Workflow section in the CSR window.

The Workflow window shows the current status of the CSR and the status(es) to which it can be transferred as specified in the workflow diagram. See Understanding the Workflow section on page 19.

For each status, the window also shows if the transfer rules defined for that status have been satisfied. A green check mark indicates that all the transfer rules have been met and the CSR can be transferred to that status. If any of the transfer rules defined for a status have not been satisfied, you cannot transfer the CSR to that status.

2

To transfer the status of a CSR, select the radio button next to the status and click Transfer Status. You can only transfer a CSR to statuses that display a green check mark, meaning that all their transfer rules are satisfied.

The Transfer History portion of the Workflow window shows the sequence of status changes the CSR has already gone through.

Understanding the Workflow section

The Workflow screen consists of three sections:

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Status History section: Displays at the top of the page. Shows recent and current status, and offers status transfer interactivity to advance to the next status.

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Diagram section: Shows a graphical representation of the workflow.

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Detail section: Displays below the workflow diagram. Shows details about an item selected in the diagram.

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