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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

Sending approval request notifications

With proper security rights, you can email a pre-formatted message to individual users or to all the users in the approval list reminding them about pending or rejected approval requests.

To email an individual user,

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click the mail icon for that user in the Approval E-Mail column in the approval list.

To email all users, click the E-Mail button.

An email job request is sent to the Stat® Central Agent which processes the request and sends an email either to each user you selected or to each user in the approval list. A green check mark is displayed next to each user you selected indicating that the job request was submitted to the Agent

System administrators can also configure the Stat Central Agent to include links in the reminder message that the recipient can click to approve or reject the status transfer. This sends an email back to the Stat Central Agent, which processes the response email and changes the approval status to Approve or Reject, depending on which link the approver selected.

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NOTE: When an approval status is changed by responding to a reminder message, the Update Date field in the Approval List window will be automatically populated and the Updated By field will display the value, Via email.

For more information, see the book Stat System Administration, Chapter 7, Email Configuration.

Updating approval lists

Occasionally one of the classes or queues designated to approve status transfers needs to be updated, either because new users have been added to the class or queue or existing users have been removed. When this is the case, you can update the approved users list based on class or queue by clicking Regenerate. This removes obsolete users belonging to a class or queue from the list and adds new ones. It also resets approval statuses to Pending.

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NOTE: Clicking the Regenerate button only affects users belonging to classes or queues and is enabled only for users that have been assigned the user class right, Status Transfer Approval Refresh.

Approving migrations and transfers

In Stat® Web, you can approve archive set migrations and CSR status transfers.

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If your system administrator has designated you as a migration approver for a particular environment, other users may need your approval before they can migrate archive sets into that environment. Migration approvals are database-specific and can be either required or optional.
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If you have been designated as a status transfer approver in a particular workflow by your system administrator, other users may need your approval before they can perform a status transfer. Status transfer approval lists can include individual users, entire user classes, or a combination of the two. Also, status transfer approvals can be either required or optional.
To approve a migration or transfer:
1
In the CSR Console main window, open an approvals query that displays any migration or status transfers that are awaiting your approval. as indicated by the value Pending in the Status column.
Your approval can be made either as an individual or as the member of a user class. Also, approvals are either required or optional:
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If required, Stat cannot perform the migration until you approve it. In the case of a required user class approval, every user within that class must approve the migration.
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If optional, then you are one out of a number of users who are authorized to approve the migration. Whenever an approval is marked as optional, the Min Approval column displays the minimum number of optional users who must approve the migration before the archive set can be moved into the target environment.
2
Click in the Status column for each migration or status transfer that you want to approve and select Approve. If you do not approve the transfer, select Reject.
3
Enter a brief explanation for why you approve or reject the migration or status transfer.
4
Click Update.

You can test the connections between Stat® Web and all the change management environments, file servers, and email servers defined in the Stat maintenance tables. You can also test the connection between Stat Web drop-down and any version control management system you have configured.

 

Tasks

Tasks detail all of the steps necessary to solve a problem or complete a request. For example, a CSR for the setup of a new employee may include numerous tasks, such as getting a confidentiality agreement signed, creating a user ID, and scheduling computer training. A CSR can contain an unlimited number of tasks that you can assign to many users. Tasks are associated with activity codes that group related tasks.

Stat® groups related tasks into activities, which are commonly-performed, high-level jobs that consist of several tasks. Activities are defined by a system administrator and are identified by activity codes.

Activities categorize your tasks for reporting purposes. An example of an activity might be Documentation, which consists of two tasks: Document Changes - Pre Change and Document Changes - Post Change.

Tasks are listed either in a query or in a CSR. When tasks are assigned to a user, they automatically appear in the Tasks list for that CSR.

Topics in this section:

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Viewing task details
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Adding tasks automatically
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Adding tasks manually
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Posting time to tasks
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