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Stat 7.0 - Web User Guide

Stat Web
Stat Web Queries CSRs Workflow Tasks CSR Logs CSR History CSR Migration Path Job Monitor Test Connect Reports
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Posting time to tasks

Stat® allows you to track the progress of a task by entering the exact time spent on it. Post the time in the Task Entry section of the Tasks window.
NOTE: Although you cannot post time to tasks opened directly from read-only CSRs, with proper security rights, you can post time to any task opened from a Task Query list, including tasks not assigned to you and tasks associated with closed or read-only CSRs.
 
To post time to a task:
1
Do one of the following to open the Tasks window:
▪
From a CSR: Click the Tasks link in the View tab of the CSR window, and select the task.
▪
From a Task Query: In a Task Query list, select the task.
2
Scroll down to the Time Entries section, which displays tasks already saved to the Stat Repository.
3
To add a new Time Entry click Add Time.
4
By default, the current date is displayed in the Date field.
5
Click in the User field and select the user that performed the work.
6
In the Hours fields, enter the number of hours spent on the task. You can use decimals to post portions of an hour, for example, 4.35.
7
Optionally, enter a textual description of the work in the Comments field.
8
When finished, click Add to save the time entry.
Stat automatically updates the Actual Hours field with the total number of hours posted as time entries. If you want to delete a time entry, select the row from the list of time entries and click Delete.

6

CSR Logs

 
 
 
•
Viewing CSR log files
 
 

Viewing CSR log files

The Log window displays all the logs that have been added to the CSR, either by the user or automatically by Stat® when it sends or receives an email associated with the CSR, or when the CSR lock is overridden.
With proper security rights, you can modify the text and topic value of your own logs as well as logs written by other users after the logs are saved. However, you cannot delete logs once they are saved, and you cannot modify system-generated logs.
 
To view logs
•
Click Logs section.
Logs created by Stat appear with the SYSTEM user ID and the Topic is Stat Event.
•
To view the contents of a log, double-click its corresponding record in the Logs window or click the View
button.
•
You may also filter the list of logs by selecting a category in the Filter Logs sub-section.
 
To add a log:
1
Click New Log.
2
In the Topic field, assigned a topic to the log topic.
Log topics are defined by system administrators and are used to organize logs.
3
Optionally, select the Confidential option.
Confidential logs are not emailed to customers. These logs can be viewed and printed only by Stat users with proper authority. In the Logs window, confidential logs are designated by a yellow warning icon.
4
In the Details field, enter the contents of the log.
5
Click Create.

7

CSR History

 
•
Viewing CSR change history
 
 
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