Creating and running queries

 

Who:

All agents have the ability to query information using the procedures below

How:

To access queries concerning open, closed, and created cases within the FSU Service Center follow the procedure below:

  • Navigate to "Reporting Tools" under the Main Menu
  • Select "Query"
  • Select "Query Viewer"
  • Type "FSU" in the search bar and press enter to see the custom queries available
  • Start a query by selecting "Run to HTML" (recommended)
  • Note: You may also wish to "Favorite" these queries so they display automatically when you access the query viewer

Depending on which query you select to run, the parameters available will differ slightly.

 

Examples:

- FSU_CREATED_CASES (Provider Group field represents the current or final group the case was routed to)

  • Enter "SHARE" as the SetID
  • Select the desired Provider Group
  • Define the Case Creation date-range ("From Date" and "Through Date")
  • Click the "View Results" button.

 

- FSU_OPEN_CALL_CENTER_CASES

  • Enter "SHARE" as the SetID
  • Select the desired Provider Group
  • Define the date-range for the case created date ("From Date" and "Through Date")
    • Note: Use a date-range similar to the image above to show ALL Cases still open that were created during that time-frame.
  • Click the "View Results" button.

 

- FSU_TOTAL_CLOSED_CASES

  • Enter "SHARE" as the SetID
  • Select the desired Provider Group
  • Define the date-range ("Closed From" and "Closed Through")
  • Click the "View Results" button.

 

Additional Information:

  • All fields are required!
  • In order to view cases from all Provider Groups, use the percent symbol "%" in the Provider Group field. This is PeopleSoft's version of a "Wildcard".
  • The results may be downloaded via Excel or CSV format for further review on the results page.
  • To Learn how to Schedule Queries to run automatically, click here

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