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SX-200@ ML PABX LIGHTVVARETM 16 ML Practices Index - TM 8 -Trademark of Mite1 Corporation. O’C opyright 1997, Mite1 Corporation. All rights reserved. Printed in Canada. CRMITEL@ LIGHTWARE 16 ML Practices Index NOTICE The information contained in this document is believed to be accurate in all respects but is not warranted by Mite1 Corporation (MITELs). The information is subject to change without notice and should not be construed in any way as a commitment by Mite1 or any of its affiliates or subsidiaries. Mite1 and its affiliates and subsidiaries assume no responsibility for any errors or omissions in this document. Revisions of this document or new editions of it may be issued to incorporate such changes. Issue 1 Revision 0 9109-098-503-NA 1 General This section contains a list of practices for the SX-2OO@ ML Private Automatic Exchange with SX-200 ML LI&HTWARETM 16 software. Documentation 1.1 Branch index The SX-200 ML PABX documentation is contained in three volumes as follows: Volume 1 - 9109-098-001 -NA, contains system description, feature operation information, peripheral equipment descriptions, and engineering information pertaining to the system and its components. Volume 2 - 9109-098-002-NA, provides installation and administration information which includes testing, data entry, troubleshooting, and maintenance information. Volume 3 - 9109-098-003-NA, contains ARS and SMDR documentation various feature and application package details. Table l-l VOLUME Practice Practices as well as Index 9109-098-003-NA 3 Issue Title Number 9109-098-503-NA Practices Index issue 1 9109-098-220-NA Automatic Route Selection and Toll Control Issue 1 9109-098-221 Station Message Detail Recording Issue 1 9109-098-230-NA Tenanting Issue 1 9109-098-450-NA Traffic Measurement Issue 1 9109-098-602-NA Hotel / Motel Feature Package Description Issue 1 9109-098-620-NA ACD TELEMARKETER@ Application Issue 1 9109-098-625-NA Automated March 1997 -NA Issue 1 Package Attendant Application Package Revision 0 Issue 1 1 LIGHTWARE 16 ML Practices 2 Index Issue 1 Revision 0 March 1997 SX-200@ ML PABX Automatic Route Selection and Toll Control TM, @ - Trademark of Mite1 Corporation. 0 Copyright 1997, Mite1 Corpoation. All rights reserved Printed in Canada. a? MlTEL@ Automatic Route Selection and Toll Control NOTICE The information contained in this document is believed to be accurate in all respects but is not warranted by Mite1 Corporation (MITELs). The information is subject to change without notice and should not be construed in any way as a commitment by Mite1 or any of its affiliates or subsidiaries. Mite1 and its affiliates and subsidiaries assume no responsibility for any errors or omissions in this document. Revisions of this document or new editions of it may be issued to incorporate such changes. SX-200, SUPERSET 420 and SUPERSET trademarks of Mite1 Corporation. VT1 OOTMis a trademark 430 are trademarks or registered of Digital Equipment Corp. Issue 1 Revision 0 March 1997 Table of Contents 1. 2. General...............................................................l- I Introduction ........................................................... Reasonforlssue ....................................................... ARS: General Description .................................................. ..l- 1 ..l- 1 l-l Numbering ..2- 1 Plans.. ................................................. General .............................................................. North American Numbering Plan ............................................ 3. Call Routing Options. ................................................ General .............................................................. Direct Distance Dialing ................................................... Tie Line Service ......................................................... Foreign Exchange Service (FX) ............................................ Wide Area Telephone Service (WATS) ....................................... Specialized Common Carrier Service (SCC) .................................. 4. Detailed Description ................................................. Introduction ........................................................... Alternative Routing ...................................................... LeastCostRouting ..................................................... TollControl ........................................................... Overlap Outpulsing ...................................................... Expensive Route Warning Tone ............................................ CallbackQueueing ..................................................... Camp-on Queueing ...................................................... Return Dial Tone ........................................................ Maximum Digits Dialed ................................................... 5. ARSTables...........................................................5General .............................................................. ARS Digit Strings Tables (CDE Form 26) ..................................... ARS Maximum Dialed Digits (CDE Form 27) .................................. ARS Route Plans Table (CDE Form 25) ...................................... ARS Day Zone Definition Table (CDE Form 21) ................................ ARS Route Lists Table (CDE Form 24) ....................................... ARS Route Definition Table (CDE Form 23) ................................... ARS Modified Digit Table (CDE Form 22) ..................................... ARS COR Group Definition Table (CDE Form 20) .............................. Key System Toll Control (CDE Form 46) ..................................... Examples .......................................................... 6. 7. ARS Operation and Programming. ................................... ..2- 1 .2-l .3-1 ..3- 1 .3-l .3-l .3-2 .3-3 .3-4 .4-1 ..4- 1 .4-l ..4- 1 ..4- 2 .4-2 .4-3 ..4- 3 .4-3 .4-3 .4-3 1 ..5- 1 .5-2 .5-6 .5-7 .5-9 .5-10 .5-l 1 .5-12 .5-14 .5-15 ..5-18 .6-1 General .............................................................. Programming Process - General ............................................ Programming Process - Key System Telephones ............................... System Programming .................................................... ..6- 1 .6-l .6-2 .6-2 Application.. ..7- 1 ....................................................... General .............................................................. Scenario ............................................................. March 1997 Issue 1 Revision 0 ..7- 1 ..7- 1 ..a III Automatic Route Selection and Toll Control TrunkGroups ....................................................... .................................................... COR Assignments ................................................. ARS Form Completion ..................................................... ARS Digit Strings Route Definition Table ................................................. RouteListTable ..................................................... RoutePlanTable .................................................... DayZoneTable ..................................................... COR Group Definition Table ............................................. Modified Digits Table .................................................. Scenario - Key System Toll Control .......................................... 8. Automatic Data Route Selection ..7- 1 .7-2 .7-2 .7-5 .7-6 ..7- 6 ..7- 7 ..7-10 .7-l 0 .7-l 0 .7-l 0 (ADRS) ............................. ..8- 1 ..8- 1 ..8- 1 2 .8-2 .8-3 ..8- 4 .8-4 .8-5 ..8- 5 ..8- 6 8 8 8 9 9 General .............................................................. Application ............................................................ TrunkGroups ....................................................... CORGroups..........................................................8............................................. Voice Station Requirements ............................................. Data Station Requirements DayZones ......................................................... Modified Digits ....................................................... Route Definition ...................................................... RouteLists ......................................................... RoutePlan ......................................................... Scenarios...............................................................8Example1............................................................8Example2............................................................8Example3............................................................8Example4............................................................8Example5............................................................8-1 Appendix A - Preventing .8-l 0 Toll Fraud. ...................................... Analyze all ARS Digit Strings. ............................................... DISA And Dial-In Trunks ................................................... AutoAttendant...........................................................AONS or COV Interfaces Voice Mail/Auto Attendant(COV/ONS System Abbreviated Dial ................................................... DirecttoARS.. ........................................................ Passwords.. .......................................................... VM/AA) A-l ............... A-l A-3 3 A-3 A-3 ..A- 4 ..A- 4 List of Figures Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure iv 3-l 3-2 3-3 3-4 5-l 5-2 5-3 5-4 5-5 5-6 Typical Tie Line ................................................ Typical Foreign Exchange Line .................................... Canadian WATS Zoning (Zone 1 Being Area Code 613) ................ Typical SCC Arrangement ........................................ ARS Table Hierarchy ............................................ FORM 26 - ARS Digit Strings Table - Leading Digits ................... ARS Digit Strings - Nested Table .................................. FORM 27 - ARS Maximum Dialed Digits ............................ FORM 25 - ARS Route PlansTable ................................ FORM 21 - ARS Day Zone Definition ............................... Issue 1 Revision 0 3-2 3-3 3-4 3-5 5-2 5-3 5-6 5-7 5-8 5-9 March 1997 Table of Contents Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure 5-7 5-8 5-9 5-l 0 5-l 1 7-l 7-2 7-3 7-4 A-l A-2 FORM 24 - ARS Route Lists Table ................................. FORM 23 - ARS Route Definition Table ............................. FORM 22 - ARS Modified Digit Table ............................... FORM 20 - COR Group Definition Table ............................ FORM 46 - Key System Toll Control ................................ Trunking Network .............................................. Table Network (Part 1) .......................................... Table Network (Part 2) .......................................... Typical Key System Toll Control Form .............................. Example 1: Digit Strings Subform for Form 26 ........................ Example 2: Digit Strings Subform for Form 26 ........................ 5-11 5-12 5-14 5-15 5-17 7-3 7-8 7-9 7-l 1 A-l A-2 List of Tables Table Table Table Table Table Table March 8-l 8-2 8-3 8-4 8-5 8-6 1997 TrunkGroups ............................................... ................................................ CORGroups Customer Requirements Table .................................. Digit Modification ............................................. Route Definition .............................................. RouteListTable ............................................. Issue 1 Revision 0 . . . . . . 8-2 8-2 8-3 8-4 8-5 8-6 V Automatic vi Route Selection and Toll Control Issue 1 Revision 0 March 1997 1 General Introduction 1.1 This practice contains a comprehensive description of the Automatic Route Selection (ARS) and Toll Control features of the PABX. The Toll Control feature will allow or deny specific telephones access to certain routes (usually long distance) that are available to the PABX. Parts 2 and 3 provide the reader with background information on the North American Numbering Plan and on the routing options offered to PABX owners by telecommunications companies. A clear understanding of these sections is essential in order to fully implement ARS. The remainder of the document is dedicated to a detailed description of ARS, which concludes with a description of how an ARS plan is prepared on paper, with a scenario centering around a fictitious company. Reason for Issue 1.2 This practice is issued to provide a description of the operation and available features of the Automatic Route Selection (ARS) and Toll Control software. Key System Telephone Toll Control is also included. ARS: General Description 1.3 Within this practice, references are made to the customer, and the user. These terms are defined as follows: l l l The customer the installation company, is the owner of the PABX. The installation company is a company which is authorized by MITEL@ to sell and install the PABX. This company works closely with customers to determine their requirements and then installs and programs the system accordingly. The user is a person who makes use of the facilities the system’s peripheral devices (telephone sets). of the PABX through When a trunk call is initiated from within a PABX, there are a number govern its routing and connection. They are: (a) route availability, trunk group, where a route is defined of factors one of which as a collection of similar trunks within a the caller is allowed to make such a call, and (b) cost, when more than one route exists, (c) caller’s toll restriction (i.e., whether if so, on what routes). ARS is a standard feature of the PABX. The ARS feature begins automatically every time a trunk call is initiated and routes the call accordingly. The process is totally transparent to the caller, no access code is required, and the process does not depend on a fixed numbering plan. March 1997 Issue 1 Revision 0 l-l . Automatic l-2 Route Selection and Toll Control Issue 1 Revision 0 March 1997 2 Numbering Plans General 2.1 The ARS feature is universal and is compatible with any numbering plan which may be employed by any public network. It is, however, necessary to understand the numbering plan of the public network which serves the PABX in order to make full use of the toll control application of the ARS feature. North American Numbering Plan 2.2 The purpose of any numbering plan is to enable any subscriber in the network to be connected to any other subscriber in the network. When the North American numbering plan was introduced, subscribers were assigned a unique digit string comprising a maximum of ten digits, compiled as follows: 613-555 -2122 Area Code Office Code Subscriber Number The area code defines a geographic telephone area, the office code identifies a central office (CO) within the area, and the subscriber number identifies a subscriber of the CO. It was possible to create a distinction between area and office codes by ensuring that the second digit of the area code was 1 or 0 and the second digit of the office code was any digit in the range 2 through 9. However, as the number of COs within each area grew, it became necessary to augment the supply of office codes by allowing the second digit of the code to be in the range 0 through 9. This produced a conflict between area and office codes which was resolved by the introduction of the digit 1 as prefix to all area codes (e.g., l-61 3-555-2122). The prefix digit 1 has now been generally adopted as a toll prefix in large areas, where toll charges are incurred for calls made between offices in the same area (e.g., l-555-21 22). In addition to the digit strings described above, there are sets of numbers which are reserved for special services; for example, 411 for directory assistance. These numbers do not conflict with area or office codes. March 1997 Issue 1 Revision 0 2-l Automatic Route Selection and Toll Control The present North American numbering seven, eight, and eleven digits. Some examples plan comprises are: Operator Service Number Local Call Toll Call Within an Area Toll Call to Another Area Toll Call Within an Area (NO 1 prefix) 2-2 digit strings of one, three, Issue 1 Revision 0 0 411 555-1111 l-555-2222 l-41 6-555-3333 557-2222 March 1997 3 Call Routing Options General 3.1 Telephone companies offer a number of different methods of routing calls over the public network (e.g., DDD, tie lines, WATS lines), with each having a different cost structure. Correct use of these trunks can provide substantial cost savings to the user. To determine which routing options are best suited to any given PABX, a traffic survey should be completed by the installation company prior to installation. The Traffic Measurement and Station Message Detail Recording features of the PABX allow the use of these routes to be monitored once the system is installed, so that they may be modified as traffic demands change. The PABX supports . l Direct Distance Tie Line Dialing l l Specialized Direct Distance Common long distance services: (DDD) Foreign Exchange (FX) Wide Area Telephone Service l 3.2 the following Carrier (WATS) (SCC) Dialing Direct Distance Dialing allows telephone users to call subscribers within the home and international networks without the assistance of the operator. Connections are completed over standard trunk routes and are charged on a usage basis at a rate which varies with distance, time of day, and day of the week. DDD rates are given in the local telephone directory or you can contact the local telephone company for rate information which is not listed. Tie Line Service 3.3 Tie Line Service provides a “tie” between two PABXs. The charge for each tie line is a flat rate charge based on the airline mileage of the line. Figure 3-1 shows a typical tie line connection between a PABX in Ottawa and a PABX in Toronto. March 1997 Issue 1 Revision 0 3-l Automatic Route Selection \-- and Toll Control PABx 0 - - - nnrrLlnrA m v\TORONTO - - - - - -lNDlCATESTIELlNE AREA CODE 416 cc0539 Figure Foreign 3.4 3-2 Exchange 3-1 Typical Tie Line Service (FX) A Foreign Exchange (FX) Line can be thought of as a tie line between a PABX and a Central Office (CO) which is located in a telephone area other than that designated for the PABX. Via an FX Line, the PABX appears as a local subscriber to the distant CO and is billed accordingly for calls which are placed through that CO. FX lines have two applications. The first offers a method of reducing telephone costs in business situations where many toll calls are made to destinations which are within close proximity to one another. For example, a company located in Ottawa which does much of its business with companies located in and around Toronto could benefit from an FX line, as shown in Figure 3-2. The second application allows a company to offer the use of the FX to its customers to permit them to call the company office (the PABX) without incurring toll charges. Issue 1 Revision 0 March 1997 Call Routing , \ Options I AREA CODE 613 ,f’ TORONTO AREA CODE 416 cc0540 Figure 3-2 Typical Foreign Exchange Line Wide Area Telephone 3.5 Service (WATS) Wide Area Telephone Service (WATS) is designed to meet the needs of customers who make or receive a large number of long distance calls to or from the same geographical region(s) within the home country. Calls are originated via Outward WATS lines and received over Inward WATS lines (800 Service). Generally, each WATS line is arranged to provide either inward or outward service, but not both. WATS divides the country into geographical regions known as zones. Zones are incremental, numbering 1 through n, from the home zone. For example, zone 4 provides a WATS subscriber in the home zone (zone 1) with access to all telephone subscribers in zones 1, 2,3 and 4. Likewise, zone n provides a WATS subscriber in the home zone with access to all telephone subscribers in all zones. Figure 3-3 shows Canadian WATS zones 1 through 6 and the zone numbering which is unique to WATS subscribers within Area Code 613, where MITEL Corporation headquarters is located. The rates for both Outward and Inward WATS are based on the zone and the hours of service subscribed to by the customer. March 1997 Issue 1 Revision 0 3-3 Automatic Route Selection and Toll Control )416) Figure Specialized 3.6 3-3 Canadian Common WATS Zoning (Zone 1 Being 880116 Area Code 613) Carrier Service (SCC) Specialized Common Carrier Service, offered by private companies, provides telephone service between major locations at a rate which may be less than that charged by the telephone companies, The rate is based on a monthly subscription fee plus a usage charge. Specialized common carriers must be approved by local communications regulations and may not be universally available. Currently, SCC services are not available in Canada. The restriction of this service is that some SCC directories are limited to major locations. Therefore, to avoid additional toll charges, the SCC company office must be within a local dialing distance. A typical SCC arrangement is shown in Figure 3-4. When a business subscribes to an SCC, it is issued with an account code (normally seven digits). Calls can then be routed via the company’s office by dialing a digit string similar to that shown in the following example: 3-4 Issue 1 Revision 0 March 1997 Call Routing Options 9 - 745-l 234 wait for dial tone, 1234567 305-994-I 234 T Trunk Access Code AccountCode TT Long DistanceNumber T SCCCompany’sOffice ---mm Figure March 1997 I - INDICATES SPECIALIZED COMMON CARRIER COMPANY LINES 3-4 Typical Issue 1 cc0541 SCC Arrangement Revision 0 3-5 Automatic 3-6 Route Selection and Toll Control Issue 1 Revision 0 March 1997 4 Detailed Description Introduction 4.1 The ARS feature is part of the PABX software package. It automatically selects one of a preprogrammed (programmed during CDE) list of trunk routes every time an outgoing call is made. The routes are selected based upon the digits dialed, in order of cost (i.e., least expensive route first), and in accordance with the caller’s toll restriction. The use of digit analysis and digit modification within the ARS package allows the system to recognize and modify any digit string which is dialed by the user, alleviating the need for the user to dial special trunk access codes, or to dial a different digit string for each of the various routes to the same destination. The complete Alternative ARS package provides the following: Routing Least Cost Routing Toll Control Overlap Outpulsing Expensive Route Warning Callback Queueing Camp-on Queueing Return Dial Tone. Alternative 4.2 Routing Alternative Routing is the automatic selection of an alternate trunk route when the first choice is busy. Routes (e.g., tie trunks or WATS lines) are preprogrammed in an implied sequence of selection within the Route Lists Table as described on page 5-10. Least Cost Routing 4.3 Least cost routing enables the customer to capitalize on the cost benefits offered by each type of trunk by allowing the installation company to define, via the Route Plans and Route Lists Tables, the order in which the trunk groups are to be selected. A number of different route lists can be defined to account for the fluctuation in rates with respect to the day and time of the week. Route lists are associated with day and time zones through the programming of the Route Plans table and Day Zone table, described on pages 5-9 and 5-7. March 1997 Issue 1 Revision 0 4-l Automatic Route Selection and Toll Control Toll Control 4.4 Toll control is an integral part of the ARS feature package. It allows the customer restrict user access to specific trunk routes and/or specific directory numbers. to Every peripheral device which is capable of accessing a trunk is assigned a class of restriction (COR). These CORs are arranged within COR groups which are associated with trunk groups through the programming of the Route Definition table. The Route Definition table defines a trunk group, how the digits dialed are to be modified, and which classes of restriction CANNOT access the route. A maximum of 50 COR Groups, each containing a maximum of 25 COR members, can be programmed. A COR group is simply a list comprised of several COR members. Once constructed, the group is assigned a number (1 to 50). This is the number used in route definition. Toll control takes place in the following way. Each time a trunk call is initiated, the system checks that the COR of the originating device is NOT included in the COR group assigned to the selected trunk route, verifying that the call is toll allowed (that is, the user is authorized to make the call). CORs are assigned to peripheral devices during the initial system programming, in accordance with the customer’s requirements, and can be modified at any time from an attendant workstation or CDE terminal by the proper authority (e.g., the telecommunications manager). Overlap Outpulsing 4.5 The basic principle of overlap outpulsing is to seize a trunk and commence outpulsing as soon as sufficient digits have been received to identify the route. This is necessary in order to minimize the post-dialing delay which would otherwise be experienced due to the serialization of digit collection, trunk seizure and digit outpulsing. The number of digits collected prior to outpulsing can be programmed by the customer during customer data entry. These digits may be subject to digit modification prior to being passed to the appropriate sender (dial pulse or DTMF) for outpulsing. Subsequent digits are collected by the system and are outpulsed. At the end of dialing, indicated by an interdigit time-out, or the dialing of a complete digit string of known length, the dialing sender is disconnected. System Option 26, No Overlap Outpulsing, inhibits overlap outpulsing for all calls. When overlap outpulsing is used, ARS destinations must not have conflicting length differences. Such conflicts will cause the first match to be used, not necessarily the best or specified match. If the following ARS example is used with overlap outpulsing, the first match on 95 will always select route 2. Route 1 will never be selected. Leading Digits 9 9 Digits to Analyse 56 5 Route 1 2 The post-dialing delay (i.e., the time lapse between the completion of station dialing and the receipt of ringback) which would be experienced when using a DTMF trunk, is minimum (slightly more than 1 second for a 1 O-digit number). If no overlap outpulsing is enabled, the delay for a 1 O-digit number outpulsed over a dial pulse trunk would be approximately 16 seconds at 10 pulses per second (pps). 4-2 Issue 1 Revision 0 March 1997 Detailed Description Trunk routes are seized only after the ARS process has determined the validity of the call with respect to the caller’s class of restriction. In this way, false traffic will not be generated at the CO (or distant PABX) by aborted seizures. Expensive 4.6 The Expensive Route Warning Tone is a programmable option which presents a tone to the user during call setup, and, if a SUPERSET 420TM or SUPERSET 430TM telephone is used, the message EXPENSIVE ROUTE appears on the LCD when the route selected by ARS is programmed as an expensive route. Any route but the first one may be programmed to deliver an Expensive Route Warning Tone. When alerted by the warning, the user then has the option of whether or not to continue the call. Callback 4.7 Route Warning Tone Queueing Callback Queueing (Automatic Callback) allows a user who encounters busy tone after dialing an ARS digit string (i.e., all trunks busy) to dial a callback access code, or, if a SUPERSET 420 or SUPERSET 430 telephone is used, to select CALLBACK, and be placed in a queue for the first available trunk. When a trunk becomes free, it will be seized, the originating device will be rung back, and, when answered, the previously entered digits will be automatically outpulsed. When honouring a callback, expensive route choices are skipped when ARS scans for an available trunk. Camp-on Queueing 4.8 Camp-on Queueing allows the user who encounters busy tone after dialing an ARS digit string (i.e., all trunks busy) to wait off-hook, or, if a SUPERSET 420 or SUPERSET 430 telephone is used, to select CAMP ON and remain off-hook until a trunk becomes free. (When a non-display telephone is used, the user remains off-hook for IO seconds and is automatically camped on to the busy trunk group.) When a trunk becomes free, the system seizes it automatically and the previously entered digits are automatically outpulsed. Expensive route choices are skipped when ARS scans for an available trunk when honouring a camp-on. Return Dial Tone 4.9 Return Dial Tone is a programmable option which allows the system to simulate CO dial tone for customers who consider that its absence would confuse the users of their system. For further information, refer to ARS Digit Strings Tables, paragraph 5.2 on page 5-2. Maximum Digits Dialed 4.10 The maximum March 1997 number of digits that may be dialed is 26. Issue 1 Revision 0 4-3 Automatic 4-4 Route Selection and Toll Control Issue 1 Revision 0 March 1997 5 ARS Tables General 5.1 The ARS package is a network of tables which contain data relevant to the setting up of a trunk call, such as routing options and CORs. The tables are interconnected through a series of indices and pointers. A total of nine tables make up the ARS network. They are, in order of programming: l l l l l . l l l ARS Digit Strings ARS Nested Digit Strings ARS Maximum Dialed Digits ARS Route Plans ARS Day Zone Definition ARS Route Lists ARS Route Definition ARS Modified Digit ARS Class of Restriction Groups. The hierarchy for the tables is shown in Figure 5-I. The system follows this hierarchy in deciding which routes to select and which users are toll-restricted on the selected routes. The following paragraphs describe the layout and fields of each table. Refer to the Customer&& Entry Practiceforfurther information. The way in which the tables combine to form the ARS network is described in general inPart 6, and in the scenario given in Part 7. March 1997 Issue 1 Revision 0 5-1 Automatic Route Selection and Toll Control FORM 20 - COR GROUP DEFINKION GROUP COR GROUP MEMBERS Nl-l YES FORM 25. ARS ROUTE PLANS (ROUTE PLAN 1) (PLANI 1 DAYZONE 1 1 DAY ZONE2 1 DAY ZONE3 STARTHR I LIST 1START HR I LIST 1START HR I LIST II- I FORM 21. DAY ZONE DEFlNIFlON 7* I 100 I 1 1 TO SPECIFIEDTRUNK GROUP WITH DIGIT 1 MODIFICATION IF NOT RESTRICTED BY COR GROUP CC0136 Figure 5-l ARS Table Hierarchy AM 5.2 5-2 Digit Strings Tables (CDE Form 26) The ARS Digit Strings tables consist of one primary and one nested table. The nested table is accessed from the primary table by pressing the SHOW STRINGS softkey on the attendant console or CDE terminal. (Note: If no leading digits are entered on the primary table, the nested table cannot be accessed.) The primary table permits the programming of leading digit information. Actual digit strings and routing information for each of the leading digit entries is programmed on the nested table. Issue 1 Revision 0 March 1997 ARS Tables The primary table is shown in Figure 5-2 and the nested table in Figure 5-3. The primary (leading digits) table is comprised of three fields: Leading Digits: This is essentially the same as a trunk group access code (e.g., the digit 9) but it may be any digit combination that the customer desires to be analyzed. An asterisk (*) is also permitted as a leading digit. A maximum of 100 leading digit combinations may be specified. Return Dial Tone: This field allows a simulated dial tone to be returned to the call originator, after the dial 9 access code for trunks has been received by the system, since the central office dial tone is not returned until digit analysis has been completed and a trunk seized. A YES or NO value is entered via the appropriate softkey on the attendant console or CDE terminal. The default value is NO. Restricted COR Group: This field is optional and may be programmed with a COR group number between 1 and 50. Programming a COR group number in this field will define which group members will NOT be permitted to dial the specified leading digits. If access to specified leading digits is unrestricted, the field is left blank. For example, if all users are permitted to dial the leading digit 9, the field would be left blank. If only those peripheral devices tagged as COR 1 are permitted to dial a given leading digit combination, the COR group must contain ALL CORs EXCEPT COR 1. Figure 5-2 FORM 26 - ARS Digit Strings Table - Leading Digits The nested form specifies the actual digit strings which are to be analyzed. The form is comprised of four fields; the fourth field being subdivided into two. The fields are: March 1997 Issue 1 Revision 0 5-3 Automatic Route Selection and Toll Control Digits to be Analyzed: Each line in this programmable field constitutes one entry. Digits programmed in this field are used by the system in conjunction with the leading digits to select the appropriate route. The following wildcard digits may be specified to simplify entering the digit strings: . . NOX l x l 1NlX l 1NOX l ONIX l ONOX l 1 OXXXONOX l IOXXXONlX l IOXXXI l IOXXXINIX l 10xxx0 0 1OXXXl NIX where NOX N is any digit from 2 through 9 and X is any digit from 0 through 9. Wildcard digit sequences beginning with N, 0, and 1 may ONLY be used at the BEGINNING of the digit string; X may ONLY be used at the END of the digit string. The wildcard digits allow for the following cases: To cover routing for any area code NOT SPECIFICALLY ROUTED, followed by seven digits would cover all unspecified area codes. represent half of the area codes in North America. For example, NOX-5551212 assistance calls. and Nl X-555-l 212 covers NOX and Nl X They each routing for all directory To cover routing for any area code NOT SPECIFICALLY IDENTIFIED and where dialing is preceded by a 1 or 0 long distance access code, 1 Nl X, 1 NOX, ON1 X, and ONOX followed by seven digits would cover all unspecified area codes. This allows wild card restriction of 555 and 976 numbers. For example, 1 NOX-976-XxXx, 1 Ni X-976-XxXx, ON1 X-976-XxXx cover routing for all 976- calls. ONOX-976-XxXx, and If routes are to be selected based on office codes, specified; for example, 82X, 83X, etc. blocks of office codes can be The wildcard sequences 1 OXXXONOX, 1 OXXXONI X, 1OXXXl NOX, 10XxX1 Nl X, lOXXX0, and 10XxX1 are designed for the call aggregator market (i.e., hotels, motels, hospitals, universities) to prevent unauthorized calls from being billed to the originating line, while allowing consumers access to the long distance carrier of their choice. They are accessed by pressing the ** MORE ** softkey three times. 1-l OXXXONOX 2- 1 OXXXON 1 X 3- INSERT 4- IOXXXl NOX 5 **MORE** 6-QUIT 7- FIND STRING 8- DELETE 9- IOXXXlNlX O- 5-4 Issue 1 Revision 0 March 1997 ARS Tables The system sorts digit strings in such a way that explicitly stated digit strings will be routed to their routes, while all others will be covered by wildcards. The ordering of digit strings is performed automatically by CDE after each string is entered. If two routes are defined for 416 and 416-555-1212, CDE will ensure that the specific string will occur first in the digits to be analyzed field. The number of entries which can be made in this field is limited only by the amount of available system memory. Quantity to Follow: This programmable field specifies the number of digits to be dialed AFTER the digits to be analyzed, and may be specified as UNKNOWN. The advantage of specifying the quantity to follow; i.e., 9-592 plus four digits, is that when the final digit is received, outpulsing can begin, and the DTMF receiver can be dropped; if UNKNOWN is specified, the interdigit time-out must occur before this happens, tying up PABX resources for a longer time than necessary on each call. The total number of digits in this field, and in the digits to be analyzed field, plus the leading digits (from the primary table), must be no greater than 26 digits. Long Distance: This programmable field is used to specify digit strings which are to be treated as long distance in order to enforce COS option 201, Account Code, Forced Entry - Long Distance Calls. This field is also used for Room Status Restriction in hotel/motel applications to restrict long distance calls. A caller with this COS option must enter an account code prior to dialing one of the designated digit strings. A YES or NO value must be specified. Termination Type and Number: Digits dialed may terminate on a route, a route list, or a route plan. These two subfields combine to index where each valid digit string is to be found. The first subfield is programmed with one of ROUTE, LIST, or PLAN, depending on whether a route, route list, or route plan is indexed. The second subfield. contains the number of the entry within the table referenced in the first subfield. For example, many destinations can be accessed only by direct distance dialing (DDD). For such a destination, ROUTE is specified as the termination type. Free calls such as 911 (in North America) always terminate directly on a route for DDD. If several route choices are available, a LIST is specified as the termination type, if the choices do not vary with time of day. A route plan, with day and time zone variations, is not required. This situation arises where an FX route is always preferred over DDD. In a situation where multiple route choices are offered, with preferences depending on time of day and day of the week, a termination type of PLAN is specified. March 1997 Issue 1 Revision 0 5-5 Automatic Route Selection DIGITS and Toll Control TO BE ANALYZED ) QTY TO FOLLOW ( LONG DISTANCE 7 7 7 7 7 7 7 7 7 7 7 7 IO 11 20 21 22 23 24 25 26 4 5 6 IO I- 7 ( NO IO 11 20 21 22 23 24 25 26 4 5 6 ROUTE ROUTE ROUTE ROUTE ROUTE ROUTE ROUTE ROUTE ROUTE LIST LIST LIST NO NO NO NO NO NO NO NO NO NO NO NO I- TERM TYPE AND NUM I ROUTE I 10 l- 2- x 3- INSERT 4- NOX 5- “MORE” 6- QUIT 7- FIND STRING 8- DELETE g-NIX O- 1 1 cc0442 Figure ARS Maximum 5.3 5-3 ARS Digit Strings - Nested Table Dialed Digits (CDE Form 27) Countries with open numbering plans require an ARS package that restricts the user based on the number of digits dialed. Each class of restriction has a maximum number of digits which can be dialed associated with it. If the maximum is exceeded, the call follows intercept handling for Illegal number routing. The table, shown in Figure 5-4, is comprised of two fields: COR: The COR field cannot be modified. Maximum Number of Dialed Digits: This field is programmable and a value must be specified for each COR. The allowable range is from 1 to 26 digits plus the default value of Unlimited. If a COR group has limited access, UNKNOWN must be entered in the Quantity to Follow column in the nested form of Form 26, ARS: Digit Strings. This ensures that ARS will not drop after analyzing the first digits. As well, System Option 47, ARS Unknown Digit Length Time-out, must be set at an appropriate value so that ARS is not terminated before the CO drops its receivers. In addition, the end-of dial key (#) which is optional via CDE should be disabled. This prevents the user from dialing undetected digits after the system’s DTMF receiver has been dropped. If a COR group has unlimited access, UNKNOWN is not required in the Quantity to Follow column in the nested form of Form 26 and a quantity can be specified. Note: 5-6 The default value of Unlimited Issue 1 is used in North America Revision 0 and must be specified in this column. March 1997 ARS Tables I COR MAXIMUM NUMBER OF DIALED DIGITS 1 2 3 4 5 6 7 0 9 10 11 12 UNLIMITED UNLIMITED UNLIMITED UNLIMITED UNLIMITED UNLIMITED UNLIMITED UNLIMITED UNLIMITED UNLIMITED UNLIMITED UNLIMITED 1 UNLIMITED l- 2- 3- 4- TOP 5- BOTTOM 6-QUIT 7- 8- COR 9- O- Figure 5-4 FORM 27 - ARS Maximum Dialed Digits ARS Route Plans Table (CDE Form 25) 5.4 The ARS package accommodates a maximum of 50 route plans, each of which is contained within a dedicated Route Plans table. The header of each table contains the time zone and the number of the day zone which is to be associated with the route plan. When first accessed, Route Plan 1 is displayed. By selecting the ROUTE PLAN softkey, the current route plan is identified, and the display prompts for the route plan desired: ROUTE PLAN = Entering a number (1 through 50) results in the associated plan being displayed. This table defines which route list (see Route Lists Table) is to be used in any given time zone (1 through 6), in any given day zone (1 through 3). Up to six time zones may be defined for each day zone, creating a total of 18 possible time zones per week. A different route list may be specified for each of these. When Time Zone 1 is in effect, the Route List used at a given time is determined by specifying a START HOUR. The hour is specified as a 2-digit number (00 through 23). The last START HOUR will create a time period which extends from that time up to the first START HOUR listed which creates a time zone loop for each day zone. If no route list is specified for a given START HOUR entry, all calls accessing the route plan containing this omission WILL BE DENIED. The Route Plans table is referenced table is shown in Figure 5-5. March 1997 Issue 1 from the ARS Digit String table. The layout of the Revision 0 5-7 Automatic Route Selection The Route and Toil Control Plans table contains four fields: Time Zone: This non-programmable field lists the six time zone numbers with the currently accessed route plan. associated Day Zone 1: This programmable field consists of two sub-fields, used to assign the Start Hour and Route List number. The Start Hour subfield indicates the time (in 24-hour format, 00 to 23) from which the route list is available. The route list is available until the start hour of the next Time Zone. (Note: Day zones are planned on the Day Zone Definition table. Day Zone 1 is typically Monday through Friday; Day Zone 2 is typically Saturday; and Day Zone 3 is typically Sunday.) This field on the Route Plans table informs the system as to what times each day zone is to be in effect. The Route List subfield informs the system as to what route list is to be used during these times in these day zones. Day Zones 1 TIME ZONE 2 and 3: These programmable DAY ZONE 1 START HOUR ROUTE LIST fields are identical DAY ZONE 2 START HOUR ROUTE LIST to Day Zone 1. DAYZONE 3 START HOUR ROUTE LIST 01 I 02 03 04 05 06 01 6- QUIT 7- ROUTE PLAN 8- 9- O- I I cc@444 cc@444 Figure 5-8 5-5 FORM 25 - ARS Route Issue 1 Revision 0 Plans Table March 1997 ARS Tables ARS Day Zone Definition 5.5 Table (CDE Form 21) Since telephone call rates vary during the day and with the days of the week, the system must be able to select the least expensive route based on this schedule. The Day Zone Definition table does this. The week may be broken into a maximum of three zones. Typically, these are (1) Monday through Friday, (2) Saturday, and (3) Sunday. The information from this table is used in route plan definition. Refer to Figure 5-6. The system allows for one definition of three day zones. The Day Zone Definition accommodates this feature. The table has eight fields: Day Zone: This is a non-programmable field which lists the zone numbers table 1 through 3. Mon-Sun: Theseseven programmable fields either ENABLE (shown by *) or DISABLE (shown by a blank) a given day zone on a given day of the week. Positioning the cursor on the desired day of the week results in softkey 1 showing the opposite function to what is entered in that field. For example, if Day Zone 1, MON, is ENABLED (an asterisk is displayed), the softkey will show DISABLE. Pressing the softkey will disable that day zone for that day. The MON field will then be blank for Day Zone 1 and the softkey will now show ENABLE. There must be at least one day zone defined for each day of the week. A user cannot exit from this form if any day does not have one zone defined. DAY ZONE 01 02 03 01 MON. TUE. WED. THU. FRI. SAT. SUN. * * * * * * * * * * * * * * l-DISABLE 2- 3- 4- 5- 6-QUIT 7- 8- 9- occ0445 Figure March 1997 5-6 FORM 21 - ARS Day Zone Definition Issue 1 Revision 0 5-9 Automatic Route Selection and Toll Control ARS Route Lists Table (CDE Form 24) 5.6 The Route Lists table contains a maximum of 100 one-line entries, defines up to six routes. The routes within each entry are listed in the they are to be tried; i.e., least expensive (Route 1) to most expensive there are two or more routes to a given set of locations, and the order are to be tried changes with the time of day because of rate changes, be programmed to reflect this. each of which order in which (Route 6). If in which they two lists must The table makes provision for the assignment of an expensive route warning of the second through sixth routes, as required by the customer. Layout of the table is shown in Figure 5-7. The seven fields which comprise are described below: List Number: This non-programmable field lists the route list entries. lists, each having up to six route choices, may be programmed. to each the table Up to 100 route First: This programmable field defines the first choice (least expensive) route. This route is identified by a one, two, or three-digit number in the range of one through 200. The number in this field is the route number from the Route Definition table. Second: This programmable field contains one subfield. This field defines the second choice route. This route is identified by a one, two, or three--digit number in the range of one through 200. The number in this field is the route number from the Route Definition table. The subfield enables the Expensive Route Warning (WT), associating the warning with this route. When the warning is required, ON is entered; when the tone is not required, the WT subfield is left blank. The default value is no expensive route warning (blank subfield), Third through Sixth: These programmable fields are identical defining the third, fourth, fifth and sixth route choices. 5-10 Issue 1 Revision 0 to the second March field, 1997 ARS Tables LISTNUM 01 02 03 04 05 06 07 08 09 10 11 12 FIRST SECOND WT 4 5 6 7 5 7 4 6 THIRD WT FOURTH WT FIFTH WT SIXTH WT ON ON ON ON 01 I I- DISABLE 2- 3- 4- TOP 5- BOTTOM 6-QUIT 7- LIST NUM 8- 9- OCC0446 Figure ARS Route Definition 5.7 5-7 FORM 24 - ARS Route Lists Table Table (CDE Form 23) The Route Definition table contains a maximum of 200 one-line entries. Each entry identifies a route. A route comprises a trunk group, the COR Group associated with the trunk group, and an index to the Digit Modification table. The layout of the Route Definition table is shown in Figure 5-8. The same trunk group may be used to create several routes; for example, a call in the U.S.A. may be routed via either the primary or secondary Specialized Common Carrier service (SCC). Also, COR groups may be varied so that different COR groups are assigned to the same trunk group. Because of these variations, more routes are required than trunk groups. The PABX therefore allows you to program up to 200 routes which allows for a worst-case situation where four routes are assigned to each of the 50 trunk groups. The Route Definition Route Number: table contains five fields: This non-programmable field lists the 200 route numbers. Trunk Group Number: This programmable field identifies the trunk group associated with each route. Entries are made in the form of one or two-digit numbers in the range of one through 50. A maximum of 50 trunk groups may be programmed. COR Group: This programmable field identifies the COR group associated with each trunk group. Entries are made in the form of one or two-digit numbers in the range of one through 25. A maximum of 25 COR groups may be programmed. March 1997 Issue 1 Revision 0 5-1 1 Automatic Route Selection and Toll Control Modified Digit Entry: This programmable field is the Entry Number on the Modified Digit table. Entries are made in the form of one, two, or three-digit numbers in the range of one through 100. This entry is used by the system as an index to the Modified Digit table. Comments: This programmable field permits comment desired against each entry number. is 20 characters. I ROUTE NUM TRUNK GROUP COR GROUP the CDE programmer to enter any The maximum length of the comment MOD DIGIT ENTRY COMMENTS 01 02 03 04 05 06 07 08 09 10 11 12 1 1 2 1 2 1 1 2 3 LOCAL DDD LONG DISTANCE BAND 2 WATS 03 2 1 3 BAND 2 WATS l- 2- 6-QUIT 7- ROUTE NUM 3- 4- TOP 5- BOTTOM 8- DELETE 9- o- DDD cc0447 Figure 5-8 FORM 23 - ARS Route Definition Table ARS Modified Digit Table (CDE Form 22) 5.8 The Modified Digit table contains a maximum of one hundred 1 -line entries. These are sequences indexed through a numerical index, 1 through 100, and are associated with routes through the Route Definition table. Refer to Figure 5-9. The purpose of digit modification is to allow the station user to dial calls in a consistent pattern, irrespective of the destination of the call or how it is routed. This table directs the system as to how digits are to be inserted into or deleted from the dialing sequence. For example, an FX trunk is installed between two cities, permitting calls to be placed between the two as if they were local calls. A caller in one of the cities placing a call to the other city would dial the distant area code, unaware that the system automatically selects the FX routing for the call. The Modified Digits tables instruct the system to delete the dialed area code from the dialing sequence when the FX route is chosen by the ARS package. Note: 5-12 The system will not automatically must be programmed in CDE. Issue 1 delete or insert any digits. Revision 0 The digits to be inserted or deleted March 1997 ARS Tables The Modified Digit table contains four fields: Entry Number: This non-programmable field lists the entry numbers The entry number is used in route definition. one through 100. Quantity to Delete: This programmable field defines the number of leading digits that the system must delete from a valid digit string prior to outpulsing. A maximum of 25 digits may be specified. Digits to be Inserted: This programmable field defines the digits and dial tone markers which are to be inserted in place of the digits deleted by the previous field. These digits are prefixed to the modified valid digit string and outpulsed over the trunk. The digits may be telephony digits 0 through 9, and for DTMF trunks 0 through 9, * and #. A maximum of 38 digits can be inserted; including any pauses and wait for dial tone symbols. Special number sequences are: *l *2 *3 *4 = = = = *5 *6 *7 *8 *9 = = = = = Pause for five seconds Wait for dial tone Switch to DTMF for Subsequent Digits Stop or start displaying modified digits. Modified digits are displayed on the sets and in the SMDR records (SMDR must be enabled in CDE Form 16, Trunk Groups). The first time *4 appears in a digit string the system stops displaying the following modified digits. The next time *4 appears, the system starts displaying the following modified digits. You can repeat *4 in a digit string to stop or start the displaying of digits. Pause 10 seconds Insert caller’s ID (for analog networking) Inset-t caller’s dialed account code (for analog networking) Insert PBX node ID number (for analog networking) Pause for 1 second To generate * on a trunk, ** must be inserted. Comments: This programmable field permits the CDE programmerto entercomments against each entry number. The maximum length for comments is 20 characters. March 1997 Issue 1 Revision 0 5-13 Automatic Route Selection and Toll Control ISDN DESIGN LINK BANDED OUTWATS UNBANDED OUTWATS Figure 5-9 FORM 22 - ARS Modified Digit Table ARS COR Group Definition Table (CDE Form 20) 5.9 of the peripheral devices are grouped within the Class of Restriction Group Definition table. These COR groups are referenced from the Route Definition table and their contents are interrogated to determine whether or not the calling device has insufficient privilege to complete the call. Absence of the calling device’s COR from a COR group indicates to the system that the call CAN be completed. A maximum of 50 COR groups, each containing a maximum of 25 members, can be programmed. COR members are numbered in the range one through 25; COR groups are numbered in the range one through 50. Refer to Figure 5-10. The CORs The COR Group Definition table has three fields: COR Group: This is a non-programmable one through 50. field which lists the COR group numbers COR Group Members: This programmable field is used to specify which COR group members are to be associated with the specified group number. COR member numbers range from one through 25 and may be entered in any order (member numbers must be separated with spaces); where entries are consecutive, they must be entered in the format 1-I 3. Comments: This programmable field is used by the programmer 20-character-long reminder against each group number. 5-14 Issue 1 Revision 0 to enter any March 1997 ARS Tables COR GROUP COR GROUP MEMBERS (SEPARATE WITH SPACES) 1 02 03 04 05 06 07 08 09 IO I LONG DISTANCE DDD 15 19-22 2-12 5 7 14 01 COMMENTS 11 12 01 2- l- 1 6-QUIT 3- ( 7.CORGROUP 4- TOP 1 8- 5- BOTTOM I g- I o- I I CC0458 Figure 5-10 FORM 20 - COR Group Definition Table Key System Toll Control (CDE Form 46) 5.10 When a key system telephone user makes a CO trunk call, either by pressing a CO line key or by dialing a direct CO line access code followed by a trunk number, the dialed digits are subject to digit analysis according to the digit strings in CDE Form 46, Key System Toll Control. Digit analysis 1. is performed as follows: Try to match the dialed digits against If there is a unique match, the digit string entries. go to step 2. If there is a partial match, wait for the inter-digit if the user may make a call. timer to time out before deciding If there is no match, allow the user to make the call, without termination type or COR. March checking the 2. Determine whether the user needs to dial an account code to make this call (Is the LONG DISTANCE option YES or NO?). If the option is NO, go to step 3. If the option is YES and the user has already dialed the account code, go to step 3; otherwise the call is toll denied. 3. Determine whether the termination type matches the selected trunk. If the termination type is a trunkgroup, the selected trunk must be a member of the trunk group to qualify for a match, otherwise the call is toll denied. If the termination type is a trunk, the selected trunk must match the termination trunk. If the termination type matches, go to step 4; otherwise, the call is toll denied. 1997 Issue 1 Revision 0 5-15 Automatic 4. Route Selection and Toll Control Determine whether the user’s COR is a member is, deny the call; otherwise, allow the call. Note: of the specified COR group. If it The CO trunk is not seized until enough digit analysis is done to determine that the call may be allowed. CDE Form 46, which specifies the actual digit strings to be analyzed, has five fields: Digits to be Analyzed: Each line in this programmable field constitutes one entry. The following wildcard digits may be specified to simplify entering the digit strings (N is any digit from 2 to 9, X is any digit from 0 to 9): 9 NOX ’ NIX x l INIX l INOX l ONIX l ONOX 9 l 1 OXXXONOX 10XXXONlX lOXXX1 NOX * 10XXXlNlX l 10xxx0 l lOXXX1 l l Wildcard digit sequences which begin with N, 1, or 0 may ONLY be used at the beginning of the digit string; X may ONLY be used at the END of the digit string. The wildcard digits allow for the following cases: For any area code NOT SPECIFICALLY seven digits would cover all unspecified the area codes in North America. l For example, NOX-5551212 directory assistance calls. IDENTIFED, NOX and NlX followed by area codes. They each represent half of and Nl X-555-l 212 covers routing for all free For any area code NOT SPECIFICALLY IDENTIFIED and where dialing is preceded by a 1 or 0 long distance access code, 1 NlX, 1 NOX, ONlX, and ONOX followed by seven digits would cover all unspecified area codes. This allows wild card restriction of 555 and 976 numbers. l For example, 1 NOX-976-XxXx, ON1 X-976-XxXx cover routing 1 Nl X-976-XxXx, for all 976- calls. ONOX-976-XxXx, and If routes are to be selected based on office codes, blocks of office codes can be specified; for example, 82X, 83X, etc. 5-16 Issue 1 Revision 0 March 1997 ARS Tables The wildcard sequences 1 OXXXONOX, 1 OXXXONI X, lOXXX1 NOX, IOXXXI Nl X, 1 0XxX0, and 10XxX1 are designed for the call aggregator market (i.e., hotels, motels, hospitals and universities) to prevent unauthorized calls from being billed to the originating line, while allowing consumers access to the long distance carrier of their choice. They are accessed by pressing the ** MORE ** softkey twice and three times. l- 1 OXXXONOX 6-QUIT 2- 1 OXXXON 1 X 4- 1OXXXl NOX 3- INSERT I 4 I 1 7- FIND STRING ) 8- DELETE I9- 10XXXlNlX 5- **MORE** ) O- The system sorts digit strings in such a way that explicitly stated digit strings will be routed to their routes, while all others will be covered by wildcards. The ordering of digit strings is performed automatically by CDE after each string is entered. If two routes are defined for 416 and 416-555-1212, CDE ensures that the specific string occurs first in the digits to be analyzed field. The number of entries which can be made in this field is limited only by the amount of available system memory. DIGITS TO BE ANALYZED CITY TO FOLLOW LONG DST 7 7 UNKNOWN NO NO YES 416 555 NOX l- 2- x 6-QUIT 7- FIND STRING TERM TYPE AND NUM TRUNK TRUNK TRUNK COR GROUP 12 10 11 1 1 2 3- 4- NOX 5- “MORE” 8- g-NIX Occ0449 Figure 5-11 FORM 46 - Key System Toll Control Quantity to Follow: This programmable field specifies the number of digits to be dialed AFTER the digits to be analyzed, and may be specified as UNKNOWN. The advantage of specifying the quantity to follow; i.e., 9-592 plus four digits, is that when the final digit is received, outpulsing can begin, and the DTMF receiver can be dropped; if UNKNOWN is specified, the interdigit time-out must occur before this happens, tying up PABX resources for a longer time than necessary on each call. The total number of digits in this field, and in the digits to be analyzed field, must not exceed 26. This field is ignored unless System Option 26, No Overlap Outpulsing is enabled. Entry is disabled by default. March 1997 Issue 1 Revision 0 5-17 - Automatic Route Selection and Toll Control Long Distance: This programmable field is used to specify digit strings which are to be treated as long distance in order to enforce COS option 201, Account Code, Forced Entry - Long Distance Calls. A YES or NO value must be specified. With a yes option, a key system caller must dial a specified internal number and enter an account code to receive dial tone, then select an external line, and then dial the called number. Termination Type and Number: Digits dialed may terminate on a trunk or a trunk group. Trunks are numbered 1 to 200, and trunk groups are numbered 1 to 50; if only a number is specified, termination type defaults to trunk group. COR Group: This programmable field identifies the COR group by a number in the range of 1 through 50. If the field is left blank, every COR group can access the digit string. Users with CORs in the listed COR group number are restricted from dialing the specific digit string. Examples A key set user selects trunk 12 and dials 416. From Figure 5-11, the first entry matches the dialed digits. The next step is to check if the user must dial an account code to make the call. For this example, the LONG DISTANCE field is NO; therefore the user is not required to dial an account code. The next step is to check if the termination type matches. The final step is to check if the user’s COR is specified in COR GROUP 1; if it is not a member, the user is allowed to make the call, otherwise the call is toil denied. If the user selects trunk 10 and dials 416, reorder tone is returned. The user is allowed to dial 555 plus seven digits, and any combination of digits other than 416 and NOX types using trunk IO. To dial an NOX type, the user must access trunk 11. To dial 613, the user may use trunk 10, 11, or 12 to make the call. 5-18 Issue 1 Revision 0 March 1997 6 ARS Operation Programming and General 6.1 The object of ARS is to choose one route for a call to take from one location to another (usually the least expensive) when several routes are available. The ARS package is the software program which instructs the system on how to make the choice. The choice the system eventually does make depends upon the parameters defined within it by the CDE programmer. These are not arbitrary. The parameters are determined by the needs of the PABX. Programming the ARS features properly requires (1) an understanding of what the customer needs, and (2) what the system must know to reflect those needs. It is important for the ARS programmer to have a good understanding of the cost structure of the different routes leading from the PABX to any called destination, since it is largely on the basis of cost that route selection takes place. Programming 6.2 Process - General In general, the ARS programming process follows this plan: 1. Determine the customer’s needs. types of calls will be permitted by programmer can assign classes Form 09, Stations/SUPERSETTM 2. Determine the customer’s facilities. The ARS programmer must know with what types of trunks the customer is equipped (CDE Form 14, Non-Dial-In Trunks and Form 15, Dial-In Trunks) and the relative cost of each to the customer. 3. Define CORs and COR groups on CDE Form 20, ARS: Class Groups, and apply these to trunk groups. The COR Group tables classes of restriction will be toll-denied on a given route. 4. Define plans. 5. Define digit strings. The leading digits and digit strings data are most important, since these form the link between what the set user dials, and what plan, list, or route is used. 6. Specify the maximum number of digits dialed by each COR. For North America: specify UNLIMITED (no further programming required). day zones (i.e., when The needs of the customer will determine what which peripheral devices. Knowing this, the ARS of restriction to the peripheral devices on CDE Telephones. rates will vary), modified digits, of Restriction specify which routes, lists, and Note that the ARS decision hierarchy, as shown in Figure 5-1, is essentially the inverse of the programming procedure. The first data programmed (COR members) are the last used in the ARS decision. The last data programmed (Digit Strings and Leading Digits) are the first used in the ARS decision, and point towards the required route, route list, or route plan. March 1997 Issue 1 Revision 0 6-l Automatic Route Selection and Toll Control The rationale for this dual approach to the ARS structure is this: From the system’s viewpoint, COR groups and members define the “rank” in importance of each user to the system. When ARS is given a digit string, it will ultimately accept or reject the call on the basis of the rank of the peripheral device attempting to make the call, but in order to do this, it must first determine how the desired call is to be routed. From a programming viewpoint, it is necessary to identify who possesses what rank before access to the various routes can be allowed or denied. In this way, digit analysis programming must take place with the COR of the peripheral devices always in mind. Programming 6.3 System 6.4 6-2 Process - Key System Telephones Key system toll control checks for a digit string match; if one exists, the call is denied. If there is no match, the call is allowed. In general, the ARS programming process follows these steps: 1. Determine what types of calls will be permitted by which peripheral devices. Knowing this, the ARS programmer can assign classes of restriction to the peripheral devices on CDE Form 45, Key System Telephones. 2. Determine what types of trunks the customer has from CDE Form 14, Non-Dial-In Trunks, and which ones each telephone may access. 3. Define CORs and COR groups on CDE Form 20, ARS: Class of Restriction groups, that apply to these trunks and/or trunk groups. The COR group tables specify which classes of restriction will be toll-denied on a given trunk. Members of a listed COR group are restricted from dialing the specific digit string. 4. Define Digit Strings. The digit strings data is most important, since it forms the link between what the set user dials, and whether the call is allowed or denied. 5. Specify the quantity 6. Specify whether of digits still to be dialed (or unknown) or not long distance for each digit string. is allowed. Programming When the paper forms are complete, the data must be entered into the system memory through the CDE terminal or attendant console. This is part of the customer data entry process, described in the Customer Data Entty Practice. Issue 1 Revision 0 March 1997 7 Application General 7.1 ARS is implemented on the PABX in a 2-stage process. First, data concerning the customer’s needs and the facilities, such as trunk possess. From this data, the ARS plan can be formulated on paper. must be transferred from paper to the system memory, through the or CDE terminal. Refer to the Customer Data Entry Practice. must be collected groups, that they Second, the plan attendant console Scenario 7.2 This scenario begins with the first stage of ARS implementation, collection and ARS plan formulation stage. For the purposes fictitious company is established. The company has two office in Winnipeg. The accounts and suppliers international telephone namely, the data of this scenario, a Canadian locations: its headquarters in Ottawa, and a service company also has a plant in Boca Raton, Florida, major in the Toronto area, and the company must be able to make calls. The PABX located in Ottawa is to be programmed. Trunk Groups In consulting the traffic studies performed by the PABX installation company, it was decided, in conjunction with the customer, that the PABX in Ottawa would be most cost-effective when connected to the public network via four trunk groups, and an SCC (specialized common carrier) link. The trunk groups were defined as follows: Trunk Group 1: Local trunks, and specialized Boca Raton plant. Trunk 514). Group 2: Zone 2 WATS Trunks Trunk Group 3: Ottawa-to-Toronto Trunk Group 4: Two-way The cost guidelines common (covering area codes 613,416, for calls to the 705,819 and FX Line. tie line to the Winnipeg which apply to these groups Tie Lines and FX lines are always WATS is less expensive through 1800, Monday carrier account, office. are: less expensive than any other trunk group. than direct distance dialing during the hours of 08:OO through Friday, and 08:OO through 12:00 on Saturday. SCC is less expensive than direct distance dialing during the hours of 8:00 through 18:00, Monday through Friday, and 08:OO through 12:00, on Saturday. March 1997 Issue 1 Revision 0 7-l Automatic Route Selection The following and Toll Control office codes are to be allowed: Toronto: 471, 825, 678 Winnipeg: 786 Ottawa: All office codes Boca Raton: 994 The trunking network for this scenario is shown in Figure 7-l. COR Assignments The employees at the company’s head office in Ottawa groups for purposes of toll control. COR numbers were assigned to the various COR 1: Executive. The executive international network. workers were separated into COR as follows: level can access all trunk groups, COR 2: Upper Management. This level can access trunks, and can access the SCC office. WATS, including the FX, tie, and local COR 3: Middle Management. This level can access FX, tie, and local trunks, can access the SCC office with free calls to any area. COR 4: Technical Staff. This level can access COR 5: Administrative For all other stations FX, tie, and local trunks. Staff. This level can access tie and local trunks, not previously assigned, COR 6: This level can access the internal Note: and the following network COR was given: only. It should be remembered that toll control can be applied not only to individual to trunk groups as well. An example of this is described later in this scenario. digit strings, but ARS Form Completion Because ARS involves PABXforms concerning the ARS tables. 7-2 trunks and trunk groups (both incoming and outgoing), the trunks and trunk groups must first be completed before starting Issue 1 Revision 0 March 1997 Application AREA CODE 204 WATS AND INTERNATIONAL AREA CODE 613 AREA CODE 416 AREA CODE 305 co co I 1 PABX (305) 994-8500 BOCA RATON, FLORIDA Figure March 1997 Issue 1 7-1 Trunking Revision 0 Network 7-3 Automatic Route Selection and Toll Control The ARS tables in Figure 7-2 and Figure 7-3 have been completed using the raw data produced in this scenario. The order in which they were completed is the order in which they would normally be programmed. A detailed description of the contents of the tables is given in the paragraphs immediately following Steps 1 through 3. 1. Complete the COR Group Definition table, listing in each members to be included. The Commenfs field may include which level within the company is contained within each concerning the destinations being restricted by each COR Complete changing 2. COR group the COR reminders concerning group, or comments group. the Day Zone table to provide day zones which satisfy the effect of rates for the trunk groups involved. Complete the Modified Digits table. This table instructs the system which digits to outpulse and which to absorbe. For example, if the “outside line” access code 9 is not to be outpulsed, the system should be instructed to delete the leading digit 9 from any digit string being analyzed. Similarly, if long-distance DDD calls are permitted, the system could be instructed to insert the digit 1 into the digit string, after 9 has been deleted. Since in this scenario it is known that the SCC network will be accessed, the system can be told to insert the SCC number and account code. The user would then simply dial a -/-digit telephone number (in this case, the office in Boca Raton). Digit modification need not consider specific user-dialed digit strings, but the various dialing possibilities MUST be considered. Complete the Route Definition table. Determine how many routes are available for the given trunks and complete the table accordingly. For example, if Trunk Group 1 has five routes available, each route must appear on this table with its own route number. Complete the Route List table. Assign each route defined a level of “choice”. If Trunk Group 1 has five routes available, order these according to first, second, third, fourth and fifth choices. The priority of the routes is normally dependent on cost. Complete the Route Plan table. This will permit the system to select a route list on the basis of fluctuating costs due to time of day and day of the week. The hours at which the rates change must be entered in the Start Hourcolumn. 3. List the leading digits which are to be considered valid by the system; i.e., those which satisfy the customer’s required access to the public network. The following order is recommended: (1) directory inquiry numbers and local office codes; (2) codes which provide unrestricted access to toll routes (i.e., 0 and 01); (3) specific toll route codes; (4) tie lines; (5) FX lines; (6) WATS lines; (7) calls to be completed via specialized common carriers. As each leading digits string is entered, specify the number of digits to follow in the Qty To Follow column. Complete the nested Digit Strings table. Digit strings index a route, route list, or route plan depending on the type of call initiated by the digit string. Analyze each digit string individually and complete the nested Digit Strings table accordingly, ensuring that each digit string terminates appropriately (as a route, list, or plan). If necessary, specify the maximum number of dialed digits, otherwise value of unlimited applies (unlimited for North America). 7-4 Issue 1 Revision 0 the default March 1997 Application ARS Digit Strings The contents of the ARS Digit Strings tables have been composed in accordance the requirements of the following scenario. Each entry is described below. with The leading digit has been specified as 9, which, in the scenario, represents the trunk access code of the PABX. Return dial tone is not required, therefore YES is specified in the Return Dial Tone field. Entries 1 and 2 contain digit strings which define free service calls to any area code, using the wildcard digits NOX and NIX. These calls are completed over local trunks and only one route is required (Route 9). Entries 3 through 5 contain the complete digit strings for emergency services, repair services, and directory assistance. As such, there are no digits to follow and a 0 is placed in the Qty To Followcolumn. These calls can only be completed over one route (i.e., local trunks), and are therefore assigned to the first available route (Route 1) in the Route Definition table. Entries 6 through 12 contain a cross section of office codes in the Ottawa area. In reality, it is likely that all office codes would have to be listed. The number of digits to follow in each case is four; i.e., the remaining number of digits required to complete a local call. These calls can only be completed over one route; i.e., local trunks. A route (Route l), having the same trunk group, COR and digit modification requirements as those required for entries 4 through IO has previously been defined. Therefore, Route 1 can be entered in the Terminator Type and Numbercolumn of these entries. Entry 13 provides an example of how access to an individual telephone number can be controlled. Access to this number (a local stockbroker) is restricted to the executive level by indexing it to a route (Route 2) which is associated (through COR Group 3) with COR 1. The number of digits to follow is 0. Entries 14 and 15 contain digits which allow unlimited access to the toll call network; i.e., digit 0 for operator assistance and 01 for access to the international network. The number of digits to follow for entry 14 is 0. The number of digits to follow for entry 15 is Unknown, since it is dependent on the call destination. The Qry To Follow entry for this string therefore contains the word Unknown. A route exists (Route 2) and satisfies the COR and digit modification requirements for entries 14 and 15. Route 2 is therefore entered in the Terminator Type andNumber column of these entries. Entry 16 contains the complete digit string for the service office in Winnipeg. As such, the number of digits to follow is 0. This call can be completed over either of two routes: the tie trunk or DDD. Since these routes are not time-dependent (tie trunks are always less expensive than DDD), a List (List 1) is defined in the Terminator Type and Number column. Entry 17 is an example of a toll number within the home area; digit modification sequence must be defined which inserts the outpulsing. This digit modification sequence is defined in entry Digits table and is referenced from a newly defined route Definition table (Route 3). March 1997 Issue 1 Revision 0 therefore, a new toll digit 1 prior to 2 of the Modified within the Route 7-5 Automatic Route Selection l . l l and Toll Control Entry 18 contains the digit string which defines the number of the plant in Boca Raton. Calls to this destination can be completed using one of two long distance services: SCC or DDD. The tariff structure for SCC is similar to WATS in that SCC is less expensive than DDD during business hours. As such, the two routes for entry 18 are indexed via the Route Plan table and Route List Definition table. The number of digits to follow is 0 and the first available route plan is Plan 1. Entries 19 through 21 contain the digit strings which define toll routes to specific COs within area code 416. The number of digits required to complete a call to any of these offices is 4. These calls can be completed over any one of three routes: FX, WATS, or DDD. These routes are time-dependent (i.e., during some times WATS is less expensive than DDD, and at others, DDD is less expensive), and as such, they are indexed to PLAN 2 in the Terminator Type andNumbercolumn. Entry 22 contains a digit string which defines the area code 416. The digits to follow can be any combination of seven digits. This provides a user, having the required COR, with unrestricted access to any CO within the area defined by area code 416. Like entries 19 through 21, these calls can be completed over any one of three routes which are time-dependent. However, unlike entries 19 through 21, user access is not restricted to specific COs, and therefore an additional set of routes having the relevant CORs is required. Consequently, additional route lists are required to list the new routes and an additional route plan is required to associate the new route lists with day and time zones. Plan 3 is therefore entered in the Terminator Type and Number column. Entries 23 through 25 contain digit strings which define the three area codes which, in conjunction with entry 22, define the area codes accessible through Zone 2 WATS. Unlike entry 22, calls made via entry 23 through 25 can only be completed over either of two services: WATS or DDD. These two routes are time-dependent and are therefore indexed to Plan 3 in the Terminator Type and Numbercolumn. Route Definition Table Calling devices which are routed to Route 1 from the ARS Digit Strings tables are allowed to complete calls over the CO Trunk Group 1 if they are part of COR Group 1. The digit modification sequence for such calls is defined in Modified Digits table entry 1. Similarly, devices are routed via Routes 2 through 9 from the Route List table. Route List Table List number 1 is referenced from the ARS Digit Strings table. It provides alternate routing by listing two routes: Route 4 and Route 5. The routes are listed in order of cost (Route 5 is identified in the Route Definition table as the tie line between Ottawa and Winnipeg), and as such it is always less expensive than the alternative DDD route defined by Route 4. List numbers 2 and 3 are referenced from Route Plan 1. Within that plan, they are assigned to time zones such that for any given time zone, they define the least cost routing. Each entry lists two routes: Routes 3 and 6 (Route 3 being DDD and Route 6 being identified within the Route Definition table as SCC). List numbers 4 and 5 are referenced from Route Plan 2. They list three routes (2, 7 and 8) in order of cost for the day and time zones defined within Route Plan 2. 7-6 Issue 1 Revision 0 March 1997 Application List numbers 6 and 7 are referenced from Route Plan 3. They are similar to entries 4 and 5 with the exception that the FX line is not included. Route Plan Table Route Plans 1 through 3 are referenced from the ARS Digit Strings tables. They assign route lists to the day and time zones which are defined in the associated Day Zone table. In Route Plan 1, least cost routing is provided by Route List 2 during Day Zone 1, Time Zones 1 and 2, and Day Zone 2, Time Zone 1, and by Route List 3 in the remaining day/time zones. March 1997 Issue 1 Revision 0 7-7 Automatic Route Selection and Toll Control ARS FORMSWORKSHEET FORM 26 - ARS: DIGIT STRINGS 1 2 3 4 IF MORE THAN ONE ROUTE I3 5 6 7 a 9 IO 11 12 13 t I ^ I - i ^ I-I 14 15 z 16 17 18 19 20 21 22 P 1 P P 2 11 Hour ( List 2 8 2 8 List 3 2 12 2 12 3 12 3 1 a 4 8 4 8 5 2 12 4 12 5 12 5 3 18 5 18 5 18 5 E LL 2 3 P 24 List 8 2 P 23 (I Hour 1 1 25 - 4 ,“TE I PLAN#: -- I 25DIGITSMAX(INCLUDINGLEADINGDIGITS SPECIFYADAYZONE FOREACHDAYOFTHEWEEK WITHANASTERISK(‘) Figure 7-8 THEREAREA MAXIMUM OF 50ROUTEPLANS. IF THISFORMIS USED,THENALSOFILLOUTFORM21 7-2 Table Issue 1 Network Revision 0 (Part 1) March 1997 Application ARS FORMS WORKSHEET FORM 23 -AR!?: ROUTE DEFINITION FORM 22 - ARS: MODIFIED A I t FORM 20 -AR!? COR GROUP LLst ( CORGmupMemben 1 2 1 I 1 I 6 7 1 I Trunk Groups 1. LocalTrunka 2. Zone2 WATS 3 FXline 4 -Tie line DEFINITION I 6.25 I 3-25 2.25 I 1997 hmp”h I I COR Assignment 1-alI trunks 2 -WATS,FX,Tie.SCC.local 3 - FX,h. SCC,local 4. FX,Tie,local 5 -Tie. loca Figure March DIGIT TABLE ENTRY NO.: GENERIC1001-53 GENERIC lW2, 1003.1w4, LIGMWAE 100 I TRUNK OUTPULSING 7-3 Table Issue 1 Network Revision 0 (Part 2) 7-9 Automatic Route Selection and Toll Control Day Zone Table The Day Zone table defines three time zones for each day. These are combined Route Plan table to form nine day and time zones. in the In this scenario, three trunk groups are time-dependent: the WATS lines and the CO and SCC trunks. The tariff structure for these two groups is such that WATS is less expensive than DDD on Monday through Friday from 08:OO - 18:00, and on Saturday from 08:OO - 12:O0. COR Group Definition Table All entries in the COR Group Definition table are referenced from the Route Definition table. Group 1 contains CORs 6 through 25. Peripheral devices which have been assigned any of these CORs are restricted from completing calls via routes which reference COR Group 1. Similarly, COR Groups 2 through 5 define different levels of service. Modified All entries l l l 0 l Scenario 7.3 7-10 Digits Table in the Modified Digits table are referenced from the Route Definition table. Entry Number 1 is associated with digit strings in the ARS Digit Strings table where the digits to be outpulsed are identical to those dialed by the user. As such, only the leading digit of the string is absorbed and no digits need be inserted. Entry Number 2 is associated with digit strings in the ARS Digit Strings table which represent toll calls and therefore require the leading digit to be absorbed and the toll digit 1 to be inserted. Entry Number 3 is associated with digit strings in the ARS Digit Strings table which are outpulsed over the tie line to Winnipeg, and as such, all digits dialed by the user are deleted and a 0 for the distant attendant is inserted. Entry Number 4 is associated with calls which are completed via the SCC link. The SCC account code is inserted in the digits to be outpulsed. Entry Number 5 is associated with the digit strings in the ARS Digit Strings table which are outpulsed over the FX Line to Toronto. The first four digits are deleted and a dial tone marker is inserted in the DIGITS TO BE INSERTED column. - Key System Toll Control When a Key System telephone selects a CO line to make a call, toll control is invoked before the trunk is seized. Key System Toll Control is essentially a verification to determine if the dialed digits are restricted from being dialed on the selected trunk; otherwise, the call is allowed. As digits are received, they are analyzed; if there is no digit match on the selected trunk, the call is allowed. If there is a match, the long distance and type of termination is checked to see if the call should be denied. If the call is allowed, then the COR Group is checked to see if the caller is allowed to make this call. Issue 1 Revision 0 March 1997 Application A typical CDE Form 46, Key System Toll Control, as shown in Figure 7-4, has been composed for this scenario and each entry is described below. Entry 1 allows users who are not included calls to Area Code 416 on trunk 1. l in COR group 1 to make long distance Area code 416 may be dialed by non-members Entry 2 allows non-members l of COR group 555 plus seven digits, and any combination is allowed using trunk 10. Entry 3 allows non-members in trunk group 4. l of COR group 1. 1 to dial 555 numbers using trunk 2. of digits other than 416 and NOX types of COR group 3 to dial 976 numbers using any trunks Denied to dial any call to 976 plus four digits. Entry 4 allows non-members l Allowed of COR group 2 to dial NOX calls using trunk 3. to dial NOX long distance DIGITSTO BE ANALYZED QN TO FOLLOW 416 555 976 NOX calls. LONG DST NO NO NO YES 7 7 7 UNKNOWN TERM NPE AND NUM TRUNK TRUNK GROUP TRUNK COR GROUP 1 2 4 3 1 1 3 2 l- 2- x 3- 4- NOX 5 “MORE” 6- QUIT 7- FIND STRING 8- 9- NlX Occ054 Figure 7-4 Typical Key System Toll Control Digits to be Analyzed Strings: These digits are analyzed determine that there is no match. Quantity here. Long March 1997 to Follow: Distance: The number This column Issue 1 Form to find a match, or to of digits which are to follow the digit string is listed allows or does not allow a long distance Revision 0 call. 7-l 1 Automatic Route Selection and Toll Control Term Type and Number: The type of termination for this key (either trunk or trunk group) and its number are programmed in this column. After the digits are analyzed, this column is checked to verify that the selected trunk is included so that the call may be allowed. COR Group: The COR Group Definition table lists the COR members to be included in each COR group. The COMMENTS field may include reminders concerning the destinations being restricted by each COR group. The last check that is made before allowing a call is whether or not the caller is a member of a restricted group. 7-12 Issue 1 Revision 0 March 1997 8 Automatic Data Route Selection (ADRS) General 8.1 Similar to voice calls, outgoing data calls are dependent upon the digits dialed, time of day, and restrictions set up during CDE. An additional requirement of ADRS is the grouping of trunks by their ability to carry data at a maximum baud rate. Since trunks can presently be grouped and named, no modifications are required to the existing program. ADRS is not available with LlGHTWARE Basic software. Application 8.2 This used taken CDE section is intended as an example of an ADRSARS program which could be by a programmer in Kanata. In this section, a bottom-up path through the steps by the programmer will be followed. This is not intended to represent the full requirements. In the following example, Mite1 has three locations: programmer needs the following information: 1. Knowledge 2. The assigned 3. Toll control 4. Internal The following of available trunks (number, Kanata, Florida, and England. The type, and line speed) class of restriction requirements numbering outgoing plan specifics. trunks are available: 1. Eight CO trunks, 4800 baud line comprising five 600 baud lines, two 1200 baud lines and one 2. A 1200 baud tie line to Florida. Trunk Groups The CO trunks are defined in CDE Form 14, Non Dial-In Trunks, and the tie trunk is defined in CDE Form 15, Dial-In Trunks. The following tables list trunks that are grouped according to their common characteristics in CDE Form 16, Trunk Groups. In this example, shown in Table 8-1, all trunks of the same type and speed are considered to form a group. March 1997 Issue 1 Revision 0 8-l Automatic Route Selection and Toll Control Table 8-1 Trunk Groups I Group Members Trk Grp # Trunk Type 1 600 baud CO 1,2, 3, 4, 5 2 1200 baud CO 6, 7 3 4800 baud CO 8 1200 baud tie 9 4 I I COR Groups CDE Form 20, COR Group Definition, as shown in Table 8-2. is used to create all necessary COR groupings, Table 8-2 COR Groups COR Group COR Group Members Comments 1 1 President 2 1-3 President & Upper Management 3 l-6 President & Managers 4 1-9 All but Administration 5 1-15 All Voice Station Requirements Table 8-3 summarizes the customer’s for outgoing voice calls: 8-2 is allowed requirements to call Florida and the following 1. Everyone 2. Technical staff, all management, and the president in North America using any trunks. 3. Middle management is allowed to call the England when the discount rate applies. 4. Upper management 5. The president 6. Administration is allowed is allowed Issue 1 apply using the tie trunk. to call the England to call any number staff are not allowed restrictions are allowed off ice only during evening hours office any time. (including any long distance Revision 0 to call anywhere the operator 9-O) any time. calls. March 1997 Automatic Data Route Selection (ADRS) Data Station Requirements The following apply for outgoing restrictions data calls: 1. The president 2. The 4800 baud CO trunk is used for data calls only. 3. The president and all management are allowed use of the 4800 baud line subject to the time of day restrictions imposed by voice station requirements. 4. Technical staff are allowed calls only. 5. Technical staff, all management, and the president (subject to time of day restrictions listed above). 6. The 1200 baud tie line to Florida is only cheaper same baud rates during the day. 7. Administration is unrestricted and can use lines of any speed during the day or night. use of the 4800 baud line at night only, but for local staff are not allowed outgoing can use any trunk to Florida than CO trunks with lower or the calls originating at a data station. Dial Number Dial Number I 9-305-994-8500 (Florida) 4800 Baud CO 1..6 1200 Baud Tie line 600 Baud CO 1..15 1..9 1..9 1200 Baud CO 4800 Baud CO 600 Baud CO 9-O (Operator Long Distance) 1200 Baud CO 4800 Baud CO 1 ..6 1 1 1 Page 1 of 21 March 1997 Issue 1 Revision 0 8-3 Automatic Route Selection and Toll Control Day Zones In this example, l l l the day zones are as follows: Day Zone 1, Monday to Friday Day Zone 2, Saturday Day Zone 3, Sunday Day zones are entered Modified on CDE Form 21, ARS: Day Zone Definition. Digits CDE Form outpulsing. abbreviated used in this 22, ARS: Modified Digit Table, defines digits which are replaced before Four digits are deleted because there are four digits in each system dial number, described later in this section. The digit modification table example is shown in Table 8-4. Table 8-4 Digit Modification Entry QTY to DEL Digits to Be Inserted 1 4 011-44-62872821 2 4 3 I 4 4 I 1 I Issue 1 l-305-994-8500 1 I 1 5 8-4 None Revision 0 None March 1997 Automatic Data Route Selection (ADRS) Route Definition CDE Form 23, ARS: Route Definition, as shown in Table 8-5, is derived from the Customer Requirements table, Table 8-3. The Route Definition table finalizes the customer requirements table by specifying a trunk group number and the digit modification to use for the dialed digit string. Table 8-5 Route Num Route Definition Trunk Group COR Group Mod Digit Entry 2 1 3 1 3 2 2 1 4 2 3 1 5 3 2 1 6 3 3 1 7 4 5 2 a 1 4 3 9 2 4 3 10 3 3 3 11 4 5 2 12 1 4 4 13 2 4 4 14 3 4 4 15 1 1 4 16 2 1 4 17 3 1 4 ia 1 4 4 19 2 4 4 20 3 4 4 22 1 4 5 23 2 4 5 21 Route Lists If a call can use more than one route, digit translation accesses CDE Form 24, ARS: Route Lists, instead of a route. For example, if the digit string 8822 were produced, route 7, 8, 9 or IO can be used to complete the call. Note here that the routes in each route list are entered in order of ascending cost. Table 8-6 defines the route lists for this example. March 1997 Issue 1 Revision 0 a-5 Automatic Route Selection and Toll Control Table 8-6 Route List Table Route Plan CDE Form 25, ARS: Route Plans, is used when time of day dependencies exist for a given digit string. Each entry in the route plan identifies either a route or a route list from which a trunk group is selected. For this example, the three time zones are: TimeZone 1 (TZI) = (08 to 17) Time Zone 2 (TZ2) = ( 18 to 22 ) Time Zone 3 (TZ3) = ( 23, and 0 to 7 ) The following route plans were created according to the customer’s requirements: Route Plan 1 8-6 Issue 1 Revision 0 March 1997 Automatic Data Route Selection (ADRS) Route Plan 2 Day Zone 1 Time Day Zone 2 Day Zone 3 Zone Start Hr Rte List Start Hr Rte List Start Hr Rte List 1 08 3 08 3 08 3 2 18 4 18 4 18 4 3 23 4 23 4 23 4 Route Plan 3 Time Day Zone 2 Day Zone 1 Day Zone 3 Zone Start Hr Rte List Start Hr Rte List Start Hr Rte List 1 08 5 08 5 08 5 2 18 6 18 6 18 6 3 23 6 23 6 23 6 Route Plan 4 Time Day Zone 2 Day Zone 1 Day Zone 3 Zone Start Hr Rte List Start Hr Rte List 1 08 8 08 8 08 8 2 18 9 18 9 18 9 3 23 9 23 9 23 9 - Start Hr Rte List The ARS programmer defines the digit string for the Tie trunk in CDE Form 26, ARS: Digit Strings. This trunk is programmed as shown below: Leading Digits Return Dial Tone 89 Abbreviated Dial Entry, the following index numbers Index Number Digit String 22 3059948500 23 are 89 30 1997 COR Group Unrestricted NO In CDE Form 31, System defined: March Restricted I I 0114462872821 Issue 1 Revision 0 8-7 Automatic Route Selection and Toll Control These numbering plans result in the following system abbreviated (sometimes referred to as system speed call numbers): LocationDirectory Florida Florida England NumberSpeed dial numbers Call Number 305-994-8500 8822 89 (Tie Trunk)8823 01 l-44-62872821 8830 An originator can dial either the speed call digit string or the full CO trunk directory number for Florida, but only the speed call digit string is used for any calls to England. Scenarios 8.3 The following examples illustrate above application. Each example Abbreviations RPl= RLl= Rl= DZl= TZl= Example how the ADRWARS assumes a Monday system uses the tables in the to Friday day zone (DZl). used are as follows: Route Plan 1 Route List 1 Route 1 Day Zone 1 Time 1 At I:00 PM, a member of the administration from a 600 baud data terminal. Digit translation follows 1:OO PM represents RL8 contains staff dials the digit string 9-416-652-5555 the path g-else to select TZI and RP4 [DZl, TZl] RP4. selects RL8. the routes R18, R19, R20. Each of the routes in the route list has legal COR values use since the administration staff COR is [lo to 151. The call cannot of [l to 91, barring their be completed. Example 2 A member of middle management terminal at 10:00 AM. Digit translation follows 10:00 AM represents RLl contains dials the digit string 8830 from a 1200 baud data the path 8-8-3-O to select RPI. TZl and RPl [DZI, TZl] selects RLl . the routes Rl , R3, R5. Each of the routes in the route list allows only COR values from [l to 31 which bars their use, since a middle manager’s COR is [4 to 61. The call cannot 8-8 be completed. Issue 1 Revision 0 March 1997 Automatic Data Route Selection (ADRS) Example 3 At 9:00 PM, a member of upper management from a 600 baud data terminal. Digit translation follows 9:00 PM represents RL6 contains dials the digit string 9-305-994-8500 the path 9-3-0-5-9-9-4-8-5-0-O TZ2 and RP3 [DZi , TZ2] selects to select RP3. RL6. the routes R12, R13, Rll , R14. Each of these routes will allow the call since: 1. They all allow COR values 2. The originator’s trunk groups. 2 to 3 (upper management) baud rate of 600 is less than or equal to the baud rate of all The call can be completed. Observe the order in which the trunk groups are selected. All CO trunks of baud rates less than or equal to the tie trunk are selected before the tie trunk. Since the call originated during the night, the CO trunks are less expensive than the tie trunk and, as stipulated in the requirements, least cost route selection is demonstrated. Example 4 At 10:00 PM, a member baud data terminal. Digit translation of the technical follows staff dials the digit string 8822 from a 4800 the path 8-8-2-2 to select RP2. 10:00 PM is TZ2, RP2 [DZI , TZ2] selects RL4 contains RL4. the routes R8, R9, RlO, R7. R7 allows the technical staff’s COR. R7 uses Trunk Group 4. Trunks in Trunk Group 4 are each 1200 baud. The call is barred from completion on R7 based on incompatible baud rates. R8 allows technical staff’s COR. R8 uses Trunk Group 1. Trunks in Trunk Group 1 are each 600 baud. The call is barred from completion on R8 based on incompatible baud rates. R9 allows technical staff’s COR. R9 uses Trunk Group 2. Trunks in Trunk Group 2 are each 1200 baud. The call is barred from completion on R9 based on incompatible baud rates. RlO does not allow the technical The call cannot March 1997 staff COR so the call is barred on Rl 0. be completed. Issue 1 Revision 0 8-9 Automatic Route Selection Example and Toll Control 5 At 9:00 AM, a member baud data terminal. of the administration staff dials the digit string 8822 from a 1200 Digit translation follows the path 8-8-2-2 to select RP2. 9:00 AM is TZl, RP2 [DZl, RL3. RL3 contains the routes TZl] selects R7, R8, R9, Rio. R7 is the Tie trunk to Florida. The call completes. If the tie trunk was already in use, the call would not complete since no other route in the route list allows administration COR [lo to 151. 8-10 Issue 1 Revision 0 March 1997 Appendix A Preventing Toll Fraud This appendix explains how to program of unauthorized toll access. the ARS CDE forms to minimize the possibility All SX-200@ PABX systems with any combination of Direct Inward System Access (DISA), integrated Auto Attendant or peripheral COV or ONS interfaced Auto AttendaWVoicemail are susceptible to fraudulent use by unauthorized users. Analyze all ARS Digit Strings ARS Digit String entries determine your toll control plan. You should analyze them closely to ensure that they provide the desired level of toll control. It’s extremely important that you clearly understand which digit string entries the system will identify as the closest match to the digit string dialed. The digit string that ARS identifies as the closest match may not be the same digit string entry that you intended the dialed digits to match. For Example: All stations are Class of Restriction (COR) restricted from Route 9. The entry ‘IX” is intended to pick up all local calls that begin with digits 2 through 9. IIGITS TO BE ANALYZED QTY TO FOLLOW 0 1900 1 X LONG DISTANCE NO NO NO NO UNKNOWN 7 10 6 TERM TYPE AND NUM ROUTE ROUTE ROUTE ROUTE 2 9 2 1 l- 2- 3- INSERT 4- NOX 5- “MORE” 6-QUIT 7- FIND STRING 8- DELETE g-NIX Occ0544 Figure March 1997 A-l Example Issue 1 1: Digit Strings Revision 0 Subform for Form 26 A-l Automatic Route Selection and Toll Control At first glance, this ARS program appears to deny all calls to l-900. This restriction applies if a user dials 9 followed by l-900. If however, a user dials 9 followed by 1 and then pauses, the ARS Unknown Digit Length Timer will run until it expires and the system will select Route 2. The user could then continue dialing, 9-O-O or any other digits. This access is allowed because the entry of digit string “1” is the closest match to the digits dialed by the user. In addition, the SMDR records for these calls may be missing or incomplete. This is a side-effect caused by users pausing during ARS digit strings for lengths of time longer than the ARS Unknown Digit Length Time setting. SMDR records are not generated for these calls because the DTMF receiver is dropped from the trunk when the ARS Unknown Digit Length Time expires if the dialed digit string is matched. To prevent DIGITS these types of calls from being routed, TO BE ANALYZED 0 1900 IX QN TO FOLLOW LONG DISTANCE UNKNOWN NO program the ARS as follows. TERM NPE AND NUM ROUTE 2 7 NO ROUTE 9 10 NO ROUTE 2 6 NO ROUTE 1 l- 2- 3-INSERT 4 NOX 5 “MORE” 6-QUIT 7- FIND STRING 8- DELETE g-NIX O- cc0545 Figure A-2 Example 2: Digit Strings Subform for Form 26 In the form shown in Figure A-2, the entry of “1 xxxxxxxxxx” forces the user to enter a full 10 digits after dialing 1 before the call routes out. Some areas may require an entry of “1 xxxxxxx” for 1 plus seven digit dialing. In the above example, all calls to l-900 are toll denied. Test all conflicting ARS entries to determine that insufficient dialing does not cause the system to route calls incorrectly. With the recent increase in international long distance toll fraud, you should give special attention to 011 calls. Sites that do not normally require international dialing should toll control all 011 calls. These calls could be routed through the console operator for screening so that only internal employees would be transferred to an ARS route that allows 011 to be dialed. A-2 Issue 1 Revision 0 March 1997 Appendix A - Preventing Toll Fraud DISA And Dial-In Trunks DISA presents the greatest potential for abuse by external callers. Two levels of security can be provided by restricting the Class of Restriction (COR) and Class of Service (COS) of the DISA trunk from making external calls, and then allowing the trunk to have external access if a Verified Account Code is dialed after the DISA Feature access code. The Verified Account Code changes the COR and COS of the normally restricted DISA trunk, allowing external access for authorized users. The use of 12-digit account codes provides the greatest number of possible account code combinations, and therefore the highest level of protection. Using 12-digit account codes allows one trillion possible codes. The use of 4-digit account codes only allows ten thousand possible codes. Auto Attendant The PABX Auto Attendant feature is very similar to DISA in its operation. The only difference between DISA and Auto Attendant is that the caller is listening to a recorded announcement with Auto Attendant. ONS or COV Interfaces Voice Mail/Auto Attendant(COV/ONS VM/AA) Proper considerations should be made for toll control of COV and ONS VM/AA ports. Many peripheral systems simply perform blind transfers to any digit sequence entered on the incoming trunk. Some ONS VM/AA system use station ports looped back onto loop start trunks for message-sending setups. This loop-around setup used in conjunction with System Option 22 (Last Party Clear Dial Tone), can allow a caller who has been dropped by the VM/AA to receive dial tone, and possibly proceed to dial through ARS. All station ports used in loop backs should be properly toll controlled and should only have the minimum required COS options. System Abbreviated Dial It’s important to note that in the SX-200 LIGHT Systems, Abbreviated Dial (speed call) is not subject to toll control. Access to system speed call is controlled through Class of Service programming for stations and Dial-In Trunks that require restriction. A system speed call entry that consists of manually inserted digits could potentially bypass all COR restrictions. A speed call of this type would be set as follows: *3xx “XX” is any digit 0 to 9 designating the quantity of user dialed digits to be inserted. If a user accesses a speed call entry which has been configured in this manner, the user could enter an ARS Leading Digit and enough digits to cause ARS to route. This type of call would not be subject to COR restrictions. March 1997 Issue 1 Revision 0 A-3 Automatic Route Selection and Toll Control Direct to ARS Any device with Direct to ARS enabled in its COS or the COS of an Account Code dialed, can bypass the Restricted COR Group entry programmed against the ARS leading digit programmed in Feature Access Code 37, Direct to ARS. Therefore, a trunk or station that is COR restricted from an ARS leading digit can still place a call out through this leading digit, if it is done through the Direct to ARS feature access code. COR restrictions on specific routes will still apply to all ARS or Direct to ARS calls made by all devices. Passwords Change all levels of passwords from the default modems connected to the maintenance port. A-4 Issue 1 Revision 0 passwords on systems that have March 1997 Appendix 9109-097-220-NA Issue 1 Revision 0 A - Preventing Toll Fraud A-5 Automatic Route Selection and Toll Control WTFS A-6 Issue 1 Revision 0 March 1997 SX-200@ ML PABX Station Message Detail Recording l”, 8 - Trademark of Mite1 Corporation. 0 Copyright 1997, Mite1 Corporation. All rights reserved Printed in Canada. Station Message Detail Recording NOTICE The information contained in this document is believed to be accurate in all respects but is not warranted by Mite1 Corporation (MITELs). The information is subject to change without notice and should not be construed in any way as a commitment by Mite1 or any of its affiliates or subsidiaries. Mite1 and its affiliates and subsidiaries assume no responsibility for any errors or omissions in this document. Revisions of this document or new editions of it may be issued to incorporate such changes. VT100 is a trademark of Digital Equipment Corp. IBM, IBM PC, IBM XT, IBM AT are trademarks of International Business Machines Corporation. SX-200, SUPERSET, SUPERSET 410, SUPERSET 420, SUPERSET 430, LIGHTWARE, ACD TELEMARKETER and MILINK are trademarks or registered trademarks of Mite1 Corporation. Issue 1 Revision 0 March 1997 Table of Contents 1. Introduction ..1- 1 ........................................................ General .............................................................. Reasonforlssue ....................................................... Brief Description ......................................................... 2. Detailed Description ..l- 1 ..I- 1 1-l - Trunk SMDR .................................. General .............................................................. Trunk Call Record Buffers ................................................. Recorded Information .................................................... CallTiming..............................................................2Trunk SMDR Call Record Examples ......................................... 5-Digit SMDR Option ..................................................... 3. Detailed Description ..2- 1 .2-l .2-l 7 .2-8 .2-10 - Data SMDR. ................................... General .............................................................. Recorded Information .................................................... Data SMDR Call Record Examples .......................................... Data Call Record Buffers .................................................. 4. ACD TELEMARKETER@ Reporting System SMDR External .................... Devices. ..................................................... General .............................................................. Printer ............................................................... TapeMachine ......................................................... Cabling .............................................................. 6. SMDR Programming and Control .................................... General .............................................................. TRUNK SMDR and ACD SMDR Programming Options .......................... Data SMDR Programming Options .......................................... 7. Operational Parameters. ............................................. General .............................................................. Non-Recording Conditions ................................................ Attendant-Handled Calls .................................................. IncomingCalls.. ....................................................... DataSMDR ........................................................... Appendix A - Account Codes ............................................. General .............................................................. Description.. .......................................................... AccountCodeTerminator ................................................ Forced Account Codes .................................................. Operation...............................................................AAccount Code entry at the start of an outgoing call: ........................... Account code entry during a call on a SUPERSET 420TM telephone: ............. Account code entry during a call on a SUPERSET 430TM telephone: .............. March 1997 Issue 1 Revision 0 .3-1 ..3- 1 .3-l .3-8 .3-l 1 General .............................................................. Recorded Information .................................................... ACD Call Record Examples ............................................... 5. .2-1 .4-1 ..4- 1 .4-l .4-6 .5-I ..5..5..5..5- 1 1 1 1 .&I ..6- 1 .6-l .6-3 .7-1 ..7- 1 .7-l .7-l ..7- 2 ..7- 2 A-I ..A..A..A..A- 1 1 1 I 2 A-2 A-2 A-2 ... III Station Message Appendix Detail Recording B - DATA Account Codes. ...................................... ~-1 General .............................................................. Description..............................................................BIncoming, Outgoing, and Internal Data Calls .................................... Incoming Data Calls .................................................... Outgoing and Internal Data Calls .......................................... Incoming Call over Special DISA Trunk ..................................... System Abbreviated Dial Numbers ........................................... Forced Account Codes .................................................. ..B- I 1 B-l B-l B-2 B-3 B-3 ..B- 4 List of Tables Table Table Table Table Table Table Table 2-l 2-2 3-l 3-2 4-1 6-1 6-2 Summary of Fields in Trunk SMDR Records ......................... SMDR Fields Changed for 5- digit Trunk SMDR ....................... Summary of Fields in a Data SMDR Record ......................... Data Call Disconnect Reasons .................................... Summary of Fields in ACD SMDR Records .......................... CDE-Selected SMDR COS and System Options ...................... CDE-Selected Data SMDR COS and System Options .................. Issue 1 Revision 0 2-5 2-10 3-4 3-5 4-2 6-2 6-3 March 1997 1 Introduction General 1.1 This document describes the Station Message Detail Recording (SMDR) feature of the PABX. The document includes a detailed description of the feature and its operational parameters. Refer to the Peripheral Devices Practice and the installation Information Practice for information on the installation of external devices (e.g., printers). Reason for Issue 1.2 This practice is issued to describe the SMDR feature of the PABX. This practice describes changes that have been made to allow the SMDR feature to interface the MITEL ACD TELEMARKETER@ Reporting System. also with Brief Description 1.3 The Station Message Detail Recording or “call detail recording” feature is an integral part of the system. It generates a descriptive call record for every incoming and outgoing trunk call made via the PABX. These call records can be routed to an RS-232 port for processing or printing. They allow the customer to evaluate the use of the system’s trunks and determine whether the quantity and type of trunks are the most economical mix for the traffic being handled by the PABX. In addition, the customer can analyze the use of the trunk network by corporate personnel. Misuse can then be corrected through modifications to the toll control assignment. Data SMDR provides a record of each data call which is made within the PABX so that all data-related traffic may be analyzed. ACD TELEMARKETER Reporting System SMDR provides a record of each ACD call which occurs within the PABX so that all ACD-related traffic may be analyzed. March 1997 Issue 1 Revision 0 l-1 Station l-2 Message Detail Recording Issue 1 Revision 0 March 1997 2 Detailed Description Trunk SMDR General 2.1 The SMDR data collection process is initiated every time a trunk (incoming or outgoing) is seized. The collection process forms part of the system’s call processing routines; as such, data is collected on a per-call basis for the duration of each call. The data is formatted into an SMDR record and is routed to a printer output port. The records can be routed directly to the output port as described in Part 4 of this practice. When SMDR (outgoing and incoming) is selected, a record is generated for every trunk call regardless of the call duration, the identity of the originating party or whether the call is completed. When two or more trunks are involved in a call, a separate record is generated for each trunk, allowing each trunk to be analyzed for costing purposes. When a station which is involved in a trunk call invokes a transfer to another station, only one record is generated; however, the number of the second station appears in the SMDR call record. A call may be transferred several times but only the first and second party is recorded. If account codes are entered, a record is generated for each account code. An SMDR l l l Note: record is not generated calls which encounter internal calls between for: busy trunks, stations or between calls made from stations disable. a station and the Attendant, or going to trunks whose class of service includes SMDR Automatic Number Identification (ANI), Custom Local Area Subscriber Services (CLASS), and Dialed Number Identification Service (DNIS) information can also be reported in an SMDR trunk record. Enable COS Options 814, SMDR - Record ANVDNIYCLASS, and 806, SMDR - Record Incoming Calls. Please refer to the Features Description Practice for a complete operational description of ANVDNIS and CLASS. Trunk Call Record Buffers 2.2 The PABX has 200 buffers which store call record information. If all buffers become full, there are two options: overwrite the oldest record, or do not allow trunk calls until buffers are available. Recorded 2.3 Each SMDR call record occupies a single 85 character line (88 if a 3-digit system identifier is included). The information which may be included in a call record is as follows: l l March Information 1997 Call Start time and date Calling party Issue 1 Revision 0 2-l Station Message Detail Recording l Called party Call duration l Call completion l l l l l l . . . . . status (e.g., called number Digits dialed on the trunk (maximum Meter pulses (optional) Identifies Identifies the second conferences station in a transfer and transfers Indicates when the Attendant ARS leading digits . . CLASS . DNIS digits (optional) CLASS name (optional) . 26 digits) Outgoing and incoming trunk numbers Long calls identified (optional) Time to answer incoming calls Account code (optional) System identifier (optional) ANI digits (optional) . busy) or in a conference was involved in the call digits (optional) The definition of the data and its position in the record is given in Table 2-1. The table has five columns: the first identifies the data; the second defines the data’s position within the record; the third indicates the format of the data; the fourth describes the data; and the fifth provides additional notes. A description Note: Five-digit of the call record fields detailed SMDR is described in Table 2-1 is as follows: later in this section; see 5DIGIT SMDR OPTION. Long Call Indicator(z): This optional field contains a dash (-) for calls 5 to 9 minutes, 59 seconds, a percent symbol (%) for calls10 to 29 minutes, 59 seconds, or a plus symbol (+) for calls of 30 minutes or more. This is useful when records are to be scanned manually. Date (mm/dd): day separated The date is reported numerically as a 2-digit month followed by a (/) slash. The year is not reported. by a 2-digit Start Time (hh:mmp): The start time of a call is reported in hours and minutes. System option “24 Hour Clock” determines whether a 12-hour or 24-hour format is used. The letter “p” indicates pm in 12-hour format. Duration of Call (hh:mm:ss): The call duration is reported in hours, minutes and seconds with leading zeroes being output (maximum time that can be recorded is 18 hours, 12 minutes, 15 seconds). Calling Party (pppp): This is the identity of the party that originated the call. If a 5digit extension numbering plan is used, only the last four digits will be used by SMDR to identify the calling party. It may be a station, the attendant, or an incoming trunk, as described below: 2-2 Issue 1 Revision 0 March 1997 Detailed Description - Trunk SMDR Station Number as Calling Party (cccc): A station number may be one to four digits (O-9, *, #) which are left-justified; i.e., no leading zeroes. Attendant as Originating Party: Calls originated by the attendant which do not involve a third party report a calling party of the console directory number. If the attendant calls an outside party on behalf of a station or trunk, that station or trunk is reported as the caller but the Attendant Flag symbol (*) appears in the “Attendant was Involved” field. Trunk Number as Calling Party (Tnnn or Xnnn): When the originating party is an incoming CO trunk, “Tnnn” appears on the record, where “nnn” is the number of the trunk. When the originating party is an incoming non-CO trunk, “Xnnn” appears in the trunk record. The “T” or “X’ensures that CO Attendant trunks may be distinguished from TIE trunks. The trunk number is the trunk ID specified during customer data entry in the Trunk Assignment tables. Attendant (f): This 1 -digit field contains an asterisk (*) when a call is originated by or initially answered by the Attendant. This flag will not appear when a call is transferred to the attendant. Time to Answer (ttt): This is the number of seconds from the time the incoming trunk is seized until the call is answered. If the call is never answered, this field displays ***. It applies to incoming calls only. Leading zeroes are output and the field remains at 255 when an overflow is reached. Leading Digits (up to 5 ARS leading digits): This field applies to outgoing calls. For incoming calls, this field reports Time to Answer (see above). Leading digits correspond to digits programmed in the ARS digit string form during CDE. Leading digits reported may be from one to four digits long (O-9, *, #) (only the first 4 of 5 digits are reported). The field is left-justified and space filled. Digits Dialed on the Trunk (xxx---x): The maximum number of digits (O-9, *, #) recorded is 26. When the SMDR Meter Pulse On option is selected, this number is reduced to 20. This field does not include the trunk group access code on outgoing calls. The digits recorded are the actual digits outpulsed on the trunk after digit modification has been performed. On dial-in trunk calls, the digits dialed in on the trunk are recorded. When more than 26 digits are dialed, only the first 26 are recorded and the rest are ignored. Meter Pulses (mmmmm): The number of reversals (i.e., meter pulses) received from an outgoing trunk can be recorded when COS Option 247 (SMDR - Record Meter Pulses) is enabled. However, the maximum number of digits dialed on a trunk that are recorded is reduced from 26 to 20. The range of the count of meter pulses is 00000 to 65535, with leading zeroes being output. Meter pulses are used most frequently in Hotel/Motel applications, where each call generates a pulse, and for outside North America, where a number of meter pulses is generated for each toll call, proportional to the distance and duration of the call. Refer to meter pulses in the Features Description Practice. Call Completion Status (h) (Outgoing Calls): This field is used to report the completion status of an outgoing call in so far as the PABX is able to determine When the trunk group is programmed to receive “Answer Supervision” and a supervision is received, an “A” is reported. March 1997 Issue 1 Revision 0 it. 2-3 Station Message Detail Recording Call Completion Status (h) (Incoming Calls): The PABX can monitor the outcome of the call and provide a comprehensive report on the call’s completion. From a dial-in trunk, but not a direct-in-line trunk, if the station or hunt group to which the call is directed is busy, a “B” is recorded. When an incoming dial-in trunk dials an invalid number and receives reorder tone, an “E” is repot-ted. The field is blank for incomplete calls. A ‘7” is reported if the incoming trunk is answered with TAFAS. When an incoming call is forwarded by the Attendant to a busy station, a “B” appears in the call completion status field. Recall no answer is indicated by an “N” or an “R”; an ‘IN” indicates that a transferor did not answer a recall, and an “R” indicates that the transferor did answer the recall. Speed Call or Call Forward Flags (C,R, or F): This field contains a “C” when the number is speed dialed and an “F” when the call is forwarded through the external call forward feature. Otherwise, “R” will appear (routed via ARS, the default for outgoing trunk calls). Called Party (qqqq): This is the party to whom the call is directed. It may be a station number, the Attendant, or the trunk number for outgoing calls. The format in which the called party is output is identical to that used for the calling party. See Calling Party (pppp). For incoming calls to the attendant, the called patty is recorded as the attendant unless the attendant transfers it to a station. For direct-in lines, it would be the station number. On outgoing calls handled by the attendant, the called party would be the trunk number which the call went out on. Transfer/Conference Call (K): This field identifies calls that involve three or more parties. It contains a ‘IT” for supervised transfers, “X” for unsupervised transfers (i.e., dead transfer or transfer into busy) and a “C” for 3-way conversations and conferences. Third Party (rrrr): The third party field contains the number of the station to which a trunk call has been transferred. When several transfers take place during a trunk call, the first party is the only one reported. The format is identical to that of the Calling Party (PPPP). Account Code (aa...a): Account codes are typically used to charge the cost of calls either to internal departmental cost centers or to project accounts for billing to specific projects. An extension may have the option or be forced to enter an account code for trunk calls. The account code may be I-12 digits (the default value is six digits). If COS Option 246 (SMDR - Extended Record) is enabled, up to 12 digits of the Account Code are recorded. Otherwise, only the first eight digits of the account code are recorded. System Identifier (iii): This optional 3-digit field may contain values from “000” to “999”. “000” indicates that no identifier has been entered. The system identifier is programmed at the System level and is printed only if COS Option 246 (SMDR Extended Record) is enabled. ANVCLASS Digits (nn....n): This optional field may contain up to IO digits. If COS Options 806 (SMDR - Record Incoming Calls) and 814 (SMDR - Record ANVDNISKLASS) are enabled, the ANI or CLASS digits received from an incoming trunk will be recorded. If no digits are received, this field will be blank. 2-4 issue 1 Revision 0 March 1997 Detailed Description - Trunk SMDR DNIS Digits (dd....d): This optional field may contain up to IO digits. If COS Options 806 (SMDR - Record Incoming Calls) and 814 (SMDR - Record ANVDNISCLASS) are enabled, the DNIS digits received from an incoming trunk will be recorded. If no DNIS digits are received, this field will be blank. CLASS Name: This optional field may contain up to 15 characters. If COS Options 246 (SMDR - Extended Record) and 814 (SMDR - Record ANVDNIWCLASS) are enabled, the CLASS name received from an incoming trunk will be recorded. If no name is received, this field will be blank. Table 2-1 Summary Name Columns of Fields in Trunk SMDR Records Format Definition Notes Long Call (Optional) 1 z - = 5-9 min % = 1O-29 min + = 30 or more min Date 2-6 mm/dd mm = Month dd = Day mm = 01-12 dd = 01-31 Spacer 7 Start Time 8-l 3 hh:mmp hh = Hours mm = Minutes p = PM (12-hour clock) 00-23 00-59 Spacer 14 Duration of call 15-22 hh:mm:ss hh:mm:ss = duration in hours:minutes:seconds hh = 00-l 8 mm = 00-59 ss = 00-59 maximum = 18:12:15 Spacer 23 Calling Party 24-27 PPPP cccc = Extension Number Tnnn = Trunk Number (CO) Xnnn = Trunk Number (Non-CO) mmmm = Attendant Console Directory Number c = o-9, *, # nnn = 001-200 m = O-9, *, # Spacer 28 Attendant 29 f * = Attendant -- = Attendant not involved Attendant answered or initiated the call, then transferred it to an extension. Leading Digits 30-33 cccc cccc = Access Code (outgoing and tandem calls only) c = o-9, *, #, left-justified Time to answer (Alternate) 30-32 ttt ttt = time in seconds *** = Call unanswered ttt = 000 - 255, leading zeroes output, incoming calls only Page 1 of 3 March 1997 Issue 1 Revision 0 2-5 Station Message Detail Recording Table 2-l Name Summary Columns Digits dialed on the trunk of Fields in Trunk SMDR Records Format (continued) l- Definition 34-59 xx . .. . x Up to 26 (20 if metering) dialed on the trunk 55-59 mmmmm mmmmm pulses Call Completion Status 60 h A = Answer Supervision B = Callee is Busy E = Caller Error T = TAFAS answered R = Incoming call recalled and was answered by transferor N = Incoming call recalled and was not answered by transferor Outgoing Incoming Direct/Dial-In Incoming/Dial-In Incoming Incoming/Outgoing Speed Call or Call Forward Flags 61 C,R, or F C = Number was Speed called (ARS implied) F = Forwarded through External Call Forward R = default (ARS implied) Outgoing - All trunk calls are ARS by default. Called Party 62-65 cccc = Extension Number Tnnn = Trunk Number (CO) Xnnn = Trunk Number (Non-CO) mmmm = Attendant Console Directory Number c = o-9, *, # nnn = 001-200 Meter (Optional: Transfer/ Conference I 66 67 Third Party 68-71 Spacer 72 Account Code (Optional) 73-84 Spacer (Optional) 85 System Identifier (Optional) 86-88 = number of meter x = O-9, *, or #; private speed call numbers are not recorded mmmmm = 00000 to 65535, leading zeroes output m = O-9, *,# T = Supervised Transfer X = Unsupervised Transfer C = 3-Way or Conference Call Spacer digits Notes rrrr cccc = Extension Number Tnnn = CO Trunk Number Xnnn = Non-CO Trunk Number mmm = Attendant c = o-9, *, # n = 001 - 200 m=O-9,*,# aa . . . . a Length of 1 to 12 digits a = O-9, space-filled Programmed i = O-9 iii = 000-999 000= nocode entered at System level Page 2 of : 2-6 Issue 1 Revision 0 March 1997 Detailed Table 2-1 Summary Name 1 Columns Spacer (Optional) 89 ANKLASS 90-99 Digits (Optional) Spacer (Optional) 100-l 02 DNIS Digits (Optional) 103-112 Spacer (Optional) 113 CLASS Name (Optional) 114-128 of Fields in Trunk SMDR Records 1 Format 1 Description - Trunk SMDR (continued) Definition I Notes nn . .. . n Up to 10 digits from an incoming ANVDNIS or CLASS trunk n = O-9, *, # dd . . . . d Up to 10 digits from an incoming ANVDNIS trunk d = O-9, *, # 15 char’s from Up to 15 characters incoming CLASS trunk I an Page 3 of 3 Call Timing 2.4 The timing functions which apply to incoming and outgoing calls are described as follows: Incoming Call - Three timing aspects of an incoming call are recorded on an SMDR call record: the date, the time taken for the called party to answer and the duration of the call. The time to answer is the difference between the time when the called device is seized and the time when the called party answers. The duration of the call is the difference between the time when the call is answered and the time when the call is released; i.e., call cleardown. Outgoing Call - For an outgoing call, the date, the call start time and the call duration are recorded on an SMDR call record. The call start time is recorded as either the time when the called device is seized, or, in the case of answer supervision, the time when the called device answers. Call answer is determined by an answer supervision signal provided by the trunk. The call duration is the difference between the time when the call is answered and the time when the call is released; i.e., call cleardown. To be recorded, calls must either be answered or exceed the duration specified by the Pseudo Answer Supervision Timer, unless SMDR is specifically programmed. Otherwise; see Part 6, SMDR Programming and Control. March 1997 Issue 1 Revision 0 2-7 Station Message Detail Recording Trunk SMDR Call Record Examples 2.5 Examples identifiers. of typical trunk SMDR are shown below: 2-PARTY OUTGOING 0 call records, excluding account codes and system CALL 1 2 3 4 5 6 a 7 9 123456789012345678901234567890123456789012345678901234567890123456789012345678901234567890 -06/13 11:42 00:08:29 214 9 16135552122 000 ART054 On June 13th at 11:42 AM, extension 214 obtained trunk number 54 and dialed “i-61 3-555-2122”. Answer supervision was provided. The conversation lasted 8 minutes, 29 seconds. 2-PARTY OUTGOING 0 CALL 1 2 3 4 5 6 a 7 9 123456789012345678901234567890123456789012345678901234567890123456789012345678901234567890 05/17 lo:51 00:01:52 213 9 201 000 ARX082 On May 17th at lo:51 AM, extension 213 accessed an identified trunk group, then dialed 201 to obtain an extension in the other PABX. The other PABX provided answer supervision and the conversation lasted 1 minute, 52 seconds. The trunk number was 082. 2-PARTY INCOMING 0 CALL 1 2 3 4 5 6 7 8 9 123456789012345678901234567890123456789012345678901234567890123456789012345678901234567890 01/30 15:lO 00:02:22 T102 008 201 000 201 On January 30th at 3:i 0 PM, incoming Direct-in Trunk Number 102 rang in to extension 201. The extension answered after 8 seconds and they talked for 2 minutes, 22 seconds. 2-PARTY INCOMING 0 CALL 1 2 3 4 5 6 7 a 9 123456789012345678901234567890123456789012345678901234567890123456789012345678901234567890 03/12 09:ll 00:01:12 X116 078 63 224 000 On March 12th at 9:ll AM, Dial-in Tie Trunk 116 dialed hunt group with access code “63”. Extension 224 answered after 7 seconds, and the conversation lasted 1 minute, 12 seconds. ATTENDANT-HANDLED 0 1 CALL-OUTGOING 2 3 TRUNK 4 5 6 7 8 9 123456789012345678901234567890123456789012345678901234567890123456789012345678901234567890 tOV30 15:27 00:35:11 201 *9 1655556951 ART052 000 On January 30th, extension 201 dialed the attendant and asked for an outside line. The attendant dialed 1-654-555-6951. At 3:27 PM, the other party answered and the conversation lasted 35 minutes, 11 seconds. Trunk number 52 was used. 2-8 Issue 1 Revision 0 March 1997 Detailed ATTENDANT-HANDLED CALL - INCOMING 1 0 2 Description - Trunk SMDR TRUNK 3 4 5 6 7 8 9 123456789012345678901234567890123456789012345678901234567890123456789012345678901234567890 04/05 13:42 00:00:31 TO90 009 1234 000 On April 5th at I:42 PM, trunk 90 rang into the attendant. After 9 seconds, at 1234 answered. The trunk party spoke to the attendant for 31 seconds, CALLING EXTENSION 0 TRANSFER 1 2 the attendant then hung up. CALL 3 4 5 6 7 8 9 123456789012345678901234567890123456789012345678901234567890123456789012345678901234567890 04/02 09:36 00:04:55 103 9 5552122 FiT162T 100 000 On April 2nd at 9:36 AM, extension 103 dialed ARS leading digit code followed by 5552122. The called party answered and after conversing, the caller transferred the called party to extension 100. After further conversation, extension 100 hung up. The total period for both conversations was 4 minutes, 55 seconds. Trunk number 162 was used for the call. CALLED EXTENSION TRANSFER CALL 0 1 5 6 7 2 3 4 123456789012345678901234567890123456789012345678901234567890123456789012345678901234567890 03/12 07:42 00:03:06 T162 l 003 241T 8 215 9 000 On March 12th at 7:42 AM, trunk 162 rang the console and requested to speak to extension 241. The attendant took 3 seconds to answer the call. After speaking to extension 241, the latter extension then transferred the call to extension 215. The total conversation lasted 3 minutes, 6 seconds. ANALOG NETWORKING 0 1 - OUTGOING 2 CALL 3 4 5 6 7 8 9 123456789012345678901234567890123456789012345678901234567890123456789012345678901234567890 01/16 09:52 00:02:21 2664 9 7082664#95551022 RX124 On January 16th at 09:52 AM, extension 2664 accessed a tie trunk and dialed 95551022. The call lasted 2 minutes and 21 seconds. The Analog Networking feature caused the analog network access code (708 as defined in Modified Digits Table) and the calling extension (2664) to be passed onto the trunk. ANALOG NETWORKING 0 1 - INCOMING CALL 2 3 4 5 6 7 8 9 123456789012345678901234567890123456789012345678901234567890123456789012345678901234567890 01/13 15:26 00:01:18 4300 004 *94300#2777 2777 On January 13th at 3:26 PM, extension 2777 received a call from an incoming tie trunk. The incoming digits dialed on the trunk were 2777 (the called extension); the Analog Networking feature added *9 (network feature access code as defined in CDE) and 4300 (the calling party identification for that tie trunk). The call lasted 1 minute,18 seconds. March 1997 Issue 1 Revision 0 2-9 Station Message Detail Recording 5-Digit SMDR Option 2.6 For those environments where a five digit record of parties in a call is required, the calling, called, and transferred parties may be identified by five digits instead of four digits. The Trunk SMDR record is modified as detailed in Table 2-2. The remainder of the record remains the same as for four digit numbers. System Option 08, Five Digit SMDR, must be enabled; otherwise, regular 4-digit trunk SMDR is in effect. Calling Party be a station, (ppppp): This is the identity the attendant, or an incoming of the party that originated the call. It may trunk, as described below. Called Party (qqqqq): This is the party to whom the call is directed. It may be a station number, the attendant, or the trunk number for outgoing calls. The format in which the called party is output is identical to that used for the calling patty. See Calling Party (PPPPP). The third party field contains the number of the station to which a trunk call has been transferred. When several transfers take place during a trunk call, the first party is the only one reported. The format is identical to that of the Calling Party (PPPPP). Third Patty (rrrrr): Table 2-2 SMDR Fields Changed Name Calling Party Columns Format 24-28 PPPPP for 5- digit Trunk SMDR Definition ccccc = extension number Tnnn = trunk number (CO) Xnnn = trunk number (Non-CO) mmmmm = attendant console aaaaa = agent ID number Called Party 62-66 99999 ccccc = extension number Tnnn = trunk number (CO) Xnnn = trunk number (Non-CO) mmmmm = attendant console aaaaa = agent ID number ppppp = ACD path number Transfer/ Conference Third Party 67 K T = supervised transfer X = unsupervised transfer C = 3-way or conference 68-72 rrrrr ccccc = extension number Tnnn = CO trunk number Call Xnnn = non-CO trunk number mmmmm = attendant aaaaa = agent ID number ppppp = ACD path number Notes ccccc = o-9, *, # nnn = 001-200 mmmmm = O-9, *, # aaaaa = O-9, *, # left-justified ccccc = o-9, *, # nnn = 001-200 mmmmm = O-9, *, # aaaaa = O-9, *, # PPPPP = o-9, *, # left-justified ccccc = o-9, *, # n = 001 - 200 mmmmm= 0 - 9,*, # aaaaa = O-9, *, # PPPPP = o-9, *I # left-justified Note: The changes in data for columns 28, 66, 67, and 72 may affect call costing machines connected to the PABX, unless the call costing machines are programmed for these new fields. 2-10 Issue 1 Revision 0 March 1997 Detailed Examples OUTGOING of typical trunk SMDR call records Description - Trunk SMDR (with 5-digit fields) are shown below: CALL WITH CONFERENCE 8 0 1 2 3 4 5 6 7 123456789012345678901234567890123456789012345678901234567890123456789012345678901234567890 06/13 11:42 00:08:29 1701 9 5552122 FIT001 9 Cl0065 On June 13th at 11:42 AM, extension 1701 dialed 555-2122 via trunk 001 and added extension 10065 to make a conference call. The conversation lasted 8 minutes, 29 seconds. OUTGOING CALL PLACED VIA ATTENDANT 0 1 2 3 4 5 6 7 8 9 123456789012345678901234567890123456789012345678901234567890123456789012345678901234567890 05/17 lo:51 00:01:52 l9 10065 5552122 RTOOZ On May 17th at lo:51 AM, extension 10065 had the attendant place a call to 555-2122 via trunk 002. The conversation lasted 1 minute, 52 seconds. INCOMING CALL WITH TRANSFER 0 1 2 BY ATENDANT 3 4 AND THEN BY CALLED EXTENSION 5 6 7 8 9 123456789012345678901234567890123456789012345678901234567890123456789012345678901234567890 04/02 09:36 00:04:55 TO02 *004 10065T 1701 On April 2nd at 9:36 AM, a call is received on trunk 002 and answered by the attendant. The call is transferred to extension 10065, who then transfers it to extension 1701. The total period for both conversations was 4 minutes, 55 seconds. March 1997 Issue 1 Revision 0 2-1 1 Station 2-12 Message Detail Recording Issue 1 Revision 0 March 1997 3 Detailed Description Data SMDR - General 3.1 The Data SMDR feature allows the printing out of detailed records for external internal data calls in a format similar to existing Trunk SMDR printouts. Note: Data SMDR is not available with LIGHTWARE and Basic software. The major differences between a Data SMDR record and a Trunk SMDR record are: the month and day are separated by a dash (-) rather than a slash (/) and the “Digits Dialed on a Trunk” field is replaced by three fields: Data Call Indicator, Type of Data Call, and Reason for Disconnect. When an external data call uses a pooled modem to interface the internal data device to analog trunks, the Data SMDR record shows the call between the data device and the pooled modem, while the Trunk SMDR record shows the call between the trunk and the pooled modem. An internal modem pooling call shows the Data SMDR record between the pooled modem and the data device. The Data SMDR function operates with the trunk SMDR feature in the PABX. Its printouts may be directed to a specific printer port by programming it in CDE Form 34, Directed IO. The Data SMDR record format is such that an application processor can print the records with other call records but not cost them. Through CDE, a data user can have the option or be forced to enter a data account code. Recorded Information 3.2 Each Data SMDR call record occupies a single line of 85 characters (88 if it includes a 3-digit system identifier). The information included in a Data SMDR record includes: . Long Call Indicator . Date Call Start Time Duration of Call . . . . . . . . . . . March 1997 Calling Calling (optional) Patty Party Disconnect Data Call Identifier Data Call Type Party Which Caused the Disconnect Call Completion Status Indication If Call Was Speed Dialed System Identifier Called Party (optional) Issue 1 Revision 0 3-l Station Message 9 Detail Recording Called Party Disconnect l External Indicator Trunk SMDR Indicator l Account l Code A summary of the fields printed in a Data SMDR record is shown of these fields are the same as in a Trunk SMDR record. A description of the fields printed in a Data SMDR in Table 3-1. Many record follows: Long Call Indicator (2): This optional field contains a dash minutes, 59 seconds, a percent symbol (%) for calls of 10 to a plus symbol (+) for calls of 30 or more minutes, or a space five minutes. This is useful when records are to be scanned (-) for calls of 5 to 9 29 minutes, 59 seconds, ( ) for durations less than manually. Date (mm-dd): The date that the data call was initiated is repot-ted numerically as a 2-digit month followed by a 2-digit day separated by a (-) dash. The year is not repot-ted. The start time of a call is reported in hours and minutes. Start Time (hh:mmp): System Option “24 Hour Clock” determines whether a 12-hour or 24-hour format used. The letter “p” indicates pm in a 12-hour format. is Duration of Call (hh:mm:ss): The call duration is reported in hours, minutes and seconds with leading zeroes being output (maximum time that can be recorded is 99 hours, 59 minutes, and 59 seconds). Calling Party (ppppp): This is the identity of the party that extension numbering plan is used. The extension number data station or a pooled modem) originating a data call. The number is for an incoming modem pooling call. It may be trunk, as described below: originated the call. A 5-digit is a data device (either a pooled modem’s extension a station or an incoming Station Number as Calling Party (ccccc): A station number may be one to five digits (O-9, *, #). If less than five digits, they are left-justified; i.e., no leading zeroes. Trunk Number as Calling Party (Tnnn or Xnnn): When the originating party is an incoming CO trunk, “Tnnn” appears on the record, where “nnn” is the number of the trunk. When the originating party is an incoming non-CO trunk, “Xnnn” appears in the trunk records. The “T” or “X”ensures that CO Attendant trunks may be distinguished from TIE trunks. The trunk number is the trunk ID specified during customer data entry in the Trunk Assignment tables. Calling caused Party Disconnect: The carat character the call to be disconnected. Data Call Indicator: (DATA) indicates (A) indicates a Data SMDR that the calling party record. Type of Data Call: This field has four possible values: DTRX, ADL, HM, or ACD. HM indicates that a Monitor HM session originated from DTRX occurred. ACD indicates that a Monitor ACD session originated from DTRX occurred. This field may be left blank if the data call is an incoming or internal modem pooling call without DTRX access. 3-2 Issue 1 Revision 0 March 1997 Detailed Description - Data SMDR Reason For Disconnect: This field reports the reason the data call was terminated. Table 3-2 gives possible reasons for disconnecting a data call. Call Completion Status: Two values are available: B (Busy) or E (Error). The busy flag “B” is set if the called party is busy and the caller queues for completion to the called data device. If the caller terminates while in the queue, the busy flag will be set. If the call is completed after being queued, the busy flag will not be set. The error flag “E” is set if the error was “user preventable”. include: l l l . l User preventable dialing the extension of a non-data device, originator’s baud rate not compatible with destination, originator, programmed for autobaud, not entering the auto-baud 30 seconds, character accessing the wrong Modem Pool, attempting a call which requires a Pooled Modem, but not dialing access code and there is NO default Modem Pool. Speed Call Indicator: dial or personal errors A flag is set if the data call is dialed via system speed call on a SUPERSETTM telephone. within a Modem Pool abbreviated Called Party (qqqqq): This is the party to whom the call is directed. It may be a 5-digit data station number or a pooled modem number for outgoing modem pooling calls (the called party may not appear in a Data SMDR record which has an error flag set). The format in which the called party is output is identical to that used for the calling party. Called Party Disconnect: caused The carat character the call to be disconnected. (^) indicates that the called party External Data Call Indicator: “EX” is displayed in this field when the data call involves a pooled modem and a trunk, regardless of the direction of the call (incoming or outgoing). This indicator is not dependent on the existence of a trunk SMDR record. Only external data calls involving data calls using a pooled modem trunks and a pooled modem are flagged. are not indicated in this field. Internal Trunk SMDR Indicator: This field displays an asterisk (*) when there is a trunk SMDR record associated with this data call. records with SMDR records. This facilitates the matching Speed Call or Call Forward Flags (S): This field contains of data SMDR an “S” when the number is speed dialed. Account Code (aa...a): Account codes are typically used charge the cost of calls either to internal departmental cost accounts for billing to specific projects. Data account codes caller may be forced to enter an account code when making data call. The account code may be I-12 digits (the default March 1997 Issue 1 Revision 0 for security purposes to centers or to project may be optional or a data an internal or an external value is six digits). 3-3 Station Message Detail Recording This optional 3-digit field may contain values from “000” to “999”. “000” indicates that no identifier has been entered. The system identifier is programmed at the system level and is printed only if COS Option 246 (SMDR Extended Record) is enabled. System Identifier (iii): Table 3-1 Summary Field of Fields in a Data SMDR Record Column Long Call (Optional) Definition Format 1 Z - = 5 to 9 minutes, 59 seconds % = IO to 29 minutes, 59 seconds + = 30 or more minutes Date I Spacer 2-6 I mm-dd mm = Month dd = Day I7 Start Time 8-13 Spacer 14 Duration of Call 15-22 Spacer 23 Calling Party 24-28 PPPPP ppppp Calling Party Disconnect 29 A Indicates that the calling party caused the disconnect. Spaces 30-33 Data Call Indicator 34-37 Spacer Type of Data Call 38 Spaces 43-44 Reason for Disconnect 45-58 Spacer Call Completion 59 hh:mm:ss ~hh = Hours mm = Minutes ss = Seconds = Extension Number DATA xxxx XXXX = DTRX or ADL or ACD or HM or blank (blank only for incoming or internal modem pooling call). 14 char’s 14 character explanation 60 h B = Callee is busy E = Caller error Speed Call Indicator 61 S S = Number was speed called Called Party 62-66 99999 qqqqq Called Party Disconnect 67 A Indicates that the called party caused the disconnect. Spacer 68 External Indicator 69-70 EX Indicates this was an external data call. Trunk SMDR Indicator 71 * Spacer 72 Status 39-42 hh:mm - see Table 3-2 = Extension Number Indicates that there is an associated Trunk SMDR report. Page 1 of 2 3-4 Issue 1 Revision 0 March 1997 Detailed Table 3-1 Summary of Fields in a Data SMDR Record Column Account Code 73-84 Spacer 85 System Identifier (optional) 86-88 Description - Data SMDR (continued) Definition Format aa. . . a a = O-9 space filled; length of 1 -12 digits iii i = Oto9 iii = 000 to 999 000 = no code entered Page 2 of 2 Table 3-2 Data Call Disconnect Reasons Explanation ADL disconnect code dialed. The device is programmed for Auto Answer and has DTR high. The device is not programmed appear on an originator also. for Auto Answer and has DTR low. This may ATTN BUTTON Call/attn button on the DATASET or call/attn key on digital SUPERSETwas pressed. A-l-TN CHARACTER Programmed BREAK DETECTED Break character detected. BUSIED OUT The destination BUSY The called party is already involved in a call. If the busy indicator (column 60) does not accompany this reason, then the state of the device may be transient. Try again. If this reason persists with no busy indicator, reset the device. CALL DUR OVFLW The duration of the call timer has overflowed. (the SMDR record has been printed) but this has been a call of long duration (exceeding minutes, 59 seconds). It might be advisable CARD REMOVED The digital line card was removed. DIALER HANGUP DATA originator hangs up the voice line before the data call was connected. DISC BUTTON Disconnect button on the DATASET or data disconnect SUPERSET was pressed. DTR DROPPED DTR for one or both parties dropped for longer than the programmed HDLC DISC Communication INACTIVITY Session activity timer expired; refer to CDE Form 11. INCOMPATIBLE The two data devices are not compatible; asynchronous. attention character detected. data device is busied out. The call has not been terminated is to inform the system that there the timer limit of 99 hours, 59 to check with the originator. key on digital interval. has been lost to the DATASET. one is synchronous, The two data parties are prevented from being connected interconnection table. the other is by the The originator used an invalid account code when making a data call. Page 1 of 3 March 1997 Issue 1 Revision 0 3-5 Station Message Detail Recording Table 3-2 Data Call Disconnect Reason INVALID DEVICE Reasons (continued) Explanation The pooled modem data set is not a DATASET 2102 or a DATASET 2103. a valid DATASET; possibly it is a digital SUPERSET. FAILURE stimulus. Check the Data Circuit Descriptor; the called modem did not respond Established indicator” and DSR has NOT come HIGH 15 seconds after the Page 2 of 3 3-6 Issue 1 Revision 0 March 1997 Detailed Table 3-2 Data Call Disconnect Reasons Reason Description - Data SMDR (continued) Explanation SET UNPLUGGED Twisted pair connection SETUP FAILURE The call has failed during setup. The cause is unknown and probably obscure. In this case it is best that the user try the call again. If this persists, the DATASET should be reset. Further occurrence of this reason code may indicate a faulty data device or RS-232 connection. broken or power removed. SPEED MISMATCH Ranges of baud rates of the two DATASETs are not compatible. SYSTEM DISC The system has a problem. - The destination - The connection - The connection disconnected for one of several reasons, none of which is is busy and the originator cannot (or did not) queue, is not allowed due to invalid tenant interconnection, is not allowed due to type of devices involved. TENANTING The two data parties are in different tenant groups. UNDECODABLE Reason unknown. Page 3 of 3 March 1997 Issue 1 Revision 0 3-7 Station Message Detail Recording Data SMDR Call Record Examples 3.3 of typical Data SMDR call records are shown Examples DTRX CALL FROM ANOTHER 0 1 below: SET WHICH PRESSED BREAK KEY 3 2 4 5 6. 7 8 9 123456789012345678901234567890123456789012345678901234567890123456789012345678901234567890 03-13 11:25 00:01:24 1411 h DATA DTRX BREAKDETECTED 1410 On March 13th at II:25 Extension 1411 pressed minute, 24 seconds. DTRX CALL NOT ANSWERED 0 1 2 an originating DTRX call from 1411 was answered by 1410. the BREAK key, disconnecting the call. The call lasted 1 - TERMINAL 3 POWERED DOWN 4 5 6 7 8 9 123456789012345678901234567890123456789012345678901234567890123456789012345678901234567890 03-13 11:25 00:00:04 1411 A DATA DTRX ANSWER: DTR LO B 1402 On March 13th at 11:25, extension 1411 dialed extension 1402 (which was busy); extension 1411 was queued. Extension 1411 dropped DTR (terminal powered down). DTRX CALL TO A WRONG OR INVALID NUMBER 0 1 2 3 4 5 6 7 8 9 123456789012345678901234567890123456789012345678901234567890123456789012345678901234567890 03-13 11:25 00:00:03 1411 h DATA DTRX INVALID NUMBER E 1412 On March 13th at 11:25, extension number. The call lasted 1 minute, 1411 called extension 3 seconds. 1412, which was an invalid DTRX CALL TIMES OUT AFTER BEING ESTABLISHED 0 1 2 3 4 5 6 7 8 9 123456789012345678901234567890123456789012345678901234567890123456789012345678901234567890 03-13 11:25 0O:Ol:Ol 1411 DATA DTRX INACTIVITY 1412 A On March 13th at ii:25 after one minute. DTRX CALL DROPPED 0 1 Extension 1411 called Extension 1412. The call timed out WHEN DATASET UNPLUGGED 2 3 4 5 6 7 8 9 123456789012345678901234567890123456789012345678901234567890123456789012345678901234567890 03-13 11:25 00:00:30 1411 DATA DTRX SETUNPLUGGED 1412 h On March 13th at 11:25, extension 1411 called extension 1412. Extension removed power from its dataset. The call lasted 1 minute, 30 seconds. 3-8 Issue 1 Revision 0 1412 March 1997 Detailed Description - Data SMDR DTRX CALL DROPS DTR 0 1 2 3 4 5 6 a 7 9 123456789012345678901234567890123456789012345678901234567890123456789012345678901234567890 03-13 11:25 oo:oo:oa 1411 DATA DTRX DTRDROPPED 1412 A On March 13th at I I :25, extension I41 I called extension 1412. Extension powered off its terminal and dropped DTR. The call lasted 8 seconds. 1412 CALL ANOTHER SET AND PRESS THE ATTN KEY 0 1 2 3 4 5 6 7 a 9 123456789012345678901234567890123456789012345678901234567890123456789012345678901234567890 03-13 11:25 00:01:24 1411 n DATA DTRX ATTNBUlTON 1410 On March 13th at 1 I :25, extension 141 I called extension 1410. The call was terminated when extension 1411 pressed the ATTN key. The call lasted I minute, 24 seconds. DURING A DTRX CALL, THE CALLING SET PRESSED THE DISC KEY 0 1 2 3 4 5 6 a 7 9 123456789012345678901234567890123456789012345678901234567890123456789012345678901234567890 03-13 11:25 00:01:24 1411 A 1410 DATA DTRX DISCBUTTON On March 13th at 11:25, extension 1411 called extension 1410. extension 1411 pressed the DISC key. The call lasted I minute, DURING A DTRX CALL, THE CALLED EXTENSION 0 1 2 3 4 During the call, 24 seconds. PRESSES THE DISC KEY 5 6 7 a 9 123456789012345678901234567890123456789012345678901234567890123456789012345678901234567890 03-13 11:25 00:01:24 1411 DATA DTRX SETUNPLUGGED 1410 h On March 13th at I I :25, extension 141 I called extension 1410. pressed the DISC key. The call lasted I minute, 24 seconds. DURING A DTRX CALL, THE CALLED EXTENSION 0 1 2 3 4 Extension 1410 PRESSES THE BREAK KEY 5 6 7 8 9 123456789012345678901234567890123456789012345678901234567890123456789012345678901234567890 03-13 11:25 00:01:24 1411 DATA DTRX BREAKDETECTED 1410 A On March 13th at 1 I :25, extension 141 I called extension 1410. pressed the BREAK key. The call lasted I minute, 24 seconds. OUTGOING 0 DTRX CALL DISCONNECTED 1 2 3 Extension 1410 WHEN THE FAR END HUNG UP 4 5 6 7 8 9 123456789012345678901234567890123456789012345678901234567890123456789012345678901234567890 +03-13 11:25 02:14:46 1410 DATA DTRX MODEMHANGUP 898 Ir EX* On March 13th at I I :25, extension 1410 made an outgoing DTRX call. The far end modem hung up which then caused the pooled modem to also hang up. The call lasted 2 hours, I4 minutes, 46 seconds. There is a corresponding trunk record. March 1997 Issue 1 Revision 0 3-9 Station Message OUTGOING 0 Detail Recording ADL CALLER HANGS UP PREMATURELY 1 2 3 4 5 6 7 8 9 123456789012345678901234567890123456789012345678901234567890123456789012345678901234567890 03-13 ii:25 00:00:17 1410 A DATA ADL DIALERHANGUP s898 EX On March 13th at II :25, extension 1410 made an ADL call to an abbreviated dial number which was an outgoing number. Pooled modem 898 was selected from the default pool. Before the call was completed, the ADL originator hung up. The call lasted 17 seconds. ADL CALL DISCONNECTED 0 1 BY CALLING PARTY 2 3 4 5 6 7 a 9 123456789012345678901234567890123456789012345678901234567690123456789012345678901234567890 ADLDISCONNECT 03-13 11:25 00:01:24 1410" DATA ADL 1411 On March 13th at 11:25, extension 1410 made an ADL call to extension disconnected the call after 1 minute, 24 seconds. 1411 and ADL CALL AND CALLED PARTY PRESSES ATTN KEY 0 1 2 3 4 5 6 7 8 9 123456789012345678901234567890123456789012345678901234567890123456789012345678901234567690 1412 A 03-13 11:25 00:01:24 1410 DATA ADL AllNBUTTON On March 13th at 11:25, extension 1410 made an ADL call to extension 1411. The call was terminated when extension 1411 pressed the ATTN key. The call lasted 1 minute, 24 seconds. ADL CALL DIALED AN INVALID NUMBER 0 1 2 3 4 5 6 7 8 9 123456789012345678901234567890123456789012345678901234567890123456769012345678901234567890 E 1412 03-13 ii:25 0O:OO:Ol 1410 A DATA ADL INVALIDNUMBER On March 13th at II:25 extension 1410 dialed an invalid number. disconnected the call. The call lasted 1 second. ADL CALL CAMPS ON BUT CALLED TERMINAL 0 1 2 3 4 The system IS TURNED OFF 5 6 7 a 9 123456789012345678901234567890123456789012345676901234567890123456789012345678901234567890 03-13 11:25 00:01:24 1410 DATA ADL ANSWER: DTRLO 1411 A On March 13th at 11:25, extension 1410 camped a call onto extension 1411. Extension 1411 turned its terminal off. The camp-on lasted 1 minute, 24 seconds. 3-10 Issue 1 Revision 0 March 1997 Detailed ADL CALL AND CALLED PARTY UNPLUGGED 0 1 2 3 Description - Data SMDR DATASET LINE 4 5 6 7 8 9 123456789012345678901234567890123456789012345678901234567890123456789012345678901234567890 03-13 11:25 00:00:24 1410 DATA ADL SETUNPLUGGED 1411 A On March 13th at ii:25 extension 1410 called extension 1411. Extension 1411 unplugged its dataset from the Digital Line Card. The call lasted 24 seconds. ADL CALL TO ANOTHER 0 1 DATASET, THEN DROPPED 2 3 4 5 BY PRESSING DISCONNECT 6 7 8 BUT-TON 9 123456789012345678901234567890123456789012345678901234567890123456789012345678901234567890 03-13 11:25 00:01:24 1410 A DATA ADL DlSCBUTrON 1411 On March 13th at 11:25, extension 1410 established a call with extension 1411. Extension 1410 presses its Disconnect Button to disconnect the call. The call lasted 1 minute, 24 seconds. ADL CALL - NO HANGUP AFTER PRESSING0 1 2 3 5 6 7 4 123456789012345678901234567890123456789012345678901234567890123456789012345678901234567890 03-13 11:25 00:00:22 1410 A DATA ADL SETUPFAILURE 1411 8 9 On March 13th at 11:25, extension 1410 made an ADL call to extension 1411 but did not hang up after pressing (Carriage Return). The call lasted 22 seconds. Data Call Record Buffers 3.4 There are 128 buffers which are dedicated for Data SMDR. Data SMDR records can be directed to any IO port, independent of other directed IO, including trunk SMDR. The one error that can occur is a lack of available buffers which occurs when records are being queued for printing while the printer is not printing. If the port to which the Data SMDR records are directed is not guaranteed to print (refer to CDE Form 34, Directed IO), and no Data SMDR buffers are available, the oldest records are automatically overwritten, irrespective of the state of COS Option 908, Data SMDR - Overwrite Buffer. If the port to which the Data SMDR records are directed is guaranteed to print, and no Data SMDR buffers are available, the state of COS Option 908, Data SMDR-Overwrite Buffer will determine the action. If OVERWRITE is enabled in CDE, the oldest buffer in the queue will be overwritten; therefore, all calls are not guaranteed to be recorded. If the OVERWRITE option is disabled, data calls will be barred, due to lack of resources, once the buffers are full. An external printed. March 1997 data call causes Issue 1 a Data SMDR Revision 0 record and a trunk SMDR record to be 3-l 1 Station 3-12 Message Detail Recording Issue 1 Revision 0 March 1997 4 ACD TELEMARKETER Reporting System SMDR General 4.1 A new SMDR record is created every time an ACD path is seized. At the completion of the call, the data is formatted and routed to an RS-232 output port. The contents of this record describe how the call progressed through the ACD path. This information is required by the ACD TELE/VIARKETE/? Reporting System. If the call is transferred to an ACD telephone, a second SMDR record trunk SMDR record that shows the record contains details about how path, either by the attendant or from another is created. The first record is the usual incoming call being transferred to the ACD path. The second the call progressed through the ACD path. If an ACD call inter-flows out of an ACD path without record is created. Two system options must be enabled ACD TELEMARKETER feature: l l Recorded 4.2 to allow creation Distribution, of SMDR must a second call reports for the System Option 41, Automatic programming of ACD paths. Call be enabled System Option 44, ACD Reports, for the reporting system (System must be enabled to generate the SMDR Option 41 must be enabled first). to allow reports Information Each ACD TELEMARKETER Reporting System SMDR call record occupies a single 85 character line. The information which may be included in a call record is as follows: l l l l l l l l l l March being answered, 1997 Call Start time and date Calling party Called party Call duration Call completion status (e.g., called number Long calls (optional) Time to answer incoming busy) calls Conferences and transfers Second station in a transfer or a conference Attendant involvement in a call Issue 1 Revision 0 4-l Station Message Detail Recording Table 4-l defines the SMDR record data and its position in the record. The table has five columns: the first identifies the data; the second defines the data’s position within the record; the third indicates the format of the data: the fourth describes the data: and the fifth provides additional notes. A description of the call record fields follows Table 4-l Name Long Call Columns 1 Summary of Fields in ACD SMDR Records Definition Format 2 Table 4-1. Notes - = 5-9 min (Optional) % = 1 O-29 min + = 30 or more min Date 2-6 Spacer 7 Start Time 8-13 mm/dd mm = Month dd = Day mm = 01-12 dd = 01-31 hh:mmp hh = Hours mm = Minutes hh = 00-23 mm = 00-59 p = pm (12-hour format) Spacer 14 Duration of call 15-22 hh:mm:ss hh:mm:ss = duration in hh = 00-18, hours:minutes:seconds mm = 00-59 ss = 00-59 maximum = 18:12:15 Spacer 23 Calling Party 24-27 PPPP cccc = Extension Number Tnnn = CO Trunk Number c = o-9, *, # nnn = 001-200 Xnnn = Non-CO Trunk Number mmmm = Attendant Console m = O-9, *,# a = O-9, *, # Directory Number aaaa = Agent ID Number Spacer 28 Time to answer 30-32 ttt ttt = time in seconds (000-255) *** = Call unanswered leading zeroes output, incoming calls only Page 1 of 3 4-2 Issue 1 Revision 0 March 1997 ACD TELEMARKETER Reporting Table 4-1 Summary Name ACD Call Information Columns 34-59 System SMDR of Fields in ACD SMDR Records (continued) Format xxx...x Definition Incoming ACD Calls: P = path identifier XXXX = ACD path Gl = primary agent group number 01 = first overflow group number 02 = second overflow group number 03 = third overflow group number Al = agent group number that answered call I = call inter-flowed Notes Displays path of call in the ACD system (ACD path followed by agent group numbers) With 5 digit SMDR, only the last four digits are recorded. E s! YYYY = ACD path number to which call interflowed 3alled Party 62-65 wwl cccc = Extension Number Tnnn = Trunk Number (CO) Xnnn = Trunk Number (Non-CO) mmmm = Attendant Console Directory Number aaaa = Agent ID Number pppp = ACD Path Number rransfer/ Zonference Zall 66 K T = Supervised Transfer X = Unsupervised Transfer C = 3-Way or Conference Spacer 67 Third Party 68-71 rrrr cccc = Extension Number Tnnn = CO Trunk Number Xnnn = Non-CO Trunk Number mmmm = Attendant aaaa = Agent ID Number pppp = ACD Path Number System dentifier :Optional) 86-88 Spacer :Optional) 89 4NI Digits Optional) 90-99 Spacer Optional) 100-l 02 iii Programmed at System level c = o-9, *, # nnn = 001-200 m = O-9, *, # a = O-9, *, # p = o-9, *, # - c = o-9, *, # nnn = 001-200 m = O-9, *, # a = O-9, *, # p = o-9, *, # i = O-9 iii = 000-999 000 = “No Code entered” nn . . .. n Up to 10 digits from an incoming ANVDNIS trunk n = O-9, *, # Page 2 of 3 March 1997 Issue 1 Revision 0 - 4-3 Station Message Detail Recording Table 4-l Name DNIS Digits (Optional) Summary of Fields in ACD SMDR Records Columns Format 103-112 dd . .. . d (continued) Notes Definition Up to 10 digits from an incoming ANVDNIS trunk d = O-9, *, # Page 3 of 3 The following paragraphs define each of the fields listed in Table 4-l : Long Call Indicator (2): This optional field contains a dash (-) for calls of 5 to 9 minutes, 59 seconds, a percent symbol (%) for calls of 10 to 29 minutes, 59 seconds, or a plus symbol (+) for calls of 30 or more minutes. This is useful when records are to be scanned manually. Date (mmkld): day separated The date is reported numerically as a 2-digit month followed by a (/) slash. The year is not reported. by a 2-digit Start Time (hh:mmp): The start time of a call is reported in hours and minutes. System Option “24 Hour Clock” determines whether a 12-hour or 24-hour format is used. The letter “p” indicates pm when al 2-hour format is used. Duration of Call (hh:mm:ss): The call duration is repotted in hours, minutes and seconds with leading zeroes being output (maximum time that can be recorded is 18 hours, 12 minutes, 15 seconds). Calling Party (pppp): This is the identity of the party that originated the call. If a 5-digit extension numbering plan is used, only the last four digits will be used by SMDR to identify the calling party. It is usually an incoming trunk but may be a station or the Attendant. When the originating party is an incoming CO trunk, “Tnnn” appears on the record, where “nnn” is the number of the trunk. When the originating party is an incoming non-CO trunk, “Xnnn” appears in the record. Time to Answer (ttt): This is the number of seconds from the time the call is presented to the ACD system until the call is answered. If the call is never answered, this field displays ***. It applies to incoming calls only. Leading zeroes are output and the field remains at 255 when more than 255 seconds are required. ACD Call Information: (PXXXX Gl 01 02 03 Al or PXXXX 01 02 03 IYYYY). 01, 02, or 03 only appear if they are programmed and the call overflows-to these groups. If the lntetflow point is not an ACD path access code, only “I” appears after the last overflow group number. If the Interflow point is an ACD path, the “I” is followed by the 4-digit path access code. Called Party (qqqq): This is the agent to whom the call the called party is output is identical to that used for the (pppp). For direct-in lines (typical ACD application), it agent answers an incoming call, the agent ID appears 4-4 Issue 1 Revision 0 is directed. The format in which calling patty. See Calling Party is the agent ID number. If an in this field. March 1997 ACD TELEMARKETER Reporting System SMDR Transfer/Conference Call (K): This field identifies calls that involve three or more parties. It contains a “T” for supervised transfers, “X” for unsupervised transfers (i.e., dead transfer or transfer into busy) and a “C” for 3-way conversations and conferences. Third Party (rrrr): The third party field contains the number of the station to which a trunk call has been transferred. When several transfers take place during a trunk call, the first party is the only one reported. The format is identical to that of the Calling Party (pppp). When a call is transferred to an ACD system, the ACD Path Access Code appears in this field. System identifier (iii): This optional 3-digit field may contain values from “000” to “999”. “000” indicates that no identifier has been entered. The system identifier is programmed at the System level and is printed only if COS Option 246, SMDR Extended Record, is enabled. ANI Digits (nn . . . . n): This optional field may contain up to IO digits. If COS Options 806 (SMDR - Record Incoming Calls) and 814 (SMDR - Record ANVDNIS) are enabled, the ANI digits received from an incoming trunk will be recorded. If no ANI digits are received, this field will be blank. DNIS Digits (dd . . . . d): This optional field may contain up to IO digits. If COS Options 806 (SMDR - Record Incoming Calls) and 814 (SMDR - Record ANVDNIS) are enabled, the DNIS digits received from an incoming trunk will be recorded. If no DNIS digits are received, this field is blank. March 1997 Issue 1 Revision 0 4-5 Station Message Detail Recording ACD Call Record Examples 4.3 The following subsections show examples of typical SMDR types of ACD calls. The examples omit system identifiers. ACD CALLS ANSWERED 0 1 call records for various BY AGENTS 2 3 4 5 6 7 a 9 123456789012345678901234567890123456789012345678901234567890123456789012345678901234567890123456789 07/01 08:41 00:00:08 TO01 002 P2123 01 01 1101 CO Trunk 1 comes in on path 2123 and rings agent group 1. Call is answered 1101 of agent group 1. 0 1 2 3 4 5 6 7 by agent 9 a 123456789012345678901234567890123456789012345678901234567890123456789012345678901234567890123456789 07/01 O&44 00:08:29 TOO2 009 PO456 05 06 05 1515 CO trunk 2 comes in on path 456 and rings agent group 5 and overflows 6. Call is answered by agent 1515 of agent group 5. 0 I 2 3 4 5 6 7 to agent group a 9 123456789012345678901234567890123456789012345678901234567890123456789012345678901234567890123456789 07/01 Ok50 00:00:22 TOO3 012 P2324 01 02 02 1205 CO trunk 3 comes in on path 2324 and rings agent group 1 and overflows group 2. Call is answered by agent 1205 of agent group 2. 0 1 2 3 4 5 6 7 to agent a 9 123456789012345678901234567890123456789012345678901234567890123456789012345678901234567890123456789 07/01 Ok52 00:00:05 TOO1 006 P2123 01 07 1703 CO trunk 1 comes in on path 2123 and rings agent group 1. Call is answered 1703 of agent aroup 7 (via call pickup). 0 1 2 3 4 5 6 7 a by agent 9 123456789012345678901234567890123456789012345678901234567890123456789012345678901234567890123456789 07/01 09:53 00:00:18 TOO3 005 P2324 01 02 02 1202x 1861 CO trunk 3 comes in on path 2324 and rings agent group 1 and overflows to agent group 2. Call is answered by agent 1202 of agent group 2. Call is transferred (unsupervised) by 1202 to 1861 (non-agent). 0 1 2 3 4 5 6 7 a 9 123456789012345678901234567890123456789012345678901234567890123456789012345678901234567890123456789 07/01 O&53 00:00:12 TO01 006 P2123 01 01 1103T 1515 CO trunk 1 comes in on path 2123 and rings agent group 1. Call is answered 1103 of agent group 1. 1103 transferred (supervised) call to agent 1515. 4-6 Issue 1 Revision 0 by agent March 1997 ACD TELEMARKETER Reporting 0 1 2 3 4 5 6 7 System SMDR a 9 123456789012345678901234567890123456789012345678901234567890123456789012345678901234567890123456789 07/01 09:54 0O:OO:lO TO01 006 P2123 01 01 IlOlT 1512 CO trunk 1 comes in on path 2123 and rings agent group 1. Call is answered by agent 1101 of agent group 1. Agent 1101 transferred (supervised) call to path 456. Agent I.512 answered call. ACD CALLS ANSWERED BY NON-AGENTS 0 1 2 3 4 5 6 7 a 9 123456789012345678901234567890123456789012345678901234567890123456789012345678901234567890123456789 07/01 09:Ol 00:00:03 TO01 004 P2123 01 00 2101 CO trunk 1 comes in on path 2123 and rings agent group 1. Call is answered extension 2101 (via call pickup). 0 1 2 3 4 5 6 7 a by 9 123456789012345678901234567890123456789012345678901234567890123456789012345678901234567890123456789 07/01 09:02 00:00:08 TOO3 004 P2324 2678 01 02 00 CO trunk 3 comes in on path 2324 and rings agent group 1. Call overflowed group 2. Call is answered by extension 2678. to agent ACD CALLS ABANDONED 0 1 2 3 4 5 6 7 a 9 123456789012345678901234567890123456789012345678901234567890123456789012345678901234567890123456789 07/01 09:ll 0O:OO:lO TOO2 *** PO456 02 CO trunk 2 comes in on path 456 and rings agent group 2. Call is abandoned. 0 1 2 3 4 5 6 7 a 9 123456789012345678901234567890123456789012345678901234567890123456789012345678901234567890123456789 07/01 09:14 00:00:14 TOO2 l ** PO456 02 03 CO trunk 2 comes in on path 456 and rings agent group 2. Call overflowed group 3. Call is abandoned. 0 1 2 3 4 5 6 7 a to agent 9 123456789012345678901234567890123456789012345678901234567890123456789012345678901234567890123456789 07/01 09:15 00:00:07 TOO2 *** PO456 CO Trunk 2 comes in on path 456 and the caller hung up in delay for ringback the call is presented to the primary agent group. March 1997 Issue 1 Revision 0 before 4-7 Station Message Detail Recording ACD CALLS INTERFLOWED 0 1 2 4 3 5 6 7 a 9 12345678901234567890123456789012345678901234567a901234567a901234567a901234567a901234567a901234567a9 07/01 09:04 00:00:14 TOO2 *** PO456 05 06 07 08 I CO trunk 2 comes in on path 456 and rings agent group 5. Call overflows groups 6, 7, 8 and is intet-flowed. Call is dropped. 1 0 2 3 4 5 6 7 to agent a 9 12345678901234567890123456789012345678901234567a901234567a901234567a901234567a901234567a901234567a9 07/01 07/01 09:05 09:05 00:00:16 00:00:02 TO01 TO01 *** P2324 01 02 04 10 12311 l 009 2311 CO trunk 1 comes in on path 2324 and rings agent group groups 2, 4,lO and is intet-flowed to the attendant 2311. CO trunk 1 rings 2311. Call is answered by 2311. 0 5 1 2 3 4 1. Call overflows 6 7 a to agent 9 12345678901234567890123456789012345678901234567a901234567a901234567a901234567a901234567a901234567a9 07/01 07/01 09:07 09:07 00:00:26 00:00:07 TOO2 TOO2 *** 008 PO456 P2324 05 06 07 08 12324 01 01 1102 CO trunk 2 comes in on path 456 and rings agent group 5. Call overflows groups 6, 7, 8 and is interflowed to path 2324. to agent CO trunk 2 comes in on path 2324 and rings agent group 1. Call is answered 1102 of agent group 1. UNSUPERVISED TRANSFER by agent OF CALLS TO THE ACD SYSTEM Note: Each call generates two records. 0 1 2 4 3 5 6 7 a 9 12345678901234567890123456789012345678901234567a901234567a901234567a901234567a901234567a901234567a9 07/01 07/01 0920 09:20 00:00:22 0O:OO:lO TOO3 TOO3 000 004 01 02 02 05 05 P2324 P2324 1201X 1501 456 CO trunk 3 comes in on path 2324 and rings agent group 1. Call overflowed to agent group 2 and is answered by agent 1201 of agent group 2. Agent 1201 then transferred the call to ACD path 456. Trunk 3 comes in on path 456 and rings agent group 5. Call is answered of agent group 5. 0 1 2 4 3 5 6 7 a by agent 1501 9 12345678901234567890123456789012345678901234567a901234567a901234567a901234567a901234567a901234567a9 07/01 07/01 4-8 09:22 09:22 00:00:04 00:00:02 TOO3 TOO3 015 ** l P2324 PO456 Issue 1 01 01 05 Revision 0 1101X 456 March 1997 ACD TELEMARKETER Reporting System SMDR CO trunk 3 comes in on path 2324 and rings agent group 1. Call is answered by agent 1101 of agent group 1. Agent 1101 then transferred the call to ACD path 456. Trunk 3 comes in on path 456 and rings agent group 5. Call is abandoned. 0 1 2 3 4 5 6 7 a 9 12345678901234567890123456789012345678901234567a901234567a901234567a901234567a901234567a901234567a9 07/01 07/01 09:24 09:24 00:00:04 00:00:05 TOO7 *005 TOO7 009 P2324 CO trunk 7 rings the attendant, ACD path 2324. 2324 1104 01 01 the attendant answered the call and transferred Trunk 7 comes in on path 2324 and rings agent group 1. Call is answered 1104 of agent group 1. 0 1 2 3 4 5 6 7 a it to by agent 9 12345678901234567890123456789012345678901234567a901234567a901234567a901234567a901234567a901234567a9 07/01 07/01 09:27 09:27 00:00:07 00:00:05 TO08 TOOa 005 009 CO trunk 8 rings extension 2324. P2324 5220X 1102 01 01 5220. Call is answered 2324 by 5220 and is transferred Trunk 8 comes in on path 2324 and rings agent group 1. Call is answered 1102 of agent group 1. SUPERVISED TRANSFER Note: 1 by agent OF CALLS TO THE ACD SYSTEM Each call generates 0 to path 2 two records. 3 4 5 6 7 a 9 12345678901234567890123456789012345678901234567a901234567a901234567a901234567a901234567a901234567a9 07/01 07/01 09:51 09:51 0O:OO:iO 00:00:20 TO13 TO13 015 009 P1456 3201T 1201 01 01 1456 CO trunk 13 rings extension 3201. Call is answered by 3201 (non-agent). 3201 dialed path 1456. Agent 1201 answered the call. 3201 transferred CO trunk 13 to 1201. 0 1 2 3 4 5 6 7 a 9 123456789012345678901234567890123456789012345678901234567890123456789012345678901234567890123456789 07/01 07/01 09:54 09:54 00:00:14 00:00:20 TO08 TO08 *009 010 PI456 01 01 CO Trunk 8 rings an attendant. Call is answered path 1456. Call is answered by agent 1104. March 1997 Issue 1 Revision 0 1456 1104 by the attendant. The attendant dialed 4-9 Station Message Detail Recording 1 2 3 0 4 5 6 a 7 9 12345678901234567890123456789012345678901234567a90123456789012345678901234567a901234567890123456789 07/01 07/01 09:57 09:57 00:00:15 00:00:30 CO trunk 1 010 P2324 005 PI456 01 01 01 01 1107T 1502 1456 in on path 2324 and rings agent group 3 comes 1107 of agent 0 TOO3 TOO3 group 2 1. 1107 dialed path 1456. Agent 3 4 6 5 1. Call is answered 1502 answered call. a 7 by agent 9 123456789012345678901234567890123456789012345678901234567890123456789012345678901234567890123456789 07/01 07/01 09:58 09:58 00:00:12 00:00:15 TOO1 TO01 012 P2324 020 01 01 IIOIT 1606 1606 CO trunk 1 comes in on path 2324 and rings agent group 1. Call is answered by agent 1101 of agent group 1.1101 dialed agent 1606. Agent 1606 answered call and 1101 transferred CO trunk 1 to 1606. ACD CALLS INCLUDING Note: 0 1 ANVDNIS INFORMATION Assume an 80-column printer is used to record the SMDR. If a larger printer is used, the ANVDNIS information will appear on the extreme right-hand side of the page. 2 3 4 5 6 7 a 0 9 1234567890123456789012345678901234567890123456789012345678901234567a90123456789012345678901234567890123456789 07101 08141 00:00:08 TOO1 002 P2123 01 01 1101 9485763 017230456 CO trunk 1 comes in on path 2123 and rings agent group 1. Call is answered by agent 1101 of agent aroup 1. ANI and DNIS digits received from CO Trunk 1 are respectively 017230456and9485763. 0 1 2 3 4 5 6 7 8 0 9 123456789012345678901234567890123456789012345678901234567a901234567a9012345678901234567a901234567890123456789 07/01 08:42 00:00:15 TOO1 002 P2123 1102 01 01 2782212 CO trunk 1 comes in on path 2123 and rings agent group 1. Call is answered by agent 1102 of agent group 1. ANI digits received from CO trunk 1 are 2782212. No DNIS digits were received. 0 1 2 3 4 5 6 7 8 0 9 123456789012345678901234567890123456789012345678901234567a9012345678901234567a901234567a901234567890123456789 07/01 08:43 0O:OO:lO TOO1 003 P2123 01 01 5922124 1103 CO trunk 1 comes in on path 2123 and rings agent group 1. Call is answered 1103 of agent group 1. DNIS digits received from CO trunk 1 are 5922124. digits were received. 4-10 Issue 1 Revision 0 by agent No ANI March 1997 5 External Devices General 5.1 The data formatting of SMDR records is an integral part of the system which does not require additional hardware or hardware modification. Installation is simply a matter of connecting a compatible printer or terminal to the output port of the system. SMDR records are output from the PABX in standard RS-232 format. Any RS-232 compatible device can be connected directly to the output port for the storage of records. Printer 5.2 A summary follows: l l l of the parameters 132 character line length 300 baud to 9600 baud standard ASCII character which must be available from an SMDR printer is as set The baud rate of the printer port or data port is selectable from the Maintenance Terminal (refer to the RS-232 Maintenance Terminal Practice). Ensure the baud rate of the printer matches that selected at the Maintenance Terminal. Tape Machine 5.3 A tape machine which is capable of operating over an RS-232 connected to the SMDR output port of the PABX. interface can be Cabling 5.4 The printer, terminal or storage device should be located within 15.2 m (50 ft) of the RS-232 port. Failure to observe this precaution may cause the SMDR record to be corrupted. March 1997 Issue 1 Revision 0 5-1 Station Message 5-2 Detail Recording Issue 1 Revision 0 March 1997 6 SMDR Programming and Control General 6.1 The operation of the SMDR feature is determined during initial installation of the system. Programming the SMDR feature is part of the System and Class of Service Options programming known collectively as customer data entry (CDE). The operation can be modified at any time by the maintenance person, using the CDE terminal. Table 6-l shows the Trunk SMDR options involved and Table 6-2 shows the Data SMDR options involved. A brief description of these options is given below. A complete description of the CDE forms is given in the Customer Data Entry Practice. For an outgoing call record to be generated, SMDR must be enabled in CDE Form 16, Trunk Groups. A device accessing a trunk group with SMDR enabled will generate an SMDR record unless COS Option 700, SMDR - Does Not Apply, is enabled in that device’s Class of Service. TRUNK SMDR and ACD SMDR Programming 6.2 The Trunk SMDR l Record Note: l l l Note: Note: l March 1997 Incoming options Calls: This COS option enables are as follows: SMDRfor incoming trunkcalls. For modem pooling, if the Record Incoming Calls option is enabled, and the SMDR buffers become full, new incoming CO calls will receive busy tone and new incoming TIE, DID, or DISA trunks will receive reorder tone. These calls will not be accepted by the PABX. Not available in LIGMWARE Basic software. Record Meter Pulses: This COS option causes meter pulses generated central office to be counted and then reported in the SMDR record. by the Drop Calls Less Than n Digits: When this COS option is enabled, outgoing calls of less than n digits are not reported (where 9” is programmed to be between 0 and 11 and 0 disables the option). Drop Incomplete Outgoing Calls: outgoing calls are not recorded. 1. 2. l and ACD SMDR programming Options When this COS option is enabled, If the call duration is less than the programmed value of the system timer “Pseudo Answer Supervision Timer”, the call is considered an incomplete If Trunk Circuit Descriptor ANSWER SUPERVISION incomplete call. Option “Far End Gives Answer Supervision” is set to YES, and is not received, an SMDR record is not generated. Extended Record: When this COS option is enabled, the length of the SMDR record is extended from 80 to 88 columns. This allows the last four columns of 12-digit account codes and the System ID to be reported. If Cos Option 814, SMDR - Record ANI/DNIS/CLASS, is enabled and there areANI/DNIS/CLASS digits to be printed, the extended record will be printed even if Cos Option 246, SMDR - Extended Record, is disabled. Overwrite Buffer: When this COS option is DISABLED and all SMDR buffers are in use, outgoing calls requiring SMDR will not be allowed. When ENABLED, the Issue 1 Revision 0 6-l Station Message Detail OLDEST outgoing Note: . . l l l l l Recording SMDR buffer waiting call SMDR information. to be printed with the new If the Overwrite Buffer option is disabled and the SMDR buffers become full (for example, printer out of paper), outgoing calls are prohibited until the buffers are emptied. Does Not Apply: When this COS option is enabled, no calls will be recorded for the Class of Service in which it is enabled. indicate Long Calls: When this System Option is enabled, calls of 5 minutes or longer are flagged in the SMDR record. 24-Hour Clock: When this System Option is enabled, the start time within the SMDR record will be recorded in 24-hour format. When disabled, the start time is recorded in 12-hour format (p = pm). ACD Reports: This System Option, when enabled, provides ACD information to be output to the reporting system as part of the SMDR reports. Analog Networking SMDR: When this System Option is enabled, the calling party field contains the caller’s extension number as provided by Analog Networking, instead of the incoming trunk number. When disabled, the calling party field is not overwritten with the Analog Networking information. Five Digit SMDR: When this System Option is enabled, five digit numbers will be recorded for Calling party, Called party and Third party. Record ANVDNISKLASS: To record the ANI and/or DNIS and/or CLASS digits received from an incoming trunk, COS Option 806 (SMDR - Record Incoming Calls) and COS Option 814 (SMDR - Record ANVDNISCLASS) must be enabled. Table 6-1 CDE-Selected I SMDR COS and System Option 1 SMDR - Extended Record Options 1 Type 1 Option Number 1 I I 246 I cos SMDR - Record Meter Pulses cos 247 SMDR - Does Not Apply cos 700 SMDR - Overwrite cos 702 cos 803 cos 804 SMDR - Record Incoming Calls cos 806 SMDR - Record ANVDNIWCLASS cos 814 System 01 System 06 Five Digit SMDR System 08 SMDR - Indicate Lona Calls Svstem 28 ACD Reports System 44 System 49 Buffer SMDR - Drop Calls < n Digits (n = O...ll, SMDR - Drop Incomplete disable = 0) Outgoing Calls 24-Hour Clock Analog Networking SMDR (see Note) Pseudo Answer Supervision Timer Note: 6-2 will be overwritten ACD Reports are not available with LIGHTWARE Issue 1 Revision 0 Basic software. March 1997 SMDR Programming Data SMDR Programming 6.3 Options Three Class of Service (COS) options and one System Option, as listed in Table 6-2, are available with Data SMDR (Data SMDR is not available with LlGHTWARE Basic software). l l l l Note: Data SMDR - Does Not Apply: This option, when enabled, prevents Data SMDR records from being printed. Data SMDR - Extended Record: This option, when enabled, adds the system identifier to the Data SMDR record. Data SMDR - Overwrite Buffer: This option, when enabled, will prevent a data call from being blocked due to a lack of Data SMDR buffers. However, with buffers being overwritten, there is no guarantee of recording all data calls. If disabled, data calls will be blocked if there are no available Data SMDR buffers. Data SMDR - Indicate Long Calls: This timer, when enabled, provides an identifying character in column 1 to indicate the approximate length of the call. If the Overwrite Buffer option is disabled prohibited until the buffers are emptied. Table 6-2 CDE-Selected and the Data SMDR buffers become full, data calls are Data SMDR COS and System Options Option Number Type ( DATA SMDR - Does Not Apply I cos I 906 DATA SMDR - Extended Record cos 907 DATA SMDR - Overwrite Buffer cos 908 System 39 DATA SMDR - Indicate Long Calls March and Control 1997 Issue 1 Revision 0 I 6-3 Station Message 6-4 Detail Recording Issue 1 Revision 0 March 1997 7 Operational Parameters General 7.1 The SMDR feature is transparent to the end user. There are no operational procedures to be employed by the Attendant or station user. A summary of the operational parameters which are described earlier in this document follows. Non-Recording 7.2 SMDR l l l l . Conditions is not initiated The following When is the Direct blank. When called When party field. When is the When trunk, in the March 1997 conditions: Busy tone is obtained by the Attendant or a station when all trunks in the group are busy), The calling or called party has a class of service which Reorder tone is obtained by the caller, The Attendant intercepts a station attempting to access During a power failure condition, no SMDR records are Attendant-Handled 7.3 under the following a trunk is dialed (because disables SMDR, a trunk group, made. Calls conditions are reported as shown when the Attendant handles a call: the Attendant dials a trunk with no station or trunk involved, the calling party Attendant. Trunk Access by the Attendant is reported. The Leading Digits field is left the Attendant answers a trunk call and does not transfer it to a station, the party is the Attendant. the Attendant dials a trunk while it has a station as its source, the calling is reported as the station and an (*) appears in the “Attendant was Involved” the Attendant connects a previously held station station and an (*) appears in the “Attendant was the Attendant has a trunk as Source, and then the calling party is the trunk, the called party is the “Attendant was Involved” field. Issue 1 Revision 0 to a trunk, the calling party Involved” field. connects a station to the station, and an (*) appears 7-l Station Message Detail Recording Incoming Calls 7.4 When SMDR . l l l is enabled for incoming calls, the following conditions are reported: Digits dialed on incoming DID, DISA or dial-in TIE trunks are reported in the “Digits Dialed on the Trunk” field. When the dial-in trunk dials an illegal or vacant number or hangs up before completing the number, the call is reported. The called party is the station dialed. The DISA Security Code is not reported. The called party is always the Attendant, except when the Attendant forwards the call to a station. The station then becomes the called party and an (*) is reported in the “Attendant was Involved” field. Direct-in trunks show the station number as the called party (i.e., dial-in trunks). However, the “Digits Dialed” field is blank. When the trunk is directed to a Hunt Group, the station that answered the call is reported. On incoming calls, an “E” is reported when the trunk hangs up while listening to reorder tone, or a “B” is reported when the trunk hangs up while listening to busy tone. A “T” is reported when the incoming call is answered with TAFAS. Data SMDR 7.5 7-2 All internal and external data calls are recorded if this option is enabled. calls generate a trunk SMDR record as well as a DATA SMDR record. Issue 1 Revision 0 External March data 1997 Appendix Account A Codes General A.1 This appendix provides a general description of account codes and their operation. Description A.2 Account codes uniquely identify SMDR call records for billing purposes. Two types of account code length options (fixed length and variable length) can be programmed in the System Options form during customer data entry. A fixed length account code is preprogrammed to be of a length between 4 and 12 digits. A variable length account code can be of any length between 1 to 12 digits. Variable length account codes require a terminator digit (see paragraph A.3). When no account code length is specified during CDE programming, the default length is six digits. The Verifiable Account Code feature is an option of SMDR which provides unique codes with assigned COS and/or COR options. Dialing averifiable account code (which has been assigned a COS or a COR) will override the COS and/or COR currently assigned to a telephone. A new SMDR record is generated each time a new verified account code is entered. Account A.3 Code Terminator The variable length account code terminator variable-length account code to indicate complete. A variable length account code since they have no # digit. If variable length to 6-digit account codes. The terminator account code of the full 12 digits be dialed. Forced Account A.4 is the # digit. It is dialed at the end of a to the system that the account code is cannot be dialed from rotary telephones is enabled, rotary telephone sets default is not required should a variable length Codes COS Option 200, Account Code, Forced stations in order to bar trunk access from preceded by a valid account code. COS Long Distance Calls, may be assigned to calls (identified in the ARS Digit Strings preceded by a valid account code. Entry - External Calls, may be assigned to those stations, unless the access attempt is Option 201, Account Code, Forced Entry stations in order to bar certain long distance CDE form), unless the access attempt is Forced account codes can also be assigned to DISA trunks via the COS of the special DISA trunk in order to force a validation check on incoming DISA calls. System dial tone is not returned to the caller until a valid independent account code is received. March 1997 Issue 1 Revision 0 A-l Station Message Detail Recording Operation Account l Lift handset call: - dial tone is returned. l Dial the feature access code followed by the account code and terminator terminator is not required with fixed length account codes. Dial trunk access code (usually 9). l Dial the outgoing l Account l l l . l code entry during a call on a SUPERSET CODE? 42W telephone: appears. Press YES softkey. Enter Account Code number. Press SAVE softkey. code entry during a call on a SUPERSET 0 Press ACCOUNT CODE softkey. Enter Account Code number. l Press SAVE softkey. l (#); the number. Press SUPERKEY. Press NO softkey until ACCOUNT Account A-2 Code entry at the start of an outgoing Issue 1 Revision 0 43oRc telephone: March 1997 Appendix B DATA Account Codes General B.l This appendix provides an overview of the Data Account Code feature. It includes examples of ADL, DTRX, and incoming and internal modem pooling call applications. For a detailed description of account codes, refer to the Features Description Practice. Description B.2 With the Data Account code feature, data users can have the option or be forced to enter verified or non-verified account codes. These codes must be entered during the call setup phase of a data call and can be applied to internal, external and long distance calls. For the DTRX user, an account code access is represented by a character string, “ACCOUNT”, while an account code access code digit string is entered for ADL or incoming or internal modem pooling calls. Account code entries are accepted by the following circuit types: station, set, console, TIE or DISA trunk. Incoming, 8.3 Outgoing, and Internal Data Calls Verified or non-verified account codes applied the call setup phase. The following restrictions calls: to data calls must be entered during apply on incoming or outgoing data Incoming Data Calls l A TIE trunk caller can dial an account code access code and an account code number only after the TIE trunk has been seized. l An incoming special DISA caller can only enter an account code after dial tone has been returned. l An incoming regular DISA caller dials the DISA access code and waits for returned dial tone before entering the account code access code and an account code number. l An incoming DIL data call to the attendant requires the attendant to dial the account code for the calling party. l The same account code will be stored in both the DATA SMDR and Trunk SMDR records. March 1997 Issue 1 Revision 0 B-l Station Message Outgoing Detail Recording and Internal Data Calls For a DTRX application, the account code access code “ACCOUNT” and the account code number are entered after the destination number in the dialed digit string. The following are examples of an account code entered by a DTRX caller: l CALL 1234-9-5555678-ACCOUNT-2222 OR l CALL 1234 9 5555678 ACCOUNT 2222 OR l CALL 1862-ACCOUNT-2222 (internal DTRX call with account code) OR l CALL 1862 ACCOUNT 2222 (prompt) CALL 1234 - modem pool access code 9 - ARS access 5555678 - directory ACCOUNT - account 2222 - 4-digit 1862 - internal code number of the destination code access account data device code character string code number destination data station For an ADL application, the account code access code and the account code number are entered after the ADL access code. The following are examples of an ADL call: 87-75-2222-i code) 234-9-5555678 87-75-2222-i 862 (internal (external ADL call with account 87 - ADL access 75 - account 2222 - 4-digit 1234 - modem 9 - ARS access 5555678 - directory number of the destination 1862 - internal destination data station pooling call with account code) code code access code account code number pool access code code Note that dial tone is not returned B-2 ADL modem Issue 1 data device after the account Revision 0 code is entered. March 1997 Appendix B - DATA Account Codes For an internal call via the modem pool or for an incoming TIE or DISA trunk call, once the trunk has been seized, the account code access code and the account code number are entered prior to the destination digit string. 75-2222-i 234-l 862 (internal 75 - account 2222 - 4-digit account 1234 - modem 1862 - destination Incoming modem code access pooling call with account code) code code number pool access code data station Call over Special DISA Trunk In order that the special DISA caller has access to the PABX, an account an account code access code must be dialed as a security code. Other Calls Applying An account l Dial account l Account code without Codes: code access code must be dialed prior to the account code number. code digits. If the account code is a variable length, the digit string must be followed by a #. If the digit string has reached the maximum of 12 digits, the caller has the option of either entering the # delimiter or leaving it out. A non-variable length account code must be programmed between 4 - 12 digits. For a non-DTRX or non-ADL call, the PABX supplies account code has been dialed. l System B.4 with the account Abbreviated The system code length dial tone after a correct Dial Numbers abbreviated dial number for an ADL caller may include an account code. EXAMPLE: System Abbreviated Access Code + System ADL Access Code + Account Destination Number Code Access Abbreviated Number Code + Account = Code Number + or Account Code Access Code + Account For DTRX callers, the Account numbers. Code Number Code cannot + Destination be included in system For a Speed Call number, the Account Code Access Number Number may be included in the digit string. March 1997 Issue 1 Revision 0 Number abbreviated and the Account Code B-3 Station Message Detail Recording An incoming TIE, DISA, or internal modem pooling caller may dial a speed dial number which includes an account code with the destination number. The destination number may be a modem pool hunt group number plus a data station or data hunt group number, or it may be a data station or data hunt group number (if the default modem pool hunt group is programmed). EXAMPLE: System Abbreviated Access Code + System Abbreviated Account Code Access Code + Account Code Number number + data station/hunt group number Number + modem = pool hunt group OR Account Code Access Code + Account Code Number (if default modem pool hunt group is programmed) Forced Account B.5 B-4 + data station/hunt group number Codes The COS of the caller is checked to determine so, an account code must be entered: if any of the following Account Code, Forced Entry - Data External Account Code, Forced Entry - Data Long Distance Account Code, Forced Entry - Data Internal issue 1 Revision 0 options apply. If Calls (COS Option 327) Calls (COS Option 328) Calls (COS Option 326) March 1997 Appendix March 1997 Issue 1 Revision 0 B - DATA Account Codes B-5 Station Message B-6 Detail Recording Issue 1 Revision 0 March 1997 SX-200@ ML PABX Tenanting l”, 8 - Trademark of Mitel Corporation. 0 Copyright 1997, Mite1 Corporation. All rights reserved Printed in Canada. MITEL@ CR, Tenanting NOTICE The information contained in this document is believed to be accurate in all respects but is not warranted by Mite1 Corporation (MITELs). The information is subject to change without notice and should not be construed in any way as a commitment by Mite1 or any of its affiliates or subsidiaries. Mite1 and its affiliates and subsidiaries assume no responsibility for any errors or omissions in this document. Revisions of this document or new editions of it may be issued to incorporate such changes. VT1 OOTMis a trademark of Digital Equipment Corp. SX-200, SUPERSET, SUPERSET 410, SUPERSET 420, SUPERSET 430, SUPERCONSOLE 1000, MILINK and LIGHTWARE are trademarks or registered trademarks of Mite1 Corporation. Issue 1 Revision 0 March 1997 Table of Contents 1. Introduction Reasonforlssue 2. ........................................... .......................................... General Description. .............. l-l .............. l-l .2-1 ................................................. Overview ............................................................. Multiple Tenant Application ................................................ Multiple Customer Application .............................................. Data Users Application ................................................... Independent Consoles, Subattendants, Trunks, and Stations ..................... Tenant Interconnection .................................................. Identifying Tenants on Consoles and SUPERSETTM Telephones .................. Local Night Switching .................................................... Night Bells and Night Answer .............................................. DialORouting ......................................................... Call Rerouting Features and Answer Point .................................... Direct Inward Dial Rerouting ............................................... Direct-In Line Rerouting ................................................... SubattendantsJEnhanced Subattendants and Message Centers ................... Numbering Plan ......................................................... Automatic Route Selection with Multiple Tenants ............................... 3. Programming and CDE .............................................. ..2- 1 .2-l .2-l .2-l .2-2 ..2- 3 .2-4 .2-5 .2-6 ..2- 6 .2-7 .2-8 .2-8 .2-8 .2-8 .2-9 .3-1 Tenant Assignments ..................................................... Interconnection Between Tenants ........................................... Call Rerouting .......................................................... NightSwitching ........................................................ .3-l .3-2, .3-3 ..3- 5 List of Figures Figure Figure Figure Figure Figure Figure Figure Figure Figure March 2-l 2-2 2-3 2-4 2-5 3-l 3-2 3-3 3-4 1997 Tenant Connections to PABX ........................ Tenant Interconnection with Shared Console ............ SUPERSET 430TM Telephone Serving Several Tenants ... Night Switching Options ............................ Dial 0 Call Routing ................................. StationlSUPERSETTelephone Programming Form ....... Tenant Interconnection Table ........................ Call Rerouting Table ............................... Tenant Night Switching Control ....................... Issue 1 Revision 0 ............ ............ ............ ............ ............ ............ ............ ............ ............ 2-2 2-3 2-4 2-5 2-7 3-l 3-2 3-3 3-5 Tenanting iv Issue 1 Revision 0 March 1997 1 Introduction Tenanting is a feature which allows up to 25 tenants to share features and capabilities of the PABX. Some PABX features are enabled for each tenant individually through customer data entry (CDE) while other features are shared by all tenants. Reason for Issue 1.1 This section March 1997 describes tenanting. Issue 1 It also explains Revision 0 how to program and use tenanting. l-l Tenanting l-2 Issue 1 Revision 0 March 1997 2 General Description Overview 2.1 Tenanting is a very powerful and flexible feature available with the PABX. The PABX may be operated as a single tenant or in a multiple customer or multiple tenant mode, by sharing services such as attendants or trunks. A typical installation may have several tenants, each with its own trunks, stations and attendant. Members of different tenants may be programmed to access each other (but not necessarily each other’s features) without going through the local central office, or may be totally independent of each other. The customer (or customers) can share the economies of a larger PABX, such as specialized trunks, leased services, and other features. SMDR, described in the Station Message Detail Recording Practice, allows equitable assessment of costs among all users. Up to 25 tenants (or customers) may be defined within the PABX with a maximum 11 consoles. A maximum of 25 enhanced subattendant positions may be defined. Please refer to the Customer Data Ent~ Practice and reference Form 09, Station/SUPERSETTM Telephones, for information on the subattendant position. Multiple 2.2 Tenant Application A typical multiple tenant application is a company which occupies a large building and has attendants and/or subattendants and/or enhanced subattendants in different areas, such as each floor or department. Some features, such as attendant recall, access the local attendant instead of the main attendant position, but other features such as WATS, ARS, Tie lines, or abbreviated dialing are available to all users. Multiple 2.3 of Customer Application A typical multiple customer application is a building served by one PABX, with telephone service for each customer (tenant) going through the PABX independently. When one customer calls another, the calling party must access one of its CO trunks and dial the other customer’s listed directory number. The call will go through the CO and then appear as an incoming CO call at the called customer. Data Users Application 2.4 The PABX tenanting features are also available for data users. A typical application is to restrict access to certain computers, printers, and other data devices to data users in one or more specific internal departments, by placing all members into the same tenant and denying all other tenants access. Any computer resources which must be available to all users can be put into a tenant group to which everyone has access. March 1997 Issue 1 Revision 0 2-l Tenanting Independent 2.5 Consoles, Subattendants, Trunks, and Stations The PABX is divided into distinct tenants; all stations, SUPERSETtelephones, trunks, subattendant/enhanced subattendant telephones, and attendant consoles are assigned to a tenant as they are programmed into the PABX. Trunks and Dial 0 calls are programmed to ring to only their associated attendant/subattendant/enhanced subattendant position. Outgoing calls seize only trunks within their same tenant as shown in Figure 2-1. - TENANT 1 TRUNKS TENANT 25 TRUNKS CC0546 Figure 2-2 2-1 Tenant issue 1 Connections Revision 0 to PABX March 1997 General Description Tenant Interconnection 2.6 The PABX may be programmed to allow certain tenants to connect to each other internally within the system or to allow for sharing of services such as an attendant console or trunks. Each tenant example, an to tenant 25 2, and 3 may may or may not be allowed to connect directly to any other attendant console to be shared by tenants 1, 2, and 3 can and programmed to connect internally to tenants 1, 2, and still be programmed to NOT connect to each other as shown Note the exception to the case when tenant call tenant 1. A SUPERSET 430TM telephone telephone B in tenant 2, and upon receiving A. Set B can press MSG, READ MSG, and A, even though tenant 2 (Set B) is normally tenant. For be assigned 3. Tenants 1, in Figure 2-2. 1 can call tenant 2 but tenant 2 cannot A in tenant 1 calls SUPERSET 430 no answer, sends the message to call set CALL softkeys, and return the call to set restricted from calling tenant 1 (Set A). -- TENANT Figure March 1997 1 TENANT 2-2 Tenant Interconnection Issue 1 Revision 0 with Shared 2 Console 2-3 Tenanting Identifying 2.7 Tenants on Consoles and SUPERSETTelephones Attendant consoles or SUPERSETtelephones may be programmed to provide a common answering point for incoming calls to all tenants, as well as calls that are unanswered by any tenant. Each tenant may not call the other tenants or access each other’s trunks, but all of their calls will be directed to the common answering point. The incoming calls may be DID, DIL, or regular CO trunks. When recalls are answered at a common answering point, the name of the tenant that did not answer is displayed as a NO ANSWER so that the recall may be answered with an appropriate response. If the called party has a SUPERSET 420TM or SUPERSET 430 telephone, that party’s name is displayed. The calling party’s trunk group may be programmed to display the company name. If the trunk has not been programmed with a name, the trunk group name is displayed. If the trunk group has not been programmed with a name, the trunk number is displayed. The call rerouting point for all tenants may be to SUPERSET 41 OTM, SUPERSET or SUPERSET telephones with each tenant having its own key for reroutes, as shown in Figure 2-3. A reroute to a busy line will camp on to that line, allowing queuing for each tenant’s calls. TENANTS ABC SAM’S OCTEL BLACK’S Figure 2-4 2-3 SUPERSET Issue 1 430 Telephone Revision 0 Serving Several Tenants March 1997 General Description Local Night Switching 2.8 Tenants sharing the system may each require different system operation with respect to Day/Night mode. The PABX allows each tenant to switch into Night service independently and to operate independently when it has switched to Night service. Figure 2-4 shows two typical examples. TENANT I 1 (DAY) TENANT 2 (NIGHT) TRUNKS ROUTED TO SUPERSET TELEPHONE LINES Figure 2-4 Night Switching An attendant key followed Options with a console may switch to Night 1 or Night 2 by pressing by the appropriate softkey. the FUNCTION A tenant with a SUPERSET 420 presses the SuperKey and the NO softkey until NIGHT SERVICE? appears in the display area of the telephone. Pressing the YES softkey will display the current service mode to the user and pressing the CHANGE softkey will allow the user to switch to another mode. To switch into night service using a SUPERSET 430 telephone, the user presses the SuperKey and the MORE softkey until the NIGHT ANSWER softkey appears. Pressing this softkey will select the new mode of operation. To retain the current mode of service, press the BACKUP softkey or the SuperKey. The display area for each SUPERSET mentioned displays the current mode of operation, either NIGHT 1, NIGHT 2 or DAY service. In the case of DAY service, the display reverts to showing the time and date after a short period of time. Please refer to the Features Description Practice for complete programming information. March 1997 Issue 1 Revision 0 2-5 Tenanting Since call rerouting destinations and incoming CO trunks are programmed for Day, Night 1, and Night 2, switching to Night service will automatically reroute all calls for that tenant, provided that the tenant is properly programmed in CDE Form 06, Tenant Night Switching Control. It may be desirable to have a console or a SUPERSET43Utelephone (such as a night security desk) able to switch all tenants into Night 1 or Night 2 service. The security desk console may be programmed as a tenant that controls the Night status of tenants. When the security guard sets Night 2, all associated tenants switch into Night 2. If a tenant forgot to switch to Night service, and calls were not being rerouted, the status is corrected when the night security guard comes on duty and sets Night 2 to reroute calls to the security desk. Night Bells and Night Answer 2.9 The system allows incoming calls to be redirected to a Night bell. A non-display SUfERSETtelephone in that tenant may dial the TAFAS - LOCAL TENANT feature access code to answer the first call in that tenant’s queue. A SUPERSET 470 and SUPERSET 420 user will press a NIGHT ANSWER feature key, a SUPERSET 430 user will press the NIGHT ANSWER softkey, and the attendant console will press the NIGHT BELL softkey. Any extension may dial the TAFAS - Any feature access code to pick up a call in any tenant to which it is allowed to connect. Please refer to the Features Description Practice for complete programming information. Dial 0 Routing 2.10 Any tenant group may operate with a central attendant, subattendant or enhanced subattendant position handling incoming calls and Dial 0 calls, or may program its own Day/Night directory numbers to route Dial 0 calls. Figure 2-5 shows two examples. The feature access code for attendant access (usually 0) is programmed systemwide for all stations. Each tenant may then specify the Day, Night 1, and Night 2 answer points to route callers who dial this access code. 2-6 Issue 1 Revision 0 March 1997 General Call Rerouting 2.11 Features and Answer Description Point Each tenant may determine its method of rerouting Dial 0 calls, intercepts for illegal access, calls that are not answered or that reach busy parties. The answer point may be an attendant console, subattendant LDN, enhanced subattendant LDN, SUPERSET telephone line, station, hunt group, or night bell. The caller is automatically camped on to a busy station or SUPERSETtelephone. Calls may also be routed to a staffed night answering desk for the PABX, or to an outside answering service, by routing to a system abbreviated dial key programmed to an external number. TENANT DIAL 0 CALLS ROUTED TO SUf’ERSET430 TELEPHONE LINE DIAL 0 CALLS ROUTED 2 TO AllENDANT CONSOLE cc0550 ’ L L I Figure 2-5 Dial 0 Call Routing Rerouted calls arrive at a console as NO ANSWER or BUSY recalls. From the display, the attendant can identify which tenant originated the recall. Calls rerouted to a SUPERSETtelephone may ring into a different key for each tenant, thereby identifying the company that originated the recall. If the line is busy, a recall will automatically camp on to the SUPERSET telephone. Several examples of Call Rerouting Data Entry Practice. Call Rerouting Practice. March 1997 Issue 1 follow and a complete list is given in the Customer is described in detail in the Features Description Revision 0 2-7 Tenanting Direct Inward Dial Rerouting 2.12 In some cases DID trunks may be shared among tenants. The block of numbers obtained is used by all the tenants, each with its own phone numbers listed in the telephone directory. The DID trunks are placed into one tenant which is programmed to be able to connect to the other tenants that share the DID trunks. If no one answers an incoming call, or if the number is busy, it may be rerouted to a specified answer point as a No Answer/Busy recall. Direct-In Line Rerouting 2.13 Incoming DIL trunks are directed to ring destinations in any tenant that they can connect to. An unanswered incoming call may be rerouted to a specified answer point (Day, Night 1, or Night 2) as a No Answer recall, from the tenant into which the trunk rang. SubattendanWEnhanced 2.14 Subattendants and Message Centers A company may set up its system with a main attendant console for receiving incoming calls and routing them to stations in the system. Usually the attendant who handled an incoming trunk call receives the No Answer recall. Any department wanting to handle its own recalls (for example, to take messages) may program alternate recall points for its calls. The department is programmed as a tenant and then uses call rerouting for its calls. The person can take a message and set message waiting on the absent party’s set. Members of a department may call their own “message center” by dialing 0. Since each tenant programs its own dial 0 answering point, people do not have to remember how to call their message desk. They can call another department’s message desk by dialing its extension number. Numbering 2.15 2-8 Plan Since tenants are allowed to connect to each other, extension numbers must be unique across the entire system. For example, there may be one and ONLY ONE extension 201 in the PABX. Similarly, feature access codes must be the same throughout the system. SMDR records may be sorted for each tenant by their unique extension numbers. Issue 1 Revision 0 March 1997 General Automatic 2.16 Route Selection with Multiple Description Tenants Automatic Route Selection (ARS) enables the system to access, in a specific sequence, possible routes to a given destination. Routes are listed within the system in the order in which they are to be tried. Route definition is based on trunk groups. Routes may be organized into lists of up to six route choices to arrive at a destination (refer to CDE Form 24, ARS: Route Lists). Since some tenants may be allowed to access only specific trunks, the ARS package checks the tenant interconnection table to verify if a caller may access a particular trunk. If the first choice trunks are not available to a particular tenant, the system skips them and takes the next choice trunks instead. The system automatically searches available trunks from first choice to last choice as it attempts to find a free trunk. If tenant interconnection is allowed, shared trunks should be accessible from all participating tenants. ARS will optimize all calls made from these tenants. The administrator must collect and sort the SMDR reports for billing to each tenant. March 1997 Issue 1 Revision 0 2-9 Tenanting 2-10 Issue 1 Revision 0 March 1997 3 Programming and CDE This section describes how the customer data entry (CDE) package is programmed to set up the various functions already described in this document. The forms are more fully explained in the Customer Data Entry Practice. Tenant Assignments 3.1 Stations, sets, data sets, consoles, subattendants, enhanced subattendants, and trunks are assigned to a tenant when they are programmed into the system during CDE. The field labelled TEN is the tenant assignment field. Enter the tenant number (1 to 25) to which the station or SUPERSE 7 telephone belongs. For example, the StationlSUPERSETtelephones programming form (Figure 3-1) shows that extension 1301 and 1702 have both been assigned to Tenant 1. 16:QS 12-DEC-94 alam BfiY SLT CCT TEN EXTN > ; f; ;i 1 1702 1 1 1 1 1 1 1 1 1 1 01 03 03 03 03 03 03 03 03 03 12 Dl 02 03 04 05 Dd 07 08 09 1 1 1 1 1 1 1 1 1 1301 1302 1303 1304 1305 1306 1307 1308 1309 1 03 03 1 ;:; 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 stn 401 401 Sub Sub Sub Sub Sub Sub Sub 1303 1 1 Sub l-MOVE 2-FIND EXT h-QUIT 7-BAY/SLTICCT Figure March COS COR TYP 1997 11 1 fiNNOUNCE I3-EXPAND ASSOC = MJOR CMENTS < SET B-DELETE 3-1 StationlSUERSETTelephone Issue 1 NFmE status Revision 0 14- 5-RANGE 9-REMI%' Programming IQ- I I Form 3-l Tenanting Interconnection 3.2 Between Tenants Each tenant may be allowed or not allowed to call any other tenant, as specified in the Tenant Interconnection Table. On each horizontal line, an asterisk ( * ) indicates tenants that may be connected, and a period ( . ) indicates tenants that may not be connected from one tenant to another. The tenant being examined (horizontal row) can connect with each tenant that has an asterisk ( * ) in its column. The diagonal of the matrix is labelled 0 because a tenant may not be prohibited from calling within itself. Connection control is unidirectional; if tenant 1 may connect to tenant 2, tenant 2 may not necessarily be able to connect to tenant 1. This allows for a master tenant who could call everyone but who may not be called by everyone. Figure 3-2 shows an example and 7. where tenant 1 may call any tenant except tenants 5 The Tenant Interconnection Table can provide security for data devices connected to the PABX through data sets by restricting access only to data sets within the same tenant group. Each group of data users who are to be able to access only each other are placed within the same tenant. Data set calls between tenants are then restricted by programming Form 05, Tenant Interconnection Table. 15:58 alann status 12-DEE-94 = MAJOR 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 >OlO 3 % Y . *. * * * * * * * * * * * * * * * al * %(( 02rO3E~rw*r*************xx** 033frOnra*r*********~***~x~* 043faafOrr*rr*r******r***ax** 05x~x~Oi*Lf*E******~f**~*** 06*~Yi*Of~*********f****I** 07X~~~~*Oz***************** 08~+~~ti*Of**i**i******~*** 09~aE3EPt***Oi*************** 10+x+xx+r++or***+**rrr+++r* ll~~~*IEE~~*Op~************ 12rrr3Err*r***~r************ 01OP*~~**I***fi*ri~~~f~f~** l- 2- h-QUIT 7-TENANT Figure 3-2 NlRi 3- 4-TOP 5-BOTTOM 8-DISFILLOW 9- 0- 3-2 Tenant Issue 1 Interconnection Revision 0 Table March 1997 Programming and CDE Call Rerouting 3.3 The Call Rerouting Table (Figure 3-3) specifies where each tenant is to route different types of calls in Day, Night 1, or Night 2 Service. If no number is specified, the caller receives reorder tone. For Dial-in and DID trunks, forwarding and intercepting is for calls that are dialed into the tenant currently being displayed. DID trunks, which can access multiple tenants, are routed by the tenant whose local directory number was dialed. Night bells and AttendanVSubattendaWEnhanced grammed into the system with directory numbers here along with stations, SUPERSETtelephones, 13:47 Subattendant LDN keys are profor reference and may be specified and logical lines. 14-REC-94 [TENANT : 1 alam 1 TYPE OF CfiLL Station Dial 0 Routing Priority Dial 0 Routing DID Recall Points On Busy DID Recall Points On No Answer DID Routing For Calls Into This Tenant DID Illegal # Intercept For This Tenant DID Vacant Nmber Routing For This Tenant DID Attendant Clccess Night Points Non-Dial-In Trunks Alternate Recall Points Dial-In Tie Recall Points On Busy Dial-In Tie Recall Points On No Answer Dial-In Tie Routing For Calls Into This Tenant Station Dial 0 Routing status = MfiJilR Dfh’ Nl N2 1801 1801 1801 1801 1801 ----- 1801 I- 2-TENFINT NfME 3- 4-TOP 5-WITTOM I-QUIT 7-TENANT 9- o- 8-DELETE Figure 3-3 Call Rerouting Table Note: March 1997 For programming CDE Form 19, Call Rerouting Table, DID and Dial-in Tie Trunk Attendant Access Night Points only work when the tie trunks are sent to the Attendant’s extension number and not to an LDN key on the console. issue 1 Revision 0 3-3 Tenanting The following table defines which tenant controls are not answered by the destination station: the recall point for incoming TYPE OF CALL CONTROLLING DID Recall Points on Busy calls that TENANT GROUP Destination Station 1 Destination Station Destination Station I DID Recall Points on No Answer DID Routing for Calls into this Tenant DID Illegal # Intercept DID Vacant Number DID Attendant this Tenant Routing Access for this Tenant Night Points Calling Trunk Calling Trunk Calling Trunk Will not recall on no answer if the ringing destination is the trunk’s Night 1 answering point. Note: Non-Dial-In Trunks Alternate Dial-in Tie Recall Points Recall Points Destination Station Destination Station Destination Station 1 Destination Station 1 Destination Station Destination Station Destination Station I Destination Station I Destination Station Destination Station Destination Station Destination Station on Busy Dial-In Tie Recall Points on No Answer I Dial-In Tie Routing for Calls into this Tenant 1 Dial-In Tie Illegal # Intercept Dial-In Tie Vacant for this Tenant Number Dial-In Tie Attendant Routing Access for this Tenant Night Points I DND Intercept I UCD/Attendant Routing Recording UCD on Hold Timeout DISA Day Service CO Line Routing 3-4 for this Tenant for this Tenant for this Tenant Routing for this Tenant Points on No Answer Issue 1 Revision 0 March 1997 Programming and CDE Night Switching 3.4 A Tenant Night Switching Control matrix allows one or more tenants (such as a night security desk console, subattendant, enhanced subattendant or SVPERSET telephone) to switch all tenants into night service. This matrix is similar to the Tenant Interconnection Table. The tenant being examined (horizontal row) will night-switch each tenant programmed with an ( * ) in its column. This matrix is unidirectional. Tenant 1 may be programmed to night-switch tenant 2 but tenant 2 may not be programmed to night-switch tenant 1. Figure 3-4 shows an example where tenant 1 will night-switch all tenants into night service but all other tenants will only night-switch themselves, Tenant 1, therefore, is the “master tenant” for night switching control. 15:59 alann status 12-DEC-94 = MAJOR 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 010..................* 02.0 03..0 ............................................ 04...0 ..................... 05. I . I 0 06.....0::::::::::::: 07 ..o ................. 08 ......... ..i ;r : : : 09 ........ ..o 10 ....... 11..........0:::::::::::::: 12...........0 < ..... -: : : : : : : . ....... . - . : : : : : : ............. OlO..................*..... l- 2- &QUIT 7-TENANT Figure March 1997 HIM 3- 4-TOP 5-l30TTlM I-SWITCHED 9- o- 3-4 Tenant Issue 1 Night Switching Revision 0 Control 3-5 Tenanting 3-6 Issue 1 Revision 0 March 1997 SX-200@ ML PABX Traffic Measurement TM 8 - Trademark of Mite1 Corporation. O’Copyright 1997. Mite1 Corporation. All rights reserved Printed in Canada. a3MITEL@ Traffic Measurement NOTICE The information contained in this document is believed to be accurate in all respects but is not warranted by Mite1 Corporation (MITELs). The information is subject to change without notice and should not be construed in any way as a commitment by Mite1 or any of its affiliates or subsidiaries. Mite1 and its affiliates and subsidiaries assume no responsibility for any errors or omissions in this document. Revisions of this document or new editions of it may be issued to incorporate such changes. VT1 OOTMis a trademark of Digital Equipment IBM@ PC is a trademark of International SX-200, LIGHTWARE, of Mite1 Corporation. Corp. Business and SUPERSET are trademarks Issue 1 Revision 0 Machines Corp. or registered trademarks March 1997 Table of Contents 1. General...............................................................l- I Introduction ........................................................... Reasonforlssue ....................................................... Traffic Analysis .......................................................... 2. Traffic Measurement Methods Traffic Measurement Commands. lnstallation...........................................................4General ............................................................. Connection Requirements, Local Printer. .................................... 5. .................... .................................... Maintenance Terminal and Console ........................................ Traffic Measurement Commands .......................................... SETCommand ..................................................... STOPCommand ................................................... SHOWCommand ................................................... PRINTCommand.. ................................................. READCommand ................................................... QUITCommand.. .................................................. 4. .2-1 ....................................... General .............................................................. Types of Traffic Counts ................................................... PegCount ......................................................... UsageCount ....................................................... Types of Data Accumulated ............................................... System Activity ....................................................... Features ........................................................... Receivers .......................................................... Channel Usage And Local Switching ...................................... Dynamic Records for Hunt Groups, Trunk Groups, and Trunks Console ........................................................... HuntGroups.. ...................................................... TrunkGroups ....................................................... Trunks ...................................................... Register Count Examples ................................................. Power Failure .......................................................... 3. ..I- 1 ..l- 1 l-1 . ..... ..2- 1 .2-l ..2- 1 ..2- 1 .2-2 .2-2 ..2- 3 ..2- 3 .2-4 .2-4 ..2- 5 ..2- 5 ..2- 5 ..2- 6 .2-6 .2-6 .3-1 .3-i .3-l ..3- 1 ..3- 2 ..3- 2 ..3- 3 ..3- 3 ..3- 3 1 ..4- 1 .4-l Reports...............................................................5- 1 General .............................................................. Report Heading Description ............................................... Typical Report ......................................................... 336- portexample ................................................... Condensed Traffic Report ................................................. Analyzing Traffic Reports ................................................. ..5- 1 .5-l ..5- 1 ..5- 2 .5-3 .5-3 March 1997 Issue 1 Revision 0 Traffic Measurement iv issue 1 Revision 0 March 1997 1 General Introduction 1.1 This Practice describes principles of telephone including programming and operating procedures data. Note: traffic measurement for a PABX, for obtaining Traffic Measurement Traffic reports for featurers (such as ACD and Automated feature has been purchased. Attendant) are available only if the Reason for Issue 1.2 This Practice is issued to provide information about LIGHTVVARETM 16 ML software. Traffic Analysis 1.3 Traffic Analysis involves two activities: collecting data about the system (measurement) and interpreting this data (analysis) to optimize system performance. Once traffic measurement has been started in the PABX, it continues automatically until changed or stopped. Traffic measurement produces a single report for the system. The repot-t includes all tenants, if a tenant service is provided. Traffic measurement accumulates data in the form of peg counts and usage over a specified period of time. A peg count is the total number of times a facility (device, service, or feature) is accessed, regardless of the length of each access. Usage is the length of time or duration for which each facility is used. In certain applications, the peak value of facility usage during the period is also recorded. Call holding time is the average length of each call. usage = peg counts (Erlangs) (per hour) X call holding time (in seconds) 3600 (seconds per hour) usage = peg counts (per hour) X call holding time (in seconds) 100 (seconds per CCS period) (CCS = centi-call second) ws ) usage = usage (CCS) (Erlangs) 36 or, 1 Erlang = 36 CCS Examine traffic measurement results to determine the adequacy of equipment provisioning, and the effectiveness of programmed options and features. Analyze the results to identify changes which can be implemented by reprogramming and/or reprovisioning to improve system performance. March 1997 Issue 1 Revision 0 l-l Traffic Measurement 1-2 Issue 1 Revision 0 March 1997 2 Traffic Measurement Methods General 2.1 Traffic measurement data is accumulated in periods of 1 to 60 minutes in length. The start time, which is specified to the nearest minute, and the duration (required number of periods) identify the daily time when measurements are collected. These parameters are entered from the console or maintenance terminal. Once set, traffic measurement will begin at the same time each day and continue for the same duration, until changed or stopped. The system clock times the length of each period; however, a guard timer also monitors each period and can terminate the period if it times out before the system clock. This situation would occur only if the system clock has been changed during a measurement period. The period length is not guaranteed if the clock is changed or the system is reset during a measurement period. Data is accumulated in active registers during each measurement period. At the end of each period, data is transferred to storage registers and the active registers are set to zero in preparation for receiving data from the next period. The data held in these storage registers can be printed, or written to magnetic tape or a similar storage device. At the end of each period, the data in the storage registers is replaced by the data accumulated in the active registers during the period. If the data was not retrieved from the storage registers during a period, new data received at the end of that period overwrites the data, and it is lost. This sequence then repeats for the specified duration. Types of Traffic Counts 2.2 Two types of traffic counts. counts are used in traffic measurement: peg counts and usage Peg Count Each time a facility (device, service, or feature) is used, the call processing software increments its register by one count. A peg count is not concerned with the length of time of usage. Usage Count Usage counts can be divided into normal usage and maximum value counts. Normal Usage: The amount of time for which a facility is used can be calculated from the usage count. At 1 O-second intervals, the call processing software scans each facility and increments the register if it is in use. The usage count is directly proportional to the time that a circuit is in use. March 1997 Issue 1 Revision 0 2-l Traffic Measurement Each accumulated usage count is converted into CCS or Erlangs for the traffic measurement report. The maximum usage is 6554 CCS or 182 Erlangs which will occur if 182 devices in a facility are all busy for 1 hour. The consoles are scanned every second to increase accuracy in the average waiting time for an answered call. Maximum Value Count: This type of count is obtained in a similar manner to usage count, except that the value obtained at each scan does not increment the register; instead, it is compared with the register’s value and updates the register only if its value exceeds that in the register. This value reflects the scanned maximum count of the usage of a resource. Since this is a scanned value, it is possible that a busy peg can exist without the maximum count reaching the number available. Types of Data Accumulated 2.3 The following data is accumulated during traffic measurement: System Activity System activity data indicates the extent of activity on the basic system (maximum count = 65535). Counts include: peg 1 s Dial Tone: Incremented every time an extension or dial-in trunk has to wait for dial tone. This peg is not incremented by the Automated 1 or more seconds Attendant feature. 2 s Dial Tone: This is incremented each time an extension or dial-in trunk has to wait 2 or more seconds for dial tone. This peg is not incremented by the Automated Attendant feature. 3 s Dial Tone: Incremented every time an extension or dial-in trunk has to wait for dial tone. This peg is not incremented by the Automated 3 or more seconds Attendant feature. Console Calls: A count of all calls directed hang up before they are answered. to any console, including calls that Console Orig.: A count of all console originations. Dataset Orig.: This count is incremented each time a data call is originated either by ADL or DTRX. Dial 0 Calls: A count of all dial 0 calls that are answered at any console. It includes priority dial 0 calls and all calls directed to Console directory numbers that are not answered. Ext Origin.: Each time an idle extension increment off-hook. goes off-hook, it causes this register to by one count. It does not increment when a ringing extension goes Intercepted: A count of all intercepted Recall: A count of all console-answered Activity: Each time a device 2-2 at all consoles. recalls, has activity, this count is incremented. Illegal Calls: This count is incremented trunk dials a vacant calls that are answered whenever an extension, console or dial-in or illegal number. Issue 1 Revision 0 March 1997 Traffic Measurement Methods Features Feature data indicates the activity of those features which have been programmed the installation (maximum peg count = 65535). Counts include: ADL Access: Callback: Successful Callbacks Call Forward: console. ADL feature accesses. that have been set up. All call forwarding set-ups (programming) Call Hold: Number of hard holds by an extension. Call Park: Number of call parks. Call Pickup: Legally dialed call pick-ups, pick-ups from extensions. Camp-on: Camp-ons to any device another device for extension-to-trunk, trunk-to-extension. Console Conf.: Console Hold: DND: The number The number including at any extension local pick-ups (including trunk groups extension-to-extension, of times consoles of all call-holds or or directed and hunt groups) and use the conference by softkey. made at the console. Do not disturb set-ups. DTRX Session: Ext. Conf.: Successful Extension Flash Hold: Guest Room: DTRX session accesses. conferences. Transfers or flash and holds from an extension Guest Room softkey or console. depressions. Hold Pickup: Successful hold pick-ups (calls held at the console and picked up using the dialed console and hold slot number). Maid in Room: Msg Waiting: Override: Paging: Serial for Number Applied message Completed Successful Call: Console of accesses from any source in any manner. pager accesses. serial calls set up by all consoles. Call wake-up UCD Loginout: waiting, Access Code 35, Maid in Room. busy overrides. TAFAS: TAFAS (night answer) SUPERSETTM softkey. Wake-Up: to Feature in a hold slot answered from dialed feature access code or set-ups. UCD agent logins and logouts. Receivers This data records the activity on receivers within the system (maximum peg count = 65535). The PABX Digital bay implements DTMF receivers using a fixed number of dedicated circuits. Sample traffic measurements have been included in Chapter 5, Reports. The following counts are recorded: March 1997 Issue 1 Revision 0 2-3 Traffic Measurement Peg: The total number measurement period. of times that thereceivers were accessed during the Usage: Represents the total usage (Erlangs or CCS) for the receivers during the measurement period. Does not include busied-out receivers (max = 6553.5 ccs). Busy Peg: The number of times a call could not immediately receiver due to busy conditions. be allocated a Maximum in Use/Available: The scanned maximum count of the number of receivers in use during the period and the number that are available for use. Does not include busied-out receivers. Channel Usage And Local Switching This data records activity between counts are recorded: Bay Number: Channel channels Identifies bays and within each peripheral bay. The following the bay for which data is being accumulated. Usage: Usage of channels available to the bay. Does not include allocated for music or tones (maximum = 6553.5 ccs). Max Channel/Available: The scanned maximum number of channels in use and the number available for use. Does not include channels allocated for music or tones. Local Switching Usage: (maximum = 6553.5 ccs). Max Local Switching: in an analog peripheral Usage of analog The scanned bay. peripheral maximum number bay local switching of local switches found Dynamic Records for Hunt Groups, Trunk Groups, and Trunks 2.4 The number of system, feature, receiver and channel pegs or records is fixed for each system. The number of console, hunt group, trunk group, and trunk records can vary. At the beginning of each period, records are allocated for consoles, trunk groups, and trunks. Each console, hunt group, and trunk group that is programmed in CDE is allocated one record. The programmed trunks are allocated the remaining records, in ascending trunk number order. A total of 300 records is allocated. Example: 97 records The following 2-4 The following traffic could be recorded: - 4 consoles - 8 hunt groups - 15 trunk groups - 70 trunks, numbered 1 to 70 (total) 203 records data is accumulated Issue 1 still available (98 - 300) during traffic measurement: Revision 0 March 1997 Traffic Measurement Methods Console This data records activity of each console following information: on the system. Console activity includes the Console Number: Directory number of the console. The console directory number is determined at the time of CDE Entry in Form 07, Console Assignments. If this console has been deleted, it will display ???? indicating that the directory number could not be determined. Usage: Non-idle use of the console. The console is non-idle when it is using a channel. The console is idle when it is ringing, using the application key, or using the select features key (maximum = 36 CCS). Call Waiting Usage: Usage of the Console queue for all calls presented console, either answered or unanswered (maximum = 655.35 CCS). Calls Answered: Calls answered ANSWER key answers (maximum Avg Waiting Time: Average answered by the console. using the console. Includes peg count = 65535). waiting time for a call directed softkey to this and to the console to be Hunt Groups The activity of each hunt group is recorded. information: Hunt Group Number: Peg: Number 65535). Programmed of accesses Hunt group activity includes the following hunt group number. to a hunt group, including busy attempts (maximum = Skip Peg: Number of failures to get a receiver, which resulted in skipping the recording and routing to the default destination (for Automated Attendant Hunt Groups only). Usage: Busy Usage of all devices Peg: Number in the hunt group (maximum = 6553.5 CCS). of times the hunt group was found busy by a caller. Max in Use/Available: Scanned maximum number of devices in the hunt group that were busy (busied-out devices are not included) and the number of devices available for use in the group. Trunk Groups This data records the activity of each trunk group. Trunk group activity following information: Trunk Group Peg: Number = 65535). Number: of accesses Programmed March 1997 Peg: Number to a trunk group, including busy attempts of times the trunk group was busy (maximum Issue 1 Revision 0 the trunk group number. Usage: Usage of all trunks in the trunk group making outgoing in CCS or Erlangs (maximum = 6553.5 CCS). Busy includes (maximum calls, measured = 255). 2-5 Traffic Measurement Max in Use/Available: Scanned maximum number of trunks in the trunk group that were busy (busied-out trunks are not included). The number of available trunks in a trunk group is determined at the time of the traffic measurement report and is not in the storage registers. Trunks The activity of each trunk is also recorded. mation: Trunk Peg in: = 255). Number: Trunk activity includes List of all trunk numbers (in Erlangs calls or CCS) for incoming Peg Out: Total number of times the trunk was seized for an outgoing trunk (maximum = 255). Usage Out: Represents the usage trunk (maximum = 36 ccs). infor- that were accessed. Total number of times the trunk was seized for incoming Usage In: Represents the usage trunk (maximum = 36 ccs). the following (in Erlangs or CCS) for outgoing (maximum calls on the call on the calls on the Register Count Examples 2.5 A call which lasts for 100 seconds has a value of 1 CCS (one hundred call-seconds). One Erlang equals 36 CCS or 3600 call seconds. Usage is measured in IO-second units; for example, a usage count of 128 (128 x IO s) represents 1280 seconds of usage, equivalent to 12.8 CCS or 0.3556 Erlang (36 CCS equals 1 Erlang). The following example illustrates these “count” methods. Extension Originations Peg Count - Each time an idle extension goes off-hook, it causes the register to increment by one count. Since it is a measure of the number of calls originated by the extensions, it does not increment when a ringing extension goes off-hook to answer a call. For example, if this register has a value of 858, the number of call originations (or off-hook originations) during the period totalled 858. Trunk Group Usage - Each time the system scans the members of this trunk group, at 10 second intervals, it counts the number of members that are busy. A register value of 273 indicates that members were busy for 273 X 10 = 2730 seconds (27.3 CCS) during the measurement period. Usage Measurement - Device usage is measured every ten seconds; therefore, each usage measurement is accurate to +/- 10 seconds (0.1 CCS or 0.0028 Erlang). Console usage measurement is accurate to +/- 1 second (0.01 CCS or 0.00028 Erlang) because they are scanned every second. Power Failure 2.6 2-6 If system power fails, the current traffic measurement will be lost, and the latest traffic report will also be lost if it had not been output. When power is restored, traffic measurements will restart and continue until the end of the scheduled period. The new start time will begin at system power-up. Issue 1 Revision 0 March 1997 3 Traffic Measurement Commands Maintenance Terminal and Console 3.1 The maintenance terminal or console is used to enter the data required to start traffic measurements, print measurements, monitor status, or change traffic measurement parameters. Refer to the KS-232 Maintenance Terminal Practice for instructions on using the terminal. At the maintenance terminal or console, select the MAINTENANCE application. From the MAINTENANCE main menu, select TRAFFIC-MEAS (softkey 5). Traffic Measurement Commands l-SET 2- SHOW 3- PRINT 4- READ 5 6- QUIT 7- 8- 9- STOP O- SET SHOW PRINT READ STOP Set traffic report information Status of current traffic report that contains information defined by the SET command Print the latest traffic report Read the latest traffic report Stop current traffic measurements or stop printing report SET Command March 1- UNITS 2- PERIOD 3- DURATION 4- AUTOPRINT 5 CANCEL 6- 7-START-TIME 8- CONDENSED 9- O- UNITS PERIOD DURATION AUTOPRINT CANCEL START TIME CONDENSED CCS or Erlangs 1 to 60 minutes (default = 60) Number of periods (default = 8) Print report automatically after each period (toggles Quit SET commands Presented in hours:minutes format (hh:mm) Condensed report (toggles ON or OFF) 1997 Issue 1 Revision 0 ON or OFF) 3-l Traffic Measurement Select the SET command to enter or change any traffic measurement parameters. Use the prompts to change required data and to exit from the TRAFFIC-MEAS function. Setting START-TIME to a specific time prepares the traffic data collection facility. Data collection is only started when that time is reached. Until then, the PERIOD, DURATION, and START-TIME parameters can be changed. Once traffic measurements are started, a STOP command must be issued first, followed by other commands. The AUTOPRINT and CONDENSED parameters can be changed during a traffic measurement period. At the beginning of each period of current traffic measurement, the pegs and dynamic records are initialized. If a new trunk group was set up by CDE, it would not be included in the traffic report until the next period. STOP Command When the STOP softkey is pressed, two new softkeys allowing you to select the activity you wish to stop. appear (TRAFFRPT TRAFFRPT - Stops the traffic measurement which is currently will be made of the incomplete collected data. PRINT Note: - Stops a printout from being sent to the PRINTER The STOP command will not stop an AUTOPRINT in progress. must be set to OFF between printouts to stop printouts. and PRINT), active. No report port. The AUTOPRINT command SHOW Command When you press the SHOW softkey, you will see a STATUS softkey displayed. Pressing the STATUS softkey will provide a summary report on the current traffic measurement parameters. STATUS: Activated/OFF START TIME: hh:mm (hours:minutes) DATA COLLECTION: Running/OFF PERIOD: mm (minutes) DURATION: nn (periods) AUTOPRINT: ON/OFF UNITS: Erlangs/CCS CONDENSED REPORT:ON/OFF START TIME and DATA COLLECTION To set STATUS are not displayed if STATUS is set to OFF. to off: press STOP press TRAFFRPT press ENTER The DATA COLLECTION traffic is being measured). not been reached, or, the start time. In either case, 3-2 field indicates whether data is currently being collected (if When the field is set to OFF, either the daily start time has required number of periods have been completed since the no data is currently being collected. Issue 1 Revision 0 March 1997 Traffic Measurement Commands PRINT Command Pressing the PRINT printed immediately. softkey causes the latest traffic report held in the system to be READ Command This softkey command causes the latest traffic report in the system to be displayed on the maintenance terminal where it can be read by the user. READ is only available at the maintenance terminal. If the console softkey is pressed, the following message appears on the LCD display: This function is not available for this device QUIT Command This softkey command console or maintenance March 1997 allows the user to exit from Traffic Measurement terminal. Issue 1 Revision 0 mode at the 3-3 Traffic Measurement 3-4 Issue 1 Revision 0 March 1997 4 Installation General 4.1 To meet Traffic Measurement requirements 1. determine the required traffic parameters 2. determine the required output device 3. install the output 4. program Connection 4.2 installation, you must; device the traffic parameters Requirements, during system and output device for this installation, Local Printer The installation information Practice details the installation. Refer to the General Maintenance information Pracfice to reference System Set Commands. This section explains how to assign printers during installation and to perform initial maintenance programming. The Traffic Measurement data may be output to a printer, magnetic recording device, or the maintenance terminal. If required, a Data Demultiplexer may be used and the Traffic Measurement data directed to one output of it. When a backplane printer port is used, it should be located as near as possible to the PABX and connected to the PABX data port with a 25-conductor connectorized cable, not longer than 4.5 m (15 ft) in length. A Printer may be specified in CDE Form 34, Directed IO, which will allow all Traffic Measurement printouts to be sent to this printer which is connected to a port equipped with an asynchronous data set. Refer to the Customer Data Entry Practice for further details. Note: March 1997 Ensure that the length of time the printer requires to print one report is less than the length of time specified for a traffic measurement period; otherwise, reports will be generated faster than the printer can print them. Issue 1 Revision 0 4-1 Traffic Measurement 4-2 Issue 1 Revision 0 March 1997 5 Reports General 5.1 The standard traffic measurement report provides a printed record of the data in the storage registers (usually the measurements taken during the preceding period). The report includes headings which make the data easy to read. Report Heading Description 5.2 Typical 5.3 Port size and system number are unique to each system and are programmed when the system is initially configured. In the following typical report, the Generic is IOOY, where Y is the last digit of the software Generic installed in the PABX. ZZZZZZ is an optional field which defines software loads that include special features; for example, an ACD load displays ACD PC. The port size is represented by XXXP. The system identifier is represented by nnn (if one has not been programmed, 0 appears). The CHANNELS data for a maximum system configuration is printed. Local Usage and Max Local apply only to analog bays. Report In this report, four different CHANNELS examples are given. In an actual system printout, only one CHANNELS report (for that systems port configuration) is printed. SX-200 DIGITAL Generic 1OOY ZZZZZZ XXXP 2s dial tone Console orig. Ext. origin. Activity 0 0 CallBack Call Park Console conf. DTRX session Guest Room Msg Waiting Serial call UCD Login/out 0 0 0 6 0 1 0 0 TRAFFIC REPORT SYSTEM nnn 27-AUG-94 9:oo to lo:oo SYSTEM ACTIVITY: 1s dial tone Console calls Dial 0 calls Recall FEATURES: ADL access Call Forward Campon DND Flash hold Maid in Room Paging Wakeup March 1997 0 0 0 0 Issue 1 Revision 0 66 1775 3s dial tone Dataset orig. Intercepted Illegal calls Call hold Call Pickup Console hold Ext. conf. Hold pickup Override TAFAS 5-1 Traffic Measurement DTMF RECEIVERS: PSEUDO peg 203 Usage 8.10 ccs Busy Peg 5 Max/Ad 4112 DTMF RECEIVERS: WI 203 Usage 8.10 ccs Busy Peg 0 Max/Avl 4112 Local Usage Max local Calls Waiting Usage 0.00 ccs 0.00 ccs Avg. Waiting Time (set) 0.00 0.00 Busy Peg 0 0 0 MaxfAvl 313 515 l/3 Busy Peg 1 Max/Avl 213 Busy Peg 0 0 0 0 Max/Ad 213 317 O/l O/l Peg Out 2 2 2 0 0 3 4 4 4 4 Usage 1.40 0.60 19.90 0.00 0.00 2.40 0.80 2.50 7.70 3.40 336- port example CHANNELS: Bay Usage 1 2 3 4 17.60 85.90 344.60 50.60 MaxAvl ccs ccs ccs ccs CONSOLE: Directory Number 4900 4888 Usage 0.00 ccs 0.00 ccs HUNT GROUPS: Number 1 2 3 Number 4 TRUNK Number 1 2 4 5 TRUNKS: Number 1 2 3 4 5 20 22 24 26 28 5-2 21123 61 61 131 94 51 94 Usage 6.60 ccs 139.90 ccs 35.40 ccs peg 3 5 0 Peg Skip 6 GROUPS: Calls Answered 0 0 peg 1 Usage 123.00 ccs peg Usage 22.00 23.40 0.00 0.00 Peg In 0 0 0 0 0 5 6 6 5 5 Usage In 0.00 ccs 0.00 ccs 0.00 ccs 0.00 ccs 0.00 ccs 5.10 ccs 6.20 ccs 1.20 ccs 2.10 ccs 4.40 ccs 6 26 0 0 Issue 1 ccs ccs ccs ccs Revision 0 Out ccs ccs ccs ccs ccs ccs ccs ccs ccs ccs March 1997 Reports 30 32 40 42 Condensed 5.4 4.90 ccs 4 3 0 0 1.80 ccs 0.00 ccs 0.00 ccs Traffic Report Traffic Reports From reading the Traffic Report, Total Traffic Number I = Sum of channel total traffic values usage - Receiver table lists typical business Traffic Type 1 Number Heavy 1997 the following of Calls = Extension Originations + Console + sum of incoming trunk pegs The following March ccs ccs ccs ccs The condensed report contains the data only, in decimal form. Register numbers and assignments are known for each particular software Generic. The dynamic section of the report requires a header for each group of data and the device number beside the device data. A program which analyses the data knows the format in which the condensed report is structured, and can interpret the data accordingly. Analyzing 5.5 4.90 0.90 0.00 0.00 4 4 0 0 Issue 1 can be determined: usage Originations traffic: of Ports 1 Traffic/Port (CCS) 1 Total CCS 250 5.5 1375 300 5.4 1620 350 5.4 1890 400 5.4 2160 480 5.4 2592 Revision 0 I 5-3 Traffic Measurement NOTES .. 5-4 Issue 1 Revision 0 March 1997 SX-200@ ML PABX Hotel/Motel Feature Package Description l”, @ - Trademark of Mite1 Corporation 0 Copyright 1997, Mitel Corporation. All rights reserved Printed in Canada. a3MITEL@ Hotel/Motel Feature Package Description NOTICE The information contained in this document is believed to be accurate in all respects but is not warranted by Mite1 Corporation (MITEL@). The information is subject to change without notice and should not be construed in any way as a commitment by Mite1 or any of its affiliates or subsidiaries. Mite1 and its affiliates and subsidiaries assume no responsibility for any errors or omissions in this document. Revisions of this document or new editions of it may be issued to incorporate such changes. SX-200, SUPERSET, SUPERCONSOLE 1000, SUPERSET SUPERSET 420, SUPERSET430, MILINK, and LIGHTWARE Corporation. VT100 is a trademark of Digital Equipment Corp. IBM, IBM PC, IBM XT, IBM AT are trademarks Corporation. Issue 1 401+, SUPERSET 410, are trademarks of MITEL Revision 0 of International Business Machines March 1997 Table of Contents 1. Introduction General .............................................................. IntendedAudience ................................................... Document Structure and Contents ......................................... Referenced Documents ................................................ 2. System Description. ................................................. Introduction ........................................................... Hotel/Motel Feature Package ............................................ Feature Access ..................................................... List of Features ....................................................... Attendant Console Access .............................................. Front Desk Terminal Access ............................................ Keyboard Data Entry .................................................. SUPERSE~M Display Telephone Access .................................. Industry-Standard Telephone Access ..................................... PABXAccess ....................................................... System Configuration .................................................... Hardware .......................................................... Feature Description ...................................................... Attendant Message Waiting Setup and Cancel 2-23 Guest Room Message Indication ......................................... Audits 2-24 Attendant Message Register Audit ........................................ Room Status Audit(s) .................................................. RoomType Audit .................................................... WakeupAudit.........................................................2-3 Wakeup/Room Condition Audit .......................................... Automatic Wakeup 2-31 Attendant Wakeup ................................................... Guest Room Wakeup.. ............................................... CallBlocking .......................................................... Call Restriction ......................................................... Checkout ............................................................ Do Not Disturb .......................................................... GuestNames............................................................2-3 Guest Room SUPERSET Key Programming .................................. MaidinRoom ......................................................... Maid in Room Status Display - SUPERSET 420TM and SUPERSET 430TM Telephones...........................................................2-4 Message LampTest .................................................... Message Register ...................................................... Multi-User ............................................................ PMSlnterface ......................................................... RoomCondition.. ...................................................... RoomOccupancy ...................................................... Room Status Display ..................................................... Attendant Console and Front Desk Terminal ................................ RoomTypesand Room Codes ............................................ Searches ............................................................. Guest Search ....................................................... Room Number Search ................................................. March 1997 i-i .......................................................... Issue 1 Revision 0 ..l..l- 1 1 l-l . l-2 .2-l ..2- 1 .2-l ..2- 2 .2-2 .2-5 .2-9 .2-l 6 .2-17 .2-l 9 ..2-2 0 .2-21 ..2-2 1 .2-23 .2-23 .2-24 .2-25 ..2-2 9 0 .2-30 ..2-3 1 ..2-3 3 ..2-3 4 .2-35 ..2-3 6 .2-36 8 .2-39 ..2-4 0 2 ..2-4 3 ..2-4 3 ..2-4 4 ..2-4 5 ..2-4 5 ..2-4 8 .2-50 .2-50 ..2-5 1 ..2-5 2 ..2-5 2 .2-53 Hotel/Motel Feature Package Description RoomTypeSearch.....................................................2-5 Maid in Room Search .................................................. Room Status Search .................................................. SingleLineReports ..................................................... SUPfRSETTelephone Room Status Display. ................................. Property Management System (PMS) ........................................ PMS-Specific Features ................................................. Feature Interactions ................................................... KeyboardCommands...................................................2-6 Feature Availability ...................................................... 3 .2-54 .2-55 ..2-5 7 .2-59 .2-60 .2-60 .2-61 2 .2-63 3. Hardware Installation ................................................ General .............................................................. .3-1 ..3- 1 4. Programming Hotel/Motel. . . . . . _. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4-1 General .............................................................. Programming Procedures ............................................... Attendant Message Waiting ................................................ Audits..................................................................4-1 Automatic Wakeup ....................................................... CallBlocking .......................................................... Call Restriction .......................................................... Do Not Disturb .......................................................... Guest Room SUPERS/Z T Key Programming .................................. MaidinRoom............................................................4-2 Maid in Room Status Display - SUPERSET 420 and SUPERSET 430 Telephones MessageLampTest .................................................... MessageRegister ...................................................... RoomStatus .:.........................4-2 ................................. Room Types and Room Codes ............................................. Single-Line Reports ...................................................... SUPERSETTelephone Room Status Display .................................. ..4- 1 .4-l .4-l 4 5 .4-17 ..4-19 .4-20 .4-21 .4-21 2 .... .4-22 ..4-2 3 ..4-2 4 5 .4-26 .4-27 .4-28 5. Using The Hotel/Motel Feature Package. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5-l Accessing Hotel/Motel from the Attendant Console ............................. Attendant Message Waiting Setup and Cancel ................................. Audits..................................................................5Automatic Wakeup ....................................................... CallBlocking .......................................................... Call Restriction .......................................................... Do Not Disturb .......................................................... Message Register ...................................................... Room Status Display .................................................... Searches ............................................................. Accessing Hotel/Motel with a Front Desk Terminal .............................. Attendant Message Waiting Setup and Cancel ................................. Audits..................................................................5-1 AutomaticWakeup........................................................5-1 Call Restriction (known as Call Privilege on Front Desk Terminal) .................. Checkout ............................................................ DoNotDisturb.. ....................................................... GuestNames............................................................5-2 Maid in Room Display .................................................... MessageRegister ...................................................... Room Condition ........................................................ iv Issue 1 Revision 0 .5-l .5-2 3 .5-4 ..5- 5 .5-5 .5-6 ..5- 7 .5-8 ..5-10 .5-l 1 .5-14 5 7 .5-l 9 ..5-2 0 ..5-2 1 2 .5-23 ..5-2 3 ..5-2 4 March 1997 Table of Contents RoomOccupancy.........................................................5-2 Searches ............................................................. Accessing Hotel/Motel with a Telephone ..................................... Attendant Message Waiting - Guest Room Message Retrieval .................... MaidinRoom ......................................................... Maid in Room Status Display - SUPERSET 42Oand SUPERSET 430 Telephones Room Status Display - SUPERSETTelephone ................................ 5 ..5-2 6 .5-29 .5-29 ..5-3 0 .... .5-31 .5-32 List of Figures Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure 2-l 2-2 2-3 2-4 2-5 2-6 2-7 2-8 2-9 2-10 2-l 1 2-l 2 2-13 2-14 Figure Figure Figure Figure Figure 2-15 2-l 6 2-l 7 2-l 8 2-l 9 Figure Figure Figure Figure Figure 2-20 2-21 2-22 5-l 5-2 2-5 Hotel/Motel Features Available on the Console .................... Attendant Console Access to Hotel/Motel Features ................. 2-6 Guest Room Display During a Call from the Guest Room ............ 2-6 .2-6 Guest Room Display with Idle Console .......................... 2-7 Console Display after Pressing GUEST ROOM Softkey ............. 2-7 Console Display after Pressing VAC/DIRTY RM Softkey ............. .2-7 Console Display if no VAC/DIRTY Rooms ....................... Hotel/Motel Features Available on the Front Desk Terminal ........... 2-10 .2-l 1 House Statistics Screen ..................................... .2-l 2 Room Search Mechanism .................................... Vacant Room Template ................................... 1 .. .2-13 ... 2-l 7 Hotel/Motel Features Available on a SUPERSET Display Telephone .2-l 8 Occupancy/Condition Display on SUPERSET 420 Telephone ........ Hotel/Motel Features Available on Industry-Standard, SUPERSET 401+TM, and SUPERSET 41 OTMTelephones ............ .2-l 9 Hotel/Motel Features Available Only from the PABX ................ 2-20 2-22 Hotel/Motel System Configuration ............................... .2-25 Message Register Audit ..................................... 2-27 The Four Sections of the Room Status Audit (Attendant Console) ...... Room Status Audit for All Rooms of a Particular Type (Front Desk ..2-2 8 Terminal) ................................................ .2-29 Room Type Audit (Front Desk Terminal) ........................ Automatic Wakeup Audit ..................................... .2-30 2-61 Breakdown of the Add Name Command .......................... .5-l 3 House Statistics Screen after Log On .......................... .5-l 8 Wakeup Time Prompt ....................................... List of Tables Table Table Table Table Table Table Table Table Table March l-l l-2 2-l 2-2 2-3 2-4 2-5 2-6 2-7 1997 Intended Audience .......................................... Contents of this Practice ...................................... Hotel/Motel Features ........................................ Attendant Console Key Functions .............................. Front Desk Terminal Softkey Functions ......................... Front Desk Terminal Hard Key Functions ........................ SUPERSET 420 ISUPERSET 430 Access Functions .............. Industry-Standard Telephone Access Functions .................. PABX Access Functions ..................................... Issue 1 Revision 0 l-l l-1 .2-2 .2-8 .2-l 3 .2-16 .2-l 8 .2-l 9 .2-20 V Hotel/Motel Table Table Table Table Table Table Table Table Table Table Table Table Table Table Table Table Table Table Table Table Table Table Table Table 2-8 2-9 2-l 0 2-11 2-l 2 2-13 2-14 2-15 2-l 6 2-l 7 2-18 2-l 9 2-20 2-21 2-22 2-23 2-24 2-25 2-26 2-27 5-1 5-2 5-3 5-4 Feature Package Description Hotel/Motel Hardware ....................................... .2-21 .2-24 Audits by Terminal Type ..................................... Room Status Audits ......................................... .2-26 .2-32 Automatic Wakeup ......................................... Do Not Disturb ............................................. .2-37 GuestNames...............................................2-3 8 Maid in Room ............................................. .2-40 Maid in Room ............................................. .2-41 Maid in Room Status Display ................................. .2-42 .2-46 Room Condition ............................................ Room Occupancy ..2-4 8 ......................................... Room Status Display ........................................ .2-50 .2-51 Room Types (Examples) ..................................... Room Number Search ....................................... .2-53 Maid in Room Search ....................................... .2-54 .2-55 Room Status Search ........................................ .2-58 Single Line Reports ......................................... SUPfRSETTelephone Room Status Display .................... .2-59 .2-62 PMS Keyboard Commands ................................... Feature Availability ......................................... .2-63 .5-l Hotel/Motel Features Accessed from the Attendant Console ......... Room Status .............................................. .5-9 Hotel/Motel Features Accessed from the Front Desk Terminal ......... 5-l 1 _ .. .5-29 Hotel/Motel Features Accessed from Telephones .............. List of Charts Chart Chart Chart Chart Chat-l Chart Chart Chart 3-l 4-1 4-2 4-3 4-4 4-5 4-6 4-7 Chart Chart Chart Chart Chart Chart Chart Chart Chart 4-8 4-9 4-l 0 4-l 1 4-l 2 4-l 3 4-14 4-l 5 4-16 Chart 4-l 7 Chart 4-l 8 Chart 4-l 9 vi Installing Hardware ......................................... Programming the Hotel/Motel Application ........................ Programming for PMS ....................................... Programming Attendant Message Waiting Setup and Cancel ........ Programming Attendant Message Register Audit .................. Setting Up Room Status Audit ................................. Programming Wakeup Audit .................................. Producing an Automatic Audit of Wakeups/Changing Room Status at a Predetermined Time ..................................... Setting System Time ........................................ Programming Guest Room Automatic Wakeup ................... Programming Attendant Automatic Wakeup ...................... Programming Call Blocking ................................... Programming Call Restriction ................................. Programming Do Not Disturb ................................. Guest Room SUPERSET Key Programming ..................... Programming Maid in Room Status ............................ Programming Maid in Room Status Display - SUPERSET 420 and SUPERSET 430 Telephones ................................. Programming Message Lamp Test ............................. Programming Message Register ............................... Setting up Room Status ...................................... Issue 1 Revision 0 .3-l .4-2 .4-l 1 .4-14 .4-15 .4-15 .4-l 6 .4-16 .4-l 7 .4-17 .4-l 8 .4-l 9 .4-20 .4-21 .4-21 .4-22 .4-22 .4-23 .4-24 .4-25 March .: 1997 Table of Contents Chart 4-20 Chart 4-21 Chart 4-22 Chart Chart Chart Chart Chart Chart Chart Chart Chart Chart Chart 5-l 5-2 5-3 5-4 5-5 5-6 5-7 5-8 5-9 5-l 0 5-l 1 Chart 5-12 Chart 5-l 3 Chart 5-l 4 Chart Chart Chart Chart Chart Chart Chart Chart Chart Chart Chart Chart Chart Chart Chart Chart Chart Chart Chart Chart Chart Chart Chart Chart Chart March 5-l 5 5-l 6 5-l 7 5-l 8 5-l 9 5-20 5-21 5-22 5-23 5-24 5-25 5-26 5-27 5-28 5-29 5-30 5-31 5-32 5-33 5-34 5-35 5-36 5-37 5-38 5-39 1997 Programming Room Types and Room Codes ..................... Enabling Single-Line Reports ................................. Programming Room Status Display - SUPERSET 420 and SUPERSET 430 Telephones ................................. Setting Up Message Waiting - Attendant ......................... Canceling Message Waiting - Attendant .......................... Requesting Audits .......................................... Setting Automatic Wakeup ................................... Canceling Automatic Wakeup .................................. Setting Up/Removing Call Blocking ............................ Setting Up Do Not Disturb - Attendant .......................... Canceling Do Not Disturb - Attendant ............................ Displaying the Message Register for an Extension ................. Clearing the Message Register ................................ Checking / Changing Status of a Room (Call Restriction, Room Occupancy, Room Condition, Maid) ............................. Searching for a Particular Room by Number ..................... Searching for Rooms by Status (Room Status, Room Condition, Maid) ................................................... Accessing the Hotel/Motel Feature Package from a Front Desk Terminal ................................................ Refreshing the House Statistics Screen .......................... LoggingOff .............................................. Setting Up/Canceling Attendant Message Waiting .................. Printing a Message Register or Wakeup Audit .................... Printing a Room Type Audit .................................. Printing Room Status Audits .................................. Setting an Automatic Wakeup ................................. Canceling a Wakeup Call .................................... Changing Call Privilege ..................................... Check Out (Single Key) ...................................... Setting / Clearing Do Not Disturb .............................. Entering Guest Names ..................................... Removing Guest Names ..................................... Checking the Maid in Room Status ............................. Clearing the Message Register ................................. Changing the Condition Field .................................. Changing the Occupancy Field ................................ ............................................ GuestSearch Searching for Particular Rooms ................................ Searching for a Guest Room by Number ........................ Searching for a Particular Room Type .......................... Retrieving a Message ....................................... Changing Maid in Room Status from the Room Telephone ........... Monitoring Maid in Room Status from SUPERSET Display Telephone ........ Monitoring Room Status from SUPERSET Display Telephone Issue 1 Revision 0 4-26 .4-27 .4-28 5-2 5-2 .5-3 .5-4 5-4 .5-5 .5-6 5-6 5-7 .5-7 5-8 .5-l 0 ..5-10 ..5-12 5-l 3 ..5-13 5-14 .5-l 5 .5-l 5 .5-l 6 .5-l 7 .5-19 .5-19 .5-20 .5-21 .5-22 .5-23 .5-23 5-24 5-24 .5-25 ..5-2 6 5-27 .5-27 .5-28 .5-29 5-30 . . 5-31 5-32 vii Hotel/Motel Feature Package Description .- Issue 1 Revision 0 March 1997 1 Introduction General 1.1 This practice describes the hotel/motel features offered Hotel/Motel Feature Packages. The hotel/motel PABX features with custom hotel/motel features. property management system (PMS). on the SX-200@ ML PABX. feature package integrates standard The PABX can also interface with a The SX-200 ML PABX with SX-200 ML LIGHTWARE 1 6TMcan operate with either the Hotel/Motel Package or the Property Management System package, but not both. Intended Audience The intended audience for this practice is described Table l-1 Intended in Table 1-l. Audience Audience Section Those who need a general description of the Hotel/Motel application and the different Hotel/Motel features. 2. System Description Installers 3. Installation System programmers 4. Programming Installers, programmers, users 5. User Information Document Structure and Contents The contents of this practice is described in Table 1-2. Table l-2 Contents of this Practice Section Contents 1. Introduction An introduction to the practice, including intended audience, introduction to Hotel/Motel applications, and the list of documents that have been referenced in this practice. 2. System Description A description of the Hotel/Motel application including features accessible from different types of terminals. 3. Installation Installing the hardware. 4. Programming Motel Hotel/ 5. Using the Hotel/Motel Feature Package March 1997 Programming package. the PABX to run the Hotel/Motel the feature How to use the Hotel/Motel features from different peripherals. Issue 1 Revision 0 l-l Hotel/Motel Feature Referenced Package Documents The documents - l-2 Description referenced in this practice Peripheral Devices Practice Installation Information Practice Customer Data Entry Practice Station Message Detail Recording Troubleshooting Practice issue 1 include: Practice Revision 0 March 1997 2 System Description Introduction 2.1 The Hotel/Motel feature SX-200 ML PABX. Hotel/Motel package is provided by MITEL and is supported by the Feature Package The Hotel/Motel feature package is designed specifically for use in the hotel environment. The features facilitate guest-related activities such as checking guests in and out, providing automatic wake up calls and taking messages. The Hotel/Motel feature package can be used to configure the telephone activities that guests are allowed (such as blocking calls between rooms) and to record what use is made of room telephones. It also assists with the administration of hotel activities such as keeping an accurate record of room occupancy and tracking housekeeping activity and status. Attendant Activities. Using the Hotel/Motel the attendant check the current - modify - set automatic - request reports of all current wakeup of rooms - inhibit room to room calling - assign outgoing - request Hotel/Motel 1997 package, - Staff/Management March feature can: room status room status (assign wakeup guest rooms) calls for guests call privileges a message register calls, message register counts, and status on a room to room basis audit Activities. staff or management can: - record the number of calls made from each guest room (automatic register for guest rooms) - receive automatic - access maid in room updates - access maid status display from SUPERSETTM - access room status display from SUPERSET - interface - generate single-line printouts for events such as unanswered wakeup up or canceled wakeup calls, and message register overflow message room status conversion to a property Issue 1 from guest room management Revision 0 system telephone telephone (PMS) calls, set 2-l Hotel/Motel Feature Guest Package Description Activities. A hotel/motel guest can: - set their own wakeup to the attendant) calls (either on the guest room telephone - refuse telephone calls (by setting Do Not Disturb on the guest room telephone or by request to the attendant) - access special features and speed dial capabilities SUPERSET key programming through or by request guest room Feature Access The hotel/motel features can be accessed by an attendant console, a front desk terminal, a SUPERSET display telephone, an industry-standard telephone, SUPERSET 401 -tTM telephone, or a SUPERSET 41 OrM telephone. Each of these terminal types can access a subset of the Hotel/Motel features. List of Features A list of the features available on the PABX and an indication through each terminal are shown in Table 2-1. Table 2-1 Hotel/Motel Feature Name of the features available Features Feature is available on... Front Desk Terminal SUPERSET 42Om SUPERSET 430Tu Other Telephones Yes Yes No No Yes Yes No No No No Yes’ Yes’ Yes Yes No No Room Status Audit Yes See All Room Status Audit No No Vacant Room Audit No Yes No No Occupied Room Audit No Yes No No Reserved Room Audit No Yes No No Guaranteed No Yes No No No Yes No No Ditty Room Audit No Yes No No All Room Status Audit See Room Status Audit Yes No No Attedant Console Attendant Do Not Disturb Attendant Message and Cancel Waiting Setup Guest Message Waiting Cancel 6 Audits Attendant Message Register Audit Room Audit To be Inspected Room Audit Page 1 of 3 2-2 Issue 1 Revision 0 March 1997 System Description Table 2-1 Hotel/Motel Feature Name Features (continued) Feature is available on... Attedant Console Front Desk Terminal Other SUPERSET 420Tu SUPERSET 430TM Telephones Room Type Audit No Yes No No Wakeup Audit Yes Yes No No Auto Room Status Conversion/Auto Wakeup Print3 No No No No Automatic Wakeup Yes Yes No No Guest Room Wakeup No No Yes7 Yes Call Blocking Yes No3 No No Call Restriction Yes Yes No No Check Out (single key) No Yes No No Guest Names Yes4 Yes Yes No Guest Room SUPERSET Key Programming N/A N/A Yes Yes 5 Maid in Room No No Yes Yes Maid in Room Display Yes Yes Yes No Message Lamp Test No No No Yes Message Register Display and Clear Yes Yes No No Multi-user Yes Yes Yes Yes Passwords No Yes No No PMS Interface No No No No Clean Yes Yes Yes No Dirty Yes Yes Yes No Out of Service Yes Yes Yes No To be Inspected Yes Yes Yes No Vacant Yes Yes Yes No Occupied Yes Yes Yes No Reserved Yes Yes Yes No Guaranteed Yes Yes Yes No Audits t (continuted) Room Condition Room Occupancy Display Display Page 2 of : March 1997 Issue 1 Revision 0 2-3 Hotel/Motel Feature Package Description Table 2-1 Hotel/Motel Feature Name Features (continued) Feature is available on... Attedant Console Front Desk Terminal Other SUPERSET 420TM SUPERSET 430”” Telephones Room Status Display Yes Yes No/See next feature. No SUPERSET 4 Room Status Display No No Yes No Room Types and Room Codes No Yes No No Guest Search No Yes No No Room Number Yes Yes No No Room Type No Yes No No Maid in Room Search Yes Yes Yes No - Vacant/clean Yes Yes No No - Vacant No Yes No No - Out of service Yes Yes No No - Dirty No Yes No No - Reserved No Yes No No - Guaranteed No Yes No No - Reserved and clean Yes No No No No No No No 6 Searches Room Status Search Single Line Reports Page 3 of 3 ’ Telephones *The can be programmed PABX 3Front can desk 4Consoles with this be programmed terminal displays can display indication guest feature. to produce names, this audit and change that call blocking but cannot enter has been room status at a particular set, but cannot time each day. set call blocking. them. 5SUPfRSET4700nly. 6SUPERSET470, ‘This is actually Accessing 2.2 Hotel/Motel Hotel/Motel l l and of a Reminder. industry-standard telephones. See the Features Description Practice. Features features can be accessed from: attendant console front desk terminal 0 SUPERSET 0 industry-standard 4 10 telephones. In addition, 2-4 SUPERSET407+, in the form display telephones telephones, SUPERSET there are several features Issue 1 401+ telephones, that can only be accessed Revision 0 and SUPERSET directly from the PABX. March 1997 System Description Attendant Console Access Feature Access. Attendant console access to the Hotel/Motel Feature Package integrates telephony with guest room functions. The attendant can be in conversation with a guest room while performing hotel/motel features. The PABXcan support several (a maximum of 11) consoles. However, each console operates independently to change guest room information. The capabilities of the hotel/motel shown in Figure 2-1. features as accessed by the attendant console are WAKEUP - AM - PM 1 ROOM CONDITION - CLEAN - DIRTY ,I 7 ROOM OCCUPANCY - OCCUPIED - RESERVED t CALL RESTRICTION 4 MAID IN ROOM (DISPLAY ONLY) 1 SET - MAID - OUT OF SERVICE - VACANT - INTERNAL - TO BE INSPECTED - GUARANTEED - LOCAL - LONG DISTANCE Figure 2-1 Hotel/Motel Features Available on the Console Access Mechanism. Hotel/motel features are accessed through the FUNCTION hardkey and the GUEST ROOM softkey on the attendant console. The features are then available on softkeys. One feature, Call Block (blocking calls between rooms, see page 2-34) is accessed through the BLOCK hardkey. March 1997 Issue 1 Revision 0 Hotel/Motel Feature Package Description CALL BLOCKING ALL OTHER HOTEL I MOTEL FEATURES Figure 2-2 Attendant Console Access to Hotel/Motel Features The hotel/motel features can be accessed whether the attendant console is idle or in the process of handling a call. When handling a call from a guest room, after the FUNCTION hardkey and GUEST ROOM softkey are pressed, the attendant console display shows information about the source on the top line of the display, room information on the second line, and the softkeys on the remaining two lines. Note that information about the source is presented without pressing the FUNCTION and GUEST ROOM keys. See Figure 2-3. cc0412 Figure 2-3 Guest Room Display During a Call from the Guest Room Pressing the GUEST ROOM softkey while the attendant call produces the display shown in Figure 2-4. console is not engaged in a Figure 2-4 Guest Room Display with Idle Console 2-6 Issue 1 Revision 0 March 1997 System Description Once a room number (extension number) has been entered, the display changes to the format shown in Figure 2-3 with a ROOM NUMBER softkey displayed in the FO position. Pressing EXIT at any time returns the attendant console to its prior state (idle or busy call processing). The following softkeys appear GUEST ROOM softkey: on the attendant console display after pressing the cc@414 Figure 2-5 Console When one of the choices Figure 2-6 Console Display after Pressing has been selected, Display after GUEST the display Pressing ROOM Softkey is changed VAWDIRTY as follows: RM Softkey The total number of rooms of the specified status, e.g. VAC/DIRTY, appears in the top left corner of the display if there is at least one room which fits that description. A maximum of 6 room numbers will be shown on the same display. Pressing the MORE softkey will display the remainder of the room numbers. When there are no VAC/DIRTY rooms, the following is displayed: ccc!hJ Figure 2-7 Console Display if no VAWDIRTY Rooms The console display could also show no occupied and clean rooms, no vacant clean rooms, no occupied and dirty rooms or no reserved and clean rooms. March 1997 Issue 1 Revision 0 and 2-7 Hotel/Motel Feature The functions Package Description of the hotel/motel keys on the attendant Table 2-2 Attendant Console Hardkeys Console Console Softkeys console are shown in Table 2-2. Key Functions Function BLOCK Blocks calls between FUNCTION Accesses GUEST ROOM softkey. GUEST ROOM Softkey MAID rooms. Accesses all hotel/motel features other than call blocking. Produces display of all rooms with maids in them. RESCLEAN RM Produces display of all reserved and clean rooms. VAC/CLEAN RM Produces display of all vacant and clean rooms. OUT OF SERV. Produces display of all out of service rooms.** AUDITS Accesses audit softkeys. Generate printouts of: ROOM STATUS WAKEUP MSG REGISTER - Room Status - Wakeup calls - Message Register counts. NO DISTB * Alternately sets up and cancels Do Not Disturb on an extension. SEND MSG * Sets up Message Waiting for a room. CLEAR MSG * Cancels Message Waiting for a room. READ MSG * Reads the message for a room. SET WAKEUP* Sets up an Automatic Wakeup Call. CLR WAKEUP* Cancels an Automatic Wakeup Call. MSG REG * CLR REG * Displays message register. Clears message register. ROOM NUMBER* Allows input of a new room number. Page 1 of 2 2-8 Issue 1 Revision 0 March 1997 System Description Console Table 2-2 Attendant Console Console Softkeys Hardkeys Key Functions (continued) Function Accesses occupancy, condition, and call restriction softkeys. STATUS * INTERNAL LOCAL LONG DIST Sets internal call privilege. Sets local call privilege. Sets long distance call privilege. OCCUPIED RESERVED VACANT GUARANTEED CLEAN DIRTY OUT OF SERV. TO INSPECT Sets Sets Sets Sets Sets Sets Sets Sets room room room room room room room room occupancy to occupied. occupancy to reserved. occupancy to vacant. occupancy to guaranteed. condition to clean. condition to dirty. condition to out of service. condition to to be inspected. Page 2 of 2 * Must enter Room Number ** The OUT OF SERV. softkey 1. When the GUEST service rooms. ROOM 2. When the STATUS of service. softkey first. appears softkey in two different is pressed, is pressed, the OUT the OUT contexts: OF SERV. OF SERV. softkey softkey appears. appears. It is used It is used to search to set the room for out of status to out Front Desk Terminal Access Feature Access. The capabilities of the Hotel/Motel by the front desk terminal are shown in Figure 2-8. March 1997 Issue 1 Revision 0 Feature Package as accessed 2-9 Hotel/Motel Feature - I I Package Description VACANT I CLEAN VACANT RESERVED GUARANTEED MAID-IN-ROOM OUT-OF-SERVICE DIRTY HOUSE STATISTICS I1 1 I SEARCH DISPLAY ROOM UPDATES VACANT OCCUPIED RESERVED GUARANTEED - CHECKOUT - MESSAGE REGISTER OCCUPANCY WAKEUP - ROOMTYPE ROOM STATUS - INTERNAL - LOCAL - LONG DISTANCE - I - PM SET 1 CLEAR WAKEUP TIME t-] 1 ROOMTYPE j- 1 DO NOT DISTURB H VACANT OCCUPIED RESERVED GUARANTEED ALLROOMS TOCLEAN TO INSPECT CC0384 - SET MESSAGE - CLEAR MESSAGE / Figure 2-10 1;:; t+--j MESSAGE WAITIN MESSAGE REGISTER 2-8 Hotel/Motel Features issue 1 Available Revision 0 on the Front Desk Terminal March 1997 System Description Up to four VT1 OOTMterminals can access the Hotel/Motel Feature Package simultaneously.The VT1 00 terminal can access more hotel/motel features than the attendant console. For example, using a VTIOO-compatible terminal to input guest information permits the entry of alphanumeric characters (such as a guest name) and allows more information to be displayed at once. A terminal interface provides a low-cost alternative to a property management system (PMS) by providing faster access to information but no room billing. The terminal provides no telephony function. Telephone activities must be performed through the attendant console or some other telephony device. Access Mechanism. When the Hotel/Motel Feature Package is running on a front desk terminal, there are four modes of operation: house statistics, search by room or name, room updates, and audits. House statistics. After successful login using a password, a house statistics screen appears. It contains a snapshot of the current status of the guest rooms or gives the time that the last statistics had been calculated (or when the REFRESH softkey is pressed). The information is only updated when the screen is entered. The house statistics screen is the only entry point when logging on to the application. It is also the only point the application can be exited from. Five softkeys give access to the other modes of operation. A sixth softkey is used to recalculate totals. See Figure 2-9. 12: 16 PM m*agg!qr 2%NUV-95 House Statistics Guest Vacant Room : 71 Clean To be Cleaned To be Inspected Not in Service Maid in Room as Room Occupied Cond i t i on g&g : of 12:14 Occupancy 1 MITEL PM OesP ;1 28-NOV-95 Summary Reserved : Summary : : : : : Front Features 72 - Guaranteed Usage : - Summary 00 Not D i sturb ON Wake Up Set Message Waiting ON Non Zero Msg Rcgs Call Block i ng : : : : : OF: I 1 -Room Update 6-Qu i t 2- 3-Room 7- 8-Audits Figure March 1997 2-9 House Issue 1 Revision Search Statistics 0 4- 5-Guest 9- B-Refresh Search Screen 2-l 1 Hotel/Moiel Feature Package Description Search by room or name. Using a terminal allows entered as part of the check-in procedure. A search name by pressing the GUEST SEARCH softkey on partial or complete text string can be entered and all are displayed. guest first and last names to be facility allows searching by last the house statistics screen. A names matching the input string There are nine other types of room searches. These are based on room type, room number, and room status. They are accessed by pressing the ROOM SEARCH softkey on the House Statistics screen (see Figure 2-9). Any search other than room type or room number requires that a room code be entered to specify the type of room, such as all single rooms, that should be searched. The digit 0 can be used to search all room types meeting the search criteria. See Figure 2-I 0. 1 ROOM TYPE 2 ROOM NUMBER 3 VAC I CLEAN 4 VAC 5 MAID 6 EXIT IN ROOM ILL!+, ~,TERRCYOMCODE ’ OR 0 (FOR ALL ROOMS) / ENEi~M] * D,spl,,, A 7 SERVICE 1 ’ 8 DIRTY ’ 9 RESERVED 10 GUARANTEED ’ CC0382 Figure 2-12 2-10 Issue 1 Room Search Revision 0 Mechanism March 1997 System Description Room updates. Changes to the guest room can only occur in this mode. It can be entered from the house statistics screen, or the room search or guest search mode by pressing the ROOM UPDATE softkey. Guest name, room occupancy status, room condition, and call privilege can be changed; wakeup time, message waiting, and Do Not Disturb can be set or cleared; and the message register can be cleared from this screen. The softkeys and prompts change according to the highlighted field. See Figure 2-11. 12: 25 PM Guest 28-NW-95 MITEL Name Occupancy Condition Call Privilege Wakeup T i me Press Enter to : EERNAL , V : : : : Occup i ed Clean Long Distance 06: 30 confirm Wake Room Room Front Number Type Message Do Not Message Waiting 0 i sturb Reg i ster : : : 0 Up Time. I- 2- 3-PM 4- 5-Cancel 6- 7- 8- 9- O-Et-h et- Figure Desk 2-11 Vacant Room Template Audits. Various kinds of audits (hard copy reports) can be generated on demand. Audit mode is entered from the house statistics screen by pressing the AUDITS softkey. Each kind of audit appears as a corresponding softkey. The system option to allow the audit must be enabled to allow the softkey to appear. The types of audits available are: message register, wakeup, room type, and room status. The functions of the hotel/motel softkeys on the front desk terminal are shown in Table 2-3. Table 2-3 Front Desk Terminal Mode Softkey Softkey Functions Function Audits Enters the Audits mode of operation. Room Updates Enters the Room Updates mode of operation. Guest Search Enters the Guest Search mode of operation. 1 Room Search 1 Enters the Room Search mode of operation. House Statistics 1 Refresh 1 Recalculates I I the totals on the screen. I Page1 March 1997 Issue 1 Revision 0 of31 2-13 Hotel/Motel Feature Package Description 1 Table 2-3 Front Desk Terminal Mode Softkey Softkey T Functions (continued) Function Guest Search N/A Room Search Room Type Searches for rooms of a specified room type. Displays nine rooms at a time. Room Number Searches for a specified room and displays the next eight rooms as well. Vacant Searches for all vacant rooms when a room code (room type) is specified or the wild card (0) is used. Vacant/Clean Searches for all vacant/clean rooms when a room code (room type) is specified or the wild card (0) is used. Maid in Room Searches for all rooms with a maid in them when a room code (room type) is specified or the wild card (0) is used. Out of Service Searches for all rooms that are out of service when a room code (room type) is specified or the wild card (0) is used. Dirty Searches for all dirty rooms when a room code (room type) is specified or the wild card (0) is used. Reserved Searches for all reserved rooms when a room code (room type) is specified or the wild card (0) is used. Guaranteed Searches for all guaranteed rooms when a room code (room type) is specified or the wild card (0) is used. Page Down Presented in search mode on the first and subsequent screens if there are more than nine rooms meeting the search requirements. Is not displayed on the last screen. Displays subsequent (additional) rooms, nine at a time. Page Up Presented in each search mode on the second and subsequent screens if there are more than nine rooms meeting the search requirements. Is not displayed on the first screen. Displays previous rooms, nine at a time. Show Choices When highlight bar is in the Occupancy field, presents the Occupancy softkeys. When highlight bar is in the Condition field, presents the Condition softkeys. When highlight bar is in the Call Privilege field, presents the Call Privilege softkeys. Check Out Only available if room occupancy is occupied. Sets room occupancy to vacant, room condition to dirty, call restriction to the default setting. Confirmation (the Enter key) is required to set this status. Enter softkey blanks out guest name, disables Do Not Disturb (if set), clears message waiting, wakeup time and message register. Set Message When pressed, notifies the guest room by bell or lamp that there is a message waiting for the guest. ?oom Updates Page 2 of 3 2-14 Issue 1 Revision 0 March 1997 NOTICE TO CANADIAN CUSTOMERS NOTICE: The Industry Canada label identifies certified equipment. This certification means that the equipment meets certain telecommunications network protective, operational, and safety requirementsas prescribed in the appropriate Terminal Equipment Technical Requirements document(s). The Department does not guarantee the equipment will operate to the user’s satisfaction. Before installing this equipment, users should ensure that it is permissible to be connected to the facilities of the local telecommunications company. The equipment must also be installed using an approved method of connection. The customer should be aware that compliance with the above conditions may not prevent degradation of service in some situations. Repairs to certified equipment should be coordinated by a representative designated by the supplier. Any repairs or alterations made by the user to this equipment, or equipment malfunctions, may give the telecommunications company cause to request the user to disconnect the equipment. Users should ensure for their own protection that the electrical ground connections of the power utility, telephone lines, and internal metallic water pipe system, if present, are connected together. This precaution may be particularly important in rural areas. CAUTION: Users should not attempt to make such connections selves, but should contact the appropriate electric authority, or electrician, as appropriate. NOTICE: theminspection The Ringer Equivalence Number (REN) assigned to each terminal device provides an indication of the maximum number of terminals allowed to be connected to a telephone interface. The termination on an interface may consist of any combination of devices subject only to the requirement that the sum of the Ringer Equivalence Numbers of all the devices does not exceed 5. The Ringer Equivalence Printed in Canada Number for the SX-200@ ML PABX is 1 .OB. System Description Table 2-3 Front Desk Terminal Mode Functions Softkey (continued) Function Clear Message Appears when there is a message waiting. Clears the message waiting indication in the guest room and at the front desk terminal. Occupancy -Vacant Sets room occupancy to vacant and the call restriction to the vacant/reserved default* setting. Sets room occupancy to occupied and the call restriction to the occupied default setting. Sets room occupancy to reserved and the call restriction to the vacant/reserved default setting. Sets room occupancy to guaranteed and the call restriction to the vacant/reserved default setting. -Occupied -Reserved -Guaranteed Audits Softkey Condition -Clean -Dirty -To Inspect -Out of Serv Sets Sets Sets Sets the the the the room room room room condition condition condition condition to to to to clean. dirty. to be inspected. out of service. Call Privilege -Internal -Local -Long Distance Sets the call privilege to internal. Sets the call privilege to local. Sets the call privilege to long distance. Wakeup Time -Set -Clear -PM Allows wakeup time to be entered. Clears wakeup time once it is set. Indicates that time is PM in 12-hour format. Do Not Disturb Toggling key that sets/clears Clear Msg Reg Appears when there is a message register count. Clears the count. Confirmation (the Enter key) is required to clear the message register. Message Register Generates printout of message register counts that are greater than zero. Wakeup Generates Room Type Generates printout of all rooms of a specified type showing the occupancy of each room. Room Status -Vacant -Occupied -Reserved -Guaranteed -All Rooms -To Clean -To Inspect Generates printout of: vacant rooms by room type or all rooms occupied rooms by room type or all rooms reserved rooms by room type or all rooms guaranteed rooms by room type or all rooms status of all rooms rooms to be cleaned by room type or all rooms rooms to be inspected by room type or all rooms. Do Not Disturb. printout of wakeup times. Page 3 of 8 * Defaults March 1997 are programmed in CDE in Form Issue 1 04, System Options/System Revision 0 Timers, option numbers 57 and 58. 2-15 Hotel/Motel Feature Keyboard Package Description Data Entry The following rules apply when as a name, room number room provided while this type of data keys are used to signal the end the keyboard is used to enter non-softkey data such code, password or terminal type. No softkeys are is being entered. The RETURN hard key or the arrow of data entry. See Table 2-4. Table 2-4 Front Desk Terminal 1 Hard Key Functions Function Hard Key Typing keys All alphanumeric characters that are allowed for SUPERSET 420 telephone displays are allowed in the Guest Name field. Numeric keys Wake up times and room numbers can be entered with numeric keys onlv. RETURN Room Updates Mode: If no characters have been entered, moves the shade bar to the next field leaving the previous field unchanged. If characters have been entered, moves the shade bar to the next field and leaves the changed information in the field. Search Down, Right Arrow keys Display Mode: Functions like a down arrow key. Room Updates Mode: If no characters have been entered, moves the shade bar to the next field leaving the previous field unchanged. If characters have been entered, moves the shade bar to the next field leaving the previous field unchanged. Up, Left Arrow keys Room Updates Mode: If no characters have been entered, moves the shade bar to the previous field leaving the last field unchanged. If characters have been entered, moves the shade bar to the previous field leavina the last field unchanged. Down or Up Arrow Keys Search Display Mode: Moves the highlight bar up or down the list of entries. Enter softkey Enters the information in the field into the database. (User must exit the field first.) The Enter softkey is provided whenever a change has been made. DELETE If no characters displaved. Control R Causes the screen currently displayed to be redrawn. If data is currently being entered when Control R is used, the data for the field is lost and the original data for the field is redisplayed. rontrol W Control Y have been entered, the previous softkey menu is Ends the session and drops the data call. Similar to pressing the Quit softkey on the House Statistics screen. Fontrol C Control D (if D is defined as the PBX attention character for the dataset in CDE Form 11. See the Programming section.) 2-16 Ends the session. Using Control D is not recommended may leave the terminal in graphics mode. Issue 1 Revision 0 because it March 1997 System Description SUERSETDisplay Telephone Access Feature Access. SUPERSETdisplay telephones (the SUPERSET 420 and SUPERSET 430) can be used as guest room telephones. They can also be used as supervisory telephones, for instance by housekeeping supervisors to monitor the progress of hotel cleaning staff. As guest room telephones or as supervisory sets, they provide access to a limited range of hotel/motel features. The hotel/motel application uses the guest room telephone extension number as the room number. These extension numbers are assigned through Customer Data Entry (CDE). See the programming section of this document. - MAID IN ROOM @j m - CLEAN - OCCUPIED - DIRTY - RESERVED - OUT OF SERVICE - VACANT - TO BE INSPECTED - GUARANTEED I - NO MAID IN ROOM : ;I;NSPECTED m SUPERVISORY CC0667 ACTMTIES Figure 2-12 Hotel/Motel Features Available on a SUPERSETDisplay Access Mechanism. Guests can use several access mechanisms SUPERSET display telephones: softkeys, hardkeys and access Telephone themselves codes. on the Softkeys. Pressing a softkey associated the feature (e.g., Message Waiting with the feature name on the display activates Clear). Hardkeys. Pressing the Do Not Disturb key on a SUPERSET telephone activates or deactivates the Do Not Disturb feature. Telephony features (such as speed call numbers) could be assigned to this row of programmable hardkeys. (Blocks of hardkeys on these telephones can be programmed as speed dial and feature access keys. See Guest Room SUPERSET key programming, page 2-39.) March 1997 Issue 1 Revision 0 2-17 Hotel/Motel Feature Package Description Access Codes and Feature Codes for Information Input. Dialing a code gives the user access to a feature to input information. For instance, a code (for example, 111) gives the maid access to the maid in room feature. A number from 1 to 4 inputs information such as whether a maid is working in the room. See page 2-40. Access Codes for Information Display. Dialing a code gives the user access to information that is shown on the SUPE/?SETdisplay; for example, room condition and occupancy status or maid in room status. I 1476 Figure 2-13 Occupancy/Condition OCC/ CLEAN Display Table 2-5 lists the hotel/motel features available related to their feature access mechanisms. Table 2-5 SUPERSET 420 ISUPERSET Feature Set Maid in Room Status Display Room Occupancy and Condition Display Maid in Room Status 2-18 1 on SUPERSET 420 Telephone on the SUPERSETdisplay 430 Access Access Mechanism Dial Maid in Room access code followed by the code for room activity. telephones Functions Function Maid or supervisor can input guest room status (maid in room, no maid in room, clean, inspected) from the room telephone. Dial room status access code followed by the room number. Room occupancy and condition status can be displayed. Arrow softkey Occupancy and condition status of next rooms in numeric order can be displayed. Dial maid in room status access code. Room numbers of all rooms with maids in them are displayed. Arrow softkey Room numbers of next rooms in numeric order can be displayed. Issue 1 Revision 0 March 1997 System Description Industry-Standard Telephone Access Feature Access. Any other type of telephone (industry-standard SUPERSET407+ or SUPERSET 410) can access an applicable hotel/motel features. See Figure 2-14. INDUSTRY-STANDARD telephone, subset of the TELEPHONES SUPERSET 401+, 410 I J. SET MAID IN ROOM - MAID IN ROOM - NO MAID IN ROOM - TO BE INSPECTED - CLEAN MAID ACTIVITIES IN GUEST ROOM CC055 Figure 2-14 Hotel/Motel Features Available on Industry-Standard, SUPERSET 407+, and SUPERSET 410 Telephones Access Mechanism. Most hotel/motel features are accessed by dialing feature access codes. In addition, blocks of hardkeys on the SUPERSET 407+ and SUPERSET 4 70 can be programmed as speed dial and feature access keys. Table 2-6 shows the hotel/motel features related to their feature access codes. I Table 2-6 Industry-Standard Feature available Telephone on industry-standard Access telephones Functions Function Access Mechanism Message Waiting indication Indicator on display or audible bell. Lighted lamp or special ring indicates there is a message waiting for the guest. Set Maid in Room Status Dial Maid in Room accesscodefollowed by code for room activity. Maid or supervisor can input guest room status (maid in room, no maid in room, clean, inspected) from the room telephone. L March 1997 Issue 1 Revision 0 2-19 Hotel/Motel Feature Package Description PABX Access The PABX provides direct access to some hotel/motel features that require no user interaction. features. These are system-level &G&q&* AUTO WAKEUP PRINT cc0553 Figure Access 2-15 Hotel/Motel Mechanism. These Features features Available Only from the PABX are programmed Table 2-7 shows the hotel/motel features accessed on the PABX and not through any terminal. through directly through CDE. CDE programming Table 2-7 PABX Access Functions Feature Single-Line Reports Function Access Mechanism Automatic Creates a single-line printout for certain events, such as an automatic wakeup call going unanswered. PMS Automatic Interfaces the PABX to a PMS package. Auto Room Status Conversion/Auto Wakeup Print Automatic Prints a report of all rooms with a wakeup time set, and changes the room condition of occupied rooms from clean to dirty at a particular time each day. Message Automatic Performs a test of message waiting lamps whenever the room status changes from occupied to vacant and there are no messages waiting. 2-20 Lamp Test issue 1 Revision 0 March 1997 System Description System Configuration Hardware 2.3 Basic hardware is described in Table 2-8 and shown Table 2-8 Hotel/Motel Hardware PABX in Figure 2-16. Hardware Description The PABX can be any hardware configuration. Attendant Console Provides telephony as well as access to hotel/motel features. A system supports 11 attendant consoles; however, hotel/motel applications usually use one console only. If more than one console is available on the system, each operates independently. That is, two consoles could change the same information for a room at the same time. In that case, the console that left the room last would have its changes captured by the system. If an attendant console and a front desk terminal are configured on a system, the attendant console can access a room already accessed by a front desk terminal and change the same, information at the same time. However, a front desk terminal cannot access a room already accessed by a console. If the console leaves the room last, its changes are captured. The attendant console can be used in place of a VT1 00 terminal for maintenance and/or CDE programming. Four lines of a CDE form can be displayed at a time: three lines of information and the active line. Guest Room Telephones Any type of industry-standard telephone can be configured on the system. Industry-standard guest room telephones allow guests access to certain Hotel/Motel features.The number is limited by the hardware configuration of the PABX. Front Desk Terminal The system can support up to four VT100 terminals as front desk terminals. Each terminal must interface to the PABX through a MITELl loo-series dataset. If more than one terminal is available on the system, only one of them can make changes to the same guest room at a time. If a front desk terminal attempts to access a guest room already accessed by an attendant console, the terminal is blocked from access. VT1 00 Terminal Used for maintenance and/or CDE programming. It displays full-screen CDE forms facilitating data entry. The maintenance terminal can be associated with a system printer to print alarm logs. System Delivers hard copies of alarm logs and prints Hotel/Motel audits and single line reports. Separate printers can be used. Printer SUPERSET Telephones 4201430 SUPERSET 401+ and 470 Telephones March 1997 Because these telephones can display room status information, they can be used as supervisory sets by hotel staff. They can also be used as guest room telephones. Programming allows guests single-key access to designate d features. Programming non-display telephones designated features. Issue 1 Revision 0 allows guests single-key access to 2-21 Hotel/Motel Feature ----- mm Package I- Description --- mm Mm ROOM TELEPHONES I I I I I I II II II IL, I -I I I I I I S”PERzzw-ll\lF -. ----. (NONDII iPLAY) r ..-..II SUPERSTT DISPLAY TELEPHONE DTMF TELEP -w---I- mm -I PABX -I-- mm I- HOTEL ADMINISTRATION I I I LCD CONSOLE I I I I SYSTEM PRINTER I I I I I I I I I I I I I I I . 1 VT100 TERMINAL FOR CDE AND MAINTENANCE SUPERSEi DISPLAY TELEPHONE SUPERVISORY SET Figure 2-16 Hotel/Motel System Configuration 2-22 Issue 1 Revision 0 March 1997 System Description Feature Description 2.4 A description of each of the hotel/motel features follows. Where possible, features have been associated into groups. For example, the various types of audits are described under the main heading Audits. Attendant Message Waiting Setup and Cancel A message waiting indication can be left on a guest room telephone. The setting and clearing of a message waiting indication can be recorded on a system printer. A single-line report can be generated, giving the room number, date, time and status change, and who changed it. See Single-Line Reports. How to Program How to Use Guest Room Message A message waiting Chart 4-3, page 4-l 4 Console: Chart 5-1, page 5-2 FDT Chart 5-l 7, page 5-14 Indication indication on a guest room telephone on the display of a SUPERSET can be: - a message 420 or SUPfRSET430 - a continuously flashing lamp (if equipped) on the telephone. 401+, SUPERSET 4 10, SUPERSET 420, and SUPERSET message lamp.) - a distinctive ringing pattern (three short bursts every 20 minutes). The telephone rings with this distinctive ringing pattern if the extension has been busy, or has Do Not Disturb set, or until message waiting is canceled. (The SUPERSET 430 have a The Cancel softkey on a display SUPERSETtelephone can cancel message Telephones with no softkeys must call the attendant to retrieve the message. canceled by the attendant. See also Message Lamp Test. How to Program How to Use March 1997 telephone. waiting. It is then Chart 4-3, page 4-l 4 Any set Issue 1 Chart 5-36, page 5-29 Revision 0 2-23 Hotel/Motel Feature Package Description Audits An audit is a printed report that gives a record of guest room activities or conditions. There are several types of audits. Most are requested by the attendant, but one ( the Auto Room Status Conversion/Auto Wakeup Print) is programmed to be printed automatically each day. All audit requests are directed to the printer assigned to the Hotel/Motel Audit printout type in CDE Form 34. Table 2-9 shows the audits that can be requested from each terminal. Table 2-9 Audits Audit Types Attendant message Room status audit Wakeup audit by Terminal Type Operation Terminal register audit Attendant Console The audits mode of operation is entered through the AUDIT softkey. A console cannot request an audit if it is active in a call. A console can request any number of audits at one time, but only the first three are printed. The requests are processed in a first requested, first printed sequence. Attendant message register audit Room status audits - Vacant room audit - Occupied room audit - Reserved room audit - Guaranteed room audit - Dirty (To clean) condition audit - To be inspected (To inspect) condition audit - All rooms audit Room type audit Wakeup audit Front Desk Terminal The Audit mode of operation is entered from the main menu by pressing the Audits softkey. The softkeys are updated to show the various audit types. System options must be enabled to allow the various types of audits, or the corresponding softkey is not provided. Auto Room Status Conversion/Auto Wakeup Print N/A Programmed each day. to be printed automatically Attendant Message Register Audit The message register can be printed for any room that has a message register count greater than zero. The audit report lists the rooms in order of their room number (lowest to highest). The message register audit is shown in Figure 2-17. See the Message Register section. 2-24 Issue 1 Revision 0 March 1997 System Description 11128 02:3OP MESSAGE REGISTER AUDIT Room - Reg Room - Reg Room - Reg Room - Reg Room - Reg 1101 - 00021 1103 - 00054 1502 - 00024 1504 - 00001 1505 - 00002 CC0463 Figure How to Program How to Use 2-17 Message Register Audit Chart 4-4, page 4-l 5 Console: Chart 5-3, page 5-3 FDT Chart 5-18, page 5-l 5 Feature Interactions If System Option 25 (Message Register Zero After Audit) is enabled, all message registers are set to zero when the audit is requested. This includes the instance where the maximum number of audits is exceeded or the printer is unavailable for any reason. See the Programming section. Room Status Audit(s) The attendant can request a report of the current status of all guest rooms. The attendant console produces one audit that contains information on all rooms. The front desk terminal can produce two types of room status audits: room occupancy audits (vacant, occupied, reserved and guaranteed audits) and room condition audits (to clean and to inspect audits). Each of these audits can be requested by room type (see Room Type) or for all rooms. In addition, an all rooms audit can be requested from the front desk terminal. This request is the equivalent of the attendant console room status audit (see Table 2-10). Also see Room Occupancy and Room Condition. Each audit (console or front desk terminal) shows the call restriction status of the room (see Call Restriction) and whether there is a maid in the room (see Maid in Room). The attendant console audit is shown in Figure 2-18 and a front desk terminal audit is shown in Figure 2-19. March 1997 Issue 1 Revision 0 2-25 Hotel/Motel Feature Package Description Table 2-10 Room Status Audits Terminal Attendant Console Name Content Room Status Audit Categories All rooms by status and condition. Four sections: vacant, occupied, reserved, or guaranteed rooms. Each section is divided by room condition: clean, dirty, out of service, or to be inspected. Front Desk Terminal Room Occupancy (All Rooms or by Room Type) Vacant Room Audit All guest rooms with room occupancy status of vacant. Listed by condition: clean, dirty, to be inspected, out of service. Occupied Audit Room All guest rooms with room occupancy status of occupied. Listed by condition: clean, dirty, to be inspected, out of service. Reserved Room Audit All guest rooms with room occupancy status of reserved. Listed by condition: clean, dirty, to be inspected, out of service. Guaranteed Audit All guest rooms with room occupancy status of guaranteed. Listed by condition: clean, dirty, to be inspected, out of service. Room Room Condition Audits (All Rooms or by Room Type) To Clean Room Audit All guest rooms with room condition of dirty. Listed by occupancy: occupied, reserved, guaranteed. vacant, To Inspect Room Audit All guest rooms with room condition of to be inspected. Listed by occupancy: occupied, reserved, guaranteed. vacant, Room Occupancy All Rooms Audit 2-26 Audits and Condition All rooms by status and condition. Issue 1 Revision 0 Listed by occupancy: clean, dirty, to be inspected, out of service categories for each of: vacant, occupied, reserved, and guaranteed rooms. March 1997 System Description 1112602:34P ROOM AUDIT FOR ALL VACANT ROOMS Room-Status 1101 1106 1202 1207 1212 1701 1706 1606 - Int Int Int Int Int Int Int Int Room-Status 1102 1107 1203 1208 1503 1702 1602 1807 - Int Int Int Int Int Int Int Int 1112602:35P ROOM AUDIT FOR ALL OCCUPIED ROOMS Clean Rooms Room. Status Room - Status Room-Status 1103 1106 1204 1209 1504 1703 1603 1806 - Int Int Int Int Int Int Int Int 1104 1109 1205 1210 1505 1704 1604 1809 - Int -Int - Int - Int - Int - Int - Int - Int 1105 1201 1206 1211 1506 1705 1605 1810 - Int - Int - Int -Int - Int - Int - Int - Int Clean Rooms Room - Status Room - Status Room - Status Room -Status 1501 -Int 2101 -Int Room _Status Room-Status 2107 - LD Dirty Rooms Room - Status Room -Status Room - Status 2106 - LD Room -Status Dirty Rooms Room - Status Room - Status Room -Status Room - Status Room - Status 1502 - Lot 2102 - LD Room - Status To Be Inspected Rooms Room-Status Room - Status Room - Status Room - Status Out Of Service Rooms Room - Status Room-Status Room -Status Room-Status Room - Status To Be Inspected Rooms Room - Status Room - Status Room -Status Room - Status Room - Status Out Of Service Rooms Room - Status Room - Status Room - Status Room - Status Room - Status VACANT ROOM PART OF ROOM STATUS AUDIT-ATTENDANT CONSOLE OCCUPIED ROOM PART OF ROOM STATUS AUDIT-ATTENDANT CONSOLE 11/28 02:35P ROOM AUDIT FOR ALL GUARANTEED ROOMS 11126 02:35P ROOM AUDIT FOR ALL RESERVED ROOMS Room-Status Room-Status Clean Rooms Room-Status Room-Status Room - Stahrs Room-Status Clean Rooms current base : 000000 Room -Status Room-Status Room - Status Room -Status Room-Status Dirty Rooms Room - Status Room -Status Room - Status Room -Status To Be Inspected Rooms Room -Status Room - Status Room - Status Room -Status Room-Status Ditty Rooms Room - Status Room - Status Room -Status Room - Status Room - Status To Be Inspected Rooms Room - Status Room - Status Room -Status Room - Status Room - Status Out Of Setvice Rooms Room - Status Room - Status Room - Status Room - Status Room - Status Room - Statis Room-Status Out Of Sewice Rooms Room-Status Room - Stah~s Room-Status 2103 - Int RESERVED ROOM PART OF ROOM STATUS AUDIT-ATTENDANT CONSOLE GUARANTEED ROOM PART OF ROOM STATUS AUDIT-ATTENDANT CONSOLE (L/GWM!ARE ENHANCED ONLY) cc0555 Figure March 1997 2-18 The Four Sections of the Room (Attendant Console) Issue 1 Revision 0 Status Audit 2-27 Hotel/Motel Feature Package Description 11128 02:46P ROOM AUDIT FOR ALL VACANT ROOMS Clean Rooms Room - Status Room - Status Room - Status Room - Status Room - Status 1101 1106 1203 1210 1505 1704 1804 1809 - Int -Int - Int - Int - Int - Int - Int - Int 1102 1107 1205 1211 1506 1705 1805 1810 - kit - Int - Int - Int - Int - Int - Int - Int 1103 1108 1206 1212 1701 1706 1806 1811 - Int -Int - Int - Int - Int - Int - Int - Int 1104 1109 1208 1503 1702 1802 1807 1812 - Int - Int - Int - Int - Int - Int - Int - Int 1105 1201 1209 1504 1703 1803 1808 - Int - Int - Int - Int - Int - Int - Int 2104 - Int 2111 - Int 2105 - Int 2112 - Int 2106 - Int 2109 -Int 2110 -Int 3101 3106 3203 3208 3102 - Int 3107 - Int 3204 - Int 3103 - Int 3108 - Int 3205 - Int 3104 - Int 3201 - Int 3206 - Int 3105 - Int 3202 - Int 3207 - Int - Int Int Int Int Dirty Rooms Room - Status Room - Status Room - Status Room - Status Room - Status To Be Inspected Rooms Room - Status Room - Status Room - Status Room - Status Room - Status Out Of Service Rooms Room - Status Room - Status Room - Status Room - Status Room - Status CC0556 Figure 2-19 Room Status Audit for All Rooms of a Particular Type (Front Desk Terminal) (Room Status Audit for all Rooms that have an Occupancy How to Program How to Use 2-28 Issue 1 Status of Vacant) Chart 4-l 9, page 4-25 Console: Chart 5-3, page FDT Chart 5-20, Revision 0 5-3 page 5-16 March 1997 System Description Room Type Audit This audit is available on the front desk terminal only. The Room type Audit produces a report of all guest rooms of a particular type; it gives their room number, occupancy, and whether there is a maid in the room.This report can only be requested from a front desk terminal. See Figure 2-20. 11128 0248P Room -Status ROOM AUDIT FOR SINGLE Room -Status Room -Status Room-Status currentbase:OOOOOO IIOZ-Vat 1107-Vat 1203-Vat 1208-Vat 1501-occ 1506 -Vat 1705-Vat 1805-Vat 1810 -Vat 1103-Vat IlOd-Vat 1204-Gua 1209-Vat 1502-occ 1701-Vat 1706-Vat 1806-Vat 1811 -Vat IIW-Vat IlOg-Vat 1205-Vat 1210-Vat 1503-Vat 1702-Vat 1802-Vat 1807-Vat 1812-Vat 1105-Vat IZOI-Vat 1206-Vat 1211-Vat 1504-Vat 1703-Vat 1803.Vat 1808-Vat 2101 -002 2106-Vat 2111 -Vat 2102-occ 2107 -0cc 2112-Vat 2103-Res 2108-occ 2104-Vat 2109-Vat 2105-Vat 2110-Vat 3102-Vat 3107-Vat 3204-vat 3103-Vat 3108 -Vat 3205-Vat 3104-Vat 3201-Vat 3206-Vat 3105-Vat 3202-Vat 3207-Vat Figure 2-20 Room Type Audit How to Use Issue 1 (Front Desk Terminal) N/A How to Program 1997 Room-Status 1101 -Vat 1106 -Vat 1202-Res 1207-0~~ 1212-Vat 1505-Vat 1704-Vat 1804-Vat 1809-Vat 3101 -Vat 3106-Vat 3203-Vat 3208-Vat March ROOMS Console: N/A FDT Chart 5-19, page 5-l 5 Revision 0 2-29 Hotel/Motel Feature Package Description Wakeup Audit The Wakeup Audit produces a report of all guest rooms that have a wakeup call enabled. The format of the printout is identical, whether requested by the attendant console or front desk terminal. See Figure 2-21. 11128 01:09P AUTOMATIC WAKE-UP AUDIT Room - Time Room - Time 2107 -06:30 2108 -06:15 Figure 2-21 Room - Time Automatic How to Program How to Use Wakeup/Room Condition Room - Time Wakeup Room - Time Audit Chart 4-6, page 4-16 Console: Chart 5-3, page 5-3 FDT Chart 5-18, page 5-l 5 Audit The Wakeup/Room condition Audit produces a report of all guest rooms that have a wakeup call enabled. At the same time, the occupancy and condition of all occupied/clean rooms are changed to occupied/dirty. The PABX is programmed through CDE to print the audit and change the occupancy/condition automatically at a preset, user-selected time each day. How to Program How to Use 2-30 Issue 1 Chart 4-7, page 4-l 6 Console: N/A FDT N/A Revision 0 March 1997 System Description Automatic WakeuD The Automatic Wakeup feature allows either an attendant or a guest to set up a wakeup alarm call that rings the guest room at a prearranged time. An existing wakeup time can be changed or canceled. See Table 2-l 1. On answering a wakeup alarm call, the guest receives a special tone (100 ms ON, 400 ms OFF, repeated), or music, or a recorded announcement. The recorded announcement can be changed for night service. When a wakeup call is not answered within two more attempts, at 5minute intervals, are attempt can generate a single-line report on unanswered, the wakeup is canceled and the was not honored. Note: six rings, or when the extension is busy, made to ring the extension. Each wakeup a system printer. If the call is still attendant can be notified that the wakeup If the wakeup call is to a SUPERSET420or SlJPERSET430telephone, it is treated as a timed reminder (it rings once and sets a reminder prompt). (See Reminders in the Features Description Practice.) A wakeup attempt on a SUPERSETdisplay telephone does not generate a single-line report. Recorded announcements are provided through recording hunt groups. When an extension answers the wakeup call, the recording device is rung. The extension hears silence until the recording device answers. If a recorded announcement is used, a wakeup is only honored when there is a free recording announcement device available. Ensure that there are sufficient RADs to provide adequate wakeup service. Attendant Wakeup The attendant can set, change, or cancel the wakeup time. Wakeup times are taken as AM unless they are specifically set for PM. The attendant can print a list of all the current wakeups. See Wakeup Audit. A maintenance log is created if the Hotel/Motel Wakeup printer fails. March 1997 Issue 1 Revision 0 2-3 1 Hotel/Motel Feature Package Description Table 2-11 Automatic Terminal Attendant Console Wakeup Description Display Set, wakeup and clear functions are available on softkeys. In each case, a printout automatically occurs at the associated printer if the system option to print these changes has been enabled. If system time is in 12-hour format, a PM softkey is available for afternoon wakeup times. If system time is in 24-hourformat, the PM softkeydoes not appear. Time must always be entered as four digits (hh:mm). The system does not accept an invalid setting, but gives no error message. Wakeup time is displayed on the console’s status line: Wakeup = 09:35 if the wakeup time is AM, or Wakeup = 09:35P if the wakeup time is PM. If a wakeup is set or changed by the console, and the system option to print these changes has been enabled, a SET BY CON or CHG BY CON message is printed to indicate how the change was made. Front Desk Terminal If no wakeup time is set for a room, the Set Wake Up softkey is displayed. If a wakeup time is set for a room, a Set Wake Up and a Clear Wake Up softkey are displayed. When the Set Wake Up softkey is pressed, all softkeys are cleared and a prompt to enter the wakeup time is displayed. Only the number keys, up/down arrow keys, and the Delete and Return hardkey are valid when setting the time. Time must be entered as four digits (hh:mm). Wakeup time is entered, changed, and displayed in the Wake Up Time Field on the Guest Room Update screen. If the 24-hour clock system option is enabled, the wakeup time is displayed in a 24-hour format. Otherwise, the wakeup time is displayed in 12-hour format with an AM/PM indication. The Search Display screen displays wakeup time for a guest room (if set). Each digit is validated as it is entered. Any digit is accepted that could be a valid time setting. A 24-hour setting is accepted as valid in the 12-hour mode: it is automatically converted to a 12-hour format when displayed. Any time entered in a 12-hour format is taken to be AM and is displayed with AM appended. Page 1 of 2 2-32 Issue 1 Revision 0 March 1997 System Description Table 2-l 1 Automatic Terminal Wakeup (continued) Description Display If time is entered in the 12-hour format, a PM softkey is displayed. This display allows time to be identified as morning or afternoon. Any time entered in the 12-hour format is assumed to be morning time unless the PM softkey is pressed. The key toggles the display from AM to PM. Cancel moves the shade bar to the next programmable field and leaves the wakeup time the same as it was when the form was displayed. The Enter softkey commits the wakeup time to the database. If a wakeup is set or changed by the front desk terminal, and the system option to print these changes has been enabled, a SET BY DESK or CHG BY DESK message is printed to indicate how the change was made. Page 2 of 2 Guest Room Wakeup The Guest Room Wakeup feature allows a guest to set and cancel a wakeup call from any room telephone by dialing an automatic wakeup access code. Wakeup time must be in 24-hour format and is entered by dialing from the telephone. Dial tone indicates that a wakeup time has been set or canceled successfully. if a guest room cancels a wake up by dialing the automatic wakeup access code followed by the digit “9”four times (9999), a single line report CAN BY ROOM is printed. Feature Interactions If a guest room telephone is programmed for Automatic Wakeup Routing, the Automatic Wakeup Music option has no effect. Do Not Disturb is ignored on extensions honored. when the wakeup is System options 12 (Automatic Wakeup Alarm) and 13 (Automatic Wakeup Print) have no effect on SUPERSET 420 or SUPERSET 430 telephone operation of the feature. See the Programming section. System Option 56 (Room Status Conversion/Auto Wakeup Print Timer) only applies if System Option 34 (Auto Room Status Conversion/Auto Wakeup Print) is enabled. See the Programming section. March 1997 Issue 1 Revision 0 2-33 Hotel/Motel Feature Package Conditions Description In the event of a power failure, all expired wakeups are honored within 5 minutes of a system reset. If a recording hunt group is used for wakeups, there can only be one wakeup call per recording announcement device at any given time. If multiple wakeups have been set for the same time, only one can proceed. All the others are shifted. The amount of this shift is variable depending on: - the time it takes for each preceding extension to answer/acknowledge the wakeup - the l-minute period that is between wakeups being scanned. Howtoprogram How to Use Guest Room Chart 4-9, page 4-17 Attendant Chart 4-l 0, page 4-18 Console: Chart 5-4, page 5-4, and Chart 5-5, page 5-4 FDT: Chart 5-21, page 5-l 7 and Chart 5-22, page 5-19 Call Blocking The Call Blocking feature can only be set from the attendant console. Call Blocking allows the attendant to inhibit room-to-room calls. Calls to the attendant orto extensions without the call blocking COS option selected can be made normally. Attempted calls between restricted extensions are treated as illegal numbers and thecalljng party hears reorder tone. A call blocking indication is displayed on the House Statistics screen of the front desk terminal. Conditions The LED associated with the Block hardkey for all consoles with the feature enabled is updated each time call blocking is turned on or off. When the LED is on, call blocking is enabled. Consoles without the feature enabled do not have an operational key and LED. Feature Interactions Tenanting does not apply to the operation of this feature. All consoles with the feature enabled can enable or disable call blocking throughout the system. If Call Rerouting is used, blocked calls are treated as Station Illegal Number Routing. How to Program How to Use 2-34 Chart 4-11, page 4-l 9 Console: Chart 5-6, page 5-5 FDT: N/A Issue 1 Revision 0 March 1997 System Description Call Restriction The Call Restriction feature is used to assign a level of calling privilege room. There are three levels: - internal - local - long distance to each guest The attendant can assign any of the levels to a particular room telephone. In addition, the system automatically sets the call restriction for a room (to a programmable value) when an occupancy change to either vacant reserved, guaranteed or occupied occurs. On the front desk terminal screen, this feature is called Call Privilege. Feature Interactions System Features 32 (Outgoing Call Restriction) and 33 (Room Status) are mutually exclusive. System Feature 32 cannot be used in programming Hotel/Motel. See Note below regarding call restriction operation with PMS. Conditions By default, vacant rooms (and rooms that become vacant) have their call restriction set to Internal, the most restrictive option. This setting prevents unauthorized calls from vacant rooms. By default, occupied rooms have the call restriction set to Internal, the most restrictive option. Usually when a room becomes occupied, the guest is provided with a less restrictive setting. How to Program How to Use Note: March 1997 Chart 4-12, page 4-20 Console: Chart 5-11, page 5-8 FDT: Chart 5-23, page 5-l 9 When a guest checks in (PMS Check In), the room telephone is enabled to allow outgoing trunk calls. The attendant may restrict the room phone to internal calls, local calls, or long distance calls using the Outgoing Call Restriction feature described in the Attendant Console Guide. Issue 1 Revision 0 2-35 Hotel/Motel Feature Package Description Check Out The Check Out feature is available to the front desk terminal only. The Check Out softkey provides a simple checkout procedure. It is only provided if the occupancy setting of the guest room is Occupied. It has these functions: 9 l l Sets the room occupancy field to vacant. Sets the room condition to dirty. Sets the call restriction to the setting specified in System Option 57 (Vacant/reserved default call restriction). Once the check out key is pressed, the softkeys are updated to present Cancel and Enter keys only. Cancel resets the room conditions as they were originally. When Enter is pressed, the guest name is erased, DND is turned off (if it had been set), the message register is cleared, and wakeup is turned off (if it had been set). How to Program How to Use N/A Console: N/A FDT Chart 5-24, page 5-20 Do Not Disturb The Do Not Disturb feature blocks calls from ringing at a guest’s telephone. Outgoing calls are not affected. See Table 2-12. Callers to a telephone with Do Not Disturb active hear reorder (error) tone. The message Do Not Disturb appears on display sets. The system can be programmed to reroute these calls to a predetermined answering point. The console and SUPERSET 430 telephones can override Do Not Disturb. The attendant console can set and clear Do Not Disturb for a guest room telephone whether or not the console is connected to the guest room phone. The front desk terminal can set Do Not Disturb in Room Update mode while the highlight bar is on the DND field. A guest can set and clear Do Not Disturb 2-36 Issue 1 from a guest room telephone. Revision 0 March 1997 System Description Table 2-12 Do Not Disturb Terminal Description Display/Confirmation Attendant Console Setting and clearing Do Not Disturb are controlled by the NO DIST softkey. When DND is set, the NO DlSTsoftkey does not appear. When DND is not set, the softkey appears. DND On: DND status flag appears on console status line. DND OfLThere is no DND status flag on the status line of the attendant console. Front Desk Terminal Setting and clearing Do Not Disturb are controlled by a DND softkey. When DND is set, the softkey turns it off. When DND is not set, the softkey turns it on. The DND field appears on the Guest Room Update screen. When DND is set, ON is displayed in the field. When DND is not set, the field is blank. Industrystandard Telephones Setting and clearing Do Not Disturb from a guest room telephone is done by dialing a feature access code plus 1 (to set) and 2 (to cancel) DND. Dial tone indicates DND has been set or canceled. Setting and clearing Do Not Disturb from a guest room telephone is done by pressing the Do Not Disturb feature key. Dial tone indicates DND has been set or canceled. To set or clear Do Not Disturb from a SUPERSET 420, toggle the Do Not Disturb feature key or use the Superkey menu. Dial tone indicates DND has been set or canceled. SUPERSET SUPERSET SUPERSET Telephones SUPERSET Telephones 470 401+ 420 Conditions: For DND to be set on a guest room phone, whether it is done from the attendant console, the front desk terminal, or the guest room phone, COS option 220 must be enabled for that particular guest room phone. How to Program Chart 4-13, page 4-21 How to Use March 1997 Console: Chart 5-7, page 5-6, and Chart 5-8, page 5-6 FDT Chart 5-25, page 5-21 Issue 1 Revision 0 2-37 Hotel/Motel Feature Package Description Guest Names Guest names can be entered and stored SUPERSETdisplay telephones only. from the front desk terminal and from The front desk terminal has two data fields: last name and first name. The last name field accepts up to 15 alphanumeric characters. The first name field accepts up to six characters. Names are displayed in uppercase, even if they are entered in lowercase. The order is LAST NAME, FIRST NAME. The SUfERSETdisplay telephone can enter and display one 1 O-character name, or can display up to 10 characters of a name entered from a front desk terminal. Guest names can be displayed on an attendant console if entered from the front desk terminal or a SUPERSE Tdisplay telephone, but they cannot be entered or searched for. See Table 2-13. Table 2-13 Guest Names Terminal Attendant Console Description Display Guest names can be displayed on an attendant console with a front desk terminal configured on the system, but they cannot be entered or searched for. First 10 characters of the last name field as entered from the front desk terminal. (If the name entered on the front desk terminal is longer than 10 characters, the name displayed on the console is truncated at 10.) Ten-character name as programmed from a SUPERSET 420 or SUPERSET 430. Front Desk Terminal 2-38 Guest names can be entered and stored, as well as displayed. There are two data fields: last name and first name. Issue 1 Revision 0 The last name field accepts up to 15 alphanumeric characters. The first name field accepts up to six charactersThey are displayed in uppercase, in the order LAST NAME, FIRST NAME. March 1997 System Description Conditions When room status is set to vacant, the name fields are cleared. Both the FDT and the console operate in this way. If the name field is not programmed, the data field is blank. If a copy database is in progress when a name update is requested from the front desk terminal (the Enter key is pressed), the name is not saved. A warning message is displayed. Any other information entered on the form is saved. Note: With the exception of name updates, a copy database is transparent to the user. All other front desk terminal functions can be carried out because the information is saved until it can be executed. How to Program How to Use N/A Console: N/A FDT Chart 5-26, page 5-22, and Chart 5-27, page 5-23 Guest Room SWERSETKey Programming A block of guest room SUPERSET 401+, SUPERSET 4 IO, SUPERSET 420, or SUPERSET430telephones can be programmed with Speed Dial and Feature Access keys only be done from CDE. Up to three separate blocks (templates) can be programmed at one time. Feature Interactions Keys programmed as Speed Dial keys or Feature Access keys in a Guest Room SUPERSET Keys Template cannot be programmed as Line Appearances in CDE Form 09 (StationlSUPERSETTelephones). Conditions Guest Room set users cannot program speed dial keys when a guest room template is enabled for the extension. How to Program Chart 4-l 4, page 4-21 How to Use March 1997 Console: N/A FDT N/A Issue 1 Revision 0 2-39 Hotel/Motel Feature Package Description Maid in Room This feature allows the maid to enter a code from the guest room telephone to indicate that the room is currently being cleaned. Upon leaving the room, the maid can enter a second code indicating that the room is ready for inspection or that it is clean. See Table 2-14. I Table 2-14 Maid in Room Code 1 L Maid in Room Status Meaning Maid is in room Maid has entered the dirty room and has dialed the room access code and the maid in room code. The Room Condition does not change. No maid in room Maid has dialed the room access code and the no maid in room code. Maid has decided to leave the ditty room after dialing in the Maid in Room code. Room has not been cleaned. The Room Condition does not change. Room clean, maid not in room The room is clean. If there is a supervisor, supervisor dials this code to indicate room has been inspected and is ready to be rented out. If there is no supervisor, maid dials this code to indicate that the room is clean and ready to be rented out. Maid or supervisor has dialed the room access code and the room clean code. IRoom Maid has finished cleaning the room. The room is ready for inspection by a supervisor. Maid has dialed the room access code and the room to be inspected code. to be inspected, maid not in Iroom The attendant console or the front desk terminal can display this information. A SUPERSET telephone with the proper COS option can also display this information. See Maid in Room Status Display on page 2-42. A Room Status single line report is generated each time that the Maid in Room feature is used. See Single Line Reports on page 2-58. If the maid in room status changes for a room currently in room update mode, the new status is not posted until the current display (room update screen on the front desk terminal, or current display on the attendant console) is exited and reentered. See Table 2-15. 2-40 Issue 1 Revision 0 March 1997 System Description Table 2-15 Maid in Room Status Description Display of Changing the Display from a(n)... Attendant Console Attendant Console Front Desk Terminal Telephone Front Desk Terminal ! Maid in room Maid in room status is displayed on the attendant console display room status line as “Maid”. The status “Maid in Room” in bold letters appears in the Maid in Room field on the room updates form. Maid in Room status cannot be changed from the console. Maid in Room status cannot be changed from the front desk terminal. Maid dials the room access code and 1. No maid in room If there is no maid in the room, “Maid” is not displayed. If there is no maid in the room, the field is blank. Maid in Room status cannot be changed from the console. Maid in Room status cannot be changed from the front desk terminal. Maid dials the room access code and 2. Room to be inspected To be inspected condition is displayed on the attendant console display room status line as “lnsp”. The status “lnsp” in bold letters appears in the Condition field on the room updates form. Attendant presses the lnsp softkey. On the Room Update screen, Attendant presses the Show Choices softkey and then the lnsp softkey. Maid dials the room access code and 4. Room clean Clean condition is displayed on the attendant console display room status line as “Clean”. The status “Clean” In bold letters appears in the Condition field on the room updates form. Attendant presses the Clean softkey. On the Room Update screen, attendant presses the Show Choices softkey and then the Clean softkey. Maid or supervisor dials the room access code and 3. Conditions The Maid in Room status can only be changed from the guest room telephone. Only the Room Condition status can be modified by the maid. This feature cannot change the Room Occupancy status of the guest room. How to Program How to Use March 1997 Chart 4-l 5, page 4-22 Console: Chart 5-11, page 5-8 FDT: Chart 5-28, page 5-23 Issue 1 Revision 0 2-4 1 Hotel/Motel Feature Package Description Maid in Room Status Display - SUPERSET 420 and SUPERSET 430 Telephones This feature allows an authorized SUPERSET 420 and SUPERSET 430 telephone determine which guest rooms have maids in them. See Table 2-16. Table 2-16 Maid in Room Status Status Description of Display Changing Display the Field from a(n).... Attendant Console Front Desk terminal Room Telephone with a maid in them are displayed two at a time in numeric order. If there are more rooms with maids in them, a left arrow softkey appears. Pressing this softkey displays the other rooms, two at a time. See Maid in Room Search. Maid in Room status cannot be changed from the console. Maid in Room status cannot be changed from the front desk terminal. Maid or supervisor dials an access code and a status code from a guest room phone. SUPERSET 430 Telephone Maid in room Rooms with a maid in them are displayed 10 at a time in numeric order. If there are more rooms with maids in them, a right arrow softkey appears. Pressing this key displays the other rooms,1 0 at a time. See Maid in Room Search. Maid in Room status cannot be changed from the console. Maid in Room status cannot be changed from the front desk terminal. Maid or supervisor dials an access code and a status code from a guest room phone. SUPERSET Maid in room 420 Telephone TRooms How to Program How to Use Chat-t 4-l 6. oaae 4-22 4201430 Teleohones 2-42 Issue 1 Revision 0 Char-t 5-38, page 5-31 March 1997 to System Description Message Lamp Test The message waiting lamp on a guest room telephone is automatically tested each time the room status changes. The test will run when a room status change is made from a front desk terminal, a PMS terminal, or an attendant console. There is no indication at the front desk terminal that the test has run. However, if there is a failure, notification is through the alarm icon at the console.The test verifies lamp operation and confirms that the telephone is still connected in the room. The test does not verify bell operation. Feature Interactions COS Option 232 (Message Waiting Lamp) and System Option 02 (Message Lamp Test Enable) must be enabled. See the Programming section. How to Prowam Chart 4-17, page 4-23 How to Use Console: N/A FDT: N/A Message Register The Message Register feature keeps track of the number of completed external calls or call units for each extension. This feature applies to consoles, industry standard telephones, and SUfERSETtelephones. The extension or console which answers an incoming trunk call or places an outgoing trunk call is charged with the count on the trunk while the trunk is active in the system, even if the extension is no longer involved in the call.This operation can be changed so that the count is applied to the current extension or console talking to the trunk. If the attendant handles the trunk call first (incoming or outgoing) and transfers the trunk call to an extension (supervised or unsupervised), the console’s message register is transferred to the extension. Supervision on an outgoing trunk is counted as one message register count. There are two modes of operation. The first counts the number of external calls made by each room. The second keeps track of meter pulses being sent from the far end to the associated trunkcircuit. These pulses can in turn be charged against the guestroom making the call.The attendant console or the front desk terminal displays the current value of the message register for a room each time a room number is entered. The message register can be cleared by the attendant from the console or terminal, or automatically upon requesting an audit. (See Attendant Message Register Audit.) Clearing the message register can be recorded as a single line report on a system printout - the system printer prints the message register count before it is cleared. This feature is only used in cases where COS Option 703, Message Register Applies, has been enabled for some extensions. The maximum message register count is 50,000. The counter resets to zero when this count is reached (an alarm can also be generated). The alarm icon on the console can be set to flash when the message register overflows. March 1997 Issue 1 Revision 0 2-43 Hotel/Moiel Feature Package Description Meter pulses are recorded Practice. Conditions in SMDR. See the Station Message Detail Recording If an extension with Message Registration connects to an outgoing trunk which does not have Message Registration, Message Registration does not apply to the extension. When the trunk does not provide answer supervision (trunk circuit descriptor option “Far-end Gives Answer Supervision” is not enabled), a completed outgoing call is determined by the pseudo answer supervision timer. This timer is started when a trunk seizure is acknowledged and when the timer expires, a meter pulse is counted (a pseudo answer supervision) giving an indication of a completed external call. How to Program How to Use Chart 4-l 8, page 4-24 Console: Chart 5-9, page 5-7 FDT: Chart 5-29, page 5-24 Multi-User Four front desk terminals can run the hotel/motel application at the same time. However, two terminals cannot edit information for the same room at the same time. The front desk terminal also checks that the room is not being accessed by an attendant console. The message “Room being accessed by another user. Try again later.” appears on the screen if a console is currently displaying information for the room. If more than one front desk terminal is logged in with the supervisor-level password, each terminal checks that the room is not being accessed by another terminal or by the console. The front desk terminal and a SUPE/?SETdisplay telephone, or several display telephones can enter, change or delete a guest name. The entry that is done last is the one that is stored. Up to 11 consoles can be configured on one system. Two (or more) consoles can access a guest room at the same time. The user that leaves the guest room last updates the database last, and that information is the valid data for the room. If two users are changing different fields at the same time, all the information should be captured because only fields that have been modified will be updated when the EXIT softkey is pressed. HOW t0 Program How to Use 2-44 Issue 1 Consok?: 4-2 See COS option 320 FDT: No programming Console: N/A FDT: N/A Revision 0 Chat-t 4-1, page required March 1997 System Description Entering or changing guest room information from the front desk terminal can be controlled by passwords. When first installed, all passwords are the same, and different levels must be enabled. A CDE attendant-level password allows no editing capability. A CDE supervisor-level password allows editing. The user of an attendant password can read information about rooms, request audits, and conduct searches. The user of a supervisor password can, in addition, enter and change information about a guest room, because this password presents the Room Update softkey. How to Program How to Use Chart 4-1, page 4-2, Step 9. Console: N/A FDT Chat-t 5-l 4, page 5-12 PMS Interface The PABXcan interface to IBM-compatible personal computers with the Lodgistix software package (or a package that follows the same protocol). See Property Management System, Paragraph 2.5 on page 2-60. How to Program How to Use PMS Chart 4-2, page 4-11 Console: N/A FDT: N/A Room Condition Room Condition indicates the current housekeeping condition of a guest room, and can be set from an attendant console or a front desk terminal (Table 2-17). See Room Status. Some conditions can be set from a guest room telephone. See Maid in Room. Room condition can be displayed as part of the room status display on the SUPERSET 420 and SUPERSET 430 telephone. See Room Status Display on page 2-50. March 1997 Issue 1 Revision 0 2-45 Hotel/Motel Feature Package Description Table 2-17 Room Condition Condition Meaning Description Display of Changing the Field from a(n)... Attendant Console Attendant Front Desk Terminal Room Telephone Console Clean Room has been inspected and is ready for occupancy. “Clean” is displayed on the attendant console display room status line. Attendant presses the STATUS softkey, then the CLEAN softkey. On the Room Update screen, Attendant presses the Show Choices softkey, then the Clean softkey. Maid or supervisordials Clean code from a guest room phone. (Maid in Room feature.) Dirty Room has not been cleaned by a maid. “Dirty” is displayed on the attendant console display room status line. Attendant presses the STATUS softkey, then the DIRTY softkey. On the Room Update screen, Attendant presses the Show Choices softkey, then the Dirty softkey. Cannot be changed. 3ut of Service Room is not in use. “Serv.” is displayed on the attendant console display room status line. Attendant presses the STATUS softkey, then the OUT OF SERV softkey. On the Room Update screen, Attendant presses Show Choices and Serv softkeys. Cannot be changed. To be Inspected Room has been cleaned by a maid but has not yet been inspected. “lnsp.” is displayed on the attendant console display room status line. Attendant presses the STATUS softkey, then the TO INSPECT softkey. On the Room Update screen, Attendant presses the Show Choices softkey, then the lnsp softkey. Maid or supervisordials the To Be Inspected code from a guest room telphone. (Maid in Room feature.) “Clean” appears in the Condition field on the room updates form. Attendant presses the Clean softkey. On the Room Update screen, Attendant presses the Show Choices softkey, then the Clean softkey. Maid or supervisor dials Clean code from a guest room phone. (Maid in Room feature.) Front Desk Terminal Clean Same as above. Page 1 of 2 2-46 Issue 1 Revision 0 March 1997 System Description Condition Meaning Table 2-17 Room Condition (continued) Description Display the Field from a(n)... of Changing Attendant Console Front Desk Terminal Front Desk Terminal Room Telephone (cont’d) Dirty Same as above. “Dirty” appears in the Condition field on the room updates form. Attendant presses the Dirty softkey. On the Room Update screen, Attendant presses the Show Choices softkey, then the Dirty softkey. Cannot be changed. 3ut of Service Same as above. “Serv”appears in the Condition field on the room updates form. Attendant presses the Serv softkey. On the Room Update screen, Attendant presses the Show Choices softkey, then the Out of Serv softkey. Cannot be changed. To be Inspected Same as above. “lnsp” appears in the Condition field on the room updates form. Attendant presses the lnsp softkey. On the Room Update screen, Attendant presses the Show Choices softkey, then the To Inspect softkey. Maid or supervisordials the To Be Inspected code from a guest room telephone. (Maid in Room feature.) Page 2 of 2 How to Program How to Use March 1997 Issue 1 Chart 4-l 9, page 4-25 Console: Chart 5-11, page 5-8 FDT Chart 5-30, page 5-24 Revision 0 2-47 Hotel/Motel Feature Package Description Room Occupancy This feature indicates the current occupancy of a guest room. The room occupancy can be set from a console or a front desk terminal (Table 2-18). See Room Status. Table 2-18 Room Occupancy Occupancy Description Display Meaning of Changing the Field from a(n)... Attendant Console Attendant Vacant Room Phone Console Room is not occupied. Occupied Front Desk Terminal Room is occupied by a guest. “Vat” is displayed on the attendant console display room status line. Attendant presses the STATUS softkey, then the VACANT softkey. On the Room Updatescreen, Attendant presses the Show Choices softkey, then the Vacant softkey. Cannot be changed. “Occ” is displayed on the Attendant presses the STATUS softkey, then the OCCUPIED softkey. On the Room Updatescreen, Attendant presses the Show Choices softkey, then the Occupied softkey. Cannot be changed. attendant console display room status line. Reserved The guest room is reserved for a guest, but not paid for. If the guest does not pay for the room by a partitular time, it can be rented out to another guest. “Res”is displayed on the attendant console display room status line. Attendant presses the STATUS softkey, then the RESERVED softkey. On the Room Updatescreen, Attendant presses the Show Choices softkey, then the Reserved softkey. Cannot be changed. Guaranteed The guest room is reserved for a “Gua” is displayed Attendant Cannot be changed. guestand paid for, attendant although the guest has not checked in yet. console display room status line. On the Room Updatescreen, Attendant presses the Show Choices softkey, then the Guaranteed softkey. on the presses the STATUS softkey, then the GUARANTEED softkey. Page 1 of 2 2-48 Issue 1 Revision 0 March 1997 System Description Table 2-18 Room Occupancy Occupancy Meaning Description Display of (continued) Changing the Field from a(n)... Attendant Console Front Desk Terminal Room Phone Front Desk Terminal Vacant Same as above. “Vacant”appears in the Occupancy field on the room updates form. Attendant presses the VACANT softkey. On the Room Updatescreen, Attendant presses the Show Choices softkey, then the Vacant softkey. Cannot be changed. Occupied Same as above. “Occupied” appears in the Occupancy field on the room updates form. Attendant presses the OCCUPIED softkey. On the Room Updatescreen, Attendant presses the Show Choices softkey, then the Occupied softkey. Cannot be changed. Reserved Same as above. “Reserved” appears in the Occupancy field on the room updates form. Attendant presses the RESERVED softkey. On the Room Updatescreen, Attendant presses the Show Choices softkey, then the Reserved softkey. Cannot be changed. Guaranteed Same as above. “Guaranteed” appears in the Occupancy field on the room updates form. Attendant presses the GUARANTEE D softkey. On the Room Updatescreen, Attendant presses the Show Choices softkey, then the Guaranteed softkey. Cannot be changed. Page 2 of 2 How to Program How to Use March 1997 Issue 1 Chart 4-l 9, page 4-25 Console: Chart 5-l 1, page 5-8 FDT Chart 5-31, page 5-25 Revision 0 2-49 Hotel/Motel Feature Package Description Room Status Display Attendant Console and Front Desk Terminal This feature allows the attendant to display and change the status of a room(s). Room status consists of: room occupancy, room condition, telephone privileges (call restriction) and maid in room. Each (except maid in room) can be set independently by the attendant. See Table 2-19. The system can be programmed to change the status of all “occupied/clean” rooms to “occupied/dirty” at a predetermined time. At the same time, an audit of all auto wakeups is generated. See Wakeup/Room Condition Audit on page 2-30. Table 2-19 Room Status Display Terminal Attendant Type Console Front Desk Terminal Description of Display When a room number is selected, the status from the above list is displayed on the second line of the attendant console LCD. For example: Status= Vac/Dirty/lnt/Maid means the room is vacant, dirty, has only internal telephone privileges and has a maid in it. The last field is blank if the maid is not present. Room status for a number of rooms can be displayed by doing a room search on the basis of: - Maid in room - Vacant/clean - Reserved and clean - Out of service See Room Status Search. A. Room status for a particular room is displayed on the room update screen. occupancy, condition, call privilege, and maid are displayed as separate fields. B. Room status for a number of rooms can be displayed by doing a room search on the basis of: - Vacant/clean - Vacant - Maid in room - Out of service - Dirty - Reserved - Guaranteed See Room Status Search. 2-50 Issue 1 Revision 0 March 1997 System Description Feature Interactions If System Option 2 (Message Lamp Test Enable) is enabled, when a room’s status is changed from vacant to occupied or from occupied to vacant, the system performs a message lamp test on the telephone in that room. If the test finds the lamp defective (i.e. burnt-out or missing), it raises a minor alarm. See the Programming section. How to Program Chart 4-19, page 4-25 How to Use Console: Chart 5-l 1, page 5-8 Chart 5-13, page 5-l 0 FDT: Chat-t Chart Chat-t Chart 5-31, 5-28, 5-33, 5-23, page page page page 5-25 5-23 5-27 5-l 9 Room Types and Room Codes Hotel guest rooms can be divided into 50 different types, such as single, double, queen, smoking, nonsmoking. This division is done through customer data entry programming from the CDE terminal by putting each room type in a separate class of service. Since each class of service can have a different name associated with it, the type of room is identified by the class of service name. The name can be eight characters long. By default, it can be identified by the code (COS number) associated with the class of service name. Searches and audits can be requested by room type or code. Table 2-20 Room Types (Examples) COS Name Room Type All single rooms Single All regular doubles Double All doubles facing pool NoSmk-Su How to Program How to Use 1997 1 Daub-VIP All suites no smoking March Room Code (COS Number) Issue 1 Chart 4-1, page 4-2, Step 2. Console: N/A FDT: Chat-t 5-35, page 5-28 Revision 0 2-51 Hotel/Motel Feature Package Description Searches Several Note: different types of searches - Guest search - Room number - Room type search - Maid in room search - Room status search can be conducted: (see note) Front Desk Terminal search (see note) only. Guest Search Guest Search searches all guest rooms for a text string that matches a guest’s name. The string entered must match with the first letters of the last name field. For instance, if BLACK were entered, the name would match with BLACK or other names containing these letters such as BLACKBURN. All matches are displayed in alphabetical order using the standard front desk search display format. If last names are identical, first names are used to determine the order. If both are identical, the guest who checked in last is displayed first. How to Program How to Use 2-52 Issue 1 N/A Console: N/A FDT Chart 5-32, page 5-26 Revision 0 March 1997 System Description Room Number Search A search can be conducted 2-21. for information about a particular Table 2-21 Room Number Terminal Attendant room number. See Table Search Type Operation Display Console Press the Guest Room softkey and entera room number. The room occupancy, condition, call restriction, whether a maid is in the room , and message register count is displayed. Attendant consoles associated with afront desk terminal application display the guest name and room type. Room Update Screen. The name of the guest, room occupancy, condition, call restriction, whether a maid is in the room, wakeup time, room type, whether there is a message waiting, whether Do Not Disturb is set, and the message register count is displayed on the Room Update screen. Search Display Screen. The name of the guest, room type, room occupancy, condition, call restriction, whether a maid is in the room, message waiting indication, and wakeup time are displayed for that particular room number, and the next eight rooms. Front Desk Terminal A. Beginning from the House Statistics screen, press the Room Update softkey and enter the room number. B. From the Room Search menu, press the Room Number softkey and enter the room number. N/A How to Program How to Use Console: Chart 5-12, page 5-10 FDT: Chart 5-34, page 5-27 Room Type Search Room Type Search is available on the front desk terminal only. A search can be conducted on the basis of room type. The class of service number for the room type is used as the room code for search purposes. There is a wild card entry for searching all room types. Searches Type. can also be conducted on the basis of room status and room type. See Room How to Program How to Use March 1997 Issue 1 Console: FDT: Revision 0 N/A N/A Chart 5-35, page 5-28 2-53 Hotel/Motel Feature Package Description Maid in Room Search A search can be conducted from the attendant console, Maid in Room (Table 2-22). from lowest to highest room from SUPERSET 420 or SUPERSET 430 telephones, or from a front desk terminal for rooms with a status of Rooms with a maid in them are displayed in sequence number. See Room Status Search. Table 2-22 Maid in Room Search Terminal Type Attendant Operation Display Console Search is initiated by pressing the MAID softkey. The first 10 room numbers of rooms with a maid in them are displayed. If there are more rooms being cleaned, the MORE... softkey appears. This softkey displays the other guest room extension numbers, 10 at a time. When the last room number is displayed, the MORE... softkey disappears. Only room numbers are shown. Front DeskTerminal Search is initiated by pressing the Maid in Room softkey. The first nine room numbers of rooms with a maid in them are displayed. Guest name, type of room, SUPERSET 420 Telephone SUPERSET Telephone 430 Search is initiated by dialing the SUPERSET 420 Maid in Room status display access code. occupancy, condition, call restriction, message waiting indication, and wakeup time are also displayed. If there are more rooms being cleaned, the PAGE DOWN softkey appears. This softkey displays the other guest room extension numbers, nine at a time. When the last room number is displayed, the PAGE DOWN softkey disappears, and the PAGE UP softkeyappears. The PAGE UP softkeyallows paging backwards, nine rooms at a time. This softkey is not available on the first screen of nine rooms. If no rooms are found that meet the requirements, the user is informed and the main search menu softkeys are presented. The first two room numbers of rooms with a maid in them are displayed. If there are more rooms being cleaned, the arrow softkey appears. This softkey displays the other room numbers, two at a time. When the last room number is displayed, the arrow softkey disappears. Search is initiated by Search is initiated by dialing the Maid in Room access dialing the SUPERSET code.The first 10 room numbers of rooms with a maid 430 Maid in Room status in them are displayed. If there are more rooms being cleaned, the arrow softkey appears. display access code. This softkey displays the other room numbers, 10 at a time. When the last room number is displayed, the arrow softkey disappears. 2-54 Issue 1 Revision 0 March 1997 System Description How to Program How to Use Chart 4-l 5, page 4-22 Chart 4-l 6, page 4-22 Console: Chart 5-11, page 5-8 FDT Chart 5-33, page 5-27 55420 / ss430 Chart 5-38, page 5-31 Room Status Search can search for guest rooms that have certain status combinations. Different types of searches can be conducted from the attendant console or from the front desk terminal. All room searches can be divided into two phases: searching and displaying. The search mode provides softkeys to select the type of search to be done. See Table 2-23. The attendant Table 2-23 Room Status Search Terminal Type Typesof Room Status Searches Operation Attendant Console - Maid in room - Vacant/clean - Reserved and clean - Out of service Search is initiated by pressing the appropriate softkey. When displaying all rooms with a particular status, as selected by softkeys, the LCD displays the numbers of up to 10 rooms that have the selected status. If there are more rooms, the MORE... softkey appears. It displays the next group of up to1 0 room numbers. Rooms are displayed in order from highest to lowest room number. Only room numbers are shown. Front Desk Terminal - Search is initiated by pressing the appropriate softkey. For each, room type (or the wild card entry 0 for all rooms) must be specified. If the search is successful, (i.e., a room meeting the search criteria exists) the first nine room numbers of rooms with that particular status are displayed. Room number, guest name, room type, occupancy, condition, whether there is a maid in the room, call restriction, message waiting indication, and wakeup time are displayed. Vacant/clean Vacant Maid in room Out of service Dirty Reserved Guaranteed Display If there are more rooms, the PAGE DOWN softkey appears. This softkey displays the other room numbers, nine at a time. When the last room number is displayed, the PAGE DOWN softkey disappears. The PAGE UPsoftkeyallowspaging backwards, nine rooms at a time. This softkey is not available on the first screen of nine rooms. If no rooms are found which meet the requirement, the user is informed and the main search menu softkeys are presented. Page 1 of 2 March 1997 Issue 1 Revision 0 2-55 Hotel/Motel Feature Package Description Table 2-23 Room Status Search (continued) Terminal Type Typesof Room Status Searches Operation Display SUPERSET Search is on a per room basis. See room status. Search is initiated by dialing the room status display access code followed by a room number. The LCD displays the status (occupancy and condition only) of the room: 1101 VACKLEAN The arrow softkey displays the status of the room with the next higher room number: 1102 RESKLEAN When the last room number is displayed, the arrow softkey no longer appears. SUPERSET Search is on a per room basis. See room status. Search is initiated by dialing the room status display access code followed by a room number. The LCD displays the status (occupancy and condition only) of the room: 1101 VAC/CLEAN The arrow softkey displays the status of the room with the next higher room number: 1 IO2 RESKLEAN When the last room number is displayed, the arrow softkey no longer appears. Page 2 of 2 How to Program How to Use 2-56 Issue 1 Chart 4-l 9, page 4-25 Console: Chart 5-l 1, page 5-8 Chart 5-l 3, page 5-l 0 FDT: Chart 5-33, page 5-27 SS42O/SS430 Chart 5-39, page 5-32 Revision 0 March 1997 System Description Single Line Reports Single line reports are types of audits used to record changes in status for an individual room. See Table 2-24. These reports are generated automatically (under control of System Options 04, 13, and 24) and provide hard-copy evidence that a change occurred. The printouts produced by single line reports are limited to 40 characters in length. The report printouts begin with a standard prefix, containing extension number, date and time. This prefix occupies the first 19 characters of the print line, as follows: xxxxx mm/dd hh:mmP The xxxxx field refers to an extension number (five-digit maximum). The mm/dd field refers to a two-digit month and a two-digit day. The hh:mmP field refers to a two-digit hour, and two-digit minute, where P indicates PM when a 12-hour clock is used. There are three categories l Automatic Wakeup. Sixteen suffixes are available for automatic wakeup single line reports.Three apply to attendant console operations, three to front desk terminal operations, three to station operations (guest room telephones), and seven to wakeup attempts. Each contains the programmed wakeup time. The suffixes are summarized in Table 2-24. A sample automatic wakeup report is given below: 12345 01/23 l of single line reports: 11:2OP WU 7:00 SET BY ROOM Message Registration. Message registration single line reports have only one printout suffix; it is generated whenever a room’s message register is cleared from the attendant console. The register count field is five digits in length, and all leading zeros are displayed. The format of the suffix is: REG. CLEARED AT nnnnn nnnnn represents the register contents registration report is given below: 12345 01/23 l 11:4OP REG. CLEARED A sample WAITING message waiting WAITING OFF report is given below: WAITING ON Room Status. Room Status single line reports are generated each time the Maid in Room feature is accessed from a room phone. Room Status reports are generated whether the Property Management System is enabled or not. A sample room status report is given below: 12345 01/23 1997 message AT 00012 ON or MESSAGE 12345 01/23 11:45P MESSAGE March A sample Message Waiting. Two suffixes are available for Message Waiting single line report printouts. One is generated when Message Waiting is turned on for an extension; the other is generated when it is turned off. The format of the suffixes is: MESSAGE l prior to being cleared. 11:45P RS INSP MAID issue 1 Revision 0 2-57 Hotel/Motel Feature Package Description Table 2-24 Single Operation Type Console Operations Front DeskTerminal Operations Room Operations flakeup Attempts Line Reports Suffix Definitions WU hh:mmP SET BY CONS & Notes WU = Wakeup hh:mmP = time and PM indicator SET BY CONS = Set by Attendant Console WU hh:mmP CHG BY CONS CHG BY CONS = Changed by Attendant Console WU hh:mmP CAN BY CONS CAN BY CONS = Canceled by Attendant Console WU hh:mmP SET BY DESK WU = Wakeup hh:mmP = time and PM indicator SET BY DESK = Set by Front Desk Terminal WU hh:mmP CHG BY DESK CHG BY DESK = Changed by Front Desk Terminal WU hh:mmP CAN BY DESK CAN BY DESK = Canceled by Front Desk Terminal WU hh:mmP SET BY ROOM WU = Wakeup hh:mmP = time and PM indicator SET BY ROOM = Set by guest room telephone WU hh:mmP CHG BY ROOM CHG BY ROOM = Changed Telephone WU hh:mmP CAN BY ROOM CAN BY ROOM = Canceled by Guest Room Telephone WU hh:mmP aaaaaaa aaaaaaa by Guest Room = either: ANSWERED NO ANS 1 NO ANS 2 NOANS3** BUSY I, BUSY 2, BUSY3** * * Third-attempt failures for NO ANS and BUSY generate three CTRL G characters separated by seven nulls, along with the asterisks. A CTRL G character rings bell. Room Status 2-58 RS YYYYYZZZZ Issue 1 RS = Room Status yyyyy = Room Condition zzzz = Maid in Room - this field is blank when the maid is not in the room. Revision 0 March 1997 System Description SUPERSETTelephone Room Status Display The SUPERSETdisplay of an authorized SUPERSETtelephone can show a combination of occupancy and condition (one of Vacant/Occupied/Reserved/ Guaranteed and one of Clean/DirtyTTo be Inspected/Out of Service). Maid in Room is displayed separately Restriction is not displayed. as part of the Maid in Room feature. Table 2-25 SUPERSETTelephone Description Room Status Display of Display Condition Occupancy Vacant VAC appears as the first word in the telephone display area. Clean CLEAN appears as the second word in the telephone display area. Occupied OCC appears as the first word in the telephone display area. Dirty DIRTY appears as the second word in the telephone display area. Reserved RES appears as the first word in the telephone display area. Out of Service SERV appears as the second word in the telephone display area. Guarante ed GUA appears as the first word in the telephone display area. To be Inspected INSP appears as the second word in the telephone display area. How to Program How to Use March Call 1997 Issue 1 Chart 4-22, page 4-28 SS42O/SS430 Revision 0 Chart 5-37, page 5-30 Chart 5-38, page 5-31 Chart 5-39, page 5-32 2-59 Hotel/Motel Property 2.5 Feature Package Management Description System (PMS) The PABX interfaces to IBM-compatible personal computers with the Lodgistix PMS software package (or a package that follows the same protocol). Hotel/Motel information is stored in the PABX and in the PMS. The information is split between the PMS and the PABX as follows: PMS Database PABX Database Room Status Message Register Message Register Message Waiting Message Waiting Automatic Wakeup Automatic Wakeup Guest Names Guest Names Do Not Disturb Note that the PABX will not store room status information to Chart 4-2, page 4-11 for programming information. PMS-Specific when PMS is enabled. Refer Features The PMS interface PMS: maintains - maid status - message - check - name (guest registration the following of outgoing information between the PABX and the trunk calls in/out name) Check In/Check Out. When a guest checks in (PMS Check In), the room telephone is enabled to allow outgoing trunk calls. Upon check out (PMS Check Out), the phone is disabled from making calls and the PMS clears message register, message waiting, Do Not Disturb and automatic wakeup from the guest room database. The attendant may restrict the room phone to internal calls, local calls, or long distance calls by using the Outgoing Call Restriction feature described in the Attendant Console Guide. Message Registration of Outgoing Trunk Calls. This feature provides the PMS with the number of trunk calls made from a room (local and long distance). A call-accounting device connected to the PABX monitors SMDR reports for long distance calls. The charge for these calls is automatically added to the guest’s bill at check out time. Call-costing equipment may be attached to the PMS, to allow the PMS to handle call costing. 2-60 Issue 1 Revision 0 March 1997 System Description Maid in Room Status. This feature allows the maid to change the room status (clean/dirty) from the room telephone. The maid in room status is also indicated on the PMS terminal. This feature is functionally identical to that of the PABX’s attendant room status; however, the displaying and monitoring of room status is completely controlled from the PMS terminal. Automatic Wakeup. This feature allows the front desk PMS terminal to set up and cancel wakeup requests from guest rooms. If programmed in the PABX, a printout will be produced upon setup of a valid time to verify that the request was committed. As well, a printout occurs when the wakeup is honored to verify the receipt of the call. Name. This feature allows the guest room name in the PMS to be sent to the PABX when a guest checks in and be stored against the room extension. Figure 2-22 provides a breakdown of the Add Name command. SPACER “BNAMI -BOB-JAMES ____ -------i-1WC I I I I ‘i I I SPACER 20 CHARACTERS FOR NAME FIVE DIGITS FOR EXTENSION NUMBER CC0383 Figure 2-22 Breakdown of the Add Name Command Message Waiting. This feature allows the message center PMS terminal to setup and cancel a message waiting indication on a guest room telephone. If programmed in the PABX, a printout will be produced to verify that the message was sent and the time of the message. When the message is canceled from the PMS side, another printout is produced to verify the cancelation. Feature Interactions The following l l March 1997 Because following conditions apply to the PABX/PMS interface: all room status updates are applied options must be disabled: against the PMS database, the - System Option 33 (Room Status) - System Option 27 (Room Status Audit) - System Option 34 (Auto Room Status Conversion and Wakeup Print) - COS option 244 (Room Status Applies) - COS option 608 (SUfERSE~Room Status Display) The PMS interface port is dedicated to PMS only. It cannot be used for any other applications such as CDE, ACD, or SMDR. Issue 1 Revision 0 2-6 1 Hotel/Motel l l l Feature Package Description Because PMS has exclusive use of the port assigned to it, it is recommended that a dataset be used as the port to allow the system printer port to be used for other printouts. Maintenance logs record any errors found in the PMS interface. Troubleshooting Practice for details. Automatic Wakeup Feature Access Code must not be programmed Keyboard commands for the PMS personal Table 2-26 PMS Keyboard Commands PMS Keyboard Enquire (ENQ) in Form 02. computer. Commands Keys Comments A= CTRL key AE (ACK) ( AF Not Acknowledged (NW AU Stat-t Transaction (SW AB I I End Transaction AC Check In /\BCHKl Check Out “BCHKO XXXXX”C Add Name , /\BNAMl XXXXX is the extension number. If the extension number is not five digits in length, use leading spaces in place of the digits. XXXXXAC a-z XXXXX*C a-z is the extension name. The extension name must be 20 characters in length followed by a single space, followed by the extension number. If the extension name is not 20 characters in length, use trailing spaces in place of the characters. Only the first 10 characters of the name are displayed. Replace Name /\BNAM2 a-z XXXXXAC Delete Name “BNAM3 a-z XXXXXAC Send Message /\BMW 1 XXXXX”C Insert a space before and after the digit 1. Delete Message “BMW 0 XXXXX”C Insert a space before and after the digit 0. Set Wakeup ABWKPTllTXXXXXAC TllT is the time in hours:minutes. clock. 2-62 to the Commands Table 2-26 lists the keyboard Acknowledged Refer Issue 1 Revision 0 Use a 24-hour March 1997 System Description Feature Availability 2.6 The following restrictions (PMS) features. also apply to Lodging and Property Management System Room Status (Option 33) cannot be enabled if PMS is enabled Room Status (Option 33) cannot be enabled if Outgoing Call Restriction (Option 32) is enabled Outgoing Call Restriction (Option 32) cannot be enabled if Room Status (Option 33) is enabled PMS cannot be enabled if Room Status (Option 33) is enabled PMS cannot PMS cannot be enabled be enabled if Lodging is enabled if Automatic Wakeup feature code is enabled Lodging cannot be enabled if PMS is enabled Options 4,9, 12, 13,23,24,25, and 27 cannot be enabled is enabled Lodging or PMS cannot 25, or 27 is enabled. Front desk terminals be disabled support unless Lodging if one or more of Options the list of features or PMS 4,9, 12, 13,23,24, in Table 2-27. Table 2-27 Feature Availability Attendant Do Not Disturb I Guest Room Do Not Disturb Attendant Message Waiting Setup and Cancel Guest Message Waiting Cancel Audits 1 Attendant Message Resister Audit 1 Room Status Audit 1 Vacant Room Audit 1 Occupied Room Audit ( Reserved Room Audit 1 Guaranteed Room Audit I To be Inspected (To Inspect) Room Audit Dirty (To Clean) Room Audit All Room Status Audit Room Type Audit Wakeup Audit ( Auto Room Status Conversion/Auto Wakeup Print Page 1 of 3 March 1997 Issue 1 Revision 0 2-63 Hotel/Motel Feature Package Description Table 2-27 Feature Availability Automatic (continued) Wakeup 1 Guest Room Wake Up 1 Call Blocking I Call (available on the attendant console only) I Restriction I I 1 Check Out (single key) Guest Names Guest Room SUPERSET Key Programming Maid in Room Maid in Room Display Maid in Room Status Displav - SUPERSET 420 and SUPERSET I Message Lamp Test (available on the attendant I Message Register 430 Telephones console only) Display and Clear I Multi-user I PMS Interface Room Condition Display Clean Out of Service To be Inspected Room Occupancy Display I Vacant I I I I Occupied I Reserved Guaranteed Room Status Display Room Types and Room Codes Searches Guest Search I Room Number 1 Room Type Maid in Room Search Room Status Searches I - Vacant/clean - Vacant Page 2 of 3 2-64 Issue 1 Revision 0 March 1997 System Description I Table 2-27 Feature Availability (continued) - Out of service - Dirty (To Clean) 1 - Reserved ( - Guaranteed 1 - Reserved and Clean 1 Single Line Reports Page 3 of 3 March 1997 issue 1 Revision 0 2-65 Hotel/Motel 2-66 Feature Package Description Issue 1 Revision 0 March 1997 3 Hardware Installation General 3.1 PABX. The basic hotel/motel Peripherals. Hardware following peripherals: l l l l l . package installation dataset printer(s) for the hotel/motel (for front desk terminal system involves installing the and PMS interface) SUPERSETtelephones as staff supervisory SUPERSETor industry-standard telephones Step Installing sets as room telephones. Hardware Comments Action Install the PABX The PABX may already be installed at the site. Install the PABX. installation Install the Attendant 2. with a PABX. attendant console(s) front desk terminal(s) Chart 3-1 1. is available Console(s) Install the attendant console(s). Information Practice. If this is an existing installation, the attendant sole(s) may already be installed. con- Peripheral Devices Practice. Install the Front Desk Terminal(s) 3. Install up to four front desk terminals. Documentation provided with the terminal(s). 4. Install a MlTELl loo-series dataset for each terminal installed in Step 3. Peripheral Devices Practice. Install Printer(s) 5. Install printer(s). Installation Information Practice. Install Telephones 6. Install SUPERSET telephones. Peripheral Devices Practice. 7. Install industry-standard telephones. Documentation 1997 Issue 1 March Revision 0 provided with the telephones. 3-l Hotel/Motel 3-2 Feature Package Description Issue 1 Revision 0 March 1997 4 Programming Hotel/Motel General 4.1 This section contains the programming information required for the Hotel/Motel feature package. For instructions on how to program the base system, printers, consoles, front desk terminals, and datasets, refer to the Customer Data Entry Practice. Programming Hotel/Motel Chart 4-1. Procedures Application. For information Property property Management management Adding system, Features. For information on adding features refer to the following charts: System. For information system, see Chart 4-2. Message Waiting Chart 4-4 Programming Attendant Message Register package, see the interface to a programmed Setup and Cancel Audit Up Room Status Audit Chart 4-6 Programming Wakeup Audit Chart 4-7 Producing an Automatic a Predetermined Time System Chart 4-9 Programming Audit of Wakeups/ Guest Room Automatic Programming Attendant Chart 4-11 Programming Call Blocking Chart 4-12 Programming Call Restriction Chart 4-13 Programming Do Not Disturb Room Status at Automatic Wakeup Wakeup Chart 4-14 Guest Room SUPERSET Chart 4-15 Programming Chart 4-16 SUPERSET Programming Maid in Room Status Display 430 Telephones Issue 1 Changing Time Chart 4-10 Chart 4-l 7 Programming 1997 to an already Attendant Chart 4-8 Setting this feature on programming Chart 4-3 Programming Chart 4-5 Setting March on programming Key Programming Maid in Room Status Message - SUPERSET 420 and Lamp Test Revision 0 4-l Hotel/Motel Feature Package Chart 4-18 Programming Chart 4-19 Setting Chart 4-20 Programming Chart 4-21 Enabling Chart 4-22 Programming SUPERSET Note: Description Status Room Types Single-Line is in addition Chart 4-1 and Room Codes Reports Room Status Display to the programming Programming - SUPERSET System required the Hotel/Motel Action Form 02: Program 1. up Room Register 420 and 430 Telephones This information Step Message for the PABX. Application Comments Access Codes Access codes can range from one to five digits. Set Access Code for Do Not Disturb. Assign an access code for Do Not Disturb. COS option 220 on Form 03 must also be set. The same access code sets and cancels Do Not Disturb at a guest room telephone. Set Access Code for Automatic Wakeup for Room Phones. Assign a one- to five-digit code for Feature 32, Automatic Wakeup. COS options 202 and 244 on Form 03 and System Option 11 on Form 04 must also be set. Set Access Code for Maid in Room Feature. Assign a code for Feature 35, Maid in Room. Maid in Room allows maids to dial a telephone number when they enter a room for housekeeping and dial another number when they have finished the room. Set Access Code for SUPERSET 4 Telephone Room Status Display. Assign a code for Feature 36, SUPERSET 4 Room Telephone Status Display. SUPERSET 4 Set Room Status Display allows an authorized SUPERSET 420 and SUPERSET 430 telephone to display the status of guest rooms. The Room Status parameters are:Vacant or Occupied or Reserved; Clean or Dirty or Out of Service or To Be Inspected. Set Access Code for SUPERSET 4 Telephone Maid in Room Status Display. Assign a code for Feature 40, SUPERSET 4 Telephone Maid in Room Status. SUPERSET 4 Telephone Maid in Room Status Display allows an authorized SUPERSET 420 and SUPERSET 430 telephone to determine which guest rooms have maids in them. Set access code for retrieving a message from a telephone. Assign a code for Feature 42, Call Message Sender of Oldest Message. Allows a guest room telephone to call the attendant to retrieve a message. Page 1 of 9 4-2 Issue 1 Revision 0 March 1997 Programming Chart 4-1 Step Programming Application (continued) Comments Action Form 03: To Program Desk Terminal) 2. the Hotel/Motel Room Types (Front Create a COS for each different room type you have. Assign a name to it by using the COS Name softkey. The hotel guest rooms can be divided into 50 groups by putting each room type into a separate COS. Each COS has a name associated with it. Therefore, the room type can be identified by the COS name. For instance, COS 1 SINGLE COS 2 DOUBLE COS 3 NONSMOKS COS 4 NONSMOKD The name must be: -unique -up to eight characters Define the Characteristics 3. Hotel/Motel single rooms double rooms nonsmoking single nonsmoking double in length of each Room On each Form 03 you have, set the COS options for each type of room. Enable: 101 Attendant (Console only) OG Restriction/Room Status Setup Allows console to access room status (occupancy, condition, call restriction). It provides the STATUS softkey to the console. Note: The front desk terminal always has access to room status. Only System Option 33 on Form 04 has to be set. 105 Attendant (Console only) Guest Room Key Attendant Console. This COS option gives access to the hotel/motel features from an attendant console. This COS option does not have to be set for the front desk terminal. 113 Attendant Key Attendant Console. This COS option allows the attendant to inhibit room-to-room calls. COS option 204 and System Option 09 must also be set. This COS option does not have to be set for the front desk terminal. 202 Alarm Call 204 Call Block Applies (Performed Attendant Console only) (Console only) Call Block Room Telephones. This COS option allows guests to set up a wakeup alarm call from their extension. It also allows the console or the front desk to set up wakeup calls for guest rooms. See also COS option 244. by Room Telephone. Room telephones are prevented from calling each other when call blocking is enabled. Error (reorder tone) is heard. This COS option must be set for each room telephone call block applies to. COS option 113 and System Option 09 must also be set. Page 2 of S March 1997 Issue 1 Revision 0 4-3 Hotel/Motel Feature Package Chart 4-1 Step Description Programming the Hotel/Motel Action Application (continued) Comments 220 Do Not Disturb Room Telephone. Do Not Disturb must be enabled for any telephone that requires use of the feature. When Do Not Disturb is active, the telephone appears busy to incoming calls. 230 Message Extension or Trunks. Optional. This COS option should be set for the extension(s) or trunk(s) for which there is to be a message register overflow alarm indication at the attendant console. The alarm icon flashes and a maintenance log is generated. Register Overflow Alarm See also COS option 703. See also the following system options: System Option 49 System Option 04 System Option 23 System Option 40 231 Message Waiting Bell Room Telephones. This COS option rings the bell on a room telephone when there is a message waiting. See also System Option 02 (Form 04). COS options 231 and 232 cannot be enabled at the same time. See Note. 232 Message Waiting Lamp Room Telephones. This COS option lights the message lamp on a room telephone when there is a message waiting. See also System Option 02 (Form 04). COS options 231 and 232 cannot be enabled at the same time. Note: COS option 231 rings a message bell only. COS option 232 lights message lamps and also rings message bells. 244 Room Status Applies Room Telephones. This COS option must be enabled to allow guests to set up a wakeup alarm call from their extension. See also COS option 202. It must be enabled to allow the attendant to display and change the status of a room and produce a room status audit. See Form 04, System Option 33. It must be enabled for SUPERSET room telephones that are to be programmed with speed dial and feature access keys. See COS option 610 and Form 37. Page 3 of 9 4-4 Issue 1 Revision 0 March 1997 Programming Chart 4-l Programming Step the Hotel/Motel Transparent Operation (continued) Comments Action 320 Application Hotel/Motel Attendant Consoles. Enables more than one console to function on the system. Multi-Console Can also allow multi-consoles to view and remove messages for guest room phones. COS option 320 is necessary for consoles only. It is not necessary for front desk terminals. 608 SUPERSET Room Status Display 610 SUPERSET Guest Room Template SUPERSETSupervisory Telephones. This COS option allows room status to be displayed on a SUPERSET supervisory telephone. SUPERSET Room Telephones. This COS option allows a block of guest room SUPERSET 4 10, SUPERSET 401+, SUPERSET 420 and SUPERSET 430 telephones to be programmed with speed dial and feature access keys. See also COS option 244. See also Form 37: Guest Room SUPERSET Keys Template. 703 Attendant Console, Telephones, SUPERSETTelephones, Trunks.This COS option provides the PABX the ability to keep track of the number of completed calls, and identifies the trunks on which counts apply on a per phone basis. Message Register Applies See COS option 230. See System Option 49 in Form 04 and optional message register features programming: System Option 04 System Option 23 System Option 40. Setting 4. System Options On Form 04, set the characteristics system. of the 01 24-hour Clock System option 01 sets the system time in 24-hour format; otherwise the system time is in 12-hour format. 02 Message Lamp Test Enable System option 02 allows the message waiting lamps on room telephones to be tested from the console. See also COS option 232 (Form 03). Page 4 of 9 March 1997 Issue 1 Revision 0 Hotel/Motel Feature Package Chart 4-l Step 04 Description Programming the Hotel/Motel Application (continued) Action Comments Message Waiting and Message Register Clear Print Optional. Prints a single line report to the default printereach time the message register changes, including the case where the message register is cleared by the console. This system option also requires System Option 107 or 108 to be enabled. See also COS option 230 COS option 703. See also the following system options: System Option 49 System Option 23 System Option 40. See also System Option 13, Auto Wakeup Print, for enabling single line reports of automatic wakeups. 09 Attendant Call Block This system option allows the attendant to inhibit room-to-room calls. COS option 113 must also be set. This system option also requires System Option 107 or 108 to be enabled. 11 Automatic Wakeup Allows the attendant or guest to set up a wakeup alarm call. COS option 202 and 244 must be enabled for all extensions that are to use automatic wakeup. 12 Automatic Wakeup Alarm Optional. Allows the console alarm icon to be flashed in the event that a wakeup call is not answered within three attempts. Also generates a maintenance log. No effect on SUPERSET 420 and SUPERSET 430. 13 Automatic Wakeup Print Optional. Allows wakeup audits and one-line messages to be printed on the system printer whenever a wakeup call is set up, canceled, answered, or an attempt is made to honor the wakeup. No effect on SUPERSET 420 and SUPERSET 430. This system option also requires System Option 107 or 108 to be enabled. 14 Automatic Wakeup Music Optional. Allows music to be heard by an extension that answers a wakeup call. Requires a music source. Page 5 of 9 4-6 Issue 1 Revision 0 March 1997 Programming Chart 4-1 Programming Step the Hotel/Motel (continued) Comments Action 23 Application Hotel/Motel Message Reg. Count Additional Supervisions Counts meter pulses after supervision received on an outgoing trunk. is This system option also requires System Option 107 or 108 to be enabled. 24 Message Register Audit Allows the attendant to request a message register audit (either from the attendant console or the front desk terminal). See System Option 25. This system option also requires System Option 107 or 108 to be enabled. 25 Message Register Zero After Audit All message registers are set to zero when an audit is requested, including instances where the maximum number of audits is exceeded or the printer is unavailable. See System Option 24. This system option also requires System Option 107 or 108 to be enabled. 27 Console. Produces a printout of the current status of all guest rooms. Only rooms with COS option 244 enabled are displayed by the audit. See COS option 244, Form 03. Room Status Audit This system option also requires System Option 107 to be enabled. Terminal. Produces seven different types of audits ( vacant, occupied, reserved, guaranteed, to clean, to inspect, all rooms). 33 Room Status Allows the status of a room to be displayed and changed. Provides the three call privileges: internal, local and long distance. See also: COS option 244 (for all extensions for which room status is to apply), System Option 34. If System Option 02 is enabled, when a room’s status is changed from vacant to occupied or occupied to vacant, the system performs a message lamp test on the telephone in that room. If the test finds out a lamp is defective, it raises a minor alarm. Page 6 of 9 March 1997 Issue 1 Revision 0 4-7 Hotel/Motel Feature Package Chart 4-l Step Description Programming the Hotel/Motel Application Action (continued) Comments 34 Auto Room Status Conversion/Auto Wakeup Print Optional. Produces an automatic audit of all wakeups in the system every day. This option also changes the room status. For instance, all occupied/clean rooms can be changed to occupied/dirty at a set time. The time of day for the printout must be set in System Option 56 . The default is 0O:OO (midnight). See System Option 56. 40 Message Register Follows Talker Charges the extension or console last talking to a trunk with the message register count. 49 Pseudo Answer Supervision This value is applied to trunks in the system that do not provide answer supervision. 56 Auto Room Status Conversion/Auto Wakeup Print Timer Optional. Sets the time of day for the automatic daily audit of all wakeups in the system. The default is 0O:OO (midnight).Only applies if System Option 34 is enabled. See System Option 34. The same time is also used to convert all occupied/clean rooms to occupied/dirty. 57 VacanvReserved Restriction By default, vacant rooms (and rooms that become vacant) have their call restriction set to Internal, the most restrictive option. This setting prevents unauthorized calls from vacant/reserved rooms. 58 Occupied Room Default Call Restriction By default, occupied rooms have the call restriction set to Internal, the most restrictive option. Typically when a room becomes occupied, the guest is provided with a less restrictive setting. Do not enable System Option 32, Outgoing Call Restriction, for Hotel/Motel. Prevents unauthorized trunk calls after a guest checks out. However, it cannot be enabled at the same time as System Option 33, Room Status. Since System Option 33 provides the three call restrictions, System Option 32 is not necessary in the hotel/motel context. Timer Room Default Call Note: 32 If a PMS is used, System Option 32 must be enabled. To Set Up the Attendant 5. Console Form 07: Console Assignments specifies the physical location of each attendant console. Described Practice. in the Customer Data Entry Page 7 of 9 4-8 Issue 1 Revision 0 March 1997 Programming Chart 4-1 Step 6. Programming the Hotel/Motel Application Action Hotel/Motel (continued) Comments Form 08: This form specifies the listed directory numbers for each attendant console. Described Practice. in the Customer Data Entry Form 09 assigns stations and SUPERSET telephones to the system. Described Practice. in the Customer Data Entry See Note 2 for extension numbering instructions. Note 1: If a front desk terminal is configured on the system, the names of guests in occupied rooms are displayed in the Name field on Form 09. Only the first 10 characters of the last name can be displayed. To Set Up TelephoneslSUPERSET Telephones 7. Note 2: The hotel/motel application uses the guest room extension number as the room number. A simple pattern for relating an extension number to a room number should be used. For example, if four-digit extension numbers are used, they could be assigned by using format xfrr: where: x is always a 1 f is the floor number rr is the room number on the floor. Therefore: Room 1 on floor 1 is 1101 Room 2 on floor 1 is 1102 Room 1 on floor 2 is 1201. Page 8 of E March 1997 Issue 1 Revision 0 Hotel/Motel Feature Package Chart 4-1 Step Description Programming the Hotel/Motel Application Action (continued) Comments To Set Up the Front Desk Terminal 8. Form 12 assigns DATASET 1 loo-series sets to the system. data Described Practice. in the Customer Data Entry Form 11: Data Circuit Descriptors. Described Practice. in the Customer Data Entry Form 11: Data Circuit Descriptor Options Subform. Described Practice. in the Customer Data Erhy Note: When programming the PBX attention character for a dataset to be used with the front desk terminal, Control R, Control Y and Control C should not be used. The Front Desk Terminal application has predefinedfunctions for these key sequences. No checking is done to prevent the use of these characters. To Set Up Access 9. Restriction Form 28: Access Restriction form. Described in the Customer Data Entry Practice. The CDE supervisor-level password allows editing privileges. The CDE attendant-level password allows no editing privileges. To Set Up Printer(s) 10. Form 34: Directed I/O. Described Practice. in the Customer Data Entry The hotel/motel line reports. wakeup printer prints single The hotel/motel audit printer prints wakeup, message register, room type, room status, and wakeup/room condition audits. To Set Up SWERSETTelephones Programming 11. Form 37: Guest Room SUPERSET Template Block Keys This form provides three preprogrammed sets (templates) of speed dial and feature access keys for hotel/motel guest room phones. COS options 244 and 610 must be programmed in the COS of all guest rooms using SUPERSETtelephones with speed dial and feature access keys. Page 9 of 6 4-10 Issue 1 Revision 0 March 1997 Programming Chart 4-2 dote: 1. The PABX can be interfaced Programming to a Property 2. The PMS interface port is dedicated as CDE, SMDR or ACD. for PMS Management System. to PMS only. It cannot be used for any other applications 3. Because PMS has exclusive use of the port assigned to it, a dataset allow the system printer port to be used for other printouts. logs record Hotel/Motel any errors in the PMS interface. should such be used as the port, to 4. Maintenance details. Refer to the Troubleshooting Practice for 5. Message Waiting Setup must be enabled in the COS for the guest room phone if it is an industry-standard telephone. This restriction does not apply to SUPERSET 420and SUPERSET telephones. 431 6. PMS Terminal. Dial 0 calls are routed to a console (Form 19) or a console LDN or subattendant LDN (Form 08). This routing makes sure there is a single place the guest must call to receive messages. If the dial 0 point for the room is not a console or a console LDN or subattendant LDN, the message softkey is not provided on the PMS terminal. 7. A list of the PMS Keyboard Step is provided Action Setting 1. Commands Feature in Table 2-26, page 2-62. Comments Access Codes On Form 02, Programming Codes: Feature Access Assign an access code to Feature 35 ( Maid in Room). To allow room status to be changed from room telephones. Assign an access code to Feature 10 (Do Not Disturb). Allows a room telephone to set up and cancel Do Not Disturb. See also COS option 220. Ensure that Feature Access Code 32, Automatic Wakeup, is not programmed. Setting 2. COS Options Enable COS option 105 (Attendant Room Key). Guest To allow the attendant to set automatic wakeups. (see also System Option 11, Form 04.) Also allows the attendant to set up or cancel Do Not Disturb. Also allows the attendant to set up or cancel message waiting for a room telephone. See also COS option 231 (Bell) or 232 (Lamp). Enable COS option 202 (Alarm Call). Enabling this COS option allows the attendant to program wakeup alarm calls for rooms from the PMS PC. See also COS option 244. Enable COS option 220 (Do Not Disturb). Allows guests to set up and cancel Do Not Disturb from their extension. See System Option 10 (Do Not Disturb), Form 04. Page 1 of : March 1997 Issue 1 Revision 0 4-l 1 Hotel/Motel Feature Package Description Chart 4-2 Step Programming for PMS (continued) Comments Action Enable COS option 231 (Bell). Optional. Indicates a message waiting at a room telephone. See also COS option 105. Enable COS option 232 (Lamp). Indicates a message waiting at a room telephone. See also COS option 105. Disable COS option 244 (Room Status Applies). All room status updates are applied against the PMS database. Disable COS option 608 (SUP ERSE T Room Status Display). All room status updates are applied against the PMS database. Enable COS option 703 (Message Register Applies). To charge guests for outgoing trunk calls. Setting System Options, Form 04 (System Options/System Timers): 3. Enable System Option 04 (Message Waiting and Message Register Clear Print). The message register is cleared in the PABX on checkout. System Option 04 produces a record of it. Also produces a record of messages still waiting on the room telephone. Enable System Option 11 (Automatic Wakeup). To allow the attendant to set automatic wakeups. See also COS option 105, Form 03. Enable System Option 13 (Automatic Wakeup Print). For a record of wakeup cancelations checkout time. Disable System Option 27 (Room Status Audit). All room status updates are applied against the PMS database. Enable System Option 32 (Outgoing Call Restriction). To prevent unauthorized trunk calls after the guest has checked out. Disable System Option 33 (Room Status). All room status updates are applied against the PMS database. Disable System Option 34 (Auto Room Status Conversion and Wakeup Print). All room status updates are applied against the PMS database. at Enable System Option 35 (Property Management System). Define the Data Circuit 4. Form 11: Define a data circuit descriptor to match the RS-232 interface of the PMS in CDE Form 11 (Data Circuit Descriptor Options Subform). The PMS documentation has further details. A typical RS-232 interface for the PMS port is: 7 ASCII data bits No parity One stop bit 1200 baud. Page 2 of 3 4-12 Issue 1 Revision 0 March 1997 Programming Chart 4-2 Programming Hotel/Motel for PMS (continued) Comments Step Action 5. Form 12: Define the data circuit used for connection to the PMS in CDE Form 12 (Data Assignment). Described Practice. in the Customer Data Entry Form 19 ( Dial 0 calls ) 6. 7. If Dial 0 calls are routed for a guest room, program Form 19. Enter Day, Nl and N2. Day, Nl and N2 can be the same number. The Dial 0 point must be a console, a console LDN or subattendant LDN. Note: If Day, Nl and N2 numbers are not provided, it is impossible to set message waiting from the PMS terminal. However, it can be done from the attendant console. Form 34: Configure the dataset port for PMS application in CDE Form 34 (Directed l/O). Described Practice. in the Customer Data Entry Page 3 of 3 March 1997 Issue 1 Revision 0 Hotel/Motel Feature Package Description Attendant Message Waiting Feature Refer to page 2-23. Description: User Information: Telephones: Chart Console: Chart 5-1, page 5-2; Front Desk Terminal: 5-36, page 5-29. Chart 4-3 I rlote: Programming Attendant Message Waiting Chat-t 5-17, page 5-14; Setup and Cancel 1. Front Desk Terminal. Dial 0 calls are routed to a console (Form 19) or a console LDN or subattendant LDN (Form 08). This routing makes sure there is a single place the guest must call to receive messages. If the dial 0 point for the room is not a console or a console or subattendant LDN, the message softkey is not provided on the front desk terminal. 2. Message Waiting industry-standard telephones. Step Setup must be enabled in the COS for the guest room phone that is an telephone. This restriction does not apply to SUPERSET 420and SlJPERSET430 Action Comments Form 03 1. Enable COS option 105 (Attendant Guest Room Key) for the console to access message waiting from the Guest Room softkey. 2. Enable COS option 231 (Message Waiting Bell) for the guest room extension, or COS option 232 (Message Waiting Lamp). Room Telephones. This COS option rings the bell on a room telephone when there is a message waiting. See also System Option 02 (Form 04). COS options 231 and 232 cannot be enabled at the same time. Room Telephones. This COS option lights the message lamp on a room telephone when there is a message waiting. See also System Option 02 (Form 04). COS options 231 and 232 cannot be enabled at the same time. Note: COS option 231 only rings message bells. COS option 232 lights message lamps and rings message bells. Form 04 3. Select System Option 04 (Message Waiting and Message Register Clear Print). This option also enables printing of single-line reports for message register changes. Form 19 ( Dial 0 calls ) 4. If Dial 0 calls are routed for a guest room, program Form 19. Enter Day, Nl and N2. Day, Nl and N2 can be the same number. Note: If Day, Nl and N2 numbers are not provided, it is impossible to set message waiting from the front desk terminal. However, it can be done from the attendant console. 4-14 Issue 1 Revision 0 March 1997 Programming Hotel/Motel Audits Feature Description: Refer to page 2-24 to page 2-30. User Information: Console: Chart 5-3, page 5-3; Front Desk Terminal: to Chart 5-21, page 5-17. Telephones: None Chart 4-4 dote: 1. Programming Attendant Message Register Chart 5-18, page 5-15 Audit This feature allows the attendant to print the message register for all rooms that have a message register count greater than zero. This feature is only used in cases where COS Option 703, Message Register Applies, has been enabled for some extensions. 2. A printer must be assigned Step to the “Hotel/Motel Audit” printout type in Form 34 (Directed IO). Comments Action Form 04 Select System Option 24 (Message Register Audit). 1. Select System Option 25 (Message Register Zero After Audit) to reset all message registers to 0 after an audit request. Chart 4-5 Note: 1. Setting Up Room Status Audit Only rooms with COS option 244, Room Status Applies, 2. A printer must be assigned (Directed IO). to the “Hotel/Motel Audit” printout Action Step COS Option 244 (Room Status Applies) for all extensions for which room status is to apply. Form 04 Enable System Option 27 (Room Status Audit) to allow room status printouts. March 1997 Issue 1 are displayed Revision 0 by the audit. type in CDE Form 34 Comments Form 03 Select enabled Hotel/Motel Feature Package Description Chart 4-6 qote: Step Programming Wakeup Audit 1. A printer must be assigned to the “Hotel/Motel Audit” printout type in CDE Form 34 (Directed IO). 1 Action Comments Form 04 1. Select System Option 13 (Automatic Wakeup Print) to allow wakeup audit printouts and one- line messages to be printed on the system printer whenever a wakeup call is set up, canceled, answered, or an attempt is made to honor the wakeup. L Chart 4-7 Producing an Automatic Audit of Wakeups/ Changing Room Status at a Predetermined Time Comments On Form 04, enable system options. 1” 4-16 Auto Room Status Conversion/Auto Produces an automatic audit of all wakeups in the system every day. This-option also changes the room status. All occupied/clean rooms can be changed to occupied/dirty at a set time. (This room status is the only status that can be changed automatically). The time of day for the printout and the condition change must be set in System Option 56. The default is 0O:OO (midnight). See System Option 56. Auto Room Status Conversion/Auto Wakeup Print Timer Sets the time of day for the automatic daily audit of all wakeups in the system. The default is 0O:OO (midnight).Only applies if System Option 34 is enabled. See System Option 34. issue 1 Revision 0 March 1997 Programming Automatic Feature Wakeur, Description: Refer to page 2-31 to page 2-33. User Information: Console: and Chart 5-22, page 5-19. Chart 5-4, page 5-4; Front Desk Terminal: Chart 4-8 Step Jote: Comments On Form 04, enable System Option 01, 24-hour Clock. Chart 4-9 1. Chart 5-21, page 5-17 Setting System Time Action 1. Hotel/Motel Programming This option sets the system time in 24-hour format; otherwise the system time is in 12-hour format. Guest Room Automatic Wakeup If a guest room telephone is programmed for Automatic Wakeup Routing, the Automatic Wakeup Music option has no effect. 2. System Options 12 (Automatic Wakeup Alarm) and 13 (Automatic Wakeup Print) have no effect on SUPERSET 420 and SUPERSET 430 telephone operation of the feature. 3. Recorded announcements are provided through recording hunt groups. Step Action Comments Form 02 1. Assign an Access Code to Feature 32 (Automatic Wakeup). Form 03 2. Enable COS Option 202 (Alarm Call) and COS Option 244 (Room Status Applies) for the extension. Industry-Standard, SUPERSET 401+, SUPERSET 410 Telephones: Form 04 3. Enable System Option 11 (Automatic Wakeup Enable). System Option 11 is not required for SUPERSET 420 and SUPERSET 430 telephones. Enable System Option 13 (Automatic Wakeup Print) to print CHG BY ROOM, SET BY ROOM, CAN BY ROOM single-line reports. March 1997 issue 1 Revision 0 Hotel/Motel Feature Package Description Chart 4-10 Programming Vote: 1. If a guest room telephone Music option is programmed Attendant Automatic for Automatic Wakeup Wakeup Routing, the Automatic Wakeup has no effect. 2. System Options 12 (Automatic Wakeup Alarm) and 13 (Automatic Wakeup SUPERSET 420 and SUPERSET 430 telephone operation of the feature. 3. Recorded announcements are provided through recording Print) have no effect on hunt groups. 4. System Option 13 can be enabled to print changes to wakeup status. Enabling this option causes a SET BY CON or CHG BY CON message (attendant console) or a SET BY DESK or CHG BY DESK (front desk terminal) to be printed to indicate how the change was made. 5. A printer must be assigned to the “Hotel/Motel Wakeup” printout type in CDE Form 34 (Directed IO) for the status messages for wakeup activity. Audits of wakeups from the console are directed to the Hotel/Motel Audit printer. Comments Action Step Form 03 1. Enable COS option 101 (Attendant O/G Restriction/Room Status Setup) for the console. Enable COS option 202 (Alarm Call) and COS option 244 (Room Status Applies) for the extension. Form 04 2. Enable System Option 11 (Automatic Wakeup Enable). Form 04: Optional. Select System Option 12 (Automatic Wakeup Alarm) to allow the console alarm icon to be flashed, in the event that a wakeup call is not answered within three attempts. This option also generates a maintenance log. Enable System Option 13 (Automatic Wakeup Print) to print single-line reports. Described in Note 4. Select System Option 13 (Automatic Wakeup Print) to allow wakeup audit printouts and one- line messages to be printed on the system printer whenever a wakeup call is set up, canceled, answered, or an attempt is made to honor the wakeup. Select System Option 34 (Auto Room Status Conversion/Auto Wakeup Print) to have an automatic audit of all wakeups in the system every day. This option also changes the room status. Set the time of day for the printout in System Option 56 (Auto Room Status Conversion/Auto Wakeup Print Timer). The default is 0O:OO (midnight). 4-18 Issue 1 Revision 0 March 1997 Programming Hotel/Motel Call Blocking Feature Description: User Information: None. Refer to page 2-34. Console: Chart 5-6, page 5-5; Front Desk Terminal: Chart 4-11 Uote: 1. Programming of this feature. the system. If Call Rerouting Step is to be used, blocked calls are treated Action Enable COS option 113 (Attendant Call Block Key) for the attendant console which can apply call block. Enable COS option 204 (Call Block Applies) for the extensions to which call block will apply. Form 04 March with the feature Enable System Option 09 (Attendant Block). 1997 Issue 1 as Station Illegal Number Comments Form 03 2. All consoles enabled can For all consoles with the feature enabled, the LED associated with the Block hardkey is updated each time that call blocking is turned on or off. When the LED is on, call blocking is enabled. The key and the LED are not operational if the feature is not enabled. 4. 1. Call Blocking This feature allows the attendant to inhibit room-to-room calls by activating call blocking from the console. Calls to the attendant or to extensions without the call blocking COS option selected may be made as usual. The system treats attempted calls between restricted extensions as illegal numbers and gives the calling party reorder tone. Alternatively, call rerouting can be used to intercept blocked calls to an appropriate destination such as the attendant console. 2. Tenanting does not apply to the operation enable or disable Call Blocking throughout 3. None; Telephones: Call Revision 0 Routing. Hotel/Motel Feature Package Description Call Restriction Feature Description: User Information: 5-19; Telephones: Refer to page 2-35. Console: Chart 5-11, page 5-8; Front Desk Terminal: Chart 5-23, page None. Chart 4-12 Programming Call Restriction Note: System Features 32 (Outgoing Call Restriction) and 33 (Room Status) are mutually exclusive. Step Comments Action Form 03 1. Select COS option 101 (Attendant O/G Restriction/Room Status Setup) for the attendant console. Form 04 2. 4-20 Enable System Option 33 (Room Status). Set a default Vacant Room Status Call Restriction typeviasystem Option 57 (Vacant Room Default Call Restriction). By default, vacant rooms (and rooms that become vacant) have their call restriction set to Internal, the most restrictive option. This setting prevents unauthorized calls from vacant rooms. Set a default Occupied Room Status Call Restriction type via System Option 58 (Occupied Room Default Call Restriction). By default, occupied rooms have the call restriction set to Internal, the most restrictive option. Typically, when a room becomes occupied, the guest is provided with a less restrictive setting. Issue 1 Revision 0 March 1997 Programming Hotel/Motel Do Not Disturb Feature Description: Refer to page 2-36. User Information: Console: Chat-t 5-25, page 5-21. Chart 5-7, page 5-6 and Chart58, Chart 4-13 Programming Do Not Disturb Action Step page 5-6; Front DeskTerminal: Comments Form 01 1. Set Access Code for Do Not Disturb. Assign an access code for Do Not Disturb. The same access code sets and cancels Do Not Disturb at a guest room telephone. Form 03 2. Enable COS option 220 for each extension Do Not Disturb will apply to. Guest Room SUFW?SETKey Feature Description: User Information: Refer to page 2-39. None (customer-dependent). Chart 4-14 Note: Programming Guest Room SUPERSET Key Programming A block of guest room SUPERSET 401+, SUPERSET 4 10, SUPERSET 4.20, and SUPERSET 430 tel. ephones can be programmed with speed dial and feature access keys through CDE. It is possible tc program up to three separate blocks of telephones with unique speed dial and feature access keys. Step Comments Action Form 03 1. Enable COS option 244 (Room Status Applies) in the set’s Class of Service. Enter the COS Template Number as well. Form 37 2. March Enter the desired speed dial numbers and feature access keys in CDE Form 37 (Guest Room SUPERSET Keys Template) for the appropriate template. 1997 Issue 1 Revision 0 4-2 1 Hotel/Motel Feature Package Description Maid in Room Feature Description: Refer to page 2-40 and page 2-42. User Information (Enter Maid in Room Telephones: Chat-t , page 5-30. Status): Console: None; Front DeskTerminal: User Information (Maid in Room Status Display): Console: Desk Terminal: Chart 5-28, page 5-23; SUfERSETTelephones: Chart 4-15 Note: Programming None; Chart 5-11, page 5-8; Front Chart 4-16, page 4-22. Maid in Room Status This feature allows the maid to enter a code from the guest room telephone to indicate that the room i! currently being cleaned. Before leaving the room, the maid can enter a second code to indicate that tht room is ready for inspection, or that it is clean. The attendant console, front desk terminal, or a SUPER SETtelephone with the proper COS option can display this information. Step Action Comments Form 02 Assign an access In Room). 1. code to Feature 35 (Maid Form 03 Enable COS option 244 (Room Status Applies) for the extension. 2. Maid in Room Status Display - SUPERSET420and SUPERSET43OTelephones Feature Description: Refer to page 2-42. User Information: Console: Chart 5-38, page 5-31. Chart 4-16 r Note: 1. This feature None; Front Desk Terminal: None; SUPERSETTelephones: Programming Maid in Room Status Display - SUPERSET 420 and SUPERSET 430 Telephones is available Step at SUPERSET 420 and SUPERSET 430 telephones only. Comments Action Form 02 1. Assign an access code to Feature (SUPERSET 4 Telephone Status Display). 40 Maid In Room Form 03 2. 4-22 Enable COS option 608 (SUPERSET- Room Status Display) in the set’s Class of Service. Issue 1 Revision 0 March 1997 Programming Hotel/Motel Message Lamp Test Feature Description: User Information: Refer to page 2-43. None (automatic Chart 4-17 through PABX once programmed). Programming Message Lamp Test Note: Lamp Test only applies to telephones connected to ONS cards in digital bays. Step Comments Action Form 03 1. Enable COS option 232 (Message Waiting Lamp) for the telephones to be tested. This COS option lights the message lamp on a room telephone when there is a message waiting. When this COS option is enabled, COS option 231 cannot be enabled. They are mutually exclusive. Form 04 2. March Enable System Option 02 (Message Lamp Test Enable). 1997 issue 1 Revision 0 This option allows the message waiting lamps on room telephones to be tested automatically. 4-23 Hotel/Motel Feature Package Description Message Register Feature Description: Refer to page 2-43. User Information: Console: Terminal: Chart 5-9, page 5-7 and Chart 5-10, page 5-7; Front Desk Chart 5-31, page 5-25: Telephones: None. Chart 4-18 Note: A printer must be assigned fines where the single-line Programming Message to the “Hotel/Motel Audit” reports are printed. type in CDE Form 34 (Directed IO) to de- Comments Action Step printout Register Form 03 1. Select COS option 703 (Message Register Applies) for the extensions for which counts are to be maintained and for the trunks on which counts apply. Form 03: Optional. Select COS option 230 (Message Register Overflow Alarm) for the extension(s) or trunk(s) for which there is to be a message register overflow alarm indication at the attendant console. The alarm icon on the console flashes and a maintenance log is generated. Form 04 2. Select a value for System Option 49 (Pseudo Answer Supervision Timer) to be applied to trunks in the system that do not provide answer supervision. Form 04: Optional. Select System Option 04 (Message Waiting and Message Register Clear Print) to print a single-line report to the default printer each time that the message register changes, including the case when a message register is cleared by the console. Select System Option 23 (Message Reg. Count Additional Supervisions) to count meter pulses after supervision is received on an outgoing trunk. Select System Option 40 (Message Register Follows Talker) to charge the extension or the console last talking to a trunk with the message register count. 4-24 Issue 1 Revision 0 March 1997 Programming Hotel/Motel Room Status Feature Description: User Information: 5-24; Telephones: Refer to page 2-50. Console: Chart 5-11, page 5-8. Front Desk Terminal: Chart 4-20, page 4-26. Chart 4-19 Uote: 1. Setting Chart 5-30, page up Room Status If System Option 02 (Message Lamp Test Enable) is enabled, when a room’s status is changed from vacant to occupied or from occupied to vacant, the system performs a message lamp test on the telephone in that room. If the test finds the lamp defective (i.e., burnt-out or missing), it raises a minor alarm. 2. System Option 56 (Room Status Conversion/Auto 34 (Auto Room Status Conversion/Auto Wakeup Step Wakeup Print Timer) only applies Print) is enabled. Action if System Option Comments Form 03 1. Select COS option 244 (Room Status Applies) for all extensions for which room status is to apply. Form 04 2. Enable System Option 02 (Message Lamp Test Enable) to allow message lamp testing. This global option applies to the attendant console only. Enable System Option 33 (Room Status). Select System Option 34 (Auto Room Status Conversion/Auto Wakeup Print). See Note 2. March 1997 Issue 1 Revision 0 Optional. 4-25 Hotel/Motel Feature Package Description Room Types and Room Codes Feature Description: User Information: None. Refer to page 2-51. Console: Chart 4-20 None; Front Desk Terminal: Programming None (see Searches); Telephones: Room Types and Room Codes Note: The hotel guest rooms can be divided Each COS has a name associated Step into 50 groups by putting each room type into a separate COS with it. Therefore, the room type can be identified by the COS name. Action Comments Form 03 1. Create a COS for each different room type you have. Assign a name to each COS by using the COS Name softkey. For instance, COS 1 SINGLE single rooms COS 2 DOUBLE double rooms COS 3 NONSMOKS nonsmoking COS 4 NONSMOKD nonsmoking single double The name must be: - unique - up to eight characters in length. 4-26 Issue 1 Revision 0 March 1997 Programming Single-Line Feature Hotel/Motel Reports Description: User Information: Refer to page 2-57. None (automatic Chart 4-21 Step through Enabling PABX once programmed). Single-Line Action Reports Comments Form 04 1. Enable the following system options: 04 Message Waiting and Message Register Clear Print Prints a single-line report to the default printer each time the message register changes, including the case where the message register is cleared by the console. See also: COS option 230 COS option 703. See also the following system options: System Option 49 System Option 23 System Option 40. 13 March 1997 Auto Wakeup Print Issue 1 Allows wakeup audit printouts and single-line reports to be printed on the system printer whenever a wakeup call is set up, canceled, answered, or an attempt is made to honor the wakeup. No effect on SUPERSET 420 and SUPERSET 430 telephones. Revision 0 4-27 Hotel/Motel Feature Package SUPERSETTelephone Description Room Status Display Feature Description: Refer to page 2-59. User Information: Console: Chart 5-39, page 5-32. Chart 4-22 Step None; Front Desk Terminal: Programming Room Status Display SUPERSET 430 Telephones None; SUPERSETTelephones: - SUPERSET 420 and Comments Action Form 02 1. Assign an access code to Feature 36 (SUPERSET 4 Room Status Display). This feature applies to SUPERSET SUPERSET 430 telephones. 420 and The display will show one room at a time. Form 03 2. 4-28 Enable COS option 608 (SUPERSET- Room Status Display) in the set’s Class of Service. Issue 1 Revision 0 March 1997 5 Using The Hotel/Motel Feature Package Hotel/Motel features can be accessed from the Attendant console, Front deskterminal, SUPERSETdisplay telephones, and Industry-standard telephones (including SUPERSET 407+ and SUPERSET 470 telephones). In addition, there are several features that can be accessed directly from the PABX only. Accessing 5.1 Hotel/Motel from the Attendant Table 5-I lists the features Table 5-l Hotel/Motel Console which can be accessed Features Accessed from the attendant from the Attendant console. Console Chart Feature Attendant Message Waiting - Setup and Cancel Chart 5-l : Setting Up Message Waiting - Attendant Chart 5-2: Canceling Message Waiting - Attendant Audits Chart 5-3: Requesting Audits Automatic Wakeup Chart 5-4: Setting Automatic Wakeup Chart 5-5: Canceling Automatic Wakeup Call Blocking Chart 5-6: Setting Up/Removing Call Restriction See Room Status Display Check In Chart 5-13: Searching for available room (VACKLEAN) Call Blocking Chart 5-l 1: Changing the Status of a Room (to OCCUPIED) Check In Chart 5-l 1: Changing the Status of a Room (to VACANT/DIRTY/TO INSPECT) Do Not Disturb Chart 5-7: Setting Up Do Not Disturb - Attendant Chart 5-8: Canceling Do Not Disturb Message Register Chart 5-9: Displaying the Message Register Chart 5-l 0: Clearing the Message Register Reserve Room Chart 5-l 1: Changing the Status of a Room (to RESERVED/GUARANTEED) Room Status DisPfaY (Room OccuPancYf Room Condition, Call Restriction) Chart 5-l 1: Checking/Changing Searches Chart 5-12: Searching for a Particular Room by Number the Status of a Room Chart 5-l 3: Searching for Rooms by Status March 1997 Issue 1 Revision 0 5-l Hotel/Motel Feature Package Description Attendant Message Waiting Setup and Cancel Feature Description: Programming: Refer to page 2-23. Reference Chart 4-3, page 4-l 4. Operation: Chart 5-1 Setting 1. Press FUNCTION. 2. Press the GUEST ROOM softkey. Enter the extension 3. I 4. (room) number. I The attendant 2. The attendant can read messages from another console. Canceling Press FUNCTION. 2. Press the GUEST ROOM softkey. Press the CANCEL for an extension Message 1. 2. The attendant (room) number. guest room extension or - Attendant The CANCEL MSG softkey appears. MSG softkey. The EXIT softkey appears. I can cancel the message If you are connected waiting. sent by another Waiting ( Press the EXIT softkey. Note: I can inform guests that there is a message 1. I 4. The EXIT softkey appears. 1. Enter the extension - Attendant The SEND MSG softkey appears. ( Press the EXIT softkey. Chart 5-2 3. Waiting Press the SEND MSG softkey. Note: 5-2 Up Message to the guest’s Issue 1 waiting extension, Revision 0 indication I after guests call for their message. begin at Step 3. March 1997 Using The Hotel/Motel Feature Package Audits Feature Description: Programming: Refer to page 2-24 to page 2-30. Reference Chart 4-4, page 4-15. Operation: Chart 5-3 Requesting Audits 1. Press FUNCTION. You must not be involved in a call. 2. Press the GUEST ROOM softkey. The AUDITS softkey appears. 3. Press the AUDITS softkey. The AUDIT softkeys appear. For a Message Register REGISTER softkey. For a Room Status Audit: STATUS softkey. Fora Wakeup Audit: 4. Press the MSG Press the ROOM Press the WAKEUP softkey. When you are finished, press the EXIT softkey. Note: March Audit: 1997 1. Message Register Audit. The message message registers. The room extensions register count is given for each. 2. Room Status Audit. A four-part audit report can be printed on the system printer showing all extensions with room status. One section lists vacant rooms, one lists occupied rooms, one lists reserved rooms, and one lists guaranteed rooms. Each contains a subsection for clean rooms, dirty rooms, inspected rooms, and out of service rooms, and shows the call restriction and maid in room status of each room. 3. Wakeup Audit. The attendant can get a printout showing the wakeup times for all extensions with active wakeups set. The audit can also be printed automatically daily at a predetermined time. The audit report lists all room numbers and the wakeup time currently set for each. Issue 1 Revision 0 register audit is a printout showing all non-zero are printed in numerical order, and the current 5-3 Hotel/Motel Feature Automatic Feature Package Description Wakeup Description: Programming: Refer to page 2-31 to page 2-33. Reference Chart 4-8, page 4-17 to Chart 4-10, page 4-18. Operation: Chart 5-4 Setting Automatic 1. 1 Press FUNCTION. 2. Press the GUEST ROOM softkey. 3. Enter the extension 4. Press the SET WAKEUP softkey. 5. Enter the wakeup 6. If the wakeup time is in the morning, press the SET softkey. 7. If the wakeup time is in the afternoon, softkey. 8. When you are finished, press the EXIT softkey. Note: (room) number. The SET WAKEUP softkey appears. The prompt to enter wakeup time appears. When a valid wakeup time is dialed, the softkeys change. time. press the PM 1. To set wakeup time while you are talking to the guest, begin at Step 4. 2. If a wakeup is set or changed by the attendant console, and the system option to print these changes has been enabled, a SET BY CON or CHG BY CON message is sent to the terminal (SMDR) or to the printer to indicate who made the change and when it was made. 3. A valid wakeup time has the format HH:MM where HH is between and 00 and 11 for IPhour clocks, and MM is 00 to 59. Chart 5-5 Canceling 5-4 Wakeup 1. Press FUNCTION. 2. Press the GUEST ROOM softkey. 3. Enter the extension (room) number. 4. Press the CLR WAKEUP softkey. Issue 1 Automatic Revision 0 00 and 23 for 24-hour clocks Wakeup The CLR WAKEUP softkey appears. March 1997 Using The Hotel/Motel Feature Package Call Blockina Feature Description: Programming: Refer to page 2-34. Reference Chart 4-11, page 4-19. Operation: I I Chart 5-6 Setting Up/Removing Call Blocking To Block Calls: The associated Press the BLOCK hardkey. 1. LED is lit. All calls are blocked between all extensions with the call block option (204) enabled in their COS. To Remove The associated Press the BLOCK hardkey. 1. I Call Blocking: I LED is turned off. 1 Call Blockina is removed. Call Restriction Feature Description: Programming: Refer to page 2-35. Reference Chat-t 4-l 2, page 4-20. See Chart 5-11, Checking/Changing March 1997 Issue 1 Status of a Room on page 5-8. Revision 0 I Hotel/Motel Feature Package Description Do Not Disturb Feature Description: Programming: Refer to page 2-36. Reference Chart 4-13, page 4-21. Operation: Chart 5-7 Setting Up Do Not Disturb - Attendant To Set Up Do Not Disturb: 1. Press FUNCTION. 2. Press the GUEST ROOM softkey. 3. Enter the extension The NO DISTB softkey appears. DND appears in the top line of the display._ (room) number. Press the NO DISTB softkey. 4. I 5. ( When you are finished, press the EXIT softkey. Note: If you are connected with the extension, Chart 5-8 Canceling 1 begin at Step 4. Do Not Disturb - Attendant To Cancel Do Not Disturb: 1. Press FUNCTION. 2. Press the GUEST ROOM softkey. 3. Enter the extension 4. Press the NO DISTB softkey. 5. When you have finished, press the EXIT softkey. Note: 5-6 (room) number. 1. If Do Not Disturb is set on an extension, example, COS 12 COR 01 DND. 2. If you are connected with the extension, Issue 1 The NO DISTB softkey appears. DND disappears from the top line of the display. DND appears on the top line of the display, for begin at Step 4. Revision 0 March 1997 Using The Hotel/Motel Feature Package Message Register Feature Description: Programming: Refer to page 2-43. Reference Chart 4-l 8, page 4-24. Operation: I Chart 5-9 Displaying the Message 1. Press FUNCTION. 2. Press the GUEST ROOM softkey. 3. Enter the extension Note: Message registration allows the system to accumulate the number of completed call units (local and long distance) made from an extension. An alarm can be generated at the attendant console when a message register overflows. Message registration can apply to extensions and trunks. Clearing the Message Register ) Press FUNCTION. 2. Press the GUEST ROOM softkey. 3. Enter the extension 4. Press the CLR REG softkey. Note: March The message register count is shown in the first position on line 2 of the display. (room) number. Chart 5-10 1. Register for an Extension 1997 Clearing If there is a message register count, the CLR REG softkey is displayed. (room) number. the register may result in having Issue 1 a single-line Revision 0 report printed (if programmed). I Hotel/Motel Feature Room Status Feature Description Display Description: Programming: Package Refer to page 2-50. Reference Chart 4-l 9, page 4-25. Operation: I Chart 5-I 1 Checking / Changing Status of a Room (Call Restriction, Room Occupancy, Room Condition, Maid) 1. Press FUNCTION. 2. Press the GUEST ROOM softkey. 3. Enter the extension 4. Press the STATUS softkey. (room) number. The STATUS softkey is displayed. The second line of the display shows the room’s status. For example, Status = Vac/Dirty/lnt/Maid means the room is vacant, dirty, has internal telephone privileges, and has a maid in it. The Room Status softkeys are displayed. These softkeys change according to the status of the room. For instance, if the room is dirty, the CLEAN softkey appears. If the room is clean, the DIRTY softkey appears. The second line of the display shows the room’s status. To Change any Element of the Room Status: 1. Press the softkey for the desired status. Note: The MORE... softkey returns you to the previous display. 1. The status of a room can be checked from an idle console (begin at Step 1) or while the attendant is in conversation with the room to be checked (begin at Step 4). 2. The abbreviations and softkeys used in the display are shown in Table 5-2. 5-8 Issue 1 Revision 0 March 1997 1 Using The Hotel/Motel Feature Package Table 5-2 Room Status Status Abbreviation shown on display line Vacant Vat VACANT Occupied occ OCCUPIED Clean Clean I Dirty Internal Softkey Int Room is not rented I to a guest. Room is rented to a guest. CLEAN I Room has been cleaned by maid. I Dirty I Meaning Name DIRTY 1 Room has not been cleaned by maid. INTERNAL 1 Room can only make internal telephone calls. Local Lot LOCAL Long Distance LD LONG DIST Room can make internal, local, and long distance calls. Maid in Room Maid No Softkey At present a maid is in the room. Reserved Res RESERVED Guaranteed Gua GUARANTEED Out of Service Serv. OUT OF SERVICE To be Inspected Insp. TO INSPECT March 1997 Issue 1 Room can make internal and local calls. Room is being held for a certain time. After that time, it can be rented out to someone other than the person who reserved it. Room is guaranteed occupied. to be paid for but not yet Room is not in service. Room has been cleaned by a maid, but is to be inspected by the supervisor. Revision 0 Hotel/Motel Feature Package Description Searches Feature Description: Programming: Refer to page 2-51 to page 2-57. None required for Search facility. Operation: I Chart 5-12 Searching for a Particular 1. Press the GUEST ROOM softkey. 2. Enter the room number you want to check. Chart 5-13 Searching for Rooms (Room Status, Room Condition, 1. Press FUNCTION. 2. Press the GUEST ROOM softkey. To list rooms by status, press the VACICLEAN softkey, the RESKLEAN softkey, or the OUT OF SERV. softkey. To list rooms by status beginning at a particular room number, press the ROOM NUMBER softkey. 5-10 I The status information is provided on the second line of the LCD display in the status section. 1 by Status Maid) Search selections To list rooms with Maid in Room status, press the MAID softkey. 3. Room by Number are displayed. The LCD displays the numbers of up to 10 rooms that have this status. If there are more rooms, the MORE softkey appears. The LCD shows the numbers of up to 10 rooms that have this status. if there are more rooms, the MORE softkey appears. You are prompted to enter the room number. A valid room number results in the 10 rooms following the entered number being displayed. Press the MORE... softkey to see the next group of room numbers. Issue 1 Revision 0 March 1997 Using The Hotel/Motel Accessing 5.2 Hotel/Motel The features Feature Package with a Front Desk Terminal that can be accessed from the front desk terminal are shown in Table 5-3. Table 5-3 Hotel/Motel Features Accessed from the Front Desk Terminal Feature Chart Access Chart 5-14, Accessing the Hotel/Motel Attendant Message Waiting SetuP and Cancel Chart 5-17, Setting Up/Canceling Audits Chat-t 5-21, Requesting Front Desk Application Message Waiting - Attendant Room Status Audits Chart 5-18, Printing a Message Register or Wakeup Audit Chart 5-19, Requesting Automatic Wakeup a Room Type Audit Chart 5-21, Setting Automatic Wakeup Chart 5-22, Canceling A Wakeup Call Check In Chart 5-35, Searching for a Particular Room Type (VACANT) Chart 5-31, Changing the Occupancy Check Out Chart 5-24, Checking Out Guest Names Chart 5-26, Entering Guest Names Chart 5-27, Removing Field (OCCUPIED) Guest Names Do Not Disturb Chart 5-25, Setting /Clearing Do Not Disturb Call Privilege Chart 5-23, Changing Message Register Chart 5-31, Clearing the Message Register Reserve a Room Chart 5-31, Changing the Occupancy (RESERVED or GUARANTEED) Field Room Status Display Chart 5-31, Changing the Occupancy Field Chart 5-30, Changing the Condition the Call Privilege Field Chart 5-28, Checking the Maid in Room Status Searches Chart 5-32, Guest Search Chart 5-33, Searching for Particular Rooms Chart 5-34, Searching for a Guest Room by Number Chat-l 5-35, Searching March 1997 Issue 1 Revision 0 for a Particular Room Type 5-1 1 Hotel/Motel Feature Chart 5-14 Package Accessing Description the Hotel/Motel 1. Enter: M[onitor] HM (letters shown in [...I are optional.) 2. Enter a 1 or a 2 and press Enter. Feature Package from a Front Desk Terminal The screen displays: Ringing Connected Once connected, the screen displays: 1 - VT 100 Compatible 2 - IBM PC SELECT A TERMINAL TYPE The display shows: ENTER A PASSWORD 3. lfyou have made the wrong choice, use the Delete key, or drop the data call by using a special key if one is provided, or the dataset disconnect button, or waiting for the inactivity timeout to occur (approximately 10 seconds). 4. Enter the password of the CDE supervisor (if you are going to enter or change guest information) or CDE attendant (if you are going to request audits, look at information, or do a room search). If a password is not entered accurately, an error message states: Incorrect Password Entered. The password must contain numeric characters only. The House Statistics screen is displayed (Figure 5-l). If the attendant-level password was used, the Room Update softkey is not displayed. Note: 5-12 Once the PABX is operational, access to the hotel/motel application from the front desk terminal is via the DTRX monitor command. (Some messages may vary depending on systems options programming.) Issue 1 Revision 0 March 1997 Using The Hotel/Motel HOUSE STATISTICS IO:50 2.5 - May-l 994 House Statistics as of lo:43 36 Occupied: 15 1 : 28 : 17 : 17 :1 :3 Enter the last name: Black MITEL Front Desk Summary Reserved: Room Condition Summary Clean To be cleaned To be inspected Not in service Maid in room Package 2.5MAY-1994 Guest Room Occupancy Vacant: Feature 0 Guaranteed: 12 Features Usage Summary Do Not Disturb ON Wake Up Set Message Waiting ON Non Zero Msg Regs Call Blocking :o : 36 : 21 : 14 : off 1 Room Update 2 3 Room Search 4 5 Guest Search 6 Quit 7 8 Audits 9 0 Refresh Figure 5-I House Chart 5-15 1. Statistics Refreshing 1 Screen If there has been a change to the occupancy summary, room condition summary, or features usage summary, the totals are recalculated and displayed. The date and time are updated to show the current date and time. The House Statistics screen presents a summary of room occupancy, room condition , and features usage. This summary is recalculated every time the House Statistics screen is newly displayed. When the House Statistics screen has been displayed for a period of time, the Refresh softkey is used to recalculate the totals. Chart 5-16 1. Return to the House Statistics screen. 2. Press the Quit softkey. 1997 after Log On the House Statistics On the House Statistics screen, press the Refresh softkey. Note: March Screen Issue 1 Logging Revision 0 Off 5-13 Hotel/Motel Feature Attendant Message Waiting Setup and Cancel Feature Description: Programming: Package Description Refer to page 2-23. Reference Chart 4-3, page 4-14. Chart 5-17 Setting Up/Canceling Operation: Attendant Message Waiting I To Set A Message: 1. From the House Statistics screen or a search display screen, press the Room Update softkey. 2. Enter the room number. 3. On the Room Update screen, Message softkey. The Room Update screen appears. A Clear MSW softkey appears. press the Set To Clear A Message: 1. On the Room Update screen, press the Clear MSW softkey. Note: 5-14 The Message Waiting field is blanked and the Set Message softkey appears. 1. Setting or clearing messages is done from the Room Update screen. When setting orclearing a message, the data field pointers ( > and c) can be on any field that provides softkeys. (The Name fields do not provide softkeys.) 2. Setting and clearing messages are mutually room, the Set Message softkey is displayed. Clear MSW softkey is displayed. 3. There could already be a message waiting for a room (the message would from another device such as a console or another terminal). If so, when the softkey is pressed, the user is informed that the room has a message waiting message cannot be set. A Clear MSW softkey appears. The waiting message before the second message can be set. 4. Set-to-set messages are transparent to the front desk terminal. If a SUPERSETguest room telephone has left a message for another SUPERSETguest room telephone, it is not shown as a message indication on the front desk terminal. Issue 1 Revision 0 exclusive. If there is no message waiting for a If there is a message waiting for a room, the have been set Set Message and the present must be cleared March 1997 Using The Hotel/Motel Feature Package Audits Feature Description: Programming: Refer to page 2-24 to page 2-30. Reference Chart 4-4, page 4-15 to Chart 4-7, page 4-l 6. Operation: Chart 5-18 Printing a Message Register 1. From the House Statistics screen, press the Audits softkey. 2. For a Message Reg. softkey. Register audit: Press the Msg. Press the Wakeup For a Wakeup Audit: softkey. or Wakeup Audit The Audit softkeys are displayed (MSG REG and WAKEUP). A report of all guest rooms with a message registergreaterthan zero is printed. A report of all guest rooms with a wakeup call enabled is printed. The format of each repot-t is the same as the format of a report when a console is used to request a report from the basic hotel/motel system. 3. After you have finished, press the Quit softkey. Note: 1. Message Register Audit. The message message registers. The room extensions count is given for each. register audit is a printout that shows all non-zero are printed in numerical order and the current register Wakeup Audit. The wakeup audit is a printout that shows the wakeup times for all extensions with active wakeups set. The audit can also be printed automatically daily at a predetermined time. The audit report lists all room numbers and the wakeup time currently set for each. 2. Pressing the associated softkey starts the audit print. The screen displays indicate that printing has begun. Chart 5-19 Printing a message to a Room Type Audit From the House Statistics screen, press the softkey. The Audit softkeys are displayed. 2. Fora Room Type Audit: Press the Room Type softkey. 3. Enter a valid room code. 4. Press the Return When a Room Type Audit is requested, you are prompted to enter a room code for the type of room you want information on. It is not possible to print an all room types audit by using 0. An audit of all rooms of that type is printed. 5. When you have finished, press the Quit softkey. 1. Audits Note: March 1997 hardkey. 1. Room Type Audit. A room type audit is a printout instance, all single rooms. 2. Pressing begun. the associated Issue 1 that shows all rooms of a particular softkey starts the audit print. No message Revision 0 confirms type, for that printing has 5-15 Hotel/Motel Feature Package Description Chart 5-20 Printing Room Status Audits 1. On the House Statistics screen, press the Audits softkey. The Room Status softkey is displayed. 2. Press the Room Status softkey. The room status softkeys are displayed. 3. Printinga softkey. The vacant room audit is printed. VacantRoomAudit:PresstheVacant Printing an Occupied Room Audit: Press the Occupied Room softkey. The Occupied room audit is printed. Printing a Reserved Room Audit: Press the Reserved Room softkey. The Reserved room audit is printed. Printing a Guaranteed Room Audit: Guaranteed Room softkey. The Guaranteed Printing a To Clean Audit: softkey. Press the Press the To Clean Printing a To Inspect Audit: Inspect softkey. Press the To 4. Type the room code and press Return. 5. Printing an All Rooms Audit: Rooms softkey. 6. To return to the main Audits menu, press the Quit softkey. Note: The Rooms to be Cleaned audit is printed. The report lists all rooms that are currently dirty. The Rooms to be Inspected audit is printed. The report lists all rooms with status set to Inspect. For each of these audits, you are prompted to enter the code for the room type, or 0 for all rooms. The vacant, occupied, reserved, and guaranteed room audits are combined into a single printout. Each section has the same format. 1. This mode of operation allows various types of audits to be generated on demand. The audit mode of operation is entered from the House Statistics screen. Pressing the Audits key does not update the terminal screen. The softkeys are updated to show the various audit types. 2. 5-16 Press the All room audit is printed. A maintenance log is generated if the Hotel/Motel printer fails. Issue 1 Revision 0 March 1997 Using The Hotel/Motel Feature Package Automatic Wakeup Feature Description: Programming: Refer to page 2-31 to page 2-33. Reference Chart 4-8, page 4-I 7 to Chart 4-l 0, page 4-18. Operation: Chart 5-21 To set wakeup 1. Setting an Automatic Wakeup time: From the House Statistics screen, press the Room Update softkey. 2. Enter the room number. The Room Update screen is displayed. 3. On the Room Update screen, move the shaded bar to the wakeup field and press the Set Wakeup softkey. The Prompt Enter Wakeup Time (hh:mm) is displayed. The softkeys disappear (Figure 5-2). 4. Enter the time, and press Return. Only the number keys, up/down arrow keys, and the Deleteand Return hardkey are valid when setting the time. Time must be entered as four digits. (The Delete hardkey deletes the last digit entered. It cannot be used after the Return hardkey has been pressed.) Once four digits are entered, Cancel, Enter, and AM/PM softkeys (if the 12-hour clock option is enabled) appear. For 12-hourformats, press the PM softkey if you are setting an afternoon time. 5. The prompt Press Enter to confirm Wakeup Time appears. Any time entered in the 12-hour format is assumed to be morning time unless the PM softkey is pressed. A 24-hour setting is accepted as valid in the 12-hour format. It is automatically converted to a 12-hour format The AM/PM softkey toggles between AM and PM. AM is the default. To correct 1. an error: Use the Delete hardkey to delete the last digit of the time (digit by digit). Page 1 of 2 March 1997 Issue 1 Revision 0 5-17 Hotel/Motel Feature Package Description Chart 5-21 To cancel a change Setting to the Wakeup an Automatic Wakeup I Time: You must have entered the complete time (the full four digits). If you are setting the wakeup time and decide not to, press the Cancel softkey. 1. (continued) The shade bar moves to the next programmable field, and leaves the wakeup field unchanged. 2. To continue making changes, press the Return hardkey. To end, press the Enter softkey. Page 2 of 2 Note: 1. When the highlight bar is in the Wakeup field on the Room Update screen, the Set Wakeup softkey appears. If a wakeup time has already been set, a Set Wakeup and a Clear Wakeup softkey appear. 2. If a wakeup is set or changed by the front desk terminal, and the system option to print these changes has been enabled, a SET BY DESK or CHG BY DESK message is printed to indicate how the change was made. 29-05-94 12:05 GUEST ROOM UPDATE Guest Name : Smith , Mary Occupancy : occ Condition Call Privilege : CLEAN : LOCAL Mite1 Front Desk Room Number Room Type : 1102 : Single Message Waiting : : Do Not Disturb Message Register Wakeup Time r------------------- 1 1 Enter Wakeup Time (hh:mm) L-----------L------1 6 Then press Return 2 3 FJ 5 7 8 9 0 Figure 5-18 1 5-2 Issue 1 Wakeup Revision 0 Time Prompt March 1997 Using The Hotel/Motel Chart 5-22 Canceling a Wakeup 1. On the Room Update screen, move the shaded bar to the wakeup field and press the Clear Wakeup softkey. 2. To continue making changes, press the RETURN hardkey. Feature Package Call The wakeup is cleared. The shade bar moves to the next field that can be modified. To end, press the Enter softkey. When a wakeup time is set, a Clear Wakeup softkey is displayed. Note: CalI ReStriCtiOn Feature (known as Call Privilege Description: Programming: on Front Desk Terminal) Refer to page 2-35. Reference Chart 4-12, page 4-20. Operation: Chart 5-23 Changing Call Privilege 1. On the Room Update screen, move the shaded bar to the call privilege field and press the Show Choices softkey. 2. Press the softkey for the call privilege setting you want. 3. Continue making changes, or The call privilege softkeys are displayed: Internal: Most restrictive setting. Can only make internal calls. Local: Can only make local calls. Long Distance: Least restrictive setting. Can make long distance, local and internal calls. The shaded bar is automatically moved to the next field that can be changed. To end and save all changes, press the Enter softkey, then the Quit softkey. To end and not save the changes, press the Quit softkey and follow the instructions given. If no changes are necessary, softkey. Note: March 1997 press the Quit The guest room phone can be restricted from making certain calls. Issue 1 Revision 0 5-19 Hotel/Motel Feature Package Description Check Out Feature Description: Programming: Refer to page 2-36. None required. Operation: Chart 5-24 Check Out (Single Key) 1. On the Room Update screen, move the shaded bar to the Occupancy field. The Check Out softkey is displayed. 2. Press the Check Out softkey. The room occupancy field is set to Vacant. The room condition is set to Dirty. The call restriction is set to the setting specified in System Option 57 (vacant/default call restriction). The Cancel softkey and the Enter softkey appear. 3. To cancel the checkout, press the Cancel softkey. 4. To complete the checkout, softkey. Note: 5-20 press the Enter A prompt appears: Press Enter to complete check out. All original information is displayed. The guest name is blanked out. Do Not Disturb is disabled (if set). Message waiting is cleared. Wakeup time is cleared. Message register is cleared. The check out softkey is a simple method of checking occupancy setting of the guest room is Occupied. Issue 1 Revision 0 out a guest. It is only provided March when the 1997 Using The Hotel/Motel Feature Package Do Not Disturb Feature Description: Programming: Refer to page 2-36. Reference Chart 4-13, page 4-21. Operation: Chart 5-25 Setting / Clearing Do Not Disturb I To Set Do Not Disturb: 1. On the Room Update screen, move the shaded bar to the DND field and press the DND softkey. The field shows ON. To Clear Do Not Disturb: 1. On the Room Update screen, move the shaded bar The field goes blank. to the DND field and press the DND softkey. Note: 1. 2. March 1997 This feature prevents This field is displayed calls from reaching if DND is programmed Issue 1 Revision 0 the guest room extension. in the extension’s COS. Hotel/Motel Feature Package Description Guest Names Feature Description: Programming: Refer to page 2-38. None required. Operation: Chart 5-26 Entering 1. Display the Room Update screen. 2. Enter the last name (up to 15 alpha/numericcharacters) in the Guest Name field. 3. Press the Return hardkey. Guest Names On the Room Update screen, the guest name field is highlighted if the occupancy status of the room is vacant. You are prompted to enter the last name. While a name is being entered, no softkeys are provided. All names are stored and displayed as uppercase, even if they are entered in lowercase. Note: If you use an arrow key to move to the next field, the data you entered is lost. The new data is displayed. The shade bar moves to the beginning of the next field. You are prompted to enter the guest’s first name, and then press Return. 4. Enter the first name (up to six characters) in the next field. 5. Press the Return 6. Press the Enter softkey. Note: 5-22 hardkey. The shade bar moves to the beginning of the next field. The new data is displayed. The information is entered in the database. The Enter softkey is displayed only if the Occupancy field is not set to Vacant. 1. If a copy database is in progress when a name update is requested (the Enter key is pressed), the name is not saved. A warning message is displayed. Any other information entered on the form is saved. 2. A guest name cannot be stored if the Occupancy field is set to Vacant. Issue 1 Revision 0 March 1997 Using The Hotel/Motel Chart 5-27 Removing Feature Package Guest Names To blank out a name in either guest name field: 1. Go to the Room Update screen. 2. Use the cursor keys to move the shaded bar to the name field to be blanked out. 3. Press the spacebar. 4. Press the Return hardkey. 5. Press the Enter softkey. Note: The name is blanked out. The name is removed from the database. The name fields are automatically blanked out when the Check Out softkey is used. Maid in Room Display Feature Description: Refer to page 2-40. Programming: Chart 4-l 5, page 4-22. Operation: Chat-t 5-28 1. Checking the Maid in Room Status On the Room Update form, check the field below the Guest name fields (this field does not have a title). Note: If this field has Maid in Room displayed, the maid is currently in that room. Nothing is displayed if the maid is not in the room. Also see Search for Maid in Room. Message Register Feature Description: Refer to page 2-43. Programming: Reference Chart 4-18, page 4-24. Operation: March 1997 Issue 1 Revision 0 5-23 Hotel/Motel Feature Package Description Chart 5-29 Clearing the Message Register 1. On the Room Update screen, move the shade bar to the message register field. The shade bar only highlights this field if the count is greater than zero. 2. Press the Clr Msg Reg softkey. Yes and Cancel softkeys appear. 3. To clear the register, press Yes. The message register is reset to zero. If you decide that you don’t want to clear the register, press Cancel. The message register is not cleared. Press Enter. The message register is cleared. The shade bar moves to the next field. 4. Note: 1. When the Message Registerfield is highlighted, resets the message register to zero. 2. This field is only displayed 3. A single-line if Message a Clear Msg Reg softkey appears. RegisterApplies(COS report can be automatically generated This softkey 703) is enabled for a guest room. before clearing. Room Condition Feature Description: Programming: Refer to page 2-45. Reference Chart 4-l 9, page 4-25. Operation: Chart 5-30 Changing the Condition 1. From the House Statistics screen or a search screen, press the Room Update softkey. 2. On the Room Update screen, move the shaded bar to the Condition field. 3. Press the Show Choices Field The Room Update screen is displayed. The screen changes. The four states are presented as softkeys. They are: softkey. Clean Room has been cleaned by a 4. Select one of the choices by pressing the key associated with it. maid. Dirty Room has not been cleaned. Out of Serv Room is not in service. To Inspect Room has been cleaned by a maid but must be inspected by a supervisor. The field is updated and the shaded bar passes to the next field. An Enter softkey appears. Or, if you decidethat you don’t want to make a change, press the Cancel softkey. 5. If you have other changes to make, continue to make changes in the data fields. If you have no other changes to make, press the Enter softkey. 5-24 Issue 1 Revision 0 The changes are saved in the database. March 1997 Using The Hotel/Motel Feature Package Room Occupancy Feature Description: Programming: Refer to page 2-48. Reference Chart 4-19, page 4-25. Operation: Chart 5-31 Changing the Occupancy 1. From the House Statistics screen or a search screen, press the Room Update softkey. 2. On the Room Update screen, move the shaded bar to the Occupancy field. 3. Press the Show Choices 4. Select one of the choices by pressing the key associated with it. softkey. Field The Room Update screen is displayed. The screen changes. The four states are presented as softkeys. They are: Vacant Room is not occupied. Occupied Room is occupied. Reserved Room is being held until a certain time. After that, the room can be rented out to someone other than the person who had reserved it. Guaranteed Room has a guaranteed reservation. The field is updated and the shaded bar passes to the beginning of the next field. The Enter softkey appears. Or, if you decide that you don’t want to make a change, press the Cancel softkey. 5. If you have other changes to make, make changes in the data fields. continue to If you have no other changes to make, press the Enter softkey. Note: March 1997 The changes are saved in the database. The Occupancy field is used to indicate room availability. Issue 1 Revision 0 5-25 Hotel/Motel Feature Package Description Searches Feature Description: Programming: Refer to page 2-51 to page 2-57. None required for Search facility. Operation: Chart 5-32 Guest Search From the House Statistics screen, press the Guest Search softkey. 1. The display does not change. The softkeys are blanked. To display the next nine names meeting the search criteria, press the Page Down softkey. 4. You are prompted to enter the last name being searched for. You can enter part of a name, for instance, BLA. All the names with BLA as the first letters would be displayed. If a match is found, the room that is matched, or the room that is the closest matched, is displayed first, followed by the next eight rooms in alphabetical order. This key appears if there are any more names in the system. They are displayed in alphabetical order. To display the previous nine names meeting the search criteria, press the Page Up softkey. This key only appears if there is at least one name that has scrolled off the top 5. To search for other names, use the Guest Search softkey. This softkey can be used as a “Guest 6. 1 To return to the House Statistics screen, press the I To go to the room update screen that displays information about the indicated room, press the Note: 5-26 All guest rooms are searched for a matching name string. The string entered must match with the first letters of the last name field. The first name is used to determine the order for guests whose last names are identical. If first names are also the same, the guest who checked in last is displayed first. Issue 1 Revision 0 March 1997 Using The Hotel/Motel Chart 5-33 Searching for Particular Feature Package Rooms 1. From the House Statistics screen, press the Room Search softkey. The softkeys show the various kinds of searches that can be selected. 2. Press the appropriate You are prompted to enter the code for the kind of room that you want to search: for instance, all single rooms. softkey. 3. Enter the room code, or 0. 4. To display the next nine rooms meeting the search criteria, press the Page Down softkey. This key appears only if at least one room has scrolled off the top of the display. To display the previous nine rooms meeting the search criteria, press the Page Up softkey. 5. The wild card (0) is used to search all room types. All rooms meeting the search requirements are displayed in a lowest to highest sequence by room number. This key appears only if at least one more room matches the search criteria. To return to the main room search menu, press the Quit softkey. To go to the room update screen that displays information about the indicated room, press the Room Update softkey. Note: Rooms can be searched for on the basis of: vacant/clean, dirty, reserved, or guaranteed. Chart 5-34 1 4. Searching for a Guest vacant, maid in room, out of service, Room by Number The softkeys show the various kinds of searches that can be selected. On the House Statistics screen, press the Room You are prompted Number. to Enter the Room The specified room is listed first, followed by up to eight following room numbers. Press the Return hardkey. If the room number entered is not valid, the following prompt appears: Room not found. Press Enter to search for another. To search for another room, or to do a different type of search, press the Quit softkey. Note: March 1997 The Room Number softkey is used to search Issue 1 Revision 0 for a particular guest room. 5-27 Hotel/Motel Feature Package Description Chart 5-35 5 Searching for a Particular From the House Statistics screen, press the 1 Room Type The softkeys show the various kinds of searches that can be selected. You are prompted to enter the code for the kind of rooms you want to search: for instance, single rooms. If 0 is entered, all guest rooms are displayed in order of room number. 3. Enter the code for the room type, or enter 0 for all room types. 4. Press the Return hardkey. 5. To display the next nine rooms, press the Page Down softkey. All rooms of the required type are displayed in numerical order. This key only appears if at least one more room matching the search criteria exists. To display the previous nine rooms meeting the search criteria, press the Page Up softkey. This key appears only if at least one room has scrolled off the top of the display. If the room code entered is not valid, the following prompt appears: No Rooms Found. Enter Choice. If the room code entered is over 50, the terminal beeps and the code is not accepted. To search for another room type, press the i Note: 1. The Room Type softkey is used to search for a particular room type, such as single rooms or double rooms. 2. 5-28 Each type of room has a distinct COS programmed in CDE. This COS number is the code for that type of room. There can be up to 50 COS. Issue 1 Revision 0 March 1997 :’ Using The Hotel/Motel Accessing Hotel/Motel Feature Package with a Telephone The features which can be accessed from SUPERSET display telephones, SUPERSET47Q and SUPERSET 407+ telephones, or industry standard telephones are shown in Table 5-4. 5.3 Table 5-4 Hotel/Motel Features Accessed from Telephones Feature Attendant Message Message Retrieval Chart Waiting - Guest ROOm Chart 5-36 Retrieving a Message Maid in Room Chart 5-37 Changing the Maid in Room Status from the Room Telephone Maid in Room Status Display Chart 5-38 Monitoring Maid in Room Status from a SUPERSET Display Telephone SUPERSETTelephone Chart 5-39 Monitoring Room Status from a SUPERSET Display Telephone Attendant Feature Room Status Display Message Waiting - Guest Room Message Retrieval Description: Programming: Refer to page 2-23. Reference Chart 4-3, page 4-l 4. Operation: Chart 5-36 Retrieving a Message industry-standard Telephones, SUPERSET 407+, and SUPERSET 410 Telephones 1. Call the attendant SUPERSET 1. March 420 and SUPERSET 430 Telephones Press the Message 1997 for the message. key or the MSG softkey. Issue 1 Revision 0 A message waiting indication at your set is a continuously flashing lamp on the extension (if equipped) and/or a distinctive ringing pattern every 20 minutes. The set rings with this distinctive ringing pattern if the extension had been busy, had Do Not Disturb set, or until Message Waiting is canceled. The attendant reads the message and cancels the message waiting indication. A message waiting indication is shown on the set’s display. Follow the display instructions to retrieve your message. 5-29 Hotel/Motel Feature Package Description Maid in Room Feature Description: Programming: Refer to page 2-40. Reference Chart 4-15, page 4-22. Operation: Chart 5-37 Changing Maid in Room Status from the Room Telephone Maid 1. 2. On entering the room, pick up the handset and dial the Maid In Room access code and the code for Maid in Room, then hang up. When you have finished in the room, pick up the handset and dial the Maid in Room access code and the code for Room to be Inspected, Maid not in Room. If you leave the room without finishing yourjob, dial the code for No Maid in Room. For example, 111 could be the Maid in Room access code. 1 means maid is in room. The number to be dialed is 1111. 4 means room to be inspected, maid is not in room. The number to be dialed is 1114. 2 means no maid is in room. The number to be dialed is 1112. Hang up after you dial. Supervisor 3. Enter the room and check it. If satisfactory, enter the Maid in Room access code and the code for Room Clean, Maid not in Room, then hang up. Note: 5-30 3 means room. room clean, maid isnot in The number to be dialed is 1113. At any time, the current room status can be displayed on the console, a front desk terminal, a SUPERSET 420 or a SUPERSET telephone. See Maid in Room Status Display SUPERSET 420, and SUPERSET 430 Telephones. Issue 1 Revision 0 March 1997 Using The Hotel/Motel Maid in Room Status Display - SUPERSET4ZUand SUpERsET Feature Package Telephones Feature Description: Refer to page 2-42. Programming: Reference Chart 4-16, page 4-22. Operation: Chart 5-38 Monitoring Maid in Room Status from SUPERSETDisplay 1. Dial the access code for Maid In Room Status Display. 2. Press the arrow softkey to display these other guest room extension numbers. Telephone SlJPERSET420:The LCD displays the extension numbers of the first two rooms that have maid in room codes entered. If there are more rooms, the arrow softkey appears. SUPERSET430:The LCD displays the extension numbers of the first 10 rooms that have maid in room codes entered. If there are more rooms, the arrow softkey appears. SUPERSET 420: The rooms are displayed two at a time. SUPERSET 430: The rooms are displayed 12 at a time. When the last room number is displayed, the arrow softkey no longer appears. 3. March When you have finished, press the Hangup softkey. 1997 Issue 1 Revision 0 Hotel/Motel Feature Package Description Room Status Display - SUPERSETTelephone Feature Description: Programming: Refer to page 2-59. Reference Chart 4-22, page 4-28. Operation: 1. I I Chart 5-39 Monitoring Room Status from SUPERSETDisplay Telephone Dial the access code for SUPERSET 4 Room Status Display. This feature applies to the SUPERSET 420 and the SUPERSET 430. 2. Dial the extension number of the required guest room’s telephone. The LCD displays the room’s status (e.g., VACKLEAN). 3. Press the arrow softkey for the status of the next room (in order of extension number). When the last room is displayed, the arrow softkey no longer appears. 4. When you have finished, press the Hangup softkey. 5-32 issue 1 Revision 0 March 1997 Using The Hotel/Motel March 1997 Issue 1 Revision 0 Feature Package 5-33 Hotel/Motel Feature Package Description NOTFS 5-34 Issue 1 Revision 0 March 1997 SX-200@ ML PABX ACD TELEMARKETER” Applications Package TM, @ - Trademark of Mite1 Corporation. @ Copyright 1997, Mite1 Corporation. All rights reserved Printed in Canada. @ MlTEl@ ACD TELEMARKETER Applications Package NOTICE The information contained in this document is believed to be accurate in all respects but is not warranted by Mite1 Corporation (MITELs). The information is subject to change without notice and should not be construed in any way.as a commitment by Mite1 or any of its affiliates or subsidiaries. Mite1 and its affiliates and subsidiaries assume no responsibility for any errors or omissions in this document. Revisions of this document or new editions of it may be issued to incorporate such changes. SX-200, SUPERSET, SUPERSET 3, SUPERSET 4, SUPERSET 3DN, SUPERSET 4DN, SUPERSET 410, SUPERSET 420, ACD TELEMARKETER, and LIGHTWARE are trademarks of MITEL Corporation. VT1 OOTMis a trademark IBM PC is a trademark of Digital Equipment of International Issue 1 Corp. Business Machines Corp. Revision 0 March 1997 Table of Contents General . . . . . . . . . . 1. Reason for Issue . . . . Intended Audience . . . Document Structure . . Conventions . . . . . . . Associated Documents Disclaimer . . . . . . . . . 2. ACD Overview ................................. ................................. ................................. ................................. ................................. ................................. ............... ............... ............... ............... ............... ............... ......................................... Automatic Call Distribution .................................. ACD Applications .......................................... CallQueuing ............................................. Staffing an ACD System .................................... Reporting.. .............................................. Monitoring ............................................... 3. ACD TELEMARKETER@ Feature Configuring an ACD System ......................................... IncomingCalls.. ....................................................... Grouping the Agents ..................................................... Recorded Announcement Planning .......................................... PlannerSheets ........................................................ AgentGroupPlanner......................................................4AgentGroup# ...................................................... Name ............................................................. March 1997 Issue 1 2-1 .............. .............. .............. .............. .............. .............. 2-l 2-l 2-l 2-2 2-2 2-2 ..................................... ACD TELEMARKETER Overview ........................................... ACD Path.. ........................................................... Path Access Code ............................................. Path Priority ......................................................... Path Access ........................................................ Path Rerouting ....................................................... ServiceLevel ....................................................... Overflow.. ......................................................... Inter-flow ........................................................... Music Between Recordings ............................................. Alternate Music Source ................................................ ACD Call Flow .......................................................... ACDCaller ......................................................... Typical Call Handling .................................................. ACD Sets.. ........................................................... ACDPositions ......................................................... AgentGroup..........................................................3-1 Agent ............................................................. Supervisor ......................................................... SeniorSupervisor......................................................3-1 ACD TELEMARKETER Reporting System .................................... Recorded Announcements ................................................ Recording Groups .................................................... Recording Group Operation ............................................. RADFailure ........................................................ Removing DND from RAD .............................................. 4. .............. Revision 0 .3-1 . ..... .3-l ..3- 2 ..3- 2 .3-2 ..3- 2 .3-2 ..3- 3 ..3- 3 ..3- 3 .3-4 .3-4 .3-5 ..3- 5 .3-5 ..3- 8 ..3-10 1 ..3-12 ..3-12 2 .3-l 3 .3-l 4 .3-l 4 .3-l 4 ..3-14 .3-15 .4-1 ..4- 1 .4-l .4-2 ..4- 2 2 ..4- 2 ..4- 3 ACD TELEMARKETER Applications Package OverflowTime ...................................................... 1stThreshold ....................................................... 2ndThreshold.........................................................4AfterWork............................................................4Paths Using This Group ................................................ PathPlanner .......................................................... PurposeofThisPath ................................................. Name ............................................................. PathAccessCode ................................................... Priority ............................................................ PathNumber ....................................................... Delay to Answer ...................................................... Recording1 ........................................................ MOHorExt# ....................................................... Recording 2 through 4 ................................................. QueuedCalls ....................................................... PrimaryAgentGroup ................................................. Overflow Group Exists ................................................. Inter-flow ........................................................... Interflow Point ........................................................ Interflow Timeout ..................................................... Allow Overflow to Interflow .............................................. ..4- 4 ..4- 4 4 4 .4-4 ..4- 4 ..4- 5 ..4- 5 ..4- 5 ..4- 5 ..4- 5 .4-7 ..4- 7 ..4- 7 .4-7 ..4- 8 ..4- 8 .4-8 ..4- 8 .4-8 .4-8 .4-8 5. ACD Agent Sets. ..................................................... .5-l ACD Agent Login/Logout .................................................. Login........................................................-........5LoginConditions.......................................................5Logout...............................................................5LogoutConditions......................................................5ACDAgent Functions ................................................... Make Busy Key ........................................................ Purpose ........................................................... Operation .......................................................... Make Busy LCD Indicators .............................................. QueueStatusKey ...................................................... Purpose ........................................................... Operation .......................................................... Queue Status LCD Indicators ............................................ HELPSoftkey ......................................................... Purpose ........................................................... Operation .......................................................... After Work Timer ........................................................ Purpose ........................................................... .......................................................... Operation Auto Answer .......................................................... .5-l 1 1 2 2 ..5- 2 ..5- 2 ..5- 2 ..5- 2 .5-3 ..5- 3 ..5- 3 ..5- 3 .5-4 ..5- 5 ..5- 5 ..5- 5 .5-5 ..5- 5 ..5- 6 ..5- 6 6. ACD Supervisor and Senior Supervisor Sets. ........................ .6-l .6-l ........................... ACD Supervisor and Senior Supervisor Login/Logout Login................................................................6LoginConditions.......................................................6Logout...............................................................6ACD Supervisor Functions ................................................ ACD Senior Supervisor Functions ........................................... Supervisor Set With One Agent Group: Overview .............................. Queue Status Key: Supervisor Set With One Agent Group ....................... iv Issue 1 Revision 0 1 1 2 .6-2 .6-2 .6-3 .6-3 March 1997 Table of Contents Purpose ........................................................... ..6- 3 Operation .......................................................... ..6- 3 Queue Status LCD Indicators ............................................ .6-5 Agent Status Key: Supervisor Set With One Agent Group ........................ .6-6 ..6- 6 Purpose ........................................................... Operation .......................................................... ..6- 6 .6-8 Agent Status LCD indicators ............................................ Shift Key: Supervisor Set With One Agent Group .............................. .6-9 Purpose ........................................................... ..6- 9 Operation .......................................................... ..6- 9 Senior Supervisors and Supervisors With More than One Agent Group: Overview ..... .6-10 Queue Status Key: Senior Supervisors and Supervisors With More than One AgentGroup ..6-10 .......................................................... Purpose ........................................................... ..6-10 Operation .......................................................... ..6-10 READ or AGENT Softkey ............................................... .6-l 1 Shift Key: Senior Supervisors and Supervisors With More than One Agent Group ..... .6-l 1 Purpose ........................................................... ..6-11 Operation .......................................................... ..6-11 Call Monitoring .......................................................... .6-l 2 Purpose ........................................................... ..6-12 Restrictions...........................................................6-1 2 Programming ..6-12 ....................................................... Operation .......................................................... ..6-12 Help Call Feature ........................................................ .6-l 3 Operation .......................................................... ..6-13 7. Reports...............................................................7- 1 Agent Shift Summary Record .............................................. Path Summary Report .................................................... GroupSummaryReport ................................................. Printing Reports.. ...................................................... ReportCommands ..................................................... Accessing Reports ................................................... SETCommand........................................................7SHOWCommand......................................................7QUITCommand ..................................................... .7-l .7-2 ..7- 3 ..7- 4 ..7- 5 ..7- 5 5 6 ..7- 7 8. ACD Monitors. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Four Types of Monitors ................................................... System Activity ....................................................... Paths ............................................................. AgentGroups.. ..................................................... Agents ............................................................ Hierarchy of Monitor Displays .............................................. Accessing Monitors ...................................................... Restrictions.. ....................................................... Entering Monitor Mode ................................................. Monitoring System Activity ................................................ System Activity Monitor Display .......................................... System Activity Monitor Softkeys ......................................... Monitoring Paths ........................................................ Accessing the Path Summary Display ..................................... Path Summary Display ................................................. Path Summary Softkeys ................................................ March 1997 Issue 1 Revision 0 .8-l .8-l ..8- 1 ..8- 1 ..8- 1 .8-l .8-2 ..8- 2 .8-2 .8-4 .8-4 .8-4 .8-7 .8-7 .8-7 .8-8 V ACD TELEMARKETER Applications Package Path Programmed Data Display .......................................... Path Statistics Display ................................................. Path Activity Display ................................................... Monitoring Groups.. .................................................... Overview.. ......................................................... Accessing the Agent Group Summary Form ................................ Agent Group Monitor Softkeys ........................................... Group Programmed Data Display ........................................ Group Statistics Display ................................................ Group Activity Display ................................................. Monitoring Agents ....................................................... Overview.............................................................8-2 Accessing the Agent Summary Form ...................................... Agent Programmed Data Form .......................................... Agent Statistics Form .................................................. Agent Activity Form .................................................. .8-10 .8-12 .8-14 ..8-15 ..8-15 .8-l 6 .8-l 8 .8-l 9 .8-20 .8-22 .8-24 4 .8-24 .8-27 .8-28 ..8-3 0 9. Programming.........................................................gGeneral .............................................................. System Options Form .................................................... ACDAgentGroupsForm...................................................9AgentGroupsSubform .................................................. AfterworkTimer ..................................................... OverflowTimer ...................................................... Threshold Timers ..................................................... ACD Keys Template Form ................................................. Assigning ACD Keys .................................................. ACD Key Configurations ................................................ Assigning Non-ACD Keys ............................................... ACD Keys Template Display ............................................ COSDefine ........................................................... ACDSupervisors ....................................................... ACD Supervisor Subform ................................................. ACDPaths..............................................................g-l ACD Path Programming ................................................ CallRouting ........................................................... Field Descriptions ..................................................... Softkeys ........................................................... ACD Recording Hunt Groups .............................................. 1 ..9- 1 .9-l 2 ..9- 4 ..9’5 ..9- 5 .9-5 .9-6 .9-6 .9-6 .9-6 .9-7 ..9- 8 ..9-10 .9-l 1 2 .9-12 ..9-15 .9-l 6 ..9-16 .9-l 6 Appendix A - ACD Messages ............................................. ~-1 Appendix B - Planner Sheets ............................................. B-I vi Issue 1 Revision 0 March 1997 Table of Contents List of Figures Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure 3-1 3-2 3-3 3-4 3-5 4-l 4-2 5-1 5-2 5-3 6-l 6-2 6-3 6-4 6-5 6-6 6-7 7-1 7-2 7-3 7-4 7-5 7-6 7-7 8-l 8-2 8-3 8-4 8-5 8-6 8-7 8-8 8-9 8-l 0 8-l 1 8-l 2 8-l 3 8-14 9-l 9-2 9-3 9-4 9-5 9-6 9-7 9-8 9-9 9-l 0 March 1997 ACD Call Progress - All Agents Busy ............................... Overflow/lnterflow .............................................. SUPERSET 41 OTMTelephone .................................... SUPERSET 420TM Telephone .................................... Hierarchy of ACD Positions ....................................... AgentGroup Planner ............................................ Path Planner .................................................. Make Busy LCD Indicator ........................................ Sample Queue Status Display .................................... Queue Status LCD Status Indicators ............................... Queue Status Display ........................................... LCD Queue Status Indicators ..................................... Agent Status Display ............................................ LCD Agent Status Indicators ...................................... Using the Shift Key to Check Agent Status ........................... Agent Status Display ............................................ Shift Key Operation ............................................. Agent Shift Record - Example 1 ................................... Agent Shift Records - Example 2 .................................. Sample Path Summary Report .................................... Sample Group Summary Report ................................... Accessing Reports: Softkey Labels ................................. Softkey Labels, SET Softkey Subform .............................. Softkey Labels for SHOW Softkey Subform .......................... Monitor Hierarchy .............................................. System Activity Monitor Display ................................... Path Summary Display .......................................... Path Programmed Data Display ................................... Path Statistics Display ........................................... Path Activity Display ............................................ Agent Group Summary Form ..................................... Group Programmed Data Display .................................. Group Statistics Display ......................................... Group Activity Display ........................................... Agent Summary Form Display .................................... Agent Programmed Data Display .................................. Agent Statistics Display .......................................... Agent Activity Display ........................................... System Options Form (CDE Form 04) .............................. ACD Agent Groups Form (CDE Form 39) ............................ ACD Agent Groups Subform (CDE Subform 39) ...................... Agent Keys Template (CDE Form 38) .............................. COS Define Form (CDE Form 03) ................................. ACD Supervisor Form (CDE Form 40) .............................. ACD Supervisor Subform (CDE Subform 40) ......................... ACD Path Form (CDE Form 41) ................................... Call Rerouting Table (CDE Form 19) ............................... Hunt Groups Form (CDE Form 17) ................................. Issue 1 Revision 0 3-5 3-7 3-9 3-10 3-l 1 4-3 4-6 5-3 5-3 5-4 6-3 6-5 6-6 6-8 6-9 6-l 0 6-l 1 7-l 7-l 7-2 7-3 7-5 7-5 7-6 8-2 8-4 8-7 8-10 8-12 8-14 8-16 8-19 8-20 8-22 8-25 8-27 8-28 8-30 9-l 9-3 9-4 9-7 9-8 9-10 9-l 1 9-12 9-15 9-17 vii ACD TELEMARKETER Applications Package List of Tables Table Table Table Table Table Table Table Table Table Table Table Table Table Table Table Table Table Table Table Table Table Table Table Table Table Table Table Table Table Table Table Table Table Table Table Table Table Table Table Table Table Table Table Table 6-1 6-2 7-1 7-2 7-3 7-4 7-5 8-l 8-2 8-3 8-4 8-5 8-6 8-7 8-8 8-9 8-10 8-l 1 8-12 8-l 3 8-l 4 8-l 5 8-l 6 8-l 7 8-l 8 8-l 9 8-20 8-21 8-22 8-23 8-24 8-25 8-26 9-l 9-2 9-3 9-4 9-5 9-6 9-7 9-8 9-9 9-l 0 A-l 6-4 6-7 7-2 7-3 7-4 7-6 7-7 8-5 8-5 8-8 8-9 8-11 8-l 2 8-13 8-l 3 8-15 8-l 5 8-17 8-l 8 8-l 9 8-20 8-21 8-21 8-22 8-23 8-25 8-26 8-27 8-28 8-29 8-29 8-30 8-31 9-2 9-3 9-4 9-7 9-9 9-10 9-l 1 9-13 9-16 9-18 A-l Supervisor and Senior Supervisor Reports - Queue Status .............. Senior Supervisor and Supervisor Reports - Agent Status ............... Agent Shift Summary Record Fields ................................ Path Summary Report Fields ..................................... Group Summary Repot-t Fields .................................... SET Softkey Subform Functions ................................... SHOW Softkey Subform Functions ................................. System Activity Monitor Softkeys .................................. Terms Used In System Activity Display .............................. Terms Used In Path Summary Display .............................. Path Summary Display Softkeys ................................... Terms Used In Path Programmed Data Display ....................... Path Programmed Data Softkeys .................................. Terms Used In Path Statistics Display .............................. Path Statistics Display Softkeys ................................... Terms Used In The Path Activity Display ............................ Path Activity Display Softkeys ..................................... Terms Used In Group Summary Display ............................. Group Summary Form Softkey Labels .............................. Group Programmed Data Softkey Labels ............................ Terms Used In Group Programmed Data Display. ..................... Group Statistics Display Softkey Labels ............................. Terms Used In Group Statistics Display ............................. Group Activity Softkey Labels ..................................... Terms Used In Group Activity Display ............................... Agent Summary Form Softkey Labels ............................... Terms Used In Agent Summary Display ............................. Agent Programmed Data Softkey Labels ............................ Terms Used In Agent Programmed Data Display ...................... Agent Statistics Form Softkey Labels ............................... Terms Used In Agent Statistics Display ............................. Agent Activity Form Softkey Labels ................................. Terms Used In Agent Activity Display ............................... System Option Form Fields ....................................... ACD Agent Group Fields ......................................... ACD Agent Groups Subform Fields ................................ ACD Keys Template Fields ....................................... COS Options Fields ............................................. ACD Supervisor Form Fields ...................................... ACD Supervisor Subform Fields ................................... ACD Path Form Fields ........................................... Call Rerouting Options .......................................... Hunt Groups Form Fields ........................................ Programming Error Messages ..................................... Issue 1 Revision 0 March 1997 1 General This practice describes the features, operation, and programming of the ACD TELEMARKETER@ Applications Package for the SX-200@ Private Automatic Branch Exchange (PABX). The ACD TELEfJARKETERAppIications Package is a software option that must be purchased. Reason for Issue 1.1 This practice is issued to describe the ACD TELEMARKETER feature optionally available with the SX-200 ML LIGHTWARETM 16 software. which is Intended Audience 1.2 This practice is for persons involved in the marketing, operation of the ACD TELEMARKETER feature. Document 1.3 installation, programming, and Structure This practice is divided TELEMARKETER feature: into sections that cover specific areas of the ACD General describes the structure and content of the practice. ACD Overview covers basic ACD concepts. ACD TELEMARKETER Feature outlines the implementation of ACD in the ACD TELEMARKETER package, and introduces the terminology related to the feature. Configuring an ACD System describes the steps to follow when planning a new ACD installation. ACD Agent Sets describes the features and operation of the SUPERSET and SUPERSET 420TM telephones used by ACD agents. 41 OTM ACD Supervisor Sets and Senior Supervisor Sets describes the features and operation of the SUPERSET telephone used by ACD supervisors and senior supervisors. Reports covers the various reports available from the ACD TELEMARKETER Application package and describes how to route the reports to the system printer. Monitors describes the monitor displays and the contents of each display. Programming covers tasks required to complete the programming forms for installing the ACD TELEMARKETERfeature and customizing its operation to meet the requirements of the user. March 1997 Issue 1 Revision 0 l-l ACD TELEMARKETER Applications Package Conventions 1.4 To simplify the descriptions in this practice, the following conventions are used: Key Names Names of keys on a keyboard Example: are shown in bold, within brackets. Softkey Names Names of softkeys Example: used with monitors or to program are shown in uppercase. GRP-SUMMARY Data Entry Data to be entered Example: by the user is shown in bold uppercase. EXIT Data Entry Instructions The following conventions have been used throughout data entry instructions to the user: Type: Type the information key. Example: Associated 1.5 l 1-2 Press the Return as shown and press the key. key(s) with no return. CC> Documents Refer to the following l (usually a single key) as shown without pressing Enter HOTEL Press: Press the indicated Example: when presenting Type A Enter: Type the information Example: this manual practices for additional information: Features Description Practice Customer Data Entry Practice. Issue 1 Revision 0 March 1997 General Disclaimer 1.6 The following products have been manufacture-discontinued products are supported but not described in SX-200 ML Practices: l l . l 1.7 3TM and SUPERSET 4@ telephone sets 3DNTM and SUPERSET 4DNTM telephone l l l 9 l l l l 1997 These sets DATASET 1101 data cartridge SUPERSETTM DSS module. The following products and peripheral devices are not supported PABX and are not described in SX-200 ML Practices: l March SUPERSET SUPERSET by Mitel. Modem Interconnect Panel DATASET 1102 Rack-mounted on the SX-200 ML Dataset DATASET 2102 Rack-mounted Dataset DATACABINET 9000 data cabinet DATASHELF ISDN Node 9100 datashelf Fiber Interface Module (and associated products) Peripheral Node LCD Console (and Console module for Universal Issue 1 Revision 0 Card). l-3 ACD TELEMARKETER Applications 1-4 Package Issue 1 Revision 0 March 1997 r 2 ACD Overview This section of the practice gives a general overview of Automatic Call Distribution (ACD) and describes the basic components found in ACD systems. If you are familiar with ACD concepts, turn to Section 3 of this practice for details on the implementation of the ACD TELEMARKETER feature for the SX-200 ML PABX. Automatic 2.1 Call Distribution Automatic Call Distribution (ACD) offers uniform distribution of incoming calls to station users (agents). Calls are routed to groups of agents as determined by the type of information or service required by the caller. The agents are trained and equipped to provide the particular information or service that the caller is requesting. If calls cannot be handled immediately, the caller is usually provided with recorded announcements and/or music until an agent is available. Most ACD systems generate one or more reports listing call handling statistics and ACD traffic levels. The system administrator uses these reports when determining optimum staffing levels, acceptable caller delay times, and use of system resources. ACD Applications 2.2 Typical ACD applications include airline reservation offices, telephone order desks for department stores, and customer service departments of telephone or cable TV companies. In all cases, the caller is attempting to reach an individual who can supply a service, answer a question, take a reservation, or accept a purchase order. Call Queuing 2.3 To ensure optimum use of personnel and system resources, historical calling patterns are often used to determine staffing levels for the agents. Most ACD installations set staffing at levels which ensure that the average number of callers equals or exceeds the number of agents. During peak periods when all agents are busy, callers are placed in a queue to wait for the first available agent. While a caller is waiting in the queue, the ACD system can provide recorded announcements and music at predetermined intervals. The first recording typically advises the caller that all agents are busy, and that an agent will answer as soon as possible. If an agent is unavailable after a programmed interval, additional recordings can inform the caller about call progress, or advise the caller of information that will be required when the agent answers. If calls arrive when some of the agents are free, the system may be programmed to equalize the work load by directing the next incoming call to the agent who has been idle the longest. March 1997 Issue 1 Revision 0 2-l G 5 g ___ Lm iTI ACD TELEMARKETER Applications Staffing 2.4 Package an ACD System In most ACD applications, the person handling ACD calls is referred Agents are trained to deal with the caller’s problems or requests. to as an agent. A supervisor normally oversees the ACD operation by monitoring the activity of the agents, reassigning agents to handle overload conditions, and dealing with unusual situations. Reporting 2.5 ACD systems normally provide a reporting mechanism that allows tracking of key items such as the number of calls handled during a specific time period, the length of the calls, and the number of calls abandoned (caller hangs up before an agent answers). From these reports, the supervisor can determine optimum staffing levels and track the performance of individual agents. Monitoring 2.6 2-2 While reports give a hard copy record of events over a period of time (such as a shift), a monitor gives a snapshot of conditions in the system at any instant. By monitoring the ACD system, the supervisor is aware of the current situation and can quickly reassign agents to handle overload conditions. Issue 1 Revision 0 March 1997 3 ACD TELEMARKETER Feature ACD TELEMARKETER 3.1 The ACD TELEMARKETER Application Package is an advanced Automatic Call Distribution (ACD) system that is fully integrated with the MITEL SX-200 ML PABX, and designed with the power and performance needed to ensure satisfaction in the most demanding telemarketing environments. This section l l l l l l March Overview 1997 provides information on the ACD TELEMARKETERsystem components: ACD Path. This innovative call routing design guides incoming calls through the system. The ACD path defines all information required for each type of call, including how the system will handle queued callers. Refer to Paragraph 3.2. ACD Call Flow. Paragraph 3.3 on page 3-5 describes the handling of a typical ACD call arriving at the system. ACD Sets. SUPERSET 420 telephones may be used in the senior supervisor, supervisor, or agent positions with the ACD TELEMARKETER feature package. SUPERSET 470 telephones may be used in the agent position only. Refer to Paragraph 3.4 for details. ACD Positions. The ACD TELEMARKETER feature package structures the personnel handling ACD calls into a hierarchy of ACD positions. The ACD package supports three types of positions: senior supervisors, supervisors, and agents. Refer to Paragraph 3.5 on page 3-10 for further information. ACD TELEMARKETER Reporting System. The ACD TELEMARKETER Reporting System is a PC-based software package for collecting ACD data generated by the SX-200 ML PABX. This reporting system produces a series of daily, weekly and monthly historical reports. Refer to Paragraph 3.6 for details. Recorded Announcements. The ACD TELEMARKETER feature uses recorded announcements to tell callers about the progress of their call while they wait in the queue for the first available agent. Paragraph 3.7 on page 3-14 describes recorded announcement devices (RADs) and recording groups. issue 1 Revision 0 3-1 ACD TELEMARKETER Applications Package ACD Path 3.2 The ACD TELEMARKETER feature is built around the “ACD Path”, a call routing mechanism which provides all information required for handling an ACD call. Use of the ACD Path gives users unmatched flexibility during initial programming and when they add new features. Up to 99 ACD paths may be programmed to allow customized routing for of incoming calls. Each path is assigned a priority and is given a unique and descriptive path name (optional). This information determines how handles queued callers, system resources to be used, when the call will and who will answer the call. a wide variety access code the system be answered, Upon entering the ACD system, a call is allocated a path and is assigned the parameters of that path. These parameters remain with the call for its duration. Path Access Code Incoming trunks carrying ACD calls are routed to a path access code. This code points the trunk to the ACD agent groups and recorded announcements appropriate for the type of call. Path Priority Each path is assigned a priority level in the range 1 to 99, with 1 being the highest priority. Calls arriving on high priority paths move directly to the front of the call queues for servicing ahead of calls which entered on a lower priority path. Path priority can be an effective tool for reducing communications costs and improving customer service. For example, call queue time can be reduced by directing expensive incoming trunks, such as long distance collect or INWATS, to a high priority path. Customers can be assured of prompt service if their calls are routed through a high priority path. Path Access All devices have unrestricted access to ACD Paths except loop start CO and loop start DISA (Direct Inward System Access) trunks. The Class of Service (COS) Option “Loop start trunk to ACD path connect” (COS Option 812) controls ACD access for loop start trunks. By default this option is disabled, blocking loop start trunks from entering ACD. Path Rerouting The ACD path access code can be placed in the call rerouting table to link existing routing schemes (such as DID trunk routing points) to the ACD system. Rerouting to ACD paths is set up as follows: l l 3-2 For dial-in trunks, the system uses the current routing (defined in CDE Form 19) for incoming calls to send calls to an ACD path. For non-dial-in trunks, one or all of the Day/Nightl/Night2 answering points is programmed as an ACD path. Issue 1 Revision 0 March 1997 ACD TELEMARKETER Feature Calls entering the system on different trunk types can be routed to the same ACD path. The rerouting scheme means that a trunk does not have to be dedicated to ACD. The day answering point may be an ACD path but the Night1 and Night2 answering points may be an attendant console or any other valid routing point. Service Level The service level for a path defines a standard time to answer that becomes the criteria for measuring path performance. Service level is programmable within the range from 0 seconds to 54 minutes. When an ACD call is answered by any group in a path, software compares the actual time to answer with the programmed Service Level. The system creates a record indicating if the time to answer was: l less than or equal to the service l greater than the service level time level time. This information is stored for statistical analysis Monitors and Group/Path Summary Reports. and can be viewed from the ACD Path Overflow Higher priority paths are given special treatment when placed in overflow queues. Predictive overflow is another key element of the ACD TELfII/IARKETERfeature. The system uses overflow queues to keep call queueing time to a minimum. The system pet-forms a load calculation when each new call arrives at an agent group or when the status of an agent changes. If the system predicts that a call will not be answered before the normal overflow time, it forces an immediate overflow. Priority calls entering an overflow queue are placed ahead of non-priority calls in the same queue. The non-priority calls maintain their position in relation to each other, but follow the priority calls. Each path is assigned one primary agent group and up to three overflow groups. Timers programmed in CDE for each agent group determine how long a call waits on a group before overflowing. If the system predicts that a call will not be answered before the timer expires, the system forces an immediate overflow without waiting for the timer to expire. lnterilow Unlike overflowed calls, interflowed calls are rerouted from ACD to an alternate answer point. Each path has a programmable intetflow timeout field that specifies the maximum period that an unanswered call can wait in a path before the system routes the call to an interflow point. The intetflow point can be: l l . March 1997 a listed directory number, station, console, night bell, ACD path, station/set group, Automated Attendant group, or UCD agent group a logical line a system abbreviated hunt dial number. Issue 1 Revision 0 3-3 ACD TELEMARKETER Applications Package To limit the time that a caller remains waiting for an agent, programmed to drop interflowed calls. the system can also be The system can be programmed so that any callers dialing in to an ACD path will interflow immediately when no agents are logged in. This interflow takes place regardless of the status of the “Interflow Timeout,” or the option “Allow Overflow to Interflow Point Before Timeout,” or the “Inter-flow Point Access code” having a value of DROP CALL. “Interflow Enabled” is required for the immediate interflow to work. A tenant number can be assigned to the ACD Path. When a tenant number is assigned, then DID and TIE trunks which dial into the ACD Path directly will follow the routing for this tenant as defined in Form 19 - Call Rerouting Table. In addition, the customer can program the system to overflow to the interflow point as soon as the system determines that the call is unlikely to be answered by the last agent group in the path. Calls interflowed to a system abbreviated dial number are treated by the system as an external call forward with the interflow requiring a receiver. If a receiver is unavailable when the interflow occurs, the call is dropped. The only indication of the dropped call is a receiver unavailable peg in the traffic report. The call appears in the ACD reports as an interflowed call. If Automatic abbreviated Route Selection dial, the system (ARS) is busy when a call interflows attempts a camp-on to ARS. to a system The path from which the caller interflows is set up as the original forwarding destination for the caller. When the interflow point is an internal device, such as a SUPERSET 420 telephone, the display indicates that the call is being forwarded from a path. Music Between Recordings Between each recording on an ACD path, the incoming caller, by default, listens to the system music source (if programmed). An alternate music source may be specified between each recording and after the last recording. Alternate Music Source The alternate music source is an off hook listen-only conference. The user decides music, or endless loop recordings. If there source, the caller hears silence between The that The how Note: 3-4 ONS port that connects to callers in a what is supplied on the ONS port - silence, is no system music and no alternate music RAD messages. device can be a telephone, a recording device, or a transfer device (8/600 ohms) simulates an off hook and allows connection of an audio source such as a radio. system connects callers only if the device is off hook. There are no restrictions on paths share alternate music sources. Depending upon country of installation, the alternate music source must be either an FCC Part 68 or Industry Canada approved voice coupler, or voice connecting arrangement to an ONS circuit. Issue 1 Revision 0 March 1997 ACD TELEMARKETER Feature ACD Call Flow 3.3 The following paragraphs describe the handling of a typical ACD call arriving at the system on an incoming trunk. Included is a description of what the caller hears at each stage of the call. Figure 3-l shows the system action when determining what the caller hears while in the queue. ACD Caller The system considers an ACD caller to be anyone who is on, or has been answered by, an ACD path. Once answered, the ACD caller status remains while the caller is talking to an agent, on hold by an agent, or in the process of being transferred by an agent. After an ACD caller has been answered by an agent, the SX-200 ML PABX reverts to normal call handling but provides additional tracking for ACD session timing, ACD hard-hold timing, and the caller’s identification as an ACD caller. When an ACD caller reaches the console through either a supervised or unsupervised transfer, the ACD caller status ends. If, during a supervised transfer, the person performing the transfer remains on the line after the console answers, the ACD session is terminated. Typical Call Handling If multiple agents are free when an ACD call is presented to a group, the system sends the call to the longest idle agent. To select the longest idle agent, the system gives a number to the first agent finishing an ACD call. The next agent to finish an ACD call is given the next higher number, and so on. When a call arrives at the group, the system sends the call to the agent with the lowest number. The number does not change if the agent makes a non-ACD call. TIME b SYSTEM ACTION RlNGBACK DELAY CALLER HEARS (RINGBACK) ’ FIRSTRAD (RECORDING) I MUSIC SOURCE I SECONDRAD (MUSIC) ’ (RECORDING) MUSIC SOURCE (MUSIC) ’ AGENT ANSWERS (AGENT) cc0379 Figure 1. ACD Call arrives l March 1997 3-1 ACD Call Progress at the path specified - All Agents as the answer Busy point for the trunk. As shown in Figure 3-1, the caller hears ringback until the Ringback Delay timer expires. This timer ensures that the caller hears at least one ringback before an agent answers. Issue 1 Revision 0 3-5 ACD TELEMARKETER Applications 2. The incoming Package call queues = If an agent is available, . Note: 3. on the primary the call rings an agent (See Note). If multiple agents are available, the call rings the longest caller waits for first recorded announcement. The system connects defined for the path. caller to the first available When the RAD message source or to first alternate l 5. RAD in the first recording Call remains queued group on first agent group. ends, system connects call to music-on-hold source as defined for the path. The caller hears music or alternate The caller listens to second group. The system connects for the path. l l l 7. if not, the (MOH) source. After time interval programmed in the path for Recording 2 starts, system connects call to first available RAD in second recording group defined for the path. l 6. idle agent; Once the agent set begins to ring, the call must be answered. If the called agent fails to answer within the period programmed for the Forward Timer in the agent’s COS, the system forces the agent’s set into Make Busy and routes the call to another agent in the group. This operation is transparent to the caller. 9 The caller listens to first recording. 4. agent group for the path. l l l The call remains queued call to MOH source or to second alternate on first agent source as defined The caller hears music or alternate source. The caller continues listening to music and recorded announcements agent is available. Timing is set in CDE. Up to four recordings can be programmed for each path. If the call remains queued overflow time programmed defined for the path. l recording. until an against the first agent group for a period exceeding the for the group, the system adds the first overflow group The caller is now queued on two groups. The caller continues listening to music and recorded announcements agent is available. The caller retains position in queue for primary agent group. Path priority determines position of call in overflow group. until an The system can add up to three overflow groups if a call remains unanswered. Overflow times are programmed individually for each agent group. Figure 3-2 shows how overflow groups are added as the caller waits in the queue. 8. 3-6 The system performs a load calculation when each new call arrives at an agent group, or when the status of an agent changes. If the system predicts that a call will not be answered before the overflow timer expires, the system forces an immediate overflow. This predictive overflow is always enabled. Issue 1 Revision 0 March 1997 ACD TELEMARKETER Feature 9. As shown Interflow intetflow as a call in Figure 3-2, if the call remains unanswered for a period exceeding the Timeout programmed for the path, the system routes the call to the point which can be an internal or external destination. The call is handled reroute. TIME RINGBACK DELAY INTERFLOW TIMEOUT QUEUE ON PRIMARY AGENT GROUP QUEUE ON FIRST OVERFLOW AGENT GROUP QUEUE ON SECOND OVERFLOW AGENT GROUP QUEUE ON THIRD OVERFLOW AGENT GROUP I TO INTERFLOW POINT CC0380 Figure March 1997 Issue 1 3-2 OverflowAnterflow Revision 0 3-7 ACD TELEMARKETER Applications Package ACD Sets 3.4 The SUPERSET 4 70 and SUPERSET 420 telephones (Figure 3-3 to Figure 3-4) used by ACD positions provide call status and progress information about agent groups and individual agents. A supervisor’s set (SUPERSET 420) provides agent reports and queue status reports for the supervisor’s agent groups. An agent’s set (SUPERSET 410 or SUPERSET 420) provides queue information for the agent’s group. SUPERSET 470 and SUPERSET 420 telephones ACD TELEMARKETER Feature Package offer: l . . . . . . . . Single key feature used with the activation Supervisor monitoring of agent calls with or without agent notification Agent help requests during a conversation - transparent to ACD callers (not applicable to SUPERSET 470 telephones) Handset/handsfree/headset operation. (COS Option number 612 must be enabled in the user’s COS prior to operation. The telephone handset should remain offhook when headsets are in use.) LCDs load status information Auto answer Time and date display (SUPERSET 420 telephones) Path name is displayed when calls are presented to the agent. (Not applicable to SUPERSET47Utelephones.) When COS Option 654 - ACD Display Path Always is enabled, the path name remains on the display for the duration of the call. Make Busy keys to temporarily block ACD calls from agents sets . A programmable supervisors . A programmed name for every ACD entity: paths, set of speedcall RADs, groups, agents and keys (via CDE programming). Automatic Number Identification (ANI) and Dialed Number Identification Service (DNIS) are available through COS options programmed during Customer Data Entry (CDE). ANI provides the telephone number of the calling party; DNIS provides the telephone number dialed by thecalling party. Referto the Features Description Practice for details. 3-8 Issue 1 Revision 0 March 1997 ACD TELEMARKETER Feature LINE SELECT KEYS I Figure March 1997 3-3 SUPERSET Issue 1 Revision 0 LINE STATUS INDICATORS 470 Telephone 3-9 ACD TELEMARKETER Applications Package LINE SELECT KEYS LINE STATUS INDICATORS I Figure 3-4 SUPERSET I LINE SELECT KEYS 420 Telephone ACD Positions 3.5 The ACD TELElVARKETERfeature package supports three types of positions: senior supervisors, supervisors, and agents. Figure 3-5 shows an example of the ACD hierarchy. ACD calls entering the system normally terminate on agent positions (SUPERSET or SUPERSET 420 telephones). Agents handling similar types of calls are arranged in agent groups. Supervisors and senior supervisors (SUPERSET 420 telephones) monitor agent and system performance, but do not handle ACD calls. As shown in Figure 3-5 every supervisor, senior supervisor, and agent has an ID number. This is a l- to 5-digit number assigned during customer data entry. Before they can receive ACD calls, the agent or supervisor must log in to the system by dialing an access code followed by the appropriate ID number. Agent groups and the three ACD positions are described below. The SX-200 ML PABX treats the ID number assigned to each position as an access code. This number can be directly dialed by other devices in the system as normal extension numbers. 3-10 Issue 1 Revision 0 March 1997 ACD TELEMARKETER Feature An ACD agent is considered not available other line key appearing at the telephone. for an ACD call if the agent is on its prime key or any SENIOR SUPERVISOR NAME: Reynolds G. ID: 4400 I SUPEl+.‘lSOR NAME: Godin L. ID: 2200 SUPERVISOR NAME: Wallace J. ID: 3300 I I AGENT GROUP NAME: AN Sale AGENT GROUP NAME: Ret-class AGENT GROUP NAME: Tickets AGENT GROUP NAME: Inquiry AGENT NAME: Nantel S. ID: 2210 AGENT NAME: Peters J. ID: 2215 AGENT NAME: Gilmour J. ID: 3310 AGENT NAME: Gilmour J. ID: 4410 AGENT NAME: Middleton ID: 2211 AGENT NAME: McKay A. ID: 2216 AGENT NAME: Proctor L. ID: 3311 AGENT NAME: Hendron T. ID: 4411 AGENT NAME: Proctor L. ID: 2212 AGENT NAME: Davis M. ID: 2217 AGENT NAME: Barker R. ID: 3312 AGENT NAME: Ruby M. ID: 4412 Figure 3-5 Hierarchy of ACD Positions Agent Group Agent groups are consists of one or agent group must group is 100. The included with the ACD Agents option you purchase. An agent group more persons, called agents, that handle incoming ACD traffic. Each contain at least one member; the maximum number of agents in a ACD system accepts up to 50 agent groups. As shown in Figure 3-5 each agent group must be set up to report to either a supervisor or a senior supervisor (never both). Supervision requirements are determined by the customer and are usually dictated by the size of the group. Agent groups are created through Customer Data Entry (CDE) by entering in the ACD agent groups form (Form 39) an agent group number in the range from 1 through 50. An optional name can also be given to the group to assist in identifying the group’s function. Members are added to the group though CDE by entering a I- to 5digit ID number and an optional name for each agent. March 1997 Issue 1 Revision 0 3-l 1 ACD TELEMARKETER Applications Package Each agent group has timers that govern l l . the time granted events such as: to an agent for completing paperwork after an ACD call the length of time a call will remain unanswered in the group before overflowing turning on and off visual indicators which show that calls have been unanswered for a time exceeding a programmed threshold level. Refer to the programming section of this practice for details about creating agent groups and the fields on the agent groups form. Agent The ACD TELEMARKETER feature terminates ACD calls at agent positions. In most ACD installations, all callers routed to an agent are requesting similar information or seeking a similar service. Agents can then be trained and equipped to provide the information or service requested by the caller. The system routes calls to an agent only after the agent logs in to the ACD system. Once the agent has logged in, the system recognizes the agent as a member of a specific agent group. The SUPERSET 4 10 and SUPERSET 420 telephones used by the agent are each equipped with a feature key to temporarily block ACD calls from ringing the set. Other feature keys provide information about the current status of the agent group. In many cases, If, for example, overloaded and could result by an agent must be given the flexibility of moving between agent groups. the ACD agent group handling long distance trunks is suddenly calls are overflowing to an alternate group, significant financial gain reassigning Agents to the busy groups until the traffic subsides. Because the ACD system uses the ID number to determine the members group, providing the agents more than one ID number allows the agents to of more than one group. To move between groups, the agent logs in by appropriate to the group. Only the ID number must be unique; an agent appear in any number of groups. of an agent be members using the ID name can Supervisor The supervisor ACD position is for individuals who “supervise” the agent groups. Each supervisor is responsible for at least one agent group and reports to a senior supervisor. Supervisors do not answer ACD calls. The SUPERSET 420 telephone used by the supervisor is equipped with special feature keys that allow the supervisor to view individual agent activities or to view agent group activities . Senior Supervisor The senior supervisor oversees the supervisors and is, therefore, the highest level in the hierarchy of ACD positions. In smaller installations, however, where a supervisor is not required between the agent group and the senior supervisor, agent groups may report directly to the senior supervisor. The senior supervisor does not answer ACD calls. The SUPERSET 420 telephone used by the senior supervisor is equipped with special feature keys, similar to the supervisor set, with emphasis on queue activity. 3-12 Issue 1 Revision 0 March 1997 ACD TELEMARKETER Feature ACD TELEMARKETER 3.6 Reporting System The ACD TELEMARKETER Reporting System runs on an IBM@ PC AT or compatible connected to the SX-200 ML PABX through an RS-232C interface. The system is easy to learn because it uses menu driven displays with full-color graphics. On-line help is available for all commands and applications. During initial installation, the user creates a reporting system database that contains all agent, path, and trunk information. Once operational, the PC collects data from the SMDR information generated by the SX-200ML PABX, analyses the information using the reporting system database, and generates a series of detailed reports that cover agents, groups, paths and trunks. Daily reports can be printed automatically at predetermined times. Weekly and monthly summaries can also be printed upon request. Printed reports record times to the second for all categories to highlight call handling efficiency and agent performance problems. Daily reports generated l l l 9 l l l March 1997 include: ACD Agent Daily Activity Report listing hourly totals by agent ID Agent Group Daily Activity Report with hourly totals handled by each agent group Trunk Daily Activity Report with hourly totals of calls handled Path Activity Report with detailed statistics for all ACD calls Weekly l from this database and Monthly Summary Agent Activity Summary Reports Report by individual include: with daily totals by ID and agent name Agent Group Summary Report listing daily totals by agent group Trunk Summary Report with daily totals of calls carried by a particular Path Activity Report listing daily totals by path Issue 1 trunks Revision 0 trunk 3-13 ACD TELEMARKETER Applications Recorded 3.7 Package Announcements A recorded announcement device (RAD) is a digital or endless-loop tape unit that can store one or more pre-recorded messages. The required RADs are designed for connection to ONS circuits and appear as a standard telephone to the SX-200 ML PABX. The RAD’s message is played when the unit is triggered by ringing current. In the ACD TELEMARKETER feature, the recorded messages are given while callers are waiting in the queue for a free agent. The SX-200 ML PABX system supports both intelligent device hangs up when the message is finished. A dumb recording (such as a tape) and the system must hang callers from listening to a long period of silence at the Recording and dumb RADs. An intelligent device provides a fixed-length up on the device to prevent end of the message. Groups The recorded announcement feature is implemented by using one or more RADs programmed into a specialized hunt group called a recording group. Each RAD in the group contains the same announcement. Recording groups are formed by using hunt groups of regular ONS ports and are defined during CDE in Form 17, Hunt Groups. Refer to the programming section of this Practice for details. Recording Group Operation When a call rings a recording group, the first available idle RAD answers the call and connects its recording. If all RADs in a recording group are busy, the caller camps onto the group to wait for a free recording. When a recording becomes available, the system connects all waiting callers to a listen-only conference with the recording. (The listen-only conference does not use any SX-200 ML PABX conference resources.) When the recording finishes, the callers are removed from the conference and are connected to musicorsilence as defined in the ACD Path programming form (Form 41). Note: 1. The system does not use a special CODEC gain setting for listening is the same as for ringback, or set to no gain. 2. A RAD is always 3. Callers rung with the standard are never connected ringing to a recording. The gain cadence. after the RAD starts its message. RAD Failure The ACD system handles four types of RAD failures: Failure to Answer: The system considers the RAD to have failed if it does not answer within the fixed interval of 30 seconds. The system clears ringing, puts the RAD into Do Not Disturb (DND), turns on the console alarm icon, and creates a maintenance log entry as shown in the following example: 1997-JAN-15 12:47:04 Recording dev test Failure to answer Alarm code = 123 3-14 Issue 1 Revision 0 failed at 01 01 01 00 March 1997 ACD TELEMARKETER Feature Failure to Hang Up: The system detects failure to hang up when the system ends the recording. The hangup time is set by COS option 404 - Recording Failure to Hangup Timer, which has a range of 1 through 255 seconds. The timer starts after the SX-200 ML PABX hangs up on the RAD. The RAD must clear down within the programmed interval. Otherwise, the PABX puts the RAD into DND, turns on the console alarm icon, and creates an entry in the maintenance log as shown in the following example: 1997-JAN-15 12:47:04 Recording dev test Fail to hang-up. Alarm code = 123 failed at 01 01 01 00 False Origination: If a RAD generates a false origination, the into a suspended state. After the suspended timer expires, the lockout state. If the RAD goes on hook while in either suspended the RAD is returned to idle and is immediately available to the system puts the RAD RAD is placed into a state or lockout state, system. Card Failure: If the system detects a card failure, such as the card being unplugged or the bay going down, the RAD is placed into a busy-out state. Any callers listening to the RAD are handled as though the RAD had gone on hook. The RAD is not placed in DND unless it was ringing at the time (which is treated as a ring-no-answer). When returned to service, the RAD is in idle state. Removing DND from FIND The system places a RAD into DND whenever the RAD fails to answer or fails to hang up. DND can be removed from a RAD by accessing the attendant console stations feature, dialing the RAD, and pressing the DND softkey. DND can also be cleared from the maintenance terminal by using the Clear Features key. Removing DND from a RAD generates the following maintenance log entry: 1997-JAN-15 12:47:04 Ons Card passed at 01 01 01 00 ext 1101 Recording device test Alarm code 123 March 1997 Issue 1 Revision 0 3-15 ACD TELEMARKETER Applications 3-16 Package issue 1 Revision 0 March 1997 4 Configuring System an ACD The communications manager planning the installation of an ACD TELEMARKETER system may find that the information in this section of the practice can help in determining the final system configuration. Because thorough planning can ensure maximum performance from the ACD system, the following guidelines have been developed to help customers define their requirements. Incoming 4.1 Because the most critical element of an ACD system is the timely handling of incoming calls, the communications manager must first consider the level of traffic that the system will receive and then determine the types of calls and any trunking details that could influence the importance of the call. For example, long distance charges can be kept to a minimum by assigning these calls to high priority paths. The following questions serve as examples of those areas to be addressed when categorizing the ACD callers: l l l l l involved? for each department? What priority is given to service calls? Do any service departments require a customer complaint area? Is there local service only or service also to out-of-town clients? l l Does the company Grouping offer INWATS, foreign exchange, l l 1997 or any specialized trunking? the Agents Using the caller information that was collected, following questions and comments as a guide: l March Are service departments What traffic is anticipated Will there be revenue generating calls? Unless the company holds a monopoly on service, these callers should be highlighted for priority paths. Are there general information calls? Will agents receive long distance calls....collect? l 4.2 Calls begin grouping the agents. Use the Are any agents capable of handling various types of calls? For example, will any agents be common to more than one service department? Which type of calls will this group specialize in? List the types of calls this group could handle as an overflow point. Which groups will require a wrap up time? Issue 1 Revision 0 4-l ACD TELEMARKETER Applications Recorded Announcement 4.3 Package Planning Used properly, recorded announcements ACD TELEMARKETER system. The following most from the recordings: l . l l are a valuable tool in the suggestions can help you gain the Supply a company introduction to the caller. “Thank you for calling . . ...“. followed by reassurance that the first available agent will answer the call. Consider the advertising potential while the caller is waiting for service. Use the recorded announcements to promote new products, specials, or services. Refer to the list of callers as a guide when defining the RADs. Because out-of-town callers would be frustrated by local promotions, adjust your recorded message to the caller’s needs. Is there any information that the agent will require from the caller? Recordings can be used to minimize time with an agent if callers have prior notice of information they should have ready, such as account numbers, credit cards, or postal codes. In addition, the Automated Attendant the system. Refer to the Aufomated feature can be used to pre-screen ACD calls into Attendant Application Package Practice. Planner Sheets 4.4 The agent group planner and the path planner sheets illustrated on the following pages can aid the ACD system designer when laying out the agent groups and the routing for incoming ACD calls. The planner sheets identify all major elements that must be addressed while setting up the system. The agent group planner is completed first because it identifies the various agent groups that are required for the system. After setting up the agent groups, one path planner is completed for each path to show the ACD call handling. Each path planner includes the primary agent group, recorded announcements, overflow groups, and interflow conditions. Agent Group Planner 4.5 The agent group planner shown in Figure 4-l assists in planning the distribution of workload between agent groups. After doing the initial sizing to determine the number of agent groups required to handle the calls, use this planner to assign the parameters to each group. This information will be used later during the CDE programming of the system. The agent planner form contains space for eight agent groups. The fields shown in the box for each group are described below. Agent Group # The top field in each box, labeled Agent Group #, specifies the number of the agent group. This number will be used later when assigning primary and overflow agent groups to the ACD paths. 4-2 Issue 1 Revision 0 March 1997 Configuring an ACD System ACD TELEMARKETER AGENT GROUP PLANNER Name: Ovefflow Time 1st Threshold 2nd Threshold After Work __ - : : : : __ ~ __ __ Name: 1st Threshold 2nd Threshold After Work ~ -I---- :~ :- 2nd Threshold -:- 1st Threshold 2nd Threshold After Work : : - -:--- :: __ I- 1st Threshold 2nd Threshold -:- :: __ Overflow Time 1st Threshold 2nd Threshold After Work -I- :::- Overflow Time 1st Threshold 2nd Threshold After Work -:- :::- I Overflow Time 1st Threshold 2nd Threshold Afler Work -:- ::: __ INSTRUCTIONS: Use this planner Once completed, Path Planner. as an aid in distributing the work-load of the agent groups. Complete transfer the Agent Group Number to the appropriate group (Primary, this form before the Path Planner. lst, 2nd, or 3rd) on Line 3 of the 1. Overflow timer default is 9 minutes (maximum 64 minutes). This is the maximum time a call can ovefflowing. Prediction may allow the overflow before the timer expires. 1st threshold default is 2nd threshold default is 6 minutes (maximum 54 minutes). These are indications for the agents have been waiting to be answered. After-work timer default is 0 minutes (maximum 15 minutes). has afler completing a call before receiving the next call. be queued on the group before 3 minutes (maximum 64 minutes), (queue status) of how long the calls This is the amount of time an agent 2. Use this box to indicate how many paths the Agent Group is involved in. (P=primary, l=lst overflow group, 2=2nd ovefflow 3=3rd ovefflow group.) Transfer the Agent Group Number to the Path Planner (one for each Path indicated in the box). Figure 4-l Agent Group group, Planner Name The Name field specifies the name of the agent group. During CDE, transfer this information from the agent group planner sheet to the Name field on the ACD Agent Groups form (Form 39). March 1997 Issue 1 Revision 0 4-3 ACD TELEMARKETER Applications Overflow Package Time The overflow time specifies the maximum length of time that a waiting ACD call remains at this group before overflowing. The timer range is 0 seconds to 54 minutes. The use of this field is optional. The system performs a load calculation when each new call arrives at an agent group, or when the status of an agent changes. If the system predicts that a call will not be answered before the timer expires, the system forces an immediate overflow. During CDE, transfer this information from the agent group planner sheet to the Overflow Timer field on the ACD Agent Groups Subform (Subform 39). 1 st Threshold The 1 st Threshold field specifies the time period for the first call waiting threshold. If calls are waiting beyond this time period, the LCD symbol beside the Queue Status key on the SUPERSET’” telephones changes (see Figure 5-3). During CDE, transfer this information from the agent group planner sheet to the First Status Threshold field on the ACD Agent Groups Subform (Subform 39). 2nd Threshold The 2nd Threshold field specifies the time period for the second call waiting threshold. If calls are waiting beyond this second time period, the LCD symbol beside the Queue Status key on the SUfERSETtelephones changes again (see Figure 5-3). During CDE, transfer this information from the agent group planner sheet to the Second Status Threshold field on the ACD Agent Groups Subform (Subform 39). After Work The After Work field specifies the following an ACD call. During this range is 0 seconds to 15 minutes. and statistics. It is recommended time allocated to an agent for completing paperwork time, the agent will not receive ACD calls. The timer This time is included as part of each call in reports that the timer be set to a minimum of five seconds. During CDE, transfer this information from the path planner sheet to the Afterwork Timer field on the ACD Agent Groups Subform (Subform 39). Paths Using This Group This box allows the system planner to note the paths using this group. Refer to this box when transferring agent group information to the path planner sheets. Path Planner 4.6 4-4 The path planner sheet illustrated in Figure 4-2 is used in conjunction with the agent group planner when laying out the routing for incoming ACD calls. The planner identifies all major elements that must be addressed while setting up the system. Issue 1 Revision 0 March 1997 Configuring an ACD System Once the path planner has been completed to the ACD system designer’s the information is transferred to the CDE forms for system programming. satisfaction, The CDE forms that pertain to the ACD TELEMARKETER feature are described in Section 9 of this practice. For a description of all system CDE forms, refer to the Customer Data Entry Practice. Appendix B of this practice contains additional blank copies of the Path Planner. Figure 4-2 shows a blank path planner sheet. The following subsections describe the fields on this sheet. Examples later in this section illustrate the use of a Path Planner and trace calls through completed path planners. Unless mentioned otherwise, all fields on the path planner have corresponding fields on one of the CDE forms used in programming the system. Purpose of This Path The Purpose of this Path field allows the designer to summarize in a few words the intention of this path. The information in this field is for information only and is not programmed on any form during CDE. Name The Name field contains a descriptive name that identifies This name appears in the ACD path monitor displays and SUPERSET 4.20 telephone when the set is presented with calls for more than one path can answer the caller with an the function of the path. on the agent’s a call. Agents that handle appropriate greeting. During CDE, transfer this information from the path planner field on the ACD Path form (Form 41). sheet to the ACD Path Path Access Code The Path Access Code field identifies the path to the rest of access code can be a destination in the Non-Dial-In Trunks Rerouting Table. The path access code can also be attached can be entered in another path planner as an inter-flow point forwarding destination for a SUPERSET 410 or SUPERSET the system. The path form and in the Call to a Dial-In Trunk, or it and programmed as a 420 station. During CDE, transferthe information in this field of the path planner sheet to the “Access Code for This ACD Path” field on the ACD Path form (Form 41). Priority The Priority field sets the relative priority for all calls that arrive on this path. The priority remains with the call for its duration, regardless of the overflow handling programmed for the path. Priorities range from 1 through 99, with 1 being highest. During CDE, transfer this information on the ACD Path form (Form 41). from the Path Planner sheet to the Priority field Path Number The Path Number field identifies the path number in the range 1 through number is used to sort the paths on the Path Summary display. March 1997 Issue 1 Revision 0 99. This 4-5 ACD TELEMARKETER Applications Package ACD TELEMARKETER PATH PLANNER Purpose of this Path: + Yes e c immediately when no agents are logged in? YIN - QUEUED CALLS ’ + + interflow QUEUED CALLS QUEUED CALLS QUEUED CALLS 2nd Ovefflow 3rd Overflow Agent Group + No * Interflow? Yes Q piii$gq b&Y Interflow Point: caL2ys’ INSTRUCTIONS: 1. Complete a Path Planner for each path. 2. Caller can listen to RADs with the option of Music on Hold (MOH) or an alternate music source/recording (PAD q Hunt Group Access Code.) 3. Callers dialing into this ACD path will interffow immediately 4. Copy the appropriate between the PADS when no agents are logged in if yes is chosen. Agent Group Number from the Agent Group Planner. 5. The Primary Agent Group must be programmed. The path has the option of three Overflow Groups and lntefflow out of the Path. If the next Overflow Group is not programmed the call either interflows out of the path or remains as is until the call is answered or the caller hangs up. 6. Default Interflow pmeout is 54 minutes. The call interflows (if enabled) or drops when the timer expires or when prediction mdrcates that the call will not be answered within the timer interval. Interflow time starts when the call enters the path. cc0390 Figure 4-6 Issue 1 4-2 Path Planner Revision 0 March 1997 Configuring an ACD System During CDE, transfer this information from the Path Planner sheet to the ACD Path field on the ACD Path form (Form 41). Delay to Answer The Delay to Answer field contains the value of the Delay for Ringback timer. This value should be set high enough to ensure the caller hears ringback from the CO or SX-200 ML PABX before the agent answers. In some situations, caller confusion may arise if the agent answers the call before the caller hears ringback. This field can be set to any value from 1 second through 54 minutes. The system default is 3 seconds. During CDE, transfer this information from the Path Planner Ringback field on the ACD Path form (Form 41). Recording sheet to the Delay For 1 The Recording 1 box contains the first recording group: the following three fields to capture the parameters for RAD: This field contains the access code of the RAD group that contains Recording 1. During CDE, transfer this information from the Path Planner sheet to the Recording 1: Access Code field on the ACD Path form (Form 41). Start: The Start field specifies the time between the end of the Delay for Ringback timer and the start of the first recording. During CDE, transfer this information from the Path Planner sheet to the “Recording 1: Start Time” field on the ACD Path form (Form 41). Name: The Name field specifies the name of the RAD Group for Recording 1. During CDE, transfer this information from the Path Planner sheet to the Name field on the Hunt Group form. MOHorExt# The MOH or Ext # field allows the designer to specify what callers hear after Recording 1 is finished. The designer can give callers music on hold (MOH) from the system music source, or an alternate music source from an ONS port. Circle MOH to indicate music from the system music source, or enter the ONS port directory number that supplies the alternate music. If no music is connected, the caller hears silence. During CDE, if an alternate music source has been selected, transfer this information from the path planner sheet to the Recording 1: Music Source Following field on the ACD Path form (Form 41). If MOH has been selected, no CDE action is required because the system connects to the default music source. Recording 2 through 4 Use the boxes labeled Recording 2 through 4 to specify the parameters for the additional recordings supplied to the caller while waiting for an agent. The MOH or Alternate fields can be used to specify different musicsources following each recording. During CDE, transfer the information March 1997 Issue 1 from these fields as described Revision 0 under Recording 1. 4-7 ACD TELEMARKETER Applications Queued Package Calls The Queued Calls above each agent group block represent the calls queued against the agent group. No information is required in this block and there are no corresponding entries on CDE forms. Primary Agent Group Transfer the number from the Agent Group Planner Primary for this path. Overflow of the agent group designated as Group Exists For the box labeled Overflow Group Exists, circle Yes if the first overflow group is to be assigned to this path, or No if no overflow group is assigned. If Yes was selected, repeat the planning steps above for each of the overflow groups. lntetflow Next to the box labeled Inter-flow, circle Yes if an inter-flow point is to be assigned this path. Circle No if no inter-flow is to be assigned. Interflow to Point The Inter-flow Point # field specifies the access code for the inter-flow device. This access code can be a listed directory number for a station, console, nightbell, ACD path, station/set hunt group, UCD agent group, or system speedcall number. If Select Drop is left blank, the system drops the call rather than allow the call to inter-flow. If inter-flow is allowed for this path, enter the directory number of the inter-flow point. During CDE, transfer this information from the Path Planner sheet to the Inter-flow Point Access Code field on the ACD Path form. Interflow Timeout The Inter-flow Timeout field specifies the waiting time for an ACD call before the system routes the call to an inter-flow point outside the ACD system. The timer range is from 1 second to 54 minutes. During CDE, transfer this information from the path planner Timeout field on the ACD Path form (Form 41). Allow Overflow sheet to the Inter-flow to Interflow The Allow Overflow to Inter-flow Point Before Timeout field specifies whether the system can force calls to the interflow point as soon as the system determines that the call is unlikely to be answered, without waiting for the Inter-flow Timeout timer to expire. During CDE, transfer this information from the path planner sheet to the Allow Overflow to Inter-flow Point Before Timeout field on the ACD Path form (Form 41). 4-8 Issue 1 Revision 0 March 1997 5 ACD Agent Sets This section describes the ACD TELEMARKETER SUPERSET 420 telephones used by ACD agents. features are provided: ACD agent login and logout Agent functions Special feature keys, set displays l . l and/or features on SUPERSET 410 and Descriptions of the following indicators. The information in this section is aimed at persons planning an ACD installation, up an ACD system, and operating the sets in an existing system. setting ACD Agent Login/Logout 5.1 All ACD positions are linked to software, not hardware, so the system recognizes a login from any SUPERSET 410 or SUPERSET 420 telephone within the SX-200 ML PABX, and immediately transforms the set to the user’s preprogrammed specifications. The system routes calls to an agent only after the agent logs in to the ACD system. When a position logs in, the set’s name, COS, speedcall, and feature keys are replaced by those assigned to the position in CDE. Call forwarding, DND, redial, reminders, callbacks or messaging are not affected by position login. While agents are logged in to the ACD system, they can’t program their personal keys. Login To log in, the agent dials an access code followed by the ID number assigned through CDE. Dial tone indicates a successful login. In addition, the status indicator beside the Make Busy key turns on solid and ACD LOGIN appears briefly on display sets. It is recommended that you do not program multiple line appearances of a prime line. Login Conditions The following l l l l March 1997 conditions must be met before an ACD position can log in: The position must not be already logged in. The position must be logging into a SUPERSET 410 or SUPERSET 420 telephone. The position will be unable to log in when there are multiple line appearances of a prime line, or when there are key definitions in the position’s ACD Keys Template for keys which are not physically present on the set (keys 7 to 15 on a SUPERSET 410 set and keys 13 to 15 on a SUPERSET 420 set). An “INVALID KEY” message will appear on the SUPERSET 420 in this case. The position must have the ACD template enabled in its Class of Service (COS). Issue 1 Revision 0 for the set type being programmed 5-l ACD TELEMARKETER Applications l l Package The SUPERSET telephone cannot have a Programmable associated with it. The SUPERSET telephone must not have appearances programmed elsewhere in the system. Key Module of its prime (PKM) line Logout To log out, the agent dials the login/logout access code. ACD LOGOUT appears briefly on display sets. Dial tone indicates a successful logout. To log in to another group, the agent dials the access code followed by the ID number for the second group. Logout Conditions An agent cannot log out while on an ACD call. If an agent on an ACD call (in progress or on softhold) attempts to log out, the agent receives reorder tone. If a position is logged in at a SUPERSET 470 or SUPERSET 420 set and the user changes the set at that extension to an illegal ACD device, the position will be automatically logged out. ACD Agent Functions 5.2 Each logged in agent uses a SUPERSET 470 or SUPERSET 420 telephone that is normally programmed with one line select key or personal key assigned as a Make Busy key, and a second as a Queue Status key. SUPERSET 420 agents also have access to a HELP softkey. The following subsections describe the functions of these keys and their operation. Make Busy Key Purpose 5.3 Every agent set should Make Busy feature key. be preprogrammed with one personal key allocated as a Activating the Make Busy feature prevents ACD calls from ringing the set. Normal operation of the set is not affected and calls in progress are not disrupted. An agent can press the Make Busy key when the set is idle or during a call. If the agent presses the Make Busy key during a call, the set is automatically placed in Make Busy state when the agent goes on hook. The set remains in the Make Busy state until canceled by the agent. Operation Press the Make Busy feature key. To cancel Make Busy, press the Make Busy key again. When calls ringing the set are not answered within the period specified by the Call Forward No Answer Timer in the agent’s COS, the system places the set in Make Busy, and causes the LCD beside the Make Busy key to flash to advise the agent of the Make Busy state (see below). The agent must press the Make Busy key to cancel the Make Busy state. 5-2 Issue 1 Revision 0 March 1997 ACD Agent Sets Make Busy LCD indicators The LCD indicator beside the Make Busy key will flash when the set is in the Make Busy state, The LCD indicator remains on solid when the set is not in Make Busy mode. Figure 5-l shows the LCD indicators associated with the Make Busy key. I KEY STATUS I MAKE BUSY LCD SYMBOL I am q IN MAKE BUSY FAST FLASH (150 MSEC ON/l50 I OFF) q NOT IN MAKE BUSY SOLID TRIANGLE EE0402 Figure 5-I Make Busy LCD Indicator Queue Status Key Purpose 5.4 The Queue Status key and the LCD beside the key show the agent the current status of the call waiting queue and the load condition of the queue. The following operational information applies only to the SUPERSET 420 telephone sets. Pressing the Queue Status key has no effect on the SUPERSET 4 70 telephone. Note, however, that the LCD Indicators described below apply to all three telephone sets. Operation When the Queue Status key is pressed, the main display on the set shows the queue number, the number of ACD calls waiting in the queue, and the longest call waiting time. Figure 5-2 shows a typical display on the SUPERSET 420 telephone set. In this example, group number 1 is displayed, showing IO calls in the queue waiting to be answered. The oldest call has been waiting for 3 minutes and 16 seconds. I Figure March 1997 5-2 Sample Issue 1 Queue Revision 0 Status Display 5-3 ACD TELEMARKETER Applications Package At this point, the agent can press the SuperKey to terminate the Queue Status display. A NAME softkey will appear if the group had been assigned a name in CDE. Pressing this softkey displays the group name. While on an ACD call, the HELP softkey is available to agents who use SUPERSET telephone sets. Paragraph 5.5 describes the HELP function. 420 Queue Status LCD Indicators The LCD beside the Queue Status key on the SUPERSET 4 70 and SUPERSET 420 telephones indicates the load condition of the agent queue. The LCD is off when there are no calls waiting for an idle agent. When ACD calls are waiting to be answered, the LCD lights to indicate the queue status according to predefined threshold levels for the agent’s group. The LCD is updated periodically to indicate when a call remains waiting in the queue beyond an assigned threshold time. Two status threshold times are programmed in CDE for each agent group. As the timers expire, the LCD is updated to inform the agent of the workload. Figure 5-3 shows the LCD indicators associated with the Queue Status key. KEY YJEUE STATUS STATUS LCD SYMBOL q NO CALLS WAITING CALLS WAITING BEFORE FIRST THRESHOLD PERIOD El SOLID TRIANGLE CALLS WAITING BETWEEN THRESHOLD PERIODS FIRST AND SECOND mom q mnmm q mm SLOW FLASH (750 MSEC ON/750 OFF) CALLS WAITING PERIOD LONGER THAN SECOND THRESHOLD PULSED FLASH (600 MSEC ON1150 OFF) CALLS HAVE OVERFLOWED FAST FLASH (150 MSEC ON1150 OFF) EEO4@ Figure 5-4 5-3 Queue Issue 1 Status LCD Status Revision 0 Indicators March 1997 ACD Agent Sets HELP Softkey Purpose 5.5 During an ACD call, SUPERSET 420 agent sets display the HELP prompt. Help allows the agent, while involved in an ACD call, to request that a supervisor monitor the call. The agent may also tape the call by pressing the HELP softkey and dialing the directory number of a recording device. This recording device must be a member of a hunt group. The HELP function is not available on the SUPERSET 470 telephone. Operation To request help while involved in an ACD call, the agent presses the HELP softkey. The display changes to CALL SUPERVISOR (or CALL SENIORS. if the agent is reporting directly to a senior supervisor). Three choices are then presented to the agent. To complete the help request call to the supervisor, the agent may press the YES softkey. If the agent decides to terminate the help request, the SuperKey is pressed. When the NO softkey is pressed, an ENTER NUMBER prompt appears. The agent may select another help destination by either dialing a valid destination number or by pressing a programmed speed call. A valid destination number in this case is the ID for the supervisor or senior supervisor, or an access code for a recording hunt group. Once a valid number has been entered, the agent presses the CALL softkey to complete the call. HELP REQUESTED appears on the agent set when the destination begins to ring. When the help request is answered, the agent set display changes to “XXXXX INTRUDING” where “XxXxX” is the helper’s extension number. If the destination unavailable, the agent set displays DESTINATION BUSY. The ENTER NUMBER prompt is shown again to enable the Agent to redirect the request. The person or recording device that responds to the help call is automatically in a “listen only” state. A supervisor or senior supervisor may break into the conversation by pressing the TRANS/CONF key. is placed After Work Timer Purpose 5.6 When an agent completes an ACD call, a programmable “After Work Time” period is allotted during which the agent can complete work generated by the ACD call. Agents using SUPERSET work is completed before take the next ACD call. March 1997 420 telephones can cancel the “After Work Timer” if their the timer expires. Canceling the timer allows the agent to Issue 1 Revision 0 5-5 ACD TELEMARKETER Applications Package Displays are provided on SUPERSET 420 telephones to indicate that the After Work Timer is running. The SUPERSET does not provide an After Work Timer display and an agent using this set is unable to cancel the work timer. Operation To cancel the After Work Timer, press the RESUME softkey. Auto Answer 5.7 The agent’s set can be programmed with a COS option to auto-answer when a call arrives at the set. Auto Answer can be forced to be turned on when the agent logs in. The auto-answer process is described below: 1. Call arrives at free agent. 2. The agent’s ringing. SUPERSET 470 or SUPERSET 3. The agent’s connected. SUPERSET telephone 4. At the completion 5. Agent’s SUPERSETtelephone Note below. 6. The After Work Timer starts. 7. When After Work Timer expires, 8. Agent’s SUPERSETtelephone for all new calls. Note: 5-6 answers of the call, the external 420 telephone gives a burst the call and the two parties of are party hangs up. gives a hang up tone (Miscellaneous Tone). See a new call is waiting. gives a burst of ringing, and the sequence repeats Agents occasionally mistake the hang-up tone, which indicates the end of a call, for a burst of ringing which indicates a new call. This can lead to confusion because the agent is actually on the After Work Timer rather than answering a new call. Issue 1 Revision 0 March 1997 6 ACD Supervisor and Senior Supervisor Sets This section describes the ACD TELEMARKETER features on SUPERSET 420 telephones used by ACD supervisors and senior supervisors. SUPERSET 4 70 telephones cannot be used in the supervisor or senior supervisor positions. Descriptions of the following features are provided: 9 l 9 l l Senior supervisor and supervisor login and logout Senior supervisor and supervisor functions Feature keys, reports, set displays and/or indicators Call monitoring Help calls The number of agents involved determines whether there is a need for both supervisors and senior supervisors to oversee ACD operations. The information in this section is aimed at persons planning an ACD installation, up an ACD system, and operating the sets in an existing system. ACD Supervisor 6.1 and Senior Supervisor setting Login/Logout The system recognizes a supervisor only after the supervisor logs in to the ACD system. Once logged in, the set takes on the properties assigned to the supervisor through CDE. When a position logs in, the set’s name, COS, speedcall, and feature keys are replaced by those assigned to the position in CDE. Call forwarding, DND, redial, reminders, callbacks or messaging are not affected by position login. While supervisors keys. are logged in to the ACD system, they cannot program their personal Login To log in, the supervisor dials an access code followed by the ID number assigned through the ACD Supervisor Form in CDE. ACD LOGIN appears briefly in the display, and the supervisor hears dial tone. Login Conditions The following l l l March 1997 conditions must be met before an ACD position can log in: The position must not be already logged in. The position must be logging in to a SUPERSET 420 telephone. A SUPERSET 420 telephone user will be unable to log in when key definitions are in the position’s ACD Keys Template for keys which are not physically present Issue 1 Revision 0 6-1 ACD TELEMARKETER Applications 9 Package on the set (keys 13 to 15). An “INVALID KEY” message will appear SUPERSET 420 telephone in this case. The position must have an ACD template enabled in its Class of Service on the (COS). Logout To log out, dial the access code again. ACD LOGOUT appears and the supervisor hears dial tone. Press HANGUP or dial. briefly in the display If a position is logged in at a SUPERSET set and the user changes the set at that extension to an illegal ACD device, the position will be automatically logged out. ACD Supervisor Functions 6.2 The ACD supervisor position one or more agent groups. is reserved for the individual responsible for supervising Supervisors are unable to answer ACD calls. Instead, they are assigned pre-programmed keys which allow them to display status reports for agent queues and individual agents, establish a call monitor on an agent, or respond to a help request from an agent. The way in which a supervisor obtains status reports for agent queues and individual agents differs slightly depending on whether the supervisor is responsible for one or more than one agent group. Two scenarios are described group (starting at paragraph (starting at paragraph 6.8). in the following sections: supervisors with only one agent 6.4) and supervisors with more than one agent group ACD Senior Supervisor Functions 6.3 The ACD senior supervisor supervising agent groups. supervises one or more supervisors in addition to Senior supervisors are unable to answer ACD calls. Instead, they are assigned pre-programmed keys which allow them to display status reports for agent queues and individual agents, establish a call monitor on an agent, or respond to a help request from an agent. Senior supervisors obtain status reports for agent queues and individual agents in much the same way as supervisors with more than one agent group. The information provided in paragraph 6.8 onward applies to both groups. 6-2 Issue 1 Revision 0 March 1997 ACD Supervisor Supervisor 6.4 Set With One Agent Group: and Senior Supervisor Sets Overview The supervisor responsible for only one agent group will use the Queue Status, Agent Status, and Shift feature keys. The supervisor’s SUPERSET telephone requires only one Queue Status key. The remaining feature keys can be assigned as Agent Status keys. The Queue Status key provides ACD call queue information. The Agent Status key provides status reports for individual agents. The Shift key allows more than one agent to be assigned to a single Agent Status key. These keys are described in more detail below. Queue Status Key: Supervisor Set With One Agent Group Purpose 6.5 The Queue Status key and the LCD beside the key serve two functions in showing the supervisor the current status of the call waiting queue and the load condition of the queue. Bpfxation The Queue Status key is pressed to display a summary of queue activity. The set displays the agent group number, the number of ACD calls in the queue waiting to be answered, and the length of time the oldest call has been waiting. Figure 6-1 shows a typical queue status display on the SUPERSET 420 telephone. The display indicates that queue number 1 has 4 calls waiting to be answered. The longest waiting call has been in the queue for 2 minutes and 4 seconds. I Figure At this point, the supervisor display. 6-1 Queue Status Display can press the SuperKey A NAME softkey will appear if the group was assigned this softkey will display the group name. To display the next report, the supervisor Volume 1 key and the Volume ? key. to terminate the Queue Status a name during CDE. Pressing can scroll forward or backward by using the A HELP softkey displays a prompt PRESS KEY O-9. As each dial pad key is pressed, a help message is displayed on the set to remind the user which report is associated March 1997 Issue 1 Revision 0 6-3 ACD ‘ELEMARKETER Applications Package with that dial pad key. Table 6-l that displays each report. lists the supervisor queue status A CANCEL softkey appears after the HELP softkey is pressed. returns the supervisor set to the queue status mode. Table 6-l Supervisor Key Number 0 Sample 21 2 and Senior Supervisor 10 2 I WAIT 2 # ACD . I-- 8 IO:23 CALLS 3 ACD CALL 4 #NONACD 21 NON 6 # MADE 7 AVG BUSY 01:03 I 8 #ON HOLD 2 AVG HOLD 00:55 ACD A senior supervisor is shown below). This report 01:23 BUSY pressing indicates Condensed queue status report: -ACD calls answered -Number of abandoned ACD calls -Number of logged in agents -Number of times agents made busy -Number of non-ACD calls handled by the group. The average waiting time, in minutes and seconds, of logged in Agents in an Agent Group. Number of ACD calls the group has answered. Average duration of non-ACD calls. 2 Number of times agents made busy. Average duration of make busy. Number of ACD calls put on hard hold. Average duration of ACD calls on hard hold. the 0 Key will receive # AGT LOGIN 6 the number of ACD agents Issue 1 1 - Queue Status Number of non-ACD calls made/answered by the group. 8 5 CANCEL Average duration of ACD calls. 02:23 I 1 I Note: 6-4 TIME Pressing Meaning Set Display (See Note below.) 1 Reports reports and the key Revision 0 a different logged report (an example of which in. March 1997 ACD Supervisor and Senior Supervisor Sets Queue Status LCD Indicators The LCD beside the Queue Status key continuously shows the load condition of the agent group reporting to the supervisor. The LCD is off if there are no calls waiting for an idle agent. When ACD calls are waiting to be answered, the LCD lights to indicate the queue status that is based on predefined threshold levels defined for the group. The LCD is updated periodically to show when a call remains waiting in the queue beyond an assigned threshold time. Two status threshold times are programmed in CDE for each agent group. As the timers expire, the LCD is updated to inform the agent of the workload. Figure 6-2 show the LCD symbols for queue status on the SUPERSET 420 telephones. KEY ;IUEUE STATUS STATUS LCD SYMBOL NO CALLS WAITING 0 CALLS WAITING BEFORE FIRST THRESHOLD q PERIOD SOLID TRIANGLE CALLS WAITING BETWEEN THRESHOLD PERIODS FIRST AND SECOND mom q mnmm q mm SLOW FLASH (750 MSEC ON/750 OFF) CALLS WAITING PERIOD LONGER THAN SECOND THRESHOLD PULSED FLASH (600 MSEC ON1150 OFF) CALLS HAVE OVERFLOWED FAST FLASH (150 MSEC ON1150 OFF) EEO404 Figure March 1997 6-2 LCD Queue Issue 1 Status Revision 0 Indicators 6-5 ACD TELEMARKETER Applications Package Agent Status Key: Supervisor Set With One Agent Group Purpose 6.6 The Agent Status key and the LCD beside the key serve two functions in showing the supervisor the current status of an individual agent, and reporting on the performance of the agent. Operation Press the Agent Status key to start the report displays, beginning with the current state of the first agent in the group. An agent can be in any one of the following states: LOG OUT ACD CALL NON ACD or DND MAKE BUSY WAITING ACD WORK ACD HOLD Pressing subsequent keys allows the supervisor to identify the name of the agent and to obtain further agent status information. Ten categories of agent reports are available to the ACD supervisor. It is not necessary to exit one Agent Status display before moving on to check the status of the next agent. Pressing the Agent Status key while already in agent status mode allows the supervisor to start the report display for the next agent. Figure 6-3 shows a sample key is pressed. display on the SUPERSET The supervisor is then presented with a number terminates the Agent Status display. 420, when the Agent Status of options. Pressing the SuperKey Pressing the NAME softkey identifies the agent associated with the displayed agent status. Additionally, when these softkeys are pressed, the CALL softkey is displayed. This key allows the supervisor to call the agent without dialing the Agent ID number or extension number. To display the next report, the supervisor Volume & key and the Volume 1‘ key. The FWD or BACK softkeys previous agent in the group. 6-6 can scroll forward allow the supervisor Issue 1 Revision 0 or backward by using the to move on to the next or to the March 1997 ACD Supervisor and Senior Supervisor Sets To access the HELP softkey, the user must press an Agent Status key and then dial 0 on the dial pad. The HELP softkey prompts the user to ‘PRESS KEY O-9’. Pressing a dial pad key displays a help message to remind the user which repot-t is associated with the dial pad key. See Table 6-2 for a list of dial pad keys and examples and explanations of the agent reports available. Table 6-2 Senior Supervisor Key Number March 1997 and Supervisor Sample Set Display 0 398 BOB 1 WAIT 2 # ACD 3 ACD 4 #NONACD 5 NON 6 # MADE 7 AVG BUSY 02:58 8 #ON HOLD 2 9 AVG HOLD 00:47 Reports - Agent Status Meaning Agent identification TIME 01 :55 CALL CALL 25 Average duration of ACD calls. 2 Number of non-ACD calls made/answered by the agent. 01:46 BUSY Issue 1 Average waiting time for the agent. Number of ACD calls answered by the agent. 02:25 ACD number and name. Average duration of non-ACD calls. 2 Revision 0 Number of times the agent made busy. Average duration of make busy state. Number of ACD calls put on hard hold. Average duration of ACD calls on hard hold. 6-7 ACD TELEMARKETER Applications Package Agent Status LCD Indicators The LCD beside the Agent Status key continuously shows the call-status of the agent assigned to the key. The LCD is off when the agent is logged out. The display changes to reflect changes in the status of the ACD agent. Figure 6-4 describes the agent status LCD indicators on a SUPERSET 420 telephone. KEY AGENT STATUS STATUS AGENT LOGGED OUT AGENT LOGGED IN - NO CALLS WAITING LCD SYMBOL cl q mnmm q mm PULSED FLASH (600 MSEC ON1150 OFF) AGENT IN MAKE BUSY STATUS FAST FLASH (150 MSEC ON/i50 a mom AGENT ON ACD CALL AGENT ON NONACD OFF) CALL OR DND SLOW FLASH (750 MSEC ON/750 OFF) q El ACD CALL ON HOLD AFTER-CALL Figure 6-8 WORK TIMER 6-4 LCD Agent Issue 1 Status Revision 0 Indicators March 1997 ACD Supervisor Shift Key: Supervisor 6.7 and Senior Supervisor Sets Set With One Agent Group If an ACD supervisor has more agents than available keys, the system provides a Shift key. The Shift key allows the supervisor’s set to accommodate more than one agent on a single Agent Status key. Operation If there are three agents in a group and two Agent Status keys information one and two is displayed by Agent Status keys one and two respectively. for agents Reports for the third agent are viewed on the first Agent Status key and are accessed by pressing the Shift key followed by the Agent Status key. At this point, the name and ID of Agent 03 are displayed and the LCD indicator shows the status of the third agent. Figure 6-5 provides an example of a configuration with three Agent Status keys and seven agents. Pressing Agent Status key 1 displays the status of Agent 1. Pressing the Shift key at this point displays Agent 4. Agents 2 and 3 are associated with Agent Status keys 2 and 3 respectively. KEY NAME Agent Status Key #l display Agent Status Agent 1 Shift none Agent 7 March 1997 none I Agent 1 6-5 Using Issue 1 Agent 6 I I I Figure Agent 3 Agent 5 Agent 4 Shift Agent Status Key #3 display Agent 2 I Shift Agent Status Key #2 display I Agent 2 the Shift Key to Check Revision 0 Agent Agent 3 Status 6-9 ACD TELEMARKETER Applications Senior Supervisors Overview 6.8 Package and Supervisors With More than One Agent Group: Senior supervisors and supervisors who are responsible for more than one agent group use one Queue Status key for each agent group, the Shift key and the AGENT softkey. Senior supervisors and supervisors who are responsible for more than one agent group cannot have Agent Status keys programmed on their sets. Each Queue Status key provides information about one of the agent groups. The Shift key allows the senior supervisor or supervisor’s telephone set to accommodate more than one agent group on a single Queue Status key. The AGENT softkey provides individual agent status information. These keys are described in more detail below. Queue Status Key: Senior Supervisors Agent Group and Supervisors With More than One Purpose 6.9 The Queue Status key and the LCD display senior supervisor or supervisor with queue agent group. beside the key (Figure 6-2) provide the and load condition information for one In addition, the AGENT softkey, which appears after the Queue Status key has been pressed, provides reports on individual agents within the displayed group. Operation Press the Queue Status key of the desired agent group. The set displays the agent group number, the number of ACD calls in the queue waiting to be answered, and the length of time that the oldest call has been waiting. Figure 6-3 shows a typical queue status display on the SUPERSET 420 telephone. The display indicates that queue number 5 has 10 calls waiting to be answered. The longest waiting call has been in the queue for 2 minutes and 4 seconds. Figure 6-6 Agent At this point, there are several options Pressing the SuperKey will terminate Status Display available to the senior supervisor the Queue Status display. The NAME softkey will display the name of the agent assigned during CDE. group, if a name or supervisor. had been Pressing the HELP softkey displays the prompt PRESS KEY O-9. As each dial pad key is pressed, a help message is displayed on the set to remind the user which report 6-10 Issue 1 Revision 0 March 1997 ACD Supervisor is associated with that dial pad key. Table 6-1 lists the queue key that displays each report. and Senior Supervisor Sets status reports and the To display the next report, the senior supervisor or supervisor can scroll forward or backward to the next agent report by using the Volume .L key and the Volume ‘? key. READ or AGENT Softkey The AGENT softkey also appears after the Queue Status key has been pressed. This softkey provides access to a variety of reports for individual agents within the displayed group. The identification of the first agent in the group is displayed initially. From this point, the senior supervisor or supervisor can scroll backward or forward through agent reports, call the agent by pressing the CALL softkey, request help on agent reports (see Table 6-2), move onto the next or previous agent in the group (FWD and BACK softkeys) or CANCEL the agent reports and return to Queue Status mode. Shift Key: Senior Supervisors 6.10 and Supervisors With More than One Agent Group The Shift feature key is assigned during Customer Data Entry. It is required when the number of agent groups that a senior supervisor or supervisor controls is greater than the number of Queue Status keys on the supervisory set. The Shift key allows one Queue Status key to address more than one agent group. This key has no effect when the number of Queue Status keys programmed is greater than the number of agent groups. Operation If there are three agent groups and two Queue Status keys, information for agent groups one and two is displayed by Queue Status keys one and two respectively. Reports for the third agent group are viewed on the first Queue Status key; they are accessed by pressing the Shift key and then the Queue Status key. At this point the name and ID of Agent Group 3 is displayed and the LCD indicator reflects the status of the third agent group. The example in Figure 6-7 shows a configuration with three Queue Status keys and seven agent groups. Pressing the Queue Status key 1 displays the status of Agent Group 1. Pressing the Shift key at this point displays Agent Group 4. Queue Status Key #I display Queue Status Key #2 display Queue Status Key #3 display Queue Status Agent Group 1 Agent Group 2 Agent Group 3 Shift Agent Group 4 Agent Group 5 Agent Group 6 Shift Agent Group 7 none none Shift Agent Group 1 Agent Group 2 Agent Group 3 KEY NAME Figure March 1997 Issue 1 6-7 Shift Key Operation Revision 0 6-1 1 ACD TELEMARKETER Applications Package Call Monitoring Purpose 6.11 The Call Monitoring feature allows the senior supervisor or supervisor to listen-in on an agent’s conversation. During a call monitor, the system gives the supervisory set a one-way audio path, thus preventing the agent and the caller from hearing the supervisor. Restrictions The monitoring can be performed on any line and on any agent conversation that can be overridden. Monitoring is not permitted, for example, on 5-party calls, held calls and conferences. Keyline privacy is ignored for the call monitor. Programming To enable 0 a assign form enable monitoring: an ACD Silent Monitoring System access code in the Feature Access Code CDE Option 42, ACD Silent Monitoring If agents are to be notified when a monitor is in progress, enable System Option 43, ACD Silent Monitoring Beeps. When the monitoring starts, the agent hears beeps and the set displays the extension number of the monitoring set followed by “INTRUDING”. The senior supervisor or supervisor initiates a call monitor access code, followed by the agent’s ID code. l l l 0 0 l by dialing the ACD Monitor If the agent set is idle and COS option 655 is disabled in the supervisor’s class of service, the supervisory set indicates the agent’s set is idle. If the agent is in a call and call monitoring begins, the supervisory set displays the extension number of the agent’s set. An agent may be monitored by only one supervisor at a time. A senior supervisor or supervisor attempting to monitor an agent who is already being monitored receives busy tone and the normal busy display. An illegal user attempting to set up a monitor causes an ACCESS DENIED message to appear on the set. An attempt to monitor an agent who is not logged in results in a set displaying that the number is invalid. Attempting to monitor an agent who has Do Not Disturb activated and is idle results in the supervisory set displaying that the set has Do Not Disturb activated. At any time while monitoring, the senior supervisor conversation by pressing the TRANS/CONF key. or supervisor may enter the If COS option 655 is disabled in the supervising set’s class of service, that supervisor will be disconnected from monitoring when the agent places the caller on hold, transfers 6-12 Issue 1 Revision 0 March 1997 ACD Supervisor and Senior Supervisor the call, or the call is terminated by the agent or the ACD caller. The supervisory displays “DISCONNECTED” and the system gives re-order tone. If COS option 655 is enabled in the will not be disconnected regardless agent set places the caller on hold, terminate their call, the supervisor’s “WAITING”. The supervisor ends monitoring Sets set supervising set’s class of service, that supervisor of the call state, unless the agent logs off. If the performs a transfer, or the agent or ACD caller set goes into waiting state and displays by pressing the CANCEL key. Help Call Feature 6.12 The Help Call feature is initiated by an agent who needs assistance from a supervisor. A supervisor or senior supervisor receiving a help request gets an audible and visual indication on the SUPERSET 420 telephone. Operation When an agent initiates a help request, the supervisory set rings and the display changes to “HELP” followed by the agent’s name and ID number. When the senior supervisor or supervisor lifts the handset, a monitor begins. To form a conference with the agent and ACD caller, the supervisor/senior supervisor must press the TRANSCONF key. If a help request is sent to a busy supervisory set, the set rings and displays “HELP” with the agent’s name and ID. The supervisory set can only handle the request after the current call is terminated. If auto answer is enabled will ring until the handset March 1997 at a supervisory is lifted. Issue 1 telephone, Revision 0 it will be ignored. The telephone 6-13 ACD TELEMARKETER Applications 6-14 Package Issue 1 Revision 0 March 1997 7 Reports The ACD TELEMARKETER package generates a series of printer directed reports that list call and performance information for agents, paths, and groups. The Agent Shift Summary Record covers the agent’s logon period and is automatically printed when an agent logs off. The Path and Group Summary reports present information collected over a pre-defined period. The reporting parameters may be selected through the maintenance terminal or the console. Refer to Report Commands (paragraph 7.5) for descriptions of the parameters and how they are selected. Agent Shift Summary 7.1 Record An Agent Shift Summary Record prints automatically whenever an agent logs out. Once enabled, this report requires no predefined time parameters. Refer to the SET Command section of paragraph 7.5 for instructions on enabling the Agent Shift Summary Record. Figure 7-I and Figure 7-2 provide examples fields in the record are defined in Table 7-l. DATE GRP AGENT EXTN LOGIN SHIFT 00349 01432 13:28 06:35 091271950018 CALLS of Agent Shift Summary TIME 0485 03:34:51 EXT-OUT TIME 0016 01:25:28 MAKEBUSY 1 Records. The TIME 00:15:02 cc0417 Figure 7-1 Agent Shift Record - Example 1 The display in Figure 7-1 shows that on September 27,1995, agent 349 of agent group 18 at extension 1432 logged on at 13:28 for a period of 6 hours and 35 minutes. The agent answered seconds. 485 ACD calls which lasted a total of 3 hours, 34 minutes and 51 Sixteen non-ACD external outgoing calls lasting a total of 1 hour, 25 minutes and 26 seconds were made by this agent during the shift. The agent’s extension was in Make Busy state once for 15 minutes and 2 seconds. DATE GRP AGENT 11112/94 0001 24157 EXTN LOGIN SHIFT CALLS TIME 05211 08:26 07:45 0036 07:01:23 EXT-OUT TIME MAKEBUSY TIME 0008 00:31:52 3 00:35:10 Cc&l18 Figure 7-2 Agent Shift Records - Example 2 The example in Figure 7-2 shows that on November 12, 1994, agent 24157 of agent group 1 at extension 5211 logged on at 08:26 for a period of 7 hours and 45 minutes. March 1997 Issue 1 Revision 0 7-l ACD TELEMARKETER Applications The agent answered seconds. Package 36 ACD calls which lasted a total of 7 hours, 1 minute and 23 Eight non-ACD external outgoing calls with a total duration of 31 minutes and 52 seconds were placed by the agent during the shift. The agent’s extension was in Make Busy state three times and it spent a total of 35 minutes and 10 seconds in Make Busy. Table 7-1 Agent Shift Summary Softkey Label Record Fields Function DATE Month/day/year (mm/dd/yy). GROUP Agent group (4 digits). AGENT Agent ID (5 digits). EXTN Extension number (5 digits). LOGIN Login time (hh:mm). SHIFT Agents’ shift length (hh:mm). CALLS Number of ACD calls answered TIME Total time spent by the agent on ACD calls (hh:mm:ss). EXT-OUT Number of non-ACD external outgoing calls made (4 digits). TIME Total time the agent spent on non- ACD external outgoing calls (hh:mm:ss). MAKE BUSY Total number of times that the agent went Make Busy. TIME Total time the agent’s extension was in Make Busy (hh:mm:ss). by the agent (4 digits). Path Summary Report 7.2 A Path Summary l l total counts the number Report is printed only for programmed for traffic entering the path during the specified of those calls that were answered, abandoned, Figure 7-3 provides an example defined in Table 7-2. PERIOD: entities. This repot-t includes: 7-NOV-95 of a Path Summary Report. time period and interflowed. Fields in the report are 8:30 TO 4:30 PATH ENTERED ANSWERED ABANDONED 23 1732 1578 000:15 0020 003:08 INTERFLOWED SERVICE 0134 003:27 0 CC0420 Figure 7-3 Sample Path Summary Report The example in Figure 7-3 shows that path number 23 received these, 1578 were answered within an average of 15 seconds. 7-2 Issue 1 Revision 0 1732 calls and, of March 1997 Reports Twenty calls were abandoned after waiting an average of three minutes and eight seconds. The 134 calls that inter-flowed out of the path did so after an average time of three minutes and 27 seconds. No calls were answered within the Path Service Level time. Table 7-2 Softkey Label Report Fields Function PATH Path number. ENTERED Total number of calls entering this path. ANSWERED Total number of calls entering this path that were answered and the average time to answer. ABANDONED Number of calls which entered this path that were abandoned average time the caller waited before abandoning. INTERFLOWED Number of calls which inter-flowed out of this path and the average time before inter-flowing. SERVICE Number of callers that were answered this time frame. Group Summary 7.3 Path Summary l l l l within the path service level in Report A summary information 9 and record for the Group Reports is printed for programmed in the Group Summary Report is categorized as: entities only. The offered answered non-ACD external calls non-ACD other calls the average number of agents Figure 7-4 provides fields in this report. GROUP 12 an example OFFERED 0174 Figure logged in during the period. of a Group Summary ANSWERED NONACD EXTERNAL NON-ACD OTHER 0131 0015 4:09 0021 157 2:21 7-4 Sample Group Summary Report. Table 7-3 defines the Report The example above shows that agent group number 12 was offered 174 calls, 131 of which the group handled. Each agent spent an average of two minutes and 21 seconds speaking to the caller. The 15 non-ACD external calls placed by the group had an average duration of four minutes and nine seconds. Other non-ACD calls, a total of 21, lasted an average of one minute and 57 seconds. An average of seven agents were logged in for this report period. March 1997 Issue 1 Revision 0 7-3 ACD TELEMARKETER Applications Package Table 7-3 Group Summary Softkey Label Report Fields Function GROUP Group number being summarized. OFFERED Total number of calls offered to the group during the reporting period from all paths. ANSWERED Total number of ACD calls that were answered by this group and the average length of time agents spent talking to the caller. NON-ACD EXTERNAL Total number of external calls made by this group and the average time of these calls. NON-ACD OTHER Total number of calls, other than non-ACD external calls and ACD calls, made and received by the group and the average time of these calls. AVERAGE LOGGED IN Average number of agents logged in during the period. The number logged in is calculated every time that the queue status keys are updated, and these counts are then averaged. Printing Reports 7.4 Before the reports follows: can be printed, CDE Form 34, Directed - assign assignment must be completed as IO the ACD AGT SUM and ACD GRP SUM printouts. Refer to the Customer 7-4 the printer Data Entry Practice Issue 1 Revision 0 for programming details. March 1997 Reports Report Commands 7.5 Either the maintenance terminal or console can be used to enter the softkey commands and parameters needed to start the ACD Reports. Refer to the RS-232 A&intenance Terminal Practice for instructions on using the terminal. The following subsections describe the report commands. Accessing Reports To access the reports, log in to maintenance at the console or maintenance terminal using the correct USERNAME and PASSWORD. Figure 7-5a displays the softkey labels that appear after maintenance login. To access the ACD Reports subform, press the ACD-REPORTS softkey. The softkey labels at this level are shown in Figure 7-5b. The SET softkey sets up the various parameters for the summary reports. The SHOW softkey shows the current setup of the ACD printouts. QUIT exits the user from the ACD Report mode. These softkey commands are described in more detail below. I-SYSTEM 2- J-DIAGNOSTICS 4- 5%TRAFFIC-MEAS 6-QUIT 7-LOGS 8-ACD-REPORTS g-REPORTS O- A) SOFTKEY LABELS AFTER MAINTENANCE LOGIN I-SET 2- SHOW 3- 4- 5 6-QUIT 7 8- 9- O- B) SOFTKEY LABELS FOR ACD REPORTS cc0421 SUBFORM Figure 7-5 Accessing Reports: Softkey Labels SET Command Use the SET command to enter or change any ACD Report parameters. the SET softkey, the prompts change as shown in Figure 7-6. I-AGENT-SHIFT 2-PERIOD 3-DURATION 4-AUTOPRINT 5-CANCEL 6- 7-START-TIME 8-GRP-SUMMARY 9- O- After pressing cc0422 Figure 7-6 So,ftkey Labels, SET Softkey Subform March 1997 Issue 1 Revision 0 7-5 ACD TELEMARKETER Applications Package Use the softkeys to enter the required data and to exit from the ACD REPORT The softkey functions are described in Table 7-4. Table 7-4 SET Softkey I Softkey Label Subform function. Functions Function I I AGENT-SHIFT Enables/disables printing of the agent shift summary reports. Enabled by default. PERIOD Sets the length of each reporting period from 10 minutes to 1 hour in 1 O-minute intervals. The default is 10 minutes. DURATION Sets the number of reporting periods. The duration must be a minimum of one period. The product of the duration multiplied by the period must be less than or equal to 24 hours. The default duration is 6 periods. AUTOPRINT Enables/disables printing of an intermediate porting period. Enabled by default. CANCEL Terminates the SET command. START-TIME Sets the time of day, at lo-minute intervals, when the shift data collection starts. The start time must be defined before the group summary reports can be enabled. The default start time is 08:OO. GRP-SUMMARY Enables/disables printing of the group summary reports. Disabled by default. A start time must be defined before the report is enabled. Note: report at the end of each re- 1. The DURATION, PERIOD, GRP-SUMMARY, and the START-TIMEcannot bechanged the report is running. Stop the report before attempting to change these parameters. 2. The start time is used to clear the shift buffers, even if no printouts MONITORS section. are enabled. once See ACD SHOW Command Use the SHOW command to display the status of the ACD reports. softkey is pressed, the labels change as shown in Figure 7-7. 2- l- Figure 7-6 3-STATUS 7-7 Softkey Issue 1 Labels 4- for SHOW Revision 0 After the SHOW 5-CANCEL Softkey Subform March 1997 Reports Use the softkeys to enter the required described in Table 7-5. data. The SHOW subform Table 7-5 SHOW Softkey Softkey Subform Label STATUS softkey functions are Functions Function The STATUS softkey displays the following information in the screen window: GROUP SUMMARY: ON/OFF CANCEL STATUS : Active/Inactive AUTO PRINT : ON/OFF STARTTIME : hh:mm PERIOD : nn minutes DURATION : nn periods AGENT SHIFT : ON/OFF Cancels the show command. QUIT Command This softkey command console or terminal. March 1997 allows the user to exit from the ACD REPORT Issue 1 Revision 0 mode at the 7-7 ACD TELEMARKETER Applications 7-8 Package Issue 1 Revision 0 March 1997 r 8 ACD Monitors The ACD Monitors act as a “window” to the ACD system by giving ACD supervisors an event-display that is updated after the completion of each ACD activity. This section describes the purpose and content of each monitor and defines the monitor fields and the keys available in each display. Four Types of Monitors 8.1 The monitors allow access to four areas of the ACD supervisor may view current information for: TELEMARKETER system. The System Activity The System Activity monitor displays the current status of the ACD system. The display shows the number of agents logged in, the number of calls in the system, and general statistics on agent performance. Refer to paragraph 8.4 for further details. Paths The Path Summary monitors are a series of displays for individual paths. Displays include the CDE programmed parameters of the path, the current activity on the path, and a brief statistical analysis for the path. See paragraph 8.5. Agent Groups The Agent Groups Summary monitors are a series of displays for individual agent groups. Displays include the CDE programmed data for each agent group, the current activity of the group, and a brief current and historical analysis of statistical data for the group. Refer to paragraph 8.6. The Agent Information monitors are a series of displays for individual ACD agents. Displays include CDE programmed data for each agent in the system, the current activity of the agents, and a brief current and historical analysis of statistical data for the agents. More details are provided in paragraph 8.7. Hierarchy of Monitor Displays 8.2 The monitor data is presented in a series of displays on a standard VTIOOTM compatible terminal. Most displays show a summary of performance over the last hour of operation, or from the beginning of an agent’s shift. The monitors are arranged in a hierarchy as shown in Figure 8-l. March 1997 Issue 1 Revision 0 8-l ACD TELEMARKETER Applications Package MONITOR PATHS SUMMARY i P!OG )I STATS ACD SYSTEM AGENT GROUPS 11 ,I,,, 1 [ P!OG 11 SUMMARY STATS AGENTS SUMMARY 11 ‘IT, 1 1 P!OG 11 STATS I) ijl”l7-Y ) cc0374 Figure Accessing 8-I Monitor Hierarchy Monitors Restrictions 8.3 The monitors are accessed through a VTIOO-type terminal connected to a dataset. The dataset connects each Data Terminal (DTE) to a DNIC circuit on the SX-200 ML PABX. The DTE connected to the dataset must be an ASCII data device that uses an RS-232C interface. As many as four users can access the monitors simultaneously. While most displays are updated every 5 to 10 seconds, the update rate will vary according to the number of users currently requesting monitor displays. Entering Monitor Mode Perform the following terminal: steps to gain access to the monitors 1. key. The system Press responds through a VTIOO-type with: Welcome to Mite1 SX-200 Data Switching Note: 1. 8-2 Issue 1 Revision 0 March 1997 ACD Monitors 2. To request the monitors, progress as follows: enter: MONITOR ACD or M ACD. The display shows call 1 - VT1 00 compatible 2 - IBM PC select terminal type: 1 enter password: 1000 3. If the limitation of four simultaneous monitors has been exceeded, response following the MONITOR ACD request changes to: the system Ringing System Busy, Try Again Later Note: 1. The system response the DataTransceiver’s is a programmable Class Of Service. herald that is selected during the programming of Refer to the CustomerData Entry Practicefor details. 2. The default password is 1000; however, the password is programmable. Contact your communications manager if the password needs to be changed. New passwords are assigned by accessing CDE Form 28 from a maintenance terminal or console. The level of access for monitors is softkey number 2, SUPERVISOR. Once logged in to the system, the user is presented screen, described in detail in paragraph 8.4. March 1997 Issue 1 Revision 0 with the SYSTEM ACTIVITY 8-3 ACD TELEMARKETER Applications Monitoring System Package Activity System Activity Monitor Display 8.4 After selecting MONITOR ACD, the supervisor is presented with the SYSTEM ACTIVITY monitor (Figure 8-2). This display contains a summary of the entire ACD system showing all current call activity and agent activity as well as a summary of system performance over the past hour. The fields in the System 4:06 Ptl 20-JMI-97 Activity Monitor m display are described I in Table 8-2. HITEL MD Telenarketer Figure 8-2 System Activity Monitor Display System Activity Monitor Softkeys The System Activity monitor display is accompanied by softkeys used to enter the second level in the monitor hierarchy. The softkeys presented with this display provide access to detailed displays of performance of specific paths, agent groups or agents. Table 8-1 explains the various softkeys and their purpose. 8-4 Issue 1 Revision 0 March 1997 ACD Monitors Table 8-l Softkey System Activity Monitor Label PATHS 1 Softkeys Function Prompts the user to specify a path ID. Displays the Path Monitors for the selected Path. Refer to paragraph 8.5 for details. AGENT GROUPS Prompts user to specify an Agent group number. Displays the Agent Group monitors for the selected group. Refer to paragraph 8.6 for details. AGENTS AGENTS prompts for an Agent Id number. Displays the Agent Monitors showing current agent activity and the last hour’s statistics. Refer to paragraph 8.7 for details. LANGUAGE LANGUAGE provides a FRANCAIS softkey; when pressed, it converts softkey prompts and the command line to French. When prompts are in French, the softkeys toggle to LANGUAGE and ENGLISH to allow selection of English prompts. QUIT Logs the user out of the Monitor ACD application and terminates PRINT Prints the System Activity form on the printer used for the ACD Monitor Print. Table 8-2 Terms Used In System Term Activity the session. Display Meaning Caller Activity Callers Calls Wtg The number of callers within the ACD system including callers talking to agents and callers waiting for agents, but not including callers in the delay for ringback. The number of callers queued up waiting for an agent to become available, including those listening to silence, music, alternate music, or a recorded announcement. Longst Wtg The duration, in minutes and seconds, of the call that has been waiting longest in the queues. Under 1 st The percentage of callers in the system that have been waiting less than the first threshold time programmed for the primary group of the path. Between The percentage of callers in the system that have been waiting longer than the first threshold time but less than the second threshold time programmed for the primary group of the path. After 2nd The percentage of callers in the system that have been waiting longer than the second threshold time programmed for the primary group of the path. On Recrdng Held Calls The number of calls that are listening to a recorded announcement in the queues. while waiting Indicates the number of ACD callers that have been placed on hold. Page 1 of 2 March 1997 Issue 1 Revision 0 8-5 ACD TELEMARKETER Applications Package Table 8-2 Terms Used In System Activity Term Display (continued) Meaning Agent Activity On ACD The number of agents currently on ACD calls. Ready The number of agents currently ready. Those agents are not on any type of call and are available to receive ACD calls. Make Busy The number of logged in agents that are in MAKE BUSY. These agents receive no ACD calls. DND The number of logged in agents that have DO NOT DISTURB activated. These agents receive no ACD or non-ACD calls. On Non ACD Logged On Logged Off The number of agents currently involved in incoming non-ACD calls or agent originated calls. The number of agents currently logged into ACD. 1 The number of agents currently NOT logged in to the ACD system. Summary Entered Time To Ans - Last Hour The total number of ACD calls that have entered a path in the ACD system over the past hour. The average time before a call is answered by an agent. SVC Level The summary - from all paths in the system - of the path service level statistics. The first field shows the number of calls answered within the paths’ service time; the second is the percentage of calls answered outside of the service time. Ans By Agt The number of calls received over the past hour that have been answered by an agent and the average duration of the calls. Ans By Agt The percentage of all ACD calls that entered over the past hour that were answered by an agent. On Non ACD Abandoned The number of calls over the past hour that were either incoming non-ACD calls answered by an agent or agent originated calls, and the average duration of these calls. The number of callers who abandoned before being answered the average time a caller waited before abandoning. by an agent and Page 2 of 2 8-6 Issue 1 Revision 0 March 1997 ACD Monitors Monitoring Paths Accessing 8.5 the Path Summary Display To access the Path Summary display, the user presses the PATHS softkey at the system level. The system responds by asking for a path access code. After the user enters a valid path access code, the screen changes to the Path Summary display shown in Figure 8-3. 4:13 Ptl 20-JBH-97 PRTH PftTH HUH HfiHE , II m II HITEL ACD Telenarketer HUll COHN SUtUlARY - LfiST HOUR MCESS CfiLLS TO CODE UT6 fi6TS ENTERED RHSUERED BBAHDOHED IHTERFLOUED 1 SRLES 2 SERUICE 4444 4445 - - 10 - 4 RR:R8 : 1 - 10% IJo: : l-PROGRRtlHIHG 2-STITISTICS 3-BCTIUITY 4- 5-CRHCEL 6- 7-PRIHT 8- 9- R- Figure Path Summary 8-3 Path Summary - : Display Display The system displays path information on four forms. Entry into the Path monitor sublevel begins with the Path Summary display (Figure 8-3) which shows activity on the requested path. The chosen path is the top entry on the display. If the user presses the RETURN without first entering a path number, the lowest number path is displayed. key Entering an illegal number, such as an unprogrammed or out-of-range path, results in an error message on the work-line. The system offers the CANCEL softkey. The key also cancels the error message. March 1997 Issue 1 Revision 0 8-7 ACD TELEMARKETER Applications Table 8-3 describes Package the fields in the Path Summary Display. Table 8-3 Terms Used In Path Summary Term Display Meaning Current Path Num Information The path number. Paths are displayed in ascending order by path numbers (range = 1 - 50). Path Name The name of the path as programmed Access Code in CDE. The access code of the path (1 - 5 digits). Num Calls Wtg The number of ACD calls which originated on this path that are currently queued against any of the groups programmed in the path. Conn To Agts The number of callers from this path currently talking to agents of any of the groups programmed in this path. I Summary Entered - Last Hour The number of calls that entered this path. See Note below. Answered The first entry is the number of calls answered by all groups in the path. The second entry is the average time to answer for those calls. Abandoned The first entry is the number of callers who abandoned while waiting for a group in this path. The second entry is the percentage of the calls offered that this represents, and the third is the average time a caller waited before abandoning. Interflowed The first entry is the number of callers who interflowed out of this path. The second entry is the average time to intet-flow for those calls. Note: The Entered field on the Path Summary shows the number of times a call entered the path. In cases where a path interflows to itself or to another path, each call that interflows increments the entered count. Therefore, one call into the system may have “entered” many times. Path Summary Softkeys From this point, softkeys allow the supervisor categories: CDE programmed data, statistics and current path activity. to access detailed information in three gathered on the path over the past hour, The softkeys for the Path Summary monitor are described in Table 8-4. The displays that result from pressing the PROGRAMMING, STATISTICS and ACTIVITY softkeys are discussed in the following paragraphs. 8-8 Issue 1 Revision 0 March 1997 ACD Monitors Table 8-4 Path Summary Softkey Label Display Softkeys Function PROGRAMMING Displays the Path Programmed Data form that shows information programmed in CDE for the path currently bracketed by the work-line arrows. The Path Programmed Data form is described on page 8-l 0. STATISTICS Accesses the Path Statistics form that contains a statistical overview of activity on the path at the present moment, as well as a summary of statistics collected over the past hour. ACTIVITY Accesses the Path Activity display that contains a frequently updated view of current traffic on the selected path including waiting callers and idle agents. The Path Activity form is described on page 8-14. CANCEL Returns the user to the System level display. Paragraph 8.4 describes the System level form. PRINT Prints the Path Summary form on the printer used for the ACD Monitor Print directed printout. PAGE UP If there are more path summary lines than can fit on the screen, this key accesses paths with lower Path numbers than displayed on the screen. This key only appears when an upward scroll can occur. PAGE DOWN If there are more path summary lines than can fit on the screen, this key accesses paths with higher Path numbers than displayed on the screen. This key only appears when a downward scroll can occur. March 1997 Issue 1 Revision 0 8-9 ACD TELEMARKETER Applications Path Programmed Package Data Display Pressing the PROGRAMMING softkey in the Path Summary Programmed Data form (Figure 8-4). This display contains CDE for the selected path. The fields in this display 4:14 Pll are described the Path during in Table 8-5. 20-JfiH-97 1 1100 systen oil:03 1500 no .. IGu;l 1 4444 I SALES l- 2- 3- 4- 5-CBNCEL 6- 7- 8- g-NEXT O-RETURH Figure 8-10 window displays the data entered 8-4 Path Programmed Issue 1 Revision 0 Data Display March 1997 ACD Monitors Table 8-5 Terms Used In Path Programmed Term Data Display Meaning Primary Number and name of the primary agent group for the path. Overflow 1 Number and name of the first overflow group for the path. Overflow 2 Number and name of the second overflow group for the path. Overflow 3 Number and name of the third overflow group for the path. Inter-flow Access code of the inter-flow point. I/F Enabld Yes in this field indicates that inter-flow is activated. O/F to I/F Yes in this field indicates that the call can flow from the last programmed overflow to the Inter-flow point before the Inter-flow Timeout occurs. The I/F ENABLD flag must also be “YES”. I/F Time The time, in minutes and seconds, before the call interflows out of the ACD system. Applies only if the flag I/F ENABLD is “YES”. SVC Time The time, in minutes and seconds, that defines the service level for this path. The time to answer of all calls answered on this path is compared to SVD Time and the results are shown as the service level data in the monitors. Ans Delay The time, in minutes and seconds, that the caller is allowed to hear ringback before the ACD system attempts to answer the call. Priority The priority of the ACD call. The highest priority is 1 and the lowest is 99. RADs 1 through ID Music Start March 1997 4 The access code and name of the Recorded Announcement group. Device (RAD) hunt The access code of the music source to be used after the recording has been heard. If no access code has been programmed then ‘system’ music is displayed. When no system music is available this field is blank. The time, in minutes and seconds, that a caller is connected cording after entering this path. Issue 1 Revision 0 to the specified re- 8-l 1 ACD TELEMARKETER Applications Table 8-6 describes Package the softkeys presented with the Path Programmed Table 8-6 Path Programmed Softkey Label CANCEL Data display. Data Softkeys Function Returns the user to the System level display. See paragraph System level. 8.4 for details of the PREVIOUS This softkey is present if paths exist that have lower access codes than the path being displayed. Pressing this key displays the programmed data for the next lower ACD Path. NEXT This softkey is present if paths exist that have higher access codes than the path being displayed. Pressing this key displays the programmed dataforthe next higher ACD Path. RETURN The RETURN key (either hard-key or softkey) returns the user to the PATH SUMMARY form. See paragraph 8.5 for details of the Path Summary form. Path Statistics Display Pressing the STATISTICS softkey in the Path Summary window displays the Path Statistics display (Figure 8-5). This display provides a statistical overview of the path’s performance for the current instant, as well as a summary of activity over the past hour. Table 8-7 describes the fields in this display. 4:39 PH 20-JAH-97 m .I l I IlITEL ACD Telenarketer I 1 1 - - - 1 - - - q 1 4444 8 22% 616% 1 - 8% - 6 2- 3- 4- 5-CCINCEL i- 7-PRIHT 8- 9- HEXT O-RETURH 8-5 Path Statistics Issue 1 Revision 0 75% SRLES I- Figure 8-12 1 Display March 1997 ACD Monitors Table 8-7 Terms Used In Path Statistics Term Display Meaning Programmed Information And Current Summary Group Num The agent group number or recording group number, as assigned during CDE. Group Name The name of the agent group or recording group, as assigned during CDE. Num Agt/Rec The number of logged in agents in the group. If a recording group, the number of RAD ports assigned to the group. Num Calls Wtg The number of calls from this path waiting for the agent group or recording group. Conn Agt/Rec The number of callers from this path currently talking to agents in the group, or listening to RADs. Summary - Last Hour Offered The number of ACD calls offered to the group from this path, and the percentage of the total calls offered on the path that this number represents. Answered The number of ACD calls answered by agents in the group from this path only, and the percentage of the total calls answered on the path that this number represents. Overflowed The number of calls that overflowed from the group to the next overflow point on this path, and the percentage of calls offered to the group which overflowed. Calls which overflowed to inter-flow are not counted. SVC Level< The number of ACD calls answered on the path within the path’s service time, and the percentage of calls answered that this number represents. SVC Level> The number of ACD calls answered on the path outside the path’s service time and the percentage of calls answered that this number represents. Table 8-8 describes the softkeys that are presented Table 8-8 Path Statistics Softkey Label Display with the Path Statistics Display. Softkeys Function CANCEL Returns the userto the System level. Details of the System level are in paragraph 8.4. PRINT Prints the Path Statistics at the printer used for the ACD Summary Reports directed printout. PREVIOUS This softkey is present if paths exist that have lower access codes than the path being displayed. Pressing this key displays the statistics for the next lower ACD Path. NEXT This softkey is present if paths exist that have higher access codes than the path being displayed. Pressing this key displays the statistics for the next higher ACD Path. RETURN The Return key (either hardkey or softkey) returns the user to the Path Summary form. See page 8-7 for a description of the Path Summary form. March 1997 Issue 1 Revision 0 8-13 ACD TELEMARKETER Applications Path Activity Package Display the ACTIVITY softkey in the Path Summary window presents the Path Activity display (Figure 8-6). This display provides a continuously updated picture of the traffic on a given path. Information relates to the callers queued for the path as well as any ready agents waiting for calls from the path. Pressing 4:3? Ptl 20-JfiH-97 I. m I HITEL ?lCD Telenarketer I m-mm . = T T T 4 3 1 1103 4 3 2 1 OO:ilS WI:07 oil:19 oil:19 T 4 00:05 II -1 I 1 4444 SRLES I l- 2- 3- 4- 5-CCIHCEL 6- 7- 8- g-NEXT O-RETURN Figure 8-6 Path Activity Display All queued callers that originated on the specified path are identified by trunk number or extension access code. The longest waiting caller for each group is at the bottom of the list, immediately above the horizontal line. As the number of waiting calls increases or decreases, the information is updated in that group’s column, and the horizontal bar below the first call in the queue shifts up or down the screen accordingly. The screen displays up to twelve waiting calls. When there are no calls waiting in a queue, the sub-title under the group name changes to AGENT name and READY time. As many as 12 idle agents can be listed below the horizontal bar, beginning with the longest idle agent. Overflow groups that were programmed but have no callers waiting and no agents logged in to a group, are identified by the group name in the column title. If an overflow group was not assigned during the customer data entry, the column remains blank. The fields in the display Table 8-10 describes 8-14 are defined the softkeys Issue 1 in Table 8-9. presented Revision 0 with the Path Activity Display. March 1997 ACD Monitors Table 8-9 Terms Used In The Path Activity Term Display Meaning Caller The trunk number or extension access code of the caller waiting for the agent group. No. The queue position of the caller waiting for this group. The numbers are ordered but may not be sequential if there are callers waiting forthis group who originated on another path. These other callers hold a queue position for this group but are shown on the activity display for their path. wtg The time, in minutes and seconds, that the caller has been waiting in this path. Agent The name of a ready agent in the displayed agent group. If the agent does not have a name assigned in CDE, the agent’s ID appears. Ready The time, in minutes and seconds, that the agent has been available and ready to accept an ACD call. Table 8-10 Path Activity Softkey Display Label Softkeys Function CANCEL Returns the user to the System level. Details of the System level are in paragraph 8.4. PREVIOUS This softkey is present if paths exist that have lower access codes than the path being displayed. Pressing this key displays the activity for the next lower ACD Path. NEXT This softkey is present if paths exist that have higher access codes than the path being displayed. Pressing this key displays the activity for the next higher ACD Path. RETURN The Return key (either hardkey orsoftkey) returns the userto the Path Summary form. See page 8-7 for a description of the Path Summary form. Monitoring Groups Overview 8.6 Four forms provide information about system and are described as follows: l l l l March 1997 Group Summary Group Programmed agent group. form displays the agent important Data form displays groups information programmed about each agent group. the data programmed Group Statistics form provides statistics gathered hour and since the beginning of the shift. in the ACD in CDE for each on the agent group over the past Group Activity form shows current caller and agent activity for the group. Issue 1 Revision 0 8-15 I ACD TELEMARKETER Applications Accessing Package the Agent Group Summary Form To access the Agent Group Summary form, the user presses the AGENT GROUPS softkey at the system level. The system responds by asking for an agent group number. After the user enters a valid agent group number, the screen changes to the display shown in Figure 8-7. The chosen group is at the top of the screen. The fields on the display are defined in Table 8-11. Pressing the RETURN key without first entering a group number also produces the display shown in Figure 8-7. In this case, however, groups are listed in ascending order by group number. Entering an unprogrammed or out-of-range group number results in an error message on the work-line. The CANCEL key allows deletion of the entry. Alternately, the user may press the RETURN hardkey and re-enter a group number. 4:41 Pil ZO-JBN-97 m IlITEL MD Telenarketer < 1 - 6 -: I-PROGRAHllIHG 24TfhTISTICS 3-MTIUITY 4- 5-CMKEL 6- 7-PRIHT 8- 9- o- Figure 8-16 8-7 Agent issue 1 Group Revision 0 Summary Form March 1997 ACD Monitors Table 8-11 Terms Used In Group Summary Term Display Meaning Grp Num The agent group’s number. Group Name The agent group’s name as programmed Current in CDE. State AGENTSLOGGEDON The number of agents in this group currently logged on. NUM CALLS WTG The number of ACD calls queued up, from all paths, for agents in this group. ON ACD CALLS The number of agents in this group currently active on ACD calls. Summary - last Hour OFFERED The number of incoming ACD calls offered to the group from all paths. ANSWERED The number of incoming ACD calls answered by this group and the average duration of those calls. OVERFLOWED The number of calls that overflowed as the primary group. March 1997 Issue 1 Revision 0 in any path while queued for this group 8-17 ACD TELEMARKETER Applications Agent Group Monitor Package Softkeys Softkeys which appear in the Agent Group Monitor window allow the supervisor to access detailed information on CDE programmed data, statistics gathered on the agent group over the past hour, and current group activity. The softkeys for the Agent Group monitor are described in Table 8-12. The displays that result from pressing the PROGRAMMING, STATISTICS and ACTIVITY softkeys are discussed in greater detail in the following paragraphs. Table 8-12 Group Summary Softkey Label Form Softkey Labels Function PROGRAMMING Displays the Group Programmed Data form that shows the programmed entries for the agent group currently bracketed by the work line arrows. STATISTICS Accesses the Group Statistics form that provides a statistical overview of the group’s activity at the present moment, and a summary of statistics collected over the past hour. See page 8-20 for details. ACTIVITY Accesses the Group Activity display that shows a frequently updated view of current status of the agent group. See page 8-22. CANCEL Returns the user to the System level. Details of the System level are in paragraph 8.4. PRINT Starts a dump of this form to the printer used for the ACD Monitor Pr,int. PAGE UP Accesses groups with lower numbers if there are more agent group summary lines than fit on one screen. The key appears only when an upward scroll can occur. PAGE DOWN Accesses groups with higher numbers if there are more agent group summary lines than fit on one screen. The key appears only when a downward scroll can occur. 8-18 Issue 1 Revision 0 March CDE 1997 ACD Monitors Group Programmed Data Display Pressing the PROGRAMMING softkey in the Agent Group Monitor window displays the Group Programmed Data form (Figure 8-8). This form displays the data programmed during CDE for the agent group. Table 8-13 describes the softkeys presented with the Group Programmed Display. Table 8-14 describes the fields in the display. 4:43 Pll 20-Jfitl-97 -4BBbm IlITEL SUPER 510 ACD Telenarketer 03: 00 06: 00 09: 00 00: 15 SUPER 500 mm, -4 , m ‘I ’ 1 IlfiIti l- 2- 3- 4- 5-CWKEL 6- 7- 8- g-NEXT O-RETURN Figure 8-8 Group Programmed Table 8-13 Group Programmed Softkey Data Label CANCEL Data Display Data Softkey Labels Function Returns the user to the System level. Details of the System level are in 8.4. paragraph PREVIOUS NEXT This softkey is present if groups exist that have lower access codes than the group being displayed. Pressing this key displays the activity for the next lower ACD Group. This softkey is present if groups exist that have higher access codes than the group being displayed. ACD Group. RETURN March 1997 Pressing this key displays the activity for the next higher The RETURN key (either hardkey or softkey) returns the user to the Group Summary form. Refer to paragraph 8.6 for details. Issue 1 Revision 0 8-19 ACD TELEMARKETER Applications Package Table 8-14 Terms Used In Group Programmed Data Display Meaning Term Super Name The name of the group’s supervisor, Super ID The ID number of the group’s supervisor, Sen’r Name The name of the group’s senior supervisor, Sen’r ID The ID number of the group’s senior supervisor, Prog Agts The number of agents programmed Threshld 1 The first threshold time for a call waiting for the group. This time is used to indicate the overall caller load on the group. The flashing icons on agent and supervisory sets are updated to reflect the status derived from this time. Threshld 2 The second threshold time for a call waiting for the group. This time is used to indicate the caller load on the group. The flashing icons on agent and supervisory sets are updated to reflect the status derived from this time. O/F Timer The setting of the ‘overflow’ timer for the group. After Work The setting of the after work timer for the group. Group Statistics as programmed in CDE. as programmed as programmed in CDE. in CDE. as programmed as members in CDE. of this group. Display Pressing the STATISTICS softkey in the Agent Group Monitor window displays the Group Statistics form (Figure 8-9). This display provides a summary of statistics collected over the past hour and shift totals for the group. 4:46 Pll 20-JBH-97 m Figure 8-20 IlITEL ACD Telenarketer 8-9 Issue 1 Group Statistics Revision 0 Display March 1997 ACD Monitors Table 8-15 describes Table 8-16 describes the softkeys presented with the Group Statistics the fields in the display. Table 8-15 Group Statistics Softkey Display Softkey display. Labels Function Label CANCEL Returns the user to the System level. Details of the System level are in paragraph 8.4. PRINT Starts a dump of this form to the printer used for the ACD Monitor Print. PREVIOUS This softkey is present if groups exist that have lower access codes than the group being displayed. Pressing this key displays the statistics for the next lower ACD Group. NEXT This softkey is present if groups exist that have higher access codes than the group being displayed. Pressing this key displays the statistics for the next higher ACD Group. RETURN The RETURN key (either hardkey or softkey) returns the user to the Group Summary form. Refer to page 8-15 for details Table 8-16 Terms Used In Group Statistics Term Display Meaning Ans By Grp The number of ACD calls answered by the group both over the time interval and the average duration of those calls. Offered The number of ACD calls offered to the group from all paths over the time interval. Overflowed The number of calls that have overflowed from this group over the time interval when this group is the primary group of a path. Logins The number of logins which occurred in this group over the time interval. Avg Agents The average number of agents logged in over the time interval. The calculation is an average of counts taken every time the queue status indicators are updated. Make Busy The number of times members of this group went into Make Busy during the interval, and the average duration of the Make Busy states. Outgoing The number, and average duration, of external outgoing calls made by the agents in this group over the time interval. Non ACD The number, and average duration, of internal calls made and non-ACD calls received by group members over the time interval. Note: March 1997 The field definitions in Table 8-16 apply to the LAST HOUR field and the SHIFT TOTAL field. The shift start time is programmed from the System Maintenance facility via the ACD-REPORTS softkey. The group shift buffers are cleared at that time. Issue 1 Revision 0 8-2 1 ACD TELEMARKETER Applications Group Activity Package Display Pressing the ACTIVITY softkey in the Agent Group Monitor window displays the Group Activity form (Figure 8-10). This form provides a continuously updated display of the activity of callers and agents within the group. 4:53 Pil 20-JftN-97 m Figure HITEL MD Telenarketer 8-10 Table 8-l 7 describes the softkeys defines the fields in the display. Group Activity presented Table 8-l 7 Group Activity Softkey Label Display with the Group Activity display. Table 8-18 Softkey Labels Function CANCEL Returns the user to the system level. Details of the system level are provided in paragraph 8.4. PREVIOUS This softkey is present when a group exists that has a lower access codes than the group being displayed. Pressing this key displays the activity for the next lower ACD Group. NEXT This softkey is present when a group exists that has a higher access codes than the group being displayed. Pressing this key displays the activity for the next higher ACD Group. RETURN The RETURN key (either hardkey or softkey) returns the user to the Group Summary form. Refer to page 8-l 5 for details. 8-22 Issue 1 Revision 0 March 1997 ACD Monitors Table 8-18 Terms Used In Group Activity Term Display Meaning Caller Activity Calls Wtg The number of callers queued for this group from all paths. Longst Wtg The waiting time of the longest waiting caller queued for this group. Under 1 st The number of callers queued for this group who have been waiting for less than the first threshold timer value. Between The number of callers queued for this group who have been waiting for longer than the first threshold timer value but less than the second threshold timer value. After 2nd The number of callers queued for this group who have been waiting for longer than the second threshold timer value. I Overflowed 1 The number of callers queued for this group who have overflowed to the next group in the path, if programmed to do so. - Held Calls The number of callers on hard hold by agents in this group. I Agent Activity Logged On The number of agents currently logged on in this group. Ready The number of agents in this group ready to take an ACD call. After Work The number of agents who have just completed an ACD call, and their After Work Timer is active. On ACD The number of agents currently on incoming ACD calls. Make Busy The number of agents currently in Make Busy. DND The number of agents with Do Not Disturb activated. On Non ACD The number of agents currently on non-ACD incoming calls or outgoing March 1997 Issue 1 Revision 0 calls. 8-23 ACD TELEMARKETER Applications Monitoring Package Agents Overview 8.7 The following forms provide information about the agents who are currently and who are programmed in the ACD system. The primary form within sub-level is the Agent Summary. This form provides an overview of current well as a synopsis of statistical data collected over the past hour. A set of softkeys in this form provides access to additional information about the agent and the agent’s performance. described in Table 8-19. The additional l l l logged in, the agent activity as forms which supply detailed These softkeys are forms are: Agent Programmed Data display showing data entry that affects this agent. all information entered during customer Agent Statistics display with details of the agent’s performance over the last hour, and a comparison between the performance of this agent and the entire group. Agent Activity display showing These forms are described Accessing the current status of any specified agent. in detail below. the Agent Summary Form After pressing the AGENTS softkey at the system level, the user is prompted to enter an agent ID number. After entering a valid agent ID, the user is presented with the screen shown in Figure 8-11. Information about the chosen in the display. agent appears at the top. Table 8-20 defines the fields Pressing without first entering an agent ID number also displays the screen shown in Figure 8-l 1, but in this case the agents are listed by group number and ID number from lowest to highest ID number as programmed during customer data entry. Entering an unprogrammed or out-of-range agent number results in an error message on the work-line. The CANCEL key allows deletion of the entry. Alternately, the user may press and re-enter an agent number. 8-24 Issue 1 Revision 0 March 1997 ACD Monitors 4:57 Pn 20-JFW97 II m IlITEL SUlltltW GRP BGEHT HUH HBHE > 1 AGEHT 1 RGEHT BCD ID STATE 501 ready - LQST HOUR RHSUERED CHP to GRP NJ 75% 12 il2:06 KD Telenarketer 82% HOHfKD HAKE BUSY 4 00:12 4 00:22 l-PRllGRMlflIHG 2-STfiTISTICS 3-RCTIUITY 4- 5-CRHCEL 6- 7-PRIHT 8- 9- o- Figure 8-11 Agent Summary Table 8-19 Agent Summary Softkey Form Display Form Softkey Label < Labels Function PROGRAMMING Displays the Agent Programmed Data form showing the CDE information for the agent currently bracketed by the work-line arrows. Refer to page 8-27 for a description of the Agent Programmed Data form. STATISTICS Accesses the Agent Statistics form that shows a statistical overview of the agent’s activity at the present moment, and a summary of statistics collected over the past hour. Page 8-28 describes the Statistical Overview. ACTIVITY Accesses the Agent Activity display containing a frequently updated view of current status of the agent and the agent’s set. See page 8-30 for a description of this form. CANCEL Returns the user to the system level. Refer to paragraph PRINT Prints the Agent Summary form at the printer used for the ACD Monitor Print. PAGE UP Accesses agents with lower group numbers if there are more agent summary lines than fit on one screen. The key appears only when an upward scroll can occur. PAGE DOWN Accesses agents with higher group numbers if there are more agent summary lines than fit on one screen. The key appears only when a downward scroll can occur. March 1997 Issue 1 Revision 0 8.4 for details. 8-25 ACD TELEMARKETER Applications Package Table 8-20 Terms Used In Agent Summary Term Display Meaning Agent Name And Current State Grp Num The agent group’s number. Agent Name The agent’s name as programmed Agent ID The agent’s ID or access code. ACD State The current state of the agent as one of the following states: acd dnd hold makeb nonacd ready afterw in CDE. on an ACD call the agent’s set has Do Not Disturb active agent has an ACD caller on hold agent has entered the make busy state agent is on a non-ACD or outgoing call agent is ready to accept an ACD call agent is in after work timer state Summary - Last Hour Answered The number and average duration of incoming ACD calls answered by this agent. Cmp To Grp Av The first percentage is the ratio of the number of incoming ACD calls answered by this agent compared to the total number of calls answered by the group over the same period. Agents logging on and off during the period affect the numbers. The second percentage is the ratio of the average call duration of incoming ACD calls answered by this agent compared to the average duration of calls answered by the group over the same period. Non ACD The number and average duration of non-ACD calls received and placed by the agent. Make Busy The number and average duration of times the agent was in a Make Busy state. 8-26 Issue 1 Revision 0 March 1997 ACD Monitors Agent Programmed Data Form Pressing the PROGRAMMING softkey displays the Agent Programmed Data form (Figure 8-l 2). This form displays the data programmed for the agent by the installer during customer data entry. The softkeys and fields on the form are described in Table 8-21 and Table 8-22. 5:15 Pil 20-JfW97 HITEL MD Telenarketer IlftIH mI SUPER 510 1 40 SUPER 500 I m 501 fGEtlT 1 l- 2- 3- 4- 5-CfMCEL I%- 7- 3- g-NEXT O-RETURH Figure 8-12 Agent Programmed Table 8-21 Agent Programmed Softkey Label Data Display Data Softkey Labels Function CANCEL Returns the user to the System level. Refer to paragraph PREVIOUS Displays the previous agent sorted by group number and agent ID. The softke appearsy only when there is a preceding agent. NEXT Displays the next agent sorted by group number and agent ID. The softkey appears only when there is an additional agent. RETURN The RETURN key (either hardkey or softkey) returns the user to the Agent Summary form described on page 8-24. March 1997 Issue 1 Revision 0 8.4 for details. 8-27 ACD TELEMARKETER Applications Package Table 8-22 Terms Used In Agent Programmed Term Data Display Meaning Group Name The group’s name as programmed Group Num The group’s number as programmed Super Name The name of the agent’s supervisor. Super ID The ID of the agent’s supervisor. Sen’r Name The name of the agent’s senior supervisor. Sen’r ID The ID of the agent’s senior supervisor. Agent COS The Class of Service assigned to the agent. When this agent logs in, this COS is transferred to the set, overwriting the set’s existing COS. Agent Statistics in CDE. in CDE. Form Pressing the STATISTICS softkey displays the Agent Statistics form (Figure 8-13). This form provides a summary of agent performance statistics collected over the past hour. Table 8-23 describes the softkeys presented Table 8-24 defines the fields on the display. 5:18 Pll display. 20-Jfitl-97 l- 2- 3- 4- 5-CfiHCEL 6- 7-PRINT El- 9-HEXT O-RETURH Figure 8-28 with the Agent Statistics 8-l 3 Issue 1 Agent Statistics Revision 0 Display March 1997 ACD Monitors Table 8-23 Agent Statistics Softkey Form Softkey Label Labels Function CANCEL Returns the user to the system level. Refer to paragraph PRINT Prints this form to the printer used for the ACD Monitor print. PREVIOUS Displays the statistics, sorted by group number and agent ID, for the previous agent. The softkey appears only when there is a preceding agent. NEXT Displays the statistics, sorted by group numberand agent ID, forthe next agent. The softkey appears only when there is an additional agent. RETURN The RETURN key (either hardkey or softkey) returns the user to the Agent Summary form described on page 8-24. Table 8-24 Terms Used In Agent Statistics 8.4 for details. Display Meaning Agent Data The group’s name as programmed in CDE. Group Num The group’s number as programmed in CDE. Login Time The time the agent logged into ACD. Login Date The date the agent logged into ACD. Shift Dur The duration of the agent’s shift since login. Last Hour Ans By Agt The number and average duration of incoming ACD calls answered agent. by the Ready The number of times the agent became ready to receive an ACD call and the average duration of each ready interval. Make Busy The number of times the agent was in Make Busy and the average time spent in the Make Busy state over the past hour. The number of external outgoing calls placed by the agent and the average duration of these calls. The number of non-ACD calls handled by the agent. It includes both incoming and outgoing external calls, and all internal calls. Shift Total The number and average duration of incoming ACD calls answered agent since login. March 1997 issue 1 Revision 0 by the 8-29 ACD TELEMARKETER Applications Agent Activity Package Form Pressing the ACTIVITY softkey displays the Agent Activity form (Figure 8-14). This form provides a continuously updated display of ACD information for the agent, plus status for the agent’s set and the current call. Table 8-25 describes the softkeys defines the fields on the display. 5:21 Pll 20-Jftti-97 with the Agent Activity display. Table 8-26 I b-alJ3 , 1 I I m HPIIH 1501 1 5 presented tlITE1 flCD Telenarketer idle ready no no 1 0 no no m 501 . no WENT 1 I l- 2- 3- 4- 5-CfttlCEL 6- 7- 8- 9- HEXT 0-RETURH Figure 8-14 Agent Table 8-25 Agent Activity Softkey : Activity Display Form Softkey Label Labels Function CANCEL Returns the user to the system level. Refer to paragraph PREVIOUS Displays the statistics for the previous agent, sorted by group number and agent ID. The softkey appears only when there is a preceding agent. NEXT Displays the statistics for the next agent, sorted by group number and agent ID. The softkey appears only when there is an additional agent. RETURN The RETURN key (either hardkey or softkey) returns the user to the Agent Summary form described on page 8-24. 8-30 Issue 1 Revision 0 8.4 for details. March 1997 ACD Monitors Table 8-26 Terms Used In Agent Activity Display Meaning Term Group Name The group’s eight character name as programmed Group Num The group’s number as programmed Set Ext The extension number of the SUfERSETtelephone in. Set Loc’n The physical location (bay, slot, circuit, and sub circuit) of the SWW?SETtelephone where the agent is logged in. Set State The software state of the set where the agent is logged in. The state will be one of: campon busy busyout held dialing dnd intoACD locked idle reorder talking paging ringing select ringback suspend Call Type The type of call the agent is on, either two-party or conference. DND Indicates that the agent’s set is in Do Not Disturb mode. Auto Answr Indicates that the set will automatically intervention. English Indicates the language of the set: English or French. ACD State Indicates the type of activity the agent is involved in: suspnd - agent is ending a call locked - agent’s set has been left off-hook acd - on an ACD call dnd - the agent’s set has Do Not Disturb active hold - agent has an ACD caller on hold makeb - agent has entered the make busy state nonACD - agent is on a non-ACD call ready - agent is ready to accept an ACD call after-w - agent is in afterwork time Make Busy Indicates that the agent is in a Make Busy state. On ACD The agent is on an ACD call. Time On ACD The duration of the current call. ACD On Hold The agent has an ACD caller on hard hold. Caller The trunk number or extension access code of the caller waiting for the agent group. Note that callers waiting for a group may not have originated on this path. Orig Path Indicates the path access code where this call originated. Prime Grp Indicates whether this agent’s group is the prime group of the caller’s path. March 1997 Issue 1 Revision 0 in CDE. in CDE. where the agent is logged answer ACD calls to the set without agent 8-3 1 ACD TELEMARKETER Applications 8-32 Package Issue 1 Revision 0 March 1997 9 Programming General 9.1 The ACD TELEMARKETER purchased. Applications Package is a software option that must be Customer Data Entry for the ACD TELEMARKETER Applications Package involves specifying the routing of incoming ACD calls by entering data into a network of programming forms. Information in the forms is linked through a series of indexes and pointers. The forms which make up the ACD network are: System Options (CDE Form 04) Feature Access Codes (CDE Form 02) ACD Agent Groups (CDE Form 39) Agent Group Subform (CDE Subform 39) l l l l ACD Keys Template (CDE Form 38) COS Define (CDE Form 03) ACD Supervisors (CDE Form 40) ACD Paths (CDE Form 41) Hunt Groups (CDE Form 17) Call Rerouting (CDE Form 19). l l l l l l System Options 9.2 Form Figure 9-l shows a portion of the System Options form containing the options related to the ACD TELEMARKETER feature package. Options are changed by editing the Status field. SYSTEM OPTlONS (DISPLAYING ENABLED FIELDS) STATUS OPTION Ntlhl ENABLED 41 ENABLED 42 ENABLED 43 ACD REPORTS ENABLED 44 MAXIMUM ACD AGENTS ENABLED 104 AUTOMATIC CALL DISTRIBUTION ACD SILENT MONITORING ACD SILENT MONITORING Figure March 1997 BEEPS 9-1 System Issue 1 Options Form (CDE Form 04) Revision 0 9-1 ACD TELEMARKETER Applications Package Four fields on the System Options form control operation feature. Table 9-1 defines the function of each field. Table 9-l System Option Form Fields Option Function ACD Silent Monitoring (Option 42) ACD Silent Monitoring (Option 43) of the ACD TELEMARKETER By setting this option to Enabled, a supervisor can dial a programmed feature access code to monitor ACD calls. Beeps Set this option to Enabled if agents are to be notified when monitoring is in progress. ACD Reports (Option 44) Setting this option to Enabled changes the format of the SMDR records to that required by the ACD TELEMARKETER Reporting Package. For additional information, refer to the Station Message Detail Recording Practice. Maximum ACD Agents (Option 104). See Note. Setting this option to Enabled allows access to the programming forms related to ACD. Note: System Option 104 (Maximum ACD Agents) must be set to Enabled before programming the remaining CDE forms related to ACD. ACD Agent Groups Form 9.3 ACD agent groups are included with the ACD TELEMARKETER option you purchase. Figure 9-2 shows a blank ACD Agent Groups Form (CDE Form 39). All Agents must be a member of an ACD Agent Group. The system accommodates a maximum of 50 ACD agent groups. Each group must contain a minimum of one Agent. The maximum number of agents per group is 99. The ACD system supports 100 agents logged in at the same time. The ACD system allows CDE programming of 999 ACD positions of agents, supervisors, and senior supervisors. in any combination The agent information entered on this form is the agent name, agent ID, and COS. The agent ID is a I- to 5-digit access code that allows the agent to log onto the ACD system. Entries in the Agent Group form are sorted by this ID number. The ID is associated with an agent, not a particular extension, so that any SUPERSET 10 or SUPERSET 420 telephone that the agent uses reflects that agent’s name and ID. The ordering of agents on the form has no effect upon the agent selection The fields on the ACD Agent Group form contain defines the contents of each field. 9-2 Issue 1 Revision 0 customer-defined algorithm. data. Table 9-2 March 1997 Programming 6145 PM g-JAN-97 [ ACD GRP: alarm 1 MITEL I AGENT > ID 11901 GRP NAME 6-QUIT q AGENT NAME 1901 1902 l-ACD status cos P.MOSHER 1 J.THOMAS 1 P.MOSHER 1 Z-FIND ID 3-ADD ‘t-TOP 5-BOTTOM 7-AGENT 8-DELETE 9-OPTIONS 0- GROUP NO ALARM < Figure 9-2 ACD Agent Groups Form (CDE Form 39) Table 9-2 ACD Agent Group Fields Field Meaning ACD GRP The group number and name. ACD GROUP NUMBER A programmable field containing a 1- or 2-digit number in the range 1 through 50 that identifies an ACD group. ACD GROUP NAME An optional field that allows the customer to assign a name to the agent group. A maximum of eight characters may be entered. The agent group must contain at least one member before the ACD GRP NAME softkey is presented. AGENT ID A programmable field of up to five digits for assigning an identification number to an ACD agent. This access code must not conflict with any other access code in the database. An ID number can exist in only one Agent Group. Agents requiring access to more than one group must be given a different ID for each group. Entries on the ACD Agent Groups form are sorted numerically by Agent ID. AGENT NAME An optional field that assigns a name to an agent ID. The agent name is carried to the set where the agent logs on. The name may be up to 10 characters but cannot begin with an asterisk (*). The same conditions apply to position names as well as to set names. cos The Class of Service number of this agent. Range is 1 to 50. March 1997 Issue 1 Revision 0 9-3 ACD TELEMARKETER Applications Package Agent Groups Subform The Agent Groups subform (CDE Subform 39) shown in Figure 9-3 is accessed through the OPTIONS key. This form can only be accessed i? there is at least one agent in the agent group. Entries are changed by editing the status column. Four fields on the ACD Agent Group subform contain customer-defined data. The contents of each field are defined in Table 9-3. 9.4 1 6:47 PM g-JAN-97 alarm Afterwork Timer (MM:SSI Overflow Timer (MM:SS) First Status Threshold Second Status Threshold status q NO ALARM (MM:SSI (MM:SS) J Figure 9-3 ACD Agent Groups Subform (CDE Subform Table 9-3 ACD Agent Groups Subform Field 39) Fields Meaning Afterwork Timer An optional field to give the agent a wrap-up time following ACD calls. Timer range is 0 seconds to 15 minutes. Default is 0 (no delay time before the next call is presented at the set). Campons and callbacks do not take precedence over a waiting ACD call. Refer to the following paragraphs for additional information. Overflow Timer An optional field used to specify the maximum time a waiting ACD call remains in this group before overflowing. The overflow destination is defined in the ACD Path Form (CDE Form 41). The value entered can range from 0 seconds to 54 minutes. Default value is 9 minutes. Refer to the following paragraphs for additional information. Page 1 of 2 9-4 Issue 1 Revision 0 March 1997 Programming Table 9-3 ACD Agent Groups I Field Subform Fields (continued) Meaning I I First Status Threshold This time (range is 0 seconds to 54 minutes) must be less than the time specified in the Second Status Threshold. The field defaults to 3 minutes. Refer to the following paragraphs for additional information. Second Status Threshold This timer (range 0 seconds to 54 minutes) must be greaterthan the time specified in the First Status Threshold field. The field defaults to 6 minutes. Refer to the following paragraphs for additional information. Page2of21 Aftework Timer In many ACD situations, the agent may require some time after each ACD call to complete paperwork before accepting the next call. This subform allows programming of a wrap-up time (Afterwork Timer). The After-work Timer prevents an ACD call from being presented to this set until the specified time has expired. It is recommended that the Afterwork Timer be programmed. Overflow Timer The Overflow Timer is programmed for each agent group in the ACD system. It specifies how long an ACD call will wait in the queue for this group before being overflowed. Overflowed calls remain in this group’s queue, but are added to a queue for another agent group, to increase the chances of the call being delivered to an agent. The time selected in this form specifies the maximum time a call can wait to be answered before the call overflows. The default time is 9 minutes. If the system predicts that a call will remain unanswered before the time out period, the system ignores the specified timer and forces an immediate overflow. The two conditions described below can cause this forced overflow: l l If the agent group form specifies an overflow time of three minutes and no agents are logged on in this group, the system ignores the timer and forces an immediate overflow to avoid an unnecessary delay to the caller. The second case of overflowing before the specified time out arises during an overloaded state. The system performs an algorithm for an overloaded condition each time a new caller arrives for an agent group or when the status of an agent changes. Either event causes an overflow if excess callers are waiting for the agent group. Threshold Timers When an ACD call is initially routed to the agent group and there are no idle agents available, any appearance of the Queue Status indicator for this group reflects a call waiting in queue. This Queue Status indicator is driven by the threshold timers assigned to this form. March 1997 Issue 1 Revision 0 9-5 ACD TELEMARKETER Applications Package The First and Second Status Threshold timers provide a visual indication Status keys of the current work load condition for this agent group. ACD Keys Template Assigning 9.5 on all Queue Form ACD Keys The ACD Keys Template Form (CDE Form 38) allows global programming of SUPERSET 470 or SUPERSET 420 telephones that require common ACD feature keys. Global programming is still possible when these telephone sets are mixed in an ACD system, in spite of the varying number of line select keys available on the SUPERSET 470 or SUPERSET 420 telephones. The installer must ensure that the ACD Keys Template is programmed to allow global programming. When the set types are mixed, the installer must assign ACD keys within keys two to six on the SUPERSET 410, and within keys two to twelve on the SUPERSET 420 telephone. If more that six keys are assigned to a SUPERSET470, then the template is invalid, and the agent cannot login until the template is programmed correctly. Assigning ACD keys in this way is especially important because SUPERSET 410 or SUPERSET 420 ACD positions will be unable to log in when ACD keys are assigned to keys not physically present on these sets. ACD Key Configurations Up to three different function key configurations may be programmed for each ACD position: agent, supervisor, and senior supervisor (for a total of nine key templates). In each COS, however, only one template for one position type can be enabled. The template assigned to a user is portable to any SUPERSET410or SUPERSET 420 telephone (with the exception of the SUPERSET 470, which cannot be used by a supervisor or senior supervisor). When the user logs out, the previous template is restored on the set. Note: Line appearance keys assigned in the StationslSUPERSETTelephones ACD feature keys when a position logs in. Assigning Non-ACD form have priority over Keys Non-ACD feature keys and speed dial numbers can also be programmed in this form. Pressing the NON-ACD KEYS softkey provides access to a sub-level of softkeys through which the user can select non-ACD feature keys for the template. Note: 9-6 Line appearance non-ACD feature keys assigned in the StationslSUPERSETTelephones keys when a position logs in. issue 1 Revision 0 form have priority over March 1997 Programming ACD Keys Template Display When selected during CDE, the ACD Keys Template form defaults to display the first Agent Keys template. The title line contains the type of template and the template number. 11:22 AM AGENT > alarm 10-JAN-97 111 KEY 02 03 04 05 06 07 08 09 SPEED TYPE Speed Dial Dial Dial Dial Dial Dial Dial Dial Dial Dial Dial Dial 5551212 Dial 5551212 10 11 12 13 Speed Speed Speed Speed Speed Speed Speed Speed Speed Speed Speed 02 Speed DIAL NUMBER P-SLIPERUISOR 3-SENIOR ‘i-ACD 6-QUIT 7-KEY 8-DELETE 9-NON-ACD 9-4 Agent Keys Template Several fields on the Keys Template defines the contents of each field. form contain PRIUATE 5- KEYS KEYS 0- (CDE Form 38) customer-defined Table 9-4 ACD Keys Template Field = NO ALARM < 1 -AGENT Figure status data. Table 9-4 Fields Meaning POSITION Selectable field defining one of the following positions: Agent, Supervisor, or Senior Supervisor. TEMPLATE NUMBER Selectable field containing one digit in the range of 1 through 3, indicating the number of the template being programmed. KEY A system generated TYPE A programmable field defining the function of the set keys. Available options are dependant upon the position selected: Agent - Speed Dial, Make Busy and Queue Status. Supervisor - Speed Dial, Queue Status, Agent Status and Shift. Senior Supervisor - Speed Dial, Queue Status and Shift. field listing set key numbers in the range of 02 to 15. Page 1 of : March 1997 Issue 1 Revision 0 9-7 ACD TELEMARKETER Applications Package Table 9-4 ACD Keys Template Field Fields (continued) Meaning SPEED DIAL NUMBER A programmable field used to save frequently dialed numbers. This field can also be used to program feature access codes. A maximum of 25 digits may be entered in this field. This field can only be accessed if the “Type” field for that line is “Speed Dial”. PRIVATE A programmable field used to control the display of speed dial numbers on the set. When privacy is enabled the set does not display the speed call entry. If privacy is not requested, the speed dial entry appears on the set during dialing, or when a display key is requested. Page 2 of 2 COS Define 9.6 The COS options shown in the COS Define form in Figure 9-5 apply to the ACD feature. These ACD options are explained below. The COS options for ACD are described below in Table 9-5. 12:33 PH 6- JM-97 alartl 1 OPTION EHClBLED 1 1 STfiTUS < Figure 9-6 ACD Supervisor Form (CDE Form 40) The ACD Supervisor form contains by the customer. Table 9-6 defines three programmable each field. Table 9-6 ACD Supervisor Field fields which must be defined Form Fields Meaning ID Code A programmable field used to record senior supervisor identification numbers. Their IDS are used when logging on and as an access code to call the user. The IDS are 1-5 digit entries, and must not conflict with other access codes already assigned in the system. The form is sorted numerically by ID. Name An optional programmable field used to record the supervisor’s name. This name appears on any SUPERSET 420 telephone that the user logs onto. The same conditions that apply to supervisor names apply to set names. cos A 2-digit field specifying the Class Of Service number of this senior supervisor. range is 1 through 50. 9-10 Issue 1 Revision 0 March The 1997 Programming Pressing the EXPAND softkey displays the subform lists all groups reporting to the supervisor. ACD Supervisor shown in Figure 9-7. This form Subform This subform is sorted by SUPER ID. If the entry has no supervisor assigned, the field is sorted by group number. When more than one group is assigned to the same supervisor, the entries reporting to the supervisor are sorted by group number. 9.8 6:52 PM g-JAN-97 alarm GRPS OF SENIOR 1903 SUPER ID status q NO ALARM SUPER NAME cos > < l-FIND GROUP 6-QUIT Z-FIND SUPER 7- 3-ADD 4- 5- 8- 9- 0- Figure 9-7 ACD Supervisor Subform (CDE Subform 40) Table 9-7 defines the fields of the ACD Supervisor Table 9-7 ACD Supervisor Field Subform Subform. Fields Meaning Heading A system generated field that lists the senior supervisor’s name and ID. The name defaults to “SENIOR” if no name was programmed in the ACD Supervisor Form. GRPS OF A programmable field used to define groups reporting to the senior supervisor. If the selected group reports directly to the senior supervisor, pressing the ENTER key causes the display NO SUPER to appear in the SUPER ID field. The remaining two fields are blank. SUPER ID A programmable SUPER NAME An optional field of up to ten characters. The entry cannot begin with an asterisk (*). The same conditions that apply to supervisor names apply to set names. cos A 2-digit field that specifies the Class of Service number of this supervisor. The range is 1 through 50. March 1997 field used to assign a supervisor to the agent group. issue 1 Revision 0 9-l 1 ACD TELEMARKETER Applications Package ACD Paths 9.9 The ACD path is the major element of the ACD structure. Each path contains all the information necessary to carry an incoming call through the ACD system. Paths specify the resources used, the order in which the resources are encountered, and the timing of the steps through the path. Up to 99 paths may be assigned in the system. Figure 9-8 contains the ACD Path form. Table 9-8 describes the fields on the ACD Path form. ACD Path Programming For a path to function, the primary agent group and the path access code must be programmed. Few restrictions exist on path programming. An agent group, for example, could be the primary group of three paths and the first overflow group of two other paths. The same applies to recording groups and the alternate music sources. The result is that a path can be custom tailored to the call being handled. Each path is given priority). ACD calls a path with a lower priority paths those calls or WATS. a priority ranging from 1 through 99 (priority 1 being the highest entering a high priority path are serviced before calls that entered priority. This feature improves cost efficiency by routing to higher trunks that incur additional expenses: for example, long distance All devices have unrestricted access to ACD paths except Loop Start CO trunks and Loop Start DISA trunks (if located on a CO Trunk card). Loop start trunks can be prevented from entering ACD through the use of the “Loop Start Trunk to ACD Path Connect” option (COS option 812). By default, this option is disabled, so by default loop start trunks may not enter ACD. 8:22 PM g-JAN-97 alarm Access status q NO ALARM Code Music Source Following : Start Time (MM:SS) Access Code Music Source Following Start Time (MM:SS) Access Code Figure 9-12 9-8 ACD Path Form (CDE Form 41) Issue 1 Revision 0 March 1997 Programming Table 9-8 ACD Path Form Fields Field Meaning ACD Path Header field identifying the ACD path by name and number. ACD Path Number Programmable field containing of 1 through 99. ACD Path Name Programmable field identifying the path by name. This field cannot be accessed until the path has been assigned an access code and a primary agent group. The path name can be up to 8 characters and cannot begin with an asterisk (*). Access Code for this ACD Path Programmable field containing the access code for the path. This code can be used as a destination in the Non-Dial-In Trunks form (CDE Form 14) and the Call Rerouting Table (CDE Form 19), as an Automated Attendant defined destination in the Hunt Groups form (CDE Form 17), as an interflow point in another path definition, and as a call forwarding point for a SUfERSETtelephone or station. This code allows the ACD system to tie in to existing routing schemes such as the DID trunk routing points. The connection checking between a device and ACD paths only prevents access to ACD paths. Primary ACD Agent Group A programmable field containing a one or two digit number in the range of 1 through 50. This entry indicates which group first receives the ACD calls on this path. The agent group must be assigned in the ACD Agent Groups Form before it can be entered in this field. Delay For Ringback A programmable field specifying a timer value in the range of 0O:Ol through 54:O0. The default value is 3 seconds (00:03). All other timers connected with the ACD functions start after the Delay for Ringback timer has expired. Recording A programmable field specifying when Recording 1 begins relative to when the caller enters the ACD system. This timer is initiated after the Delay For Ringback timer has expired. The range of the Recording 1 Start Time is 0O:OOthrough 54:OO. A 3-second minimum delay exists between recordings. During this time, the caller listens to the system or to the alternate music source. 1: Start Time a one or two digit number in the range Recording 1: Access Code This programmable field is mandatory if a Recording Start Time has been specified. The access code entered in this field is defined in the Hunt Groups CDE form. The default value is: no recordings. Recording 1: Music Source Following A programmable field that directs the call to the ONS port supplying music after listening to the recording. The default music source is the system music, if provided, or silence. The entry in this field cannot have keyline or multi-call line appearances. The music source is a permanently off-hook ONS port that connects the caller in a listen-only conference. An alternate music source must be an FCC Part 68 and Industry Canada approved Recorded Announcement Device that is connected either to an ONS circuit, or to another source that is connected to an ONS circuit through an FCC Part 68 and Industry Canada approved “voice coupler” or “voice connecting arrangement”. Page 1 of 3 March 1997 Issue 1 Revision 0 9-13 ACD TELEMARKETER Applications Package Table 9-8 ACD Path Form Fields (continued) Field Meaning Recording 2 through 4 The recording fields must be edited in sequence. For example, Recording 3 Start Time cannot be edited unless Recording 1 and Recording 2 are both assigned. Overflow 1 Agent Group A programmable field specifying the ID of the agent group that receives overflow calls. ACD calls that overflow to this group also retain their position for the Primary Agent Group. The default value for this field is no overflow. Overflow 2 Agent Group A programmable field specifying the ID of the second agent group that receives overflow calls. Callers waiting forthis group remain in the queue for the primary and first overflow groups. An Overflow 1 agent group must be assigned before the Overflow 2 field can be accessed. The default value is no overflow. Overflow 3 Agent Group A programmable field specifying the ID of the third agent group that receives overflow calls. Callers waiting forthis group remain in the queue for the primary, first, and second overflow groups. The default value is NO. Overflow 1 and Overflow 2 agent groups must be assigned before the Overflow 3 field can be accessed. The default value is no overflow. Inter-flow Enabled Entering YES in this field allows the waiting ACD call to exit ACD and call a specified number. If this field is enabled, the call inter-flows to the Inter-flow Point Access Code. Default for the Inter-flow Enabled field is NO. Inter-flow Timeout A programmable field that specifies when the waiting ACD call should leave the ACD system and be routed to the inter-flow point. The timer range is 0O:Ol through 54:O0. The default value of this field is the maximum time of 54 minutes. Programming a value in this field ensures that unanswered calls do not remain in the system after the caller disconnects. This can occur with loop start trunks if the CO fails to send a disconnect to the Sx-200 ML PABX. This timer also ensures that all calls are handled within a maximum time interval. Call handling may involve routing the caller elsewhere or dropping the call. Inter-flow Point Access Code A programmable field that contains the directory number of the inter-flow device. Valid interflow points are LDNs, stations, sets, consoles, night bells, ACD paths, station/set hunt groups, UCD agent hunt groups, Automated Attendant hunt groups, system speed call numbers or DROP CALL. If an access code is programmed, the DROP CALL softkey is provided. Allow Overflow to Inter-flow Point before Timeout Entering YES in this field allows an overflow to the interflow point before the Inter-flow Timeout. Priority A programmable field used to set the priority of the ACD range is 1 through 99 (1 is the highest priority). The field Calls waiting for an Agent Group are serviced according priority. Expensive trunks should be routed to a path with Path. Priority default is 99. to the path a high priority. Page 2 of 3 9-14 Issue 1 Revision 0 March 1997 Programming Table 9-8 ACD Path Form Fields (continued) Field Meaning Service Time A programmable field used to establish a standard time to answer. The supervisor can use the Service Time to monitor the performance of agents answering calls on the path. The service time is programmable in the range 0O:OOthrough 54:O0. The path level of service is calculated by comparing the actual time to answer with the programmed service level. Tenant When a tenant number is assigned to the ACD Path, DID and TIE trunks (which dial into the ACD path directly) follow the routing for this tenant as defined in Form 19 - Call Rerouting Table. Enter a valid number (1 to 25). The default is blank (no tenant). Immediately lntetflow when no Agents Logged In When set to YES, and “Interflow Enabled” is set to YES, then any callers dialing in to an ACD path will intetflow immediately when no agents are logged in. This intetflow takes place regardless of the status of the “Interflow Timeout,” or the option “Allow Overflow to Interflow Point Before Timeout,” or the “Interflow Point Access Code” having a value of DROP CALL. The default is NO (immediate intetflow is not desired). Page 3 of 3 Call Routing 9.10 Dial-in trunks to ACD Paths may also be rerouted as defined in this form. The ACD Path is assigned a tenant number in Form 41. Figure 9-9 contains the Call Rerouting table. Table 9-9 describes the fields applicable to ACD. 11 : 10 AM [TENANT 10-JAN-97 : alarm s :atus 1 1 TYPE OF CALL I Station Dial 0 Routing Priority Dial 0 Routing DID Recall Points On Busy DID Recall Points On No Answer DID Routing For Calls Into This Tenant DID Illegal #I Intercept For This Tenant DID Uacant Number Routing For This Tenant DID Attendant Recess Night Points Non-Dial-In Trunks Alternate Recall Points Dial-In Tie Recall Points On Busy Dial-In Tie Recall Points On No Answer Dial-In Tie Routing For Calls Into This Tenant Station Dial 0 E-TENFINT 6-QUIT 7-TENANT Figure March 1997 DAY 1 1801 NAME Issue 1 1801 3- 4-TOP 5-BOTTOM 8-DELETE 9- 0- 9-9 Call Rerouting Table Revision 0 NO ALARt’ I 1801 Routing l- q 180 1 (CDE Form 19) 9-15 ACD TELEMARKETER Applications Package Field Descriptions The header line displays the tenant DAY: This field designates group number a directory being programmed. number for each type of call in Day service mode. Nl: This field specifies the extension to which calls are routed during Night1 Service Mode. If this field is blank, the call reroutes to the extension specified in the DAY field. N2: This field specifies the extension number to which calls are routed during Service Mode. If this field is blank, the call does not reroute. Table 9-9 Call Rerouting Night2 Options Field Meaning DID Routing for Calls into this Tenant All DID calls normally routed to extensions are routed here to allow screening of DID calls. This rerouting option is based on the destination tenant. Dial-In Tie Routing for Calls into this Tenant All Dial-In Tie calls normally routed to extensions are routed here to allow screening of Dial-In Tie calls. This rerouting option is based on the destination tenant. Softkeys TENANT: This softkey selects a tenant group. Pressing the TENANT softkey displays the ENTER TENANT GROUP NUM: prompt on the command line. The selection is completed by entering a valid number (1 to 25). The system displays the selected tenant group number on the header line. TENANT NAME: Allows a name to be programmed name may have a maximum of eight characters. The standard softkeys also provided. CANCEL, DELETE, ENTER, for the selected tenant group. The TOP, BOTTOM, and QUIT are ACD Recording Hunt Groups 9.11 Recorded announcements are given to ACD callers while they wait for an idle agent. ACD callers entering the SX-200 ML PABX on a path hear ringback until the “Delay for Ringback” timer specified in the Path form has expired. At this point, the system attempts to provide an agent. If all agents are busy and the caller must wait, the call is routed to a recording. The recordings are provided by hunt groups of regular ONS ports. When a RAD answers, the system collects all callers waiting for the RAD and creates a listen-only conference. The hunting type of the group determines how callers select an idle RAD. When all recordings in a group are busy, the caller camps on to the recording group and waits for a free recording. All calls which are waiting are brought into a listen-only conference with the first available recording. 9-16 Issue 1 Revision 0 March 1997 Programming At the end of the recorded message, the callers are routed to the music source defined in the Path form. If no alternate music source is defined, the caller is given system music or silence. The ONS ports cannot have keyline or multi-call line appearances. After changing the Hunt Groups form to a Recording Hunt Group, the Hunt Groups form changes to that shown in Figure 9-10. Fields described below but not shown in Figure 9-10 are accessed through the OPTIONS softkey. Table 9-10 describes the fields on the Hunt Groups form. - 9:06 PM [GRP l-GROUP 6-QUIT g-JAN-97 1..- TYPE alarm I[TERMI[STN/SET P-CIRCULAR 7-ACCESS Figure March 1997 I CODE 9-10 EXT NUM BAY SLT CCT 1801 01 08 01 1801 01 08 01 q 4-OPTIONS 5-HUNT 8-DELETE 9-EXT 0- NUM Form (CDE Form Revision 0 MAJOR COMMENTS 3-INSERT Hunt Groups Issue 1 status GROUP 17) 9-17 ACD TELEMARKETER Applications r Package Table 9-10 Hunt Groups Field Form Fields Meaning Hunt Group Number A programmable 99 hunt groups. Access Code A programmable field that contains the access code for the hunt group. This code must be a unique number that does not conflict with the system numbering plan. The entry in this field must be copied to the ACD Path form as an access code to the recordings. Type Of Search Enter CIRCULAR or TERMINAL to specify the desired hunting method: CIRCULAR: Hunting begins at the extension following the extension to which the previous call was completed, and hunts through all extensions in the hunt group in the programmed sequence. TERMINAL: Hunting always starts at the first extension programmed in the hunt group and terminates at the first idle extension. Figure 9-l 0 shows an entry of TERM in this field. Group Type Softkey that allows the user to specify a RECORDING group type. Figure 9-10 shows the entry RECORD in this field on the form. Extension Number Extension number of the ONS port(s) connected maximum number of entries in this field is 50. Bay/Slot/Circuit A system generated field that is displayed number of the ONS port. Message Length A programmable field that defines the length of the recorded announcement. The range is one second to four minutes. Default entry is ten seconds. This timer value determines whether the SX-200 ML PABX or the RAD ends the recording. If the RAD is to hang up, set the Message Length at least three seconds longer than the actual recording length. This field allows for timing and message delays. In addition, the flash hook time programmed into the PABX affects how soon the PABX sees the RAD going on hook after the RAD hangs up. Name A programmable field that identifies the hunt group by name. This field cannot be accessed before the Hunt Group Access code has been assigned. 9-18 Issue 1 two-digit field in the range of 1 through 99. ACD has only Revision 0 to a recording. after entering The the extension March 1997 Appendix A ACD Messages The error messages that may appear during programming and explained, in the following table: Table A-l Programming Error Message of the ACD forms are listed, 1 Error Messages Meaning ACD agent group XX already assigned to a supervisor The ACD agent group which has been edited or inserted into the sub-form is already programmed under some other supervisor. Agent group XX has already been assigned elsewhere in this path The selected overflow agent group or primary ACD agent group is a duplicate of an agent group already specified in this path. ACD agent group XX not assigned to a supervisor ACD group XX, requested by the FIND GROUP key, cannot be displayed because it has not yet been assigned to a supervisor. ACDgroups be deleted This senior supervisor cannot be deleted from the first-level form by the DELETE key because there are ACD groups defined under this senior supervisor. underXXXXXmustfirst ACD keys template for this COS is invalid or disabled An attempt was made to change the COS of a logged in ACD position. The new COS has the ACD keys template disabled or assigned to another ACD position. ACD Monitor Print in progress System found at least one printer -job has been started. ACD position active - Cannot make template change An attempt was made to disable or change a template COS option while the ACD position is logged in. AGENT STATUS not allowed when multiple QUEUE STATUS keys are programmed The user is attempting to program an agent status key when there is more than one queue status key programmed for the template. Only one is allowed if an agent status key is present. Agent XXXXX does not exist The ID entered for the FIND ID key does not exist in the database. Agent XXXXX is on line and cannot be deleted The DELETE key cannot be used on an agent that is on line. Alternate music sources cannot have keyline or multi-call line appearances. Music sources cannot be line appearances. An ACD position is currently logged in at the SUPERSET The user is attempting to delete a SUPERSETwhere an ACD position is logged in. The ACD position must first log out. An agent’s set’s prime line cannot have any appearances on other sets An ACD agent is logged in at the given SUPERSET; therefore, line appearances of that SUPERSETcannot be programmed into the data base. Page 1 of 4 March 1997 Issue 1 Revision 0 A-l ACD TELEMARKETER Applications Table A-l Package Programming Error Messages Error Message 1 (continued) Meaning Attempting to remove an Agent Group that has calls waiting This message is displayed if the Primary Agent group or the Overflow agent groups have calls waiting from the path, and the user is attempting to change or delete the agent group or the path. Attempting to remove a Music Source that is currently in use Someone is listening to the music source so it cannot be removed. This message can occur when attempting to change or delete a music source, deleting the recorded music source, or deleting the path. Attempting to remove a Recording that is currently in use Someone is using the Recording hunt group so it cannot be removed. This message can occur when attempting to change or delete the recording or when deleting the path. Beep (audible sound from terminal) The speed dial number entered is too long (maximum 25 digits). Beeping (repeating from terminal) Too many digits or characters selected field. audible sounds have been entered in the Cannot change agent information at time of reassignment The user attempted to reassign an agent to the current Ai=D Group AND change agent name or COS at the same time. These two steps (reassign and change) must be done separately. Cannot change COS of an ACD position whose set is currently in use The ACD position being updated is logged in and is using the set. To change the COS, the ACD position must be logged off or logged in to an idle set. Cannot delete last agent while callers are waiting on ACD group XX The user attempted to delete the last agent from ACD group XX, and thereby delete group XX itself. ACD calls waiting for group XX, so the deletion cannot be permitted at this time. Cannot disable option when ACD programming is present The user is attempting to disable System Option 41 (Automatic Call Distribution) when ACD programming is present in one or all of CDE Forms 38, 39, 40 and 41. Checking status of printer(s) The system is checking the status of the printer(s) - during this time the CANCEL softkey may be pressed to return the user to the previous level. Delete ACD Group XX from ACD SUPERVISORS form before deleting last agent The user attempted to delete the last agent from group XX, which would delete group XX itself. Group XX is referenced in the ACD SUPERVISORS form, so it must be deleted from that form first. Then the user is allowed to delete the last agent, which deletes the group. Delete ACD Group XX from ACD PATH YY before deleting last agent The user attempted to delete the last agent from group XX, which would delete group XX itself. Group XX is referenced in the ACD PATH form, for path number YY, so it must be deleted from that form first. Then the user is allowed to delete the last agent, which deletes the group. Extension XXXXX can’t have a key template and BLF module at the same time A key template cannot be enabled in the COS because the extension has an associated PKM. The two features are mutually exclusive. Page 2 of 4 A-2 Issue 1 Revision 0 March 1997 Appendix Table A-l Programming Error Messages A - ACD Messages (continued) Meaning Error Message First Status Threshold must be start time of previous recording Adjust the inter-flow timeout as indicated. Form access disallowed, enable Automatic Call Distribution System Option The user is attempting to program an ACD CDE form when ACD is not enabled in the system. System Option 104 (Maximum ACD Agents) must be enabled. Invalid Inter-flow Point The access code entered for the Interflow point is non-existent or illegal. Legal points are: LDNs, stations, sets, consoles, ACD paths, station/set hunt groups, UCD agent hunt groups, nightbells, and system speedcall numbers. Key number XXhas programmed Each agent template can only have one MAKE BUSY key programmed. MAKE BUSY Key number XX has QUEUE STATUS programmed An agent keys template can have only one QUEUE STATUS key programmed. A supervisor keys template can only have one QUEUE STATUS key programmed if there is already one AGENT STATUS key programmed. Key number XX has SHIFT programmed Each template can have only one SHIFT key programmed. Maximum Afterwork Timer is 1500 The user entered a time that is out of range. Maximum Time is 54:00 The user entered a time that is out of range for Start Time or for one of the thresholds. Multiple QUEUE STATUS keys not allowed with AGENT STATUS keys The user is attempting to program more than one queue status key for a template that has an agent status key programmed. Only one is allowed if an agent status key is present. Must delete all appearances of XX from CALL REROUTING TABLE This ACD path cannot be deleted because its access code is defined in the CALL REROUTING table (Form 19). Must delete all appearances of XX from answer points in NON-DIAL-IN trunks This ACD path cannot be deleted because its access code is defined in the NON-DIAL-IN TRUNKS form (Form 14). No printer(s) defined for ACD No printers for ACD have been programmed ONS Port access code XXXXX does not exist Between Recordings, or Music Source Following a Recording in CDE Form 34. Option XXX conflicts with this option Only one of the ACD COS options (ACD agent, ACD supervisor, ACD seniorsupervisor) can be enabled in thesame cos. Option 104 must be enabled Option 104 (Maximum ACD Agents) must be enabled before this option can be enabled. Option 44 must be disabled The user is attempting Agents) Printer(s) busy, try later Printers are programmed, one that is idle. to disable Option 104 (Maximum ACD but the system cannot find at least Page 3 of 4 March 1997 Issue 1 Revision 0 A-3 ACD TELEMARKETER Applications Table A-l Package Programming Error Messages Error Message (continued) Meaning Recording access code XXXXX does not exist The access code entered for a recording is non-existent illegal. The code must be for a recording hunt group. or Start time of a recording must be < Inter-flow Timeout Adjust the start time as indicated. Start time of a recording must be < start time of the next recording Adjust the recording start times as indicated. Start time of recording must be > start time of the previous recording Adjust the recording start times as indicated. Supervisor XXXX does not exist A supervisor with ID XXXX cannot be displayed, as requested via the FIND SUPER key, because this access code has not been assigned to a supervisor. Template number must be in range U-3) The template number is out of range. The access code XXXX is already assigned In the paths form the error is: The access code entered for this ACD Path is already assigned elsewhere in the database. In the supervisor form the error is: The ID code which has been inserted into the main form or the subform already exists in the database. (It could exist as another supervisor, senior supervisor, agent, or any other device.) In the subform this error occurs if the user specified a different name or COS than was previously entered for this supervisor. The agent group XX does not exist The specified agent group does not exist in the data base. The maximum ACD positions allowed are already assigned The maximum number of ACD positions, including all position types, is 999. The SUPERSEThas a BLF module and cannot have a COS with a key template The COS being assigned to the set has a key template enabled. The value XX is outside valid range for ACD agent group (l-50) The given value is outside the valid range. XXXXX is an ACD agent ID The specified supervisor agent. XXXXX is an ACD supervisor The user has entered a supervisor ID from FIND SUPER is an ACD ID for FIND AGENT. Page 4 of 4 A-4 Issue 1 Revision 0 March 1997 Appendix B r-l 8 Planner Sheets This appendix contains additional blank copies of the agent group planner and the path planner sheets. Each sheet contains instructions on its use. For additional information on configuring an ACD system, turn to Section 4 of this practice. March 1997 Issue 1 Revision 0 B-l I Es .J XI ACD TELEMARKETER Applications Package This page intentionally B-2 issue 1 Revision 0 blank March 1997 Appendix B - Planner Sheets ACD TELEMARKETER AGENT GROUP PLANNER Ovefflow Time - ::- Agent Group Name: #: Overflow Time 1st Threshold 2nd Threshold After Work ---I- ::~ :- Overtlow Time 1st Threshold 2nd Threshold Afler Work -:- Agent Group Name: Ovefflow Time 1st Threshold __ 2nd Threshold __ After Work -:- I I I : :: __ Overflow Time 1st Threshold 2nd Threshold After Work :~ :: __ I 1 Paths using this group: Agent Group #: Name: Overflow Time 1st Threshold 2nd Threshold __ After Work -:- :::- I Paths using this group: Pati # 1Overflow# I (P,l,2,3) Overflow Time 1st Threshold 2nd Threshold After Work ::: __ #: __ ---:- :::- Overflow Time 2nd Threshold -:- :::- __ __ -:--- I INSTRUCTIONS: Use this planner Once completed, Path Planner. as an aid in distributing the work-load of the agent groups. Complete transfer the Agent Group Number to the appropriate group (Primary, this form before the Path Planner. lst, Pnd, or 3rd) on Line 3 of the 1. Ovefflow timer default is 9 minutes (maximum 54 minutes). This is the maximum time a call can ovefflowing. Prediction may allow the ovefflow before the timer expires. 1st threshold default is 2nd threshold default is 6 minutes (maximum 54 minutes). These are indications for the agents have been waiting to be answered. Afterwork timer default is 0 minutes (maximum 15 minutes). has after completing a call before receiving the next call. be queued on the group before 3 minutes (maximum 54 minutes), (queue status) of how long the calls This is the amount of time an agent 2. Use this box to indicate how many paths the Agent Group is involved in. (P=prfmary, l=lst overflow group, 2=2nd ovefflow group, 3=3rd overflow group.) Transfer the Agent Group Number to the Path Planner (one for each Path indicated in the box). cc0391 March 1997 Issue 1 Revision 0 B-3 ACD TELEMARKETER Applications Package This page intentionally B-4 Issue 1 Revision 0 blank March 1997 Appendix B - Planner Sheets ACD TELEMARKETER AGENT GROUP PLANNER , , Overllow lime 1st Threshold 2nd Threshold After Work Paths using this group: Path # Overflow -:- : :: - 2nd Threshold - :- # (P,1,2,3) t Ovefflow Time 1st Threshold 2nd Threshold After Work -:- E=i=/ : ::- Paths using this group: INSTRUCTIONS: Use this planner Once completed, Path Planner. as an aid in distributing the work-load of the agent groups. Complete transfer the Agent Group Number to the appropriate group (Primary, this form before the Path Planner. lst, 2nd, or 3rd) on Line 3 of the 1. Overflow timer default is 9 minutes (maximum 54 minutes). This is the maximum time a call can ovefflowing. Prediction may allow the overflow before the timer expires. 1st threshold default is 2nd threshold default is 6 minutes (maximum 54 minutes). These are indications for the agents have been waiting to be answered. After-work timer default is 0 minutes (maximum 15 minutes). has after completing a call before receiving the next call. be queued on the group before 3 minutes (maximum 54 minutes), (queue status) of how long the calls This is the amount of time an agent 2. Use this box to indicate how many paths the Agent Group is involved in. (P=primary, l=lst overflow group, 2=2nd ovefflow 3=3rd ovefflow group.) Transfer the Agent Group Number to the Path Planner (one for each Path indicated in the box). group, cc0391 March 1997 Issue 1 Revision 0 B-5 ACD TELEMARKETER Applications Package This page intentionally B-6 Issue 1 Revision 0 blank March 1997 Appendix 0 Eisj Name: Path Access: Tenant: Priori : Dela to Answer: Path Service Level: B - Planner Sheets ACD TELEMARKETER PATH PLANNER Purpose of this Path: Path: ~~~~~~~~~~ 4 Yes Immediately intefflow Yes when no agents are logged in? “I., I I INo I INo 1 I I 3 No QUEUED CALLS + 2nd Overflow 1 INSTRUCTIONS: 1. Complete a Path Planner for each path. 2. Caller can listen to RADs with the option of Music on Hold (MOH) or an alternate music source/recording (RAD q Hunt Group Access Code.) 3. Callers dialing into this ACD path will intertlow immediately 4. Copy the appropriate between the PADS. when no agents are logged in if yes is chosen. Agent Group Number born the Agent Group Planner. 5. The Primary Agent Group must be programmed. The path has the option of three Ovefflow Groups and Interflow out of the Path. If the next Overflow Group is not programmed the call either inter-flows out of the path or remains as is until the call is answered or the caller hangs up. 6. Default Inter-flow Timeout is 64 minutes. The call interflows (if enabled) or drops when the timer expires or when prediction indicates that the call will not be answered within the timer interval. Inter-flow time starts when the call enters the path. cc0390 March 1997 Issue 1 Revision 0 B-7 ACD TELEMARKETER Applications Package This page intentionally 0-a issue 1 Revision 0 blank March 1997 Appendix B - Planner Sheets ACD TELEMARKETER PATH PLANNER Purpose of this Path: Delav to Answer. Path Service Level: @ ~~~~.~~~~~~~.~~~ + Yes 4 $ immediately interflow ti;FNno agents are logged in? I I INo I + I INo I INo I /No QUEUED CALLS I I No J- No LA . + No + Interflow? Yes piiEg%q 1. Complete :k:” lntefflow Point: ca2s ’ a Path Planner for each path. 2. Caller can listen to RADs with the option of Music on Hold (MOH) or an alternate music source/recording (PAD q Hunt Group Access Code.) 3. Callers dialing into this ACD path will interflow immediately 4. Copy the appropriate between the PADS. when no agents are logged in if yes is chosen. Agent Group Number from the Agent Group Planner. 5. The Primary Agent Group must be programmed. The path has the option of three Overflow Groups and lnterftow out of the Path. If the next Overflow Group is not programmed the call either interftows out of the path or remains as is until the call is answered or the caller hangs up. 6. Default lnterftow Timeout is 64 minutes. The call interflows (if enabled) or drops when the timer expires or when prediction indicates that the call will not be answered within the timer interval. Inter-flow time starts when the call enters the path. cc0390 March 1997 Issue 1 Revision 0 B-9 ACD TELEMARKETER Applications Package This page intentionally B-10 Issue 1 Revision 0 blank March 1997 Appendix B - Planner Sheets ACD TELEMARKETER PATH PLANNER Purpose of this Path: Recording Yes+ 0 Immediately 2 1 1 intefflow when no agents “I.8 111. -I I Recording I 3 1 1 Recording 4 1 are logged in? I Yl?S L I No 0 0 No + No + No 1+ * Interftow? Yes 0 m :?$? lntefflow Point: ca~ss~ ’ INSTRUCTIONS: 1. Complete a Path Planner for each path. 2. Caller can listen to RADs with the option of Music on Hold (MOH) or an alternate music source/recording (RAD = Hunt Group Access Code.) 3. Callers dialing into this ACD path will interflow immediately 4. Copy the appropriate between the RADs. when no agents are logged in if yes is chosen, Agent Group Number from the Agent Group Planner. 5. The Primary Agent Group must be programmed. The path has the option of three Overflow Groups and lntefflow out of the Path. If the next Overflow Group is not programmed the call either interftows out of the path or remains as is until the call is answered or the caller hangs up. 6. Default lntefflow Timeout is 54 minutes. The call interflows (if enabled) or drops when the timer expires or when prediction Indicates that the call will not be answered within the timer interval. Inter-flow time starts when the call enters the path. March 1997 Issue 1 Revision 0 B-l 1 ACD TELEMARKETER Applications Package This page intentionally B-12 Issue 1 Revision 0 blank March 1997 Appendix B - Planner Sheets ACD TELEMARKETER PATH PLANNER Purpose of this Path: ~~~~~~~l-~~~~ + f ~~~,~~~~~~~~~~~ + + Immediately Yes+ Yes f interflow 1 I INo when no agents are logged in? YIN I /No + I I No I I 1 JInterflow? Yes -..,:. b YIN lntetflow Point: g-4 or Drop. Y/N ’ INSTRUCTIONS: 1. Complete a Path Planner for each path. 2. Caller can listen to RADs with the option of Music on Hold (MOH) or an alternate music source/recording (RAD q Hunt Group Access Code.) 3. Callers dialing into this ACD path will interflow immediately 4. Copy the appropriate between the RADs. when no agents are logged in if yes is chosen. Agent Group Number from the Agent Group Planner. 5. The Primary Agent Group must be programmed. The path has the option of three Overflow Groups and Interflow out of the Path. If the next Overflow Group is not programmed the call either interflows out of the path or remains as is until the call is answered or the caller hangs up. 6. perauk Interflow Timeout is 54 minutes. The call interflows (if enabled) or drops when the timer expires or when prediction Indicates that the call will not be answered within the timer interval. Interflow time starts when the call enters the path. cc0390 March 1997 Issue 1 Revision 0 B-13 ACD TELEMARKETER Applications Package This page intentionally B-14 Issue 1 Revision 0 blank March 1997 Appendix Name: Path Access: Tenant: Priori : Dela to Answer: ,-Path Service Level: ACD TELEMARKETER PATH PLANNER Purpose of this Path: Path: Immediately - 8 B - Planner Sheets I INo intefflow wl-;~ agents are logged in? I INo I I I INo 3 No QUEUED CALLS Q 4 Interflow? Q lntefflow Point: wi L$:’ ca~5s~ ’ INSTRUCTIONS: 1. Complete a Path Planner for each path. 2. Caller can listen to f?ADs with the option of Music on Hold (MOH) or an alternate music source/recording (PAD = Hunt Group Access Code.) 3. Callers dialing into this ACD path will interflow immediately 4. Copy the appropriate between the PADS. when no agents are logged in if yes is chosen. Agent Group Number from the Agent Group Planner. 5. The Primary Agent Group must be programmed. The path has the option of three Ovefflow Groups and lnterftow out of the Path. If the next Overflow Group is not programmed the call either interflows out of the path or remains as is until the call is answered or the caller hangs up. 6. Default lntefflow Timeout is 54 minutes. The call interftows (if enabled) or drops when the timer expires or when prediction rndrcates that the call will not be answered within the timer interval. Inter-flow time starts when the call enters the path. cc0390 March 1997 Issue 1 Revision 0 B-15 ACD TELEMARKETER Applications Package This page intentionally B-16 Issue 1 Revision 0 blank March 1997 Appendix B - Planner Sheets ACD TELEMARKETER PATH PLANNER Purpose of this Path: d Recording RAD: Start: Name: Length:-:- 1 1 MOH :- Start: - :- EG: * + Yes Immediately I INo intefflow + Yt?S when no agents are logged in? YIN I INo I INo I 1No INSTRUCTIONS: 1. Complete a Path Planner for each path. 2. Caller can listen to RADs with the option of Music on Hold (MOH) or an alternate music source/recording (RAD q Hunt Group Access Code.) 3. Callers dialing into this ACD path will interflow immediately 4. Copy the appropriate between the RADs. when no agents are logged in if yes is chosen. Agent Group Number from the Agent Group Planner. 5. The Primary Agent Group must be programmed. The path has the option of three Ovefflow Groups and Interflow out of the Path. If the next Overflow Group is not programmed the call either interflows out of the path or remains as is until the call is answered or the caller hangs up. 6. Default Interflow Timeout is 54 minutes. The call interflows (ii enabled) or drops when the timer expires or when prediction indicates that the call will not be answered within the timer interval. Interflow time starts when the call enters the path. cc0390 March 1997 Issue 1 Revision 0 B-17 ACD TELEMARKETER Applications Package WTFS B-18 Issue 1 Revision 0 March 1997 SX-200@ ML PABX Automated Attendant Application Package l”, 8 - Trademark of Mite1 Corporation. 0 Copyright 1997. Mite1 Corporation. All ri$ts-b?& Printed in Canada. @ MITEL@ Automated Attendant Application Package NOTICE The information contained in this document is believed to be accurate in all respects but is not warranted by Mite1 Corporation (MITELs). The information is subject to change without notice and should not be construed in any way as a commitment by Mite1 or any of its affiliates or subsidiaries. Mite1 and its affiliates and subsidiaries assume no responsibility for any errors or omissions in this document. Revisions of this document or new editions of it may be issued to incorporate such changes. SX-200, SUPERSET, SUPERSET 420, SUPERSET LIGHTWARE are trademarks of MITEL Corporation. Issue 1 Revision 0 430, ACD TELEMARKETER March and 1997 Table of Contents 1. Introduction ........................................................ Reasonforlssue ....................................................... lntendedAudience........................................................lPractice Structure ........................................................ .................................................... Associated Documents 2. Functional Description. .............................................. Overview ............................................................. Auto-Attendant Groups ................................................... BasicOperation ........................................................ Digit Handling ....................................................... Conflict Dialing ....................................................... Valid Destinations ..................................................... CO Trunk Dialing ..................................................... Prefix Digits ............................................................ Typical Applications ................................................... Prefix Processing ..................................................... Illegal Number Handling .................................................. Vacant Number Routing .................................................. Front End Recording ..................................................... Default Destination ...................................................... Default Answering Points ............................................... Routing to Default Destination ........................................... RAD Operation ......................................................... Resource Allocation ...................................................... DTMF Receiver Requirements ........................................... Receiver Allocation Control ............................................. BusyRecordings .................................................... Busy Receivers ..................................................... Busy RAD or Receiver Timeout .......................................... 3. Operation.............................................................3CallerDisplays...........................................................3Called Party Displays .................................................... Transfers ............................................................. Interaction with Other Features ............................................. Account Codes ...................................................... ARS .............................................................. Callbacks .......................................................... Call Duration Display .................................................. Call Forwarding ...................................................... Campon ........................................................... DID/Dial-in Trunk Busy Rerouting ........................................ DirecttoARS ....................................................... Recall on Default or Dialed Destination .................................... System Abbreviated Dial ............................................... Tenanting .......................................................... SMDR ............................................................... Sample SMDR Record ................................................. Analog Networking ...................................................... Traffic Measurement ..................................................... March 1997 Issue 1 Revision 0 ..I- 1 ..I- 1 1 1-l 1-l .2-l ..2- 1 .2-l ..2- 2 ..2- 2 .2-2 .2-3 .2-3 .2-3 .2-4 .2-4 .2-4 .2-5 .2-5 .2-5 .2-5 .2-5 .2-6 .2-6 .2-6 .2-7 ..2- 7 ..2- 8 .2-8 1 1 .3-l ..3- 1 .3-l ..3- 2 ..3- 2 ..3- 2 .3-2 .3-2 ..3- 3 .3-3 ..3- 3 .3-3 .3-3 ..3- 3 ..3- 4 .3-4 .3-4 .3-5 Automated 4. Attendant Application Package Programming.........................................................4- 1 System Option Form ..................................................... COSOptionForm ...................................................... CallReroutingForm.......................................................4HuntGroupform ....................................................... SampleProgramming ................................................... Basic Automated Attendant Feature ...................................... ACD Front-end Message ............................................... Aided External Dialing ................................................. 5. Maintenance ............................... RAD Failure Handling .......................... RADs in DND .............................. Failure to Answer ........................... Troubleshooting Guidelines ...................... Failure to Answer ........................... Call Dropped.. ............................. RAD Fails to Drop ........................... Wrong Message ............................ 6. .4-l ..4- 1 1 ..4- 1 ..4- 2 .4-2 .4-3 .4-3 .......................... 5-1 .......................... .......................... .......................... .......................... .......................... .......................... .......................... .......................... 5-1 5-l 5-1 5-l 5-l 5-l 5-l 5-2 lnstallation............................................................6-1 Receivers ................................................ Main Control Card II Receivers ............................ Universal Card Receiver Modules .......................... ............ ............ ............ 6-l 6-l 6-l List of Figures Figure 2-l Automated Attendant Call Handling . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2-l List of Tables Table 3-1 iv SMDR Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-4 Issue 1 Revision 0 March 1997 1 Introduction This document describes the features, operation and programming of the Automated Attendant feature for the SX-200@ ML PABX. The Automated Attendant Application Package is a software option that must be purchased. Reason for Issue 1.1 This practice is issued to include the Automated Attendant available with SX-200 ML LIGHTWARETM 16 software. feature, which is an option Intended Audience 1.2 The intended audience includes those involved in the marketing, gramming, and operation of the Automated Attendant feature. installation, pro- Practice Structure 1.3 The practice contains six sections Introduction - Introduces that cover the following the practice topics: and lists related documents. Functional Description - Describes the Automated Attendant and software components that make up the package. Operation - Describes the interactions other SX-200 ML PABX features. Customer Maintenance Installation the feature Data Entry - Covers - Discusses between the Automated the CDE requirements maintenance feature and the hardware Attendant feature and for the feature. for the Automated Attendant - Briefly describes the hardware and software requirements and includes the provisioning of DTMF receivers. feature. for installing Associated Documents 1.4 Refer to the following l l March 1997 practices for additional Features Description Practice ACD TELEMARKETER@ Application Issue 1 information: Package Revision 0 Practice. l-l Automated l-2 Attendant Application Issue 1 Package Revision 0 March 1997 2 Functional Description This section describes the basic operation of the Automated Attendant feature and the hardware and software components that make up the feature package. Included are overviews of the feature and descriptions of Auto-Attendant groups, handling of illegal calls, default destinations, DTMF receiver requirements, and resource allocation. c Overview 2.1 As shown in Figure 2-1, the Automated recorded announcement device (RAD). can access a directory number on the choosing not to dial during the message as an attendant, when the message is available with SX-200 ML LlGHTWARE Figure Auto-Attendant 2.2 Attendant l l 1997 Call Handling Groups The Automated Attendant feature introduces Auto-Attendant group. This group is similar ACD TELEMARKETER feature. The Automated rerouting or dialing into an Auto-Attendant contain only single-line ports (that is, ONS), group such as: . March 2-1 Automated Attendant feature directs incoming calls to a The RAD message instructs callers that they system by dialing over the message. Callers are routed to a default answering point, such finished. The Automated Attendant feature is 16 software. an additional hunt group type called an to the recording groups used in the Attendant feature is accessed by either group. The Auto-Attendant group can and has the main features of any hunt hunt group number access code circular or terminal hunting. issue 1 Revision 0 2-l Automated Attendant Application Package Through customer data entry (CDE), programmable options that include: . l l l wait for resources The Auto-Attendant can be programmed . l l also have several message length default destination l l groups name prefix digits dialing enabled l auto-Attendant time. group access code can be dialed by any device. This access code as a destination in the following CDE forms: Form 19, Call Rerouting Form 14, Non Dial-In Trunks Form 17, Hunt Groups (hunt group overflow) Form 41, ACD Path (path inter-flow). The Auto-Attendant group access code can also be used as a call forwarding point. The group cannot be used as a normal recording group for Uniform Call Distribution (UCD), ACD and/or Automatic Wakeup. Basic Operation 2.3 When an internal or external caller reaches an Auto-Attendant group, the system hunts for an available RAD, connects the caller to the RAD, and connects a DTMF receiver to retrieve digits dialed by the caller. If the caller dials a number, the caller is routed to that number. If the caller does not dial a number, the caller is routed to a default answering point assigned during CDE. The following subsections describe basic call handling for calls to the Automated Attendant. Digit Handling The system assigns one DTMF receiver to each caller while the caller is listening to the recording. The recording is terminated as soon as the first digit is received from the caller. After dialing a valid number, the caller is routed to that number. Conflict Dialing When the caller dials, conflict dialing is in effect, and the normal 1 Ssecond inter-digit timeout applies. The recording is terminated when the conflict timer starts. The user listens to silence while the conflict timer is running. For additional information on conflict dialing and inter-digit timeout, refer to Conflict Dialing in the Features Description Practice. 2-2 Issue 1 Revision 0 March 1997 Functional Description Valid Destinations The valid destinations available to a caller depend upon what the originating device (trunk or telephone) is allowed to dial during a normal operation. All the usual PBX dialing features apply, such as: l l l l DID/TIE rerouting on no answer DID and DND interactions Device/tenant interconnection restrictions Class of Service (COS) options for Abbreviated Dial. Dialing capability ends as soon as the recording ends. Once a destination is attempted, the automated feature ends, and the regular call features such as campon are available. CO Trunk Dialing The Automated Attendant feature allows CO trunks to access several features normally inaccessible. A CO trunk can dial: l l . l l . l l account codes abbreviated dial numbers stations sets hunt groups (including data hunt groups) consoles LDNs night bells l modem pools ACD paths l ACD positions. l that are Automated Attendant also affects ARS toll control: through a system abbreviated dial number. a CO trunk can only access ARS Prefix Digits 2.4 Each Auto-Attendant group can be programmed in CDE with a string of prefix digits. The prefix can contain up to 4 digits and is inserted in front of the digits dialed by the caller. The prefix allows the caller to dial a single digit and be routed to devices that have normal multi-digit extension numbers. The prefix is only inserted if the caller dials at least one digit. March 1997 Issue 1 Revision 0 2-3 Automated Attendant Application Package Typical Applications The prefix can be used to l l l l provide single digit menus reduce digit dialing restrict dialing to numbers that start with the prefix provide entry into other features that require digits access codes). (such as ARS and feature Prefix Processing Processing of prefix digits starts only after the first digit is dialed. If the prefix itself is a valid access code, the caller will be considered to have dialed the access code, and the system ignores the first digit dialed by the caller. If the prefix contains a feature access code, control of the call is given to the feature after the digits are processed. If the feature returns dial tone to the caller and other digits have to be processed, the remaining digits are ignored because the feature clears the digits from the receiver. If, for example, the system is programmed with * as the account code and 123 as a valid account code, setting the prefix to *I23 causes the process the prefix as a complete account code and ignore the first digit caller. In this case, the system returns dial tone after the processing is access code system to dialed by the complete. This situation can be avoided by ensuring that the prefix does not include enough digits to run a feature to completion. Again, assuming * is the account code access code, using a prefix of * prevents dropping any digits. The first digit dialed by the caller is the start of the account code. Illegal Number Handling 2.5 If the dialed number is illegal, the system checks for illegal number routing using the tenant group of the first member programmed in the Automated Attendant group. If the routing point has illegal number routing programmed, the system redirects the caller to the routing point. The routing point can be another Automated Attendant group. If no illegal number routing is programmed, the caller is given reorder tone and is eventually disconnected. Examples . l l 9 of illegal number conditions include: device interconnection tenant interconnection not valid for caller type feature restricted. Each Auto-Attendant group can be assigned different rerouting points by assigning different tenant group number to the first member of each Auto-Attendant group. 2-4 Issue 1 Revision 0 March a 1997 Functional Description Vacant Number Routing 2.6 Handling callers that dial a vacant number, such as an unassigned access code, is similar to the illegal number handling described above. In the case of a vacant number, vacant number routing rather than illegal number routing is checked. Front End Recording 2.7 Front end recordings present a message to the caller as soon as the call enters the system. Auto-Attendant groups can provide this feature by having dialing disabled during the recording. This provides a simple front-end recording without assigning a DTMF receiver. Digits dialed by the caller are ignored and the prefix digits have no affect. Calls are routed to the default destination as normal. Default Destination 2.8 When a recording ends, callers who have not dialed at least one digit during the recording are routed to the default destination for the group. Failing to program a default destination means that when the recording ends, the caller is given reorder tone and eventually disconnected. Default Answering Valid default . . . 0 . . . . . . . Points points for the Automated Attendant feature are: console LDN night bell station SUPERSETTM telephone logical line ACD path hunt group ACD positions (agent, supervisor and senior supervisor) system Abbreviated Dial Auto-Attendant hunt group. Routing to Default Destination When the caller is routed to the default destination, the system handles the call as a call reroute. Device and tenant interconnection is bypassed, DND is ignored, and the caller automatically camps on to the destination if it is busy. Refer to Call Rerouting in the Features Description Practice. March 1997 Issue 1 Revision 0 2-5 Automated Attendant Application Package RAD Operation 2.9 RAD operation is similar package. The Automated enhanced recording group Recording Support, in the and recording groups. to the RADs in the ACD TELElMARKETER applications Attendant feature uses the Auto-Attendant group as an so that the basic recording group features apply. Refer to Features Description Practice for information about RADs The length of the recorded message, either programmed in CDE or in the RAD itself, should be greater than the actual message to create a silent period at the end of the recording. The silent period results in a delay between the end of the message and the rerouting to the default destination to give the caller time to think about the message and to start dialing. Complex instructions in the message may require a longer delay at the end of the message. Resource 2.10 Allocation Each call entering the Automated Attendant feature uses two primary resources: RAD and a DTMF receiver. Usage differs between the two resources as explained thefollowing paragraphs: Each time a RAD becomes free, an unlimited amount of that resource becomes available because of the unlimited number of listen-only conferees that can be serviced by that one RAD. When a receiver becomes free, however, only one piece of that resource becomes available because only one caller can use the receiver at a time. Receiver availability becomes the primary resource limitation for the Automated Attendant feature. DTMF Receiver Requirements In addition to the number of receivers needed for normal PBX operation, the number of extra receivers needed for the Automated Attendant feature is approximately: Average Maximum number of calls per hour # of messages given per hour where: maximum # of messages given per hour = 3600/message clear down time) in seconds (for groups with one RAD). length (including setup and A limited number of messages can be played in one hour. Therefore, to service all callers, each message must play to a number of callers. This calculation is an estimate for a single group in the system. Additional groups require additional receivers. 2-6 Issue 1 Revision 0 March 1997 a in Functional As an group played callers Note: Description example for a single group, assume that 100 callers per hour are accessing the and that the message length is 20 seconds. This means 180 messages can be per hour and 100/180 or at least one receiver is needed to service all of the in that hour. Round the result of this calculation up to the next whole number. The minimum quantity of receivers must be equal to the number of RADs assigned Automated Attendant feature so that RADs can operate concurrently. Receiver Allocation to the Control The user can place limits on the number of receivers available to the Automated Attendant feature (across all Auto-Attendant groups). Without this limit, the Automated Attendant feature can potentially use up all receivers in the system and block dialing for extended periods. The limit is specified by programming System Option 59, Receivers Reserved for Non-Auto-Attendant Use. The Automated Attendant feature uses as many receivers as possible but it will always leave at least this number of receivers available for the rest of the system. Receivers Reducing Attendant going out of service (for diagnostics, etc.) have no effect on this number. the number of available receivers removes receivers from the Automated feature first. When the limit is specified, the receivers present in the system as a limit. If the system contains feature is unable to access any available” condition. system does not check to ensure that the number of is greater than the number of receivers programmed fewer receivers than the limit, the Automated Attendant receivers. The system handles this as a “no receivers Setting the number of receivers to more than the number in the system results in all calls that are directed at Auto-Attendant groups ending up at the default destination. Busy Recordings If a call arrives at the Automated Attendant when all recordings are busy or unavailable, the caller is camped on to the group to wait for a recording. The wait time is programmable for each group through CDE. Unless all RADs fail, the caller wait time should be no longer than the RAD cycle time. Normal camp-on audio is returned to callers. When a recording becomes free, the system rings the RAD. When the RAD answers, the system sets up a listen only conference for all callers camped on to the Auto-Attendant group. The callers are retrieved using the normal campon priority scheme. Callers will be retrieved until there are no more waiting callers or until all available DTMF receivers in the system have been allocated (DTMF receiver allocation is subject to the receiver usage limits for the Automated Attendant feature in the system). Once all receivers are used up, the remaining callers continue to wait for resources to become free. March 1997 Issue 1 Revision 0 2-7 Automated Attendant Application Package Busy Receivers If no receivers are available when a RAD becomes free, the system camps the caller on to the Auto-Attendant group to wait until a receiver becomes available. The wait time is programmable through CDE. Note: Internal callers dialing the group (including dial-in trunks and CO trunks coming groups) do not keep their receivers after dialing an Auto-Attendant group. These allocated another receiver based upon the receiver allocation system option. Busy FIAD or Receiver from other callers are Timeout The wait for resources timer on the group controls the length of time that a caller is allowed to wait for a RAD or for a receiver to become available. When the wait timeout occurs, the caller immediately calls the default destination without listening to a recording. If the caller is ringing a RAD when the timer expires, the timeout is ignored. Traffic measurement for this group is pegged each time that a recording is skipped because of a waiting timeout. If no default destination is specified, the caller is given reorder tone and eventually is ‘put into suspended state. 2-8 Issue 1 Revision 0 March 1997 3 Operation The Automated Attendant feature requires no special operating instructions because calls are routed to the Automated Attendant by the system. This section describes the displays that appear on the sets of internal callers after dialing the Automated Attendant, and when receiving a call directed from the Automated Attendant. This section also describes the interaction between the Automated Attendant feature and other SX-200 ML PABX features. Caller Displays 3.1 The SUPERSET 420TM and SUPERSET 430TM telephones and the attendant console show normal ringback, busy, and talking state displays when calling a hunt group. Called Patty Displays 3.2 The display of a party called from an Auto-Attendant group is the normal call processing display for the given caller and called party. No special indication is given to show that the call came from a group, however, either the name or the access code of the group isbe displayed. Transfers 3.3 Callers are unable to transfer is attempted and the caller will be busy group, however, transfer another party to a group while ringing or listening. If a during ringing or listening, the system will terminate the feature recalled by the held party. Extensions can transfer a party to a the console cannot transfer to a busy Auto-Attendant group. Calls can be indirectly transferred to groups by calling an extension that has Call Forward No Answer programmed to a group and releasing the held caller to the forwarded extension before the call forward no answer timeout has expired. Interaction with Other Features 3.4 The Automated Attendant feature system. The following subsections alphabetical order. can affect the operation outline the interactions. of certain features in the Features are arranged in The Automated Attendant feature has no special call handling features built in for compatibility with ACD. A caller using the Automated Attendant feature to access ACD hears the Automated Attendant recording, dials an ACD path, and hears ringback tone before the ACD recordings are started. The Automated Attendant feature does close off and print the current SMDR buffer before it enters ACD to preserve the Automated Attendant feature information in the SMDR record and to prevent a conflict between ACD and Automated Attendant information in the dialed digits field. March 1997 Issue 1 Revision 0 3-l Automated Attendant Application Package ACD callers using the Automated Attendant feature after an agent answers are handled as normal. In addition, the Automated Attendant feature does not add any digits into the dialed digit buffer to preserve the ACD information. Account Codes CO trunks can dial the account code access code. No checks are made to see whether the access is from the Automated Attendant feature. DID trunks Automated are blocked Attendant. from accessing the account code feature even through Verified account codes can provide ARS access security. With Auto-Attendant groups, this feature can be used by assigning prefix digits that are the account code access code. The user then dials the verified account code to change dialing privileges. Because CO trunks can access account codes, the Direct to ARS feature is available to CO trunks after the CO trunk user dials an account code. The prefix for a group can be programmed as the account code access code and may contain the leading account code digits. The user then dials the remaining account code digits. ARS A CO trunk cannot normally dial ARS directly and must use one of three ways to access ARS: forwarding, transfer, or ACD Inter-flow. Because a CO trunk has no Class of Restriction (COR) number, forwarding and transfer use the COR number of the forwarder or transferrer. For the Automated Attendant feature, as with ACD interflow, no COR number is provided for the CO trunk during dialing; therefore, there is no toll control. CO trunks, however, are unable to dial an ARS digit string directly. From the Automated Attendant feature, a CO trunk can only access ARS through a system abbreviated dial number. Callbacks Callbacks to a group are not allowed Call Duration to Auto-Attendant groups. Display When a SUPERSET420and SUPERSET430telephone answers a trunk routed from an Auto-Attendant group, the call duration display shows the call duration beginning when a non-recording answers the trunk. This method is consistent with the display for trunks from other recording applications (even though for Automated Attendant the time to answer in SMDR is the time to answer by the recording, not the set). Call Forwarding When a caller reaches an Auto-Attendant group, the caller’s current call forwarding history is cleared to prevent problems with forwarding hop limits when a group is a forwarding destination. The caller can be forwarded again for the maximum number of forwarding steps. 3-2 Issue 1 Revision 0 March 1997 Operation Campon When all RADs are unavailable, the system camps the caller on to the Auto-Attendant group. All device types except the console can be camped on to the group. Because the console is not permitted to camp on to anything, it is given busy tone and must try dialing the group again. DID/Dial-in Trunk Busy Rerouting The DID/Dial-in trunk busy rerouting point is not operational when calling an Auto-Attendant group (the trunk always camps on if the group is busy). The feature operational when the caller dials from the group. is Direct to ARS The Direct to ARS feature applies to calls after an account code is successfully dialed from a group (Direct to ARS applies to all devices). An added application is that Analog Networking passes the account code into the network. If a caller dials an account code from a group and then with Direct to ARS goes to an analog network trunk, the digits that the caller dials from the group will be passed into the network. Recall on Default or Dialed Destination No recall point is set up by the Automated Attendant feature. Recall on busy and no answer operate as if the feature had not been accessed, this feature acts as if the default or dialed destination had been reached directly. The answer supervision given to the trunk during the ringing has no effect on recall. System Abbreviated Dial Normal system operation prevents CO trunks from accessing system abbreviated dialing except through external call forwarding. With the Automated Attendant feature, CO trunks can dial the system abbreviated dial access code. The CO trunk must have the abbreviated dial access COS option enabled as is the case with other devices. The system allows callers to access any numbers in the system. If access is given to Automated Attendant callers, the only control available is through toll control for ARS numbers. If necessary, the prefix feature can be used to restrict access from the Automated Attendant to specific numbers. The prefix feature limits the caller to dialing only a limited set of numbers, such as those beginning with the digits 12. Tenanting Tenanting can be used to restrict the dialing ability of callers who use the Automated Attendant feature. With the tenant interconnection table, callers can be put in a special tenant group and be allowed to dial only designated extensions in the system. March 1997 Issue 1 Revision 0 3-3 Automated Attendant Application Package SMDR 3.5 Incoming SMDR records indicate that the Automated used. Table 3-1 below defines the significant fields. Attendant feature has been I Table 3-l SMDR Fields P, Contains the extension number of the party that answered the Call Completion Status Dialed Digits Indicates call completion with regard to the group called rather than the destination dialed or routed to from the Automated Attendant feature. Shows the group access code and the destinations dialed by the caller (even if the digits dialed are invalid) or the default destination (if taken). Dialed digits overwrite any information already in this field as a result of analog networking. The access code and digits are written to the field with a sinole blank between them. Indicates the time until answered by the RAD. This duration shows waiting times for receiver and RAD resources, since the trunk will only be answered when the recording is ready to be played. For UCD, ACD, and AA0 (Automatic Attendant Overflow - COS option 705) the time to answer is the duration until answer by a device other than the recording. Shows the elapsed time from the time when the RAD answers the call, not when a party in the PBX answers the call (unlike ACD, UCD, and AAO). Sample SMDR Record Below is a sample record. Trunk 001 has called in to group 123 and after 20 seconds is answered by a RAD in the group at 12:32. The trunk then dials 555 and is answered at extension 555. The trunk talks to extension 555 and then hangs up. The total duration of the trunk call was 20 minutes, 12 seconds. 06/28 12:32 00:20:12 TOO1 020 123 555 555 If the caller arrives at a group again or after SMDR has already recorded an answer, no special entries are made in the record. The Auto-Attendant group appears as the called destination, third party, etc., as would any hunt group. Analog Networking 3.6 3-4 Analog networking information in the SMDR records is overwritten when a trunk that uses analog networking accesses the Automated Attendant feature and dials a number. The Automated Attendant feature information replaces the digits already stored. The SMDR record is not altered if no recording is heard; instead, normal SMDR is done. Issue 1 Revision 0 March 1997 Operation Traffic Measurement 3.7 The normal traffic measurement statistics for hunt groups are also available for Auto-Attendant groups. As with other recording groups that have listen-only conference, the busy pegs are not very useful because an unlimited number of callers are connected each time a RAD becomes free. The usage pegs and usage CCS indicate calls handled and RAD peg is present for Auto-Attendant groups to help diagnose receiver The skip peg shows how many failures to get a receiver resulted recording and routing to the default destination. A non-zero value receiver shortage problems. usage. An additional shortage problems. in a call skipping the in this field indicates EXAMPLE: HUNT GROUPS: Number Peg 1 6 Skip Usage 1 123.00 Busy Peg ccs 1 Max/Avl 213 Traffic measurement also records receiver usage from the Automated feature. The l-, Z-, and 3-second receiver wait pegs are not updated. usage peg, receiver CCS, and max/avail fields are updated. March 1997 Issue 1 Revision 0 Attendant The receiver 3-5 Automated 3-6 Attendant Application Package Issue 1 Revision 0 March 1997 4 Programming The Automated Attendant Application Package is a software option that must be purchased. The Automated Attendant feature is enabled and controlled through entries in customer data entry (CDE). This section lists the forms related to this feature and describes the entries required on each form. System Option Form 4.1 The following fields on the System Attendant feature: Options Form (Form 04) affect the Automated System Option 106 - Automated Attendant: Controls the availability of the feature. This option allows programming of Auto-Attendant groups. The option cannot be disabled until all groups are deleted. The option is disabled by default. System Option 59 - Receivers Reserved For Non-Auto-Attendant Use: A numeric field that defines the number of receivers reserved for normal call processing. Acceptable entries are 1 to 99 or ALL. The value in this field is not restricted by the number of receivers currently in the system. By default, the value is set to UNKNOWN when the user starts programming the system. The system prevents the user from programming any Auto-Attendant groups until this value is changed to a number from 1 to 99 or ALL. “UNKNOWN” is an initial value only and can never be programmed by the user. COS Option Form 4.2 The COS (Form 03) options that apply are those for members of recording hunt groups. Refer to the Programming section of the Features Description Practice for details about setting the recording group COS options. Call Rerouting Form 4.3 The UCD Recording routing and Automatic Wakeup routing entries Rerouting Table (Form 19) cannot include an Auto-Attendant group. in the Call Hunt Group form 4.4 The programming of the Auto-Attendant group type in Form 17, Hunt Groups, follows the programming for all other hunt group types. The distinction is in the group type and options. The group type is selected by pressing the GROUP TYPE and then the AUTO ATT softkeys. If the user has not filled in a value for System Option 59, Receivers Reserved For Non-Auto-Attendant Feature Use, they are not permitted to create an Auto-Attendant March 1997 Issue 1 Revision 0 4-l Automated Attendant Application group. When the ENTER message appears: System Package key is pressed Option 59 must be programmed The user must return to the System to change before Options the group type, the following creating an Auto-Attendant form and program error group. a value for Option 59. The group type cannot be changed from AUTO ATT to some other group type unless all of the RADs in the group are either DND, busied-out, or idle. Once the group type is set, the OPTION softkey is used to set up options on the group. The options for Automated Attendant groups only appear when the group type is AUTO ATT. The fields on the Auto-Attendant group form are described below. Default values are also shown. To change information in the fields, scroll to the desired field and, depending upon the field, either enter the desired value or press the appropriate softkey: Name: Enter the name string (the same rules apply as for recording Default: No name. groups). Message Length: Enter the message length time in minutes and seconds (the same rules apply as for recording groups). Default: message length = 10 seconds. Default Destination: Enter an access code. The access code must already signed to a valid destination. Default: No default destination. Dialing Over Recording: Select the DISABLE or ENABLE softkey when the Dialing over Recording field is in the scroll window. Default: Dialing over recording enabled. Prefix Digits: Enter the digit string, containing #. Default: No prefix digits. be as- that is to appear 0 to 4 digits. Valid digits are O-9, * and Wait For Resources: Enter the time to wait in minutes Default: Wait for resources = 1 minute. and seconds (0O:OO to 54:OO). If the group type is changed, all of the above information is deleted if the information no longer applies to the new group type. “Name” is never lost and “Message Length” is not lost if the new group type is RECORDING. Sample Programming Basic Automated 4.5 Callers Attendant Feature are routed to a group with a typical message: “Thank you for calling the ABC company Automated Attendant number. If you know the extension number of the person you are trying to reach, and if you have a touch-dial telephone, you may dial the number before the end of this message. If not, someone will be with you shortly.” In this example, an LDN is programmed as the default destination for the Automated Attendant group. The LDN is assigned the name “ABC” which shows the attendant the name of the company that the caller was attempting to reach. 4-2 Issue 1 Revision 0 March 1997 Programming An additional group could be supplied as the illegal number routing point for the tenant group of the first RAD in the first group. The second group could have a message saying: “You have dialed an incorrect will be with you shortly.” number. Please try again or stay on the line and someone The default destination for the second group isan LDN that indicates a caller that had already misdialed a number. The illegal number routing point for the tenant group of the first RAD in the second group would be the same group itself, so that the caller would keep looping back to the same group when an illegal number is dialed. ACD Frontend Message Using an ACD Front-End such as: message, ACD callers are routed to a group with a message “Thank you for calling the ACME Supply House. If you have a touch-dial telephone, please dial 1 for housewares, 2 for seed catalogs and 9 to repeat this message. Otherwise, please stay on the line and an agent will be with you shortly.” The default destination for this recording group is an ACD path that handles unscreened calls. The recording group also has a prefix of “123” programmed. The ACD path for housewares has the access code “1231”, the ACD path for seed catalogs has the access code “1232”, and the recording group itself has the access code “1239”. Aided External Dialing Using aided external dialing, callers are routed to a group with a message such as: “Thank you for calling. Please dial 1 for the Toronto office, 2 for Vancouver and 3 for Montreal. Otherwise, please stay on the line and the attendant will be with you shortly.” The recording group is programmed nation with a prefix of 80. Assuming that the access system speed abbreviated Montreal. March 1997 with the attendant console as the default desti- code for system speed dial is 80, the caller is selecting dial numbers. Index 1 is Toronto, 2 is Vancouver, and 3 is Issue 1 Revision 0 4-3 Automated 4-4 Attendant Application Package Issue 1 Revision 0 March 1997 5 Maintenance RAD Failure Handling 5.1 The RAD failure handling for the Automated Attendant ACD TELEMARKETER Application Package Practice. feature is as described in the RADs in DND If a caller the caller goes out group in accesses an Auto-Attendant is immediately routed to the of service, the waiting callers which all of the RADs are out group that has all RADs in DND or Busy-out, default destination. If the last RAD in a group are processed as if they had just accessed a of service. Failure to Answer If a RAD fails to answer, the caller ringing the RAD is routed to the default destination. The RAD is placed in DND. Troubleshooting Guidelines Failure to Answer Problem: A call is never answered by a RAD. The call always routes to the default. Action: l l l l Verify that the RAD is functioning (not all in DND or busy-out). Check that the RAD message length is not too short. Check traffic measurement for skip pegs for the group (indicates a problem too few RADs or too few receivers required for Automated Attendant). Check the “wait for resources with time” for the group. Call Dropped Problem: A call is dropped after no number is dialed. Action: l l Verify that a default destination is programmed. Confirm that a connection is allowed between destination. possible callers and the default FiAD Fails to Drop Problem: Action: March 1997 Recording does not end even though Ensure that the option “Dialing Issue 1 digits are dialed. Over Recording” Revision 0 is enabled for that group. 5-l Automated Attendant Application Package Wrong Message Problem: A caller receives the wrong message. Action: l Verify that message was recorded Check that the RAD is programmed l Check that the RAD is connected l 5-2 Issue 1 correctly. correctly. to the correct Revision 0 line circuit. March 1997 6 Installation The Automated Attendant feature may require additional receivers to prevent users from complaining about a delay to dial tone. The following subsections describe the installation requirements for the Automated Attendant feature: Receivers 6.1 Ensure that the system is provisioned with sufficient DTMF receivers, Traffic measurement can be used to monitor receiver usage and to identify failures to get a receiver. Main Control 6.2 Card II Receivers The Main Control Card II contains seven receivers on the Digital Signal Processor (DSP). When additional receivers are required, a Universal Card can be installed in a high-power slot. Universal Card Receiver Modules 6.3 Each Universal Card can contain up to four receiver modules; contains four receivers, for a total of 16 receivers. Universal stalled in high-power slots. March 1997 Issue 1 Revision 0 each receiver module Cards can only be in- 6-1 Automated Attendant Application Package NOTES 6-2 Issue 1 Revision 0 March 1997
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