Atlas WAV Service manual

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System Administrator’s Manual
Key System US
West Palm Beach, Florida
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Legal Notice
Key System US reserves the right to make changes in product software, hardware, or documentation at any time, with no obligation to inform any persons or entities of such changes. Every attempt has been made to ensure the accuracy of this document. However, Key System US assumes no responsibility for any losses, whether electronic, financial, or other, that might accrue from inadvertent inaccuracies that the software or documentation might contain.
Some states or jurisdictions do not allow disclaimer of explicit or implicit warranties in certain situations. Therefore, this statement might not apply to you.
Copyright © 2000. Key System US. All rights under copyright reserved. The WAV engine is covered by patent pending and copyright protection. The contents of this document may not be duplicated by any means, whether electronic,
graphic, or mechanical, including, but not limited to, photocopying, recording, taping, or information recording and retrieval systems, for any purpose but the original purchaser's personal use, without prior written permission of Key System US.
Trademark Information
WAV, Key System US, and Atlas IIE are trademarks of KS Telecom Inc. All other trademarks are the property of their respective owners.
4910 Dyer Blvd., West Palm Beach, Florida 33407
Key System US
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Table of Contents
CHAPTER 1 Overview of the WAV
The Purpose of this manual 1 Information Contained in this manual 1 Conventions used 2 Using the Atlas WAV 2 Starting the Atlas WAV 2 Exiting the Atlas WAV 2 Types of Screens in the Atlas WAV 3 Menu 3 List 3 Form 4 Confirmation Box 4 Information Box 5 Atlas WAV Runtime Help 5 Saving Your Changes 6
CHAPTER 2 Quick Guide to System Administration
Basic Atlas WAV Terms 1 System Administrator Responsibilities 2 Auto Attendant Greetings 2 Setting Up Atlas WAV Boxes 3 Programming a Subscriber or Department Box 3 Programming an Information Box 7 Programming a Group Box 9 Programming a Uniform Call Distribution Box 10 Programming a Visual Tree Box 11 Maintaining Your Atlas WAV 18
CHAPTER 3 The Automated Attendant
What is the Automated Attendant? 2 How Audio Menus Work 2 Setting Up the Automated Attendant 3 Programming the Hours of Operation 3 Defining Which Prompts to Play 3 Naming the Prompts to Play 4 Defining Times of Day to Play Prompts 4 Enabling Levels 4 Selecting Day of the Week 5 Copying Prompts to Different Days 5 Changing the Current Company 5 Saving Changes 5 Exiting the Hours of Operation Form 5 Recording Prompts 5 Defining Main Greeting Audio Options 6
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CHAPTER 4 Setting Up a BASIC Atlas WAV System
Basic Information Requirements 2 Basic WAV Setup 2 Integrating the WAV to the Atlas Phone System 3 Programming the Atlas Phone System for WAV Operation 3 Voice Mail Ports 3 Station Hunt Group 4 Ringing Assignments 4 Entering System Administration 4 Logging On 5 Set Up the Operator 5 Edit Subscriber 6 Select As Operator 7 Set Type 7 Set up Company Fax Machine 9 Set Up Subscriber Mailboxes 11
Subscriber Setup 12 Activate Menu 14 Auto Station Log On 14 Activate Message Center 15 Gender Menu 16
Device Setup 16 Set Up Hours of Operation 18 Record Your Company Greetings 20 Dialing Options in the Main Menu 23
In Band General System Interface 24
Main Greeting 25
CHAPTER 5 Using Advanced WAV Features
Client Box 1 Information Box 1 Group Box 2 Uniform Call Distribution Box 5 Visual Tree Box 8 Call Control 11
CHAPTER 6 Atlas WAV Main Screen
Atlas WAV Main Screen 1
Main Dialog 2
File Menu 3 Password 3 Set Menu 4 Select Menu 4 Edit Menu 5 View Menu 5 Update Menu 6 Restart Menu 6
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Schedule Menu 7
Channel Dialog 7
Channel Menu 7 Actions Menu 8 Prompts Menu 9
Schedule Dialog 9
File Menu 10 Edit Menu 10 Log Menu 11
CHAPTER 7 Atlas WAV Main Dialog – Edit / Subscriber Menu
Atlas WAV Main Dialog 1
Menu Bar 1
Edit Menu 2
Edit / Subscriber 2
Subscriber Setup Field Definitions 3
File Menu 4
Duplicate Subscriber 5
Select Menu 6
Company 6
Toll Restriction 7 Type Menu 7 Edit Menu 8
Device Setup 10
Field Definitions 10 Msg. Delivery Definitions 10 File Menu 11 Edit Menu 12 Transfer Type Menu 12 Define As Menu 13 Options Menu 14 Supervision Menu 14
Call Control 15
Field Definitions 15 File Menu 16 Select Menu 16 Reset Menu 17
Call Screening 17
Field Definitions 18 File Menu 19 View Menu 20 Prompts Menu 20 Sequence Menu 20
Call Routing 21
View Menu 21 Detail Tree 22
Expanded Detail Tree 22 Activate 23 Activate Message Center 24
VAX System 25
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Auto Station Log On 26 Gender 27 Say 27
CHAPTER 8 Main Dialog Additional Edit Menus
Main Dialog Edit Menus 1
Schedule 1
Field Definitions 2 File Menu 2 Select Menu 3
Hours of Operation 3
Field Definitions 3 File Menu 4 Select Menu 4 Day of Week Menu 4 Copy From Menu 5
Holiday Schedule 5
File Menu 6 Select Menu 6 Clear Menu 7 Month Menu 7
In / Out Status 8
Field Definitions 8 File Menu 8
Company Database 9
Field Definitions 9 File Menu 10
Trunk Database 10
Field Definitions 11 File Menu 11
InnFone 11
CHAPTER 9 Main Dialog – Additional File / Edit Menus
Switch Integration 1
Field Definitions 2 Switch Integration Setup Symbols 5 File Menu 6 Setup Menu 6 Edit Menu 7
Tone Definition Tables 8
File Menu 9
Update Menu 9 Main Greeting 9
Field Definitions 10
File Menu 11
View Menu 12
Prompt Menu 12 Call Screening 13 In Band System Signaling 13
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In Band Play Message Control 13 In Band Define Phone Numbers 13
Activate Menu 14
Voice Detection 14 Conference 15 VAX Call Back on Trunk 15
System Signaling Definitions 16 Main Greeting Signaling Definitions 18 Call Screening Signaling Definitions 19 Message Play Control Signaling Definitions 20 Define Phone Number Signaling Definitions 20
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CHAPTER
1
Overview of WAV
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Purpose of this manual
This manual guides a system administrator in setting up and maintaining an Atlas WAV system after installation by a certified professional. This manual provides a valuable reference guide for making changes to the system.
Information contained in this manual
The chapters of this Atlas WAV contains the following information:
Chapter 1 explains how to maneuver through Atlas WAV. Chapter 2 is quick guide to system administrating. Chapter 3 explains what the Auto Attendant is and how to program the Atlas
WAV as an Auto Attendant.
Chapter 4 explains how to set up a basic Atlas WAV system. Chapter 5 describes some of the more advanced features. Chapter 6 describes the Atlas WAV Main Screen, Port Status Screens and
Scheduler screen.
Chapter 7 describes all forms, menus and lists found under the subscriber field.
Chapter 8 describes additional edit menus found in the main dialog. Chapter 9 describes additional edit menus found in the file area of the main dialog
and also explains all signaling definitions.
Chapter 10 contains troubleshooting information.
Chapter 11 contains technical tips about the Atlas WAV. Chapter 12 contains useful forms for planning your Atlas WAV system.
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Conventions
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Key Information
Lowercase x indicates a variable in a file, version, etc. ALL CAPS indicates a file or directory < italics > indicates a variable or place holder
example of a “path” that a user can follow to get
:
< > indicates a keyboard command such as < Enter > Lowercase bold
¤Note:
to a particular screen or field.
used for commands or data to be typed at the keyboard information that is vital to the success of a process a shortcut or helpful hint
æTip:
possible damage to equipment
I Caution:
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Note:
You must be logged into the system before exiting.
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The Atlas WAV is a computer telephony solution that integrates with Microsoft’s Windows operating systems. The Atlas WAV uses standard computer hardware to integrate electronic data and voice messages in an accessible format. In addition, The Visual CTI interface, a Windows based “visual voicemail” application, allows end users to initiate voicemail commands from the desktop.
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Starting the Atlas WAV
To start the Atlas WAV click on the Start button on the Windows toolbar, select Programs, select Key System US and then select AVM.
The second way you may start the program by clicking on Start, selecting Run and then typing in “C:\Program Files\Key System US\WAV”.
Exiting the Atlas WAV
To exit the system, select File from the main toolbar and then select Exit. The system will ask you if you are sure you want to shut down the system, select Yes.
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Note:
When you shut down the system it will end all calls currently in progress.
Types of Screens in the Atlas WAV
Figure 1-1: The System Exit Window
There are five type of graphical boxes, or screens, used in the Atlas WAV. These are menus, lists, forms, confirmation boxes and information boxes. These Windows type screens provide information about the system and contain fields where the installer or administrator may modify system parameters.
Menu
Offers choice among dissimilar items.
Can be navigated by using cursor movement keys or a
mouse.
You can jump to a line by typing the first letter of that line.
Any item that is enabled will have a check mark next to it.
Figure 1-2: Example of Menu
List
Offers a choice among like items.
Can be navigated by using cursor movement keys or a
mouse.
You can jump to a line by typing the first letter of that
line.
May have up or down arrows if lists extend beyond
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screen.
Figure 1-3: Example of a List
Form
Has Fields where you can enter or change information.
Fields can contain sub-menus.
Can be navigated using the TAB key or a mouse.
Has both read only information and variables.
Figure 1-4: Example of a Form
Confirmation Box
Appears when the system requests an input from the
administrator.
Offers a choice of Yes or No only.
Although confirmation boxes are referred to as needed,
they are not generally shown in this document.
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Figure 1-5: Example of a Confirmation Box
Information Boxes
Displays read-only information.
Has multiple levels. (Indicated by a “+” sign next to a
particular option.)
Figure 1-6: Example of an Information Box
Atlas WAV Runtime Help
The Atlas WAV was designed with a built in online help option. If you require information on any particular item of field simply select, or go to, that field and press the F1 key. This will bring up a help box on that particular item. You may also refer to the online manual for a more detailed explanation of that particular field/option.
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Saving Your Changes
Note:
If you make a mistake in a form you can simply close that form and the changes will be discarded if you have not saved them.
After you have finished editing parameters in a form or making changes on a menu, you must save your changes for them to take effect. To save your changes click on File, or press the <ALT> key followed by the <F> key, and then select Save, or press the <S> key. If you close the current screen before saving changes the changes will not be made to the system.
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CHAPTER
2
Quick Guide to System
Administration
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This chapter is an overview of what you, as a system administrator, need to do to implement and maintain your Atlas WAV. If your system is new, you will be helping to lay out the basic system design and to plan how to route incoming calls. After the system is in place you will be responsible for making modifications and additions as you administer the system.
Before beginning, you need to understand a few basic terms used in the Atlas WAV.
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Group Box A type of mailbox that takes messages and Subscriber A type of mailbox that is used for a individual.
Department A type of mailbox used for a group of phones. Information A type of box that is used to provide pre-recorded
ACD A type of mailbox used to evenly distribute the Visual Tree A type of box used to create a “Tree” for callers to
Auto Attendant A set of prompts that are recorded to be
Greeting A message recorded by a box owner to be played PIN Number Allows box owners private access to their boxes
Log On/Off Allows private access to the system administration
Prompt A pre-recorded instruction played by the system
Acronyms
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uniformly distributes them to other boxes.
information to an outside caller.
call volume between several subscribers.
get to a more specific option. (i.e. Press 1 for
Technical Support… Press 1 for telephone
technical support or 2 for voicemail technical
support.)
played back to the outside callers when the
voicemail answers an incoming call.
when a caller reaches their mailbox.
and provides security for box owners’ messages.
and the installation and integration portions of the
Atlas WAV. Only authorized personnel should have
access to these passwords.
over a telephone to a box owner or caller.
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CO Central Office CPE Customer Premise Equipment CTI Computer Telephone Integration DID Direct Inward Dial DTMF Dual Tone Multi Frequency PBX Private Branch Exchange
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POTS Plain Old Telephone System PSTN Public Switched Telephone Network SMDI Simplified Message Desk Interface SMDR Station Message Detailing Report
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As a system administrator, you are responsible for the setup and continuing management of your Atlas WAV. Your duties include:
Helping the installer design your system.
Planning and implementing the Auto Attendant.
Planning and setting up Visual Trees.
Planning and setting up Subscribers and other type of boxes.
Recording greeting for the Auto Attendant as well as any other
Visual Trees and Information Boxes.
Maintaining and modifying the Atlas WAV.
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You can configure the Atlas WAV to work as an auto attendant to handle all of your incoming calls. When you set up the auto attendant, callers have the flexibility to choose where their calls will be directed. Callers may listen to pre-recorded Greetings, Information Boxes or Visual Tree Boxes. The auto attendant can be configured to allow for single digit dialing options if required and also allows the caller the opportunity to transfer to an operator. With the Voice Recognition option installed callers may simply ask for the person they wish to speak with.
To set up auto attendant greetings, you must first decide what prompts need to be recorded and select a name for each prompt. You can string together several prompts to form a greeting. For example you may want to have Good_Morning, Main_Day_Greeting for the morning greeting and Good_Afternoon, Main_Day_Greeting for the afternoon greeting. In this example the same main prompt is used just the first prompt is changed to indicate the time of day. There are six different levels of greetings per day, so you may have up to six different greetings on any given day of the week. For detailed information on setting up greetings, see “Setting Up the Auto Attendant” on page 3-3.
After you have programmed the greeting parameters, you also need to record the audio portion of your greetings.
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Subscriber and Department Boxes
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There are eight type of active boxes in the Atlas WAV. They are Subscriber, Client, Department, Information, Group Box, Automatic Call Distribution, Visual Tree and Extension Only.
Subscriber and Department boxes can be used for the following:
Programming a Subscriber or Department Box
You may either program an existing box or create a new box. When you select Edit – Subscriber a list of all boxes currently in the system is displayed on the screen. At this point you should either select one of the subscribers listed or select the close button on the top right corner of the list to create a new subscriber. To set up and customize a subscriber box, use the following forms and menus. The only difference between Subscriber and Department Boxes is that Department Boxes only allow for First name while Subscriber boxes allow for First and Last name.
Subscriber Setup Form
The Subscriber Setup Form contains general information about the box.
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Record and store messages from both inside and outside
callers.
Make and send messages to other box owners.
Give a copy of a message to another box owner.
Notify a box owner of newly received messages
Transfer a call to an extension.
Provide alternate call handling if an extension is busy or
doesn’t answer.
Forward callers to other subscribers automatically.
Subscriber Setup Form
Activate Menu
ActivateèMessage Center Menu
Type Menu
Call Control Form
Device Setup Form
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:
Screen Path:
Select:
• Edit à
• Subscriber à
• Choose Subscriber à
Or Close Choose
Subscriber Window For New Subscriber
Activate Menu
The Activate Menu allows you to enable or disable user features for the current subscriber box.
:Screen Path:
Select:
Edità
Subscriberà
• Choose Subscriberà
Or Close Choose
Subscriber Window For New Subscriberà
Select Activate From
Toolbar
Figure 2-1: The Subscriber Setup Form
Figure 2-2: The Activate Window
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ActivateèèMessage Center Menu
The Activateà Message Center Menu allows you to enable or disable options the user will have while inside their mailbox.
:Screen Path:
Select:
Edità
Subscriberà
• Choose Subscriberà
Or Close Choose
Subscriber Window For New Subscriberà
Select Activate From
Toolbarà
Select Message Center
Type Menu
The Type Menu allows you to select the type of box the current subscriber is. (Set this for either Subscriber or Department.)
:Screen Path:
Select:
Edità
Subscriberà
Choose Subscriberà
Or Close Choose
Subscriber Window For New Subscriberà
Select Type From
Toolbar
Figure 2-3: The Activate Message Center Menu
Figure 2-4: The Type Menu
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Message Call Control Form
The Message Call Control Form allows you to change message and call delivery for the current subscriber.
:Screen Path:
Select:
Edità
Subscriberà
• Choose Subscriberà
Or Close Choose
Subscriber Window For New Subscriberà
• Select Edità
Select Message Call
Control
Device Setup Form
The Communications Link Form allows you to change advanced options of the call transfer features for the current subscriber. You
:Screen Path:
Select:
Edità
Subscriberà
• Choose Subscriberà
Or Close Choose
Subscriber Window For New Subscriberà
Select Edit From
Toolbarà
Select Communications
Link
may also create new devices for transfer purposes.
Figure 2-5: The Message Call Control Form
Figure 2-6: The Device Setup Form
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Client Boxes
Client boxes are currently not used for anything. They will eventually be used for speed dial type purposes through voicemail.
Information Boxes
Information boxes are used to provide information to a caller. This is in the form of a pre-recorded message. The information box can then transfer a caller to an extension after the message is played and/or take a message from the caller.
Programming an Information Box
You may either program an existing box or create a new box. When you select Edit - Subscriber a list of all boxes currently in the system is displayed on the screen. At this point you should either select one of the subscribers listed or select the close button on the top right corner of the list to create a new information box. To set up and customize an Information box, use the following forms and menus.
Subscriber Setup Form
Activate Menu
ActivateèMessage Center Menu
Type Menu
Device Setup Form
Subscriber Setup Form
The Voice Link Form contains general information about the box.
:
Screen Path:
Select:
• Edit à
• Subscriber à
• Choose Subscriber à
Or Close Choose
Subscriber Window For New Subscriber
Figure 2-7: The Subscriber Setup Form
Activate Menu
The Activate Menu allows you to enable or disable user features for the current subscriber box.
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:Screen Path:
Select:
Edità
Subscriberà
• Choose Subscriberà
Or Close Choose
Subscriber Window For New Subscriberà
Select Activate From
Toolbar
ActivateèèMessage Center Menu
The Activateà Message Center Menu allows you to enable or disable options the user will have while inside their mailbox.
:Screen Path:
Select:
Edità
Subscriberà
• Choose Subscriberà
Or Close Choose
Subscriber Window For New Subscriberà
Select Activate From
Toolbarà
Select Message Center
Figure 2-8: The Activate Menu
Figure 2-9: The Activate Message Center Menu
Type Menu
The Type Menu allows you to select the type of box the current subscriber is. (Set this for Information.)
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:Screen Path:
Select:
Edità
Subscriberà
• Choose Subscriberà
Or Close Choose
Subscriber Window For New Subscriberà
Select Type From
Toolbar
:Screen Path:
Select:
Edità
Subscriberà
Choose Subscriberà
Or Close Choose
Subscriber Window For New Subscriberà
Select Edit From
Toolbarà
Select Device Setup
Figure 2-10: The Type Menu
Device Setup Form
The Device Setup Form allows you to change advanced options of the call transfer features for the current subscriber. You may also create new devices for transfer purposes.
Figure 2-11: The Device Setup Form
Group Boxes
Group Boxes are used to distribute messages among a group of two or more boxes. The group box may contain all active subscribers and/or departments in the system. These type of boxes are popular in Customer Support departments to distribute messages to the technicians.
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Programming a Group Box
You may either program an existing box or create a new box. When you select Edit - Subscriber a list of all boxes currently in the system is displayed on the screen. At this point you should either select one of the subscribers listed or select the close button on the top right corner of the list to create a new Information box. To set up and customize an Information box, use the following forms and menus.
Subscriber Setup Form
The Subscriber Setup Form contains general information about the box.
:
Screen Path:
Select:
• Edit à
• Subscriber à
• Choose Subscriber à
Or Close Choose
Subscriber Window For New Subscriber
Subscriber Setup Form
ActivateèMessage Center Menu
Type Menu
Subscriber Group Selection List
Figure 2-12: The Subscriber Setup Form
ActivateèèMessage Center Menu
The Activateà Message Center Menu allows you to enable or disable options the user will have while inside their mailbox.
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:Screen Path:
Select:
Edità
Subscriberà
• Choose Subscriberà
Or Close Choose
Subscriber Window For New Subscriberà
Select Activate From
Toolbarà
Select Message Center
Type Menu
The Type Menu allows you to select the type of box the current subscriber is. (Set this for Group Box.)
Figure 2-13: The Activate Message Center Menu
:Screen Path:
Select:
Edità
Subscriberà
• Choose Subscriberà
Or Close Choose
Subscriber Window For New Subscriberà
Select Type From
Toolbar
Subscriber Group Selection List
The Subscriber Group Selection List allows you to add or remove subscribers from the group box.
Figure 2-14: The Type Menu
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Figure 2-15: The Subscriber Group Selection List
Uniform Call Distribution Boxes
Uniform Call Distribution Boxes are used to send callers to a group of two or more subscribers using a circular hunt method. This type of box is useful if you have a department(s) and you wish to evenly distribute calls among the personnel in that department.
Programming a Uniform Call Distribution Box
You may either program an existing box or create a new box. When you select Edit - Subscriber a list of all boxes currently in the system is displayed on the screen. At this point you should either select one of the subscribers listed or select the close button on the top right corner of the list to create a new Uniform Call Distribution box. To set up and customize an Uniform Call Distribution box, use the following forms and menus.
Subscriber Setup Form
Activate Menu
Type Menu
Uniform Call Distribution Selection List
Subscriber Setup Form
The Subscriber Setup Form contains general information about the box.
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:
Screen Path:
Select:
• Edit à
• Subscriber à
• Choose Subscriber à
Or Close Choose
Subscriber Window For New Subscriber
Activate Menu
The Activate Menu allows you to enable or disable user features for the current subscriber box.
Figure 2-16: The Voice Link Form
:Screen Path:
Select:
Edità
Subscriberà
• Choose Subscriberà
Or Close Choose
Subscriber Window For New Subscriberà
Select Activate From
Toolbar
Type Menu
The Type Menu allows you to select the type of box the current subscriber is. (Set this for Uniform Call Dist.)
Figure 2-17: The Activate Menu
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:Screen Path:
Select:
Edità
Subscriberà
• Choose Subscriberà
Or Close Choose
Subscriber Window For New Subscriberà
Select Type From
Toolbar
UniformCall Distribution Selection List
The Uniform Call Distribution Selection List allows you to add or remove subscribers in the Uniform Call Distribution group.
Figure 2-18: The Type Menu
Figure 2-19: The Uniform Call Distribution List
Visual Tree Boxes
Visual Tree Boxes allow you to set up a multiple level system. The system will play a pre-recorded audio menu offering callers options on how their call will be directed. The Visual Tree box allows you to have dial options for several different types system functions.
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Programming a Visual Tree Box
You may either program an existing box or create a new box. When you select Edit - Subscriber a list of all boxes currently in the system is displayed on the screen. At this point you should either select one of the subscribers listed or select the close button on the top right corner of the list to create a new Visual Tree box. To set up and customize a Visual Tree box, use the following forms and menus.
Subscriber Setup Form
Activate Menu
Type Menu
Visual Tree Interface Form
Subscriber Setup Form
The Subscriber Setup Form contains general information about the box.
:
Screen Path:
Select:
• Edit à
• Subscriber à
• Choose Subscriber à
Or Close Choose
Subscriber Window For New Subscriber
Activate Menu
The Activate Menu allows you to enable or disable user features for the current subscriber box.
Figure 2-20: The Subscriber Setup Form
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:Screen Path:
Select:
Edità
Subscriberà
• Choose Subscriberà
Or Close Choose
Subscriber Window For New Subscriberà
Select Activate From
Toolbar
Type Menu
The Type Menu allows you to select the type of box the current subscriber is. (Set this for Visual Tree.)
Figure 2-21: The Activate Menu
:Screen Path:
Select:
Edità
Subscriberà
• Choose Subscriberà
Or Close Choose
Subscriber Window For New Subscriberà
Select Type From
Toolbar
Figure 2-22: The Type Menu
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Visual Tree Interface Form
The Visual Tree Interface Form allows you to define where or how different caller dialed digit entries are routed.
Figure 2-23: The Visual Tree Interface Form
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Some of the tasks required in the maintenance of your Atlas WAV are listed below:
Modify boxes as needs change.
Create new boxes or delete ones no longer needed.
Record new greetings and Visual Trees or modify existing
ones.
Set up or modify Communication Links for box owners.
Troubleshoot problems.
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CHAPTER
3
The Automated Attendant
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“For Sales, Press 2”
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The Automated Attendant is a prerecorded greeting that eliminates the need for an operator because it allows callers to direct their calls. When calls come in, the Automated Attendant greets the callers and informs them of various ways the callers can direct their calls. Callers then make their selections by pressing keys on their telephones.
There are two ways to use an Automated Attendant: the first is as a primary Automated Attendant the other is as a secondary or backup Automated Attendant. A primary Automated Attendant answers every call that comes into the company. A secondary Automated Attendant answers overflow calls that can not be answered by the operator.
When programmed correctly, the Automated Attendant can:
Receive incoming telephone calls
Greet callers
Offer callers an audio menu of forwarding
destinations to select from
Play recorded information, based on caller responses
to an audio menu
Direct calls to an operator
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An audio menu is a recorded message that verbally gives a caller options associated with keypad numbers. Pressing the key associated with the option performs the action described by the option.
The following is an example of an audio menu.
Figure 3-1: An Example of an Audio Menu
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“For Shipping, Press 3”
“For a Company Directory, Press 4”
“For an Operator, Press 0”
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form will appear.
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In a new Atlas WAV system there is a default greeting prerecorded. This means that any calls coming into the system will receive this greeting. To set up the Automated Attendant, you must program the Hours of Operation form, record a greeting and program the main greeting visual tree.
Programming The Hours of Operation
The Hours of Operation form allows you to define different greetings for different days, different times of day and different companies.
To open the Hours of Operation box from the main screen select Edit - Hours of Operation. The following form should now be on the screen.
:Screen Path:
Select:
Edità
Hours of Operationà
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Note:
If you have more then one company defined in the system you will have to select the company before the Hours of Operation
Figure 3-2: Hours of Operation Form
Defining Which Prompts to Play
The Atlas WAV allows for extreme flexibility in setting up the Automated Attendant Greetings. The Administrator is able to use several different prompts strung together to create a single message for the outside caller.
A prompt is a file that is recorded into the system and played back to callers. These prompts can be up to 74 minutes long.
Selecting which prompts to play will depend greatly on the setup that your customer requires. There may be some instances where you only need one prompt defined for everyday all day and other instances where you need to very your prompts for different times of the day and different days of the week. So before proceeding it is a good idea to determine what type of application you will be attempting to install.
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word (no spaces).
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Naming the Prompt to Play
The prompt(s) to be played must have a name. It is recommended that you name the prompt something that will be easily associated with what it is used for. For example, if you wanted to have a
Note:
When naming prompts they have to be one
To space out a prompt name use the “_” (underline) key for a space.
prompt that said “Good Morning” you might call it good_morning or goodmorning. In a multiple company application you might refer to this prompt as good_morning_abc, where “abc” is the company name.
In the screen sample on the previous page you will notice that there are a few different prompt names on the same line. This allows you to just record one main greeting and also allow for a different opening for the caller during different time of the day. For example the “OPEN” prompt is used in a couple of different time slots but it is proceeded by either “good_morning”, “good_afternoon” or “good_evening”. Programming the hours of operation this way gives the caller a little bit more personal feeling when interacting with the voicemail.
Defining Times of Day to Play Prompts
Each level has a “From” and “To” field. These are used to define the time period that a prompt is played for. The only one of these fields that is settable is the “To” field. The “From” field is
Note:
When using the 12 hour format be sure to put a space between the time and AM or PM
controlled by the previous levels “To” field. The “To” field is the time that you wish the current prompt to stop
playing and the next level to start. This time can either be entered in a 24 hour format or in a 12 hour format using AM and PM. There must be a colon between the hour and minutes. For example 2 o’clock PM can be entered as either 02:00 PM or 14:00.
Enabling Levels
The Atlas WAV allows for up to six different greetings per day per company. The number of greetings that are enabled is controlled by the “Levels” buttons. On the screen these are labeled Closed, Morning, Lunch, Afternoon, Evening and Closed. This labeling is for reference only. The levels do not have to be used for what they are labeled.
To enable or disable a specific level simply click on the button for that level. If the button is pushed in that level is enabled if the button is pushed out it is disabled.
You may have as few as one level enabled or as many as six. When enabling or disabling levels keep in mind that the system always looks at level one first and the level two etc.. until it finds an enabled level. If there are no levels enabled the system defaults back to the previous greeting that was being played.
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Selecting Day of Week
The current day of the week that you are programming is located at the left hand side of the form. To select a different day click on Day of Week and then click on the day you wish to program or press the <ALT> key followed by the <D> then use the arrows to select the day you wish and press the <Enter> key.
Copying Prompts to Different Days
To copy the settings from one day to another select the day you wish to change (see the previous paragraph). Then click on Copy From and then click on the day of week you wish to copy the settings from or press the <ALT> key followed by the <C> key. Then use the arrow keys to select the day of the week to copy the settings from and then press <Enter>.
Changing the Current Company
You should save any changes you wish to keep before changing companies. To change the current company you are working on click on Select and the Company. A list of companies will now be displayed. Double click on the company you wish to edit next.
Saving Changes
To save your changes click on File and then Save or press the <ALT> key followed by the <S> key.
Exiting the Hours of Operation Form
To exit the Hours of Operation Form click on File and the Exit or press the <ALT> key followed by the <E> key.
Recording Prompts
Recording the prompts that you set up in the Hours of Operation form requires that the Atlas WAV be attached to a telephone system.
To start recording the prompts select a channel that has a single line port attached to it by clicking on the window for that channel.
After selecting an active channel click on Prompts and the Greetings. The following screen should now appear.
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Figure 3-3: System Greetings Form
To begin recording greetings enter an extension number of a telephone nearby that you can use to record the prompts in the phone number field. Then click on File and the Dial. The system will call the extension that you entered into the phone number field, while the phone is ringing pick up the handset and say hello. You should notice that the text on the screen will change from gray to black.
Once the text has changed from gray to black double click on the company that you wish to record the greetings for in the left hand column. The greetings you have set up in the Hours of Operation Form will now appear in the right hand column. Click on the greeting you wish to record and then click on Greeting and the Record. You will now hear beep. After the beep start recording the prompt. Once you have recorded the prompt the system will play the recording back to you to verify that it sounds correct. If you approve of the recording continue for any other prompt that needs to be recorded. If you do not like the recording simply click on record again to rerecord it.
After you have finished recording all of the greetings Click on File and then Exit to close the System Greetings Form.
Defining Main Greeting Audio Options
In your main greeting prompt(s) you may want to give the caller single digit dialing options, for example dial 1 for sales or dial 2 for shipping. These options can very by company.
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The screen to define the main greeting audio options can be accessed by Clicking on Edità Switch Integration, Edit – In Band – Main Greeting. The following screen will then open.
Figure 3-4: Main Greeting Caller Options
See Chapter 4 (Setting up a Basic WAV System) for detailed information on adding dialing options to the Main Greeting.
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CHAPTER
4
Setting Up a BASIC
Atlas WAV System
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This chapter will provide step by step instructions to set up a basic Atlas WAV Voice Mail / Auto Attendant system. You will need to determine several items and operations prior to programming your Atlas WAV system. It would be very helpful for you to write these things down so that you can see how you want your system to operate:
BASIC INFORMATION REQUIREMENTS
Mailbox Numbers (should match your extension numbers)
List of Mailbox Subscribers (owners) & extension numbers
Hours of operation (Day / Night / etc.)
Company Greeting (what your callers will hear when the Auto
Attendant answers) You may need several:
Normal morning greeting
Normal afternoon greeting
Closed for business greeting
Weekend greeting
Caller Options (what you will allow your callers to do from
the Company Greeting)
Dial an extension
Call the Operator
Access a company directory
Access pre-recorded information (directions, business
hours, promotions, etc.)
BASIC WAV SETUP
The Atlas WAV system is a very full featured Voice Mail / Auto Attendant system with a very complete set of features to match almost any customer requirement. In many cases a basic system is all that is required and the WAV can be set up as a basic system very quickly and with very little programming. Simply:
Set up The Operator
Set up your mailboxes
Set up your Hours of Operation
Record your company greetings
Set up dialing options in your main greeting
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INTEGRATING THE WAV TO THE ATLAS PHONE
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properly.
SYSTEM
You need to make all the connections between the Atlas WAV and the Atlas phone system first. Next you need to do the appropriate programming in the phone system. When this is done you will have “integration” between the two systems.
Please see the Atlas WAV Quick Start Guide (Section 2) for detailed instructions on the following:
Connect the SMDI (integration) cables to the appropriate
COM port of the SMDR unit of your Atlas phone system and to the COM 1 port of the Atlas WAV.
Note:
Make sure that each successive port is a higher numbered port than the previous port.
Pay attention to the DIP Switch settings on the SMDR unit (or
card) that are required for proper WAV operation and integration.
Connect the Single Line Ports to be used for Voice Mail from
your Atlas phone system to the Voice Card ports on the back of the Atlas WAV.
Be aware that the single line ports used must observe the
following order: Port 2 must be a higher numbered port than port 1, port 3 must be a higher numbered port than port 2, etc.
PROGRAMMING THE ATLAS PHONE SYSTEM FOR WAV OPERATION
You must program the Single Line Ports used for the WAV to be defined as Voice Mail Ports and they must be set up in a Station Hunt Group for ease of operation. Determine if you want the WAV to be the primary answering device for your calls or whether it will be a backup to a live operator and program the ringing assignments accordingly.
Please see the Atlas WAV Quick Start Guide (Section 2) for detailed instructions on the following:
Note:
If ports not used in the WAV are set to “Voice Mail Port” then integration will not work
VOICE MAIL PORTS
Each of the Single Line Ports used for the WAV must be
defined in their class of service as a Voice Mail Port. (Set to YES)
It is very important to make sure that all other ports in the
Atlas phone system are not defined as Voice Mail Ports (Must be set to NO)
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STATION HUNT GROUP
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Select the appropriate station hunt group to be used for the
Atlas WAV
Program all of the Single Line Ports used for the WAV into
this station hunt group
You may program one of the flexible keys on the Atlas
keyphones to be a “one button” access to the WAV if desired.
RINGING ASSIGNMENTS
Direct Ringing
Program Direct Ringing if you want the WAV Auto
Attendant to answer all incoming calls immediately.
To have a live operator serve as backup program the
operator station(s) for delayed ringing.
Delayed Ringing
Program Delayed Ringing if you want the WAV Auto
Attendant to answer only after calls have been ringing for a pre-determined period of time
In this scenario the live operator would be programmed to
ring immediately on incoming calls.
ENTERING PROGRAMMING (SYSTEM ADMINISTRATION)
With the WAV installed and powered up you should be at the main screen as shown in Fig. 4-1:
Figure 4-1: WAV Main Screen
Note:
If you have more than 4 ports, those ports will also show up as individual channels.
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:Screen Path:
Select:
Fileà
Logà
ONà
Enter password (install)
when requested
Once you are at the WAV Main Screen you must Log On to the system as system administrator. Using your mouse, “click” on
File – Log – On as shown in Figure 4-2.
Figure 4-2: Logging On
The WAV will then ask for your password. See Figure 4-3. Enter “install”. This is the default password. When the correct password is entered the WAV will tell you that you have system access. You may now proceed with the necessary programming to set up your system.
Figure 4-3: Entering Password
SET UP THE OPERATOR
You should always have an operator programmed in the Atlas WAV. When the Auto Attendant answers the incoming call and also when an outside caller leaves a message in a mailbox, many times they need to be able to dial “0” and be transferred to a live operator. All mailbox owners including the Operator are called subscribers” in the Atlas WAV.
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Note:
When setting up a Subscriber or Department box use the following: Subscriber Setup Type Menu Select Menu Device Setup Activate Menu Message Center Call Control Form
From the Main Screen select Edit – Subscriber as shown in Figure 4-4. Then the Select Subscriber screen (Figure 4-5) will open and will show existing subscribers (if any) and their extension / mailbox numbers.
Figure 4-4: Edit Subscriber
Figure 4-5: Select Subcriber Screen
You may select one of the existing subscribers to edit their mailbox by “double clicking” on that subscriber. To enter a new subscriber simply select the close button at the upper right corner of the Select Subscriber screen. A blank Subscriber Setup form (Figure 4-6) will open and you can enter information for a new subscriber. You must begin by clicking File – New.
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Note:
When you enter any new subscriber you must begin by clicking File – New and then entering the information.
Figure 4-6: Subscriber Setup
Enter OPERATOR as First Name, (no last name) and enter primary extension (extension number). Then choose Select and check “as Operator” (Figure 4-7).
Figure 4-7: Select “As Operator”
Next choose Type and you will see that Operator is automatically set as a Department (Figure 4-8). Operator is set as a Department because there is no last name entered.
Figure 4-8: Set Type as Department
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Note:
To make your changes permanent you must “click” File – Save. If you close a form or screen without doing this, your changes will not be made.
When this is entered select File - Save (Figure 4-9)and the WAV will automatically enter the rest of the information on the Subscriber Setup form. (Figure 4-10)
Figure 4-9: File – Save
Figure 4-10: Subscriber Setup – Operator
The PIN number is the mailbox Personal Identification Number (password) that is entered via the touch tone pad of the telephone. The default PIN is 123. The Password shown at the bottom of the form is a verbal password spoken by the mailbox owner only if the voice recognition option is ordered.
When you enter File – Save you will hear “Changing office extension to primary extension 100”. The WAV automatically sets up the Device Setup (Figure 4-11) for your office extension.
If your subscriber does not have any additional communications devices – such as pagers and cell phones – then you do not need to do anything else with the Device Setup form.
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Figure 4-11: Device Setup
If the installation has a general company fax machine then this fax machine must be associated with the Operator. The general fax is used to receive a fax whenever fax tone is received on an incoming line. This device is used whenever fax tone is detected by the Auto Attendant. This information is entered in the Device Setup – Operator screen.
Begin by clicking File – New (Figure 4-12).
Figure 4-12
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Enter FAX in the Label field. Enter the Single Line Port Extension Number connected to the Fax machine in the Number field. Enter FAX MACHINE in the Prompt Field. (Figure 4-13) Then select Define As and define the device as a FAX device. (Figure 4-14)
Figure 4-13: Operator Fax Machine
Figure 4-14: Define as Fax Device
Select File – Save to save the entries. Your screen will appear as in Figure 4-15.
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Figure 4-15: FAX Device Saved
For explanations of the Activate Menu, Message Center Menu and Call Control Form see Setting Up Subscriber Mailboxes.
SET UP SUBSCRIBER MAILBOXES
Subscriber and Department boxes can be used for the following:
Record and store messages from both inside and outside
callers.
Make and send messages to other box owners.
Give a copy of a message to another box owner.
Notify a box owner of newly received messages
Transfer a call to an extension.
Provide alternate call handling if an extension is busy or
doesn’t answer.
Forward callers to other subscribers automatically.
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Note:
When you enter any new subscriber you must begin by clicking File – New and then entering the information.
You may either program an existing box or create a new box. When you select Edit - Subscriber a list of all boxes currently in the system is displayed on the screen. At this point you should either select one of the subscribers listed or select the close button on the top right corner of the list to create a new subscriber. To set up and customize a subscriber box, use the following forms and menus. The only difference between Subscriber and Department Boxes is that Department Boxes only allow for First name while Subscriber boxes allow for First and Last name.
Subscriber Setup
Type Menu
Device Setup
Activate Menu
Message Center Menu
Call Control Form
You can setup each subscriber basically the same way as the Operator. Start with the Subscriber Setup form as in Figure 4-6 and enter the subscribers first name, last name and extension number. See figure 4-16.
Figure 4-16: New Subscriber
When you set up a subscriber mailbox (first & last names) the WAV will automatically set the type as subscriber. You can click on Type to verify this. (Figure 4-17)
Figure 4-17: Type – Subscriber
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Then, as always, click File – Save to save your changes. When you do this the WAV will automatically fill in the rest of the information in the New Subscriber Form (Figure 4-17) and will set up the Office Extension (Figure 4-18).
Figure 4-17
Figure 4-18: Office Extension Setup
The WAV will automatically set up some default capabilities for the mailbox that can be seen in the Activate Menu and the Activate - Message Center Menu. (Figure 4-19 ,4-20 & 4-21)
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Figure 4-19: Activate Menu
When the Activate Menu is opened (Figure 4-19) it will show the default options that are active for the mailbox. These options have a check mark by them. Get Callers Name will ask the incoming caller for their name: “May I say who is calling?”. Personal Greeting will play the personal greeting the mailbox owner has recorded when the caller reaches the mailbox.
Message Center Will open up the Message Center Menu
Vax System Will open up the Vax System Menu. (Optional Feature)
Auto Station Log On will open up the following menu:
Figure 4-20: Auto Station Log on
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Note:
Activate MUST be checked in the Message Center Menu for the mailbox to be able to take messages.
Auto Station Log on (Figure 4-20) shows the default as Direct Access. When this is checked the mailbox owner can get into the mailbox without entering a password. To require a password simply check Request PIN. When the mailbox owner accesses the mailbox the message “Please enter your PIN Number” will be heard and the PIN Number must be entered before the mailbox can be entered.
Next you can open the Activate – Message Center Menu and you will see the options that are enabled in default: (Figure 4-21)
Figure 4-21: Activate Message Center Menu
The options shown with a check mark in the Activate Message Center Menu are those enabled in default. It is important that the top item – Activate – is checked (it will be by default). If it is not checked then callers will not be able to leave a message for the mailbox owner. The default settings will be suitable for most general applications
See Chapter 7 for a description of all of the options related to the Subscriber Setup screens.
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Figure 4-22: Gender Menu
The Gender Menu will allow you to select whether the subscriber is male or female. This is used in the phrases such as “Please hold while I try his cell phone” or “Would you like me to try her cell phone?”
Some subscribers, such as outside salesmen, would like to be notified when a message is left in their mailbox. The most common is to have the WAV call their cell phone and let them know that they have a message. This can be done very simply through the Device Setup screen. (Figure 4-23)
Figure 4-23: Device Setup
Figure 4-23 shows the subscriber with two devices associated with his mailbox. One is the office phone and the other is the cell phone. The cell phone is set up by going through the following steps after opening up the Device Setup screen:
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File – New
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For Label – Type: Cell
For Number – Type the Cell Phone Number
(Do not enter 9 for outside line access)
For Prompt – Type Cell Phone
Transfer Type – Select Trunk
Define As – Select Cell Phone
Message Delivery – Inactive (Default)
Note:
Message Delivery – Inactive will light the Message Waiting Light on the Office Phone but will not call the cell phone
Without changing the default Message Delivery there would be no call to the cell phone when a message is left in the mailbox. You must change this to active and then set the notification times and the days to be active.
Message Delivery – Active
This example shows Message Delivery active Monday through Friday from 8:30 AM until 5:30 PM. The WAV will retry 3 times with 15 minutes between attempts.
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SET UP YOUR HOURS OF OPERATION
The Hours of Operation form allows you to define different greetings for different days, different times of day and different companies.
To open the Hours of Operation box from the main screen select Edit - Hours of Operation. The following form should now be on the screen.
Note:
If you have more then one company defined in the system you will have to select the company before the Hours of Operation form will appear.
Figure 4-24: Hours of Operation Form
If the WAV serves more than one company use Select – Company and then double click on the company you wish to program:
Figure 4-24 above shows the Hours of Operation schedule for Monday. There can be up to 6 different time periods defined for each day. The “Prompt to Play” section shows the prompt (or combination of individual prompts) that will be played when the Auto Attendant answers the incoming call during the time periods indicated.
Each prompt must consist of one word or more than one word connected by the “_” character. In Figure 4-24 the Lunch time prompt is actually 3 prompts tied together: Good_Afternoon plus Welcome plus Lunch_Hours. This will allow you to record a particular prompt once but be able to use it in combination with other prompts. As in the above the prompt “Welcome” is used in all time periods but only has to be recorded once.
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In Figure 4-24 above the Evening Level is not active. To make it
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active you must click on the button “Evening”. Clicking on an active button will make it inactive. The only time periods that you can program are the “To” periods. When a time is entered in a “To” period it is duplicated in the next active “From” period. Therefore if the Evening period was activated then the Evening “From” period would automatically be set at 5:30 PM (from the Afternoon “To” period) and whatever was entered in the Evening “To” period would automatically be entered in the Closed “From” period.
To select a different day of the week to program then click on Day of the Week and select the day you need.
In most cases Monday through Friday will all be programmed with the same prompts. If this is the case you may simply copy one day’s information to another. For example: Select Day of Week and check Tuesday. Then select Copy From and select Monday. This will automatically duplicate all of the Monday Hours of Operation information to Tuesday. Then select Day of Week and check Wednesday. Then select Copy From and select Monday again. Do this for all days that are going to be the same.
Note:
To make your changes permanent you must “click” File – Save. If you close a form or screen without doing this, your changes will not be made.
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RECORD YOUR COMPANY GREETINGS
Recording the prompts that you set up in the Hours of Operation form requires that the Atlas WAV be attached to a telephone system. To start recording the prompts select a channel that has a single line port attached to it by clicking on the window for that channel.
After selecting an active channel click on Prompts and then Greetings.
The following screen should now appear.
Figure 4-25: System Greetings
The System Greetings screen appears and the existing greetings listed are shown in grey. To begin recording greetings enter an extension number of a telephone nearby that you can use to record the prompts in the “Ext” field. Then click on File and then Dial.
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The system will call the extension that you entered into the “Ext” field. While the phone is ringing pick up the handset and say hello until you notice that the text on the screen changes from gray to black.
Once the text has changed from gray to black double click on the company that you wish to record the greetings for in the left hand column. The greetings you have set up in the Hours of Operation Form will now appear in the right hand column. Click on the greeting you wish to record and then click on Greeting and then Record.
You will now hear beep and a window will open up indicating that you should start recording.
After the beep start recording the prompt.
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Once you have recorded the prompt the system will play the recording back to you to verify that it sounds correct. If you approve of the recording continue for any other prompt that needs to be recorded. If you do not like the recording simply click on record again to rerecord it.
After you have finished recording all of the greetings Click on File and then Exit to close the System Greetings Form.
SUBSCRIBER PROMPTS
When you set up your subscribers and closed the Subscriber Setup screen, you probably got a message over the speakers that said: “You have <number> subscriber prompts to be recorded”.
You record these new subscriber prompts using the same procedure that you used for recording your greetings. Select Subscriber Prompts:
The Subscriber Prompt screen will appear.
Follow the same procedure as you did for recording your Company Greetings.
Enter Extension number in Phone Number area
File – Dial / Answer and say “Hello”
Click on Name prompt
Prompt – Record / “beep” / Then record prompt
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DIALING OPTIONS IN THE MAIN GREETING
Before setting Dialing Options in the Main Greeting you should look at the default settings in the System Signaling section. These default settings are global, meaning they are in effect anywhere in the WAV system.
By looking at these you will reduce the number of entries that you will have to make in your Main Greeting.
The screen that shows System Signalling can be accessed from the main screen by Clicking on File - Edit – Switch Integration, Edit – In Band – System Signalling.
When the screen appears then double click on the line “00 SYSTEM – General System Interface”. This will show all of the In Band Signaling Codes that are already programmed in the WAV. (Figure 4-26) These codes are available throughout the WAV. If you need to change any of these simply double click on the particular code you wish to change and modify the entries that appear in the upper part of the screen.
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Figure 4-26: General System Interface
This screen shows what can be dialed by the caller and what action will take place when that digit(s) is dialed. For example: If the caller dials the pound key twice (##) the WAV will respond with “Using your touch tone pad, please enter the first few letters……”. Or if the caller dials “0” they will be transferred to the Operator.
All of the entries shown in the General System Interface are available in the Main Greeting. If there are additional items you would like to have available in the Main Greeting then you can enter these for the Main Greeting as shown below.
In your main greeting prompt(s) you may want to give the caller single digit dialing options, for example dial 1 for sales or dial 2 for shipping. These options can vary by company.
An audio menu is a recorded message that verbally gives a caller options associated with keypad numbers. Pressing the key associated with the option performs the action described by the option.
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“For Sales, Press 1”
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Note:
Be sure that you record the dialing options in your main greeting prompt
The following is an example of an audio menu that can be used as the Main Greeting.
“For Shipping, Press 2”
“For a Company Directory, Press ##”
“For an Operator, Press 0”
The entries for Company Directory and for Operator are already present in the General System Interface so they are already available. Sales and Shipping need to be entered in the Main Greeting.
The screen to define the main greeting audio options can be accessed from the main screen by Clicking on File - Edit – Switch Integration, Edit – In Band – Main Greeting.
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The following screen will then open:
Next double click on “Master Record” so that it is highlighted and then click File – New to begin your first entry: “For Sales, Press 1”. In the field “Tree Entry” enter the digit that the caller will dial – in this case the digit 1.
In the lower right hand box are listed the different possibilities that can happen when the “Tree Entry” digit is dialed. Double click on “Goto Subscriber”.
The Select Subscriber window (Figure 4-5) will open up. Double click on the subscriber that you want to be dialed when the caller presses “1”. In this example you double clicked on Sales.
Then click File – Save. Double click on Master Record and you will see that “1 Goto Subscriber SALES” has been added.
Next click File – New / enter “2” in the Tree Entry field / double click on “Goto Subscriber” / select SHIPPING (double click on it) and then click File – Save.
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Double click on Master Record and you will see a screen as shown in Figure 4-28.
Figure 4-28: Main Greeting Call Control
This chapter allowed you to set up your Atlas WAV in a manner that will fit most of your applications. The next chapter will present more advanced features that are available to be programmed.
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CHAPTER
5
Using Advanced
WAV Features
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In Chapter 4 you used Subscriber and Department mailboxes in setting up a basic WAV system. There are additional types of mailboxes that can be used to enhance the WAV even further.
The types of boxes available in the WAV are:
Subscriber
Department
Client Box
Information Box
Group Box
Uniform Call Distribution Box
Visual Tree Box
CLIENT BOX
The Client Mailbox is currently not available. It will be available in future releases of the Atlas WAV.
INFORMATION BOX
Information boxes are used to provide information to the caller. This is in the form of a pre-recorded message. The message is recorded as the personal greeting of the Information Box. The information box can then transfer a caller to an extension after the message is heard and/or take a message from the caller.
You initially set up an Information Box in much the same manner as you do for a Subscriber Box using the following:
Subscriber Setup
Type Menu
Activate
Message Center
Call Control Form
These are not all required but are available if needed.
From the Main Screen select Edit – Subscriber From Subscriber Setup select File – New First Name – enter Company Directions Primary Ext. – enter a “fake” ext. number (this will become the box number and does not have
to be a valid PBX extension)
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Enter Type – Information Box
Enter File – Save
When an incoming caller dials the Information Box number they will hear the message recorded as the personal greeting and then will hear the message: “How may I direct your call?”
Many times an Information box(es) is used in a Visual Tree.
GROUP BOX
Group Boxes are used to distribute messages among a group of two or more boxes. The group box may contain active subscribers and/or departments.
These types of boxes are typically for customer service department, sales department, etc. or in any situation where there is a need to be able to distribute the same voice message to many (two or more) subscriber boxes. For example: one voice message could be recorded in a sales box. This message will be duplicated in every box assigned to the sales box.
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For this example there will be a Sales Group Box with three sales person’s mailboxes included.
Set up a Group Box using the following forms and menus:
Subscriber Setup
Type Menu
Message Center
Select Subscriber form
From the Main Screen select Edit – Subscriber From Subscriber Setup select File – New First Name – enter Sales Group Box Primary Ext. – enter a “fake” ext. number (this will become the box number and does not have
to be a valid PBX extension)
Enter Type – Group Msg. Box
Enter File - Save
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Enter Edit – Group Message Box
The Subscriber Group Selection Box will open. In this box there is a list of all subscribers in the right hand column (Selection List). Double click the subscribers that you want to move to the left­hand column (Active Group). Those listed in the active group are the subscribers that will get messages left in the Sales Group Box.
Enter File – Save in the Subscriber Group Selection Box
In this example anyone calling in and dialing “510” will get the recorded name in mailbox 510 (Sales Group Message Box as an example) and they can leave a message. This message will be recorded in each mailbox that is in the Subscriber Group Selection Box Active Group (Donald Duck, James Dean and Operator)
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UNIFORM CALL DISTRIBUTION BOX
Uniform Call Distribution boxes are used to send callers to a group of two or more subscribers using a circular hunt method. This type of box is useful where you have a department with several people (a sales group for example) and you wish to have the WAV evenly distribute calls to the people in that department.
For this example there will be a UCD Box that will distribute incoming calls to three sales people.
Set up a Uniform Call Distribution Box using the following forms and menus:
Subscriber Setup
Type Menu
Activate Menu
Select Subscriber form
From the Main Screen select Edit – Subscriber From Subscriber Setup select File – New First Name – enter Sales UCD Group Primary Ext. – enter a “fake” ext. number (this will become the box number and does not have
to be a valid PBX extension)
Enter Type – Uniform Call Dist.
Next open the Activate Menu in the Subscriber Setup and click on any features that you want to activate.
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Enter File – Save
Enter Edit – Uniform Call Distribution
The Uniform Call Distribution Selection Box will open. In this box there is a list of all subscribers in the right hand column (Subscriber List). Double click the subscribers that you want to move to the left-hand column (Active Group). Those listed in the active group are the subscribers that will get calls directed to the UCD Sales Group.
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Enter File – Save in the Uniform Call Distribution Selection Box
To make this UCD group available to incoming callers through the WAV you need to set up a dialing option in the Main Greeting. Do this the same way you did in Chapter 4:
From the Main Screen: File - Edit – Switch
Integration, Edit – In Band – Main Greeting
Double click on Master Record
Enter “4” in the Tree Entry field
Double click on “Goto Subscriber”
The Select Subscriber window will open up. Double
click on the subscriber you want to be called when the WAV caller dials “4”.
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¤
Note:
Be sure to record “Dial 4 for…….” in your main greeting to inform callers
Then click File – Save
Then double click on Master Record and you will see
the following entries:
In this example anyone calling in and hearing the main greeting will be transferred to the UCD Sales Group when they dial “4”.
VISUAL TREE BOX
Visual Tree Boxes allow you to set up a multiple level prompt. The system will play a pre-recorded audio menu offering callers options on how their call will be directed. The audio menu is recorded as the name in the Visual Tree Box. The Visual Tree Box allows you to have dial options for several different types of system functions.
In this example there will be a Visual Tree Box called Company Information. The caller will have the option to press 1 for directions, press 2 for store hours or press 0 for the Operator. Directions (1) and Store Hours (2) are each an Information Box that was previously programmed and recorded. (0) will transfer the call to the Operator.
Set up a Visual Tree Box using the following forms and menus:
Subscriber Setup
Type Menu
Activate Menu
Select Subscriber form
From the Main Screen select Edit – Subscriber
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From Subscriber Setup select File – New First Name – enter Company Information Primary Ext. – enter a “fake” ext. number (this will become the box number and does not have
to be a valid PBX extension)
Enter Type – Visual Tree
Enter File – Save and it will show the following:
Enter Edit – Visual Tree
This will bring up the Visual Tree Interface Screen Double click on the Master Record
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Then click File – New Enter “1” in Tree Entry Double click on “Goto Subscriber” (This will open the Subscriber Selection screen)
Double click on CO DIRECTIONS Then click File – Save Then click File – New Enter “2” in Tree Entry Double click on “Goto Subscriber” Double click on OFFICE HOURS Then click File – Save
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Then double click on Master Record and you should see :
Dial “0” for the Operator is already valid from the General System Interface Master Record. (These are valid in any menu)
Reminder:
Record in Personal Greeting of Information Box
Record in Name of Visual Tree Box
Record the dialing options in the Main Greeting
CALL CONTROL
The Call Control window is available from the Edit menu of the Subscriber Setup window. The Call Control window gives you options on Message and Call Delivery for the current subscriber. Call Control also allows you to set the message aging and maximum message length for each subscriber.
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From the Subscriber Setup window click on Edit – Call Control.
This will bring up the Call Control window.
Escalation Messages To will put a copy of a message in
another subscribers mailbox after “X” minutes if this subscriber does not retrieve that message. If the After ___ Min. setting is left at “0” the message will escalate immediately.
Forward All Messages To will take the message and put it in
the assigned subscribers mailbox. It will not leave a copy in this mailbox.
Forward All Calls To will immediately forward all calls
handled by the WAV to the assigned subscriber. Then that subscriber answers the call the WAV will say: “You have a call from _________” (Incoming Caller’s Name) and then say “for” (Original Subscriber’s Name) and then “Connecting Call”.
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To set up any of the features click on Select:
This will bring up the Select Message Escalation window .
Then double click on the subscriber that you want to receive a copy the message left in your mailbox. When this is done the Call Control window will show:
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Reminder: You need to set the number of minutes after which the copy of the message will be made. If left at “0”, the message will escalate immediately.
When you are finished you must click on File – Save in this Call Control window.
To remove any of the Call Control settings you must click on Reset and then the appropriate entry.
When this is done the Message Escalation will be removed:
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6
Atlas WAV Main Screen
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This chapter will describe the different areas of the Atlas WAV Main Screen. This is the first screen that you will see when the system has completed the power up sequence.
It is from this screen that you will enter your password and will then be able to enter programming and make any changes / additions to the system.
THE ATLAS WAV MAIN SCREEN
FIGURE 6-1: THE MAIN SCREEN
The Main Screen is broken down into three different dialog boxes.
ONE MAIN DIALOG BOX
Access Databases
Access System Setup
Access Switch Integration
Access System Information
Status Window that displays system activity
SCHEDULE DIALOG
Display Current Schedule Information and Control
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CHANNEL DIALOG(S)
One for each Channel
Record Prompts
Access System Prompts
Access History Information
Access Company Based Subscribers
Line Control
Within each of these dialog boxes there are pull down menus and sub-menus which will allow you to see settings and make changes in a manner consistent with typical Windows Operation.
THE MAIN DIALOG
FIGURE 6-2: THE MAIN DIALOG
The Main Dialog Box is the gateway to most of the areas you will be dealing with when you are setting up the WAV and when you are making changes in the future.
The large white area below the menu bar is the status window. Every action taken by the WAV or by an outside caller or by a mailbox owner will be shown (in real time) as it happens in this window. To clear this window of all past activity simply double click anywhere in the window.
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Immediately below the title bar is a menu bar with the following items: File, Set, Select, Edit, View, Update, Restart and Schedule.
The File Menu
When you click on Log – On you will be prompted to enter the password.
Enter the default password (install).
File Menu
MENU ITEM DESCRIPTION
Log – On Log – Off
Log onto system by entering password Take the system out of programming mode (Will automatically log-off after 4 Min. of inactivity
Validate
(Phone Schedules)
Clean Up
(Deleted Messages)
Prompts
(Remove List)
Edit
Check all subscribers phone schedules for valid devices and times Clean up messages that have been deleted or no longer belong to anyone Removes list of prompts (found in Channel Dialog / Prompts / Subscriber) that need to be recorded Should only be used under the direction of Key System US Technical Support (See Chapter 9)
Backup / Restore Exit
Used to make a full or database backup Used to shut down the Atlas WAV system
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The Set Menu
Set Menu
MENU ITEM DESCRIPTION
Recognition
Reset Speech Recognition default values Use only under direction of KSUS Technical Support
PBX Information Message Waiting Lights
Use this selection to set all valid message waiting lights on if needed
The Select Menu
Select Menu
MENU ITEM DESCRIPTION
Select Company
Used to select a specific company in a multi – company installation
Default Switch Trunk to Subscriber
Set the default switch to be used with the system Used to assign specific trunks to specific companies in a multi – company installation
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The Edit Menu
The Edit Menu is used extensively in programming and administering the Atlas WAV system. See Chapter 7 for complete detail of this menu.
The View Menu
View Menu
MENU ITEM DESCRIPTION
Subscriber Tree
View all subscriber information. Information is viewed in a tree like format. Used to view such information as transfer schedule, devices, etc.
System Information
Schedule Log Compile Log SMDR Log System History
View system information such as number of ports, release date, etc. View the Schedule Log Used in speech recognition option only Used to view the SMDR history log
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The Update Menu
” information has been
Shut down the system and restart from the beginning.
Update Menu
MENU ITEM DESCRIPTION
Subscriber Database
Rebuild speech recognition grammars. Only needed when a new subscriber has been added or a subscriber’s “when ask for changed (Speech Recognition only)
The Restart Menu
MENU ITEM DESCRIPTION
Channels
Restart the channels in a case where a channel or line fails to operate
System
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Restart Menu
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The Schedule Menu
Schedule Menu
MENU ITEM DESCRIPTION
Start Up
Shut Down
Start up the schedule window after it has been shut down or closed out Shut down the schedule window after it has been started up
CHANNEL(S) DIALOG
The Channel Menu
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nel after it has been started
CHANNEL MENU
MENU ITEM DESCRIPTION
Test Recognition View History Log
Used to test speech recognition on a new company Select to view a history log of current activity within the system
Select (Operator’s Voice)
Selects from a choice (if available) of operator voices for the channel
The Actions Menu
Actions Menu
MENU ITEM DESCRIPTION
Start Channel Stop Channel
On Hook
Used to start the channel after it has been stopped Used to stop the chan This will stop all incoming calls to the channel Used to manually stop the channel and place it on hook
Off Hook
Used to manually stop the channel and place it off hook
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The Prompts Menu
Prompts Menu
MENU ITEM DESCRIPTION
Subscriber
System
Greetings
Holidays
Edit user prompts such as first and last name or prompts that have been defined by the subscriber Edit system prompts – These prompts are the heart of the system and should only be changed under the direction of Key System US Technical Support Used to edit greetings such as welcome, closing and company greetings Used to edit holiday greetings such as Thanksgiving, Christmas and others used in Holiday Scheduling
THE SCHEDULER
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The File Menu
File Menu
MENU ITEM DESCRIPTION
Start Stop Exit
Used to manually start the scheduler Used to manually stop the scheduler Used to exit the scheduler and shut down scheduling
The Edit Menu
Edit Menu
MENU ITEM DESCRIPTION
Edit (Schedule)
Edit the current scheduling
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The Log Menu
Log Menu
MENU ITEM DESCRIPTION
On Off
Activate schedule logging Deactivate schedule logging
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CHAPTER
7
Atlas WAV Main Dialog
Edit / Subscriber Menu
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This chapter will describe the different sections available from the Edit Menu of the Atlas WAV Main Dialog. Most of your time will be spent in this menu when you are setting up or adding to your Atlas WAV system.
THE ATLAS WAV MAIN DIALOG
THE MAIN DIALOG
The Main Dialog Box is the gateway to most of the areas you will be dealing with when you are setting up the WAV and when you are making changes in the future.
The large white area below the menu bar is the status window. Every action taken by the WAV or by an outside caller or by a mailbox owner will be shown (in real time) as it happens in this window. To clear this window of all past activity simply double click anywhere in the window.
Immediately below the title bar is a menu bar with the following items: File, Set, Select, Edit, View, Update, Restart and Schedule.
The Menu Bar
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The Edit Menu
Edit / Subscriber
When selecting Edit – Subscriber you will be presented with a list of current subscribers. You may double click one to edit or close the list to enter a new subscriber.
This Subscriber Setup screen is where you enter all of the pertinent subscriber information for setting up the main extension, additional communication devices, message center parameters, etc.
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“I’m sorry <Benjamin Franklin> did not answer.
Define the subscriber’s priority for a conference call.
Subscriber Setup Field Definitions
NAME OF ITEM DESCRIPTION
First Name
For a subscriber this field contains the first name of the subscriber. (Required)
For a department this field contains the name of the department. (Required)
Middle Name Last Name Primary Ext.
The subscribers middle name if any. The subscriber’s last name. (Required) This is the Office Extension of the subscriber. Any time this is changed the office extension is also changed automatically.
Pin Number
A four digit number used to gain entry into the subscribers message center. Access is gained at the
main greeting prompt by pressing: “#” + Ext. Number + PIN Number.
When Ask For
Defines the speech recognition used to locate the current entry. Use the vertical bar to separate different selections to be used such as Benjamin Franklin or Benjamin.
Prompt With
This field is used when speaking the subscriber’s name, like on a transfer or no answer. Example:
Password
Would you like to leave a message. Define a subscriber’s verbal password when DTMF is not used. This can be any phrase of group of words such as: “My dog is black with white feet.”
Conference Priority
The higher the number, the higher the priority.
File Menu
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MENU ITEM DESCRIPTION
New
Clear out the subscriber dialog and reset subscriber information. To add a new subscriber.
Save Save Name Change
Save the current subscriber information. Save the name change when the name has been changed on a current subscriber.
Delete
Delete the current subscriber and reset the subscriber dialog.
Delete List
Select a group of subscribers to delete from the system.
Duplicate Subscriber Exit Save & Exit
Duplicate the current subscriber information into a given number of subscribers. Exit the subscriber dialog. Save the current subscriber information and exit the subscriber dialog.
When selecting Delete List a Subscriber Deletion List will open and then you simply double click a name to move it from one list to the other.
File Menu
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MENU ITEM DESCRIPTION
Save
Deletes all subscribers contained in the Group to Delete list.
Reset
Clear out all subscribers listed in the Group to Delete list.
Exit
Exit the Subscriber Deletion List dialog.
You may save time when entering a large number of new subscribers that all have the same feature requirements by using the Duplicate Subscriber dialog.
Duplicate Subscriber
NAME OF ITEM DESCRIPTION
Starting Extension
The new subscriber extension number to start with – such as 120.
Increment By
The number by which to increment the extension number – such as 5 – resulting in new subscribers 120, 125, 130, etc.
Number of
The number of new extensions needed – for example 10 – would create 10 new subscribers.
OK Cancel
Will create the extensions or subscribers defined. Will cancel the creation of new subscribers or extensions.
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