AT&T 999-507-144 User Manual

AT&T

999-507-144

®

MERLIN

COMMUNICATIONS SYSTEM

System Manual

PIus

Welcome...

...to the magic of MERLIN. Your MERLIN® Plus Communications System is

ready when you are. Once it's installed, you can begin using it immediately. You
can use the MERLIN Plus system voice terminals the same way you use ordinary
telephones.

But sooner or later you'll want to take advantage of the system's advanced
technology and customize it to meet your business needs. This manual shows you
how to choose from the MERLIN Plus system's many options and features to

design a system that fits the way you do business. In no time you'll have at hand
the most efficient and economical telecommunications system available for your

business anywhere today...

...and it's amazingly easy to use!

The people in your business can start using their phones right away. Give each
person one of the user's cards at the back of this book for quick reference. Then
have them look through the training guide included in this package when they
have a few free minutes during the day.

If you'll have an attendant handling most of your incoming calls, give that person
Section 4, "Using the Attendant Console," to read.

Now...

...go ahead, make a call!

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Contents

Section 1: Introduction

What's in This Manual 1-1
How to Use This Manual 1-3
The MERLIN Plus Communications System 1-5

Section 2: Planning the System

Introduction 2-1
System Configuration Form 2-3
Line Assignments Form 2-7
Call Restrictions and Allowed Lists Directory 2-13
System Speed Dial Directory 2-17
FORMS:

System Configuration Form 2-21
Line Assignments Form 2-23
Call Restrictions and Allowed Lists Directory 2-25
System Speed Dial Directory 2-27

Section 3: Administering the System

Introduction 3-1
Administration Preview 3-3
Basic Administration 3-11
Customized Line Assignments 3-13
Systemwide Options 3-17

Section 4: Using The Attendant Console

Overview 4-1
Handling Calls 4-5

Section 5: Reference

Overview 5-1
MERLIN Plus System Features 5-3
Accessory Equipment 5-85

Section 6: Quick Reference Guides

Quick Reference Guide to System Administration 6-1
Quick Reference Guide to Administration Codes 6-7
Quick Reference Guide to Voice Terminal Features 6-9
Quick Reference Guide to Programming Codes 6-12

Section 7: Troubleshooting the System

Troubleshooting Procedures 7-1
General Test 7-11

Section 8: Installation

MERLIN Plus System Installation 8-1

Index I-1

Section 1: Introduction

What's in This Manual

You'll find the information in this MERLIN® Plus Communications System
manual convenient y divided into eight sections, as described below. You'll
also find ten copies of the MERLIN Plus System User's Card in the back of this
binder. In addition to the manual, this package also includes a MERLIN Plus

System Training Manual.

SECTION 1.
INTRODUCTION

SECTION 2.
PLANNING THE
SYSTEM

SECTION 3.
ADMINISTERING THE
SYSTEM

SECTION 4.
USING THE ATTENDANT
CONSOLE

SECTION 5.
REFERENCE

This section tells you what's in the manual and how to use it. It also offers a
brief introduction to the system's control unit and the voice terminals
(telephones).

Use the information in this section to make some key decisions about how you
want the system operate. This section includes planning forms to record
your decisions. If someone else will be system administrator, have that person
fill out the planning forms.

This section tells you how to use the information on the planning forms to
customize the system to your business needs. If someone else will be system
administrator, have that person administer the system following the steps in
this section.

If our system will have an attendant to manage incoming call traffic, that
person can find some helpful information in this section on using the
aministrator/attendant telephone.

This section contains a detailed discussion of every component, option, and
feature in the MERLIN Plus system. The entries are organized alphabetically
to help you find the information you need quickly. As you become familiar
with the system, you'll probably go to this section first when you want to
change a system setting or a voice terminal feature, or when you simply want
to find out more about some aspect of the system.

SECTION 6.
QUICK REFERENCE
GUIDES

SECTION 7.
TROUBLESHOOTING
THE SYSTEM

SECTION 8.
INSTALLATION

The guides in this section offer quick access to administration and
programming procedures. Use them when you want to find a particular
procedure fast.

The tables in this section can help you isolate and solve most of the technical
problems that may cause your system to malfunction.

This is a technical reference section. It should answer any questions an
installer or technician may have about MERLIN Plus system wiring and
installation requirements.

What's In This Manual 1-1

USER'S CARD

This card is a handy reference for anyone who uses a MERLIN Plus system
voice terminal (telephone) on the job. Give one to everyone in your business
who uses a voice terminal.

MERLIN PLUS SYSTEM
TRAINING MANUAL

This guide offers self-paced instructions on using the MERLIN Plus system
features. Make the guide available to everyone in your business who uses a
voice terminal, and encourage them to use it.

1-2

Section 1: Introduction

How to Use This Manual

How you should use this manual at any particular time depends on what you
want to do, as the following information suggests.

ADMINISTERING A NEW
SYSTEM?

MAKING CHANGES TO
A RUNNING SYSTEM?

MANAGING INCOMING
CALL TRAFFIC AS

SYSTEM ATTENDANT?
USING A VOICE

TERMINAL FOR THE
FIRST TIME?

HAVING TROUBLE WITH
THE SYSTEM?

Use the information in Section 2, "Planning the System," to decide which
options and features you want for your system. Then follow the instructions
in Section 3, "Administering the System, " and in Section 5, "Reference," to

set up the system with the options and features you've selected.

Change the planning forms to reflect the changes you want to make. Then
see the relevant entries in Section 5, "Reference," and Section 6, "Quick

Reference Guides," to make the changes.

See Section 4, "Using the Attendant Console," for information on how to use
the attendant's telephone to handle incoming calls.

See the relevant entries in Section 5, "Reference," and the Quick Reference
Guide to Voice Terminal Features in Section 6-and keep the MERLIN Plus
System User's Card handy. Then, when you have time, follow the self-paced
instructions in the MERLIN Plus System Training Manual.

Find the symptom in Section 6, "Troubleshooting." Then follow the
suggestions for solving the problem.

How to Use This Manual 1-3

The MERLIN Plus Communications System

The basic MERLIN Plus system supports up to four outside telephone lines
and eight voice terminals (MERLIN system telephones). To accommodate
your growing communications needs, the system expands easily and
economically to support up to eight outside lines and 20 voice terminals. And
if your business eventually outgrows even the fully expanded MERLIN Plus
system, you can protect your investment in voice terminals, accessory
equipment, and training time by moving up to a larger MERLIN system.

The paragraphs that follow offer a brief introduction to the system's control
unit and voice terminals. The optional equipment you can add to your system
is described under the heading "Accessory Equipment" in Section 5,
"Reference."

THE CONTROL UNIT

THE VOICE TERMINALS

The control unit is the system's brain. It manages all incoming, outgoing, and
intercom call traffic. It makes all of the system's decisions and controls all of
the system's responses. For an illustration of the control until with its major
components labeled, see "Administration Preview" in Section 3,
"Administering the System."

A voice terminal is a MERLIN system telephone that provides basic telephone
functions and allows you to take advantage of the special MERLIN system
features. Your MERLIN Plus system works best with the following voice
terminals:

●

5-Button Voice Terminal

●

10-Button Voice Terminal

●

10-Button Hands-Free Answer on Intercom (HFAI) Voice Terminal

●

34-Button Deluxe Voice Terminal

●

34-Button Built-In Speakerphone (BIS) Voice Terminal.

All of these voice terminals have buttons for fixed features such as
Conference, Drop, Transfer, and Hold. They differ from one another in the
number of buttons above and to the right of the dial pad that can be used for
outside lines and programmable features. Some also have additional built-in
speakerphones. The illustrations that follow should help acquaint you with
these voice terminals.

5-Button

The 5-button voice terminal has an Intercom button and four additional
buttons above the dial pad that you can use for outside lines and/or
programmable features.

The MERLIN Plus Communications System

1-5

10-Button

The 10-button voice terminal has an Intercom button and nine additional
buttons above the dial pad that you can use for outside lines and
programmable features.

10-Button HFAI

34-Button Deluxe

The 10-button HFAI voice terminal has a built-in speaker that allows you to
answer and talk on intercom calls without liking the handset. It also has an
Intercom button and nine additional buttons above the dial pad for outside
lines and programmable features.

The 34-button deluxe voice terminal has two rows of five buttons located

above the dial pad and two rows of 12 buttons to the right of the dial pad.
You can use the buttons above the dial pad for lines and programmable
features. You can use the 24 buttons to the right of the dial pad for
programmable features. The system attendant usually has this model voice
terminal.

34-Button BIS

1-6

Section 1: Introduction

The 34-button BIS voice terminal has a built-in speakerphone that allows you
to answer and talk on both outside and intercom calls without using the
handset. Above the dial pad are an Intercom button and nine additional
buttons for outside lines and programmable features. The 24 buttons to the
right of the dial pad can be used for programmable features.

Programming a feature onto a voice terminal is easy. Just follow the simple
programming instructions in the entry for the feature in Section 5,
"Reference," on the User's Card, or in the Training Guide.

Section 2: Planning the System

Introduction

You can begin making and receiving calls as soon as your MERLIN® Plus
Communications System is installed. But to take full advantage of the
system's power, you should customize it to fit your business needs.
Customizing the system is called administering the system throughout this
manual.

Administering the system involves entering information into the system's
memory about how you want the system to operate. You enter this
information by pressing buttons and dialing numbers on the telephone referred
to in this manual as the administrator/attendant console.

This section of the manual helps you decide what information you want to
enter into the system's memory and shows you how to record that information
on forms. A checklist of the forms appears below. You can find copies at the
end of this section. Remove them now, make a photocopy of each, and put
the originals back in this binder. Keep the copies at hand so you can fill
them out as you plan your system.

❑

System Configuration Form

❑

Line Assignments Form

❑

Call Restrictions and Allowed Lists Directory

❑

System Speed Dial Directory

NOTE: In this section of the manual, the information coming before

the boxes helps you make important decisions about your system.
Then the instructions in the boxes tell you where to enter these
decisions on the forms.

Introduction

2-1

System Configuration Form

Use the System Configuration Form to record information about the following:

● Dial Signals

● Long Distance Dialing

● Voice Terminals

● Outside Telephone Lines

The following information should help you make the appropriate entries for
your system on the System Configuration Form.

DIAL SIGNALS

LONG DISTANCE
DIALING

Touch-Tone telephone lines can carry both Touch-Tone and rotary (pulse) dial
signals. But rotary-only telephone lines cannot carry Touch-Tone dial signals.
If you don't know whether your outside telephone lines are Touch-Tone or
rotary-only, ask your local telephone company.

The MERLIN Plus system is set to generate Touch-Tones when you dial an
outside call. This means that if one or more of your outside telephone lines
can transmit only rotary (pulse) signals, you have to set the system for rotary
dialing during system administration. Otherwise you won't be able to dial out
over the rotary-only lines.

NOTE: If some of your outside lines are Touch-Tone and some rotary,

you may want to ask your local telephone company to replace the
rotary lines with Touch-Tone lines.

Under "Dial Signals" on the form . . .

Check the box next to "Touch-Tone" if all the outside telephone lines
connected to your system are Touch-Tone lines.

Check the box next to "Rotary (Pulse)" if one or more of the outside lines
connected to your system are rotary-only lines.

Under "Long Distance Dialing" . . .
Check the box next to "Toll-Prefix" if you have to dial a toll prefix

(1 or 0) before the area code when you dial the telephone number for a
long distance call.

VOICE TERMINALS

Check the box next to "Area Code Only" if you do not have to dial a toll
prefix (1 or 0) before the area code when you dial the telephone number

for a long distance call.

Each MERLIN Plus system voice terminal (telephone) in your system will have
a two-digit intercom number. These intercom numbers allow easy dialing
between phones within the system.

The intercom numbers for a system with 10 or fewer voice terminals run from

10 to 19. For a system with more than 10 voice terminals, the intercom

numbers are 10 through 29.

System Configuration Form 2-3

Intercom 10

By design, the intercom 10 position is the primary call-handling position in
the system, and it is also the system administration point. You must,

therefore, assign intercom number 10 to the voice terminal at the system
attendant's location. For easy system administration, the voice terminal
assigned intercom 10 should be a 34-button deluxe model, but a 10-button
model will also work.

Under "Voice Terminals" . . .
Write in the name of the system attendant and the attendant's location on

the line next to number 10.

Intercom 19

Intercoms 11 through 29

Notice that "Call Report" appears in parentheses in the "Name" column next
to intercom 19 on the form. If your system has the Call Report option, the

system automatically reserves the intercom 19 position for the data collector

and printer required to print call reports. You can designate an intercom
number other than 19 for the Call Report equipment when you administer the
system, but you cannot assign both the Call Report equipment and a voice
terminal the same intercom number. (For more information on the Call
Report option and equipment, see "Administer the Call Report Option" under

"Systemwide Options" in Section 3, "Administering the System," and also

the "Call Report" entry in Section 5, "Reference.")

Under "Voice Terminals" . . .
Do not write in a name next to intercom number 19 if your system has the

Call Report option (unless you plan to assign an intercom number other
than 19 to the Call Report equipment when you administer the system.)

Cross out "(Call Report)" next to intercom 19 if your system does not have
the Call Report option, and treat intercom 19 just like any other intercom
number as you assign intercom numbers below.

To simplify system administration, you should assign consecutive intercom

numbers beginning with 11 to the remaining voice terminals in your system.

PAGING GROUPS

2-4

Section 2: Planning the System

Under "Voice Terminals" . . .

Write in the names of the people to be assigned voice terminals and their
work locations next to the remaining intercom numbers.

The MERLIN Plus system lets you page the people in your business through

the speakers on their voice terminals. You don't need an external paging

system for this feature.
The system automatically assigns all voice terminals to a single paging group,

called the Page-All Group. You can't change the makeup of the Page-All
Group. (See the "Group Page" entry in Section 5, "Reference," for more

information on the Page-All feature.)

The system also assigns intercoms 10 through 19 to Paging Group 1 and
intercoms 20 through 29 to Paging Group 2. You can keep these groups as
they are, or you can change the makeup of Paging Groups 1 and 2 during
system administration to fit the needs of your business.

You can assign as few or as many voice terminals as you want to Groups 1 and

2. You can also assign the same voice terminal to both groups.

Under "Paging Groups" . . .
Check the appropriate column(s) next to the intercom number, name, and

location of each person to indicate the Paging Group(s) you plan to assign
the person to.

OUTSIDE TELEPHONE
LINES

The local telephone company gives you the telephone numbers for your
outside lines. The control unit jacks where the outside lines connect to the
system are labeled alphabetically: A through D for a system with four or fewer
outside lines, and A through H for a system with five to eight outside lines.

To simplify system administration, plan to assign your outside lines to an
unbroken sequence of jacks beginning with jack A. Begin with the lines for
your local published telephone numbers. Group special lines types such as
WATS lines together in the sequence, and place any personal lines at the end
of the sequence.

Under "Outside Telephone Lines" . . .
Write in the telephone number and the line type for each of your outside

lines next to the appropriate letter.

You should now have a completed System Configuration Form.

System Configuration Form 2-5

Line Assignments Form

OUTSIDE TELEPHONE
LINES

NAME AND INTERCOM
NUMBER

The information in the lower area of the Line Assignments Form, under the
heading "Outside Telephone Lines," is almost identical to the information
under the same heading on the System Configuration Form you've already
completed. The only difference is that the leftmost column is headed

"Control Unit Jacks" on the System Configuration Form and "Lines" on the

Line Assignments From. This slight difference is to remind you that your
outside lines get their identifiers (A, B, C, etc.) from the control unit jacks
they are plugged into.

Under "Outside Telephone Lines" on the Line Assignments Form . . .
Copy the information already entered in the corresponding area of your

System Configuration Form.

You can also use the information already entered on your System
Configuration Form to complete this part of the Line Assignments Form.

In the "Name" column on the form . . .

Write the names of the people in your business next to their intercom
numbers.

LINE ASSIGNMENTS When your system is first installed, before you do any system administration,

all your outside telephone lines appear on the same buttons on every voice
terminal in the system. These are the voice terminals' original line
assignments. Figure 2-1 shows the original line assignments for both 10-button
and 34-button voice terminals. A voice terminal retains its original line
assignments until someone administers it differently.

Line Assignments Form 2-7

FIGURE 2-1 Original Line Assignments

2-8

Section 2: Planning the System .

MERLIN Plus system line administration offers you these options:

●

Customize the line assignments on some or all of your voice terminals.

●

Keep the original line assignments on some or all of your voice
terminals.

The following paragraphs offer guidelines for choosing a line assignment
option for each voice terminal and recording your choices on the form.

Customized Line
Assignments

As you decide whether to customize the line assignments to one or more voice
terminals, review your business calling patterns and each person's telephoning
responsibilities. You may find that customizing line assignments can help you
control costs and increase the efficiency of your communications system.

Let's say, for example, that you are the MERLIN Plus system administrator for
a branch office of a large company. Your system has six outside telephone
lines:

●

Lines A, B, and C are local, general purpose lines with your office's
published telephone numbers. They're listed first, second, and third
respectively in directories and advertisements.

●

Line D is a WATS line to the distant area where most of your
company's suppliers are located.

●

Line E is a foreign exchange (FX) line to the distant city where the
company's headquarters are located.

●

Line F is a general purpose line with an unpublished telephone number
that the branch manager wants as a personal line.

Figure 2-1 shows how these lines appear on all voice terminals before any line

administration.
Now let's consider the following facts about the calling requirements of three

people in the office: the buyer, the branch manager, and the clerk.

●

Most of the buyer's outgoing calls are to suppliers in the area served by
the WATS line and to the purchasing and accounting departments at
company headquarters. The buyer receives relatively few incoming
calls, but they are usually important.

●

The branch manager calls company headquarters often and wants a
personal line for other calls.

●

The clerk handles most of the incoming calls from customers and
prospective customers, and has no need to call suppliers or the
headquarters offices.

Line Assignments Form 2-9

Figure 2-2 shows how you might customize the line assignments to the buyer's,
the manager's, and the clerk's voice terminals to best meet their individual
needs and responsibilities.

FIGURE 2-2 Customized Line Assignments

Line A = Primary listed telephone number

Line B = Second listed telephone number

Line C = Third listed telephone number

Line D = WATS line

Line E = FX line

Line F = Manager's personal line

2-10

Section 2: Planning the System

Review the responsibilities of the people in your business and the special
characteristics of your outside lines. Then decide which, if any, should have
customized line assignments. (Your System Configuration Form shows the
telephone number and line type for each of your outside telephone lines.)

In the "Intercom No." column . . .

Find the intercom numbers for the people for whom you want customized
line assignments.

Check the appropriate boxes to the right of the intercom numbers to
indicate which lines you want to assign to each person.

Original Line

Assignments

AUTOMATIC LINE
SELECTION SEQUENCE

You can keep the original line assignments on the voice terminals of those
people who need access to every outside line in the system.

In the "Intercom No." column . . .

Find the intercom numbers for the people who should retain the original

line assignments.

Check the appropriate boxes to the right of the intercom numbers to
indicate that every line will appear at each of those voice terminals.

When you lift the voice terminal handset to make an outside call, the system
automatically scans the outside telephone lines in the order in which they
appear on your voice terminal's line buttons until it finds a free line for your
call. For example, if your voice terminal has the original line assignments, the
system gives you Line A, if it's free, when you lift the handset. If Line A is
busy, the system tries Line B, and so on in alphabetical order until it finds a

free line for your call. Likewise, if your voice terminal has customized line
assignments, the system will search for a free line following the customized
sequence.

In most cases, you probably want a voice terminal's automatic line selection
sequence to be the same as the sequence in which the lines appear on the
voice terminal's line buttons. If, however, you want a special automatic line
selection sequence for a voice terminal, you can program that sequence when
you administer the system's outside lines.

NOTE: A special automatic line selection sequence for a voice terminal

can contain any or all of the lines that appear on the voice terminal's
line buttons.

Line Assignments Form

2-11

In the "Intercom No. " column . . .
Find the intercom numbers for the voice terminals you want to program

with special line selection sequences.
Write the line selection sequences in the appropriate spaces in the

"Automatic Line Selection Sequence" column. (For example, if you want
the voice terminal with intercom number 14 to have the automatic line
selection sequence D, C, A, B, write DCAB in the space for intercom
number 14 in the "Automatic Line Selection Sequence" column.)

Unless you program the voice terminal line buttons differently, calls coming in
on each outside line ring immediately at every voice terminal with a line
button for that line. But you can program voice terminal line buttons so that
calls coming in on the lines assigned to those buttons will ring either after a
delay or not at all.

Immediate Ring

Delayed Ring

No Ring

Those people with primary responsibility for answering calls coming in on a
shared line should have the button for that line programmed for immediate
ring.

Those people with backup responsibility for answering calls coming in on a
shared line should have the button for that line programmed for delayed ring.
Then a call coming in on that line will ring only after it has gone unanswered
elsewhere for two rings.

Those people who do not answer incoming calls on a shared line (for example,

someone whose calls are screened) should have the button for that line

programmed for no ring. This option is also useful for a voice terminal
located in a lobby or conference room.

NOTE: Even though a line button has been programmed for delayed

ring or no ring, the green light next to the button still begins to flash
immediately when a call comes in on the line.

To the right of each intercom number, in the boxes containing check

marks . . .

Write in the appropriate letter from the following list to indicate the
ringing option you want for each line.

R

= Immediate Ring

D

= Delayed Ring

N = No Ring

You should now have a completed Line Assignments Form. Keep it in a place
where you can find it when you want to administer the system or program
individual voice terminals.

2-12 Section 2: Planning the System

Call Restrictions and Allowed Lists Directory

You can use call restrictions to prevent some or all voice terminals from
making outside calls (both local and long distance) or from making long
distance calls. Then you can use allowed lists of numbers and/or special speed
dial codes to permit restricted voice terminals to call specified telephone
numbers, local exchanges, or area codes. By combining call restrictions with
selected exceptions, you can control your outgoing call traffic and costs
without placing unreasonable constraints on the people in your business.

(Both allowed lists and system speed dial codes are explained in detail later in
this section of the manual.)

NOTE: Call restrictions do not affect a voice terminal's ability to

receive incoming calls or to make intercom calls.

OUTWARD RESTRICTED

TOLL RESTRICTION

Some people in your business may have little need to make any outside calls,
either local or long distance. You can place an outward call restriction on their
voice terminals during system administration, and the system will ignore
attempts to dial outside telephone numbers from those voice terminals. Then
if you want these people to be able to make local calls in business or personal
emergencies, you can assign them an allowed list of local exchanges and,
perhaps, emergency numbers such as 911 when you assign the call restrictions.

You can also use system speed dial codes with restriction override (called
passwords in some telephone systems) to allow restricted voice terminals to call

selected local or long distance telephone numbers. You simply mark the
numbers for restriction override and store them in the system's memory under
speed dial codes when you administer the system. Then anyone in your
system, including those with restricted voice terminals, can use the speed dial
codes to call the stored numbers.

Under "Call Restrictions" on the form . . .

Put a check mark in the "Outward Restricted" column next to the
intercom numbers for the voice terminals you want to place outward
restrictions on when you administer the system.

Some people in your business may need to be able to call any local telephone

number but have little need to make long distance calls. You can place a toll
call restriction on their voice terminals. The system will allow local calls from
those voice terminals but ignore attempts to dial long distance numbers.
Then if there are certain areas of the country these people have to call on
business, you can set up an allowed list of those long distance area codes and

assign the list to the toll restricted voice terminals when you administer the
system. You can also mark selected long distance telephone numbers for
restriction override and store them under speed dial codes in the system's
memory. Then anyone in your system, including those with toll restricted
voice terminals, can use the speed dial codes to dial those long distance
numbers.

Call Restrictions and Allowed Lists Directory 2-13

Under "Call Restrictions" . . .

Put a check mark in the "Toll Restricted" column next to the intercom
numbers for those voice terminals you want to place toll restrictions on
when you administer the system.

ALLOWED LISTS

If you plan to administer the system with a 10-button voice terminal, you

cannot assign allowed lists to restricted voice terminals. Go on to "System

Speed Dial Directory."
When you assign an allowed list of numbers to a voice terminal, the person

using the voice terminal can call the numbers on the list regardless of any call

restriction placed on the voice terminal.
The system can store up to eight allowed lists of numbers with up to 10

entries in each list. Each entry can have up to six digits. You might,
therefore, want to create one or more allowed lists with entries such as the

following:

●

Local exchange codes
A local exchange code is the first three digits in a 7-digit telephone

number.

●

Long distance area codes
Although you probably have to dial a 1 before the area code when you

dial a long distance number, you do not have to add the 1 to the area
code in your allowed list entries.

Area codes plus local exchange codes

●

An area code plus a local exchange code amounts to the maximum
allowed six digits.

Allowed Lists Named

Once you've decided how many allowed lists you want and what numbers
should be included in each, you may want to identify each list by name (for
example, "New England Customers" or "local Emergency Numbers") in
addition to the numbers that already appear on the form (List 01, List 02,
etc.).

2-14 Section 2: Planning the System

●

Emergency numbers with six or fewer digits

For example, 911 is a multipurpose emergency number in many areas.

Under "Allowed Lists" . . .

Write the name, if any, that you want to use to identify each list on the
line next to the list's code number (List 01, List 02, List 03, etc.)

Allowed Lists Created

Under "Allowed Lists" . . .

Write area codes, local exchange codes, etc., on the lines next to the

"Item" numbers to create your allowed lists.

Allowed Lists Assigned

Now that you've created some allowed lists, you should decide how you want
to assign them to restricted voice terminals when you administer the system.

Under "Call Restrictions," in the "Allowed Lists Assigned" column . . .
Write the allowed list number(s) (01, 02, 03, etc.) on the line for each

restricted voice terminal you want to assign one or more lists to when you
administer the system.

Keep you completed Call Restrictions and Allowed Lists Directory in a place
where you can find it easily for system administration.

Call Restrictions and Allowed Lists Directory 2-15

System Speed Dial Directory

You can assign system speed dial codes to frequently called telephone numbers.
Then people in your business can call any of these telephone numbers by
dialing its 3-character code. You can also assign these codes to account
numbers that you want to print out on call reports if your system has the Call
Report (often referred to as Station Message Detail Recording [SMDR])
feature. People can then dial an account's 3-character code during a call to
add the account number to the information on the call report for that call.

Forty speed dial codes (#60 through #99) are available for assignment to
telephone numbers and/or account numbers. Each number can have up to 16
characters, including any of the following special characters:

● p for pause

● r for a switchhook flash (Recall)

● s for stop

● t for Touch-Tone enable

See the "System Speed Dial" entry in Section 5, "Reference," to find out how
to use these special characters.

TELEPHONE NUMBERS

RESTRICTION
OVERRIDE

In the "Telephone Number" column on the form . . .
Write the telephone numbers you want to encode next to the 3-character

dial codes (#60, #61, #62, etc.).
In the "Name" column . . .
Write the name of the person or organization to identify each telephone

number.

When you encode the telephone numbers in this directory during system
administration, you can mark some or all of them for restriction override.
Then people with restricted voice terminals can call these marked numbers by
dialing the 3-character system speed dial codes.

In the "Restriction Override" column . . .
Put a check mark on the line for each telephone number you want to mark

for restriction override when you administer the system.

If your system does not have the Call Report feature, you should now have a
complete set of planning forms. You can go on to Section 3 and administer
the system. If you do have the Call Report feature, read the following before
going on to Section 3.

System Speed Dial Directory 2-17

CALL REPORT With the Call Report feature, your system prints out a report on every call

that meets the criteria you set during system administration. Figure 2-3 shows
a printout that contains several typical call reports. Each line beginning with
"C" represents an individual call report.

FlGURE 2-3 A Printout of Typical Call Reports

DATE TIME CALLED NUMBER DURATION LN STN ACCOUNT

C 08/21/86 11:01
C 08/21/86 11:05
C 08/21/86 13:15
C 08/21/86 14:05
C 08/22/86 09:43
C 08/22/86 10:12
C 08/22/86 11:15
C 08/22/86 14:25
C 08/23/86 11:15
C 08/24/86 08:10

Notes:

1

Column headings (DATE, TIME, etc.) do not appear on Call
Report printouts.

2

An IN in the Called Number column indicates an incoming call.

3

A ? at the end of a number in the Called Number column
indicates that thte number called had more than 15 reported
digits.

110869685679714?

110869685679714?

9090334

7879096565

4697896

IN

8889914321

IN

4697896

#67

00:01:13
00:06:24
00:13:06
00:09:00
00:02:16
00:12:18
00:17:09
00:08:15
00:19:11
00:12:14

8

11
15
11
12
11
14
12
11
12
18

32145677

63354324

63354324

6
4
3
4
7
3
4
3
5

Marked Telephone
Numbers

Account Numbers

As you can see from the reports in Figure 2-3, the system prints the number of
each outgoing cdl. If there's a telephone number you'd like to keep private—
say a number containing a long distance access code—you can give the
number a system speed dial code and mark it for privacy when you enter it
during system administration. Then the system will print the system speed
dial code instead of the telephone number on call reports, as the last call
report in Figure 2-3 shows.

In the "Telephone Number" column on the form . . .

Put a star (*) in front of those numbers you want to mark for privacy when
you administer the system.

You can also store account numbers under system speed dial codes. Then you
can use the speed dial code to add the account number to a call report in
order to identify the person or organization to whom the call should be
charged. Figure 2-3 shows three examples of account numbers printed out on
call reports.

NOTE: Do not assign the same 3-character speed dial code to both a

telephone number and an account number.

2-18

Section 2: Planning the System

In the "Account Number" column . . .
Write the account numbers next to 3-character dial codes that do not

already have telephone numbers next to them.

In the "Name" column . . .

Write the name of the person or organization to identify each account
number.

You should now have a complete set of planning forms. Keep them together
in a safe place until you are ready to install and administer your system.

System Speed Dial Directory 2-19

System Configuration Form

Intercom

Number

10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29

(Attendant)

(Call Report)

Dial Signals

❑ Touch-Tone
❑ Rotary (pulse)

Name

Long Distance Dialing

❑ Toll Prefix
❑ Area Code Only

Voice Terminals

Location

Paging Groups

Group 1 Group 2

Control Unit Jack

A
B
C
D
E
F
G
H

Outside Telephone Lines

Telephone Number Line Type

System Configuration Form 2-21

Line Assignments Form

Icom
No.

10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29

LineALineBLineCLineDLineELineFLineGLine

Automatic
Line
Selection

H

SequenceName

Lines

A
B
C
D
E
F
G
H

Outside Telephone Lines

Telephone Number

Line Type

Line Assignments Form 2-23

Call Restrictions and Allowed Lists Directory

Call Restrictions

Intercom
Number Unrestricted

10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29

Toll
Restricted

Outward
Restricted Allowed Lists Assigned

List 01

Item Number

01
02
03
04
05
06
07
08
09
10

Allowed Lists

List 02

Item

01
02
03
04
05
06
07
08
09
10

Number

Call Restrictions and Allowed Lists Directory 2-25