AT&T Partner Plus-II 3-1 System Planner

Lucent Technologies

Bell Labs Innovations

PARTNER® II Communications Systems
PARTNER Plus Communications System

Release 3.1

System Planner

518-455-319
Issue 2
July 1994

© 1994 AT&T
All Rights Reserved
Printed in U.S.A.

Notice

Every effort was made to ensure that the information in this Planner was
complete and accurate at the time of printing. However, information is
subject to change.

518-455-319

Issue 2

July, 1994

Contents

Trademarks

PARTNER is a registered trademark and PARTNER MAIL, PARTNER
MAIL VS, and PassageWay are trademarks of Lucent Technologies.

Ordering Information

The order number for this Planner is 518-455-319. To order additional
copies, call 1-800-457-1235 in the continental U.S. For more information
on how to order other system reference materials, see the PARTNER II
Communications System Programming and Use guide or the PARTNER
Plus Communications System Programming and Use guide.

Support Telephone Numbers

In the continental U.S., Lucent Technologies provides a toll-free
customer helpline 24 hours a day. Call the Lucent Technologies Helpline
at 1-800-628-2888 if you need assistance when programming or using
you system.

Outside the continental U.S., contact your local Lucent Technologies
Authorized Dealer.

Intellectual property related to this product (including trademarks) and
registered to AT&T Corporation has been transferred to Lucent Technologies
Incorporated.

Introduction
Form A Supplemental Instructions: System Configuration
Form B1 Supplemental Instructions: System Extensions
Form B2 Supplemental Instructions: Customized Extension Settings
Form C Supplemental Instructions:
Form D Supplemental Instructions:
Form E Supplemental Instructions:

Button Templates
Number Lists

Speed Dial Numbers

1
2
4
5

7
12
14

Form A: System Configuration
Form B1: System Extensions
Form B2: Customized Extension Settings
Form C1: 34-Button Telephone

Form C2: Intercom Autodialer
Form C3: 18-Button Telephone

Any references within this text to American Telephone and Telegraph
Corporation or AT&T should be interpreted as references to Lucent
Technologies Incorporated. The exception is cross references to books
published prior to December 31, 1996, which retain their original AT&T titles.

Lucent Technologies–formed as a result of AT&T’s planned restructuring –
designs, builds, and delivers a wide range of public and private networks,
communication systems and software, consumer and business telephone
systems, and microelectronic components. The world-renowned Bell
Laboratories is the research and development arm for the company.

Form C4: 12-Button Telephone
Form C5: 6-Button Telephone
Form D: Number Lists
Form E: System Speed Dial Numbers

Introduction

Setup decisions for the PARTNER® II Communications System or PARTNER
Plus Communications System should be recorded on the forms in this Planner.
The forms

must be filled out before installation

to provide guidance for the

technician who installs and programs the system.
The forms should also be used by the customer to record changes after

installation, so there is an ongoing record of the programming for the system. If
programming is inadvertently erased (for example, in the event of an extended
power failure), the forms can be used to reprogram the system.

As part of the planning process, the customer should identify a person in the
company to act as System Manager. The System Manager is the person who
is responsible for the telephone system. The System Manager should work
with you to fill out the forms, and should participate (with an alternate) in the
training for the system. The System Manager can then provide training, answer
questions for telephone users, and perform programming for the system after
installation.

Filling Out Planning Forms for the Customers

The planning forms were designed to be as self explanatory as possible. The
first few times you fill out the forms, it may be helpful to refer to the supplemen­tal instructions on the pages that follow. For detailed information about system
features, see the PARTNER II Communications System or PARTNER Plus
Communications System Programming and Use guide.

We suggest you complete the forms as follows:

1.

Fill out Form A (to describe the customer’s overall system configuration)
and Form B1 (to record basic information for each system extension). If
you want to customize extension settings for different users, complete
Form B2 as well.

NOTE:

name of the procedure and the programming code in the form
example,
for individual extensions are identified by the letters
Telephone Programming” (for example,

For system options that require programming, the forms show the

{#NNN}

Line Assignment {#301});

centralized programming procedures

{CTP}

for “Centralized

Line Ringing {CTP}).

2.

After the forms are completed, take the original and leave a copy with the
customer.

Customer Training

An AT&T representative will provide training at the customer’s place of busi­ness when the system is installed and programmed. The representative will
demonstrate how to:

■

Handle calls and use system features

■

Program features and phone numbers onto phone buttons

■

Change the programming for the system and for individual telephones

■

Use the Quick Reference card and the Programming and Use guide

To prepare for training, please tell the customer to. . .

■

Set aside 30–60 minutes of

(for

day, preferably in a quiet place away from distractions.

■

Designate one person (generally the System Manager) and an alternate to
participate in the training. These persons will then train the rest of the
company staff.

Provide advice to help the customer fill out any additional forms needed
for installation.

■

If button features should be programmed onto user telephones centrally
(instead of letting users do it themselves), the desired button program­ming should be specified using the appropriate telephone templates or
feature checklists on Form C1 through Form C5.

■

If the customer plans to use dialing restrictions, Form D should be used
to specify a list of emergency telephone numbers that will override
restrictions. Form D can also be used to specify lists of Disallowed
and Allowed numbers to fine tune the dialing capabilities for individual
extensions, to identify emergency telephones that dial a specified
telephone number as soon as the handset is lifted, and to specify up to
99 account codes for account code verification.

■

If the customer wants System Speed Dial numbers programmed that

will be available to all system users, Form E should be filled out.

uninterupted

time for training on installation

This training will ensure that the customer takes maximum advantage of their
new AT&T system. Thank you for your cooperation.

1

Form A Supplemental Instructions:
System Configuration

2

Salesperson completes items 1–11.
Sales Support Representative completes items 12–14.

7. System Lines

Enter information about individual lines in the table. Be sure to list the lines
assigned to all extensions first, followed by personal and dedicated lines.

Write R If Rotary (Dial Pulse) Line {#201}

Leave blank for touch-tone lines.

Line Coverage—You can select one per line

If desired, identify an automated answering option for incoming calls on
each line. (If all calls on a line should be covered by a human operator,
leave all line coverage columns blank for that line.) To avoid confusing
callers,

options be used to handle Incoming calls throughout the system.

AA

DXD

VMS-AA

ASA

Hunt Group

VMS-Mail

It Is recommended that only one of the AA, DXD, or VMS-AA

Automated Attendant service by PARTNER Attendant, which
must be purchased separately.

Direct Extension Dialing (PARTNER II system only) lets

callers dial extensions without waiting for the receptionist.

Automated Attendant service of PARTNER MAIL™ or

PARTNER MAIL VS™, which must be purchased separately. If

the receptionist does not answer an incoming call, VMS-AA

lets the caller select an extension or route.
Automatic System Answer (PARTNER II system only) plays a

recorded message and places a call on hold until the
receptionist is free.

Hunt Group sends incoming calls directly to an extension in

the specified group.

Voice Mail coverage of personal line by PARTNER MAIL or

PARTNER MAIL VS, which must be purchased separately.

Sends unanswered incoming calls directly to the line owner’s
mailbox.

Write User’s Name for Personal Line
or Identify Equipment for Dedicated Line

For a personal or a dedicated line, write the user name or equipment
description (for example, “Fax”); otherwise, leave blank. (If another user
provides backup call coverage on the line, note the name of that user in
parentheses.) Use Form B2 to record custom extension assignments.

Check If Caller ID Service

(PARTNER II system only) Check this column to indicate lines on which
local telephone company Caller ID service is provided. For dial-code
features that support this service, see Form C.

8. System Settings

Receptionist answers calls during business hours?

If “Yes,” be sure to record settings on these forms that will allow

the receptionist to answer the phone before automatic coverage is applied.

Number of Lines {#104}

This programming should be used only for installation—using it later erases
custom settings for all extensions. Use Line Assignment {#301} to assign

lines after installation.

Transfer Return Rings {#105}

By default, a transferred call that is not answered within 4 rings returns to

the transfer return extension (see Write Transfer Return Ext. No. {#306} on

Form B1). To change the default, write the preferred number of rings (0–9).
For no return, write “0”.

Outside Conference Denial {#109}

To prevent all users from conferencing with more than one outside party,
write “No” in the space provided.

Toll Call Prefix {#402}

If dialing a “0” or “1” to make toll calls is
space provided.

not

required, write “No” in the

System Password {#403}

If a System Password is desired, write the 4-digit password. Whoever
knows the password can place any type of call at any time, regardless of
dialing restrictions.

NOTE:

Night Service on and off. Also, users at Night Service Group extensions
must enter the password before placing outside calls—except Marked
System Speed Dial numbers and numbers on the Emergency Phone

Number List.

If a System Password is programmed, it must be entered to turn

9. Coverage

DXD

If DXD was specified in Item 7, write the number of times that the telephone
should ring before the system answers the call and the message callers
should hear when the system answers. Be sure to specify a Direct Extension
Dial Button {#113} for extension 10 on Form C to activate this feature.

VMS-AA

If VMS-AA was specified in Item 7, specify the VMS Hunt Delay and the

VMS Hunt Schedule:

■

VMS Hunt Delay {#506}

Check “Delayed” if the receptionist is to handle incoming calls; Voice

Mail Service will answer calls if the receptionist is busy. Check

“Immediate” if Voice Mail Service is to handle all incoming calls.

■

VMS Hunt Schedule {#507}

Specify when Voice Mail Service should answer incoming calls.

10. Auxiliary Equipment (System)

Check boxes that apply for auxiliary equipment connected to the control unit or
to system wiring:

Music on Hold {#602}

It is recommended that customers who purchase a PARTNER MAIL or
PARTNER MAIL VS system use this feature so that callers hear music or
recorded messages (rather than silence) when the voice mail system
transfers their call. This feature also requires a music on hold audio source.

SMDR Record Type {#608}

If a call-reporting device (such as a printer or call accounting processor) is
connected, indicate whether information should be collected for all calls
or for outgoing calls only.

Loudspeaker Paging

If a loudspeaker paging system connected to the control unit supports

multiple zones, indicate the number of zones.

Uninterruptible Power Supply

If the customer cannot afford to lose the PARTNER II system, PARTNER
Plus system, PARTNER MAIL, or PARTNER MAIL VS configuration
information due to a power loss, an uninterruptible power supply (UPS)
should be ordered.

Caller ID Devices

If the customer wants to connect a Caller ID device (such as a PC to
process Caller ID information) directly to a system line, check this box.
Separate wiring runs are required to connect each device directly to the
network interface jack for a line.

ASA

If ASA was specified in Item 7, write the number of times that the telephone
should ring before the system answers the call and the message callers
should hear when the system answers. Be sure to specify an Automatic
System Answer Button {#111} for extension 10 on Form C to activate this
feature.

11. Notes

Write any additional information that you wish to communicate to the installer.

3

Form B1 Supplemental Instructions: System Extensions

4

This form provides basic information for each system extension. To customize
line restrictions or other extension settings, you must also use Form B2.

Write Name/Description

Write a user name or a description for auxiliary equipment (such as “Fax,”
“VMS,” or “Conference Room”) to be installed at the extension. If system display
phones should show the name/description of the caller for internal calls, check
the Check if Ext. Name Display {CTP} column and write the 12 characters you
want to display.

For a hotline extension, write “Hotline” in this column and write “T” for
touch-tone or “R” for rotary in the Standard column (under Identify Telephone)
to indicate the phone type. (A hotline extension should have a standard touch­tone or rotary phone; an alert extension can have any phone type.)

Identify Telephone Attached to this Extension

Check the appropriate column to indicate the type of phone.
If a system and standard phone are combined on an extension, check the two

appropriate Identify Telephone columns. If a phone and an auxiliary device are
combined on the extension, check the appropriate Identify Telephone and
Identify Auxiliary Equipment columns.

Extra Alert

Check the extensions to which an extra alert, such as a light or bell, is
connected.

IROB

Check the extensions to which an In-Range Out-of-Building protector is
connected to prevent electrical surges.

AA Extension {#607}

Check the extension to which a PARTNER Attendant is connected.

Write Transfer Return Ext. No. {#306}

By default, a transferred call returns to the originating extension if the call is not

picked up. To specify a different transfer return extension, write the extension

number in this column. For extensions where you are connecting a PARTNER
MAIL system, PARTNER MAIL VS system, or PARTNER Attendant, indicate a

transfer return extension—usually extension 10—where an actual person can

pick up calls that are transferred by the VMS or AA extension but not answered.
If DXD line coverage is used (see Form A), you should also specify a transfer

return extension for extension 10 to provide backup coverage for calls that are
not answered at extension 10 or at an extension that the caller selects.

Line Ringing {CTP}

Identify Auxiliary Equipment
Attached to this Extension

Except as noted, check the appropriate column to indicate the type of auxiliary
equipment.

PARTNER MAIL

Check the 2 or 4 extensions used to connect the PARTNER MAIL system
and write “VMS” in the Write Name/Description column.

NOTE:

(with no lines assigned) where a remote maintenance device is installed.
Write “VMS-RMD” in the Write Name/Description column.

PARTNER MAIL VS

Check the 2 extensions used for PARTNER MAIL VS and write “VMS” in the
Write Name/Description column. Note that the PARTNER MAIL VS module

is installed in a control unit slot, and so takes up 6 extensions. Only the

bottom 2 extensions, however, answer VMS calls—the other 4 can be used

as guest mailboxes.

In addition to the VMS extensions, you must specify an extension

The default is immediate ringing for all lines at all extensions. For each exten­sion, specify the lines that should ring after a delay (about 20 seconds) or that
should not ring. Also specify the lines that should

Settings for a Receptionist’s Extension

If a receptionist at extension 10 is to answer calls, coordinate line assignments
and line ringing for extension 10 with settings for other extensions, to deter­mine how incoming calls are handled.

■

If the receptionist is to answer all calls

lines to extension 10 with immediate ringing; assign lines as needed to other
extensions with no ringing. The receptionist will answer all calls and transfer

them to the appropriate extensions. If you want another extension to provide

backup coverage for the receptionist, assign all lines to that extension with
delayed ringing.

■

If the receptionist is to answer calls only when users do not pick up immedi-

ately
sions and to delayed ringing at extension 10.

(delayed call handling),

set lines to immediate ringing at user exten-

not

be assigned.

(Immediate call handling),

assign all

Form B2 Supplemental Instructions: Customized Extension Settings

Each row on Form B2 specifies settings—including group assignments—that
can be copied to other extensions using Copy Settings {#399}. Default settings
are shown at the top of Form B2.

Automatic VMS Cover {#310}

Settings for Auxiliary Equipment

The following settings may be useful for auxiliary equipment:

■

For a dedicated line (such as a Fax line), assign the line to the equipment
extension and remove it from other extensions (see Form B1).

■

To prevent other extensions from interrupting calls, write “A (Assigned) in
the Automatic Extension Privacy {#304} column.

■

In general, do not assign auxiliary equipment extensions to a Pickup Group,
Calling Group, Hunt Group, or Night Service Group.

Identify Extension Settings if Different than
Default

For each extension, identify extension settings that are different than the

default.

Emergency Telephone {#311}

Voice Interrupt on Busy {#312}

Identify Restrictions/Permissions

The default setting for all extensions and lines is no restrictions. Specify restric­tions and permissions for each extension.

Line Access Restriction {#302}

Display Language {#303}

(For system display phones only) Indicate the language for display mes­sages if different than English.

Automatic Extension Privacy {#304}

By default, any user sharing a line can join calls at another extension
(Privacy is Not Assigned). If all calls are to be private, write “A” (Assigned) in

this column. Always use this feature for Fax and modem extensions.

Abbreviated Ringing {#305}

(System phones only) By default, a new call rings only once when a phone
is in use (Abbreviated Ringing is Active); the line button light flashes until the

call is answered or the caller hangs up. To change the default so a new call

rings repeatedly, write “NA” (Not Active) in this column.

Outgoing Call Restriction {#401)

Forced Account Code Entry (#307)

(System phones only) If a user should be required to enter an account code
before placing an outside call, write “A” (Assigned) in this column.

Distinctive Ringing {#308}

By default, outside, intercom, and transferred calls each have their own

ringing pattern (Distinctive Ringing is Active). To change the default so that
all calls ring the same. write “NA” (Not Active) in this column.

If PARTNER MAIL or PARTNER MAIL VS is installed and an extension
should automatically be covered when its calls are not answered, write “A”
(Assigned) in this column. To program a VMS Cover button to turn coverage
on and off at an extension, see Form C.

To identify an extension as an Emergency Telephone, write “A” (Assigned) in
this column. Record the telephone number that is dialed automatically from
this extension using Emergency Telephone {#311} on Form D.

To identify an extension as being eligible for intercom calls while busy with
another intercom or outside call, write “A” (Assigned) in this column.

Write the line numbers to be restricted in the Out, In, and No columns, as
follows:
Out –

In
No

Write “In” or “Loc” to indicate restrictions for all outgoing calls on all lines at
that extension, as follows:
In
Loc –

Any available outside lines can still be used to dial numbers on an Allowed
Phone Number List assigned to the extension, numbers on the Emergency
Phone Number List, or Marked System Speed Dial numbers.

Outgoing calls only—can place outside calls and receive only
transferred calls on specified line

–

Incoming calls only—cannot place outside calls on specified line

–

No access—cannot place or receive outside calls on specified line
(but if line is assigned, button lights show calling activity)

–

User can make only intercom calls to other system extensions
User can make only intercom and local outside calls (no toll calls)

5

6

Identify Group Assignments

To assign extensions to any of the following groups (each extension can be in
one or more groups), write the group number or place a check mark in the
appropriate columns.

Night Service Group Extensions {#504}

Pickup Group Extensions {#501}

Any extension can answer an outside call ringing at an extension in the
Pickup Group, without knowing which extension is ringing and without being
in the group. For PARTNER II systems only, this also applies to intercom

and transferred calls.

Calling Group Extensions {#502}

A user can ring or page (voice signal) all extensions in a Calling Group
simultaneously (or for PARTNER II systems only, transfer a call by ringing
the group). Once an extension answers, the ringing or paging stops at the

other extensions in the group. Do not assign extensions connected to

auxiliary equipment or Emergency Telephones to a calling group.

NOTE:

the phone beeps and the user’s voice is heard through its built-in speaker.

System phones are the only ones that can be voice signaled.

When the user voice signals an extension that has a system phone,

Hunt Group Extensions 1–6 {#505}

Calls can ring or be transferred to the first non-busy extension in a Hunt

Group. A call rings at an extension in a Hunt Group three times; if it is not

answered, it hunts to the next non-busy extension, continuing until someone

answers or the caller hangs up. (If you voice signal a Hunt Group, only the
first extension is signaled; the call does not keep hunting if there is no
answer.) Incoming calls on specific lines can be directed to a Hunt Group
using Group Call Distribution {#206}.

Check this box if the extension should be in the Night Service Group. When

Night Service is on, incoming calls on assigned lines ring immediately at the
extensions in the Night Service Group, even if Line Ringing for those
extensions is set for “delayed ring” or “no ring”. Do not put PARTNER MAIL

or PARTNER MAIL VS extensions in the Night Service Group.

VMS Only (Hunt Group 7)

For an extension where PARTNER MAIL or PARTNER MAIL VS is con­nected, check this box to assign the extension to Hunt Group 7. The system
recognizes any extensions” assigned to Hunt Group 7 as Voice Mail Service
(VMS—either PARTNER MAIL VS or PARTNER MAIL VS) extensions. Do
not assign any extensions other than VMS extensions to Hunt Group 7.
Also, do not assign PARTNER MAIL or PARTNER MAIL VS extensions to
any other Hunt Groups, to any Calling or Pickup Groups, or to the Night
Service Group.

Form C Supplemental Instructions: Button Templates

There are five pages to Form C—one page for each type of system phone and
one page for Intercom Autodialers. Use Form C to record line assignments and
to indicate programming for system telephone buttons that do not have lines

assigned if the programming is to be performed from extension 10 or 11 during
system installation. After installation, users can program additional features
using the instructions in their Quick Reference cards.

A telephone button can be programmed as a line button (to access an outside
line), as an Auto Dial button (to dial a phone number or a PBX/Centrex feature
access code with one touch), or as a dial-code feature button (to access a
dial-code feature with one touch). Line buttons must have status lights; some
features also require buttons with lights (see “Button Feature Summary”).

■

Intercom Autodialer

The buttons on an Intercom Autodialer are automatically programmed as
Intercom Auto Dial buttons for all system extensions in the following order:

Indicate the order in which a line is selected when the user lifts the handset
or presses
Line Selection)
ascending numerical order followed by intercom).

[

Spkr

]

to place a call without first pressing a line button (Automatic

if

the order is to be different than the default (outside lines in

Intercom Autodialer 1 Intercom Autodialer 2

(PARTNER II system only)

Using the information from Line Ringing on Form B1 and Line Access Restric­tion on Form B2, fill out Form C as follows:

■

Make as many copies of each page of Form C as you need. Where line and

button assignments are identical for two or more phones of the same type,

you can use one copy of the form and indicate the extension numbers

sharing the programming in the space provided at the bottom of the form.

■

Use either the button template (to record the exact location of buttons and

the programming assigned to them) or the Check Desired Features checklist

(to identify features to be programmed), or both. By default, lines are

assigned to buttons in the following order:

34-Button Telephone

27 28
21
15

9
5 6
1

22 23
16
10

29
17

11

7

2

3

30
24

18
12

8
4

31
25
19
13

18-Button and 12-Button Telephones. NOTE: On 12-button phones,

32
26
20
14

Individual buttons can be reprogrammed to ring or voice signal the extension.
On PARTNER II systems only, the buttons can be programmed to ring, voice
signal, or manually signal; and you can change the order. On both PARTNER

Plus and PARTNER II systems, only one button (on both the phone and

Intercom Autodialer) can be programmed for each extension.

only buttons 1–10 have Iights.

13 14

9
5
1

10

2

15
11

6

7
3

16
12

8

4

10
11
12
13
14
15
16
17
18
19
20
21

22
23 35
24
25
26
27
28
29
30
31
32

33

34

36
37
38
39 51
40
41
42

43
44 56
45

46
47
48
49
50

52
53
54
55

57

6-Button Telephone

1

2

3

4

7

8

Example Templates

These examples show a 34-button telephone and Intercom Autodialers
programmed for a PARTNER II system receptionist, and an 18-button
telephone programmed for a PARTNER II system user. Buttons that are not
used for lines have dial-code features. (The abbreviations are explained in
“Button Feature Summary” beginning on page 9.) The 34-button telephone has
16 lines assigned, and the Intercom Autodialers are programmed with Intercom

34-Button Telephone

Auto Dial and Manual Signaling buttons for 45 extensions; the order of
extensions has been changed to begin with extension 11 on the top left button
on the first Autodialer. The user’s 18-button telephone has only 8 lines
assigned; the other 8 buttons are used for Intercom Auto Dialing and dial-code
features.

NOTE:

system.

Intercom Autodialers

Shaded areas indicate features that are available only on a PARTNER II

18-Button Telephone

Button Feature Summary

This section lists button features in order by feature type and feature name.
For each feature, the first line shows the following information:

■

The name of the feature.

■

Whether a button with lights is required ( ) or recommended ( ).

■

An abbreviation that can be entered on the Form C templates.

■

The entries needed to program the feature on a button. Some features can
include a two-digit extension number (shown as
number (shown as

g).

xx)

or a single-digit group

Extension 10 Features

These features can be assigned only to the phone at extension 10. Auto dialing
and dial-code features can also be used at extension 10; of particular interest
are the Intercom Auto Dialing and Manual Signaling (PARTNER II system only)
features, which use button lights to show extension calling activity.

Automatic System Answer Button

ASA

(PARTNER II system only) Turns Automatic System Answer on and off. When the
feature is on, a call that is not answered by the receptionist is answered by the
system; the system plays a brief message, then places the call on hold for later
retrieval. To use Automatic System Answer, extension 10 must be programmed with
an ASA button.

{#111}

Wake Up Service Button

Allows the user at extension 10 to schedule an intercom call to a target extension at a
designated time. If Music on Hold {#602} is active, music is played when the phone is
answered; otherwise, nothing is heard.

Auto Dialing Features

Auto Dial numbers can include the digits
that you store by pressing
(Touch-Tone Enable).To store an intercom number, you must press the left

[

Intercom

number for an extension can be stored on the buttons available at an extension
for both the phone and Intercom Autodialer.

Auto Dialing (Outside Phone Number)

Places a call to an outside telephone number. Outside telephone numbers can be
up to 20 digits. If a dial-out code is required to dial outside numbers (for example, on
PBX or Centrex lines), include it in the stored number.

Auto Dialing (PBX/Centrex Feature Code)

Dials a PBX/Centrex feature code. To program the button so that you can access
the feature while on a call, specify “R” on Form C before the feature code, and
include the Recall signal on the Auto Dial button.

Fax Management

Transfers calls to the fax machine at the designated extension with one touch. If on
a button with lights, the lights show when the fax is busy or when it is having trouble

Direct Extension Dial Button

DXD

{#113}

(PARTNER II system only) Turns Direct Extension Dial on and off. When the feature
is on, a call that is not answered by the receptionist is answered by the system; the
system plays a brief message, then lets the caller dial an extension number or wait
for the receptionist. To use Direct Extension Dialing, extension 10 must be
programmed with a DXD button.

Night Service Button

NightSvc

{#503}

Turns Night Service on and off. Phones in the Night Service Group ring immediately

and not answering—for example, when it is out of paper.

Intercom Auto Dialing—Ring

Places a ringing intercom call to an extension, or transfers a call. If on a button with
lights, the lights show calling activity at the destination extension.

Intercom Auto Dialing—Voice Signal

Places a voice-signaled intercom call to the extension’s phone speaker, or transfers
a call with a voice-signaled announcement. If on a button with lights, the lights show
calling activity at the destination extension.

when the feature is active, regardless of normal ringing. To use Night Service,
extension 10 must be programmed with a Night Service button. Night Service Group
extensions should be identified on Form B2.

Wake

[ 0 ]–[ 9 ], [ ★ ], [ # ],

[

Hold

]

(Pause),

]

button before entering the extension number. Only one Auto Dial

[

Mic

]

(Stop),

[

Spkr

{#115}

and special functions

]

(Recall), and

[

Transfer

xxx-xxxx

xxx (NAME)

xx

Fax-

xx

Ext-

ExtVS-

xx

[

Intercom

[

Intercom

[

Intercom

xx

]

xx

]

] [ ★ ]

xx

]

Outgoing Call Restriction Button

OCR

{#114}

Allows the user at extension 10 to change the outgoing call restriction for a particular
extension. An Auto Dial button with lights must be programmed for each extension to
be changed.

9

10

Manual Signaling—Ring MS-

(PARTNER II system only) Beeps the designated extension. If you press

xx

[

Feature

] [ 1 ] [ 3 ]

[

Intercom

xx

]

first, pressing the button places a ringing intercom call to the extension, or transfers
a call. If on a button with lights, the lights show calling activity at the destination
extension.

Manual Signaling—Voice Signal MSVS-

(PARTNER II system only) Beeps the designated extension. If you press

xx

[

Feature

] [ 1 ] [ 3 ] [ ★ ]

[

Intercom

xx

]

first, pressing the button places a voice-signaled intercom call to the extension, or
transfers a call with a voice-signaled announcement. If on a button with lights, the

lights show calling activity at the destination extension.

Dial-Code Features

Account Code Entry

Allows a user to enter an account code for’s call by pressing the button, entering up

to 16 digits for the account code, then pressing the button again. If on a button with

lights, the lights show when the feature is in use.

Background Music

Turns background music on and off at the speaker of an idle system phone.

Call Forwarding/Call Follow-me CF

Forwards all calls to the designated extension. If on a button with lights, the lights
show when the feature is in use. Unless Do Not Disturb is on, phone beeps once
each time a call is forwarded. Do not forward calls to extensions in Hunt Group 7.

For PARTNER II system only, you may program source and destination extension

numbers on the button.

Call Pickup

Picks up a call ringing at the designated extension.

Caller ID Inspect

(PARTNER II system only) When a user at a display phone is already on a call, this
feature shows Caller ID information for another line (if Caller ID information is

available on that line), without disconnecting the current call or putting it on hold.

When the feature is active, the button light is on.

Caller ID Name Display

(PARTNER II system only) When a user at a display phone is on a call on a line that
has Caller ID information available, this feature lets the user switch between the
caller’s telephone number (the default display) and the caller’s name (if available).
When the feature is active—indicating that the caller’s name should be displayed—
the button light is on.

ACE

Music

(xx xx)

Pickup-

ID-lnspect

lD-Name

xx

[

Feature

[

Feature

[

Feature

[

Intercom

[

Feature

[

Feature

] [ 1 ] [ 2 ]

] [ 1 ] [ 9 ]

] [ 1 ] [ 1 ]

] [ 6 ]

] [ 1 ] [ 7 ]

] [ 1 ] [ 6 ]

xx xx

xx

Conference Drop

Drop

[

Feature

] [ 0 ] [ 6 ]

Drops the last outside party added to a conference call.

Direct Line Pickup—Active Line

DLPA

[

Intercom

] [ 6 ] [ 8 ]

Allows you to access a ringing, active, or held call on a line that is not assigned to
the extension. Direct Line Pickup is subject to Line Access Restrictions programmed
for the extension.

Direct Line Pickup—Idle Line

DLPI

[

Intercom

] [ 8 ]

Allows you to access an idle (non-busy) line that is not assigned to the extension.
Direct Line Pickup is subject to Line Access Restrictions programmed for the
extension.

Do Not Disturb

DND

[

Feature

] [ 0 ] [ 1 ]

Prevents calls from ringing at the extension. When the feature is active, the button

light is on. Transferred calls return to sender, intercom calls get a busy signal, and
outside callers hear ringing. Use only if someone else answers the extension’s
outside calls. If VMS Cover and Do Not Disturb are both active, intercom and
transferred calls go directly to the extension’s voice mailbox.

Exclusive Hold

ExHold

[

Feature

] [ 0 ] [ 2 ]

Places a call on hold and prevents other extensions with the line from picking it up.

Group Calling—Page

GCallP-

g

[

Intercom

] [ ★ ] [ 7 ]

g

Places a voice-signaled intercom call to all extensions in the designated Calling
Group (no transfer capability). The caller is connected to the first extension that

answers.

Group Calling—Ring

GCall-

g

[

Intercom

] [ 7 ]

g

Places a ringing intercom call to all extensions in the designated Calling Group. The

caller is connected to the first extension that answers. For PARTNER II system only,

can be used to transfer a call to an extension in the group.

Group Hunting—Ring

Hunt-

g

[

Intercom

] [ 7 ] [ 7 ]

g

Rings the first available extension in the designated Hunt Group, or transfers a call

to an extension in the group. If unanswered after 3 rings, the call moves to the next

available extension, and so on, until the call is answered or until the caller hangs up.

Group Hunting—Voice Signal

HuntVS-

g

[

Intercom

] [ ★ ] [ 7 ] [ 7 ]

g

Voice signals the first available extension in the designated Hunt Group, or transfers
a call to the extension with a voice-signaled announcement. The caller is connected

only if that extension answers.

Group Pickup

P/U Grp-

[

Intercom

g

] [ 6 ] [ 6 ]

g

Picks up an outside call ringing at any extension in the designated Pickup Group.
For PARTNER II system only, applies to intercom and transferred calls as well.

Last Number Redial

LNR

[

Feature

] [ 0 ] [ 5 ]

Automatically redials the last outside number dialed up to a maximum of 20 digits.
This feature can be used to redial only the last outside number dialed.

Loudspeaker Paging

Loudspk

[

Intercom

] [ 7 ] [ 0 ]

Connects you to the loudspeaker paging system, if one is connected to the system.

Message Light Off

MsgOff-

xx

] [ 1 ] [ 0 ]

xx

[

Feature

Turns off the message light on the phone at the designated extension. For
PARTNER II system only, you may also program an extension number on the
button.

Message Light On

MsgOn-

xx

[

Feature

] [ 0 ] [ 9 ]

xx

Turns on the message light on the phone at the designated extension. For
PARTNER II system only, you may also program an extension number on the
button.

Voice Interrupt on Busy Talk-Back

VIOB

[

Feature

] [ 1 ] [ 8 ]

Lets user respond to voice interrupt on busy call while still active on the existing call.

[

Intercom

Voice Mail Messages VMMsgs-777

] [ 7 ] [ 7 ] [ 7 ]

Places an intercom call to the PARTNER MAIL or PARTNER MAIL VS system (if
available), so that a user can check messages, send messages, or administer
greetings.

Voice Mailbox Transfer

VMBox

[

Feature

] [ 1 ] [ 4 ]

Transfers a caller directly to a specific extension’s voice mailbox, so that the caller
can leave a message without having to first ring the extension.

Privacy

Priv

[

Feature

] [ 0 ] [ 7 ]

Prevents other people with the same line from joining calls being conducted at this
extension. When the feature is active, the button light is on. This feature overrides
Automatic Extension Privacy {#304}.

Recall

Recall

[

Feature

] [ 0 ] [ 3 ]

“Recalls” a dial tone to access a PBX/Centrex feature while on a call on a PBX/
Centrex line (pressing Recall disconnects an intercom call).

Save Number Redial

SNR

[

Feature

] [ 0 ] [ 4 ]

This feature can be programmed onto more than one button. Using this feature
while on an outside call saves the number dialed into temporary memory. The
number stays in memory until a different one is saved; this feature can be used
again to redial the number at any time. (Unlike Last Number Redial, you must use
this feature to save the number as well as to redial it; Save Number Redial lets you
make other outside calls before redialing the saved number.) Account codes cannot
be saved and redialed using this button.

Touch-Tone Enable

TT-EN

[

Feature

] [ 0 ] [ 8 ]

Lets users with rotary lines access phone services that require touch-tone digits. For
example, after calling a bank-by-phone service and being prompted to enter touch­tone digits, using this feature changes the digits dialed to touch tones for the rest of
the call.

[

Feature

VMS Cover

VMSCover

] [ 1 ] [ 5 ]

Turns voice mail coverage for the extension on and off if PARTNER MAIL or
PARTNER MAIL VS is installed. When the feature is active, the button light is on.

11

Form D Supplemental Instructions: Number Lists

12

Use this form to specify lists of Disallowed, Allowed, and Emergency telephone
numbers. Also use this form to identify the phone numbers dialed automatically
by emergency telephones.

NOTE:

whether you must dial a 0 or 1 to place long distance calls) must be set cor­rectly (see Form A).

To restrict long-distance calling, Toll Call Prefix {#402} (indicating

Creating Disallowed and Allowed Lists

You can create up to 4 lists each of Disallowed and Allowed telephone num­bers. Each list can have up to 10 numbers; each number can be up to 12 digits
long, including the digits
PARTNER II system only,

1.

Under the List number, write a name for the list (for example, “Suppliers”).

2.

In the “Telephone Number” column, write the entries for the list. You can
specify complete telephone numbers or categories of numbers.

■

To specify a complete number,

including (if needed) a dial-out code, toll call prefix, and area code.

■

To specify a category,

class of calls (such as an area code or local exchange). Preventing calls
to a category may require more than one entry, to allow for different ways
of dialing a number (see “Examples of Disallowed List Entries”).

After a list has been created, it can be assigned to an extension (see Form B2).

[ 0 ]–[ 9 ], [

[ ★ ]

Hold

]

(to represent any single digit), and for the

and

[ # ].

write it exactly as it would be dialed,

provide one or more entries to describe an entire

Disallowed Phone Number Lists {#404}

With Disallowed lists, you can prevent users from dialing specific telephone
numbers or categories (for example, calls to 976 exchanges for pre-recorded
messages such as horoscopes, and calls to 900 area code “chat lines”).

Examples of Disallowed List Entries

Preventing Calls to 976 Exchange Numbers

In this example, !0! and !1! represent “any area code.”

Entries needed . . .

Preventing Calls to 900 Area Code

Entries needed . . .

Preventing International (011) Calls

Entry needed . . .

if 0 or 1 toll prefix
is required

976
0976
1976

0!1!976
0!0!976
1!1!976
1!0!976

if 0 or 1 toll prefix
is required

0900
1900

011

if 0 or 1 toll prefix
is not required

976

!0!976
!1!976

if 0 or 1 toll prefix
is not required

900

Allowed Phone Number Lists {#407}

Allowed telephone numbers are exceptions to restrictions. For example, you might
put 976 numbers on a Disallowed list, but allow dialing of 976-1212 for weather
reports. Or you might restrict an extension to local dialing only, but assign an
Allowed list to permit the user to call specific customers or suppliers.

Emergency Phone Number List {#406}

13

You can create a list of emergency numbers that can be dialed at any time by
any extension that has access to an outside line. The list can have up to 10

entries; each entry can be up to 12 digits long, including the digits
Emergency numbers override all other dialing restrictions, including Night
Service with a System Password.

NOTE:

putting 800 numbers in your Emergency Phone Number List. If you need to
allow restricted users to access 800 numbers, put those numbers in an Al­lowed Phone Number List instead.

Various factors influence the effectiveness of dialing restrictions. Avoid

Important Notices

■

Consult your local phone directory to determine the numbers for police, fire,
and ambulance service, because “911” is not available everywhere.

■

When programming emergency numbers and/or making test calls to
emergency numbers:

1.

Stay on the line and briefly explain to the dispatcher the reason for the

call before hanging up.

2.

Perform such activities during off-peak hours, such as in the early
morning or late evening.

Example Emergency List

911
611

(local phone company service)

555–2345
555–4567
555–1357

(Boss’s home)
(auto club)
(company doctor)

[ 0 ]–[ 9 ].

Forced Account Code List {#409}

If an extension has been designated for Forced Account Code entry on Form
B2, the user must dial an account code before an outside telephone number
can be dialed. Account codes, each up to 16 digits in length, can be used
to associate telephone calls with a particular department or client. Account
codes print on SMDR call reports and on reports generated by call accounting
packages.

If Forced Account Code Verification is desired, entries must be made in the
Forced Account Code List {#409}. When the system verifes an account code, it
compares only the first six digits of the user-entered account code to the entries
in the Forced Account Code List. For a match to be successful, the user must
dial at least the account code’s associated list entry, even though the user can

dial up to 16 digits for an account code.

Emergency Telephone {#311}

For each extension that has been designated as an Emergency Telephone on
Form B2, write the telephone number that is dialed automatically when the
handset is lifted. The telephone number can be up to 20 digits.

Form E Supplemental Instructions: Speed Dial Numbers

14

With Speed Dialing, a user can dial a stored number by pressing three buttons:
the

[

Feature

]

button ([

#

]

on a standard phone) followed by a 2-digit code. Storing a
telephone number as a Speed Dial number lets users dial more quickly. Other
kinds of numbers—such as account codes and other dialing sequences—can
also be stored as Speed Dial numbers. The system allows up to 60 System

Write Telephone Number

Write the number exactly as it should be dialed. Numbers can be up to 20
digits, including the digits
discussed next. To store a telephone number, include the dial-out code,
toll-call prefix, and area code (if needed), along with the number.

Speed Dial numbers that everyone on the system can use, as well as up to 20
Personal Speed Dial numbers for each extension (for the personal use of the

Special Dialing Functions

extension user). Users should record their Personal Speed Dial numbers on
their Quick Reference card.

Please have the System Speed Dial Numbers form filled out when the

Function
Pause

technician arrives to install the system. After installation, photocopy this form
and distribute a copy to everyone using the system. Users should keep this
form near their phones for reference when placing calls.

Recall

General Guidelines

Each System Speed Dial number is assigned a 2-digit code from 20–79. For
example, suppose the staff frequently calls Acme Supplies and Acme’s tele­phone number is stored for code 20. To call Acme, a user simply dials

[

2

] [ 0 ].

If Acme moves, or the phone number changes, program the new tele-

phone number and users still dial

[

Feature

] [ 2 ] [ 0 ]

to reach them.

[

Feature

Record the following information for each System Speed Dial number:

Write Name/Company

Write the name of the person or company to which the number belongs. For
other types of numbers, such as account codes, enter a description of the

number.

Stop

]

Touch-tone Enable

[ 0 ]–[ 9 ], [ ★ ], [ # ],

Button to Press

[

Hold

]

[

Spkr

]

[

Mic

]

[

Transfer

]

and the special dialing functions

Display

P

Description

Pauses for 1.5 seconds
before dialing the rest of the
stored number

R

Sends a timed switchhook
flash (useful for your
telephone company’s
custom calling features)

S

Interrupts the dialing
sequence until the code is
dialed again

T

Sends touch tones on a
rotary line

Column (Marked System Speed Dial Numbers)

If users should be able to call a particular System Speed Dial number,

regardless of any dialing restrictions placed on their extensions, “mark” the
number so it can be dialed at all times. Mark the number by placing a check
mark in this column, and by pressing

[ ★ ]

before the number when storing it.

For marked numbers, the stored number does not appear on a display
phone when a user dials the Speed Dial code. Account codes cannot be
marked.

AT&T

1.

Customer Billing Name

Installation Address

2.

Form A:

System Configuration

Required for PARTNER II system and PARTNER Plus system.

For additional instructions, see page 2.

Features Customer is most interested in (most important first)

6.

PAGE

1 of 2

Contact Name

3.
Person to be Trained

4.
Sold by

5.

System Lines

7.

Line
Jack
No.

AT&T Sales Force

Dealer:

Write the Telephone Numbers
in order customer desires
(list personal and dedicated
lines last)

Phone
() –

Write R
if
Rotary

(Dial
Pulse)
Line

{#201}

Line Coverage—You can select one per line

AA

{#607}

Only one of these
types per system

Alternate Trainee’s Name
Salesperson’s Name

1

DXD

{#205}

2

VMS-

{#206}

AA

3

ASA

{#204}

01
02
03
04
05
06
07
08
09
10
11
12

13
14
15
16
17
18
19

20
21
22
23

24

1.

Check if desired. Also see Form B1, AA Extension (#607) column.

2.

Check if desired. Also see Form A, Item 9—DXD, and Form C, Direct Extension Dial Button {#113).
Check If desired. Also see Form A, Item 9—VMS-AA, and Form B1, PARTNER MAIL or PARTNER MAIL VS

3.
column. Programmed using option 1 of Group Call Distribution {#206).

4

Group

{#206}

Hunt

Phone
()

Phone
() –

Phone
()

VMS-

5

Mail

{#206}

–

–

Write User's Name for Personal

6

Line or Identify Equipment for
Dedicated Line

Check
if
Caller

ID

Identify other Local

Telephone Company

Subscription Services
(e.g., Call Waiting)

Service

4.

Check if desired. Also see Form A, Item 9—ASA, and Form C, Automatic System Answer Button {#111}.

5.

Write group number (1–6) covering this line. Also see Form B2, Hunt Group Extensions (#505) 1–6.
Programmed using option 1 of Group Call Distribution (#206).

6. Check if desired. Also write user’s name for personal line In next column and see Form B1, PARTNER
MAIL or PARTNER MAIL VS column. Programmed using option 3 of Group Call Distribution {#206).

AT&T

8.

System Settings. Write response on line for each item.

●

Receptionist answers calls during business hours? Write “Yes” or “No”

●

Number of Lines {#104}—number of outside lines assigned automatically to all extensions
(2 lines per 208 module and 4 lines per 400 module

●

Transfer Return Rings {#105}—number of times transferred call rings before returning to
the transfer return extension (0–9, 4

●

Outside Conference Denial {#109}—allows or disallows conference calls with up to
2 outside parties (allow

●

Toll Call Prefix {#402}—indicates if 0 or 1 must be dialed before the area code for a
long distance call (required

●

System Password {#403}—password needed to turn Night Service on and off and to over­ride dialing restrictions (no password

9.

Coverage. Complete items based on Line Coverage selection on Form A, Item 7.

DXD:

If DXD is checked, specify the following:
Direct Extension Dial Delay {#112}—number of times call should ring before it is

answered by the system (0–9, 2
Direct Extension Dial Record/Playback

caller hears when call is answered with the Direct Extension Dial feature. Write
message below and record from extension 10 or 11:

✔

). Write “No” if 2 outside parties are disallowed.

✔

✔

). Write number if different than default

). Write “No” if 0 or 1 is not required

✔

). Write 4 digits if password is desired

✔

). Write number if different than the default

✔

). Write number

(I

892)—message of up to 20 seconds that

Form A:

System Configuration

Required for PARTNER II system and PARTNER Plus system.
For additional instructions, see page 2.

9.

(Continued)

ASA:

If ASA is checked, specify the following:

Automatic System Answer Delay {#110}—number of times call should ring before it is
answered by the system (0–9, 2

ASA Record/Playback
when the call is placed on hold by the Automatic System Answer feature. Write
message below and record from extension 10 or 11:

10.

Auxiliary Equipment (System). Specify if applicable:
Music on Hold {#602}—check one box:

Active

✔

Inactive

SMDR Record Type {#608}—check one box:

Record all calls
Record outgoing calls only

Loudspeaker Paging

Number of zones
Uninterruptible Power Supply
Caller ID Devices

(I

✔

✔

). Write number if different than the default

891)—message of up to 10 seconds that caller hears

PAGE

2 of 2

VMS-AA:

12.

Installation Date

If VMS-AA is checked, specify the following:
VMS Hunt Delay {#506}—check one box:

VMS answers call immediately (Immediate ✔ )
VMS answers calls if not picked up by 4th ring (Delayed)

VMS Hunt Schedule (#507)—check one box:

VMS is on all the time (Always ✔ )
Day only
Night only

13. Order Nos.

Sales Support Representative’s Name

14.

11.

Notes

Telephone No.

✔ =default

I =

Intercom button

AT&T

Form B1:

System Extensions

Required for PARTNER II system and PARTNER Plus system.
For additional instructions, see page 4.

Write Name/Description

Ext.

(If Extension Name Display

Jack

column is checked, use first 12

No.

characters for programming)

Identify Telephone

Attached to this Extension

Identify Auxiliary Equipment

Attached to this Extension

Write in
Other
Equipment

Write
Transfer
Return
Ext. No.
{#306}

Delayed

10
11
12
13

14
15

16
17
18
19
20
21

22
23
24
25
26
27

28
29
30

31
32
33

IMPORTANT:

A system display phone is required for programming at extension 10 or 11. Extension 10 typically is the receptionist’s

extension. Extension 11 is recommended as a second programming extension (typically the System Manager’s extension).

4.

1.

On a PARTNER II system, write “1” or “2” to indicate how many Intercom Autodialers are connected
to the extension.
Write “T” for touch-tone or “R” for rotary.

2.
Also see Write Transfer Return Ext. No. {#306} on this form and Form B2, Hunt Group 7 (VMS Only).

3.

Also write extension number of corresponding alert extension in the next column. (Write “70” if Loudspeaker
Paging System is the Alert Extension.)

5.

Also check corresponding alert extensions in the next column.

6.

Also see Write Transfer Return Ext. No. {#306} on this form.

7.

Programmed using Line Assignment {#301}.

Line Ringing {CTP}

✔

= Immediate Ring

Write line numbers for Delayed,

No Ring, and Lines Not Assigned

No Ring

default

✔ =

{CTP} = Centralized Telephone

Programming

PAGE

1 of 2

Lines
Not
Assigned

7

AT&T

Form B1:

System Extensions

Required for PARTNER II system extensions 34 through 57.
For additional instructions, see page 4.

PAGE

2 of 2

Write Name/Description

Ext.

(If Extension Name Display

Jack

column is checked, use first 12

No.

characters for programming)

34
35
36
37
38
39

40
41
42
43
44
45

46
47
48
49
50
51

52
53
54
55
56
57

Identify Telephone

Attached to this Extension

Identify Auxiliary Equipment

Attached to this Extension

Write in
Other

Equipment

Write
Transfer
Return
Ext. No.
{#306}

Delayed

Line Ringing {CTP}

✔

= Immediate Ring

Write line numbers for Delayed,

No Ring, and Lines Not Assigned

No Ring Lines

Not
Assigned

7

1.

For extensions 10 and 11 only.

2.

Write “T” for touch-tone or “R” for rotary.

3.

Also see Write Transfer Return Ext. No. {#306} on this form and Form B2, Hunt Group 7 (VMS Only).

4.

Also write extension number of corresponding alert extension in the next column. (Write “70” if Loudspeaker
Paging System is the Alert Extension.)
Also check corresponding alert extensions in the next column.

5.

6.

Also see Write Transfer Return Ext. No. {#306} on this form.

7.

Programmed using Line Assignment {#301}.

✔ = default

{CTP} = Centralized Telephone

Programming

AT&T

Form B2:

Customized Extension Settings

Required if you want to change extension setting defaults for PARTNER II
system and PARTNER Plus system. For additional instructions, see page 5.

PAGE

1 of 2

10
11

12
13
14
15

16
17
18
19
20
21

22
23
24
25
26
27

28
29
30
31
32
33

Identify Extension Settings

if Different than Default

Identify

Restrictions/Permissions

Line Access Restriction {#302}

Write line numbers for outgoing calls

only (Out), incoming calls only (In),

or no access (No).

1–4

✔

✔

E

A ✔NA

NA

✔

NA

✔

✔

A

NA

✔

NA

✔

Out

NR ✔

In

No

NR

✔

1–4 1–4

NA

✔

Identify

Group Assignments

1–6 7

1–4

NA

✔

NA

✔

NA

Assignments

✔ =
A =

E =
NA =

NR =

✔

Default

Assigned or Active
English
Not Assigned or

Not Active
No Restriction

1.

Write “S” for Spanish or “F” for French.

2.

Also see Form D—Emergency Telephone {#311}.

3.

Write “In” for Inside Only or “Loc” for Local Only.

4.

Write list numbers (1–4). Also see Form D—Disallowed Phone Number Lists {#404}.

5.

Write list numbers (1–4). Also see Form D—Allowed Phone Number Lists {#407}.
Write group numbers (1—4).

6.

7.

Write group numbers (1–6).

AT&T

E

✔

34
35
36
37
38
39

40
41
42
43
44
45

46
47
48
49
50
51

52
53
54
55
56
57

Identify Extension Settings

if Different than Default

NA

✔

A ✔NA

✔

A

✔

NA

✔

NA

✔

NA

✔

Form B2:

Customized Extension Settings

Required if you want to change extension setting defaults for PARTNER II system

extensions 34–57. For additional instructions, see Page 5.

Identify

Restrictions/Permissions

Identify

Group Assignments

Line Access Restriction {#302}

Write line numbers for outgoing calls

only (Out), incoming calls only (In),

or no access (No).

NR

Out

✔

In

No

NR

✔

1–4 1–4 1–4 1–6 7

1–4

NA

✔

NA

✔

NA

✔

NA

✔

Assignments

✔ =

Default

A =

Assigned or Active

E =

English

NA =

Not Assigned or

Not Active

NR =

No Restriction

PAGE

2 of 2

1.

Write “S” for Spanish or “F” for French.

2.

Also see Form D—Emergency Telephone {#311}.

3.

Write “In” for Inside Only or “Loc” for Local Only.

4.

Write list numbers (1–4). Also see Form D—Disallowed Phone Number Lists {#404}.

5.

Write list numbers (1–4). Also see Form D—Allowed Phone Number Lists {#407}.

6.

Write group numbers (1–4).

7.

Write group numbers (1–6).

AT&T

Form C1:

34-Button Telephone

Make as many copies as you need. Use template and/or checklist.
For instructions, see page 7.

PAGE

1 of 5

Template Instructions

●

If desired, write in line number, auto dial number, or dial-code feature

●

For line buttons, if desired, write in Line Ringing (Delayed or No) from Form B1

●

For line buttons, if desired, write in Line Access Restriction (Out, In, or No) from Form B2

Ext.

Intercom

SAMPLE

Intercom

Check Desired Features

Automatic System Answer Button {#111}
Direct Extension Dial Button {#113}

Night Service Button {#503}
Outgoing Call Restriction Button {#114}
Wake Up Service Button {#115}
Caller ID Inspect (F 17)
Caller ID Name Display (F 16)
Do Not Disturb (F 01)
Privacy (F 07)
VMS Cover (F 15)
Voice Interrupt on Busy Talk-Back (F 18) VIOB
Account Code Entry (F 12)
Background Music (F 19)

Call Forward/Call Follow-Me (F 11 XX XX)
Call Pickup
Conference Drop (F 06)
Direct Line Pickup-Active Line
Direct Line Pickup-Idle Line
Exclusive Hold (F 02)
Fax Management (I XX)

Group Call-Ring/Page
Group Hunt-Ring/Signal
Group Pickup
Intercom Autodial (I XX or I "XX)

Last Number Redial (F 05)
Loudspeaker Paging
Manual Signal (F 13 XX or F 13 "XX)
Message Light Off (F 10 XX)
Message Light ON (F 09 XX)
Recall (F 03)
Save Number Redial (F 04)
Touch-Tone Enable (F 08)

Voice Mail Messages Button
Voice MailboxTransfer (F 14)

F = Feature button G = Group I = Left Intercom button XX = Extension

(I

6 XX)

(I

1

1

3

(I

(I

8)

3

(I

7 G or I "7 G)

(I

77 G or I "77 G) Hunt-G, HuntVS-G

66 G)

(I

70)

5

5

(I

777) VMMsgs-777

1

1

2

68)

GCall-G, GCallP-G

3

Ext-XX, ExtVS-XX

1,3

MS-XX, MSVS-XX

lD-Inspect

VMSCover

3,4

Pickup-XX

P/U Grp-G

MsgOff-XX
MsgOn-XX

ASA
DXD

NightSvc

OCR
Wake

ID-Name

DND

Priv

ACE

Music

CF

Drop

DLPA

DLPI

ExHold

Fax-XX

LNR

Loudspk

Recall

SNR

TT-EN

VMBox

-

Specify Automatic Line Selection:

Identify extensions programmed as shown above:

1.

PARTNER II system only.

2.

Requires Auto Dial button for each extension.

3. Button with lights is recommended, but not required.

4.5.For PARTNER II system only, you can program the origination and
destination extension.
For PARTNER II system only, you can program the extension number.

AT&T

Form C2:

Intercom Autodialer

For PARTNER II System only, make two copies if appropriate.
For additional instructions, see page 7.

PAGE

2 of 5

Instructions for PARTNER II System

Extensions 10 and 11 each support up to two Intercom Autodialers.

●

Write in extension number

●

If desired, write in Ring, VS (Voice Signal), or MS (Manual Signal)

●

If desired, write in user name for this extension

Instructions for PARTNER PI

Extensions 10 and 11 each support only one Intercom Autodialer.

●

Write in extension number

●

If desired, write in Ring or VS (Voice Signal)

●

If desired, write in user name for this extension

Extensions programmed as shown (circle choices):

US

System

10 11

SAMPLE

SAMPLE

AT&T

Form C3:

Make as many copies as you need. Use template and/or checklist.
For instructions, see page 7.

Template Instructions

●

If desired, write in line number, auto dial number, or dial-code feature

●

For line buttons, if desired, write in Line Ringing (Delayed or No) from Form B1

●

For line buttons, if desired, write in Line Access Restriction (Out, In, or No) from Form B2

Intercom

Intercom

Ext.

SAMPLE

18-Button Telephone

Check Desired Features

Automatic System Answer Button {#111}

Direct Extension Dial Button {#113}

Night Service Button {#503}

Outgoing Call Restriction Button {#114}
Wake Up Service Button {115}

Caller ID Inspect (F 17)
Caller ID Name Display (F 16)
Do Not Disturb (F01)
Privacy (F 07)
VMS Cover (F 15)

Voice Interrupt on Busy Talk-Back (F 18)
Account Code Entry (F 12)

Background Music (F 19) Music
Call Forward/Call Follow-Me (F 11 XX XX)
Call Pickup (I 6 XX)

Conference Drop (F 06)
Direct Line Pickup-Active Line (I 68)
Direct Line Pickup-Idle Line (I 8)
Exclusive Hold (F 02)

Fax Management (I XX)
Group Call-Ring/Page

Group Hunt-Ring/Signal
Group Pickup
Intercom Autodial (I XX or I "XX)
Last Number Redial (F05)

Loudspeaker Paging (I 70)
Manual Signal (F 13 XX or F 13 "XX)
Message Light Off (F 10 XX)
Message Light On (F 09 XX)

Recall (F03)
Save Number Redial (F 04)

Touch-Tone Enable (F 08)

Voice Mail Messages Button (I 777)

Voice Mailbox Transfer (F 14)

F = Feature button G = Group I = Left Intercom button XX = Extension

1

1

3

3

(I

7 G or I "7 G)

(I

77 G or I "77G)

(I

66 G) P/U Grp-G

5

5

1

1

2

3,4

GCall-G, GCallP-G

Hunt-G, HuntVS-G

3

Ext-XX, ExtVS-XX

1,3

MS-XX, MSVS-XX

PAGE

3 of 5

ASA
DXD

NightSvc

OCR
Wake

lD-Inspect

lD-Name

DND

Priv

VMSCover

VIOB

ACE

CF

Pickup-XX

Drop

DLPA

DLPI
ExHold
Fax-XX

LNR

Loudspk

MsgOff-XX
MsgOn-XX

Recall

SNR

TT-EN

VMMsgs-777

VMBox

Specify Automatic Line Selection:

Identify extensions programmed as shown above:

PARTNER II system only.

1.

2.

Requires Auto Dial button for each extension.
Button with lights is recommended, but not required.

3.
For PARTNER II system only, you can program the origination and

4.
destination extension.
For PARTNER II system only, you can program the extension number.

5.

AT&T

Form C4:

12-Button Telephone

Make as many copies as you need. Use template and/or checklist.
For instructions, see page 7.

PAGE

4 of 5

Template Instructions

●

If desired, write in line number, auto dial number, or dial-code feature

●

For fine buttons, if desired, write in Line Ringing (Delayed or No) from Form B1
For line buttons, if desired, write in Line Access Restriction (Out, In, or No) from Form B2

●

Intercom

Intercom

Ext.

SAMPLE

Check Desired Features

Automatic System Answer Button {#111}
Direct Extension Dial Button {#113}

Night Service Button {#503}
Outgoing Call Restriction Button {#114}
Wake Up Service Button {#115}
Caller ID Inspect (F 17)
Caller ID Name Display (F 16)
Do Not Disturb (F 01)
Privacy (F 07)
VMS Cover (F 15)
Voice Interrupt on Busy Talk-Back (F 18)
Account Code Entry (F 12)
Background Music (F 19)
Call Forward/Call Follow-Me (F 11 XX XX)
Call Pickup
Conference Drop (F 06)
Direct Line Pickup-Active Line (I 68)
Direct Line Pickup-Idle Line
Exclusive Hold (F 02)
Fax Management (I XX)

Group Call-Ring/Page
Group Hunt-Ring/Signal
Group Pickup
Intercom Autodial (I XX or I "XX)

Last Number Redial (F 05)
Loudspeaker Paging
Manual Signal (F 13 XX or F 13 "XX
Message Light Off (F 10 XX)
Message Light On (F 09 XX)
Recall (F 03)
Save Number Redial (F 04)
Touch-Tone Enable (F 08)
Voice Mail Messages Button ( I

Voice Mailbox Transfer (F 14)

F = Feature button G = Group I = Left Intercom button XX = Extension

(I

6 XX)

(I

66 G)

1

3

(I

3

(I

7 G or I "7 G)

(I

77 G or I "77G)

(I

70)

1

8)

5

5

777)

1

1

2

3,4

GCall-G, GCallP-G

Hunt-G, HuntVS-G

3

Ext-XX, ExtVS-XX

1,3

MS-XX, MSVS-XX

ASA
DXD

NightSvc

“ OCR

Wake

lD-Inspect

lD-Name

DND

Priv

VMSCover

VIOB

ACE

Music

CF

Pickup-XX

Drop

DLPA

DLPI

ExHold

Fax-XX

P/U Grp-G

LNR

Loudspk

MsgOff-XX
MsgOn-XX

Recall

SNR

TT-EN

VMMsgs-777

VMBox

Specify Automatic Line Selection:

Identify extensions programmed as shown above:

1.

PARTNER II system only.

2.

Requires Auto Dial button for each extension.

3.

Button with lights is recommended, but not required.
For PARTNER II system only, you can program the origination and

4.
destination extension.

5.

For PARTNER II system only, you can program the extension number.

AT&T

Form C5:

6-Button Telephone

Make as many copies as you need. Use template and/or checklist.
For instructions, see page 7.

PAGE

5 of 5

Template Instructions

●

If desired, write in line number, auto dial number, or dial-code feature

●

For line buttons, if desired, write in Line Ringing (Delayed or No) from Form B1

●

For line buttons, if desired, write in Line Access Restriction (Out, In, or No) from Form B2

Intercom

Intercom

Ext.

SAMPLE

Check Desired Features

(I

66 G)

1

2

(I

2

(I

7 G or I "7 G)

(I

77 G or I "77 G)

(I

70)

(I

1

(I

68) DLPA

8)

2

4

4

777)

Caller ID Inspect (F 17)

Caller ID Name Display (F 16)
Do Not Disturb (F 01)
Privacy (F 07)
VMS Cover (F 15)

Voice Interrupt on Busy Talk-Back (F 18)
Account Code Entry (F 12)

Background Music (F 19)
Call Forward/Call Follow-Me (F 11 XX XX)

Call Pickup
Conference Drop (F 06)

Direct Line Pickup-Active Line
Direct Line Pickup-ldle Line
Exclusive Hold (F 02)
Fax Management (I XX)
Group Call-Ring/Page
Group Hunt-Ring/Signal
Group Pickup

Intercom Autodial (I XX or I "XX)
Last Number Redial (F 05)
Loudspeaker Paging
Manual Signal (F 13 XX or F 13 "XX)
Message Light Off (F 10 XX)
Message Light On (F 09 XX)
Recall (F 03)

Save Number Redial (F 04)
Touch-Tone Enable (F 08)

Voice Mail Messages Button
Voice Mailbox Transfer (F 14)

F = Feature button G = Group I = Left Intercom button XX = Extension

(I

6 XX)

lD-lnspect

lD-Name

DND

Priv

VMSCover

VIOB

ACE

Music

2,3

GCall-G, GCallP-G

Hunt-G, HuntVS-G

Ext-XX, ExtVS-XX

1,2

MS-XX, MSVS-XX

CF

Pickup-XX

Drop

DLPI
ExHold
Fax-XX

P/U Grp-G

LNR

Loudspk

MsgOff-XX

MsgOn-XX

Recall

SNR

TT-EN

VMMsgs-777

VMBox

Specify Automatic Line Selection:

ldentify extensions programmed as shown above:

1.

PARTNER II system only.
Button with lights is recommended, but not required.

2.

3.

For PARTNER II system only, you can program the origination and
destination extension.

4.

For PARTNER II system only, you can program the extension number.

AT&T

Form D: Number Lists

PAGE

1 of 2

Required if Form B2 identifies Disallowed or Allowed List Assignments, or
Emergency Telephones. For additional instructions, see page 12.

Disallowed Phone Number Lists {#404}

Required if Disallowed List Assignment {#405} is checked on Form B2.

Write the telephone numbers that users are prevented from dialing.

Telephone Number

Entry

01

List 1

1

Entry

01

List 2 List 3 List 4

Telephone Number

1

Entry

Telephone Number

1

Telephone Number

Entry

01 01
02 02 02 02
03
04
05
06
07 07

03 03 03
04 04 04
05 05 05
06

06

07

06

07
08 08 08 08
09 09 09 09
10 10 10 10

Allowed Phone Number Lists {#407}

Required if Allowed List Assignment {#408} is checked on Form B2.

Write the telephone numbers that users can dial regardless of assigned restrictions.

List 1

Entry

Telephone Number

1

01
02 02
03
04
05
06
07
08
09 09
10

List 2

Entry

Telephone Number1Entry

01 01 01

02 02
03 03 03
04 04
05

05 05
06 06 06
07 07 07
08

08 08

09

10

10 10

List 3 List 4

Telephone Number1Entry

Telephone Number

04

09

Emergency Phone Number List {#406}

Write Emergency Phone Numbers that can be

dialed from any phone that has access to an

outside line regardless of assigned restrictions

or permissions.

1

Entry

Telephone Number

1

Person/Place

01
02
03
04

05
06
07
08
09

10

Emergency Telephone {#311}

Required if Emergency Telephone {#311}

is checked on Form B2.

Write Ext. Jack No. specified on

Form B2, and the corresponding telephone

1

number to be assigned to Personal Speed Dial

Code 80 for that extension.

Ext. Jack

Telephone Number

2

1.

Telephone number can be up to 12 digits long. Press Hold for wild card entry (“!”).
Telephone number can be up to 20 digits long. Press Hold for wild card entry (“!”).

2.

NOTE:

An Emergency Telephone is a phone that dials the specified

telephone number as soon as the handset is lifted.

AT&T

Entry

Account Code (up to 6 digits)

01
02
03
04
05
06
07
08
09
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33

1.

Valid entries are 0–9. Press Hold for wildcard entry (“!”).

1

Write Description

Form D:

Required only if Forced Account Code Verification is desired.
For additional instructions, see page 13.

Forced Account Code List {#409}

Entry

Account Code (up to 6 digits)

34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66

1

Write Description

Number Lists

Entry

Account Code (up to digits)

67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99

1

PAGE

2 of 2

Write Description

AT&T

Form E:

System Speed Dial Numbers

Optional for PARTNER II system and PARTNER Plus system.

For additional instructions, see page 14.

PAGE
1 of 1

To dial System Speed Dial numbers:

[ # ]

On standard phones, press

Code

Write Name/Company

20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49

+ 2-digit code while receiving intercom dial tone.

On system phones, press

Write Telephone Number

[

Feature

]

1

+ 2-digit code.

Code

50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66

67
68

69
70
71
72
73
74
75
76
77
78
79

Write Name/Company

Write Telephone Number

1

You can dial System Speed Dial numbers that are marked with at any time, regardless of
dialing restrictions placed on your extension. System Speed Dial numbers are programmed
by the System Manager (report problems and suggested revisions to your System Manager).

1

Telephone number can be up to 20 digits, including 0-9, *, # and special dialing functions.