Comdial DXP, DXP Plus, FXS, FXT User's Guide

Impact Attendant for Windows
PC Attendant’s Console User’s Guide
for DXP, DXP Plus, FXS, and FXT
GCA70–355.02 07/99 printed in U.S.A.
Comdial®strives to design the features in our communications systems to be fully interactive with one another. However, this is not always possible, as the combinations of accessories and features are too varied and extensive to insure total feature compatibility.
Issued: 2/12/97
Impact Attendant User's Guide GCA70–355

Contents

1 Introducing Impact Attendant .....................................1–1
Using This Guide ............................................................1–1
Describing Impact Attendant ...................................................1–1
Starting The Program .........................................................1–2
Understanding Some Special Terms..............................................1–3
Detailing The Impact Attendant View ............................................1–4
Locating The Drop-Down Menus ..................................................1–4
Locating The Tool Bar ..........................................................1–4
Describing The Station Status Icons ................................................1–5
Explaining The Selection Tabs ....................................................1–5
Detailing the Call Displays .......................................................1–6
Setting The System Configurations ..............................................1–8
Using The Keyboard..........................................................1–9
Using The Mouse ...........................................................1–10
2 Using Impact Attendant...........................................2–1
Using Impact Attendant To Handle Calls..........................................2–1
Answering Calls ...............................................................2–1
Holding Calls..................................................................2–2
Parking And Retrieving Parked Calls ...............................................2–2
Transferring Calls ..............................................................2–3
Paging Other Stations ...........................................................2–4
Conferencing Calls .............................................................2–4
Taking Messages...............................................................2–5
Dialing Calls ..................................................................2–5
Hanging Up Calls ..............................................................2–6
Forwarding Calls...............................................................2–7
Using Special-Purpose Impact Attendant Features...................................2–8
Selecting The Operating Mode ....................................................2–8
Tagging A Call ...............................................................2–10
Contents – 1
GCA70–355 Impact Attendant User's Guide
Creating Line Greetings ........................................................2–11
Creating Personal Groups .......................................................2–11
Entering The System Speed Dial Numbers..........................................2–11
Setting The System Time and Date................................................2–12
Modifying The Directory .......................................................2–12
Making A Personal Directory ....................................................2–12
Sending Messages .............................................................2–13
Using The Tracker Pager........................................................2–14
View the System Call History....................................................2–16
Using The Diagnostics .......................................................2–17
Index.......................................................Index–1
2 – Contents
Impact Attendant User's Guide GCA70–355
Introducing Impact Attendant
1
Using This Guide
This user’s guide contains two sections. Section 1, Introducing Impact Attendant, helps you to become familiar with the software’s basic features and
startup requirements. Section 2, Using Impact Attendant, provides basic call handling details and discusses the special purpose features
that you can employ.
Describing Impact Attendant
Impact Attendant is software that runs on a personal computer and works in conduction with a digital communications system. Impact Attendant allows you to handle a large volume of call traffic in a short period of time. With this software, you have control of the system and the telephone stations that are a part of it. Among the many features that Impact Attendant makes available to you are the following items:
real-time status updates of telephone activity,
access to system-wide features such as Park Orbits, SOHVA, and Serial Transfer,
full keyboard and mouse interfaces (Impact Group uses a special-purpose keyboard and avoids any conflict
with standard Windows® keyboard commands), call history reports for all stations on the system.
Windows is a registered trademark of Microsoft Corporation, Redmond, WA.
Introducing Impact Attendant 1 – 1
GCA70–355 Impact Attendant User's Guide
Starting The Program
Impact Attendant will start automatically when your turn the computer on. If the program does not start automatically, you can start it by:
clicking Start/Programs/Impact Attendant.
—OR—
if there is an Impact Attendant icon on your desktop, double-click on it.
Once Impact Attendant is running, the main window appears:
1 – 2 Introducing Impact Attendant
Impact Attendant User's Guide GCA70–355
Understanding Some Special Terms
There are a few specialized terms sprinkled through this publication. The following list defines a few of the more common terms that you may encounter.
Answer
answering the currently ringing call
Both
establishing a conference between Impact Attendant, the current call, and the last call put on hold
Conference
joining stations together on a call—conference capacity can be as large as permitted by the communications system
I.D.
text attached to calls so that you can remember its details if call returns to you
Overflow
incoming calls that the system directs to an overflow attendant during peak activity. These calls ring at both stations simultaneously.
Page
making general announcements using system telephones as paging devices
Park
placing or picking up calls from any of 90 park orbits
Pick
answering calls that ring at any other extension
Release
another term for hanging up on a call
Serial Transfer
call being transferred through a series of stations—useful if a caller wants to talk to several stations during the course of a call
Split
switching between the current call and the last call on hold—the previously active call goes on hold
Silent
stops the attendant station from ringing—silenced calls are still answerable and this condition is canceled when the next call rings
Tap
retrieving the last call that was placed on hold, transferred, or parked
Introducing Impact Attendant 1 – 3
GCA70–355 Impact Attendant User's Guide
Detailing The Impact Attendant View
The main Impact Attendant window provides an overview of the activity on the digital communications system.
Drop-Down Menus
Tool Bar
menu2
Station Status Icons Selection Tabs
Locating The Drop-Down Menus
The drop-down menus drop down as you click on them to provide commands that you can select. Some of the drop-down menu actions are unique while others duplicate actions such as clicking a tool from the tool bar or clicking directly on a station selection.
Locating The Tool Bar
As with the drop-down menus, the tool bar buttons provide commands that activate when you click on them—some unique and some duplicating actions that you can do with different techniques. The tools identify their actions as you move the cursor across them.
1 – 4 Introducing Impact Attendant
Impact Attendant User's Guide GCA70–355
Describing The Station Status Icons
The icons indicate the operation of the stations. You can click the views tool from the tool bar to show the icons in small or large format. Icon definitions are detailed in the following.
Telephone Operation State Telephone Icon Color
On Hook Black Black Do Not Disturb Black with red slashed circle Black Off Hook Black Black—lifted over telephone icon Calling Black Yellow—lifted over telephone icon Ringing Dark Blue Light Blue Connected Green Green—lifted over telephone icon Message Waiting Black with red light showing Black On Hold Black Red—lifted over telephone icon Out of Service Gray Gray
Handset Icon
Color and Position
Explaining The Selection Tabs
The different tabs on the main screen allow you to view different selections of stations. The names and stations shown in the checklist are the names entered by the installers as they program the digital communications system. The following table details the selection categories:
Tab Category Selection
All Phones Shows all system stations and their current operation state Active Calls Shows all system stations currently on a call Lines Shows all system stations currently on outside lines
Personal Groups
Shows system stations that you have grouped together using the Options/Groups task menu or the Set Config Options tool.
Introducing Impact Attendant 1 – 5
GCA70–355 Impact Attendant User's Guide
Detailing the Call Displays
This paragraph describes how Impact Attendant For Windows presents calls for your viewing.
Current Calls Display Active Calls Display Status Display
menu3
Stations and Lines Display
Current Calls Display
The current calls display shows all calls associated with the attendant position and presents the following items:
all current calls, both active and on hold,
the line or extension that a call is on, and whether the call is alerting, connected, on hold, conferenced, and
so forth.
You can highlight the call to be connected when you press the Answer key (if several calls are ringing at once, you may change the focus to highlight one of the other calls).
1 – 6 Introducing Impact Attendant
Impact Attendant User's Guide GCA70–355
Active Call Display
The active call display shows the currently active call. The call display window is always visible when the Impact Attendant software is active. You cannot re-size the window to hide the identity of the call. The call display window shows these following details:
the line or extension the call is on, and whether the call is ringing, connected, on hold, conferenced, and so
forth, any line greeting set using the Programming/Greeting task menu,
any call tag set using the Call ID tag command (F5 key).
Stations and Lines Display
The stations and lines display window shows the operating status of the system’s lines and stations. You can switch the view to show all the lines, all the stations or a subset of these items the you define with the Options/Groups task menu or the Group tool. The stations and lines display window is always visible when the Impact Attendant software is active. The display is scrollable whenever there are too many stations to be displayed at once. The stations and lines display window shows the following items:
the extension and display name for the stations and the line name and number for lines,
icons of different colors and different handset positioning to differentiate between the station operating
states.
NOTE: If the installer adds stations to the system or changes the intercom information (other than via
Impact Attendant), those updates are reflected by the call displays only after the system periodically refreshes the database through wideopen.office.
Status Display
The Status display details the following information:
the number of calls active in the system and the number of stations being monitored,
the number of calls placed into Park Orbits by anyone on the system,
time of day.
Introducing Impact Attendant 1 – 7
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