Panasonic DBS 576 User Manual

DBS 576 Version 3.6 (ACD Version 4.0)
issued October 2000
Warning:
cians only and is not designed for use by the general public. It does not contain warnings or cautions to advise non-technical individuals of potential dangers in attempting to service a product. Products powered by electricity should be ser­viced or repaired only by experienced professional technicians. Any attempt to service or repair the product or products dealt with in this service information by anyone else could result in serious injury or death.
The service information is designed for experienced repair techni-
FCC Warning
This equipment generates, uses, and can radiate radio frequency energy, and, if not installed and used in accordance with the instruction manual, may cause inte rference to radio commu­nications. This equipment has been tested and found to comply with the limits for a Class A digital device pursuant to Part 15 of FCC Rules, which are designed to provide reasonable protection against such interference when operated in a commercial environment. Operation of this equipment in a residential area is likely to cause interference, in which case the user at his own expense will be required to take necessary measures to correct the interference.
CAUTION:
When using the ACD “Silent Monitor” feature in some states it is illegal (or civilly actionable) to monitor telephone communications without giving prior warning to all participants. These laws do no make the Silent Monitor feature on the telephone system illegal. Before acti­vating this feature, please check applicable state and federal laws.
The contents of this document are subject to change without notice and do not constitute a commitment on the part of Panasonic Telecommunication Systems Company (PTSC). Every effort has been made to ensure the accuracy of this document. However, due to ongoing product improvements and revisions, Panasonic cannot guarantee the accuracy of printed material after the date of publication nor can it accept responsibility for errors or omissions. Panasonic will update and revise this document as needed.
The software and hardware described in this document may be used or copied only in accordance with the terms of the license pertaining to said software or hardware.
Copyright 2000 by Panasonic Telecommunication Systems Company (PTSC) All rights reserved.

Contents

General System Information
Configuration
Specifications
Basic Service Flow ACD Call Handling Program
Selecting Program Processing Programming by Commands Transfer Destination Voice Number
Silent Monitor
Supervisor Features
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Common Operation of Supervisor Menu
Activating Supervisor Menu Displaying System Information Common Operation for Supervisor Customization
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Supervisor Customization
Direct Incoming Call Setting Transferring Incoming Call Setting Changing Supervisor IDs and User Information Recording ID Registering Agent IDs Confirming Agent IDs Setting on Service Flow Details
Supervisor Monitoring
Traffic Information Waiting Call Agent Status
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Section 521 Built-In ACD Supervisor Guide
MIS Report Features
MIS Report Outline MIS Report Operation
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User Information Recording
Agent Features
Log-in / Log-out
Available/Unavailable
Work Unit Count
Zip Tone
Key Assignment
Index
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............................................................................................................. Index-1
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iv DBS 576 (USA) issued October 2000 576-3.6-521 (ACD 4.0)
Built-In ACD Supervisor Guide Section 521

General System Information

Configuration

The Built-In ACD System is a simple ACD system that installed in the DBS 576 System. The built-In ACD system is composed of the two circuit cards; the ACD card and the VPU/4 card.
The system configuration is shown below. Using RS-232C port allows MIS (Management Information System) reports to be output to a printer or PC but not to the both simultaneously.
The DBS 576 System configured for a maximum of 576 ports can support a maximum of two Built-In ACD systems. Note that a single-shelf (96-port) configuration can accommodate only one ACD system.
Figure 1. ACD Configuration
Standard RS232C cables cannot be used for connection. Use the
Note:
special cable included with the ACD card. For PC/printer connecting conditions, see the ACD installation section.
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Section 521 Built-In ACD Supervisor Guide

Specifications

The following shows the major specifications of the Panasonic Built-In ACD system (maximum).:
Table 1. Maximums per ACD System
Agent Group Agent IDs/system Number of Agents/system Supervisor IDs/system Voice port/system Music Port
MIS Monitor Port Number of user guidance
messages
MIS Reports
Maximum Calls Queued
3 64 32 6 4 ports are shared. 1 Music on Hold source on the CPC is
used. 1 (RS232C, 9600bps)
6 (Length of each message can vary, with a total of 96 seconds recording time available.)
Max, 2-week memory (updated on Mondays)
50
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Built-In ACD Supervisor Guide Section 521

Basic Service Flow

The following chart shows the basic flow of ACD services. Commands can be used to set any call distribution operation in the ACD Call
Handling Program. At initial start-up of ACD, programming is performed automatically using
default sample programs.
Figure 2.
Wait for stop of incoming call, then disconnect.
Agent extension line of agent group 1 or 2
Call Incoming
No
Call built-in VM according to specif ied VM number.
ACD-targeted call?
Yes
Read ACD Call Han­dling Program number corresponding to target CO line.
Perform call distribu­tion operation accord­ing to ACD Call Handling Program number.
Built-VM Extension line Disconnection
See Note
Setting of the ACD-tar­geted call and ACD Call Handling Program num­ber is performed by pro­gram setting 2101 to 2124 and 2201 to 2224.
• Type :CO line/pri­vate line
• Mode :Direct incom­ing call/trans­ferred incoming call
• ACD Call Handling
Program number: 1 to 4
Any program for the ACD Call Handling Program number can be set by 4101 to 4104 using commands.
The built-in VM corresponding to VM number (1 to 4) can be set by program setting 4201 to
4204.
Note:
• If there is a transferred incoming call (incoming call type either CO line or private line) during an extension line incoming call, this is considered as an ACD-targeted call.
576-3.6-521 (ACD 4.0) DBS 576 (USA) issued October 2000 3
Section 521 Built-In ACD Supervisor Guide

ACD Call Handlin g Program

Commands can be used to set any call distribution operation for each of the ACD Call Handling Program numbers (4101 to 4104).
For details on the content of default sample programs, see "Chapter 2. Programming, ACD Call Handling Program Setting."

Selecting Program Processing

You can select program processing by the FF key. The following shows the procedure and flow of operations from entry of program numbers to selection of program processing.
Operation
SUPERVISOR MENU
SYSTEM INFO MIS REPORT CUSTOMIZE
DISP SYS INFO
CUSTOMIZE MENU
LINE REGIST. SYSTEM ID AGENT ID GROUP SETTING CALL HANDLING
CALL HANDLING
PROGRAM VM NUMBER
CUSTOMIZE MENU
CALL HANDLING
PROGRAM 1 PROGRAM 2 PROGRAM 3 PROGRAM 4 CUSTOMIZE MENU
1. From [SUPERVISOR MENU] screen, press the
key 3 or 8 to
soft
select [CUSTOMIZE].
→ → →
2. From [CUSTOMIZE MENU] screen, press the
→ → → → →
select [CALL HANDLING].
3. From [CALL HANDLING] screen, press the
key 5 or 10 to
soft
key 1 or 6 to
soft
select [PROGRAM].
→ →
4. The following screen appears. Press the
key for desired
soft
program number.
→ → → → →
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Built-In ACD Supervisor Guide Section 521
SEARCH 1,015,010 01:Select FFKey SEARCH 1,020,010 PLAY 7,1 SEARCH 2,015,003 RET 02,010 PLAY 9,0
Figure 3.
5. The List Mode screen is displayed. This screen displays the current setup status. The program lines currently displayed at 1st LCD are the tar get of processing. The The
NEXT PREV
or or
keys move to the next line.
HOLD
keys return to the previous line.
FLASH
6. Press the FF key to determine processing on the currently displayed program line on the 1st LCD.
FF1 : EDIT FF2 : INSERT FF3 : DELETE FF6 : ALL DELETE
The following items describe the details of subsequent processing.
Note:
• Pressing the
key returns to the ACD Call Handling Program
PROG
number in step 1.
Enter ACD Call Han-
dling Program number.
HOLD
List Mode screen
NEXT/HOLD: to next line PREV/FLASH: to previous line
FF1
EDIT
FF2
INSERT
SEARCH 1,015,010 01:Select FFKey SEARCH 1,020,01 0 PLAY 7,1 SEARCH 2,015,010 RET 02,010 PLAY 9,0
FF3
DELETE
2nd LCD display “01: Select FF Key” “01: Program line number” “Select FF Key: Operation Guide”
FF6
ALL DELETE
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Section 521 Built-In ACD Supervisor Guide

Programming by Commands

After you have determined the desired process by the FF key, you can customize any program using the six available commands.
The following table shows a list of commands that are used:
Table 2.
Com-
No
1END/
DISK
2 FWD Transfer Des-
3 FWDVM Transfer Des-
4 PLAY Guidance
5 SEARCH Agent Group
Parameter1 Parameter2 Parameter3 Description
mand
End/Disconnect
• E nds th e AC D C a ll Handling Program at this line .
• When there is a call agent, ends by on-hook dis­connection of the agent that replied to the call.
tination Extension Line Number Setting 0 to 9999 (max. 4 digits) (must be set)
tination VM Number Set­ting 1 to 4 (must be set)
Number Set­ting
Setting (must be set)
No Answer Timer 001 to 600 (seconds) (infinite when not set)
No Answer Timer 001 to 600 (seconds) (infinite when not set)
Message Play Option
•0: Play
• 1: Play and Search
Search Time Setting 001 to 600 (seconds) (must be set)
No Answer Timer 001 to 600 (seconds) (infinite when not set)
Forward EXT
• Performs an extension line tone call to the trans­fer destination extension line specified in parame­ter 1, and performs a transfer after responding to the other party.
• When there is no response, the response from the other party is waited for until the end of the no answer timer set in parameter 2.
Forward VM
• Setting of the built-in VM corresponding to the transfer destination VM number of parameter 1 is set by programming setting 4201 to 4204.
• Performs an extension line tone call to the trans­fer destination built-in VM specified in parameter 1, and performs a transfer after the VM response.
• When there is no response, the response from the other party is waited for until the end of the no answer timer set in parameter 2.
Answer & Play Message
• Plays back specified guidance in response to a call.
• Guidence numbers 1 to 6 are for user recording.
• Guidence numbers 7 to 9 are for fixed recording messages. (i.e., 7 = “wait for available agent” message, 8 = “transfer” message, and 9 = “dis­connect” message.)
Agent Search
• Performs a transfer to transferable agents within the agent group specified in parameter 1.
• When there is no transferable agent, performs a search until end of the search time set in parame­ter 2.
• When the transferred agent does not respond, a response from the other party is waited for until the end of the no answer timer set in parameter 3, and transfer to another Agent is moved to after the end of the no answer timer.
6 DBS 576 (USA) issued October 2000 576-3.6-521 (ACD 4.0)
Built-In ACD Supervisor Guide Section 521
Com-
No
6 RET Program Line
7 RAD Port # Recorded Announcement Device
Parameter1 Parameter2 Parameter3 Description
mand
Number Set­ting 1 to 20 (max. 20 lines) (must be set)
Count Set­ting 1 to 255 (times) (must be set)
Return
• Repeats the program from the line number speci­fied in parameter 1 up to this line for the count specified in parameter 2.
• The caller hears MOH if the RAD port # is invalid or incorrect.
• THE DBS 576 Built-in ACD must use different RAD ports than Easy Run Courier ACD.
• RAD equipment will connect to AEC ports.
• No start or stop control method will be provided to control the RAD equipment. RAD equipment must be capable of operating in the continuous play mode.
• Up to 8 RAD devices can be connected to AEC’s per system.
• This command must be followed by a SEARCH, FWD or FWDVM command.
• For programming (
Manual on page 1-168
See Section 400 Programming
.)
Operation
The following describes operation in each of the processes.
EDIT (FF1)
This command resets the current setting of displayed program lines. Edit is repeated from the specified program line through to the currently registered final program line (excluding the END/DISC line).
The following screen display shows an example of selection and setting of the SEARCH command.
SEARCH 1,020,010
03:Select Cmd. FWD FWDVM PLAY RET SEARCH RAD
List
576-3.6-521 (ACD 4.0) DBS 576 (USA) issued October 2000 7
1. Press and press the Example: Press
keys 1 , 2 or 3 or
soft
HOLD
soft
for the command to be set,
6, 7 or 8
key.
key 3 to select SEARCH.
Section 521 Built-In ACD Supervisor Guide
SEARCH 1
03:AGENT GRP.
AGENT GROUP NUMBER (1-3)
Example:
SEARCH 2,020
03:Search Time
AGENT SEARCH TIME 1 to 600 sec.
Example:
SEARCH 2,015,010
03:No Ans Time
AGENT NO ANSWER TIME 1 to 600 sec.
List
List
List
2. Set parameter 1, and press the
HOLD
key.
Example: Press key 2 to set group 2.
3. Set parameter 2, and press the
HOLD
key.
Example: Press keys 0, 1 and 5 to set the Search Timer to 15.
4. Set parameter 3, and press the
HOLD
key.
Example: Enter three digits to set the No Ans Timer. The program line that was set is updated when the final parameter
is set. The next line is moved to, and the screen in step 1 is
redisplayed.
5. Repeat steps 1 to 4 to set other program lines, and end programming at the END/DISC line.
Note:
• The program line is updated when the final parameter setup is completed at each command, and the next line is moved to. (Example: In the case of the FWD command, the program line is updated when the no answer timer of parameter 2 is input, and the next line is moved to.)
• If you press
key 10 and select List at any of the above steps, the List
soft
Mode screen is redisplayed.
• The END/DISC line cannot be changed nor deleted.
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Built-In ACD Supervisor Guide Section 521
INSERT (FF2)
This command inserts a new line in the current setting of displayed program lines. Insertion can be repeated up to 19 lines.
The following screen display shows an example of insertion and setting of the SEARCH command.
01:Select Cmd. FWD FWDVM PLAY RET SEARCH RAD
SEARCH
01:AGENT GRP.
AGENT GROUP NUMBER (1-3)
Example:
SEARCH 1,
01:Search Timer
AGENT SEARCH TIME 1 to 600 sec.
Example:
List
List
List
1. Press the and press the Example: Press
2. Set parameter 1, and press the
soft
key
HOLD
soft
1, 2 or 3 or 6, 7 or 8
for the commands to be set,
key.
key 3 to select SEARCH.
key.
HOLD
Example: Press key 1 to set group 1.
3. Set parameter 2, and press the
HOLD
key. Example: Press the 0, 1 and 0 keys to set the Search Timer to 10 seconds.
SEARCH 1,010,
01:No Ans Timer
AGENT NO ANSWER TIME 1 to 600 sec.
List
4. Set parameter 3, and press the
HOLD
key. Example: Enter three digits to set the No Ans Timer.
The program line that was set is updated when the final parameter is set. The next line is moved to, and the screen in step 1 is redisplayed.
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Section 521 Built-In ACD Supervisor Guide
5. Repeat steps 1 to 4 to set insertion of other program lines, and end programming at the END/DISC line.
Note:
SEARCH 1,015,010
01:DELETE(LINE)
To Delete Program Data, Press HOLD Key.
PLAY 7,1
01:Select FFKey SEARCH 1,020,010 RET 02,010 PLAY 9,0 END/DISC
List
• If you press
key 10 and select List at any of the above steps, the List
soft
Mode screen is redisplayed.
• The END/DISC line cannot be changed nor deleted.
DELETE (FF3)
This command deletes the current setting of displayed program lines. Deletion can be repeated up to 19 lines.
The following screen display shows an example of deletion of line 01.
1. Confirm the specified line to be deleted, and press the key. Example: Line 01 is deleted.
2. The program line that was displayed is deleted, and the List Mode screen is redisplayed. When the specified line is deleted, each subsequent program line is shifted up.
Note:
HOLD
If you press soft key 10 and select List at any of the above steps, the
Note:
List Mode screen is redisplayed.
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Built-In ACD Supervisor Guide Section 521
ALL DELETE (FF6)
This command deletes all settings currently set to all lines in the currently displayed program.
Program Delete:
DELETE(Program)
To Delete Program Data, Press 0 and HOLD Key
END/DISK
01:Select FFKey
List
Note:
1. Press key 0, and the
2. All of the program that was displayed is deleted, and only the default END/DISC line is displayed.
If you press
key 10 and select List at any of the above steps, the
soft
HOLD
List Mode screen is redisplayed.

Transfer Destination Voice Number

Outline
Sets the voice mail extension line number and access code corresponding to the transfer destination voice mail number (1 to 4).
key.
Operation
SUPERVISOR MENU
SYSTEM INFO MIS REPORT CUSTOMIZE
576-3.6-521 (ACD 4.0) DBS 576 (USA) issued October 2000 11
→ → →
1. From [SUPERVISOR MENU] screen, press the select [CUSTOMIZE].
key 3 or 8 to
soft
Section 521 Built-In ACD Supervisor Guide
CUSTOMIZE MENU
LINE REGIST. SYSTEM ID AGENT ID GROUP SETTING CALL HANDLING
CALL HANDLING
PROGRAM VM NUMBER
CUSTOMIZE MENU
4201:
VM NUMBER 1
CUSTOMIZE MENU
2. From [CUSTOMIZE MENU] screen, press the
→ → → → →
select [CALL HANDLING].
3. From [CALL HANDLING] screen, press the
→ →
select [VM NUMBER].
key 5 or 10 to
soft
key 2 or 7 to
soft
4. The 4201 setting screen appears. Enter the extension number + access code (max, 16 digits) using the 10-key pad, and press
key to make setting. Each time the
HOLD
HOLD
key is pressed,
the setting changes: 4201→4202→4203→4204.
5. To return to [CUSTOMIZE MENU] screen, press the
soft
key 5
or 10.
12 DBS 576 (USA) issued October 2000 576-3.6-521 (ACD 4.0)
Built-In ACD Supervisor Guide Section 521

Silent Monitor

Version 3.0 and higher
CAUTION:
When using the ACD “Silent Monitor” feature in some states it is illegal (or civilly actionable) to monitor telephone communications without giving prior warning to all participants. These laws do not make the Silent Monitor feature on the telephone system illegal. Before activating this feature, please check applicable state and federal laws.
The Silent Monitor feature allows an ACD supervisor to monitor a call between an ACD agent and a caller without the knowledge of either party. (
See CAUTION, above.
) If necessary, the ACD supervisor can initiate a
three-way call by barging into the call.

Operation

To initiate Silent Monitor:
T able 3. Initiating Silent Monitor
Action Result
Press ON/OFF + 768 + Extension number you want to monitor
OR...
Press the FF key assigned as a Silent Monitor Key + Extension number you want to monitor*
OR...
Press only the Silent Monitor Key if the FF key has been prepro­grammed to monitor a specific extension number. You do not need to enter the extension number.
The Silent Monitor feature is active, and the extension is being monitored. (The Silent Monitor key flashes green when Silent Mon­itor is active.)
Notes:
• The Silent Monitor key is disabled when the extension assigned to that key is idle, dialing or ringing.
• If the Supervisor retrieves a call while monitoring a extension, he or she can suspend the monitoring by pressing the ON/OFF key.
• Press the CONF key during the monitoring to initiate a three-way call.
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Section 521 Built-In ACD Supervisor Guide
Silent Monitor Color Definitions
Table 4. Silent Monitor Color Definitions
FF Key Color Definition Possible Operation
Clear Cannot Monitor None Solid Red Able to monitor Press Silent Monitor key Flashing Green Not monitoring On-Hook or CONF

Notice

• Be sure all phone that should NOT be allowed to monitor have a COS that restricts monitoring. For programming COS (
400 Programming manual on page 1-50.
)
See Section
• Silent Monitor is allowed or denied by setting the appropriate extension COS.
• Only one supervisor can initiate Silent Monitor on an individual extension at any given time.
• Display telephones can initiate Silent Monitoring. SLTs cannot ini­tiate Silent Monitoring.
• Display telephones and SLTs can be monitored.
• A supervisor cannot initiate Silent Monitoring on an extension when the extension is on a conference call.
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Built-In ACD Supervisor Guide Section 521

Supervisor Features

Supervisor features are roughly divided into three groups:
1) Supervisor customization: Set for requested features of ACD.
2) Supervisor monitoring: Monitors ACD system status on a large LCD telephone.
3) MIS report feature: Outputs agent management information.
All of the above features are included in the supervisor menu. The following describes each of the features and the common operations.

Common Operation of Supervisor Menu

Read this section first before using the supervisor features.

Activating Supervisor Menu

Operation
From Large Display Telephone
1. Press the Log-in button (FF key).
2. Enter the 4-digit supervisor ID. If a supervisor ID is not entered, you cannot enter supervisor menu. Make sure to assign supervisor ID at installation. (Default: [No assignment])
SUPERVISOR MENU
SYSTEM INFO MIS REPORT CUSTOMIZE
DISP SYS INFO
→ → →
3. Select a desired menu by using the screen.
4. For further operations, see desired section in this manual.
576-3.6-521 (ACD 4.0) DBS 576 (USA) issued October 2000 15
keys from the above
soft
Section 521 Built-In ACD Supervisor Guide

Displaying System In formation

Operation
SUPERVISOR MENU
SYSTEM INFO MIS REPORT CUSTOMIZE
DISP SYS INFO
HAND UP OR
PRESS ON/OFF
TO DISPL
SYSTEM INFO
SYSTEM INFO MENU
AGENT GROUP 1 AGENT GROUP 2 AGENT GROUP 3 SYSTEM
SYSTEM INFO
AGENT GROUP 1
TRAFFIC INFO WAITING CALL AGENT STATUS
1. From [SUPERVISOR MENU] screen, press the
→ → →
to select [DISP SYS INFO].
key 5 or 10
soft
2. When the following screen appears, press the ON/OFF button or hang up the telephone.
3. Group 1 monitoring: Press the
key 1 or 6 to select Agent
soft
Group 1.
→ → → →
Group 2 monitoring: Press the Group 2. Group 3 monitoring: Press the Group 3.
key 2 or 7 to select Agent
soft
key 3 or 8 to select Agent
soft
4. After selecting one of the above groups, the following menu
→ → →
This figure shows the case where [AGENT GROUP 1] is selected.
selection screen appears. Use
keys to select a desired item.
soft
5. For further operations, see desired section of this manual.
The [DISP SYS INFO] screen allows you to continue placing and
Note:
receiving telephone calls. This function is not available with other commands.
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Built-In ACD Supervisor Guide Section 521

Common Operation for Supervisor Customization

1) PROG KEY :Returns to Supervisor Top Menu.
2) AUTO KEY :Goes to the upper layer.
3) HOLD KEY :Validates data or goes to the next setting.
4) FLASH KEY :Returns to the previous address number
5) CONF KEY :Clears data.
6) REDIAL KEY :Displays the data before entering program parameter.
7) PREV/NEXT KEY:Scrolls screens if the address has more than one screen.

Supervisor Customization

Each item can be customized by operations from the supervisor menu. The following shows the operation of customization from the supervisor menu.

Operation

SUPERVISOR MENU
SYSTEM INFO MIS REPORT CUSTOMIZE
DISP SYS INFO
CUSTOMIZE MENU
LINE REGIST. SYSTEM ID AGENT ID GROUP SETTING CALL HANDLING
→ → → → →
1. From [SUPERVISOR MENU] screen, press the select [CUSTOMIZE].
→ → →
2. Select a desired menu by using the [CUSTOMIZE MENU] screen.
key from the
soft
key 3 or 8 to
soft
3. For further operations, see desired section in this manual.
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Section 521 Built-In ACD Supervisor Guide

Direct Incoming Call Setting

Outline
COs and private lines with direct incoming ACD calls to be processed the same are grouped together as a block. Each block is assigned one of four ACD Call Handling Programs.
Set the ACD Call Handling Program number to each block, and set the ACD service call processing method.
Operation
CUSTOMIZE MENU
LINE REGIST. SYSTEM ID AGENT ID GROUP SETTING CALL HANDLING
LINE REGIST.
DIRECT INCOME TRANSF. INCOME DID ID EXT. GROUP CUSTOMIZE MENU
DIRECT INCOME
BL 1ST LST PRG 01 001 003 1 02 03 005 010 3 04
or
1. From [CUSTOMIZE MENU] screen, press the
key 1 or 6 to
soft
select [LINE REGIST.].
→ → → → →
2. From [LINE REGIST.] screen, press the
→ → → → →
[DIRECT INCOME].
3. The following screen appears. Press the
key 1 or 6 to select
soft
key for desired block
soft
number.
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Built-In ACD Supervisor Guide Section 521
DIRECT INCOME
BL 1ST LST PRG 21 22 23 24
2103:005
DIRECT INCOME FIRST LINE NO (BLOCK03)
CUSTOMIZE MENU
2103:010
DIRECT INCOME LAST LINE NO (BLOCK03)
CUSTOMIZE MENU
2103:3
DIRECT INCOME PROGRAM NO (BLOCK03)
CUSTOMIZE MENU
4. Enter the first CO line or private line number using the 10-key pad. (The figure on left shows setting of block No. 03.)
5. Press
key to store first line number.
HOLD
6. Enter the last CO line or private line number using the 10-key pad.
7. Press
key to store last line number.
HOLD
8. Enter the ACD Call Handling Program number.
9. To return to [CUSTOMIZE MENU] screen, press the
soft
key 5
or 10.
576-3.6-521 (ACD 4.0) DBS 576 (USA) issued October 2000 19
Section 521 Built-In ACD Supervisor Guide

T r ansferring Incoming Call Setting

Outline
COs and private lines with transferred incoming ACD calls to be processed the same are grouped together as a block. Each block is assigned one of four ACD Call Handling Programs.
Set the ACD Call Handling Program number to each block, and set the ACD service call processing method.
Operation
CUSTOMIZE MENU
LINE REGIST. SYSTEM ID AGENT ID GROUP SETTING CALL HANDLING
LINE REGIST.
DIRECT INCOME TRANSF. INCOME DID ID EXT. GROUP CUSTOMIZE MENU
TRANSF. INCOME
BL 1ST LST PRG 01 001 003 1 02 03 005 010 3 04
or
1. From [CUSTOMIZE MENU] screen, press the
key 1 or 6 to
soft
select [LINE REGIST.].
→ → → → →
2. From [LINE REGIST.] screen, press the
→ → → → →
[TRANSF. INCOME].
3. The following screen appears. Press the
key 2 or 7 to select
soft
key for desired block
soft
number.
20 DBS 576 (USA) issued October 2000 576-3.6-521 (ACD 4.0)
Built-In ACD Supervisor Guide Section 521
TRANSF. INCOME
BL 1ST LST PRG 21 22 23 24
2203:005
TRANSF. INCOME FIRST LINE NO (BLOCK03)
CUSTOMIZE MENU
2203:010
TRANSF. INCOME LAST LINE NO (BLOCK03)
CUSTOMIZE MENU
2203:3
TRANSF. INCOME PROGRAM NO (BLOCK03)
CUSTOMIZE MENU
4. Enter the first CO line or private line number using the 10-key pad. (The figure on left shows setting of block No. 03.)
5. Press
key to store first line number.
HOLD
6. Enter the last CO line or private line number using the 10-key pad.
7. Press
key to store last line number.
HOLD
8. Enter the ACD Call Handling Program number.
9. To return to [CUSTOMIZE MENU] screen, press the
soft
key 5
or 10.
576-3.6-521 (ACD 4.0) DBS 576 (USA) issued October 2000 21
Section 521 Built-In ACD Supervisor Guide

Changing Superviso r IDs and User Information Recording ID

Outline
This procedure changes supervisor IDs and user information recording ID.
Setting
Program Address 3101:
Change the ID of Supervisor 1. The ID must be 4 digits. The initial value should be assigned by your dealer.
Program Address 3102:
Change the ID of Supervisor 2. The ID must be 4 digits. The initial value should be assigned by your dealer.
Program Address 3201:
Change the ID for user information recording. The ID must be 4 digits. The initial value should be assigned by your dealer.
Operation
CUSTOMIZE MENU
LINE REGIST. SYSTEM ID AGENT ID GROUP SETTING CALL HANDLING
3101:****
SUPERVISOR ID NO (1)
CUSTOMIZE MENU
1. From [CUSTOMIZE MENU] screen, press the select [SYSTEM ID].
→ → → → →
2. The 3101 setting screen appears. Enter the 4-digit ID number and press
key to make setting. Each time the
HOLD
pressed, the setting changes: 310131023201.
3. Press the
key 5 or 10 to return to [CUSTOMIZE MENU]
soft
key 2 or 7 to
soft
HOLD
key is
screen.
22 DBS 576 (USA) issued October 2000 576-3.6-521 (ACD 4.0)
Built-In ACD Supervisor Guide Section 521
Notice
1. Make certain the supervisor IDs and user information recording ID are set at installation. Otherwise, you cannot enter [SUPERVISOR MENU]. Ask your dealer if they are not assigned.
2. Make sure to record the IDs because they cannot be confirmed without entering [SUPERVISOR MENU]. Ask your dealer if you forget.

Registering Agent IDs

Outline
This procedure sets agent ID numbers and their groups.
Setting
Program Address 3301~3364
Set agent ID numbers and agent groups. ID numbers are fixed to 4 digits. Set 1 or 2 as an agent group for each agent.
Operation
CUSTOMIZE MENU
LINE REGIST. SYSTEM ID AGENT ID GROUP SETTING CALL HANDLING
AGENT ID
REGISTRAION
CONFIRMATION
CUSTOMIZE MENU
REGISTRATION
01 1000 1 02 1001 1 03 04 1002 2 05
→ → → → →
1. From [CUSTOMIZE MENU] screen, press the select [AGENT ID].
2. From [AGENT ID] screen, press the
key 1 or 6 to select
soft
[REGISTRATION].
3. The following screen appears. Press the
soft
number.
576-3.6-521 (ACD 4.0) DBS 576 (USA) issued October 2000 23
key 3 or 8 to
soft
key for desired agent
Section 521 Built-In ACD Supervisor Guide
or
REGISTRATION
61 1050 2 62 1051 1 63 64 1052 2
3301:1000
AGENT 01
CUSTOMIZE MENU
3301:1
AGENT 01
CUSTOMIZE MENU
Notice
ID NO
GROUP NO
(1-3)
4. Enter 4-digit ID number using the 10-key pad. (The figure on left shows setting of Agent No.01.) To clear ID press
5. Press
key to store ID number.
HOLD
CONF
key.
6. Enter the agent group number (1 or 2) using the 10-key pad.
7. Press
key to validate for this agent.
HOLD
8. The next agent number is displayed. Repeat the same procedure from procedure 4 for next agent if required.
9. To return to the CUSTOMIZE MENU, press the
key 5 or 10.
soft
1. Same agent IDs cannot be assigned. You will hear “beep beep” sound.
2. Same agent and supervisor IDs cannot be assigned. You will hear “beep beep” sound.
24 DBS 576 (USA) issued October 2000 576-3.6-521 (ACD 4.0)
Built-In ACD Supervisor Guide Section 521

Confirming Agent IDs

Outline
This procedure displays the ID numbers of agents which belong to each group.
Operation
AGENT ID
REGISTRAION
CONFIRMATION
CUSTOMIZE MENU
CONFIRMATION
GROUP1 XX GROUP2 XX GROUP3 XX
CUSTOMIZE MENU
CONFIRMATION
GROUP 1
XXXX XXXX XXXX XXXX CUSTOMIZE MENU
or
1. From [AGENT ID] screen, press the
key 3 or 8 to select
soft
[CONFIRMATION].
2. The screen for selecting group 1, 2 or 3 appears. The number
→ → →
which follows each group is the number of agents in the group. Select the agent group whose agent IDs are to be confirmed, by using Agent group 1: Agent group 2: Agent group 3:
soft
keys.
soft soft soft
key 1or key 2 or key 3 or
6
7 8
3. Registered agent ID numbers are displayed (The figure on left shows a list of agent group 1). To scroll up/down the screen, use the
4. To return to [CUSTOMIZE MENU] screen, press the
PREV
or
NEXT
key.
soft
key 5
or 10.
576-3.6-521 (ACD 4.0) DBS 576 (USA) issued October 2000 25
Section 521 Built-In ACD Supervisor Guide

Setting on Service Flow Details

Outline
This procedure makes a variety of settings such as service flow setting, separately for agent group 1 and agent group 2.
Operation
CUSTOMIZE MENU
LINE REGIST. SYSTEM ID AGENT ID GROUP SETTING CALL HANDLING
CUSTOMIZE MENU
3401:1
GROUP 1
1:LEAST BUSY 2:LONGEST IDLE
Setting
GROUP SETTING
GROUP1 GROUP2 GROUP3
CUSTOMIZE MENU
1. From [CUSTOMIZE MENU] screen, press the
key 4 or 9
soft
select [GROUP SETTING].
→ → → → →
2. From [GROUP SETTING] screen, use
keys to select the
soft
agent group to be set.
→ → →
Agent group 1: Agent group 2: Agent group 3
soft soft
: soft
key 1 or key 2 or
key
3 or 8
6 7
3. First setting (3401) for the selected group is displayed. Enter a set value, then press the the
key is pressed without set values specified, the next
HOLD
setting item is displayed. Press
key to validate setting. Every time
HOLD
key to return to the previous
FL/R
setting.
4. To return to [CUSTOMIZE MENU] screen, press the
soft
key 5
or 10.
If the first two digits of a setting number is [34], the setting pertains to group 1, [35], to group 2 and [36], to group 3. The following explanation, therefore, shows group 1/group 2/group 3 settings.
Program Address 3401/3501/3601: Agent search method
Set the agent search method. Select either of the following:
1: LEAST BUSY FIRST setting. This mode first selects the agent
whose busy rate (total busy time/total Login time) is the lowest in the group for the day.
26 DBS 576 (USA) issued October 2000 576-3.6-521 (ACD 4.0)
Built-In ACD Supervisor Guide Section 521
2: NEXT AVAILABLE FIRST setting. This mode selects the
agent which is placed in idle status for the longest duration following the last talking status.
For both 1&2, only ACD calls will be counted as busy time or busy
Note:
status.
Program Address 4101-4104: ACD Call Handling Program
Commands are used to set any call distribution operation to ACD Call Handling Program numbers (4101 to 4104).
Program Address 4201-4204: Transferring Voice Mail access number
Sets the voice mail extension line number and access code corresponding to the transfer destination voice mail number (1 to 4).

Supervisor Monitoring

The ACD system can be monitored by the supervisor. Note that data is updated every 10 seconds while the monitoring screen is displayed.

Operation

Details are given in each feature section. The following shows the operation of the supervisor monitoring from the [SUPERVISOR MENU] screen:
SUPERVISOR MENU
SYSTEM INFO MIS REPORT CUSTOMIZE
DISP SYS INFO
SYSTEM INFO
AGENT GROUP1 AGENT GROUP2 AGENT GROUP3
→ → →
1. From the [SUPERVISOR MENU] screen: Group 1 monitoring: Press the INFO (G1)].
2. Group 1 monitoring: Press the
→ → →
Group 1. Group 2 monitoring: Press the Group 2.
key 1 or 6 to select [SYSTEM
soft
key 1 or 6 to select Agent
soft
key 2 or 7 to select Agent
soft
Group 3 monitoring: Press the soft key 3 or 8 to select Agent Group 3.
SYSTEM INFO
AGENT GROUP 1
TRAFFIC INFO WAITING CALL AGENT STATUS
→ → →
576-3.6-521 (ACD 4.0) DBS 576 (USA) issued October 2000 27
3. After selecting one of the above groups, the following menu selection screen appears. Use
keys to select a desired item.
soft
This figure shows the case where [AGENT GROUP 1] is selected.
Section 521 Built-In ACD Supervisor Guide
4. Select desired menu. For further operations, see next page.

T raffi c Information

Operation
SYSTEM INFO
AGENT GROUP 1
TRAFFIC INFO WAITING CALL AGENT STATUS
TRAFFIC INFO
AGENT GROUP 1
TOTAL CALLS XX MAX WAIT (X)XXXS LOGIN AGENT XX AVAILABLE XX
→ → →
Screen explanation
TOTAL CALLS : Total number of current incoming calls via the ACD
MAX WAIT : The longest time of a current incoming call via the ACD
LOGIN AGENT : The number of current log in agents.
1. From [SYSTEM INFO] screen, press the [TRAFFIC INFO.].
2. The following screen appears.
3. Press the Press the
key to return to the [SYSTEM INFO.] screen.
AUTO
key to return to the [SUPERVISOR MENU]
PROG
screen.
system
system is placed in wait status, not connected to an agent. The unit is in seconds.
key 1 or 6 to select
soft
AVAILABLE : The number of agents who are available.
28 DBS 576 (USA) issued October 2000 576-3.6-521 (ACD 4.0)
Built-In ACD Supervisor Guide Section 521

Waiti ng Ca ll

Operation
SYSTEM INFO
AGENT GROUP 1
TRAFFIC INFO WAITING CALL AGENT STATUS
WAITING CALL
AGENT GROUP 1
TRK TIME 01/XX XXX XXXXS XXX XXXXS XXX XXXXS XXX XXXXS
→ → →
or
Screen explanation
TRK column: CO Line numbers for calls currently in wait status. TIME column: Time of the call is placed in wait status.
1. From [SYSTEM INFO] screen, press the [WAITING CALL].
2. The following screen appears.
3. Press the
key to scroll down/PREV key to scroll up the
NEXT
screen.
4. Press the Press the
key to return to the [SYSTEM INFO] screen.
AUTO
key to return to the [SUPERVISOR MENU]
PROG
screen.
key 2 or 7 to select
soft
576-3.6-521 (ACD 4.0) DBS 576 (USA) issued October 2000 29
Section 521 Built-In ACD Supervisor Guide

Agent Status

Operation
SYSTEM INFO
AGENT GROUP 1
TRAFFIC INFO WAITING CALL AGENT STATUS
AGENT STATUS INF
AGENT GROUP 1
LOGIN AGENT XX AVAILABLE XX BUSY(ACD CALL) XX BUSY(NOT-ACD) XX IDLE AGENT XX
AGENT STATUS INF
AGENT GROUP 1
ID EXT STATUS XXXX XXXX XXXXX XXXX XXXX XXXXX XXXX XXXX XXXXX XXXX XXXX XXXXX
or
1. From [SYSTEM INFO] screen, select the
key 3 or 8 to select
soft
[AGENT STATUS].
→ → →
2. The following screen appears.
3. Press the
4. Press the
key for additional information.
NEXT
key to scroll down, PREV key to scroll up.
NEXT
AGENT STATUS INF
AGENT GROUP 1
ID EXT STATUS XXXX XXXX XXXXX XXXX XXXX XXXXX XXXX XXXX XXXXX XXXX XXXX XXXXX
5. Press the Press the
KEY to return to the [SYSTEM INFO] screen.
AUTO
key to return to the [SUPERVISOR MENU]
PROG
screen.
30 DBS 576 (USA) issued October 2000 576-3.6-521 (ACD 4.0)
Built-In ACD Supervisor Guide Section 521
Screen explanation
A. First screen
LOGIN AGENT: Number of agents that have logged in. AVAILABLE: Number of log-in agents in AVAILABLE status. BUSY(ACD CALL): Number of agents engaged in incoming calls via the ACD system. BUSY (NON-ACD): Number of agents engaged in calls other than the above BUSY (ACD CALL) calls. IDLE AGENT: Number of agents ready to answer incoming calls.
B. Second and the subsequent screens
ID column: Agent IDs. EXT column: Extension numbers used by agents. STATUS column: Current agent status.
Meaning of the display is as follows: Avail: The agent is in the AVAILABLE status. Unav.: The agent is in the UNAVAILABLE status. ACD: The agent is engaged in incoming calls via the ACD system. N-ACD: The agent is engaged in calls other than the above ACD calls.

MIS Report Features

MIS Report Outline

The MIS Report feature provides the Supervisor with a variety of reports. Activity of each agent, system, or a group is tabulated on an hour, day, or week (Monday to Sunday) basis. Data is saved for 14 days. Printing order is issued from the Supervisor monitor telephone. For details, see [MIS Report Operation]. Output destination is an RS-232C-compatible printer or an RS232C-compatible personal computer (PC). To enable output to a PC, communication software is required. For details on the MIS output and connection, see the Installation Manual.
Notice
1. MIS report data memory is saved for only 14 days regardless of main cabinet’s power switch status of past 14 days.
2. If the date and time of the main unit is changed, MIS report will not be accurate. In this case, output MIS report in advance, and clear the data (See Other Features/Data Clear)
576-3.6-521 (ACD 4.0) DBS 576 (USA) issued October 2000 31
Section 521 Built-In ACD Supervisor Guide
3. MIS report which includes present time (for example 19:30), will be incomplete (report up to 19:00).
4. Two supervisors cannot output the MIS report simultaneously.
5. The MIS report data cannot be cleared if another supervisor has been entering the MIS REPORT MENU.
6. Two supervisors cannot enter the MIS REPORT MENU and CUSTOMIZE MENU simultaneously.
7. The definition of an ACD talk time is a time span from a call picked up to an end of a conversation or transferring to another extension.
8. If a non-Agent picks up an ACD call, MIS report will not be accurate. Therefore, the Manufacturer recommends not to assign ACD lines to FF keys.
The following gives an outline of the MIS report output.
Agent Activity
The following reports are tabulated on a per agent basis:
• Total Log-in Time, Unavailable Time, Talk Time, Idle Time & Percentage (IDLE Time=LOGIN Time-TALK Time)
• Average time from call incoming to answer.
• Number of incoming calls, number of answered calls
Group Activity
The following reports are tabulated on a per group basis:
• Total Log-in Time, Unavailable Time, Talk Time, Idle Time & Percentage (IDLE=LOGIN-TALK)
• Number of incoming calls, number of answered calls
System Activity
The following reports are tabulated on a per system basis:
• Total Log-in Time, Unavailable Time, Talk Time, Idle Time & Percentage (IDLE=LOGIN-TALK)
• Number of incoming calls, number of answered calls
Work Unit Count
The following report is tabulated: Number of per-code calls (tabulated on a daily/weekly basis for each group/ system)
32 DBS 576 (USA) issued October 2000 576-3.6-521 (ACD 4.0)
Built-In ACD Supervisor Guide Section 521
MIS Function Tabulation Unit
MIS report is output in the following cycles:
• Hourly report: Specified date(s) can be output on an hourly (0-24) basis.
• Daily report: Data for previous week/this week can be output on a daily basis. The oldest available data is Monday of previous week.
• Weekly report: Data for both previous and this weeks are output on a weekly basis.
The following shows available report.
Table 5.
Group
Agent (1~64)
Group (1,or 2)
System HOURLY
HOURLY DAILY WEEKLY HOURLY DAILY WEEKLY
DAILY WEEKLY
TOTAL LOGIN
TIME
UNAVAIL
ABLE TIME
TALK
TIME
IDLE
TIME
INCOMING
CALLS
ANSWER
CALLS
AVERAGE
RINGING
TIME
!!!! ! ! ×
!!!! ! ! !
!!!! ! ! !
!!!! ! ! × !!!! ! ! × !!!! ! ! × !!!! ! ! × !!!! ! ! × !!!! ! ! ×
! : Available to report
: Unavailable to report
×
576-3.6-521 (ACD 4.0) DBS 576 (USA) issued October 2000 33
Section 521 Built-In ACD Supervisor Guide
The following shows the tabulation unit of WORK UNIT COUNT. Total count per code is shown in the following tabulation unit:
Table 6.
Unit Code 1 Code 2 Code 3 ---- Code 20
Group 1 DAILY
WEEKLY
Group 2 DAILY
WEEKLY
System DAILY
WEEKLY

MIS Report Operation

• Common Oper at ion of MIS Report
MIS reports can be output by operations from the Supervisor. The following shows the MIS report output operation from [SUPERVISOR MENU]:
Operation
SUPERVISOR MENU
SYSTEM INFO MIS REPORT CUSTOMIZE
MIS REPORT MENU
AGENT REPORT
GROUP REPORT
SYSTEM REPORT
WORK UNIT
OTHERS
1. From [SUPERVISOR MENU] screen, press the
select [MIS REPORT].
→ → →
→ → → → →
[MIS REPORT MENU] screen appears.
2. Select a desired menu by using the
keys from the above
soft
key 2 or 7 to
soft
screen.
34 DBS 576 (USA) issued October 2000 576-3.6-521 (ACD 4.0)
Built-In ACD Supervisor Guide Section 521
ACD Supervisor Mode Menu Flow Chart
Figure 4.
MAIN SUPERVISOR MENU
SYSTEM INFORMATION
MIS REPORT
TRAFFIC INFORMATION WAITING CALL AGENT STATUS
AGENT REPORT PERSONAL
(Agent ID code input)
ALL AGENT
GROUP REPORT
GROUP1
GROUP2
SYSTEM REPORT
G
HOURLY
H
DAILY
I
WEEKLY
HOURLY DAILY
WEEKLY
J
HOURLY
K
DAILY
L
WEEKLY
A
HOURLY
B
DAILY
C
WEEKLY
D
HOURLY
E
DAILY
F
WEEKLY
(INPUT START DATE AND LAST DATE) THIS WEEK
LAST WEEK ALL
(INPUT START DATE AND LAST DATE) THIS WEEK
LAST WEEK ALL
(INPUT START DATE AND LAST DATE)
THIS WEEK LAST WEEK ALL
(INPUT START DATE AND LAST DATE)
THIS WEEK LAST WEEK ALL
(INPUT START DATE AND LAST DATE)
THIS WEEK LAST WEEK ALL
576-3.6-521 (ACD 4.0) DBS 576 (USA) issued October 2000 35
Section 521 Built-In ACD Supervisor Guide
M
WORK UNIT COUNT
GROUP1
GROUP2
DAILY WEEKLY
N
DAILY WEEKLY
GROUP2
DAILY WEEKLY
OTHERS
ACD CUSTOMIZE
LINE REGIST.
SYSTEM ID AGENT ID
GROUP SETTING
CALL HANDLING
• Output of MIS Report Data
The following explains the procedure for outputting each function. The procedures below are operations from [MIS REPORT MENU] screen.
Agent Report
A. Hourly tabulation of each agent
MIS REPORT MENU
AGENT REPORT
GROUP REPORT
SYSTEM REPORT
WORK UNIT
OTHERS
AGENT REPORT
PERSONAL
ALL AGENT
MIS REPORT MENU
→ → → → →
→ →
1. From [MIS REPORT] screen, press the
[AGENT REPORT].
2. The following screen appears. Press the
[PERSONAL].
STATUS/CANCEL MIS DATA CLEAR
DIRECT INCOME TRANSF. INCOME
REGISTRATION CONFIRMATION
GROUP 1 GROUP 2
PROGRAM
VM NUMBER
OUTPUT QUIT
PROGRAM 1 PROGRAM 2 PROGRAM 3 PROGRAM 4
key 1 or 6 to select
soft
key 1 or 6 to select
soft
36 DBS 576 (USA) issued October 2000 576-3.6-521 (ACD 4.0)
Built-In ACD Supervisor Guide Section 521
AGENT ID:XXXX
ENTER THE AGENT ID CODE AND PRESS HOLD KEY
MIS REPORT MENU
AGENT ID:XXXX
HOURLY
DAILY
WEEKLY
MIS REPORT MENU
START DATE:
ENTER THE START DATE (DD) AND PR ESS HOLD KEY
MIS REPORT MENU
LAST DATE:
ENTER THE LAST DATE (DD) AND PR ESS HOLD KEY
MIS REPORT MENU
Pressing the
key 5 or 10 returns to [MIS REPORT MENU]
soft
screen (the same for the subsequent screens).
3. The following screen appears. Enter the 4-digit ID code of the
target agent by using the 10-key pad.
4. The following screen appears. Press the
key 1 or 6 to Select
soft
[HOURLY].
→ → →
5. The following screen appears. Enter the starting date and ending
date of the data to be output. First enter the starting date, press
key to validate, then enter the ending date and press
HOLD
key again. No month is needed to be entered. For
HOLD
example, data for a period beginning with April 25 and ending
with May 2, Enter 25 as the starting date, 2 as the ending date. For 1 through 9, 01 through 09 can be entered instead.
First date input +
key + Last date input +
HOLD
HOLD
key
MIS OUTPUT
AGENT ID:XXXX HOURLY REPORT FROM XX TO XX
MIS REPORT MENU
6. Once the input data is validated, the data output starts. The
following screen appears while the output is in progress. To abort output, see the section [MIS data output abort] section of, [Other Features].
576-3.6-521 (ACD 4.0) DBS 576 (USA) issued October 2000 37
Section 521 Built-In ACD Supervisor Guide
B. Daily tabulation of each agent
Steps 1 to 3 are the same as those for item A.
AGENT ID:XXXX
HOURLY
DAILY
WEEKLY
MIS REPORT MENU
AGENT ID:XXXX
THIS WEEK
LAST WEEK
ALL
MIS REPORT MENU
MIS OUTPUT
AGENT ID:XXXX DAILY REPORT THIS WEEK
MIS REPORT MENU
AGENT ID:XXXX
HOURLY
DAILY
WEEKLY
MIS REPORT MENU
4. The following screen appears. Press the
[DAILY].
→ → →
5. The following screen appears. Press the
WEEK], 2 or 7 for [LAST WEEK], 3 or 8 for [ALL].
→ → →
6. Once the input data is validated, the data output starts. The
following screen appears while the output is in progress. To abort output, see the [MIS data output abort] section, [Other Features]. (The figure on left shows outputting of this week)
C. Weekly tabulation of each agent
Steps 1 to 3 are the same as those for item A.
4. The following screen appears. Press the
[WEEKLY].
→ → →
key 2 or 7 to Select
soft
key 1 or 6 for [THIS
soft
key 3 or 8 to select
soft
MIS OUTPUT
AGENT ID: XXXX WEEKLY REPORT
MIS REPORT MENU
5. Once the input data is validated, the data output starts. The
following screen appears while the output is in progress. To abort output, see the section [MIS data output abort], section, [Other Features]
38 DBS 576 (USA) issued October 2000 576-3.6-521 (ACD 4.0)
Built-In ACD Supervisor Guide Section 521
D. Hourly tabulation of all agents E. Daily tabulation of all agents F. Weekly tabulation of all agents
Step 1 is the same as that for items A.
AGENT REPORT
PERSONAL
ALL AGENT
MIS REPORT MENU
ALL AGENT
HOURLY
DAILY
WEEKLY
MIS REPORT MENU
Group Report
MIS REPORT MENU
AGENT REPORT
GROUP REPORT
SYSTEM REPORT
WORK UNIT
OTHERS
2. From the following screen, press the
[ALL AGENT].
→ →
3. The following screen appears. Press the
[HOURLY], 2 or 7 to select [DAILY], 3 or 8 to select
→ → →
[WEEKLY].
4. Follow steps 5 and 6 of item A for [HOURLY].
Follow steps 5 and 6 of item B for [DAILY]. Follow steps 5 of item C for [WEEKLY].
G. Hourly tabulation of group report H. Daily tabulation of group report I. Weekly tabulation of group report
1. From [MIS REPORT] screen, press the
[GROUP REPORT].
→ → → → →
key 2 or 7 to select
soft
key 1 or 6 to select
soft
key 2 or 7 to select
soft
GROUP REPORT
GROUP 1
GROUP 2 GROUP 3
MIS REPORT MENU
2. The following screen appears. Press the
or 8 to select [GROUP1/GROUP2/GROUP3]. Pressing the
→ → →
3
key 5 or 10 returns to [MIS REPORT MENU] screen (the same for the subsequent screens). The following procedure assumes that [GROUP 1] is selected:
key 1 or 6, 2 or 7 or
soft
soft
576-3.6-521 (ACD 4.0) DBS 576 (USA) issued October 2000 39
Section 521 Built-In ACD Supervisor Guide
GROUP1 REPORT
HOURLY
DAILY
WEEKLY
MIS REPORT MENU
System Report
J.Hourly tabulation of system report K.Daily tabulation of system report L.Weekly tabulation of system report
MIS REPORT MENU
AGENT REPORT
GROUP REPORT
SYSTEM REPORT
WORK UNIT
OTHERS
SYSTEM REPORT
HOURLY
DAILY
WEEKLY
DISC. CALL
MIS REPORT MENU
3. The following screen appears. Press the
key 1 or 6 to select
soft
[HOURLY], 2 or 7 to select [DAILY], 3 or 8 to select
→ → →
[WEEKLY].
4. Follow steps 5 and 6 of item A for [HOURLY].
Follow steps 5 and 6 of item B for [DAILY]. Follow steps 5 of item C for [WEEKLY].
1. From [MIS REPORT] screen, press the
key 3 or 8 to select
soft
[SYSTEM REPORT].
→ → → → →
→ → → →
2. The following screen appears. Press the
key 1 or 6 to select
soft
[HOURLY], 2 or 7 to select [DAILY], 3 or 8 to select [WEEKLY].
3. Follow steps 5 and 6 of item A for [HOURLY].
Follow steps 5 and 6 of item B for [DAILY]. Follow steps 5 of item C for [WEEKLY].
Work Unit Count
M. Daily tabulation of work unit count
MIS REPORT MENU
AGENT REPORT
GROUP REPORT
SYSTEM REPORT
WORK UNIT
OTHERS
→ → → → →
1. From [MIS REPORT] screen, press the
[WORK UNIT].
40 DBS 576 (USA) issued October 2000 576-3.6-521 (ACD 4.0)
key 4 or 9 to select
soft
Built-In ACD Supervisor Guide Section 521
WORK UNIT COUNT
GROUP 1
GROUP 2
GROUP 3
SYSTEM
MIS REPORT MENU
WORK UNIT COUNT
AGENT GROUP 1
DAILY
WEEKLY
MIS REPORT MENU
WORK UNIT COUNT
AGENT GROUP 1
THIS WEEK
LAST WEEK
ALL
MIS REPORT MENU
MIS OUTPUT !
AGENT GROUP 1
WORK UNIT COUNT DAILY REPORT THIS WEEK
MIS REPORT MENU
2. The following screen appears. Press the
key 1, 2 or 3, or 5, 6
soft
or 7 to select [GROUP1/GROUP2/SYSTEM]. GROUP1
→ → → → →
represents Agent Group 1 and GROUP2 represents Agent Group
2. SYSTEM represents the total sum of Group 1 and Group 2. The following procedure assumes that Group 1 is selected (the operation is the same if another option is selected).
3. The following screen appears. Press the
key 2 or 7 to select
soft
[DAILY].
→ →
4. From the following screen, press the
key 1, 2, 3 or 6, 7, 8 to
soft
select [THIS WEEK], [LAST WEEK], [ALL].
→ → →
When [THIS WEEK] is selected, data is output from Monday of this week. When [LAST WEEK] is selected, data is output from Monday to Sunday of last week. When [ALL] is selected, all data from Monday of last week will be output.
5. Once the input data is validated, the data output starts. The
following screen appears while the output is in progress. To abort output, see the section [MIS data output abort] section, [Other Features].
N. Weekly tabulation of work unit count
Steps 1 to 2 are the same as those for item M.
WORK UNIT COUNT
AGENT GROUP 1
DAILY
WEEKLY
MIS REPORT MENU
→ →
3. The following screen appears. Press the
[WEEKLY].
576-3.6-521 (ACD 4.0) DBS 576 (USA) issued October 2000 41
key 3 or 8 to select
soft
Section 521 Built-In ACD Supervisor Guide
MIS OUTPUT !
AGENT GROUP 1
WORK UNIT COUNT WEEKLY REPORT
MIS REPORT MENU
4. Once the input data is validated, the data output starts. The
following screen appears while the output is in progress. To abort output, see the section [MIS data output abort] of [Other Features].
Other Features (Data Clear and Output Cancel)
O. MIS data clear
* This feature clears all MIS data.
MIS REPORT MENU
AGENT REPORT
GROUP REPORT
SYSTEM REPORT
WORK UNIT
OTHER
OTHERS
STATUS/CANCEL
MIS DATA CLEAR
MIS REPORT MENU
→ → → → →
1. From [MIS REPORT] screen, press the
[OTHERS].
2. The following screen appears. Press the
[MIS DATA CLEAR].
key 5 or 10 to select
soft
key 3 or 8 to select
soft
MIS DATA CLEAR:
PRESS 0 AND HOLD KEY TO CLEAR ALL MIS DATA
MIS REPORT MENU
MIS DATA CLEARED
3. The following screen appears. To clear data, press 0 and
keys. This starts data clear processing.
HOLD
4. Once data clear is completed, the following screen appears.
Pressing the
MIS REPORT MENU
42 DBS 576 (USA) issued October 2000 576-3.6-521 (ACD 4.0)
screen.
key 5 or 10 returns to [MIS REPORT MENU]
soft
Built-In ACD Supervisor Guide Section 521
P. MIS data output confirmation/cancel
* This feature confirms/cancels MIS data output.
1. Step 1 is the same as that for item O.
OTHERS
STATUS/CANCEL
MIS DATA CLEAR
MIS REPORT MENU
OUTPUT STATUS
AGENT ID:XXXX HOURLY REPORT FROM XX TO XX QUIT MIS REPORT MENU
OUTPUT QUIT:_
TO STOP MIS DATA OUTPUT. PRESS 0
AND HOLD KEY
MIS REPORT MENU
QUIT
2. The following screen appears. Press the
key 1 or 6 to select
soft
[STATUS/CANCEL].
3. The following screen appears to show the current MIS data output
status on the Large Display (end of confirmation). To abort MIS data output, press the
key 4 or 9 to select [QUIT]. The
soft
following screen assumes that daily report of Agent ID XXXX is
→ →
being output.
4. The following screen appears. To quit, press 0 and
HOLD
keys.
5. Once output is cancelled, the following screen appears. Pressing
the
key 5 or 10 returns to [MIS REPORT MENU] screen.
soft
MIS REPORT MENU
576-3.6-521 (ACD 4.0) DBS 576 (USA) issued October 2000 43
Section 521 Built-In ACD Supervisor Guide

User Information Recording

The following (Figure 5) shows the service flow for recording user information messages. Voice output ports of the ACD system can be directly accessed to register, confirm, change, or delete messages. The maximum recording length of each service information message is 14 seconds. Up to 6 kinds of information messages can be registered per ACD system.
After recording your information message(s), select which information message to be sent to an outside party by entering parameter on service Flow Details (Figure 2).
Related program addresses are:
4101 - 4104: ACD Call Handling Program 4201 - 4204: Transferring Voice Mail access number

Notice

Even if your message are recorded, using Figure 5, user information numbers (1-6) must be selected for above program addresses. If they are not selected, initial messages will be sent.
44 DBS 576 (USA) issued October 2000 576-3.6-521 (ACD 4.0)
Built-In ACD Supervisor Guide Section 521
Figure 5.
Call the extension
number of the voice
output port.
Password error is followed by three short beeps.
Three error count releases call
(BT).
“Incorrect password. Please hang up”.
Start recording
information
Recording ends
by 7 # or
time-out.
Message
play back
The message
has been recorded
: Recording
1 #
Reenter password.
3 #
Please start recording your information message. To finish recording, press 7 and #.
“The message has been recorded.”
ACD answers
Password input
Information number input
(1 to 6)
Service code input
: Play back
Message
play back
“This is ACD user information recording service. Please enter the password and press #”.
“Please enter the information num-
¨
ber, and press #”.
“Please enter the service code. To start recording, press 1 and #, to play a recorded messag e, press 3 and #, to delete, press 5 and #”.
: Deletion
5 #
Deletion
The message
has been deleted.
“The message has been deleted.”
¨
576-3.6-521 (ACD 4.0) DBS 576 (USA) issued October 2000 45
Section 521 Built-In ACD Supervisor Guide

Agent Features

Log-in / Log-out

Log-in procedure

Notice

Log-out procedure

1. Press the
2. The LED lights in green to notify completion of log-in.
3. Press
1.
2. Entering an unregistered agent ID code displays an error. In this
3. Do not Log-in or Log-out while placing a call on hold.
1. Press the
2. The key LED goes off to notify the completion of log-out.
ON/OFF
key must be assigned in advance (See key Assignment).
LOGIN
case, do the procedure from the beginning again after pressing ON/OFF key.
If the extension is already logged in, another agent cannot log in using his/her agent ID. The Curre nt agent must log out once to log in again.
key then, press the AGENT ID CODE.
LOGIN
key after the completion of log-in.
key while the key LED is illuminated in green.
LOGIN
3. Press
46 DBS 576 (USA) issued October 2000 576-3.6-521 (ACD 4.0)
ON/OFF
key.
Built-In ACD Supervisor Guide Section 521

Available/Unavailable

Pressing the places the extension in the Unavailable status temporarily. This UNAVAILABLE excludes the telephone from candidates of ACD incoming calls. Pressing the key again returns the telephone into the Available status. This key’s LED illuminates in green for the Available status and red for the Unavailable status. Same as the LOGIN key, the goes off with log-out procedure.
UNAVAILABLE

Operation

To activate UNAVAILABLE status: Press the green/
To return to AVAILABLE status: Press the red/
UNAVAILABLE
UNAVAILABLE

Notice

1.
UNAVAILABLE
Assignment).
2. If an agent does not answer an ACD incoming call before a
specific time (Initial: 10 sec.), the agent will become UNAVAILABLE automatically.

Work Unit Count

key from an idle terminal which is logged in
UNAVAILABLE
key (the key LED illuminates in red).
key (the key LED illuminates in green).
key must be assigned in advance (See key
key LED
Work Unit Codes can be preset with the Work Unit Count key. When used, the appear in the MIS report. For example, 01 for claims 02 for sales, 03 for brochure. A maximum of 20 codes can be entered (set at installation).

Operation

1. Press Work Unit key while ACD call.
This lights the LED in red. Pressing the key again turns off the LED and deletes code. The number of codes per call is not restricted (multiple count is allowed).

Notice

1. The Work Unit Count key is effective only from an agent
telephone and while the telephone is engaged in an ACD call.
576-3.6-521 (ACD 4.0) DBS 576 (USA) issued October 2000 47
Section 521 Built-In ACD Supervisor Guide
2. When the call is placed on hold, the LED remains on. It goes off if
another telephone retrieves the call placed on hold. If the same telephone retrieves the call placed on hold the LED remains on, and goes off when the call is released.

Zip Tone

Zip mode automatically answers calls when an agent is using the Headset mode. With the Zip mode enabled, the agent hears a brief alert tone via the headset before the system automatically answers the incoming call.

Operation

The user hears the notification (ZIP) tone and the call is automatically connected.

Setting

When in Headset mode:
1. Press the
2. Press the
3. Dial 80 to toggle ZIP Mode ON and OFF.
4. The telephone LCD panel displays
MODE OFF
Notes:
1. Call Forwarding takes precedence over the Zip mode.
ON/OFF
PROG
key.
key.
.
ZIP MODE ON
or
ZIP

Key Assignment

Assign the following keys to the Flexible Function (FF) keys of each telephone (setting at installation work). You must not assign more or less than one LOGIN or AVAILABLE key to one telephone:
• LOGIN (mandatory)
• UNAVAILABLE (mandatory)
• WORK UNIT COUNT (01-20: optional)
48 DBS 576 (USA) issued October 2000 576-3.6-521 (ACD 4.0)
Built-In ACD Supervis or Guide Section 521

Setting

Notice

1. Press the
ON/OFF
key and
PROG
key.
2. Select a vacant FF key.
3. Press
REDIAL
key.
4. Select to feature code to assign.
Feature Description
ACD-1 Log-In/Out Key ACD-1 Work Unit Key ACD-1 Unavailable Key ACD-2 Log-In/Out Key ACD-2 Work Unit Key ACD-2 Unavailable Key ACD Silent Monitor Key (two touch) 77 + desired extension (DBS 576 only) ACD Silent Monitor Key (one touch) 77 (DBS 576 only) Zip Tone Mode ON/OFF Key
5. Press
6. Press
HOLD ON/OFF
key to store.
key to end.
Fixed Feature Code
+ (additional digits to program into key)
#80
#81 + (Work Unit 01-20)
#82
#85
#86 + (Work Unit 01-20)
#87
73
1. If an FF key selected in setting 2 is not vacant (Pre-assigned), the
previous setting will be erased automatically.
2. To confirm an FF key assignment, press
ON/OFF-CONF-FF
key.
3. To delete an FF key assignment, skip procedures 3 & 4 of setting
procedure.
576-3.6-521 (ACD 4.0) DBS 576 (USA) issued October 2000 49
Built-In ACD Supervis or Guide Section 521
576-3.6-521 (ACD 4.0) DBS 576 (USA) issued October 2000 50

Index

A
ACD Call Handling Program........................................4
Activating Supervisor Menu.......................................15
Agent Features ............................................................46
Agent IDs
Confirming..............................................................25
Registering ..............................................................23
Agent Report...............................................................36
Agent Status................................................................30
ALL DELETE (FF6)...................................................11
Available/Unavailable.................................................47
B
Basic Service Flow........................................................3
C
Call Handling Program .................................................4
Call Setting
Direct Incoming.......................................................18
Transferring Incoming.............................................20
Changing Supervisor IDs and User Information Record-
ing ID............................................................22
Commands
Programming.............................................................6
Common Operation for Supervisor Customization ....16
Configuration ................................................................1
Confirming Agent IDs ................................................25
Customization
Supervisor................................................................17
D
Data Clear...................................................................42
DELETE (FF3)...........................................................10
Direct Incoming Call Setting......................................18
E
EDIT (FF1)...................................................................7
F
Features
Supervisor ...............................................................15
G
Group Report ..............................................................39
I
Information Recording
User.........................................................................44
576-3.6-521 (ACD 4.0) DBS 576 (USA) issued October 2000 Index-1
Index Built-in ACD Supervisor Guide
INSERT (FF2)...............................................................9
S
K
Key Assignment..........................................................48
L
Log-in / Log-out..........................................................46
M
MIS Report Data
Output......................................................................36
MIS Report Features...................................................31
MIS Report Operation.................................................34
MIS Report Outline.....................................................31
Monitoring ..................................................................27
O
Other Features (Data Clear and Output Cancel).........42
Output Cancel .............................................................42
Output of MIS Report Data.........................................36
P
Programming by Commands ........................................6
Service Flow.................................................................3
Service Flow Details
Setting .....................................................................26
Setting on Service Flow Details..................................26
Silent Monitor.............................................................13
Specifications................................................................2
Supervisor Customization...........................................17
Supervisor Features.....................................................15
Supervisor ID
Changing.................................................................22
Supervisor Menu
Activating................................................................15
Supervisor Monitoring................................................27
System Report.............................................................40
T
Traffic Information.....................................................28
Transfer Destination Voice Number...........................11
Transferring Incoming Call Setting............................20
U
Unavailable.................................................................47
User Information Recording.......................................44
User Information Recording ID
Changing.................................................................22
R
RAD ..............................................................................7
Recording
User Information.....................................................44
Registering Agent IDs.................................................23
Report Operation
MIS..........................................................................34
Report Outline
MIS..........................................................................31
Index-2 DBS 576 (USA) issued October 2000 576-3.6-521 (ACD 4.0)
W
Waiting Call................................................................29
Work Unit Count ..................................................40, 47
Z
Zip Tone......................................................................48
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