Lucent Technologies partner advanced communications system manual Introduction, Customer Training

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Introduction

Setup decisions for the PARTNER® Advanced Communications System (ACS) 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) and a backup of system programming is not available, the forms can be used to reprogram the system.

Identifying a System Manager

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 help to refer to the supplemental instructions on the pages that follow. For detailed information about system features, see the PARTNER Advanced 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: For system options that require programming, the forms show the name of the procedure and the programming code in the form {#NNN} (for example, Line Assignment {#301}); centralized programming procedures for individual extensions are identified by the letters {CTP} for “Centralized Telephone Programming” (for example, Line Ringing {CTP}).

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

If button features should be programmed onto users’ telephones cen- trally (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 C8.

If the customer plans to use dialing restrictions, Form D should be used to specify a list of Emergency Phone 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 External Hotline phones 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.

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

Customer Training

In the U.S., a Lucent Technologies representative will provide training at the customer’s place of business when the system is installed and programmed. (Outside the U.S., customers should contact their Lucent Technologies Repre- sentative or local Authorized Dealer for information about training.) The repre- sentative 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 cards and the Programming and Use guide To prepare for training, please tell the customer to:

Set aside approximately two hours of uninterrupted time for training on installation 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.

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

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Contents Partner Advanced Communications System Contents Customer Training IntroductionIdentifying a System Manager Filling Out Planning Forms for the CustomersWrite R if Rotary Dial Pulse Line #201 Form a Supplemental Instructions System ConfigurationCheck if Caller ID Service System LinesLine Coverage System SettingsAuxiliary Equipment System Identify Auxiliary Equipment Attached to this Extension Form B1 Supplemental Instructions System ExtensionsWrite Name/Description Identify Telephone Attached to this ExtensionLine Ringing CTP Identify Extension Settings if Different from DefaultIdentify Group Assignments Identify Restrictions/PermissionsPARTNER-6 Telephone Form C Supplemental Instructions Button Templates102234 112335 122436 132537 142638 152739 162840 172941 Intercom AutodialerPARTNER-CA48 Intercom Autodialer Example TemplatesPARTNER-34D Telephone PARTNER-18 TelephoneButton Feature Summary Extension 10 FeaturesAuto Dialing Features Account Code Entry ACEf12 Dial-Code FeaturesF18 Allowed Phone Number Lists #407 Form D Supplemental Instructions Number ListsDisallowed Phone Number Lists #404 Creating Disallowed and Allowed ListsImportant Notices Forced Account Code List #409Emergency Phone Number List #406 External Hotline #311Form E Supplemental Instructions System Speed Dial Numbers General GuidelinesSpecial Dialing Functions Alternate Trainee’s Name Form a System Configuration= 1 second on = 3 seconds on = 5 seconds on = Toggle Alert Extensions #606 Form B1 System ExtensionsMailpartner Character Codes Letters Numbers Form B2 Customized Extension Settings Distinctive Ring #308 Form B2 Customized Extension SettingsCheck Desired Features Form C1 PARTNER-34D PhoneExt Extensions programmed as shown circle choices 10 Form C2 Intercom AutodialerExt Form C3 PARTNER-18/18D PhoneExt Form C4 PARTNER-6 PhoneForm C5 MLS-34D Phone Intercom Ext Form C6 MLS-18D PhoneForm C7 MLS-12/12D Phone Form C8 MLS-6 Phone Disallowed Phone Number Lists #404 Form D Number ListsEmergency Phone Number List #406 Forced Account Code List #409 Code Name/Company Telephone Number2 Form E System Speed Dial NumbersIssue 1 January