Instructions

We suggest using this form as a training aid, to communicate to your staff how their extensions are programmed in the system. To avoid completing an entire form for each user, first use one form to fill in information that applies to everyone, photocopy enough of them for each user, and finally complete the individual forms.

All the information you need is already shown on forms A1, A2, and C, in the System Planner, and the instructions below tell you where to find the information in the Planner.

Line Assignments

and Ringing

Line...	■ Form A2: Check box next to each line
		assigned to this extension.
Description...	■	Form A1, Section 7: If you wish, describe the
		line (with a telephone number, etc...).
Use line only to... ■ Form A2 (Line Use Restrictions): Check the
		appropriate box for any restricted line.
		O	=	Place Calls (“Outgoing Calls Only”)
		I	=	Answer Calls (“Incoming Calls Only”)
		N	=	Pick Up Held/Transferred Calls (“No
				Access to Line”)
Ringing...	■ Form A2 (Line Ringing Options): Check
		appropriate box if any of the lines are
		Delayed Ring (D) or No Ring (N).

No Abbreviated

Ringing

Automatic Privacy

Call Pickup Group

Calling/Paging

Group

Outgoing Call

Restrictions

Allowed, Disallowed,

and Emergency Phone

Numbers

Night Service

Hotlines

Doorphones

Form A2: Check appropriate boxes that apply to this extension.

Form A2: Check box if extension is in any of these groups.

Form A2: Check appropriate boxes that apply to this extension.

Form C: Either show the num- bers assigned to this extension, or photocopy form C and check “see separate list.”

Form A1, section 9: if your system has Night Service and a System Password, check the first box. If your system has Night Service, but no System Password, check the second box.

Form A1, section 9: If your system has any hotline phones or door- phones, check boxes and complete

To call out...

■

Transfer Return

Rings

Transfer Return

Extensions

Outside Conference Restriction

Form A1, sections 7 and 9: If any line is Centrex or PBX, enter the dial-out code (example: “9”).

Form A1, section 9: Enter Transfer Return Rings. If there is no entry on form A1, enter a “4” (the factory setting).

Form A1, section 9: Enter Transfer Return Extension. If there is no entry on form A1, leave blank.

Form A1, section 9: If checked on form A1, check the box on this form.

Automated Attendants

charts. If you wish, include a descrip- tion (for example, “copyroom”).

Form A1, section 9: If any auto attendants will be connected to the system, indicate their extensions. Also indicate each auto attendant’s Trans- fer Return extension—that is, the extension to get calls the auto atten- dant cannot transfer because the extension or route the caller dials does not answer.