22Assigning Agent IDs | AT&T 999-501-149 instruction

Prompt: Add AGENT: Last Name:

First:ID:

Action: 1 Make entries in these fields as follows:

Last name: up to 12 letters, numbers, or special characters such as * o r #

First: up to 8 letters, numbers, or special characters

ID: up to 5 letters, numbers, or special characters

Remember, each ID must be unique. The IDs appear on the screen in uppercase letters, even if you enter lowercase ones.

2 Press [ F8 ] (labeled “Enter Data”).

[ F2 ] Remove Agent. Use this function key to delete an agent from the Agent Directory. To help you avoid removing an agent by accident, CMS prompts you to confirm your request.

If you have been managing calls and recording historical data for an agent, removing the agent may delete the agent’s historical data. If you have any historical reports that have not yet been printed, print them before you remove the agent. Otherwise, you may lose the data for that agent. If you are archiving the historical data, be sure to copy the system tables as well as the data files. For more information, see Section 8, “Archiving Data.”

Prompt:

Action:

REMOVE AGENT: ID:

1Enter the ID of the agent to be removed.

2When the confirmation prompt appears, type y to confirm your request or n to deny it.

3Press [ F8 ] (labeled “Enter Data”).

[ F3 ] Change Agt Info. Use this function key to change an agent’s last name or first name. (To change an agent’s ID, remove the agent and then add the agent with a different ID.)

Prompt: CHANGE AGENT INFO: ID:

Last Name:

First:

Action: 1 Enter an agent ID.

2Move to the field(s) you want to change. Leaving either name field blank means that information won’t be changed in the Agent Directory.

3When you finish editing, press [ F8 ] (labeled “Enter Data”).

[ F5 ] Next/Prev Page. If the Agent Directory contains more than 30 agents, [ F5 ] is labeled “Next Page”. Pressing this key allows you to look at the second page of agent information. When the second page of agent information is being displayed, [ F5 ] is labeled “Previous Page”, and pressing it accesses the first page of the Agent Directory. This key appears only if there are two pages (more than 30 agents) in the Agent Directory.

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AT&T 999-501-149 system manual 22Assigning Agent IDs

Contents

Merlin lI 1988 AT&T Issue All Rights Reserved Contents Generating Reports CMS USER’S Card How to Use the CMS Documents What’s in This Manual This italic typeface represents a Merlin II system response Documentation Conventions Overview Key Concepts Key Concepts 4Key Concepts Bon Voyage Travel’s CMS Special Line Group Typical CMS Application 6A Typical CMS Application Businesses CMS and Other Key Facts and Considerations External Alerts Merlin II System Installation and Administration ManualLine Group and Agent Split Considerations CMS Enhancements Hardware Considerations Software Considerations Duplicating the CMS Diskette Duplicating the CMS Diskette Duplicate 4Duplicating the CMS Diskette Duplicate Installing the Software Installing the CMS Software Starting the CMS Program Automatically SET the Date Setting the Time and Date SET the Time Agent Splits Using Your PC with CMS Entering and Editing Data 10Using Your PC with CMS ACW Entering Data AT PromptsLine Group Options Call Flow Entering Data Press To move Using the Help Editing DataScreens Select Administration Function Administration Menu A map of CMS administration screens CMS Start Administering CMSGetting Started Main Menu 4Getting Started Line group Main split Secondary split Building or Editing Shift Configurations Screen ConfigurationsStored Shift Configurations USE the Stored Shift Configuration Editing a Shift Configuration Agent Splits Line Group Options Suppt Administering Splits 10Building or Editing Shift Configurations Prompt ActionMake entries in these fields as follows Answer Delay Administering Line Group Options Force Delay Automatic AfterCALL-WORK ACW 14Building or Editing Shift Configurations Administering Call Flow All-Ring Config On/Off Screen Administer Call Flow or ALL-RING Operation Prompt SET Intraflow Threshold Split # Threshold seconds Clearing a Configuration Returning to Other Screens Saving an Edited Changed Configuration Selecting a Startup Configuration Renaming a Shift Configuration Using the Agent Directory Screen Assigning Agent IDsAgent Directory 22Assigning Agent IDs Assigning Agent IDs 24Administering Lines and Line Groups Administering Lines and Line Groups Administer Lines and Line Groups Administer Lines and Groups 26Administering Lines and Line Groups Prompt Change Priority Line ID Service Level Limit Abandoned Call Threshold Setting Options SET Options Audible Alarm ZET Options Selecting Exceptions Instructions for Selecting Exceptions Exception Settings Assigning External Alerts to Exceptions 34Selecting Exceptions Selecting Exceptions Changing or Removing Line Button Assignments Oldest Call ON/OFF? Exceptions Selecting Agent Exceptions Talk Time Selecting Split Exceptions Exception Type on or off to turn this exception on or off. PressF6 labeled Next Field to keep the current value 42Selecting Exceptions Selecting Line Group Exceptions Administer a Line Group Exception Summary Checklist External Alert Checklist 46Selecting Exceptions Copy Shift Configurations Backing Up Shift Configurations 48Backing Up Shift Configurations Overview Map of the screens for call management Administator/Supervisors Responsibilities Line Buttons Auto Intercom Buttons Attendant Console Touch Intercom-Voice Group 6The Attendant Console Merlin II System Display Console 8Startup Procedures Startup Procedures Startup Procedures Initialization Complete ... Ready for Input Startup Procedures Requirements Making Agents Available for CMS CallsAgents Voice Terminal Button Available State AFTER-CALL-WORKState LOGIN/LOGOUT CALL-WORK StateSupervisory Monitoring Call Management Using the System Status Screen Split Information System Status Line Group Information Monitoring Call Management Record of Calls Received during Current How’ Key to System Status DataLine Group Information Split Information Current Status of Agents and of Waiting Calls Split Status Information Split 1 Pers Using the Split Status Screens 20Monitoring Call Management Agent Summary Line Key to Split Status DataAgent Status Individual Agents Line Status Using the Line Status ScreenSplit Status Call Flow Change Priority Line ID Line Key to Line Status DataLine Status Line Group Summary Time Date Event Using the Events Log Screen 26Monitoring Call Management Dynamic Reconfiguration Beginning Dynamic Reconfiguration Reconfiguring Splits F2 Remove Agent Changing Answer Delay, Force Delay, or Auto ACW Pers Example Prompt Answer Delay Group Letter How Many Seconds Connect directly to the message Answer Force T o E l a y Delay 36Dynamic Reconfiguration Bottom of the screen. Refer to the following example Automatic ACW To change Auto ACW for any line group, respond to the prompt Reconfiguring Call Flow 40Dynamic Reconfiguration Prompt Change ALL-RING Operation Split # Using the Stored Shift Configurations Screen Save Configuration Replace Contents of Config # NAME? Y/N 44Dynamic Reconfiguration Selecting Day or Night Service If you typed y to change mode, the prompt line reads Voyage Travel ADMINISTRATOR’SDay-to-Day Operation of CMS Activities AT BON 48Day-to-Day Operation of CMS Overview Analog Voice Terminal Merlin II System Voice Terminal BIS-10 AT&T 7406 Digital Voice Terminal Digital Voice Terminal Selecting a Voice Terminal for Your Agents Line ButtonsPooled System Manual Signaling and Auto Intercom Buttons Square SystemAuto Intercom Buttons Manual Signaling 6Selecting a Voice Terminal for Your Agents Merlin II System Manual Programming a Voice TerminalBasic Programming Instructions Programming Feature name Codes Programming Feature name Code For Available Announcing Availability for CMS CallsAvailable and ACW Buttons CMS work state Available button light ACW button light Light next to ACW goes on Touch AvailableLight next to Available goes on After-Call-Work State With the previous CMS call Agent is automatically connected to the CMS call Using Merlin II System Features with CMS Placing Intercom Calls Lights Line status Touch Conference Manual Signaling ButtonsTouch Intercom-Ring Touch Intercom-Ring or Intercom-Voice Auto Intercom Buttons Transferring Calls to Another Split Touch TransferTransferring Calls to a Person in the Merlin II System Transferring Calls with Voice Announcement Touch Transfer Touch Intercom-VoiceAgent is automatically connected to the incoming call Programming Types of RingingSounds Type of call Sound of ring Red light next to Line button goes off Touch Select RingYou hear the voice terminal’s current ring Ringing Options Overview Types of CMS Reports Agent Split Summary Daily Agent SplitM M a R Y Daily ACD Calls Other Daily CallsAdditional Data Split Report Cumulative Agent Split SummaryDaily Split Summary Typical Daily Split Report appears below ACD Calls Types of CMS Reports Typical Cumulative Split Report By Day appears below Cumulative Split Report by Hour Typical Cumulative Split Report by Hour appears below Group D Corp Line Group Report ACD Calls Other Calls Report by DAY Additional Data forDaily Calls Cumulative Line Group Cumulative Line Group Report by Hour Events Log Report Types of CMS Reports Report Menu How to Generate Reports Print Split Report How to Generate Reports Print Split Reports Summary on Generating Individual Reports Generating Events Log Report Shows the locations of the directories and files CMS uses Transferring Historical Data Onto Diskettes Copying the System Tables File Copying Historical Data FilesErasing Files from the Hard Disk Saving the Current System Tables Copying the Historical System TablesCopying the Historical Data Files Restoring the Current System Tables Restoring Data Collection ConditionsGenerating Reports Erasing the Historical Data from the Hard Disk Overview Possible cause Corrective action Startup ProblemsError Messages ERROR-No Lines in CMS. Administer Lines Started Guide for the Call Management ERROR-No Configuration Found. Administer SystemERROR-CMS Card Faulty or Not Found. CMS Cannot Manage Calls Described in the lnstallation and Getting Status lndicator CU 1 flashing ERROR-CU 1 Faulty or Disconnected. CMS Cannot Manage CallsCommunications System with Feature Module Installation and Administration Manual Status Indicator CU 6Startup Problems Possible cause Data Status Indicator LoStorageStatus Indicator NoStorage Status Indicator MSG Status Indicator Don’tPrtSc Status Indicator CU 1 flashing Call Management Problems Call Management Problems Described in the Installation and Getting Installation and Getting Started Guide for the call CMS in the Merlin II Comunications SystemManagement System System Errors What They MeanWhat to do Voice Announcement Unit Problems External Alert Problems Status Indicator Don‘tPrtSc Printer Problems Report ABORTED-Printer Not Ready Agent Problems Agents are touching the ACW button after they hang up Lines not set to No Ring Set lines to No Ring What YOU should have What YOU should Know What YOU should do Managing Calls if CMS is Disabled Pooled System Dial Access Pooled System Button Access 24Managing Calls if CMS is Disabled Overview F9 F10 Quick Reference Guide to Your PC Keyboard Prompt Using the Keys Quick Reference Guide to Entering and Editing DataPress Do this Configure Splits Quick Reference Guide to Dynamic Reconfiguration Map of Screens for CMS Administration Map of Screens for CMS Administration Name Map of Screens for Call Management Overview G-1 ACD CMS Terms CMS Terms G-3 4CMS Terms CMS Terms G-5 6CMS Terms CMS Terms G-7 CMS Status Screens System Status ScreenLine Group Information CMS Status Screens G-9 ASA Split Status Screen Split Status Call Flow Information Line Status Screen 14CMS Status Screens Daily Agent Split Summary CMS Reports ACD Calls Avg After Call Daily Split Report Cumulative Agent Split Summary Other Calls Cumulative Split Report By Day or Hour XFR Calls Daily Line Group Report BUSlEST Hours Cumulative Line Group Report by day or hour CMS Index 2Index