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Lucent Technologies CentreVu Call Management System Release 3 Version 5 Manual
Lucent Technologies CentreVu Call Management System Release 3 Version 5 Manual
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How the Forecast System Generates Data CentreVu CMS R3V5 Forecast 585-215-825 Trunk Performance Report6-19 Trunk Performance Report6 This section includes all the algorithms used in the Trunk Performance report. Algorithm for Tru nk Performance 6 This algorithm estimates, at the busiest intervals in the specified time period, the number of trunks required to meet your objective blocking percentage. To determine the actual blocking percentage for a trunk group, CentreVuCMS uses the following algorithm: 1. Find the trunk occupancy for the trunk group in the average busy interval for the period of the report. 2. Convert the trunk occupancy into Erlangs (that is, the number of trunks that are likely to busy at any given point in time). For example, if at any point in time 8 trunks are likely to be busy, trunk occupancy is 8 Erlangs. This is the actual carried load for the busy hour and represents the trunk occupancy due to calls that actually connected to the switch. 3. Set lower and upper boundaries for offered load. The offered load is the actual carried load, plus the additional load that would have occurred if blocked calls had connected to the switch. The initial upper boundary for the offered load is set at twice the actual carried load. The initial lower boundary is set at 0. 4. Find the midpoint of the lower and upper boundaries, and use this midpoint as the offered load in Equation 1. 5. Complete the following equation to find the estimated blocking percentage P (which will be represented as a decimal between 0 and 1). (1) where a = load in Erlangs (midpoint), n = the number of trunks. 6. Complete Equation 2 to find an estimated carried load. Use the estimated blocking percentage P found in Step 5 and the offered load (midpoint) found in Step 4. carried = offered (1-P)(2) Pa n n!------ 1a k k!----- k1 n å+ ----------------------------- =
How the Forecast System Generates Data CentreVu CMS R3V5 Forecast 585-215-825 Trunk Performance Report6-20 Compare the estimated carried load found in Step 6 with the actual carried load found in Step 2. If the estimated carried load is greater than the actual carried load: a. Return to Step 3, and replace the upper boundary with the midpoint previously found in Step 4. b. Repeat Step 4 to find the new midpoint of the lower and upper boundaries. c. Repeat Steps 5 through 7. If the estimated carried load is less than the actual carried load: 7. Return to Step 3, and replace the lower boundary with the midpoint value previously found in Step 4. 8. Repeat Step 4 to find the new midpoint of lower and upper boundaries. 9. Repeat Steps 5 through 7. If the estimated carried load approximately equals the actual carried load, the estimated blocking percentage found in Step 5 is the actual blocking percentage. “Approximately equals” means that the following expression is true: difference between actual and estimated load³ .0001´estimated load Once the offered load has been found, it is used to find the number of trunks which should have been in the trunk group to meet your blocking objective. A recursive formula is used to calculate the actual probability of blocking P. where a = offered load in Erlangs, n = the number of trunks, and Pn = probability of blocking where there are n trunks. The number of trunks n starts at 0 and counts up until the actual blocking probability P becomes less than or equal to the objective blocking probability. P01.0= Pn aPn1– naP+ ------------------n1–=
Glossary CentreVu CMS R3V5 Forecast 585-215-825 GL-1 Glossary Abandoned CallA call in which a caller hangs up before receiving an answer from an agent. The call could be queued to a split or in the vector/VDN before abandoning. Access PermissionsPermissions assigned to a CMS user so that user can access different subsystems in CMS or administer specific elements (splits/skills, trunks, vectors, etc.) of the ACD. Access permissions are specified as read or write permission. Read permission means the CMS user can access and view data (for example, run reports or view the Dictionary subsystem). Write permission means the CMS user can add, modify, or delete data and execute processes. ACDSee Automatic Call Distribution. ACD CallA call that queued to a split/skill and was answered by an agent in that split/skill, or a call that queued as a direct agent call and was answered by the agent to whom it was queued. ACWSee After Call Work. After Call Work (ACW)An agent state generally representing work related to the preceding ACD call. Going on-hook after an ACD call during MANUAL-IN operation places the call in ACW. With Generic 1 and Generic 3, ACW is accessible by a key on the agents set and may not be related to an ACD call. AgentA person who answers calls to an extension in an ACD split/skill. The agent is known to CMS by a login identification keyed into a voice terminal. Agent OccupancyThe average percentage of time that you are expecting or targeting for each split/skill agent to spend, while logged in, on ACD calls and in after call work (ACW). Agent StateA feature of agent call handling. Agent states are the different call work modes an agent can be in (ACD, ACW, AVAIL, AUX, UNSTAFF, DACD, DACW, OTHER, UNKNOWN, RING). Data about these states is displayed in real-time and historical reports. See the definition of each state for additional information.
Glossary CentreVu CMS R3V5 Forecast 585-215-825 GL-2 AlgorithmA prescribed set of well-defined rules or instructions for the solution of a problem; for example, the performance of a calculation, in a finite number of steps. Expressing an algorithm in a formal notation is one of the main parts of a software program. Automatic Call Distribution (ACD)A switch feature. Automatic Call Distribution (ACD) is software that channels high-volume incoming call traffic to agent groups (splits or skills). Also an agent state where the extension is engaged in an ACD call (with the agent either talking to the caller or the call waiting on hold). Average Agent Service TimeThe average time you are expecting or targeting for each agent to spend on an ACD call, including talk time and ACW time. Average Speed of AnswerThe average time you are expecting or targeting for callers to wait in queue before connecting to an agent. BlockingUsed by the Forecast subsystem just as traffic engineers use it: to model system performance based on specified levels of accessibility to the system. This blocking objective is administered on a trunk-group-by- trunk-group basis in the Forecast subsystem. Call Handling ProfileA set of objectives describing how you want a split/skill to handle calls. Call Volume/Agents ForecastA type of forecast report which calculates the expected number of calls (forecast calls carried) and the number of agents required to handle those calls within the objectives you specified in the call handling profile. Calls CarriedThe number of inbound/outbound calls carried. Forecast uses historical data to determine the sum of the ACD and abandoned calls. See also Number of Calls Carried and Forecast Calls Carried. CentreVu™Call Management System (CMS)A software product used by business customers that have Lucent Technologies telecommunications switches and receive a large volume of telephone calls that are processed through the Automatic Call Distribution (ACD) feature of the switch. The CentreVu CMS collects call- traffic data, formats management reports, and provides an administrative interface to the ACD feature in the switch. CMSSee Call Management System.
Glossary CentreVu CMS R3V5 Forecast 585-215-825 GL-3 Cost ProfileA set of objectives describing costs and revenues used in calculating financial forecasts. Current Day ConfigurationA set of input parameters that describe how Forecast Manager is to calculate a Current Day Forecast for a specified split/skill. Current Day ForecastA forecast for today calculated by the Forecast Manager (usually in the early morning on a timetable after Daily Summarizing). Current TrendingA forecast method in which the trend of recent historical data is used to predict the forecast calls carried. See the 585-215-822, Call Management System R3V5 Custom Reports, document for more information. Data PointsDates of historical data. A data point should include data for each interval of the working day. Data WeightsData weights are used to reduce (de-emphasize) the relative importance of data in a data point used in a forecast. For example, you should leave the relative weight of each date at 10 unless you know that the data stored for a particular date is highly unusual or incorrect. Expected CallsA forecast method in which you specify the number of calls to be carried for a day, and the system distributes them into intervals based on the pattern in the historical data. Financial ForecastA Longterm Forecast which also includes financial information based on the Costs Profile you specify. ForecastForecasting is the method used to estimate, calculate, or predict, in advance, the staffing and capacity for specified time periods. With forecasting, you can predict the following: lNumber of calls you could receive during a specified time period lNumber of agents you will need to handle a specified volume of calls (for example, you can vary the input parameters for agent occupancy, average speed of answer, average agent service time, and service level to predict different needs for your call center) lNumber of required trunks you will need lTrunk performance. Forecast Calls CarriedThe sum of future ACD and abandoned calls. See also Calls Carried and Number of Calls Carried.
Glossary CentreVu CMS R3V5 Forecast 585-215-825 GL-4 Forecast Input DataThe split/skill and trunk group data collected from the historical data tables and stored in special forecast tables. (Also known as Forecast Data.) Forecast ManagerThe process which collects forecast input data from historical data, manages the forecast data, and calculates configured Current Day Forecasts. Forecast ReportsThese reports display expected call traffic and agent/trunk group requirements for your call center for a particular day or period in the future. Historical DatabaseContains intrahour records for up to 62 days in the past, daily records for up to 5 years in the past, and weekly/monthly records for up to 10 years for each CMS-measured agent, split/skill, trunk, trunk group, vector, and VDN. Hypothetical ForecastA Longterm-type Forecast which is calculated based on the Hypothetical Data which you have defined (and edited). Intraday ForecastA forecast for the remainder of today which adjusts the Current Day Forecast based on data collected so far today. Longterm ForecastA forecast for a day between today and 35 days in the future calculated on demand based on your inputs and saved forecast data. Number of Calls CarriedForecast uses historical data to determine the sum of the ACD and abandoned calls. See also Calls Carried and Forecast Calls Carried. Percent Within Service LevelThe percentage of calls that you are expecting or targeting to be answered by an agent within a specific number of seconds. ProfileAn abstraction of the behavioral objectives of some part of the system. Forecast includes profiles for call handling objectives, trunk group blocking objectives, and cost/profit objectives. Real-Time DatabaseConsists of the current and previous intrahour data on each CMS- measured agent, split, trunk, trunk group, vector, and Vector Directory Number (VDN). Seasonal TrendingA forecast method which scales the average number of calls in recent historical data with the trend present in the seasonal data to predict Forecast Calls Carried.
Glossary CentreVu CMS R3V5 Forecast 585-215-825 GL-5 Special Day ForecastA forecast for an unusual day (for example, a holiday) based on specially saved historical data. Top SkillAn agent’s top skill is the agent’s highest-level, first administered skill. If the agent has no other skills at that same level, then the top skill represents that skill for which it is most likely that the agent will take calls. Tr e n di n gUsed in forecasting. The overall direction of change in call volume over time. Trending may be figured from seasonal data or current data. Trunk Blocking ProbabilityUsed in forecasting. The percent chance that a call coming in on a trunk group will be blocked at the central office because no trunks in the trunk group are available. This caller receives a busy signal. Trunk Group ProfileAn objective for a specified trunk group describing a percentage of trunk blocking that is acceptable. Trunk PerformanceA forecast calculating actual trunk blocking based on historical data. This is determined by projecting the number of trunks that should have been in the trunk group to handle that call volume given your objective for blocking in the trunk group profile.
Glossary CentreVu CMS R3V5 Forecast 585-215-825 GL-6
Index CentreVu CMS R3V5 Forecast 585-215-825 IN-1 Index A Agent Occupancy, Definition . . . . . . . . . . . 1-4 Agent Positions Required Report Agent Positions Required Input Window. . . . 4-4 Agent Positions Required Report Description . 4-7 Agent Positions Required Report Example . . 4-6 Algorithm. . . . . . . . . . . . . . . . . 6-14, 6-16 Guidelines . . . . . . . . . . . . . . . . . . . 4-3 Algorithms, Forecast Agent Positions Required . . . . . . . . . . . 6-16 Current and Seasonal Data Points. . . . . . . 6-2 Definition. . . . . . . . . . . . . . . . . . . . 1-4 Estimated Margin . . . . . . . . . . . . . . . 6-15 Forecast Calls Carried . . . . . . . . . . . . . 6-7 Forecast Calls Carried - Current Trending. . . 6-10 Forecast Calls Carried - Expected Calls.6-11, 6-13 Forecast Calls Carried - No Trending . . . . . 6-8 Forecast Calls Carried - Seasonal Trending. . 6-9 Forecast Calls Carried Intraday . . . . . . . . 6-12 Number of Agents Required . . . . . . . . . . 6-14 Special Day Forecast Calls Carried . . . . . . 6-13 Trunk Performance. . . . . . . . . . . . . . . 6-19 Trunks Required . . . . . . . . . . . . . . . . 6-17 Average Agent Service Time, Definition . . . . . 1-4 Average Speed of Answer, Definition. . . . . . . 1-4 B Blocking Percentage, Definition. . . . . . . . . . 2-25 C Call Carried, Definition . . . . . . . . . . . . . . 1-4 Call Handling Profiles Administration Call Handling Profiles Window. . . . . . . . . 2-8 Definition. . . . . . . . . . . . . . . . . . . . 1-4 Split/Skill Forecast Objectives . . . . . . . . . 2-6 Start-Up Tasks. . . . . . . . . . . . . . . 1-9, 2-1 System Prerequisites . . . . . . . . . . . . . 2-8 Call Volume/Agent . . . . . . . . . . . . . . . . 3-1 Call Volume/Agents Forecast Guidelines . . . . . . . . . . . . . . . . . . . 3-1 Call Volume/Agents Forecast Reports . . . . . . 3-1 Algorithms . . . . . . . . . . . . . . . . . . . 6-1 Current Day Forecast . . . . . . . . . . . 3-1, 3-5 Definition. . . . . . . . . . . . . . . . . . . . 1-4 Hypothetical Financial Forecast . . . . . . . . 3-58 Hypothetical Forecast . . . . . . . . . . . . . 3-51 Intraday Forecast . . . . . . . . . . . . . . . 3-28 Longterm Forecast. . . . . . . . . . . . 3-1, 3-12 Special Day Forecast . . . . . . . . . . 3-1, 3-35 Calls Carried - in Forecasting Definition. . . . . . . . . . . . . . . . . . . . 1-4 Controlling Forecast Results . . . . . . . . . . . 1-4Costs Profiles Administrati. . . . . . . . . . . . . 1-4 Costs Profiles Administration Costs Profiles Window . . . . . . . . . . . . 2-21 Definition . . . . . . . . . . . . . . . . . . . 2-20 Guidelines . . . . . . . . . . . . . . . . . . 2-20 Start-Up Tasks . . . . . . . . . . . . . . . 1-9, 2-1 Current Day Configuration Administration Current Day Configuration Window. . . . . . 2-16 Definition . . . . . . . . . . . . . . . . . . . 2-14 Guidelines . . . . . . . . . . . . . . . . . . 2-15 Start-Up Tasks . . . . . . . . . . . . . . . 1-9, 2-1 System Prerequisites. . . . . . . . . . . . . 2-16 Current Day Report Current Day Forecast Report Description . . . 3-9 Current Day Forecast Report Example. . . . . 3-8 Current Day Input Window . . . . . . . . . . . 3-6 System Prerequisites. . . . . . . . . . . . . . 3-6 Current Trending In Forecast Calls Carried Algorithm . . . . . 6-10 D Data Points, Forecast . . . . . . . . . . . . . . . 1-5 Definition . . . . . . . . . . . . . . . . . . . . 1-5 One Day Apart . . . . . . . . . . . . . . . . . 1-5 One Week Apart . . . . . . . . . . . . . . . . 1-6 Data Storage Allocation Administration Data Storage Allocation Window . . . . . . . . 2-3 Guidelines . . . . . . . . . . . . . . . . . . . 2-2 Start-Up Tasks . . . . . . . . . . . . . . . 1-9, 2-1 System Prerequisites. . . . . . . . . . . . . . 2-3 Data Used For Split/Skill Forecasts . . . . . . . . 1-4 Data Weights, Definition. . . . . . . . . . 3-15, 3-61 Dictionary, Forecasting . . . . . . . . . . . . . 1-15 E Edit and View Hypothetical Data Change Interval Length of Hypothetical Data. 3-46 Edit Values Window . . . . . . . . . . . . . 3-45 Guidelines . . . . . . . . . . . . . . . . . . 3-44 System Prerequisites. . . . . . . . . . . . . 3-44 Estimated Margin Algorithms . . . . . . . . . . . . . . . . . . 6-15 Expected Calls In Forecast Algorithm. . . . . . . . . . . . . 6-11 In Special Day Forecast Algorithm . . . . . . 6-13 F Financial Report Financial Forecast Report Example . . . . . 3-25 Financial Input Window. . . . . . . . . . . . 3-21 System Prerequisites. . . . . . . . . . . . . 3-21 Forecast Calls Carried Algorithm For Intraday Forecasts. . . . . . . 6-12
Index CentreVu CMS R3V5 Forecast 585-215-825 IN-2 Algorithm For Special Day Forecasts . . . . . 6-13 Algorithms . . . . . . . . . . . . . . . . . . . . 6-7 Definition. . . . . . . . . . . . . . . . . . 1-4, 3-1 Forecast Methods . . . . . . . . . . . . . . . . 6-7 Forecast Manager Administration Forecast Manager Window . . . . . . . . . . 2-31 Guidelines . . . . . . . . . . . . . . . . . . . 2-29 Start-Up Tasks. . . . . . . . . . . . . . . . . . 1-9 System Prerequisites . . . . . . . . . . . . . 2-30 Forecast Menus Administration Forecast Submenu. . . . . . . 1-12 Hypothetical Data Forecast Submenu. . . . . 1-13 Hypothetical Forecast Submenu. . . . . . . . 1-12 Report Forecast Submenu. . . . . . . . . . . 1-12 Forecast Methods Expected Calls. . . . . . . . . . . . . . . . . . 1-8 No Trending Definition. . . . . . . . . . . . . . 1-8 Seasonal Trending Definition . . . . . . . . . . 1-8 Forecast Reports, Guidelines. . . . . . . . . . . . 1-4 Forecast Terminology. . . . . . . . . . . . . . . . 1-4 Forecasting Agent Positions Required Report . . . . . . . . 4-3 Call Handling Profiles Administration . . . . . . 2-6 Costs Profiles Administration . . . . . . . . . 2-20 Current Day Configuration Administration. . . 2-14 Current Day Report . . . . . . . . . . . . . . . 3-5 Description of Forecasting. . . . . . . . . . . . 1-1 Financial Report . . . . . . . . . . . . . . . . 3-20 Guidelines . . . . . . . . . . . . . . . . . . . . 1-4 How Forecasting System Works. . . . . . . . . 6-1 Hypothetical Data . . . . . . . . . . . . . . . 3-41 Hypothetical Financial Report . . . . . . . . . 3-58 Hypothetical Report . . . . . . . . . . . . . . 3-51 Intraday Report . . . . . . . . . . . . . . . . 3-28 Longterm Report. . . . . . . . . . . . . . . . 3-12 Purpose of Forecasting . . . . . . . . . . . . . 1-2 Relationships to Other Subsystems . . . . . . 1-14 Special Day Report . . . . . . . . . . . . . . 3-35 Special Days Administration. . . . . . . . . . 2-38 Trunk Group Profile Administration . . . . . . 2-25 Trunk Performance Report . . . . . . . . . . . 5-1 Trunks Required Report . . . . . . . . . . . . . 4-8 Types of Forecasts . . . . . . . . . . . . . . . 1-3 H Hypothetical Data Copy Historical Data. . . . . . . . . . . . . . 3-42 Copy Historical Data Window . . . . . . . . . 3-43 Edit and View Hypothetical Data. . . . . . . . 3-44 Guidelines . . . . . . . . . . . . . . . . . . . 3-42 Setting Up . . . . . . . . . . . . . . . . . . . 3-41 System Prerequisites . . . . . . . . . . . . . 3-42Hypothetical Financial Report Financial Report Input Window. . . . . . . . . 3-59 Hypothetical Financial . . . . . . . . . . . . . 3-62 Hypothetical Financial Forecast Report Example . 3-63 System Prerequisites. . . . . . . . . . . . . . 3-59 Hypothetical Report Hypothetical Forecast Report Description . . . 3-56 Hypothetical Forecast Report Example . . . . 3-55 Report Input Window. . . . . . . . . . . . . . 3-52 System Prerequisites. . . . . . . . . . . . . . 3-52 I Intraday Report Definition . . . . . . . . . . . . . . . . . . . GL-4 Intraday Forecast Report Description . . . . . 3-33 Intraday Forecast Report Example. . . . . . . 3-32 Intraday Input Window . . . . . . . . . . . . . 3-30 System Prerequisites. . . . . . . . . . . . . . 3-29 L Longterm Report Guidelines . . . . . . . . . . . . . . . . . . . 3-12 Longterm Forecast Report Example . . . . . . 3-17 Longterm Report Input Window . . . . . . . . 3-13 System Prerequisites. . . . . . . . . . . . . . 3-12 N No Trending In Forecast Calls Carried Algorithm . . . . . . 6-8 P Percent With Service Level, Definition . . . . . GL-4 Preface Organization of This Document . . . . . . . . P-2 R3V2 CMS Publications . . . . . . . . . . . . P-2 R Requirement Forecast Reports . . . . . . . . . . 4-1 Agent Positions Required Report. . . . . . 4-1, 4-3 Trunks Required Report . . . . . . . . . . 4-1, 4-8 S Seasonal Trending In Forecast Calls Carried Algorithm . . . . . . 6-9 Shortcuts, Forecasting . . . . . . . . . . . . . . 1-15