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Lucent Technologies Lucent Call Centers Little Instruction Book For Basic Administration

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    							Call Center Little Instruction Book
    for basic administration  585-210-935  Issue 1
    December 1999
    Keeping records 
    79  
    Keeping records 
    Detailed records are vital in helping the system administrator optimize 
    system operations. This section provides information on where to locate call 
    center records and offers logs for you to use to record, manage, and organize 
    your records.
    Refer to the DEFINITY System’s Little Instruction Book for basic 
    administration (555-230-727) for guidelines on keeping records on your 
    DEFINITY ECS.
    Tip:
    Keeping your records current and accurate will assist people who fill 
    in for or replace system administrators and provide a speedy recovery 
    for outages in system performance.
    The topics included in this discussion are:
    nElectronic system records
    nRecording system information
    nBefore you contact Lucent Technologies for support. 
    						
    							Keeping records 
    80 Electronic system records 
    Call Center Little Instruction Book
    for basic administration  585-210-935  Issue 1
    December 1999
    Electronic system records
    Many of your call center records are stored electronically and can be 
    accessed from the CentreVu CMS.
    Call center administration records
    Below is a list of the call center records that can be accessed from the Call 
    Center Administration selector window in CentreVu Supervisor.
    nCall Work Codes — Number(s) assigned to track a particular call 
    type or activity.
    nSplit Parameters (switches without Vectoring) — Delay time for 
    prerecorded announcements, inflow and outflow queue thresholds, 
    and intraflow type for the split.
    nTrunk Group Assignments — The VDNs or non-vector controlled 
    splits (or splits for systems without vectoring) your trunk groups are 
    assigned to.
    nTrunk Group Members (accessed from the Reports tab) — Trunk 
    group members and their equipment locations for a particular trunk 
    group.
    nVDN Assignments — VDNs and the vectors they are assigned to.
    nVDN Skill Preferences (Expert Agent Selection (EAS) systems) — 
    The current skill preference VDN assignments.
    nVector Configuration (accessed from the Reports tab) — The trunk 
    groups and VDNs that are associated with specific vectors (and the 
    skill preferences assigned to the VDNs for EAS systems). 
    						
    							Call Center Little Instruction Book
    for basic administration  585-210-935  Issue 1
    December 1999
    Keeping records 
    81 Electronic system records 
    Agent administration records
    Call center records for the following lists are accessed from the Agent 
    Administration selector window in CentreVu Supervisor.
    nAgent Skills (EAS systems) — Lists an agent’s current skill 
    assignments, along with the associated skill type or skill level.
    nExtension Split Assignments — The split where the extension is 
    currently assigned. 
    nSplit Members (accessed from the Reports tab) — Lists the selected 
    splits in numerical order, each split’s assigned name (if applicable), 
    and the extensions that are assigned to the split (if any are assigned).
    User permissions records
    User permissions records for user IDs can be accessed from the User 
    Permissions selector window in CentreVu CMS.
    nUser IDs — Login IDs, default printer name, login type (Normal or 
    Administrator), maximum number of open windows, minimum 
    refresh rate for real-time reports, and the default login ACD for each 
    user.
    CMS system setup records
    Below is a list of CMS system setup records that can be accessed from the 
    CMS System Setup selector window in CentreVu Supervisor.
    nSwitch Setup — Switch type, switch release, purchased CentreVu 
    CMS release and version, CentreVu CMS load designation, and 
    CentreVu CMS administrable switch features (such as Call 
    Vectoring, Call Prompting, and EAS) assigned during installation. 
    						
    							Keeping records 
    82 Electronic system records 
    Call Center Little Instruction Book
    for basic administration  585-210-935  Issue 1
    December 1999
    Maintenance records
    Below is a list of maintenance records that can be accessed from the 
    Maintenance selector window in CentreVu Supervisor.
    nACD Status — Call center items that CentreVu CMS is measuring 
    (such as the number of splits/skills, agents logged in, trunk groups, 
    trunks, VDNs, and vectors).
    nConnection Status — Data link monitoring between the CentreVu 
    CMS processor and the switch. 
    						
    							Call Center Little Instruction Book
    for basic administration  585-210-935  Issue 1
    December 1999
    Keeping records 
    83 Recording system information 
    Recording system 
    information
    The logs in this section can be used by the system administrator as a quick 
    and easy reference of the CentreVu CMS components that are vital to the 
    operation of your call center. We recommend that you complete each of 
    these logs when the system is installed, update them as you upgrade the 
    system, and refer to them as needed for system support. 
    CentreVu CMS server log
    Model of the CentreVu CMS server
    Location of the CentreVu CMS 
    server
    Dial up telephone number to the 
    CentreVu CMS server 
    						
    							Keeping records 
    84 Recording system information 
    Call Center Little Instruction Book
    for basic administration  585-210-935  Issue 1
    December 1999
    Recovery kit and software log
    The Recovery kit consists of CentreVu CMS software and backups that are 
    imperative to a speedy recovery of your system in the event of a system 
    outage. The Sun software listed may vary depending on the release and 
    version your CentreVu CMS server operates under and should be stored with 
    the Recovery kit.
    CMS Recovery kit software list:Ö
    Where is it securely 
    located?
    Latest cmsadm backup tapes
    Latest full (and incremental) maintenance 
    backup tapes
    CentreVu CMS Load CD ROM (used for the last 
    upgrade and any CentreVu CMS update 
    CD ROMs used at the same time)
    CMS Supplemental Services
    Patching CDs and tapes
    Required software list for Sun platform:Ö
    Where is it securely 
    located?
    INFORMIX ESQL 9.14
    INFORMIX ILS 2.11
    INFORMIX SE 7.22
    Network Terminal Server (optional)
    Solaris Easy Access Server 2.0
    (Online DiskSuite 4.2)
    Solaris 7 software, dated 3/99
    SunLink X.25 Network Interface 9.1 (optional) 
    						
    							Call Center Little Instruction Book
    for basic administration  585-210-935  Issue 1
    December 1999
    Keeping records 
    85 Recording system information 
    Terminal and PC log
    Use the following form to track all of the terminals and PCs that are used to 
    access the CentreVu CMS.
    Terminal/PC 
    location or user
    Terminal/PC type
    Terminal/PC port 
    connection 
    number (if serial) 
    PC CentreVu 
    Supervisor 
    connection 
    options 
    						
    							Keeping records 
    86 Recording system information 
    Call Center Little Instruction Book
    for basic administration  585-210-935  Issue 1
    December 1999
    Printer log 
    Use the following form to track all of the printers that are connected to serial 
    ports for printing CentreVu CMS information and reports.
    Printer location 
    or user
    Printer modelPrinter name 
    Printer port 
    connection 
    number  
    						
    							Call Center Little Instruction Book
    for basic administration  
    585-210-935  Issue 1
    December 1999
    Index 
    87  
    Index
    A
    ACD Access,17
    action list
    timetable
    ,29
    adding tasks to timetable,33
    administering and activating 
    exceptions
    ,47
    administering service observing,54
    agent,53
    agent group
    remove agent
    ,44
    agent groups
    creating
    ,44
    agent skills,81
    agent trace,40
    assigning Dictionary names,42
    automatic backup,77
    automatic scripts,35
    administrative preparations,36
    automating backups,77
    AUX reason codes,49
    B
    backup,5
    Backup procedures,70
    backups
    automating
    ,77
    checking status,75
    console messages,75
    error messages,75
    full maintenance,69
    incremental maintenance,69
    backups, (continued)
    labeling tapes
    ,76
    maintenance-backup data 
    window
    ,72
    running a cmsadm backup,73
    running a full maintenance 
    backup
    ,70
    status messages,75
    tape management,76
    tape rotation,76
    tape storage,76
    books
    how to order more copies
    ,xx
    online,xix
    bridged observers,61
    Button/Feature Button Assignment,56
    C
    call center description,2
    call center management systems,2
    call center records,80
    call work codes,50, 80
    CentreVu Supervisor
    logging into CMS
    ,4
    logging out of CMS,6
    scripts,35
    CentreVu Supervisor features
    menu bar
    ,9
    status bar,8
    toolbar,8
    CentreVu Terminal Emulator
    logging into CMS
    ,5
    logging out of CMS,6
    CentreVu Terminal Emulator 
    features
    ,10
    checking backup status,75
    Class of Restriction form,55 
    						
    							Index 
    88  
    Call Center Little Instruction Book
    for basic administration  
    585-210-935  Issue 1
    December 1999
    CMS
    assigning user ID
    ,13
    backups,68
    changing a user’s password,21
    logging in through CentreVu 
    Supervisor
    ,4
    logging out through CentreVu 
    Terminal Emulator
    ,6
    records,81
    recovery kit and software log,84
    replacing forgotten passwords,22
    server log,83
    system setup records,81
    user passwords,20
    user permissions,8, 16
    cmsadm backup,5, 73
    commands
    shut down and restart
    ,73
    console messages,75
    contacting Lucent,xxii
    COR,55
    create vectors,18
    creating a script to activate an agent 
    trace
    ,40
    creating agent groups,44
    creating timetable tasks,31
    Customer-Options System Parameters 
    form
    ,55
    CWC,50
    D
    Data Collection
    on for exception reports
    ,48
    data collection
    on during backup
    ,73
    data gathering,48
    deactivating service observing,59
    defining exceptions,47
    Dictionary
    add a name
    ,43
    assigning names,42
    creating agent groups,44
    definition,42
    E
    edit vectors,18
    electronic system records,80
    error messages,75
    event counts,49
    exceptions
    defining
    ,47
    Expert Agent (EAS),56
    exporting data using scripts,39
    extension split assignments,81
    F
    FAC,56
    Feature Access,17
    Feature Access (FAC) form,56
    feature doesn’t display,17
    Feature-Related System Parameters 
    form
    ,56
    full maintenance backup,5
    H
    help,11, 12
    numbers to call,xxi 
    						
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