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Lucent Technologies Lucent Call Centers Little Instruction Book For Basic Administration
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 Getting started 19 Assigning user access permissions 3. Select OK. 4. Complete the appropriate text boxes in the displayed window and check Read, Write, and/or Exceptions for each item. 5. Select the + button on the toolbar or select Add from the Actions menu. NOTE: If you would like to modify access permissions that have already been assigned for a user, type the user ID in the User ID text box and select Find one from the Actions menu. The user’s assigned access permissions display. Make the changes and then select Modify from the Actions menu.
Getting started 20 CentreVu CMS user passwords Call Center Little Instruction Book for basic administration 585-210-935 Issue 1 December 1999 CentreVu CMS user passwords For system security, passwords are recommended for all CentreVu CMS user IDs (login IDs). CentreVu CMS passwords are administered from the Solaris system, but may be changed locally. This section presents guidelines for selecting a valid password, a procedure for changing it, and procedures for replacing a forgotten password. Rules for selecting a valid password The following requirements apply to password definition: nA password must have at least six characters. nA password must have at least one number or special character and at least two alphabetic characters. nWhen a password is changed, the new password must have at least three characters that are different from the previous password.
Call Center Little Instruction Book for basic administration 585-210-935 Issue 1 December 1999 Getting started 21 CentreVu CMS user passwords Changing a user’s password NOTE: To change a user’s password, you must be logged in through the CentreVu Terminal Emulator under the user ID for which you want to change the password. To change a user’s password, complete the following steps: 1. From the CentreVu CMS MainMenu, press the F3 key to select the Commands menu. The Commands menu displays. 2. Highlight Password and press Enter. The screen clears and the Enter login password prompt displays. 3. Type the current login password and press Enter. 4. Type a new password and press Enter. 5. Re-enter the new password and press Enter. When you finish entering a new password, you are automatically returned to the CentreVu CMS MainMenu.
Getting started 22 CentreVu CMS user passwords Call Center Little Instruction Book for basic administration 585-210-935 Issue 1 December 1999 Replacing forgotten passwords NOTE: Only a CentreVu CMS administrator who is working on the Solaris system through a terminal or CentreVu Terminal Emulator can replace a forgotten password. To replace a password that has been forgotten by a user, complete the following steps: 1. From the CentreVu Terminal Emulator, log in to the CentreVu CMS using the root login ID and password . 2. At the # prompt, type passwd and press Enter to prompt for a new password (where is the user ID of the user whose password you are replacing). 3. When prompted, type the new password and press Enter. 4. At the # prompt, type passwd –f and press Enter. This command requires the user to create a different password (from the one your entered the next time he/she logs in. 5. At the # prompt, type exit to log out. 6. Inform the user of the new password and then have the user log in. The user will be prompted to change the password when they log in.
Call Center Little Instruction Book for basic administration 585-210-935 Issue 1 December 1999 Managing features 23 Managing features This section includes the administrative tasks that you will most frequently need to perform in the call center. The topics included in this discussion are: nTimetables, including how to locate and edit existing timetables nScripting, including creating scripts to print reports, export report data, and schedule other operations to run automatically nAssigning Dictionary names, including creating an agent group on the CentreVu CMS nRunning reports nDefining Exceptions, including how using exception reporting can help your business and administering and activating exceptions on the CentreVu CMS nTracking ACD activity, including stroke counts, event counts, AUX reason codes, call work codes, and logout reason codes.
Managing features 24 Creating and scheduling timetables Call Center Little Instruction Book for basic administration 585-210-935 Issue 1 December 1999 Creating and scheduling timetables What is a timetable? You can use the CentreVu CMS Timetable function to schedule one or more tasks (actions) for completion at a specified time that is convenient and non-disruptive to your call center’s operation. The event(s) that runs the task(s) you create in the Timetable input window is called a timetable. The most common use of timetables is to complete redundant tasks, such as running backups on a monthly basis or running a specific report at the end of each day. !CAUTION: Because of PC-related issues, it is strongly recommended that critical activities (such as backups or changes to VDN-to-vector assignments) be scheduled through Timetable, which resides on the CentreVu CMS server.
Call Center Little Instruction Book for basic administration 585-210-935 Issue 1 December 1999 Managing features 25 Creating and scheduling timetables Things to know before you start Below are some of the points you should know before creating timetables: nYou can define up to 100 tasks for each timetable and schedule each timetable’s start time. nYou can schedule up to five timetables to run at the same time. nTimetables that fail to run will be logged to the customer error log. The List all action item on the Timetable window also displays the status of timetables. nYou cannot delete or modify a timetable for which you are not an owner. nYou must have user permissions for any of the tasks that you include in the timetable in order for the tasks to execute. Timetable input window Think of the Timetable input window as the part of the program that schedules when the action will take place (see “Scheduling a timetable”). The second part of the program is to identify what tasks will run in the timetable (see “Creating the tasks in a timetable” to learn how to assign tasks to the timetable). See the CentreVu ® Call Management System Release 3 Version 8 Administration (585-210-910) book for more detailed instructions on creating a timetable and more information on the timetable content tasks. You can access the Timetable input window from the CentreVu CMS MainMenu. At the MainMenu, press F4 to access the Keep menu, highlight Timetable, and press Enter.
Managing features 26 Creating and scheduling timetables Call Center Little Instruction Book for basic administration 585-210-935 Issue 1 December 1999 Pressing the down arrow (¯) or the Tab key moves the cursor to the next field on the Timetable input window.
Call Center Little Instruction Book for basic administration 585-210-935 Issue 1 December 1999 Managing features 27 Creating and scheduling timetables The following table defines what you should enter in each of the Timetable input window fields. Where it is helpful, an example of the entry is provided. This will help you understand what to enter in each of the fields in the Timetable input window. Field Description Timetable nameA unique name that describes the contents of the timetable. It can consist of up to 20 characters and is case sensitive Description(Optional) A description of the timetable. It can consist of up to 50 characters. User IDYour CentreVu CMS user ID. Start timeA future time that you want this timetable to begin running and continue to run based on the frequency that is selected below. The am/pm format (for example, 2:30pm) or the military format (for example, 14:30) is recommended for the time entry. Start dateA future date that you want this timetable to start running. You can use the month/day/year format (for example, 10/1/99) or a “+” offset based on today (for example, +1 indicates tomorrow). Even though the timetable may continue to run based on the Frequency category that you selected, think of the Start date as the timetable’s first day on the job or a fixed date.
Managing features 28 Creating and scheduling timetables Call Center Little Instruction Book for basic administration 585-210-935 Issue 1 December 1999 Frequency and attributes (Select only one):Once—Select when you only want the timetable to run one time. Dates—Use for monthly timetables or any specific date. For monthly timetables, type the specific day each month that you want this timetable to run (for example, 1/1/00, 2/1/00, and 3/1/00 in each individual row and field). Hourly, Stop time—Choose if you want a timetable to run each hour up to the Stop time specified. Daily—Select to run the timetable on the days specified in: Hourly/Daily, Day—Type an X next to the days you want the timetable to run. For instance, if you want a backup to run after the close of business every weekday but after the daily archiving has completed, you might select Daily as your Frequency, a start time that is after the archive start time, and Tuesday through Saturday for the Days.