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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
    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. 
    						
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