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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
    Managing features 
    29 Creating and scheduling timetables 
    In the upper-right corner of the Timetable input window is the Action List. 
    Below is a description of the events that occur for each of the actions 
    available on the Timetable input window.
    Action Description
    AddUse to create a timetable. 
    NOTE:
    When Add is selected, the CentreVu CMS 
    MainMenu is displayed with Keeping Entries 
    populated on the bottom of the border to indicate that 
    the timetable tasks are being recorded.
    CopyCopies an existing timetable and all of its contents.
    DeleteDeletes a timetable and all of its contents.
    Find one Searches for entries that match the values populated in the 
    timetable input window fields.
    Get contents Lists the tasks that are associated with a timetable.
    List all Brings up a secondary window that lists all of the 
    timetables that match the values that are populated in the 
    Timetable input window fields.
    Modify Updates the database entry on the timetable window to 
    reflect the new data entries.
    Next Displays the next match found after selecting Find one.
    Previous Displays the previous match found after selecting Find one. 
    						
    							Managing features 
    30 Creating and scheduling timetables 
    Call Center Little Instruction Book
    for basic administration  585-210-935  Issue 1
    December 1999
    Scheduling a timetable
    Creating a timetable is a two-part process. The first part schedules when the 
    event will take place and the second part distinguishes what tasks or actions 
    will occur.
    NOTE:
    To exit the timetable creation process at any time without saving any 
    changes, select Stop from the Keep menu (accessed by pressing the F4 
    key), and then answer n
     to the save changes acknowledgment.
    To create a timetable and schedule how frequently the timetable will 
    process, complete the following steps:
    1. Access the CentreVu CMS MainMenu through CentreVu Te r m i n a l  
    Emulator.
    2. Press F4 to select the Keep menu.
    3. Highlight Timetable and press Enter.
    4. Type a unique name
     that describes the contents of your timetable in 
    the Timetable name field. 
    5. Type a description
     of the timetable in the Description field 
    (optional).
    6. Type your user ID
     in the User ID field.
    7. Type the time
     that you want the timetable to start running in the 
    Start time field. 
    8. Type the date
     that you want the timetable to start running in the 
    Start date field. 
    9. Type an x 
    next to one of the Frequency categories to define how 
    often the timetable will run.
    Once you make your selection for all of the fields in the Timetable input 
    window, the system knows when you want the timetable to run and the first 
    part of creating a timetable is complete. 
    						
    							Call Center Little Instruction Book
    for basic administration  585-210-935  Issue 1
    December 1999
    Managing features 
    31 Creating and scheduling timetables 
    Creating the tasks in a timetable
    Now you need to complete the second part of the timetable. This involves 
    assigning the tasks that are contained in the contents of the timetable and 
    will run at the scheduled time. 
    To add tasks to a timetable, complete the following steps:
    NOTE:
    These steps assume that you are continuing this task from the previous 
    section, “Scheduling a timetable.”
    1. Press Enter to move to the Actions menu.
    2. Highlight Add and press Enter to save the basic timetable 
    information and proceed to adding tasks to the timetable.
    If all of the entries on the window are valid, then Successful appears 
    on the Timetable input window status line and the CentreVu CMS 
    MainMenu is displayed. 
    3. From the CentreVu CMS MainMenu, highlight the task (using 
    normal menu selection rules) that you want to schedule on the 
    timetable. 
    The status line at the bottom of the CentreVu CMS MainMenu 
    shows Keeping Entries, indicating that the actions or tasks you select 
    are being recorded.
    4. Complete the required field entries on the user window, and then 
    select an action list item.
    When each action list selection is made and validated, Entries Stored 
    is displayed on the status line of the current user window.
    5. Repeat entering the required field entries on each of the user 
    windows and action list selections for each task you want to schedule 
    in this timetable. 
    						
    							Managing features 
    32 Creating and scheduling timetables 
    Call Center Little Instruction Book
    for basic administration  585-210-935  Issue 1
    December 1999
    6. When you are finished adding tasks to this timetable, press F4 to 
    select the Keep menu, highlight Stop, and press Enter.
    An Acknowledgment window is displayed.
    7. Select y 
    and press Enter to save the tasks that are contained in the 
    timetable.
    8. Press the F5 key to select Exit and close the Timetable window.
    You have now completed the second part of creating a timetable by 
    identifying what the timetable tasks are.
    Locating an existing timetable
    Sometimes you need to make changes to your timetable. 
    To edit an existing timetable, you first need to locate that timetable by 
    completing the following steps: 
    1. Press F4 to select the Keep menu.
    2. Highlight Timetable and press Enter.
    3. Press Control
     and Z
     simultaneously to clear all entries in the 
    Timetable input window. 
    4. Type the unique name
     that describes the timetable you want to edit 
    in the Timetable name field. 
    NOTE:
    The Timetable name field is case sensitive, so be sure to enter 
    the name exactly as it was originally defined.
    5. Press Enter, select Find one from the Action list and press Enter 
    again. 
    The system populates the scheduling parameters for the timetable 
    you want to edit.  
    						
    							Call Center Little Instruction Book
    for basic administration  585-210-935  Issue 1
    December 1999
    Managing features 
    33 Creating and scheduling timetables 
    6. Press Enter, select Get Contents from the Action list, and press Enter 
    again.
    The Timetable: Get Contents window displays with a list of the tasks 
    the timetable contains and you are in the Keep mode for editing the 
    timetable. 
    You are now ready to perform any editing function for the tasks contained in 
    your timetable.   For additional instructions on how to copy, delete, globally 
    edit, or modify timetable tasks, refer to the CentreVu
    ® Call Management 
    System Release 3 Version 8 Administration (585-210-910) book.
    Editing tasks in an existing timetable
    NOTE:
    Unless your CentreVu CMS user ID is an Administrator login type, 
    only the owner of the timetable can edit the timetable. 
    Let’s say you want to add a task to your timetable named “Holiday Start”, so 
    that a new VDN is added to the already established list of VDNs that are 
    assigned to the holiday vector. 
    NOTE:
    Once you are in the Get contents window for the timetable, you will 
    probably need to press F6 to activate the scrolling feature. The 
    scrolling feature enables you to move through all of the tasks in the 
    timetable. When you are done editing the timetable, you need to press 
    F6 again to deactivate scrolling.
    1. In the Task number(s) field, type the number of the task
     that you 
    want your new task added after and press Enter.
    The CMS MainMenu appears, with Keeping Entries displayed in the 
    status line.  
    						
    							Managing features 
    34 Creating and scheduling timetables 
    Call Center Little Instruction Book
    for basic administration  585-210-935  Issue 1
    December 1999
    2. Highlight Call Center Administration from the main menu and press 
    Enter.
    3. Select VDN Assignments from the Call Center Administration menu.
    4. Type the required information (the new VDN number and the 
    “Holiday Start” vector name) in the fields of this window, and press 
    Enter.
    5. Press Enter again to select the Run action. 
    The Entries stored message is displayed. 
    If you want to add more tasks, repeat steps 2 through 5. Once you 
    have finished adding tasks, press the Keep (F4) menu.
    6. Press F4 to select the Keep menu.
    A prompt asks if you want to save your changes.
    7. Type y
     to save the changes and press Enter.
    The Timetable: Get Contents window is displayed with the new 
    task(s).
    8. Press the F5 key to select Exit.
    The Get Contents window closes and the Timetable input window is 
    displayed.
    !WARNING:!
    The type of timetable described in this example should always be 
    tested prior to use on the specified holiday. The testing will ensure that 
    the timetable will run as you expect it to. 
    						
    							Call Center Little Instruction Book
    for basic administration  585-210-935  Issue 1
    December 1999
    Managing features 
    35 Creating and scheduling scripts 
    Creating and scheduling 
    scripts
    What is a script? 
    A script is a set of commands that automates actions to run on the CentreVu 
    CMS server or the DEFINITY ACD. Scripting is the CentreVu Supervisor 
    feature that you can use to create scripts. 
    The most common uses of Scripting is to create scripts for changing agent 
    skills, running a report, or exporting report data.
    When scripts are created and saved, you need to specify whether the script is 
    interactive or automatic (with automatic being the default). The exception to 
    this is when a script is saved from the Select a Report window or from an 
    Operations selector window. In these cases, the only option is to create an 
    interactive script. Below is a description of each type of script.
    nInteractive scripts:
    — Run in the current Supervisor session.
    — Display the script activities on the PC.
    — Are similar to the CentreVu CMS ASCII interface Shortcut.
    nAutomatic scripts:
    — Launch a new Supervisor session that logs in to the CentreVu 
    CMS server and runs the requested tasks in the background.
    — Require the PC on which the script resides (was created) to 
    be running when the script is scheduled to run.
    — Do not display the activities related to the script on the PC.
    — Are similar to the CentreVu CMS ASCII interface Timetable. 
    						
    							Managing features 
    36 Creating and scheduling scripts 
    Call Center Little Instruction Book
    for basic administration  585-210-935  Issue 1
    December 1999
    Things to know before you start
    Below are some of the points you should know before creating scripts:
    nYou must have the appropriate User Permissions to run the operation 
    that is being requested in the script.
    nYou are limited to a maximum of four simultaneous Supervisor 
    sessions from one PC (including automatic scripts).
    nOnce a script is created, it can be manually executed like other 
    Windows-based executable files.
    nIf the PC on which the script resides is turned off, then the script will 
    not run at the appointed time.
    nIf you change your user password, you must also change the 
    passwords to scripts.
    Administration preparations for 
    automatic scripts
    You need to set Controller options for your CentreVu CMS user ID to allow 
    automatic scripts to be scheduled and to run from your PC. You also need to 
    set a user ID and password to allow the script to log in to the CentreVu CMS 
    server.
    To set Controller options, complete the following tasks:
    1. From the Controller, select Options from the Tools menu.
    2. Select the Scripting tab. 
    3. Complete the input window.
    For details on each of the fields in this window, press F1.
    4. Select OK. 
    						
    							Call Center Little Instruction Book
    for basic administration  585-210-935  Issue 1
    December 1999
    Managing features 
    37 Creating and scheduling scripts 
    To set a user ID password for scripting, complete the following steps:
    1. From the Controller, select Options from the Tools menu.
    2. Select the Scripting tab. 
    3. Select the Set User button.
    4. Complete the input window with the following information:
    nUser ID:   Type your CentreVu CMS user ID
    .
    nPassword: Type your CentreVu CMS password
    .
    nConfirm Password: Reenter your password
    .
    5. Select OK.
    Using Scripting to automatically print 
    historical reports
    This section provides instructions on creating the script that is required to 
    print a historical report and then explains how to schedule the script to run. 
    Scripting historical reports
    It is easy to schedule reports to print automatically at a convenient time. The 
    first task that you must complete is creating the script that runs the actual 
    report.
    To create a script that will automatically run a historical report, complete the 
    following steps:
    1. From the Report selector window, highlight the Historical Report 
    you want to print and select OK.
    NOTE:
    Be sure the appropriate ACD is selected. If you do not know 
    how to select an ACD, refer to the CentreVu® Call Management 
    System Release 3 Version 8 Administration (585-210-910) 
    book.
    The Report input window is displayed. 
    						
    							Managing features 
    38 Creating and scheduling scripts 
    Call Center Little Instruction Book
    for basic administration  585-210-935  Issue 1
    December 1999
    2. Complete the Report input window with the values for which you 
    want your report to print data. 
    For instance, if you want a historical report to print yesterday’s data 
    each morning, then type –1
     in the Date(s) field. When the automatic 
    script executes, the report will run with the inputs you selected.
    NOTE:
    You are creating an automatic script. When this script is 
    executed the output is directed to your default printer. 
    Therefore, you do not need to specify a Destination from this 
    input window.
    3. Select OK. 
    The selected report’s output window is displayed. 
    4. Select Script from the Report menu.
    The Save as Script window is displayed. By default, Automatic 
    script is set for the Save as type field. 
    5. Complete the Save in: and the File name: fields on the Save as Script 
    window.
    6. Select Save.
    You have created and saved the script that, when executed, will print the 
    report. Continue with the next section to schedule the report to print. 
    						
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