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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 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.