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Lucent Technologies Octel 100 Implementation And Service Manual

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    							CUSTOMER NEEDS WORKSHEETSCN-7
    Messages marked “Private” cannot be forwarded or copied by the recipient. This measure helps assure
    confidentiality.
    Both outside callers and subscribers have the option of marking their messages “Urgent.”  “Urgent” messages are
    placed at the top of the subscriber’s new message queue and are always voiced first.
    Multiple Message Capability
    Callers who want to leave messages for more than one subscriber may do so without redialing.
    Sent Message Editing
    As long as a subscriber receiving a message has not listened to or skipped the message, the sending subscriber
    can delete, rerecord, review, or append additional information to a previously sent message.
    Wake-Up Messages
    The system can be programmed to deliver wake-up calls at any time, to any phone number. Once called,
    subscribers may reschedule the wake-up, with options to retain or change the time and phone number.
    Message Retrieval
    The system provides an assortment of features that pertain to retrieving and listening to messages.
    Automatic Date and Time
    The system can be set to voice automatically the day and time each message was received when subscribers listen
    to messages.
    Automatic Station Login and Password
    If the phone system is so equipped, subscribers can save time by directly accessing their mailbox when calling from
    their own extensions. W hile the use of password security is highly recommended, the system can also be
    configured to allow subscribers to access their mailboxes without entering their passwords when they call from their
    own extensions.
    Message Deletion Notification
    Saved messages are deleted automatically when they remain in subscribers’ mailboxes for the maximum number of
    days the system manager has specified. W hen message deletion notification is enabled, the system will alert
    subscribers before it deletes expired saved messages. This keeps subscribers from inadvertently losing important
    information when expired messages are deleted.
    Message Information
    Message information provides the date and time a message was received, the length of the message and, if it was
    sent by another subscriber, that person’s name.
    Message Rewind / Hold / Fast Forward
    Subscribers can rewind, pause, or skip ahead in a message being played. These functions improve productivity by
    helping subscribers harvest the important information from messages as quickly and easily as possible.
    Message Scanning
    Subscribers can scan their mailboxes for new messages from a particular subscriber. Other messages are skipped
    for later review. 
    						
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    Message Speed and Volume Control
    Depending on the voice boards, Touch-Tone commands can allow subscribers to increase the speed and/or volume
    of messages upon playback. The caller’s original pitch is maintained, even when message speed is altered.
    Message Indicators
    Depending on the type of phone system, the system can notify subscribers when voice or fax messages are placed
    in their mailboxes. If the phone has a message indicator, a glance provides visual notification that a message is
    waiting. Otherwise, the system can be programmed to ring the subscriber’s extension periodically when messages
    are waiting.
    Saved Messages
    Subscribers can save new voice and fax messages for reference at a later time, helping assure their content is
    preserved and fully understood.
    Recover Deleted Messages
    Subscribers can recover messages they accidentally delete during the current call. Upon request, the system plays
    back all messages deleted during that call. Subscribers can press  to restore the message to the queue from
    which it came (new or saved) or  to leave the message deleted.
    Skip Messages
    A subscriber can skip a message while listening to it, leaving it in the new message queue to review later. This
    allows subscribers to conserve time by listening only to messages they need at the moment, saving personal or
    other non-critical messages for review when time permits.
    Message Management
    The system’s message management functions help subscribers digest, store, and disseminate information with
    unprecedented efficiency.
    Auto Forward
    The system manager can have messages that have not been listened to within a specified time automatically
    forwarded to a preselected mailbox. This feature helps to ensure prompt action, an absolute necessity in efficient
    customer service.
    Distribution Lists
    Subscribers can send the same voice or fax message to a number of subscribers with a single call. Distribution
    Lists can contain any combination of destination mailboxes (local and/or networked) or other Distribution Lists.
    Subscribers can also use global Distribution Lists to reach every mailbox in a company or division.
    Integrated Telephone Answering
    W hen one subscriber leaves a voice-mail message for another subscriber, the second subscriber can reply to the
    message or transfer to the subscriber who left the message with one or two keypresses.
    Network Message Forwarding
    W ith Network Message Forwarding (also known as Follow-Me-Forward) subscribers on systems equipped with the
    optional Network Interface Module can elect to have messages received in their mailboxes automatically forwarded
    to a destination mailbox on another (Network-equipped) system. By centralizing messages in a single mailbox,
    network message forwarding helps busy subscribers eliminate the need to check mailboxes on multiple voice-mail
    systems. 
    						
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    Online System Displays and Reports
    Data on the usage of all mailboxes is recorded and made available to the system manager through a selection of
    system displays and reports. Online system displays and reports, including port contention, mailbox status, and
    hourly statistics, can be viewed onscreen, saved to disk, or printed.
    Send Copy of Message
    Subscribers can send a copy of a message they receive to one or more subscribers or network destinations, and
    preface the message with comments. Subscribers can access directories directly from their mailboxes if they do not
    know the extensions of other subscribers to whom they want to direct the message.
    Transfer or Reply to Sender
    W hen subscribers receive voice-mail messages from other subscribers, they can either transfer to the sender’s
    extension or send a reply message with just one keypress.
    Folders
    Subscribers can create up to nine folders in their mailboxes to organize saved voice and fax messages. Voice
    folders can, for example, be created for individual callers, projects, or dates. Messages received on these topics can
    then be saved in the appropriate folder. W hen subscribers create new folders, they are prompted to record a
    descriptive folder label. This label is voiced each time they choose the folder. The system is also equipped to play
    for the subscriber a directory of all currently defined folders.
    Specialty Mailboxes
    The system supports the creation and maintenance of several types of specialty mailboxes for unique business
    needs.
    Guest Mailboxes
    Visitors, clients, and VIPs can be granted limited access to system features temporarily with guest mailboxes.
    Guest mailboxes improve the ability to work with important outside contacts.
    Receive-Only Mailboxes
    Receive only mailboxes can be set up to collect information such as names, addresses, and phone numbers from
    individuals who call the company. This feature can serve as an important aid to customer service and/or marketing,
    by allowing representatives to address inquiries in the most timely and efficient manner possible.
    Voice-Only Mailboxes
    A system manager can set up announcement mailboxes that play prerecorded voice information to callers. Voice
    only mailboxes are beneficial in advertising, marketing, public relations, and many other “call for more information”
    applications.
    Mailbox Security
    A carefully designed array of mailbox security features protect the system and the information it contains.
    Password Protection
    Individuals can access voice and fax messages in mailboxes only after entering a user-defined password. For
    additional security, the system manager can impose a minimum password length default. The system can also be
    set to require subscribers to press the  key after entering a password. 
    						
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    Forced Password Change
    Subscribers can be forced to change their passwords at system-manager-selected intervals. W hen a subscriber
    changes a password (either voluntarily or due to the forced change feature), the system will not accept a new
    password that matches the current password.
    Mailbox Passwords
    W hen creating mailboxes, the system manager can either enter a default password or have the system generate
    random passwords for each new mailbox.
    V-Tree Password
    The system can be programmed to require users to correctly enter a password (up to 11 characters) to progress
    from level to level within custom applications generated using V-Trees. Placing password security at strategic levels
    within V-Trees, gives callers measured access to custom applications. For additional information on the V-Tree
    feature, refer to V-Trees, below.
    Fax Solution Fax Mail
    Fax Mail
    Subscribers can receive faxes regardless of the state of the fax machine—whether it’s busy, out of paper, or even
    out of order. Like voice messages, a subscriber can retrieve faxes in their mailbox at their convenience. W hen in the
    office, a subscriber can make a single keypress to direct the fax messages to the default fax machine. Faxes
    retrieved through Visual Mailbox can also be directed to print on a printer attached to the subscriber’s PC. W hen out
    of the office, the subscriber can enter the telephone number of the nearest fax machine and receive fax messages
    immediately, regardless of location, time of day, time zone, etc. The system manager can set FaxComm
    hardcopies to include a cover sheet, indicating the receiving subscriber’s name or extension number, division, and
    company name.
    Access to fax communications is password-protected, and hardcopies of faxed communications are only produced
    when a subscriber requests them.
    Personal Default Fax Number
    Subscribers who receive Fax Mail can specify fax machine numbers that override the system default. A single
    keypress directs faxes to a departmental (or personal) machine.
    Fax AutoPrint
    Subscribers with Fax Mail may elect to have all new faxes sent directly to a fax machine (either system or personal
    default). In situations where security is less of an issue than speed and accessibility, fax AutoPrint can significantly
    enhance productivity.
    Voice Message Cover Sheets
    Senders can preface their FaxComm faxes with voice messages, which is faster, more effective, and less expensive
    than the traditional cover sheet.
    V-Trees
    Tools provided with the system allow system managers and subscribers to build unique menus called V-Trees
    within mailboxes on the system. A V-Tree in a mailbox can perform functions similar to those that the Automated
    Attendant performs on a system-wide basis—the V-Tree can route calls reaching the mailbox to different extensions
    or mailboxes, prompt the caller to answer a series of questions, voice information (such as product information) to
    the caller, even fax information to the caller—all depending on the caller’s keypress selections. W hen you create a
    V-Tree, you record prompts for the V-Tree that voice all the options available to callers when they reach the V-Tree. 
    						
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    V-Trees can significantly reduce the time employees spend performing basic, repetitive tasks. A simple V-Tree can,
    for example, provide callers with options to obtain answers to common product questions, transfer callers to a
    specific department in the company, or leave product orders. On systems with installed fax boards, you can set up
    a V-Tree to automatically fax certain documents to callers who request them.
    Interview V-Trees (Forms Filler V-Trees)
    An interview-oriented V-Tree requests and collects information from callers. This type of V-Tree can survey for
    customer satisfaction, for example, requesting callers’ names, the products and/or services they use, their
    impressions of the products, and their suggestions for improvements. All responses to an interview V-Tree are
    grouped in a single message for playback by the mailbox owner.
    Call Routing V-Trees
    A call-routing-oriented V-Tree provides callers with easy touch-tone phone access to any department or subscriber
    in the company. By giving callers quick, simple, and unassisted access to the exact subscriber or department they
    need in a given situation, call routing can be the heart of a number of productivity- and customer service-enhancing
    V-Trees.
    Information-on-Demand V-Trees
    An information-on-demand-oriented V-Tree provides multilevel menus of information in a mailbox. These menus
    can give callers access to spoken (audiotext) and written (Fax Retrieval) information, 24 hours a day. Information-
    on-demand can significantly reduce the time personnel spend answering routine questions.
    Audiotext
    Audiotext gives callers answers to frequently asked questions without requiring the intervention of busy employees.
    Prerecorded messages placed in the system can, for example, give callers directions to the company’s office or
    information on special sales promotions. Such information can be placed in easily updated announcements,
    accessible 24 hours a day. Audiotext boosts productivity while improving customer service by providing callers with
    Touch-Tone access to frequently requested information. Callers get the facts they need quickly, and employees are
    free to handle more valuable tasks with fewer interruptions.
    Fax Retrieval
    W ith Fax Retrieval, the company, its departments, or even individual subscribers can offer callers the opportunity to
    request and receive faxed copies of documents stored in the system. Once requested (via the keypad), documents
    are transmitted automatically, any time of day or night, to the fax machine of the caller’s choice. Frequently
    requested documents, such as credit applications or order forms, are ideal candidates for Fax Retrieval. Other
    productivity-enhancing possibilities include customer service documents, maps, legal documents, and sales
    promotions.
    V-Tree Generation Interfaces
    The system offers graphical and non-graphical V-Tree generation tools:
    Generation with Visual V-Tree™ or Visual Architect™
    Visual V-Tree and Visual Architect are graphical interfaces for creating V-Trees in system and subscriber
    mailboxes. By incorporating todays most effective software tools, like drop-down menus, toolbars, and point-and-
    click mouse operations, Visual V-Tree and Visual Architect make it extremely easy for system managers to build
    intricate V-Trees. Prompts to accompany the V-Tree can be recorded using V-Edit™, the system’s powerful
    integrated voice editor.
    Generation with the Telephone Interface
    Subscribers can create custom V-Trees for their own mailboxes, using the system’s telephone V-Tree capabilities. 
    						
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    Enterprise-wide Communications
    AMIS Interface Module (AIM™)
    Using the internationally recognized Audio Messaging Interchange Specification (AMIS), the optional AMIS Interface
    Module allows the system to exchange voice information with AMIS-compatible voice-processing systems in
    satellite offices, vendor locations, or other remote sites.
    Using AMIS’s administered networking capabilities, the system manager can assign a node number to each of the
    AMIS-compliant systems with which messages will be exchanged. The node number serves as a code that
    represents the complete phone number one must traditionally dial to access the remote system. W hen remote sites
    have assigned node numbers, subscriber’s who want to send messages to mailboxes at those sites must enter only
    the node number and the destination mailbox number.
    OctelNet™
    Similar in nature to the AMIS Interface Module, the optional OctelNet module allows the system to exchange voice
    information with other OctelNet-compatible voice processing systems in satellite, offices, vendor locations, and
    other remote sites. Unlike AMIS, however, OctelNet provides subscribers communicating with remote systems with
    access to all the message processing options (except Fax Mail) normally available during inter-site communication,
    such as message confirmation, dial by name, and more. As with AMIS’s administered networking capabilities,
    subscribers using OctelNet need only enter node numbers and destination mailbox numbers when sending
    messages to remote systems. 
    						
    							CUSTOMER 
    NEEDS 
    WORKSHEETS
    CN-13
    System Sizing Sheet
    Starting in the left-most column, list each typical group of messaging system users (subscribers); the highest number of people you project will be in each group
    over the next 24 months (if more than one company or unique organization will be sharing the messaging system, include information to cover 
    all companies and
    organizations); the estimated average daily minutes of direct and indirect mailbox usage for each subscriber group; and the average number of messages stored,
    message length, number of faxes stored, and pages in each fax.
    Use the averages shown in the example at the bottom of the page as a guideline.  “Direct” mailbox usage includes all time that the subscriber spends
    accessing the system. “Indirect” includes all time callers to the subscriber spend accessing the system and all time that the system spends servicing the
    subscriber. To ensure proper system sizing, classify
     each
     potential system subscriber over the next 24 months into one of the Subscriber groups you list. Your
    authorized representative will complete the fields in 
    italics
    .
    Average Daily Minutes
    of Usage
    Group of Subscriber
    Highest
    No. in
    Group
    Direct
    Indirect
    Leave Blank
    for Vendor Use
    1            2
    Avg. No.
    of Msgs
    Stored
    Avg. Lgth.
    of a Msg.
    (Seconds)
    Avg. No.
    of Faxes
    Stored
    Avg. No.
    of Pages
    per Fax
    Leave Blank
    for Vendor Use
    3           4
    ______________ ________ ______ ______ _____ _____ ________ ________ ________ ________ _____ _____
    ______________ ________ ______ ______ _____ _____ ________ ________ ________ ________ _____ _____
    ______________ ________ ______ ______ _____ _____ ________ ________ ________ ________ _____ _____
    ______________ ________ ______ ______ _____ _____ ________ ________ ________ ________ _____ _____
    ______________ ________ ______ ______ _____ _____ ________ ________ ________ ________ _____ _____
    ______________ ________ ______ ______ _____ _____ ________ ________ ________ ________ _____ _____
    ______________ ________ ______ ______ _____ _____ ________ ________ ________ ________ _____ _____
    ______________ ________ ______ ______ _____ _____ ________ ________ ________ ________ _____ _____
    Totals:
    ________ _____ _____ _____
    Weighted Average Minutes/Day/Mailbox:   ______ Minutes of Disk Space Storage Required:  _____  Minimum Total Megabytes Required:  _____Example:
    Average Daily Minutes
    of Usage
    Group of Subscriber
    Highest
    No. in
    Group
    Direct
    Indirect
    Leave Blank
    for Vendor Use
    1            2
    Avg. No.
    of Msgs
    Stored
    Avg. Lgth.
    of a Msg.
    (Seconds)
    Avg. No.
    of Faxes
    Stored
    Avg. No.
    of Pages
    Per Fax
    Leave Blank
    for Vendor Use
    3           4
    Executive________ ___5__ ___2__ _____ _____ ____6___ ___45___ ____8___ ___10___ _____ _____
    Manager________ ___6__ ___4__ _____ _____ ____6___ ___30___ ____5___ ____8___ _____ _____
    Gen. Professional________ ___4__ ___2__ _____ _____ ____5___ ___30___ ____5___ ____5___ _____ _____
    Service Tech.________ ___5__ ___0__ _____ _____ ____7___ ___20___ ____4___ ____3___ _____ _____
    Order Entry Clerk________ ___2__ ___8__ _____ _____ ____5___ ___30___ ____2___ ____2___ _____ _____
    Other Clerks________ ___2__ ___1__ _____ _____ ____3___ ___30___ ____2___ ____2___ _____ _____
    Secretary________ ___3__ ___1__ _____ _____ ____2___ ___30___ ____3___ ____4___ _____ _____ 
    						
    							CUSTOMER 
    NEEDS 
    WORKSHEETS
    CN-14
    Notes: 
    						
    							CUSTOMER NEEDS WORKSHEETSCN-15
    Phone Usage Sheet
    Use this sheet to provide information on the average number of internal and external calls your phone system
    processes.
    Complete either the top or bottom portion of this sheet, depending on whether actual phone statistics are available.  If
    more than one company or unique organization will be sharing the system, include information to cover all
    companies.  Your authorized representative will complete the fields in italics.
    Whether providing statistical information or formulating estimates, do not include or consider statistics for days the
    company experiences substantially lower call volume, such as days the company is typically closed (weekends, for
    example).  By including statistics for these days, you will lower call volume averages calculated to determine the
    hardware your system will require.
    If phone system statistics are kept, complete the following table:
                            Average Number of Calls
     M on      Tue       Wed      Thur        Fri         Sat        Sun
    Midnight - 1:00 
    AM_____   _____    _____    _____    _____    _____    _____
    01:00 - 02:00 
    AM_____   _____    _____    _____    _____    _____    _____
    02:00 - 03:00 
    AM_____   _____    _____    _____    _____    _____    _____
    03:00 - 04:00 
    AM_____   _____    _____    _____    _____    _____    _____
    04:00 - 05:00 
    AM_____   _____    _____    _____    _____    _____    _____
    05:00 - 06:00 
    AM_____   _____    _____    _____    _____    _____    _____
    06:00 - 07:00 
    AM_____   _____    _____    _____    _____    _____    _____
    07:00 - 08:00 
    AM_____   _____    _____    _____    _____    _____    _____
    08:00 - 09:00 
    AM_____   _____    _____    _____    _____    _____    _____
    09:00 - 10:00 
    AM_____   _____    _____    _____    _____    _____    _____
    10:00 - 11:00 
    AM_____   _____    _____    _____    _____    _____    _____
    11:00 - Noon_____   _____    _____    _____    _____    _____    _____
    Noon - 01:00 
    PM_____   _____    _____    _____    _____    _____    _____
    01:00 - 02:00 
    PM_____   _____    _____    _____    _____    _____    _____
    02:00 - 03:00 
    PM_____   _____    _____    _____    _____    _____    _____
    03:00 - 04:00 
    PM_____   _____    _____    _____    _____    _____    _____
    04:00 - 05:00 
    PM_____   _____    _____    _____    _____    _____    _____
    05:00 - 06:00 
    PM_____   _____    _____    _____    _____    _____    _____
    06:00 - 07:00 
    PM_____   _____    _____    _____    _____    _____    _____
    07:00 - 08:00 
    PM_____   _____    _____    _____    _____    _____    _____
    08:00 - 09:00 
    PM_____   _____    _____    _____    _____    _____    _____
    09:00 - 10:00 
    PM_____   _____    _____    _____    _____    _____    _____
    10:00 - 11:00 
    PM_____   _____    _____    _____    _____    _____    _____
    11:00 - Midnight_____   _____    _____    _____    _____    _____    _____
    Totals:_____   _____    _____    _____    _____    _____    _____
    Sum of Totals:   _______ Avg. No. of Calls per Business Day:  _____
    If phone system statistics are not kept, provide the following estimates:
    Number of calls on an average business day:  _______
    Number of calls on the busiest day of the week: _______
    Number of calls on the busiest hour of that day: _______
    Busiest Hour % of Calls:  ______ 
    						
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    Notes: 
    						
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