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Mitel Sx 100, Sx 200 Superswitch Volume V Instructions Manual
Mitel Sx 100, Sx 200 Superswitch Volume V Instructions Manual
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Automatic Call Distribution 2. ACD SYSTEM FEATURES General Description 2.01 ACD provides a method of directing a number of incoming trunks to Agent Groups or Recording Groups. ACD connects the incoming trunk call which has been waiting the longest time to the next Agent who becomes available. The PABX can provide messages to a caller who does not access an Agent immediately. ACD distributes calls equitably to all Agents. A Supervisor may reprogram system parameters, as required. Agent Groups 2.02 All SUPERSEJ 4@ sets that handle incoming ACD traffic are programmed into Agent Groups during Standard Programming; their users are referred to as Agents. Agent Groups are similar to Hunt Groups when programmed. Agents 2.03 Extensions that are programmed into Agent Groups during Standard Programming are referred to as Agents, and have the following characteristics: - A maximum of 63 Agent ID codes are available. - A maximum of 30 active logged-in Agents may be talking to trunks at once. If a 31st Agent attempts to log on, the message NO ACCESS will appear in the SUPERSEJ 4 set display. - Calls are allocated to Agents based upon previous workload to ensure an equal distribution. - A predetermined work time to complete paper work can be made available to all Agents in the same Agent Group. - Active Agent positions can be taken out of service momentarily by using the Do Not Disturb feature. - Agents can signal the supervisor when help is required with or without the caller being aware. - Agents can use a SUPERSEJ 4 set for Account Code entry. The Account Code can also be made System verifiable if required. - Agents have an ID code and can move between Agent positions by logging in and out. 2.04 Since calls within each group are of a similar nature, all Agents within an Agent Group are trained and equipped to provide the information or service a caller may request. Each Agent uses a SUPER- SET 4 telephone set. The Supervisor assigns each Agent an ID code Page 3
SECTION MITL9105/911 O-096-222-NA (ranging from 01 to 63) to use when logging on and off to the Agent Group. To log on: To log off: Dial ACD Agent Access Code Dial ACD Agent Access Code Dial Agent ID code Dial 00 Press HANG-UP softkey Press HANG-UP softkey 2.05 A specified work time is allocated for completion of paper work at the end of each call handled (After Call Work Time). If more time is required, the Agent can use Do Not Disturb to inhibit calls being routed to that position. 2.06 An Agent, if talking or off-hook, has the HELP prompt active on the SUPERSET 4 set, and may request assistance from the Supervisor by pressing the HELP softkey which sends the following minor alarm to the console: El01 NNN where: NNN is the Agent equipment number XXXXHELP XXXX is the Agent extension number. Supervisor 2.07 One or two Supervisors can provide Supervisor functions for the PABX. The following lists features for ACD Supervisor op- eration: - examining the current status of an Agent Group. - recording messages onto a MITEL Recorded Announcement Card (RAC). - specifying the playback duration (in seconds) of recorded an- nouncements. - monitoring the Mean Abort Time (MAT); the MAT is calculated by the system using the times of the last four calls that were aborted. - monitoring the number of active Agents. - monitoring the number of calls waiting for all Agent Groups. The Calls Waiting field on the console indicates the number of calls (up to nine) waiting to access a group. When a call rings in the Calls Waiting field is overwritten and the appropriate LED flashes (Dial 0, LDN, etc.). - monitoring an Agent’s conversation without any audio intrusion by using the FLASH key programmed as the MONITOR key. Since this form of override provides no form of intrusion tone, the caller will not be aware that additional persons are moni- toring the conversation. Consult local authorities for legalities before enabling this key. Page 4
Automatic Call Distribution - monitoring the Mean Time to Answer (MTTA); the MlTA is calculated by the system using the times taken to answer the last four calls to that group. 2.08 When the MlTA exceeds the specified maximum for an Agent Group, the console immediately displays the following minor alarm: El00 NNN where: NNN is the Agent Group number (1-12) XxXx or XXXX is the Agent Group Access Code 2.09 The Supervisor can then add more agents,to the group, or let the programmed overflow mechanism operate. If the overflow route is to a Recording Group, the incoming trunk will be dropped immediately after the recorded announcement is heard by the caller. When the MTTA returns to below the maximum, regular sequential recorded announcement playbacks will resume. Recorded Announcements 2.10 The SX-7OO/SX-200 software package supports recorded an- . nouncements, which may be used by the PABX for several different and unrelated functions. Three of these functions are: ACD messages, Wake-up messages, and Intercept messages. Refer to Sec- tion MITL9105/91 lo-096-224-NA for a detailed description of how Recorded Announcements are to be used with this PABX. 2.11 The console is used to.link the Recording Groups to the Agent Groups. Up to four different recorded announcements can be given to an unserviced trunk calling each Agent Group. Each an- nouncement is specified by a Recording Group and a time delay as programmed by the Supervisor. The time delay is the time the trunk must wait before hearing the recorded announcement, either from when the System answered it (first announcement) or from when it was disconnected from the previous message (last three announce- ments). A time delay must be given for the first announcement, but is optional for the last three. If a delay is not specified, the system determines a single delay time for’the remaining announcements, so that they are equally-spaced and all heard, given the current MlTA. 2.12 When a recorded announcement is required for an incoming trunk, the specified Recording Group is scanned, and an idle recording device is activated. If an Agent becomes free while a trunk is connected to a recorded announcement, the PABX immediately con- nects the caller to the Agent. 2.13 The number of RACs and RADs used is limited only by the peripheral slots available in the PABX configuration. 2.14 Each Recording Group provides one message, but can have more than one recorded announcement, each with the same message. This way, incoming calls do not have to queue for a mes- sage during heavy traffic conditions. Page 5
SECTION MITL9105/911 O-09%222-NA 2.15 Recorded Announcement Card (RAC) - This card occupies one peripheral slot in the system and provides two separate 8-second messages using digital solid-state storage. Messages are recorded from the Supervisor’s position, and stored as a non-volatile digital recording. The card is not subject to routine maintenance or tape breakage as are most commercial tape recording units. 2.16 Recorded Announcement Device (RAD) - These customer- provided non-MITEL devices connect to the system through a tip-ring pair of a line circuit. The equipment number is rung as a telephone set is rung; when the RAD answers, the system connects it to the incoming trunk, and times the duration that it is connected. At the end of the programmed duration, the system disconnects the trunk from the device port, and waits for the RAD to go back on-hook. 2.17 Up to 12 Recording Groups are available. Each Group may provide a different message. Under heavy traffic conditions it may be desirable to have more than one recording unit with the same recording in each Recording Group. This is done to avoid having incoming calls queue for a recording. Incoming Trunks 2.18 Incoming trunks may be handled more efficiently by using the following features: - Automatic 2-level priority selection - while waiting for service from an Agent Group, an incoming trunk in Trunk Group 12 has priority; this group should include INWATS, foreign exchange, and tie trunks. - One or more trunk groups can be directed to the same Agent Group, but one trunk group cannot be directed to more than one Agent Group. - If the MTTA exceeds a selected maximum for an Agent Group, all incoming trunks can be automatically diverted to an over- flow route - special Recording Group, Agent Group, extension, or Supervisor. - For proper operation, ACD trunks must be Ground Start, and be able to recognize and disconnect abandoned calls. Otherwise, the calls will remain queued, and eventually have to be an- swered, causing unnecessary workload. Page 6
Automatic Call Distribution 3. ACD PROGRAMMING AND ASSIGNMENTS Enabling ACD 3.01 ACD is a programmable option with the SX-7OO/SX-200 PABX. If ACD is enabled, standard and extended programming forms must be completed to activate its features. Note that Supervisor Func- tion Codes determine a substantial portion of ACD operation. Standard Programming 3.02 During Standard Programming, the following Features and Op- tions must be enabled for ACD operation: - System Option 251 (ACD Enable) - COS Option 49 (Station Conference) - COS Option 117 (ACD Agent) - System Feature Access Code 18 (Supervisor Access Code) must be programmed (usually *). - System Feature Access Code 49 (ACD Agent Access Code) must have an Access Code defined so that Agents may log in and out. - System Option 103 (Supervisor Busy Override) must be enabled to allow the Supervisor to override a conversation. - The relevant Traffic Measurement System Options must be en- abled (refer to Section MITL9105/911 O-096-450-NA). - The relevant Station Message Detail Recording Options must be enabled (refer to Section MITLS 105/911 o-096-45 1 -NA). - A RAD may be connected only to a standard line card. - System Option 230 (Account Code Enable) and other Options for the desired Account Code operation must be set if Account Codes are to be used. - To enable the Supervisor to override an Agent with no audio intrusion System Option 131 must be enabled to have the con- sole FLASH key converted to an OVERRIDE key. System Option 103 (Attendant Busy Override) must also be enabled. Note that System Option 131 conflicts with 121 (Serial Call Override Flash key). - SMDR must be enabled to run on incoming trunks. Also, all ACD trunks must be programmed as DIL to the Agent Groups in- tended to serve them. Page 7
SECTION MITL9105/911 O-096-222-NA 3.03 Agent Class of Service - Each Agent must have Option 117 (Call Distribution Agent Position) enabled in its Class of Service; if Account Codes are to be used, COS Option 56 (Account Code Access) must also be enabled. Hunt Groups 3.04 Up to 12 hunt groups are available on the PABX. Hunt groups are programmed during Standard Programming of the system, and include Agent Groups, Trunk Hunt Groups, and Recording Groups. The Supervisor may reprogram hunt groups as required. The total collective assignment of Hunt Groups cannot exceed 12. Agent Groups 3.05 Agents must be programmed into one or more Agent Groups (Hunt Group). All Agents who service the same type of calls must be in the same Agent Group, which is assigned its own Access Code. Supervisor Functions 3.06 The Supervisor specifies the ACD parameters by dialing from the Supervisor Console using Supervisor Function Codes. All * Standard Programming must be completed before using the Supervisor codes. To Specify Maximum MTTA and Overflow Code Dial Dial Dial Dial Dial ~246 Agent Group Access Code maximum time to answer, in seconds (000-255) Overflow Access Code (Agent/Recording Group, Supervisor) * to enter another Agent Group number or press the RE- LEASE key. The console displays: SOURCE XXXX -ITT where: XXXX - Agent Group Access Code DEST YYYY l-l-r - maximum time to answer (MTTA 000-255 s) YYYY - Overflow Access Code (Agent Group, Recording Group, station, or Supervisor) Page 8
P. Automatic Call Distribution To Display Current MTTA and Overflow Code Dial ~246 Dial Agent Group Access Code Dial # Press RELEASE key to terminate display. The console displays: SOURCE XxXx T-I-T where: XxXx - DEST YYYY l-l-r - YYYY - Agent Group Access Code .* maximum time to answer (MlTA 000-255 s) Overflow Access Code (Agent Group, Recording Group, extension, or Supervisor) To Specify After-call Work Time Dial ~245 Dial Agent Group Access Code Dial work time, in 2-digit seconds (00-99) Dial * to enter another Agent Group number, or Press RELEASE key when finished. The console displays: SOURCE XXXX ll- where: XXXX - Agent Group Access Code -IT - current work time (00-99 s) To’ Specify Recordings and Delay Times Dial Dial Dial Dial Dial Dial Press ~243 Agent Group Access Code choice number (l-4) (Choice 1 must be programmed) Access Code time delay, in 2-digit seconds (00-99 where 00 = automatic) x to enter another choice number, or RELEASE key. The console displays: SOURCE XXXX Z DEST YYYY l-r where: XXXX - Agent Group Access Code z - Recording number of the Agent Group YYYY - access code (Recording Group, Agent Group, Page 9
SECTION MITL9105/911 O-096-222-NA extension, or Supervisor) TT - delay time (00-99 s) To Review Recording and Delay Time Assignments Dial ~244 Dial Agent Group Access Code .’ Dial Recording number (l-4) Dial x to review another recording assignment, or Press RELEASE key to terminate The console displays: SOURCE XXXX Z DEST YYYY -l-l- where: XxXx - Agent Group Access Code Z - Recording number of the Agent Group YWY - access code (Recording Group, Agent Group, extension, or Supervisor) l-r - delay time (00-99 s) To Delete All Data Associated With an Agent Group Dial ~243 Dial Agent Group Access Code Dial # Press RELEASE key to terminate. To Examine Current Status of an Agent Group Dial Dial Press ~247 Agent Group Access Code RELEASE key to terminate. The console displays: SOURCE XxXx zz where: XxXx - Agent Group Access Code DEST T-l-r AAA zz - number of active Agents in the group - Mean Time to Answer (000-255 s based on last four calls answered) - Mean Abort Time (000-255 s based on last four calls aborted) Page 10
Automatic Call Distribution 3.07 The Calls Waiting field on the console will indicate the number of calls waiting for a group up to a maximum of 9. Should a call ring in to the console, the Calls Waiting field will be overwritten and the appropriate LED will flash (Dial 0, LDN etc.). The MTTA is calculated using the time taken to answer the last four calls to that group. Similarly, the mean abort time is calculated using the times of the last four calls that were aborted by the caller. When the MlTA exceeds the specified maximum for an Agent Group, the Supervisor is immediately notified by a minor alarm. The format of the alarm is: El00 NNN where: NNN is the Agent Group number (1-12) XxXx or XxXx is the Agent Group Access Code. 3.08 If an Agent requires assistance from the Supervisor and presses the HELP Key on the SUPERSET@, a minor alarm is generated: El01 NNN where: NNN is the Agent equipment number XXXXHELP XxXx is the Agent extension number. Override/Monitor 3.09 If the Supervisor wishes to participate in an Agent’s conversa- tion, the Supervisor need only dial the Agent‘s extension num- ber, and then press the OVERRIDE key. While this key is held down, the Supervisor may talk to the Agent and the caller. A barge-in tone is heard by all parties when the Supervisor overrides. 3.10 If the Supervisor wishes to monitor the Agent’s conversation without any intrusion tones the Supervisor may do so by dialing the Agent’s extension number, and then pressing the MONITOR key that the programmer substituted for the FLASH key. While this key is held down, the Supervisor may listen to the Agent and the caller (Note: to inhibit audio from the Supervisor, the console must have a special handset with a microphone switch). No tone is heard by the Agent or caller when the Supervisor is monitoring. Page 11