Mitel SX 200 DIGITAL Pabx General Descriptions Manual
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9. REPORTS 9.1 The ACD TELEMARKETER package generates a series of printer di- rected reports listing call and performance information for agents, paths, and groups. The Agent Shift Summary Record covers the agent’s logon peri- od, and is automatically printed when an agent logs off. The path and group reports present information collected over a pre-defined period. The reporting parameters may be selected through the maintenance terminal or the console. Refer to paragraph 9.12 for descriptions of the parameters and how they are selected. AGENT SHIFT SUMMARY RECORD 9.2 An Agent Shift Summary Record prints automatically whenever an agent logs out. Once enabled, this report requires no predefined time param- eters. Refer to paragraph 9.13 , SET Command, for instructions on enabling the Agent Shift Summary Record. Headers on the Agent Shift Summary Record identify the fields. Table 9-4 de- fines these headers. Table 9-4 Agent Shift Sum,mary Record Fields Softkey Label Function DATE Month/day/year (mm/dd/yy) GROUP Agent group (4 digits) AGENT Agent id (5 digits) EXTN Extension number (5 digits) LOGIN SHIFT CALLS Login time (hh:mm:ss) Agents’ shift length (hh:mm:ss) Number of ACD calls answered by the agent (4 dig- its) TIME Total time spent by the agent on ACD calls (HH:mm:ss) EXT-OUT Number of non-ACD external outgoing calls made (4 digits) TIME Total time the agent spent on non ACD external outgoing calls (HH:mm:ss) Two examples of the agent records are provided below, with an explanation of the printed data. 9109-094-620-NA Issue 3 Revision 1 620 9-1
ACD TELEMARKETER Application Package Agent Shift 9.3 The following example shows an Agent Shift record. The fields in the Records - Example record are described below the example. 1 DATE GROUP AGENT EXTN LOGIN SHIFT CALLS TIME EXT-OUT TIME 01/27/88 0018 00349 01432 13:28:16 06:35:04 0485 03:34:51 0016 01:25:26 On January 27, 1988 agent 349 of agent group 18 at extension 1432 logged on at 13:28: 16 for a period of 6 hours, 35 minutes, and 4 seconds. The agent answered 485 ACD calls which lasted a total of 3 hours, 34 minutes and 51 sec- onds. Sixteen non-ACD external outgoing calls lasting a total of 1 hour, 25 minutes and 26 seconds were made by this agent during the shift. Agent Shift 9.4 The following shows another example Agent Shift record. The fields Records - Example in the record are described below. 2 DATE GROUP AGENT EXTN LOGIN SHIFT CALLS TIME EXT-OUT TIME 11/12/88 0001 24157 05211 08:26:54 07:45:12 0036 07:01:23 0008 00:31:52 On November 12, 1988 agent 24157 of agent group one, at extension 5211 logged on at 08:26:54 for a period of 07:45: 12. The agent answered 36 ACD calls which lasted a total of 7 hours, 1 minute and 23 seconds. Eight non ACD external outgoing calls with a total duration of 31 minutes and 52 seconds were placed by the agent during the shift. PATH REPORTS 9.5 A summary record for the Path lists: l total counts for traffic entering the path during the specified time period, l the number of those calls that were answered, abandoned, and inter- flowed The summary report is printed only for programmed entities. Report Headers 9.6 Headers on the Path Summary Report identify the date and time of the report and identify each field on the report. Table 9-5 defines these s fields. Table 9-5 Path Summary Report Fields Softkey Label PATH Path number Function ENTERED ANSWERED Total number of calls entering this path Total number of calls entering this path which were answered and the average time to answer I Page 1 of 2 620 9-2 9109-094-620-NA Issue 3 Revision 1
Reports Table 9-5 Path Summary Report Fields (continued) Softkey Label ABANDONED Function Number of calls which entered this path that aban- doned and the average time the caller waited be- fore abandoning. I INTERFLOWED Number of calls which interflowed out of this path and the average time before interflowing. I SERVICE Number of callers that were answered within the path service level in this time frame. Page 2 of 2 Path Summary Report Example 9.7 The following example shows a typical Path Summary report. Period:7JAN-888:30t.o4:30 PATH ENTERED ANSWERED ABANDONED INTERFLOWED SERVICE 23 1732 1578 00095 0020 003:08 0134 003:27 0 Path number 23 received 1732 calls and of these, 1578 were answered within an average of 15 seconds. Twenty callers abandoned after waiting an average of three minutes and eight seconds. The 134 calls that interflowed out of the path did so after an average time of three minutes and 27 seconds. CROUP SUMMARY REPORT 9.8 A summary record for the Group Reports is printed for programmed entities only. The information in the Group Summary report is categorized as: l offered, l answered, l non-ACD external calls, a non-ACD other calls, and l the average number of agents logged in during the period. 9 109-094-620-NA Issue 3 Revision 1 620 9-3
ACB TELEMARKETER Application Package Table 9d Group Summary Report Fields Softkey Label Function GROUP Group number being summarized Report Headers 9.9 Headers on the Group Summary Report identify the date and time of the report and identify each field on the report. Table 9-6 defines these fields. OFFERED Total number of calls offered to the group during the reporting period ANSWERED Total number of above calls that were answered by this group and the average length of time agents spent talking to the caller NON-ACD EXTERNAL Total number of external calls made by this group and the average time of each call NON-ACD OTHER Total number of calls, other than non-ACD exter- nal calls and ACD calls, made and received by the group and the average time of each call AVERAGE LOGGED IN Average number of agents logged in during the period. Group Summary Report Example 9.10 The following shows an example Group Summary Report. The fields in the report are described below. GROUP OFFERED ANSWERED NON-ACD NON-ACD AVERAGE EXTERNAL OTHER LOGGED IN 12 0174 ol-31 2:21 0015 4:09 0021 1:57 7 This example shows that agent Group number 12 was offered 174 calls 131 of which the group handled. Each agent spent an average of two minutes and 21 seconds speaking to the caller. The 15 non-ACD external calls placed by the group had an average duration of four minutes and nine seconds. Other non-ACD calls, a total of 21, lasted an average of one minute and 57 seconds. An average of seven agents were logged in for this report period. PRINTING REPORTS 9.11 Before the reports can be printed, the printer assignment must be completed as follows: CDE Form 34, Directed IO l assign the ACD AGT SUM and ACD GRP SUM printouts. 620 9-4 9109-094-620-NA Issue 3 Revision 1
Reports Refer to Customer Data Entry (CDE), Practice 9109-094-210-NA, for program- ming details. Report Commands 9.12 Either the maintenance terminal or console can be used to enter the commands and parameters needed to start the ACD Reports. Refer to RS-232 Maintenance Terminal, Practice 9109-094-351-NA, for instructions on using the terminal. The following subsection describes the report commands. To access the reports, login to the console or maintenance terminal using the correct USERNAME and PASSWORD. After login, the softkey labels change to: . 1 -SYSTEM I 2- 3-DIAGNOSTICS 4- ) 5-TRAFFIC-MEAS] 6-QUIT 7-LOGS 8-ACD REPORTS g-REPORTS - O- I To access the ACD Reports subform, press the ACD REPORTS softkey. The softkey labels change to: - l-SET 2-SHOW 3- 4- 5- 6-QUIT 7- 8- 9- o- SET Command The softkey functions are as follows: 1. Soti key Label I Function ~ I SET SHOW Sets up various parameters for the summary reports Shows the current setup of the ACD printouts QUIT Exits the user from the ACD Report mode. I The following subsections describe the reporting parameters available for each of these softkeys. 9.13 Use the SET command to enter or change any ACD Report parameters. After pressing the SET sof-tkey, the prompts change as shown below. l-AGENT SHIFT 2-PERIOD 3-DURATION 4-AUTOPRINT 5-CANCEL - 6- 7-START TIME 8-GRP SUMMARY 9- o- - - 9109-094-620-NA Issue 3 Revision 1 620 9-5
ACD TELEMARKETER Application Package Use the softkeys to enter the required data and to exit from the ACD REPORT function. The softkey functions are as follows: Softkey Label AGENT SHIFT - Function Enables/disables printing of the agent shift summa- ry reports. Enabled by default. PERIOD Sets the length of each reporting period from 10 minutes to 1 hour in 10 minute intervals. The de- fault.is 10 minutes. DURATION Sets the number of reporting periods. The duration must be a minimum of one period. The product of the duration multiplied by the period must be less than or equal to 24 hours. The default duration is 6 periods. AUTOPRINT Enables/disables printing of a “last hour” report at the end of each reporting period. Enabled by de- fault. CANCEL START TIME - Terminates the SET command. Sets the time of day, at 10 minute intervals, when the shift data collection starts. The start time must be defined before the group summary reports can be enabled. The default start time is 08:OO. GRP SUMMARY - Enables/disables printing of the group summary reports. Disabled by default. A start time must be defined before the report is enabled. The DURATION, PERIOD, GRP SUMMARY, and the START TIME can not be changed once the report is ru%ng. Stop the repot-t beforeattempting to change these parameters. SHOW Command 9.14 Use the SHOW command to display the status of the ACD reports. Af- ter pressing the SHOW softkey, the labels change as shown below. l- 2- 3-STATUS 4- 5-CANCEL . 6- 7- 8- 9- o- 620 9-6 9109-094-620-NA Issue 3 Revision 1
Reports Softkey Label STATUS STATUS CANCEL Function The STATUS softkey displays the following informa- tion in the screen window: STATUS : Active/inactive GROUP SUMMARY : ON/OFF AUTO PRINT : ON/OF The STATUS softkey displays the following informa- tion in the screen window: GROUPSUMMARY : ON/OFF STATUS : Active/Inactive START TIME : HH:mm PERIOD : nn minutes .DURATlON : nn periods AGENT SHIFT : ON/OFF Cancels the show command QUIT Command 9.15 This softkey command’allows the user to exit from the ACD REPORT mode at the console or terminal. 9109-094-620-NA Issue 3 Revision 1 620 9-7
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10. ACD MONITORS 10.1 The ACD Monitors act as a “window” to the ACD system by giving ACD Supervisors an event-display that is updated after the completion of each ACD activity. This section describes the purpose and content of each monitor, and defines the monitor fields and the keys available in each dis- play. HIERARCHY OF MONITOR DISPLAYS :’ 10.2 The Monitors allow access to four areas of the ACD TELEMARKETER system. The user may view the current activity for: l the overall system, l paths, l agents, and 0 agent groups. The Monitor data is presented in a series of displays on a standard, VT100 compatible terminal. Most displays show a summary of performance over the last hour of operation, or from the beginning of an agent’s shift. The moni- tors are arranged in a hierarchy as shown in Figure 10-l . Monitor ACD System ’ Paths Summary Agent Groups Summary Agents Summary Prog Stats Activity Prog Stats Activity Prog Stats Activity Figure IO-1 Monitor Hierarchy The following subsections provide an overview of the upper levels of moni- tor hierarchy. 9109-094-620-NA Issue 3 Revision 1 620 10-l
ACD TELEMARKETER Application Package 10.3 The System Activity monitor displays the current status of the ACD system. The display shows the number of agents logged in, the number of calls in the system, and general statistics on agent performance. 10.4 The Path Summary monitors are a series of displays for individual paths. Displays include the CDE programmed parameters of the path, the cur- rent activity on the path, and a brief statistical analysis for the path. 10.5 The Agent Groups Summary monitors are a series of displays for indi- vidual agent groups. Displays include the CDE programmed data for each agent group, the current activity of the group, and a brief current and histori- cal analysis of statistical data for the group. 10.6 The Agent Information monitors are a series of displays for individual ACD agents. Displays include CDE programmed data for each agent in the sys- tem, the current activity of the agents, and a brief current and historical anal- ysis of statistical data for the agents. ACCESSING MONITORS 10.7 The Monitors are accessed through a VT1 00-type terminal connected to a dataset. The dataset connects each Data Terminal (DTE) to a DNIC circuit on the PABX. The DTE connected to the dataset must be an ASCII data device using an RS-232C interface. As many as four users can access the Monitors simultaneously. Most displays are updated every 5 seconds. This update rate may vary depending on the number of users currently requesting monitor displays. The following subsections describe how to access the ACD monitors. 10.8 Perform the following steps to gain access to the monitors through a VTlOO-type terminal. Press key System Response: (See Note) Welcome to Mite1 SX-200 DIGITAL Data Switching * Note: The system response is a programmable herald that is selected during the programming of the Data Transceiver’s Class-Of-Service. Refer to Practice 9109-094-210-NA, Customer Data Entry (CDE), for details. To request the monitors, enter: MONITOR ACD or M ACD The display shows call progress as follows; Type the monitor password, and press the RETURN key. The default password is 1000. 620 10-2 9109-094-620-NA issue 3 Revision 1