NEC EliteMail Vms/Elitemail Limited Job Specifications Manual
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Contents of this manual are subject to change without prior notice at the discretion of NEC America, Inc. This document has been prepared for the use of employees and customers of NEC America, Inc. and may not be reproduced without prior written approval of NEC America, Inc. EliteMail and Electra Elite are trademarks of NEC America, Inc. Copyright 1999 NEC America, Inc. 1555 Walnut Hill Lane Irving, TX 75038 Business Terminals Division
SECTION 1 G ENERAL I NFORMATIONThe EliteMail VMS/EliteMail Limited system is people oriented, and speeds communication between people using the very latest technology. The EliteMail VMS/EliteMail Limited has a set of manuals that provide all the information necessary to install and support the system. The manuals are described in this preface. SECTION 2 T HIS MANUALThis manual provides detailed information to tailor the application to the customer needs. Worksheets are provided to collect information about the NEC telephone system that can be used by the service technician when customizing the system. SUPPORTING D OCUMENTSEliteMail VMS/EliteMail Limited Technician Guide (Stock Number 750370) This manual provides general information about the system features, configuration, and standards. Sections of this manual include: Hardware Specifications Describes installation and operation of VMS/FMS( )-U10 ETU. Programming Provides Memory Block assignment to program VMS/FMS( )-U10 ETU. Console Maintenance Provides procedures for all local and remote maintenance. Reference Book Provides detailed information to enable the technician to set up and maintain the EliteMail VMS/EliteMail Limited system. Glossary Defines terms used in this guide. Preface
Table of Contents Job Specifications Manuali Chapter 1 Job Specification Worksheets Section 1 General Information ................................................................................ 1-1 Section 2 What You Should Know about Your Site ................................................ 1-1 Section 3 The Quick Install Method ........................................................................ 1-2 Section 4 About This Manual.................................................................................. 1-3 Section 5 EliteMail Limited ..................................................................................... 1-3 Chapter 2 Fill in the Worksheets Section 1 Worksheet 1: Site Information ............................................................... 2-1 Section 2 Worksheet 2: The Opening Greeting ..................................................... 2-5 Section 3 Worksheet 3: Operator Handling ........................................................... 2-9 Section 4 Worksheet 4: System Schedules......................................................... 2-11 Section 5 Worksheet 5: Default Subscriber Settings ........................................... 2-14 Section 6 Worksheet 6: System Security ............................................................ 2-22 Section 7 Worksheet 7: Directory Assistance...................................................... 2-24 Section 8 Worksheet 8: Public Fax Box .............................................................. 2-26 Section 9 Worksheet 9: Subscriber List............................................................... 2-31 Section 10 Worksheet 10: Guests ......................................................................... 2-33 Section 11 Worksheet 11: Message Groups ......................................................... 2-35 Section 12 Worksheet 12: Special Subscriber Settings ........................................ 2-39 Section 13 Worksheet 13: Public Interview Box .................................................... 2-47
iiTable of Contents Issue 1 EliteMail VMS/EliteMail Limited Section 14 Worksheets 14 & 15: Menus and Interviews Map ............................... 2-50 Section 15 Worksheet 15: Menus and Interviews List........................................... 2-54 Section 16 Worksheet 16: Transaction Boxes ...................................................... 2-59 Section 17 Worksheet 17: Interview Boxes ........................................................... 2-65 Chapter 3 Fill in the Screens Section 1 Before You Fill In the Screens................................................................ 3-1 Section 2 Program Worksheet 1: Site Information ................................................ 3-2 Section 3 Program Worksheet 2: The Opening Greeting ...................................... 3-6 Section 4 Program Worksheet 3: Operator Handling ............................................ 3-8 Section 5 Program Worksheet 4: System Schedules.......................................... 3-10 Section 6 Program Worksheet 5: Default Subscriber Setup ............................... 3-12 Section 7 Program Worksheet 6: System Security ............................................. 3-17 Section 8 Program Worksheet 7: Directory Assistance....................................... 3-19 Section 9 Program Worksheet 8: Public Fax Box ............................................... 3-22 Section 10 Program Worksheet 9: Subscriber List................................................ 3-26 Section 11 Program Worksheet 10: Guests .......................................................... 3-30 Section 12 Program Worksheet 11: Message Groups .......................................... 3-32 Section 13 Program Worksheet 12: Special Subscriber Settings ......................... 3-34 Section 14 Program Worksheet 13: Public Interview Box ..................................... 3-45 Section 15 Program Worksheets 14 & 15: Menus and Interviews ........................ 3-46 Section 16 Program Worksheet 16: Transaction Boxes........................................ 3-47 Section 17 Program Worksheet 17: Interview Boxes ............................................ 3-53 Appendix A Worksheets
List of Figures Job Specifications Manualiii Figure 1-1 EliteMail Limited Banner Screen ................................................................................... 1-4 Figure 1-2 FMS( )-U10 ETU ........................................................................................................... 1-5 Figure 2-1 FloppySoft Menus and Interviews Map ....................................................................... 2-52 Figure 2-2 FloppySoft Technical Support Menu Boxes ................................................................ 2-54 Figure 2-3 FloppySoft Accounting Transaction Box ..................................................................... 2-55 Figure 2-4 FloppySoft Product information and Ordering Menu Boxes ........................................ 2-56 Figure 2-5 FloppySoft Sales Hunt Group Boxes........................................................................... 2-58 Figure 2-6 Final Box in FloppySoft Sales Hunt Group .................................................................. 2-59 Figure 3-1 Easymade Application Screen Page 1 .......................................................................... 3-2 Figure 3-2 Easymade Switch Setup Screen Page 1....................................................................... 3-5 Figure 3-3 Keypad Map .................................................................................................................. 3-6 Figure 3-4 Easymade Application Screen Page 2 .......................................................................... 3-6 Figure 3-5 Easymade Application Screen Page 3 .......................................................................... 3-8 Figure 3-6 Easymade Application Screen Page 4 ........................................................................ 3-10 Figure 3-7 Easymade Application Screen Page 5 ........................................................................ 3-12 Figure 3-8 Access Code Options Window .................................................................................... 3-13 Figure 3-9 Easymade Application Screen Page 6 ........................................................................ 3-17 Figure 3-10 Easymade Application Screen Page 6 ........................................................................ 3-19 Figure 3-11 Public Fax Box ............................................................................................................ 3-22 Figure 3-12 Personal Directory Screen (Subscriber) ...................................................................... 3-26 Figure 3-13 Subscriber Added by Range ....................................................................................... 3-28 Figure 3-14 Personal Directory Screen (Guest) ............................................................................. 3-30 Figure 3-15 Groups Screen ............................................................................................................ 3-32 Figure 3-16 ID for Num Groups Field ............................................................................................. 3-33 Figure 3-17 Personal Directory Screen (Subscriber) ...................................................................... 3-35
ivTable of Contents Issue 1 EliteMail VMS/EliteMail Limited Figure 3-18 Access Code Options Window .................................................................................... 3-36 Figure 3-19 Personal Directory Page with Expanded Transfer Options Displayed ........................ 3-39 Figure 3-20 Transaction Directory, Public Interview Box................................................................ 3-45 Figure 3-21 Sample Transaction Box ............................................................................................. 3-47 Figure 3-22 Sample Interview Box ................................................................................................. 3-53
List of Tables Job Specifications Manualv Table 2-1 Sample Worksheet 1 – Site Information ........................................................................ 2-4 Table 2-2 Sample Worksheet 2 – The Opening Greeting ............................................................. 2-8 Table 2-3 Sample Worksheet 3 – Operator Handling.................................................................. 2-10 Table 2-4 Sample Worksheet 4 – System Schedules ................................................................. 2-13 Table 2-5 Sample Worksheet 5 – Default Subscriber Settings................................................... 2-21 Table 2-6 Sample Worksheet 6 – System Security ..................................................................... 2-23 Table 2-7 Sample Worksheet 7 – Directory Assistance .............................................................. 2-26 Table 2-8 Sample Worksheet 8 – Public Fax box ....................................................................... 2-30 Table 2-9 Sample Worksheet 9 – Subscriber List ....................................................................... 2-32 Table 2-10 Sample Worksheet 10 – Guests ................................................................................. 2-34 Table 2-11 Sample Worksheet 11 – Message Groups.................................................................. 2-38 Table 2-12 Sample Worksheet 12 – Special Subscriber Settings ................................................. 2-46 Table 2-13 Sample Worksheet 13 – The Public Interview Box ..................................................... 2-49 Table 2-14 Sample Worksheet 14 – Menus and Interviews Map .................................................. 2-51 Table 2-15 Sample Worksheet 15 – Menus and Interviews Map .................................................. 2-53 Table 2-16 Sample Worksheet 16 – Transaction Boxes ............................................................... 2-64 Table 2-17 Sample Worksheet 17 – Interview Boxes.................................................................... 2-67
Job Specifications Manual1 - 1 Job Specification Worksheets SECTION 1 G ENERAL I NFORMATIONYou can set up the digital voice mail system for a particular application quickly and easily. An application is the way you set up the voice mail system at a site to meet individual needs. Every company has unique telephone communication requirements. The decisions you make about the company specific needs determine the way you set up the voice mail system. SECTION 2 W HAT YOU S HOULD KNOW ABOUT YOUR SITEThe Quick Installation worksheets define everything that happens to a telephone call after it reaches an organization and how it is answered, transferred, and answered again. Before you begin filling out the worksheets, determine the answer to these questions: Which trunks does the voice mail system answer? This is the most important question to answer. Do you want the voice mail system to answer all trunks, so that all callers hear the voice mail system first and use it to route to the correct person? Do the receptionists answer the bulk of the calls, with the voice mail system answering only overflow calls during peak periods? Is the voice mail system used exclusively for voice messaging, answering only lines dedicated to that purpose? What should the voice mail system say when it answers? Should the different trunks be answered differently? Should A toll-free line require a special greeting? Do you want lines answered differently depending on whether it is day or night? Do you want to use directory assistance? Should callers be given a numeric or alphabetic directory of personnel?
1 - 2 Job Specification Worksheets Issue 1 EliteMail VMS/EliteMail Limited Which calls should be transferred to an operator? What happens when a caller without a touchtone telephone wants to go to the operator? Should the transfer be made automatically? What touchtone should callers press to get to the operator, and how many operator lines are there? How should calls be transferred to extensions? What happens after an extension is selected? Are calls answered differently for different individuals in the organization? Should the voice mail system ask for the caller name before transferring a call? If the extension doesn’t answer or is busy, should the caller be given other choices or just leave a message? Should internal calls forward to voice mail automatically? What does the organization want to happen when someone calls an extension in the organization and it is not answered or is busy? Do they want the call to forward automatically to the voice mail system? Do subscribers use message notification? How do people want to be informed when they have messages? Will message waiting lamps be used? Is automatic calling of a telephone at certain hours required? Does the organization use a fax machine? Does the organization want to use fax detect? What telephone extension should the fax machine use? Should the voice mail system ask outside callers to record a message describing their fax? Should the voice mail system send a public notice each time a call is transferred to the fax machine? SECTION 3 T HE QUICK INSTALL M ETHODThe Quick Install method organizes the answers to all of these questions to easily define an application that is structured around the most important considerations. The Quick Install method includes worksheets that facilitate setting up your voice mail system. These should be completed at least one week prior to the scheduled installation date.