NEC Neax2000 Ivs Callcenterworx System Manual
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NDA-24213 CHAPTER 7 Page 87 Issue 3.0 ACD Menu Commands MAT Menu 5. MAT Menu 5.1 Menu Commands The commands used for the Maintenance Administration Terminal (MAT) functions are listed in this menu, providing one of three ways to select a MAT command data screen: 1. Selecting a command from the menu bar using the mouse (such as selecting the Tenant Data command by clicking Tenant Data under the MAT menu). 2. Selecting a command from the keyboard by holding down the Control and Shift keys and pressing an alphabetic letter (such as selecting the Tenant Data command by holding down CTRL and SHIFT and pressing T). For a complete list of MAT menu and keyboard commands, see Figure 9-2. 3. Selecting a command from the MAT icon Toolbar located under the menu bar by using the mouse (such as selecting the Tenant Data toolbar icon). Figure 7-8 MAT Toolbar Icons Each screen displays its icon in the top left corner, and the icon also appears on the screen’s tab in the Workbook area. Figure 7-9 MAT Menu
CHAPTER 7 NDA-24213 Page 88 Issue 3.0 ACD Menu Commands MAT Menu Figure 7-10 Sample Data Entry Screen 5.2 Data Screen Buttons The top button reflects the status of the contents. The first or configuration data entry will cause the top button to show “ Update.” Press the Update button (or the keyboard Enter key) to save an entry or a change. Any data entry or change after the first entry will cause the top button to show “ Remove.” You can press the top button (now the Remove button) to remove a previous entry. The center List button opens a Report screen view of the current data configured for this command. That screen displays icons allowing you to Save to a file, Save to Microsoft Excel, Print, Print Preview , Export to Microsoft Access, or Change font style or size directly from the Report view. The bottom Close button closes the data screen without saving any changes if the top button (Update/Remove) has not been pressed previously. Pressing the keyboard Escape key also closes the screen without saving entries or changes if Update/Remove has not been pressed previously. 5.2.1 How to Use the Buttons (a) To save newly entered or changed information, press Update or the Enter key. (b) To delete information, press Remove. (c) To close without saving changes, press Close instead of Update, or press the Escape key. (d) To close after saving changes by pressing Update or Enter, press Close. Operation Result Message BarForm Status Message Bar
NDA-24213 CHAPTER 7 Page 89 Issue 3.0 ACD Menu Commands MAT Menu 5.3 Information Choices The choices shown in the drop-down boxes in the data screen sometimes include only the information previously entered. For example, if only Split 1 and Split 2 have been entered and saved, those will be the only options shown, even though the Tenant Data may have been configured to allow more than 2 splits and the CallCenterWorX ACD system will handle a total of 30 splits (distributed among all tenants). In order to access an additional option, it must first be entered as new information and the Update button (or Enter key) pressed. It will then become another choice. Attempted entry of out-of-range information (such as more splits than a tenant has been configured for) will generate a red error message on the Operation Result Message Bar (see Heading 5.4) of the Data Entry Screen. 5.4 Message Bars The Form Status Message Bar, located in the bottom left area of the Data Entry Screen (see Figure 7-10), reflects the current state of information entry in the form. The Operation Result Message Bar, located in the bottom right area of the Data Entry Screen (see Figure 7-10), reflects the result of the current entry in the form. StateMessage An entry exists which is unchanged this session Remove Entry? A change has been made to an existing entry Update name of entity (such as Split) An entry is made that does not yet exist in the ACD New name of entity StateMessage Correct entry of an item (within character and digit limits, within configuration limits)ACD Data written successfully (in green) Attempted entry of an item which already exists in another entityEntry exists in another name of entity (in red)
CHAPTER 7 NDA-24213 Page 90 Issue 3.0 ACD Menu Commands Report Menu 6. Report Menu The first options available on the Report Menu are: Save to Text File, which saves the data to the text file name you specify. Save to Excel File, which saves the data to a Microsoft Excel file. Export to Access database, which exports the file to a Microsoft Access database. Print Report, which outputs a report to a designated printer without opening the Data Entry screen. Print Preview, which displays a sample of the report as it will be printed. These options are also available as icons on the menu bar of the Data Report screen (which is created by pressing the List button on the Data Entry screen). Figure 7-11 Report Menu Opening a Report screen for a particular MAT command name can be done in any of four ways: 1. Select a MAT command name from the listing of report titles under the Report menu (see Figure 7-11). 2. Hold down the ALT and Shift keys and enter the letter specified in the Report menu listing for that command. 3. Press the List button on the Data Entry screen for that command. 4. Select the icon for that command from the Reports Toolbar.
NDA-24213 CHAPTER 7 Page 91 Issue 3.0 ACD Menu Commands Report Menu Pressing the List button opens the Data Report screen. Figure 7-12 Sample Data Entry and Data Report Screens The icons on the Data Report Screen shown in Figure 7-12 offer quick ways to: Save the data to a text file. Save the data to a Microsoft Excel file. Export the data to a Microsoft Access database. Change the font style and size used in the report. View a Print Preview of the report. Send the report to a printer. Data Reports which are too wide for the whole report to fit on the screen will appear with a horizontal scroll bar across the bottom, allowing you to move across the columns. You can also adjust the viewing position of a report by selecting the title bar with the mouse and dragging the report to bring the desired columns into view. The columns in a Data Report screen (shown in Figure 7-12) can be resized or rearranged by using the mouse to drag the column headings.
CHAPTER 7 NDA-24213 Page 92 Issue 3.0 ACD Menu Commands Report Menu Figure 7-13 Sample Report Print Preview Screen The Print Preview screen shown in Figure 7-13 can be opened by choosing the Print Preview command on the Report menu, or by clicking the Print Preview icon on the Data Report menu bar. The Print command sends the report to the printer. The Next Page, Previous Page, Two Page, Zoom In, and Zoom Out commands on the Print Preview menu bar allow you to have varying views of the displayed report. The Close command closes the Print Preview screen. The column arrangement will reflect any column adjustments made in the Data Report screen.
NDA-24213 CHAPTER 7 Page 93 Issue 3.0 ACD Menu Commands Window Menu 7. Window Menu Cascade Places all open dialogs on top of each other in a cascading fashion, with each title bar visible and selectable. Tile Places all open dialogs apart from each other with some overlap between dialogs, with each item selectable. Close All Closes all open screens. Output Window Opens a blue trace viewing area below the console area (between the Workbook Area and the Status Bar) for use by technical personnel. Permits technical monitoring of logged events in the ACD. This output can be printed or e-mailed to another location if your technician requests. 8. Help Menu Help Topic opens the CallCenterWorX ACD online Help system (explained in detail in Chapter 11, “CallCenterWorX Online Help”). About provides data about the CallCenterWorX ACD system.
CHAPTER 7 NDA-24213 Page 94 Issue 3.0 ACD Menu Commands Help Menu This page is for your notes.
NDA-24213 CHAPTER 8 Page 95 Issue 3.0 MIS Menu Commands File Menu CHAPTER 8 MIS Menu Commands 1. File Menu Figure 8-1 File Menu The following commands are listed under the File menu: Save confirms the entry of information. Print sends the current information to the designated printer. Print Preview displays an example of what the print output will look like. Print Setup allows you to choose the printer destination, the paper size and source, the number of copies, and the printer properties such as orientation, graphic resolution, and layout. Grid Print Setup evokes display of the Report Layout Grid (see Chapter 10, Figure 10-21). This grid permits formatting of report data margins, titles, grid lines, page order, and centering axis. The grid allows you to save this setting for future printouts of the report. System Shutdown is the command by which you exit CallCenterWorX MIS.
CHAPTER 8 NDA-24213 Page 96 Issue 3.0 MIS Menu Commands Edit Menu 2. Edit Menu The Edit menu contains commands for many of the icons on the console Toolbar. Figure 8-2 Edit Menu Commands 1. The Add Record and Delete Record commands refer to the Assignment windows under the Configuration menu. Figure 8-3 Add Record and Delete Record Icons 2. The Text View and Graph View commands determine in what form status screens and reports appear. These commands apply in both the Status Screens menu and the Reports menu. Figure 8-4 Graph View and Text View Icons 3.Refresh Report updates screens already running. The Create Graph command operates under the Status Screens and the Reports menus. Figure 8-5 Refresh Report and Create Graph Icons 4. The Modify Graph command alters existing graphs. The Zoom Out enlarges or reduces the screen image. Figure 8-6 Modify Graph and Zoom Out Icons