Panasonic Dbs 576 Instructions Manual
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Section 525 - ACD/MIS Reference Chapter 3. Installation 576/HD-50-525 DBS 576/HD issued September 2001 3-9 Uninstalling the ACD Viewer Software 1. Shut down ACD Viewer. 2. Remove the Report.mdb from X:\Program Files\SMD \ACD\Report.mdb. 3. Open Control Panel Add/ Remove Programs. 4. Select ACD Viewer and Add/Remove button.
3-10 DBS 576/HD issued September 2001 576/HD-50-525 Chapter 3. Installation Section 525 - ACD/MIS Reference
576/HD-50-525 DBS 576/HD issued September 2001 4-1 Chapter 4. ACD Viewer System Components Starter Kit The minimum system configuration is the stand-alone configuration. To establish a stand-alone configuration requires one (1) copy of MIS Server software and one (1) copy of ACD Viewer. This combination of the MIS Server Software and ACD Viewer are bundled together and are available as an ACD Viewer Starter Kit. There is no difference in the Starter Kit for a stand-alone configuration and a network configuration. Only one copy of the MIS Server is required per installation no matter how many ACD Viewers, Wallboards, or Agent View applications are involved in the system. The MIS Server software comes with a software protection device that attaches to the printer port of the host PC. The MIS Server Software verifies the existence of the software protection device during the start-up process, and periodically throughout the operation of the MIS Server. ACD Viewer The Starter Kit includes one (1) copy of ACD Viewer. Each additional copy of ACD Viewer is purchased separately as needed. Adding additional ACD Viewers to an existing system can be accomplished incrementally as the business grows. Each copy of ACD Viewer comes with a software protection device that attaches to the printer port of the host PC. ACD Viewer verifies the existence of the software protection device during the start-up process, and periodically throughout the operation of ACD Viewer. Report Manager Report Manager is included in ACD Viewer and does not require a separate license.
4-2 DBS 576/HD issued September 2001 576/HD-50-525 Chapter 4. ACD Viewer System Components Section 525 - ACD/MIS Reference Agent View Agent View is available in a number of different concurrent license packages. Agent View license is available in bundles of 10, 25, or 50 concurrent licenses. Agent View can be installed on any number of host PCs. However, each instance of Agent View that connects to the MIS Server secures a licensed connection. Once the number of licensed connections equals the number of licenses on the software protection device, no other connections can be established. Agent View can have multiple instances of Agent View active on the same PC. Each instance of Agent View that connects to the MIS Server secures a licensed connection. If, for example, someone opened up 3 instances of Agent View on one PC to monitor three (3) different ACD Groups, three separate license connections are established. Each license bundle of Agent View comes with a software protection device that attaches to the printer port of the MIS Server host PC (not to individual PCs). Agent View verifies the existence of the software protection device during each Agent View start up process, and periodically throughout the operation of Agent View. The MIS server application limits the number of Agent View connections to the amount available on the Agent View software protection key. Wallboards Wallboard support is a function of ACD Viewer and does not require a separate license. Spectrum Wallboards are available from your Telecommunication’s Dealer.
576/HD-50-525 DBS 576/HD issued September 2001 5-1 Chapter 5. ACD Viewer Overview ACD Viewer organizes and displays ACD events reported by the DBS 576 or 576HD Management Information System port in an easy to use and understand format. The Call Center Supervisor receives real-time information on the status of calls in queue and individual Agents. ACD Viewer runs in the background on the Supervisors existing MS Windows 95, 98, or NT PC. This allows the Supervisor to work in other applications (MS Word, MS Excel…), while letting ACD Viewer monitor the alarm thresholds that the Supervisor has selected. Once an alarm threshold is exceeded, ACD Viewer alerts the Supervisor by changing the Alarmed item background color, playing a wave file, or flashing the title bar and application button, depending on the current display mode of ACD Viewer. Information Displayed ACD Viewer displays the following information for each ACD group: • Number of calls in queue (Calls Waiting) • Longest Call Waiting (LCW) • Number of Agents: Logged-In, Available, Unavailable, and Busy • Individual Agent Status and Status duration • Alarm Conditions • Phone System Date/Time Main View ACD Viewer provides real time Call Center information that Supervisors need to manage their workload (Incoming Calls) and their resources (ACD Agents). ACD Supervisors receive information for all active ACD groups in an easy to read format that includes either current ACD Queue Status and Agent Status for all ACD Groups or the Queue Status and individual Agent States for a particular group. Figure 2.4 shows a sample of ACD Main View.
5-2 DBS 576/HD issued September 2001 576/HD-50-525 Chapter 5. ACD Viewer Section 525 - ACD/MIS Reference Figure 2.4. ACD Viewer - Main View ACD Viewer is password protected. The ACD Viewer Administrator establishes passwords and user rights. The Administrative password has access to all ACD Groups; other passwords are established for access to all groups, a number of groups, or a single group. Alarms Alarms are set individually for each ACD Group and on each instance of ACD Viewer. This enables Managers and Supervisors to implement different alarm thresholds on their respective copies of ACD Viewer. Figure 2.5 shows a typical ACD Groups and Alarm Configuration window. Figure 2.5. ACD Groups/Alarm Configuration Window Visual and audible alarms alert the Supervisor when predetermined thresholds are exceeded, enabling the Supervisor to take appropriate action. Visual alarms in the Main View are displayed in colors selected by the
Section 525 - ACD/MIS Reference Chapter 5. ACD Viewer 576/HD-50-525 DBS 576/HD issued September 2001 5-3 Supervisor. While in Title-Bar View, the ACD Viewer Title-Bar and Application Button flash when an alarm condition occurs. Audible alarms sound over the standard PC speaker or plays a sound wave (.wav) file through the PCs sound card and speakers. Title-Bar View ACD Viewers Title-Bar View (Figure 2.6) can run unobtrusively in the background, and Always-On-Top. This enables the Supervisor to work in other applications (MS Word, MS Excel…) while letting ACD Viewer monitor the alarm thresholds that the Supervisor has selected. Once an alarm threshold is exceeded, ACD Viewer alerts the Supervisor by flashing the title bar and / or playing a sound wave, depending on the current Alarm settings. Figure 2.6. Title-Bar View • CW - Number of Calls Waiting (Work Load) • LCW - Longest Call waiting (Work Load) • LOG - Number of Logged-In Agents (Resources) • Avail - Number of Available Agents (Resources) • Unavail - Number of Unavailable Agents (Resources) • Busy - Number of Busy Agents (Resources) • Alarm Indications • The ACD Group Name Button View Button View is the most condensed display format. Button View displays as an open application that is minimized on the Windows Task-Bar at the bottom of the screen (like the Windows Start button). Alarms that exceed preset thresholds will cause the Button to flash, and a sound wave to play if sound is enabled. Placing the mouse pointer over the Button will display a Help Bubble that displays the same information as the Title-Bar View as shown here in Figure 2.7. Figure 2.7. Button View CW: 6 LCW: 0:09:30 LOG: 8 Avail: 0 Unavail: 3 Busy: 5 - Tech Support Help Bubble Button-View
5-4 DBS 576/HD issued September 2001 576/HD-50-525 Chapter 5. ACD Viewer Section 525 - ACD/MIS Reference Group Detail View Queue status and group statuses are displayed at the top of the window, while individual Agents in the group are displayed in the remainder of the window. The possible Agent States are ACD Call, PBX Call, Available, Unavailable, and Logged-Out. Figure 2.8 shows a typical ACD Viewer Group Detail window. Figure 2.8. ACD Viewer Group Detail Window The window can be sized to fit more Agents. However, the number of Agents displayed on the screen depends on the resolution settings of the screen and the size of the monitor. Names that are changed in one instance of ACD Viewer are reflected on all instances of ACD Viewer on the network. Remote Access Remote Access of ACD Viewer displays and reports, can be accomplished using pcAnywhere™ and modems.
576/HD-50-525 DBS 576/HD issued September 2001 6-1 Chapter 6. Report Manager Overview A number of reports are available which provide information and statistics on individual Agents, ACD Groups, Work Units, and Trunks. All reports can be scheduled to run periodically, and are then automatically sent to the Windows print manager. Reports can also be run manually whenever desired for whatever time period that is required. There are four templates for each report type: daily, weekly, monthly, and yearly. Any report template can be run for any duration of time. For example, if daily information is required for a twelve (12)-day period that occurred last month, simply select the report type and the dates required and run the report. Reports can be run for any combination of ACD Groups and Agents. Reports can be run for a single Agent, a subset of Agents within a group or many groups, an entire ACD Group, or all ACD Groups. You can export your finished reports to a number of popular spreadsheet and word processor formats, HTML format, ODBC format, and a number of common data interchange formats as well. This makes the distribution of information easier. For example, you may want to use report data to project trends in a spreadsheet package or enhance the presentation of data in a desktop publishing package. Reports have been formatted specifically to export to MS Excel 97™. Both the MIS Server master databases and the temporary report databases created by ACD Viewer Report Manager can be opened and manipulated with Microsofts Access 97™. Each report type has the following information: •Report Name - On the daily templates just the report name appears; on weekly, monthly, and yearly report templates the report period also appears as part of the report name (i.e.; Agent Call Summary - Monthly). •Report Period Start, Date and Time - States the beginning of the report period. •Report Period End, Date and Time - States the end of the report period. If a future date ime is requested the present date/time is inserted. •Report Print Date - The date the report was run/printed.
6-2 DBS 576/HD issued September 2001 576/HD-50-525 Chapter 6. Report Manager Section 525 - ACD/MIS Reference •Page Number - The page number is presented in the Page X of Y format. The descriptions that follow are Daily report formats. Generally the same data appears as totals, averages, and summaries on the Weekly, Monthly, and Yearly reports. For example, in many of the daily reports hourly intervals are shown for each day, while on the Weekly report daily totals are shown. Agent Call Summary Report The Agent Call Summary report provides a comprehensive view of Agent hours and call handling activities. The report is used to establish base line measurements in the Call Center and enables the Supervisor to evaluate Agent performance, relative to other Agents within the group. Figure 6.1 shows a typical Agent Call Summary report. Figure 6.1. Agent Call Summary Report