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Toshiba Strata Dk Insight Dk Supervisor Guide

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    							Reports
    Reports
    Insight DK Supervisor 5/9923
    The parameters available for agent or extension group reports are shown in Ta b l e  7:
    Table 7 Parameters for Agent or Extension Group Reports
    ParameterAgent 
    GroupExt. 
    GroupAgent 
    Group 
    ProfileExt. 
    Group 
    Profile
    Number Incoming Calls Answered X X X X
    Total Call Time* Answered Calls X X
    Avg. Call Time* Answered Calls X X X X
    Longest Call Time* Answered Calls X X X X
    To t a l  Ta l k  T i m e X X
    Avg. Talk Time X X
    Longest Talk Time  X X
    Number of Internal Calls Answered X X X X
    Total Call Time* Internal Calls X X
    Avg. Call Time* Internal Calls X X X X
    Longest Call Time* Internal Calls X X X X
    Number of Outgoing Calls  X X X X
    Total Call Time* Outgoing Calls X X
    Avg. Call Time* Outgoing Calls X X X X
    Total Talk Time Outgoing Calls X X
    Avg. Talk Time Outgoing Calls X X
    Longest Call Time* Outgoing Calls X X X X
    Longest Talk Time Outgoing Calls X X
    Total Wrap-up Time X X
    Avg. Wrap-up Time X X X X
    Longest Wrap-up Time X X X X
    Number of Transferred-in Calls X X X X
    Number of Transferred-out Calls X X X X
    Number of Calls Held X X X X
    Total Holding Time X X
    Avg. Holding Time X X X X
    Longest Holding Time X X X X
    Number of RNA Calls X X X X
    Total Ringing Time of RNA Calls X X
    Avg. Ringing Time of RNA Calls X X X X
    Longest RNA Time X X X
    Number of Short Calls X X X X
    Number of Long Calls X X X X
    GOS – % Calls within Long/Short Criteria X X X X 
    						
    							Reports
    Reports
    24Insight DK Supervisor 5/99
    Traffic Reports for Lines or DNIS/DID Numbers
    There are four different report types available on Insight DK for traffic reporting on DNIS/DID 
    numbers and three report types for lines:
    ©Line/DID Traffic Report – provides a breakdown of the traffic information for individual 
    Lines/DIDs within a group.
    ©DID Traffic Profile Report – provides a profile of traffic information for an individual DID 
    over a number of time periods.
    ©Line/DID Group Traffic Report – provides a breakdown of traffic information for all groups 
    within a Line/DID super group (group of groups), such as “All Lines” or “All DIDs”.
    ©Line/DID Group Traffic Profile Report – provides a profile of traffic information for a Line/
    DID group, such as “Sales DIDs” or “Support Lines”, over a number of time periods.
    For each of these reports, to configure the statistics analysis thresholds that control the calculation 
    of GOS refer to “Configuring DID groups or Configuring lines” in the help file.
    A Line/DID traffic report provides historical call statistics data for each line or DID number within 
    a selected group. The report is presented in a line/DID per row format with a “Totals” entry for the 
    whole group being presented at the bottom of the report. Pagination of the report will occur if 
    either there are too many devices to fit in the height of a page or there are too many statistics 
    parameters to fit in the width of a page.
    A DID traffic profile report provides historical call statistics data for a selected DID number 
    presented in a series of uniform time bands. The interval time governing the time bands can be 
    anything from 1 minute up to 999 weeks. The report is presented in a time band per column 
    format. 
    Pagination of the report will occur if either there are too many time bands to fit in the width of a 
    page or there are too many statistics parameters to fit in the height of a page.
    A Line/DID group traffic report provides historical call statistics data for each DID group within a 
    selected super group. The report is presented in a group per column format. Pagination of the 
    report will occur if either there are too many groups to fit in the width of a page or there are too 
    many statistics parameters to fit in the height of a page.
    A Line/DID group traffic profile report provides historical call statistics data for a selected group 
    presented in a series of uniform time bands. The interval time governing the time bands can be 
    anything from 1 minute up to 999 weeks. The report is presented in a time band per column 
    format. Pagination of the report will occur if either there are too many time bands to fit in the 
    width of a page or there are too many statistics parameters to fit in the height of a page. 
    						
    							Reports
    Reports
    Insight DK Supervisor 5/9925
    The parameters available for Line or DNIS/DID reports are shown in Ta b l e  8:
    Table 8 Parameters for Line or DNIS/DID Reports
    ParameterLineDIDDID 
    Profile
    Number of Calls Handled X
    Total Call Time – Handled Calls X
    Avg. Call Time – Handled Calls X
    Number of Calls exceeding Wait Time – All Calls X X
    GOS – All Calls X X
    % Time on Call during Shift X
    Number of Calls Offered (Incoming) X X X
    Number of Calls Answered X X X
    Total Call Time* -- Answered Calls X X X
    Avg. Call Time* -- Answered Calls X X X
    Total Talk Time – Answered Calls X X X
    Avg. Talk Time – Answered Calls X X X
    Total Waiting Time -- Answered Calls X X X
    Avg. Waiting Time -- Answered Calls X X X
    Longest Call Time* -- Answered Calls X X
    Longest Talk Time -- Answered Calls X X
    Longest Waiting Time -- Answered Calls X X
    Number of Outgoing Calls X
    Total Call Time* -- Outgoing Calls X
    Avg. Call Time* -- Outgoing Calls X
    Total Talk Time – Outgoing Calls  X
    Avg. Talk Time – Outgoing Calls X
    Number of Held Calls X X X
    Total Hold Time X X X
    Avg. Hold Time X X X
    Longest Holding Time X X
    Number of Transferred Calls X X
    Avg. Number of Transfers per Trans. Call X X
    Total of all Transferred Calls X X
    Number of Calls Abandoned X X X
    % Calls Abandoned X
    Total Waiting Time – Abandoned Calls X X X
    Avg. Waiting Time -- Abandoned Calls X X X
    Number of Calls exceeding Wait Time – Abandoned Calls X X
    Longest Waiting Time -- Abandoned Calls X X
    GOS – Abandoned Calls X X
    Target Answer Time X X
    Erlangs of Traffic X X 
    						
    							Reports
    Reports
    26Insight DK Supervisor 5/99
    The parameters available for Line or DNIS/DID group reports are shown in Ta b l e  9:
    Table 9 Parameters for Line and DNIS/DID Group Reports
    ParameterLine 
    GroupDID 
    GroupLine 
    Group 
    ProfileDID 
    Group 
    Profile
    Number of Calls Offered (Incoming) XXXX
    Number of Calls Answered XXXX
    Total Call Time* -- Answered Calls XXXX
    Avg. Call Time* -- Answered Calls XXXX
    Total Talk Time – Answered Calls XXXX
    Avg. Talk Time – Answered Calls XXXX
    Total Waiting Time -- Answered Calls XXXX
    Avg. Waiting Time -- Answered Calls XXXX
    Longest Call Time* -- Answered Calls XXXX
    Longest Talk Time -- Answered Calls XXXX
    Longest Waiting Time -- Answered Calls XXXX
    Number of Calls exceeding Wait Time – All Calls XXXX
    GOS – All Calls XXXX
    Number of Calls Abandoned XXXX
    % Calls Abandoned XXXX
    Total Waiting Time -- Abandoned Calls XXXX
    Avg. Waiting Time -- Abandoned Calls XXXX
    Longest Waiting Time -- Abandoned Calls XXXX
    Number of Calls exceeding Wait Time – Abandoned CallsXXXX
    GOS – Abandoned Calls XXXX
    Number of Outgoing Calls X X
    Total Call Time* -- Outgoing Calls X X
    Avg. Call Time* -- Outgoing Calls X X
    Longest Call Time* -- Outgoing Calls X X
    Total Talk Time – Outgoing Calls  X X
    Avg. Talk Time – Outgoing Calls X X
    Longest Talk Time – Outgoing Calls X X
    Number of Held Calls XXXX
    Total Hold Time XXXX
    Avg. Hold Time XXXX
    Longest Holding Time XXXX
    Number of Transferred Calls XXXX
    Avg. Number of Transfers per Trans. Call XXXX
    Total of all Transferred Calls XXXX
    Target Answer Time XXXX
    Erlangs of Traffic XXXX 
    						
    							Reports
    Reports
    Insight DK Supervisor 5/9927
    Utilization Reports
    Utilization reports apply to agents and extensions and are available in two formats: standard and 
    profile. There are four utilization reports in all.
    An agent or extension utilization report provides historical time utilization data for each agent or 
    extension within a selected group. Note that the times are shown as a percentage normalized to the 
    shift that you collated the report with. The report is presented in an agent per row format with a 
    “totals” entry for the whole group being presented at the bottom of the report. 
    Pagination of the report will occur if either there are too many agents to fit in the height of a page 
    or there are too many statistics parameters to fit in the width of a page. Utilization percentages can 
    be calculated with respect to either the total reporting period or the amount of time each agent had 
    spent logged on.
    NoteThe “totals” entry for each column is the average for all the agents/extensions in the 
    group.
    An agent utilization profile report provides historical time utilization data for a selected agent 
    presented in a series of uniform time bands. The interval time governing the time bands can be 
    anything from 1 minute up to 999 weeks. The report is presented in a time band per column 
    format. Pagination of the report will occur if either there are too many time bands to fit in the 
    height of a page or there are too many statistics parameters to fit in the width of a page.
    Utilization percentages can be calculated with respect to either each profile interval or the agent/
    extension logged on time with each profile interval.
    NoteThe times are shown as a percentage normalized to the shift that you collated the report 
    with.
    The parameters for Utilization reports are shown in Ta b l e  1 0.
    Table 10 Utilization Report Parameters
    ParameterAgentExt.Agent 
    ProfileExt. 
    Profile
    Time Handling Incoming Calls XXXX
    Time Handling Outgoing Calls XXXX
    Time Handling Internal Calls XXXX
    Time Incoming Calls Held XXXX
    Time Outgoing Calls Held XXXX
    Time Internal Calls Held XXXX
    Time in Wrap-up XXXX
    Time Unavailable XXXX
    Time Busy XXXX
    Time Free XXXX
    Time Ringing Incoming Calls XXXX
    Time Ringing Internal Calls XXXX
    Time Logged On XXXX
    Time Logged Off XXXX 
    						
    							Reports
    Reports
    28Insight DK Supervisor 5/99
    Contention Reports (Insight DK Plus Only)
    Contention reports are available as standard or profiled over flexible time periods.
    A standard contention report provides the percentage of time a variable number of members in a 
    group were simultaneously free/busy. The statistics are presented either as non-cumulative or 
    cumulative.
    ©Non-cumulative - Each line of the report gives the percentage of time that exactly that 
    number of members were free.
    ©Cumulative - The first line of the report gives the percentage of time zero members were free. 
    The second line gives the percentage that up to one member was free. The third line gives the 
    percentage that up to two members were free and so on until the number of members in the 
    group or Max Items has been reached.
    A series of either line groups, extension groups, or agent groups can be analyzed within a single 
    report. The report is presented in a group member per row format. Pagination of the report will 
    occur if either there are too many group members to fit in the height of a page or there are too 
    many groups to fit in the width of a page.
    A contention profile report provides historical time data for the percentage of time a variable 
    number of members in a group were simultaneously free/busy. The statistics are presented either 
    as non-cumulative or cumulative. 
    A single report can analyze a line group, an extension group, or an agent group. The report is 
    presented in a time band per column format. Pagination of the report will occur if either there are 
    too many time bands to fit in the height of a page or there are too many statistics parameters to fit 
    in the width of a page.
    Wait Time Distribution Report
    A wait time distribution report provides the number of calls and percentage of calls whose wait 
    time fell within a series of user configurable time bands. The report can analyze the waiting time 
    distribution of either answered or abandoned calls or both together if required. A series of either 
    line groups, DID numbers or DID groups can be analyzed within a single report. 
    The report is presented in a wait time band per row format. Pagination of the report will occur if 
    either there are too many time bands to fit in the height of a page or there are too many groups/DID 
    numbers to fit in the width of a page.
    Account Code Report
    An account code traffic report provides historical call statistics data for each account code within a 
    selected account code group. The call statistics parameters available are as follows:
    ©Total number of calls for each account code (this is a summation of the selected call categories 
    within the report).
    ©Average handling time of these calls.
    ©Number of incoming calls that were answered for each account code.
    ©Average call time of these answered calls (this includes wrap-up time).
    ©Number of incoming calls that were transferred from another extension/agent for each account 
    code.
    ©Number of incoming calls that were transferred to another extension/agent for each account 
    code.
    ©Number of incoming calls that were placed on inquiry hold for each account code. 
    						
    							Reports
    Using MIS Reports to Improve Performance
    Insight DK Supervisor 5/9929
    ©Average holding time of these held calls.
    ©Number of internal/intercom calls for each account code.
    ©Average call time of these intercom calls.
    ©Number of outgoing calls for each account code.
    ©Average call time of these outgoing calls.
    The report is presented in an account code per row format with a “totals” entry for the whole group 
    being presented at the bottom of the report. Pagination of the report will occur if either there are 
    too many account codes to fit in the height of a page or there are too many statistics parameters to 
    fit in the width of a page.
    Using MIS Reports to Improve Performance
    Now that you are able to create report templates to provide you with the reports for the periods of 
    interest what do they all mean? This section deals with some of the potential problems identified 
    using the reporting package and possible solutions to those problems. As with many things there 
    could be a number of ways to improve performance and increase productivity so you may need to 
    try different things to see which work the best.
    Abandoned calls and long waits
    You may identify a problem of too many abandoned calls and complaints of long waits. Here are 
    some solutions to this problem:
    Solution A
    Using methods for keeping the caller waiting is usually one of the first methods employed to 
    handle the callers. This can be accomplished using the recorded announcement facilities. Well 
    worded messages played to callers in the queue have proved to be very successful in this area. 
    Avoid repeating the same message over and over and consider playing music or other recorded 
    information between greetings.
    Solution B
    If your staff make outgoing calls at the same time as they receive inbound calls consider restricting 
    the outbound activity to a less busy time of day. Use Profile Reports to identify the peak times and 
    the quietist times.
    Solution C
    Consider overflowing calls to other members of staff in other areas of the business. Although this 
    could be less than ideal it could eliminate the lost order or lost customer. Research has shown that 
    60% of callers who abandon do not call back.
    Solution D
    If you do not use headsets, consider introducing them. Headset use will speed up calls whenever 
    keyboard work is involved. Headsets could also permit the use of the auto answer feature on Strata 
    DK. This speeds up the call process and reduces noise and stress in the call center. 
    Solution E
    Use Profile Reports to identify peaks and valleys in terms of activity. Rarely will the level of traffic 
    be constant. Having identified the peak hours consider changing the working hours of staff and 
    maybe consider part time employees. 
    						
    							Reports
    Using MIS Reports to Improve Performance
    30Insight DK Supervisor 5/99
    Complaints of busy signals
    Use the Contention or Contention Profile Report to identify the size and timing of the problem. 
    Caution should be used before rushing out and adding more lines, even though they may be 
    relatively inexpensive. The additional lines could result in periods where callers go unanswered if 
    the staff available is not adjusted to take more calls.
    Solution A
    Assuming you have staff available to answer the extra volume, add more lines to your system.
    Solution B
    If your staff make outgoing calls at the same time as they receive inbound calls consider restricting 
    the outbound activity to a less busy time of day. Use Profile Reports to identify the peak times and 
    the quietest times.
    Solution C
    Find out if it is possible to reduce the duration of calls. If you can achieve this without reducing the 
    quality of service then this will allow you to answer more calls with the same number of lines and 
    people. Call duration can is the time spent on the call plus the wrap-up time allocated for the end of 
    the call. Before embarking on a call time reduction campaign consider the profile of the best agent. 
    Maybe when you look at this person you may consider training your staff to the performance level 
    of this best person.
    Solution D
    Check out the wrap-up time associated with telephone calls. If the time is excessive, find out why. 
    It could be, for example, that quotations have to be sent out, perhaps faxing from the PC could 
    speed up the process thereby increasing the volume of calls that can be handled. 
    One client established that the average time spent in wrap-up where an order was placed took over 
    ten minutes because the sales agent had to print off an order confirmation and take it to the mail 
    room for processing. Now the printer is located in the mail room and wrap-up time is reduced by 
    75%.
    Unexpected out-of-hours customer demand
    Using the Out of Hours shift for reports, you establish that there is a demand for your services 
    when you are closed.
    Using Profile Reports identify the demand and the timing and consider opening at this time to 
    handle the calls. If this is not possible consider giving callers the option to leave a message to be 
    dealt with as a priority when you start work. The third option could be to overflow to a bureau. In 
    all cases it is recommended to play an out of hours message apologizing for the fact you are 
    closed, stating your opening times and if alternatives are available state what they are.
    Complaints about too many transfers
    You may have customers who complain their call gets passed around the organization before they 
    get the person who can deal with their problem.
    Use the Group Traffic Reports to identify the guilty parties in terms of who transfers callers the 
    most and then the Event Reports to find out the details. This may indicate training requirements to 
    give the guilty members of staff the skills and knowledge to handle the calls themselves. Inquiry 
    calls could also indicate a similar problem.  
    						
    							Reports
    Creating Reports
    Insight DK Supervisor 5/9931
    If high proportions of calls are transferred because they are not dealt with by the receiving 
    department consider other methods of routing the calls into the correct department without human 
    intervention. Ideas here include using DID numbers to route calls into appropriate departments. 
    This is ideal if you are in a position to educate your callers. 
    The ideal caller here would be a field employee, employees at other locations and customers. 
    Another idea would be to answer all calls with an Auto-Attendant (AA) and make the user select 
    from a menu. The AA would then route the call according to the selection made.
    Creating Reports
    Report templates define the look and content data included in a report. You can use any of the 
    default report templates or create custom templates that can be used over and over. The steps show 
    how to create a custom template.
    NoteTo further refine the report content, also see “To Filter Reports” on Page 16.
    Create a Report Template
    1. Click on the 
    Reporter icon
    2. Click on the Report 
    Template icon
    ...or select 
    Set-up, Report 
    Te m p l a t e s .
    3. Type a new 
    template name over 
    the existing name
    From the Report 
    Templates, you can 
    create/edit 
    templates:
    ©Add
    ©Change
    ©Delete
    ©RenameThe Change button turns into the Add button when you type a new 
    template name.
    This is the template file name. The name that appears on the printed 
    report is entered later, in Step 4.
    3466 
    						
    							Reports
    Creating Reports
    32Insight DK Supervisor 5/99
    Edit the Report Contents
    4. Click the Add... 
    button, then enter 
    the report title in 
    the Print Name 
    box.
    ...or click Delete, 
    then select the 
    name of a template 
    to delete.
    ...or click Rename. 
    From Rename 
    Report Template, 
    type in a New 
    Template Name.
    5. Click OK.
    6. Click Close.
    1. Select Reports, 
    Report Templates.
    2. From Report 
    Templates, click 
    Change.
    3. Click Edit Item.
    4. From the Configure 
    Report dialog box:
    ©Select the Agent 
    Group from the 
    pull-down list
    ©Select Agent 
    Number, Name or 
    Both
    ©Select any of Total: 
    Calls, Time, Usage
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