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 3463 3545