Toshiba Strata Dk Pc Attendant Console User Guide
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October 1997 Telecommunication Systems Division Digital Business Telephone Systems PC Attendant Console User Guide
Publication Information Toshiba America Information Systems, Inc., Telecommunication Systems Division, reserves the right, without prior notice, to revise this information publication for any reason, including, but not limited to, utilization of new advances in the state of technical arts or to simply change the design of this document. Further, Toshiba America Information Systems, Inc., Telecommunication Systems Division, also reserves the right, without prior notice, to make such changes in equipment design or components as engineering or manufacturing methods may warrant. Version A, May 1997 Version B, October 1997 © Copyright 1997 Toshiba America Information Systems, Inc. Telecommunication Systems Division All rights reserved. No part of this manual, covered by the copyrights hereon, may be reproduced in any form or by any means—graphic, electronic, or mechanical, including recording, taping, photocopying, or information retrieval systems—without express written permission of the publisher of this material. Strata is a registered trademark of Toshiba America Information Systems, Inc. Trademarks, registered trademarks, and service marks are the property of their respective owners.
i Contents Introduction Organization ...........................................................................................................................................v How to Use This Guide ........................................................................................................................ vi Conventions .......................................................................................................................................... vi Related Documents .............................................................................................................................. vii Chapter 1 – The Grand Tour Function Keys .........................................................................................................................................2 Special Function Keys ............................................................................................................................2 Numeric Keypad .....................................................................................................................................2 Main Screen ............................................................................................................................................3 Console ID Area ...............................................................................................................................4 Menu Bar ..........................................................................................................................................4 Feature Toolbar ................................................................................................................................5 Status Bar .........................................................................................................................................8 Incoming Call Display .....................................................................................................................9 Active Call Area ...............................................................................................................................9 Loop-Hold Display ...........................................................................................................................9 User Buttons .....................................................................................................................................9 DSS/BLF Station Directory .............................................................................................................9 Keyboard Navigation ............................................................................................................................11 Mouse Navigation .................................................................................................................................12 On-line Help .........................................................................................................................................12 Chapter 2 – Console Controls Night Transfer .......................................................................................................................................14 Automatic Night Transfer .....................................................................................................................15 Position Busy ........................................................................................................................................16
iiStrata DK Digital Telephone Console Overflow .................................................................................................................................17 Background Music Over External Speakers .........................................................................................17 Privacy ..................................................................................................................................................18 Privacy Release .....................................................................................................................................18 Call Forward .........................................................................................................................................19 Internal Call Forward .....................................................................................................................19 External Call Forward ....................................................................................................................20 Call Forward Fixed ........................................................................................................................21 Line Group Restrictions ........................................................................................................................22 Timed Reminders ..................................................................................................................................23 Date and Time .......................................................................................................................................24 Volume Control ....................................................................................................................................25 Chapter 3 – Basic Calling Incoming Calls ......................................................................................................................................28 Incoming Call Types ......................................................................................................................29 Answered Call Options ..................................................................................................................30 Transferring Calls .................................................................................................................................32 Taking Notes About a Call .............................................................................................................36 Using Department Search with Call Transfer ................................................................................37 Voice Mail ............................................................................................................................................38 Placing Calls .........................................................................................................................................39 Voluntary Account Codes .....................................................................................................................42 Calling Options .....................................................................................................................................43 Setting or Cancelling Automatic Callback .....................................................................................44 Busy Override and Off-Hook Call Announce (OCA) ....................................................................45 Dialing for Others .................................................................................................................................46 Dialing a Number for a Caller ........................................................................................................46 Performing Through Dialing for a User .........................................................................................47 Conference Calls ...................................................................................................................................48 Creating a Three-way Call or Joining Two Calls ...........................................................................48 Adding a Station to Create a Conference Call ...............................................................................49 Adding a CO Line to Create a Conference Call .............................................................................50 Call Splitting (Split/Switch) .................................................................................................................51 Trunk-to-trunk Connections .................................................................................................................52 Call Supervision ....................................................................................................................................54
iii Chapter 4 – Advanced Calling Speed Dial .............................................................................................................................................56 Speed Dial Special Function Codes ...............................................................................................57 Using Speed Dial Numbers ............................................................................................................58 Paging ...................................................................................................................................................59 Emergency Page ...................................................................................................................................60 Door Locks ...........................................................................................................................................60 Door Phones ..........................................................................................................................................61 Last Number Redial ..............................................................................................................................62 Saved Number Redial ...........................................................................................................................63 Call Pickup ............................................................................................................................................64 Call Park ...............................................................................................................................................65 Call Park and Page ................................................................................................................................66 Auto Park/Page .....................................................................................................................................68 Setting Auto Park ...........................................................................................................................69 Abandoned Calls ...................................................................................................................................70 Alarm Reset ..........................................................................................................................................71 Chapter 5 – Directory Adding Entries into the Directory .........................................................................................................74 Directory Settings .................................................................................................................................75 Directory Find ................................................................................................................................76 Chapter 6 – Message Center Taking a Message .................................................................................................................................78 Taking a Message for a Holding/Recalling Party .................................................................................80 Retrieving a Message from the Message Center ............................................................................82 Message Waiting Indications Sent ........................................................................................................83 Console Message Waiting Light ...........................................................................................................84 Creating LCD Messages .......................................................................................................................85 Preprogrammed Messages .............................................................................................................85 Send LCD Messages ......................................................................................................................87 Advisory Message ..........................................................................................................................89
ivStrata DK Digital Telephone Chapter 7 – View Menu Tool Bar ................................................................................................................................................92 Status Bar ..............................................................................................................................................92 Call Statistics ........................................................................................................................................92 Chapter 8 – Administration Password ...............................................................................................................................................96 Console Settings Options ......................................................................................................................97 Automatic Dialing ..........................................................................................................................97 Activate On Incoming ....................................................................................................................97 Multiple Attendants ........................................................................................................................97 Automatic Hold ..............................................................................................................................97 ANI Display On .............................................................................................................................97 Default Transfer .............................................................................................................................97 Changing Console Settings ............................................................................................................98 Set an Account Code Length ..........................................................................................................99 Assign a [DN] for Voice Mail and Quick Messages ......................................................................99 Storing Voice Mail ID codes ........................................................................................................100 CO Line Names ..................................................................................................................................100 Changing CO Line and Line Group Names .................................................................................100 Setting a Default Line or Line Group ..........................................................................................102 User Buttons .......................................................................................................................................102 System Codes ......................................................................................................................................104 DISA Security Code .....................................................................................................................104 Traveling Class Code ...................................................................................................................105 Toll Restriction Override Codes ..................................................................................................106 Verified Account Codes ...............................................................................................................107 Answer Prompts ..................................................................................................................................108 DNIS Prompts ..............................................................................................................................109 Change Station User Name .................................................................................................................112 Door Phone Button Labels ..................................................................................................................113 Door Unlock Button Labels ................................................................................................................113 Paging Button Labels ..........................................................................................................................114 Printer Setup .......................................................................................................................................115
v Appendix Windows Operations ..........................................................................................................................117 Windows Controls ..............................................................................................................................119 Change the Screen Colors ............................................................................................................119 Setup Easy Application Switching ...............................................................................................119 Change the Keyboard Repeat Speed ............................................................................................119 Change the Mouse Speed .............................................................................................................119
Introductionvii Introduction This guide provides instructions for operating a Strata DK PC Attendant Console for Microsoft® Windows® working with following Strata DK Systems. These systems include all processors except the RCTUA, for the following: ©DK280 ©DK424 This guide is written assuming that you are familiar with operating a PC, mouse, and Windows software. Organization This guide is divided as follows: ©Chapter 1—The Grand Tour includes information on the PC Attendant Console keyboard, the Main Menu, and how to navigate through the menus and dialog boxes. It also describes the Feature Toolbar. ©Chapter 2—Console Controls provides descriptions and instructions for each of the console settings. These settings include the console mode, time and date, and general settings affecting how calls are handled during and after your shift. ©Chapter 3—Basic Calling explains how to perform the most commonly-used features, including answering, calling, and transferring calls. ©Chapter 4—Advanced Calling describes how to use more advanced features, such as Speed Dialing, Call Parking, etc., and other features available from the Features submenu. ©Chapter 5—Directory explains how to add names, phone numbers, and status information to the directory, as well as how to access it and perform a search. ©Chapter 6—Message Center shows the various features available for taking memos and sending messages and message notifications.
How to Use This Guide–––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––– viiiPC Attendant Console © Chapter 7—View Menu provides instructions for displaying the Toolbar and Status Bar, viewing and printing Call Statistics. ©Chapter 8—Administration describes various administrative features which affect the console’s capabilities. ©Appendix contains instructions for setting those Windows controls which affect the PC Attendant Console. How to Use This Guide We suggest that you read this entire guide and get acquainted with the on-line help screens, described in Chapter 1—The Grand Tour. Conventions An icon on the left side of the page represents the feature toolbar icon that you can click on to access the feature or the feature’s dialog box. NoteElaborates specific items or references other information. Important!Calls attention to important instructions or information. CAUTION!Advises you that hardware, software applications, or data could be damaged if the instructions are not followed closely. Letters in [brackets] represent buttons which have Directory Numbers on them, such as PDN. For example:The left column gives you the single or numbered steps you need to perform a procedure. These steps apply to both mouse or keyboard use.The right column gives the immediate response to your action. This column also includes additional notes and comments.