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Toshiba Strata Dk Pc Attendant Console User Guide

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    							–––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––Incoming Calls
    Basic Calling29
    Incoming Call Types
    See the table below for Incoming Call types.
    Notes
    ©[DN] refers to any Directory Number button (also known as an Extension or Intercom 
    Number).
    ©[PDN] refers to Primary Directory Number button (the Extension Number for your 
    telephone).
    ©Calls transferred to Automatic Call Distribution (ACD) groups do not recall.
    Incoming Call 
    Ty p eActive Call WindowDescription
    Emergency 206 EMERGENCY CALL Emergency calls from station users 
    who pressed [DN] 
    + 
    #400. Emergency 
    calls have the highest answering 
    priority and appear in red.
    Park Recall LINE 1 PARK RECALL 
    ORBIT 900Park Recalls aler t the console after 
    the Park Recall timer expires.
    Transfer Recall LINE 1 RECALL FROM 
    206
    206 RECALLTransferred calls not answered at the 
    destination station before the ring 
    transfer timer expires.
    Hold Recall LINE 1 RECALL
    206 RECALLHold recalls that aler t the console after 
    the Hold Recall timer expires.
    Transfer LINE 1 TRANSFERRED 
    FROM 206Incoming line calls transferred to the 
    Attendant.
    Line Group XX New incoming CO line calls, where XX 
    is the group number (01~16). Names 
    can be programmed in Setup Line 
    Settings.
    Dial 0 206 CALLING Incoming calls from station users who 
    pressed [DN] 
    plus 
    0.
    [PDN] 206 CALLING Incoming calls from station users who 
    pressed [DN] + XXX or Call Forward to 
    XXX or 
    0, where XXX is the Attendant 
    Console’s [DN]. 
    						
    							Incoming Calls––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––
    30PC Attendant Console
    Answered Call Options
    See the table below for Answered Call Options.
    äTo place a call on Hold
    OptionPageOptionPage
    To place a call on Hold30Dialing a Number for a Caller46
    To use Automatic Hold31Performing Through Dialing for 
    a User47
    To transfer a call to an individual32Trunk-to-trunk Connections52
    Taking Notes About a Call36To make a trunk-to-trunk 
    connection52
    To transfer to a PBX or Centrex 
    system34Call Park and Page66
    To use Department Search with 
    Call Transfer37To complete a message started 
    earlier83
    ä
     Select the Hold button.The call appears on the Loop List. If a Note were 
    taken, that Note appears in the Hold Window as a 
    reminder of who is holding. 
    						
    							–––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––Incoming Calls
    Basic Calling31 ä
    To retrieve a held call
    äTo use Automatic Hold
    äTo switch between held calls
    äDouble-click on the held call 
    in the Loop box
    ...or
    1. Highlight the held call in the 
    Loop box.
    2. Select the Retrieve 
    button.The call moves from the Hold Loop to the Active Call 
    Area. Pressing the Retrieve button when a call is 
    not highlighted always selects the call at the top of the 
    list.
    äWhile on a call, select the 
    Answer Incoming button 
    to hold the existing call and 
    make a new call.The call is put on hold and answers the next call.
    1. When two calls are on hold, 
    highlight the held call in the 
    Loop box
    ...or
    select the held call.The Held Call moves to the Active Call Area and the 
    active call moves into the Hold List. If Automatic 
    Hold is not active, the active call disconnects.
    2. Select the Retrieve 
    button.
    NoteThe above items require setting the option “Automatic Hold” in the Setup menu or 
    you may drop calls. 
    						
    							Transferring Calls––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––
    32PC Attendant Console
    Transferring Calls
    With the Auto Dial feature, you can transfer a call by typing someone’s name. The Attendant 
    Console also provides information on the Conference/Transfer screen so that you can better 
    respond to callers. In addition to the basic conference/transfer features, the PC Attendant 
    provides you with a variety of transfer options. 
    äTo transfer a call to an individual
    1. While connected to the 
    current call, type a name, 
    (first or last) or an extension 
    number. When you begin typing, the Conference/Transfer 
    dialog box opens. If the dialed party is busy, an “X” 
    appears in the Busy box.
    2. If Auto Dial is on and a match 
    is found, the system Auto 
    Transfers 
    ...or 
    						
    							–––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––Transferring Calls
    Basic Calling33
    If Auto Dial is off and a 
    match is found, press Enter. 
    The PCATT will perform either a 
    Blind Transfer or an Announce 
    Transfer based on Setup.
    If no match is found, in the 
    Conference/Transfer dialog box 
    and highlight the name desired in 
    the Number drop-down box. 
    Then select Transfer (or 
    conference to announce first). 
    You have the following options;The console has an option to transfer “blindly” or 
    “supervised” upon pressing Enter.
    The complete directory information for the selected 
    party is shown on the screen.
    äTo transfer, select the 
    Transfer button
    ...orThis is sometimes called a “blind” transfer. The call 
    immediately rings the called party. If they do not 
    answer within a certain time (set in system 
    programming), the call will ring back to your console.
    click on the name or number 
    in the directory.If the console is set for Default Transfer, the call will 
    transfer immediately. If it is not set, you can announce 
    the call (see the following procedure). For more 
    information, see “Default Transfer”  on Page 99.
    äTo announce a call, select the 
    Conference button, announce 
    the call, then select the 
    Transfer button.If the system is set up to ring, the Voice soft key 
    displays.
    äTo transfer to voice mail, 
    select the Voice soft key to 
    toggle the ringing station to 
    Voice Announce
    äTo supervise a call, select the 
    Supervised button.The call is allowed to transferred and the console goes 
    idle, but the call remains on a loop. You can click on 
    the call and re-enter the call.
    äTo Camp-on, select the 
    Transfer button.When you camp a caller onto a busy line, the caller 
    will ring through to the busy party as soon as their 
    phone is idle. 
    						
    							Transferring Calls––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––
    34PC Attendant Console
    äTo transfer to a PBX or Centrex system
    äTo transfer a caller back out on another trunk
    äTo return to the original part, 
    close the Transfer dialog box 
    by selecting Cancel or press 
    the 
    Esc key.The operator maintains a path with the original party 
    until a selection button is chosen.
    1. While connected to the 
    current call, select the Conf/
    Trn
     button
    ...or
    enter the name (first or last) 
    of the desired party. When 
    you begin typing, the 
    Conference/Transfer dialog 
    box opens for name or 
    number entry
    2. Select the Flash
     button.
    3. Wait for an answer, select the 
    Release
     button.This enables the called person to answer before 
    hanging up to ensure call transfer.
    1. While connected to the 
    current call, select the Conf/
    Trn
     button
    ...or
    enter the name of a directory 
    entry setup to include the 
    trunk access code plus the 
    outside number.The directory entry does not display in the Directory/
    BLF field, but displays in the drop-down list.
    2. If no directory entry exists, 
    enter the outside number in 
    the Number field. 
    						
    							–––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––Transferring Calls
    Basic Calling35
    3. Select the line, line group, or 
    LCR after closing the drop-
    down Number field by 
    clicking on the arrow to the 
    right of the field.
    4. Click on Conference. Current call holds on a loop.
    5. Click on the soft key Join. The operator and two lines are joined.
    6. Click Exit to leave the two 
    parties connected
    ...or
    click Split to return to the 
    original caller.The Strata DK must be programmed to allow for trunk 
    to trunk conferencing. 
    						
    							Transferring Calls––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––
    36PC Attendant Console
    Taking Notes About a Call
    You can write a short reminder note to help you identify who the caller is or who is waiting on 
    a particular line. The note appears on-screen next to the line number.
    äTo take a note 
    1. While connected to the call, 
    from the Main Screen, select 
    the Take Note user button.
    NoteIf you do not have the 
    Take Note button, it 
    has not been assigned 
    to your console.
     
    2. In the Line Note dialog box, 
    enter a short Note (16 
    characters maximum) to 
    attach to the call.You can use the note to record information about the 
    call. The note shows in the Hold window or in the 
    Notes window when a call is recalled to the console.
    3. Select Save (or press Enter) 
    to save the note.The note displays with the line number in the Loop 
    screen when the call is held. If the line recalls the 
    console, the name displays in the Information window. 
    The note stays with the call until it is disconnected. 
    						
    							–––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––Transferring Calls
    Basic Calling37
    Using Department Search with Call Transfer
    äTo use Department Search with Call Transfer 
    1. From the Main Screen, select 
    the Dept Select user button.If the Dept Select button is not displayed and 
    available, it has not been assigned to your console.
    2. From the Department 
    Transfer dialog box, select the 
    desired name
    ...or
    enter the department name.
    You have the following 
    options:
    äTo transfer, select the 
    Transfer button.
    äTo announce the call, select 
    the Conference button, 
    announce the call, then select 
    the Transfer button.
    äTo supervise the call, select 
    the Supervised button. 
    						
    							Voice Mail––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––
    38PC Attendant Console
    Vo i c e  M a i l
    The PC Attendant Console is compatible with the Toshiba Stratagy or VP Voice Processing 
    systems. Voice Mail can be used as a Night Transfer location or to answer your calls when you 
    are busy or not available.
    äTo call or transfer a call to a voice mailbox
    1. When you are on a call, select 
    the Voice Mail button
    ...or
    press the Transfer VM button 
    in the Conference/Transfer 
    dialog box or Dialing dialog 
    box after selecting a name.
    2. From the Voice Mail Number 
    dialog box, select a name 
    from the directory or type a 
    name or number.
    Go to the directory to select 
    the person whose mailbox is 
    to be opened.
    3. Select the OK button. You hear the Voice Mail greeting. 
    The PC Attendant Console calls the voice mail pilot.
    Console setup settings must have the Voice Mail Pilot 
    number and prefix digits programmed in the Trans 
    VM Settings section. 
    4. When the voice mail answers 
    and you can hear the opening 
    greeting, click on the Transfer 
    button.The PC Attendant Console uses the mail box for the 
    extension found in the directory. 
    						
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