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Toshiba Strata Dk14, Dk40i, Dk424 General Description Manual

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    							Automatic Call Distribution
    ACD Supervisor Features
    Strata DK Feature Description 5/99307
    ©1 internal or external modem with minimum 14,400 bps speed
    ©Optional Network Interface Card (NIC) running TCP/IP and NetBEUI
    Software
    ©Dedicated PC: Windows 95 (A, B or C version only) or Windows 98
    ©Shared PC: Windows NT 4.0 SP3
    ©Running additional programs can done with Windows NT Workstation if the customer is 
    willing to risk data disruption if the PC must be restarted. Never run additional programs when 
    using Windows 95/98. 
    ©Symantec’s pcAnywhere® is required for Technical Assistance from Toshiba
    Multiple Supervisor Configuration – Server
    Hardware
    ©Pentium PC - minimum 133 MHz 
    ©32 MB minimum memory
    ©1 printer port for License Verification and optional printer connection
    ©1 COM port for Strata DK MIS Event data stream
    ©1 internal or external modem with minimum 14,400 bps speed 
    ©Network Interface Card (NIC) running TCP/IP and NetBEUI
    Software
    ©Windows NT 4.0 Workstation SP3 (up to 10 connections) or Windows NT Server 4.0 SP3 
    (greater than 10 connections)
    ©Do not run additional programs except as diagnostic tools on the MIS Server
    ©pcAnywhere is required for Technical Assistance from Toshiba
    Insight DK MIS Client (Sub-supervisor)
    Hardware
    ©Pentium PC - minimum 133 MHz 
    ©16 MB minimum memory for Windows 95/98 or 32 MB for Windows NT 4.0
    ©Network Interface Card running TCP/IP and NetBEUI 
    Software
    ©Dedicated PC: Windows 95 (A, B or C version only), Windows 98
    ©Shared PC: Windows NT 4.0 SP3
    ©Running additional programs can done with Windows NT Workstation if the customer is 
    willing to risk data disruption if the PC must be restarted. Never run additional programs when 
    using Windows 95/98. 
    						
    							Automatic Call Distribution
    General Features
    308Strata DK Feature Description 5/99
    ©Each sub-supervisor PC needs to be on with the Insight DK Plus application fully functioning 
    while the monitored ACD groups are active to continually collect the real time data needed to 
    display complete information for each shift. This is not required for reports generated by sub-
    supervisor PCs because reports are generated from information from the master PC. 
    inView Client
    Hardware
    ©Pentium® PC - minimum 133 MHz 
    ©16 MB minimum memory (Windows 95/98) and 32 MB (Windows NT 4.0)
    ©Network Interface Card running TCP/IP and NetBEUI
    Software
    ©Dedicated PC: Windows 95 (A, B or C version only) or Windows 98
    ©Shared PC: Windows NT 4.0 SP3
    System Functionality
    The ACD MIS software is designed with a high degree of flexibility to suit the needs of a wide 
    range of call centers. The sophistication of the product can be hidden until the call center manager 
    is ready to take advantage of the enhanced capabilities of the MIS. To give even more flexibility, 
    there are two variants of the ACD MIS software, with a simple upgrade path between them:
    ©The entry-level product is called “Insight DK.”
    ©The enhanced product is known as “Insight DK Plus.”
    General Features
    The following lists features which are provided by Insight and Insight DK Plus.
    License Options
    There are a number of options available with both products with respect to sizing, wallboards and 
    sub-supervisor positions. These options are controlled by the software protection (license key) 
    system and the user license.
    Sizing
    Both products may operate up to 256 agents, with 256 extensions and 200 lines. Up to 500 groups 
    and 100 supergroups are supported. Both products allow up to 100 account codes.
    Electronic Wallboards
    Wallboards are supported by Insight DK and Insight DK Plus. Up to six wallboards may be 
    connected to each supervisor position. Wallboard drivers supplied are compatible with the 
    Shorekarn Messagemaker and a range of Spectrum Inc. wallboards, including:
    ©Shorekarn Messagemaker 2 x 16
    ©Spectrum 215C 1 x 15 
    						
    							Automatic Call Distribution
    General Features
    Strata DK Feature Description 5/99309
    ©Spectrum 320C 1 x 20
    ©Spectrum 4120C 2 x 20
    Sub-Supervisors
    Subsequent supervisor positions are available with Insight DK Plus. The number of subsequent 
    supervisor positions available is limited to 80 positions total.
    Remote Access
    Remote access is supported by Insight DK. To use this feature an additional remote access 
    package, pcAnywhere, is required by the user and the Toshiba support service center.
    Password Protection
    Password protection of the configuration is standard.
    Help File
    There is a comprehensive context-sensitive help file with both products, which provides users with 
    immediate on-line assistance on operation and programming.
    Alarms
    Alarms are available to enable the supervisor continue with their daily activities knowing they can 
    rely on the MIS to tell them when there is a problem. Audible and visual alarms may be 
    programmed at the individual device or group level.
    Flexible Reporting
    Reports can be compiled using statistics relating to any shift pattern, as defined by the call center 
    manager. When compiling a report, the user defines the time period over which the report is 
    compiled. This period can be defined to the nearest minute and is not limited to any time 
    boundaries. For example, a report can be set to cover only information relating to the call center’s 
    night shift from the period of 11:04 p.m. on May 21, 1998 to 3:43 a.m. on June 3, 1998.
    The resolution of event reports is to the second. For profile reports the user may set the resolution 
    to any integral value of minutes, hours, days or weeks.
    Automatic Reporting
    The Automatic Reporting feature in Insight enables reports to be generated at user defined times. 
    Different report templates can be set up to be generated at different time intervals and there is a 
    choice of outputs, i.e., the reports could be sent to a printer, saved to disk, or exported. 
    						
    							Automatic Call Distribution
    Insight DK Features
    310Strata DK Feature Description 5/99
    Reporting Output Options
    ©Print – After a report is generated, it is automatically printed from the Insight DK default 
    printer.
    ©Close on Completion – After a report is generated or any other output options selected have 
    been completed, the report ise removed from the Insight Reporter screen.
    ©Save to file – (Insight DK Plus only) The generated report is saved to the file name specified. 
    Every time this report is generated the name is overwritten.
    ©Export to file – (Insight DK Plus only) Similar to “Save to file,” this option creates a text file 
    that can be opened in another application, such as a spreadsheet package. 
    ©Basic Scheduling – Basic allows you to select hourly, daily or weekly and allows you to 
    choose the time that the selected reports get generated. 
    ©Advanced Scheduling – Advanced options include more control over the frequency, starting 
    date, starting time and control over the period of the report.
    Retrospective Analysis
    Reports can be compiled even after software upgrades (including upgrades from Insight DK to 
    Insight DK Plus) using data collected from the original installation date of the MIS. If a new report 
    type is added to Insight DK, it can be used to analyze all previously collected MIS data.
    Insight DK Features
    The entry level ACD MIS is known as Insight DK. In addition to the previously described general 
    features Insight DK also has the following features:
    ©Three different types of real time windows are available
    ©Four real time templates can be created using any number of windows
    ©There are 12 types of reports available on the Insight DK
    ©Reports cover a maximum period of 1 year
    ©Wallboards are supported
    ©inView LAN-based displays are supported
    Real Time Displays
    The following real time windows are available:
    ©Forty different parameters can be shown using the Large Character windows
    ©Three different types of status displays:
    ©Agent
    ©Line
    ©Extension
    ©Four different types of statistical displays:
    ©Agent
    ©DID 
    						
    							Automatic Call Distribution
    Insight DK Plus
    Strata DK Feature Description 5/99311
    ©Extension
    ©Line Group
    These displays may be configured to report on individual devices, device groups or on a 
    supergroup (groups of groups). The only limit to the number that can be displayed at any one 
    time is the size of the screen and the size of each window. Four real time templates may be 
    created and saved at any time. See Figure 15 for an example of Real Time Displays.
    Figure 23 Sample Real Time Screen Using Insight DK Displays
    Insight DK Plus
    The enhanced ACD MIS product is the Insight DK Plus. As well as the general features described 
    previously, Insight DK Plus provides the following:
    ©Five different types of real time windows
    ©Any number of real time templates
    ©28 types of reports
    ©Up to one year’s worth of data reports
    ©Ability to export reports in comma delimited format to spreadsheet packages like Excel or 
    Lotus® 1-2-3®, where information can be displayed in graphical format.
    ©The Insight DK Plus database can be exported (in call record format) to Microsoft’s Open 
    Database Connectivity (ODBC) compliant database for further analysis.
    ©Supports wallboards
    ©Supports sub-supervisors
    ©Supports inView LAN-based displays
    4052 
    						
    							Automatic Call Distribution
    Insight DK Plus
    312Strata DK Feature Description 5/99
    Insight DK Plus Real Time Displays
    The following real time windows are available:
    ©Over 200 different parameters can be shown using the Large Character windows.
    ©Three different types of status displays:
    ©Agent
    ©Line
    ©Extension
    ©Four different types of statistics displays:
    ©Agent
    ©DID
    ©Extension
    ©Line Group
    There are also two different types of graphical displays:
    ©Wait Time
    ©Calls in Queue
    These displays may be configured to report on individual devices, device groups or on a 
    supergroup (groups of groups). The only limit to the number that can be shown at one time is the 
    size of the screen and the size of each window. Four real time templates may be created and saved 
    at any time. Figure 15 shows sample Real Time Displays with graphs.
    Figure 24 Sample Real Time Display including Graphs
    In addition to being viewed on the screen and being printed, reports may be saved. Reports may be 
    exported as text files and database call records may be exported to Microsoft Open Database 
    Connectivity (ODBC) compliant databases with 16-bit drivers.
    4051 
    						
    							Automatic Call Distribution
    Insight DK Plus
    Strata DK Feature Description 5/99313
    Reports
    Reports can be viewed on screen and printed, but may not be saved. The maximum period of an 
    individual report is one year. To view data over a period of two years, it is necessary to compile 
    two consecutive reports (each of period one year). Reports may be compiled using data collected 
    right back from when the product was first installed. Figure 15 shows a sample Agent Report.
    Figure 25 Sample Agent Report
    Types of Reports
    This section defines the types of reports available for the user. The terms used in the reports are 
    explained in the next section. Insight DK Plus offers all of the reports listed. Insight DK provides a 
    subset of these reports, shown in bold in Table 21.
    Table 21 Insight DK and DK Plus Reports 
    Report TypeAvailable forShowsUses
    Event Reports
    ©Agents
    ©Extensions
    ©Line GroupsEach event shown per line with 
    important information.Provides a step-by-step account of 
    what is occurring on a particular 
    device.
    Traffic Reports
    ©Agents
    ©Extensions
    ©LinesEach device is shown per line with 
    call statistics presented in columnar 
    format.Traffic Reports are designed to give 
    an overview of activity and 
    performance of all members of a 
    group.
    24 Hour
    START:
    STOP:Monday 11/26/98 14:30
    11/30/98
    Agent
    CallsTotal Answered Calls OutgoingRNAPart 1 of 2
    Page 1 of 3
    on
    11/09/98
    Ave.
    Time%
    UseCallsAve.
    CallAve.
    TalkAve.
    WrapAvg.
    WaitAvg.
    Talk Avg.
    Calls Calls
    All Reports on Insight DK+
    Demonstration
    Agent Traffic for All Agents
    15:30 Friday
    Andrew Parker 1 01:26:25 00:001.2 10 00:00 00:00
    Dave Stringer 95 14:57 16:8019.7 1184 13:49 02:29
    Dale Whitaker 96 09:47 11:1813.0 1581 08:32 02:46
    Beverly Cardner 101 12:12 12:2417.1 298 09:36 02:48
    Phil Otell 0 00:00 00:000.0 00 00:00 00:00
    Jane Yeasky 79 16:49 16:4518.5 970 14:31 02:14
    Jenny Harrington 0 00:00 00:000.0 00 00:00 00:00
    Alan Harrson 15:01 16:3313.6 758 14:27 02:06
    Gareth Wear65
    13:23 14:2713.4 863 11:43 02:44
    Tracy Oldman72
    18:02 19:5816.8 760 17:30 02:28
    Alson Halton67
    16:28 16:2417.4 2551 02:1600:00
    00:00
    00:00
    06:57
    00:00
    00:00
    00:00
    00:00
    06:39
    00:00
    00:00 67
    14:0801:26:25
    04:38
    01:37
    04:55
    00:00
    17:20
    00:00
    02:13
    05:50
    01:25
    16:3501:26:25
    04:38
    01:37
    04:55
    00:00
    17:20
    00:00
    02:13
    05:50
    01:25
    16:35 76Calls
    0
    0
    0
    1
    0
    0
    0
    0
    1
    0
    0
    Total 652 14:25 12:4011.9 565 06:48 85 09:3515:11 02:31 2 09:35
    3465 
    						
    							Automatic Call Distribution
    Insight DK Plus
    314Strata DK Feature Description 5/99
    Group Traffic 
    Reports 
    ©Agent 
    Groups
    ©DID Groups
    ©Ext. Groups
    ©Line GroupsEach line reports call statistics and 
    performance. Each group of the 
    super group are displayed in a side-
    by-side columnar format.Group Traffic Reports are designed 
    to give an overview and comparison 
    of activity and performance against 
    certain parameters.
    Traffic Profile 
    Reports
    ©Agents
    ©ExtensionsEach line reports a time period with 
    call statistics for a particular device 
    reported in a columnar format.Shows activity of particular device 
    for selected performance 
    parameters.
    Group Traffic 
    Profile Reports
    ©Agent Groups
    ©DID Groups
    ©Ext. Groups
    ©Line GroupsEach line reports call statistics for a 
    particular group reported over a 
    profile time period.Shows peak and quiet times for a 
    particular group.
    Utilization 
    Reports
    ©Agents
    ©ExtensionsEach line reports a particular device 
    with statistics displayed as the 
    percentage of time involved in a 
    given activity in a columnar format.Utilization Reports can be used to 
    see how the resources in a 
    particular group are being used.
    Utilization 
    Profile Report
    ©Agents
    ©ExtensionsEach line reports a time period with 
    statistics displayed as a percentage 
    of time in a given activity in a 
    columnar format.Utilization Profile reports show the 
    peaks and valleys of a selected 
    device over the selected time 
    periods.
    Contention 
    Reports
    ©Agents
    ©Extensions
    ©LinesEach line shows a number of idle 
    devices and each group in a 
    columnar format.Contention Reports are used to 
    show the amount of time (%) a line 
    or agent is free over the reporting 
    period.
    Contention 
    Profile Reports
    ©Agents
    ©Extensions
    ©LinesEach line shows a number of idle 
    devices and time profiles in a 
    columnar format.Contention Profiles provide a view 
    when devices are busiest over the 
    period defined.
    Wait Time 
    Distribution 
    Reports
    ©DIDs
    ©DID Groups
    ©LinesEach line reports a time period for 
    the groups shown in a columnar 
    format.Wait Time Distribution Reports are 
    used to profile the times into a chart.
    Wrap-up Time 
    Distribution 
    Reports
    ©Agents
    ©Agent GroupsEach line reports a time period for 
    the groups shown in a columnar 
    format.Wait Time Distribution Reports are 
    used to profile the times into a chart.
    Call Time 
    Distribution 
    Reports
    ©Agents
    ©DIDs
    ©Extensions
    ©Lines
    ©Agent Groups
    ©DID Groups
    ©Ext. Groups
    ©Line GroupsEach line reports a time period for 
    the groups shown in a columnar 
    format.Wait Time Distribution Reports are 
    used to profile the times into a chart.
    Account Code 
    Reports
    ©Acct Code 
    GroupsEach line reports the statistics for an 
    account code number.Account Code Reports present 
    information relating to the purpose 
    of the call as defined by the user. Table 21 Insight DK and DK Plus Reports 
    (continued)
    Report TypeAvailable forShowsUses 
    						
    							Automatic Call Distribution
    Insight DK Plus
    Strata DK Feature Description 5/99315
    Figure 26 Sample Agent Group Statistics Report
    inView Features
    Examples of the two different types of views are shown below:
    ©Wallboard View which displays statistics in a large character format (see Figure 15).
    Figure 27 inView LAN Wallboard Forecast 
    Reports
    ©Standard
    ©ProfileEach report shows the original data 
    for the period and modified data.The report can be either a profile or 
    standard report. Table 21 Insight DK and DK Plus Reports 
    (continued)
    Report TypeAvailable forShowsUses
    24 Hour
    START:
    STOP:Wednesday 10/28/98 00:00
    10/28/98Page 4 of 15
    on
    11/02/98
    Technical Support
    TSD Irvine
    Agent Group Traffic for Tech Support
    23:59 Wednesday
    4058
    Part 1 of 1
    Agent Group IVR Q KS (Q) VM (Q)
    Calls answered
    79 75 57Calls intercom000Calls outgoing0117
    Average answered call time01:02 13:31 15:30Average wrapup time00:01 02:29 02:27Average intercom call time00:00 00:00 00:00Average outgoing call time00:00 10:09 08:07
    Longest answered call time01:49 49:22 01:05:01Longest wrapup time00:03 03:16 03:15Longest intercom call time00:00 00:00 00:00Longest outgoing call time00:00 56:05 21:27
    Minimum agents logged on000Maximum agents logged on244Number of short calls000Number of long calls000G.O.S.(%)100.0 100.0 100.0
    3931 
    						
    							Automatic Call Distribution
    Insight DK Plus
    316Strata DK Feature Description 5/99
    ©Status view shows the status of individual agents with either long or short names (see Figure 
    28). The status is presented using a colored background to represent each agent’s status.
    Figure 28 Sample inView Agent Status Display (Long Names and Short Names)
    3858
    3854 
    						
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