Toshiba Strata Dk14, Dk40i, Dk424 Programming Manual
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Automatic Call Distribution Program 14-9 – Work Unit Assignments Strata DK Programming 5/996-35 Automatic Call DistributionProgram 14-9 – Work Unit Assignments Initialized Default:account digits for each Group = 02 Program 14-9 Overview This program selects the length of the Work Unit code for each ACD Group. Agents talking on an ACD call can press the :RUN8QLW button and enter a Work Unit code (1~15 digits) for each call. The outside caller cannot hear the code, so conversation is not interrupted. SMIS only records (Peg) one or two digit Work Unit codes. SMDR can record 1~15 digit Work Unit codes. If multiple work unit codes are entered on the same ACD call, only the last code entered will be sent to SMDR; however, SMIS will register all Work Unit codes entered. The Strata DK SMDR data will send up to 15 Work Unit digits in the Account Code data field of the standard DK SMDR output. MIS (TTY) data will send only 1- or 2-digit Work Unit codes. When the :RUN8QLW button is pressed on the Agent telephone, the LCD shows “ENTER STRK DIAL”. The Agent must enter the number of digits assigned in this program to allow a work unit peg to be sent to SMIS. Any number of digits entered (even if less than assigned in this program) will be sent to SMDR when the ACD call is ended. 6SNU +ROG 6SNU +ROG 6SNU+ROG 6SNU+ROG ProcessorACD Group Numbers RCTUBA/BB 01~08 RCTUC/D 01~16 RCTUE/F 01~16ACD Group NumberNumber of Work Unit Digits DATA = Account Digits (01~15)SELECT = 9 SELECT = ACD Group No.
Automatic Call Distribution Program 15 – Ground/Loop/Tie/DID Line Options 6-36Strata DK Programming 5/99 Program 15 – Ground/Loop/Tie/DID Line Options If loop start lines are routed to ACD Groups, set each line to automatically release when the CO sends the AR signal after the outside party hangs up. Use Program 15 Code 1 and Code 3 to set auto release detection for each CO line. See 3-44 for the programming record sheet. Program 17 – DID/Tie Line Options If DID/Tie lines must be routed to ACD Groups, use Program 17 to set the appropriate options for each DID/Tie line. See 3-50 for the programming record sheet. Program 35 – Station Class of Service To allow Agent Help (assistance) calls to busy Supervisor telephones, enable Busy-Station- Transfer (LED 20-ON) on Agent telephones and Busy-Station-Ring (LED 19-ON) on Supervisor telephones. Supervisor telephones should have more than one [PDN] (Program 39) to receive Agent Help calls when the Supervisor telephone is busy. See 3-97 for the programming record sheets. Program 71 – DID/Tie/DNIS/ANI Lines If DID/Tie/DNIS/ANI lines route to ACD Groups and provide DNIS line features (such as the DNIS name, night/day routing, etc.), use Program 71 to assign the DID/Tie/DNIS digits or ANI lines to route the appropriate ACD Group (see Program 17, LED 05). Also see “Program 17 – DID/Tie Line Options” on Page 3-50.
Automatic Call Distribution Program 39 – Flexible Button Assignments for ACD Telephones Strata DK Programming 5/996-37 Automatic Call DistributionProgram 39 – Flexible Button Assignments for ACD Telephones Initialized Default:Logical port number = physical port number Program 90, 91-1, or 91-9 initializes Program 02 Toshiba highly recommends that you enter the button keystrip names exactly as shown in the left column, since these button names are used in the ACD Agent and Supervisor Guides. 6SNU +ROG 6SNU +ROG 6SNU+ROG 6SNU+ROG Processor[PDN] Port Range[PhDN] Port Range RCTUBA/BB 000~079 500~079 RCTUC/D 000~239 500~739 RCTUE/F 000~255 500~835 ACD Feature Button DesignationFeature CodeProgram on Agent TelephoneProgram on Supervisor TelephoneNotes /RJ,Q /RJ2XW (Agent)XUsed by Agents to Log In/Out. [PhDN] + Log In/Out + ZZZZ (ZZZZ = Agent ID code) /RJLQ /RJ2XW (Supervisor)XUsed by Supervisor to Log In/Out Log In/Out + YYYY (YYYY = Agent ID code) $&&DOO Program [PhDN] in Program 39XEach Agent telephone must have a unique, single- appearing [PhDN] button to receive and originate ACD calls. When the Agent logs into an ACD Group from any single-appearing [PhDN], that [PhDN] is the active $&%XWWRQ on the Agent telephone. (Supervisor telephones do not require a unique [PhDN] button unless the Supervisor telephone will be used as an Agent telephone periodically.) :RUN8QLW XEnables the Agent to peg an ACD call with an account number that will be sent to a SMIS personal computer and/or SMDR device. $&3LFNXS XXProvides ACD call pickup within the Group. The Agent must be logged into the same Group in order to pick up the ACD call. The Pickup call is considered an ACD call on the MIS status report. 8QDYDLODEOH XTurns the Agent’s availability off and on. While in this mode, the Agent does not receive any new incoming ACD calls. CODE = Enter the appropriate feature code. See the Feature Code Table below.SELECT = Port Number or Range. To add a port range, enter XXX XXX (low port high port) Press Button/LED to be defined.
Automatic Call Distribution Program 39 – Flexible Button Assignments for ACD Telephones 6-38Strata DK Programming 5/99 $&+HOS XRings a Supervisor [DN] button, enabling an Agent to request assistance while talking on an ACD call. Calls the highest numbered Supervisor telephone or [PDN] (QG$IWHU&DOO :RUN7LPHXManually cancels unused wrap-up time. This enables an Agent to receive another ACD call. (QG2I $&6KLIWXEnables the Supervisor to stop new calls from entering the ACD Group queue or from ringing Agents. The End of ACD Shift mode routes new calls to the After Shift destination set in Program 14-6. A Supervisor must be logged in to use this button. 7UDQVIHUWR$& *URXS&RQI7U Q ;;XXProgram this Speed Dial sequence on telephones that must transfer calls to ACD Groups. This enables one-touch transfer of CO lines (ground/loop start or DID/Tie) to ACD Group ;;. ;;= ACD Group 01~16. Transfer to an ACD Group is always blind and immediate and does not recall the transferring station. If the ACD Group shift is ended or all Agents are unavailable, the transferred call is routed per the called Group’s After Shift or All Agents Unavailable destination. 0RQLWRU $&&DOOXUsed by Supervisor to monitor Agent calls (Supervisor telephone only). Enables the Supervisor to listen to any Agent’s ACD calls (not non-ACD or PBX calls) by pressing the Monitor ACD Call button and then entering the Agent’s ID code. During Agent monitoring, a one-way talk path enables the Supervisor to listen to the Agent/outside party conversation without the Agent/caller hearing the Supervisor. An optional “Call Monitor” tone (dial tone burst) can be sent to the Agent/caller every 15 seconds (see Program 10-4, LED 03) while the Supervisor is monitoring the ACD call. The Agent LCD displays MONITOR BY SUPRV when this option is enabled. 4XHXH6WDWXV[PDN] + ;;XProgram these speed dial buttons on the Supervisor’s telephone to enable quick access to Queue Status, Agent Status, and one-touch Supervisor log in. (XX = ACD Group 01~16) $JHQW 6WDWXV[PDN] + ;;X 5HVHW4XHXH $ODU P448 XUsed to reset a queue alarm that is sent to the Supervisor telephone when the number of calls in queue exceeds the limits of queue alarm parameters (see Programs 14-71~73, 14-8, 11-6, and 11-7 for queue alarm parameters). ACD Feature Button DesignationFeature Code Program on Agent TelephoneProgram on Supervisor Telephone Notes
Automatic Call Distribution Program 39 – Flexible Button Assignments for ACD Telephones Strata DK Programming 5/996-39 Automatic Call Distribution 6XSHU YLVRU&DOOProgram [PDN] in Program 39XThis is the [PDN] of the Supervisor telephone. Supervisor telephones do not require a unique [PhDN] like Agent telephones. Toshiba recommends programming more than one [PDN] onto Supervisor telephones to enable Agent Help (assistance) calls to ring busy Supervisor telephones. Also program Agents with Busy Station Transfer and Supervisors with Busy Station Ring (see Program 35 BST and BSR). Speed Dial CodesSpeed Dial CodeProgram on Agent TelephoneProgram on Supervisor TelephoneNotes RCTUBA/BB, C/D (station) ~ XXAll of the above ACD Features can be programmed onto SD buttons or onto speed dial codes. This table shows the range of Station and System Speed Dial Codes by processor. RCTUBA/BB, C/D (system) ~ XX RCTUE/F (station) ~ XX RCTUE/F (system) ~ XX ACD Feature Button DesignationFeature Code Program on Agent TelephoneProgram on Supervisor Telephone Notes
Automatic Call Distribution Program 39 – Flexible Button Assignments for ACD Telephones 6-40Strata DK Programming 5/99 Program 39 Overview This program assigns ACD Agent and Supervisor buttons for Toshiba digital and/or electronic telephones. All other button codes (see Program 39 Record Sheet in Chapter 10—Record Sheets in this manual) are allowed on Agent and Supervisor telephones. Telephones can be programmed with both Agent and Supervisor buttons to enable dual functions, however, a telephone cannot function as a Supervisor and Agent station simultaneously. If both Agent and Supervisor buttons are assigned to a telephone, the type of log in code (Agent or Supervisor) determines how the telephone will function (see Program 14-1 and 14-2). Agent and Supervisor Telephone Programming Considerations ACD Agent telephones must be programmed with a [PhDN] button (called the $&&DOO button) to receive ACD calls. This button must be a unique [PhDN] that appears only on that Agent telephone. The $&&DOO button is used to originate and receive PBX calls that register on SMIS when the Agent is logged into an ACD Group with the $&&DOO button. PBX calls are calls that originate from or ring the Agent $&&DOO button when the $&&DOO button [PhDN] is dialed or when a CO line is programmed to ring the $&&DOO button [PhDN]. If the Agent’s telephone is not logged into an ACD Group, calls originated or received by the $& &DOO button are considered non-ACD calls. Do not program ACD CO /LQH or 3RROHG/LQH*US buttons on Agent telephones. Supervisor telephones do not require an ACD [PhDN]. If the ACD call is placed on hold while the Supervisor is monitoring it, there is only silence until the Agent takes the call off-hold and monitoring resumes. The Supervisor telephone is busy to new calls when in the Monitor mode. (Busy Override, Off-hook Call Announce, and Camp-on are available to callers that call a Supervisor in the Monitor or Verify Status mode.) Important!The Monitor mode is automatically cancelled if an Agent transfers an ACD call. Related Programs ©Programs ground/loop start CO line ringing assignments (Programs 81~89) for use with Overflow/After Shift destinations in Programs 14-4, 14-5, and 14-6. ©Programs CO line Group assignments (Program 16) for lines that are assigned to an ACD Group in Program 14-0.
Automatic Call Distribution Program 39 – Flexible Button Assignments for ACD Telephones Strata DK Programming 5/996-41 Automatic Call Distribution Yes Yes Yes Yes Yes No Direct YesNo NoNo No No Continue Continue OtherSend call to ACD Group queue: go to ACD Flowchart 6-2. Possible ways to route CO line calls to ACD group. CO line transferred to ACD Group (XX = 01~16). Internal [DN] calls cannot be transferred to ACD groups. Ring idle agent telephone per ring agent timer in Program 11-2; if agent does not answer, ring next idle agent per timer and continue until all idle agent telephones are rung or an agent answers the call.Loop and ground start CO lines are assigned to ACD groups in Program 14-0. DID/tie/DNIS/ANI line incoming digits are assigned to ACD Groups in Program *09 or Program 71.DK built-in Auto Attendant “one digit prompts” are assigned to ACD groups in Program 09.From another ACD group: call overflow attempt, or all agents unavailable, or in After Shift mode. Call is routed to ACD Group. Is an Agent button idle? Does an Agent answer? Ring No Answer (RNA) overflow to destination set in Program 14-5. See ACD Flowchart 6-7.Talk on ACD call. Send call to ACD Group queue: go to ACD Flowchart 6-2. Does an agent become idle before Program 11-4 timer expires?Are all Agents logged out or has the supervisor ended the shift?Is the call attempting to overflow from another ACD Group queue? Send ring back tone to the caller for the time duration set in Program 11-4 or until an agent becomes idle.Is the call a direct CO line call, or other type: transferred from a station or Auto Attendant, routed from another ACD group because all agents are unavailable or in After Shift Mode? If the answer to all the above questions is no, then one or more agents are in the available mode but are talking on other calls or in After Call Work mode.Are all Agents unavailable?Do not overflow. Remain in original queue and continue to look for an idle Agent in the overflow group and in the original group. Call routes to ACD Groups After Shift destination. See ACD Flowchart 6-5. Notes©Internal [DN] and external DISA callers cannot direct dial into ACD Groups. ©If an Agent ACD Call button is idle, ACD calls will busy override and ring the button even if an Agent is busy on another [DN] or CO button. Call routes to ACD Groups After Shift destination or Overflow Point destination. See ACD Flowchart 6-6. 0875 Flowchart 6-1 ACD Group Call Routing
Automatic Call Distribution Program 39 – Flexible Button Assignments for ACD Telephones 6-42Strata DK Programming 5/99 NoNoNo Go back to 1 above. Go back to 1 above. Go back to 1 above. Yes ContinueGO to ACD Flowchart 6-7 Ring No Answer. BAC Yes Yes Yes Yes NoYes Yes 1 Has agent ACD Call button in ACD group become idle before overflow occurs? Talk on ACD call.Does the agent answer before the Ring No Answer timer in Program 11-3 expires? Call enters ACD group queue because: agents are logged in, but are busy on other calls; or are in “After Call Work” mode when the call is directed to the ACD group. Call is sent to ACD group directly by Program 14-0, *09, or 71; or, the call is transferred to the group from a station or Auto Attendant (see ACD Flowchart 6-1). Strata DK Continuously monitors points A, B, and C below.Call enters ACD group queue because all agents are busy on calls or in the After Call Work mode. While a call is in queue, the Strata DK continuously monitors points A, B, and C below simultaneously. If the queue disconnect timer set in Program 11-9 expires before the call is answered by an Agent that goes idle, or the call overflows, the Strata DK will disconnects the call. Call routed from another ACD group because all agents in that group are not available (see ACD Flowchart 6-6).Call routed from another ACD group because the group is in the after shift mode, (see ACD Flowchart 6-5). Ring agent ACD call button. Has the overall queue timer in Program 11-1 expired?Has the call reached the overflow point in Program 14-5?Notes 1. “No overflow” means the call will not exit queue to ring the busy overflow destination. The call exits queue and rings the busy overflow destination as soon as the destination goes idle. 2. “Overflow” means the call will exit an ACD queue and busy override or mute ring the busy destination. 3. System [DNs] include: Program 04 [PDNs]/[SDNs], and Program *04 [PhDNs]. 4. The call will not overflow into a DH queue when all DH Group members are busy or in DND.0846 Go to ACD Flowchart 6-4 “Queue Point” and Flowcharts 6-8 ~ 6-11 “Queue Pattern Configurations.” Go to ACD Flowchart 6-3 “Queue Overflow Time Out.” Overflow To Busy Destination Operation: Tie/DID/DNIS/ANI Lines Ground/loop Start Line Overflow Destination (Busy) System [DN] 3 Distributed Hunt Group Normal Ring Stations Auto Attendant Attendant Console Another ACD Group *14-2 [DN]No Overflow No Overflow 4 See *14-2 Port See *14-2 Port Overflow No Overflow No Overflow No Overflow 1 No Overflow4 Overflow2 Overflow Overflow No Overflow N/A Flowchart 6-2 ACD Group Queue/Overflow Operation
Automatic Call Distribution Program 39 – Flexible Button Assignments for ACD Telephones Strata DK Programming 5/996-43 Automatic Call Distribution No Yes Yes NoYes Yes Yes YesYes YesTie/DID/ DNIS/ANI Tie/DID/DNIS/ANI Ground/Loop Busy Idle No No No Yes OrOrOr Ground/ Loop Has the queue overflow timer in Program 11-1 expired? Is destination busy? Is destination busy? (See Note.) Is the line ground/loop or Tie/DID/DNIS/ANI? Is the system [DN] port assigned in Program *14-2 idle? Is the line ground/loop start or Tie/DID/ DNIS/ANI?Is an agent ACD Call button idle in the overflow group? Call remains in queue: the Strata DK continuously monitors for an idle agent, queue overflow timer – time out, or overflow point per Program 14-5 (See ACD Flowchart 6-2). CO lines will atttempt to exit the ACD group’s queue and will route to the group’s “Queue Time-out Overflow Destination” set in Program 14-4. In some cases, if that destination is busy, the call remains in queue as shown below: Only one destnation can be assigned in Program 14-4 per ACD group. Queue Timeout Overflow Destination is a system [DN], DH, or attendant port number. Program 14-4 (see record sheet ) Ring system, DH, [DN], or console port assigned in Program 14-4. Ring an idle agent in the overflow group or idle system [DN] or DH assigned in Program 14-5.Ring the idle system [DN] assigned in Program *14-2. Ground/loop start: busy override ring system [DNs] per Programs 81, 84, 87 and *81, *84, *87 (no delayed ring). Call connects to the DK Auto Attendant calls routed per AA assignment programs. The call remains in original queue until an agent ACD C all button or an overflow destination assigned in Programs 14-4 or 14-5 becomes idle. Ring idle agent ACD Call button: if agent answers, talk on ACD call. if no answer, ring another idle agent ACD Call button or go to RNA destination (ACD Flowcharts 6-8~6-11). The call will remain in queue until an agent or an overflow destination assigned in Program 14-4 or 14-5 becomes idle. Ground/loop start: ring system [DN] Per Programs 81, 84, 87 and *81, *84, *87 (no delayed ring). Tie/DID/DNIS/ANI RING system [DN] per Program *14-2. Queue Timeout Overflow Destination is normal CO line ringing assignment. Program 14-4 (321, 441)Queue Timeout Overflow Destination is Strata DK built-in Auto Attendant. Program 14-4 (320, 440)Queue Timeout Overflow Destination is another ACD group. Program 14-4: RCTUBA/BB, RCTUC/D (301~316), RCTUE/F (401~416) Call enters ACD queue: calls waiting in an ACD group’s queue can be sent to an overflow destination if they have been in queue longer than the time duration set in Program 11-1 (Queue Over ow Timer). Is the destination in Program 14-5 an idle DH, ACD group, or system [DN] port? 0876 Notes System [DNs] include: Program 04 [PDNs]/[SDNs] Program *04 [PhDNs] DH = Distributed Hunt Group NoteIf the station port is an RATU Attendant Console port, the call overflows to the console: idle or busy. Flowchart 6-3 ACD Time Out Overflow
Automatic Call Distribution Program 39 – Flexible Button Assignments for ACD Telephones 6-44Strata DK Programming 5/99 No Yes Yes Yes Yes Yes Yes Tie/DID/DNIS/ANI Tie/DID/DNIS/ANI Busy Idle NO NO Yes OrOrOr Ground/ Loop Ground/loop No YesHas the call received the number of announcements and music Is destination busy? Is the line ground/loop or tie/DID/DNIS/ANI? Is the system [DN], DH assigned in Program *14-2 busy or idle? Is the line ground/loop start or tie/DID/ DNIS/ANI?Is an agent ACD Call button idle in the group? Call remains in queue. The Strata DK continuously monitors for an idle agent, queue overflow timer – timeout per Programs 11-1, and 14-4, or overflow point Per program 14-5 (see ACD Flowchart 6-2). CO lines will attempt to exit the ACD group’s queue and route to the group’s “Overflow Point Destination” set in Program 14-5 (see ACD Flowchart 6-8~6-11). If that destination is busy, the call remains in queue as shown below. Only one destination can be assigned in Program 14-5 per ACD group. NoteThe destination assigned in Program 14-5 will also be the RNA destination of the ACD group (see ACD Flowchart 6-7). OP Destination is a system [DN], DH or attendant console port number. Program 14-5 (see record sheet) Ring system DH, [DN], or console port assigned in Program 14-5. Ring the idle system [DN], DH or assigned in Program *14-2. Ground/loop start: busy override ring system [DN]* per Programs 81, 84, 87, and *81, *84,*87 (no delayed ring). Call connects to the DK AA, call routed per AA assignment programs. The call remains in queue until an agent ACD Call button or an overflow destination assigned in Program 14-4 or 14-5 becomes idle. Ring idle agent ACD Call button: if agent answers, talk on ACD call. If no answer, ring another idle agent ACD Call button or go to RNA destination (ACD Flowchart 6-3). The call will remain in queue until an agent or an overflow destination assigned in Program 14-4 or 14-5 becomes idle. Ground/loop start: ring system [DN] per programs 81, 84, 87, and *81, *84, *87 (no delayed ring). Tie/DID/DNIS/ANI RING System [DN] per Program *14-2. OP Destination is normal CO line ringing assignments. Program 14-5 (321, 441)Queue Timeout Overflow Destination is DK built-in AA. Program 14-5 (320, 440)Queue Timeout Overflow Destination is another ACD group. Program 14-5: RCTUBA/BB, RCTUC/D (301~316), RCTUE/F (401~416) Call enters ACD queue: calls waiting in an ACD group’s queue can be sent to an overflow destination if they have received a specified number of announcement messages and music sequences (overflow point) determined by Program 14-5 (see ACD Flowchart 6-8~6-11). 0877 Notes System [DNs] include: Program 04 [PDNs]/[SDNs] Program *04 [PhDNs] DH = Distributed Hunt Group Is destination busy? (See Note.) NoteIf the station port is an RATU Attendant Console port, the call overflows to the console: idle or busy. Flowchart 6-4 ACD Overflow Point