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Vodavi Pathfinder Voice Processing System User Guide

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    							User Guide
    Voice Processing System 
    PathFinder 
    						
    							User Guide
    Voice Processing System 
    Dece m ber, 2002 - Issue  4 
    						
    							I
    Copyright © 2002 Vodavi Communications Systems, Inc.
    All Rights Reserved
    This material is copyrighted by Vodavi Communications Systems, Inc. Any
    unauthorized use, reproduction, alteration, or disclosure of this material, or any
    part thereof, is strictly prohibited without the express written permission of
    Vodavi Communications Systems, Inc.
    Vodavi Communications Systems, Inc. reserves the right to make changes to
    this material at any time and without notice. The information provided by
    Vodavi Communications Systems, Inc. in this manual is believed to be accurate
    and reliable, but is not warranted to be true in all cases.
    Printed in the United States of America seh/2002Issue Release Date Changes
    1 04-98 Initial Release
    2 04-99 Heading and content changes have been made 
    for clarification and user readability.
    3 06-01 The layout of this user guide was reformatted, 
    no changes to content have been made. 
    4 12-02 Mailbox options and Quick Reference diagrams 
    have been revised to reflect software changes.
    LIFE SUPPORT APPLICATIONS POLICY
    VODAVI Technology, Inc. products are not authorized for and
    should not be used within Life Support applications. Life Support
    systems are equipment intended to support or sustain life and
    whose failure to perform when properly used in accordance with
    instructions provided can be reasonably expected to result in
    significant personal injury or death.
    VODAVI Technology, Inc. warranty is limited to replacement of
    defective components and does not cover injury to persons or
    property or other consequential damages. 
    						
    							December, 2002 Contents - i
    Contents
    Getting Started  ........................................................................... 1
    Guidelines   .................................................................................................  1
    Logging On   ...............................................................................................  3
    Integration .......................................................................................... 3
    Log On Activities  ............................................................................... 4
    Personalizing Your Mailbox   ................................................................  5
    Required Information ...................................................................... 5
    First-Time Setup  ................................................................................ 5
    Retrieving Messages [1]  ............................................................. 7
    Voice Messages   .......................................................................................  9
    Retrieving a Voice Message  .......................................................... 9
    Pager Messages  .....................................................................................  10
    Retrieving a Pager Message ........................................................ 10
    Facsimile Messages  ..............................................................................  11
    Retrieving a Facsimile Message ................................................. 11
    Managing Messages   ............................................................................  12
    Message Management Options  ................................................ 12
    Forwarding Messages   .........................................................................  13
    Preambles .......................................................................................... 13
    Forwarding a Message .................................................................. 13
    Selecting a Destination ................................................................. 14
    Replying To Messages   ........................................................................  15
    Sending a Reply ............................................................................... 15
    Stamping Messages with Time & Date   .........................................  15
    Listening to Time/Date Stamp ................................................... 15
    Message Guidelines  ....................................................................... 16
    Sending Messages [2]  ............................................................... 16
    Recording   ................................................................................................  18
    Recording a Message  .................................................................... 18
    Sending   ....................................................................................................  18
    Selecting a Destination ................................................................. 18
    Send Options .................................................................................... 19 
    						
    							Contents - ii December, 2002
    Extended Options [6]  ................................................................ 20
    Extension Settings [1]   .........................................................................  21
    Call Transfer Options  ..................................................................... 21
    Changing Extension Settings  ..................................................... 21
    Supervised Transfer Options  ...................................................... 22
    Personal Note Pad [2]  ..........................................................................  23
    Sample Scenario  ............................................................................. 23
    Setting Up a Group & Keyword/ID  ........................................... 24
    Editing Group/ID Entries  .............................................................. 24
    Personal Options [8]  ................................................................. 25
    Greeting [1]   .............................................................................................  27
    Standard Greeting  .......................................................................... 27
    Temporary Greeting  ...................................................................... 27
    Recording a Greeting  .................................................................... 27
    Other Greetings ............................................................................... 28
    Password [2]   ...........................................................................................  29
    Password Selection  ........................................................................ 29
    Editing Your Password .................................................................. 29
    Mailbox Name [3]   .................................................................................  30
    Editing Mailbox Name  .................................................................. 30
    Delete Sent Messages [4]  ...................................................................  30
    Deleting a Sent Message  ............................................................. 30
    Other Options [8]   ..................................................................................  31
    Editing Other Options  ................................................................... 31
    Notification Options  ...................................................................... 33
    Mailbox State  ................................................................................... 34
    Personal Distribution Lists ........................................................... 35
    Guest Mailboxes .............................................................................. 36 
    						
    							Guidelines 1
    Getting Started
    	
    
    This section is intended to familiarize you with many of the basic 
    PathFinder features, provide a basic overview of voice mail and auto-
    attendant fundamentals, and help you log on to and personalize your 
    own voice mailbox.
    
    The information in this section provides a basic understanding of 
    PathFinder’s voice messaging and auto-attendant features.
    Feature Explanation
    Voice 
    MessagingThe terms Voice Messaging and Voi ce  M a il  are used 
    interchangeably in this manual.
    These terms refer to activities such as sending and 
    retrieving messages and comprise much of your day-to-
    day telephone communications.
    Menus A Menu is a group of features or selections that can be 
    accessed by using the dial pad of any push-button 
    telephone.
    Menus are constructed in a branching tree structure:
    Main menus offer general options.
    Subsequent menus offer more specific options.
    Universal 
    Command KeysUniversal Command Keys include the [
    ],[#], and [9] 
    keys, which help you navigate through the PathFinder 
    menu structure.
    Use these keys to control 
    PathFinder menus:
    [
    ] Replay the current menu options
    [#] Return to the previous menu
    [9] Terminate the call
    These keys are also used at specific points to gain access 
    to certain features. 
    						
    							2Guidelines
    Getting Started
    Key-Ahead As you gain experience and become familiar with 
    PathFinder’s menus, you may not need to listen to all of 
    the menu selections to k now what option you want to 
    select. Therefore PathFinder provides a Key-Ahead 
    feature.
    This feature allows you to override the voice prompts and 
    enter a string of commands without having to wait for the 
    entire voice prompt to be played.
    Password To log on to your voice mailbox, you will need the correct 
    Password.
    Your System Administrator will provide you with the initial 
    password for your mailbox. You will change this password 
    when you personalize your mailbox.
    Mailbox 
    GreetingYo u r  Mailbox Greeting is a voice recording that you 
    record using your own voice.
    This recording is heard by callers when PathFinder routes a 
    call to your personal mailbox.
    Mailbox
    NameYour mailbox is identified by your Mailbox Name, which is 
    a recording of you saying your own name.
    If no mailbox name is recorded, PathFinder will refer to 
    your mailbox by its assigned number.
    Desktop
    Mailbox 
    FeaturesIf you have access to the optional Desktop Call Control 
    module, you may be presented with additional mailbox 
    options not referenced in this book, such as: E-mail 
    Messages and Locator Rules.
    Check with your System Administrator for software 
    availability, or refer to the Desktop User Guide for more 
    detailed information. Feature Explanation 
    						
    							Logging On 3
    Getting Started
    	
    
    
    How you log on to PathFinder depends on whether or not you have 
    an integrated system.
    	
    Integration tells PathFinder whether or not you are calling from your 
    extension. This allows you to skip some of the steps normally needed 
    to log on. Ask the System Administrator whether or not your system is 
    integrated.
    Once you determine whether your system is integrated, follow the 
    appropriate logon procedure as described.
    Non-Integrated System
    1. Press the voice mail key on your telephone, or dial PathFinder’s 
    internal extension. PathFinder’s main menu greeting will play. It 
    may be similar to the following: Thank you for calling 
    A-Z Communications. Enter the mailbox number 
    of the person you are trying to reach.
    2. Press the voice mail access key (as designated by your System 
    Administrator).
    3. Enter your mailbox number, your mailbox greeting will play.
    4. Press [
    ], the following prompt will play: “Please enter 
    your password”. 
    5. Enter your password.
    Integrated System
    1. Press the voice mail key on your telephone, or dial PathFinder’s 
    internal extension.
    2. Enter your password when prompted to do so.
    When you are trying to log on to PathFinder from an 
    outside telephone, the logon procedure is the same 
    whether you have an integrated system or a non-
    integrated system. Refer to 
    “To Log On From an Outside 
    Te l ep h o n e :” on page 4 for more information. 
    						
    							4Logging On
    Getting Started
    To Log On From an Outside Telephone:
    1. Dial PathFinder’s remote access telephone number. PathFinder’s 
    main menu greeting will play. It may be similar to the following: 
    Thank you for calling A-Z Communications. 
    Please enter the mailbox number of the person 
    you are trying to reach.
    2. Press the voice mail access key (as designated by your System 
    Administrator).
    3. Enter your mailbox number. Your mailbox greeting will play.
    4. Press [
    ]. The following prompt will play: “Enter password”.
    5. Enter your password. You will then be able to access your 
    messages and/or mailbox options.
    
    	
    
    Once you are logged on, PathFinder will tell you how many new 
    messages you have received since you last logged on to your 
    mailbox, and how many saved messages are currently in your 
    mailbox.
    After hearing the number of messages …
    you will be prompted with the main menu, from which you can press 
    [1] to retrieve your messages. Refer to “Retrieving Messages [1]” on 
    page 7 for more information.
    If you have no messages …
    PathFinder will prompt you to select one of the other main menu 
    options:
    2 - send a message
    8 - change personal options
    6 - edit extended options
    0 - transfer to a mailbox or extension 
    						
    							Personalizing Your Mailbox 5
    Getting Started
    
    
    
    
    The first thing to do as a new user is to personalize your voice 
    mailbox.
    		
    After logging on to PathFinder, you should record a personalized 
    greeting, record your mailbox name, and change the password. To 
    perform these tasks, you must have the following information:
    PathFinder access telephone number:  __________
    PathFinder access extension: __________________
    Your voice mailbox #:  _______________________
    Initial password:  ___________________________
    Your extension #:  __________________________
    If you do not have this information … contact your System 
    Administrator for assistance.
    
    The first time you log on your voice mailbox, the PathFinder tutorial 
    will walk you through the steps needed to personalize your mailbox.
    If the tutorial option has been disabled by your System Administrator, 
    you will still be able to personalize your mailbox without online 
    assistance. In three steps, you can record a personal greeting, record a 
    mailbox name, and edit your password.
    Access Mailbox Using Tutorial
    1. When prompted, record a mailbox name. This name is used when 
    callers are being transferred to your extension and when you 
    forward messages.
    2. When prompted, record a Mailbox Greeting. This is the greeting 
    played for callers who reach your mailbox.
    3. Edit your password. Refer to “Password Selection” on page 29 for 
    hints on selecting a password. 
    						
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