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The ‘My Office’ application is accessed through a Virtual Office web site. My Office is used to create and administer a specific customer’s account. The application allows an administrator to create and configure users and departments, allocate direct dial numbers and configure the auto attendant. 1.1 LOGGING ON TO MY OFFICE An administrator of a Virtual Office account can logon and make administration changes through the Web Self-Care interface. Follow the steps below to login into the ‘My Office’ website. Open your web browser.
1.2 CREATING EXTENSION USERS Every user of Virtual Office must be set up as an extension user. In this section you will see how to create and configure an extension user. Follow the steps below to create a new extension user. Click Extensions on the navigation tree.
Result: The Extension ‘Details’ screen will now be displayed. Using the Next> button; configure the Extension Details, Message Centre
Setting and Registered Numbers screens. 1.3 CONFIGURING EXTENSION USERS This section outlines how to configure an Extension User and covers the Extension Details, Message Centre Setting and Registered Numbers screens. 1.3.1 EXTENSION DETAILS SCREEN The Extension Details screen is where the following information is configured for a subscriber: Login details 1.3.1.1 DISPLAY NAME This field defines the user name that will be displayed on all screens within the Web Self-Care application. 1.3.1.2 WEB ACCESS USERNAME This field defines the login the extension user will use when logging on to the Web Self-Care application. Note This name must be unique within the application.1.3.1.3 WEB ACCESS PASSWORD: This field defines the extension users password. Ensure that the same password is entered into both fields.
1.3.1.4 LOGIN GROUP This field defines the permissions of the login. An Admin User has the ability to modify settings for this instance of Virtual Office while the Extension User only has the ability to modify their own settings.
1.3.1.5 DIRECT DIAL This field defines the extension users DDI, if they have one. This is the access code that will be routed to their direct dial number(s). The example below shows a list of non-geographic 0870 numbers. These are the numbers that are routed directly to the IV Response platform.
1.3.1.6 EXTENSION NUMBER This field defines the extension users extension number. This is a number that can be used with the call-forwarding feature. This can be set to any number, providing that it has not already been assigned to another extension within the Virtual Office.
1.3.2.1 SEND MY VOICE MESSAGES AS: This field defines the file format in which the extension users voice mails will be sent. Select from .mp3 and .wav. The files containing the voice mail will be attached to an email and sent the email address from the ‘Send my voice messages as’ field. 1.3.2.2 SECURITY PIN This field defines the security PIN used when accessing the service through IVR. 1.3.3 REGISTERED NUMBERS The Registered Numbers screen is where the subscribers direct dial numbers can be configured. As with the message centre this information can also be accessed and configured by the extension user. The screen shot below shows the Registered Numbers screen. 1.3.3.1 DIRECT DIAL NUMBER FIELDS These fields define the extension users individual numbers. The Virtual Office administrator can decide which of the following 10 categories are available for configuration: As many as necessary of the available fields can be completed with the extension's users' numbers. Ring Duration The ring duration list box determines how long Virtual Office will try each number before either, ending the call, or redirecting it to voice mail. The duration can be set between 5 and 30 seconds. (15 seconds = 3 rings approx.)
1.3.3.2 FIND BY The ‘Find by:’ options select the hunting strategy that will be applied when routing a call to the Extension Users direct dial numbers. There are 3 options. 1.3.3.3 FIND BY These radio buttons defines the hunting strategy used when ringing the members of the department. The table below describes the hunting strategies available. 1.3.3.4 1ST, 2ND, 3RD AND 4TH CHOICES These fields define which of your numbers are being used by the profile. If sequential routing is being used then the numbers will be dialled in the order set.
Follow the steps below to configure a number. Click on the number to be configured. Click on the Department, Extension or IVR menu radio button. Select the specific department, extension user or IVR menu required from the drop-down list box. Click Save. Result: The new configuration of the number will be saved. 1.6 THE AUTO ATTENDANT 1.6.1 ABOUT THE AUTO ATTENDANT The auto-attendant is a built in IVR responsive menu that allows all to be routed with no need for manual interaction. When a call is routed to the auto attendant a welcome message is played and the caller is presented with a series of departments and extensions to which their call can be routed. 1.6.2 CONFIGURING THE AUTO ATTENDANT Click Auto Attendant on the navigation tree.
1.6.2.1 MENU TIMEOUT This field defines the amount of time after the message is played that the platform will wait for DTMF before selecting the default key. 1.6.2.2 DEFAULT KEY This field defines the key that will be entered if a user does not press a key within the menu timeout period. 1.6.2.3 ASSIGNING EXTENSION TO KEYS The IVR menu determines the result of a user pressing a key when connected to the auto attendant. Each key can be assigned to a different extension user. The keys available for usage by the auto attendant are defined in Serve. See section 3.2.7 IVR menu for further information. Follow the steps below to assign an extension to a key.
Select the Department or Extension radio button, as required.
2 WEB SELF-CARE - EXTENSION USER 2.1 LOGIN AS EXTENSION USER An extension user of a Virtual Office account can logon and make
administration changes through the Web Self-Care interface. Follow the steps
below to login into the ‘My Office’ website.
Enter your username and password and click Submit.
2.2 PROFILES Profiles are created by Virtual Office administrator and determine the manner in which Virtual Office will behave at specific times. In addition there are two default profiles that are not based on a specific time period and are referred to as the Default and Override profiles. The extension user configures as many of the available profiles themselves to reflect their needs. For example, you can set profiles so that Virtual Office will route calls to a office phone, mobile phone and then a Personal Assistant during working hours, just a mobile number in the evening and at weekends Virtual Office could send all calls straight to voice mail. 2.2.1 DEFAULT PROFILE The default profile is a "catch all" profile that is used if no other profile is currently being used. 2.2.2 OVERRIDE PROFILE The override profile, which is sometimes referred to as the emergency profile, is the one profile that can be activated by IVR. 2.2.3 CONFIGURING A PROFILE Follow the steps below to configure a profile.
Select the required profile by clicking on the relevant tab. 2.2.3.1 AVAILABILITY This field defines when calls will be taken and who from. The four available options are described below. 2.2.3.2 ROUTING PLAN This field defines the hunting strategy used when ringing the members of the department. The table below describes the hunting strategies available. 2.2.3.2 1ST, 2ND, 3RD AND 4TH CHOICES These fields define which of your numbers are being used by the profile. If sequential routing is being used then the numbers will be dialled in the order set.
2.3 HOURS OF BUSINESS The Hours of Business screen determines when each of your profiles will be used, and also to schedule holidays when no calls will be accepted. 2.3.1 CONFIGURING THE HOURS OF BUSINESS SCREEN Follow the steps below to configure the Hours of Business screen. Click Hours of Business on the navigation tree. Select the profile to configure by clicking the relevant tab. 2.3.2 SETTING A BREAK PERIOD After a profile has been fully configured with the times it is to be force it will work during those times for as long as the system is operational. If a user does not want to be contacted during a time that is normally covered by a profile, for example they are going away on holiday, they can set a break period using the "Except For" function. During the break period the time-based profile(s) will not be used and Virtual Office will revert to using the default profile. The default profile can therefore be set, for example, to send all calls to voice mail. From the Hours of Business screen, follow the steps below to set a break period. Select the Except For check box. Result: The From and To date options will be displayed:
Click on the "from date" and select the required starting date for the break
period form the calendar dialog. 2.4 MY NUMBERS The My Numbers screen contains the numbers to be used in conjunction with this extension.
2.4.1 CONFIGURING MY NUMBERS The Virtual Office administrator can decide which of the following 10 categories are available for configuration: The extension user fills in the relevant numbers with their own details. This allows Virtual Office to contact them on a wide variety of pre-defined numbers. 2.4.1.1 RING DURATION The ring duration list box determines how long Virtual Office will try each number before either, ending the call, or redirecting it to voice mail. The duration can be set between 5 and 30 seconds. 2.5 MY PHONEBOOK The My Phonebook screen allows an extension user to create a list of individual numbers so that Virtual Office can record names in addition to a CLI on the recent calls screen. In addition My Phonebook allows an extension user to create Red and Green lists that can be used in conjunction with the Availability settings on a profile to automatically allow and deny certain callers. See section 5.2.3.1 in this user guide for further information on the availability option. 2.5.1 CONFIGURING MY PHONE BOOK Follow the steps below to configure My Phone Book. Select My Phone Book>All Callers on the navigation tree.
2.5.1.1 NUMBER This field defines the phone number to be added to the phone book. 2.5.1.2 NAME This field defines the name of this phone book entry. 2.5.1.3 NUMBER TYPE This field defines the type of number that this phone book entry relates to. This can be used to add multiple entries for a single name. 2.5.1.4 CALLER TYPE These radio buttons determines if the entry is added to the: normal caller list red caller list, or green caller list. 2.6 MESSAGE CENTRE The message centre determines the message setting for the extension user. 2.6.1 CONFIGURING THE MESSAGE CENTRE Follow the steps below to configure the message centre. Click Message Centre on the navigation tree.
Complete the message centre dialog. Click Save my changes. Result: The changes to your message centre will be saved. 2.6.1.1 SEND MY EMAILS TO This field defines the email address to which voice mails and faxes will be sent. Users will be able to listen to voice mails and view faxes via their mail application. 2.6.1.2 SEND MY VOICE MESSAGES AS: This field defines the file format in which the user’s voice mails will be sent. Select from .mp3 and .wav. The files containing the voice mail will be attached to an email and sent the email address from the ‘Send my voice messages as’ field. 2.6.1.3 SEND MY FAX MESSAGES AS: This field defines the file format in which the user’s faxes will be sent. Select from .tif and .pdf. The files containing the fax will be attached to an email and sent the email address in the ‘Send my voice messages as:’ field. 2.6.1.4 SECURITY PIN This field defines the security PIN used when accessing the service through IVR. 2.7 RECENT CALLS The Recent Call screen displays the details of the last 1000 calls that were made to the extension user.
For each call the following information is recorded: 2.8 HOME SCREEN The Home screen displays a summary of the current Virtual Office extension and allows a user to: change their password. select which departments to take calls from. activate their emergency profile. decide when to take messages. The screen shot below shows an example of the Home screen.
2.8.1 CHANGING A PASSWORD Depending on the permissions set in service an extension user may have access to change their password. If you can change your password the "Change your password here" option will be displayed on the home page. See section 3.1.7 of this user guide for further information. Follow the steps below from the Home screen to change your password. Complete the old and new password fields. Click Save my Changes. Result: Your password has been changed. 2.8.2 TAKING DEPARTMENTAL CALLS When an extension is part of one of more departments then they can choose whether to receive calls routed to that departmental number. Follow the steps below to accept call for a department. Select the check box next the department name.
Select the phone to receive the calls on from the drop-down list box. 2.8.3 TAKING MESSAGES This checkbox determines if you extension will take voice mail messages. 2.8.4 SETTING UP CUSTOMISED ‘ANNOUNCEMENT’ OR VOICEMAIL MESSAGE 1. Dial your non-geographic extension number e.g. 0870 005 xxxx
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