Checklists/Forms
A
This appendix provides surveys, checklists and forms to assist you in the installation of the Stratagy
systems.
Survey/Checklists
· Pre-installation Company Survey
· Stratagy Pre-installation Checklist
· Stratagy Installation Checklist
Forms
· Users Form
· Auto (Scheduling) Form
· Notify Form
· Greeting Scripts Form
Make copies as needed.
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Checklists/Forms
Pre-installation Company Survey
Pre-installation Company Survey
Company
Number of employees
Number of employees using mailboxes
Number of locations
Telephone System (to which you will connect Flash)
Manufacturer, model, and software release
Voice mail integration capabilities
Types of Hunt Groups for single-line stations
Number of Central Office lines
Number of single line stations
Auto Attendant Information
Number of companies using the system
Whether it is the primary answering position and how many Central
Office lines will be answered by Stratagy
Company greetings and instructions
Menus (sales, service, etc.)
Voice Mail Information
Number of employees requiring voice mailboxes
Message waiting lights
Notification requirements
Directory requirements
AMIS Information
Whether two or more voice messaging systems need to exchange
messages
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Checklists/Forms
Pre-installation Checklist
Pre-installation Checklist
Done
Item
Know the Reference Documentation
(See Chapter 2 ­ Installation.)
1.
Know Stratagy's features.
2.
Know Stratagy operation, customization, and administration.
3.
Know Stratagy installation.
4.
Know how to configure the voice mail system settings for your telephone system.
Conduct the Pre-installation Company Survey
(See "Pre-installation Company Survey" on page A-2.)
1.
Conduct the Pre-installation survey.
Determine Stratagy's Configuration and Integration
(See Chapter 2 ­ Installation and Chapter 4 ­ Configure Stratagy.)
1.
Define Stratagy system configuration options.
2.
Define system integration options.
Customize User ID Mailboxes and Call Processing
1.
Determine the company greeting.
2.
Determine the caller instructions.
3.
Obtain the busy-hold music (optional).
4.
Determine the employee directory instructions.
5.
Program the User IDs.
Select and Prepare the Hardware Sites
(See "Flash" on page 2-7.)
1.
Stratagy system.
2.
Remote or local system.
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Checklists/Forms
Installation Checklist
Installation Checklist
Done
Item
Install the Hardware
(See Chapter 2 ­ Installation, Chapter 3 ­ Access and Use Stratagy.)
1.
Inspect and unpack the system.
2.
Install Stratagy voice boards (as appropriate).
3.
Set up the Stratagy system PC hardware.
4.
Power up Stratagy and verify Stratagy's basic functions.
5.
Configure your telephone system's voice mail system settings individually (as appropriate).
6.
Connect line cords from the voice boards to the telephone system.
7.
Install the modem for remote maintenance.
8.
Prepare (hardware and software) the remote or local system to access the Stratagy host system.
9.
Access Stratagy.
Configure Stratagy Using the Stratagy Configuration Utility
(See Chapter 4 ­ Configure Stratagy, "Backup Utility" on page 11-3 and "Restore Utility" on page 11-5.)
1.
Define Stratagy system configuration options.
2.
Define Stratagy integration options.
For a Toshiba telephone system, selected the appropriate system.
For a non-Toshiba telephone system, define:
Telephone system dial codes.
Telephone system tone patterns.
System integration options.
3.
Back up Stratagy using the Stratagy Backup Utility.
Customize User ID Mailboxes and Call Processing
1.
Record the company greeting.
2.
Record the caller instructions.
3.
Record the busy-hold music (optional).
4.
Record the employee directory instructions.
5.
Program the User ID mailboxes.
6.
Back up Stratagy using the Stratagy Backup Utility.
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Checklists/Forms
Users Form
Users Form
User ID
Copy as needed
User ID:
Comment:
Extension:
Directory Name 1:
Directory Name 2:
Security Code:
Basic Options:
Maximum Rings: (default is 4) Current Greeting:
Max: sec
Do Not Disturb: Lock:
Busy Greeting:
Max: sec
Screen Calls: Lock:
ID Call ?:
Busy Hold :
Store Messages: Max: sec
Play Date/Time?:
Slow Menu :
Options
Copy Message To:
Record Name?:
Saved Msg Que :
Message Volume: Guests:
Message Order :
Caller Menu:
Message Pending:___
Alternate Rate:
Use At Login :
Amis Options:
Gateway Box:
AmisSysNumber:
Chains:
Groups:
Chain Done:
Group1:
Chain RNA :
Group2:
Chain Busy:
Group3:
Chain Delay:
Group4:
Menus:
Group/Chains
1:
2:
3:
4:
5:
6:
7:
8:
9:
0:
2436
Does this User ID also have:
Auto Form:
Yes
No
Notify Form:
Yes
No
Greeting Scripts Form: Yes
No
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Checklists/Forms
Auto (Scheduling) Form
Auto (Scheduling) Form
ser ID
Copy as needed
Enabled
Change On:
At :
Restrict To: M T W T F S S
And Every:
month(s) day(s)
hour(s) minute(s)
Next Change:
Extension:
Rings:
Do Not Disturb:
Call Screening:
Greeting #:
Enabled
Change On:
At :
Restrict To: M T W T F S S
And Every:
month(s) day(s)
hour(s) minute(s)
Next Change:
Extension:
Rings:
Do Not Disturb:
Call Screening:
Greeting #:
Enabled
Change On:
At :
Restrict To: M T W T F S S
And Every:
month(s) day(s)
hour(s) minute(s)
Next Change:
Extension:
Rings:
Do Not Disturb:
Call Screening:
Greeting #:
Enabled
Change On:
At :
Restrict To: M T W T F S S
And Every:
month(s) day(s)
hour(s) minute(s)
Next Change:
Extension:
Rings:
Do Not Disturb:
Call Screening:
Greeting #:
Enabled
Change On:
At :
Restrict To: M T W T F S S
And Every:
month(s) day(s)
hour(s) minute(s)
Next Change:
Extension:
Rings:
Do Not Disturb:
Call Screening:
Greeting #:
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Checklists/Forms
Notify Form
Notify Form
User ID
Copy as needed
Enabled
M T W T F S S
From
To
Notify After
Continue Every
Max Times
:

:
min
min
Title:
Type:
Variable:
Method:
Enabled
M T W T F S S
From
To
Notify After
Continue Every
Max Times
:

:
min
min
Title:
Type:
Variable:
Method:
Enabled
M T W T F S S
From
To
Notify After
Continue Every
Max Times
:

:
min
min
Title:
Type:
Variable:
Method:
Enabled
M T W T F S S
From
To
Notify After
Continue Every
Max Times
:

:
min
min
Title:
Type:
Variable:
Method:
Enabled
M T W T F S S
From
To
Notify After
Continue Every
Max Times
:

:
min
min
Title:
Type:
Variable:
Method:
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Checklists/Forms
Greeting Scripts Form
Greeting Scripts Form
User ID
Copy as needed
Greeting 1
Greeting 2
Greeting 3
Greeting 4
Greeting 5
Greeting 6
Greeting 7
2439
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Document Outline