ESI ORIGINAL IVX User manual

POWER USER’S
GUIDE
ORIGINAL

(Inside front cover of
IVX User Guide)

IVX
POWER USER’SGUIDE
Station Operation
Feature Phone . . . . . . . . . . . . . . . . . . 2
Handling Calls . . . . . . . . . . . . . . . . . . 4
Handling Messages . . . . . . . . . . . . . . 8
Features Description . . . . . . . . . . . . . . . 12
Programming Menu Overview. . . . . . . . 19
Station Programming
0 Help Mode . . . . . . . . . . . . . . . . . . 20
1 Personal Greeting . . . . . . . . . . . . . 20
2 Soft Feature Keys . . . . . . . . . . . . . 20
3 Station Options . . . . . . . . . . . . . . . 24
4 Station Audibles . . . . . . . . . . . . . . 26
5 Password . . . . . . . . . . . . . . . . . . . 26
6 External Notification . . . . . . . . . . . 27
Special Features
Live Outside Calls/ Operator . . . . . . . 28
Group Mailboxes. . . . . . . . . . . . . . . . 30
Guest Mailboxes . . . . . . . . . . . . . . . . 32
ACD Agent Operation . . . . . . . . . . . . 38
Cascade Paging Mailboxes . . . . . . . . 41
DSS/BLF Console . . . . . . . . . . . . . . . 42
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
0200-0009 9R712

IVX
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OWER USER’SGUIDE
Message &
Speaker
LEDs
Soft Feature
Keys for Direct
Station, Select,
Speed Dial, Line
Keys, and other
features
LCD Display
Speaker/Handset
Volume Control
Fixed Feature
Keys
IVX FEATURE PHONE
Your IVX Feature Telephone is equipped with a speaker phone for handsfree conversa-
tion, an LCD display for call handling status, and both fixed and programmable fea-
ture keys for simplified operation. Its built-in voice mail features and voice prompting
make it easy to program and use.

IDLE DISPLAY
When your phone is not in use, the dis-
play shows the current date and time,
any activated features, such as Do-Not-
Disturb (DND), Monitor Mode, etc. and
the system’s current Line usage.
The Line indicators on the bottom line of the display show:
Line available,
Line in use,
Line you are currently using.
Note: Incoming calls usually are assigned beginning with Line
1 at the far left Line indicator while outgoing calls are assigned
from the highest numbered Line beginning at the far right.
MESSAGE WAITING DISPLAY
Shows the number of new and old mes-
sages in your mailbox. This display
shows only when new messages exist.
MESSAGE PICK-UP DISPLAY
During message playback, the top line
shows the originator of the message and
its duration. The bottom line of the dis-
play indicates if the message is new or
old and the date and time that the mes-
sage was left.
CALL WAITING DISPLAY
The top line shows the number (or name
if Caller ID is available) of your original
call and the call duration. The bottom
line shows the name or number of the
call waiting along with the duration of
that call. The arrow on the display will
move between the top and bottom line
when the FLASH Key is pressed to tog-
gle between the calls.
IVX POWER USER’SGUIDE 3
11/5 3:22 PM
11/5 3:22 AM
NEW 1 OLD 2
JOHN DOE 1:06
NEW 11/5 9:14A
JOHN DOE 2:33
ACME BRICK :24
JOHN DOE 2:36
ACME BRICK :27

STATION OPERATION
OUTSIDE CALLS
To Answer: Lift the handset or press the SPEAKER Key.
To Place: Lift the handset or press the SPEAKER Key.
Press an unlit Line Key, or dial 9 (8 or 7) to be assigned an
outside dial tone.
ShortCut: Dial 9 and the speaker will be turned on auto-
matically to outside dial tone. Then dial the number.
To Hang-up: Replace the handset. If using the speaker
function, press the SPEAKER Key. Note: Pressing the
speaker key when the handset is in the cradle disconnects
the call.
INTERCOM CALLS
To Answer: Answer by speaking directly through the
speaker in hands-free mode. To answer a ringing call, lift
the handset or press the SPEAKER Key.
To Hang-up: Replace the handset or press the SPEAKER
Key.
To Place: Lift the handset and press a Station Key or dial
the extension number.
ShortCut: Press a Station Key,+ or dial the extension
number, the speaker will be turned on automatically.
To Hang-up: Replace the handset, press a Station Key
again, or press the SPEAKER Key.
TO USE SPEED DIAL
There are three different speed dialing options:
System Speed Dial, Personal Speed Dial and the
Caller ID/ESI-DexTM Speed Dial.
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OWER USER’SGUIDE

SYSTEM SPEED DIAL
If the System Administrator has programmed System
Speed Dial numbers (600 to 699), you can use them simply
by dialing the assigned three digits. See the Administrator
about what System Speed Dialing is available.
PERSONAL SPEED DIAL
You may also program your own personal speed dial keys
when you program your Soft Feature Keys.
CALLER ID/ESI-DEXTM SPEED DIAL
Allows you to speed dial speed dial any stored Caller ID
name/number with the FLASH/RDL Key. Using ESI-Dex
to store and retrieve Caller ID numbers is covered under
Soft Feature Keys.
DIRECT STATION SELECT
To call another station, press an available (unlit) Station
Key. A tone will play at the called station and the station’s
speaker phone will be turned on. Or, the station will ring
if they hands-free answer is turned off). When finished,
replace the handset; or if hands-free, press the Station Key
again or the SPEAKER Key to disconnect.
The Station Key’s LED indicates the station’s status:
Solid Red = In use
Solid Amber = In DND (Do Not Disturb)
Solid Green = Connected to your station
Blinking Red = Ringing from another call
Blinking Green = Ringing from your call
STATION-TO-STATION CALL WAITING
Calling or transferring a call to another station that is busy
generates a call waiting tone in their earpiece and a call
waiting indication shows on the bottom line of their dis-
play. If they ignore the call waiting, your call or the trans-
ferred call will be forwarded to their mailbox.
IVX POWER USER’SGUIDE 5

TOTRANSFER A CALL
Unsupervised (Blind) Transfer: While connected to an
outside call, press a Station Key (or press the TRAN/
CONF Key and dial the extension number). Hang up
immediately.
Supervised Transfer: To announce the caller, wait until
the called party answers, announce the caller and then
hang up. If the transferred-to party does not answer, hang
up to release the caller to the station’s voice mailbox. Or,
press the Station Key again or press the FLASH Key to be
reconnected to the original caller.
TOTRANSFER A CALL TO A MAILBOX
To transfer an outside caller to another user’s mailbox,
press the VOICEMAIL Key and the appropriate Station
Key. (If the destination does not have a Station Key
assigned, press the VOICEMAIL Key, then the
TRAN/CONF Key and dial the extension number). Hang
up to release the caller into the voice mailbox. (To ensure
the privacy of the message, you will automatically be dis-
connected at the record tone.
TOTRANSFER A CALL TO THE MAIN GREETING
To transfer an outside caller to the Main Greeting, press
the VOICEMAIL Key and hang up.
TOTRANSFER A USER TO THEIR MAILBOX
To transfer a user that is calling from the outside to pick-
up messages, press the VOICEMAIL Key, press the * Key,
and the appropriate Station Key (or mailbox number) and
hang-up.
CALL PICK-UP
If a call is ringing at another station (the Station Key is
blinking Red at your phone), that call can be picked-up by
pressing the PICK UP Key (* Key), then pressing the ring-
ing Station Key.
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TOINITIATE A CONFERENCE
While connected to a call, press the TRAN/CONF Key
and call another station or outside party. Press the
TRAN/CONF Key again to connect the three parties
together in a conference. Repeat these steps to add a
fourth person to the conference. If the newest added-opn
party does not answer, press their Station Key again of
press the FLASH/RDL Key to return to the original con-
ferees. Hang up to disconnect all parties in the conference.
Note: Callers on PARK can be added to conferences.
A total of twelve parties can be in conferences within the
system at any one time. No more than 4 parties can be in
a single conference.
CALL WAITING
If you have enabled Call Waiting for your station (PROG
Key, 31), you will hear a tone in your earpiece and the bot-
tom line of your display will indicate when a call is wait-
ing. To toggle between the original call and the call wait-
ing, press the FLASH Key. To drop either call, hang up
while connected to the call to be dropped. When your
phone rings, lift the handset or press SPEAKER and you
will be reconnected to the other caller.
LINE KEYS
If you have programmed your Soft Feature Keys as CO
Line Keys, these keys can be used to gain direct access to
outside lines (in addition to dialing 9, 8, or 7 to be
assigned a line automatically). An outside call transferred
to your station can be answered by simply lifting the
handset or pressing the SPEAKER Key. The LED indica-
tions for the Line Keys are as follows:
Solid Red = Line In use
Solid Green = Line connected to your station
Blinking Red = Line ringing at another station
Blinking Green = Line ringing at your station
IVX POWER USER’SGUIDE 7

VOICE MAIL OPERATION
IVX provides accurate and timely messages. Others will
become more comfortable leaving you voice messages if
you pick-up and respond to your messages promptly.
RETRIEVING MESSAGES FROM YOUR IVX FEATURE PHONE
If you have new messages, your display will show the
number of new and old messages in your mailbox.
TO PICK UP YOUR MESSAGES:
1. Press the VOICEMAIL Key.
2. Input your password when prompted. (The system is
set up with a default of 0 so no password is
needed, but you can assign one if you desire.)
IVX will start playback of messages with the oldest new
message and continue until all messages are played. The
display will show the origination of the message, the
duration of the message, whether new or old, and the
time/date of when the message was left.
Voice prompted instructions are played at the end of each
message. Once you've learned these prompts, you can
proceed more rapidly by pressing one of the following
keys any time during the message, or during a prompt.
Pause– paused for one minute or until 1 is pressed
again.
Call ID Number / (Verbal Time/Date – toggles
between the Caller ID number (if available) and
Time/Date of the message.
Reply– to automatically reply to a message from
another user within the system. Begin recording your
reply at the tone. Press 1 to stop. You will then be
returned to the original message for further action.
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Back Up– backs up 4 seconds for each key press
during message playback. If pressed after the message has
finished, it returns you to the beginning of the message.
Fast Forward– advances 4 seconds for each key
press.
Move– moves a copy of the message to another
user’s mailbox, a Group Mailbox or a Quick GroupTM. If
you wish to add an introduction, press 1 when prompted,
IVX will respond with the mailbox greeting and record
tone. When you’ve finished your recording, press 1 to
stop. To move the message without an introduction, press
6 when prompted.
Delete– deletes the message from the mailbox.
Save– saves the message and plays it as an old mes-
sage the next time messages are retrieved.
To Exit– Hang-up at any time during playback of mes-
sages. Everything in the mailbox that has not been deleted
will be saved.
Automatic Callback– For messages with Caller ID, you
can automatically return the call by pressing the
FLASH/RDL Key during message playback. The message
is saved and your phone exits voicemail to make the call.
Note: Depending on local carrier limitations, auto call-
back does not always work on local calls. e Caller ID pro-
vided number.
Receiving a Call Waiting Tone while Picking Up
Messages- You can ignore the waiting call and it will go
into your mailbox after a few rings. Or answer the call by
hanging up to exit voice mail. Your phone will then ring. Lift
the handset (or press the SPEAKER Key) to answer the
call. The message you were listening to will be saved for
future retrieval.
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PICKING UPMESSAGES FROM A REMOTE LOCATION
You can pick up messages when away from the office.
Since the display is not available to you, message han-
dling will operate slightly differently. (Note: An IVX
“Remote Location Shortcut Keys” card is available.)
TO RETRIEVE YOUR MESSAGE FROM A REMOTE LOCATION:
1. At the Main Greeting, press * and input your mailbox
number. Or, have the operator transfer you into your mail-
box by pressing the VOICEMAIL Key, the * Key, and
inputting your mailbox number.
2. Input your password if required followed by the # Key.
IVX will announce the number of new and old messages
and will start playback of messages with the oldest new
message. Old messages will play next and recordings in
your mailbox will play last.
Additional key functions available from remote locations
Hear Time/Date– pauses the message, plays the
Time/Date of when the message was left and resumes.
Access User Programming– allows you to change
your personal greeting or password. Note: Fast Forward
is not available from a remote location.
Main Greeting– returns you to the Main Greeting.
Operator– transfers you to the operator.
To Leave a Message In Another Mailbox– when
prompted, enter the user's mailbox number.
To Disconnect– use before hanging-up. If pressed
during playback of a message, the message is saved.
*
#
0
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PERSONAL GREETINGS
Initially, your mailbox has a generic greeting “You have
reached the mailbox for extension xxx.” You should record a
personal greeting in your own voice indicating your avail-
ability to return calls. Example: “Hi, this is Bill. I’m away
from my desk or on the phone . Leave me a detailed message and
I’ll respond to it promptly” or “Hi, this is Bill. I’ll be out of
town until the 23rd.. Leave me a message. “I”ll be checking in
regularly”.
Note: To help shorten your personal greeting, a system
prompt automatically follows your personal greeting with
instructions to the outside caller such as: “To reach the oper-
ator press 0, to return to the Main Greeting, press 8, or to leave
a message, begin recording at the tone. Press 1 when finished.”
Shortcut: When leaving a message in another mailbox,
press 1 during the personal greeting to advance directly to
the record tone without having to listen the remainder of
the greeting and the system prompt.
You can change a personal greeting as often as necessary
by recording over a previously recorded personal greet-
ing.
Warning: Deleting your personal greeting will turn off
your mailbox.
The personal greeting reminder feature described later
will help you remember to change your personal greeting
if necessary.
EXTERNAL PAGER NOTIFICATION
You can have the system call and activate your external
pager whenever the first new message is left in your mail-
box. IVX will call your pager when your first new mes-
sage is left and will repeat the page (at the interval pro-
grammed at installation) until all new messages have been
retrieved. Inputting or deleting the phone number that is
to be called to activate your pager will turn this feature on
or off.
IVX POWER USER’SGUIDE 11

FIXED FEATURE KEYS
The Fixed Feature Keys on the phone are permanently
labeled as to their usage. In most cases, the key will have
two purposes (i.e: MUTE/DND) and a function can only
be activated when appropriate to the current application.
Example: Mute can only be activated during a conversa-
tion with another party, whereas DND can only be activat-
ed while your station is idle. For most features, the LCD
display will indicate that it has been activated.
PROGRAM / HELP KEY
The PROG/HELP Key accesses station programming and
user help information. While your station is idle, press
the PROG/HELP Key to play menu choices for either sta-
tion programming or for help. Exit by hanging up; or if in
Help Mode, press the PROG/HELP Key again.
Note: While in Programming/Help Mode, your station
will automatically be placed in Do-Not-Disturb. Calls to
your station while you are in DND will be forwarded to
your mailbox or to another destination set by the Installer.
STATION PROGRAMMING MODE
Follow the voice prompts to program the desired station
or voice mail features (described later). Press the
PROG/HELP Key again during station programming for
a detailed description of the feature being programmed.
HELP MODE
The system will play prompts of how to use the phone,
voice mail, a description and current programmed status
of any key pressed, and a user tutorial. Press the
PROG/HELP Key a second time to exit Help Mode.
PICK UPKEY
A call ringing at another station or department can be
answered from your station by pressing the PICK UP Key
(* Key), then the ringing Station Key. During Night Mode,
if a night bell is used instead of the night Auto Attendant,
press PICK UP 0 to access the ringing outside call.
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PAGE KEY
This key allows for paging through all or designated
available telephone speakers. Press the PAGE Key and 0
to access all available stations. Press the PAGE Key and 1,
2, or 3 to access a programmed paging zone.
Note: Page won’t output to the speakers of phones in use.
Tip: To page for pick up of an outside call, park the caller
by pressing one of the Park Keys. Then page the party and
announce the Park location for retrieval.
PARK KEYS
Three keys are labeled as PARK 1, PARK 2 and PARK 3.
These keys are used to place a caller on “Hold” for pick
up at any station. When a call is Parked, the PARK Key
LED blinks red at a “Hold” rate at all stations. When the
parked call is retrieved from any station, the LED will go
out at all stations indicating that the parked call has been
answered and that the PARK Key is again available. If a
parked call is not picked-up, the call will recall to your
station. The LCD display will indicate which PARK Key
is recalling and its LED will “flutter” at all stations.
Manual or Auto Attendant transfers do not use PARK Keys.
HOLD KEY
Depending on station programming, the HOLD Key
places calls on Exclusive Hold or System-Wide Hold.
Exclusive Hold: For stations without Soft Feature Keys
programmed as Line Keys, the HOLD Key functions as
Exclusive Hold with retrieval possible only at that station.
Press the flashing HOLD Key to retrieve the call.
System-Wide Hold: When the HOLD Key is pressed, the
call goes to an open line and the LED lamp blinks red at
all other stations that have that line programmed as a Soft
Feature Key.
Note: System-Wide Hold is possible only at stations with
the holding line programmed as a Soft Feature Key; and
System-Wide Hold calls can only be retrieved at stations
with the holding line programmed as a Soft Feature Key.
IVX POWER USER’SGUIDE 13

VOICEMAIL KEY
The VOICEMAIL Key accesses all voice mail features such
as picking up messages or for transferring a caller to
another user’s mailbox.
PICKING UPMESSAGES
If you have new messages, the MSG LED lamp will blink
red and the display will show the number of new and old
messages in your mailbox. Press the VOICEMAIL Key,
input your password (if necessary) and listen to your mes-
sages. The system will start with your oldest new mes-
sage and continue until all messages and recordings have
played.
PLAYBACK OF RECORDINGS
If you have recorded conversations, they will be played at
the end of old messages or they can be accessed directly
by pressing the VOICEMAIL Key then the REC Key.
Recordings play back starting with the newest recording.
TOLEAVE MESSAGES IN OTHER USERS’MAILBOXES
Press the VOICEMAIL Key and the desired Station Key
(or press the TRAN/CONF Key and dial the extension
number). To advance directly to record, press 1 during the
personal greeting.
QUICK GROUPSTM
To leave a message in multiple mailboxes, press the
VOICEMAIL Key and then two or more Station Keys.
Pressing a Department Key as part of the Quick Group
will leave the message for all Department members.
GROUP MAILBOXES
If your system is set up with Group Mailboxes, to leave a
message for all group members, press the Station Key you
have programmed for that group. Or, press the VOICE-
MAIL Key, then the TRAN/CONf Key followed by the
three digit mailbox number. See the System Administrator
for Group Mailbox information.
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SPEAKER KEY
The SPEAKER Key is used for hands free conversation. If
pressed during ringing from an outside call, you will be
connected to the caller via the speaker (and the SPEAKER
LED will be lit). While using the handset, pressing the
SPEAKER Key and hanging up the handset will switch
the caller to your speaker. Lifting the handset while on
speaker will switch to the handset.
GROUP LISTEN
To have a handset conversation while the caller’s voice is
broadcast over your speaker, press the SPEAKER Key, but
do not hang up the handset. The caller’s voice is heard by
the group, but the caller only hears the person speaking
into the handset.
MUTE / DND KEY
MUTE
During a conversation (either with the handset or speak-
er), press the MUTE Key to disable your handset or speak-
er microphone. While Mute is activated, the SPEAKER
LED lamp fluuters and the LCD displays “MUTE”.
DND
When your station is idle, press the DND Key to toggle
your phone in and out of Do-Not-Disturb. The LCD will
display “DND”.
IVX POWER USER’SGUIDE 15

RECORD / MONITOR KEY
The REC/MON Key allows a user to record all or portions
of a call. As a secondary use, the REC/MON Kdy turns
Monitor Mode on and off.
RECORD MODE
During a call, press the REC Key to begin recording both
sides of the conversation. Recording continues until the
REC Key is pressed again or the call is completed. During
recording, the REC LED lamp will flutter and the LCD
will display “RECORDING”. Any conversation can be
recorded including a conference call or service observing
call.
A personal reminder recording can also be recorded by
lifting the handset and pressing the REC Key. Intercom
dial tone will stop and recording of your station will begin
until REC Key is pressed again or you hang up.
Note: The system may have been programmed by the
installer to insert a short tone every 15 seconds while
recording.
Recordings are are retrieved from the voice mailbox after
new and old messages.
MONITOR MODE
Live Call Screening: To hear a message being left in your
mailbox, press the REC/MON Key while your phone is
on-hook. While listening through the speaker, you can
intercept the call by lifting the handset.
You can also activate MON any time your phone is idle to
screen all incoming calls.
Note: As an internal security precaution, the system
requests a password before it is possible to put an idle
extension into Monitor Mode. No password is needed to
turn Monitor Mode off.
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FLASH / REDIAL KEY
The FLASH/RDL Key is used to generate a flash hook
(immediate dial tone) on an outside Line, to redial the last
outside number dialed, or to automatically call back
callers who have left a message with Caller ID.
FLASH
When connected to an outside Line, press the FLASH Key
to transmit a flash hook (obtain an immediate dial tone)
through the CO Line or host PBX. If a call waiting tone is
heard while on a call, press the FLASH Key to toggle
between the two calls.
REDIAL
When your station is idle or after first lifting the handset,
press the RDL Key to redial the last outside call made.
During message playback which has a stored Caller ID
number, press RDL Key to automatically dial the number.
CALL FORWARD KEY
Your station has been programmed by the installer to
route your phone when it is busy or does not answer
(usually forwarding to your mailbox). Use the CFWD
Key to temporarily call forward all of your calls to another
station or another user’s mailbox.
Press the CFWD Key and then a Station Key (or dial an
extension number) to forward all calls to another station.
If the forwarded-to station is busy or does not answer, the
call will be returned to your mailbox.
Press the CFWD Key, VOICEMAIL Key, and then a Station
Key to forward all calls to another user’s mailbox.
To turn off Call Forward, press the CFWD Key twice.
TRANSFER / CONFERENCE KEY
The TRAN/CONF Key transfers calls to stations that do
not have a programmed Station Key. As a secondary use,
the TRAN/CONF KEY facilitates conferencing.
IVX POWER USER’SGUIDE 17

USER PROGRAMMING
All user controlled features can be programmed from
your station by following the voice prompted menus to:
• set or change the Soft Feature Keys,
• turn on or off Station Options,
• set station Ring Tone or Ring Volume, and
• set or record Voice Mail Options.
Program Mode is entered by pressing the PROG/HELP
Key.
Voice prompts will play menu and sub-menu options to
access the desired feature. You do not have to wait for the
entire prompt to be played. Therefore, once you’ve
become familiar with the prompts, you can quickly set
any frequently used feature.
Short Cut Example: To re-record a personal greeting, you
can press the PROG/HELP Key and enter to go
directly to your personal greeting record tone.
PROGRAMMING HELP
During any of the following programming steps, press the
HELP Key to hear a more detailed description of the fea-
ture and related programming options.
Example: In the Menu Overview at the right, to go direct-
ly to hear your password press PROG/HELP and enter
.
Note: To exit Programming at any time, press the
SPEAKER key to hang up. All programming entered to
that point will be saved.
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