Mitel 5020 IP User manual

User Guide for the 5020/5220 IP and Superset™ 4025/4125
Telephones
ACD
SUPERVISOR / SENIOR SUPERVISOR

DUE TO THE DYNAMIC NATURE OF THE PRODUCT DESIGN, THE INFORMATION CONTAINED IN
THIS DOCUMENT IS SUBJECT TO CHANGE WITHOUT NOTICE. MITEL CORPORATION, ITS
AFFILIATES, AND/OR ITS SUBSIDIARIES ASSUME NO RESPONSIBILITY FOR ERRORS AND
OMISSIONS CONTAINED IN THIS INFORMATION.
DbQTU]Qb[_V=9D5<3_b`_bQdY_^
Copyright 2004, MITEL Corporation.
All rights reserved.

i
Contents
Getting Started
Introduction..........................................................................................3
Using a Headset ..................................................................................4
Logging In / Out ...................................................................................7
Queue Status
Queue Status at a Glance..................................................................11
Displaying a Group’s Queue Status ...................................................11
Displaying Reports.............................................................................12
Scrolling Through Reports .................................................................13
About the SHIFT Key.........................................................................15
AGENT STATUS
About Agent Status Keys ...................................................................19
Agent Status at a Glance...................................................................19
Displaying an Agent’s Status..............................................................20
Displaying Agent Status Reports........................................................21
About the Shift Key............................................................................22
AGENT MONITORING
About Agent Monitoring......................................................................27
Agent Help.........................................................................................29
REPORTS AND INDICATORS
Queue Status Reports........................................................................33
Agent Status Reports.........................................................................34
Status Indicators................................................................................35
ADDITIONAL FEATURES
Some Additional Features..................................................................39

GETTING STARTED

3
Introduction
This guide provides instructions for using ACD supervisor and senior supervisor
features on Mitel Networks 5020 IP, 5220 IP, SUPERSET 4025, and SUPERSET
4125 telephone. Refer to your telephone User Guide for a description the
telephone and non-ACD features.
Some of the personal keys on your telephone are programmed as QUEUE
STATUS keys or AGENT STATUS keys, and one may be programmed as a
SHIFT key. You use these keys to monitor the status of agents and agent groups.
Supervisor or senior supervisor?
Supervisors monitor agent groups. Senior supervisors monitor supervisors and
possibly agent groups as well. An agent group can be monitored by either a
supervisor or a senior supervisor, but not both. As a supervisor or senior
supervisor, you can’t answer ACD calls from your telephone.
One or more agent groups?
You’ll have one QUEUE STATUS key programmed on your telephone for each
of your agent groups. If you only have one QUEUE STATUS key (i.e., one agent
group to supervise), you can also have AGENT STATUS keys programmed on
your telephone.
AGENT STATUS keys are not available on senior supervisor phones.
You have easy access to information
A QUEUE STATUS key allows you to access information for an agent group and
for the agents within that group. An AGENT STATUS key displays information for
individual agents within a group.
Once you’ve accessed information, you can display the same type of information
for other agent groups or agents by pressing other QUEUE STATUS keys or
AGENT STATUS keys.
You can exit an information display at anytime by pressing SUPERKEY.

4
Using a Headset
Note: Your system administrator may have enabled full-time headset operation
on your telephone. Phones with full-time headset operation enabled must be
operated only with headsets.
A headset can be used either in regular answer mode or with the Auto Answer
feature programmed.
Most headsets are installed using the same jack that the handset plugs into.
MITEL’s Headset with Feature Control Switch plugs into the dedicated headset
jack (the jack nearest the front of the telephone).
To Install a Headset (no feature control switch)
To install the headset for your use, perform the following tasks:
1. When the telephone is not in use, lift the handset from the cradle and
carefully turn the telephone upside down.
2. Unplug the handset cord where it connects to the telephone.
3. Plug in the headset cord in the same place.
4. Store your handset in a safe place.
To return to handset operation, perform the following tasks:
1. When the telephone is not in use, lift the handset from the cradle and
carefully turn the telephone upside down.
2. Unplug the headset cord where it connects to the telephone.
3. Plug in the handset cord in the same place.
4. Set the telephone upright and return the handset to the cradle.
5. Store your headset in a safe place.

5
To Install a Headset with Feature Control Switch
IMPORTANT NOTE: MITEL’s Headset with Feature Control Switch must be
installed in the dedicated headset jack (the jack nearest the front of the
telephone). Installation will disable your handset microphone.
Disconnecting the headset at the jack or at the quick-disconnect plug
restores handset operation.
To install the headset for your use, perform the following tasks:
1. When the telephone is not in use, lift the handset from the cradle and
carefully turn the telephone upside down.
2. Plug the headset cord into the headset jack (the jack nearest the front
of the telephone).
3. Set the telephone upright and return the handset to the cradle.
To return to handset operation, perform the following tasks:
1. When the telephone is not in use, lift the handset from the cradle and
carefully turn the telephone upside down.
2. Unplug the headset cord where it connects to the telephone.
3. Set the telephone upright and return the handset to the cradle.
4. Store your headset in a safe place.
Enabling/Disabling Headset Operation:
To enable or disable headset operation for headsets on phones that are not
programmed for full-time headset operation:
•Press the HEADSET feature key.
•Connect or disconnect the headset at the quick-disconnect plug
(Headset with Feature Control Switch only).

6
Handling Calls with a Headset (no Feature Control Switch):
To answer a call (when Auto Answer is disabled):
•Press the flashing Line Select key.
To hang up:
•Press CANCEL.
Handling Calls with a Headset with Feature Control Switch:
To answer a call (when Auto Answer is disabled):
•Quickly press and release the Control Switch.
To mute the headset microphone (Headset with Feature Control Switch only):
•Press and hold the Control Switch.
To hang up:
•Quickly press and release the Control Switch.

7
Logging In / Out
Your system administrator should have assigned you an identification number.
Your identification number allows you to access the ACD system. Check with
your system administrator if you don’t have an identification number.
Note that you can’t program your telephone’s personal keys while you’re logged in.
To log in:
1. Enter the Login/Logout access code.
2. Enter your identification number.
If you’ve logged in successfully, you hear dial tone and ACD LOGIN
appears in your telephone display.
If you’re unsuccessful, you hear error tone (continuous beeps) and
INVALID, NO ACCESS, or INVALID KEY appears on your telephone
display. Contact your system administrator if you can’t log in.
3. Press SPEAKER.
To log out:
1. Enter the Login/Logout access code.
If you hear dial tone you have logged out successfully. ACD LOGOUT
appears in the display.
2. Press SPEAKER.

QUEUE STATUS

11
Queue Status at a Glance
The indicator beside a QUEUE STATUS key shows the current status of the call
waiting queue for the associated agent group. Refer to Table 5 in the Reports
and Indicators section for information on how to interpret the queue status
indicator flash rates.
Displaying a Group’s Queue Status
A QUEUE STATUS key allows you to display an agent group’s queue status.
1. Press a QUEUE STATUS key.
The following information is displayed from left to right:
a) the agent group number
b) the number of calls waiting in the queue
c) the longest time that a call has been in the queue.
2. Press NAME to display the agent group name.
3. Press another QUEUE STATUS key to display queue information for
another agent group
-or-
Press SUPERKEY to exit.

12
Displaying Reports
You can display queue status reports for your agent group. Refer to Table 3 in
the Reports and Indicators section for a list of the available queue status reports.
If you’re responsible for more than one agent group, you can also access agent
status reports using the AGENT softkey. Refer to Table 4 in the Reports and
Indicators section for a list of the available agent status reports.
To display queue status reports:
1. Press a QUEUE STATUS key.
2. Press a key on the dial pad.
The report associated with that key is displayed.
3. Press SUPERKEY to exit.
To display agent status reports:
1. Press a QUEUE STATUS key.
2. Press AGENT.
The status of the first agent in the group is displayed. The AGENT softkey
is only available if you supervise more than one group.
3. Press a key on the dial pad.
The report associated with that key is displayed.
4. Press SUPERKEY to exit.

13
Which report at which key?
1. Press a QUEUE STATUS key.
2. Press HELP.
The display prompts you to press any key 0 to 9.
3. Press a key on the dial pad.
The name of the report associated with that key is displayed.
4. Press the CANCEL softkey to return to the queue status display.
Scrolling Through Reports
You can also scroll through queue status reports and agent status reports.
To scroll through group status reports:
1. Press a QUEUE STATUS key.
2. Press a key on the dial pad.
The report associated with that key is displayed.
3. Press the Ïor Ðkey to scroll through the queue status reports.
4. Press NAME at any time to display the number and name of the
group associated with the report data.

14
To scroll through agent status reports:
1. Press a QUEUE STATUS key.
2. Press AGENT.
The status of the first agent in the group is displayed. The AGENT softkey
will only be available if you supervise more than one agent group.
3. Press a key on the dial pad.
The report associated with that key is displayed.
4. Press the Ïor Ðkey to display different reports for the same agent
-or-
Press FWD or BACK to display the same report for other agents in
the group.
5. Press NAME at anytime to display the identification number and name
of the agent associated with the report data.

15
About the SHIFT Key
If you’re responsible for more agent groups than there are QUEUE STATUS
keys on your telephone, you must use the SHIFT key to access the other agent
groups. The SHIFT key allows you to access more than one agent group from a
single QUEUE STATUS key.
The status indicator beside the SHIFT key turns on when the shift function is
activated.
An example:
If you’re supervising nine agent groups, but only have four QUEUE STATUS
keys programmed on your telephone, you can press the SHIFT key to access the
other five groups.
1. Press the SHIFT key once.
QUEUE STATUS keys 1, 2, 3 and 4 now represent groups 5, 6, 7 and 8.
2. Press the SHIFT key again.
Key 1 now represents group 9. Keys 2, 3, and 4 are meaningless.
3. Press the SHIFT key once more.
Keys 1, 2, 3 and 4 once again access groups 1, 2, 3 and 4.

16
Table 1 further illustrates this example:
Table 1: SHIFT Key Operation for Queue Status
Key Number With No Shift After 1st Shift After 2nd Shift After 3rd Shift
1 Agent Group 1 Agent Group 5 Agent Group 9 Agent Group 1
2 Agent Group 2 Agent Group 6 none Agent Group 2
3 Agent Group 3 Agent Group 7 none Agent Group 3
4 Agent Group 4 Agent Group 8 none Agent Group 4
Need a reminder?
If you forget how many times you have pressed the SHIFT key:
1. Press SUPERKEY.
2. Press SHIFT.
The shift count appears in the display.