Nortel Attendant PC User manual

Meridian 1 Attendant PC Software Quick Start
Meridian 1
Meridian 1 Attendant PC
Software Quick Start Guide
Document Number: P0891258
Document Release: Standard 2.00
Date: February 1999
Year Publish FCC TM
© 1997, 1999
All rights reserved
Printed in the United States of America
Information is subject to change without notice. Northern Telecom reserves the right to make changes in design
or components as progress in engineering and manufacturing may warrant. This equipment has been tested
and found to comply with the limits for a Class A digital device pursuant to Part 15 of the FCC rules, and the
radio interference regulations of Industry Canada. These limits are designed to provide reasonable protection
against harmful interference when the equipment is operated in a commercial environment. This equipment
generates, uses and can radiate radio frequency energy, and if not installed and used in accordance with the
instruction manual, may cause harmful interference to radio communications. Operation of this equipment in a
residential area is likely to cause harmful interference in which case the user will be required to correct the
interference at their own expense.
SL-1 and Meridian 1 are trademarks of Northern Telecom. Windows 95 is a trademark of Microsoft

Meridian 1 Attendant PC Software Quick Start
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P0891258 Standard 2.00 February 1999
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Page v of viii
Meridian 1 Attendant PC Software Quick Start
Contents
Ready, ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Connect the handset or headset . . . . . . . . . . . . . . . . . . . . . . . . 1
Ready, Set, ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Starting the Meridian 1 Attendant PC . . . . . . . . . . . . . . . . . . . . . 3
Configuring your personal Toolbox . . . . . . . . . . . . . . . . . . . . . . . 4
Ready, Set, Go! . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Answering a call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Extending a call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Extending a call to voice mail . . . . . . . . . . . . . . . . . . . . . . . . . 9
Placing a call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Calling an extension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Calling an outside number . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Calling another attendant . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Using the directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Creating a Directory Entry . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Editing a directory entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Deleting a directory entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Using information screens . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Using Hotkeys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Creating Virtual feature keys . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Creating Auto Dial Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Using the Feature List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Using the ICI keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Page vi of viii Contents
P0891258 Standard 2.00 February 1999
Using the TGB keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Stop! . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Position Busy/Night Service . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Logging off the Attendant PC . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Using the help facility . . . . . . . . . . . . . . . . . . . . . . 37
List of Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Page vii of viii
Meridian 1 Attendant PC Software Quick Start
viii
List of figures
Figure 1
Connecting the handset and headset . . . . . . . . . . . . . . . . . . . . . 1
Figure 2
Meridian 1 Attendant PC console display . . . . . . . . . . . . . . . . . . 3
Figure 3
Sample Toolbox window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Figure 4
Console’s Tools menu display . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Figure 5
New directory display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Figure 6
General tab display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Figure 7
Address tab display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Figure 8
User Data display window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Figure 9
Shift display window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Figure 10
Directory tab displays . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Figure 11
Hotkeys tab display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Figure 12
Features List display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Figure 13
Attendant PC Help Topics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Page viii of viii List of figures
P0891258 Standard 2.00 February 1999

Page 1 of 54
Meridian 1 Attendant PC Software Quick Start
Ready, ...
Connect the handset or headset
Before you start using Meridian 1 Attendant PC, plug the handset
or headset into the Meridian 1 Attendant PC interface unit (see
Figure 1). If you plug the handset upside down, callers will not be
able to hear your voice. Connect the handset as shown.
Figure 1
Connecting the handset and headset
Correct PJ327 Insertion
The jack fits snugly with the
Meridian 1 Attendant PC unit.
Incorrect PJ327 Insertion
The jack is not flush with
the Meridian 1
Attendant PC unit.
Connector
Usage
Attach a headset to the RJ32 jack or a
handset to the PJ327 2-prong connector jack
on either side of the Meridian 1 Attendant PC
unit.

Page 2 of 54 Ready, ...
P0891258 Standard 2.00 February 1999

Page 3 of 54
Meridian 1 Attendant PC Software Quick Start
Ready, Set, ...
Starting the Meridian 1 Attendant PC
To start the Merdian 1 Attendant PC, locate the shortcut icon on
your workstation desktop titled, “Shortcut to console.exe”.
Double-click the icon to launch the Attendant PC.
The Attendant PC main screen appears.
Figure 2
Meridian 1 Attendant PC console display
Mini-keypad
Directory
Two-line display
Dialpad
Numbers
Program Menus
Position
Busy Button
and Lamp
Status Indicator
Loop Keys
Fixed
Keys

Page 4 of 54 Ready, Set, ...
P0891258 Standard 2.00 February 1999
You can resize and position the Attendant PC main screen and
tool windows any way you like by using the mouse to:
•Move - Left click the mouse on the top part of the console or
window and drag it to the desired location.
•Resize - Move the cursor over any console or tools window
edge until it changes to a , then left click and drag to
resize the window.
Configuring your personal Toolbox
Next, let’s build a Toolbox. A toolbox allows you to store the
features you use the most in one window, rather than displaying
multiple windows on your desktop.
Each attendant’s toolbox is personalized. When an attendant logs
in, no matter which console is being used, the attendant’s toolbox
appears with the appropriate features.
To build your toolbox, you will drag and drop features from the
Feature List, ICI (Incoming Call Indicators) List, and TGB (Trunk
Group Busy) List windows into the Toolbox window.
1Choose Toolbox from the Tools menu.
An empty Toolbox window is displayed on your desktop.
2Select Feature List from Tools on the Attendant PC main screen.
The Feature List window appears on your desktop.
3Select ICI List from Tools on the main screen.
The ICI List window appears on your desktop.
4Select TGB List from Tools on the main screen.
The TGB List window appears on your desktop.
5Drag and drop the features you use the most from the Feature List
window to the Toolbox window (see Figure 3 on page 5).
6Repeat step 3 for the ICI List keys and the TGB List key.

Ready, Set, ... Page 5 of 54
Meridian 1 Attendant PC Software Quick Start
Figure 3
Sample Toolbox window
When you have both the main screen and toolbox displayed, you
are ready to answer calls.
Continue with “Ready, Set, Go!” on page 7.
You can resize or expand
thebottomedgeandsides
oftheToolboxwindowwith
the mouse to enlarge it in
order to list more features
and keys.
Tip
TGB List
ICI List
Feature List

Page 6 of 54 Ready, Set, ...
P0891258 Standard 2.00 February 1999

Page 7 of 54
Meridian 1 Attendant PC Software Quick Start
Ready, Set, Go!
Answering a call
Calls are queued in order of arrival. All calls are presented to loop
0 if idle. If a call on loop 0 has been placed on hold, the next call
in queue will be presented to loop 1, and so on. A maximum of six
calls may be processed or held on the console simultaneously.
Additional callers, beyond six continue to line up in queue.
Note:
To give priority to a certain type of call, answer by clicking
the ICI key rather than an idle loop key. You are connected to the
call regardless of its place in the queue.
1You receive a call. You hear a tone. The Source indicator flashes
2Click the appropriate loop key indicator. The tone stops and the Source
indicator goes on steadily; you are connected to the caller.

Page 8 of 54 Ready, Set, Go!
P0891258 Standard 2.00 February 1999
Extending a call
After you have answered a call, you can extend it to the extension
the caller requests.
For more information on extending a call, refer to the
Meridian 1
Attendant PC Software User Guide
.
1Dial the requested extension.
2To end your connection before the called party answers, click the
Release button immediately. [If the called party does not answer within
a set time (usually 30 seconds), you are recalled.]
3Otherwise, wait for an answer and talk to the called party before
releasing. The Destination Lamp indicator goes on steadily upon
answer.
4Click the Release button to connect the caller and called party and to
end your connection in the call.

Ready, Set, Go! Page 9 of 54
Meridian 1 Attendant PC Software Quick Start
Extending a call to voice mail
If a called party does not answer and/or a call is recalled to the
attendant, you can extend the call to voice mail.
Note:
If the Voice Mail icon does not appear in the toolbar,
contact your system administrator.
1Dial the requested extension.
2If the party does not answer or the call is recalled to the attendant, drag
the number from the display and drop it on the Voice Mail icon in the
toolbar.
You can also drag a number from the Directory and drop it on the Voice
Mail icon in the toolbar.

Page 10 of 54 Ready, Set, Go!
P0891258 Standard 2.00 February 1999
Placing a call
Calling an extension
You can place a call to any extension within the system.
1Click an idle loop key.
2Dial the extension. You hear ringing. The Source indicator flashes
slowly. When the called party answers, ringing stops and the Source
indicator goes on steadily.
3Click Release to end the call.

Ready, Set, Go! Page 11 of 54
Meridian 1 Attendant PC Software Quick Start
Calling an outside number
You can place a call to a number outside the system by dialing a
trunk access code followed by the desired number.
1Click an idle loop key.
2Dial the required trunk access code. You hear dial tone.The Source
indicator goes on.
3Dial the outside number. You hear ringing. When the called party
answers, ringing stops.
4Click the Release button to end the call.

Page 12 of 54 Ready, Set, Go!
P0891258 Standard 2.00 February 1999
Calling another attendant
With this feature, you can call another attendant in your
multiple-console group.
1Click an idle loop key.
2Dial the attendant access code.
3Dial the appropriate attendant code. You hear ringing. The Source
indicator flashes slowly.
4The called attendant answers. Click the Release button when you wish
to end the call.