Worksheets
Issue 1 January 1997
A-11
Instructions to complete the ORGANIZATION WORKSHEETS - Levels 1 and 2:
1.
If using different organization level names than the system defaults of “Cost Center”
and “Extension,” change them to those used in the SYSTEM-WIDE PARAMETERS
worksheet.
2.
Make as many copies of this worksheet as needed.
3.
(Multi-site configuration only) Enter the name of the site.
Sites are named at the time they are added (or renamed anytime thereafter)
via the Site Maintenance function under the Utilities menu.
4.
Enter the name of the Cost Center or Call Group (1-15 characters).
5. List all Extensions under this Cost Center (or Calling group). Use one to four digits
extension numbers, exactly as reported in an SMDR call record from the telephone
system.
The extension number assigned to each individual calling group is not
required. Enter only the extension number for each member of the calling
group.
6. For each Extension, enter:
a.
Personnel Name. Title (Miss, Mr., or Mrs. or up to 6 characters), First Name (up
to 26 characters) and Last Name (up to 36 characters) of an extension user.
b.
Indicate whether or not calls from this extension number should be logged into
the Immediate Output file.
c.
Indicate Privacy
- Masked Digits for Reports. Select the number of digits to hide
on numbers dialed by this extension ( 0 to 17 digits or “All” digits). The right-most
digits will be masked with “?”s on reports only.
When a number is masked for reports, all (unmasked) dialed number are
stored. If at a later date you choose to change these Privacy settings,
future reports may then print the entire unmasked number.
d.
Indicate Privacy
- Masked Digits for Storage. Select the number of digits to hide
on numbers dialed by this extension ( 0 to 17 digits or “All” digits). The right-most
digits will be masked with “?”s as the call goes into storage.
When a number is masked for storage, it is also masked on reports;
however, the loss of this information is final — the unmasked number
cannot be retrieved — even if at a later date you choose to change these
Privacy settings.
