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Introduction
Setup decisions for the PARTNER® II Communications System or PARTNER
Plus Communications System should be recorded on the forms in this Planner.
The forms must be filled out before installation to provide guidance for the
technician who installs and programs the system.
The forms should also be used by the customer to record changes after
installation, so there is an ongoing record of the programming for the system. If
programming is inadvertently erased (for example, in the event of an extended
power failure), the forms can be used to reprogram the system.
Identifying a System Manager
As part of the planning process, the customer should identify a person in the
company to act as System Manager. The System Manager is the person who
is responsible for the telephone system. The System Manager should work
with you to fill out the forms, and should participate (with an alternate) in the
training for the system. The System Manager can then provide training, answer
questions for telephone users, and perform programming for the system after
installation.
Filling Out Planning Forms for the Customers
The planning forms were designed to be as self explanatory as possible. The
first few times you fill out the forms, it may help to refer to the supplemental
instructions on the pages that follow. For detailed information about system
features, see the PARTNER II or PARTNER Plus Communications System
Programming and Use guide.
We suggest you complete the forms as follows:
1.
Fill out Form A (to describe the customer’s overall system configuration)
and Form B1 (to record basic information for each system extension).
If you want to customize extension settings for different users, complete
Form B2 as well.
NOTE: For system options that require programming, the forms show the
name of the procedure and the programming code in the form {#NNN} (for
example,
Line Assignment {#301});
centralized programming procedures
for individual extensions are identified by the letters {CTP} for "Centralized
Telephone Programming" (for example, Line Ringing {CTP}).
Provide advice to help the customer fill out any additional forms needed for
installation.
2.
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■
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If button features should be programmed onto users’ telephones cen-
trally (instead of letting users do it themselves), the desired button
programming should be specified using the appropriate telephone
templates or feature checklists on Form C1 through Form C8.
If the customer plans to use dialing restrictions, Form D should be
used to specify a list of Emergency Phone numbers that will override
restrictions. Form D can also be used to specify lists of Disallowed
and Allowed numbers to fine tune the dialing capabilities for individual
extensions, to identify External Hotline phones that dial a specified
telephone number as soon as the handset is lifted, and to specify up
to 99 account codes for account code verification.
If the customer wants System Speed Dial numbers programmed that will
be available to all system users, Form E should be filled out.
After the forms are completed, take the original and leave a copy with the
customer.
Customer Training
In the U.S., a Lucent Technologies representative will provide training at the
customer’s place of business when the system is installed and programmed.
(Outside the U.S., customers should contact their Lucent Technologies Repre-
sentative or local Authorized Dealer for information about training.) The repre-
sentative will demonstrate how to:
■
Handle calls and use system features
■
Program features and phone numbers onto phone buttons
■
Change the programming for the system and for individual telephones
■
Use the Quick Reference cards and the Programming and Use guide
To prepare for training, please tell the customer to:
■
Set aside approximately two hours of uninterrupted time for training on
installation day, preferably in a quiet place away from distractions.
■
Designate one person (generally the System Manager) and an alternate to
participate in the training. These persons will then train the rest of the
company staff.
This training will ensure that the customer takes maximum advantage of their
new Lucent Technologies system. Thank you for your cooperation.
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