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Common Elements
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Standard Sets – Subscribers
Connectivity
Set Management
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Directories
Multiline Hunt Groups
Call Pickup Group
Intercom Groups
Office Hunt Groups
Set Templates
Feature Packages
Feature Key Templates
Cisco Sets
AS5300 Sets
Circuits
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Accounting Entries
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Orders & Troubles
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Work Order/Note Categories
Orders
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Preventive Maintenance Jobs
Reports
Subscribers
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TCO Group
Resource Managers
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Supervising Managers
Equipment & Services
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Report Category
Managing Equipment Types
Managing Service Types
Technicians
Equipment
Services
Accounts
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Unofficial Accounts
Calls & Media Imports
Accounting Tools
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Facilities
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Sites
Connections
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Connection Types
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Connection Path Assignments
Merge Connections
Buildings
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Building Types
Terminal Types
Building Records
Terminal Records
Emergency Response Location
Frame Records
Connections & Buildings
Network Devices
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Network Device Port Types
Network Device Types
Network Device Adapter Types
Managing Network Devices
Manage Port Connections
Connectivity
Statistics
Directory/Organizations
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Organizations
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Organization Levels
Managing Your Organizational Structure
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Editing an Organization
Organization’s Customer Codes
Organization’s Call Records
Organization’s Devices
Viewing and Exporting
DSN Directory
Phone Book
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Search Tags
Phone Book Listing
Toll Tickets
System Admin
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Security
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Security – Profiles
Security – Users
Security – Logged In Users
Security – Activity Log
Security – Open Record Management
Data Sync Center
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Switch Sync Project
Synchronizing Your Data
Sync Reports
EWSD Switch Sync
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Sync Schedules
EWSD Switch Sync Logs
Set Device Sync
Port Sync
Feature Key Map Sync for EWSD only
Hunt Group Sync
411 Interface
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Creating a 411 Interface Template
Column Mapping
Creating Files
Deleting an Interface
911 Interface
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Creating a 911 Interface Template
NENA Column Mapping
Modifying the Field Mapping
CSV Column Mapping
Creating Files
Deleting an Interface
Import External Data
Work Flow Setup
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Work Center
Work Order Custom Fields
Work Flow
Email Templates
System Settings
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Settings
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Changing a Setting
Manage File Attachment Types
Manage Default Account for Calls
Manage Default Account for Discrepancies
Site Levels
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Adding a Site Level
Modifying a Site Level Name
Deleting a Site Level
Organization Levels
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Adding/Deleting an Organization Level
Email Settings
Auto Number Setup
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Adding/Deleting Auto Number
Field Customization
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Customizing Field Names
Adding a Drop-Down List to a Field
Suggested Indexes and Software Information
Subscriber Portal Settings
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Configuration Packages
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Managing Package Categories
Creating/Deleting a Configuration Package
Configuration Packages – Sites
Configuration Packages – Organizations
Configuration Packages – Related Inventory
Configuration Packages – Related Fields
Configuration Packages – History
Subscriber Portal General Settings
Call Record Settings
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Rate Type
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Adding/Deleting a Rate Type
Zone Groups
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Adding/Deleting a Zone Group
Rate Groups
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Adding/Deleting a Rate Group
Dial Code Groups
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Adding/Deleting a Dial Code Group
Call Types
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Adding/Deleting a Call Type
Call Pricing Group
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Adding/Deleting a Call Pricing Group
Digits to Add
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Adding/Deleting Digits to Add
Call Record General Settings
Billing Settings
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Billing Report Setup
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Important Considerations
Creating a New Billing Report Configuration
Preview Actions
Modifying an Element
Deleting a Billing Report
Combined Report Setup
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Generating a Report
Modifying a Combined Report
Billing Information
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Adding/Deleting Billing Information
Mailed Bill Elements
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Modifying Mailed Bill Elements
Generating a Report
Billing General Settings
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Default Accounts
Currency Exchange Rate
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Add New Billing Currency
Service Management
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General Error Log
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Viewing the Service Exception Log
Delete an Error Log
Clear all errors
Email Error Log
Service Manager
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Viewing the Service Log and Process History
Running a Process
Scheduling a Process
Monitoring a CES Processes
Activity Log Conversion Task
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Adding/Deleting User Activity Log Conversion
Number Plan
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Adding a Number Plan
Site Associations
Switch Access
Number Ranges
Numbers
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Deleting a Number Plan
Custom Report Template
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Understanding the Custom Report Template Window
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Template Panes
Creating your Report Template
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Row and Column Management
Borders
Export/Copy/Delete
XML Editor
Knowledge Base
Switches
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EWSD
Switch Settings
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Adding Switch Settings
Removing Switch Settings
Class of Service
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Manage Class of Service Name
Delete Class of Service Name
Class of Restriction
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Manage Class of Restriction Name
Delete Class of Restriction Name
Switch Records
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Adding a New Switch Record
Viewing Switch Records
Deleting a Switch Record
Switches and Site Association
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Adding Site Association
Deleting a Site
Switch Script History
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Viewing Switch Request History
Viewing Switch Request History Lists
Class of Service
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Manage Class of Service Name
Delete Class of Service Name
Manage Class of Restriction Name
Delete Class of Restriction Name
Configured Sets
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Viewing Configured Sets of a Switch
WOPR Integration
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Global Variables
Default Initial Value
WOPR Monitor
UCE Monitor
Switch Connections
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Adding a Connection Record
Deleting a Connection Record
Viewing and Modifying Existing Connection Records
SMA
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User Permission
The SMA Command Form
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Accessing the SMA Command Form
Understanding the SMA Command Form
Logging In to the Switch
SMA Command Form Ribbon
Export the SMA Session Report
Viewing the SMA Log
Terminating a SMA Connection
Closing the SMA Command Form
Port Groups and Port Numbers
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Port Groups
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Adding a Port Group
Deleting a Port Group
Port Numbers
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Assigning Imported Port Numbers to a Port Group
Adding a New Port Numbers to a Port Group
Deleting a Range from a Port Group
Viewing All Port Numbers
Port Usage and Status
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Viewing the Port Usage Summary
Viewing Bad Ports
Viewing Active Ports
Viewing Spare Ports
Changing the Port Status
Viewing Spare Port Combined Summary
Viewing Spare Port General Summary
Viewing Spare Port Detailed Summary
Data Sync
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Creating a New Data Sync Project
Data Sync Ribbon Groups
Feature Management
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Add New Switch Feature Management
Modify Switch Feature
Delete a Switch Feature
Set Type Management Utility
Import Core Data
Exporting
Webinars
Port Usage and Status