Before You Begin
You should perform several tasks before you begin filling out the planning forms
for the system:
1. Review the system's hardware, features, and operation as defined at the
time of purchase.
2. Confirm the location of the control unit.
3. Obtain the required information from the local telephone company.
4. Obtain information about telephone users and their needs.
5. Obtain or develop a floor plan of the customer's site.
Each of these preplanning tasks is described in this chapter.
Reviewing System Components
To tailor the system to the customer's business, you must know the number and
types of telephones, outside lines/trunks, and adjuncts that were ordered. You
also need to know how the equipment will be used, for example, which type of
telephone is assigned to each employee, which consoles operators will be
using, and where adjuncts will be located.
Review the list of equipment ordered. If you did not participate in the ordering
process, you may want to confer with the customer representative who did. You
also may want to conduct a premises check to determine whether any
additional equipment is required.
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Before You Begin