Page How to Use This Manual Administration Overview Administering Your System for the First Time Making Changes to Your System Later MERLIN System Components The Model 1030 Control Unit and Expansion Unit The Administrator/Attendant Console Using the Console Optional Equipment Preparing to Administer Your System The Square vs.
2. Review the “MERLIN System Components,” page 6, to become familiar with the equipment you’ll be working with. 3. If you haven’t already decided which features you want your MERLIN system to have, look through the “MERLIN System Features” described on pages 64 through 70.
(the voice terminal con- nected to the intercom 10 jack on the control unit). The MERLIN system is designed to be up and running with a minimum amount of administration. However, depend- ing on the conditions of your communications environment or the options you choose, certain administration procedures may be required to set up a newly installed system.
There are some features that you may want to assign to certain voice terminals yourself because they influence call-handling throughout your entire business. Assigning these features does not involve administration procedures, but rather, sim- ple programming procedures at individual voice terminals. These procedures are described in “Programming Voice Terminals for Office Priorities,”...
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Prepare for System Administration These procedures help you get ready to administer your system. Decide how people will access outside lines. Complete and keep handy your System and Voice Terminal Configuration Forms. Schedule a time to perform administration procedures. Review how to enter and leave administration mode. Perform Basic Administration Depending on your system requirements, some of these procedures maybe necessary immediately after your system is installed;...
The Model 1030 control unit provides connections for up to 10 outside lines and 30 voice terminals. The addition of an Expansion Unit makes the ModeI 1030 control unit a Model 3070 control unit and increases system capacity to up to 30 outside lines and 70 voice terminals.
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Select normal or attendant mode of operation for these four voice terminals. Jacks 0, 1, 2, 3, 4. Connect outside lines to the MERLIN system. Line Modules have letters as Pooled/Square option. Selects mode of opera- well as numbers. For example, the first Line...
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Addition of the Expansion Unit changes the Model 1030 control unit to a Model 3070 control unit and increases overall system capacity to 30 lines and 70 voice terminals. The unit can accommodate: Up to two Power Modules Up to four Line Modules Up to four Voice Terminal Modules It also has two additional module slots for future use.
THE ADMINISTRATOR/ATTENDANT CONSOLE The administrator/attendant console is the voice terminal connected to the intercom 10 Voice Terminal Module jack in the control unit. The console operates in either of two ways: It functions as your primary attendant console under ordinary day-to-day conditions.
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Small Administrator/Attendant Console* in Administration Mode 1. Line buttons. 7. Touch Night Service when assigning lines to activate extra-alerting devices when attendant is off duty. 2. Touch Adm Pool when setting up line pools. 8. Touch Copy to give a voice terminal the same 3.
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Large Administrator/Attendant Console* in Administration Mode The large console provides the same features as the small console but it has more lines and Auto Intercom buttons. 5. Buttons in this column represent intercom numbers 1. Line buttons. 30-39 or 60-69, depending on which Shift button you 2.
MERLIN system. You can also use a transformer to connect a timer to a Basic Telephone and Modem Interface. Basic Telephone Module. Lets you connect basic Touch-Tone and rotary telephones to the MERLIN system.
Preparing to Administer Your System Before you start to administer your system, review this section to make sure you have the information and completed forms that you need. Preparation Procedures Decide how people will access outside lines. Complete your System and Voice Terminal Configuration Forms. Schedule a time to perform administration procedures.
THE SQUARE VS. POOLED DECISION For systems that have just been installed, you have to make a decision about a basic system characteristic— how people access outside lines with their voice terminals. You have the option of setting your system to be either square or pooled. In a square system, each outside line appears on a separate button at each voice terminal.
About Pooled Systems In a pooled configuration, you group several outside lines together into a pool that people can access with a single button on their voice terminals. Your system can have as many as 11 different line pools, and in fact, you will probably want to have more than one pool if you have many special-purpose lines, such as WATS or Foreign Exchange (FX) lines.
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A pooled configuration is recommended for systems with more than eight lines, since eight is the maximum number of line buttons that a square system accommodates. Line use is very efficient in a pooled system, so you may need fewer outside lines than you would with a square system.
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Button Access vs. Dial Access to Pools. You can choose one of two access op- tions for line pools: Button Access to Pools or Dial Access to Pools. If your system has several line pools, Dial Access is advantageous because it uses only two but- tons on each voice terminal to provide access to all pools.
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With the Button Access option (see the diagram below), people access all line pools directly through pool buttons on each voice terminal. In such an arrangement, the first two buttons above Intercom-Voice provide access to the main pool. You may assign additional buttons for access to other pools that may include WATS lines, Foreign Exchange (FX) lines, or lines used for special purposes.
When you ordered your system, you should have filled out these forms in the pro- cess of competing the MERLIN Communications System Planning Guide: Models 1030 and 3070. If you did not, turn to the Appendix, copy the forms included there, and fill them out before you proceed further. These forms serve as important references throughout later system administration procedures.
ADMINISTRATION MODE Administration mode is an operating state of your control unit and of your administrator/attendant console that is very different from their everyday state of operation. With the system in administration mode, you are able to set up or change systemwide options or features.
Basic Administration Once your system planning and paperwork are complete, you can perform basic ad- ministration procedures. The chart below summarizes the procedures described in this section. Remember that if you are administering a new system that has just been installed, some of these basic procedures maybe required to set the proper operating conditions for your particular environment, and you must perform them first before you goon to do any other system administration.
SETTING YOUR CONTROL UNIT The first step in customizing the MERLIN system is to set the control unit to the operating conditions you select. IMPORTANT: If your control unit has been set previously and you just want to change the setting of a particular switch, be sure to read "Changing Your System Later,"...
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6. Set switch H. If you have eight or fewer outside lines and 20 or fewer voice terminals, set switch H to 1-8 Lines (up). NOTE: The switch setting you select does not always have to corres- pond to the number of outside lines you actually have. For example, if you have eight or fewer lines, but plan to grow beyond eight lines within a year or two, you might be wise to set switch H to >...
CHANGING YOUR SYSTEM LATER Basic changes to the way your system operates—that is, changes to the switch set- tings on the control unit—may erase important system administration that is now in place. To change switch settings, go to “Setting Your Control Unit,” page 22, and follow the instructions for the switch you want to reset.
SPECIFYING TOUCH-TONE OR ROTARY DIALING When your system is installed, it is set to receive Touch-Tone signals, so if some of your lines are rotary, you need to reset your system accordingly. To determine if your lines are Touch-Tone or rotary, go to the administrator/attendant console and make sure that the T/P switch is in the center position.
SETTING LINES FOR TOLL PREFIX OR AREA CODE ONLY If you plan to restrict any voice terminals to local calls only, you must perform this procedure. When your system is first installed, it is automatically set to detect a toll prefix (0 or 1) when people dial a long distance call.
SETTING UP LINE POOLS If you plan to pool the lines in your system (as discussed in the section, “The Square vs. Pooled Decision,” page 14), you must designate the lines in each pool. Before you set up your line pools, please read the information below. Whenever you set switch F on the control unit to Pooled and set switch G to either Button Access or Dial Access, the system automatically assigns all lines to the main pool.
ASSIGNING DIAL ACCESS TO POOLS If you have a pooled system and switch G on the control unit is set to Dial Access (up), you can assign voice terminals Dial Access to Pools. For an explanation of this option, see “Button Access vs. Dial Access to Pools,” page 17. With this arrange- ment, a person can access any line pool by lifting the handset and dialing an ac- cess code for the pool (9 for the main pool, 890 through 899 for additional pools).
ASSIGNING LINES AND LINE POOLS TO BUTTONS You can assign and reassign individual lines and line pools to buttons other than the two regular pool buttons on voice terminals whenever necessary. Before you assign lines and line pools to buttons, please read the following information: If you have a pooled system and you assign a line that is in a pool to a separate button on a voice terminal, you are assigning all the lines in that particular pool to the button.
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Now, follow the procedure below. 1. If you have not already done so, enter administration mode by following the boxed instructions on page 20. 2. Touch Adm Tel. The lights next to the administration mode buttons stop flashing and the green light next to Adm Tel remains on.
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Refer to the Voice Terminal Configuration Form to see what lines and line pools you plan to assign to this voice terminal. Make sure there are no green lights beside buttons representing lines that you do not want this voice ter- minal to use.
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6. Follow steps 3 through 5 of this procedure for each voice terminal in your system. If you want to give a voice terminal the same line assignments as one that has already been set up, use this shortcut: Dial the intercom number or touch a Shift button (large systems only) and touch the Auto Intercom button of the voice terminal to which you want to copy line assignments.
Customizing with Additional System Options Once basic administration is completed, you can assign additional options to your system. Among these options are Call Restriction, Group Page, Night Service, System Speed Dial, and various SMDR (Station Message Detail Recording) options. The chart below summarizes the procedures described in this section. You may not need to perform all of them to meet your immediate business needs.
ASSIGNING CALL RESTRICTlONS TO VOICE TERMINALS When your system is first installed, all voice terminals have full calling capability, meaning people can use them to place intercom, local, and toll calls. However, you can restrict selected voice terminals to intercom or local calls; or, if restricted voice terminals require some additional calling capacity, you can designate a list of numbers (an allowed list) that people may call beyond the established restrictions.
5. Follow steps 3 through 5 of this procedure until you have assigned call restrictions to all your voice terminals. If you want to give a voice terminal the same call restrictions as one that has already been set up, use this shortcut: Dial the intercom number or touch a Shift button (large systems only) and touch the Auto Intercom button of the voice terminal on which you want to copy call restrictions.
Assigning Allowed-List Call Restrictions Once you have created an allowed list, you can assign it to any voice terminal. Follow the procedure below to assign allowed-list call restrictions. If you have not already done so, enter administration mode by following the boxed instructions on page 20.
ASSIGNING VOICE TERMINALS TO GROUP PAGE ZONES You can use the Group Page feature to page up to ten people through their voice terminal speakers. You do not need an external paging system to use this feature. You may assign a voice terminal to more than one Group Page zone if necessary, but you cannot assign more than ten voice terminals to one zone.
ESTABLISHING NIGHT SERVICE You can have up to three extra-alerting devices connected to the optional Services Module in the control unit. If you have such devices, you can use them to provide Night Service for your business when the person who usually answers calls is not on duty.
PROGRAMMING SYSTEM SPEED DIAL CODES You can assign System Speed Dial codes to selected telephone numbers and store them in your system so that people can reach the numbers by dialing the abbreviated codes. Before programming System Speed Dial codes, please read the following information and fill out the System Speed Dial Numbers Form in the Appendix.
ADMINISTERING SMDR (STATION MESSAGE DETAIL RECORDING) OPTIONS Station Message Detail Recording (SMDR) is a feature that enables your business to keep records of incoming and outgoing calls. To use this feature, you need an SMDR Module in the control unit and a printer with an RS-232 interface connector. Before administering SMDR, please read the following information.
Programming Voice Terminals for Office Priorities Your system comes ready to use with certain custom features assigned to the voice terminals. The illustrations on pages 42 and 43 show these initial feature assignments for all voice terminals (except attendant consoles) in both square and pooled systems. (Initial feature assignments for attendant consoles appear on pages 59 and 60.) Initially, all buttons on voice terminals are blank, so make sure you label all the but- tons on the voice terminals with any initial features you keep, and any additional...
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Initial Feature Assignments for Non-attendant Voice Terminals in Square Systems 34-Button 10-Button 5 - B u t t o n O u t s i d e Outside Auto Dial Auto Dial Outside Outside Auto Dial Auto Dial Outside Outside Auto Dial Auto Dial I n t e r c o m...
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Initial Feature Assignments for Non-attendant Voice Terminals in Pooled Systems 34-Button 10-Button 5-Button Outside Outside Outside P a g e Auto Dial Auto Dial Auto Dial Outside Outside Pool* Attendant (10) Auto Dial Auto Dial Outside Outside Do Not Pool* Auto Dial Auto Dial Disturb...
ASSIGNING AN AUTOMATIC LINE SELECTION SEQUENCE Automatic Line Selection is a MERLIN system feature that gives you a free line whenever you pick up the handset. When a voice terminal is first installed, it automatically selects lines in the order in which they appear on the voice terminal.
ASSIGNING PROGRAMMABLE LINE RINGING FOR INCOMING CALLS You can customize the line buttons, pool buttons, and Cover buttons on your voice terminals so that calls coming in on those lines ring in one of three different ways: immediate ring, delayed ring, and no ring. When your system is first installed, all lines are set to “immediate ring”...
ASSIGNING COVER BUTTONS The Call Coverage feature is useful for people who cover calls for others with whom they do not share lines. A Cover button permits coverage of all lines on a voice ter- minal regardless of whether the covering voice terminal shares lines with the covered voice terminal.
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Assign primary coverage to someone who must screen a co-worker’s calls but does not share all lines with that person. You can also assign primary coverage to someone who must cover a co-worker’s intercom calls. A secretary who answers someone’s calls, for example, would be assigned primary coverage of that person’s voice terminal.
Programming Voice Terminals for Personal Priorities By programming their own voice terminals, people can change the features on all but the fixed feature buttons and the line, pool, and intercom buttons. This allows almost everyone to have features that provide personal convenience, such as an Out- side Auto Dial button for calling home.
ASSIGNING FEATURES TO PROGRAMMABLE BUTTONS As system administrator, you may have to decide which custom features certain voice terminals should have, taking into consideration the individual’s needs and the capabilities of the voice terminal. The Feature Programming Chart on pages 50 through 52 lists the programming codes needed to assign the features, and the initial feature assignments diagrams, pages 42 and 43, show what features are automat- ically assigned to the voice terminals.
Dial code (60 through numbers; then everyone con- N a m e o r MERLIN system numbers, you can assign 9 9 ) . nected to your L o c a t i o n...
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Dial 841 for zone 1 list of the people assigned to in- voice terminal speakers in zone 2 dividual zones. Group Page 10 your MERLIN system. zone 3 zone 4 zone 5 zone 6 zone 7 Have a Hands-Free Unit Auto Answer-Intercom Dial *70.
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You pick up from any voice ter- can also dial a code to use this C a l l P a r k minal in your MERLIN feature if you don’t want to use system. a button.
ASSIGNING PERSONAL SPEED DIAL CODES TO 5- AND 10-BUTTON VOICE TERMINALS On 5- and 10-button voice terminals, you can program Personal Speed Dial codes instead of Outside Auto Dial buttons for frequently used numbers. Follow the pro- cedure below to program Personal Speed Dial codes. Go to the voice terminal you want to program.
Before you program a special character into a sequence, please read the following information. If your MERLIN system works in combination with a PBX or Centrex system where you have to dial 9 to get an outside line, or if your system has Dial Access to Pools, you should program a pause after the 9 or access code in a pro- grammed dialing sequence.
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Dial the PBX or Centrex dial code sequence that accesses the feature you want to program. 10. To program a # onto a MERLIN system Outside Auto Dial button to ac- cess certain PBX or Centrex features: a. Touch the Outside Auto Dial button you want to program with a #.
SELECTING A PERSONALIZED RING The MERLIN system offers a choice of eight different ringing patterns for any voice terminal. This feature is particularly useful in offices where many people sit in the same room, because it enables people to distinguish the ringing of their voice ter- minals from the ringing of others.
PROGRAMMING VOICE ANNOUNCEMENT DISABLE When your system is installed, all voice terminals can receive either announced or ringing intercom calls. However, some people may not want their intercom calls signaled by a voice announcement. For some voice terminals, such as those in public locations, voice announcements may be impractical.
(see initial feature assignments for small and large attendant consoles, pages 59 and 60). The Attendant’s Guide: Models 1030 and 3070 with Feature Module 2 describes all the attendant console features and how to use them.
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Initial Feature Assignments for Attendant Consoles in Systems with 8 or Fewer Lines and 20 or Fewer Voice Terminals* 34-Button Deluxe Voice Terminal Intercom numbers I n t e r c o m I n t e r c o m Auto Dial Auto Dial I n t e r c o m...
Special Information about 5-Button Voice Terminals If you have a square system, you must give special attention to the way 5-button voice terminals operate. These voice terminals accommodate a maximum of three out- side lines, and the same three lines (those connected to control unit jacks A0, A1, and A2) are assigned to all 5-button voice terminals in your business (for an explana- tion of control unit jack letters and numbers, see page 7).
Special Information about Basic Telephones If you have basic telephones connected to an Off-Premises Telephone Interface, a Basic Telephone and Modem Interface, or a Basic Telephone Module, you need to review the following information before you administer the telephones. BASIC TELEPHONES CONNECTED TO AN OFF-PREMISES TELEPHONE INTERFACE OR A BASIC TELEPHONE AND MODEM INTERFACE Follow the procedure below to administer a basic telephone.
"Assigning Call Restrictions to Voice Terminals;" page 34. 4. Leave administration mode by following the boxed instructions on page 20. 5. Connect a MERLIN system voice terminal directly to the control unit voice terminal jack to which you plan to connect the Off-Premises Telephone In- terface or the Basic Telephone and Modem Interface.
MERLIN System Features Your MERLIN system offers features that provide exceptional telephone service both on a businesswide and personal basis. As system administrator, you make decisions about how the system operates as a whole and about which features should appear at each voice terminal.
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Intercom-Ring Announce an intercom call with a distinctive ring. Intercom-Voice Make or receive short announcements using a MERLIN system voice terminal. Announce calls before transferring them. (See also Voice Announcement Disable.) Request a busy line, and receive a signal when the line becomes available.
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Touch Recall instead of pressing the switchhook to access PBX, Centrex, or Custom Call- Recall ing features. If your MERLIN system isn’t connected to a PBX or Centrex system, and if you aren’t using a Custom Calling feature, use Recall to disconnect a call without hanging up your handset.
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Custom Features Description Feature* Program buttons on voice terminals for one-touch dialing of frequently called intercom Auto Intercom numbers. Look at the lights next to the buttons to see if someone is using his or her voice ter- [ I ] minal;...
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Custom Features (continued) Description Feature* Dial Access to Pools Assign all line pools to two buttons on each voice terminal, then access the pools using dial (See page 28.) codes. Have access to as many as 11 line pools using only two buttons on a voice terminal. [ A ] Save buttons on voice terminals for other features.
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Custom Features (continued) Feature* Description Select one of eight ringing signals for your voice terminal. Personalized Ring (See page 56.) Distinguish the ringing of your voice terminal from that of others. [ I ] Privacy Prevent others from joining calls on a personal line or a shared line in a square system. [ I ] Program outside line buttons, pool buttons, and cover buttons to ring immediately, after a Programmable Line Ringing...
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Call Pickup. control unit Extra-alerting devices People can page each other using a loudspeaker paging system. The MERLIN system can Loudspeaker Page accommodate up to three zones that can be paged individually or together. Your business must provide the paging system.
System and Voice Terminal Configuration Forms This brief guide helps you decide how to set up your MERLIN communications system to satisfy the needs of your business. Read through this guide and answer the questions as you come to them. Boxed instructions help you fill out the System Configuration Form (page 78) and a Voice Terminal Configuration Form (pages 79-81) for each voice terminal in your system.
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Line Representation If the answer to #2c is greater than 8, or if the answer to #4 is Non-Key System, or if the answer to #5 is yes, check “Pooled” for type of line representation on the System Configuration Form. Otherwise, check “Square,”...
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Listing Line Numbers In the column labeled “Line Number” on the System Configuration Form, list the telephone numbers for your outside lines. Start at the top of the column and work down without skipping any spaces. The order in which you list lines determines the order in which lines appear on attendant con- soles and on all voice terminals in systems with square line representa- tion.
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Night Service If your system will have an extra-alerting device, check “Night Ring” on the System Configuration Form to indicate which lines will activate this device when the person who usually answers calls is not available. If you have more than one extra-alerting device, indicate on the form which device will be activated by which lines.
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Basic Information Fill in an intercom number (10 through 39 for Model 1030,10 through 79 for Model 3070) and user name. Fill out a form for intercom 10 first (this should be your primary attendant’s console; refer to your System Con-...
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Assigning Lines (Attendant Consoles and Square Systems) If a particular voice terminal will serve as an attendant console, or if you have a square system, lines must appear on certain buttons. On the System Configuration Form, you associated each line with a control unit jack number.
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Line Ringing Determine which lines should ring immediately at the voice terminal, which should ring after a delay (so that calls ring only if someone who usually answers is unavailable), and which should not ring at all. Indicate the type of line ringing on the Voice Terminal Configuration Form by writing next to each line button “R”...
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System Configuration Form for Model 1030 and 3070 System Size: Line Representation: Small (1-8 Lines) Square Pooled Large ( > 8 Lines) Dial Access Button Access Attendant Configuration: SMDR Options: Minimum length of calls recorded (minutes): Incoming calls recorded? (Y/N)
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Voice Terminal Configuration Form for Models 1030 and 3070 Attendant Consoles Identification Intercom # Accessories: Stand Type: Wall Headset Acoustic Coupler Adapter Plastic Headset Adapter Hearing-Impaired Handset Fixed Hands-Free Unit Push-to-Listen Handset Manual Multipurpose Adapter Desk Voice Terminal Power Supply...
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Voice Terminal Configuration Form for Models 1030 and 3070 Non-attendant Voice Terminals (Square Systems) Intercom # Identification Voice Terminal Size: Stand Type: Accessories: 5-Button Wall Headset Acoustic Coupler Adapter 10-Button Plastic Headset Adapter Hearing-Impaired Handset 34-Button Fixed Hands-Free Unit Push-to-Listen Handset...
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System Speed Dial Numbers Form Dial Code Stored Number Dial Code Stored Number...
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Allowed-List Directory List 0 List 1 List 2 List 3 Entry Entry Entry Entry List List 4 List 6 List 7 Entry Entry Entry Entry...
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Group Page Zones Form Zone 1 Zone 2 Zone 3 Intercom # Identification Intercom # Identification Intercom # Identification Zone 4 Zone 5 Zone 6 Zone 7 Intercom # Identification Intercom # Identification Intercom # Identification Intercom # Identification...
Quick Reference Guide to Administration Procedures This chart summarizes the administrative procedures described on pages 25 through 40. For more information about a procedure, refer to the page listed. Before you perform any of these procedures, enter administration mode by following the steps below. Set switch A on the Processor Module in the control unit to Administer (down).
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Quick Reference Guide to Administration Procedures (continued) Procedure Touch Then CUSTOMIZE OTHER SYSTEM OPTIONS Set up allowed lists. Adm Misc Dial #5. Dial list number (0 through 7), then dial entry number (0 (See page 35.) through 9). Dial entry (area code and/or exchange) Dial #900 to get a printout of an allowed list.
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SLOT 3 S L O T SLOT 1 S L O T 2 A0 * Adm Pool Adm Tel How to Use Label Strips 1. Type or print the appro- priate outside line number* or person’s name† on each label. 2.
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S L O T 2 SLOT 1 S L O T 3 S L O T A0 * Adm Pool Adm Tel How to Use Label Strips 1. Type or print the appro- priate outside line number* on each label. 2.
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SLOT 2 S L O T SLOT 1 ADMINISTRATION MODE BUTTON LABELS FOR ATTENDANT INTERCOM SELECTOR (SYSTEMS WITH MORE THAN EIGHT LINES) How to Use Label Strips 1. Type or print the appro- priate names on each label. * 2. Crease perforated edges first, then tear out each Iabel strip.
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