Module I: Telephone User Training
• Show each set type used at customer site
o Explain basics of each set
• Digital vs. IP
• Number of keys
• Soft-keys
• Message Waiting Light
• Speakerphone
• Make Call/Answer Call
• Dialing Plan information used at customer site
o Number digits (internal)
o Access Codes
• External
• Long Distance
• International
o Voice Mail
• Checking Messages
o Help Desk Number and/or Email
• Explain layout of set:
o Display, Soft-keys, Keys and Buttons
o Keys and Buttons:
• Hold
• Goodbye
• Handsfree
• Mute
• Headset
• Volume Controls
• Shift
• Message/Inbox
• Quit
• Directory
• Services Key – Change Feature Key Label, Key Click, Time and Date Format, Ring Type, Display Contrast, etc.
• Explain Selected Features:
o Auto Dial
o Forward
o Transfer
o Conference
o Call Pick-up and DN Pick-up
o Call Park
o Last Number Redial
o Dial-Intercom
Module II: CallPilot Mailbox User Training
• Login
o First Time Login (Default Password and Password Change)
o Internal or external Access
o Navigate Mailbox - End User Card
• Greetings
• External
• Internal
• Personal Verification
• Temporary Absence
• Playing Messages
• Delete/Restore
• Forward/Reply/Reply All
• Changing Password
• Personal Distribution Lists (PDL)
• Custom Operator (Revert DN)
• Composing/Addressing Messages
• Express Messaging DN
• Name Dialing
• Thru-Dialing
• Example Greeting Types