SOMS VoIP Guide - MyPhoneHelp · 2009. 7. 22. · SOMS VoIP Guide v.1.4 . Ordering VoIP Telephone Services 7/15/09 This document was created for the telephone coordinators of the

SOMS VoIP Guide v.1.4

Ordering VoIP Telephone Services

7/15/09

This document was created for the telephone coordinators of the state of South Carolina as a guide to ordering Voice Over IP telephone services through a web‐based portal provided by Spirit Telecom. May 28, 2009

Table of Contents

What is a Spirit Order Management System (SOMS)……………………….…………… 3 Order Flow……………………………………………………………………………………………….. 3 Accessing The Portal………………………………………………………………………………….. 4 Login ID and Password ………………………………………………………………………………… 4 Selecting What You Want To Do…………..……………………………………………………… 5 Customer Record ………………………………………………………………………………………… 7 Search Orders .……………………………………………………………………………….…………….13 Move………………………………………………………………………………………………………….…22 Add ………………………………………………………………………………………………………………30 Change Order ……………………………………………………………………………………………...36 Disconnect …………………………………………………………………………………………………..43 Records Only ……………………………………………………………………………………………….50 Recent Improvements ...…………………………………………..……………………………56‐64

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What is a Spirit Order Management System (SOMS) Spirit Telecom developed SOMS in cooperation with the state CIO as a web‐based application to provide telephone coordinators of the state of South Carolina with a single application to order and implement Legacy PBX phone services.

The system was created to make it easier and faster to order services, eliminate paperwork and save the coordinators time and their agencies money. SOMS will allow the state to remove its dependency on its existing order management system (CWOF) and provide a single entry point for all PBX orders into Spirit.

No special applications or software are required to access and use the web‐based system accessible by the Internet with a username and password. Coordinators will be restricted to department accounts within their agency and can only view orders assigned to that agency.

Spirit employees will use the system to review requests by the coordinators, ensure their accuracy and assign them to a software technician to implement services in the switch or dispatch field technicians. SOMS is integrated with Spirit’s billing system and once the order is complete, it will be processed for billing.

Order Flow

The diagram below shows the order flow of an agent of the state entering orders into the SOMS web portal and the request being processed, reviewed for accuracy and completed by software technicians who provision the service in the appropriate switch or dispatch field technicians

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Accessing The Portal

Use you Internet connection to login to the SOMS web‐based portal. You can acces a link to the portal through MyPhoneHelp.com or establish the SOMS URL as a favorite in your web browser https://soms.spirittelecom.com/soms/. Once you have launched the site, you will be asked to provide a Login ID and Password to access the application.

Login ID And Password

Your Login ID is the e‐mail address you provided to Spirit Telecom. Use the temporary password that was provided you you by Spirit Telecom. Once you have logged in, you will be asked to change your password by adding it in the New Password section.

Your new password must be a least six characters long and include at least one of the following: letter, number and punctuation. An example would be no5@sc.

Once you have entered your new password, enter it again in the Confirm New Password section and select “Save.”

You will then be given access to the system. Access to certain areas and data views will be restricted by the login. State users will be restricted to their assigned agency. Upon request a user can be setup to access more than one agency.

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https://soms.spirittelecom.com/soms/

Selecting What You Want To Do

The first scren you see will provide you with two choices:

1. Service Request 2. Admin

The Admin button allows you to manage the users assigned to your account. It provides a means to add users and export a list of users to an excel spreadsheet. The system will show whether a user is active and allows you to Edit the user information, delete the user or view the user’s access to accounts.

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Change Password allows you to contol your access to the Spirit Order Management System.

Service Request provides you the option of accessing the VoIP or PBX portion of the Spirit Order Management System. To access click the icon at the top of the page.

Select “SC VOIP” icon from the drop down box to submit VoIP orders.

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Customer Record

• Customer Record is a view only function and is used to show the primary service and additional products within an Account, a Sub Account, a site address or assigned to an individual.

• The Product Line, Product, Account Name and quantity of a given service can be displayed as well as Additional Products assigned to an individual. Customer Record can be searched using a Telephone Number, Account Number or Customer Name or by site address.

1. Accessing “Customer Record” To access “Customer Record,” click the “Customer Record” link at the top left side of the screen.

The system will display your Account Information, Company Information, and Order information, which will be blank, and a listing of all the products for the Account in the Products section. “Customer Record” will be highlighted in red at the top left of the screen. The Account Information will be displayed inside the screen at the top of the results.

In the Company Information area, the system will display the Account you have access to. The Billing Address section shows the Billing Address, City, State, Zip, a

Contact button to display Billing Address contacts, a display button to view additional information about the Billing Address, and an edit button that is disabled in the Customer Record view. The Site Address area shows the address, Building Name, City, State and Zip of any site addresses associated with the billing address. The address or addresses will be displayed as a hyperlink.

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The Products section will display the Product Line, Products and Account Name, Quantity and an Additional Products column with a display icon .

Company Information can be expanded to show various sub‐accounts within the master account by clicking on the expand symbol .

The search button in Account Information can be used to search on a Telephone Number, Account Number or Customer Name. The Show All Products

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icon can be used to show all the products within an Account and is the default when you launch Customer Record. To view only those records of a site address, click on the hyperlink of the address. The system will show the Product Line, Products, Account Name, Quantity and an Additional Products column.

To view all of the individual accounts assigned to a sub account, click the display icon in the Additional Products column.

The system will generate a form. The top of the form will display the specific Account Number and Account Name, the type of service ordered and the site address in blue. The form contains fields for information about the individual user, including the First Name, Last Name, Telephone Number, To Room/Suite, To Floor, To Account and information about the TN Port, Hunt Group, Directory Listing, Coverage Path and Call Pick‐up Group. The system will automatically highlight the first entry in the section. Additional Products assigned to the

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account will be displayed at the bottom of the screen.

In accounts where numerous users are displayed, use the search button and the first name, last name or telephone number to locate information about a individual account. Otherwise, use the display icon at the right of the form to view information about an individual account and its Additional Products.

The system will populate the top of the form with the information about the individual account. The individual products assigned to the user will be displayed in the Additional Product section at the bottom of the form.

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Click the back button at the bottom of the screen to return to your account information.

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To exit the Customer Record function and return to the home page of SOMS, click the icon at the top of the page. Select “SC VOIP” from the drop down to continue working in the system. To log out of the system, select the icon at the top right of the page.

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Search Orders

• Allows users to view orders that have been competed or cancelled.

• Provides a view of the Company Information, Order Information, and products requested in the order. Gives user access to information about the type of account and additional products requested in the order.

• Users can make changes to orders provided it has not been submitted and the “Edit” icon is visible in the right hand column of the display. The changes can include cancelling the order using the "Cancel" button at the bottom of the main order screen.

2. Accessing “Search Orders” To access a history of your orders in SOMS, click on the “Search Orders,” link on the left side of the page.

The system will display your Account Information, Company Information and a listing of orders under History. To view additional orders in the database, click the forward pagination button at the bottom of the page.

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2. Searching “History” The “History” function provides several means to search for orders that have been cancelled or completed.

The search button at the top right of the screen will open a search box that allows the user to search on:

Telephone Number Account Number Customer Name

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The search results will be returned with a hyperlink that will take the user to the information requested. By clicking on the hyperlink, the system will display the type of order such as Add highlighted in red at the top left of the screen.

The Account Information will be displayed inside the screen at the top of the results.

In the Company Information area Site Address, Building Name, City, State and Zip will be displayed.

In the History section, the system will display any orders that have been completed or cancelled. Included will be the Order Number, Account Number, Requestor Name, Order Creation Date, Order Completion Date, Schedule Due Date, Order Status, Order Status and Product Line.

When multiple orders are returned, the orders can be filtered by any column in the results. To locate a single order when multiple results are returned, users can search by User Name or Telephone Number by using the dialog box and the search button displayed by the system.

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Site Address results can be displayed by selecting the button next to the site to be searched. When the search results are returned, the system will highlight the site selected in the Company Information section.

The History section will display the results of any orders.

To view the details of a specific order, use the binocular icon to the right of the order information to display the details.

The system will display the Account Number, Account Name, Billing Address, City, State, Zip, a Contact button to display Billing Address contacts, a display button

to view additional information about the Billing Address, and an edit button that is disabled in the History view. The site address of the order, Building

Name, City, State and Zip are displayed. A contact button will display the contacts for the site address.

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Billing Address information displayed.

Contact Information displayed.

Order information displayed.

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Order information provides details about the order, including the Order Number, Order Creation Date, Order Submit Date, Equipment Required, Last Updated By, Customer Reference Number, Actual Completion Date, Requested Due Date and the Order Status. Products information displayed.

The Product Line, Products, Account Name, Quantity are displayed in the Products section of the results. Attachments displayed. Any attachments submitted with the order will be displayed in the Attachments section of the results.

Additional Products displayed.

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The system will display the specific products of a given account. The top of the display screen will display the specific Account Number and Account Name, the type of service ordered and the site address. The information is displayed in blue. In orders where more than 10 results are displayed, the user can use the search button to search on a user’s first name, last name or telephone number. The first name, last name, telephone number, floor, room/suite, directory listing and TN port information is displayed for each individual in the order. The system will highlight the first line of the order in blue and display additional products associated with the order in the Additional Products display below. Individual orders and their additional products can be viewed by clicking on the View icon to the right of the order information. Additional Details about a product such as Zero Outpoint for a voice mail service can be viewed by clicking the display icon in the Additional Products Details column.

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To return to a view of the full order, click the back button . To exit the History function and return to the home page of SOMS, click the

icon at the top of the page. Select “SC VOIP” to continue working in the system. To log out of the system, select the icon at the top right of the page.

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Move

• Move is used to relocate products and services from one location to another within the same account. Changes to all of the products and services provided within an account can be made within the Move function of the system.

• Move requires that the “From" and “To" locations be provided as well as changes to products, such as the user name, voice mail type, etc. Disconnects and Adds are not allowed in a Move order. Users can remove equipment, add equipment, change physical location, change sub‐account, change name, change room and floor

3. Accessing “Move” To access “Move”, click the “Move” link on the left side of the page.

The system will display your Account Information, Company Information, and Order information, which will be blank, and a listing of all the products for the Account in the Products section. The type of order you are requesting “Move” will be highlighted in red at the top left of the screen. The Account Information will be displayed inside the screen at the top of the results.

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In the Company Information area, the system will display the Account Number, Account Name, Billing Address, City, State, Zip, a Contact button to display Billing

Address contacts, a display button to view additional information about the Billing Address, and an edit button that is disabled in the Move view. The Site Address of the order, Building Name, City, State and Zip are displayed. A contact

button will display the contacts for the site address. Where there are multiple Site Addresses, the system will display a From Site with drop down box and a To Site with a drop down box.

The Product section will display the Product Line, Products, Account Name, Quantity and an Additional Products column with a display icon to view all of the products and services of a given line. All of the sub accounts will be displayed in the Account Name column.

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2. “Move” a User from one site to another.

First, use the contact icon to check that the mandatory fields * for the contacts are completed for each site.

If you know the telephone number that you want moved, you can use the search icon to locate the number’s product information.

Click the underlined hyperlink in the search results to display the entire order form.

The Products section of the order form will display the Product Line, Products, Account Name, Quantity and an Additional Products column of the number you searched.

In the Company Information section of the results displayed, select the From Site and the To Site from the available drop down box.

In the Products section, click on the display details icon to display information about the telephone number’s products and services.

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The system will display the specific products of a given account. The top of the display screen will display the specific Account Number and Account Name, the type of service ordered and the site address. The information is displayed in blue. A form will display fields for the First Name, Last Name, Telephone Number, To Room/Suite, To Floor, To Account and information about the TN Port, Hunt Group, Directory Listing, Coverage Path and Call Pick‐up Group. The information will be highlighted in blue.

Additional Products assigned to the user will be displayed at the bottom of the screen.

Use the copy icon to populate the form with the user’s information.

Enter the room and floor where the user is being moved to in the display boxes provided in the form.

You can change the Fist Name and Last Name assigned to the telephone number using the fields provided.

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If you are only moving the person from one site to another, update the

information using the update icon .

The system will populate the new information into the user information section.

If you are finished, to activate the Move and return to a view of the full order,

click the back button . 3. Add additional products in a “Move” order.

If you want to add additional products for the user, click the add icon in the Additional Product section.

Select the additional products for the user from the drop down boxes provided in the Category and Additional Product sections.

Use the update icon to add the additional products. If you are finished, to activate the Move with additional products and return to a

view of the full order, click the back button .

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4. Change sub accounts in a “Move” order.

If you want to move a user from one sub account to another, you can do so in a single order for the move or within a move to another location.

Use the copy icon to populate the form with the user’s information.

Use the magnifying glass in the form to display a drop down list of available sub accounts.

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Use your cursor to select the sub account you want to move the user to and the system will highlight your choice in blue.

Use the select button to activate your choice.

The system will populate the To Account field with the sub account you selected.

Use the update icon to update your information. If you are finished, to activate your choices and return to a view of the full order,

click the back button .

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The system will display your Company Information, show the From Site and To Site in the Site Address section, the Order section will display the order number and information about the order. The Products section will display the user or users affected by the change, by highlighting them in blue. 5. Adding additional users in “Move” order.

To add additional moves to the order, select the line of the appropriate Account Name you want to open from those displayed in the Products section.

Depending on the type of move you want to make, follow the instructions for “Move” a User from one site to another, Add additional products in a “Move” order and Change sub accounts in a “Move” order.

To save your order, click the save button . Your order will be saved and you can continue working on it. To submit your order for processing by Spirit Telecom, click the submit button

. The system will display a confirmation of your order showing the changes you have requested.

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You can print the order using the print button . Use the OK button to return to the order screen showing a list of all the Move orders you have requested. The system will display the Account Information, Company Information and Order information. Sub accounts for which you have requested Moves, will be listed in the Products section of the order with the Product Line, Products, Account Name and quantity.

To exit the Move function and return to the home page of SOMS, click the

icon at the top of the page. Select “SC VOIP” from the drop down to continue working in the system. To log out of the system, select the icon at the top right of the page.

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ADD

• Add is used for the addition of new products to an existing account or sub‐account level at the same address.

• The Add function is used to add products such as a Basic VOIP Seat. The Add function cannot be used for additional products alone for an individual telephone number, although certain additional products can be selected when creating the new VoIP seat.

1. Accessing “Add” To access “Add”, click the “Add” link on the left side of the page.

The system will display your Account Information, Company Information, and Order information, which will be blank, and a listing of all the products for the Account in the Products section. The type of order you are requesting “Add” will be highlighted in red at the top left of the screen. The Account Information will be displayed inside the screen at the top of the results.


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button will display the contacts for the site address. Where there are multiple sites the system will display a drop down box for selecting the appropriate address for the order. Select the Site Address for your order.

The Order section will be blank when you first access the system.

The Products section will display the Product Line, Products and Account Name

with drop down boxes to select the appropriate option. A magnifying glass can be used to display available accounts. A quantity box is used for determining the number of a specific product being ordered, a display icon to launch a form and an add icon for adding additional products.

To add a new product, select the Product Line, Products and Account Name from those available through the system, add the quantity, click the display icon .

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The system will generate a form with fields for the First Name, Last Name, Telephone Number, To Room/Suite, To Floor, To Account and information about the TN Port, Hunt Group, Directory Listing, Coverage Path and Call Pick‐up Group. The top of the form will display the specific Account Number and Account Name, the type of service ordered and the site address in blue. The display bar in the middle of the page will be blank until you update the information

Complete the form with the appropriate information needed for the order.

After you have completed the necessary information, update the information

using the update icon .

To add additional products to the order, select the product you want from the drop down box at the bottom of the page.

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If you are finished, to activate the Add and return to a view of the full order, click

the back button . If you would like to Add items to the order for the same Site Address, click the plus icon and choose the Product Line, Products and Account Name from those available through the system, add the quantity, click the display icon .


. The system will display a confirmation of your order showing the adds you have requested.

You can print the order using the print button . Use the OK button to return to the order screen showing a list of all the Add orders you have requested. The system will display the Account Information, Company Information and Order information. Products will display the Product Line, Products, Account Name and the Quantity of the products you ordered.

Attachments will show any attachments required to complete your order.

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To exit the Add function and return to the home page of SOMS, click the

icon at the top of the page. Select “SC VOIP” from the drop down to continue working in the system. To log out of the system, select the icon at the top right of the page. Add order confirmation.

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Change Order

• Use the Change Order to make changes to existing products and/or services within the same location and same Account or Sub Account including the addition or deletion of optional products.

• Changes may include name changes on a line, change of voice mail type, phone set type etc.

1. Accessing “Change Order” To access “Change Order”, click the “Change Order” link on the left side of the page.

The system will display your Account Information, Company Information, and Order information, which will be blank, and a listing of all the products for the Account in the Products section. The type of order you are requesting “Change Order” will be highlighted in red at the top left of the screen. The Account Information will be displayed inside the screen at the top of the results.


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button will display the contacts for the site address. Where there are multiple sites the system will display a drop down box for selecting the appropriate address for the order. Select the Site Address for your order from the drop down box.


The Products section for the site address selected, will display the Product Line, Products and Account Name, Quantity, and an Additional Products column with a display icon .

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To change a product, select the Product Line, Products and Account Name from those available through the system, add the quantity, click the display icon . The system will generate a form with fields for the First Name, Last Name, Telephone Number, To Room/Suite, To Floor, To Account and information about the TN Port, Hunt Group, Directory Listing, Coverage Path and Call Pick‐up Group. The top of the form will display the specific Account Number and Account Name, the type of service ordered and the site address in blue.

Individual users will be listed below the form with their First Name, Last Name, Telephone Number, Floor, Room/Suite and information about Directory Listing and TN Port. The system will automatically highlight the first entry in the section.

In accounts where numerous users are displayed, use the search button and the first name, last name or telephone number to locate information about a telephone number.

The system will populate the top of the form with the information about the user.

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To edit the information, click the edit icon in the right hand column to access the display area.

Users can change the first name and last name in the space provided. Changes also can be made to the Room/Suite and the Floor. Making changes to the Hunt Group, Directory Listing, Coverage Path or Call Pick‐up Group will require additional information.

If you select the radio button “Yes” for any of the associated features, you will be required to provide additional information.

Directory Listing: Requires an attachment for new directory listings or changes to directory listings.

Hunt Group: You will be contacted for hunt group information.

Coverage Path: Use the text box icon to provide details about the call coverage path.

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Call Pick‐Up Group: Use the text box icon to provide details about the Call Pick‐Up Group Details.

If you are finished, to activate the Change Order and return to a view of the full

order, click the back button . The system will display the Company Information, including the site address for the changes.

The Order information section will display information about the order, including the Order Number and Order Status. The user can add a Customer Reference Number and a Requested Due Date.

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The Products section will display all of the Products and Account Names in your account, and highlight any accounts in your order.

The Attachments section will display any attachments necessary to complete your order.

To submit your order for processing by Spirit Telecom, click the submit button


You can print the order using the print button . Use the OK button to return to the order screen showing a list of all the Change Orders you have requested. To exit the Change Order function and return to the home page of SOMS, click the


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Change Order confirmation.

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Disconnect

• Allows users to remove one or more products or product lines but is not a termination of the customer account.

• Provides a means to delete any product or service to an individual such as a VoIP seat, voice mail or any other additional product.

1. Accessing “Disconnect” To access Disconnect click the “Disconnect” link on the left side of the page.

The system will display your Account Information, Company Information, and Order information, which will be blank, and a listing of all the products for the Account in the Products section. The type of order you are requesting “Disconnect” will be highlighted in red at the top left of the screen. The Account Information will be displayed inside the screen at the top of the results.



button will display the contacts for the site address. Where there are multiple sites the system will display a drop down box for selecting the appropriate

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address for the order. Select the Site Address for your order from the drop down box.


The Products section for the site address selected, will display the Product Line, Products and Account Name, Quantity, and an Additional Products column with a display icon .

To Disconnect a product or service, select the Product Line, Products and Account Name from those displayed by the system by clicking the display icon . The system will generate a form with fields for the First Name, Last Name, Telephone Number, To Room/Suite, To Floor, To Account and information about the TN Port, Hunt Group, Directory Listing, Coverage Path and Call Pick‐up Group. The top of the form will display the specific Account Number and Account Name, the type of service ordered and the site address in blue.

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Individual users will be listed below the form with their First Name, Last Name, Telephone Number, Floor, Room/Suite and information about Directory Listing and TN Port. The system will display a Disconnect box. The system will automatically highlight the first entry in the section.

Select the account or accounts you want to disconnect by placing a check mark in the Disconnect box.

Select the edit display icon in the right column to display information about the user account in the form at the top of the screen.

The system automatically disconnects the Additional Products associated with the user account by placing a check mark in the Disconnect box provided.

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To prevent the additional products from being disconnected, uncheck the box.

In accounts where numerous user accounts are displayed, use the search button and the first name, last name or telephone number to locate information.

If you are finished, to activate the Disconnect and return to a view of the full

order, click the back button . The system will display the Company Information, including the site address for the changes.


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The Products section will display all of the Products and Account Names in your account, and highlight any accounts in your order. The number of disconnects requested will be displayed in the Disc. Qty. column.


. The system will display a confirmation of your order showing the Disconnects you have requested.

You can print the order using the print button . Use the OK button to return to the order screen showing a list of all the Disconnect orders you have requested. To exit the Disconnect function and return to the home page of SOMS, click the


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Disconnect order confirmation.

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Records Only

• Records Only is used to update information only on a customer service record and/or a billing record.

• Records Only can be used to view the services provided to an Account and its Sub Accounts. It can also be used to view services provided to individuals within a Sub Account. Users can only update billing address information.

1. Accessing “Records Only” To access “Records Only,” click the “Add” link on the left side of the page.

The system will display your Account Information, Company Information, and Order information, which will be blank, and a listing of all the products for the Account in the Products section. The type of order you are requesting “Records Only” will be highlighted in red at the top left of the screen. The Account Information will be displayed inside the screen at the top of the results.

In the Company Information area, the system will display the Master Account Number and Name followed by the Billing Address, City State, Zip, Contacts a

display button to view additional information about the Billing Address, and an edit button that is disabled in the Move view. The Site Address of the order,

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Building Name, City, State and Zip are displayed. A contact button will display the contacts for the site address.


The Products section will display the Product Line, Products and Account Name , Quantity and an Additional Products column with a display icon .

The Attachments section will be blank.

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To change the Billing Address information, use the space provided to enter the new information.

To view information about a specific sub account, use the display icon to view individual user accounts.

The system will generate a form. The top of the form will display the specific Account Number and Account Name, the type of service ordered and the site address in blue. The form contains fields for information about the individual user, including the First Name, Last Name, Telephone Number, To Room/Suite, To Floor, To Account and information about the TN Port, Hunt Group, Directory Listing, Coverage Path and Call Pick‐up Group. The system will automatically highlight the first entry in the section.

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In accounts where numerous users are displayed, use the search button and the first name, last name or telephone number to locate information about a telephone number. Otherwise, use the display icon at the right of the form.

The system will populate the top of the form with the information about the user. The individual products assigned to the user will be displayed in the Additional Product section at the bottom of the form.

Click the back button at the bottom of the screen to return to your account information.

The system will display the Company Information, including the changes you have requested for the billing address.

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To submit your order for processing by Spirit Telecom, click the submit button


You can print the order using the print button . Use the OK button to return to the order screen showing a list of all the Change Orders you have requested. To exit the Records Only function and return to the home page of SOMS, click the


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Records Only confirmation

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Recent Improvements

1. Telephone Number search functionality enhanced.

When the search button is used on the “Search Orders” page to search for a telephone number, the system will display the Account Number, Customer Name, Telephone Number and the L4 Parent of the Account.

By clicking on the hyperlink displayed in the “Customer Name” column, the system will display the “Account Information,” “Company Information” and the order results in “Search” section, which will display the following: “Order #,” “Account Name,” “Requester Name,” “Creation Date,” “Submit Date,” “Completion Date,” “Schedule Due Date,” “Order Status,” “Order Type,” and “Product Line.” *L4 Parent is your main account number with Spirit.

Users can view the order by selecting the edit icon .

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To view the order, select the Additional Products button .

When a telephone number is searched using the “Search Orders” function and there is more than one order accessed, the sub account containing that number is highlighted in the “Products” section.

To view the order, select the Additional Products button .

Note: The telephone number search can be used in the following system functions:

2. Searching by Sub Account functionality added.

Sub Accounts can now be searched using the Search Icon to launch the search and entering the “Account Number” in the “Search Value.” The system will display all of the accounts matching the “Search Value” and display the “Account Number,” “Account Name,” and the “L4 Parent.”

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After selecting the appropriate hyperlink in the “Customer Name” column, the system will display the “Account Information,” “Company Information” and the results of your search. The order can be

displayed by selecting the edit icon .

To search for orders, click on the “Search” hyperlink. Users can filter the search by “Oder Status” of “All,” “In Progress” and “Complete.” “Filter Orders” allows the user to filter by “Order Number,” “Account Name,” “Order Creation Date,” “Submit Date,” “Order Completion Date,” “Order Status,” “Order Type,” “Product Line,” “Schedule Due Date” and “Requester Name.”

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Sub Accounts can be searched using the “Sub Account Search” hyperlink and selecting the Sub Account to be searched from the choices provided in the drop down box, the “Status,” the “From Date” and the “To Date.”

The system will display all of the orders meeting the search criteria.

Change Account Name

This update allows users to change the “Account Name” before submitting an order. On the main order page, the system no longer disables the “Account Name” in the “Products” section as long as the order has not been submitted. The upgrade allows users to change accounts without having to delete and then re‐enter details of an order.

Basic Voice Mail and Listen Only Voice Mail

Users can no longer select both “Basic Voice Mail” and “Listen Only Voice Mail” in the “Additional Products” section of a Move, Add or Change order.

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The system will display the following message if both are selected.

*This rule also applies when a user tries to copy one line of an item’s additional products to another line if either line has a conflicting service.

Text Length Of “0 Out” field

The number of characters allowed in the field has been increased to 20. This will allow users to provide information beyond a single number and to use text in the field.

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Capture COS‐COR at Number Level

This update allows users to define the Class of Service or Class of Restriction they need applied to a specific telephone number in an Add or Change order.

The system now displays a COS/COR selection box with dropdown selections that provide the following:

Allow Local Calls Only Allow Long Distance Allow Long Distance w/International Allow Incoming Only Allow Outgoing Only Allow On‐Net Calling Only Service Observe Other (this other field would be a freeform field and would allow the customer to enter a different type of restriction needed besides the ones listed above; this field should be at least 20 characters in space)

If the user selects other, the system provides a dialog box for a text entry.

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Intercom Group and Group Paging

The system now provides a means to add a user to an “Intercom Group” or “Group Paging” in an add or change order. Both groups are displayed as a radio button choice, with a dialog box icon presented to the right.

Select the group to which you want to assign the number by selecting the radio button, and then complete the dialog box with the names and number to be assigned to the group. Use the plus sign to add additional members to the group. This information will not be retained in customer records but will be displayed in print preview.

If you fail to provide the necessary information in the dialog box, the system will prompt you with the following error message at the top of the page.

Provide number group information for selected product item.

The dialog box is the same for both the “Intercom Group” and “Group Paging.”

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Service Number/Agent ID

A means has been added for a user to request a specific telephone number or agent ID using the dialog box next to the “Number” box.

If the request is for a specific telephone number, the following dialog box will appear.

If the request if for an agent ID, the following dialog box will appear.

The system will display an icon in the product section when the user returns to the page.

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Documents

SOMS VoIP Guide - MyPhoneHelp · 2009. 7. 22. · SOMS VoIP Guide v.1.4 . Ordering VoIP Telephone Services 7/15/09 This document was created for the telephone coordinators of the