1. 9/8/20151 Voice Mail Training for State Employees Presented by: Stacy Knickerbocker Telecommunications Specialist DOA/ITSD/NTSB 444-4127 sknickerbocker@mt.gov

2. 9/8/20152 Overview Benefits of voice mail How to use the voice mail system Features of the voice mail system Call forwarding to voice mail

3. 9/8/20153 Benefits of Voice Mail Frees the receptionist from the time consuming chore of taking detailed messages Voice mail allows callers to leave detailed messages Callers can leave messages 24 hours a day, and users can retrieve the messages 24 hours a day Family members can leave messages, allowing the user to call back at their convenience Provides confidentiality for all messages

4. 9/8/20154 How to Use the Voice Mail Log On Change Password Record a Greeting Personal Verification Retrieve Messages

5. 9/8/20155 Logging into Voice Mail Dial 4554 Call Pilot will prompt you with, “Call Pilot, mailbox?” Enter your 4 digit extension number, followed by # sign “Password?” If you are a first time user, you will enter 86 + your 4 digit extension number, followed by # sign To log in remotely from a local number, dial 225-4554 To log in remotely from outside of Boulder, dial 406-225-4554

6. 9/8/20156 Changing Password For security reasons, it is important to change your password. If you don’t change your password, someone can easily hack into your mailbox. First time user will be required to change their password. The system will not allow you to use your extension number or continuous numbers (such as 12345). The new password must be at least 5 digits. Password will only need to be changed once.

7. 9/8/20157 Changing Password Log on to Call Pilot Enter 8 4 “Enter current password”, followed by # sign “Enter new password” followed by # sign (must be at least 5 digits) “Enter new password again” followed by # sign System will confirm that password has been changed

8. 9/8/20158 Changing Password Do not attempt to log into voice mail if you do not know your password. Entering the incorrect password numerous times will disable the mailbox and it will need to be reset by the voice mail administrator.

9. 9/8/20159 Recording a Greeting ALWAYS give the option of pressing ‘0’ when you record your greeting. This gets the caller to a live person (usually a main answering station or receptionist in your area). We suggest that you change the personal greeting every morning. This lets the caller know the hours you will be in the office, or if you are out sick, on vacation, in training, etc.

10. 9/8/201510 Recording a Greeting Log on to Call Pilot Enter 8 2 Press 1 for External Greeting (this will default for your Internal Greeting) To Record, press 5, record your greeting (give the option of pressing ‘0’ for a live person), when done recording, press # Press 2 to listen to your greeting If you need to change it, press 7 6 to delete, then 5 to re-record, # to stop

11. 9/8/201511 Personal Verification Personal Verification is what people hear when you leave a message for someone on the Call Pilot System. This is important to change if you are “inheriting” a voicemail box, so the recipient of your message hears your name and extension number and not the previous employee.

12. 9/8/201512 Personal Verification Log on to Call Pilot Enter 8 2 Press 9 for Personal Verification Press 5, speak your name and extension number, followed by the # sign The system will play the Personal Verification to verify it is what you want recorded

13. 9/8/201513 Retrieving Messages Log on to Call Pilot Listen for mailbox information (“You have no new messages…”, “You have … new messages”, “Your mailbox is empty”) To listen to a new message, press 2 To skip back within the message, press 1 To skip forward within the message, press 3

14. 9/8/201514 Retrieving Messages To listen to your next message, press 6 To listen to a previous message, press 4 By using these two options, you can listen to the personal verification, day, and time the message was left. If you receive a message from outside the state network, you will hear the phone number of the person leaving the message (as long as it is not a blocked number).

15. 9/8/201515 Deleting a Message Once you get the information from the message, we ask that you delete it as soon as possible. Your storage limit on the system is 3 minutes. If the mailbox limit reaches 3 minutes, at the beginning of your voice mail session you will hear “Your voice mailbox is full, to delete a message….” This message does not interfere with receiving new messages The mailbox will continue to collect messages indefinitely. After the 3 minute limit there are certain options that become unavailable - such as forwarding a message or creating a message.

16. 9/8/201516 Deleting a Message To delete a message, press 7 6 either before, during or after the message. If you press 7 6 to delete and log out of the voice mail or hang up the phone, the message is deleted and CAN NOT be retrieved. If you are still in the Call Pilot session, you can restore the deleted message by pressing 4 to go back to that message and 7 6 to restore the message

17. 9/8/201517 Information on Stored Messages Messages that you have listened to are automatically deleted from your mailbox after 7 days. If you travel or work from home, be sure to write down the information from the message. Messages NOT accessed (listened to) are stored indefinitely. The message is only deleted after 7 days once it has been listened to. Keep stored messages to a minimum. Mailboxes using more than the allotted 3 minutes of storage will be charged.

18. 9/8/201518 Logging Out of Voice Mail When you have completed your Call Pilot Session, we ask that you press 8 3 to log out of Call Pilot When 8 3 is pressed, this automatically logs you out of the Call Pilot, allowing others quicker access to the system.

19. 9/8/201519 Features of Voice Mail Forwarding a Message Call Sender ‘9’ Express Messaging Creating Messages Tag Messages Name Dialing 11

20. 9/8/201520 Forwarding a Message This features allows you to forward a message to one or more Call Pilot users. Either during the message or at the end of the message, press 7 3 Enter the 4 digit extension number you are forwarding to, followed by # sign, follow each extension number with a pound sign. When you get to the end of the list, press # sign again to signify you have completed the list. To send, press 7 9 Or to record your own message to be heard before the attached message, press 5, record message, followed by # sign, then press 7 9 to send

21. 9/8/201521 Call Sender ‘9’ If a message is received from someone that can be reached with a 4 digit extension number, press 9 and the system will dial the extension. This eliminates the need to log out of Call Pilot to respond to the message.

22. 9/8/201522 Express Messaging This feature is used if you would like to leave a message directly in someone’s mailbox, bypassing the standard greeting. Dial 4553 Enter the 4 digit extension number, followed by # sign (you will hear the personal verification of the person you are trying to reach) Leave message as you would normally To use express messaging from outside the state network, dial 225-4553

23. 9/8/201523 Creating a Message This feature is used to leave the same message for more than one person. Log on to Call Pilot Press 7 5, enter the 4 digit extension number(s). Follow each extension number with the # sign. When you get to the end of the list press # sign again to signify you have completed the list.

24. 9/8/201524 Creating a Message (continued) Press 5 to record a message, followed by the # sign. To listen to your message before sending it, press 2 If you would like to change it, press 7 6, 5 to re-record, # to stop recording. Press 7 9 to send it

25. 9/8/201525 Tag Messages This feature is used when leaving a message for someone on the Call Pilot system. Leave the message as you normally would, press # to stop recording, then choose one of the following: 701 for Urgent (An urgent message is announced when the recipient logs into voice mail) 704 for Private (The recipient of the message can not forward the message on) 705 for Acknowledgement (You will receive notification when the recipient has listened to your message)

26. 9/8/201526 Name Dialing 11 To look for a specific person’s voice mailbox and leave them a message using the Call Pilot System. Dial 4553 Press 11, using the keypad on the phone, spell the last name, followed by the first name. You will hear an acknowledgement when the name has been found, followed by the personal verification of the person you are trying to reach. You can leave a message for that person

27. 9/8/201527 Name Dialing 11 With Name Dialing 11, a person must have a voice mailbox on the Call Pilot system to be found. Persons with a common last name (Jones, Smith, Johnson) may not be found unless they have an unusual first name. Name Dialing 11 is available remotely by dialing 225-4553.

28. 9/8/201528 Message Waiting Indicator Once voice mail is installed on your phone, it will ring four times before Call Pilot will answer. If you have an older style single line phone, you will hear an interrupted dial tone letting you know there are messages waiting.

29. 9/8/201529 Message Waiting Indicator on single line phones The other types of single line phones have a red light that will come on when you have new messages. If you are receiving an interrupted dial tone, instead of the red light, please contact our office to have the message waiting light activated.

30. 9/8/201530 Message Waiting Indicator on digital phones Multi-line phones (or digital phones) have a red light in the upper right hand corner that will come on when there are new messages waiting. Some of these phones may also have a “message” key and an arrow next to that key will blink when there are new messages. This is also a short cut key and when pressed will dial 4554.

31. 9/8/201531 Forwarding to Voice Mail We recommend you forward your phone to voice mail if you are going to be away from your desk for any length of time or do not want to be disturbed. By forwarding to voice mail, your phone will not ring and the caller will hear one ring and your personal greeting.

32. 9/8/201532 Forwarding Calls to Voice Mail on a single line phone To forward your phone to voice mail from a single line phone, pick up the handset, press #1, then dial 4554. To remove call forward, pick up the handset, press #1, and then replace the handset.

33. 9/8/201533 Forwarding Calls to Voice Mail on a digital phone To forward calls to voice mail on a digital phone, while leaving the handset in the cradle, press the “forward” key, dial 4554, and press the “forward” key again. The arrow next to the key will be solid. To remove the call forward, press the “forward” key once and the arrow will go away.

34. 9/8/201534 Voice Mail Installation (timeline) Once you have completed the voice mail training quiz at the end of this presentation, voice mail will be installed on your phone or the password reset, within 2 business days. You will receive an email confirming your voice mail is ready for use.

35. 9/8/201535 Finally… Once voice mail is installed or the password reset, please be sure to do the following: Change the password Record a greeting Record a personal verification

36. 9/8/201536 Thank You The following printed materials are available upon request: Voice Mail Shortcuts brochure Personal Greeting Suggestions Voice Messaging User Guide If you have any questions, please contact me, Stacy Knickerbocker, at sknickerbocker@mt.gov or by phone at 444-4127

37. 9/8/201537 Please take this Quiz Please click on this link to take the quiz. http://sitsd.mt.gov/voicemail/exam.asp Once you pass the quiz, an email will be sent to me. I will activate your voice mail within 2 business days of completion of the training. Thank you, Stacy