Fonality Enterprise Record-All
Table of contents
Combined revision comparison
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Application Description
Fonality Enterprise Record-all is an add-on product which allows customers to record all inbound and outbound calls for licensed employees. There are also a number of enterprise-level recording features built into the Fonality Enterprise Record-all product such as archiving/deleting of recordings on a scheduled basis, call scoring and tagging for recordings, and live monitoring.
Features
- Record all inbound and outbound calls for licensed users
- Easy playback of recordings via a web-based GUI
- Many searching and filtering options for recorded calls
- Archive and delete old recordings automatically
- Optional call scoring module available
Supported Products
All Fonality Products
*** Note: For Fonality's hosted products such as Connect, Connect+, and UNBOUND, not all features of Enterprise Record-all are available due to the hosted nature of these products.
Usage
Login
If you are the PBX administrator, you will have received your adminitration account after signing up (e.g., admin1234 for Fonality PBX server ID 1234). If you have misplaced your administration account username, please contact Fonality Professional Services at professionalservices@fonality.com.
Otherwise, please contact your PBX administrator for your account details.
Changing your account Password
User passwords can be changed within the Fonality Enterprise Record-All admin panel. If you have already purchased Fonality Enterprise Record-All and do not know your account information, please see the Login section of this document for contact instructions.
Once logged in, click on the 'Account' button in the upper right-hand corner of the page. Here, you will be able to change the password for the administrative account.
Browse Recordings
After successfully logging in, you can click on the 'Browse' button in the upper left-hand corner of the page to perform a search for all available call recordings. The default search for recordings is all recordings from midnight (00:00:00) for the current day. A table containing the call recordings is displayed on the right-hand side of the page; each row in the results contains the call time, duration, device address, the direction the call was made (incoming vs. outgoing), the remote party, and the PBX user placing/receiving the call. Clicking the column headers will sort the table by the column in ascending/descending order.
Play Recordings
To play recordings, click on the play button for a call recording. In Internet Explorer, just above the call recordings table a media player will begin playing the recording; for all other browsers, the file will download and at that point the file can be played in the media player of choice. Use the pause, stop, rewind, and fast-forward buttons to control the recording. You can adjust the volume or mute the recording, as well.
Tag Recordings
Tagging recordings is a great way to add notes to a call, or even specific points within the call. To do so, click on a call (either the ID or the Date), and this page will appear:
In Internet Explorer, pressing the speaker button will play the recording through the embedded media player (as discussed above in section "Play Recordings"). Pressing "mark recording" will capture the current playback time and enter it into the adjacent field. Click on "Create tag" to continue:
By default, the tag fields are blank. If a specific tag is needed, click "select tag name" to continue:
Of the tags currently existing in the system, choose the tag to be applied. Once selected, click "select tag type". Note that although only one tag may be selected at a time, multiple tags can be applied to a single call.
Fill out the appropriate information as it pertains to the call (fields can be left blank if desired). Once filled to satisfaction, click "Submit" to apply the tag.
As seen above, all tagsTags are listed on the top right of the recording information; clicking "view" will display the details of the specific tag below.
Searching for Recordings
The recordings search box is on the left-hand side of the page. Common search criteria include start date and end date, incoming/outgoing/both calls, minimum and maximum call duration, and remote party. You can use a wildcard (e.g., 918*) to match partial phone numbers in the remote party field. Also, you can filter by User with the "Filter by" drop-down box. After specifying one or more search criteria, click the 'Search' button. To clear all search criteria, click the 'Reset' button.
Delete Recordings
Identify the call recording you wish to delete and check the box to far-right of the row containing the call recording. From the pick action drop-down, select the 'Delete selected' action.
A confirmation screen will be displayed. Click 'Ok' to confirm the deletion or 'Cancel' to decline the deletion. Optionally, you can choose to only delete the file from the database or disk.
Call Scoring Module
NOTE: The Call Scoring Module is an additional feature that requires special licensing and additional license costs.
Click on the call date or ID to access call details. To the right, there is a section named Scorecard:
Depending on the type of call you are scoring, choose the Group, Scorecard, and Section:
Once selected, new options will show up for the section. Apply appropriate scores to the various questions, add notes if desired, and click "Update Scores" to apply to the overall score:
Reports may be generated from the call scoring results. Navigate to the "reports" section as previously seen in the "browse recordings" section.
Here, all available reports can be generated:
Note the filetypes that can be generated. Reports may be filtered by date, as well as user, group, or scorer. Once filters have been applied, click "Generate Report" and then choose the filetype desired.
Live Recordings
At times it is useful to view the call recordings as the take place on the system. To do so, click the 'Live' button in the upper left-hand corner of the page. A table of users will be displayed. Inactive users show the elapsed time since the last call recording. For active users, the panel will display the user name, device, call direction (incoming vs. outgoing), remote party, elapsed call time, and buttons for keeping, discarding, and monitoring the call.
Browsing Users
After logging in, click the 'Admin' button in the upper left-hand corner of the page. The default search for users is all users. A table containing the users is displayed on the left-hand side of the page. Each row in the results contains the user's first name, last name, login strings, and userid. Clicking the column headers will sort the table by the column in ascending/descending order, and clicking the 'view' link will load a large view of the user on the right-hand side of the page.
Searching for Users
To search for individual users, you can utilize the search box on the right-hand side of the page. Common search criteria include login string, first name, last name, whether or not the user is recordable, and whether or not the user is active. You can use a wildcard (e.g., Kim*) to match partial names. After specifying one or more search criteria, click the 'Search' button. To clear all search criteria, clear the fields and click the 'Search' button.
Edit a User
Identify the user you wish to edit. Clicking the 'view' link next to the user will load a large view of the user on the right-hand side of the page. Click the 'Edit' button above the large view of the user. You can now modify the user's first name, last name, login string (see below), password, whether the user is recordable, and whether the user is external. Be sure to click the 'Submit' button after making any changes.
Allowing a User to log into the Enterprise Record All interface
By default, normal users do not have a password set to log into the Enterprise Record All interface. To allow users to log in, do the following. Edit the user you wish to allow access (see above). The login strings field contains a comma-separated list of devices associated with the user (normally only one device). Any login string may act as the user name for the user (e.g., 0004F24AD4D2-4224). Type and confirm a password for the user. Click 'Submit' to save the change.
Disable/Enable a User
Users may be disabled when not logged in as that user. Identify the user you wish to disable, and then check the box to far-right of the row containing the user. From the pick action drop-down, select the 'Disable' action.
A confirmation screen will be displayed. Click 'Ok' to confirm the disable , 'Cancel' to decline the disable.
Version from 20:12, 23 May 2012
{{ page.toc }}
Application Description
Fonality Enterprise Record-all is an add-on product which allows customers to record all inbound and outbound calls for licensed employees. There are also a number of enterprise-level recording features built into the Fonality Enterprise Record-all product such as archiving/deleting of recordings on a scheduled basis, call scoring and tagging for recordings, and live monitoring.
Features
- Record all inbound and outbound calls for licensed users
- Easy playback of recordings via a web-based GUI
- Many searching and filtering options for recorded calls
- Archive and delete old recordings automatically
- Optional call scoring module available
Supported Products
All Fonality Products
*** Note: For Fonality's hosted products such as Connect, Connect+, and UNBOUND, not all features of Enterprise Record-all are available due to the hosted nature of these products.
Usage
Login
If you are the PBX administrator, you will have received your adminitration account after signing up (e.g., admin1234 for Fonality PBX server ID 1234). If you have misplaced your administration account username, please contact Fonality Professional Services at professionalservices@fonality.com.
Otherwise, please contact your PBX administrator for your account details.
Changing your account Password
User passwords can be changed within the Fonality Enterprise Record-All admin panel. If you have already purchased Fonality Enterprise Record-All and do not know your account information, please see the Login section of this document for contact instructions.
Once logged in, click on the 'Account' button in the upper right-hand corner of the page. Here, you will be able to change the password for the administrative account.
Browse Recordings
After successfully logging in, you can click on the 'Browse' button in the upper left-hand corner of the page to perform a search for all available call recordings. The default search for recordings is all recordings from midnight (00:00:00) for the current day. A table containing the call recordings is displayed on the right-hand side of the page; each row in the results contains the call time, duration, device address, the direction the call was made (incoming vs. outgoing), the remote party, and the PBX user placing/receiving the call. Clicking the column headers will sort the table by the column in ascending/descending order.
Play Recordings
To play recordings, click on the play button for a call recording. In Internet Explorer, just above the call recordings table a media player will begin playing the recording; for all other browsers, the file will download and at that point the file can be played in the media player of choice. Use the pause, stop, rewind, and fast-forward buttons to control the recording. You can adjust the volume or mute the recording, as well.
Tag Recordings
Tagging recordings is a great way to add notes to a call, or even specific points within the call. To do so, click on a call (either the ID or the Date), and this page will appear:
In Internet Explorer, pressing the speaker button will play the recording through the embedded media player (as discussed above in section "Play Recordings"). Pressing "mark recording" will capture the current playback time and enter it into the adjacent field. Click on "Create tag" to continue:
By default, the tag fields are blank. If a specific tag is needed, click "select tag name" to continue:
Of the tags currently existing in the system, choose the tag to be applied. Once selected, click "select tag type". Note that although only one tag may be selected at a time, multiple tags can be applied to a single call.
Fill out the appropriate information as it pertains to the call (fields can be left blank if desired). Once filled to satisfaction, click "Submit" to apply the tag.
Tags are listed on the top right of the recording information.
Searching for Recordings
The recordings search box is on the left-hand side of the page. Common search criteria include start date and end date, incoming/outgoing/both calls, minimum and maximum call duration, and remote party. You can use a wildcard (e.g., 918*) to match partial phone numbers in the remote party field. Also, you can filter by User with the "Filter by" drop-down box. After specifying one or more search criteria, click the 'Search' button. To clear all search criteria, click the 'Reset' button.
Delete Recordings
Identify the call recording you wish to delete and check the box to far-right of the row containing the call recording. From the pick action drop-down, select the 'Delete selected' action.
A confirmation screen will be displayed. Click 'Ok' to confirm the deletion or 'Cancel' to decline the deletion. Optionally, you can choose to only delete the file from the database or disk.
Call Scoring Module
NOTE: The Call Scoring Module is an additional feature that requires special licensing and additional license costs.
Click on the call date or ID to access call details. To the right, there is a section named Scorecard:
Depending on the type of call you are scoring, choose the Group, Scorecard, and Section:
Once selected, new options will show up for the section. Apply appropriate scores to the various questions, add notes if desired, and click "Update Scores" to apply to the overall score:
Reports may be generated from the call scoring results. Navigate to the "reports" section as previously seen in the "browse recordings" section.
Here, all available reports can be generated:
Note the filetypes that can be generated. Reports may be filtered by date, as well as user, group, or scorer. Once filters have been applied, click "Generate Report" and then choose the filetype desired.
Live Recordings
At times it is useful to view the call recordings as the take place on the system. To do so, click the 'Live' button in the upper left-hand corner of the page. A table of users will be displayed. Inactive users show the elapsed time since the last call recording. For active users, the panel will display the user name, device, call direction (incoming vs. outgoing), remote party, elapsed call time, and buttons for keeping, discarding, and monitoring the call.
Browsing Users
After logging in, click the 'Admin' button in the upper left-hand corner of the page. The default search for users is all users. A table containing the users is displayed on the left-hand side of the page. Each row in the results contains the user's first name, last name, login strings, and userid. Clicking the column headers will sort the table by the column in ascending/descending order, and clicking the 'view' link will load a large view of the user on the right-hand side of the page.
Searching for Users
To search for individual users, you can utilize the search box on the right-hand side of the page. Common search criteria include login string, first name, last name, whether or not the user is recordable, and whether or not the user is active. You can use a wildcard (e.g., Kim*) to match partial names. After specifying one or more search criteria, click the 'Search' button. To clear all search criteria, clear the fields and click the 'Search' button.
Edit a User
Identify the user you wish to edit. Clicking the 'view' link next to the user will load a large view of the user on the right-hand side of the page. Click the 'Edit' button above the large view of the user. You can now modify the user's first name, last name, login string (see below), password, whether the user is recordable, and whether the user is external. Be sure to click the 'Submit' button after making any changes.
Allowing a User to log into the Enterprise Record All interface
By default, normal users do not have a password set to log into the Enterprise Record All interface. To allow users to log in, do the following. Edit the user you wish to allow access (see above). The login strings field contains a comma-separated list of devices associated with the user (normally only one device). Any login string may act as the user name for the user (e.g., 0004F24AD4D2-4224). Type and confirm a password for the user. Click 'Submit' to save the change.
Disable/Enable a User
Users may be disabled when not logged in as that user. Identify the user you wish to disable, and then check the box to far-right of the row containing the user. From the pick action drop-down, select the 'Disable' action.
A confirmation screen will be displayed. Click 'Ok' to confirm the disable , 'Cancel' to decline the disable.
Version as of 20:45, 23 May 2012
{{ page.toc }}
Application Description
Fonality Enterprise Record-all is an add-on product which allows customers to record all inbound and outbound calls for licensed employees. There are also a number of enterprise-level recording features built into the Fonality Enterprise Record-all product such as archiving/deleting of recordings on a scheduled basis, call scoring and tagging for recordings, and live monitoring.
Features
- Record all inbound and outbound calls for licensed users
- Easy playback of recordings via a web-based GUI
- Many searching and filtering options for recorded calls
- Archive and delete old recordings automatically
- Optional call scoring module available
Supported Products
All Fonality Products
*** Note: For Fonality's hosted products such as Connect, Connect+, and UNBOUND, not all features of Enterprise Record-all are available due to the hosted nature of these products.
Usage
Login
If you are the PBX administrator, you will have received your adminitration account after signing up (e.g., admin1234 for Fonality PBX server ID 1234). If you have misplaced your administration account username, please contact Fonality Professional Services at professionalservices@fonality.com.
Otherwise, please contact your PBX administrator for your account details.
Changing your account Password
User passwords can be changed within the Fonality Enterprise Record-All admin panel. If you have already purchased Fonality Enterprise Record-All and do not know your account information, please see the Login section of this document for contact instructions.
Once logged in, click on the 'Account' button in the upper right-hand corner of the page. Here, you will be able to change the password for the administrative account.
Browse Recordings
After successfully logging in, you can click on the 'Browse' button in the upper left-hand corner of the page to perform a search for all available call recordings. The default search for recordings is all recordings from midnight (00:00:00) for the current day. A table containing the call recordings is displayed on the right-hand side of the page; each row in the results contains the call time, duration, device address, the direction the call was made (incoming vs. outgoing), the remote party, and the PBX user placing/receiving the call. Clicking the column headers will sort the table by the column in ascending/descending order.
Play Recordings
To play recordings, click on the play button for a call recording. In Internet Explorer, just above the call recordings table a media player will begin playing the recording; for all other browsers, the file will download and at that point the file can be played in the media player of choice. Use the pause, stop, rewind, and fast-forward buttons to control the recording. You can adjust the volume or mute the recording, as well.
Tag Recordings
Tagging recordings is a great way to add notes to a call, or even specific points within the call. To do so, click on a call (either the ID or the Date), and this page will appear:
In Internet Explorer, pressing the speaker button will play the recording through the embedded media player (as discussed above in section "Play Recordings"). Pressing "mark recording" will capture the current playback time and enter it into the adjacent field. Click on "Create tag" to continue:
By default, the tag fields are blank. If a specific tag is needed, click "select tag name" to continue:
Of the tags currently existing in the system, choose the tag to be applied. Once selected, click "select tag type". Note that although only one tag may be selected at a time, multiple tags can be applied to a single call.
Fill out the appropriate information as it pertains to the call (fields can be left blank if desired). Once filled to satisfaction, click "Submit" to apply the tag.
As seen above, all tags are listed on the top right of the recording information; clicking "view" will display the details of the specific tag below.
Searching for Recordings
The recordings search box is on the left-hand side of the page. Common search criteria include start date and end date, incoming/outgoing/both calls, minimum and maximum call duration, and remote party. You can use a wildcard (e.g., 918*) to match partial phone numbers in the remote party field. Also, you can filter by User with the "Filter by" drop-down box. After specifying one or more search criteria, click the 'Search' button. To clear all search criteria, click the 'Reset' button.
Delete Recordings
Identify the call recording you wish to delete and check the box to far-right of the row containing the call recording. From the pick action drop-down, select the 'Delete selected' action.
A confirmation screen will be displayed. Click 'Ok' to confirm the deletion or 'Cancel' to decline the deletion. Optionally, you can choose to only delete the file from the database or disk.
Call Scoring Module
NOTE: The Call Scoring Module is an additional feature that requires special licensing and additional license costs.
Click on the call date or ID to access call details. To the right, there is a section named Scorecard:
Depending on the type of call you are scoring, choose the Group, Scorecard, and Section:
Once selected, new options will show up for the section. Apply appropriate scores to the various questions, add notes if desired, and click "Update Scores" to apply to the overall score:
Reports may be generated from the call scoring results. Navigate to the "reports" section as previously seen in the "browse recordings" section.
Here, all available reports can be generated:
Note the filetypes that can be generated. Reports may be filtered by date, as well as user, group, or scorer. Once filters have been applied, click "Generate Report" and then choose the filetype desired.
Live Recordings
At times it is useful to view the call recordings as the take place on the system. To do so, click the 'Live' button in the upper left-hand corner of the page. A table of users will be displayed. Inactive users show the elapsed time since the last call recording. For active users, the panel will display the user name, device, call direction (incoming vs. outgoing), remote party, elapsed call time, and buttons for keeping, discarding, and monitoring the call.
Browsing Users
After logging in, click the 'Admin' button in the upper left-hand corner of the page. The default search for users is all users. A table containing the users is displayed on the left-hand side of the page. Each row in the results contains the user's first name, last name, login strings, and userid. Clicking the column headers will sort the table by the column in ascending/descending order, and clicking the 'view' link will load a large view of the user on the right-hand side of the page.
Searching for Users
To search for individual users, you can utilize the search box on the right-hand side of the page. Common search criteria include login string, first name, last name, whether or not the user is recordable, and whether or not the user is active. You can use a wildcard (e.g., Kim*) to match partial names. After specifying one or more search criteria, click the 'Search' button. To clear all search criteria, clear the fields and click the 'Search' button.
Edit a User
Identify the user you wish to edit. Clicking the 'view' link next to the user will load a large view of the user on the right-hand side of the page. Click the 'Edit' button above the large view of the user. You can now modify the user's first name, last name, login string (see below), password, whether the user is recordable, and whether the user is external. Be sure to click the 'Submit' button after making any changes.
Allowing a User to log into the Enterprise Record All interface
By default, normal users do not have a password set to log into the Enterprise Record All interface. To allow users to log in, do the following. Edit the user you wish to allow access (see above). The login strings field contains a comma-separated list of devices associated with the user (normally only one device). Any login string may act as the user name for the user (e.g., 0004F24AD4D2-4224). Type and confirm a password for the user. Click 'Submit' to save the change.
Disable/Enable a User
Users may be disabled when not logged in as that user. Identify the user you wish to disable, and then check the box to far-right of the row containing the user. From the pick action drop-down, select the 'Disable' action.
A confirmation screen will be displayed. Click 'Ok' to confirm the disable , 'Cancel' to decline the disable.