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Voice Mail Training for State Employees

Presented by:

Stacy Knickerbocker

Telecommunications Specialist

DOA/ITSD/NTSB

444-4127

sknickerbocker@mt.gov

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Overview

• Benefits of voice mail

• How to use the voice mail system

• Features of the voice mail system

• Call forwarding to voice mail

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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

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How to Use the Voice Mail

• Log On

• Change Password

• Record a Greeting

• Personal Verification

• Retrieve Messages

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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

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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.

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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

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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.

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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.

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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

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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.

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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

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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

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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).

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Deleting a MessageOnce 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.

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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

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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.

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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.

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Features of Voice Mail

• Forwarding a Message

• Call Sender ‘9’

• Express Messaging

• Creating Messages

• Tag Messages

• Name Dialing 11

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Forwarding a MessageThis 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

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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.

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Express MessagingThis 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

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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.

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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

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Tag MessagesThis 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)

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Name Dialing 11To 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

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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.

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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.

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Message Waiting Indicatoron 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.

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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.

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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.

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Forwarding Calls to Voice Mailon 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.

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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.

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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.

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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

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Thank YouThe 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

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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