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1. toolbar icon Alternately click on Controls gt Call Editor on the main menu The Call Editor screen comes up It is populated with all the calls in collected by TALITY 2 Click on the New button The record selector moves to the empty record on the bottom of the call data list perozizoos 35 15 14 00 o0 oofs9s9999999 m ly The first two cells corresponding to the Date and Time are filled with current date and time Populate all of the fields with desired values 3 Click on OK to save changes To delete a call record 1 Click on the Call Editor toolbar icon Alternately click on Controls gt Call Editor on the main menu The Call Editor screen comes up It is populated with all the calls in collected by TALITY 64 TALITY Manual Y Set 2 You can use the Set button to narrow down call data to the call records you are interested in Click on the Set button 3 The Call Editor filter screen appears How to use report filter 4 The top of the Call Editor screen indicates its contents have been filtered Filter In Use iClear 5 Once you found the record you want to delete click on the Delete button To go back to the before filter selection click on the Clear button 6 Click on OK to save changes To recost call records 1 Click on the Call Editor toolbar icon Alternately click on Controls gt Call Editor on the main menu The Call Editor screen comes up It is populate
2. OK X Close Click on the To button located on the bottom of the screen to transfer the selected email address to the adjacent text box The bill will be sent to this email address when generated 21 TALITY Manual David Perreli lt davidp tality com You can populate the Cc and Bcc fields the same way You can also type email addresses directly into the To Cc and Bcc fields 18 Click on OK 19 The Address Book screen closes and the Billing Email Address field contains selected email addresses Biling Email Addresses Bill Options David Perreli lt davidpwbtality com gt F M Paper Bill I Email Bill Unbilled Call Charges 6 05 Last Biled ff B Eiling 20 The bottom of the screen displays Unbilled Call Charges information and the Last Billed date 21 Click on OK on the Add Guest User screen to save changes Change Guest User Information 1 Click on the Change Guest User toolbar icon Alternately click on Guest User gt Change Guest User Information on the main menu A list of guests users appears on the screen 22 TALITY Manual Guest User List Guest User Records Al Authorization Room 3531 Dejz3f2004 12 51 00 3531 just Room 367 02 23 2004 12 55 00 3671 Guest ICE TETERA CT IE EE rom 2esr Jooasyanorrsnaoo fees Joa fems oeo asas ome SSSC dCSSCSCS rconzess een 13000 sess ame rcomasor earn 1300 over eme femo o n eme
3. Pentium IV based PC Microsoft Windows 2000 SP3 XP Professional 2003 Vista Business 1 GB RAM 2 GB RAM in case of MS Vista 100 GB available hard disk space Network card Video capable of a minimum screen resolution of 1024 x 768 Printer driver must be installed on your system Power Management feature of your system must be disabled 1 dedicated COM port for SMDR if SMDR data is collected via COM port 1 dedicated COM port for PMS if using PMS system Assumptions This manual assumes that you are familiar with using a mouse as well as with the common Microsoft Windows elements 1 e Scroll Bars Selecting Menu Items etc For detailed description on these elements please refer to Microsoft Windows User Guide TALITY Manual Installation Before installing your software In an effort to separate possible hardware and software issues we need to confirm the presence of clear SMDR data this will tell us if the connection between PBX and computer is intact To do that we ll use communications software called HyperTerminal which comes bundled with Microsoft Windows Please follow the steps below SN A A a o g 10 11 12 13 Click on Start Click on Programs Click on Accessories Click on HyperTerminal Double click Hypertrm exe Enter name for session 1 e SMDR Test Click OK Using the arrow on the right of Connect using select Direct to Com X where X the number of the com port connected to t
4. d like to start over click on the Clear button clear All criteria are erased from the filter screen If you are running a report in the Preview mode once generated the report screen displays a side menu Page 1of 12 gt Displays the current page number and the total page count ld 4 gt pl gt Click on the arrows to navigate through pages My a gt Use the Go to page button to go to a specific page AAA gt This list contains view options Whole Page display one whole page in its ieee 65 displays report page s 65 of original size 100 displays report page s 100 of original SIZe Els gt Select between one or two page view two page view is not available when Whole Page is selected Close and Print gt Close and Print closes the report preview window and brings up the print screen Reset gt Reset brings up the filter screen and allows for changing filter criteria and running this report again 40 TALITY Manual Predefined Filters Filter List is a list of all existing predefined filters e To create a predefined filter enter report criteria into a filter screen and save them using the Save Filter button Click on OK to the confirmation message e To delete a predefined filter click on the Filter List button located on the reports filter screen Select a filter name to delete and click on the Delete button Click on OK to the confirmation message e Torun report based on th
5. this field defines the default guest credit limit amount for all guests This amount is displayed in the Guest User screen and it can be changed if desired If any guest exceeds the credit limit defined in this field TALITY will notify you TAX RATE and DESCRIPTION TALITY can apply up to three different taxes to the telephone call s cost You may also change descriptions that would show on the billing report 68 TALITY Manual 5 The Email tab amp System Parameters 2 x General Switches Guest User Charges Reports Email Other M Enable Tality Email Services Mail Server Requires Authentication e SMTP Logging From Mame our Company Mame From Address biling yourcompany This is used to specify who the emails generated in Tality are from The From Address must be formatted as a valid email address Example billingibdomain com Sor Kunda gt Close ENABLE TALITY EMAIL SERVICE check this option if you want to email reports and bills from TALITY MAIL SERVER enter the name or IP Address of your SMTP Mail Server SMTP PORT this field is by default set to port 25 If port 25 is blocked this value needs to be changed MAIL SERVER REQUIRES AUTHENICATION check this option if your outgoing server SMTP requires authentication Enter User Name and Password SMTP LOGGING check this option if you want to log every email sent from TALITY You can view the log information by clicking on
6. Expanded Phone Activity By Date Top 5 i Phone Activity By Telephone Number Highlight Alternating Report Rows 5 C Trunk Activity ia Longest Calls Display Authorization Code 5 Most Active Extensions Most Frequently Called Phone Numbers Most Expensive Calls i Batch Billing Biling History Nexthhr Close The names of the available reports are displayed in the left hand side panel Click on the option button corresponding to the desired report to select it Select Detail or Summary from the report Type list Select the desired output type Your choices are Printer Preview Email and File PDF In case of Batch Billing or Billing History reports there is one more option available Billing Default Output Select Printer to print the report Select Preview to view the report on the screen Select Email to email the report Click on the pencil icon next to the Email To list to enter the recipients email address The Create Email screen appears Type email address into the To field Alternately you can click on the Address Book icon in the left hand corner and select an existing email address Fill in the Subject field and the email body text Click on OK Select File PDF to save the report as a PDF file Current Bill Type Detail 7 Output File PDF ll agneslittrisys com H File C TALITYSO BILL PDF E 37 TALITY Manual When File PDF option is selected th
7. Fonna the Destiiatron Rue TEC dida 57 Toaddnew area code or exchange tothe Destination Plena dad ds 57 Tochansetie Destination Pile teoria 58 To delete tie Destination File TEO daa iia 58 import YH Pieris Dallas add 58 Import Destination Files Data ental ancniel or towialselowedlen ip ewer EAEN 60 Fk ee scared cleats o E y y OOO 61 ROGAN BRU nati 61 Tomares ino Uat bois 62 To delete aunk ada lalo iaa 62 A A A 62 A O O A A A 63 A A NTs evo oun y 63 POO pei all GOs iced seo iowa Sida 63 Toredit Call EGiton TECOS A ad 63 Toad real recor aasa ado 64 So delete calendar A E O 64 LO TECOS Call LECONCS A E 65 LO SOT Call Editor record Saner e a sauce gicoansade dl ecatoscuenquatudce E A 66 System Paramete Srei a e A A A E A 67 Syste ACCESS COMO A E E E 71 WO CRE ALS user prole A 71 TOCA SEE PEO A A A 71 Todekle aser Poe are SAA AA T2 Property Manase ment Syste Mido aA iee E aA EEA Eaa I2 Todetine mMePRMS para Metro 42 TO create ae TECOLC LO FIMA lessons oie terio lena iio ar 74 ai AAA A 11 Tode ke tecotd TOMMAL ei titan baino 79 ARE T UC E E EE T A A EEE SE E T 79 A A E AEN 80 EEX DOLE usada Dic EE E TEE T AEE EATER 81 Address BOOK esnea rolls 81 Toad anew e mal COMA ius bi AE ARO OD aii 83 TO cdi thie 6 mal CONTA tn Dio Dia IA OD O casi 84 To delete the emia CONTAC Curssss AR O ad 86 O ys ele eaetenes cats 87 Toraccess Opinize UNY SCHOEN li eli 87 o en ta eg anc a A EE 88 SMDR MOMOE ooh rat gst A A A aes 88 SMDR Momitor AN CUNO Ms
8. The Licensee s obligations under this License are of a special and unique character which gives them a particular value and the Licensor cannot be reasonably or adequately compensated in damages in an action at law in the event of the Licensee s breach of this License Therefore the Licensee expressly agrees that the Licensor shall be entitled to injunctive and other equitable relief in the event of such breach or threatened breach in addition to any other rights or remedies which the Licensor may possess Licensor s entire obligation and Licensee s exclusive remedy shall be the replacement by the Licensor of the diskette and or backup diskette supplied if defective in materials or workmanship IN NO EVENT SHALL THE LICENSER BE LIABLE FOR DIRECT INDIRECT INCIDENTAL CONSEQUENTIAL OR SPECIAL DAMAGES ARISING OUT OF THIS LICENSE OR THE USE OR NON USE OF THE PROGRAM MATERIALS OR THE EXISTENCE FURNISHING FUNCTIONING OR THE USE BY THE LICENSEE OF THE PROGRAM MATERIALS AS LICENSED HEREIN The Licensee agrees that the Licensor s liability arising out of strict liability negligence 93 20 Longest Calls Report 29 20 Most Active Extensions Report 29 20 Most Expensive Calls Report 29 20 Most Frequently Called Phone Numbers Report 29 Add Guest User 3 Address Book 69 Archive Calls 68 Area Code Activity Report 28 Batch Billing 29 Billing 14 Billing History 29 Call Editor 50 Change Guest User Information 8 Controls Address Boo
9. Click on OK When installation is completed the setup program displays a screen with the InstallShield Wizard Complete message Click on Finish Open the Tality application Tality main screen displays Upgrading Tality message Depending on the size of the old Tality database and on the PC capabilities the Upgrading process may take several minutes When done the Optimize Progress bar appears Optimize Progress A NOTE please DO NOT INTERRUPT Upgrading and Optimizing Processes 13 TALITY Manual 10 The following message is displayed when the optimize operation is finished Tality Upgrade x AN Upgrade to Version 5 07 Successfully Completed Click on OK 11 Click on Exit to close the Tality application 12 Itis recommended to restart the computer Upgrading TALITY ver 2 x 3 x 4 x Follow the instructions below only if you have Tality 2 x 3 x or 4 x and you would like to upgrade to Tality 5 NOTE Please make sure the old TALITY application and the SMDR Monitor are CLOSED before proceeding 1 Insert Tality CD into the CD ROM drive Tality 5 the InstallShield Wizard screen appears Click on the Next button 2 The License Agreement screen comes up Click on the accept the terms of the license agreement option to check it Click on Next 3 The Tality 5 Setup Selection screen comes up Tality 5 InstallShield Wizard Tality 5 Setup Selection Click the type of setup you prefer Ta
10. Custom Pricing plus 3 dollars per call plus 50 cents for each minute multiplied by 35 International 0 HA 507 e For all the call types below surcharge will be added on top of the rate in Custom Pricing if any e Local calls have no grace period and they have a surcharge of 50 cents per call Local 03 04 e 411 calls have no grace period and they have a surcharge of 75 cents per call 411 Cals 03 08 e NPA 555 calls have no grace period and they have a surcharge of 50 cents per call NP4 555 Calls e Toll Free NXX calls have no grace period and no surcharge Toll Free MXX Calls e 700 NXX calls have no grace period and have a surcharge of 30 cents per call 7OO NKX Cals OF e NPA 976 calls have 30 seconds grace period and have a surcharge of 2 per call Npa 976 Cals 07 07 e 900 NXX calls have no grace period and they have a surcharge of 5 dollars per call plus 1 for each minute SO0 NKxx Calls 053 08 e The empty text boxes provide you with an option of entering surcharges for the area codes and exchanges not listed on Surcharge screen For example you can include the 877 NXX calls with a 30 seconds grace period and a surcharge of 50 seconds per minute 000 Cals 05 60 Press OK to save your work and leave the screen 54 TALITY Manual To edit surcharges D 1 Click on the Surcharge ES toolbar icon Alternately click on Pricing gt Surcharge on the main menu Th
11. Extensions Report 29 20 Most Expensive Calls Report 29 20 Most Frequently Called Phone Numbers Report 29 Area Code Activity Report 28 Batch Billing 29 Billing History 29 Credit Limit Alert Report 27 Department Activity Report 28 Expanded Phone Activity by Date Report 28 Extension Activity Report 28 Filter Screen 24 Guest User Activity Report 27 Phone Activity by Authorization Code Report 2 Phone Activity by Date Report 28 Phone Activity by Telephone Number Report 28 Predefined Filters 27 Profit Report 27 To generate a report 22 Trunk Activity Report 28 Reports 22 Scheduling Reports 32 SMDR Monitor 76 SMDR Monitor Action 76 SMDR Monitor Settings 77 Surcharge 40 System Access Control 58 TALITY Manual System Parameters 54 Telephone Filter 66 Technical Support Testing SMDR Monitor 78 Communication Errors 78 Trunk Activity Report 28 Contact Information 78 Trunks 49 Technical Support 78 95
12. Hardware detected a break condition 32 CTSTO CTS clear to send timeout While a character was being transmitted CTS was the duration specified by the f CtsHold member of the COMSTAT structure 2048 DNS Parallel device was not selected 64 DSRTO DSR data set ready timeout While a character was being transmitted DSR was low for the duration specified by the fDsrHold member of COMSTAT 8 FRAME Hardware detected a framing error 1024 IOE TO error occurred during an attempt to communicated with a parallel device 32768 MODE Requested mode is not supported or the idComDev parameter is invalid If set CE_MODE is the only valid error 4096 OOP Parallel device signaled that it is out of paper 2 OVERRUN Character was not read from the hardware before the next character arrived The character was lost 512 PTO Timeout occurred during an attempt to communicate with a parallel device 90 TALITY Manual 128 RLSDTO RLSD receive line signal detect timeout While a character was being transmitted RLSD was low for the duration specified by the fRlsdHold member of COMSTAT 1 RXOVER Receiving queue overflowed There was either no room in the input queue or a character was received after the end of file character was received 4 RXPARITY Hardware detected a parity error 256 TXFULL Transmission queue was full when a function attempted to queue a character Registration It 1s very important to register your software promptly ot
13. PA A a Click on the Recurring Charge toolbar icon Alternately click on Pricing gt Recurring Charge on the main menu The Recurring Charge screen comes up You can also access this screen by clicking on the Recurring Charges button on the Guest Users screen Click on the desired recurring charge record to select it Click on Edit The Edit Recurring Charge entry screen comes up Overwrite field entries with new values Click on OK to save changes The Recurring Charge screen reflects changes Click on OK to leave this screen To delete Recurring Charge w E A AA Click on the Recurring Charge toolbar icon Alternately click on Pricing gt Recurring Charge on the main menu The Recurring Charge screen comes up You can also access this screen by clicking on the Recurring Charges button on the Guest Users screen Click on the desired recurring charge record to select it Click on Delete Click on OK to the confirmation message The selected recurring charge 1s removed from the charges list Click on OK to leave this screen To sort Recurring Charge records The Recurring Charge screen is a combination of rows and columns You can sort this table data using the column headers For example clicking on the Amount column header sorts pricing table by the Amount field in the A direction indicated by a sort button El located in the right hand corner of the screen 56 TALITY Manual z To change the sort directio
14. Recurring Charges screen for any guest user Public recurring charge can be applied to any of the guests users New Recurring Charge x Amount 45 00 Description Internet Connection Applied Daily w Type Private Sor X Close g Click on OK to add the new charge to the list of recurring charges To edit a recurring charge 1 Select the recurring charge by clicking anywhere on its record j Click on the Edit button k The Edit Recurring Charge screen comes up Modify field entries as desired l Click on OK The recurring charges list reflects changes m To delete a recurring charge n Select the recurring charge by clicking anywhere on its record o Click on the Delete button p Click OK to the confirmation message The deleted charge is taken off the recurring charges list When done with setting up recurring charges click on OK on the Recurring Charges screen to save changes 12 If you would like to print a hardcopy of the bill for this room check the Paper Bill option under the Bill Options Biling Email Addresses Bill Options M Paper Bill Email Bill Unbilled Call Charges Last Billed BE iling 26 13 TALITY Manual If you would like to email the bill to the client check the Email Bill option under Bill Options Bill Options V Paper Bill e Email Bill Note Output options specified here are Billing Default Output options for this Guest User 14 15 1
15. User 1 Click on the Add Guest User toolbar icon Alternately click on Guest User gt Add Guest User on the main menu 17 TALITY Manual The Add Guest User screen appears Change Guest User z xj Last First MII seper a dL Room 1025 Extensions E HA vA y l f Guest From 05 01 2008 B Time 11 11 User Department M Apply Surcharge Authorization Code fs M always Store Authorization Code vith Call Credit Limit 0 00 EN Recurring Charges Biling Email Addresses Bill Options 4 Paper Bill M Email Bill Wnbilled Call Charges 0 00 Last Biled ff Billing Y Delete Eo f Undo Close Type the following information in the corresponding text boxes Last Name First Name Middle Initial Select a room number from the Room list If the desired room number is not there add it to the list by clicking on the plus icon rom or X Close Type the new room number in the provided text box and click on OK 18 10 TALITY Manual a You can also modify the room number by clicking on the pencil PA icon and typing a new value to replace the selected room number Gor X Close Click on OK to save changes Add extensions to the Extensions list by clicking on the plus icon and typing in the desired extension to number To change any of the already listed extensions select one of them and click on the pencil PA icon Type in the new value
16. calls have come in use the Phone Activity by Date report to check for calls that have not been recognized by the program You can then determine 1f you should make changes to the Telephone Filter screen 1 Click on the Telephone Filter toolbar icon Alternately click on Controls gt Telephone Filter on the main menu The Telephone Filter screen comes up 2 Enter any necessary dialing patterns following above Dialed Pattern is a special sequence of the characters that define the telephone number in the SMDR output Some examples include calls made through MCI or SPRINT calls made using a prefix and calls made to beepers The following characters are used to define the dialing patterns T represents one digit of a telephone number any digit between 0 and 9 0 9 FF any of these specific characters in the dialing pattern that correspond to the actual character that was dialed N one character of the dialed character string 0 9 that is not part of the actual telephone number 79 TALITY Manual X ignore all characters from this point on can be used only after the longest dialing pattern The following are examples of dialing patterns DIALED COMBINATION 9 547 7676 Local outside call 1 865 4156 Intralata 10288 1 203 589 1212 To access a specific long distance trunk 01 49 8 1552203 e g AT amp Tor MCI Sprint International operator assisted calls DO 011 49 81552203 NOT CREA
17. information outside Tality in a specified format The available file formats are comma delimited csv MS Excel xls and tab delimited txt 1 Click on the Export toolbar icon Alternately click on Controls gt Export on the main menu The Export screen comes up 2 Make a n from the Export list Departments Guests Users If you select Call Details the filter screen icon next to the list becomes available Export cal Details y You can click on it and specify criteria for the calls you want to export How to use the filter screen If you decide you do not need to filter your export data you can clear the criteria by clicking on the A icon Call Details is the only option that can be filtered Tality exports Departments and Guests Users in their entirety 3 Select the desired export format ion ue Export File Type list Export File Type a at Comma Delimied csv MS Excel xls TAB Delimited bt 4 Enter the path to the export file into the Export File Name text box or click on the Select File button to browse for it 5 Select the field name to be exported from the Available list and click on the Add button to transfer it to the Selected list Repeat this for each export field Clicking on Add All moves all field names from the Available list to the Selected list To remove the field name form the Selected list select the field name and click on the Remove button You can also remove all field
18. is Guest User Activity Type Detail al Output Printer Click on Next to continue The report filter screen appears This screen is just like a filter screen used to run a report However it has a few differences Instead of the OK button it has the Back and Finished buttons 50 TALITY Manual Back 444 Finished Feb The Back button takes you back to the Tality Report screen and the Finished button schedules the report How to use report filter 14 Once you are done editing changes are reflected in the Report Scheduler spreadsheet 15 Click on OK to save changes and exit the Scheduler screen To remove a report out of Report Scheduler temporarily Click on the Report Scheduler toolbar icon Alternately click on Reports gt Report Scheduler on the main menu The Report Scheduler screen comes up Go to the desired report record and click on the green ball in the Active field The ball s color changes to red This report will still exist in Report Scheduler but it will not be run Click on OK to save changes and exit the Scheduler screen To delete a scheduled report a A Oo e Click on the Report Scheduler toolbar icon Alternately click on Reports Report Scheduler on the main menu The Report Scheduler screen comes up Go to the desired report record and click the record selector EN Click on Delete Click on OK to the confirmation message Click on OK to save changes and exit the Scheduler sc
19. original size 100 displays report page s 100 of original size BE gt Select between one or two page view two page view is not available when Whole Page is selected 30 TALITY Manual Close and Print gt Close and Print closes the report and displays the print screen gt Reset brings up the filter screen and allows for changing filter criteria and running this report again his Close gt Close closes the report screen Billing History Billing History is used to view and reprint previously printed bills Billing History comes in handy when a bill for a guest user needs to be reprinted For example in the event the printer goes down in the middle of print job a user can reprint the bill using Billing History Note call records purged from Tality via Auto Archive are no longer available to the Billing History report Billing History can also be accessed via the Reports screen When accessed via Reports screen Billing History allows you to reprint all available bills On the other hand Billing History accessed via Billing from the Guest User screen is restricted to the guest user currently displayed on the Guest User screen 1 Click on the Billing History option button CC 2 x C Current Bill Output Preview E Highlight Alternating Report Rows 5 Billing History Type Detail fs A select Cals From ff Times To 47 aie Time E gt t Close 2 Depending on if you want to vi
20. record This option is available for all sorts of flow control Other Parameters Other Parameters Location Identifier f Do Not Print Transmit Admin extensions O Print All Posted and Unposted Records Transmit Zero Cost Calls C Print Unposted Records Only O Monitor Do Not Print PMS data will not be sent to the printer at all default setting Print All Posted and Unposted Records PMS data will be sent to the PMS and the printer at the same time Print Unposted Records Only PMS data will be sent to the printer in the event that the PMS link is broken or PMS is unavailable Enter the 3 character value identifying the installed location in Location Identifier field Transmit Admin extensions check this box if you want to process call records for extensions assigned to employees Transmit Zero Cost Calls this option will transmit the call record to the PMS even when the pricing on the call is 0 00 By default these call records do not get transmitted to the PMS Monitor enabling this option will display a screen that monitors the transmission of the call records to the PMS If you would like to save the settings click on OK or otherwise click on Cancel To create a new record format This screen allows you to create a new record format that would meet the demands of your PMS It also displays information about record formats for existing systems There are two ways to create a new record format You can either use an ex
21. running a report in the Preview mode once generated the report screen displays a side menu Pa e 10f 12 y gt Displays the current page number and the total page count 4 4 Bl gt Click on the arrows to navigate through pages Mis gt Use the Go to page button to go to a specific page l gt This list contains view options Whole Page display one whole page in its entirety 65 digas report page s 65 of original size 100 displays report page s 100 of original size 5 gt Select between one or two page view two page view is not available when Whole Page is selected Close and Print gt Close and Print closes the report preview window and brings up the print screen EZ Reset gt Reset brings up the filter screen and allows for changing filter criteria and running this report again hie Close gt Close closes the report screen 44 TALITY Manual Report Scheduler Scheduling Reports You can set up reports to be recurrently run and output to one of the available printers via the Report Scheduler screen This screen has a spreadsheet format with all scheduled reports listed Reports can be scheduled to run Daily Weekly Biweekly Monthly or only Once To schedule a report 1 Click on the Report Scheduler toolbar icon Alternately click on Reports Report Scheduler on the main menu The Report Scheduler screen comes up 2 Click on t
22. screen appears How to use report filter 4 The top of the Call Editor screen indicates its contents have been filtered Filter In Use l iClear 5 Once you found the record you need to change click on the desired field and type in a new value To go back to the before filter selection click on the Clear button 6 Click on OK to save changes Every field can be edited 63 TALITY Manual Components of a Call Record Date Date of the call provided by either the telephone system or the computer Time Time of the call provided by the telephone system Call Length Length of the call provided by the telephone system in hh mm ss format Extension Extension that either originated or terminated a phone call Trunk Although this information is provided by the Telephone system it must be entered during the configuration of TALITY to ensure proper pricing Call Direction In Incoming Out Outgoing Phone Number This field describes the telephone number dialed The phone number should be entered in the following format Oll Areacode Number 1 e 1 973 3602300 Price Call Check this check box if you need to price this call record Actual Cost Actual cost associated with Trunks and Carriers Amount Charged Combination of Actual Cost and Surcharge Multiplier Authorization Code A unique identifier used for administrative extensions optional To add a call record 1 Click on the Call Editor
23. setup program displays a screen with the InstallShield Wizard Complete message Click on Finish It is recommended to restart the computer TALITY Manual tent TALITY Client Insert Tality CD into the CD ROM drive Tality 5 InstallShield Wizard screen appears Click on the Next button 2 The License Agreement screen comes up Click on the accept the terms of the license agreement option to check it Click on the Next button 3 The Tality 5 Setup Selection screen comes up Tality 5 InstallShield Wizard Y x Tality 5 Setup Selection Click the type of setup pou prefer Description Select this option to install Tality Chent Clent installation Upgrade ver 2 014 to Tality 5 will allow You to run reports from a PC other then the Upgrade ver 5 5 to T ality 5 07 or later Tality Server which ts collecting and processing call records T ality Server must be already installed and T ality50 folder must be shared on the network ered SC e Back Cancel Select Tality 5 Client to install TALITY Client Note TALITY Server must be already installed and Tality50 folder must be shared on the network When you install TALITY Client you will be able to run reports from TALITY Client machine as well as from TALITY Server TALITY Client PC does not collect calls and does not need to go through registration 4 TALITY Manual The Select Tality50 folder on the Tality Server screen comes up Enter the
24. sort pricing data using the column headers For example clicking on the Number Dialed column header sorts pricing table by the Number Dialed A field in the direction indicated by a sort button located in the right hand corner of the screen ZY Z To change the sort direction click on the sort button Al Click on the column s header to sort the list in a new direction As E Surcharge Surcharges are typically used to generate additional revenue for the establishment When a surcharge is applied to a guest user account it defines how calls from the extension s assigned to the guest user are priced by using a combination of surcharges and multipliers TALITY can differentiate the following types of calls Operator Assisted Long Distance International Local 411 NPA 555 800 888 NXX 700 NXX NPA 976 and 900 NXX Surcharges and or multipliers are added to the rates present in Rate Tables for Operator Assisted Long Distance and International calls Price of these calls would equal to the following formula Long Distance Rate Per Call Surcharge Per Minute Surcharge x Multiplier Surcharges and or multipliers are NOT added to the rates present in Rate Tables for Local 411 NPA 555 800 NPA 976 and 900 calls Price of these calls would equal to the following formula Per Call Surcharge Per Minute Surcharge x Multiplier The Surcharge screen includes also a Grace Period option for all types of calls which is the min
25. the New button b Enter the recurring charge dollar value into the Amount field c Enter short description of the recurring charge into the Description field d Select an appropriate time frame from the Applied list e Recurring charges can be applied Daily Weekly or Monthly 19 TALITY Manual f Select Private or Public from the Type list Private recurring charge applies only to this guest user and is not added to the general list of the recurring charges Public is added to the general list of the recurring charges and is listed as one of the choices on the Recurring Charges screen for any guest user Public recurring charge can be applied to any of the guests users Mew Recurring Charge axl Amount 5 00 Description Internet Connection Applied Daily we Type Private Sor X Close g Click on OK to add the new charge to the list of recurring charges To edit a recurring charge 1 Select the recurring charge by clicking anywhere on its record j Click on the Edit button k The Edit Recurring Charge screen comes up Modify field entries as desired l Click on OK The recurring charges list reflects changes m To delete a recurring charge n Select the recurring charge by clicking anywhere on its record o Click on the Delete button p Click OK to the confirmation message The deleted charge is taken off the recurring charges list When done with setting up recurring charges click on OK o
26. the View button To delete a log file click on the Clear button FROM NAME and FROM ADDRESS the sender name and the email address for all emails sent from TALITY For example From Name could be Your Company Name Billing Department and From Address could be billing yourcompany com 69 TALITY Manual EMAIL BILLING click on this button to enter the subject and the comments for the automatic bill emailing The subject and the comments are going to be send with the billing report unless another subject or comments are entered via the Guest User screen The Reports tab REPORT HEADER use this field to enter the name and address of your property that would print on guests bills as well as reports Report Header ris s Inc 215 Ridgedale Ave Florham Park M J 0332 Add Logo to Reports check this check box if you want your reports to show your company logo in the report header Browse for the logo file by clicking on the Select File button or enter the path to the logo file in the provided Report Logo field Once found you can control your graphic size by increasing or decreasing Height and Width values Add Logo to Reports Select File Report Logo LOGG IPG Height 57 width 72 3 REPORT FOOTER will show on the bottom of your billing reports TOP FOR LONGEST AND MOST REPORTS DEFAULT enter the number of records counted from the top to be shown on the Longest and Mos
27. to click on the sort order button The list is sorted Z to A and the sort order button changes to A to Z Y ou can sort contacts by clicking on the column headers For example clicking on the First Name column header sorts contacts list by the First Name field in the currently selected direction indicated by a sort icon located above the column header Z To change the sort direction click on the sort button Notice the table sort order has been changed 9 You can sort the Guest User list the right hand panel the same way You can select all rows of the contact list by clicking on the All button To unselect all rows click on button 82 TALITY Manual To add a new email contact 10 Click on the Address Book aj toolbar icon Alternately click on Controls gt Address Book on the main menu The Address Book screen comes up 11 Click on the New button the left hand side of the screen The Add Contact screen appears MN Add Contact x Contact Information First Name Last Name Email Address ohnsibtality com 7 M Biling Contact Rooms D DK Add More OK Done X Close 12 Enter the First Name Last Name and Email Address information 13 If this is a guest and you would like to send billing information to his email address check the Billing Contact box 14 If Billing Contact is checked you need to select the rooms this guest is responsible for To do this click on th
28. to the bill or batch billing Name will populate the underlying list with the name and the room number corresponding to the guest user 22 Select the desired date and time in case of Bill Date sort or guest user name in case of Name sort and the billing spreadsheet will display billing records associated with it The spreadsheet can be sorted by clicking on any of the column headers The current sort column is marked with the appropriate sort order icon AZ for ascending or ZA for descending EA To change the sort order from ascending to descending and vice versa click on the sort icon al in the right hand corner of the screen and sort the list of billing records by clicking on one of the column headers 23 Each billing record stands for a bill printed in the past for the selected guest user or the selected batch billing The first cell of each record contains a check box To select bills for printing click on the boxes corresponding to them To select all bills click on the All button with an icon of a check mark located in the lower left hand corner of the screen To deselect all billing records click on the All button with an icon of an empty square The Show option group on the bottom of the screen lets you limit the list of billing records to Users only or Guests only 24 Click on Next 25 Depending on which Output option has been selected at the beginning the bill s is either printed or it appears in a preview window If you are
29. wish TALITY to display communication errors in the SMDR Monitor window Always on top check this if you wish SMDR Monitor icon or window to always be on the foreground of the desktop 89 TALITY Manual Display Options Autowrap some PBX SMDR string is longer than can fit on the screen Check this option to force the string to wrap to the next string when the right edge of the SMDR Monitor window is reached Add Line feed Check this box if you wish to have a blank line inserted between SMDR call records it may improve readability of SMDR records displayed on the SMDR Monitor Testing SMDR Monitor Load Telmsg dat file for test purposes Monitor can process the Telemsg dat file residing in your TALITY directory Technical Support Contact Information You can reach Trisys Technical Support at 973 360 2300 Monday through Friday Please have your Tality serial number ready when calling for tech support Our technician may need you to email talityerror dbf and talityeror fpt files to troubleshoot your system These files are located in Tality50 folder Please have both files handy at the time of call Communication Errors When a communications error occurs Windows locks the communications port until special function clears the error This function returns error value and COMSTAT structure that is the device status On your screen you will get the message containing the value of the error and the COMSTAT structure 16 BREAK
30. 6 17 18 To enter the sent to email address click on the pencil icon located on the right hand side of the Billing Email Addresses list The Address Book screen appears If you would like to use existing email address select appropriate address book from the Address Book list in the upper right hand corner of the screen address Book ia All Contact Billing Contacts Mon Billing Contacts Room 1025 Billing Contacts Email addresses from the selected address book in our case Billing Contacts populate the screen Select the desired email address by checking the box next to the Last Name field Eo Address Book 44 4 gt gt gt Contacts sl 2 2 gt Billing Guest User Guest User Bnew Y LastName First Name Email Address Contact Last Name First Name w fomos rd Perreli David davidp tality com 106 Roomio6 OK X Close Click on the To button located on the bottom of the screen to transfer the selected email address to the adjacent text box The bill will be sent to this email address when generated 27 TALITY Manual David Perreli lt davidp tality com You can populate the Cc and Bcc fields the same way You can also type email addresses directly into the To Cc and Bcc fields 19 Click on OK 20 The Address Book screen closes and the Billing Email Address field contains selected email addresses Biling Email Addresses Bill Options D
31. E xit Connect will allow you to connect to a specified serial port Disconnect will allow you to disconnect from a specified serial port Flush will dump any SMDR data that may be currently in SMDR Monitor buffer Print will print a content of current screen Exit will exit program TALITY will stop collecting data SMDR Monitor Settings TALITY COM Port Options Port Click on the down arrow of the Port field to select a port on the computer the SMDR cable is connected to Baud Rate Click on the down arrow of the Baud Rate field to select a transmission speed the phone system is set at Data Bits Click on the down arrow of the Data Bits field to select a data bits setting of the phone system Parity Click on the down arrow of the Parity field to select a parity setting of the phone system Stop Bits Click on the down arrow of the Stop Bits field to select a stop bits setting of the phone system Flow Ctrl Check an appropriate box to select a flow control parameter that may be required by the PBX refer to PBX s documentation Com Buffer Size a number of characters SMDR Monitor will hold in the memory buffer before saving data to the hard disk of the computer recommended setting is 80 Control Options Write Log File TELMSG DAT check this box if you wish TALITY to save raw SMDR information in the separate file TELMSG DAT in directory where TALITY files reside Display Errors Check this box if you
32. Import Destination File Data This utility 1s used to import an update for City and State Database Such an update is available to purchase when needed through your dealer The Destination File Data files have to be saved in the TALITY directory for this utility to work 60 L Ze 3 TALITY Manual Click on the Import Destination File A toolbar icon Alternately click on Pricing gt Import Destination File on the main menu The Destination File Import screen comes up Destination File Import Click on OK if you want to proceed Cancel if you want to abort The message This process will overwrite current files may appear Click on OK If the message V amp H PRICING FILES NOT FOUND IN THE TALITY DIRECTORY appears make sure the updated files are in the TALITY directory and that you have entered the correct telephone number i e 201 593 1212 if your pricing files are 201 593 area and exchange code on System Parameters Screen Trunks Sz _ The Trunks Screen is used to assign carriers to trunks if you purchased a V amp H data package To add a new trunk L 3 4 Click on the Trunks L_ toolbar icon Alternately click on Pricing gt Trunks on the main menu The Trunks screen comes up Click on New button The record selector cl moves to the empty row Enter trunk number in a first cell Click on a down arrow of the list corresponding to the Carrier field to bring u
33. MS format based on an existing format This is to prevent you from overwriting the original PMS format The Save AS box displays Enter the unique name for the new PMS format Click on OK Click on Exit to return to the Property Management System Screen Creating new record format FROM SCRATCH L If you decide that you would rather create a record format for your PMS from scratch click on the New button and start with the blank form Fill in the name of your new system in the Property Management System text box The name has to be unique Property Management System trisys format Refer to your PMS documentation to find out what fields and characters your PMS format needs Highlight the required fields and characters in the Available list box and transfer them one by one to the Output box using the Add gt button You can also remove any item or all items from the Output list box by clicking on lt Remove or lt lt Remove All respectively Available Actual Cost Authorization Code Authorization Code Guest liser Call Date immidd Call Date mmidd yyy Call Duration Add 4 Remove 444 Remove All LD Code F Lh ADE AO Phone Sumber Dashes Phone Sumber No Cashes Sequence Number Alpha Toll Free ID FHILL Output Location Identifier ISPACE Call Date fmmyddyyy ISPACE Call Time ISPACE Extension ISPACE tl Room The Output Layout line reflects changes to t
34. TALITY Manual CONTENTS Introduction 4 CPO CU CLOT OY A A ocaetidaommeane cena uaraarens eeae suet 4 SY STC 11 A A A anne ouacanantenacteeneameadouaoasuns 5 A A AE E E AE E O A A E E E T AT 6 Berore 1MStallinis VOUL SOWN E sene eE E E E colillas 6 IS Call LAEI Sel VU e EE osauansneantenanssneseuansatandidensnaes 7 AAA AAA A A 9 Uperadino TALE NOE E A A E E E E E T A E O ET 11 Uperid NS TALITY VE ZAAI EN Ps ots OP Rain 14 RESISTEN siesta e DS II eii 16 CUE UU aio 17 Ces WISER OVENI OW tr cio 17 A A eae vacouel AAE eect cae oats vase a E E 17 Chance Guest User Maton nian di di a at E cd 22 A a E E E enced 28 C aB E s E E E E O 29 Bine MiO oaa a dd ib 31 Debie US Eeer aen eE ne E E EE E aos yeaa aCe 32 DA A II II R 34 o Opens thie Departments sorento 34 FPoadda department 35 TO cata de pame to 35 To deletesa department 36 REPO aa 36 To Senecrales are pot A 36 How tous O AA suena onc taut dose mle docdo tah lamsaheh anc taneh dawem la doutatsh dod alah eau ttieh domesuetaeiabah dneeake donne ah awetanes 38 Predenncd or do a ie err ere ee oda ee eee terns err 4 Credit Alen Report la todo ete ale e date 41 OHNE dol etilo lowe stein ia en cdn ies 41 Guest User AC Ua ry REPOT cani ii le 41 Phone Activity by Authorization Code Report eedit a a E cies eel ural toast etna aeines 41 Department ACHVILY RU etc 41 Aca Ode ACV RE id 41 EXfenSIOMGNCUVILY REPOML cats EA RA AA A ii 41 Phone ACUSADO DAR Pd rl lila 42 Expanded Phone Act
35. TE ANY PATTERN International calls DO NOT CREATE ANY PATTERN 3 Click on OK to save the changes Archive Calls Archive utility moves selected call records from TALITY database to the archive file 1 Click on the Archive Calls __ toolbar icon Alternately click on Controls gt Archive Calls on the main menu The Archive Calls filter screen comes up 2 If you have a filter that you would like to use click on the Filter List button V Fiter List Select the desired filter and click on OK Notice the changes on the filter screen Check if all the criteria are correct and click on OK 3 Incase you do not have a predefined filter you will have to enter archive criteria manually How to use filter screen 4 Once you have entered all archive criteria you can save them as a filter for future use by clicking on Save Ey Save Filter Filter button The Save Filter screen comes up Enter a name for this filter and click on OK The filter 1s saved 5 When all the settings are correct click on the OK button to run the archive It there are no records found for the specified criteria you will be notified with the message No Matching Records Found Otherwise TALITY will proceed with archive l Y Clear 6 If you d like to start over click on the Clear button All previously entered criteria are erased from the filter screen 80 TALITY Manual Export Export utility saves Call Details Guest Users or Departments
36. The report filter screen appears This screen is just like a filter screen used to run a report However it has a few differences Instead of the OK button 1t has the Back and Finished buttons Back 444 Finished gt gt gt The Back button takes you back to the Tality Report screen and the Finished button schedules the report How to use report filter Once the report is scheduled it is added to the Report Scheduler spreadsheet Tality Report GuestiUser Activity Weekly Mon 08 00 Printer Type Last Run Date itrisysdc1 HP LaserJet 4f Detail Mext Run Date Log Mon 07 02 2007 08 00 The newly scheduled report is saved as Active You can change its status by clicking on the green ball in the Active field It will change its color to red indicating the scheduled report is not active This will remove the report out of the scheduler temporarily In our example a Guest User Activity report will be printed to the specified printer weekly on Mondays at 8 00 AM as Detail report and the Next Run Date is the next Monday The Last Run Date is empty because the report has not been run yet Otherwise 1t would display the last date when the report was ran 48 21 TALITY Manual Click on OK to save changes and Exit the Scheduler screen To edit the scheduled report 10 pa Click on the Report Scheduler toolbar icon Alternately click on Reports gt Report Scheduler on the main menu The Report Sched
37. Trunk The Output Layout line reflects changes to the Output box Output Layout LIO MDO PY HH MM EEEEEEE RRRR In our example we ve added Room to the Output list The Output Layout line reflects this change the RRRR has been added to the end of the line 8 The properties of the items listed in Output can be modified To do this select the desired filed name in the Output list The Format section of the screen located next to the Output list is populated with the properties available to the selected field Modify them according to your requirements The Output Layout changes when the applicable properties are modified For example changing Width property of the field results with the changed width in the Output Layout line Output Location Identifier E SPACE Call Date mmddiyy Format f Fixed Length Width C Call Time SPACE Right Justify EJ Extension Lett Justify MM SPACE Zero Fil Space Fil Variable Length o 9 When finished editing you can save changes by clicking on the Save button on the bottom of the screen Click on OK to the confirmation message 10 Click on Exit to return to the Property Management System Screen 78 TALITY Manual To delete record format 1 You can only delete custom formats The preexisting formats are read only 2 Click on the Property Management System a toolbar icon Alternately click on Controls gt Property Management System on th
38. When field is not available for entry The report will run every day once a day The When field becomes an option list enumerating days of the month starting from Ist to 31st and an option Last Day Select an appropriate day of the month The report will run every month once a month on a selected day The When field becomes a date field You can enter a date manually or select it from a calendar This report is going to be run only once on an entered date The When field becomes an option list enumerating days of the week starting from Sunday to Saturday Select an appropriate day of the week The report will run once a week on a selected day 12 Enter the time of the day you want to run the scheduled report into the Time field ie 1 e 8 00 A M 13 Select one of the available printers from the list of the printers expandable from the Printer field Example The scheduled report in this case is Guest User Activity 47 14 15 16 17 18 19 20 TALITY Manual Type Detail id Output Printer Top e Highlight Alternating Report Rows E If New Page For Each Call Date W Reset to Page 1 Display Authorization Code i RUN Weekly bd when Mon Time 08 00 Printer TRISYSDC1 HP LaserJet 4050 Series PEL The detail Guest User Activity will run weekly on Mondays at 8 00 AM and will output to the HP LaserJet 4050 printer Click on Next to continue
39. abel you want to use to as a part of a room name If you enter Suite into a Room Label field all report and screen entry fields referring to rooms will use Suite label instead The example below of how room label has changed is taken from the Guest User screen SUITE 730 8 To save changes click on OK System Access Control A System Access Control is used to create user profiles with different permission levels To create user profile 1 Click on the System Access Control toolbar icon Alternately click on Controls gt System Access Control on the main menu 2 The System Access Control screen opens on New Profile by default However if you are working with the Edit Profile screen you need to click on the New button to get to the New Profile screen 3 Enter the new profile description in the Description field For example the user s first and last name can be entered here 4 Enter a password for this user o Check All l l 5 To grant a user unlimited access to TALITY check the check box located in the right hand lower corner Otherwise provide partial access by checking appropriate boxes Most of the check boxes correspond to Tality utilities or reports You can grant 14 or forbid C access to any TALITY screen 6 Click on OK to save changes when done creating new profile To edit user profile 1 Click on the System Access Control 39 toolbar icon Alternately click on Controls gt System A
40. al Cost PyRecost Recast al Mec Charged 2 50 8 If you want to recost only one record click on Recost Otherwise if you want to recost all records displayed by Call Editor click on Recost All 9 In our example we ve recosted only selected record The Call Editor screen reflects changes 10 Click on OK to save changes and exit the Call Editor screen To sort Call Editor records The Call Editor screen is a combination of rows and columns You can sort pricing data using the column headers For example clicking on the Date column header sorts pricing table by the Date field in the direction A indicated by a sort button El located in the right hand corner of the screen 24 Z 66 TALITY Manual z To change the sort direction click on the sort button Hii Notice the table sort order changes accordingly Click on the column s header to sort the list in a new direction System Parameters The System Parameters settings have to be entered before using TALITY 1 Click on the Call Editor toolbar icon Alternately click on Controls gt System Parameters on the main menu The Call Editor screen comes up It is populated with all the calls in collected by TALITY Enter appropriate values and descriptions for your system using the guidelines below 2 The General tab TELEPHONE SYSTEM field allows you to change the make and the model of the telephone system to which TALITY is connected Pr
41. and click on OK To delete the existing extension click on it to select it and click on the If a person is a guest check the Guest option and fill in the time and the date of registration If a person is an employee check the User option and click on the down arrow of the Department list to bring up department ID selection Choose the department ID corresponding to the User If the User s department ID is not on the list add a department using the Department screen How to use the Department Screen SCISSOFS icon If a person has an authorization code enter it in the Authorization Code field If surcharges defined via Surcharge screen apply to this guest user account check the Apply Surcharge box Check Always Store Authorization Code With Call option if you would like to store the authorization code with a call record in case it has been used to make a phone call In case there is a credit limit for this guest user enter the maximum credit dollar amount into the Credit Limit text box If you would like to apply recurring charges to this guest user click on the Recurring Charges button The screen with the list of the available recurring charges appears To apply the existing recurring charge a Click on the check box corresponding to the desired recurring charge to apply it to this guest user amount Description 10 00 Phone ine Methyl b Click on OK To create a new recurring charge a Click on
42. arameters It enables you to choose User Department and the period for the billing report you want to run Billing History Billing History is used to view and reprint previously printed bills 42 TALITY Manual Billing History comes in handy when a particular bill or multiple bills need to be reprinted For example in the event the printer goes down in the middle of Batch Billing print job and some of the bills do not print a user can print the missing bills using Billing History Note call records purged from Tality via Auto Archive are no longer available to the Billing History report Billing History can also be accessed via the Guest User screen When accessed via the Guest User screen Billing History allows you to reprint bills only for the guest user currently displayed on the Guest User screen On the other hand Billing History invoked via Reports provides access to all available previously printed bills 11 12 13 14 15 16 17 18 h Click on the Reports a toolbar icon Alternately click on Reports gt Reports on the main menu The Tality Reports screen comes up Click on the Billing History option button Select Detail or Summary from the report Type list Select the desired output type Your choices are Printer Preview Email File PDF and Billing Default Output Select Printer to print the billing report Select Preview to view the billing report on the screen Select Ema
43. arged increased to 2 50 1 00 existing cost 0 50 Percentage 50 of 1 00 1 00 Flat Amount Add Flat Amount Percentage Adjust existing charges the specified flat dollar amount specified percentage of the sum of existing charges and the specified flat dollar amount For example recosting a record with actual cost of 1 00 and amount charged of 1 00 and applying the following criteria Recosting Flat Amount Percentage Add Flat Amount Percentage Adjust Actual Cost 50 00 1 00 50 00 MywRecast Recost al Amount Charged o 2 results in actual cost and amount charged increased to 3 00 1 00 existing cost 1 00 Flat Amount 1 00 Percentage 50 of 2 00 existing cost Flat Amount Replace With Flat Amount dollar amount entered in the Flat Amount field overwrites excising charges see example below 10 In our example we ve selected Replace With Flat Amount recosting Enter dollar amount into the Actual Cost field and the Amount Charged field Recosting Flat Amount Replace with Flat Amount Actual Cost PyRecost Recost al ue Charged 2 50 11 If you want to recost only one record click on Recost Otherwise if you want to recost all records displayed by Call Editor click on Recost All 12 In our example we ve recosted only selected record The Call Editor screen reflects changes 13 Click on OK to save changes and exit the Call Editor screen
44. avid Perreli lt davidpibtality corm gt M Paper Bill e Email Bill Biling Email Addresses Bill Options David Perreli lt davidpibtality com e Paper Bill e Email Bil Unbilled Call Charges 6 05 Last Biled y B Eiling 22 The bottom of the screen displays Unbilled Call Charges information and the Last Billed date 23 Click on OK on the Add Guest User screen to save changes Billing 1 Click on the Change Guest User toolbar icon Alternately click on Guest User gt Change Guest User Information on the main menu A list of guests users appears on the screen You can set the list to view only Guest only Users employees or both by checking appropriate Show check boxes on the bottom of the screen The list can also be sorted by clicking on any of the column headers The current sort column is marked with the appropriate sort order icon AZ for ascending or ZA for descending 1 e A 0223 2004 12 51 00 02 23 2004 12 51 00 As To change the sort order from ascending to descending and vice versa click on the sort icon in the right hand corner of the screen and sort the list of guests users by clicking on one of the column headers 28 TALITY Manual 2 Bring up guest user record by selecting the guest user from the list and clicking on OK Alternately you can double click on the guest user The Change Guest User screen appears 3 Click on the Billing button located on the bottom part of the scre
45. bill can be printed Paper Bill option or emailed Email Bill option or both Choose All Unbilled from the Select Calls list to include all activity that has not been billed yet Select Date Range if you want to enter the From and To billing dates or choose one of the predefined time frames al Unbiled Today Yesterday Week To Date Month To Date Previous Month Date Range If you would like every other row of the report highlighted for greater readability check the Highlight Alternating Report Rows check box If you would like to remove guest user information after he is billed check the Remove Guest User After Billing check box Click on OK to generate a bill The message Processing billing will pop on the screen If there is no records for this user the program will inform you with the appropriate message Otherwise the billing report will be printed and the call records will be archived The archived data will not be available for billing but you will be able to print reports based on it If you are running a report in the Preview mode once generated the report screen displays a side menu Page 1of 17 gt Displays the current page number and the total page count 4 4b Pl gt Click on the arrows to navigate through pages My gt Use the Go to page button to go to a specific page gt This list contains view options Whole Page display one whole page in its entirety 65 displays report page s 65 of
46. ccess Control on the main menu Click on the Edit button Select desired profile from the list Click on OK The System Access Control screen populates with settings of the selected profile a ee ee 71 TALITY Manual 6 Make desired changes 7 Check all To grant a user unlimited access to TALITY check the check box located in the right hand lower corner Otherwise provide partial access by checking appropriate boxes Most of the check boxes correspond to Tality utilities or reports You can grant 14 or forbid C access to any TALITY screen 7 Click on OK to save changes when finished editing To delete user profile 1 Click on the System Access Control fh toolbar icon Alternately click on Controls gt System Access Control on the main menu Click on the Edit button Select desired profile from the list Click on OK The System Access Control screen populates with settings of the selected profile Click on Delete E E e a Click on OK to the confirmation message Property Management System TALITY is designed to work with your Property Management System PMS The information about your guests phone will be sent to the PMS as soon as calls are priced In the event your PMS is down TALITY gives you an option to send PMS data directly to a printer Additionally you can send the guest phone data to the PMS and the printer at the same time TALITY must have a dedicated COM Port for the collection of SMDR da
47. cel_ The Choose Destination Location screen is brought up Accept the default installation folder or click on the Change button to change a destination drive or folder Click on the Next button The Ready to Install the Program screen appears Click on Install The following message comes up Question xj gt Tality 5 Upgrade is ready to copy current Tality 2 3 4 x data Files into a new Folder 12 Taliby50 Si This will transfer data From old Tality to the new Tality 5 database Do ou want to continue Click on YES Program installs TALITY files and updates your system Installation program displays a message asking if your TALITY software has a serial number If you have a serial number click on YES otherwise click on NO and TALITY will be installed as a trial version 15 TALITY Manual 9 If you have a serial number Enter Serial Number screen appears Enter your software s serial number Click on OK 10 Tality installation program needs to run Tality application to complete upgrade procedure Click on YES to the following message Question y In order to complete upgrade procedure the installation needs to run Tality 5 application o Do vou want to start Tality application after Finishing the installation 11 When installation is completed the setup program displays a screen with the InstallShield Wizard Complete message Click on Finish 12 The Tality application opens and displays Upgra
48. changes and exit the Department screen 35 TALITY Manual To delete a department 1 Click on the Add Guest User E toolbar icon Alternately click on Guest User gt Add Guest User on the main menu The Add Guest User screen appears a 2 Check the User option button The Edit Department List button is located next to the Department list and is now enabled Click on it to open the Department screen 3 The Department screen contains a list of all existing departments Select the desired department and click on Delete 4 The department s description is removed form the Department list Click on OK to save changes and exit the Department screen To generate a report TALITY Reports can be created in the following output formats e Screen You can view the entire report on the screen by paging through it Also you can use the Print button to print selected pages e Printer the report is printed to a printer or to a file e Email the report is emailed to the specified email address 1 Click on the Reports toolbar icon Alternately click on Reports gt Reports on the main menu The Tality Reports screen comes up 36 TALITY Manual The Tality Reports screen comes up Y Tality Reports Credit Limit Alert Type Summary Profit Output Preview C Phone Activity by Authorization Code Department Activity Area Code Activity i Extension Activity i Phone Activity By Date
49. cial country code It supports partial numbers 1 e NPA976 prices all the calls with exchange 976 for any area code 973 prices all the calls with an area code 973 for any exchange NPANXX default price for all the calls L prices all local calls It overwrites V amp H prices if you have them downloaded LD prices all long distance calls It overwrites V amp H prices if you have them downloaded 4 Type time in the first From field this would be a start time of the first time period You can move from cell to cell by pressing on Tab 5 Type rate for the first minute in the First Minute field 6 Type rate for each additional minute in the Next Minute field 7 Enter time and rates for the additional time periods only if they are different Otherwise TALITY will assume that calls are priced at the same rate all day long 8 Click on New to create another record or OK to save the changes and leave the screen If you do not wish to save any changes click on Cancel To delete pricing record 1 Click on the Custom Pricing a toolbar icon Alternately click on Pricing gt Custom Pricing on the main menu The Custom Pricing screen comes 2 Click anywhere on the record to select it and click on the Delete button 3 When you are done click on the OK button to save the changes and leave the screen 02 TALITY Manual To sort pricing records The Custom Pricing screen is a combination of rows and columns You can
50. cing files The V amp H pricing files have to be saved in the TALITY directory for this utility to work 1 Click on the Import V amp H Pricing toolbar icon Alternately click on Pricing gt Import V amp H Pricing on the main menu The V amp H Pricing File Import 58 TALITY Manual screen comes up Y amp H Pricing File Import 2 Click on OK if you want to proceed Cancel if you want to abort 3 The message This process will overwrite current pricing information may appear Click on OK If the message V amp H PRICING FILES NOT FOUND IN THE TALITY DIRECTORY appears make sure the updated files are in the TALITY directory and that you have entered the correct telephone number i e 201 593 1212 if your pricing files are 201 593 area and exchange code on System Parameters Screen 4 Click on the Call Editor toolbar icon Alternately click on Controls gt Call Editor on the main menu The Call Editor screen comes up It is populated with all the calls in collected by TALITY l Y Set 5 To find the records you want to recost you can use the Set button to narrow down call Click on the Set button 6 The Call Editor filter screen appears For instruction on how to use filter screen see How to use report filter on page 20 clear 7 If you want to recost only one record position cursor on the record to be recosted Otherwise if you want to recost all records displayed by Call Editor proceed with the next s
51. contact 1 Click on the Address Book a toolbar icon Alternately click on Controls gt Address Book on the main menu The Address Book screen comes up 86 TALITY Manual Click on the row with the contact you want to delete A A 24 ad i Billing l GuestiUser Guest User W Last Name Email Address Contact l Last Mame First Mame E Perreli David davidpi tality com 1025 Room 1025 CARA gremios er pes ferrero O T ECO pon ET E T emma chest ocase CONTACTS 2 Click on the Delete button The confirmation message appears xi gt You Are About To Delete a Billing Contact Bills For the selected Rooms Will Mo Longer Be Emailed To This Contact Do You Want To Proceed Cancel 3 Click OK to the confirmation message The contact is deleted Optimize e Al The Optimize function is very important It removes all deleted records from the files and rebuilds all database indexes therefore improving overall performance It is recommended that you run this utility once a month to keep your TALITY System running efficiently To access Optimize Utility screen amp c 1 Click on the Optimize toolbar icon Alternately click on Controls gt Optimize on the main menu The Optimize screen comes up 2 This process requires exclusive control of TALITY files Make sure all users are logged out of TALITY before you continue Click on OK 3 When finished the program will notify you wit
52. d with all the calls in collected by TALITY Y Set 2 To find the records you want to recost you can use the Set button to narrow down call Click on the Set button 3 The Call Editor filter screen appears How to use report filter To go back to the before filter selection click on the Clear button _SPolear 4 If you want to recost only one record position cursor on the record to be recosted Otherwise if you want to recost all records displayed by Call Editor proceed with the next step v forzsizoos Ex 6 01 003055081 17s 0048 y out v eon szsses2 0 5 Goto the recosting options located in the right hand lower corner of the Call Editor screen 6 Click on the down arrow of the Recosting list to select type of recosting you want to perform Recosting Quick Recost Percentage Adjust Percentage Adjust Add Flat Amount Add Flak Amount Percentage Adjust Replace With Flak Amount Quick Recost current charges are recalculated based on the Custom Pricing and the V amp H rate tables Add Flat Amount existing charges the specified flat dollar amount Percentage Adjust existing charges the specified percentage of the existing charges For example if the Actual Cost is 5 00 recosting by 10 with Percentage Adjust would result in increasing Actual Cost by 50 cents 10 of 5 00 Actual Cost would change to 5 50 Percentage Adjust Add Flat Amount existing charges the specified percentage of the
53. ding Tality message Depending on the size of the old Tality database and on the PC capabilities the Upgrading process may take several minutes When done the Optimize Progress bar appears Optimize Progress A NOTE please DO NOT INTERRUPT Upgrading and Optimizing Processes 13 The following message is displayed when the optimize operation is finished Tality Upgrade x A Upgrade to Version 5 00 Successfully Completed Click on OK 14 Click on Exit to close the Tality application 15 Itis recommended to restart the computer Registration It is very important to register your software promptly otherwise it will stop functioning within 30 days from the date of installation For registration instructions refer to the Registration txt file on the CD or the company website www trisys com option Register 16 TALITY Manual Guest User Guest User Overview There are two tenant categories Guests and Users employees TALITY creates a record for a newly checked in tenant automatically as soon as the phone activity starts from the room assigned to this individual The program assumes the tenant is Guest and assigns him a name composed in the following manner Room extension number for example Room 214 Call records for this tenant are registered from that time on and he is billed according to the set rates By using Guest User tools you can add and modify Guests and Users employees Add Guest
54. e romano eses e a Ml Room 3604 Der25 2004 13 05 00 56604 Show 4 Guests W Users Gor Close You can set the list to view only Guest only Users employees or both by checking appropriate Show check boxes on the bottom of the screen The list can also be sorted by clicking on any of the column headers The current sort column is marked with the appropriate sort order icon AZ for ascending or ZA for descending 1 e Zn d2 23 2004 12 51 00 02 23 2004 12 51 00 As To change the sort order from ascending to descending and vice versa click on the sort icon Fl in the right hand corner of the screen and sort the list of guests users by clicking on one of the column headers Bring up guest user record by selecting the guest user from the list and clicking on OK Alternately you can double click on the guest user 33 TALITY Manual The Change Guest User screen appears t Change Guest User Last First MII seper a dL Room 1025 Extensions EJFA M Apply Surcharge Authorization Code fs M always Store Authorization Code vith Call Credit Limit 0 00 EN Recurring Charges Biling Email Addresses Bill Options 4 Paper Bill M Email Bill Unbilled Call Charges Last Biled ff Billima Oe Delete TA f Undo Close 3 Click on the Delete button Click on OK to the confirmation message Departments To Open the Departments screen 1 Click on the Add Guest User
55. e Rooms button The Guest User List screen appears 83 TALITY Manual Guest User Records Al Perrel 1025 05 01 2008 11 11 00 Room 1001 A j 05 03 2008 13 50 00 Room 1004 Pt 05 03 2008 13 06 00 Room 1005 aT 05 03 2008 13 47 00 Room 1006 A Jio OS 03 2008 12 47 00 Room 1007 1007 05 03 2008 12 51 00 Room 1008 aT 05 03 2008 12 57 00 Room 1011 cit Guest 05 03 2008 14 03 00 Room 1012 A E Guest 05 03 2008 12 45 00 Room 1014 1014 Guest 05 03 2008 12 54 00 oom 1025 O 025 05 03 2008 13 32 00 com 1028 hoa 05 03 2008 12 53 00 M Guests W Users EOK Y Close Selected Only Check the boxes corresponding to the rows with desired room numbers to select them Click on OK MOS po m po m fo MOS po MOS fo Dira po Em i 15 The selected room s are listed on the Add Contact screen M Biling Contact g9 Rooms 1014 Room 1014 16 If you d like to add another contact click on OK Add More button Otherwise click on OK Done To edit the email contact 1 Click on the Address Book a toolbar icon Alternately click on Controls gt Address Book on the main menu The Address Book screen comes up 84 Click on the row with the contact you want to change to select it E Billing d Last Mame First Mame Email Address esa contats e 34 georgeam ality cam Ea elit Room 1014 CONTACTS Smith John ST kerr Jeffrey jeffreykimtality com A Matthews jamesmidtality com NA E Brown h
56. e File field becomes enabled Enter the path to the PDF file or browse for it using the hand icon adjacent to the File text box Select Billing Default Output to use options specified for this Guest Client via the Guest Client screen Depending on what has been selected for this Guest Client the report can be printed Paper Bill option or emailed Email Bill option or both Billing Default Output option is available only for Batch Billing and Billing History reports 4 Longest Calls Most Active Extensions Most Frequently Called Phone Numbers and Most Expensive Calls reports have an option to report on a specified number of records counting down from the top Top 20 El 5 Some of the detail reports can be printed with each new report group starting on a new page For example detail report Phone Activity by Authorization Code can be printed starting different Authorization Code detail information with a new page le New Page For Each Authorization Code In our example we also checked Reset to Page 1 option That way each new Authorization Code will start a new section of a report with a new page and that page number will be l page numbers will restart for each new section 6 Click on Next to continue The report filter screen appears How to use report filter How to use report filter 1 The report filter screen is used throughout Tality for any screens that require search criteria Reports Call Editor Archive and Rep
57. e Surcharge screen comes up 2 Overwrite existing values with new ones and click OK to save changes Recurring Charge Recurring Charge is a fixed charge for use of the phone equipment access to multiple telephone lines etc It can be applied daily or monthly For example if you create a monthly recurring charge of 10 00 and apply this charge to the selected Guest User account via the Guest User screen the charge will be added to this guest user bill In other words recurring charges have to be assigned to Guest User accounts in order to affect billing To add a new recurring charge 1 Click on the Recurring Charge toolbar icon Alternately click on Pricing gt Recurring Charge on the main menu The Recurring Charge screen comes up You can also access this screen by clicking on the Recurring Charges button on the Guest Users screen Click on the New button The New Recurring Charge entry screen comes up Enter the recurring charge dollar value into the Amount field Enter short description of the recurring charge into the Description field oS oS Select the appropriate time frame from the Applied list Monthly weekly 7 Click on OK New Recurring Charge x Amount 10 00 Applied Monthly e 55 8 9 TALITY Manual The new recurring charge is added to the Recurring Charges list A EJ MEET CO tty Click on OK when finished to leave this screen To edit Recurring Charge a a
58. e main menu The Property Management System screen comes up Click on the Format button next to the Property Management System text box 3 The Edit Format screen appears Click on the Edit button and select the desired custom format 4 Click on OK to go back to Edit Format screen The screen displays the selected format 5 The name of the PMS custom format is displayed on the top of the screen in the Property Management System text box It is read only Property Management System trisys format 6 Click on Delete 7 Click on OK to the confirmation message The custom format is deleted 8 Click on Exit to return to the Property Management System Screen Telephone Filter The Telephone Filter is comprised of two functions One function provides a method of defining whether or not certain types of calls based on the dialing pattern are to be priced For example 1f you define a local call dialing pattern with Price box left unchecked no costing information will apply to these calls If you define another type of call with Price box checked these calls will be priced accordingly The second function of the Telephone Filter enables you to separate the actual telephone number from the rest of the characters that have been keyed in through a telephone keypad or output by your telephone system It will read the SMDR input data and strip off the numbers not related to actual telephone number digits After TALITY has been installed and some
59. e new information in the corresponding text boxes To change the room number select a new value from the Room list If the desired room number is not there add it to the list by clicking on the plus icon Roem Sor X Close 24 10 11 TALITY Manual Type the new room number in the provided text box and click on OK a You can also modify the existing room number by clicking on the pencil tA icon and typing a new value to replace the existing room number or X Close Click on OK To add a new extension to the Extensions list click on the plus icon and type in the desired extension number into the Add Extension dialog box Click on OK i To change any of the already listed extensions select one of them and click on the pencil tA icon Type ina new value into the Add Extension dialog box and click on OK To delete the existing extension select it and cal To change guest user status If a person is a guest check the Guest option and fill in the time and the date and time of registration If a person is an employee check the User option and click on the down arrow of the Department list to bring up department ID selection Choose the department ID corresponding to the User If the User s department ID is not on the list add a department using the Department screen How to use the Department Screen click on the scissors icon If a person has an authorization code enter it in the Authorizati
60. e predefined filter click on the Filter List button Select the desired filter and either double click on it or click on OK Notice the changes on the filter screen Check if all the criteria are correct and click on OK Credit Limit Alert Report This report is created when Guest User exceeds the telephone credit limit The system checks guest U user telephone activity all the time If he has exceeded the credit limit defined either at check in time in the Guest User screen or the default defined in the System Parameters screen a prompt to run this report will pop up Profit Report This report provides management with profit information Guest User Activity Report The Guest User Activity report gives you the information regarding a guest user current phone charges It prints each guest user name and all of his or her phone calls and their charges Actual Cost and Guest User Charges Phone Activity by Authorization Code Report This report lists detailed call activity in authorization code sequence Department Activity Report The Department Activity report lists the call activity for each extension within a department Area Code Activity Report The Phone Activity by the Area Code report summarizes all calls by area code providing statistical data for length and cost Extension Activity Report The Extension Activity report lists each call made by extension 41 TALITY Manual Phone Activity by Date Report This rep
61. elenbiDtality cam GUEST USER johnsimtality com 2 Click on the Edit button The Change Contact screen comes up Change Contact First Mame Last Mame Email Address Make desired changes If this is a billing contact use the Rooms button to add remove room 2 xX Contact Information Smith johnstbtality com M Billing Contact aD Rooms 1014 Room 1014 Dor X Close Click on the Rooms button The Guest User List screen appears 85 Z A 24 zZ Guest User Guest User Last Mame First Mame TALITY Manual TALITY Manual E Guest User List ed ES Guest User Records Al Perrel 1025 05 01 2008 11 11 00 Room 1001 A j 05 03 2008 13 50 00 Room 1004 Pt 05 03 2008 13 06 00 Room 1005 aT 05 03 2008 13 47 00 Room 1006 A Jio OS 03 2008 12 47 00 Room 1007 1007 05 03 2008 12 51 00 Room 1008 aT 05 03 2008 12 57 00 Room 1011 cit Guest 05 03 2008 14 03 00 Room 1012 A E Guest 05 03 2008 12 45 00 Room 1014 1014 Guest 05 03 2008 12 54 00 oom 1025 O 025 05 03 2008 13 32 00 com 1028 hoa 05 03 2008 12 53 00 M Guests W Users EOK Y Close Selected Only Check the boxes for the room numbers you would like to include Uncheck the boxes for the room numbers you would like to exclude 5 Click on OK 6 Click on OK to save changes back at the Change Contact screen MOS po m po m fo MOS po MOS fo Dira po Em i To delete the email
62. en Current Bill 1 Select the Current Bill option from the Bill list to generate a bill for the unbilled activity for this guest user 2 Select Detail or Summary from the report Type list 3 Select the desired output type Your choices are Printer Preview Email File PDF and Billing Default Output Select Printer to print the bill Select Preview to view the bill on the screen Select Email to email the bill Click on the pencil icon next to the Email To list to enter the recipients email address The Create Email screen appears Type email address into the To field Alternately you can click on the Address Book icon in the left hand corner and select an existing email address Fill in the Subject field and the email body text Click on OK EA Tality Create Email l Enter email addresses below separated by commas Subject Invoice 10 1 08 Please see the attached Invoice X Close 29 4 10 TALITY Manual Select File PDF to save the bill as a PDF file Current Bill Type Detail bl Output File PDF ll agnesl trisys com When File PDF option is selected the File field becomes enabled Enter the path to the PDF file or browse for it using the hand icon adjacent to the File text box Select Billing Default Output to use options specified for this Guest Client via the Guest Client screen Depending on what has been selected for this Guest Client the
63. er changes accordingly Click on the column s header to sort the list in a new direction Ay 62 TALITY Manual Controls Call Editor The Call Editor allows you to modify existing call records as well as add information for calls made outside your telephone system To open Call Editor 1 Click on the Call Editor toolbar icon Alternately click on Controls gt Call Editor on the main menu The Call Editor screen comes up It is populated with the calls collected by TALITY Y Set l 2 You can use the Set button to narrow down call data to the call records you are interested in Click on the Set button 3 The Call Editor filter screen appears How to use report filter 4 The top of the Call Editor screen indicates its contents have been filtered Filter In Use l iClear To go back to the before filter selection click on the Clear button Call Editor Screen expands to the right with more information To move to the right of screen use Tab key or scroll bar to move to the left of screen use Shift Tab key or scroll bar To edit Call Editor records 1 Click on the Call Editor toolbar icon Alternately click on Controls gt Call Editor on the main menu The Call Editor screen comes up It is populated with all the calls in collected by TALITY Y Set 2 You can use the Set button to narrow down call data to the call records you are interested in Click on the Set button 3 The Call Editor filter
64. ess on the down arrow of the Telephone System text box to invoke the list of available telephone systems Click on the name of your phone equipment EXTENDED PROCESSING Check this option if the expanded call data file TPOUTWX DAT is being used YOUR TELEPHONE NUMBER enter your company s main telephone number DO NOT USE 800 NUMBER PRICE CALLS EVERY this field defines the time interval for automatic pricing updates USE DATE FROM the date information will come from either the telephone system or the clock in your PC You should select Computer only if you have a clock calendar in your PC or if your phone equipment does not generate date information on the SMDR output MINIMUM CALL LENGTH TALITY will store only calls that are longer than specified time STORE CALLS select what type of calls TALITY will process Outgoing Calls Only Incoming Calls Only or Both PRICING INCREMENTS this feature will specify in how many seconds per increment TALITY will price calls if Default Pricing is used to price the calls this option will not apply to V amp H pricing table if you are using one Click on First minute and enter a number of seconds click on Next minute and enter a number of seconds for each additional minute 67 TALITY Manual 3 The Switches tab Calculate Actual Charges After Grace Period C Disable Y H Pricing C Disable Credit Limit Checking Do Mot Print Zero Cost Calls on Bill Price Operator Calls Rem
65. ew or print the report select Preview or Printer from the Output list Indicate the report type by selecting Detail or Summary from the Type list 4 If you would like every other row of the report highlighted for greater readability check the Highlight Alternating Report Rows check box 5 Click on OK The Select Billing History Records screen appears The list can be sorted by clicking on any of the column headers The current sort column is marked with the appropriate sort order icon AZ for ascending or ZA for descending z To change the sort order from ascending to descending and vice versa click on the sort icon at in the right hand corner of the screen and sort the list of billing records by clicking on one of the column headers 31 TALITY Manual 6 All records pertain to the guest user displayed on the Change Guest User screen Each record stands for a bill printed for this guest user in the past The first cell of each record contains a check box To select bills for printing click on the boxes corresponding to them To select all bills click on the All button with an icon of a check mark located in the lower left hand corner of the screen To deselect all billing records click on the All button with an icon of an empty square 7 Click on Next 8 Depending on which Output option has been selected at the beginning the bill is either printed or it appears in a preview window 9 If you are running a report in the Pre
66. existing charges the specified flat dollar amount For example recosting a record with actual cost of 1 00 and amount charged of 1 00 and applying the following criteria 65 TALITY Manual Recosting Percentage Flat Amount Percentage Adjust Add Flat Amount Actual Cost 50 00 Gar MyRecast Recast All Amount Charged p results in actual cost and amount charged increased to 2 50 1 00 existing cost 0 50 Percentage 50 of 1 00 1 00 Flat Amount Add Flat Amount Percentage Adjust existing charges the specified flat dollar amount specified percentage of the sum of existing charges and the specified flat dollar amount For example recosting a record with actual cost of 1 00 and amount charged of 1 00 and applying the following criteria Recosting Flat Amount Percentage add Flat Amount Percentage Adjust Actual Cost a 50 00 1 00 90 00 PyRecost Recost All Amount Charged results in actual cost and amount charged increased to 3 00 1 00 existing cost 1 00 Flat Amount 1 00 Percentage 50 of 2 00 existing cost Flat Amount Replace With Flat Amount dollar amount entered in the Flat Amount field overwrites excising charges see example below 7 In our example we ve selected Replace With Flat Amount recosting Enter dollar amount into the Actual Cost field and the Amount Charged field Recosting Flat Amount Replace With Flak Amount Actu
67. fill in the dates 4 To enter filter criteria for Phone User Dept Ext Authorization Codes Room or Trunk click on the filter button Y corresponding to the desired field The appropriate selection screen appears Le clicking on the filter button associated with Users field brings up the Users selection screen 21x Available Selected Litak Agnes eo Room 1094 Room 1 Ml A Room 1366 Room 2 34 Room 1395 Room 1778 AS Room 2100 Room 101 Add All Room 2102 Room 2734 44 Remove All Room 2847 or Room 3126 Room 3100 Room 3128 X Close Room 3108 Room 3131 Room 3110 1 To add users to the filter criteria you need to transfer user names from the Available list to the Selected list You can accomplish this by selecting a user name on the Available list and clicking on the Add button The selected user name moves to the Selected list Clicking on Add All moves all user names from the Available list to the Selected list 2 To remove user name form the Selected list highlight the user name and click on the Remove button You can also remove all user names by clicking on Remove All In some cases i e Phone selection screen the Add To List entry is available bottom of the screen If you need to add a phone number that is not on the Available list you can do it using the Add To List field Enter the phone number into the Add To List filed and click on the Add button next to it The phone number is added to the Selected lis
68. h the message Optimize completed 87 TALITY Manual Preferences The Preferences screen lets you customize TALITY appearance You can choose the color of background captions grid insert a logo etc fe El 1 Click on the Preferences 20 E toolbar icon Alternately click on Controls gt Preferences on the main menu The Preferences screen comes up 2 Make appropriate changes Notice they are reflected on the sample screen 3 When finished click on OK SMDR Monitor SMDR Monitor is a communication program that collects SMDR information generated by the PBX It can also display the SMDR information on the screen of your computer in real time in the raw format SMDR Monitor command line is added to the Microsoft Windows WIN INI file Load statement so every time Microsoft Windows is started SMDR Monitor is loaded minimized ready to collect call records data SMDR Monitor must be running in order for TALITY to collect call activity information To view SMDR data in real time double click on SMDR Monitor minimized icon SMDR Monitor screen is displayed Action Settings Test About 12 44 8 81 88 I B3 Py 116 El 12 45 H 6H i1I1I 82 117 1 2 64 8 41 4 16 i 219 936 9853 114 El 12 46 8 68 11 42 119 12 44 8 61 68 14 1 915 592 56861 128 SMDR Monitor Action 88 TALITY Manual Action Settings Test About Disconnect Shift PgDn Flush Shift Home 45 Pririt
69. he New button The Tality Reports screen comes up 3 The names of the available reports are displayed on the left hand side panel Click on the option button corresponding to the desired report to select it The left hand side panel contains options that pertain to the selected report 4 Select the desired output type Your choices are Printer Preview Email and File PDF In case of Batch Billing or Billing History reports there is one more option available Billing Default Output Select Printer to print the report Select Preview to view the report on the screen Select Email to email the report Click on the pencil icon next to the Email To list to enter the recipients email address The Create Email screen appears Type email address into the To field Alternately you can click on the Address Book icon in the left hand corner and select an existing email address Fill in the Subject field and the email body text Click on OK 45 5 TALITY Manual El Tality Create Email q Enter email addresses below separated by commas To David Perreli lt davidp tality com gt E Bcc Subject Invoice 10 1 08 atodos E Please see the attached Invoice X Close Select File PDF to save the report as a PDF file Current Bill Type Detail h Output File PDF ll agnesli trisys com H File C TALITYSO BILL PDF E When File PDF option is selected the File fie
70. he Output box Output Layout LIO MDO Y HH MM EEEEEEE RRRR The properties of the items listed in Output can be modified To do this select the desired filed name in the Output list The Format section of the screen located next to the Output list is populated with the properties available to the selected field Modify them according to your requirements The Output Layout changes when the applicable properties are modified For example changing Width property of the field results with the 76 5 TALITY Manual changed width in the Output Layout line Output Location Identifier Format Fixed Length Width Right Justify C Left Justify _ SPACE Zero Fil Space Fil Variable Length Sa To save the new format click on Save The name of a new PMS format has to be unique To edit a record format l You can only edit custom formats The pre existing formats are read only You can create a new custom format using a preexisting format as a template and save it under a different name See the section above for instructions on how do to that Click on the Property Management System a toolbar icon Alternately click on Controls gt Property Management System on the main menu The Property Management System screen comes up Click on the Format button next to the Property Management System text box The Edit Format screen appears Click on the Edit button and select the desired custom format Cl
71. he PBX Click OK Configure COM Port settings as per PBX specifications Click OK Proceed with Step 10 unless you get a message Unable to open Com X If you see this message you will need to change the X value use a different Com Port Here is what you need to do e Click File on the Menu Bar e Click New Connection e Go back to Step 6 You should see Connected in the left lower corner with elapsed time counter At this stage if you have everything configured properly each time you hang up after a completed call you should see legible call data displayed on the screen If clear data is displayed write down communication parameters and exit HyperTerminal Now you can proceed with the installation of Trisys Inc software However if NO data or garbled is displayed you may have a problem with either your cable between PBX and the Com Port or PBX s SMDR port At this stage you should contact your Phone Dealer for help TALITY Manual ns TALITY Server Insert Tality CD into the CD ROM drive The Tality 5 InstallShield Wizard screen appears Click on the Next button 2 The License Agreement screen comes up Click on the accept the terms of the license agreement option to check it Click on the Next button 3 The Tality 5 Setup Selection screen comes up Tality 5 InstallShield Wizard Tality 5 Setup Selection Click the type of setup you prefer Description T ality 5 Chent Select this option t
72. herwise 1t will stop functioning within 30 days from the date of installation To register go to http www trisys com reg1ster 91 TALITY Manual Software License Agreement TO PERSONS WHO PURCHASE OR USE THIS SOFTWARE Carefully read all the terms and conditions of this agreement before opening this package Opening of this package indicates your acceptance of the terms and conditions of this License Agreement Parties The Licenser is TRIS YS INC 215 Ridgedale Avenue Florham Park NJ 07932 and you are the Licensee 1 Grant of License The Licensor grants to the Licensee a non transferable non exclusive non assignable license to use the copyright materials and programs as set forth herein for the purposes stated herein and none other The licensed program materials are identified as TALITY 2 Identification of Materials Subject to the License The copyright materials and programs are identified as the program materials and include the program diskette and the documentation manual 3 Modification of the Program s Licensee may not alter amend change or otherwise modify the program and any such change voids the license effective as of the date of the licensee s first receipt of the program materials 4 No Copying Allowed All program materials have been provided to the Licensee upon the strict condition that they may not be copied The program materials have been provided to the Licensee upon the
73. ick on OK to go back to Edit Format screen The screen displays the selected format The name of the PMS custom format is displayed on the top of the screen in the Property Management System text box It is read only Property Management System trisys format The line below system s name represents the output layout for each record sent to the PMS You can modify it by adding and taking away fields as described below Output Layout LID MMOD HH MM EEEEEEE Available list box displays the fields and characters that can be incorporated in a record format You can accomplish this task by transferring them to Output list box The way to do this is to highlight the required field and click on the Add gt command button Notice selected item appears in the Output box You can also remove any item or all items from the Output list box by clicking on lt Remove or lt lt Remove All respectively 17 Available Actual Cost Authorization Code Authorization Code Guest liser Call Date immidd Call Date roimjddsyyyy Call Duration add TALITY Manual Output Location Identifier J SPhaceL i Call Date fromydd yy ISPACE Call Time ISPACE 4 Remove ve J Extension 444 Remove All eon LI Destination ID 4 Ft Y LA 4 Destination ID 4F 411 41 Direction LO Code FR ALA ADE AO Phone Sumber Dashes Phone Sumber No Cashes Sequence Number Sequence Number Alpha Toll Free ID Ft Lt4 4
74. il to email the billing history report Click on the pencil icon next to the Email To list to enter the recipients email address The Create Email screen appears Type email address into the To field Alternately you can click on the Address Book icon in the left hand corner and select an existing email address Fill in the Subject field and the email body text Click on OK Select File PDF to save the billing report as a PDF file Current Bill Type Detail id Output File PDF agnesl trisys com hd File CA TALITYSOJBILL PDF Pes When File PDF option is selected the File field becomes enabled Enter the path to the PDF file or browse for it using the hand icon adjacent to the File text box Select Billing Default Output to use options specified for this Guest Client via the Guest Client screen Depending on what has been selected for this Guest Client the report can be printed Paper Bill option or emailed Email Bill option or both If you wish every other row of the bill highlighted for better readability click on Highlight Alternating Report Rows Highlight Alternating Report Rows e Select Detail or Summary from the Type list 43 TALITY Manual 19 Click on Next to continue 20 Click on OK The Select Billing History Records screen appears 21 Select Bill Date or Name from Sort List By option group Bill Date will populate the underlying list with the date time and the name corresponding
75. imum duration of the call that a charge would be applied to For example 00 30 sec Grace Period specified for long distance calls would not allow to apply any cost to long distance calls that are 30 seconds or shorter To create surcharges S 1 Click on the Surcharge ES toolbar icon Alternately click on Pricing gt Surcharge on the main menu The Surcharge screen comes up 2 Enter surcharges 3 Click on OK to save changes Some examples of surcharges 53 TALITY Manual e Operator calls all 0 calls have 30 seconds Grace Period all calls that are 30 seconds or shorter will be ignored however call that lasted for 31 seconds will be processed as a 31 seconds call You can include this type of calls in Custom Pricing and enter the pricing information for them there Following our example each operator assisted call will be priced as follows the actual cost from the Custom Pricing if any plus 50 cents per call plus 50 cents for each minute Grace Period Surcharge MM SS Per Call Per Min Multiplier operator OE e Long Distance calls have 30 seconds Grace Period and they will be priced as follows the long distance rate taken either from V amp H pricing files or from the Custom Pricing plus 1 per call plus 50 cents for each minute multiplied by 20 e International calls grace period is 50 seconds and they will be priced as follows the long distance rate taken either from V amp H pricing files or from the
76. ination File 1 Click on the Edit Destination File toolbar icon Alternately click on Pricing gt Edit Destination File on the main menu The Destination File screen comes up 57 TALITY Manual 2 Click on the New button The record selector cl moves down to an empty row of cells mn To o o ri Enter the appropriate values 3 Inthe NPA NXX field enter the area code and exchange or special country code for a new record Enter the description of the record under City Country Type in the state under the State field If it is your local exchange check the ener box under the Local I RAN _Cityountry State Local e pa ee 4 Click on OK to save changes and exit To change the Destination File record 1 Click on the Edit Destination File toolbar icon Alternately click on Pricing gt Edit Destination File on the main menu The Destination File screen comes up 2 Place the cursor in a field you want to edit Type in the new values 3 Click on OK to save changes and exit To delete the Destination File record 1 Click on the Edit Destination File L toolbar icon Alternately click on Pricing gt Edit Destination File on the main menu The Destination File screen comes up 2 Place the cursor anywhere in a record you want to delete 3 Click on Delete 4 Click on OK to save changes and exit Import V amp H Pricing Data This utility enables you to import updated V amp H pri
77. ist yy Fe kl a Depending on the Run field entry the When field displays either a list of options a date field or is not available for entry Daily The When field is not available for entry The report will run every day once a day Monthly The When field becomes an option list 49 TALITY Manual enumerating days of the month starting from Ist to 31st and an option Last Day Select an appropriate day of the month The report will run every month once a month on a selected day The When field becomes a date field You can enter a date manually or select it from a calendar This report is going to be run only once on an entered date The When field becomes an option list enumerating days of the week starting from Sunday to Saturday Select an appropriate day of the week The report will run once a week on a selected day 11 Enter the time of the day you want to run the scheduled report into the Time field laa 1 e 8 00 A M 12 Select one of the available printers from the list of the printers expandable from the Printer field 13 Top e Highlight Alternating Report Rows e M New Page For Each Call Date W Reset to Page 1 Display Authorization Code e RUN weekly When Mon Time Printer TRISYSDC1 HP LaserJet 4050 Series PCL The detail Guest User Activity will run weekly on Mondays at 8 00 AM and will output to the HP LaserJet The scheduled report in this case
78. isting format as a template or start from scratch by clicking on the New button In any case a new format will have to meet the requirements of your PMS refer to PMS documentation for more information Creating new record format USING AN EXISTING FORMAT as a template 1 Click on Edit A list of Property Management Systems displays Highlight the name of the PMS format that you would like to make changes to and click OK The name of the system is displayed on the top of the screen in the Property Management System text box It 1s read only Property Management System CHOICE Format The line below system s name represents the output layout of each record sent to the PMS You can modify it by adding and taking away fields as described below Output Layout aco 1RRRAENNNNNNEPPPPPPPFPPPPPPPRICR HLF 74 TALITY Manual Available list box displays the fields and characters that can be incorporated in a record format You can accomplish this task by transferring them to Output list box The way to do this is to highlight the required field and click on the Add gt command button Notice selected item appears in the Output box You can also remove any item or all items from the Output list box by clicking on lt Remove or lt lt Remove All respectively Available Output Actual Cost Authorization Code Authorization Code Guest ser User Charges In Pennies Call Date immidd add Phone Number No Dashes Call Date i
79. ivity Dy Date REPO A aiii 42 Phone Activity Dy Telephone Number REP s n 42 Fonk ACUTE PO A A A A A IE 42 20 Lopsest Calls REPOT E NA A E TN vem eimsueeteiass 42 Z20MostActve Extensions REPO A ASA Sg E enc outeeiess 42 20 Most Frequently Called Phone Numbers REPO as ella cae al a ds 42 ZIMostExpensivo C SREDO sa o OS 42 BD EE a a O Mer Te mete eR MEE tet 42 NS CO EY EEE oath set A A O A anes 42 Ropo Let i er a enone gt TOR Eat A A S 45 SC Fe dunna A a A A a 45 For oa lo PON aa A O AA 45 To CUT THe SC ME CHIE Teno E eaaa r a a ET 49 To remove a report out of Report Scheduler Temporary usina dai 5I Tode kte rscheduk depor Asie a a a a 51 A cen ary eee edee te nv eny em eneeees nets rer menet eer Whee eesen enter ty Ney ee eaee ch vena eee UN ENt ere TeLey Les rer ete Peet eee cet teetnr ary ey yaar ee 51 A E Menem ETE SEN Teen TT eCeEee ee TN OSEET FETE SESE Se TT eREEe Te VRLOSEM TEL tery eter er are ee 51 TALITY Manual Toadd anew Picine el cord is de diciades 52 Todelele Pron Tecos iii licita 52 nie ole lesbi 10 45 EA e a o oo POCO O A seed oemeas sateen 53 o E E REN oo 5 A rte Teter er Vere rey Ter eee Teeny eee meres 53 USA MU A nm En A saceceaahi anne etee ta Nenana aeaah ce enuaette ste iecaces 53 A eeeosrucuanan anaes 55 Recue CN AA r r caduee ce oeeutuao an hae 55 dor Eo y recm oC AA a a E IS 55 EOC I R cu Ltr a E a a rcceuemutuanien nae 56 IA A A A a IS 56 OPS On Rec n Cars e ECO dto 56 Edit Des Na ON lead 57
80. k 69 Archive Calls 68 Call Editor 50 Export 68 Optimize 75 Preferences 76 Property Management System 59 System Access Control 58 System Parameters 54 Telephone Filter 66 Controls 50 Credit Limit Alert Report 27 Custom Pricing 38 Delete Guest User 18 Department Activity Report 28 Departments To add a department 21 To delete a department 22 To edit a department 21 Departments 20 Edit Destination File 44 Expanded Phone Activity by Date Report 28 Export 68 Extension Activity Report 28 Filter Screen 24 Guest User 3 Add Guest User 3 Billing 14 Change Guest User Information 8 Delete Guest User 18 Departments 20 Guest User Activity Report 27 How to use report filter screen 24 Import Destination File Data 48 Import V amp H Pricing Data 46 Optimize 75 Phone Activity by Authorization Code Report 27 Phone Activity by Date Report 28 94 TALITY Manual Phone Activity by Telephone Number Report 28 PMS 59 Predefined Filters 27 Preferences 76 Pricing 38 Custom Pricing 38 Edit Destination File 44 Import Destination File Data 48 Import V amp H Pricing Data 46 Recosting 46 Recurring Charge 42 Surcharge 40 Trunks 49 Print Bill for Guest User 14 Profit Report 27 Property Management System 59 Recosting 46 Recurring Charge 42 Registration 79 Report Filter Screen 24 Report Scheduler Scheduling Reports 32 Report Scheduler 32 Reports 20 Longest Calls Report 29 20 Most Active
81. ld becomes enabled Enter the path to the PDF file or browse for it using the hand icon adjacent to the File text box Select Billing Default Output to use options specified for this Guest Client via the Guest Client screen Depending on what has been selected for this Guest Client the report can be printed Paper Bill option or emailed Email Bill option or both Billing Default Output option is available only for Batch Billing and Billing History reports All reports have an option of having alternate rows highlighted for better readability This option is by default turned on Highlight Alternating Report Rows 5 Longest Calls Most Active Extensions Most Frequently Called Phone Numbers and Most Expensive Calls reports have an option to report on a specified number of records counting down from the top Top 20 El Some of the detail reports can be printed starting new groups with new pages For example detail report Phone Activity by Authorization Code can be printed with a new page for each new Authorization Code 46 TALITY Manual ed le New Page For Each Authorization Code In our example we also checked Reset to Page 1 option Each new Authorization Code will start with a new page and the page numbers will restart from number 1 with each new section 10 11 Depending on the Run field entry the When field displays either a list of options a date field or is not available for entry Monthly The
82. lity 5 T ality 5 Client Upgrade ver 5 5 to T ality 5 07 or later Description Select this option to upgrade your T ality ver 2 8 3 8 or dto Talty 5 on the Talty Server PC only Do not select this option if you already have installed a new Tality 5 on this PE Installshield Back Cancel Select Upgrade ver 2 x 3 x or 4 x to Tality 5 Do not select this option if you already have installed a new TALITY 5 on this PC The installation program will upgrade old version of Tality Server ver 2 3 or 4 to Tality 5 Server Calls 14 de TALITY Manual will be collected and processed on this PC Click on the Next button to continue NOTE The Tality Sever PC needs to go through registration after Tality has been installed and running To register your software go to www trisys com option Register If not registered the software will stop working in 30 days The Select old Tality folder screen comes up Enter the path to the folder with old version of Tality Server into the Path field or find it using the Directories tree This folder must be shared appropriately in order for Tality 5 installation to write to it and to rename it Click on OK Select old Tality folder x Select the Folder with old Tality installation Path MiiTality3z Directories E E Help Fey helpHTML H E issued certificates E ReplayTx_Support E C Scott E eres E TapitData H TapitTest El con
83. mmiddiyy TCR 113 Call Date fmimfddyyyy deere E Call Duration Destination ID 4 FHL LL Destination ID F L41 S Direction Extension LD Code Pr ALADO Location Identifier Phone Sumber Dashes Sequence Sumber Sequence Sumber Alpha The Output Layout line reflects changes to the Output box Output Layout laco IRARANAHNANAHNPPPPPPPPPPPPPeRRLCR HLF OCCO C In our example we ve added Call Duration to the Output list The Output Layout line reflects this change the DDD D has been added to the end of the line The properties of the items listed in Output can be modified To do this select the desired filed name in the Output list The Format section of the screen located next to the Output list is populated with the properties available to the selected field Modify them according to your requirements The Output Layout changes when the applicable properties are modified For example changing Width property of the field results with the changed width in the Output Layout line Output Format f Fixed Length User Charges In Pennies Phone Number Mo Dashes Width Dec 1 CR 13 C LF 10 Right Justify 8 Cal Duration C Left Justify Zero Fill Space Fil variable Length Sy 75 de TALITY Manual When finished editing you can save changes by clicking on the Save As button on the bottom of the screen Note only the Save AS option is available in case of creating P
84. n 3 years of delivery These are the sole remedies for any breach of warranty Licensee agrees that Licensor s liability arising out of contract negligence strict liability in tort or warranty shall not exceed the then existing dealer s cost of TALITY at the time of the claim or the purchase whichever is less Except as specifically provided above Licensor makes no warranty or representation either express or implied with respect to the software or documentation including their quality performance merchantability or fitness for a particular purpose THE ABOVE IS A LIMITED WARRANTY AND IT IS THE ONLY WARRANTY MADE BY LICENSOR LICENSOR MAKES AND LICENSEE RECEIVES NO WARRANTY EXPRESS OR IMPLIED AND THERE ARE EXPRESSLY EXCLUDED ALL WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE LICENSOR SHALL HAVE NO LIABILITY WITH RESPECT TO ITS OBLIGATIONS UNDER THIS AGREEMENT FOR CONSEQUENTIAL EXEMPLARY OR INCIDENTAL DAMAGES EVEN IF IT HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES THE STATED EXPRESS WARRANTY IS IN LIEU OF ALL LIABILITIES OR OBLIGATIONS OF LICENSOR FOR DAMAGES ARISING OUT OF OR IN CONNECTION WITH THE DELIVERY USE OR PERFORMANCE OF TAPIT 8 Governing Law This Agreement shall be governed by the laws of the State of New Jersey and of the United States where applicable and shall inure to the benefit the Licensor its successors administrators heirs and assigns 9 Remedy Limitation of Damages
85. n click on the sort button Hii Notice the table sort order changes accordingly Click on the column s header to sort the list in a new direction dis Edit Destination File Destination File contains most of the area codes and exchanges along with city and state names that may be directly dialed from your area code You can create a new exchange or area code whenever a new one is added There is only one Destination File that is shared among all Carriers including the Default and Operator Assisted If you make a change in the Destination File it will affect all of the Carriers This is also where you identify your local exchanges Note the installation program will identify all or most of your local exchanges Find the area code and exchange for your area Consult your local telephone book for details Check the check box under the Local field To find the Destination File record 1 Click on the Edit Destination File LW toolbar icon Alternately click on Pricing gt Edit Destination File on the main menu The Destination File screen comes up 2 Click on the Search button search for NPA NEX x pnd 79 Begin Cancel Enter the number you would like to look for in the Find text box and click on Begin to proceed with the search 3 The records selector H of the Destination File screen moves to the desired record Hers rasumwry tx r To add new area code or exchange to the Dest
86. n the Recurring Charges screen to save changes 11 If you would like to print a hardcopy of the bill for this room check the Paper Bill option under the Bill Options Biling Email Addresses Bill Options e Paper Bill 7 Email Bill Unbiled Call Charges Last Billed BE iling 20 12 TALITY Manual If you would like to email the bill to the client check the Email Bill option under Bill Options Bill Options V Paper Bill e Email Bill Note Output options specified here are Billing Default Output options for this Guest User 13 14 15 16 17 To enter the sent to email address click on the pencil icon located on the right hand side of the Billing Email Addresses list The Address Book screen appears If you would like to use existing email address select appropriate address book from the Address Book list in the upper right hand corner of the screen hddress Book ia All Contact Billing Contacts Mon Billing Contacts Room 1025 Billing Contacts Email addresses from the selected address book in our case Billing Contacts populate the screen Select the desired email address by checking the box next to the Last Name field Eo Address Book 44 4 gt gt gt Contacts sl 2 2 gt Billing Guest User Guest User Bnew Y LastName First Name Email Address Contact Last Name First Name w fomos rd Perreli David davidp tality com 106 Roomio6
87. names by clicking on Remove All 6 Click on OK to export You will receive a confirmation message when export is completed Click on OK Address Book a The Address Book maintains email contact information for users and guests 7 Click on the Address Book a toolbar icon Alternately click on Controls gt Address Book on the main menu The Address Book screen comes up This screen contains email information of your billing and non billing 81 TALITY Manual contacts fo Address Book o 21x Address Book all Contacts x comtocts zl 2 2 gt Billing Guest User Guest User Dn Y LastName First Name Email Address Contact Last Name First Name ew E Akerman George georgea tality com 1005 Room 1005 Jeffrey jeffreyk tality com a Matthews jamesm tality com GUEST USER Qk X Close 44 4 P FF You can navigate the contacts list by clicking the arrows in the upper left corner of the screen The count of contacts 1s displayed on the top of the screen The sort order button 1s adjacent to 1t The sort order button displays the sort order opposite to the current sort order of the list If you want to reverse the sort order of the list you need to click on the sort order button For example the first column of the Contacts list indicates the current sort order is A to Z The sort order button on the screen shot above displays Z to A If you want to sort the list Z to A you have
88. o install T ality Server Calls will be Upgrade ver 2 4 3 8 or 4d to Tality 5 collected and processed on this PE Upgrade ver 5 5 to T ality 5 07 or later Installshield Back Cancel Select Tality 5 to install TALITY Server Calls will be collected and processed on this PC Click on the Next button NOTE The Tality Sever PC needs to go through registration after Tality has been installed and running To register your software go to www trisys com option Register If not registered the software will stop working in 30 days TALITY Manual The Choose Destination Location screen is brought up Accept the default installation folder or click on the Change button to change a destination drive or folder Click on the Next button The Ready to Install the Program screen appears Click on the Install button Tality 5 InstallShield Wizard E Click Install to begin the installation IF You want to review or change any of pour installation settings click Back Click Cancel to exit the wizard Program installs TALITY files and updates your system Installation program displays a message asking if your TALITY software has a serial number If you have a serial number click on YES otherwise click on NO and TALITY will be installed as a trial version If you have a serial number the Enter Serial Number screen appears Enter your software s serial number Click on OK When installation is completed the
89. on Code field If surcharges defined via Surcharge screen apply to this guest user account check the Apply Surcharge box Check Always Store Authorization Code With Call option if you would like to store the authorization code with a call record in case it has been used to make a phone call In case there is a credit limit for this guest user enter the maximum credit dollar amount into the Credit Limit text box If you would like to apply recurring charges to this guest user click on the Recurring Charges button The screen with the list of the available recurring charges appears To apply the existing recurring charge a Click on the check box corresponding to the desired recurring charge to apply it to this guest user amount Description 10 00 Phone ine Monthy puc b Click on OK To create a new recurring charge a Click on the New button b Enter the recurring charge dollar value into the Amount field Enter short description of the recurring charge into the Description field o gt Select an appropriate time frame from the Applied list 25 TALITY Manual e Recurring charges can be applied Daily Weekly or Monthly f Select Private or Public from the Type list Private recurring charge applies only to this guest user and is not added to the general list of the recurring charges Public is added to the general list of the recurring charges and is listed as one of the choices on the
90. ort Scheduler This section describes how to use this screen when you are running a report However you can use it in the same way no matter what task you are performing Y Guest User Activity Report El ES Select Calls Date Range From 02 23 2007 BA Time To 02 23 2007 Ba Time Phone Cp SGS Eef ser Y Room 1004 Room 1094 bet a YY et Vi I T authorization Codes WI CEE E Room YOO Id E Type Both 7 Exts an HJOrectomi al y Trunk WIE iL Status al EE cal Length gt HH mm ss 00 00 00 ey Save Filter Y Filter List Clear Sor Close 2 If you have a predefined filter you would like to use click on the Filter List button Select the desired filter and either double click on it or click on OK Notice the changes on the filter screen Verify all criteria are correct and click on OK 38 TALITY Manual If you are running one of the Tality reports via this filter screen then depending on the settings in the Output field selected on the previous screen a report will be either printed or it will show up on a screen 3 Incase you do not have a predefined filter you need to enter search criteria manually Pull down the Select Calls list by clicking on the down arrow and choose the appropriate time period for your report If you would like to enter the dates yourself select Date Range from the list This will activate From and To fields and enable you to
91. ort lists all calls made in date and time sequence for the dates selected This is like a laundry list Expanded Phone Activity by Date Report This report lists all calls made in date and time sequence for the dates selected This is like a laundry list Phone Activity by Telephone Number Report This report lists summary information for all calls in telephone number sequence providing statistical data for length and cost Trunk Activity Report The Trunk Activity report lists the call activity for each extension within a trunk 20 Longest Calls Report This report lists the twenty longest calls in descending sequence for the period selected 20 Most Active Extensions Report This report summarizes the call activity for the twenty most active extensions providing statistical data for length and cost 20 Most Frequently Called Phone Numbers Report This report summarizes the call activity for the twenty most frequently called telephone numbers providing statistical data for length and cost 20 Most Expensive Calls Report This report provides detailed information about the twenty most expensive calls Batch Billing Simplified and accurate billing is among many features that make TALITY an ideal product for long term tenant establishments The program offers batch billing for all guests users which makes it a less time consuming and less error prone process The billing screen is designed to generate report giving specific p
92. ove Guest Liser After Billing Default Separate H Long Distance and International Rates Surcharge Operator Calls Still print Bill when Guest User owes recurring charge ONLY CALCULATE ACTUAL CHARGES AFTER GRACE PERIOD DISABLE V amp H PRICING Tality will not use V amp H rates for pricing calls DISABLE CREDIT LIMIT CHECKING if checked Tality will not verify that the Guest User credit limit has been reached DO NOT PRINT ZERO COST CALLS ON BILL if checked no cost calls for example 800 calls or some of the local ones do not appear on bills PRICE OPERATOR CALLS price the 0 calls according to the set rates REMOVE USER AFTER BILLING DEFAULT if checked TALITY deletes Users name after he has been billed This is a default value SEPARATE V amp H LONG DISTANCE AND INTERNATIONALL RATES If checked Tality will price calls differently for LONG DISTANCE and INTERNATIONAL calls Example Create an LD entry under custom pricing and check this option on the system parameters screen Tality will then use the LD entry for domestic LONG DISTANCE and still use V amp H for international pricing SURCHARGE OPERATOR CALLS if checked the surcharges are applied to the 0 calls STILL PRINT BILL WHEN GUEST USER OWES RECURRING CHARGE ONLY If checked Tality will print a Guest User bill when there has not been any phone call activity but you still want to bill for the recurring charge 4 The Guest User Charges tab DEFAULT CREDIT LIMIT
93. p a list of carriers Select the appropriate carrier corresponding to the Trunk field iss Click on OK to save the changes The message Information Saved will appear in the left corner of your main screen 61 TALITY Manual To edit an existing trunk _ 1 Click on the Trunks toolbar icon Alternately click on Pricing gt Trunks on the main menu The Trunks screen comes up 2 To edit trunk number simply place your cursor in the Trunk field of a desired record and type in the new value To edit a carrier select desired carrier form the list 3 Click on OK to save the changes The message Information Saved will appear in the left corner of your main screen To delete a trunk 1 Click on the Trunks toolbar icon Alternately click on Pricing gt Trunks on the main menu The Trunks screen comes up 2 Click anywhere on a desired record to select it Click on Delete button 4 TALITY prompts you to confirm deletion with the message Click on OK The record is deleted To sort trunks al _ The Trunks screen is a combination of rows and columns You can sort this table data using the column headers For example clicking on the Trunk column header sorts pricing table by the Trunk field in the direction A indicated by a sort button El located in the right hand corner of the screen A Z y z To change the sort direction click on the sort button Al Notice the table sort ord
94. path to the Tality50 folder residing on the Tality Server into the Path field or find it using the Directories tree Click on OK Select Tality50 folder on the Tality Server x Select Tality50 folder shared on the Server Path Tr balitySo Directories El E E 44 ER E y TapitTest E Sy Trisys Images 3 42 My Network Places jaca E Educators Advancement Group H extras a 1 LOGO E concel_ The Ready to Install the Program screen appears Click on Install Program installs TALITY files and updates your system When installation is completed the setup program displays a screen with the InstallShield Wizard Complete message Click on Finish It is recommended to restart the computer 10 TALITY Manual Upgrading TALITY ver 5 Follow the instructions below only if you currently have Tality 5 version prior to Tality 5 07 NOTE Please make sure the old TALITY application and the SMDR Monitor are CLOSED before proceeding 1 Insert Tality CD into the CD ROM drive Tality 5 the InstallShield Wizard screen appears Click on the Next button The License Agreement screen comes up Click on the accept the terms of the license agreement option to check it Click on Next The Tality 5 Setup Selection screen comes up Tality 5 InstallShield Wizard Tality 5 Setup Selection Click the type of setup you prefer Tality 5 Description T ality 5 Chent Select this option to upgrade you
95. r T ality ver 5 8 to T ality Upgrade ver 2 3 or dos to Talty 5 5 07 or later on the T ality Server PE only Upgrade ver 5 4 to T ality 5 07 or later Installshield Back Cancel Select Upgrade ver 5 x to Tality 5 07 or later The installation program will upgrade old version of Tality Server Calls will be collected and processed on this PC Click on the Next button to continue NOTE The Tality Sever PC needs to go through registration after Tality has been upgraded To register your software go to www trisys com option Register If not registered the software will stop working in 30 days 11 TALITY Manual 4 Click on Next on the Choose Destination Location screen Tality 5 InstallShield Wizard a Install Tality 5 to EAT ality50 12 TALITY Manual The Ready to Install the Program screen appears Click on Install Tality 5 InstallShield Wizard E xj Click Install to begin the installation IF You want to review or change any of your installation settings click Back Click Cancel to exit the wizard Lance Program installs TALITY files and updates your system Installation program displays a message asking if your TALITY software has a serial number If you have a serial number click on YES otherwise click on NO and TALITY will be installed as a trial version If you have a serial number Enter Serial Number screen appears Enter your software s serial number
96. reen If you deleted a wrong report provided you didn t close the Scheduler screen yet you can bring that report back by clicking on Undo All Undo All Pricing Custom Pricing Custom Pricing screen allows you to enter pricing information to apply cost to the outgoing calls If you do not have V amp H pricing file you will have to price all calls here In case you purchased V amp H pricing file you can overwrite its price settings by entering new prices in Custom Pricing screen and set the prices for the calls which are not included in your V amp H file 1 e operator assisted calls 800 calls 51 TALITY Manual To add a new pricing record a 1 Click on the Custom Pricing a toolbar icon Alternately click on Pricing gt Custom Pricing on the main menu The Custom Pricing screen comes up 2 Click on the New button A new row is highlighted The Call Type first field of the new row is a drop down list When the n new row is created the list displays Enter Number item by default US Calls Only a A If you select any of them the corresponding Number Dialed value appears in the adjacent cell However if the desired call type is not on the list you need to enter the Number Dialed value manually To do this select Enter Number from the Call Type list if not already selected and press on Tab to move to the Number Dialed filed 3 Inthe Number Dialed field type a number consisting of an area code and an exchange or a spe
97. romano eses e a Ml Room 3604 Der25 2004 13 05 00 56604 Show 4 Guests W Users Gor Close You can set the list to view only Guest only Users employees or both by checking appropriate Show check boxes on the bottom of the screen The list can also be sorted by clicking on any of the column headers The current sort column is marked with the appropriate sort order icon AZ for ascending or ZA for descending 1 e Zn d2 23 2004 12 51 00 02 23 2004 12 51 00 As To change the sort order from ascending to descending and vice versa click on the sort icon Fl in the right hand corner of the screen and sort the list of guests users by clicking on one of the column headers Bring up guest user record by selecting the guest user from the list and clicking on OK Alternately you can double click on the guest user 23 TALITY Manual The Change Guest User screen appears Change Guest User z xj Last First MII seper a dL Room 1025 Extensions E HA vA y l f Guest From 05 01 2008 B Time 11 11 User Department M Apply Surcharge Authorization Code fs M always Store Authorization Code vith Call Credit Limit 0 00 EN Recurring Charges Biling Email Addresses Bill Options 4 Paper Bill M Email Bill Wnbilled Call Charges 0 00 Last Biled ff Billing Y Delete ack ndo gt t Close To change Last Name First Name and Middle Initial fields type th
98. seres t stent crtene op E a Seine EEE pea E E EEEE EE ete 88 SMDR Motttor SEMNE a a aerate aang teases 89 EY COMP OE O BOG sia center esanee tcc tere cccus ten direcion 89 ONG POON A A A teeee os ate 89 TALITY Manual A sot cteio ea eatiea are shces aes sabsactaintaneedeai ceased sasactsiecaania ten ine sae eesseeaneetaeeye coca aa tate eeanaes 90 Tesine SMDR MOMI eereeeeeenre re meet e AN 90 ia E AN 90 Socios A A E see saan tas Trees ee eee 90 ooo ON ETOS a a E AN 90 GA a A A cath Sau 91 DORI ale LICC COTO AAA a E 92 TALITY Manual Intoduction Introduction Overview TALITY is a call management and accounting software package designed to report on phone activity of a business The program s interface is user friendly and the amount of data entry is reduced to the minimum in order to fit the busy schedules of the personnel and practically eliminate software training In a very smooth consistent and comprehensible way our product deals with the check in and billing procedures report printing surcharges multipliers pricing etc Here are just some of the features e P M S Interface for all Property Management Systems on the market today e Credit limit e Fully flexible pricing with surcharges e Multiple extension assignment under one room TALITY supports e Unlimited telephone extensions e Unlimited number of telephone lines e Unlimited number of users TALITY Manual System Requirements System Requirements
99. strict condition that they may not be distributed or modified in any way without the prior written approval of the Licensor Any copies other than as set forth herein are illegal and will cause the License to be breached automatically 5 Ownership of the Program Licensee acknowledges that the program materials identified herein are and remain the sole and exclusive property of the Licensor The program materials may not be resold given or otherwise transmitted by the Licensee to any other third party or parties or reused by the Licensee in any other application without the express written consent of the Licensor LICENSEE MAY NOT COPY MODIFY TRANSFER OR TRANSLATE THE PROGRAMS OR RELATED DOCUMENTATION EXCEPT AS EXPRESSLY PROVIDED FOR IN THIS AGREEMENT 6 Copyright The program materials are copyrighted All other copies of the programs and their related documentation in the possession of the Licensee are in violation of this license and Licensee agrees to destroy them and or allow the Licensor to destroy them if the Licensee is unable or unwilling to do so 7 Warranty 92 TALITY Manual Licensor warrants that TALITY will substantially conform to its current published specifications when installed and will be free of defects that substantially affect system performance Licensor will correct substantial software errors at no charge provided the Licensee returns complete TALITY with a dated proof of purchase to Licensor withi
100. t 3 When you are done with your selection click on OK Selection screen closes and the Filter screen reflects new criteria 5 Select the direction Incoming Outgoing Both of calls you want to include in the report by choosing appropriate item form the Direction pull down list 39 10 TALITY Manual Select the appropriate type of extensions included in the report from the Ext Type list Extension type is oo by whom it belongs to If this is an extension assigned to a user then it is User Extension Guest Extensions User Extensions If call duration is one of the criteria you would like to use specify it accordingly using the Call Length field Call Length HH MM SS According to the above example the report will include all calls with the duration equal to or greater than 30 seconds Once you have entered report criteria you can save them as a filter for future use by clicking on the Save Filter el Save Filter button The Save Filter screen comes up Enter the name for this filter and click on OK The filter is saved If you are scheduling a report via this filter screen Back 444 Finished re Click on the Finished button to schedule this report Otherwise click on the OK button to run the report If there are no records found for the specified criteria you will be notified with the message No Matching Records Found Otherwise TALITY proceeds with generating of the report Y Clear However if you
101. t reports by default A user will be able to change this setting individually for any given report on via the Tality Report screen HIGHLIGHT ALTERNATING REPORT ROWS DEFAULT check this option if you want all report to have every other row highlighted by default A user will be able to change this setting individually for any given report on via the Tality Report screen DISPLAY AUTHORIZATION CODE DEFAULT check this option if you want to show authorization code on the reports where applicable by default A user will be able to change this setting individually for any given report on via the Tality Report screen The Other tab AUTO ARCHIVE OPTIMIZE set this option 1f you would like the call records be archived and optimized periodically In our example the calls will be archived and optimized automatically every week Run Weekly on Monday Day Mon at 2 AM hh mm 02 00 HH Ml Run Day Auto Archive Optimize on at Save Archived Calls For how long would you like to keep call records in the archive location While in archive database the records are available for reporting If you do not want to save call records at all enter O for months and records will be marked for deletion TALITY will actually delete them after the auto archive optimize runs as scheduled 70 TALITY Manual View click on this button to view archive optimize log Clear click on this button to clear archive optimize log Room Label enter a l
102. ta from your telephone system That 1s why 1f you choose to interface with the PMS system via COM Port Serial or RS 232 port make sure that this port doesn t conflict with the dedicated one To define the PMS parameters 1 Click on the Property Management System a toolbar icon Alternately click on Controls gt Property Management System on the main menu The Property Management System screen comes up 2 Click on the down arrow of the System box to invoke the list of the available systems Select the appropriate Property Management System Ca Fo rmat System Mal da TALITY Manual ad Format In case your Property Management System is not on the list click on the Format button Format The Format screen appears From this screen a custom record layout can be designed to meet your specific needs Communications Communications Pull down the Port listing Select available COM Port or choose File If you selected File option the Select File button and the File Name text box become active Enter the path to the file that your Property Management System can work with into the text box or browse for it by clicking on Select File button Enter communication parameters Baud Parity Data Bits and Stop Bits Flow Control Flor Control C No Flow Control ACK MAK C XON XOFF Depending on your Property Management System s requirements check one of the 3 option buttons in the Flow Control option group No Flow Con
103. tep foriesizone Ex 8 01 o0 ossos 17s 0048 y out v f1 eon szeses2 1 00 8 Go to the recosting options located in the right hand lower corner of the Call Editor screen To go back to the before filter selection click on the Clear button 9 Click on the down arrow of the Recosting list to select type of recosting you want to perform Recosting Replace Quick Recast Add Flat Amount Percentage Adjust Percentage Adjust Add Flat Amount Add Plat Amount Percentage Adjust Replace With Flak Amount Quick Recost current charges are recalculated based on the Custom Pricing and the V amp H rate tables Add Flat Amount existing charges the specified flat dollar amount Percentage Adjust existing charges the specified percentage of the existing charges 59 TALITY Manual For example if the Actual Cost is 5 00 recosting by 10 with Percentage Adjust would result in increasing Actual Cost by 50 cents 10 of 5 00 Actual Cost would change to 5 50 Percentage Adjust Add Flat Amount existing charges the specified percentage of the existing charges the specified flat dollar amount For example recosting a record with actual cost of 1 00 and amount charged of 1 00 and applying the following criteria Recosting Percentage Flat Amount Percentage Adjust Add Plat Amount Actual Cost 50 00 MECA eth Byrecost Recost All Amount Charged j results in actual cost and amount ch
104. toolbar icon Alternately click on Guest User gt Add Guest User on the main menu The Add Guest User screen appears 34 TALITY Manual to 2 Check the User option button The Edit Department List button is located next to the Department list and is now enabled Click on it to open the Department screen Departments Accounting IT er J Edit Delete wt Undo rb Close To add a department 1 Click on the Add Guest User toolbar icon Alternately click on Guest User gt Add Guest User on the main menu The Add Guest User screen appears a 2 Check the User option button The Edit Department List button is located next to the Department list and is now enabled Click on it to open the Department screen Click on the New button 4 Enter description for the new department Click on OK 5 Click on OK to save changes and exit the Department screen To edit a department 1 Click on the Add Guest User toolbar icon Alternately click on Guest User gt Add Guest User on the main menu The Add Guest User screen appears a 2 Check the User option button The Edit Department List button is located next to the Department list and is now enabled Click on it to open the Department screen 3 The Department screen contains a list of all existing departments Select the desired department and click on Edit 4 Overwrite the existing description with a new one Click on OK Click on OK to save
105. trol the Tality sends a record to PMS and does not require any acknowledgement ACK NAK sending of a call record to PMS has to be acknowledged by Tality software This is a default value XON XOFF sending of a call record to PMS has to be acknowledged by hardware Checksum Checksum None BCC LRC Block ControliLongitudinal Redundancy Check C CRE Cyclic Redundancy Check ENQ EMG Transmit ENQ 05h before each call record Max attempts to transmit ENO OSH ENQ check box enables you to transmit the inquiry to the PMS system before the record is sent to verify if the system is ready to receive data This option is only available with ACK NAK type of flow control Timers Timers Max attempts to transmit call record LS Max time to wait for ACK NAK Secs 1 Max delay between call records Secs me Maximum attempts to transmit call record how many times Tality will attempt to send out the same call record Available only for the ACK NAK flow control 73 10 11 TALITY Manual Maximum time to wait for ACK NAK Secs how long Tality will wait for an acknowledgment of record receipt form PMS If an acknowledging signal is not received on time the record is regarded as not sent and Tality will attempt to send it out again This option is available for the ACK NAK flow control only Maximum delay between call records Secs time interval TALITY will be waiting before sending next
106. uler screen comes up Select the desired report from by clicking on the spreadsheet row corresponding to it Tality Report GuestiUser Activity Click on the Edit button The Tality Reports screen comes up The names of the available reports are displayed on the left hand side panel Click on the option button corresponding to the desired report to select it The left hand side panel contains options that pertain to the selected report All reports have an option of having alternate rows highlighted for better readability This option is by default turned on Highlight Alternating Report Rows 5 Some of the reports can be run as Detail or Summary In that case Type list is available and you can select the desired report format Longest Calls Most Active Extensions Most Frequently Called Phone Numbers and Most Expensive Calls reports have an option to report on a specified number of records counting down from the top Top 20 El Some of the detail reports can be printed starting new groups with new pages For example detail report Phone Activity by Authorization Code can be printed with a new page for each new Authorization Code M New Page For Each Authorization Code In our example we also checked Reset to Page 1 option Each new Authorization Code will start with a new page and the page numbers will restart from number 1 with each new section Select how frequently the scheduled report should be ran from the Run l
107. view mode once generated the report screen displays a side menu Pa e 10112 q gt Displays the current page number and the total page count 4 4 gt Dl gt Click on the arrows to navigate through pages La gt Use the Go to page button to go to a specific page gt This list contains view options Whole Page display one whole page in its Pren 65 displays report page s 65 of original size 100 displays report page s 100 of original size gt Select between one or two page view two page view is not available when Whole Page is selected gt Print the report Print Page a gt Print Page print the currently viewed page only Ez Reset gt Reset brings up the filter screen and allows for changing filter criteria and running this report again iis Close gt Close closes the report screen Delete Guest User 1 Click on the Change Guest User toolbar icon Alternately click on Guest User gt Change Guest User Information on the main menu A list of guests users appears on the screen 32 TALITY Manual Guest User List Guest User Records Al Authorization Room 3531 Dejz3f2004 12 51 00 3531 just Room 367 02 23 2004 12 55 00 3671 Guest ICE TETERA CT IE EE rom 2esr Jooasyanorrsnaoo fees Joa fems oeo asas ome SSSC dCSSCSCS rconzess een 13000 sess ame rcomasor earn 1300 over eme femo o n em

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