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Using the Toll Free Call Plan template

  • Call Plan Template - requests may be submitted directly in Control Center to modify the rules and/or features of a call plan for 1 to 1,000 Switched or Dedicated Toll Free numbers and supports the following:

    • Order Types – Change

    • Enhanced Features –Day of Week, Day of Year, Geographical Routing, Percentage Allocation and/or Time of Day

    • Terminating Features – DTO, DNIS, ISO and/or STG

To use the Toll Free Call Plan Template:

  1. Click Inventory, then click Inventory.

    Control Center displays a list of all services assigned to the accounts under your enterprise ID. If you have more than 10 services, you can view the rest of your services by clicking one of the blue linked Show numbers at the top of the list or you can click the blue down arrow at the bottom of the list to add 10 services at a time to the view.
Inventory
  1. Search for the service in one of these ways:

    • Sort your services using the Sort by… list (e.g., Service Type). You can toggle between descending and ascending order using the arrow to the right of the Sort by… list.

    • Filter your services by selecting an option from the View All (Default) list.

    • Search for a specific service (by service type, account, etc.) using the Search by… field and search box. (To search using multiple search criteria, click Advanced Search, then fill in your search criteria and click Apply Search Filters. When you're done, click Close Advanced Search.)
  1. Click on any 8XX number to open the accordion and and Navigate to Details View.
  1. Scroll down to Call Plan Template and click on the accordion to open it. Existing Call Plan Templates are listed.
whsl inventory toll free number call plan template accordion open

On the Call Plan Templates landing page, you can Edit or Delete Call Plan Templates (also can do this on Call Plan Template List link).

  1. Click on the Create Call Plan Template link. Enter Call Template Name and Description, and select No or Yes for "Would you like to make a copy from an existing template?"
  1. Click Go.
whsl inventory tfn call plan template create call plan template
  1. Complete the Call Plan by selecting the DED (Dedicated) or SWI (Switched) Terminating Route Type.
whsl inventory tfn call plan template create call plan template new
  1. For SWI (Switched), use Add ANI to the List button.  Enter the ANI in the Value and Description fields (the Description will be displayed in the ANI list).
  1. Click the Add button in Add Terminating Addresses pop up window.
  1. Click the Done button.
whsl inventory tfn call plan template create new terminating route type swi add ani to list
  1. For DED (Dedicated), check the box for OverFlow if desired.  Overflow displays 1st DTO, 2nd DTO and ANI fields.  Follow above steps to Add ANI to the List, and they will display in the ANI field for DED Terminating Route Type.
  1. Click the Done button.
whsl inventory tfn call plan template create new terminating route type ded overflow
  1. After clicking the Done button, the Global Default is displayed.  To add enhanced features, click the down arrow and select Add New Feature.
whsl inventory tfn call plan template create new global default add new feature
  1. Add New Feature is displayed. Select Feature from the list.
whsl inventory tfn call plan template create new global default add new feature select feature
  1. Select the Default Routing Type and Time Zone, then click the Add Rule button; you can click the Save button to make additional changes (click on the feature to display Add New Feature, Delete Feature, Add New Rule, Copy Feature & Children).
8xx call plan template create call plan template global default add new feature feature details
whsl inventory tfn call plan template create new global default feature options
  1. After clicking the Add Rule button, the Edit Rule Details screen will appear.
8xx call plan template create call plan template global default feature routing
  1. Select the Default Routing Type, the Terminating Type, and Routing Criteria.  Click the Update button. The Feature Routing has been added to the Call Plan Template.
  1. Click Save Call Plan Template button (you may need to scroll down).  Confirmation message is displayed: Call Plan Template has been saved.

whsl inventory toll free number call plan template accordion open
  1. On the Call Plan Template accordion, click the Assign Call Plan Template link.
whsl inventory tfn call plan template assign call plan template
  1. Select the Call Plan Template from the drop down list. Copy and paste or type the Toll Free Numbers in the box. Click the Next button.

    Note: There is a Maximum Limit of 1,000 toll free numbers.
whsl inventory tfn call plan template assign call plan template ready to submit

Example of Dedicated Terminating Address Type Call Plan with DNIS fields.

  1. Populate the DNIS fields, if appropriate. DNIS fields will support numeric digits only.  No alpha characters or leading zeros will be accepted.  DNIS must be 2-10 digits long.
8xx call plan template assign call plan template ready to submit ded dnis
  1. Click the Submit button.  A confirmation message will display: "The Toll Free numbers have been submitted for update. Please check View Status."

whsl inventory toll free number call plan template accordion open
  1. On the Call Plan Template accordion, click the View Status link.
whsl inventory tfn call plan template view status
  1. Select the Template to view by clicking on the hyperlink in the Status column.
whsl inventory tfn call plan template view status details

Note:  You may view the Status of Templates in Complete or Complete with Error status only.  Reports In Progress are not available for viewing.

You will be presented with the results of the toll free submission.  The results will detail:

  • Total Number of Toll Free Numbers submitted
  • Number of Toll Free Numbers that failed
  • Number of Toll Free Numbers that cleared

Click the Back button to return to View Status.