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Author: TGCCR
Copyright Notice
1997-1999, Enterprise Computer Telephony Forum.
This document is copyrighted and all rights are reserved by the Enterprise Computer
Telephony Forum (ECTF).
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R.100 Revision History ECTF Proprietary
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Revision History
Issue Date Author Description Of Changes
Number
0.06 February 15, 1999 Chuan Chee Minor edits for TGCCR committee vote.
1.00 February 16, 1999 Chuan Chee Minor edits for ECTF straw vote.
1.01 June 28, 1999 Judi Brodil Made spelling consistent with US English.
Corrected some grammar.
1.03 September 2, 1999 Chuan Chee More changes based on Straw Vote
feedback.
1.04 September 23, 1999 Berny MacLeod More changes based on Straw Vote
feedback. Submitted to ECTF for October
1999 meeting.
1.05 September 27, 1999 Chuan Chee Minor editorial changes. Included change
bars for Issue 1.04 and 1.05. Issued to
ECTF as an errata.
1.06 October 8, 1999 Chuan Chee Minor editorial changes. Issue 1.04 and
1.05 change bars removed. New change
bars used.
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R.100 Table of Contents ECTF Proprietary
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Table of Contents
COPYRIGHT NOTICE ....................................................................................................................... II
TABLE OF CONTENTS.....................................................................................................................IV
1 INTRODUCTION ......................................................................................................................1-1
1.1 OVERVIEW .......................................................................................................................1-1
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4 EVENTS...................................................................................................................................4-1
5 SCENARIOS .............................................................................................................................5-1
5.1 OVERVIEW .......................................................................................................................5-1
5.2.1 This Scenario is copied from ECMA TR 68 - (3.1 Successful Make Call) .............5-3
5.3.1 This Scenario is copied from ECMA TR 68 - (6.1 Successful Consultation Call)..5-7
5.4.1 This Scenario is copied from ECMA TR 68 - (9.1 Conference Call Service).......5-12
5.5.1 This Scenario is copied from ECMA TR 68 - (14.2 Incoming call to ACD with no
available agents).................................................................................................................5-15
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9 THREADS ................................................................................................................................9-1
9.1 OVERVIEW .......................................................................................................................9-1
10 THREAD RECORD.................................................................................................................10-1
10.1 RECORD STRUCTURE .....................................................................................................10-1
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R.100 Introduction ECTF Proprietary
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1 Introduction
1.1 Overview
In January 1997, the Task Group for Call Center Reporting (TGCCR) held its first
meeting within ECTF.
Simplify the collection and reporting of data within the call center environment through
standardization.
1.1.1.1 Goals
The proliferation of devices that participate in a call has resulted in the fragmentation of
call data such that data on segments of a single call may be stored in several entities
within a Call Center.
Businesses are increasingly driven by statistical data and the inability to correlate data for
a single call from separate entities is a business inhibitor.
This paper addresses a group of techniques that when applied, will consistently permit the
consolidation and correlation of data within the Call Center environment.
• define a common terminology for elements within the call center environment, having
detail and granularity that uniquely and comprehensively differentiates them
• define minimum data sets that shall be available from Call Center functions
• define a common tracking method from call initiation to conclusion regardless of the
number of segments
1.1.2 Scope
R100 addresses the area of Call Centers that has the most pre-existing specifications, as
this ensures a well-defined and solid basis for the derived terminology.
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The work of the group has focused on the ACD. The ACD has modeling and standards,
which has been used as a foundation to build upon.
In producing this document, considerable effort was expended to ensure that the
modeling would survive when considering current and future call transports and
Computer Telephony implementation.
This model is applicable in environments that implement some or all of the following:
• Intelligent Networks
• IP networks
1.1.3 Method
Call scenarios1 and flows2 from ECMA and Versit have been examined and converted
from device-oriented to call-oriented tables. Each event in the scenarios was examined
for timers and counters that should be started/stopped or incremented/decrement at this
stage of the call.
The data associated with each timer and counter has been named and defined.
Higher levels of definition have been derived from the granular data associated with each
event. Examples of these high level definitions include Call Duration and Service Level.
1
Scenarios for Computer Supported Telecommunications Applications (CSTA) Phase II, ECMA Technical Report
TR/68, 1994.
2
versit Computer Telephony Integration (CTI) Encyclopedia Volume 4: Call Flow Scenarios, Revision 1.0, October
1996.
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Threads
comprising of Call Records
Applied to
Call Records
comprising of Call Segments
State Transition
Table Call Segments
Produces data for
Single instances of
state transitions
1.2 Summary
This section describes the traditional Call Center model and defines the generic model
that R.100 utilizes.
1.2.3 Events
Events are generated to describe the change of state within a call. This section describes
the use of event within R.100.
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1.2.4 Scenarios
This section includes the R.100 call-oriented scenarios derived from the CSTA device-
oriented scenarios.
This table describes the timers and counters which are generated at each state transition
and is core to the R.100 models.
As Functions (see “Call Center Reporting Terminology”) may reside in different time
zones, or even keep a local clock, a method of synchronizing time is important. R.100
uses UTC.
In order to provide the granularity of data required within reporting, a call record
structure has been defined. This section describes the Call Record (Segmented) with Call
Segments and a fixed-length Call Record.
1.2.8 Threads
It is important within Call Center reporting that a call can be tracked from Cradle to
Grave across Functions. The concept of a Thread is introduced.
R.100 uses the concept of an Area of Visibility rather than just an ACD, IVR etc. It
describes the scope for Call Center reporting.
This section shows the calculations for deriving the Counts and Timers from the Call
Record information.
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1.3 Conformance
In order to conform, an application may use some or all of the terms and definitions
described within R.100. Where only some terms are used, all of the component parts
within the term shall also use the definitions as described.
An application that conforms to R.100 shall use the terminology of R.100 only where the
application explicitly complies with the meanings, values and methods contained within
R.100.
Where a company conforms in all respects except in using aliases for words in R.100
(e.g. Held in Queue rather than Delayed) the company shall include a translation table
which explicitly indicates the ECTF acceptable definition and formulas for the user(s).
Where the application deviates from R.100, it shall use a different terminology not
described within R.100. The application documentation shall explicitly indicate those
areas where the application deviates from R.100.
1.4 Phasing
• IVR
• Multimedia
• Dialers
• Workforce Management
• Messaging
• Enterprise Data
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The scope of this section covers definitions and statistics for the ACD only.
Bold Text denotes an item that is defined within the glossary. If the item is referred to within
a description, you will find the item defined in its own right within the glossary.
@MP Shorthand expression used within this document to denote that the value is
calculated at the Monitoring Point.
Where a calculation appears, or is described, it should be taken as read, that the result shall be
calculated within the Reporting Period.
Where an activity spans the boundary of a Reporting Interval, the data shall be collected at the
end of the activity but will appear in the report, in the Reporting Interval in which the activity
started.
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A
Abandoned The caller Disconnects while in any of the following base call states:
Received/Delivered, Delayed, or Distributed.
tcAbandoned @MP
Abandoned Calls This is the number of calls which were Abandoned by callers during
After or after receiving an Announcement (Non-Interactive or
Announcement Interactive).
Abandoned Calls This is the number of calls which were Abandoned by callers prior
Before to receiving an Announcement (Non-Interactive or Interactive).
Announcement
Abandoned During This is the number of calls that were terminated by callers, where the
Suspended Calls calls were answered by an Agent, but currently in a Suspended call
state.
Abandoned During Calls that were terminated by callers while in the Distributed call
Distributed state.
Abandoned During Calls that were terminated by callers while in the Delayed call state.
Delayed
Abandoned This is the total number of calls that were Abandoned while in the
During Delayed Delayed state.
Calls
tcAbandonedDuringDelayed @MP
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Abandoned This is the total duration of calls that were Abandoned while in the
During Delayed Delayed state. A call may enter multiple Delayed states (via the
Duration Diverted state); in this case, the total duration only consists of
durations within the Delayed states (does not include durations within
the Distributed or Diverted states).
ttAbandonedDuringDelayed @MP
Abandoned This is the total number of calls that were Abandoned while in the
During Distributed state.
Distributed Calls
tcAbandonedDuringDistributed @MP
Abandoned This is the total duration of calls that were Abandoned while in the
During Distributed state. A call may enter multiple Distributed states (via
Distributed the Diverted state); in this case, the total duration only consists of
Duration durations within the Distributed states (does not include durations
within the Delayed or Diverted states).
ttAbandonedDuringDistributed @MP
ACD Call A call becomes an ACD Call the moment it enters an ACD Entry
Point and remains an ACD Call until the call completes.
ACD Entry Point The point at which the ACD or assumes control of the call routing.
The generic term for Application, Vector, ACD Group, etc.
ACD Exit Point Denotes an application, which makes outgoing calls on behalf of
agents (Predictive and Preview Dialers).
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Agent (NonACD) Denotes an Agent that is logged onto the ACD and using the
NonACD function of the Agent set.
Agent ID The information entered by an Agent, which puts them into the
Logged On state.
Usage Note
Case 1. The Agent cannot make or receive any new calls while this
activity is happening. Within reporting, this time will be attributed to
the agent as Connected Time.Case 2. If the caller cannot go back to
the agent, like in Directory Service, then the call will be treated as
though it has been transferred to the device. The Agent will become
Available and the Connected Timer will stop.
Area of Visibility The scope for call center reporting. Any calls crossing the boundary
are considered external to the area of visibility, either incoming or
outgoing. Any calls originating and terminating within the area of
visibility are considered as internal. For reporting purposes this may
consist of a single customer premise ACD, multiple ACD nodes at
different locations and/or ACD within the Network. This definition
also includes any other ACD functions related to call routing
including IVR and skill based routing, etc. The area of visibility may
consist of one or more Application Domains as defined by ECMA
TR/72.
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Automatic Call Distributes incoming calls to agents in some logical pattern based
Distributor upon predetermined instructions.
Automatic A service provided by the network that provides the billing directory
Number number associated with a calling device. The number provided by
Identification ANI will not always be the same as the number of the calling device.
Outside of North America, this service is called Calling Line Identity
(CLI).
Average This is the average duration of calls that were Abandoned while in
Abandoned the Delayed state.
During Delayed
Duration Total Abandoned During Delayed Duration
Total Abandoned During Delayed Calls
Average This is the average Delayed duration of Connected calls that entered
Connected the Delayed state.
Delayed Call
Delayed Duration Total Delayed Connected Delayed Duration
Total Connected Delayed Calls
Average This is the average duration a call was Distributed before callers
Abandoned Abandoned.
During
Distributed Total Abandoned During Distributed Duration
Duration Total Abandoned During Distributed Calls
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Average Wait This is the average Wait Duration of Received calls. This only
Duration applies to incoming and internal calls.
Wait Duration
Received Calls
Average This is the average Wait Duration of all calls that Abandoned.
Abandoned Call
Wait Duration Abandoned Duration
Abandoned Calls
Average This is the average Wait Duration of all calls that Connected.
Connected Call
Wait Duration Connected Call Wait Duration
Connected Calls
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B
Business Data A pointer to Corporate data associated with this Thread Record. The
content of the Business Data is not defined within this document.
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C
Call A switching function communications relationship (generally)
between two or more devices. During some circumstances, including
set-up and release, there may be only one device. A thing that happens
between two or more parties. Commonly referred to as a hangover.
Call Record A record containing data fields about a single Call. There are two
types of Call Records for reporting purposes; Segmented and Fixed.
Note: This is not synonymous with ECMA TR/72 Call Detail Record
Call Record - Fixed call record. This record has fields calculated from the
Fixed segmented call record. This record exists (i.e., accessible by other
applications) once the call finishes (i.e., terminates at the Null call
state).
Call Record - Segmented call record. This record has fields populated from CSTA
Segmented events. This record exists when a call starts. It consists of a header
record and one or more call segments. Each call segment record is
created at the termination of each call state.
Call Related Information collected from the caller- may be more than one piece of
Information information;e.g., account #, language preference, etc. Typically this
information is used for routing and CTI purposes. Refer to ECMA
TR/72.
Call State A description of the status of a call. During the lifetime of a call, it
can have many call states, but only one at a time. The status of a call
is independent of the status of any devices involved in this call.
Base call states represent the state of the call at a given point: null,
pending, originated, received, delayed, diverted, distributed,
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Completed Calls Calls which have been connected and then finished (a finished call is
classed as a call where one party has disconnected at this Monitoring
Point).
tcCompleted @MP
Conduit A call transport device providing connectivity with one or more end
points. The industry refers to these as trunks, timeslots, frames, and
channels.
Connected Calls The number of calls that entered the Connected state.
tcConnected @MP
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Connected Call This is the total Distribution duration of Connected calls. This
Distributed provides a statistic for the Agent Area of Visibility. A call may enter
Duration multiple Distributed states (via the Diverted state); in this case, the
total duration only consists of durations within the Distributed states
(does not include durations within the Delayed or Diverted states).
ttDistributedConnected @MP
Connected Calls The number of all calls that were Connected prior to the Wait
Before Wait Threshold.
Threshold
tcConnectedBeforeWaitThreshold
Connected Not A Connected Call that did not enter the Delayed state.
Delayed Call
Connected Point In some systems, calls are brought to the Agent and in others, the
Agent is brought to the call. The Connected Point represents that
meeting point A logical set of agents with a common identifier. The
identifier represents this set of agents and may be a group number or
a particular skill set. The Connected Point may exist with zero agents.
Cradle to Grave This is a concept that allows users to track a thread and all its
Reporting associated calls. Reporting starts at the first Area of Visibility
(inception of the thread).
A thread may not be completed at the time of the report request. The
report indicates that the thread is still active.
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D
Delayed Delay Logic is applied to the call.
Delay Logic There are two types of delays, Discretionary and Availability.
Delayed Calls The number of all calls that entered the Delayed call state.
tcDelayed @MP
ttDelayed @MP
Disconnected This is the total number of calls that were Disconnected while in the
Suspended Calls Suspended state.
tcDisconnectedSuspended @MP
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Distributed Calls The number of all calls that entered the Distributed call state.
tcDistributed @MP
Diverted A call has been redirected and is no longer present at the device.
DN Directory Number.
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E
Event A transition between two CSTA call states. CSTA compliant
systems use messages to indicate an event has taken place.
Exceptions User definable areas for reporting which are outside the acceptable
range.
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F
FTE Agents Full Time Equivalent Agents. Equivalent number of agents
working full time during a reporting period. Agents may only be
Logged On for part of the reporting period. The Logged On time is
equivalent to a partial agent working during the reporting period.
For example:
1 x 15 = 15 = 0.5 Agent )
1 x 24 = 24 = 0.8 Agent )
1 x 24 = 24 = 0.8 Agent ) so, 85 = 2.8 FTE (and not 4)
1 x 30 = 30 = 1.0 Agent ) 30
85
Function A single call processing entity within a call center. These are call
center hardware and software applications. E.g. ACD, IVR, CTI
Applications and Predictive Dialers. This Function ID consists of
application and hardware IDs that will provide the tracking of calls
via the Thread Record, across the different “functions”.
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I
ID Identifier (Identification)
Identification A number that can be associated with an object within the call
Center. The association for the number does not have to be unique
within the call Center, for example Agent 007, Trunk 007, The
number shall be unique within the class of objects (i.e. two Agent
007 cannot exist concurrently - unless they are a double agent).
Identity A unique entity that can be the source or destination of a call. For
example; DN, IP address, URL, Portable Number, Personal
Number. Not to be confused with Identification or ID.
Idle A call state in which there is no relation between the call and a
device i.e. the call does not exist.
Incoming Call A call originating outside and entering the Area of Visibility.
Internal Call A call that originates and terminates within the Area of Visibility.
Initiated A call state in which there is a single device associated with the
call, the device goes off hook.
Interactive Voice A call center function which allows interaction between it and the
Response caller usually via DTMF tones. Tones are initiated by the caller to
select menu items for input of say, bank account number, or a
choice of routing within the call center to agents with a particular
skill. An IVR may be set up as Agent.
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M
Monitoring Point A call can involve one or more physical or logical entities within a
Call Center. Statistics can be measured at each of these entities. For
the purposes of reporting, these are called Monitoring Points.
Usage Note:
Statistics at any monitoring point are not generally the same as the
equivalent statistics at any other monitoring point; for example,
Completed Calls at the ACD Entry Point and Completed Calls at
the Agent Group.
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N
No Delay ACD calls routed directly to an Agent position without
encountering Delay Logic.
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O
Originated A call state which indicates that input activity is complete.
Outgoing Call A call originating within and leaving the Area of Visibility.
Overflowed In Received Calls that originated at another ACD Entry Point and
have subsequently been Diverted to this ACD Entry Point for
service.
Overflowed Out Received Calls for this ACD Entry Point which were Diverted to
another ACD Entry Point for service.
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P
Pending A Call State where the Agent is entering a Directory Number.
Personal Greeting A device which provides passive messages, music or both to callers
once they have been routed to an Agent. Time in Personal Greeting
shall be considered as part of the Connected state.
Predictive Dialer The predictive dialer uses an algorithm to predict which agents will
be free to take calls made on their behalf. The predictive dialer also
decides whether to place calls to the agent. This predictive dialer
may be part of the same or a separate Area of Visibility.
Preview Call Usually an application which presents the Agent with a prospect’s
account information and/or phone number that appear on the screen
before the call is made. The Agent typically reviews the account
information and if the agent wants to make the call, hits a key and
the computer dials the number.
Progressive Call Slightly more automated than preview dialing. Once an agent
becomes available/free, a call is launched on their behalf but the
customer data is not displayed until after the number is dialed,
giving the agent less time to review the screen and even less time
between calls.
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R
Received A call is being presented providing the opportunity to accept,
deflect, reject or issue other services.
Received Calls The number of all calls that entered the Received call state.
Reporting Period The time span to which the data in the report applies e.g. 0900-
1400, Monday-Friday, Jan-Aug or Jan to Aug for Mondays only.
Reporting Interval The time interval e.g. 0900-0930, 0900-0917 to which this
row/column of data applies.
Routing Logic That part of an ACD that makes routing decisions that optimize the
call progress through the ACD based on pre-determined rules.
These rules may range from simple overflow parameters to
complex neural networks. Routing Logic comprises of two parts:
Delay Logic
There are two types of delay, Discretionary and Availability.
Discretionary delay is that which has been deliberately introduced
into the call. This is often a pre-recorded announcement which may
be programmed as follows: “all calls to this call center may be
monitored for quality purposes”.
Availability delay is usually caused because agents are not
immediately available to answer the call and the call waits.
Distribution
That part of the routing logic that delivers the call to the agent.
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S
Service Level Service Level is a Call Center measure of performance. TGCCR
recognizes that many variations of Service Level calculation are in
common usage.
TGCCR discussed this at great length and have derived the following
formula for a Universal Service Level calculation.
(Connected Calls Before Wait Threshold + Abandoned Calls Before X Threshold) x 100%
(Connected Calls + Abandoned Calls - Abandoned Calls Before Y Threshold)
Variant 1
Variant 2
(Connected Calls Before Wait Threshold + Abandoned Calls Before X Threshold) x 100%
Connected Calls + Abandoned Calls
Variant 3
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Variant 4
Examples of Variants
The different variants of the calculation currently exist within the industry
and give different resulting Service Level %. Different industries define
what is acceptable to their sector.
Results:
Variant 1
Connected Calls Before Wait Threshold x 100% 500x100% 50%
Connected Calls + Abandoned Calls 1000
Variant 2
(Connected Calls Before Wait Threshold + Abandoned Calls Before X Threshold) x 100% (500+200) x100% 70%
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Variant 3
Connected Calls Before Wait Threshold x100% 500x100% 55%
(Connected Calls + Abandoned Calls - Abandoned Calls Before Y Threshold) (1000-100)
Variant 4
Connected Calls Before Wait Threshold x100% 500x100% 71%
Connected Calls 700
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Source and Routing which usually takes place related to the ANI or DNIS.
Destination Routing
CTI Applications allow for much more complex routing (some
vendors refer to this as Post Dialed Routing) based on information
collected from the caller after they have entered the Network.
Where the CTI Routing is part of the Area of Visibility then the
routing is considered as Routing Logic (Delay Logic).
Suspended call state A call state in which the device is inactively participating in a call.
This call state includes logical participation in a call while physical
participation is suspended.
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T
Thread A Thread has a Record that contains a globally unique identifier,
which is passed between any ECTF compliant Functions. Thread
Records allow reporting on all calls in a logical sequence. A Thread
ID will be generated at the first ECTF compliant Function and
propagated to any other ECTF compliant Function. As soon as a call
is passed to a non-ECTF compliant Function or via a non-ECTF
compliant Conduit the Thread Record is completed and a new Thread
generated at the next ECTF compliant Function.
Total <type>
<direction>
Handled Duration ttConnected<type><direction> + ttSuspended<type><direction>
Transferred A call state in which a call is redirected from one place to another for
service. A transfer call may be redirected to another Agent, an ACD
Entry Point or outside of the Area of Visibility.
Transferred In The number of calls that have Transferred as the initial state.
Calls
tcTransferredIn @MP
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Transferred Out The number of calls that entered the Transferred state and were
Calls redirected by an Agent.
tcTransferredOut @MP
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U
Usage % This is the percentage of time within a reporting interval that the
conduit(s) were being used.
(Total Wait Time + Total Connected Time + Total Suspended Time) x100%
Reporting Interval
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V
Virtual Delay Logic A method used for overflowing calls from a source point to another
destination within the ACD Area of Visibility.
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W
Wait A concept which describes a caller’s perspective of waiting for
connection to an agent within the call center. This only applies to
incoming and internal calls.
Wait Duration The total duration from Received state to Connected or Abandoned
state. This only applies to incoming and internal calls. A call could be
Delayed and Distributed more than once if it was Diverted.
Wait Duration This is the total Wait Duration of Received calls. This only applies
(timer) to incoming and internal calls.
ttWait @MP
Wait Threshold This is the amount of time that a Call Center has decided it is
acceptable for callers to wait prior to connection.
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LAN
Fax Voice
Server Mail
Email
Gateway
HOST
Switch
Telephone
Network IVR
Predictive
Dialer
Terminal
Devices
File Server
Database
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ECTF Call Center Reporting ACD
In the call center industry, many vendors use similar or different terminology for the same ACD features or functions. Also,
many vendors use the same terminology for different ACD features or functions. R.100 has defined a set of generic
terminology so that a common dialog can be achieved. To aid the transition, the following table shows how different vendors’
terminology map to the R.100 generic terminology.
R.100
Relationships Generic
one to many Term Aspect Ericsson Ericsson Lucent Nortel Nortel Nortel Rockwell GPT Siemens
many to one MD110 ACP 1000 Definity Meridian DMS 100 Symposium Spectrum Realitis BCS
Agents Agent Agent Agent Agent Agent Agent Agent Agent Agent Agent
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R.100 Call Center Models ECTF Proprietary
ECTF Call Center Reporting ACD
Source The mechanism by which a calling party became associated with the ACD.
Conduit (Conduit Group) A call transport device providing connectivity with one or more end points. The industry refers to these
as trunks, timeslots, frames, and channels.
Source & Destination Routing based on either the Identity of the Calling Party [source based] or based on the number that
Routing was dialed [destination based]
ACD entry point An identified point in the equipment where a Public or Private [dialed] number translates and is
associated with the ACD. This is usually a form of Directory Number [DN] or the address of an
application.
Routing Logic That part of an ACD that makes routing decisions that optimize the call progress through an ACD
based on pre-determined rules. These rules may range from simple overflow parameters to complex
neural networks.
• discretionary
• availability
discretionary delay is a delay that has been deliberately introduced into the call. This is often an
announcement which may say “all calls to this call center are monitored for quality control purposes”.
availability delay is usually caused because agents are not immediately available to answer the call
and the call waits.
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R.100 Call Center Models ECTF Proprietary
ECTF Call Center Reporting ACD
Distribution That part of the Routing Logic that delivers a call to an Agent.
Where ‘personal greeting’ is used, to save constant repetition of greetings by Agents, it shall be
counted as part of the Established Time.
Agent Group A collection of agents that share a common group identifier, as known by the ACD system.
Team A secondary form of Agent Group where an additional common Identifier is shared by Agents that are
not necessarily in the same Agent Group
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R.100 Events ECTF Proprietary
ECTF Call Center Reporting ACD
4 Events
The available call control models do not give a definitive indication of the directionality
of a call. Although t it is considered normal to have a-priori knowledge that permits an
application to indicate “Incoming” or “Outgoing” calls, the lack of definitive signaling
that form lower level protocols such as, SPIs and APIs, restrict some of the modeling
used in this document.
Separate definitions have been supplied for “incoming” and “outgoing” where a-priori
knowledge exists.
A listing of the events modeled in ECTF calls is contained in ECTF Call Control Model
C.0013.
3
ECTF Call Control Model C.001, June 1997.
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R.100 Scenarios ECTF Proprietary
ECTF Call Center Reporting ACD
5 Scenarios
5.1 Overview
The scenarios developed by ECMA are device-oriented. To arrive at data associated with
calls the following table is used.
Local Connection State Other Connection State CSTA Simple Call state
This section uses the originating work of Call Scenarios from CSTA Phase II. These are
device-oriented and will not fit into the R.100 model for Call Records. R.100 develops
the CSTA Call Scenarios into call-oriented scenarios. To clarify the transition from one
model to another, R.100 has included columns for each device even though only one Call
Record will be generated. On occasion, the Call Scenario appears to have the same
counters and timers for a call where there is an originating and terminating device. For
example, Make Call creates a single call record although there are two devices involved
and two booleanReceived, one in the originating device column and the another one in
the Terminating device column. Within the Call Record, there will only be one instance
of booleanReceived and a higher level of counters and timers will determine direction.
A call record is generated within an ECTF compliant Function (typically known as MIS).
In the case of more than one ECTF Function being involved in the call, there shall only
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R.100 Scenarios ECTF Proprietary
ECTF Call Center Reporting ACD
be one call record generated. The question is, “at which Function will the Call Record be
generated?” In practice, it is expected that the call record will be generated within an
ECTF compliant MIS Function within an Area of Visibility. This does not preclude call
records being generated at a terminating Function MIS. Where both Functions are ECTF
compliant, the Thread ID will provide the method for being able to carry out cradle to
grave tracking of both ends of the call.
To simplify the model, virtual states were added (e.g. diverted). These are always of zero
duration but have counters associated with them incremented. Timers for the state prior to
this state are not stopped until the next state (after the virtual state) is encountered. See
section 6, “State Transition Table”.
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R.100 Scenarios ECTF Proprietary
ECTF Call Center Reporting ACD
5.2.1 This Scenario is copied from ECMA TR 68 - (3.1 Successful Make Call)
This scenario initiates a call from device D1 to device D2. In this scenario both devices are free and valid, device D1 is permitted to
make the call and the call reaches establishment.
BEFORE AFTER
D1 D2 D1 c C1 c D2
Acknowledgement. MakeCallResult
• initiatedCall D1C1
• extensions ()
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R.100 Scenarios ECTF Proprietary
ECTF Call Center Reporting ACD
The Make Call Scenario has been converted from a ‘device’ oriented scenario to a ‘call’ oriented scenario to derive data
elements
A call C1 is made on behalf of device
D1 to D2 - no errors are encountered
Activity D1-D2, C1 - Call Timers and Counters Data Element Names Data Element Names
States for C1 for C1 for C1
Originating Terminating
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ECTF Call Center Reporting ACD
Activity D1-D2, C1 - Call Timers and Counters Data Element Names Data Element Names
States for C1 for C1 for C1
Originating Terminating
Device D2 begins to ring and Device Received/Delivered/ Originated Timer (stop) durationOriginated
D1 listens to ringing tone
new call
(increment)
Device D2 answers the Call Established Alerting Timer (stop) durationReceived durationReceived
new call
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ECTF Call Center Reporting ACD
5.3.1 This Scenario is copied from ECMA TR 68 - (6.1 Successful Consultation Call)
A call between device D1 and device D2 is already connected. Device D1 decides to invoke a consultation call to another
device, D3. This call is successful.
BEFORE AFTER
D1 c C1 c D2 D1 h C1 c D2
c C2 c D3
• extensions ()
ConsultationCallResult
Acknowledgement. • initiatedCall D1C2
• extensions ()
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ECTF Call Center Reporting ACD
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R.100 Scenarios ECTF Proprietary
ECTF Call Center Reporting ACD
Activity D1-D2, C1 - Call Timers and Counters Data Element Names D1-D3, C2 - Call Timers and Counters Data Element Names
States for C1 for C1 States for C2 for C2
booleanConnected 1
Established
Acknowledgment Established
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R.100 Scenarios ECTF Proprietary
ECTF Call Center Reporting ACD
Call_ID
The Consultation Call is launched Established-Held Originated Initated Timer (stop) durationInitiated
Activity D1-D2, C1 - Call Timers and Counters Data Element Names D1-D3, C2 - Call Timers and Counters Data Element Names
States for C1 for C1 States for C2 for C2
Connected Timer
(start)
Connected Timer
(start)
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5.4.1 This Scenario is copied from ECMA TR 68 - (9.1 Conference Call Service)
Device D1 has two calls, one active call and the other call on hold. This service provides the ability to conference the three
devices into a single call.
BEFORE AFTER
D1 h C1 c D2 D1 c D2
c C2 c D3 c C3 c D3
• extensions ()
Acknowledgement. ConferenceCallResult
• conferenceCall D1C3
• newConnection D2C3
D2
• deviceID D2C1
• oldConnection D3C3
D3
D3C2
• newConnection
()
• deviceID
• oldConnection
• extensions
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ECTF Call Center Reporting ACD
Conference established. ConferencedEvent ConferencedEvent ConferencedEvent The added party is the device
• primaryOldCall D1C1 • primaryOldCall D2C1 • primaryOldCall D3C2 representing the person who
• secondaryOldCall D1C2 • secondaryOldCall () • secondaryOldCall () has just joined the call from
• confController D1/NR • confController D1 • confController D1 the perspective of the
• addedParty D3 • addedParty D3 • addedParty D3/NR participants.
• newConnection D1C3 • newConnection D1C3 • newConnection D1C3
D1 D1 D1
• deviceID D2C3 • deviceID D2C3 • deviceID D2C3
• newConnection D2 • newConnection D2 • newConnection D2
D2C1 D2C1 D2C1
D3C3 D3C3 D3C3
• deviceID D3 • deviceID D3 • deviceID D3
• oldConnection D3C2 • oldConnection D3C2 • oldConnection D3C2
Connected Connected Connected
• newConnection () • newConnection () • newConnection ()
newCall newCall newCall
• deviceID • deviceID • deviceID
• oldConnection • oldConnection • oldConnection
• localConnectionInfo • localConnectionInfo • localConnectionInfo
• correlatorData • correlatorData • correlatorData
• cause • cause • cause
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Activity D1-D2, C1 - Timers and Data Element D1-D3, C2 - Call Timers and Data Element D1-D2-D3, Timers and Data Element
Call States Counters for Names for C1 States Counters for C2 Names for C2 C3 - Call Counters for Names for C3
C1 States C3
Virtual state Conferenced Conferenced booleanConference Conferenced Conferenced booleanConferenc Conferenced Conference booleanConferenced
Counter d Counter increment ed counter
increment increment
Conference Established Null Hold Timer durationSuspended Null Connected Timer durationConnected Established Connected Call ID
stops (Stops) Counter
increment
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5.5.1 This Scenario is copied from ECMA TR 68 - (14.2 Incoming call to ACD with no available agents)
Incoming call to an ACD distribution mechanism (device D2) where the call awaits distribution to a free agent. While queuing,
the trunk (device D1) may be connected with a recorded announcement (events not shown). The recording may repeat itself or
change to a different one, several times while the call is queuing at the ACD distribution mechanism. When an agent becomes
free (device D3) the call is delivered to that device.
BEFORE AFTER
D3 D3 c C1
D2 D1 D4 D2 D1 D4
CSTA Domain
CSTA Domain
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R.100 Scenarios ECTF Proprietary
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R.100 Scenarios ECTF Proprietary
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Note: Where CSTA refers to ACD as a device, within TGCCR this is referred to as a Function (in this scenario D2 is the ACD
Entry Point and D1 is the Conduit).
Activity D1-D2, C1 - D2, C1 - Call D1-D3, C1 - Call Timers and Data Element
Call States States States Counters Names
Received
Conduit Receives Received counter
Incoming Call increments booleanReceived
starts
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ECTF Call Center Reporting ACD
Activity D1-D2, C1 - D2, C1 - Call D1-D3, C1 - Call Timers and Data Element
Call States States States Counters Names
Delayed counter
The call is delayed at the increments booleanDelayed
ACD Entry Point
Delay timer
starts
D3 represents an agent
which is now free
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R.100 Scenarios ECTF Proprietary
ECTF Call Center Reporting ACD
Activity D1-D2, C1 - D2, C1 - Call D1-D3, C1 - Call Timers and Data Element
Call States States States Counters Names
[established event]
Connected booleanConnected
counter
increment
Connected Timer
starts
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R.100 Scenarios ECTF Proprietary
ECTF Call Center Reporting ACD
Activity C1 - Call States Timers and Counters Data Element Names Data Element Names
for C1 for C1 for C1
Originating Terminating
Indication that a Service has been Pending Idle Timer (stop) durationIdle
Initiated for this device
make call
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R.100 Scenarios ECTF Proprietary
ECTF Call Center Reporting ACD
new call
Device D2 answers the call Established D1,C1,D2 Received Timer durationReceived durationReceived
(stops)
booleanConnected
Connected counter
increments
Connected Timer
starts
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R.100 State Transition Table ECTF Proprietary
ECTF Call Center Reporting ACD
TO Pending Originated Received/ Delivered Delayed Diverted Distributed Established Established-On Hold Null
Transferred
FROM
durationDiverted durationDiverted
booleanReceived booleanDelayed durationDiverted
Diverted booleanDistributed
Distributed durationDistributed durationDistributed duration Distributed
durationDistributed booleanConnected booleanAbandoned booleanTransferred
booleanDiverted
Established durationConnected durationConnected durationConnected
booleanSuspended booleanCom pleted booleanTransferred
see NOTE 1 See NOTES 2 & 3
Established-On durationSuspended durationSuspended
Hold booleanConnected booleanFrustrated durationSuspended
booleanTransferred
This table contains definitions of values that can be derived from existing CTI protocols and APIs without any
a-priori knowledge. Using CSTA, TSAPI, TAPI, JTAPI it is not possible to distinguish the difference between Incom ing and O utgoing Calls
NO TE 1 where 'personal greeting' is used it shall be accounted as part of the Established state
NO TE 2 M ay need this for re-direction of a call that was initially established to a rem ote site but then turned back.
NO TE 3 Where a predictive dialler is used the call is diverted to the agent once the m ake call is established
NO TE 4 All durations are accounted for in Call 1 and Call 2 at the devices and therefore the Null to Transfer does not require a duration
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R.100 Clock synchronization ECTF Proprietary
ECTF Call Center Reporting ACD
7 Clock synchronization
Where data is time stamped by several functions within a Call Center environment, it is
important that the same reference source be used to ensure synchronization.
Since Call Center environments may span the Globe, it is important that one universal time
reference be adopted.
The universal time reference for systems conforming to this document is UTC4 [Universal Co-
ordinated Time].
The acceptable error tolerance for a time stamp in UTC, for this document, is 5ms. However, If
in the event that the time stamp is delayed, (for example, due to process context switching) then
the error tolerance may be more than 5ms.
4
Langley, R. “Time, Clocks and GPS,” GPS World Magazine, Advanstar Communications Nov./Dec. 1991, pp. 38-
42.
5
Lewandowski, W., and C. Thomas, “GPS Time Transfer,” Proc of IEEE, Vol. 79, No.7, July 1991.
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R.100 Call Record ECTF Proprietary
ECTF Call Center Reporting ACD
8 Call Record
8.1 Overview
Call Record (Segmented) offers the greatest flexibility and granularity of data for
reporting, it allows tracking of concurrent call data; e.g., Conferenced. But depending on
the design of the application, it may require large storage space. It is event driven and
specifically designed to address those applications that require real time data. R.100
Terminology is designed for use in real time applications as well as reporting. The record
is built as the call progresses. Data is available up to and including the current call
segment.
Call Record (Fixed) is designed for simpler applications that do not require the granularity of
data, are not designed to store large volumes of data and/or do not require the extraction of
concurrent call data. The record becomes available at the termination of the call.
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R.100 Call Record ECTF Proprietary
ECTF Call Center Reporting ACD
The segmented call record (recCallSegmented) is in the form of two related tables. The
first table contains header information relating to the overall nature of the call. The
second contains the segmented information; each segment being a new record in the
second table. The two tables are linked via the idCall. The idCallSegment allows tracking
of the segments within a call. This design allows for concurrent calls (transfer
/conference) and incomplete calls to be detected.
idCall
Call Related Data One or more pieces of information may be collected from the
caller such as Account Number and Language preference.
This information is typically used for both CTI and Routing
applications.
ACD Entry Point The point at which the ACD assumes control of the call
routing. The generic name for Application, Vector, ACD
Group, etc.
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R.100 Call Record ECTF Proprietary
ECTF Call Center Reporting ACD
utcStart UTC
idCallSegment
Page 8-3
R.100 Call Record ECTF Proprietary
ECTF Call Center Reporting ACD
idCall
Call Related Data One or more pieces of information may be collected from
the caller such as Account # and Language preference. This
information is typically used for both CTI and Routing
applications.
ACD Entry Point The point at which the ACD assumes control of the call
routing. The generic name for Application, Vector, ACD
Group, etc.
Current/Final* State Shows current state until call is finished. I.e. Shows the state
prior to NULL
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R.100 Call Record ECTF Proprietary
ECTF Call Center Reporting ACD
countTransferred
countConferenced
Within a Reporting Period (e.g. 0900-1400) there will be anomalies when reporting based
upon calls in progress.
If a call has started in the previous Reporting Interval (e.g. 0900-0930, 0900-0917) and
has not completed at the time of reporting the call will appear as received within the
previous Reporting Interval, and the reports shall not display a call completed.
Once the call has completed, the call will appear in the Reporting Interval where it
originated as Received and Completed.
This relates to the skew in the data derived from completed call records. There are two
basic break points that are important to the call center these are firstly, when the call is
connected or abandoned, and secondly when the call is completed. The first of these
includes the amount of time in delay the second is about connection times.
The following tables show examples of how the data can be skewed once figures are put
in.
a) Report call activity in the archive period where the call has been received regardless of
when it was connected or abandoned.
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R.100 Call Record ECTF Proprietary
ECTF Call Center Reporting ACD
0930-1000 0 0 0 0 20 0%
b) Report call activity in the archive period when the call was connected or abandoned
regardless of when it was received.
0930-1000 0 15 0 5 20 33%
c) Report call activity in the archive period when the call was completed regardless of when it
was received, answered or abandoned
0930-1000 20 20 0 5 20 25%
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R.100 Threads ECTF Proprietary
ECTF Call Center Reporting ACD
9 Threads
9.1 Overview
Within any call center transaction there may be more than one call record. Typically this
would happen when an IVR greets a caller and then transfers the call to an ACD. To
ensure that the objective of “cradle to grave” call tracking can be implemented a record
that identifies each call within a transaction is required.
The following data schema shows the application options for data storage and retrieval
techniques to produce call scenario variations.
Duration idCall
idCall
Connected
idCall
Duration
Call
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R.100 Thread Record ECTF Proprietary
ECTF Call Center Reporting ACD
10 Thread Record
10.1 Record Structure
Extension DN (Internal)
Function Pointer This sets the context for this part of the Thread Record.
The first occurrence within this Thread Record will only
type[Forward],[Backward] or be Local.
Local
IdFunction
idCall The same idFunction may appear more than once within
the same Thread Record.
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R.100 Thread Record ECTF Proprietary
ECTF Call Center Reporting ACD
idFunction
utcTimeStamp
idCall
idCall
The concept of idThread enables the tracking of calls in a call center environment, across
multiple functions, and across multiple stages of a call, within the same function6. Once
in place, true cradle to grave tracking of calls can take place. This will enable Call
Centers to consolidate relevant pieces of data to provide more accurate reporting (in line
with the requirements of ECTF TGCCR).
The first function within the call sequence attaches the idThread and then passes this to
the next in sequence. The next in sequence may be another device (e.g. transfer of call to
another agent) in the same function or another separate function, identified by
FunctionID (e.g. ACD to IVR).
Any function within the call sequence that receives an idThread shall preserve it and:
a) Attach it to all events that it reports.
b) Propagate it to any other subsequent equipment that participates in the call.
R100 does not mandate how a supplier shall propagate the idThread.
The usage shall allow the identification of the following data within Call Center
Reporting:
6
The term Call Center Function addresses the development of Call Center systems which may integrate software
functions (IVR etc) and have historically resided on separate pieces of equipment. The use of Function allows for
both types of call center setup.
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R.100 Thread Record ECTF Proprietary
ECTF Call Center Reporting ACD
• call record (Call ID) for individual calls including Thread ID.
• a consolidated record (Thread ID, Function ID) of the life of the call including all
idCall within it.
In scenarios like conferenced calls all of the participants share the same idCall [ECMA
TR68, CSTA Section 9]. This has the effect that several Threads will share the same
idCall. R100 does not mandate how an application developer should treat these Threads.
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R.100 Typical ACD Area of Visibility Call Scenarios ECTF Proprietary
ECTF Call Center Reporting ACD
11.2 Scenarios
Distributed - a virtual state. This state is always connected to Received in the following scenario.
5. A Successful Incoming ACD Call (includes CTI Routing within the Area of Visibility)
Received -> Delayed -> Distributed -> Established
6. A Successful Incoming ACD Call with CTI Routing (separate Areas of Visibility)
Call 1: Received -> Delayed -> Distributed -> Transferred -> Null
Call 2: Received -> Delayed -> Distributed -> Established
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8. Failed (Busy/Treatment) Incoming NonACD Call (Busy denotes divert to Busy Service)
Received -> Distributed -> Diverted -> Distributed -> Established
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R.100 Counters for Reporting ECTF Proprietary
ECTF Call Center Reporting ACD
Within the scope of this definition the Directions are defined as follows:
<direction> = “IN” Calls that are Incoming to the Area of Visibility
<direction> = “OUT” Calls that are Outgoing from the Area of Visibility
<direction> = “INTERNAL” Calls that originate and terminate within the Area of Visibility
<direction> = “Not Known” Calls where the direction is unknown
<direction> = “All” Valid for all Directions
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ECTF Call Center Reporting ACD
Not Known ? (if Call Type = <type> and FinalState = Delayed then
countAbandoned)
tcConnectedBeforeWaitThreshold<type> ALL (if Call Type = <type> and (countConnected minus Minimum
(countDiverted,1)) >0 and ttWait<type>
<thresholdWaitConnected<direction><@MP> then
(countConnected minus Minimum (countDiverted,1)))
Note2: For the use of a Predictive Dialer, it is assumed that the Call
Type = ACD and countDiverted >=1.
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ECTF Call Center Reporting ACD
Not Known (if Call Type = <type> and countConnected >0 and
ttWait<type><thresholdWaitAbandoned<direction><@MP> then
countConnected)
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ECTF Call Center Reporting ACD
Not Known (if Call Type = <type> and countDelayed >0 then
countConnected)
Not Known ? (if Call Type = <type> and FinalState = Distributed then
countAbandoned)
(Note: For the use of a Predictive Dialer, it is assumed that the Call
Type = ACD and countDiverted >=1.
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R.100 Counters for Reporting ECTF Proprietary
ECTF Call Center Reporting ACD
OUT (if Call Type = <type> and utcStop>0 and countReceived=0 then
countInitiated)
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R.100 Counters for Reporting ECTF Proprietary
ECTF Call Center Reporting ACD
INTERNAL (if Call Type = <type> and utcStop>0 and countReceived=0 then
countInitiated)
Not Known (if Call Type = <type> and utcStop>0 and countReceived=0 then
countInitiated)
tcAbandoned<type> IN (if Call Type = <type> and utcStop >0 and countConnected = 0
then 1)
Shouldn’t this be “not possible” OUT (if Call Type = <type> and utcStop >0 and countConnected = 0
then 1)
INTERNAL (if Call Type = <type> and utcStop >0 and countConnected = 0
then 1)
Not Known (if Call Type = <type> and utcStop >0 and countConnected = 0
then 1)
tcCompleted ALL (if Call Type = <type> and utcStop >0 and countConnected > 0
then 1)
tcTransferredIN<type> ALL (if Call Type = <type> and Transfer Type = 1 then 1)
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tcTransferredOUT<type> ALL (if Call Type = <type> and Transfer Type = 2 then 1)
Notes:
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R.100 Timers for Reporting ECTF Proprietary
ECTF Call Center Reporting ACD
Most of the timers exist for each of the following call types:
<type> = “ACD” (for Call Type = ACD)
<type> = “NonACD” (for Call Type = NonACD)
<type> = “PBX” (for Call Type = PBX)
<type> = “All” (for all call types)
Within the scope of this definition the Directions are defined as follows:
<direction> = “IN” Calls that are Incoming to the Area of Visibility
<direction> = “OUT” Calls that are Outgoing from the Area of Visibility
<direction> = “INTERNAL” Calls that originate and terminate within the Area of Visibility
<direction> = “Not Known” Calls where the direction is unknown
<direction> = “All” Valid for all Directions
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R.100 Timers for Reporting ECTF Proprietary
ECTF Call Center Reporting ACD
ttAbandonedDuringDelayed<type> IN (if Call Type = <type> and FinalState = Delayed then timeDelayed)
INTERNAL (if Call Type = <type> and FinalState = Delayed then timeDelayed)
Not Known ? (if Call Type = <type> and FinalState = Delayed then timeDelayed)
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ttDelayedConnectedDelayed<type> IN (if Call Type = <type> and countDelayed >0 and countConnected >0
then timeDelayed)
INTERNAL (if Call Type = <type> and countDelayed >0 and countConnected >0
then timeDelayed)
Not Known ? (if Call Type = <type> and countDelayed >0 and countConnected
>0 then timeDelayed)
ttDiverted<type> ALL (if Call Type = <type> then timeDiverted) (Note: Always 0)
Not Known ? (if Call Type = <type> and FinalState = Distributed then
timeDistributed)
ttDistributedConnected<type> ALL (if Call Type = <type> and countConnected >0 then timeDistributed)
(Note: If countConnected >0 then countDistributed >0)
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ECTF Call Center Reporting ACD
ttAbandoned<type> IN (if Call Type = <type> and countAbandoned >0 then timeReceived +
timeDelayed + timeDistributed + timeDiverted) (Note: timeDiverted
always 0)
INTERNAL (if Call Type = <type> and countAbandoned >0 then timeReceived +
timeDelayed + timeDistributed + timeDiverted) (Note: timeDiverted
always 0)
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Not Known ? (if Call Type = <type> and countAbandoned >0 then timeReceived
+ timeDelayed + timeDistributed + timeDiverted) (Note: timeDiverted
always 0)
ttWaitConnected<type> IN (if Call Type = <type> and countConnected >0 then timeReceived +
timeDelayed + timeDistributed + timeDiverted) (Note: timeDiverted
always 0)
INTERNAL (if Call Type = <type> and countConnected >0 then timeReceived +
timeDelayed + timeDistributed + timeDiverted) (Note: timeDiverted
always 0)
Not Known ? (if Call Type = <type> and countConnected >0 then timeReceived +
timeDelayed + timeDistributed + timeDiverted) (Note: timeDiverted
always 0)
ttTransferred ALL (if Call Type = <type> then timeTransferred) (Note: Always 0)
ttConferenced ALL (if Call Type = <type> then timeConferenced) (Note: Always 0)
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