8MS User Guide
Record Management: SMS/800 CAD

This screen allows you to view and update the Customer Administrative Data (CAD) portion of an SMS/800 customer record. Customer records are used by SMS/800 to implement the routing for a toll-free number. In 8MS, this screen is also used to select complex routing (i.e., CPR/LAD information) that will be associated with an SMS/800 record. (For more information on how complex routing is handled in 8MS, see CPR Management.)

To access the SMS/800 CAD tab of Record Management, select the Record Mgmt link located in the Number Admin section of the menu and then select the SMS CAD tab.

The screen is divided into three main areas:

Select/Schedule

The top section of the SMS/800 CAD screen appears as follows:

At any point you have the option of populating the CAD from some existing record. The record may be selected either by choosing an SMS Template from the SMS Template list, an 8MS Routing Set from the 8MS Routing Set list, or by entering a toll-free number using the Toll Free Number field. These are the fields located in the left-hand Select column. Alternatively, an item need not be selected, and the CAD information can be entered "from scratch."

If a toll-free number or SMS Template is selected as the source, the Date/Time list will automatically be populated with all records for that number or SMS Template. A record will be automatically selected and the data associated with that record will be displayed in the scrollable lower area. The record selected is chosen in the following order: ACTIVE, SENDING, most recent PENDING, or most recent OLD.

When populating the CAD data by entering the toll-free number, hit the TAB key after typing in the number.
Status Summary

The middle section of the SMS/800 CAD screen appears as follows:

Field Description
RespOrg The RespOrg owning this toll-free number.
Number Status Shows the status of the toll-free number. Possible values include Reserved, Assigned, Working, and Disconnect.
Schedule Status Shows the status of the currently selected record for this toll-free number. Possible values include Pending, Sending, Active, Old, Invalid, Disconnect, Must Check, Failed and Hold.
Approval Shows the approval indicator of the currently selected record for this toll-free number. Possible values include
NA     (not applicable (approval is irrelevant due to customer record status, i.e., SAVED,INVALID,HOLD, or approvals do not apply to transaction)
OK all required approvals received by SMS
AW SMS is awaiting at least one approval
DN at least one affected carrier denied the approval request
NR approvals are not required for this record
RJ record is rejected due to effective date of NOW
Active 8MS Routing Set/SMS Template Shows the 8MS Routing Set or SMS Template of the Active record for this toll-free number. If the Active record is a CAD record then an 8MS Routing Set will be shown; if the Active record is a PAD record then an SMS Template will be shown.
Schedule 8MS Routing Set/SMS Template Shows the 8MS Routing Set or SMS Template of the currently selected record for this toll-free number. If the selected record is a CAD record then an 8MS Routing Set will be shown; if the selected record is a PAD record then an SMS Template will be shown.
CAD

As mentioned above, the CAD information is divided into three sections. The first contains number information, and appears as follows:

For a description of each of these fields, see Number Information.

The "dots" provided for the area heading and for the individual fields, serve as indicators of which information will be sent. They give you the ability to send only a subset of fields. A green dot indicates that the field will be sent. A red dot indicates that the field will NOT be sent. To change the color of the dot for a field just click on the dot. The dot provided for the headings serve as a toggle for all the fields in that heading. If you click a heading's green dot, it will turn all the dots for the fields to red. If you click a heading's red dot, it will turn all the dots for the fields to green. If you have a mixture of red and green dots for the fields, the heading's dot will be yellow.

The second section contains Service Area information, depicted in the following:

The Service Area defines the region(s) from which a toll-free number will receive calls. You have the option to define the Service Area by Network, State, LATA or Area Code. For a detailed description of each of these fields, see Service Area.

To unselect a Network option of US, XA, XB, or XC, use the None button.

The final section contains the Directory Assistance information. These fields are located at the bottom of the scrollable region as depicted in the following:

For a detailed description of each of these fields, see Directory Assistance.

Once the desired CAD information has been specified, and (optionally) a CPR selected, the target customer record information is entered. This is done using the Toll Free Number and Date/Time fields in the right-hand Schedule column at the top of the screen.

If a toll-free number was selected above, it will automatically be placed in the Schedule Toll Free Number field. You may leave it unchanged to send a new record for the selected number, or change it to a different number. This allows you to select the CAD information for one number and send it for another (i.e., do a copy from one number to another within the SMS/800 CAD screen).

In the Date/Time field, enter the effective date and time on which the customer record should become active. The format of this field is MM/DD/YY HH:MMa/z, where a is A or P, and z is the time zone. Time zone is optional and is presumed to be Central time if omitted. The time is also optional. If a date is entered without a time, then SMS/800 will schedule the activation sometime on the requested date. The keyword NOW can also be used to activate the record immediately.

Next to the Date/Time field is the High Priority checkbox. This checkbox provides access to the SMS/800 High Priority Update feature. Selecting this option will tell SMS to place this customer record at the front of the SCP queue. Only a small number of these updates can be done each day. After a high priority change is sent, check the Activity Log to see how many such updates remain for the current day.

Select the button in the non-scrollable area at the top of the screen. A message will appear in the response frame (the area below the scrollable CAD information) indicating the status of the request.

Batch Change

This function allows you to change the routing of more than one toll-free number. The routing, service area, and directory information will be sent for the specified date/time for the given set of numbers.

Fill in the CAD information fields as discussed above, and enter a Scheduled Date/Time as previously described. However, instead of entering a toll-free number and hitting the button, leave the toll-free number field blank and click the button. The Batch Popup will appear. See Batches in the Common Features section for details on the Batch Popup.

It is possible that the toll-free number or 8MS Routing Set you are currently viewing has been modified by another user or by the system. Select the button to force the screen to repopulate all data for the currently selected toll-free number or 8MS Routing Set.

Number History
The Toll Free Number field under both the Select and Schedule sections of the top frame can provide a history of the number entered into the field. Clicking on the . image to the right of the field will produce a popup containing the change history of the selected number. For more information, see Number History.
SCP Status
Between the Date/Time label and field on the top frame you may see the image . Clicking on this image will produce a popup containing the latest SCP status information for this particular toll-free number's record. For more information, see SCP Status.
Toll Free Number/8MS Routing Set Report
A pdf report of a toll-free number or 8MS Routing Set may be generated. To see this report for the currently selected toll-free number or 8MS Routing Set select the button. For a description of the report and its associated popup, see Toll Free Number/8MS Routing Set Report.
Customization
There are preferences that may be set to change the behavior of this screen. Refer to Customizing 8MS for how to set User and Company Preferences and see Record Management Preferences for details on customizing this screen.