Create a Call Routing Schedule for a User
Discover how you can set up a special call routing schedule for an individual user so that they are receiving calls appropriately for specific days and times.
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For some businesses and organizations, employees may have specific times they can handle calls that differ from the whole company's business hours. To accommodate the schedules of users, you can set up time of day routing for that user in the Stratus web portal by creating time frames and answering rules.
Note: Basic Users can configure their own time frames and answering rules using their basic version of the Stratus web portal.
Active calling hours for a user can be set up by doing the following:
- Create a schedule for the user by adding a Time Frame.
- Set where calls should be routed for the user by creating an Answering Rule.
- Adjust where after hours calls are routed by editing their Default answering rule.
Step 1: Create Their Schedule
To tell the system the day and times that the user should receive calls, you can create a time frame on the Time Frames page of the Stratus web portal.
- Navigate to the Time Frames page.
- Select Domain.
- Click the Add Time Frame button.
- In the Add a Domain Time Frame menu, do the following:
- Name - Type a unique, descriptive name for the time frame.
- When - Select Days of the Week.
- On the Days of the Week tab, select the days and times the user should receive calls.
Quick Tips: You can add a break/lunch period by clicking the Add
icon.
If you need to apply a change you have made to the rest of the selected days, click Copy to all.
If you need this time frame to start being active on a future date, you can set a custom start date by using the Recurrence dropdown to select Custom. Using the Starts box, select the date.
- Click the Save button.
- Repeat steps 3-6 for each additional time frame a user will need.
Step 2: Set Their Routing
Once a time frame has been created for the user, call routing and forwarding can be set up using Answering Rules. Each user has their own answering rules. These answering rules tell the system where calls should be routed for a user when a specific time frame is active.
To add an answering rule for a user that has a special schedule…
- Navigate to the Users page.
- Scroll down or search for the user that needs their hours set.
- Click the Edit
icon next to the user and select Answering Rules.
- Click the Add Rule button.
- In the Add an Answering Rule menu, use the Time Frame dropdown to select the user's new time frame.
- If this time frame should be ready to use immediately, leave Enabled selected.
- Do one of the following to set where calls should go depending on what the user prefers:
To All Devices
If every device registered to a user's extension number should ring, select Simultaneous ring. Make sure that Ring all user's phones is selected.
Use the table below to learn more about the different options available for configuring Simultaneous Ring:
Option Description Include user’s extension Ring the phone that uses the user's main extension number. Ring all user’s phones Ring all of the user's phones (i.e., mobile apps, softphones, and desk phones) at the same time. Answer confirmation for offnet numbers Request that the person answering press 1 to accept the call to ensure that the answering party is a person instead of voicemail. Extension, number or phone Type the extension number or phone number of another device to ring. Ring Delay (sec) Set a how long (in seconds) the system should wait before calling the device set in the Extension, number or phone box. Add Click to add additional phones to the simring. To Their Desk Phone
If only the user's desk phone should ring, select Just ring user's extension.
To a Softphone
If the user only wants a specific softphone (e.g., StratusHUB, StratusWEB PHONE, or Stratus mobile app) to ring, you can use the Call Forwarding section to set the device the calls should route to. Select Always and type and select the extension of the device/softphone that should ring.
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You can select other forwarding rules to fine-tune how a call should be handled when certain conditions are met.
For this example… Calls will be forwarded to x121's StratusHUB desktop app. When calls are rejected or unanswered, the call will be forwarded to x121's desk phone. Calls not answered on the desk phone will go to x121's voicemail.
Use the table below to learn more about these other call forwarding options:
Option Description On Active Forward calls to the destination if the user's phone is already on a call. When busy Forward calls to the destination if the reject button is pressed on an incoming call. When unanswered Forward calls to the number specified in the text field if the call is not answered after the specified ring timeout. When offline Automatically forward calls to the number specified in the text field when no devices are registered. This can be helpful if all of a user's devices are offline due to an internet or power outage. To a Different User
If the user's calls should be forwarded to a different extension number,
Option Description Always Forward calls to the number specified in the text field. No other forward rules will be followed On Active forward calls to the destination if the user's phone is already on a call. When busy Forward calls to the destination if the reject button is pressed on an incoming call. When unanswered Forward calls to the number specified in the text field if the call is not answered after the specified ring timeout. When offline Automatically forward calls to the number specified in the text field when no devices are registered. This can be helpful if all of a user's devices are offline due to an internet or power outage. Destination Options for Forwarding
When the destination field is being filled with Text, Stratus will show possible destinations based on the input.
The different destination options that may appear for a name/extension number include the following:
• User - Forward calls to the user at the specified extension and follow their answering rules.
• Phone - Bypass the answering rules and forward calls to the device associated with the specified user.
• Voicemail - Forward calls to voicemail at the specified extension.
• Queue - Forward calls to a call queue associated with that extension.
• Auto Attendant - Forward calls to the auto-attendant associated with this user.
• Off-Net Number - Forward calls to a 10-digit Phone Number, such as a cellphone or answering service. - Click the Save button.
✔ You should now see an “office hours” answering rule that shows the time frame and destination for calls that you selected.
Step 3: Edit After Hours Routing
Now that an "office hours' answering rule has been added for the user, the user's Default answering rule will need to be adjusted to ensure after hours calls are routed according to the user's preference.
What is the Default Answering Rule?
The Default answering rule is an answering rule that is created each time a user is created. By default, this rule is usually set to Simultaneously ring all of the user's registered devices.
The Default answering rule acts as a “catch all” and stays active 24/7 unless there are answering rules above it that are active. Since this rule exists by default and is constantly active, it is usually used for routing After Hours calls, especially if there is a business hours answering rule that has been created.
By clicking the Edit icon next to the Default answering rule, you can adjust the destination for calls that are received while the Default answering rule is active.
This can be useful to do when you have added more answering rules for things such as your business hours or lunch.
To adjust the user's after hours routing by editing the Default answering rule…
- Click the Edit
icon next to the Default answering rule.
- In the Call Forwarding section, select Always.
- In the box, type the name, extension number, or phone number of the user or mailbox that after hours calls should forward to.
Quick Tip: If you need to send after hours calls directly to a voicemail, select the Voicemail option that appears.
- Click the Save button.
✔ The user should now have answering rules that route calls for their office hours and after hours (Default).