<div style="MARGIN: 12pt 0in 3pt">Kathy, </div>
<div style="MARGIN: 12pt 0in 3pt">This checklist probably won't be much help, but it will give you a sense of what needs to be researched. I wrote docs (sorry, can't share them) that have about 5 pages per step as listed below for Adds, plus appendixes for moves and changes. It really is organization specific, with dozens to hundreds of components to be configured per local policies. You might be beginning a rather large task.
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<div style="MARGIN: 12pt 0in 3pt">Best bet is to ask for access to your CallManager admin pages to review a pre-configured Device and User. If things were set up well you'll be dealing with customized templates and not have alot of variety, but if not, ask questions about why certain settings were chosen for partitions, calling search spaces, numbers of lines, cfa/cfna/cfb settings on each line, voice mail settings on each line, etc. Learn (fast) which fields are not important in your org. Also click the help and "i" buttons on the CM admin pages to learn the definitions of each field and which ones might have multiple values in your organization. Another tip - use the Copy feature to copy and edit previous adds rather than starting from scratch.
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<div style="MARGIN: 12pt 0in 3pt">See <a onclick="return top.js.OpenExtLink(window,event,this)" href="http://www.cisco.com/en/US/customer/products/sw/voicesw/ps556/products_administration_guide_chapter09186a008070ec9a.html#wp1148937" target="_blank">
http://www.cisco.com/en/US/customer/products/sw/voicesw/ps556/products_administration_guide_chapter09186a008070ec9a.html#wp1148937 </a></div>
<div style="MARGIN: 12pt 0in 3pt">for an intro to Device.</div>
<div style="MARGIN: 12pt 0in 3pt"><a name="1130c8fed002046b_1130c8bcb51d4a0e__Toc105935433">VoIP Order Checklist</a></div>
<p style="MARGIN: 0in 0in 0pt"><font face="Times"> </font></p>
<table style="BORDER-RIGHT: medium none; BORDER-TOP: medium none; MARGIN: auto auto auto 5.4pt; BORDER-LEFT: medium none; BORDER-BOTTOM: medium none; BORDER-COLLAPSE: collapse" cellspacing="0" cellpadding="0" border="1">
<tbody>
<tr>
<td style="BORDER-RIGHT: windowtext 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: windowtext 1pt solid; PADDING-LEFT: 5.4pt; PADDING-BOTTOM: 0in; BORDER-LEFT: windowtext 1pt solid; WIDTH: 0.75in; PADDING-TOP: 0in; BORDER-BOTTOM: windowtext 1pt solid; BACKGROUND-COLOR: transparent" valign="top" width="72">
<p style="MARGIN: 0in 0in 0pt"><b><font face="Times">Step 1</font></b></p></td>
<td style="BORDER-RIGHT: windowtext 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: windowtext 1pt solid; PADDING-LEFT: 5.4pt; PADDING-BOTTOM: 0in; BORDER-LEFT: #f0f0f0; WIDTH: 5.25in; PADDING-TOP: 0in; BORDER-BOTTOM: windowtext 1pt solid; BACKGROUND-COLOR: transparent" valign="top" width="504">
<p style="MARGIN: 0in 0in 0pt"><font face="Times">Review the order and collect the following information:</font></p>
<ul style="MARGIN-TOP: 0in" type="disc">
<li style="MARGIN: 0in 0in 0pt"><font face="Times">Building</font></li>
<li style="MARGIN: 0in 0in 0pt"><font face="Times">Model</font></li>
<li style="MARGIN: 0in 0in 0pt"><font face="Times">MAC Address</font></li>
<li style="MARGIN: 0in 0in 0pt"><font face="Times">User</font></li>
<li style="MARGIN: 0in 0in 0pt"><font face="Times">Class of Service </font></li>
<li style="MARGIN: 0in 0in 0pt"><font face="Times">Directory Number/s</font></li></ul></td></tr>
<tr>
<td style="BORDER-RIGHT: windowtext 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: #f0f0f0; PADDING-LEFT: 5.4pt; PADDING-BOTTOM: 0in; BORDER-LEFT: windowtext 1pt solid; WIDTH: 0.75in; PADDING-TOP: 0in; BORDER-BOTTOM: windowtext 1pt solid; BACKGROUND-COLOR: transparent" valign="top" width="72">
<p style="MARGIN: 0in 0in 0pt"><b><font face="Times">Step 2</font></b></p></td>
<td style="BORDER-RIGHT: windowtext 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: #f0f0f0; PADDING-LEFT: 5.4pt; PADDING-BOTTOM: 0in; BORDER-LEFT: #f0f0f0; WIDTH: 5.25in; PADDING-TOP: 0in; BORDER-BOTTOM: windowtext 1pt solid; BACKGROUND-COLOR: transparent" valign="top" width="504">
<p style="MARGIN: 0in 0in 0pt"><span>Add the Device (phone) <em>and any phone service subscriptions </em></span></p></td></tr>
<tr>
<td style="BORDER-RIGHT: windowtext 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: #f0f0f0; PADDING-LEFT: 5.4pt; PADDING-BOTTOM: 0in; BORDER-LEFT: windowtext 1pt solid; WIDTH: 0.75in; PADDING-TOP: 0in; BORDER-BOTTOM: windowtext 1pt solid; BACKGROUND-COLOR: transparent" valign="top" width="72">
<p style="MARGIN: 0in 0in 0pt"><b><font face="Times">Step 3</font></b></p></td>
<td style="BORDER-RIGHT: windowtext 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: #f0f0f0; PADDING-LEFT: 5.4pt; PADDING-BOTTOM: 0in; BORDER-LEFT: #f0f0f0; WIDTH: 5.25in; PADDING-TOP: 0in; BORDER-BOTTOM: windowtext 1pt solid; BACKGROUND-COLOR: transparent" valign="top" width="504">
<p style="MARGIN: 0in 0in 0pt"><font face="Times">Add the Directory Numbers <em>and departmental line configuration</em></font></p></td></tr>
<tr>
<td style="BORDER-RIGHT: windowtext 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: #f0f0f0; PADDING-LEFT: 5.4pt; PADDING-BOTTOM: 0in; BORDER-LEFT: windowtext 1pt solid; WIDTH: 0.75in; PADDING-TOP: 0in; BORDER-BOTTOM: windowtext 1pt solid; BACKGROUND-COLOR: transparent" valign="top" width="72">
<p style="MARGIN: 0in 0in 0pt"><b><font face="Times">Step 4</font></b></p></td>
<td style="BORDER-RIGHT: windowtext 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: #f0f0f0; PADDING-LEFT: 5.4pt; PADDING-BOTTOM: 0in; BORDER-LEFT: #f0f0f0; WIDTH: 5.25in; PADDING-TOP: 0in; BORDER-BOTTOM: windowtext 1pt solid; BACKGROUND-COLOR: transparent" valign="top" width="504">
<p style="MARGIN: 0in 0in 0pt"><font face="Times">Add the User (customer)</font></p></td></tr>
<tr>
<td style="BORDER-RIGHT: windowtext 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: #f0f0f0; PADDING-LEFT: 5.4pt; PADDING-BOTTOM: 0in; BORDER-LEFT: windowtext 1pt solid; WIDTH: 0.75in; PADDING-TOP: 0in; BORDER-BOTTOM: windowtext 1pt solid; BACKGROUND-COLOR: transparent" valign="top" width="72">
<p style="MARGIN: 0in 0in 0pt"><b><font face="Times">Step 5</font></b></p></td>
<td style="BORDER-RIGHT: windowtext 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: #f0f0f0; PADDING-LEFT: 5.4pt; PADDING-BOTTOM: 0in; BORDER-LEFT: #f0f0f0; WIDTH: 5.25in; PADDING-TOP: 0in; BORDER-BOTTOM: windowtext 1pt solid; BACKGROUND-COLOR: transparent" valign="top" width="504">
<p style="MARGIN: 0in 0in 0pt"><font face="Times">Associate the User and Device</font></p></td></tr>
<tr>
<td style="BORDER-RIGHT: windowtext 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: #f0f0f0; PADDING-LEFT: 5.4pt; PADDING-BOTTOM: 0in; BORDER-LEFT: windowtext 1pt solid; WIDTH: 0.75in; PADDING-TOP: 0in; BORDER-BOTTOM: windowtext 1pt solid; BACKGROUND-COLOR: transparent" valign="top" width="72">
<p style="MARGIN: 0in 0in 0pt"><b><font face="Times">Step 6</font></b></p></td>
<td style="BORDER-RIGHT: windowtext 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: #f0f0f0; PADDING-LEFT: 5.4pt; PADDING-BOTTOM: 0in; BORDER-LEFT: #f0f0f0; WIDTH: 5.25in; PADDING-TOP: 0in; BORDER-BOTTOM: windowtext 1pt solid; BACKGROUND-COLOR: transparent" valign="top" width="504">
<p style="MARGIN: 0in 0in 0pt"><font face="Times">Reset the phone</font></p></td></tr>
<tr>
<td style="BORDER-RIGHT: windowtext 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: #f0f0f0; PADDING-LEFT: 5.4pt; PADDING-BOTTOM: 0in; BORDER-LEFT: windowtext 1pt solid; WIDTH: 0.75in; PADDING-TOP: 0in; BORDER-BOTTOM: windowtext 1pt solid; BACKGROUND-COLOR: transparent" valign="top" width="72">
<p style="MARGIN: 0in 0in 0pt"><b><font face="Times">Step 7</font></b></p></td>
<td style="BORDER-RIGHT: windowtext 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: #f0f0f0; PADDING-LEFT: 5.4pt; PADDING-BOTTOM: 0in; BORDER-LEFT: #f0f0f0; WIDTH: 5.25in; PADDING-TOP: 0in; BORDER-BOTTOM: windowtext 1pt solid; BACKGROUND-COLOR: transparent" valign="top" width="504">
<p style="MARGIN: 0in 0in 0pt"><font face="Times">Add the user to the email notification list</font></p></td></tr>
<tr>
<td style="BORDER-RIGHT: windowtext 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: #f0f0f0; PADDING-LEFT: 5.4pt; PADDING-BOTTOM: 0in; BORDER-LEFT: windowtext 1pt solid; WIDTH: 0.75in; PADDING-TOP: 0in; BORDER-BOTTOM: windowtext 1pt solid; BACKGROUND-COLOR: transparent" valign="top" width="72">
<p style="MARGIN: 0in 0in 0pt"><b><font face="Times">Step 8</font></b></p></td>
<td style="BORDER-RIGHT: windowtext 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: #f0f0f0; PADDING-LEFT: 5.4pt; PADDING-BOTTOM: 0in; BORDER-LEFT: #f0f0f0; WIDTH: 5.25in; PADDING-TOP: 0in; BORDER-BOTTOM: windowtext 1pt solid; BACKGROUND-COLOR: transparent" valign="top" width="504">
<p style="MARGIN: 0in 0in 0pt"><font face="Times">Request ACL changes</font></p></td></tr></tbody></table>
<div style="MARGIN: 0in 0in 0pt"><font face="Times"></font> </div>
<div style="MARGIN: 0in 0in 0pt"><font face="Times">Candace</font></div>
<div style="MARGIN: 0in 0in 0pt"> </div>
<div style="MARGIN: 0in 0in 0pt">On 6/8/07, Tarkington, Kathy L.<br>> > <<a onclick="return top.js.OpenExtLink(window,event,this)" href="mailto:Kathy.Tarkington@agg.com" target="_blank">Kathy.Tarkington@agg.com
</a>> wrote: <br>> > ><br>> > ><br>> > > I am tasked with creating documentation that<br>> > anyone in my department<br>> > > can use for simple moves/adds/changes to our
<br>> > phones. Would anyone <br>> > > have any documentation they'd be willing to<br>> share<br>> > to help get me<br>> > started?<br>> > ><br>> > > Thanks! ________________________________
<br>> > ><br> </div>