Personal Call Transfer Rules

This document is intended for any user of the voicemail system at NC State and is separated into four sections:


 What are Personal Call Transfer Rules? 

Personal Transfer Rules let you create and manage rules via the voicemail web portal that can direct calls to any contact, destination, or group of contacts or destinations that you specify. Note, your rules will only be applied after the initial call has rung your primary line and has not been answered. Please reference the steps below to begin configuring your own Personal Transfer Rules.


 Enable Personal Call Transfer Rules

Before using Personal Call Transfer Rules, you must specify whether your mailbox will utilize personal or basic transfer rules. Basic transfer rules are enabled by default and will not be covered in this document. Instead, follow the steps below to specify that personal transfer rules be applied:

  1. Navigate to the Cisco Personal Communications Assistant web portal.
  2. Log in using your UNITY credentials.
  3. Click the link labeled Messaging Assistant near the top of the page.

  4. Go to Preferences > Transfer and Screening.
  5. Click Standard under Transfer Rules. Standard refers to your Standard greeting. Most users will only use this greeting.
  6. Select the radio button labeled Apply Personal Call Transfer Rules.
  7. Click Save.
  8. Follow steps 3 through 7 if you use a closed or alternate greeting and would like to enable personal transfer rules for those greetings as well.
  9. At the top right of the screen, choose Connection Personal Call Transfer Rules from the Navigation drop-down box and click Go.


Configure Personal Call Transfer Rules

  1.  Go to Rules > View Call Transfer Rule Sets.
  2. Click New Rule Set.

  3. Give the Rule Set a name, i.e., Transfer Callers to Cell, and click Save.
  4. Under Transfer Rules, click Add Rule.
  5. Now we will create a rule that will then be applied to a time of day and/or day of week schedule (see next section to apply these rules). Many options can be configured when a rule is either created or modified. We will go through all of them in the below steps:

  6. The If the Call is: section is where we specify which callers this rule will or will not be applied to. There are six different configuration options for this part of the rule.
    1. You can choose callers from your campus directory or personal contact list by clicking the Add Callers.
    2. You can choose callers from a Caller Group to configure by going to Caller Groups > View Callers Groups.
    3. Click New Caller Group. Give your group a name and add members.
    4. You can choose a Phone Number to specify one specific number that this rule will apply to.
    5. You can choose Call Source to specify whether you would like this rule to apply to unknown or known numbers. For example, some calling parties will show as unknown on your caller ID. This is usually by design, and you may want to screen these types of calls using this rule.
    6. You can specify the time of day that this rule will or will not be applied. For example, you may want calls transferred to your cell phone only after business hours. You can configure the rule to be triggered any time outside of 8 AM and 5 PM.
    7. The In a Meeting feature is not applicable for NCSU because the Cisco voicemail system cannot be integrated with Google calendar.
  7. The Then Transfer the call to section specifies where the callers configured above will be transferred to. There are four different options for this part of the rule:
    1. You can choose Destination, which will allow you to send callers specified above to a previously configured notification device, i.e., a Cell Phone.
    2. You can choose Destination Group, which will allow you to send callers specified above to a group of destinations.
      1. The Destination Group can be configured by going to Destinations > View Destination Groups. Click New Destination Group. Give your group a name, and you can specify multiple destinations in your group of previously configured notifications devices, i.e., Cell Phone and Home Phone.
    3. You can choose Voicemail, which will send callers specified above to your voice mailbox. This is standard behavior without having any Personal Transfer Rules configured.
    4. You can choose to Screen callers as well.
      1. To enable this feature on a rule, go to Preferences > Call Holding and Screening.
      2. There are two sets of configurations. Call Holding options and Screen Calls options (see picture below). Configurations you make here will be applied to all personal transfer rules where the Screen the call radio button has been chosen. If options in the Screen Calls section are selected, then the voicemail system will perform the chosen task to help you determine whether you would like to accept the call even if the caller has already been routed accordingly via a Personal Transfer Rule.
  8. The Preview section at the bottom of the Personal Rule Page is designed to display exactly how the rule will function based on how you configured it. See the example below:
  9. Save the rule by selecting the Save button at the top or bottom of the Personal Rule Page.


Apply Personal Rules 

  1. Go to Rules > Enable Rule Sets.
    1. You will see a schedule that includes Date Ranges and Days of the Week. This allows the user to apply ONE rule set to a Date Range (this setting will override the Day of Week setting) or to specific days of the week. In the example below, a transfer rule set is applied to Monday through Friday only. This will ensure that no calls are transferred to my cell on the weekends.

 Confirm your rules are working as you intended by selecting Tools > Call Transfer Rule Tester. You can input call scenarios to ensure that your Personal Transfer Rules are working like you would like them to. See the example below: