Task List for Setting Up a Rule Set

To set up a rule set successfully, do the following tasks in the order listed.

  1. Set up any personal contacts, caller groups, personal destinations, and destination groups that you plan to use in your rules. See the applicable topics:

  2. Create a rule set. See Creating Rule Sets.

  3. Add rules to the rule set. See Adding Rules to Rule Sets.

  4. Order the rules correctly. See Reordering Rules in Rule Sets.

  5. If you want Connection to ring your extension before applying your transfer rules, check the check box on the Preferences > Rule Settings page in the Personal Call Transfer Rules web tool. See Changing Your Rule-Processing Preferences.

  6. Test the rule set, if applicable. See Testing Rule Sets.

  7. Change rules as necessary. See Changing Rules.

  8. Enable the rule set. See Enabling and Disabling Rule Sets.

  9. Configure the basic transfer rules to apply personal call transfer rules. See Setting Basic Transfer Rules to Apply Personal Call Transfer Rules.