Discovery Workbooks

Six workbooks, one per part of the phone system. Each page here documents every field in the workbook: who fills it in, whether it's required, the allowed values, and a worked example.

Read How the workbooks work first if you haven't.

Workbook	Covers
Users & Devices	People, common area phones, analog ports, and the physical phone inventory
Auto Receptionists	IVR menus, menu options, business hours, holidays, and prompts
Call Queues	Queues, members, routing paths, hours, and prompts
Shared Lines	Shared line groups, members, and line appearances
Number Porting & CSR	Carrier accounts, number inventory, port waves, and the document checklist
E911 Locations & Network	Emergency locations, subnets, network identifiers, and dispatch notifications

Start with Users & Devices

Most other workbooks reference the people in it by email, so filling it in first saves rework.