Download the Workbooks¶
The six discovery workbooks, ready to fill in. Each is an Excel .xlsx file
that opens with a Before You Start sheet and carries one tab per part of the
build. The field reference beside each download documents every column in that
workbook — who fills it in, whether it's required, and the allowed values — so
you can review the work before opening Excel.
| Workbook | Field reference | Download |
|---|---|---|
| Users & Devices | All fields | .xlsx · 42 KB |
| Auto Receptionists | All fields | .xlsx · 38 KB |
| Call Queues | All fields | .xlsx · 44 KB |
| Shared Lines | All fields | .xlsx · 41 KB |
| Number Porting & CSR | All fields | .xlsx · 41 KB |
| E911 Locations & Network | All fields | .xlsx · 36 KB |
Start with Users & Devices
Most of the other workbooks reference the people in it by email, so filling it in first saves rework. After that, work through the rest in any order.