.. _concepts-nextgen-dialplan-use-checklist:


Dial Plan Use Checklist
-----------------------

.. _18.1-Patch-Bundle-3|EKB-673:

* Load Dial Plan Models for Global Values via bulk loader or JSON
* Load Dial Plan Models for Site Values via bulk loader or JSON
* Set Dial Plan Input Data for Global or Site level values.
  Only the fields that are referenced via Macro in the dial plan model must be populated.
* Push Global dial plan data to Call Manager using the Dial Plan Maintenance Tool.
  Be sure to check that the tool is run at the appropriate hierarchy level.
* Push Site level dial plan data at Call Manager using the Dial Plan Maintenance Tool.
  Be sure to check that the tool is run at the appropriate hierarchy level.
* Should any changes need to be made to the pushed dial plans, the tool does allow
  for removal in reverse order then a re-push once the dial plan models are updated.
* Set Site Defaults via the site default profile tool.