I wanted to post a recap/primer on call monitoring in case someone else is in need of this information.
1. Go to Extension - Extension permissions
---A. Select from the left box who will do the monitoring
---B. Select from the right box who will be "monitored" (ctrl+click for
---C. Click on the "Create Extension Permission Group" blue button.
2. Now you will see below a new "Permission Group" defined with several
---A. Select the boxes appropriately (be forwarned RECORDING is a legal
------issue in most states. I unselect this one by course.)
3. Open the user who will be monitoring, Phonebook and modify.
---A. Extensions - Manage Extensions - select the monitoring extention
------and select the "modify" button.
---B. Now select "Login as this user" and go to Settings - Phonebooks
---C. Now type or select the "monitored" extension(s) and add those
------extensions to the green area called "Extended Permissions Entries"
------select the same extensions you selected in step 1-B. from above
------These can be added to a new phonebook or to an existing one.
You will get an error if the extension is in the "Normal Permission Entries" portion of the phonebook already. Simply drag and drop the green up/down arrow icon next to the desired extension to the green
"Extended Permissions..." area.
4. The person who will be monitoring now opens their "SwitchBoard" and
---also opens the Phonebook panel for the modified phonebook with the
---added Extended Permission Entries
5. When a call is in process the person doing the monitoring can mornitor any person in the extended list. By using the small "Headset" icon for actions they wish to take.
---A. Hover over the Headset icon to see the drop down list of other items
---B. Left Click on the desired action to perform action.
------i. Headset icon = Listen and no sound is sent to the call
------ii. Whisper icon = Listen and send audio to the monitored extension
---------only, other parties willnot hear your audio
------iii. Barge icon - Add yourself to the call and participate like a
---------conference - ALL parties hear you!
When you perform any of these actions your phone will ring and when you pickup the system will announce the extension number you are monitoring on then connect you into the call. If you select the little blue up "arrow" while the line is still ringing you will be able to "steal" the call from the monitored extension prior to them obtaining the call however you would have to be watching on the fly.
Hope this helps you get this setup.
Credits to Jibbler who helped me figure this out!