...
Deadline: Please complete all required sections within two weeks to avoid migration delays.
...
- Open the spreadsheet provided by ITS.
Start with the Departmental Lines tab.
Then complete the User Details tab.
Finish with the Devices & Hardware tab.
Fill out all required fields and provide notes for any entries that may require clarification.
If you are uncertain about a line or user, include it anyway - ITS will verify and confirm all details.
...
A. Departmental Lines: Managing Your Operations
The Departmental Lines tab captures all departmental and shared (non-personal) lines. Follow the steps below to ensure your data is complete and accurate:
...
B. User Details: Managing Your People
The User Details tab captures individual-level information for all employees who require Zoom Phone service. This includes anyone who is currently Certified Knowledge Worker and has a UWF assigned phone number, shares a line, or answers calls on behalf of the department that will require Zoom Phone services.
...
SMS Messaging: Determine if the user requires the ability to send and receive text messages via their UWF-assigned number
International Direct Dialing: Identify users whose role requires calling outside the United States and Canada. International calling may incur additional charges and should only be requested for users with a demonstrated business need
C. Devices & Hardware
The Devices & Hardware tab is used to capture all physical phone devices and related hardware required by your department as part of the Zoom Phone migration. This includes desk phones, common area phones, conference room devices, courtesy phones, and any other telephony-related hardware. The information provided will be used to assess device needs, validate business justifications, determine costs, and plan procurement and installation activities.
For this migration, a softphone-first approach is our recommendation. Users are strongly encouraged to use the Zoom app on desktop or mobile devices as the primary method for accessing Zoom Phone services.
Please review to the Zoom Phone Devices & Hardware section above for additional information.
Requirements for Physical Hardware:
...