| Presence/Contacts: |
Describes features available for
determining user presence/availability and presence of others |
| Presence
Status Modes/Description of vendor approach to Presence |
General description of vendor
approach to presence. Presence status
modes available on the system for viewing by others, how they are set and how
they are used. Glossary definitions
for each state are generic. Vendors
may have different uses and meanings for the same terms. |
| · Available |
Generally available for one or
more forms of communications. |
| · Online |
Logged in to the system and
connected to a private or public network. |
| · On
a call or conference |
On the phone (may include PC
phone, desk phone, mobile phone). |
| · In
a meeting |
Based on calendar or manual
entry. |
| · At
place of work |
May indicate general
availability and may include specific location information. |
| · Traveling
on business |
Availability may be limited. |
| · On
vacation |
May be totally unavailable. |
| · Do
not disturb |
Not available for
conversations. Some systems allow
this state but include ability to create exceptions via rules wizards. |
| · Out
for lunch |
Temporarily unavailable or
available via mobile device. |
| · Temporarily
unavailable |
Generally category indicating
delayed availability. |
| · Location
(work office, time zone, city, etc.) |
Specific location information. |
| · Next time
contact is available |
Provides information from either
calendar or manual entry as to next time person will be generally available. |
| · Other
presence status modes |
Other presence information,
e.g., on call with customer, typing message on computer, utilizing specific
application, etc. |
| · Other
presence status modes |
|
| · Other
presence status modes |
|
| Programmable
presence status modes |
Administrator can change the
preset words used for each status mode and can add other modes. |
| Source
devices for automated presence availability |
System ability to automatically
obtain availability/presence information from the following types of
devices: analog phones/analog
devices, digital phones, IP phones, SIP phones, mobile phones, mobile
PDA/smartphones, computers/PCs, RFID devices, GPS devices, other devices. |
| · Analog
Phone |
|
| · Digital
Phone |
|
| · IP
Phone |
|
| · Mobile
Phone |
|
| · Mobile
PDA/Smartphone |
|
| · Computer/PC |
|
| · RFID |
Ability to track people or
equipment and show status such as "contact entered conference room" |
| · GPS |
|
| · Other
devices that are used to automatically determine/set presence status (e.g.,
wifi) |
|
| User Media/Device
Availability Indication |
Indicates user availability for
different media/devices. |
| · Voice
(at place of work) |
Indicates ability of user to
receive phone call at work number. |
| · Mobile
voice |
Indicates ability of user to
receive phone call on cell number. |
| · Mobile
e-mail |
Indicates ability of user to
receive e-mail on mobile device. |
| · IM |
Indicates ability of user to
receive instant messages. |
| · Video
call |
Indicates ability of user to
receive video call. |
| · E-mail
at work (business e-mail) |
Indicates ability of user to
receive e-mail using business e-mail address. |
| · E-mail
at home (personal e-mail) |
Indicates ability of user to
receive e-mail using personal e-mail address. |
| · Web
conference |
Indicates ability of user to
participate in web conference. |
| · Fax |
Indicates ability of user to
receive fax (may be on computer). |
| · Voice
Mail |
Indicates ability of user to
receive/access voice mail. |
| · Mobile
text |
Indicates ability of user to
receive/access mobile text message. |
| · Pager |
Indicates ability of user to
receive pages. |
| · Other
media/devices |
|
| Show
preferred/priority preferences to others for all media above |
Ability to show media
availability choices in preference order. |
| Rules
template/wizard to allow/disallow contacts from specific individuals by
presence status and type of media |
Ability to control
communications from specific contacts, phone numbers, IM IDs, e-mail
addresses, SIP addresses and group identifications. Control rules can also be
based on presence status and media/device availability. |
| Rules
template/wizard to allow/disallow specific individuals from seeing specific
presence status modes and media availability |
Ability to indicate specific
contacts, phone numbers, IM ID, e-mail addresses, SIP addresses and group
ID's and specific presence information which can be presented to those
sources. |
| Multiple
status modes (simultaneous) |
Able to show multiple modes at
the same time such as 'online' and 'in a meeting' or 'on a call' and 'at
place of work.' |
| Manual
setting/override of presence status |
Ability to manually set presence
status indications regardless of system auto-detect settings. |
| Web
client for manual setting/checking of presence indicator status |
Web
client that allows user to perform the same functions as PC-based UC client
including rules management when UC client is not accessible. |
| Automatic
setting/update of presence status based on: |
System ability to automatically
use the following sources of information to set or update presence status. |
| · Calendar
(time of day, day of week, items on calendar) |
Changes presence status based on
calendar information including time of day, day of week, as well as the time
of specific items on calendar such as meetings or blocked out periods. |
| · Media
availability/usage status |
Changes presence status based on
availability of media supported. |
| · Device
availability/usage status |
Changes presence status based on
availability of devices supported. |
| · Network
connectivity |
Changes presence status based on
log-in or network connection status. |
| · Location |
Changes presence status based on
location. |
| · Other
devices used to automatically set presence status |
|
| Designate
preferred medium to initiate communication |
User
ability to designate preferred medium and system ability to automatically
initiate communications via that medium when user indicates need to
communicate. |
| Instant
notification when a specified individual becomes available |
Notifies user when a designated
individual becomes available. |
| Initiate
callback when available |
The contact initiator can tell
the system to track availability of both parties and automatically initiate
callback to both parties when both are available. |
| Rules
based media for automated notification |
Users can set up rules to define
which media will be used to notify them when events occur which they have
specified, including calls or messages based on preset rules. |
| · Phone
call |
|
| · IM |
|
| · SMS
text message |
|
| · Pager |
|
| · E-mail |
|
| · Screen
pop-up |
|
| User
created contact lists |
Users can create their own
contact or buddy lists by entering information directly and
copying/downloading contacts from other directories or messages such as IM's
and e-mails. |
| User
profile presented when presence indicator is selected |
User profile/directory
description is presented when user's presence indicator or contact name is
selected (click or mouse pointer hover). |
| Photo
of individual associated with presence status |
Contact information can include
a picture of the individual. |
| Users
can enter free form text to indicate presence status |
Ability to type in status
message viewable by others when accessing/viewing the user's contact or
presence information. |
| Presence
status includes calendar content (description of current user activity) |
Calendar content such as meeting
name, location, participants, web url, etc. can be automatically included in
presence information. |
| Users
can fill in own profile information |
Users
can fill in their own profile information in directories and contact lists. |
| Directory/user
profile can include skills, organization, supervisor, team(s), location, etc. |
Directories and user profiles
contain robust information about individuals, including skills, organization,
supervisor, team affiliations, office locations, etc. May be used for locating individuals with
specific skills for immediate support. |
| User
profile fields customer programmable |
Administrators can program
customized fields for directories and user profiles. |
| Profile/contact
search function |
Contact lists and user profiles
can be searched with the aid of automatic search functions to find desired
individuals. Often this includes
"type ahead" capability in which the search function initiates with
the entry of the first few characters.
Search parameters often include:
name, e-mail address, phone number, SIP address, nickname, etc. |
| Out of
office or user typed status message presented when appropriate |
Global
information user provides to indicate he/she is out of the office is
presented when others access presence status or try to contact user according
to rules. |
| Presence
information presented for groups |
User can select an entire group
at once and see presence of all individuals.
May include ability to see aggregated group presence (are all members
of the group available or not? |
| Presence
status/user name appears in office applications |
Presence
information appears in WORD, Excel, PowerPoint, Outlook, Lotus Notes, etc. |
| Presence
status/user name appears in other applications |
Presence information appears in
other business applications. |
| Presence
status accessible/controllable by business application software interface |
A
software program can interface with the UC client and determine presence
status of users and may be able to adjust it based on programmed criteria
such as, user is working in a specific application. |
| Profile
and presence status can be searched by business application software
interface |
A software program can search
the profile and presence status indicators to find individuals meeting
certain criteria such as available and possessing specific skills. |
| Reports
provided on time spent in each presence status |
Predefined reports showing time
each user spent in each presence state. |
|
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