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Dealers

This Help File Page was last Modified on 01/09/2017

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This Help File Page was last Modified on 01/09/2017

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Dealers

This Help File Page was last Modified on 01/09/2017

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When your Company is providing Contract Monitoring Services, and your Company is also billing the Alarm Dealer's Monitoring Accounts, a Division Code must be created for each Alarm Company for whom your Company is billing their Subscriber's Recurring Revenues.

But, do not confuse the setup procedure for the Billing of the Dealer's Accounts which is not described in this chapter, with the actual monitoring related Dealer setup procedure that is described here and is required for those Alarm Dealers (and those Dealer's Subscribers) who are being monitored by your Company's Central Station.

 

If your Company is providing Contract Monitoring Services for any (non-company) Alarm Dealer, specific monitoring related information must be defined for each of those Alarm Dealers .

The Dealers Form illustrated below serves that purpose:

1.Identifies each Alarm Dealer for whom you are providing Alarm Signal Processing Services.

2.Sets the Signal Volume maximums for Active and Passive Accounts for each Dealer.

3.Records which Dealer Technicians have access (using the Dealer Access Module) to each Dealer's Accounts.

4.Identifies any Action Plan(s) that are to be applied specifically for certain Alarm Signals received from the Dealer's Accounts.

5.Stores all pertinent Documents related to each Dealer.

6.Allows the identification, scheduling, and automatic production of Scheduled Reports (for Communication Modules users only).

7.Sets up the Billing Procedure for Invoicing those Dealers for the Contract Monitoring Services your Company's Central Station is providing.

 

To Access the Dealers Form:

a)From the Backstage Menu System Select Maintenance and Choose the General option, then select the General Maintenance option which displays the secondary Maintenance Menu, or

b)From the Quick Access Menu, Select Maintenance and Choose General Maintenance to display the secondary Maintenance Menu.

Once the Maintenance Menu is displayed, Choose the Monitoring sub-menu, then Click on the Dealers option.

 

HelpFilesDealersForm

Dealers Form

 

This Dealers Form may be Re-sized by Dragging the Top and/or Bottom up or down, and/or the Right side in or out.

Navigation Menu - The Navigation Menu is located at the top of the Dealers Form.

 

HelpFilesNavigationBar-DealersForm

 

This Navigation Menu provides the normal Record Movement, New, Delete, Save, Refresh, and List options, plus special Tech Details, Documents, Scheduled Reports, Email, and if using the MKS Dealer Billing module, the Sub Dealers and Billing options.

 

Tabs - There are six sub-tab located immediately below the Navigation Menu at the center (Main Body) of the Dealers Form:

 

HelpFilesTabs-DealersForm

Dealers Form - Tabs

 

1.Main tab - This is where the basic information for the currently selected Dealer record is maintained.

2.Excessive Signals tab - Identify the Bill Payer Account for this Dealer, the CSID of the Dealer Call List, and special Comments and Test Notes.

3.Dealer Module Users tab - Identify the Dealer Module Users for this Dealer - which must have been previously entered in the Dealer User Maintenance Form.

4.Action Plans tab - Enter one or more Alarm Condition Codes and Action Plans which, when received from one of this Dealer's Subscribers will not be processed by the Operator at the Central Station, but instead will be processed in the background (using the Action Steps defined in that designated Action Plan ) by the Micro Key Solutions Automated System Action Plans Service ("MKSASP") application.

5.Temp Notes tab - Used to create one or more Temporary Notes, which will be displayed whenever one of this Dealer's Subscriber's Alarm System is activated (sends an Alarm Signal to the Central Station), to help Operators provide the preferred alarm response requested by this Dealer.

6.Accounts tab - Provides a list (in a Grid format) of all Subscribers for whom your Company's Central Station is providing Contract Monitoring Services.

 

Record Editing section - The Main tab - located below the Navigation Menu at the center (Main Body) of the Dealers Form - is where the basic information for the currently selected record is displayed.

Active Accounts - This is a system maintain field containing the number of Accounts that are actively being monitored for this Dealer.

 

HelpFilesDealersFormRecordEditingView-MainTab

Dealers Form - Recording Editing View - Main tab

 

Defining the Dealers (for whom your Company is providing Contract Monitoring Services)

With the Main Tab selected (see illustration above), Click the HelpFilesNavigationMenuNewIcon on the the Ribbon Menu to start a new Dealer entry.

Dealer section - Enter the basic name, address, and license information.

 

HelpFilesDealersAddressInformation

Name & Address Information section

 

Dealer Code - You may enter up to ten (10) characters - Capital letters, spaces, and numbers (punctuation marks are not accepted) - to identify a "CODE" for this Dealer.

Name - Enter their Company Name

Street - Enter their Street Address.

City - Enter the City.

State - Enter their 2 character State (or Province) code.

Zip - Enter their Zip Code.

Date Off Line - See the "Taking All of a Dealer's Accounts Off Line" section below.

Bill on Behalf - Check this box if MKS Dealer Billing is to be implemented for this Dealer.

License Number - Enter the Dealer's primary License Number

 

Contact Information section - Enter all (available) Contact Information:

 

HelpFilesDealersContactInformation

Contact Information section

 

Contact - Enter your primary contact at this Company.

Telephone - Enter the primary contact's Telephone Number at this Company.

If no Area Code is required, enter the telephone number (it cannot start with a 1 and the dash between the third and fourth number will be inserted automatically).

If 10 digit dialing is in effect - no "1"prefix is needed, but you do need to dial an Area Code as part of the telephone number:

oPress the <Space Bar> first.

oThen enter the three digit Area Code.

oFinally, enter the seven digit Telephone Number.

oCorrect formatting will be inserted automatically.

Long distance Telephone Numbers (with a "1" prefix) are entered as such with the formatting parentheses and dash applied automatically.

Extension - If required, enter their extension.

Email - Enter the Email address for Alarm Dispatch Notification.

Fax - Enter the Fax number for Alarm Dispatch Notification, or general communications for Activity Reports and Alarm Tickets.

If no Area Code is required, enter the telephone number (it cannot start with a 1 and the dash between the third and fourth number will be inserted automatically).

If 10 digit dialing is in effect - no "1"prefix is needed, but you do need to dial an Area Code as part of the telephone number:

oPress the <Space Bar> first.

oThen enter the three digit Area Code.

oFinally, enter the seven digit Telephone Number.

oCorrect formatting will be inserted automatically.

Long distance Telephone Numbers (with a "1" prefix) are entered as such with the formatting parentheses and dash applied automatically.

Pass Code - Enter a Pass Code for identification purposes.

Alias Called ID - This field will be used for a feature that is still Under Development.

Call Back Number - Enter the Telephone Number to use when calling back this Dealer.

If no Area Code is required, enter the telephone number (it cannot start with a 1 and the dash between the third and fourth number will be inserted automatically).

If 10 digit dialing is in effect - no "1"prefix is needed, but you do need to dial an Area Code as part of the telephone number:

oPress the <Space Bar> first.

oThen enter the three digit Area Code.

oFinally, enter the seven digit Telephone Number.

oCorrect formatting will be inserted automatically.

Long distance Telephone Numbers (with a "1" prefix) are entered as such with the formatting parentheses and dash applied automatically.

 

Signal Information section - As shown in the illustration below, the Maximum number of Active (those requiring an Operator to process and complete) Signals; Passive Signals (those which the system (SPA and/or MKMSCS process automatically) and the Total Signals (any Signal received by SPA) must be specified.

 

HelpFilesDealersSignalInformation

Signal Information section

 

Maximum Active Signals Allowed - Enter the number of Active Signals per Account that are allowed.

Maximum Passive Signals Allowed - Enter the number of Passive Signals per Account that are allowed.

Maximum Total Signals Allowed - Enter the Total number of Signals per Account that are allowed.

Do not process on Excessive Signals - Check this box if this Dealer is not to be billed for any Excessive Signals.

 

Note #1: The Date/Time Range for these allowances is determined within the Excessive Signals Report dialog when the Report From and Report To Dates (and Times, if required) are entered.

Note #2: The Date/Time Range for these allowances is determined when the Excessive Signal billing dialog is selected and the From and To Dates (and Times, if required) are entered.

 

Page Information section - If applicable, and you are using the Communications Module, enter the Pager Service communication information.

 

HelpFilesDealersPagerInformation

Page Information section

 

Pager Service - Enter the Pager Service ID.

Page ID - Enter the Alarm Dealer's Pager ID Number.

Notify Alarm Dealer on Alarm Dispatch - By default, this will be None.  

You may Select Pager, Email, or None, as appropriate, using the Drop-Down Selection List provided.

Click the HelpFilesNavigationMenuSaveIcon to record this Dealer information.

 

HelpFilesNavigationMenuGrid-PrintIconList Icon - The Navigation Menu also has a List option which provides a tabular view of these Dealer records.

 

HelpFilesDealersGridDataView

Dealers Form - List View

 

Some columns may contain expanded comments or other information which may make the List View's display somewhat difficult to use.

Ø - Click the Asterisk at the left of the row of Header Names to display a Drop-Down Check List of each column's Headed Name.

 

HelpFilesClickHereToShow-Hide-MoveColumnNames

Check any Header Name to be included in the List View (by default, All Header Names will be Checked)

Remove the Check for any Header Name (see illustration below) that is to be removed from the List View.

 

Click the List Icon to display the associated Grid Data.

The columns of Grid Data may be rearranged, filtered, sorted, and exported as a PDF file and/or an Excel formatted file.

 

HelpFilesGridFind&ClearOptions

 

Find - Enter text to search for a specific record, then Click the Find option.

Clear - To remove the text to search for entry, Click the Clear option

 

HelpFilesNavigationMenuGrid-PrintIconWithOptions

Navigation Menu shown with the List Options for Export & Print

 

Click the List Icon again to Close the List View and return to the Record Editing View.

See the Grid & Lists - Print Preview - Export Data chapter for complete information on using the List View, including its Export & Print options.

 

Other Dealer Form Tabs

Excessive Signals sub-tab

With the Excessive Signals sub-tab selected, identify the Bill Payer (Subscriber record) for this Dealer, the CSID with the Dealer's default Dealer Call List, and the special Comments and Test Notes for this Dealer

 

HelpFilesDealersFormRecordEditingView-ExcessiveSignalsTab

Dealers Form - Recording Editing View - Excessive Signals sub-tab

 

Bill Payer - Click the Ellipse on the right end of the field to open the Select Bill Payer dialog

 

HelpFilesSelectBillPayerDialog-SearchByOptions

Select Bill Payer dialog - Search by methods

 

Select the appropriate Search By method to locate the desired Subscriber

Locate the Subscriber with the Billing Address for the Invoices that will be billed to this Dealer for their Contract Monitoring Services and Excessive Signals FeesChoose the Subscriber with the Billing Address for the Invoices that will be billed to this Dealer for their Contract Monitoring Services and Excessive Signals Fees.

Click the OK button to insert the selected Subscriber's Name into the Bill Payer field.

 

Call List field

Understanding this Call List field and How it is Used:

A Subscriber record must be entered for each Alarm Dealer for whom your Company provides Central Station Monitoring Services.

Any number of People To Call may then be entered for that (Alarm Dealer's) Subscriber record after a CSID (real or fictitious) is entered in the Subscriber Panels section on the Central Station Data Form.

Once those People To Call are defined in the Subscriber record for this Dealer, and the CSID for that record is Selected in this Call List field:

oWhenever an Alarm Signal is received from one of this Dealer's Accounts, the Dealer's Call List Names will be included and labeled as Dealer Contacts, as will the Names in any Alternate Call List assigned in Subscriber Panels for that Subscriber which will be included and labeled as Alternate Contacts, thereby providing the Operator who is processing the alarm, access to this Dealer's contact information (labeled as Dealer), an Alternate Call List (labeled as Alternate), as well as the Subscriber's own list of People To Call (which are labeled as Standard).

oWhen an Operator uses the Sub Info (F2) screen to reference Subscriber Information, in addition to the Subscriber's People To Call list shown on the General tab of the Call List section of that form, the Dealer's Contact List will be provided on a separate Dealer tab, and any Alternate Call List assigned in Subscriber Panels will be provided on an Alternate tab, thereby giving the Operator access to this Dealer's Call List, an Alternate Call List (if assigned), as well as the Subscriber's regular Call List.

 

Also see Special Subscriber, Subscriber Panel, Panel Zone & CSID Zone Entries for more information.

 

Click on the Ellipse on the right end of the field to open the Search dialog

 

HelpFilesSearchDialog-SearchByMethdos

(Subscriber) Search dialog - Search by methods

 

Select either Subscriber Name or CSID as the Search By method,

Choose the Name or CSID of the Dealer's designated Subscriber that contains their People To Call information for this Dealer,

Optionally, you may Select the Name or CSID of any other Account that has the Contacts that are to be assigned to, and used by this Dealer as their default Dealer Call List.

Click the OK button to insert the selected Subscriber's CSID into the Call List field.

 

Comments - This field is available for the entry of any additional information about this Dealer, their agreement with you, and any other pertinent comments that may be required.

Double-Click this field to open it as a Rich Text Editor field.

 

HelpFilesDealersCommentsEditRishText

 

While Processing Alarm Signals, Operators may Click the Dealer Icon to view this information while performing a Dispatch.

 

Test Notes - Enter any Note that is to be displayed for the Operator whenever an Account being monitored for this Dealer is Placed on Test.

Double-Click this field to open it as a Rich Text Editor field.

 

HelpFilesDealersEditTestNote

 

When an Operator is requested to Place an Account on Test, if a Subscriber or Dealer Test Note has been entered, it will be displayed for Him/Her at the time they do so, in a special Test Notes box (as shown in the illustration below).

 

HelpFilesPlaceAccountOnTestTestNotesDealerNote

Place an Account On Test - Test Notes - Dealer Note tab

 

Click the HelpFilesNavigationMenuSaveIcon to record this Excessive Signal tab information.

Repeat this process, as needed, to define the Excessive Signal information for each Dealer.

 

 

Dealer Module Users sub-tab - With the Dealer Module Users Tab selected, you may identify the Dealer Module Users for this Dealer which must have been previously entered in the Dealer User Maintenance Form.

Note: Dealer Module Users must first be identified in the Dealer User Maintenance Form to be added to this of the Dealers Form.

a)Dealer Users do not have to be, but may also be an Employee. (i.e., if an Employee of your Company also provides emergency services for an Alarm Dealer and therefore needs access to the Dealer Module)

b)Dealer Users identified in the Dealer User Maintenance Form may be assigned on that Form to one or more of your Alarm Dealers, or at any time in the future, as appropriate (i.e., if the Alarm Dealer has granted that Dealer User access to their data and systems through the Dealer Access Module).

 

HelpFilesDealerForm-DealerModuleUsersTab

Dealers Form - Dealer Module Users tab

 

Click on the Click here to add a new row bar

User ID - Use the Drop-Down Selection List to Choose a previously identified Dealer Module User from those entered in Dealer User Maintenance

 Full Name , User Name  Phone etc. - This data will be inserted automatically based on the Selected User ID and the information entered for that User ID.

 

Action Plans sub-tab - With the Action Plans tab selected, you may assign a specific Action Plan to an Alarm Condition Code

Thereafter, when an Alarm Signal - which is assigned that Alarm Condition Code - is received from any of this Dealer's Subscribers, its associated Action Plan will be executed.

This allows you to override the normal Operator Guided Response that would be followed based on the CSID Zone or Panel Zone information, when this type of Alarm Condition Codes is received.

Note: See the Micro Key Solutions Automated System Actions, Alarm Condition Codes, and Action Plans chapters for more information relating to this feature.

 

HelpFilesDealerForm-ActionPlansTab

Dealers Form - Action Plans tab

 

Click on the Click here to add a new row bar

Alarm Code - Use the Drop-Down Selection List to Choose the appropriate Alarm Condition Code.

Action Plan - To assign predefined Action Plan to dictate the exact Signal Processing steps that are required for this Alarm Condition Code, use the Drop-Down Selection List to Choose the appropriate Action Plan for these Alarm Signal.

 

Temp Notes sub-tab - With the Temp Notes Tab selected, you may add a Temp Note and have it displayed when one of these Dealer's Subscribers has an Alarm System activated (i.e., sends an Alarm Signal to the Central Station)

This ensures that the Operator will know that important Dealer specific information (e.g., the Dealer is on vacation, or unavailable because of some other unusual situation) will be shown to the Operator within a designated starting and ending date and time.  In the event of another signal being transmitted from that Subscriber, the next Operator will also be informed of the "issue" through the display of that Temp Notes message.

Click the HelpFilesNavigationMenuNewIcon to enter a Temp Note.

 

HelpFilesDealerForm-TempNotesTab

Temp Notes tab - with Rich Text Editor entry

 

Start Date - Use the Drop-Down Calendar/Date Selection Box to Choose the starting date and time for this Temp Note.  

By default, it is Today and Now.

End Date - Use the Drop-Down Calendar/Date Selection Box to Choose the ending date and time for this Temp Note.  

By default, it is Tomorrow at the Same Time.  

You must reset this ending date and/or time to reflect when you want this Temporary Note to expire.

Note - Enter the Note to be displayed for the Operator.

Type the note or comment that is to be displayed for the User or Operator.

There is a Rich Text Edit Form available to format and/or color the text,

Double-Click within the Note field to open the Rich Text Editor.

When finished, be sure to select Save button on the Rich Text Editor.

Click the HelpFilesNavigationMenuSaveIcon at the top of the Temp Notes sub-tab to record the Temp Note entry.

 

Using the Copy To option on the Temp Notes Tab:

Once entered, there may be a need to copy an existing Temp Note to another Subscriber Panel's CSID which has been set up for this same Dealer.

To do so, Open the Subscribers Form and Retrieve (F2 Search) the appropriate Subscriber record.

Select the Edit View Icon and Choose the Monitoring Tab and locate the Subscriber Panels section.

Select the appropriate Subscriber Panel's CSID.

Click the Temp Notes Icon.

 

HelpFilesDealerForm-TempNotesTab-CopyToIcon

 

Click the Copy To... Icon to open the Select Panels dialog.

 

HelpFilesCopyTo-SelectPanelsDialog

 

Click on any Header Name (ID, CSID, Name, etc.) column's field.

Press F2

In the (F2) Search field, enter the Subscriber's ID, CSID or Name depending on the field selected, to identify the Subscriber Panel's CSID to which the selected Temp Note is to be copied.

This is an incremental search function so, as you type your entry, the highlighted record will continue to be relocated until you have found the required record.

Check the desired Account.

 

HelpFilesTempNotesSelectPanelDialog

Select Panels dialog for the Temp Notes Form

 

Click the OK button to execute the Copy To function.

The Selected Temp Note will be copied to the Temp Notes tab of the Selected Subscriber(s) record(s) and the Select Panel dialog will close.

 

Accounts sub-tab - Select the Accounts sub-tab to view a List of this Dealer's Accounts:

 

HelpFilesDealerForm-AccountsTab

Dealers Form - Accounts tab - List of Dealer's Accounts

 

To view the Subscriber Form of a listed Account, Double-Click on that Subscriber's Name.

 

HelpFilesDealerForm-AccountsTab-AssociatedSubscriber

 

See the Grid & Lists - Print Preview - Export Data chapter for complete information on using the Accounts Grid's options.

 

Taking All of a Dealer's Accounts Off Line at the same time:

There are times when an Alarm Dealer, for whom you are providing Central Station Monitoring Services, will need to have all of those Accounts taken off line, all at one time.

Whether for Non-Payment, a Liability Issue, acquisition by a different Central Station, etc., eventually you will almost certainly be faced with this situation.

There are two ways to do so:

1.Manually

 

HelpFilesSubscribersEditView-MonitoringTab-DateOffline

 

a.You would need a Dealer Breakdown Report listing for that Dealer, with all of their Accounts.

b.Then you would have to look-up each of that Dealer's Accounts on the Subscribers Form.

c.Finally, you would have to Open the Central Station Data Form to set the Off Line Date, as appropriate.

 

2.Automatically

 

HelpFilesDealerForm-DateOffLine

 

a.Click the Calendar Icon next to the  Date Off Line  field

b.Select the Date required using the Drop-Down Calendar/Date Selection Box provided.

 

The Manual method may take days to complete, the Automatic method will take just a few minutes.

In either case, if certain specific Accounts should Not be taken Off Line, those individual Accounts may easily be put back On Line, as needed, by going to the Central Station Data Form to clear the Off Line Date field for those Accounts, as appropriate.

 

Using the special purpose buttons on the Dealers Form:

 

HelpFilesDealersSpecialPurposeButtons

  Dealer Form - Special Icons (circled)

 

Tech Details - This option on the Dealers Form (and Dealer User Maintenance Form) opens the Dealer Technician Form which is used for entering the Names and related information of the Dealer Technicians that are employed by this Dealer, and are therefore are allowed to perform service work on this Dealer's Accounts.

 

HelpFilesDealerForm-TechDetailIcon

This button offers the same functionality as the Tech Details button on the Security tab of the Employees Form.

The Dealer Technician does not need to be entered as an Employee within MKMS to have them entered on the Dealer Technicians Form through the use of the Tech Detail button.

Click the Tech Details button on the top of the Dealer Form to enter the Dealer Technicians that are allowed to perform service work on this Dealers Accounts.

Click the HelpFilesNavigationMenuNewIcon to display the Dealer Technicians Form.

 

HelpFilesTechDetails

Dealer Technicians Form

 

Documents - Used to Link pertinent Documents: usually Contracts, Correspondence, or specific Alarm Tickets, etc. from or for this Dealer.

 

HelpFilesDealersDocuments

 

To Link a Document into MKMS, Click the Documents icon on the top of the Dealer Form.

Please refer to the full discussion of Documents in that chapter.

 

Scheduled Reports - The Scheduled Reports option will only be displayed when the Communication Module is registered.

 

HelpFilesScheduledReports

Scheduled Reports dialog available on the Dealers Form

 

If you want to have your Alarm Dealer(s) receive Periodic Reports of Alarm Activity from their Accounts, their Scheduled Reports Information must be entered.

See the Scheduled Reports chapter in the Communications Module section for detailed information.

 

EMail - Click the Email option is used to open an Email dialog (in Outlook® or whatever Email interface you are using) with the current Dealer's email address inserted automatically.

 

HelpFilesDealersForm-EmailOption

Outlook® Email interface with email address inserted automatically

 

Sub Dealers dialog - Each Dealer for whom your Company's Central Station is providing Contract Monitoring Services may establish Sub-Dealers who have a unique set of Accounts (e.g., Chain Stores, Shopping Centers, gated communities, etc.) and:

a)You want those Sub Dealers to be able to access to their Monitoring data using the MKS Web Dashboard application and/or

b)Those Contract Monitoring Services will be billed using the MKS Dealer Billing application.

See the Sub Dealers dialog chapter for instructions on how to enter the Sub Dealer information

 

Billing - Dealer Billing dialog - Each Dealer for whom your Company's Central Station is providing Contract Monitoring Services may be billed for those services using the MKS Dealer Billing application.

Click the Billing Icon on the Ribbon Menu of the Dealers Form to display the Dealer Billing dialog.

 

HelpFilesDealersForm-DealerBillingDialog

Dealers Form - Billing Icon (see mouse pointer) - Dealer Billing dialog

 

See the Dealer Billing dialog chapter for the instructions on how to enter the Dealer Billing information