Contact List Maintenance

This Help File Page was last Modified on 03/15/2022

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Contact List Maintenance

This Help File Page was last Modified on 03/15/2022

The Contact List Maintenance Form's tabs and sub-tabs provides the interface:

1.To design specific Contact Lists for specific Purposes, which will be used generally for Contacts which are to be made prior to a Dispatch, and after a Dispatch has been completed

2.To design specific Contact Schedules for specific Days and Times, and Alarm Events

3.To assign a Contact Schedule to a designated Contact List or to an individual Contact (e.g., People To Call, Alternate call list, and/or Dealer call list member)

 

System Requirements

a.Windows® 10 or higher operating system.

b.MKMS.exe version 5.1.35.8300 or higher

c.MKMSCS.exe version 5.1.35.7200 or higher

d.SQL Database scripted to release 20210930 or higher

 

The Contact List Maintenance tab

To access the Contact List Maintenance tab,

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

Choose the appropriate Subscriber Panel's CSID.

Select the Contact List Maintenance tab.

 

The Contact List Maintenance tab contains two sub-tabs (Contact Lists and Contact Schedules) with each of these tabs having their own sections:

 

HelpFilesCentralStation-Panels-CallListMaintenanceTab-CallListSubTab

Contact List Maintenance tab - Contact Lists sub-tab

 

A.Contact Lists sub-tab - Displays these three sections in a Grid format:

1.Available Contacts Grid - displays all Contacts - which were entered in the People To Call tab and have telephone numbers assigned - for the selected CSID and will include Contacts from “Alternate” and “Dealer” call lists when available, each of which is assigned a Type:

a.Contacts with “C” in the Type field are representative of entries in People To Call for the selected CSID,

b.Contacts with “A” in the Type field are contacts from an associated Alternate call list,

c.Contacts with “D” in the Type field r are contacts from an associated Dealer call list.

 

HelpFilesCentralStation-Panels-CallListMaintenanceTab-CallListSubTab-AvailableContactsAssignedSchedules

Available Contacts grid - Assigned Schedule grid

 

Shown above, Click the small right arrow to display a Grid containing any Contact Schedules that were previously assigned to this Contact (see B. Contact Schedules sub-tab discussion below).

 

2.Contact Lists Grid - lists all of the existing Contact Lists defined for the currently selected CSID.

a.A new Contact List  (see "Defining a Contact List" below) may be created for the selected CSID  

b.An existing Contact List entry may be modified, and/or deleted for the selected CSID  

 

3.List Members Grid - displays all Contacts who are assigned to a selected Contact List entry.

 

See the Using the Contact List tab's Ribbon Menu options discussion below

 

B.Contact Schedules sub-tab - has three sections:

 

HelpFilesContactMaintenanceTab-ContactSchedulesTab

Contact List Maintenance tab - Contact Schedules sub-tab

 

1.Schedule List - This section is a read only and displays the list of all Contact Schedules

a.It also provides a “Find” panel used to search for a specific Contact Schedule

2.Availability - This section displays the days of the week and optionally the times in which the selected Contact Schedule is “in effect”.

3.Schedule Details - this section is used to actually define a Contact Schedule  

a.This section is where Users will perform data entry for a Contact Schedule

b.The area on the far right will dynamically change based upon the “Schedule Type” option selected (explained later in this chapter)

 

See the Overview of the Contact Schedules tab's features and functionality discussion below

 

Using the Contact Lists tab and the Contact List section's Ribbon Menu options:

The Contact List section displays a List of Contact items

Each Contact List item will be assigned:

The associated Alarm Condition, Signal Id, and/or Zone Code that would "trigger" its usage.

A User may Add, List, Edit, Delete and/or Copy items in the Contact List.

 

HelpFilesContactListMaintenance-ContactListsIcons

Contact Lists section's Ribbon Menu

A set of one or more Contacts (i.e., People To Call members, Alternate Call List members and/or Dealer Call List members) must be assigned as List Members

See List Members: Assigning, Removing and Reordering Contacts below

 

Maintaining the Contact Lists  

a.Add List - Click the “Add List” button to create a new Contact List entry.

b.Edit - Click the “Edit” button to update/modify an existing Contact List entry.

c.Delete - Click the “Delete” button to remove an existing Contact List entry.

d.Post - Click the “Post” button to Save the current Call List entry

e.Cancel - Click the “Cancel” button to abandon any additions/modifications made the the current Contact List entry

f.Copy - Click the “Copy” button to copy a Call List entry to any other CSID in the system

1)Clicking the “Copy” button presents the User with the Select Account dialog  

 

HelpFilesContactListMaintenance-ContactListsCopyOption-SearchDialog

Contact Lists  - Select Account dialog

2)Select a CSID (or change the Search By choice to Subscriber Name and select the appropriate Account Name)

3)Click the OK ü button to copy the selected Contact List entry and its associated List Members (see List Members: Assigning, Removing and Reordering Contacts below) to that selected CSID (or Account Name).

 

Defining a new Contact List:

Add List - Click the “Add List” button to create a new Contact List entry.

Description: Enter a brief description for this Contact List entry.

oThis is a free form field that allows the User to identify how and why this Call List entry is to be used.

List Type: By default, the List Type will be Standard and Active field will be Checked Select one of these options, as appropriate.  

 

HelpFilesContactListMaintenance-ContactLists-ListTypes

 Contact List Management - Contact List Types

 

1)Standard - General Contact List to be used based upon the configuration of the Contact List entry.

2)Before Dispatch: Used specifically when a special Contact List is required after Verification but before an alarm signal has been Dispatched.

3)After Dispatch:  Used specifically when a special Contact List is required after an alarm signal has been Dispatched. but before the Notification process has been started

4)Custom - See Automatic Actions - May be used specifically when a Contact List is required for a specific Alarm Code and/or Signal Id and/or Zone combination has been received which matches a previously defined Automatic Action.

5)Email - See Automatic Actions - May be used specifically when a Contact List is required for a specific Alarm Code and/or Signal Id and/or Zone combination has been received which matches a previously defined Automatic Action.

6)Pager - See Automatic Actions - May be used specifically when a Contact List is required for a specific Alarm Code and/or Signal Id and/or Zone combination has been received which matches a previously defined Automatic Action.

7)SMS / LLP - See Automatic Actions - May be used specifically when a Contact List is required for a specific Alarm Code and/or Signal Id and/or Zone combination has been received which matches a previously defined Automatic Action.

8)Voice / IVR / LLP - See Automatic Actions and IVR Management - May be used specifically when a Contact List is required for a specific Alarm Code and/or Signal Id and/or Zone combination has been received which matches a previously defined Automatic Action.

 

Alarm Code, Signal Id, Zone: Each of these fields may be populate, when appropriate:

1)May be used to create a Contact List definition for a specific signal configuration.  

2)By leaving all three fields blank, this Contact List will be used for ALL signals received from this CSID

 

Active: Will be Checked by default.  A Contact List entry must be Active to be used in the MKMSCS application.

 

Note: Attempting to create a Contact List entry with a configuration that already exists will:

1)Present a message informing the User that a list with that configuration already exists

2)Ask the User to modify it so it's unique

3)Allow the User to abort the entry.

 

List Members: Assigning, Removing and Reordering Contacts

Each Contact List entry must be created and saved before Users can add Contacts to the List Members Grid.

List Members will be contacted in the order they are displayed

 

To move a Contact from the Available Contacts Grid to the List Members Grid of a selected Contact List a User may:

1.Double-Click a Contact in the “Available Contacts” Grid (see A., 1. Available Contacts Grid above).  

2.Likewise, an individual Contact may be removed from the List Members Grid by Double-Clicking the Contact in the “List MembersGrid.  

3.Utilize any of the directional arrows located to the left of the List Members Grid to:

HelpFilesCallListMaintenance-AddContactIcon  Add the currently selected Contact in the Available Contacts Grid to the List Members Grid

HelpFilesCallListMaintenance-AddAllContactIcon   Add All Contacts in the Available Contacts Grid to the List Members Grid

HelpFilesCallListMaintenance-MoveContactIcon   Move the currently selected Contact up in the List Members Grid

HelpFilesCallListMaintenance-MoveContactDownIcon  Move the currently selected Contact down in the List Members Grid

HelpFilesCallListMaintenance-RemoveContactFromMemberListIcon  Remove the currently selected Contact from the List Members Grid

HelpFilesCallListMaintenance-RemoveAllContactsFromMemberListIcon  Remove All Contacts from the List Members Grid

 

Overview of the Contact Schedules tab's features and functionality:

 

HelpFilesContactListMaintenance-ContactSchedulesFeatures

Contact List Maintenance tab - Contact Schedules sub-tab

A.Ribbon Menu - The Contact Schedules Ribbon Menu provides

1.First, Prior, Next, and Last record navigation functions,

2.The normal Insert, Delete, Edit, Post, Cancel, Refresh Icons,

3.Plus an Assign/Remove Drop-Down Menu with Call List and Contact options

 

B.Schedule List - The “Schedule Listsection is read only

1.Displays the list of all previously defined Contact Schedules.  

2.Provides a “Findoption which allows the User to locate a specific Contact Schedule.

 

C.Schedule Details - This has two sections:

 

HelpFilesContactListMaintenance-ContactSchedules-ScheduleDetailsSection

Contact List Maintenance tab - Contact Schedules sub-tab - Schedule Details section

 

1.The center section of the Contact Schedules tab is where a User will perform the data entry required to create a Schedule.  

 

HelpFilesContactListMaintenance-ContactSchedules-ScheduleTypes

Contact Schedules - Schedule Types

 

2.The section on the right, when present, will dynamically change based upon the option selected in the “Schedule TypeDrop Down Selection List.  

 

HelpFilesContactListMaintenance-ContactSchedules-ScheduleType-AdditionalDetails

Contact Schedules - Schedule Types - Additional Details

 

3.The Usage section at the bottom center dynamically changes verbiage to explain how to utilize the selected “Schedule Type

 

HelpFilesContactListMaintenance-ContactSchedules-UsageSection

Contact Schedules - Usage dialog

 

D.Availability - This section displays the days of the week and optionally, the start and end times, for when the selected Contact Schedules is “in effect”.

 

HelpFilesContactListMaintenance-ContactSchedules-AvailbilitySection

Contact Schedules tab - Availability section

 

Adding/Updating/Deleting a Contact Schedule:

A. Adding a Contact Schedule - Click the Add Schedule Icon to enter a new Contact Schedule. Focus will be shifted to the “Description” field

1.ID - Inserted by the system automatically when this Contact Schedule entry is initially Posted  

 

2.Description - This is a free form field which allows the User to identify the purpose and/or function of the Contact Schedule.

a.This is a required field.

 

3.Schedule Type: Use the Drop-Down Selection List provided to specify the schedule frequency.  

 

HelpFilesContactListMaintenance-ContactSchedules-ScheduleTypes

Contact Schedules - Schedule Types

 

a.When the Schedule Type changes in the Drop-Down Selection List, the right side of this section will change to reflect the applicable scheduling options as they pertain to the Schedule Type selected.

b.This is a required field.

 

3.Active - Will be Checked by default.  

a.A Contact Schedule entry must be active to be used in the MKMSCS application.

 

4.Available: Specifies if the members of the call list(s) using the Contact Schedule are available to be contacted.

a.CheckingAvailable” means that during Signal Processing these Contacts will be included in the Contact List presented to the Operator for the days/times specified  .

b.When “Available” is not Checked, it means that during Signal Processing these Contacts WILL NOT BE included in the Contact List presented to the Operator for the days/times specified  .

 

5.Starts/Ends:  Specifies when a Contact Schedule starts and/or ends when appropriate:  

a.Certain “Schedule Types” require a start date, some do not.  

b.Certain “Schedule Types” require a end date, some do not.

c.In the case where neither is required, the schedule is perpetual and will always be in force as long as the schedule is Active (see 3., a. above)

 

6.Usage:  This field dynamically changes verbiage to explain how to utilize the selected “Schedule Type” (see 3., a., b. above)

a.Explains what and why additional information may be needed  

b.This information field is read only

c.In some cases, the section on the right will provide additional field(s) that must be addressed

 

HelpFilesContactListMaintenance-ContactSchedules-ScheduleType-AdditionalDetails

Contact Schedules - Schedule Types - Additional Details/Fields

 

Seed the Providing the Additional Details related to the Selected Schedule Type discussion below for more information

 

Post - Click the Post Icon to record this Contact Schedule entry.

 

Cancel - Click the Cancel Icon to abandon this Contact Schedule entry.

 

Once the Contact Schedule entry is posted:

i.The “Availabilitygrid (see C. Availability above) is populated with the 7 days of the week automatically selected

ii.The “Start Time” and “End Time” are blank.  

iii.Users may Edit the days and the start and end times as needed to generate the availability/non availability of the Contact Schedule's members of the call lists or contacts.

 

Providing the Additional Details based on the Selected Schedule Type:

Schedule Type: The Drop-Down Selection List will provide a list that will specify the schedule frequency.  

 

HelpFilesContactListMaintenance-ContactSchedules-ScheduleTypesAndUsageNotes

Contact Schedules - Schedule Types - Usage information

 

Usage:  This field dynamically changes its verbiage based on the selected “Schedule Type

 

Additional fields are presented when appropriate, based on the selected “Schedule Type

1)Daily Frequency - Enter a "Starts" date and optionally an "Ends" date then specify how often (the number of days between each case) this should be used.

 

HelpFilesContactListMaintenance-ContactSchedules-ScheduleType-DailyWithDateFieldsAndUsageNotes

Contact Schedules tab -  New entry - Schedule Type - Daily Frequency

 

Use this type for schedules requiring a specific number of days based on the entered start date

Requires "Start" date and number of days.

 

2)Fixed Period - No additional required but a Start and End Date must be entered

 

HelpFilesContactListMaintenance-ContactSchedules-ScheduleType-FixedPeriodWithDateFieldsAndUsageNotes

 Contact Schedules tab -  New entry - Schedule Type - Fixed Period

 

Use this type for specified date ranges

Requires "Start" and "End" Dates

 

3)Monthly Frequency - Enter a "Starts" date and optionally an "Ends" date then specify how often (the number of Months between each case) this should be used.

 

HelpFilesContactListMaintenance-ContactSchedules-ScheduleType-MonthlyWithDateFieldsAndUsageNotes

Contact Schedules tab -  New entry - Schedule Type - Monthly Frequency

 

Use this type for schedules requiring a specific number of months based on the entered start date

Requires "Start" date and number of months.

 

4)Permanent - No additional required is required

 

HelpFilesContactListMaintenance-ContactSchedules-ScheduleType-PermanentWithNoDateFieldsAndUsageNotes

 Contact Schedules tab -  New entry - Schedule Type - Permanent

 

Use this type for a perpetual schedule

Does not utilize "Start" or "End" Dates

 

5)Specific Months - Indicate the Month(s) in which this Schedule Type should be implemented

 

HelpFilesContactListMaintenance-ContactSchedules-ScheduleType-SpecificMonthsWithMonthsListAndUsageNotes

Contact Schedules tab -  New entry - Schedule Type - Specific Months

 

Use this type for schedules requiring specific months of the year

"Start" and "End" dates are optional.

Leaving them blank makes the schedule perpetual

 

6)Specific Weeks -  Indicate the Week(s) in which this Schedule Type should be implemented

 

HelpFilesContactListMaintenance-ContactSchedules-ScheduleType-SpecificWeeksWithWeekNumbersListAndUsageNotes

Contact Schedules tab -  New entry - Schedule Type - Specific Weeks

 

Use this type for schedules requiring specific weeks of the year

"Start" and "End" dates are optional.

Leaving them blank makes the schedule perpetual

 

7)Weekly Frequency - Enter a "Starts" date and optionally an "Ends" date then specify how often (the number of Weeks between each case) this should be used.

 

HelpFilesContactListMaintenance-ContactSchedules-ScheduleType-WeeklyFrequencyWithDateFieldsAndUsageNotes

Contact Schedules tab -  New entry - Schedule Type - Weekly Frequency

 

Use this type for schedules requiring a specific number of weeks based on the entered start date

Requires "Start" date and number of weeks.

 

Assigning and Removing Contact Schedules for the selected CSID :

Contact Schedules may be assigned either of two ways:

1.To a Call List entered in the Contact Lists tab on the Contact List Maintenance Form  

2.To specific Contacts.  

 

Users may access the assignment screens by making a selection from the Assign/Remove drop-down arrow

 

HelpFilesCallListMaintenance-AssignRemoveSchedules

Contact List Maintenance tab - Contact Schedules sub-tab - Assign/Remove options

 

A.Call List (assignment) option -  The “Call Listoption will display the Call List Schedule Assignment Form with all previously entered Call Lists (see Call List tab's - A., 3., a. & b. above) that are defined for the currently selected CSID panel.

 

HelpFilesCallListMaintenance-CallListScheduleAssignment

Call List Schedule Assignment

 

1.Select - Check an entry to assign a Contact Schedule to a Call List, or remove the Check to cancel this assignment.  \

2.Select All - Check this box to select/remove all items in the Call List Schedule Assignment list.

3.OK - Once the User is satisfied with the selections, Click the OK button to save all changes.

4.Cancel -  Click this button to discard any modifications and leave the Call List Schedule Assignment list as is.

 

B.Contact (Schedule Assignment) option -  This displays the Contact Schedule Assignment Form which functions in the same manner as the Call List Assignment Form

 

HelpFilesCallListMaintenance-ContactScheduleAssignment

Contact Schedule Assignment

 

1.Select - Check an entry to assign a Contact Schedule to a Contact, or remove the Check to cancel this assignment.

2.Select All - Check this box to select/remove all items in the Contact Schedule Assignment list.

3.OK - Once the User is satisfied with the selections, Click the OK button to save all changes.

4.Cancel -  Click this button to discard any modifications and leave the Contact Schedule Assignment list as is.

 

Understanding the Central Station's Contact Schedules Implementation

Note: As mentioned earlier in this chapter, the Legacy People To Call tab's functionality has been preserved to accommodate those Central Stations that wish to continue using the central station monitoring software (MKMSCS) as presented before this 5.1.35.8258 implementation.  

 

A.The 5.1.35.8258 and later version of MKMSCS knows when to utilize which method to retrieve the applicable Call List (use one created from People To Call, Alternate Call List, Dealer Call List, or use a Contact List created for a Contact Schedule entered in the Contact List Maintenance Form, as appropriate) for the Operator. Therefore, system will - when appropriate - automatically:

a)Apply the Legacy People To Call functionality, or

b)Use the Contact List definitions created in Contact List Maintenance

 

B.The following outline describes how the software retrieves the applicable Call List's (Legacy or Contact List) contact information while Processing Alarm Signals.

1.When the Account (CSID) does not have Contact Lists defined in Contact List Maintenance:  

a.The software automatically reverts to its Legacy methodology and presents the appropriate Call List contents to the Operator.

b.The Legacy Call List's contents presented to the Operator are assembled from the Account's People To Call, and/or the Alternate Call List, and/or the Dealer Call List entries.

 

2.When the Account (CSID) has Contact Lists defined in Contact List Maintenance:  

a.If the Alarm Signal matches a Contact List created for a specific signal configuration (Alarm Condition, and/or Signal Identifier, and/or Physical Zone) that Contact List will be presented to the Operator, when appropriate,

b.If there is no match, the Legacy Call List (see B. 1. b. above) will be presented to the Operator.  

c.This "must be one or the other" process ensures a Call List is ALWAYS presented.

 

3.Before & After Dispatch Call Lists:  

a.When Processing Alarm Signal - as the software is preparing to enter the Dispatch phase, the software checks to see if there is a “Before Dispatch” Contact List created for the Account.

b.Assuming the Contact List entry is active and not expired:

1)If the Contact List entry's Alarm Condition, CSID Zone Signal Identifier and Physical Zone fields are all empty, then the “Before Dispatch” Call List is always presented before proceeding to the actual Dispatch phase,

2)If there are specified conditions (Alarm Condition, and/or Signal Identifier, and/or Physical Zone) assigned to the Contact List entry, then the Alarm Signal must have those same conditions before the list is presented

3)If the specified conditions do not match the "Before Dispatch" Contact List entry, the software proceeds directly to the normal Dispatch sequence.  

c.Any “After Dispatch” Contact List entries adhere to the same rule but are presented after the Alarm Signal has been Dispatched.  

d.There is no default "fall back to" for Before Dispatch and After Dispatch Contact List entries

1)When there is no matching Before Dispatch and After Dispatch Contact List entry, the software moves on the next logical step in the Operator Guided Response, or Action Plan.

2)Call Lists will be displayed in the same format and same locations as they always have and will be as expected to the Operator.  

3)The only exception is for the Before Dispatch and After Dispatch Contact Lists.  

C.Before and After Dispatch - The instructions and images below illustrate the processing steps for any Alarm Event that has a Before Dispatch and/or After Dispatch Contact List

1.When an Operator Guided Response is in effect, Operators will utilize the same familiar interface

 

HelpFilesCallListMaintenance-BeforeDispatchContacts

Operator Guided Response - Before Dispatch Call List

 

a.The Dial button and Call Results Drop-Down Select List are located in the same places,

b.The only difference is that once the Call List is exhausted, the Operator will have to Click on the Next button to move to the Dispatch sequence.  

c.Clicking Next will move the Operator to the actual Dispatch dialog.

 

HelpFilesCallListMaintenance-DispatchingPoliceDialog

Operator Guided Response - Typical Dispatch dialog

 

d.Operator will carry out the Dispatch sequence as normal and when complete, Click on the Next button.  

 

HelpFilesCallListMaintenance-DispatchingPolice-AfterDispatchContacts

Operator Guided Response - After Dispatch Call List

 

e.If there is an “After Dispatch” Contact List assigned, once the call list is exhausted or an applicable response is logged, the system moves on to the next logical step.

f.If there is noAfter Dispatch” Contact List assigned, the system will move on to the next logical step in the Operator Guided Response.,

 

2.When an Action Plan is in effect, the Action Plan functions in the same manner (as the screens below illustrate)

a.Action Plan - Before Dispatch

1)The Operator will Call the listed Before Dispatch Contacts as presented

2)Enter the related Contact results information using the Drop-Down Selection List presented, then

3)Click on the Next button

 

HelpFilesCallListMaintenance-ActionPlan-BeforeDispatch

Action Plan - Before Dispatch dialog

 

b.Action Plan's (typical) Dispatch dialog -

1)The Operator will Call the listed Dispatcher as presented,

2)Enter the Dispatcher information

3)Respond to any other prompts presented, then

4)Click on the Next button

 

HelpFilesCallListMaintenance-ActionPlan-Dispatch

Action Plan - Typical Dispatch dialog

 

c.Action Plan - After Dispatch

1)The Operator will Call the listed After Dispatch Contacts as presented

2)Enter the related Contact results information using the Drop-Down Selection List presented, then

3)Click on the Next button

 

HelpFilesCallListMaintenance-ActionPlan-AfterDispatch

Action Plan - After Dispatch dialog