Contract Types

This Help File Page was issued on 09/30/2017

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Contract Types

This Help File Page was issued on 09/30/2017

There are two types of Contracts tracked by MKMS:

1.Contracts which represent the Monitoring Contracts fulfilled by the Central Station Monitoring module:

In order to identify your Subscriber's Monitoring Related Contract information, you must first create the IDs and Descriptions representing these Monitoring Related Contract Types being offered by your Company.

There are two ways to Access the Contract Types 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 Contract Types option.

 

HelpFilesContractType

Contract Types Form

 

a.These User-Defined Monitoring Contract types (documented in "Defining the Contract Types" below) are used to identify the type of Monitoring Related Services that are being provided to each Subscriber.

b.The Monitoring Contract is assigned to a Subscriber using the Contracts Form.

c.A Subscriber may have more than one Monitoring Contract type in force (and a Subscriber may have more than one CSID assigned, as well).

 

2.Contracts which are the Service Contracts used by the Service Tracking System module:

a.In order to assign your Subscriber's Service Related Contract information, you must first create the Codes and Descriptions representing the Service Contracts being offered by your Company.

b.Service Contracts associated with the Service Tracking System are defined be accessing the Service Contracts Form:

a)From the Backstage Menu System Select Maintenance and Choose General Maintenance then Select the Service sub-menu, or

b)From the Quick Access Menu, Select Maintenance and Choose General Maintenance then Select the Service sub-menu

From within the Service sub-menu, Choose the Service Contracts option to view the Form shown below.

 

HelpFilesServiceContractsFrom

Service Contracts Form

 

c.These User-Defined Service Contract types are used for identifying a Subscriber's Extended Warranty and/or Service Agreement

d.The Service Contract is assigned in the Service Info Section within the Edit View on the Subscribers Form

e.Only one Service Contract may be assigned to each Subscriber.

 

Defining the Contract Types - Before identifying a Subscriber's Monitoring Related Contract information, you must create the Codes and Descriptions representing the Monitoring Related Contract Types being offered by your Company.

Contract Types represent what monitoring related, and contracted for, services are being provided to Subscribers

The definition and assignment of Contract Types is a requirement for UL® Accounts and therefore is a required Central Station Monitoring module start-up process.

Having the appropriate Contract Type specifically identified for a UL® Listed Subscriber is a UL® requirement for those Accounts.

Also, by entering your Monitoring Related Contract Types for the Monitoring Services being provided for each Subscriber enables the functionality of the Subscribers with No Contract report.

To be able to assign this Monitoring Related Contracts information to a Subscriber:

Create the Contract Types that are being offered (as explained below)

Assign the Contract Type(s) that each Subscriber has taken using Subscriber Options Menu on the Navigation section of the Subscribers Form to Choose the Contracts option.

 

HelpFilesContractsForm

Contracts (information) Form

 

Subscribers may have more than one Contract Type assigned to the same Account.

 

There are two ways to Access the Contract Types 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 Contract Types option.

 

HelpFilesContractType

Contract Types Form

 

This Contract Types 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 Contract Types Form.

 

HelpFilesNavigationBar-Generic

This Navigation Menu provides the normal Record Movement, New, Delete, Save, Refresh, and List options.

 

Record Editing section - The details of the currently selected record are displayed below the Navigation Menu at the center (Main Body) of the Contract Types Form.

 

HelpFilesContractTypesRecordEditingView

 

Entering Contract Types

To define the Contract Types being offered - one or more of which may be entered in each monitored Subscriber's Contracts Form.

Click the HelpFilesNavigationMenuNewIcon to start the Contract Type entry in the Record Editing section.

Contract Type ID - This is the system assigned record number which is inserted automatically when the record is initially saved.

Contract Type - Enter a Description of this Contract Type which is used to identify the type of monitored contract(s) being offered by the Company.

The Contract Type Description may up to 50 characters in length and include upper and/or lower case letters, numbers, spaces and normally used punctuation marks.

Click the HelpFilesNavigationMenuSaveIcon to record this Contract Type entry.

Repeat this process, as needed, to define each Contract Type in use.

 

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

 

HelpFilesConttactTypesGridView

Contract Types 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

 

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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.