Place an Account on Test

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

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Place an Account on Test

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

There will be many times throughout the day that Technicians, Dealers, and/or Subscribers will request that a an Operator (or other User) Place an Account on Test.

By default, no Accounts are on test - meaning that all signals sent by all systems will be processed in the normal manner as defined in the Panel Zones, and/or the CSID Zones Form(s)

An Employee (e.g., User, Operator, Technician) may only place a Subscriber's Subscriber Panel CSID On Test ef the Can Place Accounts On Test? option is Checked on the Employee Form's Security tab,

a.Thereafter that Employee may Place an Account on Test using this Panel Tests Form. (see the "Accessing the Panel Tests Form" discussion below)

 

HelpFilesEmployeewFormSecurityTabCentralStationSubTabCanPlanAccountsOnTestOption

 

b.Within MKMS by an authorized User by selecting this Place an Account On Test Form.

c.Within MKMSCS by an authorized Operator using the F5 On Test option.

d.Within the Web Tech Service by an authorized Technician (with authorization provided in the Dealer User Maintenance Form) using the On Test Panels function.

 

Accessing the Panel Tests Form :

a)From the Backstage Menu System within MKMS, Select Maintenance and Choose the Monitoring option, then select the Place account on test option, or

b)From the Quick Access Menu within MKMS, Select Maintenance and Choose the Monitoring option, then select the Place account on test option, or

c)From anywhere within MKMSCS by Pressing the F5 function key, or

d)From the Shortcuts tab on the MKMSCS Desktop, Choose the F5 On Test option.

 

The Panel Tests Form will be displayed.

For the convenience of the Operator, this Panel Tests Form may be re-sized.

 

HelpFilesPlaceAccountOnTest

Panel Tests dialog is used to Place an Account on test

 

Panel Tests List - If any Accounts have been placed on test, when the Panel Tests Form is displayed, those "On Test" Accounts will be listed within the Grid shown above.

 

Two ways of Refining your Search within this Grid:

1.Click on one of the Header Titles (CSID, Subscriber, Panel Description, etc...) to reverse the order in which the Panel Tests List is displayed (lowest value first, to highest value first) based on the Header Title you chose.

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

 

HelpFilesGridFind&ClearOptionsGray

 

Click on the Enter text to search... field and enter characters that best represent the specific record that you are searching for.

This is an incremental search from left to right.

As you type, based on the data type you've chosen, the record(s) that most closely matches your entry will be highlighted.

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

 

Once you've set the Order of the data, you may Drag and Drop the Column Header that determines the Order to the first position on the Panel Test Information List.

If you re-order the list based on another column's data, you will need to reposition that column, if desired.

There are several functions that may be performed on this Panel Test Information Form, accessed by Clicking one of the Icons at the top of the Form.

 

HelpFilesPlaceAccountOnTestOptions

Panel Tests - Options

 

Using the Add Test icon to Place account on test:

Click the HelpFilesNavigationMenuNewAdd Test Icon.

Search - The Search dialog will be displayed.

 

HelpFilesSubInfoSearchDialog

 

Search By - Using the Drop-Down Selection List provided, Select the Search By criteria for locating the required Subscriber record.  

The default criteria is initially blank, then the one used most recently becomes the default.

On a User by User basis, the selected Search By method - when selected - will become the new default Search By method for that User.

 

HelpFilesSearchByCriteria

Search By criteria list

 

Search Value - Enter a Search Value.  

The Search Value entry is not case sensitive.

"SMITH: and "smith" are viewed and searched in the same manner, because during the search, the system internally converts the Search Value entry and the Search By field to all upper case.

Click on the required Subscriber record when it is displayed, then Click OK.  

The Search Dialog will close and the selected Subscriber record will be displayed on the Sub Info Form.

 

How the Search will be performed:

Auto Search - By default, the Auto Search function will be set for Begin.  

However, using the Drop-Down Selection List available in the Options Menu, you may Choose any of three methods to locate the needed record.

If Auto Search is active, entering the first few letters of their name will present a list of choices.

As each Search Value character is typed, the list will be further refined based on the additional characters entered.

Click on the appropriate Subscriber record when it is displayed.

HelpFilesSearchOptions-Beginning

Begin - The Search Value that is typed will be compared to the beginning of the Search By criteria you selected.

Partial - The Search Value that is typed will be compared to the whole line of data to find any matching set of characters in the Search By criteria you selected.  

As an example, entering "MIT" would locate "SMITH".

End - The Search Value that is typed will be compared to the end of data to find a match based on the Search By criteria you selected.  

What you enter will be compared from the end, back to the beginning of the field selected in Search By.

 

Working with the Add/Edit Panel Test and the Additional Panels sections:

Test Notes - When an Operator is requested to Place an Account on Test, if a Subscriber or Dealer Test Note has been entered on their associated Central Station Data Form

 

HelpFilesPlaceAccountOnTestTestNotesSubscriberNote

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

 

Those Test Notes will be displayed for Operator/User in a special Test Notes box (as shown in the illustration above and below) as they start the On Test entry process.

 

HelpFilesPlaceAccountOnTestTestNotesDealerNote

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

 

Panel Test For: Subscriber Name -CSID: nnnnnn - This information, displayed at the top of the Panel Test For: section of the Panel Test Information Form, is filled in automatically based on the selected Subscriber and CSID.

Before proceeding ensure that the correct Subscriber and CSID combination was selected.

If a wrong selection was made, Click the Cancel button and start over.

 

HelpFilesPlacePanelOnTestAddEditPanelTest

Panel Test For: fields and Additional Panels section

 

Panel Test For: (Subscriber Name) - CSID - nnnnnn - This section is for entering the date and time, and associated information to specify exactly what signal(s) and/or additional CSIDs for this Subscriber, should be placed On Test:

Starting - By default, the current Date and Time - adjusted back one hour to compensate for any time differences between system, receiver and transmission time - is inserted.  

This information may be modified as appropriate.

Ending - By default, in the example above, the allowable time was set at two hours after the Starting time entered above is inserted (see Setting the On Test Default Options below), thus providing a two hour "window" from an hour ago, to an hour from now.  

This information may be modified as appropriate.

Setting the On Test Default Options - The default for the Ending Time is established in the Central Station Options tab of the User Options Form within the General tab in the On Test Options sub-tab with the ability to establish an Operator On Test Default (Hours) setting and another setting for the Central Station Supervisor on Test (Hours).

Signal ID - If you are not placing the entire system On Test, using the Drop-Down Selection List provided, Choose the Signal ID to be placed On Test.

The Drop-Down Selection List lists all of the CSID Zones defined for the selected CSID.

Alternately, you may Manually enter a specific Signal ID which may, or may not have been previously defined (which is useful when testing a newly activated Signal ID that's being added to an existing Account)

 

HelpFilesPlaceAccountOnTestSignalIDList

Selecting the Signal ID while Placing an Account On Test

 

Note: If the OverrideDropDownList option is set to True ("T") in the Company Settings dialog accessed from the Company tab on the User Options Form, you may override existing Signal IDs with a free form entry which is particularly useful when first testing a new or revised installation.

 

Zone - You may limit the On Test status to one, or more than one, specifically selected Zones, use either method i. or method ii. (see below) based on your need:

i.If you are not putting the entire system on test, and want to put only one specific Zone on test:

a)Use the Drop-Down Selection List provided to Choose the appropriate Zone.

b)Alternately, you may Manually enter a specific Zone which may, or may not have been previously defined (which is useful when testing a newly activated Zone that's being added to an existing Account)

 

HelpFilesPlaceAccountOnTestZoneCode

Selecting the Zone when Placing an Account On Test

 

ii.If you are not putting the entire system on test, but want to put more than one previously defined, specifically selected Zones On Test:

HelpFilesPlaceAccountOnTestMultipleZonesButtonClick the Multiple Zones button.

oUsing the Select Zones dialog, Check all of the Zone(s) that are to be placed On Test.

 

HelpFilesPanelTestsSelectZones

 

Click the OK übutton when all required Zones to be placed On Test have been Checked.

 

Authorized By - Identify the person who requested that the system be on test.

 

Technician - Use the Drop-Down Selection List to Choose the Technician requesting to put the system on test.

 

Account Pwd - To the left of the Account Pwd button (on the Panel Test For: Form) will be the Subscriber's Default Password (simply labeled "Password") if it was entered in the Central Station Data section within the Monitoring sub-tab of the Edit View on the Subscribers Form.

 

HelpFilesPlacePanelOnTestAddEditPanelTest-AccountPwdButton

 

If the request for placing the Account On Test was made by that Account (Subscriber) their Password may be easily verified:

Click the Account Password button to view the authorized Persons and their Pass Codes for this Account.

Sometimes there are so many People To Call entered for an Account they will not all fit on the Pass Codes screen.

 

HelpFilesPlaceAccountOnTestPassCodesScreen

Pass Codes for Account dialog

 

Click the Search button on the Pass Codes Form to locate the Person who is requesting the On Test status.

oA Search People To Call dialog will open allowing you to Search By Name, Passcode or Comments information.

 

HelpFilesPanelTestSearchPeopleToCall

 

oSelect the appropriate record.

oClick OK üand the Search dialog will close.

 

The selected Person will be indicated on the Pass Codes Form with an arrow u.

Confirm the Pass Code with the Account's requester.

 

HelpFilesPlaceAccountOnTestPassCodesScreenVerify

oClick Verify ü and the Pass Codes for Account Form will Close.

 

A Note is inserted automatically indicating who validated the On Test request, and will be inserted into the Alarm History Detail for the Alarm Signal.

 

HelpFilesPlaceAccountOnTestPassCodeVerifiedNote

 

That person's name should also be entered in the Authorized By field.

 

Dealer Pwd - If the request for placing the Account on test was made by a Technician or Alarm Dealer:

Click the Dealer Password button to view the authorized Alarm Dealer's Pass Codes for this Account.

Click the Search button on the Pass Codes Form to locate the Technician or Alarm Dealer who is requesting the On Test status.

 

HelpFilesPlaceAccountOnTestDealersPassCodesScreen

 

Confirm the Pass Code with the Technician or Alarm Dealer.

Click Verify ü and the Pass Codes for Account Form will Close.

A Note will be inserted automatically indicating who validated the On Test request, and will be inserted into the Alarm History Detail for the Alarm Signal.

Enter that person's name in the Authorized By field.

 

Note - Add to or Modify the current Note information entered by the system, as needed.

Once the information is Saved, this Note will be inserted into the Subscriber's Alarm History

Then the Note field will be cleared so that, if edited later, a new Note may be entered and inserted as a separate line item into the Subscriber's Alarm History

 

Additional Panels section - If the Subscriber has other Subscriber Panel CSIDs defined, they will be listed here.

If one or more of these should also be placed On Test Check the CSID Box of each CSID that should be included in the On Test procedure.

If all of the Additional Panels are to be put On Test, Check the Select All box at the bottom of this Additional Panels section (see the mouse pointer in illustration below).

 

HelpFilesPlacePanelOnTestAdditionalPanels

Additional Panels section on the Panel Tests Form        

Save - Click the Save button to enter the Panel On Test information.

If a CSID (and/or Signal ID and Zone combination) was selected that is already On Test, an information message is displayed.

 

HelpFilesPlaceAccountOnTest-AlreadyOnTestMessage

This Signal ID and Zone already on test

 

OK - Click OK to abort this entry.

 

Cancel - Click Cancel to abort an On Test process.

 

Using the Edit Test button:

Select the desired On Test Account to be edited

Click the Edit Test button (or Double-Click the item).

Panel Test For: Subscriber Name -CSID: nnnn - This information, displayed at the top of the Panel Test For: section of the Panel Test Information Form, is filled in automatically based on the selected Subscriber and CSID.

Before proceeding, ensure that the correct Subscriber and CSID combination was selected.

 

HelpFilesPlacePanelOnTestAddEditPanelTest

Add/Edit Panel Test and the Additional Panels sections

 

Edit Test - Click this option to change any of the fields, as required.

Additional Panels - If the Subscriber has more than one Subscriber Panel, and one or more of these should also be placed On Test, you must Check (or remove a Check from) the CSID Box manually, as needed.

Save - Click the Save button to record the revised Panel On Test information.

 

Using the Take Off Test button:

Select the desired On Test Account.

Click the Take Off Test button.

 

HelpFilesTakeAccountOffTestConfirmation

 

Confirm you want to take the Account off test.

 

HelpFilesAdditionalPanelsForAccountOn Test

 

If the Subscriber has more than one Panel On Test for this Account, indicate if these are to be taken off test, also.

 

Viewing the Alarm History

Select the desired On Test Account.

Click the Alarm History button.

Signal History - The Signal History Form will be displayed for the selected Subscriber's CSID.

 

HelpFilesSignalHistoryForm2

Signal History Form

 

See the Signal History chapter for a detailed discussion of how to use this Signal History Form.

 

Viewing the Unverified Zones:

Select the desired On Test Account.

Click the Unverified Zones button.

 

HelpFilesUnverifiedZonesPostedSelection

Unverified Zones dialog

 

UnCheck All - To remove all of the Checks in the Waiting column, Check this box.

Save - Click the Save button to apply the "W" Test Status to the Checked Zones.

See the Unverified Zones chapter for complete information about this dialog.

 

Search - To Look up an Account that is already On Test:

Click the Search Icon.

The Search Accounts On Test Form will be displayed.

 

HelpFilesSearchAccountOnTest

 

The only records displayed are those that are currently On Test.

Select the Search By criteria for locating the desired Subscriber from the list shown below.

 

HelpFilesAccountsOnTestSearch

Search Value - Type characters to locate the desired Subscriber in the Search Value field.

Click on the appropriate record.

Click OK.  

 

Quick Account Setup - When a Technician or Alarm Dealer calls in to test the installation of a New Account:

Click the New Account button to open the Quick Account Setup dialog.

 

HelpFilesQuickAccountSetup

Quick Account Setup form

 

Refer to the Add New Account chapter for detailed information about this form.

 

 

07/06/2019