Subscriber Information Forms

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

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Subscriber Information Forms

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

The various Subscriber Information Forms report Options provide a variety of Central Station Monitoring related data, based on the selected Options, that may be viewed, printed or exported.

To access the Subscriber Information Forms dialog:

1.From the Backstage Menu System Select Reports and Choose Monitoring and Select the Subscriber Information Forms option

2.From the Quick Access Menu, Select Reports and Choose Monitoring and Select the Subscriber Information Forms option
 

Subscriber Information Forms tabs - There are two tabs on the Subscriber Information dialog.

Options - Initially only the Options tab is shown (until you make your Options selections and Select Print).

Report Type - Indicate which report format is to be produced.

Full Information - Click this button to be able to specify which data is to be included, and the order that it will be listed, by selecting from the many available choices (see the "Full Information Selections" discussion immediately below).

Short List - Click this button to get a list with no Central Station Data (except their CSID) in a concise format of one line per Subscriber unless you request address information be included (see the "Short List Selections" discussion below).

 

Full Information Selections - Choose which data is to be included, and the order in which it should be listed, by selecting from these available options:

Click the Full Information button.

Note: Once a set of Options are Chosen in the Subscriber Information Form dialog, the options that were chosen become the User's default Options.

These default Options may be reset at any time by simply making a different set of Choices.

 

HelpFilesSubscriberInformationFormsOptionsDialog        

Subscriber Information Form  - Options tab

 

Show Deleted Subscribers? - To have those Subscribers that have been Deleted included in the list, Check this box.

Show Offline Accounts? - To include those Accounts that have gone off-line, Check this box.

Note: The Date Offline field is used to indicate that a Subscriber Account has been canceled (or has temporarily been discontinued), and is entered in the Central Station Data section within the Edit View's Monitoring tab.

 

HelpFilesCentralStationDataDateOffLineField

Date Offline field - Drop-Down Calendar/Date Entry field

Off-Line Date is entered in Central Station Data section

 

Report Order - Select the order in which you want the Subscribers to be listed.

CSID - To list the Subscribers in CSID order, Click this box.

UL Grade - To list the Subscribers in UL® Classification order - starting with those systems that are Unclassified, Click this box.

Subscriber Name - To list the Subscribers in alphabetical order by Subscriber Name, Click this box.

Account Type - To list the Subscribers in Account Type order, and within each Account Type, in alphabetical order by Subscriber Name, Click this box.

 

Dealer - There are several options available and they may, at first, seem complicated.  You may Select to:

Include Dealer's Accounts and not separate them from others (or have no Dealer's Accounts included),

Only list Accounts that are monitored for your Company (In-House Accounts),

Only list Accounts that are monitored for other Alarm Dealers, or

Choose the specific Dealer's Accounts (or all Dealer's Account's) to be included in this list.

 

HlepFilesSubscriberInformationFormsDealerSelectionBox

Dealer field - sample Option List

 

1.If you do not want to separate the list of Subscribers by their Alarm Dealer - because it is not necessary or you do not offer Dealer Monitoring - keep the default selection of Not Applicable.

2.If you want to list only those Subscribers that your Company is monitoring for your own Company, Choose No Dealer Assigned.

3.If you want to list only those Subscribers that your Company is monitoring for any other Company, Choose All Dealers.

4.If you want to list Subscribers that your Company is monitoring for one specific Alarm Dealer, Choose that specific Dealer's Name.

 

HelpFilesSubscriberInformationFormsAllOrOneSubscriber

All Subscribers - Based on the criteria set above all applicable Subscribers will be included if you Click this box.

One Subscriber - You may Choose one Subscriber for this Subscriber Information Form report.

Subscriber Search - Click the Ellipse next to the By Name field to open the standard Subscriber Search dialog.

 

HelpFilesSubscriberInformationFormsSubscriberSearchDialog

Subscriber Search dialog

 

Following the instructions in the Subscriber Search chapter, Select the desired Subscriber.

Click the OK ü button.

 

HelpFilesSubscriberInformationFormsOneSubscriberChosen

 

If the selected Subscriber has more than one CSID assigned to their premises, you may need to specify which CSID is to be reported.  To do so:

Specific CSIDs [** Print ONLY the selected CSID **] - Check this box to specify that CSID.

The CSID Search dialog is displayed.

 

HelpFilesSearch-SpecificCSID

 

Select on the desired CSID and Click the OK ü button.

That selected CSID will be inserted into CSID field.

 

HelpFilesSubscriberInformationFormsOneSubscriberChosen&OneCSIDChosen

 

Show on Report - When the Full Information button is selected, all of these Show On Report options will be available.

Choose the data to be included and/or excluded for each Subscriber by Adding or Removing the Check Mark from that item.

 

HlepFilesSubscriberInformationFormsShowOnReportOptions

 

a.Call List Info - To include all of the Subscriber's People to Call information, Click this box.

b.CSID Zones - To include all of the Subscriber's CSID Zones, Click this box.

The Notification List is also included when the CSID Zones option is selected.

c.Panel Zones - Each Subscriber Panel is assigned a Communicator Format. To include all of the Panel Zones for that Communicator Format, Click this box.

d.Events (O/C) - To include all of the Subscriber's supervised Opening & Closing Events, Click this box.

If an Event relates to a specific Area, that Area information will be included.

If a specific User # is assigned to the Event, that information will be included.

If an Alternate Events CSID has been defined (see the Subscriber Panels chapter for more information), those Events will be included.

e.Test Schedule - To include all of the Subscriber's Account Testing information, Click this box.

f.Temporary Notes - To include all of the Subscriber's Temporary Notes, Click this box.

g.Medical Info - To include all of the Subscriber's Medical Information, Click this box.

h.Town Code Info - Each Subscriber is assigned a Town Code in the Central Station Data Form.

To include all of the Subscriber's Town Code contact information, Click this box.

i.Holidays - To include a list of all of the Subscriber's Holidays, Click this box.

j.Areas - In some cases, a Subscriber's Alarm System may be divided into separate Areas - sometimes called Partitions - and each of these Areas may be Armed and Disarmed individually, and therefore Supervised individually, as well.  

To include a list of any defined Areas for each Subscriber, Click this box.

k.Installed Equip. - To include a list of all of the Subscriber's Installed Equipment, Click this box.

 

Print - Click the Print button to View and/or Print (to a File or a Printer) the Subscriber Information Forms.

Note: A word of caution, if you have chosen to list All Subscribers with Full Information, it will be a very long report that will require a long time to process, and a lot of paper to print it.

 

Short List Selections - Click the Short List button to get a list with no Central Station Data (except their CSID) in a concise format of one line per Subscriber (unless the Print Address on Short List option is chosen).

 

Important Note: Show on Report - Be sure to remove all Checks from the options in the Show on Report list or that information will be included in the Short List report.

 

HelpFilesSubscriberInformationFormsShortListOptions

Available Short List Options

 

Report Order - Select the order in which you want the Subscribers to be listed.

CSID - To list the Subscribers in CSID order, Click this box.

The total number of Subscribers and Subscriber Panels is included at the end of the Subscriber Information Forms Short List report.

UL Grade - To list the Subscribers in UL® Classification order - starting with those systems that are Unclassified, Click this box.

When the Short List format is selected, the report is ordered by UL® Grade but each Subscriber's specific UL® Grade is not included.

As shown below, a Totals box listing each UL® Grade is included at the end of the Subscriber Information Forms Short List report.

 

HelpFilesSubscriberInformationReportULGradesSummary

Subscriber Information Forms - Short List Summary Totals - UL Grades option

 

Subscriber Name - To list the Subscribers in alphabetical order by Subscriber Name, Click this box.

The total number of Subscribers and Subscriber Panels is included at the end of the Subscriber Information Forms Short List report.

Account Type - To list the Subscribers in Account Type order, and within each Account Type, in alphabetical order by Subscriber Name, Click this box.

When the Short List format is selected, the report is ordered by Account Type each Subscriber's specific Account Type is not included.

As shown below, a Totals box listing each Account Type is included at the end of the Subscriber Information Forms Short List report.

 

HelpFilesSubscriberInformationReportAccountTypesSummary

Subscriber Information Forms report with Short List Summary Totals for Account Types

 

Dealer - Select whether or not, and if so, which Dealer's Accounts will be included in this list.  

Note: See Dealer in the Full Information section above for a complete explanation of this field.

All Subscribers - Based on the criteria set above all applicable Subscribers will be included, if you Click this box.

One Subscriber - You may select one specific Subscriber to list, if you Click this box.

By Name - Choose the By Name method and either use the Drop-Down Selection List to make that Choice based on the Subscriber's Name, or simply Type in the required Name and an incremental Search will be performed until it is located.

By CSID - Choose the By CSID method and use the Drop-Down Selection List to make that Choice based on the Subscriber Panel CSID, or simply Type in the required CSID and an incremental Search will be performed until it is located.

Even if the selected CSID is for a Subscriber that has multiple Subscriber Panels defined, only the CSID that was entered will be listed.

Show on Report - None of these options should be selected for the Short List format.

 

Print - Click the Print button HelpFilesPrintButton to Preview and optionally Print (to a File or a Printer) this Subscriber Information Forms.

 

Preview - The Preview tab presents the report which resulted from the Options you've selected.

Up Arrow/Down Arrow - hi - Moves the report one line up, or one line down, respectively.

Page Up/Page Down - Moves the report to the previous or next page, respectively.

 

HelpFilesSubscriberInformationFormsPreview

Subscriber Information - Preview tab

 

Other Preview options:

Home - HelpFilesHomeKey- Using either the screen Icon or your Keyboard's Home key, moves the report to the top of the first page.

End - HelpFilesEndKey- Using either the screen Icon or your Keyboard's End key, moves the report to the bottom of the last page.

Arrows - The arrows allow you to move back and forth, from page to page.

Number - Indicates the page number you are viewing.

You may also type in a specific page number, Press 8 Enter and that page will be displayed immediately.

If you enter an invalid page number, it will be ignored.

Fit To Page - Click the first button after the arrows to size a full page of the report to fit the screen.

Zoom To 100% - Click the second button after the arrows to display the page at 100% (of the printed view).

Fit To Page Width - Click the third button after the arrows to size the page of the report to fit the full width of the screen.

Zoom To Percentage - Click the fourth button after the arrows to re-size the page of the report by percentage.

 

HelpFilesPercentageOfViewAdjuster

When you Click the Zoom To Percentage button, the Percentage selector will be displayed.

You may then Click the Up  or Down arrows to set the exact amount of Zoom you want.

Print - Click the Print button to Print (to a File or a Printer) HelpFilesPrintIcon the displayed Subscriber Information Forms.

Email - Click the Email HelpFilesEmailButtonbutton to send this report to an Email address of your choosing.

To Exit the Preview tab and Close this Report dialog Form, Click the Close box HelpFilesCloseBoxon the right at the top of the Preview tab.

 

02/17/2018