This Help File Page was issued on 09/30/2017
❑Temp Notes, properly documented and easily accessible by an Operator (or Supervisor) as a result of a Subscriber call-in, an Alarm Signal or Event, a Verification Response, or some other Subscriber related situation/information that occurred within a Central Station, can help eliminate:
a.A double dispatch,
b.Contacting the wrong (unavailable) person,
c.Run-away Alarm situation,
d.Last minute O/C schedule change,
e.Knowing important information like a family being on vacation,
f.The business closed because of another unusual situation, etc.
❑Because of these types of frequently occurring situations, it is useful to be able to attach a Temporary Note to that Subscriber's record - with a starting and ending date and time within which the Temporary Note will be in effect - so the Operator handling the Signal from that Subscriber will be reminded/notified of this special situation.
•The Operator may view the Temp Notes Form for the selected Subscriber as follows:
✓Open the Sub Info Form (Press F2).
✓Using the Search option, locate the appropriate Subscriber CSID.
✓Click the Temp Notes option from the Subscriber Info Drop-Down Menu.
•The Temp Notes Form displays and this information may be added to and/or updated, as needed.
❑To Add a new, or Update an existing Temp Note record:
1.Insert - Click the Icon to start an new Temp Note entry, or
2.Update - Select the Temp Note record to be edited.
•In the Expanded Editing Section:
✓Start Date - Use the Drop-Down Calendar/Date Entry field to Choose the starting Date & Time for this Temp Note.
▪By default, it is Today and Now.
✓End Date - Use the Drop-Down Calendar/Date Entry field to Choose the ending Date & Time for this Temp Note.
▪By default, it is Today and Now.
▪You must reset this ending Date & 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.
▪This is a Rich Text Edit Form and so to format or color the text, Double-Click this field to open the Rich Text Editor.
Edit Rich Text Form used when entering Temp Notes
▪Press Ctrl+S to save a Edit Rich Text entry.
✓Click the Icon at the top of the Temp Notes Form to record the Temp Note entry or update.
✓Select the Temp Note to be copied and
✓Click on the Copy note to another subscriber option on the Temp Notes Form
Temp Notes dialog - Copy note to another subscriber option
❑When Processing an Alarm Signal, if the Subscriber has an active Temp Note entry (one or more Temporary Notes which are currently dated within the Date & Time Range it is to be displayed), before the Alarm Signal is acknowledged, the Temp Notes dialog will be displayed automatically.
•All Temp Notes will be listed.
✓The Active Temp Note(s) will displayed in a Bold font.
✓Expired (out of date) Temp Notes, if any exist, are displayed using the normal font.
Temp Note(s) display automatically if within the Active Date and Time
✓The Note that is longer than what is displayed in a Temp Notes Grid's row, is also shown at the bottom of the Temp Notes Form.
•Should the Operator need to add to or otherwise modify a Temp Note:
✓Select the desired Temp Note record,
✓The expanded Edit Section (at the bottom of the Temp Notes Form) will contain the information for the currently selected Temp Note record.
Expanded Edit Section on Temp Notes Form
✓Double-Click the Note field to open the Edit Rich Text Form that allows formatted text entries.
Edit Rich Text Form for entering Temp Notes
✓Press Ctrl+S to save the changes and close the editor.
•Click the Save ("ü") Icon at the top of the Temp Notes Form to record the Temp Note entry or update.
➢Note: You must Click the Close box to exit the Temp Notes Form before you can access the Signal Processing Form for this Alarm Signal.
•Temp Notes tab - The Temp Notes tab on the Signal Processing Form is only shown when a Temp Note is Active (it is within the Date & Time Range set for when it is to be displayed) for the currently viewed Subscriber's Alarm Signal.
✓Click the Temp Notes tab on the Signal Processing screen to view the Notes for this Account again.
Temp Notes tab on the Signal Processing screen
✓At any other time, Temp Notes are also available to the Operator whenever she/he is viewing the Sub Info (F2) Form.
✓Also, if an additional signal is transmitted from that Subscriber's premises, that Operator will be informed of this same "issue" through the display of the Temp Notes message.