Temp Notes

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

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Temp Notes

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

Temporary Notes, entered by an Operator (or any other staff member) as a result of a Subscriber call-in, an alarm event, a verification response, or some other Account related situation that occurred within a Central Station, and displayed for the Operator what an Alarm Signal is received from that Subscriber can help eliminate:

A double dispatch,

Contacting the wrong (unavailable) person,

Knowing important information like a family being on vacation, or

The business is closed or open because of an unusual/unexpected schedule change.

 

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Expired (out of date) Temp Notes, if any exist, are displayed using the normal font.

 

HelpFilesSignalProcessingTempNotesDisplayed

If within the Active Date and Time, Temp Note(s) will display automatically

 

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.

Once the Operator has viewed the Temp Notes dialog, she/he must Close the Temp Notes dialog to continue to Process the Signal.

 

The Signal Processing Form will display the most current Active Temp Note immediately.

 

HelpFilesProcessingTempNotesDisplay

Temp Notes displays automatically if within the Active Date & Time

Temp Notes dialog - Active Notes are displayed in Bold text (yellow added for accent)

 

 

At any time thereafter while on the Signal Processing screen, the Operator may view the current Account's Temp Notes (Active and/or Inactive) by Pressing Shift+F5.

 

Should the Operator need to add to or otherwise modify a Temp Note:

She/he may Press Shift+F5 and

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.

 

HelpFilesTempNoteEditArea

Expanded Edit Section on Temp Notes Form

 

Double-Click the Note field to open the Edit Rich Text Form that allows formatted text entries.

 

HelpFilesRichTextEditSample

Edit Rich Text Form for entering Temp Notes

 

Press Ctrl+S to save the changes and close the editor.

Click the HelpFilesNavigationMenuSaveIcon at the top of the Temp Notes Form to record the Temp Note entry or update.

 

Copying a Temp Note to Another Subscriber Panel - An existing Temp Note may be copied to another Subscriber Panel (CSID) Temp Notes tab while Signal Processing.

Press Press Shift+F5 (to open the Temp Notes dialog)

Select the Temp Note to be copied and

Click on the Copy note to another subscriber option on the Temp Notes Form

 

HelpFilesProcessingTempNotes-CopyToOption

Temp Notes dialog - Copy note to another subscriber option

 

Select Panels - The Select Panels dialog will be displayed

oThe Operator may Check the Box(es) of the Subscriber(s) who are to get this Temp Note added to their records.

 

HelpFilesTempNotes-SelectPanelsDialog

Temp Notes dialog - Copy option - Select Panels dialog

 

OK - Click OK to execute this Copy To process.

 

HelpFilesTempNotesCopiedToPanels

 

OK - Click OK to acknowledge this action.

 

Reminder: You must Click the Close HelpFilesCloseBoxbox 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.

 

HelpFilesSignalProcessingTempNotesTab

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.

To view the selected Subscriber's Temp Notes, Click the Temp Notes option from the Subscriber Info Icon's Menu on 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.

 

In the Subscribers Form within MKMS, if a Temporary Note is active, it will be displayed automatically as ACTIVE TEMP NOTES on the Information Bar below the Ribbon Menu on that Subscriber's Form.

 

HelpFilesSubscribersFormNavigationMenuActiveTempNotes

Subscribers Form - Information Bar - ACTIVE TEMP NOTES Drop-Down Box

 

 

03/18/2018