Transfer Service

This Help File Page was last Modified on 06/02/2018

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Transfer Service

This Help File Page was last Modified on 06/02/2018

The Transfer Service History function allows you to transfer an Alarm System's Service History from one Subscriber record to another.  

This function is used when your current Subscriber vacates a premises (home or business), and subsequently, a new Subscriber moves into that premises and activates that existing Alarm System.

Therefore, by being able to transfer that Service History, the existing system's maintenance history is preserved even though the ownership of the Alarm System has transferred from one Subscriber to another.

This Transfer Service History process should always be executed when a new Subscriber takes over an existing system.

 

To Transfer Service History:

The Transfer Service History Form is accessible within MKMS as follows:

a)From the Service Tab on the MKMS Desktop Click the Transfer Service Icon, or

b)From the Backstage Menu System Select Maintenance and Choose Service Tracking then Select the Transfer Service History option, or

c)From the Quick Access Menu, Select Maintenance and Choose Service Tracking then Select the Transfer Service History option

 

Select Accounts - Choose the appropriate Subscriber Accounts to Transfer Service History From and To:

In the illustration below, we are transferring an Alarm System's Service History that is installed in a Home (originally owned by Mr. John A. Anderson, Jr.)

This Home has been sold to another person (James A. Madison).  

 

HelpFilesTransferServiceHistoryForm

Transfer Service Form

 

Transfer From - Click the Transfer From Search Icon and, using the Select Subscriber dialog (shown below), Select the previous (the one that has moved) Subscriber record.  

 

HelpFilesTransferServiceHistorySearch

Select Subscriber - from which the Service Transfer will occur

 

Transfer To - Click the Transfer To Search Icon and Select the new (the one that is now moving in) Subscriber record.

 

HelpFilesTransferToServiceHistorySearch

Select Subscriber - to which the Service History will be transferred

 

Click the Transfer button and Confirm your desire to Transfer the Service History.

 

HelpFilesTransferServiceHistoryFormTransferOption

 

A Confirming message will be displayed and the Service Transfer Form will be cleared of information.

You may Transfer another Service History, if needed, or Click the Close HelpFilesCloseBoxbox to exit the Form.