Navigation: Getting Started: Encrypted Data Edit/Entry Fields This Help File Page was last Modified on 06/23/2018

❑Certain fields on various Forms are displayed as Secured Fields and so can only be accessed and viewed and/or edited by Users that have Access Rights to these Encrypted Data Edit/Entry fields.

•With the appropriate User Access Rights, you may Click the Ellipse button to view the actual data and/or make additions and modifications, if required to do so.

•Once entered, the field containing this information will be masked with "###" signs so a casual viewer can not see the data without proper Access Rights.

✓Click the Close  box to Exit.

 

❑A Review of each Form that contains Secured Fields:

•Personal tab of the Employee Form has two Secured Fields.

 

Secure Fields on the Personal tab on the Employee Form

✓SSN - Click the Ellipse button and enter the Social Security Number for this Employee.

 

Employee - SSN information

 

✓DOB - Click the Ellipse button and enter the Date of Birth of this Employee.

 

 

•Medical Information Form has five Secured Fields.

 

  Allergies and Diagnosis encrypted fields

 

✓Allergies - Click the Ellipse button to open the Encrypted Data Edit/Entry dialog and enter the Client's Allergies.

▪Click the OK button to save the entry.

 

Medical Info - Allergies encrypted field

 

✓Diagnosis - Click the Ellipse button to open the Encrypted Data Edit/Entry dialog and enter the Client's Primary Diagnosis.

▪Click the OK button to save the entry.

 

Medical Info - Primary Diagnosis encrypted field

 

 

Key Location and DOB encrypted fields

 

✓Key Location - Click the Ellipse button to open the Encrypted Data Edit/Entry dialog and enter the Key Location for the Client's Home.

▪Click the OK button to save the entry.

 

Medical Info - Key Location encrypted field

 

✓Date of Birth - Click the Ellipse button to open the Encrypted Data Edit/Entry dialog and use the Drop-Down Calendar/Date Entry field to enter the Client's Date of Birth.

a)Click on the Date field and type in the desired Date using a MM/DD/YYYY format; or

b)Use the Drop-Down Calendar/Date Entry field provided to Choose the desired Date

▪Click the OK button to save the entry.

 

Medical Info - Date of Birth encrypted field

 

✓Medications - Click the Ellipse button to open the Encrypted Data Edit/Entry dialog and enter the Client's Medications.

▪Click the OK button to save the entry.

 

Medical Info - Medications encrypted field

 

✓To view, all the Encrypted Medical Information at once, Press Ctrl+F11.

 

Signal display of the encrypted portion of a Client's Medical Information

 

 

•Auto Draft Setup form requires a Bank Account Number or Credit Card Number and either of which are entered in a Secured Field.

 

Subscriber Form - Edit View - Subscriber sub-tab - Auto Draft section with encrypted field

 

✓Account Number - Click the Ellipse button to open the Encrypted Data Edit/Entry dialog and enter the appropriate Account Number.

 

▪Click the OK button to save the entry.

 

•Bank Maintenance Form requires a Bank Account Number to be entered in a Secured Field.

✓Account Number - Click the Get/Set Bank Account Number bar to open the Encrypted Data Edit/Entry dialog and enter your Bank Account Number.

 

Bank Form with Encrypted Data Edit/Entry dialog displayed

 

▪Click the OK button to save the entry.

 

•Acquisitions section has several Secured Fields.

 

Subscribers Form - Edit View - Acquisition Information section with encrypted fields

 

 

✓SSN - If this Alarm System is owned by an individual, personally owned business, enter the Social Security Number of the owner of the system.

 

Acquisitions - SSN encrypted field

 

✓Federal Tax ID - If this Alarm System is owned by a corporation (or other business entity that is required to have one), enter Federal Tax ID of the corporate owner of the system.

 

Acquisitions - Federal Tax ID encrypted field

 

✓Birthday - If this Alarm System is owned by an individual, enter the Date of Birth of the owner of the system.

 

Acquisitions - Birthday encrypted field

 

▪Drivers License - Click the Ellipse and enter the Co Signer's Drivers License Number.