Notify Lists & Paging Tabs

The Notify Lists and Paging tabs within Data Entry and Caller Assistance are where users manage notification parameters and preferences assigned to contacts on the account. This documentation will instruct users on how to use the available tab options to manage notify lists and paging functionality on subscriber accounts.

Notify Lists #

The Notify Lists tab is where users define lists of contacts who should be notified regarding specific information or events on the account. Users can define notify lists on Zones, Reports, and other pages throughout Matrix. Once defined, the system will email/notify contacts accordingly. More information on assigning notify lists can be found within the pages’ respective documentation.

Users can interact with the Notify Lists table via the available toolbar options. These options are defined below.

Add #

Selecting Add from the toolbar will display the Add Notify List dialog box.

Perform the following steps to add a new notify list to the account.

1. Input a short identifier for the list into the List Name field.
   • This field can contain a maximum of five alphanumeric characters.
   • Please Note: Once saved, the list name cannot be updated.
2. Input a brief explanation of the list into the List Description field.
3. Input the information that will populate the Default Subject field with what should populate the email subject line for any emails sent from this notify list.
4. If applicable, input the name that will be assigned to any files attached to emails into the Default File Name field.
   • For Example: If any history or alarm documents are attached to notify list emails, this is the name that will automatically be assigned to the file.
5. Select Save to complete creating the notify list.
6. Repeat the above steps as necessary to create additional notify lists.

Once notify lists are created, users can assign emails and paging notification parameters. See the below documentation for instructions on completing notify list setup.

Edit Paging #

Selecting Edit Paging from the toolbar will display the Edit Paging Options dialog box for the selected notify list.

Perform the following steps to add paging options to the list.

1. Input the message text that will display into the Alpha Message field.
2. Input the message digits that will display into the Numeric Message field.
3. Select Save to complete assigning paging information to the notify list.

When contacts configured to receive page notifications are notified, the applied message information will display on their pager.

Email List #

Selecting Email List from the toolbar will display the Notify List dialog box.

Perform the following steps to assign email addresses to the list.

1. Select all contacts who should be notified via email (or page) from those displayed.

• Selecting a contact multiple times will update the contact’s Action status. The available statuses are defined below.
  • To: Default action used to send the email directly to the selected address. Typically, the primary individual receiving the email.
  • Cc: Carbon copy, used for any additional contacts who should receive the email. Typically, any secondary individuals who should receive the email for reference or general knowledge.
  • Bcc: Blind carbon copy, used for any additional contacts whose inclusion should be hidden from all others included on the email. Typically for parties whose email address shouldn’t be shared with the remaining individuals.
  • Pg: Page, used for any contacts who are configured to use Paging on the account. See the Contacts Tab documentation for more information on managing paging permissions on contacts.

2. Exit the dialog box once all applicable contacts are properly configured.

Once selected, the notify list will email or page applicable contacts as necessary.

Paging Notify List #

The following instructions describe how to create a Notify List for paging, including how to add paging on a Contact.

Perform the following steps to add a pager to a contact, add that contact to a notify list, and add that notify list to a Notify by Type:

1. Select a contact from the Contacts tab.
2. Select Edit to open contact details.
3. Select the Paging Detail tab.
4. Enter the pager number in the Subscriber Number field.
5. Select SMS from the pager type drop down.
   • See the Contacts Sub-tab Details documentation for detailed information on the options available here.
6. Select Save All to save the pager information. Close the contact details dialog box.
7. Select the Notify Lists tab.
8. Select Add to open Add Notify List.
9. Input a name for the notify list in the List Name field.
   • This name can be up to five characters long.
10. Input a brief explanation of the list into the List Description field.
    • Leave Default Subject and Default File Name blank unless you would like to override the default.
11. Select Save to save the new notify list.
12. Select the new notify list from the grid and select Email List to open the list of contacts that can be added to the notify list.
13. Each contact is labeled by type.
    • Only contacts with the type PAGE can be paged. Click the Action column cell for the corresponding row to change the action to Pg. Once your contacts have the appropriate actions applied, close Notify List: [NAME].
14. Once contacts have been set up to receive pages as part of a notify list, the message paged must be customized. Select Edit Paging from the toolbar to open Edit Paging Options.
    • This dialog box has two separate fields: one for the alpha message and one for the numeric message. The Alpha field is used for all types of pagers except those labeled numeric in the Pager Type drop down in contact details.
15. Input a message in the designated field.
    • The number of characters that can be sent to a pager is restricted by the device itself. If this device can only receive pagers with messages up to 30 characters long, only the first 30 characters of the message will be sent.
    • This field also accepts tags. Tags are used in our software to reference a specific variable. The tags and variables they reference are listed in the table below.
16. Select Save to save the pager message.
17. Go to the Zones tab and then to the Notify by Zone Type.
18. Select Add from the toolbar to open Select Notify by Type Account: [ACCOUNT NUMBER].

19. Select one or more zone types to send a notify on.
20. Select the Email Tab.
    • Use the magnifying glass to the right of the email list field to open the list of email lists.
21. Double click the email list you created with the new pager to populate the Email List field.
    • The Activate drop down decides where the email list was set up. By default this drop down is set to Both, which means it will be active on both this account and the dealer/subdealer.
    • Select Level from the drop down for this notify by type to only be active on this level (in this case, the account).
    • Select Subscriber from the drop down for this notify by type to be active on the subscriber level only. Because this notify by type is being set up on the subscriber level in the first place, both the Subscriber and Level selections result in the same outcome.
22. Select Save to save the new Notify by Type.

As long as this notify by type is enabled, type BURG signals will send a notification to the contacts on the email list.

Tags #

Paging #

The Paging tab is where users view and send page notifications. From this tab, users can send pages immediately and check the status on any pending pages. This documentation will instruct users on how to send and manage pages.

Send Page #

The Send Page sub-tab is where users can immediately send information to contacts configured to receive page notifications.

Perform the following steps to send a page.

1. Select the contact who should receive the page from the Select Contact/Pager table.
2. If applicable, select a history event from the Select History Event table.
3. Input the message text into the available text field.
4. Select Send Page to complete sending the information to the selected contact.

The selected contact will receive the page information momentarily. Repeat the above steps as necessary to send additional pages.

Pending Pages #

The Pending Pages sub-tab is where users can view all pages queued for delivery.

Users can interact with the Pending Pages table via the available toolbar options. These options are defined below.