Dealer Call Lists

The Call Lists tab is used to manage lists of contacts called for a given signal type as defined on the subscriber account’s list of zones. Call lists created on the dealer level will automatically be available for assignment on all subscriber accounts under the dealer. The call lists added on the dealer level will appear in blue within Matrix Data Entry.

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See the Notify Lists & Paging documentation for more information on managing subscriber call lists.

See the Zones documentation for more information on managing subscriber zone call lists.

Users can interact with the Call List table via the available toolbar options. These options are defined below.

OptionFunction
PreviewDisplays the selected call list’s contact information. The information displayed here is read-only for reference purposes.
Add On CallAllows users to create a new On Call call list on the dealer. On Call lists are lists of responding parties that will be immediately contacted given the set parameters. More information on adding On Call call lists can be found below.
AddAllows users to create a new call list on the dealer. Call lists are lists of contacts that need to be notified during the set parameters. More information on adding call lists can be found below.
EditAllows users to update existing call list information.
DeleteRemoves the selected call list from the dealer.
ReloadRefreshes the table to display up-to-date information.

Adding Call Lists

Selecting Add will display the Add Call List dialog box.

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Perform the following steps to create a new call list.

  1. Input an identifying title for the call list into the Contact List Name field.
    • Names can be up to 6 alphanumeric characters long.
  2. Input a brief explanation of the call list into the Description field.
  3. Select the account property type that this call list will be available for use on from the Commercial/Residential drop-down.
    • C: Commercial. The call list will be available on subscriber accounts defined as commercial only.
    • R: Residential. The call list will be available on subscriber accounts defined as residential only.
    • X: Other. The call list will be available on subscriber accounts that do not fall into one of the above property categories.
  4. Select the Build Lock List option to assign a list of contacts that must be called in a specified order for the call list. This option cannot be used in conjunction with the Specify Responding Parties option.
    • Selecting the Build Lock List option will populate the Call Order section with FINISH LIST and this section will become read-only.
    • If a Lock List will not be used for this call list, proceed to step 10.
  5. Select the Edit button next to the Build Lock List option to define the contacts and the order they should be contacted in.
    • The contacts listed under the Current List column are those that will be notified. image
  6. Select the plus icon to add contacts to the Current List
  7. Select the minus icon to remove contacts from the Current List
  8. Drag and drop contacts within the Current List into the preferred call order.
  9. Select Save to complete creating the Lock List for the call list. Proceed to step 11 if a Locked List was created.
  10. If applicable, select the Specify Responding Parties option if the user will be assigning responding party contacts to the call list. This option cannot be used in conjunction with the Build Lock List option.
    • This option is only available if the Responding Parties Call Order Option is added to the Call Order list.
    • Users can Edit responding parties after the list has been saved. More information on configuring responding party contacts can be found below.
  11. Input the time, in 24-hour format, the call list will begin to be active within the system into the Valid From field.
    • This is the time the call list will begin notifying the defined contacts during the specified days of the week.
  12. Input the time, in 24-hour format, the call list will stop being active within the system into the Valid To field.
    • This is the time the call list will stop notifying the defined contacts during the specified days of the week.
  13. If applicable, select the Valid Holidays option to ensure the call list will still be active if the valid days and times fall on a holiday.
    • Holidays are defined by the holiday schedule. See the Schedules documentation for more information on managing holiday schedules.
    • If not selected, the call list will follow the holiday schedule and will not notify contacts if its valid days and times fall on a holiday.
  14. Select the account opening status that this call list will be active during from the Valid if Op/Cl drop-down.
    • O: The call list will be active during the account’s open schedule only.
    • C: The call list will be active during the account’s close schedule only.
    • B: The call list will be active during both the account’s open and close schedules.
  15. Select the call list that should be used when this call list is invalid from the Invalid Time Default List drop-down.
    • This is the call list the system will notify outside this call list’s Valid From and To times.
  16. Select the call list that should be used if the account has reached their maximum number of allocated false alarms from the False Alarm Threshold List.
    • This is the call list that the system will notify if the associated account has reached their maximum number of false alarms and this call list is assigned.
  17. Input up to seven call order options into the Call Order list in the order they should be contacted. If fewer than 7 options are selected, make sure to end the list with Finish List so the system knows all parties were contacted.
    • The available options and their definitions are listed below.
    • For Example: In the following screenshot, the system will contact the listed parties in the following order: Fire Department, Guard Services, Responding Parties, and the first premises number listed on the account.
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  18. Select all applicable days of the week the call list should be active from the Valid Days options.
  19. Select Save to complete creating the call list.
    • If Specify Responding Parties was selected for this call list, proceed to the Specify Responding Parties section below.

Call Order Options

Users can define which contacts are notified on the call list by assigning the group’s corresponding Call Order identifier to the Call Order list. These options and their definitions are defined below. The contacts who will be notified correspond directly to the contacts created on the subscriber account. See the Contacts documentation for more information on managing subscriber contacts.

Call OptionsFunction
Global ContactsThe main list of contacts on the account (contact information defined under the Contacts tab within Matrix Data Entry). If this option is applied to the Call Order list, the account’s list of Global Contacts will be notified.
Fire DepartmentThe local fire department based on the subscriber’s defined authority contacts (contact information defined under the Authorities tab within Matrix Data Entry). If this option is applied to the Call Order list, the account’s defined FIRE authority will be notified.
Police DepartmentThe local police department based on the subscriber’s defined authority contacts (contact information defined under the Authorities tab within Matrix Data Entry). If this option is applied to the Call Order list, the account’s defined POLICE authority will be notified.
Medical AssistanceThe local emergency medical services (EMS) based on the subscriber’s defined authority contacts (contact information defined under the Authorities tab within Matrix Data Entry). If this option is applied to the Call Order list, the account’s defined MEDICAL authority will be notified.
Guard ServiceIf applicable, the security service (closed gate communities or office buildings with guards employed) associated with the subscriber’s defined authority contacts (contact information defined under the Authorities tab within Matrix Data Entry). If this option is applied to the Call Order list, the account’s defined GUARD authority will be notified.
PremisesThe contacts who reside or are present on-site at the account location (contact information defined under the Premises tab within Matrix Data Entry). If applied to the Call Order list, the account’s premises contacts will be notified.
DealerThe primary dealer contacts (contact information defined under the Contacts tab within Matrix Dealer Maintenance). If applied to the Call Order list, the account’s assigned dealer’s contact(s) will be notified.
Responding PartiesIf applicable, user defined contacts. If applied to the Call Order list, the contacts assigned via the Edit option next to the Specify Responding Parties option. This option is only applicable if Specify Responding Parties is selected. More information on defining responding party contacts can be found below.
Finish ListOnce the system reaches this option, it will cease notifying parties and will know the call list is complete.
Exception GroupThis option is not applicable on the dealer-level. Exception Groups are only functional on the account-level.
P# Premises NumbersAllows users to define a single premise contact that should be notified.
For Example: If P3 is applied to the Call Order list, the third premise contact listed on the account will be notified.
R# Responding PartiesAllows users to define a single authority contact that should be notified.
For Example: If R2 is applied to the Call Order list, the second authority contact listed on the account will be notified.

Specify Responding Parties

Once the call list is saved, users can configure responding party contacts if desired. Perform the following steps to update the call list’s assigned responding parties.

  1. Select the applicable call list from the Call List table.
  2. Select Edit from the toolbar.
  3. Select Edit located next to the Specify Responding Parties option. image
    • This will open the Edit Responding Parties dialog box. image
  4. Select the minus symbol to remove parties from the call list.
  5. Select the plus symbol to add parties to the call list.
  6. If applicable, select the Must Call option for all contacts that require a notification.
  7. Drag and drop contacts into the desired call order.
  8. Select Save to complete assigning responding parties to the call list.

On Call Lists

Selecting Add On Call will open the Edit Call List dialog box. Note: Only one On Call list can be created on each dealer. The available options used to create On Call lists are similar to general call lists.

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Note: The following fields cannot be configured for On Call lists.

  • Contact List Name
  • Description
  • Build Locked List
  • Specify Responding Parties
  • Call Order

Perform the following steps to create an On Call list.

  1. Input the time, in 24-hour format, the call list will begin to be valid within the system into the Valid From field.
    • This is the time the call list will start notifying the defined contacts.
  2. Input the time, in 24-hour format, the call list will stop being valid within the system into the Valid To field.
    • This is the time the call list will stop notifying the defined contacts.
  3. Select the Valid Holidays option to make the call list active on holidays.
    • Holidays are defined by the holiday schedule set up for the dealer.
  4. Select when the call list will be valid given the status of the dealer from the Valid if Op/Cl drop-down.
    • O: Open. The call list will be valid during the dealer’s Open schedule.
    • C: Close. The call list will be valid during the dealer’s Close schedule.
    • B: Both. The call list will be valid during both the dealer’s Open and Close schedules.
  5. Select the call list that should be used during the on call list’s invalid time frame (the times outside the Valid From and Valid To times) from the Invalid Time Default List drop-down.
  6. Select the call list that should be used if the account has reached their maximum number of allocated false alarms.
  7. Select all days of the week the call list will be active from the Valid Days section.
    • These are the days the call list will contact responding parties during the Valid From and Valid To times.
  8. Select the Set RPs option to open the Edit Responding Parties dialog box.
    • The Current List column lists contacts that will be notified of events when this call list is active.
  9. Select the minus symbol to remove contacts from the Current List
  10. Select the plus symbol to move Available contacts to the Current List.
  11. Drag and drop contacts into their desired call order.
  12. If applicable, select the Must Call option for all contacts that require a notification.
  13. Select Save to complete assigning responding parties.
  14. Select Save from the Edit Call List dialog box to complete creating the On Call list.
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