Dealer Other
The Other tab is used to manage additional features and functions for customizing the dealer. Various miscellaneous access flags and notification settings are configured within this tab.
Fax/Email
The Fax/Email sub-tab is used to customize settings for reports sent via fax and email.
This tab can also be used to set up batch reports for the following types of reports:
- All Activity
- Open/Close
- Dispatch
Fax/Email Entry
Fax/Email Entry is used to manage dealer-level settings for faxing and emailing reports. The available options are defined below.
Fax/Email Options
The Fax/Email Options section is used to determine various report setup options and notify lists.
| Fax/Email Options | Description |
|---|---|
| Fax enable (turn on/off fax for this dealer) | Determines if faxes can be sent to the dealer. |
| Fax LTT Report | Determines if dealers are automatically faxed Late-to-Test (LTT) reports. |
| Fax a banner page when faxing LTT report | Determines if a banner or cover page is included when faxing LTT reports to the dealer. |
| Hold Faxes | Determines if faxes will be placed into a holding queue to force an operator to send the faxes manually. This does not include faxes sent to printer PP. |
| Allow operators to fax memo to dealer | Determines if operators are allowed to send fax memos to dealers while handling an alarm from one of their accounts. |
| Fax alarms to dealers after operator logs them | Determines if the dealer is automatically faxed a summary of the signal when an operator logs it. |
| Fax a banner page when operator types F to fax an alarm ticket | Determines if a banner is included on signal fax memos. |
| LTT notify list | Use the magnifying glass to look up and select a notify list for Late-to-Test faxes and emails. |
| Log alarm notify list | Use the magnifying glass to look up and select a notify list for faxes and emails sent upon logging an alarm. |
| Log alarm include/exclude list | Select the desired include/exclude list for faxes/emails that are sent upon logging an alarm. |
| Fax/Email on weekends | Determines if the dealer is allowed to receive faxes and/or emails on the weekends. |
| Fax/Email report even if there has been no activity | Determines if the system sends reports even if there is no activity on the dealer. |
Late to Test Times
The Late to Test Times section is used to determine the time each day dealers receive LTT reports.
Input the applicable time (in 24-hour format) in each day field to set the time the dealer will receive LTT reports for their accounts.
The additional options are defined below.
| Option | Function |
|---|---|
| Include X number of premise numbers | The total quantity of premise contacts that will be included on the report. The premise contact’s name and phone number will print on the report. |
| Include X number of contact numbers | The total quantity of account contacts that will be included on the report. The contact’s name and phone number will print on the report. |
| Output report as comma delimited | If selected, the generated report will print in CSV format. |
Batch Report Autofax Email Entry
Batch Report Autofax Email Entry is used to manage delivery of automatic emailed batch reports. Batch reports are sent out to a specified email list at a specified time. The available batch report options are defined below.
All Activity
The All Activity section allows you to decide whether or not all the activity on an account is emailed or faxed to subscribers or dealers. All Activity reports are those that contain all the activity that occurred on an account (unless otherwise specified via an include/exclude list).
| Field/Option | Description |
|---|---|
| Account | Dealer’s account number. This field is read-only and cannot be changed. |
| Generate This Report | Determines if a copy of the All Activity Report will be emailed or faxed to all applicable contacts. |
| Print Dispositions | Determines if the All Activity Report will include processing details on all actions taken on the alarm. |
| Frequency to Print | Determines how often the All Activity Report is emailed or faxed. D: Daily W: Weekly M: Monthly B: Bimonthly (twice a month) |
| Send at What Time | Time at which the subscriber will be emailed or faxed. |
| Billable | Determines whether or not the batch report can be billed. |
| Include/Exclude List | List of signals included or excluded in the All Activity Report. This is populated from the include/exclude list created in Fax/Email Entry. |
| Email Address List | Select a list of email addresses that will receive the All Activity Report. NOTE: This list will override information in the Fax/Email Controls section. If left blank, the All Activity Report will be sent to the subscriber information provided in the Fax/Email Controls section. |
| Print Alphabetically | Determines if signals on the All Activity Report will automatically be alphabetized. |
Open/Close
The Open/Close section allows you to decide details and recipients of the Open/Close Report. Open/Close reports are those that contain all open and close signals received on an account (unless otherwise specified via an include/exclude list). The available options are defined below.
| Field/Option | Description |
|---|---|
| Generate This Report | Determines if a copy of the Open/Close Report will be emailed or faxed. |
| Print Dispositions | Determines if the Open/Close Report will include processing details on everything done for the alarm. |
| Frequency to Print | Determines how often the Open/Close Report is emailed or faxed. D: Daily W: Weekly M: Monthly B: Bimonthly (twice a month) |
| Send at What Time | Time at which the subscriber will be emailed or faxed. |
| Billable | Determines whether or not the batch report can be billed. |
| Include/Exclude List | List of signals included or excluded in the Open/Close Report. This is populated from the include/exclude list creator in Fax/Email Entry. |
| Email Address List | Select a list of email addresses that will receive the Open/Close Report. NOTE: This list will override information in the Fax/Email Controls section. If left blank, the All Activity Report will be sent to the subscriber information provided in the Fax/Email Controls section. |
Dispatch
The Dispatch section allows you to decide details and recipients of the Dispatch Report. Dispatch reports are those that contain only signals where the operator dispatched the relevant authorities (unless otherwise specified via an include/exclude list). The available options are defined below.
| Field/Option | Description |
|---|---|
| Generate This Report | Determines if a copy of the Dispatch Report will be emailed or faxed. |
| Print Dispositions | Determines if the Dispatch Report will include processing details on everything done for the alarm. |
| Frequency to Print | Determines how often the Dispatch Report is faxed or emailed. D: Daily W: Weekly M: Monthly B: Bimonthly (twice a month) |
| Send at What Time | Time at which the subscriber will be emailed or faxed. |
| Billable | Determines whether or not the batch report can be billed. |
| Include/Exclude List | List of signals included or excluded in the Dispatch Report. This is populated from the include/exclude list creator in Fax/Email Entry. |
| Email Address List | Select a list of email addresses that will receive the Dispatch Report. NOTE: This list will override information in the Fax/Email Controls section. If left blank, the All Activity Report will be sent to the subscriber information provided in the Fax/Email Controls section. |
Fax/Email Controls
The Fax/Email Controls section is used to configure various settings for reporting via fax or email. The available options are defined below.
| Option | Description |
|---|---|
| Which Day Each Month | If the reports are emailed monthly, the day of the month those reports are emailed or faxed. Valid entries include 1-28. |
| Which Day Each Week | If the reports are emailed weekly, the day of the week those reports are emailed. |
| Email Address List | Select a list of email addresses that will receive the reports. |
| Fax Reports | Determines if reports will be faxed to contacts. |
| Fax a Banner With Reports | Determines if reports will include a banner or cover page. |
After making changes to Batch Report Autofax Email Entry, select Save All in the bottom right corner to preserve your changes.
Auto Email
Auto Email is used to determine criteria for automatically emailing three kinds of reports: All Activity Report, Email Dispatch Report, and the Open/Close Report. Users can configure auto-email criteria via the available options. These options are defined below.
| Option | Function |
|---|---|
| Report Option | Determines which report type auto-emails should be configured for. Each report’s options must be configured and saved separately as necessary. |
| Include/Exclude | If applicable, determines the include or exclude list that should be applied when sending emails for the selected report. |
| Print with Page Breaks | Determines if the report will include page breaks between information. Y: Yes, include page breaks. N: No, do not include page breaks. |
| Print Signals Received | Determines if the report will include received signals. Y: Yes, include received signals. N: No, do not include received signals. |
| Compress Signals | Determines the compression format of signals. Y: Yes, compress signals. N: No, do not compress signals. |
| Print Operators | Determines if applicable operator codes are included on the report. Y: Yes, include operator codes. N: No, do not include operator codes. |
| Print if no Activity | Determines if the report is still emailed if an account experienced no activity. Y: Yes, still email report if there is no activity. N: No, do not email report if there is no activity. |
Select Save All to save the applied auto-email settings to the selected report.
The created report will be available in the Report Option drop-down after saving your selected options.
To update the report type, select it from the drop-down again to populate the fields and update all applicable information as needed.
Event Description
The Event Description sub-tab is used to override existing descriptions for system-generated signals. Users can interact with the Event Description table via the available toolbar options. These options are defined below.
| Option | Function |
|---|---|
| Add | Allows users to create new event descriptions. More information on adding descriptions can be found below. |
| Edit | Allows users to update existing descriptions. |
| Delete | Removes the selected description from the table. |
| Reload | Refreshes the table to display up-to-date information. |
Adding Event Descriptions
Selecting Add will display the User Definable Scheduled Event Table dialog box. Users can create event description overrides via the available options. These options are defined below.
| Option | Function |
|---|---|
| User Definable Events | Determines the event type that the user will be overriding. |
| Text | Determines the information that will accompany the alarm. Use the codes to the right to force the text to reference specific variables in the signal. |
| User | Determines the username of the individual who created the override. |
| Area | Determines the area that will be referenced on the event type. |
| Priority | Determines the event’s default priority level. |
| Alarm Type | Determines the applicable alarm code that will be referenced on the event type. Users can select the magnifying glass icon to search for and select an alarm type as necessary. |
| Call List | Determines the applicable call list code that will be referenced on the event type. Users can select the magnifying glass icon to search for and select a call list as necessary. |
| Signal Requires | Determines how the signal will be handled. O: Operator Handled. Signals are sent to an operator unless they are a scheduled event received within the valid window. S: System Handled. Signals are handled automatically by the system. P: Passcode. Signals are handled by an operator and can’t be logged until a valid passcode is entered. T: Ticket. Signals are not sent to an operator for handling, and a service ticket is printed. |
| Outbound Email List | Determines the contact list that will receive emails regarding the selected event type. Users can select the magnifying glass icon to search for and select an email list as necessary. |
Select Save to complete setup of the event type override.
AM Notify
The AM Notify sub-tab is used to configure automated reports sent via email or fax. An AM Notify is not a type of report, but is instead used to send reports to dealers, subscribers, or centrals. By default, if an AM notify report fails to be sent, an AMNOTIFY signal is generated. Users can interact with the AM Notify table via the available toolbar options. These options are defined below.
| Option | Function |
|---|---|
| Edit On Call | Allows users to update the selected AM Notify’s On Call list. See the Dealer Call Lists documentation for more information on managing call lists on the dealer level. |
| Delete On Call | Resets the selected AM Notify’s On Call information. |
| Add | Allows users to create new AM Notify report details. More information on this can be found below. |
| Edit | Allows users to update the select AM Notify’s general setting information. |
| Delete | Removes the selected AM Notify from the table. |
| Reload | Refreshes the table to display up-to-date information. |
Adding AM Notifies
Selecting Add will display the Add AM Notify Information dialog box. Users can create AM Notify lists via the available options. These options are defined below.
Details Tab
The Details tab provides access to general AM Notify information. The available fields are defined below.
| Options | Function |
|---|---|
| AM Notify (Y/N)? | Determines if the AM Notify will be active on the account. Select this option to turn on the AM Notify. |
| Description | A brief explanation of the AM Notify. |
| Include/Exclude List | If applicable, determines the applied include/exclude list. |
| New | Allows the user to add a new include/exclude list to the drop-down. See the Include/Exclude Lists documentation for more information on creating lists. |
| Edit | Allows users to update the selected include/exclude list’s settings. |
| Examine | Displays the selected include/exclude list’s settings in a read-only dialog box. |
| Specify alarm types to notify on? | Determines if alarm signals will be filtered by alarm type. |
| Notify on system handled sigs? | Determines if the report will include system handled signals. |
| Notify on operator handled signals? | Determines if the report will include operator handled signals. |
| Notify even if opr marks alarm as false? | Determines if the report will include alarm signals marked by an operator as false. |
| Notify on dispatches? | Determines if the report will include alarm signals that required a dispatch. |
| Cancel AM notify if dlr has been contacted? | Determines if the AM Notify report will be canceled if an operator contacted the dealer regarding the alarm signal. |
| Stop notification on inactive accounts? | Determines if the AM Notify report will be canceled if an account is no longer active. |
Additional Setup Tab
The Additional Setup tab provides access to miscellaneous/advanced setup options for the AM Notify.
| Option | Function |
|---|---|
| Script to display when calling | Determines the AM Notify’s call script. Users can select the magnifying glass icon to search for and select a call script. |
| Monitoring Branch | Determines the monitoring branch this AM Notify will be assigned to. Users can select the magnifying glass icon to search for and select a branch. |
| Build history for the whole day? | Determines if the report in the AM notify will include signal history for a day when only one qualifying signal occurs. If this option remains unselected, the report will only include alarm signals designated for the report. |
| AM notify on primary alarm? | Determines if only the initiating alarm is included in the report when duplicate alarms are received. If this option is unselected, the report will include each duplicate and multiple alarm received. |
| Time Zone | Determines the time zone of the recipient of the AM Notify. |
| Country | Determines the country of the recipient of the AM Notify. |
| E-mail list | Determines the list of contacts that will be emailed the AM Notify. Users can select the magnifying glass icon to search for an select an email list as necessary. |
| AM notify to operator’s even if AM notify has been faxed/emailed? | Determines if an AMNOTIFY signal will be generated in Monitoring when the AM Notify fax/email is sent. If unselected, this signal will only generate when the AM Notify fails to send. |
| Page breaks between accounts on AM notify? | Determines if the report will insert page breaks between accounts on the AM Notify report in order to cleanly separate each account’s information. |
| Billable? | Determines if accounts can be billed for the generation of the AM Notify report. |
| AM notify history details? | Determines if the report will include all operator actions taken during signal handling. |
| Print on/off hold | Determines if the report will include the times accounts were placed and taken off of hold. |
| View opr in history | Determines if the report will include operator codes of the operators that handled the events. |
| Print hold reason | Determines if the report will include the reason the operator selected for why an alarm was placed on hold. |
| Comma delimited report | Determines if the report will print in CSV format. The details will appear in the following order: Account Number, Company Name, Identifier 2, Signal Date, Signal Time, Alarm Type, and the first 50 characters of History. |
Times to Notify
The Times to Notify section determines the time the report is sent out to contacts. Input a time in 24-hour format for each day the AM notify report is to be sent out.
Fax Info
The Fax Info section determines the facsimile settings for the AM Notify if applicable.
| Option | Function |
|---|---|
| Fax AM Notify (Y/N)? | Determines if the AM Notify will be faxed. If unselected, the report will be emailed as determined by the applied settings. |
| Hold faxes: | Determines if the faxed AM Notifies will be held in a queue until operators authorize them to be sent. If unselected, the faxes will be sent automatically. |
| Banner on fax | Determines if the report will include a banner/cover page. |
| Fax number | Determines the number the report will be faxed to. |
| Phone Number Format | Determines the fax number’s masking format. |
Select Save All to save the AM Notify’s settings and add it to the list of existing AM Notify reports.
AM Notify call lists are used for AMNOTIFY signals. Depending on your settings, an AMNOTIFY signal can be generated when an AM Notify report fails to send or every time an AM notify report is sent. Signals require call lists, and if an AM notify report fails to send, the call list is used to contact the customer about the failure. Use the Edit On Call option to create a call list specifically for the AMNOTIFY signal. If you do not create a call list for your AMNOTIFY signals, the system will use the DEFAULT call list.
False Alarm Entry
The False Alarm Entry sub-tab is used to manage the number of times an alarm signal resolution can be received in a specific number of days before Monitoring notifies the operator that the account has exceeded the allowed number of occurrences.
The number of occurrences allowed for a given resolution type are defined in a group. These groups can be applied to multiple accounts, applying the same allowance of alarm resolution occurrences on each account it is applied to.
Users can interact with the False Alarm Entry table via the available toolbar options. These options are defined below.
| Option | Function |
|---|---|
| Resolutions | Allows users to determine the allowed number of occurrences for each signal resolution for a given amount of time. More information on defining resolutions can be found below. |
| Add | Allows users to create new false alarm profiles. More information on adding profiles can be found below. |
| Delete | Removes the selected false alarm profile from the table. |
| Reload | Refreshes the table to display up-to-date information. |
Adding False Alarm Profiles
Selecting Add will display the Group Options dialog box. These groups are configured in CORE.
Select the group you wish to add and select Add to False Alarm Entry from the toolbar options. The selected group will appear in the False Alarm Entry table.
Setting Up Group Resolutions
Selecting Resolution will display the Resolutions dialog box for the selected group. Users can interact with the Resolutions table via the available toolbar options. These options are defined below.
| Option | Function |
|---|---|
| Add | Allows users to add resolution types to the group. More information on this can be found below. |
| Edit | Allows users to update the selected resolution type. |
| Delete | Removes the selected resolution type from the group. |
| Reload | Refreshes the table to display up-to-date information. |
Adding Resolution Codes
Selecting Add will display the Available Alarm Resolutions dialog box.
Select the desired resolution code from the drop down and select Save to apply it to the group.
The Number of Occurrences and Days to Go Back fields will automatically populate with the group’s assigned parameters. These fields are described below.
| Field | Definition |
|---|---|
| Number of Occurrences | The maximum number of times an operator can log signals with the selected resolution over a period of time. |
| Days to Go Back | The number of days to elapse before the number of occurrences counter will reset. |
Users can select a resolution and then select Edit from the toolbar options to update the Number of Occurrences and Days to Go Back on individual resolutions.
Log Duplicate Signal Timer
The Log Duplicate Signal Timer sub-tab is used to define the amount of time the system waits to automatically log a duplicate signal. For example, if multiple FIRE signals are received, the system will wait the amount of minutes input in this tab prior to system handling the duplicate signal.
Input the number of minutes the system will wait after receiving a duplicate alarm to system handle it into the Enter the timer in minutes field and select Save.
Contact Defaults
The Contact Defaults sub-tab is used to set the default contact rights on any new contact created on new accounts under the dealer. Rights decide the contact’s authority. Many of these rights grant the contact access to various parts of Matrix, allowing the operator to make changes for them. The available rights are described below.
| Right | Description |
|---|---|
| Cancel Alarms in Specific Areas | Allows the contact to cancel alarms on this account for specific areas. |
| Enable/Disable in Specific Areas | Allows the contact to enable/disable the account based on specific areas sent in by the panel. |
| Request Service Call | Grants the contact the ability to request a service call. |
| Request Fax Reports | Allows the contact to request fax reports. |
| Make Temporary Schedule Changes | Allows the contact to make temporary schedule changes. |
| Access Dealer Information | Allows the contact to access their dealer’s information in Caller Assistance. |
| Access Alarm History | Grants the contact access to alarm history for their account. |
| Access Special Instructions and Permanent Notes | Grants the contact access to special instructions and permanent notes. |
| Access AR Customer Inquiry Information | Grants the contact access to Accounts Receivable customer inquiry information. |
| View/Change Contacts | Allows the contact to view/change account contacts. |
| Access/Change Temporary Notes | Grants the contact access to create and change temporary notes. |
| Access Panel Information | Grants the contact access to panel information in Caller Assistance. |
| Access Account/Subscriber Information | Grants the contact access to account/subscriber information. |
| Access/Request Paging Functions | Grants the contact access to and ability to request changes to paging functions. |
| Access Zone/Signal Information | Grants the contact access to zone and signal information. |
| Access Grouped Account Information | Grants access to grouped account information. |
| Access/Change Temp Passcodes | Grants access and ability to change temporary passcodes. |
| Log Messages to History | Allows the contact to add messages to existing history events and create a separate message in history. |
| Access All Data Entry | Grants access to make changes to subscriber zones, open/close schedules, holiday/future schedules, or special instruction information. |
| Access Through eLink | Grants the customer access to their account through eLink and Residential Portal. |
Subscriber Defaults
The Subscriber Defaults sub-tab is used to set the default subscriber information on any new account created under the dealer. When creating new accounts under this dealer, the following information will automatically populate for data entry users to streamline data entry time. Users can update the information available here as necessary. The available fields are defined below.
General
The General section is used to determine universal information such as address and miscellaneous note details. The available fields are defined below.
| Option | Function |
|---|---|
| Company Name | Determines the primary name of the subscriber. Typically for commercial customers, the business name. |
| Sort By | If applicable, input an additional name for the subscriber into this field. This allows users to apply an alternate name to the subscriber to more easily identify them in alphabetical look-ups. |
| Address | The subscriber’s street number, direction, and name. |
| Additional Address | If applicable, any additional address information such as apartment or suite number. |
| City | The subscriber’s city. |
| State | The subscriber’s state. |
| ZIP | The subscriber’s postal code. |
| Country | The subscriber’s country. |
| Cross Street | If applicable, the street name of a street or road that crosses the subscriber’s address street. |
| Time Zone | The time zone the subscriber is located in. |
| Misc Info 1 | Any identifying information that should be noted on the subscriber. |
| Misc Info 2 | Any identifying information that should be noted on the subscriber. |
Other
The Other section is used to define any miscellaneous identifier information on subscribers. The available fields are defined below.
| Option | Function |
|---|---|
| Active | Determines if the account will be labeled as Active in the system. Inactive accounts will not receive notifications and any signals received will be system handled by default. |
| UL Grade | Determines the subscriber’s Underwriters Laboratories certification. |
| Panel Type | Determines the installed alarm panel type. |
| Comm/Res | Determines the subscriber’s property type. C: Commercial business R: Residential home X: Other A: Answering Service |
| Default Zone | If applicable, assigns a set of pre-defined zones to the subscriber. |
| Use Two Way | Determines if two way signals will be received from the subscriber. |
| Supervise Schedule | Determines the supervision protocol for scheduled events. A: All scheduled signals will be operator handled. N: All open/close signals will be system handled. Y: The system supervises scheduled events and generates the proper unscheduled, late to, and LATE alarm signals for operator handling. I: System will follow determined schedule parameters except all scheduled signals received from valid user IDs will be system handled. The “Require specific ID to open/close” flag on Processing Options Setup #2 must be set to ‘Y’ for this feature to work. U: Only signals received from invalid user IDs will be sent to operators for handling. F: Only late-to signals will be sent to operators for handling. V: All signals will be system handled. O: Only process open events, system handle all closes. C: Only process close events, system handle all opens. P: Honor the schedule and require pin codes for validated users. |
| Use Areas | Determines if areas are used on the account. Y: Yes, specific areas will be used on this account when creating schedules and defining zones. N: No, the account will not use areas. S: Areas are only used for schedules. |
| Use Operator Locks | Determines if operators will perform lock tasks when working on the account. |
| Use Extended | Determines if extended alarm signals will be received from the account. Extended signals are those that are received in more than one signal from the panel. |
| Any Signal is a Test | Determines how test signals are handled on the account. Y: All signals received from the subscriber are handled as test signals. N: Only signals marked T for test will be accepted as test signals. Z: Each zone is configured separately on how to handle test signals received from the zone. |
| Use Wildcards | Determines if the wildcard character @ can be used when defining zone/signal codes for the subscriber. |
| Sales Rep Group | Determines the group assigned to the sales rep who sold product to the subscriber. |
| Force Note Captcha | Determines if operators receiving alarms from this subscriber will be required to input a Captcha code for verification. |
| Service Code | Determines the default service code assigned to the subscriber. |
| Use E/E Delay in Zones | Determines if the subscriber uses entry/exit delays for zones. |
| Custom Account | If selected, a dialog box will display to notify operators that the account is custom. |
| Catch Late To Alarms | Determines if late-to alarms will be system handled. |
| Map | Determines the map ID that should be used to identify the subscriber’s location. X: If a map is being used, this field determines the subscriber’s x-axis location. Y: If a map is being used, this field determines the subscriber’s y-axis location. |
| Account Test How Often | Determines the amount of time expected to elapse between test signals. H: Hourly. If this option is selected, the user will be prompted to input the amount of time expected to elapse between test signals. This provides additional flexibility than the following options. More information on the available options can be found below. D: Daily, one test signal is expected every 24 hours. W: Weekly, one test signal is expected every 7 days. M: Monthly, one test signal is expected every 28 days. Q: Quarterly, one test signal is expected every 90 days. N: None, no test signals will be generated by the subscriber. |
Hourly Test
If Hourly is selected from the Account Test How Often drop down, users will have access to this section to determine the amount of time to elapse between test signals. The available options are defined below.
| Option | Function |
|---|---|
| Hrs/Days/Weeks/Months | Determines the amount of time expected to elapse between test signals. Valid formats for entries are as follows:###: number of hours to elapse.##D or D##: number of days to elapse. 1 day = 24 hours.##W or W##: number of weeks to elapse. 1 week = 7 days.##M or M##: number of months to elapse. 1 month = 28 days |
| System Handle | Determines if generated LTT signals will be system handled. |