Tab Setup

The Tab Setup page allows users to customize the layout and tab options available on certain Matrix pages. Changes to tab layout are restricted by profile. This allows users to limit options available to specific groups for ease of use.

All pages and their available tabs are listed in the Index section of this document.

Getting Started

When initially viewing the Tab Setup page, users are prompted to select which Matrix page should be managed.

Perform the following steps to open the desired Matrix Page’s Tab Setup options.

Select the Matrix Page you would like to edit from the Page drop-down.
- Selecting a page will display the Profile field.
Select the user profile the changes will be applied to from the Profile drop-down.

The selected profile’s current options will display.

Options

Users can manage which available tabs should display on the selected page via the Options available for that page.

Currently visible tabs will have a checkmark to the left of their name. Currently hidden tabs will have a no symbol to the left of their name.

Selecting a tab will display its Edit Option dialog box where users can update the status of the tab on the page.

These settings and their use are defined below.

Setting	Function
Title	Determines the name of the tab displayed on the page.
Active	Determines if the component is available or hidden. Checked: the tab will be visible to users. Unchecked: the tab will be hidden from users.
Pre-load	Determines if the tab should automatically pull and display data when the tab is selected. Checked: the tab will automatically display applicable data when selected. Unchecked: the tab will not automatically display data.

Once all settings are configured as necessary, select Save to complete updating the tab.

Preview

Users can manage tab order and layout via the Preview options.

Drag and drop the displayed tabs into the desired order. Tabs will display in the displayed order on the selected page.

After reviewing available tabs and their placement, select Save under Select Page to preserve the changes made to the selected profile.

Matrix Aware Tab Setup

Matrix Aware tab setup allows users to define the amount of space each tab occupies on the page.

Selecting one of the available tabs will display the Edit Option dialog for the tab. These settings and their use are defined below.

Setting	Function
Title	Determines the name of the tab displayed on the page.
Width	Determines the percentage of the screen the option will occupy on the user’s screen when they view Matrix Aware.
Height	Determines the height, in pixels, of the option.
Refresh Rate	Determines how often the option will automatically refresh.
Active	Determines if the component is available or hidden. Checked: the tab will be visible to users. Unchecked: the tab will be hidden from users.
Pre-load	Determines if the tab should automatically pull and display data when the tab is selected. Checked: the tab will automatically display applicable data when selected. Unchecked: the tab will not automatically display data.

Once all settings are configured as necessary, select Save to complete updating the tab.

Index

Add-Ons

The Add-Ons tab available within Caller Assistance and Data Entry allows users to manage additional data assigned to the subscriber. See the Add-Ons documentation for more information on how to use this tab and its options.

Tab	Function
Pinpoint	Allows users to view and manage PERS or GPS devices assigned to the account.
Service Identifiers	Used to record variables that were previously defined within CORE.
Video Data Entry	Allows users to manage video recording device information and assign zones to devices.
Account Images	Allows users to upload images and files to the account.
Generic Device Data Entry	Allows users to manage additional device information not specified within the Video Data Entry tab.

Aware

The Matrix Aware Dashboard is used as a status monitor to display how many and what type of alarm signals have been received and routed through the system. See the Matrix Aware Dashboard documentation for more information on this page.

Tab	Function
Down Processes	Displays system operations that have failed and require action.
Pending	Displays all alarms currently waiting to be handled by operators.
Operators	Displays a timeline of operator statuses.
Inbound Call Engine	Displays inbound call statistics of calls received by the system.
Inbound Alarm Engine	Displays inbound alarm statistics of received alarms.
Not Receiving	Displays all operators currently not in receiving and the reason why.
Day Stats	Displays daily operator alarm handling statistics and efficiency scores.
Operator Status	Displays operators and the alarm they are currently handling.
Signals	Displays a timeline of received alarms.
Service Level	Displays the duration callers had to wait before an operator answered the call.
Alarms on Hold	Displays all alarms placed within the hold queue by operators.

Call Lists

The Call Lists tab available within Data Entry allows users to manage lists of contacts that should be called when operators are handling alarms. See the Call Lists documentation for more information on this page.

Tab	Function
Call Lists	Allows users to create and manage call lists assigned to the account.
Call List Overrides	Allows users to create and manage temporary schedules assigned to call lists.

Caller Assistance

The Caller Assistance page is used to view and manage subscriber information within Matrix. See the Caller Assistance documentation for more information on this page.

Tab	Function
Subscriber	Allows users to define basic information on the account.
History	Provides access to the account’s event history.
Contacts	Allows users to manage the personal and communication information of individuals assigned to the account.
Zones	Allows users to create and manage alarm panel zones.
On/Off Test	Allows users to schedule time frames where certain signals will be system handled to check equipment or monitoring settings.
Schedules	Allows users to create schedules used to define how certain signals should be routed through the system on specific days and times.
Open/Close Status	Displays the subscriber’s current schedule status.
Panel Information	Displays the codes assigned to the subscriber’s installed alarm panel.
Dealer Info	Displays the account’s assigned dealer’s information.
Edit Request	Allows users to submit a request on the customer’s behalf to make a change to their account.
Authority Search	Displays all authorities assigned to the account.
Notes	Allows users to assigned miscellaneous information to the account.
Other	Allows users to manage miscellaneous alarm handling and notification settings on the account.
Add-Ons	Allows users to manage additional data assigned to the subscriber.
Call Lists	Allows users to manage lists of contacts that should be called when operators are handling alarms.
Queued Changes	Allows administrative users to manage changes made to the account by queued users.
Notify Lists	Allows users to define lists of contacts who should be notified regarding specific information or events.
Alarms on Hold	Displays all alarms currently within the Hold Queue within Monitoring.
Paging	Allows users to view and send page notifications to applicable contacts.
New Sales	Displays the New Sales form that allows users to create a new proposal for services or product the subscriber would like to purchase.
Billing	Displays the subscriber’s billing information including invoice details, history, and accepted payments
Site Inventory	Displays all equipment added to completed service tickets or jobs assigned to the subscriber. This table displays read-only information.

Contact

The Contact dialog is where users manage information assigned to contacts. See the Add Contact documentation for more information on the options available here.

Tab	Function
Details	Allows users to define the contact’s personal formation and system codes.
Rights	Allows users to define the contact’s access to account information and basic authority privileges throughout Matrix.
Email	Allows users to assign email addresses to the contact.
Valid Days/Times	Allows users to assign days and times when the contact is allowed to access information on the account and when their passcode is acceptable.
Paging Detail	Allows users to define how the contact should receive paging notifications.
Contact Address	Allows users to define the contact’s mailing/premises address.
Voice Options	Allows users to assign Inbound Voice parameters and permissions to the contact.
Other	Allows users to assign miscellaneous identifier information to the contact.

Contact - Other

The Other tab available when managing subscriber contact information is where users define miscellaneous identifiers to the contact. See the Other documentation for more information on this tab.

Tab	Function
Contact Identifiers	Allows users to define miscellaneous information on the contact.
Challenge Questions	Allows users to define challenge questions used to verify the contact’s identity.

Contact - Paging

The Paging Detail tab available when managing subscriber contact information is where users define how the contact should receive paging notifications. See the Paging Detail documentation for more information on this tab.

Tab	Function
Detail	Allows users to define the paging notification delivery parameters.
Valid Paging Times	Allows users to assign days and times when the contact is available to receive paging notifications.

Contact - Valid

The Valid Days/Times tab available when managing subscriber contact information is where users assign days and times to the contact and their assigned passcode. See the Valid Days/Times documentation for more information on this tab.

Tab	Function
Contact	Allows users to assign days and times the contact is allowed to access or edit account information.
Passcode	Allows users to assign days and times to the contact’s passcode that determine when the passcode is valid within the system.

Contact - Voice

The Voice Options tab available when managing subscriber contact information is where users assign Inbound Voice parameters and permissions to the contact. See the Voice Options documentation for more information on this tab.

Tab	Function
Voice Contact Entry	Allows users to assign general Inbound Voice permissions to the contact.
History Preferences	Allows users to determine the order and contents of the history information provided to the contact by Inbound Voice.
Access Times	Allows users to define the days and times contacts are allowed to call Inbound Voice.
History Type Exclude	Allows users to define which history events are read to the contact when they contact Inbound Voice.

Contacts

The Contacts tab available within Data Entry allows users to manage personal and communication information of individuals assigned to the subscriber account. See the Contacts Tab documentation for more information on this tab.

Tab	Function
Contacts	Allows users to define individuals who should be notified regarding general account information and updates.
Premises	Allows users to define contact information used to communicate with personnel located at the subscriber’s primary location.
Authorities	Allows users to define contact information for police, medical, fire, and guard personnel that will be contacted during an emergency.
Groups	Allows users to view subdealer-level contacts.

Data Entry

Data Entry is used to view and manage subscriber information within Matrix. See the Data Entry documentation for more information about this page.

Tab	Function
Subscriber	Allows users to define basic information on the account.
Contacts	Allows users to manage the personal and communication information of individuals assigned to the account.
Zones	Allows users to create and manage alarm panel zones.
Schedules	Allows users to create schedules used to define how certain signals should be routed through the system on specific days and times.
Call Lists	Allows users to manage lists of contacts that should be called when operators are handling alarms.
Notify Lists	Allows users to define lists of contacts who should be notified regarding specific information or events.
Notes	Allows users to assign miscellaneous information to the account.
Other	Allows users to manage miscellaneous alarm handling and notification settings on the account.
Add-Ons	Allows users to manage additional data assigned to the subscriber.
Paging	Allows users to view and send page notifications to applicable contacts.
Queued Changes	Allows administrative users to manage changes made to the account by queued users.
History	Provides access to the account’s event history.
New Sales	Displays the New Sales form that allows users to create a new proposal for services or product the subscriber would like to purchase.
On/Off Test	Allows users to schedule time frames where certain signals will be system handled to check equipment or monitoring settings.
Accounts Receivable	Displays the subscriber’s billing information including invoice details, history, and accepted payments.
Dealer Info	Displays the account’s assigned dealer’s information.
Edit Request	Allows users to submit a request on the customer’s behalf to make a change to their account.

Data Entry Admin

Data Entry Admin is typically used by administrative users to make changes to accounts. See the Data Entry Admin documentation for more information about this page.

Tab	Function
Change Account	Allows users to update an account number to an alternate number.
Copy Subscriber	Allows users to replace one account’s data with another’s.
Copy Subscriber Data	Allows users to replace one account’s data with another’s but with greater control than Copy Subscriber.
Delete Subscriber	Allows users to remove subscriber accounts and all their data from the system.
Reactivate/Inactivate Account	Allows users to update the account’s status within the system.
Chart Code Maintenance	Allows users to manage chart codes available on the global, residential, or commercial level.
Assign Accounts	Allows users to manage the account numbers assigned to dealers.
Reassign Accounts	Allows users to transfer accounts from one dealer to another.
Blocked Account Entry	Allows users to prohibit the use of specific account numbers.
Copy Dealer	Allows users to replace one dealer’s data with another’s.
Inactivate/Reactivate by Dealer	Allows users to update the dealer’s status within the system.
Alarm Escalate Groups	Allows users to manage groups of operators alarms can be escalated to when handling alarm signals.

Dealer Group Maintenance

The Dealer Group Maintenance tab available within Dealer Maintenance is used to manage subdealers. See the Dealer Group Maintenance documentation for more information on this tab.

Tab	Function
Group/Account Maintenance	Allows users to assigned accounts to the subdealer.
Contacts
Call Lists	Allows users to manage lists of contacts called for a given signal type as defined on subscriber account zone lists.
Notify by Zone Type	Allows users to create notification lists that send emails out every time an alarm signal of the selected type is handled by an operator.
Notes	Allows users to assign miscellaneous information to the account.
Fax/Email	Allows users to customize settings for reports sent via fax and email.
AM Notify	Allows users to configure automated reports sent via fax and email.
Batch	Allows users to manage reports sent out to a list of predetermined contacts at specified times.
Notify by Email Type	Allows users to customize the types of emails sent out by the subdealer.

Dealer Info

The Dealer Info tab available within Data Entry provides read-only information assigned to the subscriber’s dealer account. See the Dealer Info documentation for more information on this tab.

Tab	Function
Notes	Displays all notes assigned to the account’s dealer.
Contacts	Displays all contacts and their phone numbers assigned to the account’s dealer.
Call Lists	Displays all call lists assigned to the account’s dealer.
On Call	Displays the contacts listed on the On Call call list assigned to the dealer.
Info	Displays basic dealer information such as location and billing details.

Fax/Email

The Fax/Email subtab available within Data Entry allows users to configure how automated faxes and emails are sent from Matrix. See the Fax/Email documentation for more information on this subtab.

Tab	Function
Fax/Email Entry	Allows users to define the primary contact information for faxes and emails.
Batch Report Autofax Email Entry	Allows users to define how batch reports are handled by the system when sending automated faxes and emails.
Contact Letter Report Email Entry	Allows users to define the parameters of the Contact Letter report when it’s sent to individuals.
Auto Email	Allows users to define the formatting of automatically sent reports.

Notes

The Notes tab available within Data Entry allows users to assign miscellaneous information to the account. See the Notes documentation for more information on this tab.

Tab	Function
Subscriber	Allows users to manage miscellaneous information regarding the account.
Temporary	Allows users to manage notes with expiration dates.
Site Directions	Allows users to manage information describing special instructions users should follow when accessing/servicing the account.
Group	Allows users to view read-only notes assigned to the account’s group.
Zone Type	Allows users to manage notes assigned to predefined event types.
Service	Allows users to manage information relating to services performed on the account.
Data Entry Instructions	Allows users to manage notes explaining how to update or add information to the account.
Account Message	Allows users to manage the text that automatically displays when viewing the account within Data Entry or Caller Assistance.

Other

The Other tab available within Data Entry provides users with access to manage miscellaneous alarm handling and notification settings on the account. See the Other documentation for more information on this tab.

Tab	Function
Partitioning	Allows users to route signals received on one account to multiple accounts.
Fax/Email	Allows users to configure how automated faxes and emails are sent from Matrix.
Event Description	Allows users to assign alternate event descriptions to the existing alarm events within the system.
AM Notify	Allows users to define when the system should notify operators and/or contacts regarding signals received during an assigned time frame.
False Alarm Entry	Allows users to define the maximum number of times operators are allowed to use specific alarm resolutions when handling alarms on the account.
Log Duplicate Signal Timer	Allows users to configure the length of time the system should wait before system handling duplicate signals.
Mailing Address	Allows users to define additional addresses on the account.
Notify by Email Type	Allows users to assign email functionality to automated emails sent throughout the system.

Schedules

The Schedules tab available within Data Entry is used to create permanent, temporary, and holiday schedules on the account. See the Schedules documentation for more information on this tab.

Tab	Function
Permanent	Allows users to define the account’s fixed day-to-day schedules.
Temporary	Allows users to define alternate signal handling protocols during the account’s permanent schedule.
Holiday	Allows users to define permanent schedule exceptions during recurring days of the year.

Schedules - Caller Assistance

The Schedules tab available within Caller Assistance is used to create permanent, temporary, and holiday schedules on the account. See the Schedules documentation for more information on this tab.

Tab	Function
Permanent	Allows users to define the account’s fixed day-to-day schedules.
Temporary	Allows users to define alternate signal handling protocols during the account’s permanent schedule.
Holiday	Allows users to define permanent schedule exceptions during recurring days of the year.

Subscriber

The Subscriber tab available within Data Entry allows users to define basic information on the account. See the Subscriber documentation for more information on this tab.

Tab	Function
Additional	Allows users to configure basic account information.
Handling	Allows users to define alarm handling parameters for the account.
Timers	Allows users to define the frequency and handling settings of test signals.
Identifiers	Allows users to define custom account identifiers.
Accounting	Allows users t define billing, service, and sales branch information.
Groups	Displays the account’s assigned subdealer information.
SMS Notify	Allows users to define alarm signal types the system will send SMS message to applicable contacts to notify them about the signal.

Video Entry

The Video Data Entry tab within Data Entry allows users to manage video recording device information and assign zones to devices. See the Video Data Entry documentation for more information on this tab.

Tab	Function
DVRs and Cameras	Allows users to manage DVR and camera device information.
Camera Zones	Allows users to assign zone information to camera devices.

Zone Details

The Zone Information dialog is where users manage zones on the account. See the Add Zones documentation for more information on managing zone information.

Tab	Function
Details	Allows users to define restoral and general information on the zone.
Delay Processing	Allows users to define the parameters the system will use when delaying the signal.
Zone Notes	Allows users to assign miscellaneous information to the zone.
System Handle Times	Allows users to assign a time frame where the system will handle signals received on the zone.
System Handle by Date	Allows users to assign a schedule where the system will handle signals received on the zone.
Advanced Zone Delay	Provides users with additional delay options for the zone.

Zones

The Zones tab within Data Entry allows users to create and manage zones and zone information on the account. See the Zones documentation for more information on this tab.

Tab	Function
Zones	Where users define alarm signaling information on the account.
Area Description	Where users define groups (areas) of zones on the account.
Delay Signal by Type	Allows users to configure when the system should delay specific signals received on the account.
Notify by Zone Type	Allows users to determine which contacts will receive email notifications regarding specific alarm activity.
Custom Chart Codes	Allows users to override existing chart codes to deliver as alternate codes on the account.

Tab Setup

Getting Started #

Options #

Preview #

Matrix Aware Tab Setup #

Index #

Add-Ons #

Aware #

Call Lists #

Caller Assistance #

Contact #

Contact - Other #

Contact - Paging #

Contact - Valid #

Contact - Voice #

Contacts #

Data Entry #

Data Entry Admin #

Dealer Group Maintenance #

Dealer Info #

Fax/Email #

Notes #

Other #

Schedules #

Schedules - Caller Assistance #

Subscriber #

Video Entry #

Zone Details #

Zones #