| □ | There are two types of Contracts tracked by MKMS: |
| a. | In order to identify your Subscriber's Monitoring Related Contract information, you must first create the Codes and Descriptions representing these Monitoring Related Contract Types which are offered by your Company. |
| b. | Monitoring Contract Types are defined by Choosing Maintenance from the Main Menu and Selecting the Central Station sub-menu then Clicking Contract Types. |
Contract Type Form
| c. | These User-Defined Monitoring Contract types (documented in "Defining the Contract Types" below) are used to identify the type of Monitoring Related Services that are being provided to each Subscriber. |
| e. | A Subscriber may have more than one Monitoring Contract type in force (and a Subscriber may have more than one CSID assigned, as well). |
| a. | In order to assign your Subscriber's Service Related Contract information, you must first create the Codes and Descriptions representing the Service Contracts being offered by your Company. |
| b. | Service Contracts are defined by Choosing Maintenance from the Main Menu and Selecting Service Tracking Items and Choosing Service Contracts. |
Service Contracts Form
| c. | These User-Defined Service Contract types are used for identifying a Subscriber's Extended Warranty and/or Service Agreement |
| □ | Defining the Contract Types - Before identifying a Subscriber's Monitoring Related Contract information, you must create the Codes and Descriptions representing the Monitoring Related Contract Types being offered by your Company. |
| • | Contract Types represent what monitoring related, and contracted for, services are being provided to Subscribers |
| • | The definition and assignment of Contract Types is a requirement for UL® Accounts and therefore is a required Central Station Monitoring module start-up process. |
| • | Having the appropriate Contract Type specifically identified for a UL® Listed Subscriber is a UL® requirement for those Accounts. |
| • | Also, by entering your Monitoring Related Contract Types for the Monitoring Services being provided for each Subscriber enables the functionality of the Subscribers with No Contract report. |
| • | Create the Contract Types that are being offered (as explained below) |
| • | Subscribers may have more than one Contract Type assigned to the same Account. |
| □ | The Monitoring Related Contract Types are defined by Choosing Maintenance from the Main Menu, Selecting the Central Station sub-menu, then Clicking Contract Types option. |
| • | This selection displays the Contract Types Form (a sample of which is shown below). |
Contract Type Form
| • | This Contract Types Form may be Re-sized by Dragging the Top and/or Bottom up or down, and/or the Right side in or out. |
| • | Navigation Menu - The Navigation Menu is located at the top of the Contract Types Form. |
| • | This Navigation Menu provides the normal Record Movement, New, Edit, Delete, Cancel, Save, and Refresh options; as well as special Print and Search functions. |
| • | Record Editing section - The details of the currently selected record are displayed below the Navigation Menu at the center (Main Body) of the Contract Types Form. |
| • | Table View tab - A tabular (spreadsheet style) Table View of the currently defined Contract Types is accessible by Clicking the Table View tab at the bottom of the Contract Types Form. |
| • | To display a specific Contract Type record in the Record Editing section, Click on that record within the Table View section, or use the Search Icon (see the "Using the Special Functions" section later in this chapter). |
| • | This Table View information may be Pinned in Place by Clicking the Pin Icon on the right. |
Contract Types Form - with Table View tab Pinned Open
| ▪ | You may Un-Pin this Table View by Clicking the Pin Icon again. |
| ▪ | Click on any listed record to display that information in the center (Main Body) of the Form. |
| • | There are two columns of data in this Contract Types Record Listing: |
| 1) | Description - The description for this Contract Type. |
| 2) | ID - The record number which identifies this Contract Type. |
| • | Each column's Header Name describes the data contained in that column. |
| ▪ | Clicking on a Header Name will set the order in which the Contract Types will be listed. |
| ▪ | Clicking on the same Header Name will set the order in the opposite direction (ascending vs. descending). |
| ▪ | The Header Name that is determining the Order of the list will have an Icon indicating the Order displayed next to that Header Name. |
| • | To define the Contract Types being offered - one or more of which are which are entered in each monitored Subscriber's Contracts Form. |
| • | Click the  Icon to start the Contract Type entry in the Record Editing section. |
| • | Contract ID - This is the system assigned record number which is inserted automatically when the record is initially saved. |
| • | Contract Type - Enter a Description of this Contract Type which is used to identify the type of monitored contract(s) being offered by the Company. |
| ▪ | The Contract Type Description may up to 50 characters in length and include upper and/or lower case letters, numbers, spaces and normally used punctuation marks. |
| • | Click the  Icon to record this Contract Type entry. |
| • | Repeat this process, as needed, to define each Contract Type. |
| □ | Using the Special Functions on the Navigation Menu at the top of the Contract Type Form: |
| • | Print - Click the Print Icon to View and/or Print a list of the Contract Types. |
| • | Yes - Click the Yes button to View a copy of the report. |
| • | No - Click the No button to open the Windows® Print dialog where a copy of the report may be sent to a selected Printer, or Printed to a File. |
| • | Cancel - Click the Cancel button to close this Print question and return to the Form. |
| • | Search - Click the Search Icon to open the Search Contract Types dialog. |
Search dialog
| • | See the "Using the Generic Search dialog" section in the Advanced Search Dialog chapter for more information about this Search dialog. |
