Temp Notes

□	The ability to enter a Temporary Note, and have it displayed when that Subscriber's Alarm System is activated (sends an Alarm Signal to the Central Station), is a useful tool for helping Operators provide a more accurate alarm response.

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Temp Notes, entered as a result of a Subscriber call-in, an alarm event, a verification response, and some other Subscriber related situation that occurred within a Central Station, can help eliminate a double dispatch, contacting the wrong (unavailable) person, or knowing important information like a family being on vacation, or business closed because of an unusual schedule change.

•	So, it is often useful to be able to attach a Temp Note to the Subscriber's record - with a starting and ending date and time in which it will be shown.

•	In the event of another signal being transmitted from that Subscriber, the next Operator will be informed of the "issue" through the display of a Temp Notes message.

•	You may add a Temp Note for a Subscriber in three places:

1.	In MKMS following these instructions:

▪	Open the Subscribers Form and Retrieve (F2 Search) the appropriate Subscriber record.

▪	Select the General Quick Access Menu and Choose the Monitoring Icon to open the Central Station Data Form.

▪	Select the appropriate Subscriber Panel's CSID.

▪	On the Central Station Data Form's Forms Quick Access Menu, Click the Temp Notes Icon.

2.	Using the Dealer Module Client Connection following these instructions:

▪	Locate the appropriate Subscriber using the Search option.

▪	Select the Panels tab on the Dealer Module Form.

▪	Choose the appropriate Subscriber Panel CSID.

▪	Click on the Notes Information Access Button.

3.	In MKMSCS following these instructions:

▪	Press F2 to open the Sub Info Form.

▪	On its Subscriber Information Menu bar, Click the Temp Notes Icon.

►	Note: The Copy To... Icon (see "Using the Copy To function" below) is not available within MKMSCS.

•	In either case, the Temp Notes Form will be displayed.

HelpFilesTempNotes

Temp Notes Form

□	Entering a Temp Note:

•	Click Add ("+") to open the expanded Temp Notes dialog.

HelpFilesTempNotesFullDialog

Temp Notes Form - with the Data Entry area

•	Start Time - Use the Drop-Down Date Selection Box to Choose the starting date for this Temp Note.

•	By default, it is Today and Now.

•	End Date - Use the Drop-Down Date Selection Box to Choose the ending date for this Temp Note.

•	By default, it is Today and Now.

•	You must reset this date and/or time to reflect when you want this Temporary Note to expire.

•	Note - Enter the Note to be displayed for the Operator.

•	Type the note or comment that is to be displayed for the User or Operator.

•	This is a Rich Text Edit Form and so to format or color the text, Double-Click this field to open the Rich Text Editor.

HelpFilesRichTextEditSample

Edit Rich Text Form for entering Temp Notes

•	Press Ctrl+S to save a Edit Rich Text entry.

•	Click the Save ("ü") Icon at the top of the Temp Notes Form to record the Temp Note entry.

□	Using the Copy To function:

•	Once entered, from time to time a User or an Operator may want (need) to copy an existing Temp Note to another Subscriber Panel's CSID.

•	To do so, Open the Subscribers Form and Retrieve (F2 Search) the appropriate Subscriber record.

•	Select the General Quick Access Menu and Choose the Monitoring Icon to open the Central Station Data Form.

•	Select the appropriate Subscriber Panel's CSID.

•	On the Central Station Data Form's Forms Quick Access Menu, Click the Temp Notes Icon.

•	Select the Temp Note that is to be attached to the other Subscriber Panel's CSID.

•	Click the Copy To... Icon to open the Select Panels dialog.

•	Click on any Header Name (ID, CSID, Name, etc.) column field.

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Press F2

•	In the (F2) Search field, enter the Subscriber's ID, CSID or Name depending on the field selected, to identify the Subscriber Panel's CSID to which the selected Temp Note is to be copied.

•	This is an incremental search function so, as you type your entry, the highlighted record will continue to be relocated until you have found the required record.

•	Check the desired Account.

HelpFilesTempNotesSelectPanelDialog

Select Panels dialog for the Temp Notes Form

•	Click the OK button to execute the Copy To function.

•	The Selected Temp Note will be copied to the Temp Notes of the Selected Subscriber's record and the Select Panel dialog will close.

□	Editing a Temp Note:

•	Select the Temp Note that needs to be changed.

•	Click Edit p and modify the information, as needed.

•	Click the Save ("ü") Icon to record the Temp Note changes.

□	Deleting a Temp Note: The Temp Notes are stored indefinitely by the system until actually deleted.

•	It is the Users responsibility to permanently delete Temp Notes, when deemed appropriate.

•	Select the Temp Note that needs to be removed.

HelpFilesDeleteRecord

Confirm the Temp Note deletion

•	Click Delete - and Confirm the deletion.

□	Any active Temporary Notes for a Subscriber are displayed for the Operator when an Alarm Signal is first presented on the Signal Processing screen.

•	Once viewed, the Operator must close the Temp Notes dialog to continue to process the signal.

•	To view the Temp Notes dialog for this Account again, Press Shift+F5 or Click the Temp Notes tab on the Signal Processing screen.

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Temp Notes tab on the Signal Processing screen

•	If a Temp Note is active (within the date and time range set for when it is to be displayed), the Temp Notes tab will be displayed whenever the Subscribers Form is opened.

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Temp Notes tab on Subscribers Form