Site Details Tabs

Add internal notes about a site. Adding a Site Note 1. Add Note Click Add Note on the left side of the page. 2. Note Type out the note in the white box inder the "Note" header. 2. Type Select the note...

This tab shows you a list of all active systems located at this site. Show Inactive Systems To view inactive systems, check this box. Adding a New System Click "New System" on the right side of the page. Comple...

If you have active RMR (recurring monthly revenue) items on the site level, you can view them in this tab.  In the security industry, RMR items will most likely be on on the system level. New RMR To add a new RMR to linked this site...

This tab shows you a list of all open work orders at the site level.  If you are in the security industry, it is likely that you will link work orders to the system rather than the site.  The status of each work order is color coded based on the leg...

You can build  a parts list on the site level in this tab.  Adding a Site Part To add a part to this site, Click "Add Site Part" in the upper right corner.   An "Add Parts" page will appear.  Check the boxes to the left ...

View and add contacts linked to this site. Adding a New Contact 1. Add New Contact To add a new contact for this site, click "Add New Contact" on the right side of the page.   2. Edit FIll out the fields in the...

View zones linked to the site in this tab. Adding a Zone Click "Add Zone" on the left side of the page. Complete Fields Zone # Enter a zone number to identify the zone. Signal Type/Authority Se...

View and manage authorities linked to this site. Adding Authorities to a Site The authorities list is created in the "Setup Table". 1. Add Authorities Click "Add Authority" in the right side of the page.   A list of...

Upload a documents linked to this site in this tab. Follow the steps on the Customer Manager Page Docs Tab to upload site documents. ...