Notes And Reminders

Temporary Notes

A free format temporary note can be entered for any client. The note area is at the top right of the client window.

If no note has been entered the note will be cream.

If a temporary note has been entered the note will be orange.

To add a new temporary note:

• Open the client window for the client you wish to leave a temporary note against.

• Click the cream square note at the top right of the client window. The note field will expand.

• Click inside the text box and type your note. The note's colour will change to orange to indicate a note is present.

• Click the 'x' close button in the top left corner of the note to hide the newly created note.

Adding a temporary note to a client

To clear the note: Simply Delete the typed text

To give the note an expiry date: Check the expire note box and select a date by clicking the calender icon. The date will appear in the minimised version of the note. The note will remain in the system until the date expires.

If the Expire Note box is not checked on, notes will be permanent until the text is manually removed.

Log Note

To permanently log a note against a client click the drawing pin on the top right of a client window (to the left of the temporary note)

Log note pin on left

This opens the Log note window. In this window you may enter a short note into the description field and a longer note into the Extra notes fields. After pressing the Save button the note will be date stamped and a signal will be created against this client of type 65,024. The text you entered in the description field will be displayed in the description field of the signal, the text you entered in the extra notes will be held in the memo of the signal.

Logged notes are generally used for recording phone conversions, since they are time/date stamped.

Logging a Note

Log note appears in signal list

Reminder

You may also create a reminder by pressing the Reminder button located on the left of the client area with the Area and Remote buttons.

• In the Header field you must enter a text string. This text will be appended to the description of the signal generated by this reminder.

• In the Message field you may enter text which will be inserted into the generated signal's memo; if an activation is generated in response to the signal, an operator response note will automatically be added with the same text.

• A Reminder Type must be selected for the new reminder. There are three default reminder types, these are: 'Alarm Reminder', 'Non-Alarm Reminder' and 'Guard Tour' with Patriot signal types 65250, 65251 and 65252 respectively. Additional client reminder types can be configured with the Maintenance -> General -> Client Reminders tool, see Client Reminders for more information.

• Start Date can be either 'Now' or 'Future'. If 'Now' is chosen the reminder will trigger the moment the Save button is pressed. Otherwise a future date and time can be selected for the new reminder.

• The Permanent checkbox enables you select an 'Auto Repeat Time' specified in Days, Hours and Minutes. If the reminder is made permanent then the reminder will generate a new signal after each specified time period has elapsed.

  Note: no signal will be generated when the Save button is pressed - the first signal will be generated after the specified time period first elapses.

Pressing Save will activate the new Client Reminder, and it will become viewable on the View Reminders tab (see below).

Creating a permanent Client Reminder

It is possible to view all pending Client Reminders from the same pop-window. This is done by selecting the View Reminders tab at the top of the Client Reminders window. The View Reminders tab includes a function button at bottom left for deleting reminders.

Note: Only Client Reminders (Patriot Type No. 65204) will be visible in this list. Alarm Reminders (No Signal Received etc.) are not displayed from the Client Reminders pop-up window.

The View Reminders tab lets you review any existing client reminders