Client Notes & Reminders

Client notes are designed to display prominently - they are typically the first client information that is viewed by an operator upon opening a client record. This is because client notes will often contain important information, often of a temporary nature, that should be considered before beginning a client alarm response.

Client reminders are a tool for operators to schedule a follow up, at a particular date and time (which may be repeating), on any matter relating to a client. Note that there is some overlap between Patriot's client reminder function and the activation sleep function and also with the client work order functionality - which function operators chose in each case is left to the monitoring supervisor to decide according to their individual business requirements.

Client Notes

Free format temporary & permanent notes can be entered for any client. The note control area is at the top right of the client window. Notes can be added which are visible for all areas of a partitioned client or a single area.

No Note If a client has no current notes entered the note control will be cream and the note count will display zero.

Note If notes exist for the open client the note control will be orange and the number of notes will be displayed. If you have the Always Popup Client Note system wide setting enabled the note controls will automatically expand when opening a client which has note(s) entered.

To add a new client note:

Timezones: If Timezone support is enabled, the From and To expiry times of the temporary notes will be shown according to the timezone of the site you are viewing. (Read the Timezones page for more detail).

Temp note
Adding a temporary (auto-expiring) note to a client

Move a user type up the response plan call order Press the up arrow button to move the selected client note up one place in the client note display order.

Move a user type up the response plan call order Press the down arrow button to move the selected client note down one place in the client note display order.

Delete Press the save button to save your changes to the client note display order.

Delete Press the delete button to permanently remove a client note.

Log Note

To permanently log a note against a client click the insert (+) button on the top right of a client window (to the left of the client note control)

Log Note pin

Log note insert button is on left of client note control

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 often used for recording phone conversions, since they are time/date stamped.

Log note

Logging a Note

Log note signal

Log note appears in signal list

Reminder

ReminderYou may also create a reminder by pressing the Reminder button located on the left of the client area beside the area list button.

Create a Client Reminder

Creating a new Client Reminder

Recurring reminder Recurring reminder Recurring reminder
Examples of complex reminder recurrence patterns.