Action Plans

Action Plans

Module: Account Management

Overview

An action plan is a customer-defined list of contacts that operators use to handle emergency situations. Use the Action Plans tab to enter action plan information for customers. You can view information about all plans and contacts for each installation.

From Action Plans, you can create plans for everyday use, temporary replacement plans, and permanent substitute plans. Create temporary replacement plans for periods of two weeks or less; dispatchers typically use these plans when a customer goes out of town or is on vacation. Create permanent substitute plans for specific days of the week or holidays; dispatchers typically use these plans when a customer has a different schedule on a particular day of the week. For instance, if the customer's mother visits every Monday and she needs special assistance, the customer would request a permanent substitute plan for Mondays in case of an emergency.

Each action plan contains a Call List that operators use in Dispatch (program #537) when handling an alarm from the installation. You can assign agencies and contacts to the action plan's Call List. In the Action Plan Details window, you can also generate passcard numbers to assign to contacts, making them passcard holders. Dispatchers can use these passcards to validate the identity of the passcard holder when he/she is contacted.

When you create a new installation, SBN generates a base plan called Action Plan 0. If you do not create additional action plans for this installation, you must use the base plan. You may not delete the base plan. If you create and save a new installation after you use the Jump to Data Entry/Customer Service button in Marketing (program #562), SBN populates the base plan with the contacts from the Marketing Basics tab.

Note: You may not delete an action plan that contains attachments.

This document covers the following topics:

Navigating to Action Plans

Action Plan Options

The Action Plans Tab

Viewing Details of Action Plans

Creating a New Action Plan

Working in the Action Plan Details Window

Changing an Existing Action Plan

Deleting an Action Plan

Viewing the Call List

Working in the Call List

Setting Up User Validation Questions for a Contact

Navigating to Action Plans

Use the following steps to navigate to the Action Plans tab:

1. From the main SBN toolbar, select Menu.

2. From the drop-down menu, select Go To.

3. In the Go To Program dialog box, type in "559" and press Enter.

w Data Entry Master and Basics opens.

4. Choose the Action Plans tab in the lower pane of Data Entry.

Action Plan Options

You can manipulate the Action Plans window and functionality by using a number of options. The settings of the following options control different aspects of the Action Plans tab and how it relates to other tabs and programs. For detailed information on an option and its default setting, see SBN Options.

Option ba238 - This option sets a default number of expiration days for temporary action plans.

Option ba240 - When off, a change to a passcard does not automatically set the Print flag. If the option is off and you want to print, you can set the Print flag manually. A new passcard automatically sets the Print flag.

Option ba289 - When on and you change a passcard number, SBN creates an entry in the Change Log of all customers who use that passcard.

Option ba317 - When on, users may search by email address in the Basic Search tab. Also, SBN checks the email address entered into a new inquiry in Marketing (program #562) against existing inquires and displays a warning message if it finds duplicates.

Option ba355 - Use to define the minimum action plan to synch from in the Synch Contacts dialog box. If you leave this value blank, users may choose the minimum action plan.

Option ba356 - Use to define the maximum action plan to synch to in the Synch Contacts dialog box. If you leave this value blank, users may choose the maximum action plan.

Option ba393 - When on, the Email field in the addresses table must be unique or blank. This enforces email uniqueness to link to passcards for login or authorization purposes. Do not turn this option on unless ba317 is also on.

Option ba394 - When on, passcard extensions are generated using the dealer assigned to the installation, not the assigned branch.

Option ba420 - When on, you can only assign one Access Group in each contact's Access Card tab in the Contact Details window.

Option ba531 - When on, you can show authority level in the call list tab of the action plan.

Option hseccol - Use to define the color of text in which a contact flagged as High Security will appear in the Dispatch tab. Define this option with a legal Windows color name (e.g., Red, Black, Maroon). If you leave this option blank, SBN does not highlight the High Security contact in Dispatch.

Options maalv0 - maalv6 - When one of these options is defined, the contact name in Action Plans will be colored to a corresponding color based on the contact's authority level.

Option mo154 - When on, the passcard extension defaults from the Misc 37 field in the Basics tab of Data Entry (program #559) instead of from the Installation Branch. SBN bypasses the restrictions from ba107, as well.

Option mo155 - When on, the Delete field in the Contact Details window includes an *. You may select the * and a future expiration date for the passcard of the selected action plan. Until the passcard expires, the contact appears in yellow text. Upon expiration, the contact appears in red text, and SBN considers the contact’s passcard invalid. The expired passcard remains red until SBN deletes.

Option mo158 - If both option mo155 and option mo158 are on and you mark a passcard for future expiration( * ), the passcard expires on all action plans for the account.

Options mo198 and mo199 - These options define the monitoring event and event extension SBN enters in the Alarm Log when removing incidents from the Alarm Queue on zones attached to Action Plans of type 80-89.

Option temp156 - When this client-specific option is on and a user enters an existing passcard in the Action Plans tab with a passcard extension that is not a valid branch or dealer, SBN automatically populates the passcard holder name and contact details. When this option is off and a user enters an existing passcard with an extension that is not a valid branch or dealer, SBN does not populate the passcard holder name and contact details.

Option temp254 - Company-specific option for Company 254.

Option undfzpix - Use to define the action plan that the operators use to handle signals from unidentified zones. If an account does not contain the defined action plan, SBN uses Action Plan 0.

The Action Plans Tab

The following graphic displays the Action Plans tab as the program opens. The tab displays all previously entered action plans for the selected account.

Column Descriptions - Action Plans

The following table describes the columns used in the Action Plans tab.

Viewing Details of Action Plans

There are four detail windows in the Action Plans tab. Each detail window displays pertinent information about the selected action plan.

The Action Plan Details window displays plan details, agencies and contacts associated with the plan, and information about the zones associated with the action plan.

The Contact Details window - Basics tab displays phone numbers, call times, physical addresses, email addresses, and Access Card information for the contact associated with the action plan.

The Contact Details window - Medical tab displays special needs, medical history, medical conditions, and medication information for the customer on the selected account.

The Agency Details window displays contact names, phone numbers, physical addresses, and fax numbers for the agency associated with the action plan.

Viewing the Action Plan Details Window

In the Action Plan Details window, there are three panes of information.

The upper pane displays details about the action plan and temporary replacements plans or permanent substitute plans, if any.

The lower left pane displays the agencies and contacts associated with the action plan.

The lower right pane displays information about the zones associated with the action plan.

Use the following steps to view the details of an action plan:

1. Select the action plan for which you want to view details.

2. Double-click your selection or choose Get.

w The Action Plan Details window appears, displaying details of the selected action plan.

Field/Column Descriptions - Action Plan Details Pane

The following table describes the fields and columns used in the upper pane of the Action Plan Details window.

Column Descriptions - Agency and Contact Details Pane

The following table describes the columns used in the lower left pane of the Action Plan Details window.

Column Descriptions - Zone Details Pane

The following table describes the columns used in the lower right pane of the Action Plan Details window.

Note: These columns are read-only. You can attach an action plan to a zone in the Zones tab.

Viewing the Contact Details Window - Basic Tab

In the Action Plan Details window, you can zoom to the details of any contact. The Contact Details window - Basics tab displays phone numbers, call times, physical addresses, and email addresses in the left pane and Access Card information in the right pane for the contact associated with the action plan.

Use the following steps to view contact details for an action plan:

1. In the Action Plans Details window, select the contact for which you want to view details.

2. Double-click your selection or choose Zoom Agency or Contact.

w The Contact Details window opens with the Basic tab displayed.

Note: SBN automatically updates the Access Control Panel with the information you enter in the Access Card tabs in the right pane.

Field Descriptions - Contact Details Window - Basic Tab

The following table describes the fields used in the Contact Details Basic tab.

Managing Codeword Permissions

Choose the On Demand Codewords button in Data Entry (program #559) if you want to view the codewords for an installation and its action plans. IBS added actions 559/916, 559/917, 559/918, and 559/919 to manage the permissions for when codewords appear.

These actions control the following settings:

559/916 - Never see codewords

559/917 - Always see codewords

559/918 - See codewords if an alarm incident is in the user's terminal

559/919 - Controls On Demand Codewords button in program #559

The operator will never see codewords with the following action settings:

When all four actions are turned off

When 559/916 is on and the rest are off

When 559/916 and 559/917 are on and the rest are off

When 559/916 and 559/918 are on and the rest are off

When 559/916, 559/917, and 559/918 are on and 559/919 is off

When 559/916 and 559/919 are on and the rest are off

When 559/916, 559/917, and 559/919 are on and 559/918 is off

When 559/916, 559/918, and 559/919 are on and 559/917 is off

The operator will always see codewords with the following action settings:

When all four actions are turned on

When 559/917 is on and the rest are off

When 559/917 and 559/918 are on and the rest are off

When 559/917 and 559/919 are on and the rest are off

When 559/917, 559/918, and 559/919 are on and 559/916 is off

The operator will only see codewords if an incident is in the terminal when 559/918 is on and the rest of these actions are off.

The operator will only see codewords on demand when 559/919 is on and the rest of these actions are off.

The operator will only see codewords on demand and if an incident is in the terminal when 559/918 and 559/919 are on and the rest of these actions are off.

Viewing the Contact Details Window - Medical Tab

In the Action Plan Details window, you can zoom to view the medical information for the selected contact. Operators and agencies may use this information when handling an alarm on this installation. The Contact Details window - Medical tab displays special needs, medical history and conditions, and medication information for the contact.

Use the following steps to view medical details for a contact:

1. In the Action Plans Details window, select the contact for which you want to view details.

2. Double-click your selection or choose Zoom Agency or Contact.

w The Contact Details window opens.

3. Choose the Medical tab.

w The Medical tab opens.

Field Descriptions - Contact Details Window - Medical Tab

The following table describes the fields used in the Contact Detail Medical tab.

Viewing the Agency Details Window

Inside each action plan you can zoom into the details of any agency. All agency details originate from the agency record in one of the following programs, depending on the agency type:

Police Agencies (program #1546)

Fire Agencies (program #1547)

Medical Agencies (program #1552)

Patrol Agencies (program #1717)

Use the following steps to view agency details for an action plan:

1. In the Action Plans Details window, select the agency for which you want to view details.

2. Double-click your selection or choose Zoom Agency or Contact.

w The Agency Details window opens.

Field Descriptions - Agency Details Window

The following table describes the fields used in the Agency Details window. These are read-only fields.

Creating a New Action Plan

From the Action Plans tab, you can set up new action plans for customers when they provide instructions for when emergency situations occur. Customers must have at least one action plan defined on their account, but can have an unlimited amount of action plans defined for different situations. For example, you can create action plans to use in most circumstances or create plans for vacation days and holidays.

Note: If option undfzpix is on, you may define an action plan to use when signals arrive from unidentified zones. If an account does not contain the defined action plan, SBN uses Action Plan 0.

There are two ways you can create a new action plan:

Use an existing action plan as a template for the new action plan

Create an entirely new action plan

After you create an action plan, you need to add agency and contact information.

Using an Action Plan as a Template for a New Action Plan

If an existing action plan is very similar to an action plan you want to create, use this method and save data entry time.

Use the following steps to use an action plan as a template:

1. Open the installation for which you want to create a new action plan.

2. In the Action Plans tab, select the action plan you want to use as a template.

3. Choose Copy Current Record.

w The Copy Action Plans dialog box opens.

4. SBN generates the next consecutive action plan number.

5. You may change the New Plan number, if needed.

6. Choose Save.

w SBN adds the new action plan to the Action Plans tab.

Note: Once you choose Save, you cannot change the action plan number.

7. Change the details of the new action plan, as needed. See Changing an Existing Action Plan.

Creating an Entirely New Action Plan

Use the following steps to create an entirely new action plan:

1. Open the installation to which you want to add an action plan.

2. In the Action Plans tab, choose New.

w The Action Plan Details window opens in New mode.

3. SBN generates the next consecutive action plan number.

4. Complete the necessary fields. See Working in the Action Plan Details Window for creating action plan information for each pane.

5. Choose Save.

Working in the Action Plan Details Window

There are several aspects of action plans that you can activate from the Action Plan Details window. Some of these aspects are essential for operators handling an alarm in Dispatch, while other aspects allow you to customize action plan functionality. These aspects include:

Defining the Action Plan Type

Assigning Passcard Holders and Contacts to an Action Plan

Entering Contact Details

Assigning Agencies to an Action Plan

Setting Up a Temporary Replacement Plan

Setting Up a Permanent Substitute Plan

Setting Up Patrol Information

Defining the Action Plan Type

The selection in the Type field determines what actions SBN takes when a signal is generated from a zone attached to the selected action plan. The selection in the Message field determines the text that SBN sends in an email and/or page. (The menu of the Message field originates from program #1667.) It is important that you set up these fields properly for each action plan.

Note: You may enter alternate Message text for specific dealers and languages in program #1667. The alternate text is used for installations with the selected dealer and/or language assigned in Data Entry Master (program #559).

When you define the Action Plan Type, select the Email and/or Page check boxes to indicate if contacts should be sent emails, pages, or both. Define the Phone and Email fields for all contacts on the action plan to ensure that all contacts indicated by the selected Action Plan Type receive alarm pages and emails. Designate whether a contact has a pager in the Phone Type field in the Contact Details window. Define the contact's email address (or addresses) in the Email 1 and/or Email 2 fields of the Contact Details window.

Type Numbers

The following table describes the types you can assign to action plans.

Note: If you select the Suppress Multiple Alarm Emails check box in Data Entry Master and Basics (program #559), SBN does not send emails if more alarms are generated from a CID already in the Alarm Queue. Also, SBN does not create an Alarm Log entry stating that an email was sent.

Assigning Passcard Holders and Contacts to an Action Plan

Use the Agency and Contact Details pane at the bottom of the Action Plan Details window to manage all contact information for each action plan. You can enter contacts by generating a passcard, choosing a holder from a list of previously generated passcards, or by assigning a contact that has no passcard information. To assign passcard holders, the installation you are working in must be set up to accept passcard holders in Data Entry Master and Basics.

The rule assigned to the installation panel in the CID grid of program #559 determines passcard length and other passcard generation requirements for the installation. For more information, see the Panel Rules document (program #1603) in Utilities.

Note: If option ba289 is on, when a user changes a passcard number, SBN creates an entry in the Change Log of every customer who uses that passcard.

Generating a Passcard

Use the following steps to generate a passcard:

1. Select the action plan to which you want to add a contact.

2. Choose Change.

w The Action Plan Detail window opens in Change mode.

3. In the Agency and Contact Details pane, click in the Passcard column.

4. Choose Generate or Generate All Passcards.

w SBN generates a passcard number and extension.

5. Enter information in the following columns:

In Name enter the contact's name.

In Phone 1 enter a phone number for this contact.

Note: You can add additional phone numbers in other Phone columns.

In Sequence# enter this contact's call sequence order number.

In Authority enter an authority level for this contact.

6. Choose Save.

Assigning a Previously Generated Passcard

Use the following steps to assign a previously generated passcard:

1. Select the action plan to which you want to add a contact.

2. Choose Change.

w The Action Plan Detail window opens in Change mode.

3. In the Agency and Contact Details pane, click in the Passcard column.

4. Choose a passcard holder from the drop-down menu. If you find the passcard holder you want to assign in the drop-down menu, skip to step 8.

5. To search for a passcard holder, click in the Passcard column and choose Name Search.

w The Name Search screen opens.

6. Enter a name, phone number, or alias and choose Search.

w The results that match your search parameters appear in the bottom pane.

7. Double-click your selection.

w SBN adds the passcard holder to the Agency and Contact Details pane.

8. Enter information in the following columns:

In Sequence# enter this contact's call sequence order number.

In Authority enter an authority level for this contact.

9. Choose Save.

Assigning a Contact with No Passcard

Use the following steps to assign a contact that has no passcard information:

1. Select the action plan to which you want to add a contact.

2. Choose Change.

w The Action Plan Detail window opens in Change mode.

3. In the Agency and Contact Details pane, start entering contact information in the Name field. Enter information in the following columns:

In Phone 1 enter a phone number for this contact.

Note: You can add additional phone numbers in other Phone columns.

In Sequence# enter this contact's call sequence order number.

In Authority enter an authority level for this contact.

4. Choose Save.

Entering Contact Details

The Contact Details window displays additional fields that provide information for each contact, including fields for comments, a specific street address, and additional phone and pager numbers. After a user has deleted a contact from a plan, you may reactivate the contact from this window by removing the X that appears in the Delete field.

Use the following steps to add contact details:

1. In the Action Plan Details window, select the contact to which you would like to add details.

2. Double-click your selection or choose Zoom Agency or Contact.

w The Contact Details window appears.

Note: For the field descriptions in the this window, see Field Descriptions - Contact Details Window - Basic Tab.

3. Choose Change.

w The fields open for changes.

Note: The Passcard and Passcard Extension fields only open for changes if action 559/114 is disabled. If the action is enabled, these fields are read-only. For more information about actions, see Action Profiles.

4. Enter detailed information, as needed.

5. Choose Save.

Deleting a Contact

From the Contact Details window, you can delete a contact from the selected action plan or from all installations.

Use the first Delete field to delete this contact from this action plan only.

Use the second Delete field to delete this contact from all installations.

If you choose to delete a contact, you may specify a future date for the termination to become effective. SBN automatically deletes the contact on the date and time specified. Once you have scheduled a contact for deletion, SBN turns the Passcard field red until the pending termination takes effect.

Assigning Agencies to an Action Plan

All agency details originate from the agency record in one of the following programs, depending on the agency type:

Police Agencies (program #1546)

Fire Agencies (program #1547)

Medical Agencies (program #1552)

Patrol Agencies (program #1717)

You can also create a new agency in an action plan by choosing an agency type, then entering new agency details. When you create a new agency in an action plan, a dialog box opens asking if you want to create a new entry. If you choose Yes, another dialog box opens asking if you want to create a new link for the agency. If you choose Yes, SBN saves the new agency to the corresponding program depending on agency type. If you have a country code selected for the installation, SBN saves that country code for the new agency.

Use the following steps to enter an agency:

1. Select the action plan to which you want to add an agency.

2. Choose Change.

w The Action Plan Detail window opens in Change mode.

3. In the Agency and Contact Details pane, click in the Agency Type column.

w A menu of agencies appears.

4. Select the correct agency type from the drop-down menu.

5. To select an agency by:

Passcard, click in the Passcard column and select the correct agency from the drop-down menu.

Note: If you know part or all of the Agency ID, you can enter it in this field. After you type the known characters, click the arrow to view a shortened Agency ID menu. You can also type a (%) percent sign and click the arrow to view a complete list of Agency IDs.

w SBN populates the Passcard, Name, and Phone columns.

Phone number, click in the Phone 1 column and select the correct agency from the drop-down menu.

Note: If you know all or part of the phone number of the desired agency, you can enter it in this field. After you type known numbers, click the arrow to view a shortened Agency menu. You can also type a (%) percent sign and click the arrow to view a complete menu of agency phone numbers.

6. Enter information in the following columns:

In Sequence# enter this agency's call sequence order number.

In Authority enter an authority level for this agency.

7. Choose Save.

Setting Up a Temporary Replacement Plan

From the Action Plans Details window, you can set up temporary replacement plans to replace current action plans for a specific date and time range. Create temporary replacement plans for periods of two weeks or less. For example, you can create temporary action plans if customers want different people to be contacted when they are on vacation.

Use the following steps to create a temporary replacement plan:

1. Select the action plan to which you want to add a temporary plan.

2. Choose Change.

w The Action Plan Detail window opens in Change mode.

3. Complete the following fields:

In Replace select the plan you want to use as the temporary replacement plan.

In Start Date (no label) select the start date for the temporary replacement plan.

In Start Time (no label) select the start time for the temporary replacement plan.

In End Date (no label) select the end date for the temporary replacement plan.

In End Time (no label) select the end time for the temporary replacement plan.

4. Choose Save.

If Option ba238 is enabled and set to 0, and action 559/110 is active, you may choose to have the temporary replacement action plan occur either yearly or monthly. When this option and action are set, the Yearly and Monthly checkboxes are enabled. Selecting either checkbox causes the Permanent Substitute Grid to disappear. By entering a year in the End Date fields that occurs in the future, you may create a recurring temporary event that happens either every month or every year until the date expires.

Use the following steps to create a monthly or yearly temporary replacement plan:

1. Select the action plan to which you want to add a monthly or yearly temporary plan.

2. Choose Change.

w The Action Plan Detail window opens in Change mode.

3. Select either the Yearly or Monthly checkbox.

4. Complete the following fields:

In Replace select the plan you want to use as the temporary replacement plan.

In Start Date (no label) select the start date for the temporary replacement plan.

In Start Time (no label) select the start time for the temporary replacement plan.

In End Date (no label) select the end date for the temporary replacement plan. For monthly or yearly temporary replacement action plans, the month, but not the year, must be the same as that in the Start Date.

In End Time (no label) select the end time for the temporary replacement plan.

5. Choose Save.

The start and stop dates, as well as whether a plan is recurring monthly or yearly, now appears in the Action Plan Summary Tab.

With action 559/110 set to inactive and Option ba238 set for 14 days, the yearly and monthly checkboxes are read only and are not allowed to be edited. The action plan will automatically set a time interval of 14 days and the dates are shown on the Action Plan Tab but the yearly and monthly column is blank.

If Action 559/110 is set to active and Option ba238 has a value, you may set temporary action plans for an interval longer than what is shown in the value option. However, you will not be able to set yearly or monthly recurring replacement plans and the fields are read-only.

Setting Up a Permanent Substitute Plan

From the Action Plans Details window, you can set up permanent substitute plans for specific days and times for this installation. You must create the permanent substitute plan prior to assigning it to a specific action plan. (See Creating a New Action Plan.)

Plans may also replace specific holidays. Columns 1-9 indicate holiday day types. Define scheduled holidays in Scheduled Holidays (program #1746), set the dates for these holidays in Holiday Calendar (program #1747), and define them in the Permanent Substitute Plan grid.

Note: To enter a substitute plan within the regular action plan, you must select the specific days and times or holiday day types the substitute plan will cover.

Use the following steps to enter a permanent substitute plan:

1. Select the action plan to which you want to add a substitute plan.

2. Choose Change.

w The Action Plan Detail window opens in Change mode.

3. In the Permanent Substitute Plan grid, select the days you want the substitute plan to take effect by double-clicking in the appropriate columns.

w SBN places an X in the selected columns.

4. In From Time and To Time, choose the times you would like the substitute plan to take effect.

Note: If you leave these columns blank, the time defaults to 0:00 (midnight).

5. In Replace Plan Index select the action plan number to use as a permanent substitute from the drop-down menu.

6. Choose Save.

Setting Up Patrol Information

From the Action Plans Details window, indicate whether you charge a customer for patrol responses and define the rate of charge. You can charge these fees to a customer as one-time fees or as cycle fees. Use Patrol Agencies (program #1717) to define specific patrol agency charges to the Monitoring center.

Use the following steps to add patrol information:

1. Select the action plan to which you want to add patrol information.

2. Choose Change.

w The Action Plans Details window opens in Change mode.

3. Complete the following fields:

Note: SBN generates the Rule number associated with the panel designated for the installation.

Select the Chargeable check box if you want to charge the customer for a patrol response.

In Unit Fee enter the rate to charge the customer for each unit of time the patrol is at the site.

In Base Fee enter the one time fee to charge the customer for patrol service.

In Unit enter the number of minutes that are included in the unit price.

In Response Time enter the maximum time for initial response by the patrol unit if you charge the customer a base fee.

Select the Other check box if you want to substitute another agency for the primary one.

4. Choose Save.

Changing an Existing Action Plan

You may need to change an existing action plan if the customer wants a permanent change. This is not the same as creating a temporary action plan.

Note: Action 559/111 controls full access to fields that can be edited in Change mode. Only the Phone, Phone Type, and Phone Extension fields are editable when action 559/102 is on and both actions 559/111 and 559/114 are off.

Use the following steps to change an existing action plan:

1. Select the action plan that you want to change.

2. Choose Change.

w The Action Plan Detail window opens in Change mode.

Note: For detailed descriptions of the fields in this window, see Field/Column Descriptions - Action Plan Details.

3. Change details, as necessary.

4. Choose Save.

Deleting an Action Plan

You may delete any action plan defined in the Action Plans tab except for the base plan.

Use the following steps to delete an action plan:

1. Select the action plan you want to delete.

2. Choose Delete.

w SBN asks you to confirm your selection.

3. Choose Yes.

w SBN deletes the selected action plan.

Viewing the Call List

From the Action Plans tab, choose View Call List to see all of the contacts for this installation and the call sequences for every action plan. To the right of each contact, the contact name, codeword, and action plans are listed.

In each action plan column, SBN displays the call sequence corresponding to that plan. The call sequence displays the order in which you are to call each contact.

Note: SBN displays an error message if the total number of contacts times the number of action plans for the installation is greater than 10,000.

The following graphic displays the Call List window as it opens.

Viewing Details of an Agency or Contact

From the Call List window, you can view details of any listed agency or contact.

Use the following steps to zoom on the agency or contact:

1. In the Call List window, select the agency or contact for which you want to view details.

2. Choose Zoom Agency or Contact.

w Either the Agency Details window or the Contact Details window opens.

Authority Level

Action Plan Authority Level was added to the Call List grid. Each call list column has an Authority Level column.

Viewing Details of an Action Plan

From the Call List window, you can also view the action plan associated with each contact.

Use the following steps to zoom on the action plan associated with the agency or contact:

1. In the Call List window, select the agency or contact for which you want to view the associated action plan.

2. Choose Zoom Action Plan button.

w The Action Plan Details window opens.

Working in the Call List

In the Call List of the Action Plans tab, you can renumber the sequence of a call list, add contacts to the Call List of multiple action plans, copy the sequence of a call list from one action plan to another, and sync contacts on action plans.

Renumbering the Call List Sequence

Use the following steps to renumber the sequence of a call list:

1. In the Call List window, choose Change.

w The Call List opens for changes.

Note: To view grids more easily, you can configure them to display highlighting in SBN Client Options.

2. Click in the cell of the call sequence number you want to change.

w SBN highlights the number.

3. Change the highlighted sequence number to the desired sequence number for that action plan. (Leave your cursor in the cell.)

4. Choose Renumber Contact Sequence.

w SBN renumbers the call list sequence for the selected action plan.

5. Choose Save.

Adding Contacts to the Call List of Multiple Action Plans

When you create the Call List for the base plan (Action Plan 0), you can enter contacts into multiple action plans at one time.

Use the following steps to enter contacts to multiple action plans:

1. Enter all agencies and contacts with their sequence numbers, authority, security levels, and passwords into Action Plan 0.

2. Enter additional action plans required for this installation, but leave the contact and agency information blank.

3. Choose View Call List.

w The Call List appears.

4. Choose Change.

w The Call List opens for changes.

5. Assign sequence numbers for contacts in all action plans.

Note: Passcard Search (program #558) provides a global search and replace function for passcards.

6. Choose Save.

w SBN adds the selected agencies and contacts to the action plans.

Copying the Sequence of a Call List

You can copy the sequence of a call list from one action plan to another action plan.

Use the following steps to copy the sequence of one call list to another action plan:

1. In the Call List window, choose Change.

w The Call List opens for changes.

2. Click in the column of the action plan with the call list sequence you want to copy.

3. Choose Copy Current Record.

w SBN highlights the column of the action plan.

4. Click in the column of the action plan into which you want to paste the sequence of the call list.

5. Choose Paste.

w SBN pastes the sequence of the call list into the action plan.

6. Choose Save.

Syncing Contacts on Action Plans

From the Call List, you can synchronize the contacts from one action plan to other action plans for the same installation. When SBN copies the contacts, it also copies the call sequence, authority level, download indicator, and line number for the contact. You cannot synchronize agencies or site contacts with this function; you can only synchronize passcard holders.

Note: If you select the No Sync Allowed check box in the Data Entry Basics tab for this installation, you cannot sync contacts.

Use the following steps to sync contacts:

1. In the Call List window, select the plan from which you want to sync contacts.

2. Click on any sequence number.

3. Choose Sync Contact on Plans.

w The Sync Contacts dialog box appears.

4. Select a range of action plans from which you want to copy contacts:

In From select the first action plan of the range from which you want to copy contacts.

Note: Define the minimum From with option ba355. If this option is undefined, you may select any From - To range.

In To select the last action plan of the range from which you want to copy contacts.

Note: Define the maximum To with option ba356. If this option is undefined, you may select any From - To range.

5. Choose Save.

w A confirmation dialog box appears: "Are you sure?"

6. Choose Yes.

w SBN copies the contacts from the action plan selected in From, to all actions plans up to and including the action plan selected in To.

Note: When syncing contacts, the must call flags from Plan 0 will not be copied to the other action plans.

Must Call Contacts

If the Must Call column for a contact is marked with an X on the Action Plans tab, it means that you must call that contact before resolving an alarm on a zone with that action plan.

When you choose the Alarm Resolutions button in Dispatch (program #537), the Must Call dialog box appears, displaying the Must Call contacts. However, if the Seq# column displays 0 for a contact with an X in the Must Call column, this contact will not appear in the Must Call dialog box in Dispatch.

Setting Up User Validation Questions for a Contact

A Questions button appears in the Action Plan Details window when action 559/920 is active. Use this button to set up user validation questions for contacts so that operators can verify a contact's identity if he/she forgets his/her codeword.

The following graphic shows the Questions button in the Action Plan Details window.

When you select a contact in the Contact Details pane and choose the Questions button, the PIN Validation Questions window appears, displaying the contact's existing validation questions and answers, if defined. (The menu of available questions originates from program #1704/63.)

Note: You cannot define validation questions for agencies.

The following graphic displays the PIN Validation Questions window.

Verifying Contact Authority on Action Plans

In an action plan, contacts may have action profiles associated with them, listing actions authorized to each contact. Creating action profiles is done within Action Profiles (program #1502), but accessing that information may be done within the Action Plans tab.

Use the following steps to verify contact authority:

1. From the Action Plans tab, double-click on the action plan you wish to view. This opens the Action Plan details tab.

2. Select the contact you wish to view and click the Action Authority button or press CTRL+F5 to open the Show Authority window.

Related Programs

The following table lists programs related to the Action Plans tab.

Button Functions

The following table displays the buttons, describes the shortcut keys, actions, and functionality.

Modifications and Updates to Action Plans

The following table lists modifications and updates to the Action Plans document.

Contact Phone and Email Selection

Phone and email drop-downs were added to the program 559 call list, and the contact-person telephone field was extended to 30 characters.