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Data Entry Onboarding Template

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Foreword

Central stations can only operate effectively when the data they use to process alarms is accurate and valid. This guide provides templates to help onboard installations. They can be used to capture the information from the managers of the facilities, technicians, and other staff involved in alarm processing. They can also be used to determine how you wish to react when specific signals are received

1 Data Entry best practices 1-1

What information is needed for a central station to operate 1-1

What is the best approach to gathering this information 1-2

2 Facility templates 2-1

Premise information 2-1

Zone information 2-2

Action Plans / Call Lists 2-3

Open/Close Supervision 2-4

3 Onboarding information 3-1

Agency Information – Agency 6, 7, 8, or 9 3-1

Dispatch Operating Procedures 3-2

Panel types 3-3

Primary Company 3-3

Secondary Companies 3-3

Users 3-4

Receivers 3-4

Setting up Account Numbers 3-4

4 Notices 4-1

Data Entry best practices

What information is needed for a central station to operate

Premise Information

You will need to collect all premise information for your monitored device or location. This will include full street address, city, state and zip code information. This section will also include information such as premise phone numbers.

In the lower pane of the 559 screens, you collect data that includes location of the alarm panel, end user permit numbers associated with the premise and directions to the location.

To aid you in your data collection efforts, Onboarding Template A has been attached in the appendix section of this document.

Panel Types

You will need to prepare a list of device panel types that will be reporting to SBN.

Use Onboarding Template A to help you gather this data.

Zone Information

Zone reporting information can be specific for each premise location or can be setup based on Template information.

Onboarding Template A will help you gather the data you will need to setup zones for each device to be monitored.

Agencies

In SBN, you will be able to setup Police, Fire, Medical and Patrol agencies to respond to alarms processed in your central station.

Onboarding Template B will help you compile the agency information needed to setup responding agencies in your installation action plans.

Standard Text (Standard Response Sequences)

Many alarms processed through SBN can be processed using standard operating procedures. Based on location, local jurisdictions can dictate how operators should respond to alarm signals.

Onboarding Template C will help guide you on creating standard and non-standard responses for alarm signals processed by your operators.

Action Plans

In SBN, you can use a single default action plan 0 or you can setup individual action plans to respond to different types of alarm signals traffic.

Onboarding Template A will help you collect the necessary call list information for every monitored device.

Open and Close Schedules

If you plan to supervise the opening and closing activity of your premise locations, you will need to setup schedules for the expected open and close times.

Use Onboarding Template A to help you with this information.

What is the best approach to gathering this information

Gather

The first step to good data is to gather the information. If data is gathered in advance rather than using a piecemeal approach makes data entry more efficient and easier. The templates in this document can be used as a guide. They may not fit entirely your organization’s structure, so you may use them to create your own standard forms.

Determining who will be responsible for what information can help build these. For example, technicians are likely to have access to the zone information for each alarm panel but may not know who should be called for specific signals.

Review

Once the information has been collected review the information for consistency and completeness. Fixing these issues before data entry is commenced can reduce the number of questions that need to be asked when an account is brought onboard.

Depending on the size of your organization, you may also wish to consider a sign-off process from the relevant stakeholders. For example, you will be able to protect yourself if you have a record that the person responsible for the facility noted that the numbers you are dialing are correct.

Data Entry

Now is the time to complete data entry. If the accounts are very similar you will be able to speed up data entry if you use template accounts or you copy data from a standard account and modify. For example, all stores may have the same open/close schedules. All facilities may operate with the same zones. Note the similarities and group the accounts before starting to enter the data.

Your Innovative implementation expert can help you make some of these decisions.

Test

It is good practice to test the installations before starting to monitor. There are several ways the tools available within the SBN can help. Using SBN Access, technicians and facility managers can view the data you have entered and confirm the information is accurate.

Placing the account as pending monitoring while there is final sign-off helps determine which ones are ready to monitor and which ones still need review.

Facility templates

Premise information

Premise Name:
Address:
City:	State:	Zip:	Country:
Premise Phone # 1:
Premise Phone # 2:
Premise Email #1:
Premise Email #2:
End User Permit #:	Status:
Premise Code Word:
Panel location:
Comments:

Directions:

Premise Name:
Address:
City:	State:	Zip:	Country:
Premise Phone # 1:
Premise Phone # 2:
Premise Email #1:
Premise Email #2:
End User Permit #:	Status:
Premise Code Word:
Panel location:
Comments:

Directions:

Zone information

Will this panel use template zones?				Yes	No
If yes, template account:
Installation Specific Zones:
Customer ID	Zone #	Area	Code	Zone Type	Group #	Action Plan #	Text	Protection Area
1001-000006	01			TST	1	0	TEST TIMER	TEST TIMER

Action Plans / Call Lists

Plan #		Description

Contact 1

Sequence #	Passcard	Must Call	Authority Level
Agency Type	Ext.	Special Information	Line Index
Name
Phone #1
Phone #2
Addressee Email
Code Word

Contact 2

Sequence #	Passcard	Must Call	Authority Level
Agency Type	Ext.	Special Information	Line Index
Name
Phone #1
Phone #2
Addressee Email
Code Word

Contact 3

Sequence #	Passcard	Must Call	Authority Level
Agency Type	Ext.	Special Information	Line Index
Name
Phone #1
Phone #2
Addressee Email
Code Word

Open/Close Supervision

			Grace Period Window
Open Exceptions			Minutes Before Open	Minutes After Open
Early Open	Yes	No
Missing Open	Yes	No
Late Open	Yes	No
			Grace Period Window
Close Exceptions			Minutes Before Close	Minutes After Close
Early Close	Yes	No
Missing Close	Yes	No
Late Close	Yes	No

Observed Holidays Special Days

Day	Type

Date	Type

Store schedules

	Open Time	Close Time
Sunday
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday

Onboarding information

Agency Information – Agency 6, 7, 8, or 9

Agency ID
Country
Name
Street
City		ST		Zip
Phone			Phone Ext.
Fax
Phone 2			Phone 2 Ext.
Contact			Contact Phone:
Comment
Comment
Special Info	(Display details in Dispatch Screen) Checked or Unchecked

Agency ID
Country
Name
Street
City		ST		Zip
Phone			Phone Ext.
Fax
Phone 2			Phone 2 Ext.
Contact			Contact Phone:
Comment
Comment
Special Info	(Display details in Dispatch Screen) Checked or Unchecked

Agency ID
Country
Name
Street
City		ST		Zip
Phone			Phone Ext.
Fax
Phone 2			Phone 2 Ext.
Contact			Contact Phone:
Comment
Comment
Special Info	(Display details in Dispatch Screen) Checked or Unchecked

Dispatch Operating Procedures

Message ID	STD-BURG
Standard	CHECKED OR UNCHECKED
Description	STANDARD BURGLAR ALARM RESPONSE
Text	CALL PRIMARY NUMBER OR PREMISE
	DISPATCH POLICE DEPARTMENT
	CONTACT REMAINING CALL LIST CONTACTS

Message ID
Standard
Description
Text

Message ID
Standard
Description
Text

Message ID
Standard
Description
Text

Panel types

*Burglar Alarm:
*Fire Alarm:
*Burglar alarm and fire alarm devices can be monitored by a combination BA/FA panel from one panel location.
Cellular Backup:
Video Panels:
Access Control:
PERS Device (Smartphone):

Primary Company

Name:
Address:
City:	ST:		ZIP:
Support Contact 1		Phone #:
Support Contact 2		Phone #:
Support Email Address 1:
Support Email Address 2:
Logo:

Secondary Companies

Name:
Address:
City:	ST:		ZIP:
Support Contact 1		Phone #:
Support Contact 2		Phone #:
Support Email Address 1:
Support Email Address 2:
Logo:

Users

Employee ID:
First Name:		Middle Initial:	Last Name:
Address:
City:		State:	Zip
Contact #:		Email:
Language:
User ID:
Action Profile:	Operator	Data Entry		Supervisor

Receivers

Receiver Make:
IP Address:
Port:
RS232?

Setting up Account Numbers

Are your panels currently programmed to a central station or receiver?	Yes	No
If yes, what is the programming format that has been used? Is it a 5 digit #, 4 digit#, etc.?
Are they programmed to the same phone #?	Yes	No
Phone #:

Notices

Trademark Notice

All products and services mentioned in this publication may be trademarks or service marks of their respective companies or organizations. Instead of listing all the names and companies that own these trademarks or inserting a trademark symbol with each occurrence of the trademarked name, Innovative affirms that they are using the names only for editorial purposes, with no intent to infringe upon that trademark.

Feedback

Innovative welcomes your comments and reserves the right to use any information you supply in any way it believes appropriate without incurring any obligations whatsoever. Please address your comments to documentation@innovative247.com

Support

For technical support, please contact Innovative on +1 (972) 518-2250 or via support.innovative247.com

Citations

This publication was prepared by Innovative. The information in this publication has been carefully checked and is considered reliable. No responsibility is assumed for inaccuracies. Innovative does not assume any liability arising from the application or use of any product described herein.

All data displayed in SBN documentation is fictional test data. Any names, addresses, phone numbers or other personal information that relate to any real person are strictly coincidental.

Publication date: January 2024

We are innovating for a safer world.

Through simple, flexible, integrated and scalable software our clients keep over 4.5 million people, homes, businesses, and public facilities safe.

Our diverse suite of products provides the full range of software to manage an alarm company.

We operate globally from offices in Europe and USA.

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Irving, TX 75038, USA

+1 800 839 2424

This document has been prepared by Innovative. The contents of this document do not constitute any form of commitment or recommendation on the part of Innovative at the date of their preparation

No part of this documentation may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying or otherwise without the written permission of Innovative.

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