Button

Name

Shortcut Key

Description

Find Customer

alt+f1

Search for customer contracts.

Change Record

f2

Change details of selected record.

New record

f3

Create new record.

Link an Installation

f4

Link an existing installation to the selected contract.

Unlink an installation

f5

Unlink a non-invoiced installation from a contract.

Cancel Ctr

f6

Cancel a contract.

Quick-Pay Screen

f7

Make a quick-pay payment.

By Acc

f8

View contracts by account.

By Inst

f9

View contracts by installation.

Run Reports

shift+f7

Run a report from Contract Master.

SQL Refresh

f11

Update the Contract Master with new or changed information.

Mail

f12

Change mailing address information.

Document Retrieval

shift+f12

Pass search parameters to a third-party software application to find documents related to the installation.

Bill/Mon Jump

f10

Jump from current SBN monitoring session to a separate SBN session on the billing or monitoring server.

Expand All

shift+f4

Expand all nodes in the tree view.

Collapse All

shift+f5

Collapse all nodes in the tree view.

N. Access Toggle

shift+f6

Toggles between viewable and non-viewable contracts/accounts based on the user's branch/dealer access profile.

Std Icon Toggle

shift+f7

Toggle standard icons on and off.

Icon Mode

shift+f8

Toggle between available icons.

Exit without saving

ESC

Exit without saving changes.

Save New Record

ENTER

Save existing changes to record.

Button

Name

Shortcut Key

Description

Get Record

alt+f1

View details of selected work order.

Change Record

f2

Change selected work order.

New Record

f3

Create new work order.

Delete Record

shift+f10

Delete selected open work order.

Close/Reopen

f4

Close or reopen selected work order.

Toggle between invoiced/ uninvoiced work orders

f5

View invoiced or uninvoiced work orders.

Convert Zones

f8

Create a work order for all items for each zone.

Work Order App Hook

f7

Send work order information to company-defined external program.

Copy

shift+f3

Copy selected work order.

Hold Work Order

f10

Apply hold reason to open work order.

Approve or Unapprove Data

Alt+f2

Approve or unapprove selected work order.

Xmit

shift+f9

Submits a work order to be moved to the Billing system.

Select Package

f3

View details of selected package.

Select System

f4

View details of selected system.

Zoom in on event

f6

View details of selected event.

Adjust total on work order

f7

Adjust fee amounts for selected work order.

Insert Record

f10

Insert a blank line above the current position of the selected field and move the selected field to that blank line.

Add

f9

Move selected field to a blank line below the current position of the selected field.

Search

alt+f2

Search for items.

Exit without saving

esc

Exit without saving changes to selected record.

Save Existing Record

enter

Save changes to selected record.

Button

Name

Shortcut Key

Description

Get Record

alt+f1

View details of selected cycle fee.

Change Record

f2

Change details of selected cycle fee.

New Record

f3

Enter a new cycle fee.

Delete Record

shift+f10

Delete selected cycle fee.

Toggle Mode

f6

Switch the view of this tab between the individual line item view (Detail view) and the summary view (Roll-up view).

Move cycle fees

f8

Move cycle fees for selected contract to another contract.

Change Cycle Date

f4

Change cycle date for all active cycle fees.

Delete Valid To Date

f5

Delete Valid To dates attached to all of the cycle fees.

Toggle between active/inactive

f7

Change the view between active cycle fee lines and all cycle fee lines.

Update PO for one/all Cycle Fees

F9

Update PO for one or all cycle fees. Inactive fees are not updated.

Previous Record

F4

Get previous record.

Next Record

F5

Get next record.

Exit without saving

esc

Exit without saving changes to selected record.

Save Existing Record

enter

Save changes to selected record.

Button

Name

Shortcut Key

Description

Search

f9

Search for invoice batch or range of batches.

Get Record

alt+f1

View details of selected batch.

Previous Record

f4

Go to previous record.

Next Record

f5

Go to next record.

Print selected records

ctrl+f8

Print selected records.

Calculate Invoices

f3

Calculate invoices.

Reprint Report Locally

shift+f6

Reprint report locally.

Export

shift+f8

Export invoice batch.

Change Record

f2

Change selected batch.

Delete Record

shift+f10

Delete selected batch.

Exit without saving

esc

Exit without saving changes to selected record.

Save Existing Record

enter

Save changes to selected record.

Button

Name

Shortcut Key

Description

Print selected records

ctrl+f8

Print selected records.

Display Mode

f2

Toggle the view of invoices.

Invoice Search

f4

Search for an invoice.

Invoice Details

f5

Access Invoice Details window.

Aging

f6

View current status of invoices and payments on selected account.

No Reminder Flag

f8

Indicate if reminders print for customers who are late with an invoice payment.

Credit Invoice

shift+f4

Apply a credit to an invoice.

Scheduled Payments for invoice

shift+f2

Change or add scheduled payments to an existing invoice on selected account.

Document Retrieval

shift+f12

Pass search parameters to a third-party software application to find documents related to the installation.

View unposted details

f9

View a list of unposted payments for a contract and the batches that include those payments.

Previous Record

f7

Go to previous record.

Next Record

f3

Go to next record.

Group Mode

shift+f5

Toggle the view between Individual invoices and Grouped invoices.

Pay Transfer

shift+f6

Transfer a payment.

Exit without saving

esc

Exit without saving changes to selected record.

Save Existing Record

enter

Save changes to selected record.

Button

Name

Shortcut Key

Description

Pay Transfer

f4

Transfer a payment made against an account to another account.

Aging

f6

View aging history of an account or contract.

Zoom in/out of sublevel

f11

View details of a transaction.

Display Mode

f2

Toggle view between All Payment mode and Installation mode.

Group Mode

shift+f5

While in All Payment mode, toggle view between individual and grouped payments.

Exit without saving

esc

Exit without saving changes to selected record.

Save Existing Record

enter

Save changes to selected record.

Button

Name

Shortcut Key

Description

Get Record

alt+f1

View details of selected record.

Change Record

f2

Change details of selected record.

New Record

f3

Create new record.

Delete Record

shift+f10

Delete selected record.

Exit without saving

esc

Exit without saving changes to selected record.

Save Existing Record

enter

Save changes to selected record.

Button

Name

Shortcut Key

Description

Search

f9

Search for batches.

Get Record

alt+f1

View details of selected record.

Print selected records

ctrl+f8

Print selected records.

Run Reports

f5

Print reports directly from Reminder Calculation.

Calculate Invoices

f3

Calculate reminders.

Export

shift+f8

Export reminder batches.

Change Record

f2

Change details of selected record.

Exit without saving

esc

Exit without saving changes to selected record.

Save existing record

enter

Save changes to selected record.

Button

Name

Shortcut Key

Description

Get Log Entry

f2

View details of selected entry.

Change Log Entry

f3

Change details of selected entry.

Create New Log Entry

f4

Create a new entry in Communication Log.

Search

f5

Search for an entry.

Toggle Mode

f6

Change the view of the window between Contract mode and Installation mode.

Collection Action

f7

Log the last action taken and the date and time to follow up on this account.

Get Next Record

shift+f7

Go to next record.

Show Action Log

f8

View Action Log, which displays each collection action that has been performed in the Collections window.

Exit without saving

ESC

Exit without saving changes.

Save New Record

ENTER

Save existing changes to record.

Button

Name

Shortcut Key

Description

Search

f5

Search for Communication Log entries.

Get Record

alt+f1

View details of selected entry.

Change Record

f2

Change details of selected entry.

New Record

f3

Create new entry.

Send to another user

f4

Send entry to another user for follow-up.

Toggle Comm Log Mode

f6

Change Communication Log mode.

Toggle Comm Log Layout

f7

Change Communication Log layout.

UnClose

f9

Restore closed entry to open status.

Account Mode

shift+f2

View Communication Log in Account Mode.

Contract Mode

shift+f3

View Communication Log in Contract Mode.

Installation Mode

shift+f4

View Communication Log in Installation Mode.

User Mode

shift+f5

View Communication Log in User Mode.

Department Mode

shift+f6

View Communication Log in Department Mode.

Show Resolution

f8

Enter Resolution Code for selected entry and put in closed status.

Log

f2

Access Change Log and Owner Time Log.

Jump to Data Entry/Cust Serv

shift+f9

Open program from which Communication Log was accessed: Service/Data Entry, Marketing, or Contract Master.

Next Record

f3

Go to next record.

Previous Record

f4

Go to previous record.

Exit without saving

esc

Exit without saving changes to selected record.

Save Existing Record

enter

Save changes to selected record.

Button

Name

Shortcut Key

Description

Find Customer

alt+f1

Search for a specific Customer ID.

New record

f3

Create an installation record.

Auto Generate CID

f6

SBN enters the generated CID in the CID grid.

Auto Generate Ins#

f7

SBN auto-generates new Installation numbers.

Zoom in/out of sublevel

f10

CID grid appears in easier to read dialog box with generated CID number.

Change Record

f2

Change the details of an installation record.

Copy Current Record

f5

Copy details of the selected CID into a new CID record.

Copy Zone/Plan

shift+f4

Copy existing zones or action plans from a selected CID or installation into the current installation.

Delete Record

shift+f10

Delete an installation.

SQL Refresh

f11

Refresh program data to reflect recent changes.

Toggle Operator/Premises Time

shift+f2

Switch between the time zone of the operator monitoring the installation and the time zone of the premises.

Jump To Contract Master

shift+f9

Open Contract Master (program #0548) with the selected customer's information displayed.

Display Image

f8

MapPoint opens on the specific latitude and longitude if defined in the Data Entry Master.

Schedule Request

f9

Creates a schedule request.

Document Retrieval

shift+f12

Pass search parameters to third-party software application to find documents related to the installation.

Document Scan

shift+f11

Launch scan document integration.

Delete CID

Ctrl+f3

Remove highlighted CID from the installation.

Bill/Mon Jump

f10

Jump from current SBN monitoring session to a separate SBN session on the billing or monitoring server.

Save record

Enter

Save existing record.

Exit

Esc

Exit without saving.

Button

Name

Shortcut Key

Description

Get Record

alt+f1

Get record.

Change Record

F2

Make changes to record.

New Record

f3

New record.

Copy Current Record

shift+f3

Copy current record.

Delete Record

SHIFT+F10

Delete the selected record.

Call List

shift+f8

View call list.

Renumber Contact Sequence

alt+f1

Renumber contact sequence.

Delete Passcard/Contact

f3

Delete passcard or contact.

Jump to Data Entry/Customer Service

shift+F9

Populate the Action Plan with contacts from the Marketing Basics Tab.

Save

ENTER

Save changes.

Exit

Esc

Exit current window.

Sync Contact on Plans

SHIFT+F5

Synch contact on action plans.

Name Search

F9

Search passcard holders by name, AKA, or phone number.

Generate All Passcards

F8

Generate all new passcards.

Generate

F7

Generate a passcard number and extension.

Zoom Agency or Contact

F6

The Contact Details window appears.

Paste Action Plan Call Sequence

CTRL+F3

Paste action plan call sequence.

Button

Name

Shortcut Key

Description

Get Record

Alt+F1

Get record.

Change Record

F2

Change selected record.

New record

F3

Create new record.

View Composite Schedule

F6

View the composite schedule.

Copy current record

shift+F3

Copy current record.

Delete Record

shift+F10

Delete selected record.

Temporary Schedule Change

shift+F2

Create a temporary schedule.

Exit

Esc

Exit without saving.

Save

Enter

Save existing record.

Button

Name

Shortcut Key

Description

Get one Zone

Alt+F1

View zone details.

Change Record

F2

Change zone details.

New record

F3

Create a new zone.

Copy Current Record

shift+F3

Copy a zone.

Paste

ctrl+F3

Paste a single zone item.

Paste All Same Zone Type

ctrl+F4

Paste all items.

Test Zone

shift+F5

Create and maintain test intervals for existing zones.

Delete Record

shift+F10

Delete a zone.

Toggle viewing of hidden Zones

F7

Change the view of Zones tab to include/exclude hidden zones.

Change Zone Status

F8

Change the physical status of an existing zone.

Toggle Template

F9

Change the view of the Zones tab to include/exclude template zones.

Test Templates

shift+F

Create masks for zones.

Toggle Active

shift+F7

Change the view of the Zones tab to include/exclude active zones, or to show all active and inactive zones.

Exit

Esc

Exit without saving.

Save

Enter

Save existing record.

Button

Name

Shortcut Key

Description

Scroll Forward 1 Page

Pgdn

Scroll forward one page.

Scroll Backward 1 Page

PGUP

Scroll backward one page.

Go to top of log

home

Jumps back to the most recent entry.

Get Installation

Alt+f1

View the account information to which an alarm is attached.

View Selected Alarm in Queue

f2

View the selected alarm in queue.

Get Selected Alarm from Queue

f3

Get the selected alarm from queue.

SQL Refresh

f11

Refresh SQL.

Hide/Unhide Parameters

F6

Toggle view of parameters.

Refresh Interval

ALt+f11

Define how often, in seconds, the Alarm Queue tab refreshes.

Acknowledge

f7

Acknowledge all signals for a particular account.

Display Image

shift+f6

View specific types of alarms plotted on a map.

Exit

Esc

Exit without saving.

Save

Enter

Save existing record.

Button

Name

Shortcut Key

Description

Get Next Alarm

shift+f10

View next alarm.

Call Next Contact

f8

Automatically call contacts in the correct order.

Monitoring Commands

f2

Open Monitoring Commands menu.

Monitoring Actions

f3

Perform actions that lead to the disposal of an alarm and log the results of such actions.

Display Image (1)

f7

MapPoint opens on the specific latitude and longitude if defined in the Data Entry Master.

Toggle Queue

f9

Display the Alarm Queue in the upper right of the Dispatch tab.

Send Page

Alt+J

Send a page directly from the Dispatch tab to personnel, sales people, technicians, installers, or an entire paging group.

Continue

f9

Send a paging message and keep the dialog box open for another paging message.

Call Resolutions

f4

Note the result of a call.

View Camera (1)

f10

View video associated with a selected event.

Agencies Functions

f11

Call, dispatch, cancel, and mark all agencies onsite or offsite.

View Video

SHIFT+f11

  Opens a new external video application.

Save record

Enter

Save existing record.

Exit

Esc

Exit without saving.

Command

Description

Shortcut Keys

ACNTS ACC

View Accounts Accessed

CTRL+A

BEEP

Beep On/Off

CTRL+Q

CLR SCRN

Clear Screen

ALT+CTRL+Z

FREND CMD

Front End Commands

CTRL+F

OCLOG INS

Open/Close Log Insert

ALT+CTRL+S

PERMIT

View Permits

CTRL+J

SIM ALRM

Simulate Alarm

CTRL+S

SKILL +/-

Toggle Skills On/Off

CTRL+K

SKILL FILTER

Set Skill Filter for Current Session

CTRL+Y

SKILL REQ

Set Skill Requirements for Current Alarm

CTRL+U

SWITCH PLAN

Switch Plan

CTRL+I

TIMER

Attach Timer

CTRL+N

TRAN ALA

Transfer Alarms

CTRL+R

VIDEO VALIDATION

Video Validation

CTRL+H

Event

Description

Shortcut Keys

ALARM TAKE

Take Alarm

ALT+CTRL+G

CALL IN

Call In

ALT+CTRL+J

CALL RES

Call Resolution

ALT+CTRL+Y

COMMENT

Comment

ALT+CTRL+L

COMMUNIC.

Communication Type

ALT+CTRL+U

CON. REACH

Contact Reach

ALT+CTRL+C

CONT. REAC

Contact Reach (Cancel)

ALT+CTRL+4

CONT. TIMER

Contact Timer

ALT+CTRL+7

CONTACT

Call Contact >6

ALT+CTRL+6

CONTACT 1

Call Contact 1

ALT+CTRL+Q

CONTACT 2

Call Contact 2

ALT+CTRL+W

CONTACT 3

Call Contact 3

ALT+CTRL+E

CONTACT 4

Call Contact 4

ALT+CTRL+R

CONTACT 5

Call Contact 5

ALT+CTRL+5

CONTACT 6

Call Contact 6

ALT+CTRL+6

CUST. CALL

Customer Called In

ALT+CTRL+1

DIS MANUAL

Dispatch Comments

ALT+CTRL+0

DISP. INFO

Dispatch Information

ALT+CTRL+I

DISPATCH

Dispatch (Park)

ALT+CTRL+X

EV122

Patrol Comments

CTRL+SHIFT+M

EXTRA ACK

Extra Acknowledge

ALT+CTRL+H

FIRE

Call Fire

ALT+CTRL+F

GUARD

Call Guard

ALT+CTRL+O

GUARD ARR.

Guard Arrived

ALT+CTRL+A

GUARD CAN

Guard Cancel

ALT+CTRL+9

GUARD DIS.

Guard Dispatched

ALT+CTRL+D

GUARD OUT

Guard Out

CTRL+F10

GUARD REP

Guard Report

ALT+CTRL+8

KEYS USED

Keys Used

ALT+CTRL+K

MEDICAL

Call Medical

ALT+CTRL+M

NO CONTACT

No Contact

ALT+CTRL+N

PASS VER.

Passcard Verification

CTRL+F9

POLICE

Call Police

ALT+CTRL+P

VERIFY

Verify Phone 1

ALT+CTRL+V

VERIFY 2

Verify Phone 2

ALT+CTRL+B

VERIFY 3

Verify Phone 3

ALT+CTRL+3

Call Disposition

Description

Shortcut Keys

# DISCONTD

Number Disconnected

CTRL+F2

ANS MACHIN

Answering Machine

CTRL+F3

GOOD PCODE

Good Passcode

CTRL+F8

LEFT MSG

Left Message

CTRL+F7

LINE BUSY

Line Busy

CTRL+F12

NO ANSWER

No Answer

CTRL+F5

ON HOLD

On Hold

ALT+CTRL+F6

WRG PCODE

Wrong Passcode

ALT+CTRL+F9

WRONG #

Wrong Number

CTRL+F11

Alarm Resolution

Description

Shortcut Keys

CANCELLED

Cancelled Alarm

ALT+F3

DOWN CMPLT

Download Completed

ALT+F5

FALSE

False Alarm

ALT+F1

OPEN CLOSE

Open / Close

ALT+F8

OUT OF RUN

Out of run-away

ALT+F9

OUT OF TEST

Out of Test

ALT+F11

REAL

Real Alarm

ALT+F2

SERVICE

Service

ALT+F7

UNDETERMIN

Undetermined

ALT+F10

USER ERROR

User Error

ALT+F6

Description

Shortcut Keys

Keys Used

ALT+CTRL+K

Communication Type

ALT+CTRL+U

Guard Dispatch

ALT+CTRL+D

Dispatch Information

ALT+CTRL+I

Guard Arrived

ALT+CTRL+A

Action

Description

Shortcut Keys

POLICE

Call Police

ALT+CTRL+P

GUARD

Call Guard

ALT+CTRL+O

FIRE

Call Fire

ALT+CTRL+F

MEDICAL

Call Medical

ALT+CTRL+M

GUARD CAN

Guard Cancel

ALT+CTRL+9

GUARD OUT

Guard Out

CTRL+F10

GUARD DIS.

Guard Dispatched

ALT+CTRL+D

GUARD ARR.

Guard Arrived

ALT+CTRL+A

AG6 DISP

Agency 6 Dispatched

ALT+CTRL+T

Button

Name

Shortcut Key

Description

Scroll Forward 1 Page

Pgdn

Scroll forward one page.

Scroll Backward 1 Page

PGUP

Scroll backward one page.

Go to top of log

home

Jumps back to the most recent entry.

Go to bottom of log

shift+f4

Jumps to the last page of entries.

Only alarm log

f2

View the basic Alarm Log.

Alarm Log for Multiple Accounts

f3

View the Alarm Log for those installations that are subzoned or part of a subzoned account.

One Line Per Incident

f4

Condense each incident into a one-line format.

Get One Zone

F5

Search for all incidents for a specific zone

Alarm and Open/Close Log

F6

View all events for one account, including any scheduled or unscheduled opening or closing at the premises.

All events for specific incident

F7

View a condensed version of the Alarm Log.

Insert Log Comments

F8

Type additional comments about a specific incident into the Alarm Log.

Scroll to a specific time

shift+f9

Limits the view of the alarm log by displaying only those records on or prior to the time selected.

Zoom in on event

shift+f8

Zooms in on an event.

Patch Alarm Log

f9

Changes the Supervisor Override flag and/or the Alarm Resolution for an incident.

Refresh Interval

ALt+f11

Define how often, in seconds, the Alarm Log tab refreshes.

Display Image (1)

shift+f7

View video files attached to specific incidents in the Alarm Log.

Alarm Exceptions and Open/Close Log

shift+f6

View all events for one account, including alarms and any scheduled or unscheduled opening or closing at the premises.

Log of all accounts with the same member

shift+f5

View all events for multiple CIDs that share the same Member Number.

Get HTTP

f10

View a website attached to the selected account.

Customer Called In

f11

Add a Call In entry to the Alarm Log for the selected event.

Archive

f12

Toggle the view between active data and archived data.

Single CID alarm log

ALT+f12

View changes to display information for selected CID only.

View Video

ALT+f7

Opens a new external video application.

Exit

Esc

Exit without saving.

Save

Enter

Save existing record.

Button

Name

Shortcut Key

Description

Previous Record

F2

Go to previous record.

Next Record

F3

Go to next record.

Toggle Queue Mode

F4

Toggle between test and runaway queues.

Insert Record

f6

Open a sublevel window for inserting a new zone or test group into either the test or runaway queue.

Change Monitoring Status

F7

Change the current monitoring status of this account.

Remove from Test

F8

Remove a zone or group from test.

All events for specific incident

F9

View test records based on incident number.

Test Results

shift+F11

Display a compressed view of test signals of all CIDs for the selected installation.

Test Results

shift+F12

Display test signals for all zones, by each CID, for the selected installation.

Template

F5

Toggles between Include/Exclude Templates.

Save New/Existing Record

enter

Save new/existing record.

Exit Without Saving

esc

Exit without saving changes.

Button

Name

Shortcut Key

Description

Scroll Forward 1 Page

PGDN

Scroll forward one page.

Scroll Backward 1 Page

PGup

Scroll back one page.

Go to top of log

home

Go to top of log.

Get Installation

f2

View installation info in the Data Entry Master.

Get Selected Alarm from Queue

f3

Treat an alarm in the Dispatch tab.

SQL Refresh

f11

Update Test Queue tab.

Exit

Esc

Exit without saving.

Save

Enter

Save existing record.

Button

Name

Shortcut Key

Description

Change Temp Comment

F2

Add or change a temporary comment for the account.

Exit

Esc

Exit without saving.

Save

Enter

Save existing record.

Button

Name

Shortcut Key

Description

Scroll Forward 1 Page

PGDN

Scroll forward one page.

Scroll Backward 1 Page

pgup

Scroll backward one page.

Go to top of log

home

Go to top of log.

Button

Name

Shortcut Key

Description

Archive

f12

Toggle between archive and regular change log.

Button

Name

Shortcut Key

Description

View Service Request

F4

View details on a service request.

Change Service Request

F2

Change service request information.

New Service Request

F3

Create a new service request.

Reopen Service Request

shift+F4

Reopen a service request that has previously been out dated.

Get Work Order

F8

Get a work order.

Zoom to Work Order

F9

Zoom to a work order.

Print selected records

F5

Print Service Request Ticket Report.

Miscellaneous Service Log

shift+F8

View Miscellaneous Service Log.

Schedule Board

shift+F9

Jump from Service Log to Schedule Board and schedule a technician for the selected service request.

Toggle Text

F6

Toggle text.

Close/Reopen Work Order

F7

Close or reopen attached work order.

Mark En Route

shift+F3

Change the status of a technician to en route.

Mark On Site

shift+F6

Change the status of a technician to on site.

Mark Off Site

shift+F5

Change the status of a technician to off site.

Exit

Esc

Exit without saving.

Save

Enter

Save existing record.

Button

Name

Shortcut Key

Description

Search

f5

Search for Communication Log entries.

Get Record

alt+f1

View details of selected entry.

Change Record

f2

Change details of selected entry.

New Record

f3

Create new entry.

Send to another user

f4

Send entry to another user for follow-up.

Toggle Comm Log Mode

f6

Change Communication Log mode.

Toggle Comm Log Layout

f7

Change Communication Log layout.

UnClose

f9

Restore closed entry to open status.

Account Mode

shift+f2

View Communication Log in Account Mode.

Contract Mode

shift+f3

View Communication Log in Contract Mode.

Installation Mode

shift+f4

View Communication Log in Installation Mode.

User Mode

shift+f5

View Communication Log in User Mode.

Department Mode

shift+f6

View Communication Log in Department Mode.

Show Resolution

f8

Enter Resolution Code for selected entry and put in closed status.

Log

f2

Access Change Log and Owner Time Log.

Jump to Data Entry/Cust Serv

shift+f9

Open program from which Communication Log was accessed: Service/Data Entry, Marketing, or Contract Master.

Next Record

f3

Go to next record.

Previous Record

f4

Go to previous record.

Exit without saving

esc

Exit without saving changes to selected record.

Save Existing Record

enter

Save changes to selected record.

Button

Name

Shortcut Key

Description

View Service Request

F4

View details on a service request.

Change Service Request

F2

Change service request information.

New Service Request

F3

Create a new service request.

Reopen Service Request

shift+F4

Reopen a service request that has previously been out dated.

Get Work Order

F8

Get a work order.

Zoom to Work Order

F9

Zoom to a work order.

Print selected records

F5

Print Service Request Ticket Report.

Miscellaneous Service Log

shift+F8

View Miscellaneous Service Log.

Schedule Board

shift+F9

Jump from Service Log to Schedule Board and schedule a technician for the selected service request.

Toggle Text

F6

Toggle text.

Close/Reopen Work Order

F7

Close or reopen attached work order.

Mark En Route

shift+F3

Change the status of a technician to en route.

Mark On Site

shift+F6

Change the status of a technician to on site.

Mark Off Site

shift+F5

Change the status of a technician to off site.

Schedule Request

SHIFT+F8

Open Schedule Request dialog box.

Exit

Esc

Exit without saving.

Save

Enter

Save existing record.

Button

Name

Shortcut Key

Description

Search

shift+F2

Search for open service tickets.

View Service Request

alt+F1

View details on a service request.

Change Service Request

F2

Own the selected service ticket and make changes.

Print selected records

ctrl+F8

Print service ticket.

Get Installation

alt+F2

View installation information for the selected ticket.

Display Service Log

F8

View the Service Log tab.

Mark En Route

shift+F3

Change the status of a technician to en route.

Mark On Site

shift+F4

Change the status of a technician to on site.

Mark Off Site

shift+F5

Change the status of a technician to off site.

Miscellaneous Service Log

shift+F8

View Miscellaneous Service Log.

Schedule Board

shift+F9

Open Schedule Board.

Outdate/Close Request

shift+F10

Outdate the selected request and enter closing information.

Paging

shift+F11

Page a resource directly from the Service Queue.

Refresh Interval

shift+F

Select the number of seconds between each refresh.

Schedule Request

F9

Assign a service ticket to a resource.

Route Mapping

alt+F11

Map a route for tracking.

Exit

Esc

Exit without saving.

Save

Enter

Save existing record.

Button

Name

Shortcut Key

Description

Get Record

alt+f1

View details of selected work order.

Change Record

f2

Change selected work order.

New Record

f3

Create new work order.

Delete Record

shift+f10

Delete selected open work order.

Close/Reopen

f4

Close or reopen selected work order.

Toggle between invoiced/ uninvoiced work orders

f5

View invoiced or uninvoiced work orders.

Convert Zones

f8

Create a work order for all items for each zone.

Work Order App Hook

f7

Send work order information to company-defined external program.

Copy

shift+f3

Copy selected work order.

Hold Work Order

f10

Apply hold reason to open work order.

Approve or Unapprove Data

Alt+f2

Approve or unapprove selected work order.

Xmit

shift+f9

Submits a work order to be moved to the Billing system.

Select Package

f3

View details of selected package.

Select System

f4

View details of selected system.

Zoom in on event

f6

View details of selected event.

Adjust total on work order

f7

Adjust fee amounts for selected work order.

Insert Record

f10

Insert a blank line above the current position of the selected field and move the selected field to that blank line.

Add

f9

Move selected field to a blank line below the current position of the selected field.

Search

alt+f2

Search for items.

Exit without saving

esc

Exit without saving changes to selected record.

Save Existing Record

enter

Save changes to selected record.

Button

Name

Shortcut Key

Description

Search

f5

Search for open work orders.

Get Work Order

alt+f1

View details of selected work order.

Change Work Order

f2

Change details of selected work order.

Clear Search Screen

shift+f4

Begin new search.

Print Work Order Report

f9

Access Work Order Report.

Jump to Marketing Basics

f6

Jump to Marketing.

Jump to Data Entry

f7

Jump to Data Entry.

Jump to Contract Master

f8

Jump to Contract Master.

Hold Work Order

f10

Apply hold reason to work order.

Schedule Board

shift+f6

Jump to Schedule Board.

Schedule Request

shift+f9

Schedule a technician to complete work on a work order.

Previous Record

f3

Go to previous record.

Next Record

f4

Go to next record.

Enter schedule comment

shift+f3

Add or change schedule comment.

Hold Payment

alt+f10

Reset date on scheduled payment.

Exit without saving

esc

Exit without saving changes to selected record.

Save Existing Record

enter

Save changes to selected record.

Button

Name

Shortcut Key

Description

Search

F5

Search for existing records.

Schedule Generation

F7

Schedule resource; defaults to the ID of the selected resource.

Get

ALT+F1

Get record.

Change

F2

Change selected record.

Previous

F4

Select last record.

Next

F5

Select next record.

Generate Default Week

ALT+F7

Generate default week.

Delete Line

SHIFT+F10

Delete selected record.

Insert

SHIFT+F11

Insert record.

Generate Schedule

SHIFT+F7

Generate resource schedule.

New

F3

Create new record.

Zoom

F10

Zoom in/out of sublevel.

Button

Name

Shortcut Key

Description

Search

alt+f1

Search for resources.

Scroll Forward 1 Page

PgDn

Scroll forward 1 page.

Scroll Backward 1 Page

Pgup

Scroll backward 1 page.

Tear Away Selected Tab

f2

Split Detail View and Overview tabs into separate windows.

Set Code for resource

f6

Set specific resource codes to block out time on the Schedule Board for employee activities; specify resource codes for entire days or specific times.

Zoom to one day for all resources

f7

Display info for one day in the Detail View tab.

Show Job Counters

shift+f8

Show the total number of job counters for a resource.

Show Unit Counters

shift+f2

Show the total number of unit counters for a resource.

Show Free Job Counters

shift+f3

Show the number of jobs not assigned.

Show Free Unit Counters

shift+f4

Show the number of units not assigned.

Show Job Allocation %

shift+f5

Show the percentage of jobs assigned for a resource.

Show Unit Allocation %

shift+f6

Show the percentage of units assigned for a resource.

Zoom to one Week for resource

f8

Display the selected resource's schedule for one week in the Detail View tab.

Refresh Interval

shift+f7

Set the interval at which the current screen will automatically refresh.

Paging

shift+f11

Send a message detailing a scheduled job to a resource.

Zoom on detail for slot

shift+f6

View details of the selected slot.

SQL Refresh

shift+f2

Refresh the current screen.

Set job status back to unknown

shift+f8

Set the status of the selected resource to unknown.

Mark En Route

shift+f3

Designate the selected resource as En Route.

Mark On Site

shift+f4

Designate the selected resource as On Site.

Mark Off Site

shift+f5

Designate the selected resource as Off Site.

Zoom to detail for resource

shift+f9

View details of the selected resource.

Delete Record

shift+f10

Delete the selected record.

Allocate selected slots to job

f3

Assign the selected job to multiple resources or days.

Unallocate selected job

f4

Remove the selected job from the schedule for one resource and add it back into the open request list.

Allocate requested number of slots

f5

Automatically assign a job in the number of slots (unit count) entered in the Service Request.

Refresh Interval

shift+f7

Set the interval at which the current screen will automatically refresh.

Allocate + Finish

f6

Automatically assigns a job and indicates allocation is complete.

Allocate + Finish + Page

f7

Assigns a job, indicates allocation is complete, and pages the resource.

Allocate + Page

f8

Assigns a job and pages the resource. Leaves the job open for future allocation.

New Inst

f9

Open the work order attached to the Service Request for the selected job.

Jump to Data Entry

alt+f9

Open the Service Request in Data Entry for the selected job.

Jump to Marketing Basics

alt+f8

Open the Marketing Basics tab for the selected job.

Jump to Service Queue

alt+f10

Open the Service Queue.

Unallocate Group of Jobs

alt+f6

Remove jobs from the schedule for several resources and add them back into the open request list.

Route Mapping

alt+f11

Choose multiple jobs, plot them on a map, and get directions from one job to another.

Pick or Return WO

shift+f11

Open the Pick/Return window in Branch Inventory from inside the Schedule Board.

Toggle Drag Mode

alt+f3

Move a job within the Schedule Board.

Set code for resource

f10

Set specific resource codes to block out time on the Schedule Board for employee activities; specify resource codes for entire days or specific times.

Outdate/Close Request

shift+f12

Jump to the Service Log in program #559. If the Service Request is not already outdated, change mode is entered and the request is outdated.

Exit without saving

esc

Exit without saving changes to the selected record.

Save Existing Record

enter

Save changes to the selected record.

Button

Name

Shortcut Key

Description

Search

shift+f9

Search for inventory items.

Get Record

alt+f1

View details of selected inventory item.

Change Record

f2

Change details of selected inventory item.

New Record

f3

Add a new item to the inventory.

Delete Record

shift+f10

Delete selected inventory item.

Select Record to Undelete

alt+f10

Restore deleted inventory items.

Print Selected Records

ctrl+f8

Print selected records.

Copy Current Record

shift+f3

Use selected inventory item as a template for a new item.

Zoom in/out of sublevel

f10

Access sublevel tabs.

Previous Record

f4

Go to previous record.

Next Record

f5

Go to next record.

Tear Away Selected Tab

f11

View selected tab in separate window.

Availability

shift+f4

View number of items in each branch or satellite.

Requisitions

shift+f2

Create and maintain product requisitions for inventory replenishment.

Rank Inventory

shift+f6

View inventory for a branch and sort columns to rank.

Branch Inventory Allocations

shift+f7

View all items needed for a specific date range.

Physical Count

f7

Enter physical counts of items for inventory.

Transit Log

f8

View list of transfers in transit from other branches.

Enter Transactions

f6

Enter positive and negative inventory adjustments.

Receive PO

f9

Receive purchase orders or enter receipts for selected purchase order.

Refresh Interval

f12

Set interval for screen to refresh.

Replenish Satellites

shift+f5

Calculate replenishment needs of satellites.

Pick or Return WO

shift+f8

Pick or return all or part of the items needed for selected work order.

Satellite/Branch Availability

shift+f11

View availability for satellite and branch combined.

View Open Requisitioned Items

shift+f12

View all open requisitions that have not yet been converted into purchase orders.

Get Purchase Order

ALT+F2

View details of selected purchase order.

Exit without saving

esc

Exit without saving changes to selected record.

Save Existing Record

enter

Save changes to selected record.

Button

Name

Shortcut Key

Description

Search

shift+f9

Search for purchase orders.

Change Record

f2

Change details of selected purchase order.

New Record

f3

Create new purchase order.

Delete Record

shift+f10

Delete selected purchase order.

Jump to Vendor Master

shift+f4

Jump to Vendor Master program.

Receive PO

f9

Enter receipts for selected purchase order.

Availability

shift+f4

View number of items in each branch or satellite.

Convert Requisition

shift+f2

Convert requisitions into purchase orders.

Close/Reopen

f6

Flag purchase orders as closed or remove closed flag from previously closed purchase order.

Rank Inventory

shift+f6

View inventory for a branch and sort columns to rank.

Transit Log

f8

View list of transfers in transit from other branches.

Purchase History

f7

View purchase history for selected record.

Previous Record

f4

Go to previous record.

Next Record

f5

Go to next record.

List PO

alt+f7

List all open purchase orders.

Run Report

shift+f7

Access Purchase Order Report.

Get Default Values

ALT+f1

Get a default value for a selected field.

Exit without saving

esc

Exit without saving changes to selected record.

Save Existing Record

enter

Save changes to selected record.

Mod Number

Date

Description

n/a

09/25/14

Images updated.