Monitoring Dealers

Program #:   2508

Module:    System Administration

Overview

Use Monitoring Dealers (program #2508) to allow Dealers from different Dealer Profiles authority to monitor the signals of the other Dealer. Only the Monitoring Dealer will be able to see the other Monitoring Dealers records. The Monitored Dealer will not be able to see the other Monitoring Dealer’s records. The Monitored Dealer is in control of when monitoring is active.

Monitoring Dealers are dealer restricted so each dealer will only see their records.

Note: Option ba470 must be Active so Dealer restrictions apply in the Alarm Queue.

Note: Option ba197 must be OFF - if on, branch restrictions apply and this program will not work correctly.

Navigating to Monitoring Dealers

Use the following steps to navigate to Monitoring:

1.  From the main SBN toolbar, select Menu.

2.  From the drop-down menu, select Go To [ALT+F1].

3.  In the Go To Program dialog box, type in "2508."

  w The Monitoring Dealers program opens.

The Monitoring Dealers Window

The Monitoring Dealers window contains two panes:

• The Display pane (upper) shows the possibly linked Dealers.

• The Set Up pane (lower) is how a user creates the link between Dealers.

The following graphic shows Monitoring Dealers as the program opens. The window remains blank until you select the Monitoring ID's and the Monitored ID's.

Field/Column Descriptions

The following table describes the fields and columns used in Monitoring Dealers.

Using the Monitoring Dealers

The User creating the record is always the Monitored Dealer. This record is asking another Dealer to monitor their accounts.

Use the following steps to send/accept the request:

1.  Monitored Dealer is auto-populated and read-only.

2.  Monitored Dealer must know and type the Monitoring Dealer's Dealer number. This field is validated on save.

w  Record is saved.

3.  A notification e-mail is sent to the Monitoring Dealer.

4.  Monitoring Dealer will log into their SBN.

5.  If user has authority to Monitoring Dealer (#2508), they will receive notification that a link request is pending.

w  Click "OK" to go to #2508.

6.  User highlights the record and clicks "Toggle" or "Delete" depending on if they accept or decline.

 Note: Toggle only works if the dealer pressing the button is the same as the Monitoring Dealer defined in the record. Delete works for any row in the grid.

7.  General Change Log entries are created for the following:

• Program Number

• Monitored Dealer

• Monitoring Dealer

• Action (Link accepted, Activated, Deactivated, or Deleted.)

Monitoring Activation

After a request is accepted the Monitored Dealer may activate/deactivate monitoring by clicking the "Toggle" button at the top of the form. This will create a Change Log Entry and send e-mail notifications.

On Activation, the Monitored Dealer will be added to the Dealer Profile of the Monitoring Dealer. On Deactivation, the Monitored Dealer will be deleted from the Dealer Profile of the Monitoring Dealer.

Deleting the Link

Either side may delete the record. This will permanently break the link. If this is done, the request process must be started over to create a new link.

E-mail Notification

If either Dealer has an associated e-mail address defined in program #1537, they will receive an e-mail for the following:

1.    A link request is created.

2.       A link request is accepted or deleted.

3.       A link is activated.

4.       A link is deactivated.

Button Functions

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

Modifications and Updates to Monitoring Dealers

The following table lists modifications and updates to the Monitoring Dealers document.