Client Maintenance
Creating new accounts and navigating through an account's tabs is easy with Patriot. The main tutorial video in this training session will take you through creating a brand new account and entering all the important information. Additional videos show creating accounts from templates, and multi-area account creation and maintenance. This includes a look at the Area menu and how to navigate between areas of a site.
Creating a New Account
This tutorial goes through the process of creating a new blank account and filling in all of the critical client information in an account's tabs. This includes contact information, users, zones, floor plans, schedules, polling and panel type.
Creating an Account with a Template
Creating a new account with the use of a template will quickly and accurately fill in account information on the new account. This can make setting up complex accounts, or accounts with specific bureau or dealer settings, much easier.
Reviewing the History of an Account
Operators will need to review the signal and operator note history of accounts. These details are found in an account's History tab, and this tutorial shows you useful features to search for information and explore an account's history.
Multi-Area Account Maintenance
The Area menu is the main menu for viewing details, accessing other site areas and adding additional areas for a multi-area or partitioned account. This tutorial also covers creating a multi-area account from the client account menu, and how BASE accounts are the main source of linked data for multi-area sites.
Advanced Panel Configuration
Advanced Panel Configuration explores the various options to tweak the panel type settings directly in the Event Types tab of an account. The tutorial also covers advanced zone options and configuration, and how add-on templates can be configured.
Conclusion
You should now be able to create new accounts in Patriot and understand where all of a client's important information is entered in an account. This includes creating brand new blank accounts, creating an account from a template and creating multi-area accounts. You should be able to navigate through multi-area accounts using the Area menu, and know what details are shown and what each button does in the Area menu.