Contacts are an easy way to document and find a list of important people by Area. They are viewable in the Contacts section.
The information can be populated through direct entry on the Contacts page or by selecting “Available as Contact” in the User profile of an individual User. For each individual that is logged in, the Contacts displayed in the system will also be filtered by operator Permissions.
- To view Contacts, click on the menu
and choose Contacts in the Set Up section. - To edit a Contact, click the pencil
to the right of each Contact. - To delete a Contact, click the
button in the bottom left corner. - To add a Contact, click the
button in the top right corner of the page and enter the information.
When "Inherited" is ticked then the contact will be assigned to the selected Area as well as all other areas underneath the selected Area.
If Inherited is unticked then the contact will only be set only for that individually chosen Area
An Area's contact will be shown in the "Area Details" view and when configured with the "Call Contact" action step.
Below is a list of the available fields that can be entered when adding or editing a Contact
| Field | Description |
| Full Name (Required) |
The name of the contact / person |
| Primary Location (Required) |
The Primary Area for the Contact (where the contact is based) - If a contact is used across many area's then it's is common practice to set this to the top (Account) level |
| Email (optional) |
The contact's email address |
| Phone (Optional) |
The preferred phone number for the contact - This number will be shown to operators |
| Roles (Required) |
The Job Title/Role for the contact, for example "Operations Manager" or "Fire Marshal". Contacts can have multiple roles. Alternatively Roles could be used for labelling contacts i.e. "Primary Contact" "Secondary Contact" etc Role configuration is explained further down this page. |
| Contact For (Required) |
Which Areas (Sites/Locations) should this contact be associated with? Multiple Areas can be selected. |
Contact Roles
The Job Title/Role for the contact, for example "Operations Manager" or "Fire Marshal". Contacts can have multiple roles. Alternatively Roles could be used for labelling contacts i.e. "Primary Contact" "Secondary Contact" etc
Before adding a Contact, it’s important to specify what Role they play in the organization. To begin, select the 
button. This will bring up the following menu:
If the Contact Role you wish to add is not in the list of default, you can add a new one with the 
button. In the popup that appears, simply add the Role’s title and hit Save to proceed.
Operator View
Operators can see the Contacts for an Area when they are handling an alarm or performing a Manual Tour. To view the Area's contacts the Operator needs to click on the Area Name (top left corner of Site Monitor). When clicked the Area details window, which includes all the Contact information, is displayed.
Comments
0 comments
Please sign in to leave a comment.