M1/Affiliated
CRM
CS Numbers
Case
Compass
100

In MAS, this is the button you press on your keyboard to bring up the customer lookup box.

What is F3/F4?

100

This left-side menu selection will allow you to quickly access cases or work orders that you have recently viewed.

What is Recent Items?

100

RO-1234
35-1234

Of the above examples, this is the communicator/radio.

What is 35-1234?

100

This is the proper way to close a case when you are finished.

What is selecting an actual problem and resolution?

100

You would program user codes in this section.

What is Users?

200

You would go here to review alarm history.

What is the Affiliated Portal?

200

This is where you can see and choose cases to work on.

What is the Tech Support Queue?

200
If a panel is radio only, this would be the beginning part of their CS number.

What is RO?

200

Doing this on a case will let your other team members know that you are working the case.

What is picking the case?

200

This is the first thing you should do after connecting to a panel.

What is upload?

300

In affiliated, this is where you can see the activity of the alarm system for the past 7 days.

What is the "event history" page?

300

This area of your dashboard will show you work orders that you need to take a second look at.

What is the "My Work Orders NOT Scheduled" area?

300

28-1234
RO1-1234

In the above examples, this is the panel.

What is RO1-1234?

300

On a case, you can read case history and log case notes here.

What is the timeline?

300

You do this after you've downloaded a panel.

What is timeset?

400

This is required if the customer wants to make account or programming changes to a site.

What is Master authority?

400

Booking a work order should always be ___ ___ out from today's date.

What is two days?

400

IO2-1234
INT-1234

In the above example, this is the panel.

What is IO2-1234?

400

The equipment you would select for a customer who has sensor issues.

What is the panel?

400

This is the section you would go to if you are programming a key fob or sensor.

What is Zones?

500

You would go here to see the customer's contract lines.

What is the contracts button in MAS?

500

You need to make one of these for each phone call you take, and each email you work.

What is a case?

500

503-1234

This is the communication path for the above system.

What is phone line?

500

If you are creating a case for a customer who has a commercial account and issues with their sprinkler system gate valve, this is what the beginning of the Primary Incident would have.

What is FIRE?

500

A Honeywell key fob takes up this many zones in programming.

What is four?

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