Operators

Unrestricted access to system, including deletion of items (except where items are linked to other items). An operator given Administrator access level cannot be limited in any way, regardless of settings in the window below.

As for Administrator, except unable to delete most items, and does not have access to system configuration.

Does not have access to price-related information or customer or contractor accounts. Can change details on a job after it is completed but not before it is invoiced.

As for supervisor, but (optionally) can't change a job once it is complete.

Operator may view and change prices

Operator may view but not change prices

Operator may not view or change prices

Operator has unrestricted access to the window and may add, update, or delete entries (unless they are linked to other entries).

Operator may not delete items, else has access as above.

Operator may change, but not add or delete items.

Operator may view, but not add, change, or delete items

Operator may not add, change, view, or delete items.

 If Yes, these hot keys are available in the dispatch window (list of jobs). They have the same function as in the Job Details window, i.e.
F6: Despatch highlighted job (if not already despatched). A service provider must have been allocated to the job. If the service provider uses automated despatch (e.g. SmartNet or mobile data) the job is automatically transmitted to the service provider.
F7: Record current time as on site time for the highlighted job (unless an onsite time has already been entered).
F8: Record current time as off site time for the highlighted job (unless an offsite time has already been entered). Depending on your system configuration, other entries may be required before the job can be considered completed.

Determines whether the operator can change the customer who is to be billed for a job. If No, the customer linked to the Location is billed.

Determines whether the operator can modify the Checked (Ops) checkbox on the Job Details window. 

Determines whether the operator can modify the Checked (By Accounts) checkbox on the Job Details window, Accounts tab.

When you are entering a new job and pressing the Tab key to move around, Smart attempts to take you to the appropriate next field based on the information you have entered so far. To prevent this and revert to normal Windows behaviour, change this setting to No.

By default, Smart will try to deduce the correct service code for a job. If one can't be worked out it displays a pick list for the operator to choose. Changing this setting to No prevents this pick list from being displayed, allowing the operator to key in a service code.

Determines whether the operator can select a different location in the Job Details window.

If this setting is set to No, you must set Job Details, Prompt for Location (below) to Yes so that the operator is prompted to select the location before the Job Details window is displayed.

 If Yes, when a new job is added the job list view changes to show only jobs with the same service type.
If No, operators may 'lose' jobs because they are not displayed after entry if the current view does not display jobs of that service type.

If No, the operator may enter and update job details, but not despatch the job.

 If Yes, when creating a new job display a pick list of locations before displaying the Job Details window.

If Yes, when creating a new job any other jobs in progress for the same location are listed. The operator may choose to update an existing job instead of proceeding to add a new job.

If This Service Type, only jobs of the same service type as the new job are displayed (requires that the service type be selected before the Job Details window is opened).

Change this setting to No to prevent Smart from automatically selecting a Service Provider.

If Yes, when the operator is adding a new job they will be asked to select a service type before the Job Details window is displayed.
If No, the service type for the new job will default to the service type (if any) being shown in the list of jobs.
In either case, the operator may select a different service type once the Job Details window is displayed.

If set to NO, conceals service provider details in the Job Details and Location Details windows and prevents access to information about Contractors or Service providers.

By default, when you allow a user with Operator or Supervisor level access to a main menu, they have access to all selections on the memu and submenus. Be sure to prevent access to unwanted selections.

It is recommended that you test user access settings by logging in as that user and trying their access limits.

Allows or prevents user access to the Accounts Main Menu selection.

Allows or prevents user access to the Accounts/Export\Import Main Menu selection. Users must have access to the Accounts menu (see above) for access to this menu item.

Allows or prevents user access to the Accounts\Reports Main Menu selection. Users must have access to the Accounts menu (see above) for access to this menu item. 

Allows or prevents user access to the File\Change Database Main Menu selection.

Allows or prevents user access to the File\Exit Main Menu selection. If access is prevented, the user will not be able to close Smart down except by restarting their PC.

Allows or prevents user access to the Maintenance Main Menu selection. Generally speaking, only those with Administrator or Accounts user levels should require access to this menu pick.

Allows or prevents user access to the Operations Main Menu selection.

Allows or prevents user access to the Operations/Printing Main Menu selection. Users must have access to the Operations menu to have access to this menu pick.

 Now replaced by 'Workstation Setup' (see below)

Allows or prevents user access to the Reports/Listings Main Menu selection.

Allows or prevents user access to the Reports/Operational Statistics Main Menu selection.

Allows or prevents user access to the Maintenance\Smart Setup\General Configuration menu pick. Normally, only Administrators should have access to this area. For access to this menu selection, users must also be permitted access to the Maintenance menu pick.

Allows or prevents user access to the Maintenance\Systems menu pick. For access to this menu selection, users must also be permitted access to the Maintenance menu pick.

Allows or prevents user access to the File\Workstation Setup or Maintenance\Smart Setup\Workstation Configuration menu picks.
Regardless of this setting, administrators always have access, and only administrators

Determines whether an operator can add a Zone to a location in the Job Details window.
If No, the operator is required to select from the list of existing zones.
If Yes and the operator adds a zone, this zone will be linked to the job and will appear on the location for future reference.

Window

 Determines which Location Details window is displayed when selected from the list of locations

• Standard: the normal Location Details window which is displayed elsewhere in Smart.
• Tech: Shows additional alarm details on the Alarm Information tab.
• Both: Allows the operator to select which window to see.

This setting has no effect unless ADSW Integration is enabled on your Smart system.

System Access settings determine whether operators have access to the specified area.
If the workstation is set as 'View Only' (see Workstation Configuration) this will override the settings below (except No Access).
Depending on context, other limitations may apply, e.g. a job which has been invoiced cannot be changed by any operator.

Possible settings are
Add/Chng/Del - the operator has unlimited access. Deletion will be prevented if the item being deleted is linked to other items.
Add/Chng - the operator has unlimited access except for deletion. 
Change - the operator may view and change items but not add or delete them.
View Only - the operator may view items but not add, change, or delete them.
No Access - the operator may not access the window or update the item in any way.

 Alarm Company Details window. The term Alarm Company may be replaced by another term in your system. 

Alarm Status Code Details window. Alarm status codes are used for fast data entry in the Job Details window, in the field at the bottom of the Location Details tab.

Bank Account Details window. (System Configuration window, Banking tab) Sets up bank accounts which will receive amounts paid in.

Contractor Details window

The list showing details of payments to Contractors, accessible from the Contractors list.

Controlroom Details window. ('Controlrooms' may have another name depending on your system setup.)
Generally speaking, only Administrators should be permitted to add, update, or remove Control Rooms as changes here can have a significant impact on Smart's operation. It is recommended they consult Smart support before doing so.

Details of credits issued to customers.

Customer Contact Details window, accessible from the Customer Details window. Not accessible unless the operator has access to the Customer Details window (below).

Customer Details window

Customer Notes window, accessible from the Customer Details window. Not accessible unless the operator has access to the Customer Details window (above). 

Details of payments made by the customer.

Details of the customer's rate for a specified service. Accessible from the Customer Details and Job Details windows.

Division Details window. ('Divisions' may have another name depending on your system setup.)
Generally speaking, only Administrators should be permitted to add, update, or remove Divisions as changes here can have a significant impact on Smart's operation. It is recommended they consult Smart support before doing so.

Driver Details window. 'Drivers' may be referred to as 'Persons' or 'Officers' depending on context. They do not have any financial information but simply serve as a source of names and phone numbers. 

 Public Holiday Details window. Public holiday settings determine scheduling of services (e.g. patrols) and calculation of charges and payments.

 The window which appears when entering labour details in the Job Details window.

Hourly Rate Details window. Hourly rates were once called 'Guard Rates'. They determine pricing for jobs being charged or paid on an hourly basis.

Incident Details window. Incidents are miscellaneous, non-chargeable events which occur at a location.

Usually called Operator Notes. Notes about the current job which are for internal use only. May be viewed or updated in the Job Details window or by selecting F3 Actions in the Jobs list.

Job Details Window, accessible from the Jobs List or Prepare Items for Invoicing window.

Will be over-ridden if a more restrictive access level is applied by one of the following two settings.

Job Details Window when the job status is complete (has not yet been approved for invoicing, invoiced, or marked 'never invoice').

Will not apply if a more restrictive access level is imposed by the setting System Access / Job Details.

Job Details Window when the job status is approved for invoicing, invoiced, or marked 'never invoice'.

Will not apply if a more restrictive access level is imposed by the setting System Access / Job Details.

The window which appears when adding details of materials to a job.

The window which appears when adding details of a key to a location.

The window which appears on pressing the 'Large Edit' or 'More Details' button in the Job Details window. This contains the same information which appears in the 'Service Details' tab of the Job Details window (except Patrols) but offers more room to view or edit.

 Location Contact Details window. (e.g. After Hours, Maintenance contacts).

 Operator Details window. If given access, operators may change their own password. Only operators with Administrator access may change the password for a user other than themself.

Panel Details window (Location Details)

Part Category Details window (usually only available to Administrators)

Part Details window

The Patrol Details window which appears when adding or updating patrols in the Job Details window. 

The Periodic Charge Details window. NB if you require operational personnel to have access to this window you may wish to consider changing their access to view or edit prices (see above).

The window which appears in the Periodic Charge or Periodic Services windows when adding or editing patrol details. 

The Periodic Service Details window. NB if you require operational personnel to have access to this window you may wish to consider changing their access to view or edit prices (see above).

The Receive Payments window. Access is normally appropriate only for staff receipting payments from customers.

The window which creates or edits Resolution Codes. Access is normally appropriate only for system administrators 

The window which appears in the Job Details window when adding details of Resolutions.

The window which sets up Scheduled Reports (Reports which are run at predetermined times to report predetermined events.)

The window which sets up service codes, including system-wide default pricing. (Not to be confused with Service Types ).

The Service Provider Details window.  If you require operational personnel to have access to this window you will probably wish to limit their access to pricing information (next setting).

 The rates which apply when calculating service provider payments.

 Site Conditions advise the operator what to do when certain conditions (e.g. a broken window) occur at the service location.

Details of a location, including contact information, alarm information, instructions, and notes. Location-related details will be displayed on jobs and reports regardless of this setting.

Standard phrases may be used to complete the 'Initial Instructions' and 'Service Details' fields in the Job Details window, 'Site Notes' in the Location Details window, and Invoice Details in the Contractor Invoice Details window.

Details of parts suppliers.

Temporary notes are attached to a location, are displayed on the Job Details window during the specified date range.  Optionally, the operator is forced to acknowledge current notes when the Job Details window is opened and before editing can continue.

 Details of a location zone.