{"id":1156,"date":"2021-02-18T13:28:59","date_gmt":"2021-02-18T13:28:59","guid":{"rendered":"https:\/\/portal.affiliated.com\/a\/?page_id=1156"},"modified":"2025-09-18T19:07:51","modified_gmt":"2025-09-18T19:07:51","slug":"partner-portal-guide-site-system-information","status":"publish","type":"page","link":"https:\/\/portal.affiliated.com\/a\/partnerresources\/how-to-guides\/partner-portal\/partner-portal-guide-site-system-information\/","title":{"rendered":"Partner Portal Guide: Site &amp; System Information"},"content":{"rendered":"<div class=\"page-container\">\n<div class=\"menu\">\n<nav>\n<li><a href=\"\/a\/\">Partner Resources Home<\/a><\/li>\n<li><a href=\"\/a\/partnerresources\/documents-forms\/\">Documents &amp; Forms<\/a><\/li>\n<li><a href=\"\/a\/partnerresources\/how-to-guides\/\">How-To Guides<\/a><\/li>\n<ul>\n<li class=\"active\"><a href=\"\/a\/partnerresources\/how-to-guides\/partner-portal\/\">Partner Portal<\/a><\/li>\n<li><a href=\"\/a\/partnerresources\/how-to-guides\/partner-app\/\">Partner App<\/a><\/li>\n<li><a href=\"\/a\/partnerresources\/how-to-guides\/seemyalarm-portal\/\">SeeMyAlarm Portal<\/a><\/li>\n<li><a href=\"\/a\/partnerresources\/how-to-guides\/seemyalarm-app\/\">SeeMyAlarm App<\/a><\/li>\n<\/ul>\n<li><a href=\"\/a\/partnerresources\/working-with-affiliated\/\">Working with Affiliated<\/a><\/li>\n<li><a href=\"\/a\/partnerresources\/contact-us\/\">Contact Us<\/a><\/li>\n<\/nav>\n<\/div>\n<div class=\"pr-content\">\n<h1>Partner Portal Guide: Site &amp; System Information<\/h1>\n<p><video width=\"75%\" controls=\"\" controlslist=\"nodownload\" oncontextmenu=\"return false;\"><source src=\"\/wp-content\/uploads\/sites\/3\/2025\/05\/Video-8-Site-System-Information.mp4\" type=\"video\/mp4\">Your browser does not support the video tag.<\/video><\/p>\n<p>The Site\/System Information page is used to view or edit the basic customer and panel information for an existing location. For each of these sections you have the ability to edit the information presented by clicking the Edit link on the top right corner.<br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/sites\/3\/Guides\/SiteSystem\/sitesystem1.png\"><\/p>\n<h2>Site Information<\/h2>\n<p>The site section is used to view or edit existing site information. The site name, address and phone number are added and modified on this page.<\/p>\n<ul>\n<li><strong>Name<\/strong><br \/>\nThis is the name of the location and\/or persons we are monitoring. In the case where we are monitoring a residential location the name listed here must be the same as the signature on the Alarm Monitoring Agreement. In the case of a business, the person who is signing must be an officer or a person that has the authority to sign a legal agreement on behalf of the company. The name should be entered as Last Name, First Name.<\/li>\n<li><strong>Address, City, State and Zip<\/strong><br \/>\nThis is the address of the site that is being monitored.<\/p>\n<div class=\"note\">Note: Any name or address changes will require a new Monitoring Agreement.<\/div>\n<\/li>\n<li><strong>Cross Street<\/strong><br \/>\nThis can be critical information and is sometimes required by the authorities in order to find a location.<\/li>\n<li><strong>Verification Phone 1\/2<\/strong><br \/>\nThese are the phone numbers we are going to call to verify an alarm before dispatching. We recommend providing multiple phone numbers for Enhanced Call Verification (ECV). This will help to reduce false dispatches.<\/li>\n<li><strong>Site Status<\/strong><br \/>\nThis is a Read Only field which indicates whether the site is Active or Inactive. To change the status of an account, please see the \u2018Account Status\u2019 instructions under the System Information section below.<\/li>\n<li><strong>Site Type<\/strong><br \/>\nThis field indicates the type of location that is being monitored. (Ex. Residential, Commercial, PERS etc.)<\/li>\n<li><strong>Corporate Account ID<\/strong><br \/>\nUse this field to assign a corporate account number to the site. A corporate account can be used to segregate a group of your accounts so that special access or reporting can be created.<\/p>\n<div class=\"note\">Note: A corporate account number must be set up by Affiliated prior to being an available option in the Portal.<\/div>\n<\/li>\n<li><strong>Site Passcode\/Site Passcode 2<\/strong><br \/>\nThis is a word or number that the customer must have to verify and cancel an alarm or to get information about their account. The Site Passcode can be shared. If an individual password is desired, this will be set up under the Contacts Section of the portal. See <a href=\"\/a\/partnerresources\/partner-portal-guide-contacts\/\">Partner Portal Guide: Contacts<\/a> for further instruction.<\/li>\n<\/ul>\n<h2>System Information<\/h2>\n<p>This section is used to add or modify system information that affects how the panel interfaces with Affiliated\u2019s monitoring platform.<\/p>\n<ul>\n<li><strong>Account<\/strong><br \/>\nIf this site has multiple accounts linked together, a drop down menu will appear allowing you to switch between the different systems.<\/li>\n<li><strong>Account Status<\/strong><br \/>\nThis field will indicate whether the account is Active or Out of Service. You can change the status by clicking the \u2018Activate Account\u2019 button or \u2018Cancel Account\u2019 button depending on its current status. If you cancel an account from the portal this will immediately stop the monitoring.<\/li>\n<li><strong>In Service Date<\/strong><br \/>\nThis field will indicate what date the account was placed in service for monitoring.<\/li>\n<li><strong>Out of Service Date<\/strong><br \/>\nThis field will indicate what date the account was cancelled.<\/li>\n<li><strong>Template ID<\/strong><br \/>\nA template is a default set of alarm handling instructions. Typically this is based upon the signal format and\/or site type. A template provides an easy way to ensure that your company\u2019s standard alarm handling procedures are being adherred to across your entire account base. If you already have a template created you will see it at the top of the Template ID drop down list. If you do not have a custom template and wish to have one created, please contact Account Management.<\/li>\n<li><strong>Panel Description<\/strong><br \/>\nThis is a brief description of the panel at the site. This will assist both your service technician and our monitoring specialists in interpreting the signals transmitted.<\/li>\n<li><strong>Panel Phone #<\/strong><br \/>\nThis reflects the caller ID of the alarm system.&nbsp;Please enter the phone number if known. When left blank, the Panel Phone field will be populated by the caller ID of the first signal received. When a value is provided, it will not be overwritten unless someone does so manually or the field is empty the next time a signal is received.<\/li>\n<li><strong>Two Way Phone #<\/strong><br \/>\nIf Two Way Voice Communication is being used, please provide the phone number of the device. The following are examples of some of the devices that require a Two Way Voice phone number:<\/p>\n<p>Elevators<br \/>\nAlarm.com Two Way<br \/>\nNumera<br \/>\nLifeBeacon<br \/>\nEZ Care<br \/>\nEssence<br \/>\niHelp<br \/>\nBrighton Sky<\/li>\n<li><strong>Device ID\/IMEI<\/strong><br \/>\nThis field indicates the Device ID or IMEI of the communicator being used.<\/li>\n<li><strong>Open\/Close Report Frequency<\/strong><br \/>\nThis is a Read Only field that indicates the frequency of which an Opening\/Closing Report will be sent to your customer from our automation system. These reports can now be set up through the Partner Portal instead. See <a href=\"\/a\/partnerresources\/partner-portal-guide-reports\/\">Partner Portal Guide: Reports<\/a> for further instruction. If the report is set up through the Partner Portal this field will be blank.<\/li>\n<li><strong>Test Timer Frequency<\/strong><br \/>\nIndicate at what interval the communicator will transmit a test timer signal (ex. Daily, Weekly or Monthly).<\/p>\n<p>Clicking the checkbox, &#8220;Allow Manual Override&#8221;, will allow you to enter a non-standard amount of hours by selecting Other from the drop-down menu.<\/p>\n<p><em>Only use this checkbox when specifically instructed.<\/em> A Partner Support Specialist can assist you with entering the correct option.<\/li>\n<li><strong>Acceptable Test Timer<\/strong><br \/>\nThis indicates if Affiliated should accept any signal as confirmation that the panel is communicating properly or if we should only accept a Test Timer signal.<\/li>\n<li><strong>Fail to Test Instructions<\/strong><br \/>\nThis indicates the response we will take when a Test Timer is not received.<\/p>\n<p>Clicking the checkbox, &#8220;Allow Manual Override&#8221;, will allow you to enter a non-standard set of fail to test instructions by selecting Other from the drop-down menu. If you choose Other, you will be required to enter an Event ID in order to submit your settings.<\/p>\n<p><em>Only use this checkbox when specifically instructed.<\/em> Entering the wrong values here may result in notifications being made improperly or not being made at all. A Partner Support Specialist can assist you with entering the correct options.<\/li>\n<\/ul>\n<div class=\"note\">Note: Placing an account in or out of service or adjusting the test timer frequency will have an impact on your billing. Please consult your price list or Partner Support if you are unsure of the costs.<\/div>\n<h2>Account Notes<\/h2>\n<p>The Portal allows you to leave notes about your customers on this page. Under Site Information and System Information is a section for Account Notes. If there aren&#8217;t any on the site you are viewing, it will say, &#8220;No account notes,&#8221; and there will be a button to add some.<br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/sites\/3\/Guides\/SiteSystem\/accountnotes01.png\"><br \/>\nClick the button to start writing out a note about your customer. Click Save when you are done typing.<br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/sites\/3\/Guides\/SiteSystem\/accountnotes02.png\"><br \/>\nAfter you save your note, you&#8217;ll be able to view it every time you visit the site. If you need to make any updates to the note, you can click the Edit button in the corner of the Account Notes section.<br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/sites\/3\/Guides\/SiteSystem\/accountnotes03.png\"><br \/>\nTo delete a note, click Edit, delete all the text, and Save.<\/p>\n<div class=\"note\">Information provided via the Account Notes feature is for your company\u2019s use only. It is not visible to the Monitoring Center, and Affiliated will not use this information when providing service to you or your subscribers.<\/div>\n<h2>Add\/Change System<\/h2>\n<p>This button is used to link two accounts together or perform a signal number transfer. After you click it, it will ask for the account number of the system you would like to link to the current site.<br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/sites\/3\/Guides\/SiteSystem\/sitesystem2.png\"><br \/>\nIf you enter an Out of Service shelled account, the system will ask you if you&#8217;d like to perform a signal number transfer, i.e., to change the account number to a different one. For example, if you are switching your customer from a landline to a cellular\/ IP communicator, you might need to assign a new account number to reach a specific receiver.<\/p>\n<div class=\"note\">Make sure to start a signal number transfer from the page for the <i>active<\/i> site.<\/div>\n<p>If you enter an In Service account, please keep in mind that you will lose the Site Information and the Contacts from that account. The Portal will warn you before moving forward.<\/p>\n<h2>Exporting Account Information<\/h2>\n<p>To export the full customer information, click the download icon next to \u2018Export Account Information\u2019.  This will include Site and System Information, Agencies\/Permits, Contacts, Zones, and System Users.<br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/sites\/3\/Guides\/SiteSystem\/sitesystem3.png\"><\/p>\n<h2>AlarmNet Information<\/h2>\n<p>Our web portal now has a direct connection to AlarmNet\u2019s data base. From this section you can view all of your AlarmNet information in one place.<\/p>\n<ul>\n<li><strong>City Code<\/strong><br \/>\nThe City Code is the two-digit number (01 to 99) representing the AlarmNet network serving your area.<\/li>\n<li><strong>CS Code<\/strong><br \/>\nThe CS Code or Central Station ID is a two-digit hexadecimal number (01 to FF) representing your Central Station&#8217;s unique assigned number within the AlarmNet network in which you participate.<\/li>\n<li><strong>MAC<\/strong><br \/>\nThe MAC is a special identifier used to link your radio to AlarmNet\u2019s servers.<\/li>\n<li><strong>Device Type<\/strong><br \/>\nThe make\/model of the radio installed at this location.<\/li>\n<li><strong>Supervision<\/strong><br \/>\nThis will show what supervision plan is being used for this radio.<\/li>\n<li><strong>Last Status Check-in<\/strong><br \/>\nThis section will indicate the last time the radio checked in.<\/li>\n<li><strong>Next Status Check-in<\/strong><br \/>\nThis section will indicate when the radio is scheduled to check in next.<\/li>\n<li><strong>Current Supervision State<\/strong><br \/>\nThis will show you if a radio is in currently in a Comm Fail state or if the status for the radio is normal.<\/li>\n<\/ul>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Partner Resources Home Documents &amp; Forms How-To Guides Partner Portal Partner App SeeMyAlarm Portal SeeMyAlarm App Working with Affiliated Contact Us Partner Portal Guide: Site &amp; System Information Your browser does not support the video tag. The Site\/System Information page is used to view or edit the basic customer and panel information for an existing [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":0,"parent":1851,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"blank-page-with-container.php","meta":{"footnotes":""},"class_list":["post-1156","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/portal.affiliated.com\/a\/wp-json\/wp\/v2\/pages\/1156","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/portal.affiliated.com\/a\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/portal.affiliated.com\/a\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/portal.affiliated.com\/a\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/portal.affiliated.com\/a\/wp-json\/wp\/v2\/comments?post=1156"}],"version-history":[{"count":19,"href":"https:\/\/portal.affiliated.com\/a\/wp-json\/wp\/v2\/pages\/1156\/revisions"}],"predecessor-version":[{"id":3549,"href":"https:\/\/portal.affiliated.com\/a\/wp-json\/wp\/v2\/pages\/1156\/revisions\/3549"}],"up":[{"embeddable":true,"href":"https:\/\/portal.affiliated.com\/a\/wp-json\/wp\/v2\/pages\/1851"}],"wp:attachment":[{"href":"https:\/\/portal.affiliated.com\/a\/wp-json\/wp\/v2\/media?parent=1156"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}