Manitou Data Review and Signoff
Thank you for taking the time to review your data carefully. This document confirms everyone involved with your Implementation is on the same page and all items are verified. The following Checklist touches all the core data verification locations. This document ensures that you accept the data conversion in preparation for Go-Live. Bold Group will continue to support you concerning your data to help you make any final adjustments to your post Go-Live conversion.
Data Conversion Objective
A data conversion consists of basic core functionality. The conversion will get your data close to what existed in the previous system. The data conversion also provides an opportunity to review and clean up your data to optimize the features in Manitou. Please discuss and establish any cleanup items with your Bold Group Project Manager and Data Conversion Specialist.
You must have dedicated adequate resources to the data review process.
Supervisor Workstation
Manitou's configuration and setup completed within the Supervisor Workstation help ensure that all settings meet your business practices. Below is a list of items to review:
_____ User Creation - we created Manitou Users and set their permissions.
_____ Event Codes - we reviewed and updated the Event Codes to reflect the priorities and Global Actions to fit our business practices.
_____ Event Maps - we completed an extensive review of our Contact ID and other Event Maps to ensure signaling into Manitou is acceptable.
_____ Resolution Codes - we reviewed and updated the Resolution to reflect our needs.
_____ Receiver Line Prefixes - we reviewed, edited, and created Receiver Line Prefixes required for directing signals to the appropriate accounts.
_____ Receiver Configuration - we reviewed and edited the Receiver Configuration to confirm that the lines and prefixes assigned to those lines reflect the correct information for the signals to arrive in the correct accounts.
_____ Country Settings - we verified that our Country settings are correct including date/time telephone pictures and UL settings.
_____ Regions - we verified that all the regions (states) are listed for our location.
_____ Cities - we have reviewed our Cities. We understand that corrections of misspellings and the wrong location within the wrong state are our responsibility to remedy after Go-Live.
_____ Postal Codes - we have reviewed our Zip/Postal codes. We understand that the correction of bad zip codes, such as blank, 00000, or 99999 is our responsibility to correct after Go-Live.
_____ Global Holidays - we have entered the Global Holidays required for our company.
_____ Options - we have reviewed and set our System Options to reflect our needs.
Customer Records
To properly service your customers, it is important to review a reasonable sampling of your customer records for completeness and accuracy. The following items are to ensure you have checked all the important customer information:
_____ Customer Form – We reviewed a reasonable sampling of our accounts and verified that the following items are in place:
_____ Main Customer Form has the correct:
_____ Address.
_____ Premises Type.
_____ Account Type.
_____ Time Zone.
_____ Details Form has the correct:
_____Premises phone number(s) (if applicable).
_____ Dealer Information (if applicable).
_____ Authorities.
_____ Email address(es) (if applicable).
_____ The Systems Form has the correct:
_____ System(s).
_____ Transmitter(s):
_____ Receiver line prefix(es).
_____ Transmitter ID(s).
_____ Test interval (if applicable).
_____ Programming:
_____Signal Translations.
_____ Specific Event Actions.
_____ Areas:
_____ Applicable Schedules applied to the area(s).
_____ Zones.
_____ Open/Close schedules display appropriately.
_____ Contact list displays all persons and entities linked to the account.
_____Call Lists contain all the expected call lists (if applicable).
_____ We reviewed and set applicable Customer-level Action Patterns.
_____ We reviewed and set any applicable General Schedules and linked them appropriately to their records.
_____ We verified Account and Signal activity within the Customer Activity Log.
_____ Partitioned Accounts:
_____ We reviewed and verified our Partitioned accounts are listed within Manitou as Main and Sub Accounts.
_____ Master/Related to Master:
_____ If applicable, we reviewed the accounts with relationships where the properties have different accounts but they relate to a Master, such as the Regional Office.
Dealer Accounts Verification
Where applicable, the dealer accounts need similar attention during the data review process. When dealers have special alarm handling expectations are they noted and linked to either a Default Transmitter type or on the Dealer Record itself? Below are items to ensure are in place within your Dealer records as a part of your data review:
_____ We reviewed a random sampling of our Dealer accounts and verified that the following items are in place:
____ Dealer Form has correct:
_____ Address.
_____ Contact Phone Numbers.
_____ Email address(es).
_____ Contact List contains:
_____ Contacts.
_____ Phone Number(s).
_____ Notes.
_____ Call Lists (when applicable).
Authority Verification
It is important to ensure all applicable authorities are listed within the Authority Records and properly linked to a Customer Record.
_____ We have reviewed a random sampling of our Authority Records and verified that the following items are in place where applicable.
_____ Authority Form has the correct:
_____Authority Type.
_____ Address.
_____Contact Phone Number(s).
_____ Contact List contains the following as expected:
_____ Contacts (if applicable).
_____Contacts contain their applicable Contact Points (telephone, email, etc.).
_____ Call Lists contain all expected persons and lists.
Agency/Group Verification
If your site utilizes Agency or Group Accounts for notifications or secondary dispatching of guards, it is important to ensure the appropriate data is listed within their Agency Record.
_____ We have reviewed a random sampling of our Agency and Group Records and verified that the following items are in place:
_____ Agency Form had the correct:
_____ Agency Type (Guard, Cleaner/Janitorial, Group, Call Group, etc.)/
_____ Address (if applicable).
_____ Contact Phone Number(s).
_____ Email Address(es).
_____ The Contact List contains the following as expected:
_____ Contacts with names and permissions.
_____ Contact details contain all applicable telephone numbers and contact points for each permission on the Contact List (if applicable).
_____ Notes table contains person-specific comments (if applicable).
Signal Verification
The most important part of your business is Event Signaling. This is very crucial to ensuring Day One operations are smooth.
_____ We agree that we reviewed the Alarms passed into Manitou from our receivers.
_____ We reviewed Events presented to Manitou as Activations (*A) then researched how the Alarm presented in our legacy system and reported discrepancies to our Project Manager and Data Conversion Specialist.
_____ We reviewed our Raw Data log (alone or with Bold Group staff) for the Signal and then verified if there were programming lines within the customer or default Transmitter Type records.
_____ We reviewed our DMP signaling events and programmed our defaults or customer records to manage them within Manitou (if applicable).
_____ We reviewed Events presented to Manitou as Unknown Events (**) then researched how the Alarm presented in your legacy system and reported discrepancies to your Project Manager or Data Conversion Specialist.
____ We reviewed the Events received, identified any mismatched Events, and reported the discrepancies to your Project Manager or Data Conversion Specialist.
_____ We reviewed our Partitioned Accounts and verified that Signals are presenting as expected into the Main and Sub Accounts.
____ We reviewed all signaling Events within the Supervisor Workstation and agree that Events are set to acceptable standards for our business practices.
_____ We understand that if an Event presents with an incorrect Transmitter ID, we may have to manually update the applicable Account(s).
Support
Your Manitou Data Conversion Specialist will continue to assist you with any final manual updates following your Go-Live data pass. Data conversion will get your company to about 95% of your data correct within the conversion, it is important to recognize that small adjustments will be necessary to ensure that the last 5% is set to ensure proper functionality within Manitou.
Upon Go-Live, you will receive an electronic copy of our Out-of-Hours support details and definitions. Out-of-Hours support is defined as the inability of operators to process alarms.
Reported Outstanding Items and Resolution:
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Completion:
We agree that we, and our Data Conversion Specialist at Bold Group, reviewed a reasonable random sampling of our Accounts. We reported all discrepancies to Bold Group and are satisfied that our items were adequately addressed. We also understand we will need to do some manual adjustments to perfect our data.
Signature: ____________________________________________________________________________________________
Printed Name: _______________________________________________________________________________________
Company: ____________________________________________________________________________________________
Title: __________________________________________________________________________________________________
Date: __________________________________________________________________________________________________
Which data pass is this review for (i.e. First, Second, Go-Live): _____________________________________
