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Project Manager Guide

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You’ve Just Submitted Your DECK Purchase Order... (what now?)

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Immediate To-Do
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1.png Complete entire DECK site survey form.

  • DECK cannot begin to process your order until the site survey form is completed.
  • Your lead time does not begin until the site survey form is completed.
  • Site survey form can be found here: http://www.deckmonitoring.com/site_survey/

2.png Provide accurate Technical Contact information to your DECK sales agent.

  • The Technical Contact will be the Point of Contact for all communications regarding the correctness of hardware orders.
  • This person will be contacted for all Requests for Information, as well as any questions DECK Support may have for the deployment of your site.
  • Please be sure to include current email address and phone number for Technical Contact.

3.png Provide accurate Accounting Contact information to your DECK sales agent.

  • The Accounting Contact will be the Point of Contact for all communications regarding billing and other accounting-related issues.
  • Please be sure to include current street address for the correct department responsible for accounts payable at your organization.
  • Please be sure to include current email address and phone number for Accounting Contact and
  • for the manager of your Accounting Department.

4.png Provide accurate Installer Contact information to your DECK sales agent.

  • The Installer will be the Point of Contact for all communications regarding the actual installation of your monitoring system hardware.
  • Please be sure to include current email address and phone number for Installation Contact.

5.png Consider adding OTIS service to your monitoring purchase.

  • OTIS (On-site Technical Installation Service) sends a trained DECK support agent to your site to provide oversight and instruction for your monitoring installation.
  • This service is a great opportunity for installers to receive training in the technical aspects of installing and con�guring web-based monitoring. Highly recommended for installers who have not yet worked with DECK Monitoring.
  • DECK support agents are not certifi�ed electricians. They are not allowed to provide any hands-on installation services. You must still contract with a licensed and competent electrical installer to complete your installation.

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Future To-Do

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1b.png Acquire contact information for the System Administrator of the local area network.

  • Most projects will send system data to DECK servers through the existing web network at the project site.
  • The existing web network at the project site is controlled by a local area network System Administrator. You must contact the business or organization in occupancy at the project site to acquire contact information for the local area network System Administrator.
  • Your installer will need the following pieces of information from the System Administrator in order to properly con�gure monitoring hardware devices during the installation:
    • Valid IP address for the local network
    • Subnet mask
    • DNS IP address
  • Proper internet communications for your monitoring system may be complicated by software installed on the local area network, including �firewalls and other security software. (Secured networks, such as government offices and military bases, can present particular challenges for web-based communications.) The local area network System Administrator is the only person who will be able to address these types of issues. DECK support agents are powerless to modify software settings on the local area network.
  • For specific information on firewall configuration requirements for Acquisuite gateways, please refer to the following document:  http://www.obvius.com/sites/uat.obvius.com/files/TN13-DataUploadThroughFirewalls.pdf

2b.png Consider customization options for your system Dashboard.

  • You may choose to apply a range of standard customization options for your system Dashboard, including placing a logo, adding photos and text, and changing gauge colors. You may also choose to discuss additional customization options that require added charges. Your full range of customization options are covered in this web article: http://support.deckmonitoring.com/entries/21700971-deck-dashboard-customizations
  • In order to implement any Dashboard customizations, someone associated with the project will have to contact the DECK Monitoring support team (503-224-5546, available weekdays from 8 AM to 5 PM PST). This person will have to provide any needed fi�les, such as a logo, photos, or text �files.
  • In most cases, Dashboard customizations feature the name, logo, etc of your customer, the system host. It is typically the business or organization in occupancy at the project site who must provide DECK with logo �files, photos, etc.
  • You must decide whether you would like to put your customer in direct contact with DECK in order to implement Dashboard customizations, or if you do not want your customer to be in direct communication with DECK support. If you do not want your customer to communicate directly with DECK, then any Dashboard customizations will require that you coordinate the process of acquiring logo, photos, and text �files from your customer and providing those materials to DECK support.

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You've Just Completed Your DECK Site Survey... (what now?)

deck_does.png DECK Does
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1p.png Based on your site survey, DECK builds the order for your monitoring hardware.

  • Information in your site survey determines size and configuration for some hardware devices including CTs and power sources.
  • DECK will consult with you if information in the site survey suggests any significant departure from the system hardware specifics outlined in your Purchase Order. If such discrepancies arise, your lead time will not begin until we have completed a consultation with you to resolve the issues.
  • This placed order now becomes your project Bill of Materials.

2p.png DECK may also contact you if information in your site survey suggests any special requirements or circumstances for your system that have not yet been discussed.

  • If any issues arise, your lead time will not begin until we have completed a consultation with you to resolve the issues.

3p.png DECK will send an invoice to your designated Accounting Contact.

  • The updated Bill of Materials for your order will be included with the invoice.
  • Your order cannot proceed if DECK does not have Accounting Contact info from you.
  • If you have any questions about your invoice, please contact the DECK Accounting Department (503-224-5546 or ar@deckmonitoring.com)

4p.png DECK adds your itemized Bill of Materials to the Logistics tab within your Admin Panel.

  • This information will include estimated shipping dates for all hardware devices.
  • You can access your Admin Panel by using the “Customer Login” link in the upper right-hand corner of the DECK Monitoring website (password required).
  • If you are a first-time DECK customer who does not yet have an Admin Panel, contact DECK support (503-224-5546) to launch your Admin Panel interface.


green_todo.pngImmediate To-Do

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1.png After you have received your invoice, promptly submit your down payment.

  • DECK will not ship your order until your down payment has been received and processed by our Accounting Department.
  • Please follow payment instructions as found on your invoice.
  • Please reference your 6-digit DECK Job Number with your payment.

 

 

file_folder.pngImportant Documents

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1y.png One-line diagram specific to your project

  • Attached to this email 

 

2y.pngSoftware User Manuals

  • http://support.deckmonitoring.com/entries/21159421-software-guides

 

3y.png General Installation Guide

  • http://support.deckmonitoring.com/entries/21159852-installation-guide

4y.pngRelevant Hardware Installation Appendices

  • Attached to this email

 

5y.png Dashboard Customization Guide

  • http://support.deckmonitoring.com/entries/21700971-deck-dashboard-customizations

 

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You’ve Just Submitted Your Down Payment... (what now?)

 

 

deck_does.pngDECK Does

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1p.png DECK configures your hardware devices for communication with DECK data servers.

  • This process reduces the configuration duties that installer must complete during the installation process.

2p.png DECK ships your hardware devices.

  • Your hardware shipment will include the following printed materials:
    • Packing Slip
    • Field Installation Manual
    • Applicable Hardware Installation Appendices
  • DECK provides regular ground shipment via common carrier of our choice.
  • These shipping costs are covered by DECK.
  • Any additional costs associated with shipping are the sole responsibility of the client.

3p.png DECK adds your shipment tracking information to the Logistics Tab in your Admin Panel.

  • You can access your Admin Panel by using the “Customer Login” link in the upper right-hand corner of the DECK Monitoring website (password required).
  • If you are a first-time DECK customer who does not yet have an Admin Panel, contact DECK support (503-224-5546) to launch your Admin Panel interface.

 

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Immediate To-Do
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1.png Prepare to receive hardware shipment.

  • Please be sure that your shipping address can accept deliveries by common carriers.
  • Please be sure that authorized personnel will be available to provide signature at time of delivery.

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Important Documents

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1y.png Field Installation Guide

  • http://support.deckmonitoring.com/entries/21159852-installation-guide

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You’ve Just Received Your Hardware Shipments... (what now?)

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Immediate To-Do

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1.png Signature is required for all hardware shipments at time of delivery.

  • Please be sure that authorized personnel will be available to provide signature at time of delivery.

2.png Verify the contents of all packages within 24 hours of receipt.

  • Notify us within 24 hours if there are any problems with your shipment. This includes damaged components, items missing from the shipment that are listed on the packing slip, or items received that were not specified for the installation location.
  • Notifications should be sent via email to support@deckmonitoring.com.

3.png Install your monitoring hardware.

  • Follow all instructions from the DECK Field Installation Guide and applicable Hardware Installation Appendices (as provided by DECK).
  • Please ensure that all applicable installation materials are received by your installer prior to the date of installation.

4.png Configure your monitoring hardware for proper communications.

  • Follow all instructions from the DECK Field Installation Guide and applicable Hardware Installation Appendices (as provided by DECK).
  • Please ensure that all applicable installation materials are received by your installer prior to the date of installation.

5.png Check to be sure that hardware is reporting to DECK data servers and that data is displaying correctly in your DECK web displays.

  • Follow all instructions from the DECK Field Installation Guide and applicable Hardware Installation Appendices (as provided by DECK).
  • Please ensure that all applicable installation materials are received by your installer prior to the date of installation.

6.png Commission your monitoring system and complete the DECK Commissioning Form.

  • Thorough site commissioning at the time of install will help avoid unnecessary return trips to the project site, and will greatly expedite any future troubleshooting activities.

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Important Documents

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1y.png DECK System Commissioning Form

  • http://support.deckmonitoring.com/entries/21345693-commissioning-form
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You’ve Just Installed Your Monitoring Hardware... (what now?)

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Immediate To-Do

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1.png Contact DECK support to implement any desired Dashboard customizations.

  • You may choose to apply a range of standard customization options for your system Dashboard, including placing a logo, adding photos and text, and changing gauge colors. You may also choose to discuss additional customization options that require added charges. Your full range of customization options are covered in this web article: http://support.deckmonitoring.com/entries/21700971-deck-dashboard-customizations
  • In order to implement any Dashboard customizations, someone associated with the project will have to contact the DECK Monitoring support team (503-224-5546, available weekdays from 8 AM to 5 PM PST). This person will have to provide any needed files, such as a logo, photos, or text files.
  • In most cases, Dashboard customizations feature the name, logo, etc of your customer, the system host. It is typically the business or organization in occupancy at the project site who must provide DECK with logo files, photos, etc.
  • You must decide whether you would like to put your customer in direct contact with DECK in order to implement Dashboard customizations, or if you do not want your customer to be in direct communication with DECK support. If you do not want your customer to communicate directly with DECK, then any Dashboard customizations will require that you coordinate the process of acquiring logo, photos, and text files from your customer and providing those materials to DECK support.

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DECK Does
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1p.png DECK conducts Quality Assurance check on your site.

  • DECK support personnel will examine your system interfaces to ensure that data is reporting, and that data values fall within acceptable ranges for your system configuration.
  • While your system is in the QA process, you will see a QA process notification in your Admin Panel (but not in your Dashboard). This notification will be removed when our QA process is completed.
For a complete glossary of terms used in this document, please see our PM Glossary.

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