Create an alarm takeover work order
Document existing third-party equipment and apply takeover-specific workflow rules.
Before you start
- •Verified customer and property
- •Known existing-system details
- •Takeover scope approved
You will finish with
- •A takeover-specific work order exists and the technician is prompted to document existing equipment.
Safety and data checks
- • Do not label a takeover as a new install; validation, equipment capture, warranty wording, and contract term differ.
Complete the task
- 1Enter information
Check existing customer and system
Open the customer and property first, checking for an existing alarm system, account number, contract, or open takeover job.
- 2Select
Start a takeover job
Open Work Orders, choose New Work Order, select Alarm, and choose Alarm takeover rather than new installation.
- 3Enter information
Record known existing equipment
Enter available panel brand and model, keypad details, communicator, zones, account status, and access limitations without inventing unknown values.
- 4Enter information
Define takeover scope
Describe what remains, what RedFlag Security will replace or reprogram, monitoring responsibilities, and any deferred signal-test condition.
- 5Verify
Confirm takeover contract defaults
Verify the takeover monitoring agreement and intended term, fees, no-warranty wording, and start conditions before field work.
- 6Verify
Review takeover-specific wizard
Open the created job and confirm the wizard asks the technician to document existing panel, keypads, zones, communication, and deferred exceptions.
If something does not look right
The expected button or field is not visible.
Confirm the record status, your role, and the selected tab; unavailable actions are often intentionally gated by those conditions.