NEW TECHNICIAN TRAINING REQUIREMENTS

Google Drive

1. How to access files
   

Alarm System

6. Program sensors into panel
   
7. Program changes with panel programming
   
8. Walk test sensors
   
9. Create 1stop account
   
10. Verify signals thru 1stop
    
11. Activate account with ADC and AG
    

ALARM.COM and DEALER SITE ADC

8. Certified tech training
   
9. How to find customers
   
10. Customer history
    
11. Change settings in remote toolkit
    
12. How to swap panel thru app
    
13. How to swap module thru app
    
14. Login to customers account with view only rights and request full access
    
15. How to set up customer
    

HIK NVR

10. Use SADP
    
11. Activating NVR
    
12. Program an NVR with the guide
    
13. Login to an NVR thru same network 
    
14. Login to NVR using a camera port
    
15. Update Firmware on NVR
    
16. How to do playback
    
17. How to save video footage using the scissors clipping icon
    
18. How to save video footage using the download icon
    
19. How to reset admin password through SADP
    

NVR Monitor Setup

6. Login to NVR using a monitor
   
7. Set the Z pattern for future logins
   
8. Turn on WDR on cameras with monitor
   
9. Turn off Video Encryption Mode on a monitor
   
10. How to do playback on a monitor
    
11. How to save video to a usb drive
    

HIK-CONNECT

7. How to login to hik-connect
   
8. Different account emails all with the same 
   
9. How to add an NVR or Camera to our Hik-connect
   
10. How to share a camera site with someone
    
11. How to accept a site when someone else shares it with us
    
12. How to change the DDNS setup when ports are open for faster connection
    
13. How to create a new Hik-Connect account for someone
    

Hik-Connect App

5. How to download app. iPhone on app store.  Android on hik website
   
6. How to log into account.  
   
7. How to view cameras
   
8. How to view playback
   
9. How to record clips  
   

HIK VS PLAYER

3. Download program from hikvisionusa.com
   
4. How to view saved videos
   
5. How to convert the videos to different formats that can be played on other video players
   

CAMERA

1. INSTALLING CAMERAS
   

2. Dome cameras
   
3. Audio Cameras
   

1. Where the microphone is, how to adjust angle
   

3. Bullet Cameras
   

1. Adding the watertight connector on the ethernet connection
   

4. Fisheye
   

4. How to default camera
   
5. How lo log into individual camera
   
6. How to update firmware on individual camera
   

ONVIF Cameras

4. How to login to a different brand camera
   
5. How to change IP address of an ONVIF camera to match the internal IP camera scheme in a hik NVR
   
6. How to turn on ONVIF compliance inside a camera
   
7. How to add an ONVIF admin username and password to make sure it will work inside the HIK NVR
   

HIK DVR

3. How to program DVR
   
4. How to hook up analog coax cameras onto DVR
   
5. How to crimp analog BNC connections onto Coax
   

ZOHO CRM

4. How to find customer
   
5. All the information needed for new installs.
   
6. Update 10 old customers with all the Device information available
   
7. Installation Module
   

1. Add the installer invoice to the correct installation record
   

5. Equipment module
   

1. How to update preprogrammed equipment
   

2. Add notes with MAC number and serial number of NVR 
   
3. Add notes with any other important info
   

6. 
   

ZOHO DESK

4. How to change view
   
5. How to close tickets
   
6. How to update information on ticket and what information is necessary
   
7. How to respond and how to comment on ticket
   

ZOHO ASSIST

1. How to start an assist link with someone else
   

ZOHO FORMS

6. How to fill out, save and submit a Service Order-Desk form
   
7. How to fill out, save and send a Subcontractor- Install Info to a 3rd party tech
   
8. How to fill out, save and submit a Subcontractor- Install for Savi Tech form
   
9. How to fill out, save and submit a Subcontractor- Device Info for Savi Tech form
   
10. How to fill out, save and submit a Savi Tech- Install Form
    
11. How to fill out, save and submit a Savi Tech- Device Information form
    

ZOHO Projects

3. How to find the project for the account you are working on
   
4. How to find the tasks for that project
   
5. How to close tasks that are your responsibility
   

ZOHO People

3. How to login 
   
4. How to request time off
   
5. How to request birthday off
   

IVMS 4200

11. How to log into hik connect accounts
    
12. How to search for NVR
    
13. How to get into NVR settings
    
14. How to make changes in NVR thru 4200 when ports aren’t forwarded.
    
15. 
    

REMOTE INSTALLS FLOW

25. Go over SOW at least 1 day prior to install
    
26. Speak with 3rd party tech about SOW before they get on site, make sure they know what they will be doing. Send them the link to the saved Subcontractor- Install Info form and go over what pics are needed and that they need to fill out the form and submit it
    
27. Speak with 3rd party tech when they arrive on job site.  Go over equipment list to make sure everything is there.  Do a “walkthrough” where all equipment is going so they can ask any questions before they start the install
    
28. Follow up with them every couple hours to make sure they don’t have any questions and see how things are going
    
29. Once they get the NVR hooked up do an Assist session so you can forward ports and set up the NVR network IP settings to match whatever they have onsite.
    
30. Have them plug the Gateway device and make sure it’s online
    
31. Once they have the alarm installed put it on test in 1stop, have them send a couple alarm signals to verify its communicating and then activate it with AvantGuard
    
32. Approve the aiming of each camera with the 3rd party tech.
    
33. Add the NVR and cameras to the VMS once all the cameras have been installed.
    
34. Make sure tech has all equipment installed and approved by you along with SAVI stickers in all the doors and drive thru windows and has cleaned up before letting them leave the job site.
    
35. Receive and then approve the Subcontractor- Install Info form
    
36. Fill out the Subcontractor- Install for Savi Tech and Subcontractor- Device Info for Savi Tech forms.
    
37. Approve forms
    
38. Follow the TRELLO checklist to make sure all information is correct in CRM on the account
    

PORT FORWARDING

27. Show how to login to a modem and forward ports for the NVR
    
28. How to forward ports from 2 different modems.  If they have a Meraki or a secure router the ISP modem will need to forward the ports from the secure router in order for the ports to truly be open
    

GATEWAY

32. How to Flash the firmware onto the SD card
    
33. How to add a Gateway to the account on API
    
34. How to install the Gateway
    
35. How to check on VMS if the gateway is online
    
36. How to reset the Video feed from the Gateway in Balena Cloud
    

VMS

37. How to login to VMS 
    
38. How to view camera sites
    
39. How to playback
    
40. How to save video
    
41. How to run audits
    

API

39. Camera Mapping
    
40. How to add NVR
    

2. Thru open ports
   
3. Thru Gateway device
   

40. How to add individual cameras
    

CRIMPING CABLES

41. Crimp and test successfully 20 cables
    

POS INTEGRATION

45. Verifone integration
    
46. Gilbarco Integration
    
47. Par Brink Integration
    
48. Aloha
    

TRELLO

47. Managing installs / service calls
    
48. Checklists
    

SALTO

67. How to add an IQ to an account
    
68. How to add a lock to an IQ
    
69. How to activate an IQ on the app
    
70. How to remotely lock/unlock a lock from the app
    
71. How to add tags to the site
    
72. How to create users and give them access
    
73. How to add a tag to a user
    
74. How to create access groups
    
75. How to install a geo
    
76. How to install a geo brashbar
    
77. How to install an Escutcheon
    
78. How to install an Escutcheon crashbar
    
79. How to install an IQ 
    
80. How to delete a tag from the account
    
81. How to delete a user from the account
    
82. How to delete a lock from the IQ
    
83. How to replace a lock on an IQ
    
84. How to replace an IQ
    
85. How to delete an IQ to be used on a different account
    
86. What does a pink light mean? flashing red light? solid blue light?
    

Savi Wiki

69. How to access Knowledge base
    
70. How to share files with customers
    

Open VPN

2. How to login to Scooters VPN
   
3. How to login to Hella VPN
   

HELLA

4. How to program the Hella camera
   
5. How to view Hella Cameras through VPN
   
6. How to set up Line Waiting
   
7. How to set up people counting
   

System Health Checks    

3. How to login/track health checks on NVRs
   
4. How to do health checks on alarm systems
   
5. Do 5 health checks on previously installed NVRs
   

TECH SUPPORT CALLS

5. Call ADC tech support on a customer issue
   
6. Call 2GIG tech support on a customer issue
   
7. Call Avantguard tech support to update information for a customer
   
8. Call Salto tech support to troubleshoot Salto issue
   
9. Call HIk tech support with Hik equipment issue
   

1. Have them screenshare into your computer