Use Internet access to schedule a new visit in VendorStat.
Before You Begin
You must be a registered Scheduler before you can setup visits with VendorStat. For more information, see Scheduler Registration.
1 Login to VendorStat with your user name and ID (see Login To VendorStat).
VendorStat displays the List of Visits screen. This screen provides a list of Vendor Representative visits that you have scheduled. Use this screen to schedule new visits, edit existing visits, or cancel existing visits
The List of Views includes a set of filters that you can use to control what information is displayed in the list.
• Use the Start Date, End Date, and Search button to set a range of dates for the displayed visits.
• Use the Filter by Facility drop-down list to choose one Health System facility. Then, the screen only displays visits scheduled for that facility.
2 Click on the Schedule New Visit button.
VendorStat displays the Select The Visitor screen. Use this screen to enter the company and name of the Vendor you would like to schedule. If you have the Visitor’s VendorStat ID number, you can enter that information, without typing the company name and visitor name.
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Note All Visitors must be registered as VendorStat users. If you are unable to locate the Visitor you are looking for, they may not be a registered VendorStat user, or their VendorStat account may not be current. |
3 Enter the visitor information and click on the Search button to continue.
VendorStat searches the database for registered users that match the information you entered and displays the Choose a Visitor screen. Use this screen to select the registered Vendor Representative for the visit.
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Note If you would like to search for another visitor, click on the Previous button to return to the Select The Visitor Screen. |
4 Select a visitor from the list and click on the Confirm button to continue.
VendorStat displays the Confirm Visitor screen.
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Note If you would like to search for another visitor, click on the Search Again button to return to the Select The Visitor Screen. |
5 When you have found the correct Visitor information, click on the Confirm button to continue.
VendorStat displays the Host Information screen. Use this screen to enter information about the person sponsoring the Vendor Representative’s visit.
6 Enter the Host/sponsor information.
You must include information in all of the required fields.
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Note If you select “Click here to apply Scheduler as the Host” VendorStat automatically fills in the form with your Scheduler account information. However, you will still need to select a location for the visit. |
7 When you have finished entering the Host/sponsor information, click on the Next button to continue.
VendorStat displays the Visit Information screen. Use this screen to enter details about the Vendor Representative’s visit. This screen includes the following fields:
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Form Field |
Description |
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Visit Building / Location |
Use this drop-down list to select the location for the visit. |
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Visit Destination / Information |
Include additional information on the location for the visit. This can include directions, instructions on which entrance to use, location of the security desk, etc. |
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Visit Start Date / Time |
Enter the date and time that the visit is scheduled to begin. |
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Visit End Date / Time |
Enter the date and time that the visit is scheduled to end. |
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Visit Purpose |
Enter a brief description of the purpose for this visit. |
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Access Level |
Use the drop-down list to select the Access Level required for this visit (for more information, see Access Levels). |
8 Enter the Visit information.
You must include information in all of the required fields.
9 When you have finished entering the Visit information, click on the Schedule Visit button to continue.
VendorStat displays the Visit Registration Summary screen. Use this screen to review the information you entered. VendorStat automatically sends a confirmation E-mail message to the Host, Visitor, and Scheduler. This screen includes the following controls:
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Control |
Description |
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Print Button |
Click on the Print button to send the information on the screen to your default printer. |
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If you need to register another visitor, please click here. |
Select this option if you would like to schedule another visit. This starts the scheduling process over, see stepp3. |
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If you need to edit this scheduled visit, please click here. |
Select this option if you would like to change any of the information in the visit you just scheduled. This starts the editing process (see Edit a Visit). |
