Add a vendor lockout

Adding a vendor lockout prevents a vendor from being able to check in at a facility. You can create a vendor lockout indefinitely or for a specific time period.

Note To add a vendor lockout, you need access to the Lockout Managers role. To request access, contact a facility administrator.

To add a vendor lockout

1. Go to a vendor's profile.
2. Select the Lockout tab.

3. Select New Vendor Lockout > Yes.

   The lockout is not active yet. Continue to the next step.

4. On the new lockout at the top of the Lockout History list, select View.

5. Select Active.
   If you don't configure any other options, the lockout begins immediately and continues indefinitely.

   

6. To set a specific start date and end date for the lockout, configure these options:
   • Starts: select the date and time you want the lockout to start
   • Ends: select the date and time you want the lockout to end
   • Auto Activate: select the checkbox to apply the Start date
   • Auto Deactivate: select the checkbox to apply the End date
   • Notify Vendor on Auto Activate: select the checkbox to notify the vendor on the start date that the lockout has started
   • Notify Vendor on Auto Deactivate: select the checkbox to notify the vendor on the end date that the lockout has ended
7. Add any facility or public notes:
   • Facility notes: notes that are visible to only facility staff
   • Public notes: notes that are visible to the vendor if you have selected the vendor to be notified about a lockout
8. To manually notify the vendor about the lockout, select Notify Vendor. A notification and the notes entered in the Public Notes field are immediately sent to the vendor.
9. To view previous vendor lockouts for this vendor, select View Logs.