The order is the unit of work
Everything in StatVault is built on the order. An order is one job: pick something up at one place and deliver it to another place. Each order has a number, a type such as STAT or Routine, a Ready time, a Due time and a number of Pieces.You will see the word "order" everywhere. You will not see the words "task" or "job". They mean the same thing, but StatVault only uses "order".
An order moves through these steps:
- Ordered. The order exists but nobody is on it. It sits in Unassigned on the Dispatch Board.
- Dispatched. A dispatcher has assigned a driver.
- Confirmed. The driver has accepted the order in the driver app.
- Picked up. The driver has the specimen.
- Delivered. The order is done. It moves to the Done tab.
Assign is not Confirm
These two words look similar but mean different things.- Assign is something you do. You pick a driver and press Assign Driver. The order becomes Dispatched.
- Confirm is something the driver does. The driver opens the order in the app and accepts it. The order becomes Confirmed.
An account is who's billed; a site is where a driver goes
Every order belongs to a customer account - the CXT account number that gets billed for it. That is a different thing from a site, which is a building a driver actually visits. One account can own many sites: a hospital system's main lab plus a dozen satellite draw stations, all billing to the same account number but each a separate stop on the map. Door codes, access notes, and waypoints live on the site's own building record; who to call, what the account is allowed to order, and its recent activity live on its Customers record. Don't confuse the two when tracking down "why did this order bill to the wrong place" - check the account on the order, then check which site it actually went to.Pricing is authored per customer account, not per order - see Pricing Zones. It's shadow-only for now, so it has no effect on what an order actually bills.
A route is a driver's grouped stops for a day
Some work does not arrive as single orders. A route is a set of stops that one driver runs in order on a given day, such as a morning lab run that visits eight clinics. Each stop is one place the driver goes.Most routes come from CXT, the dispatch system that feeds StatVault. They show up on the Routes page with their stops, their driver and how many stops are done.
Dispatchers can also build routes inside StatVault. Open Route Planner, press + New Route to build one from scratch, or clone a CXT route from the library. From Route Planner you can post a route to today or push it to CXT.
If a driver cannot finish a route, use Reassign to move the remaining stops to another driver.
Manifests
A manifest is one driver's list of work for a day. The Manifest page shows it order by order. The Ops Manifest page shows the same day in more detail.Things that confuse people
- An order with a driver's name on it is not necessarily confirmed. Look for the Unconfirmed marker.
- A route and an order are different things. An order is one pickup and one delivery. A route is many stops for one driver.
- Delivered orders leave the main board. Look in the Done tab.
- STAT orders are urgent. Non-STAT orders are grouped separately so STATs stand out.