Portal: Address Book

What this page is for

The layout

• Toolbar: a search box (filters by name, street, or city), + Add address, and a row of filter chips: All, Your location, Your sites, Shared with you, From your orders. Clicking a chip narrows the grid and the map to that kind of entry.

• Map: shows every saved location as a pin; click Hide map / Show map to collapse it.
• Card grid: one card per saved location, showing its name, address, and how many waypoints it has.
• Details drawer: opens when you click a card - shows full details, a badge for what kind of entry it is (You = your own location, Your site = pinned to your account, Shared = shared with you by dispatch, From orders = picked up automatically from your delivered orders), and action buttons (New order to here, Remove) where allowed for that kind. Below them the details, each waypoint, and each waypoint's contacts are editable data sheets: click a value, change it, and press Tab or click away - that one field saves on its own. There is no Edit button and no Save. A field that is not yours to change is shown greyed with the reason when you hover it.
• Inside the drawer: a Waypoints section (add/edit/remove, where allowed) and, per waypoint, its contacts. Removing a waypoint is refused when a SmartBox is assigned to it, or when it is the door another office's portal is set up on - dispatch has to move that first.

Common tasks

1. Add a new address: click + Add address, fill in name and street address (required), city, state, ZIP, and optionally a phone/notes and a first waypoint, then save. The page looks up its map location for you automatically.

1. Find a saved address fast: type into the search box, or scroll the card grid; click a card to open its details.
2. Add a waypoint (the exact door/desk/lab): open a location's drawer, click + Add waypoint under Waypoints, and fill in a label (e.g. "Front desk", "Lab, 2nd floor"), department/floor/suite, door code, and instructions for drivers. Only available on your own and "Your site" locations.
3. Add a site contact: open a waypoint and add a name, phone, and role (e.g. "Lab tech"). Available on every location except ones badged Shared.
4. Order from a saved address: open its drawer and click New order to here (or New order from here if it isn't your own address) - this jumps to the order form with that side pre-filled.
5. Remove an address you added: open its drawer and click Remove (only available on addresses you created yourself).

Things that confuse people

• Editing depends on the badge. On You and Your site locations the details sheet is live: change a value and leave the field, and it saves by itself. If you didn't personally create that entry, Name, Street Address, City, State and ZIP are greyed out - hover one to see why - while Phone and Notes stay yours to edit. Shared locations are entirely read-only. From orders locations are read-only too, but you can still add contacts to their existing waypoints - and edit or remove the contacts your office added there. Contacts someone else added at a From orders location (the site itself, dispatch, or another customer) are shown read-only: that place is not yours, so its people are not yours to re-phone or remove. Adding a contact whose name is already listed there just re-confirms it; it never changes their number. The exception is a location that is another office's own portal site: you can send orders there and see it, but its contacts are that office's to keep, so adding them there is refused.
• Saving is per field, not per form. Each field tells you where it got to: it dims while saving, ticks when the server confirms, and if the change is turned down it puts the reason under the row and puts back the value that is actually on file. Press Esc while typing to abandon a change before it goes.
• The map and the cards catch up when you close the drawer, not on every keystroke - so a name or address you change is reflected on the map once you are done editing.
• Only addresses you personally added can be removed; the others are managed elsewhere or earned automatically from past orders and aren't yours to delete.
• A waypoint is not the same as the building's address - it's the specific spot inside it (a front desk, a lab, a lockbox out back). The help text right on the page explains this: pick one when you place an order so the driver isn't guessing at the door.
• If a new address doesn't show up on the map right away, StatVault may not have been able to place it on the map automatically - it's still saved, and dispatch can pin it by hand.
• Adding an address already in your book (same street and city as one you can already see) doesn't create a duplicate - you'll get a message pointing you to the existing entry instead.
• Removing an address or a waypoint or a contact asks you to confirm first ("Remove ... ?") - once you confirm, it's gone from your book right away.
• A waypoint that has a SmartBox assigned to it can't be removed from here; you'll see a message asking you to have dispatch move the device first.
• If your own site is in a shared building, its card shows only your own access point. A neighbouring practice's door, codes, and contacts at that address never appear here - dispatch ties your spot to its own access point and the rest of the building simply isn't part of your address book.
• Another office's own access point shows no codes. Anywhere in your book, a door that dispatch has set up as another office's portal door still appears (so you can send orders to it) but without its door code, instructions or contacts - those belong to that office.
• A new address only lands under From orders once an order to it has been delivered. Typing an address on an order does not add it by itself; the delivery does, and the book catches up overnight.

Related

• Placing an Order
• Your Account