How to Raise a Contractor/Visitor Screening Record
Note: Medical Screening Programmes must be set up first in the Medical Screening module before a Contractor/Visitor Screening Record can be created. Click here to access the article on setting up a Medical Screening Programme.
A Contractor/Visitor Screening Record can be added in three ways. Below are the steps that must be carried out in order to add a Contractor/Visitor Screening Record. Expand each step below for further explanation.
Option 1: Using the 'Add Screening>Contractor/Visitor Screening' Button within the Medical Screening Module
To manually add a Contractor/Visitor Screening Record in the Medical Screening module, navigate to the Medical Screening module via 'PRP Control>Medical Screening' and click the 'Add Screening>Contractor/Visitor Screening’ button.
Image: Navigation to Medical Screening Module, and Click 'Add Screening>Contractor/Visitor Screening' Button
A pop up will appear on screen prompting you to select the Medical Screening Programme for which you wish to add the Contractor/Visitor Screening Record. Using the dropdown, or typing into the box, source your preferred Medical Screening Programme and click 'Create'.
Image: Medical Screening Programme Pop-Up Screen
Image: Selecting the Medical Screening Programme to create the Contractor/Visitor Screening Record from
Image: Clicking the 'Create' Button to generate a New Contractor/Visitor Screening Record
Once created, the Contractor/Visitor Screening Record will open on the Questionnaire workflow stage. However, the Record will not be placed into the 'Actions' tab until you have clicked either the 'Save' or 'Save and Submit' buttons.
Image: Blank Contractor/Visitor Screening Record
Note: For further explanation on how to complete the three Workflow Stages of the Contractor/Visitor Screening Record, see here.
Option 2: Using the 'Actions>Add Record' Buttons of a Specific Medical Screening Programme
To manually add a Contractor/Visitor Screening Record from a Medical Screening Programme, navigate to the Medical Screening module via 'PRP Control>Medical Screening', access the 'Plan’ tab and locate the Medical Screening Programme you wish to raise the Record from.
Image: Navigate to the Medical Screening Module, Access 'Plan' Tab and Locate the Medical Screening Programme
Once you have access the Medical Screening Programme, by clicking on the Name, use the 'Action>Add Record' buttons to open a Contractor/Visitor Screening Record.
Image: Using the 'Actions>Add Record'
Once created, the Contractor/Visitor Screening Record will open on the Questionnaire workflow stage. However, the Record will not be placed into the 'Actions' tab until you have clicked either the 'Save' or 'Save and Submit' buttons.
Image: Blank Contractor/Visitor Screening Record
Note: For further explanation on how to complete the three Workflow Stages of the Contractor/Visitor Screening Record, see here.
Option 3: Using the 'Scheduler' within the Medical Screening Programme
If the Scheduler has been set within the Medical Screening Programme, Contractor/Visitor Screening Records will be automatically generated by the system at the frequency detailed.
Note: For further explanation on how to set up the Scheduler within the Medical Screening Programme, see here.
Image: Medical Screening Programme - Scheduler Details
Contractor/Visitor Screening Records generated via a Scheduler will be placed in the 'Actions' tab of the Medical Screening module and opened in the Questionnaire workflow stage.
Image: Contractor/Visitor Screening Record Generated via a Scheduler in Actions Tab of the Medical Screening Module
Image: Contractor/Visitor Screening Record Ready to be Completed (First Workflow Stage Saved - Record Created)
Note: For further explanation on how to complete the three Workflow Stages of the Contractor/Visitor Screening Record, see here.
Related User Guide Articles
- How to Add a Medical Screening Programme