Manage Visits

Owned by Tracy Archuleta
Last updated: May 04, 2022 by Emily Goleski
2 min read

Assign Visits

Search for / Un-assign an Existing Visit

From the Synar Tracking page:

  1. Click on the Take Action button underneath the Assign Visits icon.

  2. Enter an Outlet ID.

  3. Enter a Merchant Name.

  4. Enter a Vendor Name.

  5. Select a Visit Type from the drop-down list.

  6. Select a Fiscal Year from the drop-down list.

     

  7. A list of Visits is displayed. 

  8. Click the teal Terminate Assignment button to remove that assignment.

Assign a new Visit

  1.  Click on the Take Action button underneath the Assign Visits icon.

  2. Click the Assign Visit button.

  3. Select Merchant from the drop-down list.

  4. Select Vendor from the drop-down list.

  5. Select Visit Type from the drop-down list.

  6. Select Fiscal Year from the drop-down list.

 

Visit History

View a Completed Visit

  1. Click on the View button underneath the Visit History icon.

  2. A list of all visits marked as ‘conducted’ or ‘not conducted’ is displayed.

  3. Click the teal View Result link to see the results of the visit in hard copy format.

     

Reset a Conducted Visit

  1. Click on the View button underneath the Visit History icon.

  2. A list of all visits marked as ‘conducted’ or ‘not conducted’ is displayed.

  3. Click the teal Reset Visit link.

  4. The visit will reappear in the “Assigned Visits” section for Synar Providers.