Assembling loaners

Use this procedures to create headers for existing tray lists that are used as loaner or temporary trays.

To assemble loaners

Select Tray Assembly from the Surgical Instrument Management menu.
Select Assemble Loaner on the Tray Assembly page.

The Enter Loaner Tray Information page appears.
Consider the following fields.

Note:
You can assign a specific company and assembly location as default settings in Default Locations.

Company

Select the company where the tray exists that you want to use as a loaner.

Instrument Source

Select the instrument source for the tray that you want to use as a loaner.

Note:
Although the instruments for a loaner tray may have come from a vendor, you must select the instrument source to group the loaner tray with other processes at the instrument source.

Assembly Location

Select the location where the tray you want to use as a loaner is assembled.

Tray ID

Enter the ID of the tray that you want to use as a loaner.
Click Enter.

The Add Header Information for Loaner page appears.
Consider the following fields.

Tray List Name

Enter a descriptive name for the tray list.

Storage Location

Select the storage location where the tray is stored.

Sub-Location

Enter or select the name of the sub-location for the tray.

Tray List Ref.

Enter an alternate identification for the tray list.

Color

Select the type of color packaging or signifier used to distinguish the tray. This usually refers to the tape color on an instrument.

Sterilization

Select the sterilization type the tray receives after use.

Service

Select the department that the tray is associated with.

Header Note

Enter details of any special instructions on starting the tray assembly.

Footer Note

Enter details of any special instructions to finish the tray assembly.
Click Complete when you are finished adding header information.

The system prints an assembly label, and an exception label if exceptions exist.
Click Done.