Cloning tray lists

If you need to create a new tray list, and you know that the system already includes a similar tray, use the Clone function to quickly create a duplicate.

See Tray list, Tray ID, Peel pack for more information.

  1. Select Tray List Management in the Surgical Instrument Management menu.
  2. Select Tray List > Clone on the Tray Lists page.

    The Select Location for New Tray List is displayed.

  3. Specify this information:
    Company

    Select the company where you want to clone the existing tray.

    Instrument Source

    Select the instrument source where you want to clone the existing tray.

  4. Click Enter. T

    he Search for Tray List to Clone page is displayed.

  5. Specify this information:
    Note: 

    To search for all tray lists, leave the fields blank.

    Company

    Select the company you where the tray list is that you want to clone.

    Instrument Source

    Select the instrument source location where the tray list is that you want to clone.

    Tray List Number

    Specify the number for the tray list that you want to clone.

    Tray List Name

    Specify the name of the tray list that you want to clone.

    Storage Location

    Select the storage location where the tray that you want to clone is stored.

    Tray List Ref

    Specify the reference number for the tray list that you want to clone.

    Sub-Location

    Select the sub-location where the tray that you want to clone is stored.

    Charge Code

    Specify the charge code associated with the tray list that you want to clone.

    Service

    Select the service of the tray list that you want to clone.

    Sterilization

    Select the sterilization method of the tray list that you want to clone.

    Color

    Select the color packaging of the tray list that you want to clone.

    Decontamination

    Set up a decontamination unit that the system uses to automatically check if a Tray goes through a correct decontamination unit by displaying a message during Decontamination.

    Containing Item Number

    Specify an item number that is contained in the tray list that you want to clone.

    Bio-test Required

    If a tray list requires a bio-test, the system will display a warning message during creation of a sterilization load that an assembly needs a bio-test. If an assembly did not go through a bio-test, it will not be included in the sterilization load.

    Peel Pack

    Select this check box to search for a peel pack that you want to clone.

  6. Click Search to display the items that fit your search criteria. The Choose a Tray List to Clone page is displayed.

    For information about navigating search results, see Navigating search results.

  7. Click Clone in the row of the tray list that you want to clone.
    Note: 

    The system validates that all Procurement item numbers exist in the new tray list instrument source. If they do not exist in the instrument source you chose, a message is displayed listing the items that do not exist in the instrument source and prompts you to add them add them to the instrument source location. The Edit New Tray List Information page is displayed.

  8. Specify this information:
    Tray List Name

    Specify a descriptive name for the tray list.

    Active

    Select this check box if the tray list is active.

    Storage Location

    Select the storage location where the tray is stored.

    Charge Code

    Specify the charge code associated with the tray.

    Sub Location

    Select the sub-location of the storage location if applicable.

    Sterilization

    Select the sterilization type the tray receives after use.

    Tray List Ref

    Specify an alternate identification for the tray list.

    Decontamination

    Set up a decontamination unit that the system uses to automatically check if a Tray goes through a correct decontamination unit by displaying a message during Decontamination.

    Service

    Select the department that the tray is associated with.

    Color

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

    Bio-test Required

    If a tray list requires a bio-test, the system will display a warning message during creation of a sterilization load that an assembly needs a bio-test. If an assembly did not go through a bio-test, it will not be included in the sterilization load.

    Peel Pack

    Select this check box if the tray list is a peel pack.

    Header Note

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

    Footer Note

    Specify details of any special instructions to finish the tray assembly.

    Image Location

    Specify the path for the image that you want to associate with the tray list. You can also click Browse to search for the image on your computer.

    Click View Image to preview the image.

    Note: 

    Only JPEG in RGB format is supported.

  9. Click Next. The Tray List page is displayed.
  10. Click Edit Header to edit the header information on the Modify Tray List Header Information page.
  11. Specify this information:
    Group

    Select the group that the items in the tray list will belong to. A group is a cluster of items that is separated from the rest of the items in the tray assembly.

    Item Number

    Specify the full item number of the item to add to the tray list. The item number is a unique identifier that is assigned by the application when the item is created.

    Qty.

    Specify the quantity of the item that you want to add to the tray list.

    Display Mfg. Nbr.

    Select this check box to show the manufacturer number for the item you add to the tray list.

  12. Click Add Item to add the item to the tray list. The item is added to the tray list.

    If you do not know the item number, click Search for Item and follow the steps in Searching for items to add to tray lists

  13. Specify this information:
    Group Header Note

    Displays notes for the item group.

    Click Add Group Header to specify a note relating to the current item group.

    Sequence

    This field displays the order in which the items for the group are organized. All items and groups should be listed in the order they should be assembled.

    Move Item

    Use the field next to the sequence number to order the items in the group in accordance with the tray list assembly process. If an item in a group should not be assembled first for that group but should be assembled second, specify 2 in the text box and click the Change Order (curved arrow) icon to move the item to its correct position.

    Change Group

    Click the G icon to move items to other groups. See Searching for items to add to tray lists for more information.

    Item Number

    Displays the number for the selected item.

    Show

    Select this check box to show the manufacturer number for the selected item.

    Mfg Nbr

    Displays the manufacturer number for the selected item, if the Show check box is selected.

    Description

    Displays the description of the item as it is displayed in the system.

    Add Comment

    Click Add Comment to specify a comment relating to this item.

    Tracked

    Specifies items that are tracked by the system.

    Qty.

    Specify the quantity of items that you want to add to the item group.

    Remove

    Click this icon in the row of the item that you want to remove from the item group.

  14. Click Complete List when you have finished adding items to the tray list clone. The Add Tray List Process Complete page is displayed.
  15. Click OK.