To modify tray lists
- Select Tray List Management in the Surgical Instrument Management menu.
- Select Tray List > Modify on the Tray Lists page. The Search for Tray List to Modify page is displayed.
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Specify this information:
Note:
To search for all tray lists, leave the fields blank.
- Company
-
Select the company of the tray list that you want to modify.
- Instrument Source
-
Select the instrument source of the tray list that you want to modify.
- Tray List Number
-
Specify the number of the tray list that you want to modify.
- Tray List Name
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Specify the name of the tray list that you want to modify.
- Storage Location
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Select the storage location where the tray is stored.
- Tray List Ref
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Specify the reference number of the tray list that you want to modify.
- Sub-Location
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Select the sub-location where the tray that you want to modify is stored.
- Charge Code
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Specify the charge code for the tray list that you want to modify.
- Service
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Select the department that the tray is associated with.
- Sterilization
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Select the sterilization method of the tray list that you want to modify.
- Color
-
Select the color packaging of the tray list that you want to modify.
- Decontamination
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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.
- Include Inactive Tray Lists
-
Select this check box to include inactive tray lists in the search.
- Containing Item Number
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Specify an item number that is contained in the tray list that you want to modify.
- Bio-test Required
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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 modify.
-
Click Search to display the tray lists that fit your
search criteria. The Choose a Tray List to Modify page
is displayed.
For information about navigating search results, see Navigating search results.
- Click Modify in the row of the tray list that you want to modify. The Modify Tray List Header Information page is displayed.
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Specify this information:
- Tray List Name
-
Specify a descriptive name for the tray list.
- Active
-
Select this check box to indicate if the selected 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
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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
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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.
- Click Next. The Tray List page is displayed.
- Click Edit Header to edit the header information on the Modify Tray List Header Information page.
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Specify this information:
- Group
-
Select the group that the items in the tray list will belong to. A group is 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.
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Select this check box to show the manufacturer number for the item you add to the tray list.
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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.
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Specify this information:
- Group Header Note
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Displays notes for the item group.
Click Add Group Header to specify a note relating to the current item group.
- Sequence
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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
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Use the field next to the sequence number to order the items in the group in accordance to 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 two in the text box and click the Change Order icon to move the item to its correct position.
- Change Group
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Click the G icon to move items to other groups.
- Item Number
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Displays the number for the selected item.
- Show
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Select this check box to show the manufacturer number for the selected item.
- Mfg Nbr
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Displays the manufacturer number for the selected item, if the Show check box is selected.
- Description
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Displays the description of the item as it is displayed in the system.
- Add Comment
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Click Add Comment to specify a comment relating to this item.
- Tracked
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Specifies items that are tracked by the system.
- Qty.
-
Specify the quantity of items that you want to add to the item group.
- Remove
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Click this icon in the row of the item that you want to remove from the item group.
- Click Complete List when you have finished adding items to the modified tray list. The Modify Tray List Process Complete page is displayed.
- Click OK.