To assemble trays by bulk scanning items

  1. Select Tray Assembly in the Surgical Instrument Management menu.
  2. Select Assemble Tray on the Tray Assembly page. The Enter Tray Information page is displayed.
  3. Specify this information:
    Company

    Select the company where the technician assembles the tray.

    Assembly Location

    Select the location where the technician assembles the tray.

    Tray ID

    Specify the five-digit identification number attached to the tray that the technician assembles.

  4. Click Enter. The Tray List page is displayed.
  5. Scan the item using the handheld device.

    The item is added to the tray list.

    Note: 

    If the quantity scanned is more than one for the item, the individual instruments will be listed beneath the item description.

  6. Identify the group and sort position for the scanned item.
    Note: 

    Click Print to print the tray list to assemble the tray away from the computer screen. You can also print the tray assembly attachment.

  7. View item details, record exceptions, log additional information, add notes, or put the tray on hold, if needed to. For more information, see To record overage exceptions, To replace damaged, missing, or usage limit reached items, To substitute damaged, missing, or usage limit reached items, To remove damaged, missing, or usage limit reached items, To add assembly line notes, and To hold trays.

    For information on logging exceptions against tracked instruments, see Exceptions logged for tracked instruments

  8. Click Complete when you are done assembling the tray.
    Note: 

    If the company/location is tagged as a verify assembly location, a message informing user that the transaction will be submitted for verification is displayed. A printer dialog messge is displayed, allowing users to print the tray assembly attachment. The Count Sheet preview page also is displayed. Another printer dialog message allows users to print the assembly sheet, without generating an assembly ID.

    If the company/location is not tagged as a verify assembly location, a printer dialog is displayed to allow users to print the tray assembly attachment. The Count Sheet preview page also is displayed. Another printer dialog appears to allow users to print the assembly sheet and assembly label.

    Assembly transactions may not be submitted for completion or verification if items in the tray are not tagged as placed in tray.

  9. Click Print to print the tray list.
  10. Click Done to return to the Tray Assembly main page.