Transferring instruments, trays, batches, and carts

Use this procedure to transfer instruments, case carts, batches, or assemblies to a location using the application interface.

To transfer using the application

  1. Select Transfer from the Surgical Instrument Management menu. The Transfer Destination Location page is displayed.
  2. Specify this information:
    Company

    Select the company of the items you want to transfer.

    Location

    Select the location of the items you want to transfer.

    Sub-Location ID

    Select the sub-location where the tray is stored.

    Location Bar Code

    Specify the location ID of the location receiving the transfer.

    Transfer to Default Location

    Select to transfer trays and instruments to their default locations.

  3. Click OK. The Enter Items for Transfer page is displayed.
  4. Specify an instrument ID, assembly ID, case cart ID, or batch ID in the Item ID field.
  5. Press Enter to add the ID to the list for transfer.

    Alternatively, Scan an instrument ID, assembly ID, case cart ID, or batch ID in the Item ID field.

  6. Continue entering or scanning IDs of the same ID type that was entered or scanned above.
  7. To remove an ID from the list of scanned IDs for transfer, click Clear next to the appropriate ID.
  8. Click Done.
    Note: 

    If Tray Assembly is configured to display Sterilization Warning upon transfer, a warning message will prompt user if the ASID has not been sterilized.