Adding tray lists

The Add New Tray List Information page is displayed.

Company

Select the company to which you want to add the tray list.

Instrument Source

Select the instrument source from which the items for the tray list come.

Tray List Name

Specify a descriptive name for the tray list.

Peel Pack

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

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. Some companies use color coding to identify service types. If you do not use color coding on your trays, leave this field blank.

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.

Header Note

Specify details or any special instructions to appear in the header.

Footer Note

Specify details or any special instructions to appear in the footer.

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. Make sure that you specify a location that can be accessed by Surgical Installation Management—usually the network drive on which the application is installed.

Click View Image to preview the image.

Note: 

Only JPEG in RGB format is supported.

The Tray List page is displayed.

Group

Select the group that the items in the tray list will belong to. A group categorizes items into different physical section of the tray.

You need to first add groups in the List Values procedure to create available groups. See Adding tray list values for more information.

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.

If you are unsure of the item number, click Search for Item and follow the steps in Searching for items to add to tray lists.

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. Use this when a surgeon wants to use a specific brand of instrument. For generic items, leave the field empty.

To search for an item to add to the tray list, see Searching for items to add to tray lists.

The item is added to the tray list.

Group Header Note

Displays notes for the item group.

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

Seq

This field shows 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.

Use the Seq field next to the index 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 two in the text box and click the Change Order button to move the item to its correct position.

Item Number

Displays the number for the selected item.

Show

Select this check box to show the manufacturer number for the selected item in the tray assembly and on the count sheet.

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 for the items.

Remove

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

The Modify Tray List Header Information page is displayed.

Tray List Name

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

Active

Displays the activity status of the tray list.

Storage Location

Select the storage location where the tray list is stored.

Charge Code

Specify the charge code associated with the tray list.

Sterilization

Select the sterilization method of the tray list.

Tray List Ref.

Specify the reference number for the tray list.

Service

Select the service of the tray list.

Color

Select the color packaging of the tray list.

Header Note

Specify details or any special instructions to appear in the header.

Footer Note

Specify details or any special instructions to appear in the footer.

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. Make sure that you specify a location that can be accessed by Surgical Installation Management—usually the network drive on which the application is installed.

Click View Image to preview the image.

Note: 

Only JPEG in RGB format is supported.

The Add New Tray List Process Complete page is displayed.