To add an item as new

  1. Select Item Management in the Administration menu.
  2. Select Items > Add on the Item Management page. The Add Item : Step 1 page is displayed.
  3. Specify this information:
    Item Group

    Select the item group to search for a group of items associated with your company.

    Manufacturer Name

    Select either SIM Manufacturers or Procurement Manufacturers to choose a manufacturer category. Select the name of the manufacturer to search for items from a particular manufacturer in the selected group.

    Manufacturer Number

    Specify the catalog number to search for items from a particular manufacturer.

    Item Description

    Specify an item description to search for a specific item.

  4. Click Next to display the items that fit your search criteria. The Add Item : Step 2 page is displayed.
  5. Click Add As New. The Add Item : Step 3 page is displayed.
  6. Specify this information:
    Manufacturer Name

    Select the name of the manufacturer for the item.

    Manufacturer Number

    Specify the number of the manufacturer for the item.

    Item Description

    Specify the description of the item as you want it to appear in the Surgical Instrument Management application.

    Usage Limit

    Specify the number of times an instrument may be used. Number should be between 1 and 9999

    Image

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

    Note: 

    Only JPEG in RGB format is supported.

  7. To use the item in a specific Location, click Add Item to Location in the Item in Locations section. To track item in a specific location (but not all locations), click Add Item to Location.

    The Item in Location window shows the General tab.

    Note: 

    To track the item in all locations, check Instrument Tracking is enabled in each Location.

  8. Specify this information:
    Company

    Select the name of the company for the item.

    Instrument Source

    Select the name of the source for the item.

    Sub-Location

    Specify the name of the sub-location for the item or search for it through the Find button.

    Local Item Description

    Specify the description of the item as it is displayed in instrument source location.

    Image Location

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

    Note: 

    Only JPEG in RGB format is supported.

    Cost

    Specify the cost of the item.

    Instrument Tracking is enabled during Assembly

    Click to track instruments during assembly. This will already be checked if you activated Instrument Tracking is Enabled in each Location check box on the Add Item: Step 3 page.

  9. To add instruments in a location, select the Instruments tab in the Item in Location popup window.
    Note: 

    Instrument Tracking is enabled during Assembly check box must be selected to enable the Instruments tab.

    The Instruments tab of the Item in Location popup window is displayed.

  10. Specify this information:
    Add New ID

    Click to add a new instrument to the list.

    Inactivate All

    Click to make all listed instruments not available for use.

    Show active instruments only

    Select to display only active instruments in the list.

    Reset

    Click to reset Usage Count to 0.

    Active

    Check to make an instrument available for use.

  11. Click Edit on an instrument ID to make changes to the information for that instrument ID.
  12. Click OK to save your changes.
  13. On the Add Item : Step 3 page, click Done to add the item.