Associating trays with tray lists
Use this procedure to associate trays with tray lists. In order to assemble a tray, you must first associate the tray ID to a tray list.
To associate trays with tray lists
- Select Tray Management from the Surgical Instrument Management menu.
- Select Associate on the Tray Management page. The Enter a Tray ID for Association is displayed.
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Specify this information:
- Company
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Select the company where the tray is used.
- Instrument Source
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Select the source location of the instruments for the tray.
- Tray ID
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Specify the identification number from the label attached to the tray that you want to associate with a tray list.
You can also scan the bar code of the tray ID to enter it into the system.
- Click Enter. The Associate Tray ID with a Tray List Number page is displayed.
- Specify the number for the tray list in the Tray List Number field.
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If you need to search for a tray list, click Search
for Tray List. The Search for Tray List to Modify to Associate
page is displayed.
Note:
To search for all tray lists, leave the fields blank.
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Specify this information:
- Tray List Number
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Specify the number of the tray list that you want to associate with the selected tray.
- Tray List Name
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Specify the name of the tray list that you want to associate with the selected tray.
- Storage Location
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Select the location where the tray list is stored.
- Tray List Ref.
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Specify the tray list reference number of the tray list that you want to associate.
- Sub-Location
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Select the sub-location where the tray list is stored.
- Charge Code
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Specify the charge code for the tray list that you want to associate.
- Service
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Select the department that the tray list is associated with.
- Sterilization
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Select the sterilization type the tray receives after use.
- Color
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Select the type of color packaging or signifier used to distinguish the tray. This usually refers to the tape color on an instrument.
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Click Search to display the tray lists that fit your
search criteria. The Choose a Tray List Number to Associate
to a Tray page is displayed.
For information about navigating search results, see Navigating search results.
- Select Select in the row of the tray list that you want to associate to the selected tray.
- Click Select.
- Select Fast Track on the Associate Tray ID with a Tray List Number page to designate the selected tray as urgent.
- Click Associate. The Associate the Tray ID with a Tray List Number confirmation page is displayed.
- Click OK to return to the Enter a Tray ID for Association page.