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

  1. Select Tray Management from the Surgical Instrument Management menu.
  2. Select Associate on the Tray Management page. The Enter a Tray ID for Association is displayed.
  3. Specify this information:
    Company

    Select the company where the tray is used.

    Instrument Source

    Select the source location of the instruments for the tray.

    Tray ID

    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.

  4. Click Enter. The Associate Tray ID with a Tray List Number page is displayed.
  5. Specify the number for the tray list in the Tray List Number field.
  6. 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.

  7. Specify this information:
    Tray List Number

    Specify the number of the tray list that you want to associate with the selected tray.

    Tray List Name

    Specify the name of the tray list that you want to associate with the selected tray.

    Storage Location

    Select the location where the tray list is stored.

    Tray List Ref.

    Specify the tray list reference number of the tray list that you want to associate.

    Sub-Location

    Select the sub-location where the tray list is stored.

    Charge Code

    Specify the charge code for the tray list that you want to associate.

    Service

    Select the department that the tray list is associated with.

    Sterilization

    Select the sterilization type the tray receives after use.

    Color

    Select the type of color packaging or signifier used to distinguish the tray. This usually refers to the tape color on an instrument.

  8. 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.

  9. Select Select in the row of the tray list that you want to associate to the selected tray.
  10. Click Select.
  11. Select Fast Track on the Associate Tray ID with a Tray List Number page to designate the selected tray as urgent.
  12. Click Associate. The Associate the Tray ID with a Tray List Number confirmation page is displayed.
  13. Click OK to return to the Enter a Tray ID for Association page.