Tray
The Tray dictionary allows you to link multiple Supplies or Instruments
to customized Supply Trays or Equipment Trays for use in building preference
cards.
Trays enable users to add multiple items to the preference card quickly
and easily.
- Anesthesia Tray
- Op Instruments Tray
- Ortho Instruments Tray
This dictionary is not shared. (Business Entity specific). Items
entered or modified in this dictionary will only be referenced in the
Business Entity in which they are created.
- Click New Item from the
Actions sectionActions section
in the upper right of the dictionary. Complete the following fields.
- Name: Enter a
description of the item to be entered. This is a mandatory field and
must be unique.
- Quick Code: Enter a
short name for the item. Quick Codes can be up to 15 alphanumeric
characters,are mandatory and must be unique. If the Auto generate
quick codes Preference has been enabled, this filed will populate
when the Name field
has been completed and you tab off of the field.
- The Bar Code and RFID Code fields are placeholders
for future functionality.
- Type of Tray: select either
Supply or Instrument.
- In the Tray Detail section, click the plus sign to add a new item
to the tray and complete the following fields:
- Category: Select the
supply/resource category of the item.
- The Resource Field
will now display only options entered into that category in the
Supply Resource dictionary. Select the item from the drop down
list.
- Open Quantity: Enter
the number of this item to include in the tray.
- Comment: Enter any
free text note you would like to append to the tray.
- Repeat these steps for each additional item you wish to add
to the tray.
- Generate
quick code: If the Preference to
Auto generate quick code has been set this field will be displayed
when new items are added to the dictionary. If a quick code has not
been set or if you would like to override the code that has been entered
in the field, click the button to have the system generate a quick
code.
- Click one of the following buttons:
To learn how to search, edit and activate/deactivate dictionary entries
and print a dictionary report, see
Editing
Dictionaries.