Turnover Trays

Turnover Tray: A turnover tray refers to a set of instruments that will be used in upcoming cases within the next few days and will not leave the hospital between procedures. The turnover feature allows these trays to be added to a "saved sets" list, making them available for future cases without needing to retake pictures or fully check them in again.

If a loaner tray has already been checked in and the vendor representative learns it will be used for a subsequent case, there's no need to unwrap the sterilized tray for re-check-in through Settrax. Instead, you can assist the vendor rep in enabling the tray for turnover. This allows them to upload the loaner into the new Settrax case and print updated labels without incurring costly re-processing fees.

How to enable trays for turnover after they've been checked in:

1. Locate and Select the Settrax case the tray was originally checked into.
2. Locate the tray that needs to be turned over.
3. Select Enable under the Turnover column located to the right of the tray name.
4. Once selected, the page will refresh and Enable will turn into Yes, indicating it will now be available to the Vendor Rep to check into a case from their turnover bank and provide labels for the new case.

Turnover Trays Process for the Vendor Rep

How to set Tray/s to Turnover:

1. Log in to your Settrax account
2. On your dashboard under Schedule choose the correct case
3. Load the correct trays you need for this case.
4. Identify which tray(s) you would like to be set for Turnover.
   
   

For single tray:

1. Tick the box under Turnover

And for multiple trays:

1. Under Actions, tick the boxes of the trays you want to turn over
2. Click the blue button that says Actions and on the dropdown select Set to Turnover
3. At the lower left of the page, click Complete Check In

How to Check In using your Turnover Tray bank:

1. Log in to your Settrax account
2. On your dashboard under Schedule choose the case you need to load trays into.
3. Click Add Turnover Tray. This will open a window to show you all of the currently checked in trays you have set for turnover.
4. On the pop up screen, click the drop down and, choose which tray you want to use for this case and click Submit
5. Continue to load any other trays you need into the case.
6. At the lower left of the page, click Complete Check In.
   
   

If you have further questions on this article or to learn more, please contact support at support@settrax.com. We're here to support your success!