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Workflow coverage index

Twelve topics, eighty-four stages (static index for search tools).

Sterile processing

• Receive & reconcile: Receive returns against the OR case and compare expected contents with what physically comes back. Record: OR return + counts + outstanding items
• Wash & verify: Scan trays/kits directly or use a wash tag/basket to associate contents with a washer load. Record: Washer load + item-level wash result
• Identify the kit: Staff find the correct child kit using the identifiers already attached to it. Record: Kit identity
• Pack & count: The packing workflow brings kit contents and assembly recording together. Record: Assembly UID + packing record
• Create the load: A new load identifies the machine and cycle for the packed assemblies. Record: Load + linked assemblies
• Capture load printout: Use a mobile phone to capture the sterilizer till-roll printout and assign the image to its load. Record: Load + till-roll image
• Review the result: Load review separates usable assemblies from failed loads and biological holds. Record: Load result + release / hold state
• Read biologicals: Where required, the Qten workflow captures biological setup and final results. Record: Biological record
• Put away: Sterile-complete assemblies are assigned to a known stock destination. Record: Assembly + stock location

Decontam, counts & washing

• Receive against OR case: A case-linked cart, tray or item scan opens the corresponding OR case and its expected return list. Record: OR case + return session
• Reconcile returned counts: Confirm the physical return against the expected case contents; received and outstanding counts remain visible. Record: Expected / received / outstanding quantities
• Flag missing case items: Unresolved differences create a visible outstanding-item exception for investigation rather than disappearing when the rest of the case moves forward. Record: Case-linked missing-item alert
• Assign wash tag / basket: Group received contents into a controlled wash tag or reusable basket session. Record: Wash grouping + item-to-case lineage
• Scan tray to washer: Scan a tray or kit directly to the washer where enabled, or scan a basket/wash tag and then the washer. Record: Tray / basket / tag + washer load
• Record wash cycle result: The washer load captures the machine, cycle number and explicit PASS / FAIL result for all included items. Record: Washer + cycle + load result
• Fail → rewash required: A failed wash puts the affected items into REWASH REQUIRED and prevents downstream processing until a successful wash. Record: Failed wash + rewash / pass history
• Confirm wash at Packing: Packing displays the last washer, cycle, date/time and result before the next packing stage. Record: Confirmed wash + audited correction
• Pack & clear the basket: Scan the basket once to list eligible Separates and pack one, some or all into new assemblies. Record: New assemblies + closed basket session

OR & preference cards

• Define requirements: Preference cards hold the expected kits and quantities for a surgeon and procedure. Record: Surgeon + procedure requirement
• Schedule the case: Staff work from the OR calendar, schedules and picking, or a manually created case. Record: Scheduled OR case
• Pick to cart / OR: The pick connects a planned requirement with identifiable assemblies. Record: Case + selected assembly UIDs
• Record the case: The actual case list records what was allocated, separately from the preference card. Record: Case allocation record
• Receive & count returns: The returned case is reconciled against the items actually allocated to it. Record: Case return + received / outstanding counts
• Alert on missing items: A missing-item exception stays linked to the OR case and the affected instrument or tray. Record: OR case + missing-item alert
• Review activity: OR case reports and assembly records support subsequent review. Record: OR report + assembly trace

Stock & distribution

• Define locations: Locations provide a consistent destination structure across the facility. Record: Location structure
• Choose destination: Distribution starts with the place the assemblies are going. Record: Distribution target
• Scan & distribute: Assembly scans connect individual sterile-complete items to that target. Record: Assembly location
• Reconcile the slot: The Set action supports stock-taking at the selected slot. Record: Slot reconciliation
• Search inventory: Stock Management provides one row per assembly UID. Record: Searchable assembly inventory
• Review & export: Staff can review stock and open the assembly detail for authorized changes. Record: Stock extract + assembly detail

GI Lab & endoscopy

• Configure & register: Facility setup defines visit fields, scope identifiers, checklists and cabinets. Record: Scope register + GI configuration
• Load & link visit: TagIT identifies the scope and records its visit context. Record: Scope + visit identity
• Complete checks: Core processing checks and simple checklists sit within the TagIT workflow. Record: Processing checks + step times
• Verify competency: Optional full competency templates support a more detailed SOP walkthrough. Record: Full competency result
• Save & tag: A saved visit creates a cycle record, with hang-tag availability tied to configured checks. Record: Cycle record + hang tag
• Store & monitor: Cabinet hooks make storage position and storage life visible. Record: Hook location + storage-life state
• Reprocess & reuse: Loading a stored scope back into TagIT returns it to the processing workflow. Record: Next scope cycle
• Report & trace: GI reporting supports cycle history and facility-level review. Record: GI report + cycle history

Loan sets & implants

• Plan the arrival: The loan-set calendar organizes receiving around the procedure date. Record: Loan calendar
• Receive the set: Facility configuration determines which clinical and scheduling fields appear. Record: Loan receiving record
• Photograph received layers: Capture receiving photos for every tray and layer in the loan set. Record: Receiving images by tray / layer
• Identify & pack: Default receiving uses a reusable LOANSET tag before assembly creation in Packing. Record: Loan tag + assembly UID
• Process & use: Loan sets use the regular packing, sterilization and case workflows. Record: Processing + case history
• Record return: The loan lifecycle includes the post-use processing path before return. Record: Return-processing history
• Photograph shipping layers: Capture the corresponding tray and layer images before the loan set is shipped back. Record: Shipping images by tray / layer
• Compare contents & consumption: Compare the receiving and shipping images to evaluate consumed, missing or changed items. Record: Loan-set comparison + billing reference
• Sign out: Loan-set sign-out completes the vendor return workflow. Record: Loan sign-out

Mobile photos & evidence

• Capture a kit image: Photograph a surgical kit using a mobile phone. Record: Mobile kit photograph
• Assign the kit photo: Keep the captured photograph associated with the corresponding kit. Record: Kit + reference image
• Capture the till roll: Photograph the sterilizer’s physical till-roll printout using the mobile phone. Record: Sterilizer till-roll image
• Attach to the load: Assign the captured till-roll image to the corresponding sterilizer load record/report. Record: Load + captured cycle printout
• Receive: tray & layer photos: At loan-set receiving, document the contents of each tray and its individual layers. Record: Receiving photo set by tray / layer
• Ship: tray & layer photos: Before return shipping, photograph the corresponding trays and layers again. Record: Shipping photo set by tray / layer
• Compare & evaluate: Review receiving and shipping images to evaluate what was consumed, missing or changed. Record: Receiving-versus-shipping review
• Reference & billing review: Retain the receiving and shipping evidence with the loan-set record for later reference and billing evaluation. Record: Loan-set photo evidence + billing reference

Missing items & purchasing

• Capture the missing-item alert: A count mismatch or missing item can be discovered against an OR case, during Decontam, at Packing or in maintenance. Record: Case / item / tray + missing-item record
• Investigate & resolve: The missing-item workflow follows the exception until it is located, replaced or otherwise closed. Record: Missing-item status + resolution
• Build the request: Purchasing organizes RFP and order documents by instrument and status. Record: RFP / order document
• Track progress: Document and line statuses show where purchasing activity stands. Record: Document + line status
• Keep the evidence: Order and pricing records keep supporting details with the transaction. Record: PO / invoice + price history
• Link replacement & closure: Keep the replacement transaction connected to the original missing-item event. Record: Missing event → order → replacement → closure

Maintenance & repair

• Identify the kit: Maintenance starts with an identified child kit. Record: Kit + service record
• Control availability: An open maintenance record removes that kit from Packing. Record: Out-of-service state
• Manage vendor loop: Repair records follow the kit through shipping and receiving. Record: Vendor repair history
• Set counters: Kit maintenance setup supports configurable counters and warning points. Record: Maintenance counter setup
• Return to service: Closing maintenance returns the kit to service. Record: Closed repair + service availability
• Review costs: Maintenance reports support date-range cost review. Record: Maintenance cost report

Audit & recall search

• Start with a reference: Recall search accepts several identifiers rather than a single starting point. Record: Search reference
• Narrow the results: Lifecycle filters help focus the assemblies under review. Record: Matching assemblies
• Open the assembly: Assembly detail brings the identified record into focus. Record: Assembly detail
• Follow the context: Patient and location references explain allocation and movement. Record: Patient / load / location context
• Review & extract: Search results and audit tables can be exported for follow-up. Record: Trace results + audit extract

Reporting & visibility

• Set the scope: Reports begin with the facility and date range. Record: Facility + reporting period
• Choose the view: The report workspace groups related operational views. Record: Selected reporting view
• Review operations: Each report presents a different part of the recorded workflow. Record: Operational report
• Explore analytics: Reporting Analytics opens the full-screen reporting workspace. Record: Analytics workspace
• Print or export: Report outputs support review outside the on-screen workspace. Record: Printed report / CSV

Configuration & connections

• Structure the catalogue: Facility setup defines kits, instruments, separates and parent / child relationships. Record: Facility kit catalogue
• Define the environment: Location and equipment setup provides the choices used in daily workflows. Record: Locations + equipment configuration
• Configure workflows: Facility Case data settings control visible fields and selected permissions. Record: Facility workflow settings
• Set access: User roles determine the menus and actions available to each person. Record: Role-based access
• Review HL7 intake: The local HL7 interface supplies patient updates and OR bookings. Record: Interface intake log
• Maintain the setup: Saved equipment and configuration support ongoing operation. Record: Configuration + release context

Crawler-visible interactive content

This section expands JavaScript-driven demos and filters so crawlers can index the full workflow text.