Kit builder — view & edit
Kit options & stock location
When checked, scan SPDL and print an assembly UID label from the OS roll (piggyback).
Does not change Qten — biological rules still apply when the kit or cycle requires them.
Child kit preview appears when Child kits > 0.
Build instrument lines 0 line(s) ready
Kit BOM
Edit lines below, then Save parent kit + BOM
| Pos | Instrument | Qty | Manufacturer | Manufacturer code | Match | Order | Action |
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Pack kit
Scan kit UID or code to begin.
Packed queue
Packed assemblies stay here until scanned onto a steriliser load. Click a row to review or reprint labels.
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View
Select a packable kit to begin packing.
Line & tray
Tray photo
Selected line
Select a BOM line to view instrument references.
Manufacturer IFU
Select an instrument line to view the manufacturer IFU reference.
Instrument images
Line notes / instructions
Instrument handling notes will appear here when a BOM line is selected.
Decontam
Scan an assembly UID to end its lifecycle in decontam. Superseded or decontaminated assemblies cannot be used in packing, sterilisation, stock, or OR picking. The only other exit from sterile processing is put-away to a stock location.
Same workflow as regular kits: Receive (sign in) → Packing → Use (OR) → Decontam (clean) → Sterilisation → Sign out here. Packing and sterilisation are unchanged — only receive labels and sign-out billing are on this tab.
Loan sets by procedure date
Pick a procedure date to list loan sets for that day. Filter by surgeon if needed, then start a new receive or open sign out.
Steriliser load
On this load | -
Quarantine queue
Open biological (Qten) loads after a passing cycle. Select a row to enter Qten or view completed details. Imported loads with biological cycles are treated as Qten complete unless explicitly failed.
Select a facility in Configuration, then open this tab.
Distribute
Put sterile-complete assemblies to stock (from steriliser loads) or move assemblies already in stock. Scan a slot
000.000.000.000 or location UID in the scan field to set target - then scan assembly UIDs. Use Set for stock take: unscanned items still at that slot move to area-only (area.000.000.000).Target location: - scan 000.000.000.000 or pick above
In scan queue
0
Session distributed
0
Remaining on load
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Recall search
Trace assemblies by UID, kit, steriliser load, patient, or stock location. Patient is for OR case allocation only; Location is pack station, steriliser load, or stock slot.
OR cases by schedule date
Pick a date on the calendar. Cases for that day appear on the right.
Cases for selected day
Select a date on the calendar
Select a date on the calendar to list OR cases.
Preference cards
Link a procedure and surgeon to a parent kit. Card matches help book the right instrument set for the case.
Saved cards
HCA preference card contents
Select a saved card above to view its lines (trays, supplies, sutures, notes).
Card lines
Select a card above.
Facility kit match (TR / PP / IN lines)
Select a kit line on the left, then search or pick a facility kit to link.
Tray / kit matching
Select catalog items on the left and a facility kit on the right, then Link →. Filter each side independently; use Refresh to reload both lists. Uses the facility selected on Configuration.
Tray catalog
No catalog rows yet - ask an admin if this list should be loaded.
Select catalog item(s) on the left, facility kit on the right. One kit can link many catalog items.
Facility kits
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HL7 intake log
Messages received from the local HL7 REST interface (PID patient updates and SUI OR bookings).
Stock Management
Sterile assembly inventory (child-kit assemblies only). Each row is one UID - use Location for shelf / store and Patient when allocated to a case. Update patient and location from Configuration → Audit (open assembly).
Stock locations
Create Case cart, Specialty cart, Stock location, Operating Room, or Work Station records. Slot format is
area.row.shelf.bin (three digits each, e.g. 000.000.000.000). Each location gets its own auto-generated UID (e.g. LOC-FAC-000001). On Sterilisation, select a location and scan kits off the load to assign them here (lifecycle → distributed).GI Lab - TagIT
TagIT (simple one-page), storage cabinets (7-day life), full competency SOPs, hang-tag print to DYMO LabelWriter (30321 / SER/TAGIT260).
Last patient visit
Printer: DYMO LabelWriter (30321 Large Address / TagIt Label DYMO, SER/TAGIT260) via DYMO Connect - native DieCutLabel XML, landscape on 30321 stock. Requires DYMO Connect running; falls back to browser print if unavailable.
Cycle log (audit - all scopes)
Facility cycle audit - all scopes (last 30 days).
Catalogue
Browse kits, separate (semi-permanent) kits, and the instrument catalogue for the selected facility. Open a kit to edit it in Configuration, or view its BOM here.
Select a facility, then Search / Refresh.
Purchasing | RFP & vendors
Manage Request for Purchase documents, line status (RFP → Ordered → PO attached / Not available / Moved), attach PO or invoice PDFs, and maintain vendor ↔ manufacturer links with pricing history.
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Maintenance control
Open a child kit or tray for maintenance, remove it from Packing, capture repair details, then close maintenance to return it to service. This mirrors the manual workflow: scan/search, confirm out of service, enter repair details, optional costs/docs, and close to reset the maintenance counter.
Open
0
Loaners
0
Closed
0
Kit maintenance setup
Per the manual, each tray can keep a maintenance counter, a warning threshold, and a current remaining-use value configured against the tray record.
Open maintenance
Scan the container barcode / child kit UID or type the tray name, then confirm taking it out of service so it can no longer be packed.
Maintenance details
Select an open maintenance record.
No maintenance record selected.
Printer setup
Register facility Zebra label printers on one PC — the system replicates them for the whole facility. Install the SurgiDat Print Driver on each packing PC. Your label printer choice on Packing is saved per user. Packing reports use the browser print dialog (no setup here).
Install print driver — hospital IT (once per packing PC)
Download, then right-click → Run as administrator. Auto-starts as a Windows Service on
⬇ Install Printer Driver — Download
127.0.0.1:8787.
Facility label printers
Set up each Zebra once on one PC with a pet name and LAN IP — SurgiDat saves it to the facility database and replicates the same printer list to every PC at this facility. Printers are not tied to pack station or stock location. Each user picks their active printer on the Packing tab.
Select a facility on Configuration, then open this tab.
Troubleshooting — when install or print fails
Use the download banner above when the driver is not installed yet. If the green “installed” banner shows but printing is stuck, use the reinstall link under Network / firewall (hover that topic).
Step 1 of 1
Assembly label date
Per-facility setting for the date printed on packed kit UID labels (top-right of ZPL label).
Steriliser types
Create steriliser types, then define cycle types for each. Deactivate a type to hide it and cascade-deactivate its sterilisers and cycle types from Create load.
Cycle types for selected steriliser type
Examples: Prevac 134, EO standard, Flash, Leak Test. Mark Biological (Qten) Required on cycle types that need quarantine. Click Deactivate to hide a cycle from Create load and allocation — existing loads keep their cycle name.
Sterilisers
Create sterilisers or select an existing one to update settings (prefix, span / reset point, last batch sequence, kit location). Uncheck Active for new loads or click Deactivate on a steriliser to hide it from Create load — existing loads stay available.
Reports & analytics
Filter by facility and date range. Charts and tables use captured workflow events (pack, sterilise, distribute, OR case pick). New activity is recorded from now on; older rows may have limited turnaround data.
Lifecycle
QA status
Packs per day
Packs by work station
Steriliser load events
Packing productivity by packed_by - share of period, weekly mix, and volume trends.
Share of period
Donut + ranked bars - % of all packs in selected dates
Volume trend
Stacked columns by period (top packers)
Mix by period
Each bar = 100% of that week/day/month split by packer
TagIT scope processing - cycles in the date range above. Filter by scope, surgeon, and user. Processed only limits to completed cycles (passed / printed).
By surgeon
By user
By scope
By use type
By status
Cycle detail
OR pick activity
Recent picks
OR schedules in range
Missing instruments by vendor
Group missing lines by manufacturer/vendor. Click a row or checkbox to select one or more lines, then Create RFP from selection. Or use Select all / Create RFP on a vendor card. Saved RFPs open under Operations → Purchasing.
Assemblies with missing instruments
Hours from pack to steriliser load / distribute / OR pick (requires lifecycle events captured after this update).
Maintenance records and whole-of-life cost summary for scopes (maintenance matched by serial / alt #).
Maintenance by status
Cost by month
Cost by kit
Recent maintenance
Scope whole-of-life
Cycles, hang tags used, and cumulative maintenance cost (all dates) per scope.
Maintenance records in range
Assemblies in the packed queue older than 10 days (not on a steriliser load) are removed automatically (lifecycle set to decontam). This report lists removals by date range with user and timestamp.
Version updates
What's new in SurgiDat — by release. Expand each version to see changes by area.
Welcome email templates
Two templates — chosen automatically when you send from Operations → Users based on the recipient's role.
Sent to Admin and Supervisor users. Includes sign-in steps and Print Driver install notes for hospital IT.
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Placeholders (keep these in the text)
Sent to Tech and other end-user roles (not Admin or Supervisor). Simple sign-in with app URL — no printer install section.
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Placeholders (keep these in the text)
ZPL label templates
Edit ZPL for each label type used across packing, loan sets, semi-permanent labels, and missing-instrument sheets. Saved templates apply site-wide after refresh. Placeholders are replaced at print time — keep
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SER/OS - assembly label rolls
Ship a roll of 3750 assembly label numbers to the facility. Used when packing with auto-generated assembly UIDs (facilities with label printing). Each packed assembly consumes 1 SER/OS label. Optional SER/SPDL scan at pack uses the SPDL as assembly UID (same number on ZPL kit label) and also consumes 1 SER/OS label. Missing-instrument ZPL sheets also consume SER/OS labels. Remove returns only unused labels to stock; consumed labels stay on record.
SER/SPDL - preprinted label rolls
Each physical roll is 500 labels. Valid roll ranges live in the global SER/SPDL catalog from: (1) legacy vendor CSV import, (2) SER/SPDL Print 4-up generate, or (3) other preprinted batches added to that catalog. None of those are allocated to a facility until you register the roll here (scan any label) or the site first uses a label at packing or Qten (auto-register). Labels are consumed individually when used — not sequential like packing SER/OS rolls. Each roll registers once per site. Remove frees unused labels only; consumed labels stay on record.
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Manufacturing catalog (system-wide)
Valid 500-label ranges from vendor CSV import, legacy batches, or SER/SPDL Print. Not tied to any facility until registered below.
Registered at this facility
SER/CBL1000 - semi-permanent kit labels
Roll size 1000. Ship rolls here before printing under Configuration → Semi-permanent labels. Each printed kit consumes label(s) from the active roll. Remove returns only unused labels; consumed labels stay on record.
Label usage audit
SER/TAGIT260 - TAGIT hang-tag labels
Roll size 260. Ship to facility; consumed one-per-print in GI Lab → TagIT → Print hang tag.
Assembly label policy
How this facility uses SER/SPDL preprinted labels vs SER/OS printed assembly labels at packing. Kit-level overrides are set in Configuration → Kit builder.
Label date on assembly UID
Sterilisation workflow
Simplified OR cases (scan-only)
For sites like Dublin that build cases by scanning assembly UIDs only — no preference card builder on create or case detail.
Legacy fallback label printer
Optional ZPL LAN IP when no named facility printers are registered (Administration → Printer setup).
Ensemble import sync
Live status for US facility CSV exports → frosty import. Staging applies hourly zips automatically (fast delta import). Queue buttons below run the production full-facility import — avoid on staging unless intentional. Hourly job runs via Ensemble agent on AWS RDP (assemblies, steriliser loads, OR cases). System Admin only.
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Watchdog log tail
Users
Assign one or more roles (permissions merge: highest privilege + union of tabs). Supervisor or higher required. System Admin cannot be assigned here. Link each user to a Phoenix Phone contact (email required) for sign-in verification - saved contacts update the
surgidatserenity tenant in the phone system. Users set their own mobile PIN from the sign-in screen (Set mobile PIN) after entering a verification code. Leave Password blank to assign the default temporary password — the user must change it on first sign-in.Recent assemblies + audit
Assembly detail
Select a row in the table above, or open from Packing / Sterilisation packed queue / Recall / Quarantine.