User s Manual. esims Web. Synthes Information Management Suite.

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Transcription:

User s Manual esims Web. Synthes Information Management Suite.

Table of Contents Navigation and Interface Structure of the User Interface 1 Getting Around 2 Search and Edit Search 3 Cycle Count Recording Locations and Stock Quantities 8 Maintain Inventory Recording Locations, PAR Values, and Stock Quantities 10 Items Out Scanning Items Out 12 Changing Quantities 14 Deleting an Item 15 Items In Items In Order-based 16 Items In Without Order 19 Items In Auto Post 21 Ordering Inventory Blank Order 23 Items Out 27 Minimum Threshold 30 Synthes

Table of Contents Creating/ Modifying OR Sets Creating Set Instances 33 Modifying Set Contents 37 Reports View/ Print Reports 38 List of Standard Reports 41 Exporting Reports 42 Administrative Functions Adding/ Modifying Locations 43 Adding Cabinets and Drawer 45 Adding/ Modifying Users 46 User Permissions 47 Synthes esims v5 Web Client User s Manual

Navigation and Interface This section describes the general layout and the elements of the esims user interface. Structure of the User Interface The menu pages normally consist of the following elements: 1. Navigation bar 2. Selection menu 3. Search function 4. Results display 2 1 4 3 Synthes 1

Navigation and Interface Getting Around The navigation bar contains links that allow the user to navigate back to the previous screen in the workflow or to cancel an in-progress transaction and return to the main menu. The Back button takes the user to the previous screen, while the Home button/link will take the user back to the main menu. The navigation bar also contains a Help link, which opens up the help and support window as well as a Search box that can be used to look up product information at anytime by keying in or scanning an item number, description or keyword. Note: When navigating esims Web, use the Back button on the webpage, rather than the back button on your internet browser. Navigation Bar Functions: Back Navigates back to the previous screen in the workflow Home Navigates back to the main menu from any screen and cancels in process transaction Search Input field to search for products Log Out Logs out current users and navigates to the log in screen Help Opens the online help option Location Displays inventory location and allows for navigation to other locations if applicable 2 Synthes esims v5 Web Client User s Manual

Search and Edit The search function provides real time access to the Synthes item catalog. Searches will reveal pricing of items, locations, quantities in stock, pictures, etc. The catalog is customized according to the hospital s requirements. Searches can be done by scanning an item, keying in an item number, or by searching descriptions. The search function can be accessed in virtually any screen within esims providing quick access to specific product details. Search Searches can be initiated in two ways: 1. Search Products/Orders The Search Product/Orders button will take you to the search screen where more advanced searches can be done (shown in example below). 2. Search box in the top navigation bar The Search box is a shortcut that can be found in most screens that allows the user to easily scan or key in a number, or enter a description. If the item number or description entered is an exact match, the Product Details page will be displayed. Otherwise, the search results will be displayed in the Search Products/Orders screen. 2 1 Synthes 3

Search and Edit Search continued This section describes the steps taken to perform a product search. 1. Select the Search Products/Orders option from the main menu located under the Inventory group menu. 1 4 Synthes esims v5 Web Client User s Manual

2. Select a search mode. Note: the Products search mode is selected by default. Search mode options: Products Searches entire Synthes catalog Inventory Searches hospital inventory only products that have a stock quantity Items In Searches items in transactions Items Out Searches items out transactions Orders Searches order transactions OR Sets Searches created OR Set instances (see Creating/Modifying OR Sets section for details) 3. Scan or key in the item number or description. 4. Click Search. a. If the search resulted in an exact match, the Product Details page would be displayed (see Step 5). b. If the search did not result in an exact match, the results are displayed in the Search Products/Orders screen. 5. Select the item by clicking the Product Number hyperlink to reveal the Product Details. 2 5 3 4 Synthes 5

Search and Edit Search continued 6. The details of a product can be edited for individual items by clicking the Edit Mode button. 7. Save the changes made by clicking the Save Changes button. 6 7 6 Synthes esims v5 Web Client User s Manual

The following values are displayed in Product Details: Synthes Details Product Number Product Description Short Name Vendor Package Size Unit Minimum Order Quantity Ordered Quantity Product Disabled New Product Number Manufacturer s product number Manufacturer s product name Abbreviation of the product description Division of Synthes Number of units per package (selling unit) Unit of measure Minimum order quantity (in selling units) Quantity of item that is currently on order Is activated if item is obsolete and no longer available for order If selected product is obsolete, the new product ID will be displayed Inventory Details Location Cabinet Drawer Minimum Stock Quantity Maximum Stock Quantity Total Quantity On Hand Location of the backup inventory Cabinet where item can be found Drawer where item can be found The minimum stock/inventory PAR quantity, reorder point The maximum stock/inventory PAR quantity Quantity of item in stock/inventory Hospital Details Internal Reference No. Price LOT Tracking Expiration Tracking Qualified Product List First Expiration Date Label 1 Label 2 Label 3 Quantity Price Currency Hospital ERP/Materials Management item number Price of the product (per selling unit) Item LOT number tracking Item expiration date tracking Item is authorized for reorder Earliest expiration date of item in stock/inventory Hospital specific value Hospital specific value Hospital specific value Quantity discount tier Price at quantity discount Currency for stated price Synthes 7

Cycle Count Cycle Count provides the means to add locations to product and capture backup inventory of all items in stock. Cycle Count can be used to do the initial setup and loading of inventory as well as periodic inventory audits. In order to perform a cycle count, locations, cabinets and drawers must be established before counting inventory and/or recording locations. See the section titled Adding/ Modifying Locations under Administrative Functions for location creation instructions. Note: Performing a Cycle Count will overwrite any previously stored values with the new data captured in the Cycle Count. Recording Locations and Stock Quantities This section describes the steps taken to record locations and on-hand quantities of all products in inventory. 1. Select the Cycle Count of Inventory option from the main menu located under the Inventory group menu. 1 8 Synthes esims v5 Web Client User s Manual

2. Select the Cabinet from the drop-down menu. 3. Select the Drawer from the drop-down menu. 4. Scan or key in your items in the drawer. a. Disable Warnings Checking this box will disable all product replacement and obsolete product warnings while scanning or keying in product information. b. To change quantities before scanning the item, change the quantity of the item in the Actual Inventory field then scan the item. Tip: Quantities can be changed by entering the quantity in the Product Number field and then hitting the asterisk key on the key board ( * or Shift + 8). The quantity will be moved to the Actual Inventory field, while the cursor will return to the Product Number field. 5. Click the Save Changes button to save. 4b 4a 2 3 4 5 Synthes 9

Maintain Stock/ Material Maintain Stock functions much like the Cycle Count, with the addition of PAR values (or min/max values) in conjunction with location and on-hand count recording. Maintain Stock should be used for the initial setup and loading of inventory. To utilize the Maintain Stock function, locations, cabinets and drawers must be established before counting inventory and/ or recording locations. See the section titled Adding/ Modifying Locations under Administrative Functions for location creation instructions. Recording Locations, PAR values, and Stock Quantities This section describes the steps taken to record locations, PAR values, and on-hand quantities of all products in inventory. 1. Select the Maintain Inventory option from the main menu located under the Inventory group menu. 1 10 Synthes esims v5 Web Client User s Manual

2. Check off either, or both aspects (location, PAR) which you would like to record as you count inventory. 3. Select the desired values from the drop-down boxes. a. Or, key them in for Min and Max values. 4. To set those desired values prior to scanning inventory, click Use Selection. 5. Scan or key in product ID s into the Product Number field. a. Click Apply, or hit enter, to add the product to the list. 6. When finished, click Save. 3 2 3a 4 5 5a 6 Synthes 11

Items Out Items Out is used to decrease inventory and record usage only. Items out can be completed on a case-by-case (surgical episode) basis or in a batch process daily. Note: Recording Items Out captures usage only. The products are not ordered automatically, but you can easily transition from Items Out to an Order. Scanning Items Out This section describes the steps taken to record usage and track inventory depletion. 1. Select the Items Out option from the main menu located under the Inventory group menu. 1 12 Synthes esims v5 Web Client User s Manual

2. Scan or key in any used Synthes items in the Product Number field. Note: The top barcode on the Synthes product package or the barcode on the Synthes product dividers within the SIMS cabinets can be used. The bottom barcode on the Synthes item package cannot be used as an item number; it will result in an error if scanned. 3. A checkout comment may be entered in the Comment field if applicable. 4. Click Save to complete the transaction. a. Alternatively, an order can be generated by clicking the Reorder button. Screen 2 of 3 of the order process will be displayed (see Step 6 of the section titled Ordering Inventory). 1 3 4 4a Synthes 13

Items Out Changing Quantities This section describes the steps taken to modify quantities of items before or after they have been scanned/keyed into a transaction. Note: This section can be applied to all transactional functions within esims. 1. To change the quantity of a previously entered item, select and highlight the item. 2. Change the Quantity Out to the desired quantity. a. Alternatively, the up/down arrows or the calculator can be used to change quantities. 3. Hit the Enter key or click the Apply button. 2a 2 1 3 14 Synthes esims v5 Web Client User s Manual

Deleting an Item This section describes the steps taken to delete items from a transaction before saving. Note: This section can be applied to all transactional functions where product is scanned in, out or ordered within esims. 1. To remove a product, select and highlight the item. 2. Click the Remove button to delete the item from the transaction. 1 2 Synthes 15

Items In Items In is used to record replenishment or add stock to inventory from orders. There are two Items In options that can be used when receiving items into inventory. Order-based: Receiving inventory against an open order. Without Order: Receiving inventory without a purchase order or requisition (blind). Items In Order-based This section describes the steps taken to record new inventory in against an open/outstanding purchase order. 1. Select the Items In option from the main menu located under the Inventory group menu. 1 16 Synthes esims v5 Web Client User s Manual

2. Click the Search button to view all open orders. Note: Order-based Items In Mode is selected by default. 3. Select and highlight the open order to receive in by clicking anywhere on the record. Note: Clicking the order number hyperlink will display the order header history page for that open order. 4. Click Use Order to continue. 3 2 4 Synthes 17

Items In Items In Order-based continued 5. Click the Order Complete button if all items in the open order were received. a. If an item is on backorder click and highlight the item(s) that was not received. b. Change the quantity to the actual received quantity and hit the Enter key or click Apply. If the item was on backorder and a quantity of 0 was received, enter a 0 in the Quantity In field. 6. Click the Save button to complete the transaction. Note: The Order Complete button can be bypassed and the user can scan in all received items which will progressively increase the Quantity field for each item. 5b 5a 5 6 18 Synthes esims v5 Web Client User s Manual

Items In Without Order This section describes the steps taken to record new inventory blindly (without associating the items to an open order). 1. Select the Items In option from the main menu located under the Inventory group menu. 1 2. Click the Without Order Items In Mode. 2 Synthes 19

Items In Items In Without Order continued 3. Scan or key in any received Synthes items in the Product Number field. Note: The top barcode on the Synthes product package or the barcode on the Synthes product dividers within the SIMS cabinets can be used. The bottom barcode on the Synthes item package cannot be used as an item number; it will result in an error if scanned. 4. Click Save to complete the transaction. 3 4 20 Synthes esims v5 Web Client User s Manual

Items In Auto Post This section describes the steps taken to record new inventory into your cabinetry without associating the items received to a specific open order. This function is different from Items In Without Order by receiving lines from any open order in queue. Without Order will receive items in without referencing any items in the open order queue. 1. Select the Items In option from the main menu located under the Inventory group menu. 1 Synthes 21

Items In Auto Post continued 2. Click the Auto Post Items In Mode. 2 3. Scan or key in any received Synthes items in the Product Number field. Note: The top barcode on the Synthes product package or the barcode on the Synthes product dividers within the SIMS cabinets can be used. The bottom barcode on the Synthes item package will result in an error if scanned. 4. Click Save to complete the transaction 3 4 22 Synthes esims v5 Web Client User s Manual

Ordering Inventory esims offers a number of ways to create orders. Orders can be generated using one of the following methods: Blank Order method: Create orders manually. Items Out method: Order based on saved items out transactions. See the section titled Items Out. Min Threshold method: PAR based ordering. Requires PAR levels to be loaded for each item in inventory. Blank Order This section describes the steps taken to create and save a blank or manual order. 1. Select the Order Products option from the main menu located under the Inventory group menu. 1 Synthes 23

Ordering Inventory Blank Order continued 2. Select the Blank Order search mode option. Note: If Blank is the only order option used, Step 2 will be bypassed and the order entry screen will be displayed. 2 24 Synthes esims v5 Web Client User s Manual

3. Add items to the order by scanning the product barcode or keying in the item number. 4. To change the quantity (defaults to 1) before the item is keyed in or scanned: a. Key in the desired quantity in the Order Quantity field and hit the Enter key. b. Use the up / down arrows to change the quantity and hit the Enter key. c. Click the Calculator button, key in the quantity and click Ok. 5. Click the Continue button to proceed to Step 3 of the order. 4b 4c 4a 3 5 Synthes 25

Ordering Inventory Blank Order continued 6. Select the Order Scenario option (Print/Fax will be selected by default). Note: To send the order directly to Synthes, select the order scenario Online. Shipping Method can be selected if ordering online. a. A PO number can be added in the PO Number field if applicable. b. A copy of the order can be printed by clicking the Print Order link if desired. Note: If the Print/Fax order scenario is selected, the order will automatically open in a print preview which can be printed. 7. Click the Send button to save and complete the order. 6b 6 6a 7 26 Synthes esims v5 Web Client User s Manual

Items Out This section describes the steps taken to create and save an order based on Items Out transactions (consumption/ usage). Note: This method of ordering uses Items Out transactions to create the order. Saved Items Out transactions must be available in order to use this ordering method. 1. Select the Order Products option from the main menu located under the Inventory group menu. 1 Synthes 27

Ordering Inventory Items Out continued 2. Select the Items Out search mode option. 3. Click the Search button. 4. Select the Items Out transaction or transactions you wish to reorder by placing a check in the Select checkbox. a. Note: By default the Since last order check box is selected. Therefore, only those Items Out transactions that were completed since the last order was saved are displayed. To see all Items Out transactions ever completed, uncheck the Since last order checkbox and click Search. 5. Click the Use Selection button to continue to Step 2 of the order. 4 2 4a 3 5 6. Additional items can be added to the order by keying in or scanning a new item number in the Product Number field. 7. Click the Continue button to proceed to Step 3 of the order. 6 7 28 Synthes esims v5 Web Client User s Manual

8. Select the Order Scenario option (Print/Fax will be selected by default). Note: To send the order directly to Synthes, select the order scenario Online. Shipping Method can be selected if ordering online. a. A PO number can be added in the PO Number field if applicable. b. A copy of the order can be printed by clicking the Print Order link if desired. Note: If the Print/Fax order scenario is selected, the order will automatically open in a print preview which can be printed. 9. Click the Send button to save and complete the order. 8b 8 8a 9 Synthes 29

Ordering Inventory Minimum Threshold This section describes the steps taken to create and save a PAR based order. This ordering method queries the database and looks for all items that have fallen below the established PAR or minimum reorder point. Note: PAR or minimum and maximum inventory thresholds must be established for all products the hospital wishes to reorder. 1. Select the Order Products option from the main menu located under the Inventory group menu. 1 30 Synthes esims v5 Web Client User s Manual

2. Select the Minimum Threshold search mode option. a. All items below PAR will be displayed and selected by default. If all items are at or above their established PAR levels, the order grid will be empty, meaning there are no items to order (everything is at PAR). b. To remove items from the order, uncheck the Select checkbox next to each item. 3. Click the Use Selection button. 2b 2 2a 3 Synthes 31

Ordering Inventory Minimum Threshold continued 4. Additional items can be added to the order by keying in or scanning a new number in the Product Number field. 5. Click the Continue button to proceed to Step 3 of the order. 4 5 6. Select the Order Scenario: Print/Fax (will be selected by default). Note: To send the order directly to Synthes, select the Online order scenario. Shipping Method can be selected if ordering online. a. A PO number can be added in the PO Number field if applicable. b. A copy of the order can be printed by clicking the Print Order link if desired. Note: If the Print/Fax order scenario is selected, the order will automatically open in a print preview which can be printed. 7. Click the Send button to save and complete the order. 6b 6 6a 7 32 Synthes esims v5 Web Client User s Manual

Creating/ Modifying OR Sets esims Web offers the ability to create a virtual inventory of any set that a hospital may have in stock. Creating set lists allow a hospital to view their set inventory at any given moment, perform inventory searches within sets, and print out or view count sheets to aid in the replenishment of a set. Instances must be created to view, search and run set inventory reports. Instances are created based on Synthes set templates that are preloaded or created by the hospital. Templates, Synthes-based or hospital-based, are used to create custom instances of each individual set in the hospital. Note: It is recommended that Synthes templates are used to create instances. By default, hospital-based templates do not exist in esims. Creating Set Instances This section describes the steps taken to create and save individual, custom set instances. 1. Select the Use OR Set Templates option from the main menu located under the OR Sets group menu. 1 Synthes 33

Creating/Modifying OR Sets Creating Set Instances continued 2. Select Synthes-based as the Template Type. Note: By default, the Hospital-based template type will be empty. A hospital can create custom templates from Synthes-based templates. 2 34 Synthes esims v5 Web Client User s Manual

3. Enter any of the following in the Search Settings field to search for set templates: Product number Product description Set number Set description 4. Click the Search button to perform the search. Note: An exact match will filter the search results to display only one result. 5. Select and highlight the filtered set by clicking anywhere on the record. 6. Click the Use Template button to begin customizing the set instance. Note: The Copy Template button will allow you to create a Hospital-based template, not a Set Instance. Creating Hospital-based templates is not recommended. Set Instances are needed for reporting and inventory evaluation. 6 5 3 4 Synthes 35

Creating/Modifying OR Sets Creating Set Instances continued 7. Add or modify the following fields; all are optional: Name Name used to identify the set Description Descriptive information about the set Location Home location of the set Barcode If the set has a barcode affixed it can be used to pull up the set contents during a search. 8. Additional product can be added to the set by keying in or scanning the product(s) in the Product Number field. 9. Click the Save button at the bottom of the page to save the OR Set Instance. 7 8 9 36 Synthes esims v5 Web Client User s Manual

Modifying Set Contents This section describes the steps taken to create and save individual, custom instances. 1. Highlight the item record by clicking anywhere on the item. 2. To change the quantity of an item, do any one of the following: Key in the desired quantity in the Quantity field and hit the Enter key Use the up / down arrows to change the quantity and hit the Enter key Click the Calculator button, key in the quantity and click Ok. 3. Click the Apply button or hit the Enter key. 4. To remove an item, select the item record and click Remove. 2 1 3 4 Synthes 37

Reports esims comes preloaded with a number of standard reports that can be viewed, printed and exported electronically. Reports can be run from within the Reports function as well as within each transactional function. View/ Print Reports This section describes the steps taken to view and print reports found in the Reports menu option. Note: Within each function (Items In, Items Out, Order, Cycle Count, OR Sets), a report can be printed by clicking the Print link. 1. Select the View Reports option from the main menu located under the Reports group menu. 1 38 Synthes esims v5 Web Client User s Manual

2. Open the report by clicking the Open hyperlink next to the report. a. Note: For custom requested reports, select the Custom Reports group. 2a 2 3. Select filter options if applicable. Note: If left blank, data from all locations will be displayed in reports. Filters will not be available when in transactional functions like Items In and Order Products. 4. Click OK to continue. 3 4 Synthes 39

Reports View/ Print Reports continued 5. To print the report, click the Print icon. Note: The report must print to a PDF file before it can physically be printed. Adobe Acrobat Reader 6.0 or higher must be installed. 6. Click Export in the Print to PDF dialog box then print within Adobe Acrobat Reader or compatible software viewer. 5 6 40 Synthes esims v5 Web Client User s Manual

List of Standard Reports Backordered Items Customer OR Set Templates Dashboard Fast Movers Inventory On Hand Inventory Reorder Item Transaction Audit Item Usage Items with Expiration Date Items with LOT Loaned Inventory Products On Hand Value by Cabinet On Hand Value by Drawer Open Orders OR Sets Overstock Report Qualified Product List Slow Movers Synthes OR Set Templates Transaction Reprint Understock Report Lists all items that are on backorder Displays custom OR set templates created by hospital Gives a detailed overview of a location. Contains information about the inventory levels, overstock, understock, etc. Lists items that are moving out of inventory frequently, average usage by item, average order quantity and average shelf time. Inventory on hand by location Inventory below PAR level Detail of a selected item and all transactions in history Lists items in inventory, usage, and estimated stock out date Lists all items with a recorded expiration date Lists all items with a recorded LOT number Lists all consignment items in inventory Inventory on hand by cabinet Inventory on hand by drawer Lists all open orders and items within order Lists all set instances and contents of the sets Lists all items with an on hand quantity greater than the PAR level Lists all items in the catalog that are flagged as authorized to order Lists items that are moving out of inventory infrequently, average usage by item, average order quantity and average shelf time Lists all preloaded Synthes set templates and contents of the sets Displays historical transactions and contents of the transaction Lists all items with an on hand quantity below the PAR level Synthes 41

Reports Exporting Reports This section describes the steps taken to export reports. 1. In the report view, click the Export icon to export the report. 2. Select the File Format and click Export. 1 2 Export formats include: Crystal Reports PDF Microsoft Word (97 2003) Microsoft Word (97 2003) Editable Microsoft Excel (97 2003) Microsoft Excel (97 2003) Data Only Rich Text Format (RTF) XML 42 Synthes esims v5 Web Client User s Manual

Administrative Functions esims is a location-based inventory management tool. Locations, cabinets, and drawers must be created in order to manage inventory. All products in inventory can be assigned to a created location (see the section titled Cycle Count). Adding/Modifying Locations This section describes the steps taken to create and modify inventory locations. 1. Select the Locations option from the main menu located under the Administration group menu. 1 Synthes 43

Administrative Functions Adding/Modifying Locations continued 2. To add a location, click the Add button. 3. Enter the location Name and the Address (optional). 4. Click Save Changes. 5. To modify an existing location, select the location by clicking the record under Storage Locations, change the Name and/or Address and click the Apply button. 6. To delete a location, select the location by clicking the record under Storage Locations and click the Remove Location button. 3 5 2 6 4 44 Synthes esims v5 Web Client User s Manual

Adding Cabinets and Drawers This section describes the steps taken to create cabinets and drawers within a created location. 1. Select the Locations option from the main menu located under the Administration group menu. 1 2. Select the Location by clicking the location under Storage Locations. 3. Click the Add Location button. 4. Enter the Cabinet Name. 5. Click Save Changes. Note: To add a Drawer, select the cabinet and repeat Steps 3 and 4. 2 3 4 5 Synthes 45

Administrative Functions Adding and Modifying Users This section describes the steps taken to create and modify users and their permissions. 1. Select the User Management option from the main menu located under the Administration group menu. 1 2. Select Add User to add a new user. 3. Fill out credentials a. First Name b. Last Name c. Login Name (User ID) d. Storage Location (select from drop-down menu) e. Password (type twice to confirm) 3a 3b 3c 3d 3e 2 46 Synthes esims v5 Web Client User s Manual

User Permissions This section describes the user permissions available in esims Web. Login/Use esims Web Client Allows user to log in and out of esims Web. This should always be checked off for all users. Create Items In transactions Allows user to record items coming into inventory. Create Items Out transactions Allows user to record items coming out of inventory. Maintain inventory data (Cycle Count) Grants user access to the Cycle Count functionality. Search for products Allows user to use the Search functions to find product details. Search for orders Allows user to use the Search functions to find order details. This should only be checked off if esims Web is used for ordering purposes. Maintain inventory data (Edit Product Details) Grants user permissions to modify inventory details including min/max values, internal numbers, locations, etc. Create order transactions Allows user to place orders via esims Web. This box should only be checked if the facility is utilizing esims Web for ordering purposes. Close orders/change status Allows user to close orders in esims. This box should only be checked if the facility is utilizing esims Web for ordering purposes. Purge history data from the database Allows user to clear historical data from esims. Update order status Typically, order status is updated automatically. However, if that option is not enabled, checking this box will allow the user to prompt and initialize a status update to ordering history. Update product catalog The product catalog is typically updated automatically. However, if that option is not enabled, checking this box will allow the user to prompt and initialize an update to the product catalog. Synthes 47

Administrative Functions User Permissions continued Generate and display reports (Basic Reports) Allows user to view basic reports. Generate and display reports (Advanced Reports) Allows user to view advanced reports. Change configuration of esims Allows user to change the configuration of esims. This gives the user full access to all the administrative functions, including but not limited to: adding and modifying users, adding and modifying locations, and advanced system configuration settings such as proxy and server information. Create users and add permissions Allows user to create and modify users and their permissions. Download and install software updates Software updates are typically updated automatically. However, if that option is not enabled, checking this box will grant the user permission to prompt and initialize all updates to the esims software. Configure OR sets Allows user to modify and save the instances and contents of Synthes sets. Use OR set templates Allows user to use standard Synthes sets as templates to create custom OR set instances. Maintain OR set data (Cycle Count) Allows user to access the Cycle Count functionality within OR set instances. This feature functions the same as the Product/ Inventory Cycle Count, but within Synthes sets rather than individual product IDs. Switch current location Allows user to switch to another physical location to record data from a second (or third, etc.) set of inventory. This feature should only be incorporated when multiple facilities are being managed from one log-in to esims Web. Maintain stock and locations Allows user to access the Maintain Stock functionality. 48 Synthes esims v5 Web Client User s Manual

Synthes (USA) 1302 Wrights Lane East West Chester, PA 19380 Telephone: (610) 719-5000 To order: (800) 523-0322 Fax: (610) 251-9056 Synthes (Canada) Ltd. 2566 Meadowpine Boulevard Mississauga, Ontario L5N 6P9 Telephone: (905) 567-0440 To order: (800) 668-1119 Fax: (905) 567-3185 www.synthes.com 2010 Synthes, Inc. or its affiliates. All rights reserved. esims, SIMS and Synthes are trademarks of Synthes, Inc. or its affiliates. Printed in U.S.A. 3/11 J9919-B