1. Surgery Quality and workflow manager
Resource Catalog

2. Learning Objectives
After instruction, students will be able to complete the following tasks:
Log in and select module
Add a resource to the Resource Catalog
Query a Resource
Track Implants
Manage Equipment Classes and Instrument Sets
Update a Resource
Thank participants for coming.
Introduce training team.
Ask participants to introduce themselves.
Ask participants for name, where they are from, (if class participants are from various geographical areas) experience with the VA, and what they want to get out of the training.
Inform participants about schedule, breaks, lunch, as well as the location of bathrooms, exits, food, etc.
Set Classroom Expectations (cell phones off, starting on-time, minimize distractions).
Lead participants through material on their desks.
EXPLAIN:
The purpose of this training is to provide an overview of the functionality of the Resource Catalog module and the most commonly used processes in this module.
After this class, you will receive additional training support at your site.
During the instruction, you will be given the opportunity to practice each of the tasks listed as a learning objective.
DISCUSS:
The learning objectives.

3. Resource Catalog Icon DEMONSTRATE:
To access Resource Catalog, click the SQWM Admin Modules folder, and then the Resource Catalog icon.

4. Log In
DEMONSTRATE:
To log in, click the SQWM Admin Modules folder. Click the Resource Catalog icon. Enter your Login Name and Password. Click OK.
The Resource Catalog Logon window allows the user to log in to the application and change the password.
EXPLAIN:
The permissions granted are based on the role of the user. Some actions demonstrated may not be performed by all users. Role-specific privileges will be highlighted throughout the training.
NOTE:
As we walk through the examples and practice exercises, you may see what appears to be patient data. All screenshots and training exercises take place in a training database, and no actual personal patient data is used.

5. Resource Catalog Overview
EXPLAIN:
The Resource Catalog Module is the information storage area for every resource in your surgery system, from casts to pharmacy items. Data from the Resource Catalog is pulled into and used by OR Scheduler, Doctor Preference Cards, and Periop Nursing Documentation modules.
This module allows you to enter resource information. The resource information portion of the main window consists of fields, radio buttons, and dropdown menus where you fill in information needed for easy referencing, informative reports and accurate tracking of information in the other packages.
Each tab represents a window for logging different kinds or levels of information. To use the Resource Catalog, you need to enter the equipment, implants and instruments that your hospital uses. Once this information is entered, you can make associations to trays in the Resource Detail Tables.
Resources are assigned to a specific site for accurate Doctor Preference Cards and conflict checking.

6. Toolbar Query First Previous Next Last Add Update Remove Global
Cost History
Charge History
Details
List View
Totals
Execute
Abort
EXPLAIN:
The user can execute many functions using the toolbar at the top of the window.
Some of the icons and their functionality include:
Query: Accesses the Query window, which allows you to query cases.
First: Accesses the first item.
Previous: Accesses the previous item.
Next: Accesses the next item.
Last: Accesses the last item.
Add: Adds a new item.
Update: Updates an existing item.
Remove: Removes an item.
Global: Makes a global change to a list of items.
Cost History – Used to access the Cost History window
Charge History – Used to access the Charge History window.
Details – Used to access the details windows.
List View: Displays all items in a list format.
Totals : Displays the totals for an item.
Execute: Executes the command entered, such as adding a new item.
Abort: Cancels the current command entered by the user.

7. Add a Resource DEMONSTRATE:
To add a new resource to the Resource Catalog, click Add (+). Any previous information in the fields clear.
Select a Resource Type from the dropdown menu. At the VA site level, this would generally be Equipment, Reusable/Instruments, or Implants. The first tab, Required Resource Data, contains general information about a resource.
The Resource Number is a unique number that is usually system-generated but can be manually created by the hospital.
The Resource Long Description is the description used to identify a resource. Make this description one that is best understood or commonly used by the staff required. Include the VISN at the end of the long description.
The Status designates whether a card is active or inactive. It is suggested that you should designate items as inactive instead of deleting them, in case the information is needed later.
NOTE: This is especially important with implants because they need tracked. Make them inactive instead of removing them from the system.

8. Required Resource Data Tab
EXPLAIN:
The checkboxes that display on the right side of the page depend on which Resource Type is selected. You may select multiple checkboxes.
Frequently Used is used for reporting purposes in managing inventory. Reusable is used only at the hospitals that have dynamic inventory reduction.
Reusable must be checked in order for the number of uses field on the secondary resource data window to be active.
Obsolete is used for reporting purposes only.
Item is a tray checkbox displays when most resources are selected. Select this checkbox when building a tray.
Trackable is used to track the status of an implant. The Tractable checkbox displays only if the resource type equals Implant.
Equipment is a class checkbox is used if you want to track the specific pieces of equipment (ex. You may want to track which laser was used on a specific patient in case there is a malfunction). The Equipment is a class checkbox displays only if the Resource Type selected is Equipment.
Product Category categorizes inventory by resource type. Entering a resource requires you to select a product category. These are established in the product category master table which breaks down a resource type in more descriptive subtypes, such as reusable instrument per service.
VA Facility is every supplier on the server.
VA National # is not currently active, but indicates a standard VA number.

9. Required Resource Data
EXPLAIN:
Unit of purchase is the unit of measure in which the item is received from the supplier. This information is entered in the unit of measure master table. The choices are Box, Case, Drug Units and Each. Manufacturer is the name of manufacture of a resource. Unit Cost is the cost per unit of purchase.
Catalog Number is found in the primary supplier’s product catalog.
IFCAP# is the Integrated Funds Control, Accounting and Procurement Number. This is a facility specific item number. If utilized, Other needs to be checked in the Identification field.
The manufacturer catalog number for resource such as the serial number.
Products/ implant serial number required? Is a serial number required for all products/ implant when received? If Yes is selected, inventory must enter a serial number for that item or implant.
Barcode value. Resources can have bar coded identification. The bar code reading devices scan the barcode information and input it into the system. The barcode # may or may not be the same as the IFCAP#.
The Look up Number is the number that is used to reference the resource. This is a site defined field that can be either the IFCAP, Catalog number or a bar code number based on the site’s preference for looking up items in the system. It is used for bar coding.
Once you have completed entering information on this tab, click the subsequent tabs from left to right: Secondary Resource Data and Images/Auxiliary Data.
NOTE:
Required fields are labeled in red and have an asterisk * following them.

10. Secondary Resource Data Tab
EXPLAIN:
The Secondary Resource Data is not often used, but if needed, the window contains descriptive information related to the resource’s location, cost and age. The shaded fields at the bottom of the window are system generated and show inactive date, last price change, add date, and last updated date.
The Resource Type, Resource Number and the Resource Long Description fields are the same as in the Required Resource Data tab.
Comments are free form comments manually entered by the user.
Stock Type is a pre-built list that contains stock, nonstock, and consignment payment options. Stock type is used as a reference tool.
Charge Category should be entered only when adding chargeable items.
Equipment Serial Number activates when the Equipment is not a class field is checked. This is a unique identifier for a specific piece of equipment. It is used by hospitals that want to track a specific piece of equipment used on a case.
Number of Uses refers to the number of times an item can be used before it is reduced in inventory. This field only operates when the reusable checkbox is checked. This value must be greater than one.
VA is currently not using the GE Centricity Inventory Management System. It will not decrement inventory in the current use.

11. Images / Auxiliary Data Tab
EXPLAIN:
You can also add images or auxiliary data, if applicable. If desired, images can be uploaded into the Resource Catalog.
After entering the desired resource information on each tab, check to make sure that information is entered for all the required fields in every tab, which are shown in red.
Click Execute when finished to save all entered information and enter the resource into the Resource Catalog.

12. Resources by Site DEMONSTRATE:
After clicking Execute to add a resource to the Resource Catalog, the Add Resources to Site page is displayed. This allows you to make the resource you just entered available to any or all sites.
Make sure to select the correct site.
If the resource must be cleaned before it is to be used again, enter the number of minutes before the resource is available for its next use in the Clean Up Time field. This is used to specify a clean up time for equipment/instruments in conflict checking. Some facilities may wish to consider this in addition to room time.
Select the Yes or No radio button for conflict checking, if appropriate.
Select the sites where you want this resource to be available by highlighting them. If you’re assigning the resource to more than one site, press the CTRL key before you select each additional site. Click the Select All button to highlighy the entire list. Click OK.
DISCUSS:
If you select Yes in the Conflict Check field, you must update quantities and the patient charge number in the resources by site detail.
ASK:
When might you want to use this field?

13. Query Window DEMONSTRATE:
To search for items in the Resource Catalog, click Query. Enter any information that you have in the proper fields. All fields in any of the five tabs can be queried.
NOTE:
If you click in any of the Date fields in the Secondary Resource Data window, a small secondary window display that asks for a start and end date.
Click Execute. The resource or a list of resources that meet your search criteria are pulled into a list.
To go through the list, clicking on the left-facing and right-facing arrows. The status statement at the bottom left of your window indicates how many items there are on the list and where you are in the list. The number between the arrow icons at the top of the window do not change as you move through the list.
You can also use the List View icon to view all of the results to a Query in list form. In List View, you can sort the list by clicking any of the column headings.

14. Append a Query EXPLAIN:
You have the option to Create New Query List or Append to Current Query List. If you want only the items you just searched for to display, use the Create New Query List option. If you want to add these items to your previous query list (for example, make a global update), use the Append to Current Query List option.
ASK:
When might you want to append a current query list?

15. Review We have covered the following topics: Log in and select module
Add a resource to the Resource Catalog
Query a Resource
DISCUSS:
We have learned how to add new items to the Resource Catalog, and looked at the information we can enter on the Required Resource Data tab, Secondary Resource Data tab and Images/Auxiliary Data tab. We assigned the resource to a specific site. We also covered how to Query to search for a resource in the Resource Catalog. What questions do you have about any of these processes?
ASK:
What are the three types of resources that each site will enter in the Resource Catalog?
What information has to be entered for each resource?
What other information might it be useful to enter for resources at your site?
TRANSITION:
Next, we are going to enter the additional information required to track implants. We are going to cover how to manage Equipment Classes and Instrument Sets, as well as how to update an existing resource and access additional details for resources. Finally, we will practice adding different types of resources.

16. Implant Tracking EXPLAIN:
When you are adding an implant to the Resource Catalog, you need to complete additional information. The Implant Information window is required for implants that must be tracked into an Implant Log.
If you choose an implant in the Periop Nursing Documentation and OR Manager modules, data entered into the Implant Information window is pulled into these packages.
During surgery, when the item is implanted, the status of the implant is updated to implanted in the Periop Nursing Documentation module, which feeds back into the Resource Catalog.
The Trackable checkbox is used to track the status of an implant. The Trackable checkbox displays only if the resource type equals Implant.

17. Adding Implants DEMONSTRATE:
You can add implants to the Resource Catalog using the same method as adding another resource or you can scan in the implants bar code. The same basic processes are used for both methods but the order of the processes changes slightly.
To scan and add Implants to the Resource Catalog:
Scan the implant serial number. The Implant Details window display.
Select the batch and manufacturer.
Click Add. The Add Resource to Sites window displays.
Click Status and update the information, so that the item is shown in stock.
Click Add.
Click Close.
NOTE:
You can scan each item in a box, click in the serial number field, after entering the information for the first item, it auto-populates.

18. Implant Information Tab
EXPLAIN:
The Implant Information tab displays when Implants is selected in the Resource Type dropdown menu. The Resource Type, Resource Number and the Resource Long Description fields are the same as in the Required Resource Data tab. The Manufacturer Catalog Number is the manufacturer’s number assigned to the particular implant. Use the Manufacturer dropdown to look the implant or use the (. . .) search icon.
The Device Description is the short or long description of the implant, whichever is required by your hospital. The Model is the implant model number. A Multi-Use checkbox indicates that the implant can be used again. This is used for reporting purposes only. Auxiliary Fields 1, 2 and 3 are hospital-defined fields used to enter additional information about the implant.

19. Add Resource to Site TRANSITION:
When adding an implant manually, after filling out the fields in the Required Resource Data tab and the Implant Information tab, click Execute to add the resource.
DEMONSTRATE:
The Add Resource to Sites window display. Select the correct site. Adjust the Clean Up Time and Conflict Check? if necessary. Click OK

20. Implant Details TRANSITION:
After clicking OK on the Add Resource to Site window, access the Implant Details to update the serial number and status. If you are scanning resources, this is the window that display after scanning the resource.
DEMONSTRATE:
Click the Details icon, then select Implant Details.

21. Implant Details EXPLAIN:
In this window you can enter the Serial Number, Batch Number, Expiration Date, Lot Number, Implant Size and Manufacturer. When the information is correct, click Add to add the resource. Click Status to update the implant status.

22. Implant Status EXPLAIN:
The Implant Status window displays. Generally you would update this to In Stock. After the implant is implanted, the status would change to Implanted.
The other fields on this page include Add Date, Time, Added By, Temperature, Location, Comment, Rec From, Given To, and Auxiliary 3. After you have entered all desired information, click Add to add the resource. You also have the option to attach a Memo to the implant. Then click Close.
NOTE:
You can scan each item in a box, click in the serial number field, after entering the information for the first item it auto-populates.
ASK:
What questions do you have about adding implants?
What are the two ways that you can add an implant?
How do you change the status of an implant to In Stock?

23. Practice – Add Implants
You want to enter a type of hernia implant into the resource catalog. You need to track which implant was used for each patient. Use the following information: PROLENE Hernia System by Ethicon Size: Large Lot #: Catalog #: PHSL Exp. Date:
ASSIST:
Enter the Unit of Purchase.
Move around room providing assistance as necessary.
Enter the Unit Cost.
ASK:
Select the Implant Information tab.
What questions do you have about adding implants?
Select the Manufacturer.
Enter any other needed information.
INSTRUCT:
Click Execute. The Add Resource to Site window displays.
Provide directions to complete the practice.
Add clean up time in the Clean Up Time field, if needed.
To scan in Implants:
Scan for serial #.
Select the site.
Click in the Serial Number field.
Click OK.
2. Enter the batch number in the Batch Number field.
Click Details.
3. Select Manufacturer from the Manufacturer dropdown menu.
Select Implant Details.
Enter the Serial Number and any other desired information.
Click Add.
Select In Stock from the Status dropdown menu.
Click Status.
Click Close.
Update the Status.
To manually add Implants:
Click Add to add a new implant.
Select Implants from the Resource Type dropdown menu.
NOTE: You can scan each item in the box, but you have to click in the Serial Number field.
Enter the resource number in the Resource Number field.
NOTE: After you implant the item into the patient, change the status to Implanted in Periop Nursing Documentation, that feeds back into the Resource Catalog.
Enter the description in the Resource Long Description field.
Enter the product category in the Product Category field.
Select the Trackable checkbox.
Enter the VA Facility.

24. Manage Equipment Classes
TRANSITION:
Now that we have learned the process for adding implants, we are going to look at how to manage equipment classes.
EXPLAIN:
The Equipment as a Class field is used if you want to track a specific piece of equipment by serial number. For example, if you add 24 packages of sponges in the Resource Catalog, it does not generally matter which sponge is used. But if you add 24 lasers, you may want a record which laser was used on a specific patient.
To manage equipment classes, in addition to Resource Catalog, you also need to access Pathway Manager. Pathway Manager is used only for equipment with a specific serial number that would be associated with a class.
First, add each specific item using the same procedure as we used earlier to add a resource. Then add an overarching class description by adding an item and then selecting the Equipment is a Class category. For example, add CO2 Laser1, C02 Laser 2, C02 Laser 3. Then add C02 Lasers and check Equipment is a Class.
ASK:
When might you want to use the Equipment as a Class setting at your site?

25. Access Pathway Manager
Demonstrate:
For each type of equipment that must be tracked or used for conflict checking, you must add each of the specific pieces of equipment and also create a class for the type of equipment. For example, if your facility had 2 c-arms, you would create one C-Arm class, remember to click Equipment is a Class, and 2 individual c-arms, do not mark equipment is a class.
After adding each specific item, to create the class:
To access Pathway Manger , click the SQWM Admin Modules folder, and click the Pathway Manager icon. Enter your login name and password. Click OK.

26. Manage Equipment Classes
DEMONSTRATE:
Log into Pathway Manager and click the Resource Assignment icon.

27. Pathway Manager DEMONSTRATE:
The Resource Assignment dialog box displays.
In Resource Type, click Equipment Class.
Expand the Plus (+) icon for your site.
Expand the Equipment Class Plus icon.

28. Pathway Manager DEMONSTRATE:
Find the items you want to be part of the class and drag and drop the items under the class name. (You can use CTRL to highlight multiple items).
ASK:
What questions do you have about this process?
What steps do we follow to add Equipment as a Class?

29. Practice – Add Equipment as a Class
Your hospital has six different CO2 lasers which can be used in surgery. Policy requires you to keep track of the specific laser used in any given surgery.
ASSIST:
Select the Equipment is a Class checkbox to enter the class for the individual pieces of equipment.
Move around room providing assistance as necessary.
Select the Reusable checkbox.
Enter any other needed information.
ASK:
Click Execute. The Add Resource to Site window displays.
What questions do you have about adding equipment as a class?
INSTRUCT:
Add Clean Up Time if needed.
Provide directions to complete the practice.
Select the site.
Click OK.
Open Resource Catalog.
Navigate to Pathway Manager.
Enter each individual item, using the same process used in the previous slides to add equipment.
Click Resource Assignment (Lady with Arrow).
Select Resource Type (Equipment).
Click Add (+) to add a new piece of equipment.
Expand the Equipment Class area and find the Equipment Class that you just added.
Select Equipment from the Resource Type dropdown menu.
Expand the Site area.
Enter the Resource Number.
Expand your site and find each individual item.
Enter the Resource Long Description.
Enter the Product Category.
Select each individual item (or use CTRL to highlight them all at once) and drag them into the Equipment Class that you added earlier.
Enter the VA Facility.
Enter the Unit of Purchase.
Enter the Unit Cost.
Click Close.

30. Add Instruments and Sets
TRANSITION:
Now that you know how to add Equipment as a Class, we are going to look at how to add instruments when there are multiple items and how to add individual instruments.
DEMONSTRATE:
Under Resource Type, select Reusable/Instruments under Product Category Instrument.
Always check Reusable.
Check Instrument is a Set if you are adding an instrument set.
If this is an individual instrument, do not check Instrument is a Set.
Click Execute.

31. Instrument Set – Add to Site
DEMONSTRATE:
Click the Details (File Folders) icon in the top row.
Select Resource by Site.

32. Instrument Set – Quantity
DEMONSTRATE:
Update the number of items in the Quantity At Site field.
Update any other information.
Click Update.
Click Close.
ASK:
What questions do you have about adding instruments or instruments as a set?
When might you use this at your site?

33. Practice – Add Instruments
Your site has purchased a new shoulder retractor which needs to be added to the Resource catalog so that it is available for use. This retractor is reusable and does not need to be tracked.
ASSIST:
Move around room providing assistance as necessary.
ASK:
What questions do you have about adding instruments?
INSTRUCT:
Provide directions to complete the practice.
Open the Resource Catalog Module.
Click Add to add a new instrument.
Select Reusable/Instruments from the Resource Type dropdown menu.
Enter the Resource Number.
Enter the Resource Long Description.
Enter the Product Category.
Click in the Reusable checkbox.
Enter the VA Facility.
Enter the Unit of Purchase.
Enter the Unit Cost.
Enter any other important information.
Click Execute. The Add Resource to Site window displays.
Add Clean Up Time, if needed.
Select the Site.
Click OK.

34. Practice – Add Instruments as a Set
Your facility has experienced an increase in robotic cases and has purchased an additional robotic instrument set. Enter this instrument set into the Resource Catalog.
ASSIST:
Move around room providing assistance as necessary.
ASK:
What questions do you have about adding instruments as a set?
INSTRUCT:
Provide directions to complete the practice.
Open the Resource Catalog Module.
Click Add to add a new instrument.
Select Reusable/Instruments from the Resource Type dropdown menu.
Enter the Resource Number.
Enter the Resource Long Description.
Enter the Product Category.
Click in the Reusable checkbox.
Click in the Instrument is a Set checkbox.
Enter the VA Facility.
Enter the Unit of Purchase.
Enter the Unit Cost.
Enter any other important information.
Click Execute.
Click the Details icon.
Select Resource by Site.
Enter the quantity of the resource in the Quantity At Site field.
Click Update.
Click OK.

35. Pharmacy Items EXPLAIN:
Pharmacy items such as Medications and Irrigation are also maintained in Resource Catalog. They are added, updated and made inactive in the same way.

36. Update a Resource EXPLAIN:
If you want to change or update information about a resource that you have already entered into the Resource Catalog, first Query the resource you want to update. Then, click the Update (=) icon.
Make changes to any of the necessary fields in any of the five tabs.
DEMONSTRATE:
Click Execute to save your changes.

37. Resource Details EXPLAIN:
The Resource Catalog also has several detail tables that can be associated with each record that is built. To access the Resource Details, click the Details icon. The choices are: Resource by Site, Equivalent Resources, Resource Group, Universal Product Number, Inventory and Supplier Cross Reference. Select the choice that you would like.

38. Detail Selection EXPLAIN:
Click Resource by Site. To add resource details, fill in the appropriate fields and click add. The information displays in the grid.
To update resource details, highlight the resource you want to change in the data table, make your changes to the necessary fields, and click Update. The changes display in the field and in the grid.
To remove resource details, highlight the resource you want to remove in the data table, and click Remove. A confirmation message asks if you are sure that you want to delete the case and its associated detail records. Click Yes.
NOTE:
GE Healthcare recommends that all items that are no longer used or ordered be inactivated, but not removed, so that you can preserve information for that item. Only items that have never been used should be removed.
To reorder data, highlight the line item that you would like to move, drag it on top of another row, and repeat step one and two until you have finished ordering all the items.

39. Inventory window DISCUSS:
You can use the Inventory Detail table to indicate inventory locations for resources. This is where inventory locations for use in Doctor Preference Cards.
EXPLAIN:
To access the Inventory Detail Table, click the Details icon, then select Inventory.
Fields in the Required Data tab include:
Resource Number/Description: The resource's number and description for which you are building inventory locations auto-populate in the respective fields. Unlike the Resource Number/Description fields in the other detail tables, you can add more than one resource or change the resource by clicking the Query icon, entering a resource description, and clicking Execute. The information for that resource automatically pull in and can then be added to the inventory location.
Inventory Location: Designates the location where a resource can be found.
Supplying Inventory Location: Designates the location from which the specified inventory location receives the resource. This can be either an external source (i.e. vendor) or an internal source (i.e. core supply room).
Charged to: This field indicated the department or cost center that are charged for the resource.
Service: You can specify service-specific resources by using this field.
Stock Type: This field designates whether the resource is a Stock, Non Stock or Consignment resource.

40. Inventory window continued
EXPLAIN:
Bin Master: This field specifies the bin location of the resource within the inventory location.
Unit of Purchase: The unit in which you receive this resource (Case, Box, Drug Units or Each).
ConFac UOP>SKU: The conversion factor between the Stock Keeping Unit and the Unit of Purchase.
Stock Keeping Unit: The Unit in which you store this item (Box, Case, Drug Units or Each).
ConFac SKU>UOI: The number of units of issue within the stock keeping unit.
Unit of Issue: The unit in which this item is issued (Box, Case, Drug Units or Each).
Label Flag?: If labels are printed, you can select whether or not you would like the bar code for the stock keeping unit or the unit of purchase to print or whether or not the bar code should print.
Maximum Level: The maximum number of stock keeping units you can have on hand at any given time. Reorder Point: The number of stock keeping units that, when the quantity on hand is less than or equal to, an order is placed.
Safety Stock: The lowest number of stock keeping units allowed. For reference purposes only.
Qty on Hand: The number of stock keeping units you currently have available for use. This field can only be manually updated on the initial add of the record. Once a quantity has been entered, this field can only be modified when using Dynamic Inventory Reduction.
Qty on Order: The number of stock keeping units you currently have on order. This field is system-generated by the Inventory Module.
Qty on Back Order: The number of stock keeping units you currently have on back order. This field is system-generated by the Inventory Module.
The current location of the resource displays at the bottom of the window.

41. Inventory Secondary Data
EXPLAIN:
Additional fields available in the Secondary Data tab include:
Charge Number: The charge number for the resource at the specified inventory location.
Bin Loc. 1: The bin location for this resource in the specified inventory location. You can enter the bin location here instead of entering it in the Bin Location field of the Required Data tab.
Bin Comment 2/3: These free-form comment fields related to the bin location within the inventory location.
Auxiliary 1/2/3: These additional free-form fields store any data not currently being captured within the software.
Frequently Used?: This reference field indicates that this resource is frequently used in the specified inventory location.
Perform DIR?: This radio group indicates whether or not Dynamic Inventory Reduction should occur at this location. Refer to the Inventory manual for further discussion about this setting.
Calculate Order?: The setting of this radio group indicates whether or not a purchase order is to be calculated for this resource within the specified inventory location.
Count During Physical Inv?: The setting of this radio group indicates whether or not this resource should be counted during physical inventory.
Details icon: There are two additional detail tables within the Inventory Detail table. The two tables are Internal fields and Usage and Charging. They are accessed by clicking the Details icon.

42. Review We have covered the following topics: Log in and select module
Add a resource to the Resource Catalog
Query a Resource
Track Implants
Update a Resource
DISCUSS:
We learned how to enter the additional information required to track implants. We covered how to manage Equipment Classes and Instrument Sets, as well as how to update an existing resource and access additional details for resources. We looked at the Details windows for managing inventory. What questions do you have about any of those processes?
ASK:
How might these tools improve the workflow at your site?
Who might need to know how to use the Resource Catalog?
What is the difference between adding equipment and adding equipment as a class?
What three types of resources will sites add on their own?

43. Questions? Session Wrap-Up ASK:
Ask for any questions on the practices. Are there any steps or processes that are unclear?
DISCUSS:
Any outstanding questions from the parking lot.

44. Resource Catalog RWS
Your facility just upgraded their Bair Huggers. You receive a total of 6 new Bair Huggers. Policy requires that you keep track of the specific Bair Hugger used for the patient. Add the Bair Huggers to the Resource Catalog, using all 3 initials at the beginning of the descriptions
ASSIST:
Select the Reusable checkbox.
Move around room providing assistance as necessary.
Enter any other important information.
Click Execute. The Add Resource to Site window displays.
ASK:
What questions do you have about adding equipment as a class?
Add Clean Up Time, if needed.
INSTRUCT:
Select the site.
Provide directions to complete the practices.
Click OK.
Navigate to Pathway Manager.
Open Resource Catalog.
Click Resource Assignment (Lady with Arrow).
Enter each individual item, using the same process used in the previous slide to add equipment.
Select Resource Type (Equipment).
Expand the Equipment Class area and find the Equipment Class that you just added.
Click Add (+) to add a new piece of equipment.
Select Equipment from the Resource Type dropdown menu.
Expand the Site area.
Expand your site and find each individual item.
Enter the Resource Long Description.
Enter the Product Category.
Select each individual item (or use CTRL to highlight them all at once) and drag them into the Equipment Class that you added earlier.
Enter the VA Facility.
Enter the Unit of Purchase.
Enter the Unit Cost.
Click Close.
Select the Equipment is a Class checkbox to enter the class for the individual pieces of equipment.

45. Help Desk and References
Two methods of entering a service request
eService - low priority ticket
Phone – critical, high, medium, low priorities
Press 4 for Surgery Quality and Workflow Management, then
Press 4 to speak to technical support
SQWM Training SharePoint Site:
EXPLAIN
There are two methods of entering a service request, eService and by phone.
The SQWM Training SharePoint Site is

46. Course Evaluation EXPLAIN:
Your input and feedback is greatly appreciated.
Direct students to End of Course Evaluation location.