Create a Tray Group and Tray

Adding a tray group is a key step for using Surgio effectively. Follow these steps to create a tray group:

1. Go to “Settings” and click “Tray Groups”, or select “Tray Groups” from the navigation bar.

2. Fill in the Tray Group Name , set the Default Home Location, and add the Weight.

3. On the tray creation page, choose whether the tray is Loaner, Parkered Loaner, or Consigned.

4. Add the name of the tray and designate its Home/Return Location.

5. The tray will then appear on the Tray Group page.

6. To add a tray to the tray group, click “Create New Tray.”