On the Operations page, under the Open Loaner Section, you have two available actions for managing trays: Return Tray and Roll Tray.
Return Tray:
Returning trays will move them back to their home locations.
- A record will automatically be created in the Transfer History.
- You can add Return Tracking Numbers, which will appear on the Transfer Page for reference.
Roll Tray:
Rolling a tray assigns it to a case.
- Select the appropriate case from the dropdown menu.
- As with returning trays, you can add Tracking Numbers, which will display on the Transfer Page for visibility and tracking.
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