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. Author manuscript; available in PMC: 2024 Sep 1.
Published in final edited form as: Appl Ergon. 2024 May 11;119:104307. doi: 10.1016/j.apergo.2024.104307

Table 2.

A SEIPS 101 Tasks Matrix showing the tasks and people involved in the Assembly stage of tray reprocessing in the SPD. IFU: Instructions for Use provided by manufacturer.

SEIPS Tasks Matrix for a Surgical Instrument Tray (SPD Assembly)
Task People Goals of Task Frequency How Performed When Performed
Retrieve Trays from Washer Technician
SPD Team
Free up Decontamination washer for next batch of trays, organize incoming trays High – Multiple Times Daily Trays removed from washer cart, placed on designated cart or shelf As soon as Decon washer cycle completes
Determine Tray Priority Supervisor
Technician
Ensure needs list criteria are met, optimize work of technicians according to case schedule Check needs list, apply quick turnaround label, place on priority cart. Check for quick turnaround designation or label Immediately after retrieval, before starting assembly
Assign Tray to Technician Supervisor
Shift Lead
Optimize/prioritize staff workload Place on technician’s cart and/or bring to workstation ASAP after priority determined
Scan Tray to Workstation Technician Track tray movement, verify tray contents Bar code scanner for workstation computer When assembly begins
Remove Instruments Technician Prepare instruments for inspection Instruments organized at workstation outside tray After tray is scanned
Inspect for Bioburden Technician Ensure bioburden is not present on instruments or trays before sterilization Instruments and tray opened, examined with magnifier, blown out with air compressor. Possibly returned to Decontamination During instrument inspection
Inspect Functionality Technician Ensure all instruments are functioning correctly Follow inspection protocol specified by computer database, management and/or staff knowledge, skills, and abilities During instrument inspection
Verify Tray is Complete Technician
Supervisor
Ensure all required instruments are present Tray recipe in computer database and/or pick sheet, signed by supervisor once verified During instrument inspection
Note Tray Discrepancies Technician Ensure any extra, missing or broken instruments accounted for on count sheet and tray label before it is sent to the OR Set aside extra instruments for storage, broken instruments for repair, and replace missing instruments. Note on count sheet if tray is sent with missing instruments and/or substitutions During instrument inspection
Communicate Discrepancies Supervisor
Coordinator
Verify whether tray can still be used for procedure if missing or substituting an instrument Call OR coordinator or other individual to check whether procedure can still proceed During instrument inspection or before closing and locking box
Instrument Lookup Supervisor
Technician
Identify instruments by name and appearance, identify potential substitutions Look up instrument with software, use database and IFUs During instrument inspection
Find Instruments Supervisor
Technician
Coordinator
Physically find replacement instruments for those which are missing or broken Search storage area (wall pegboard, rotomat or other trays) for replacement instruments During instrument inspection
Return Instruments to Tray Technician Ensure tray contains all required instruments Placed in tray one at a time using software list and/or pick sheet During instrument inspection
Roll Up Instruments Technician Prevent damage to sensitive instruments during storage/transit Rolled together in approved peel pouch and placed in tray During instrument inspection
Place Count Sheet in Tray Technician Ensure OR team receives a count sheet with the tray Printed from workstation computer, folded and placed in waterproof envelope, placed in tray After instrument inspection
Sanitize Tray Container Technician Ensure no bioburden or foreign objects/debris present Visual inspection, air compressor, alcohol wipe per IFU Before tray is placed in container
Add Integrators Technician Ensure tray is sterilized correctly 2 chemical integrators placed in opposite corners of tray Before tray is placed in container
Place Tray in Container Technician Ensure tray is protected during rest of process Lift tray by handles, place in lower half of container After sanitizing container
Install Filters Technician Prevent contamination, condensation after sterilization New packaged filters placed in retention plates and clicked in After sanitizing container
Close, Lock and Tag Tray Technician Prevent tampering, facilitate re-use if not used for case Chemical indicator lock placed on container, labels printed from computer and looped around container handles After tray is placed in container
Add Corner Protectors Technician Reduce likelihood of tray wrap holes Blow out protectors with air compressor, place on tray Before wrapping tray
Wrap Tray Technician Prepare tray for sterilization step, ensure sterility Wrap tray completely, tape wrap to hold it in place and place barcode label on wrap. Tape cannot overlap Before sending to Sterilization
Add Protective Belts Technician Reduce likelihood of tray wrap holes Wrap soft protective belts around outside tray wrap Immediately after wrapping
Send to Sterilization Technician Complete Assembly process, assemble next tray Container placed on sterilization cart After assembly is completed
Add Tip Protectors Technician Guard against sharps injuries Add to certain sharp instruments upon request During assembly