Checking Out Consignment Trays

Removing consignment trays from a facility requires a multi-step approval process to ensure proper tracking and facility oversight.

Check-Out Workflow:

1. Submit a removal request – Initiate a check-out request for the consignment tray(s) you need to remove from the facility
2. Wait for facility approval – A facility admin must review and approve your request before you can proceed
3. Complete check-out at the kiosk – Once approved, check out the tray(s) at the hospital kiosk following the standard check-out procedure

Why Approval is Required:

The Consignment Inventory system requires facility admin approval for all consignment tray activities—check-in, editing, and check-out. This approval process ensures the facility maintains complete control and visibility over all consignment inventory entering and leaving their premises, protecting both the facility and vendor from discrepancies or unauthorized removals.

Important: You cannot physically remove consignment trays from the facility until your check-out request has been approved and you've completed the kiosk check-out process.

Step 1: Request Checkout 

1. Log in to your Settrax account
2. On the left side panel, click on Consignment Inventory
3. Under Managed Consigned Tray, find the tray you want to checkout and below the “Status” click Approved
4. On the pop up window, click Request. *Status will change from ‘Approved’ to “Pending Check-Out. The facility admin will approve/deny your request and when approved, you’ll receive a text or email notification to proceed with the check-out.
5. Once approved, the status will change to Check out

Step 2: Complete Check Out Process at the Kiosk

1. On the Consignment Inventory page, find the tray and click the Check Out button
2. Look for the tray that correlates to the picture on the screen, put it on the scale and select Click to Capture
3. Once a picture is taken, click Next Layer. 
4. On the pop up window, make sure the weights and the “Check In/Out Pictures” are the same. Note: Click the  “Check in Picture” and toggle between the “Check in and Check out Pictures” to compare
5. After checking the pictures, close the window then click Complete Tray Checkout

 How to Checkout with a Discrepancy 

1. On the Consignment Inventory page, find the tray and click the Check Out button 
2. Look for the tray that correlates to the picture on the screen, put it on the scale and select Click to Capture
3. Once a picture is taken, click Next Layer. On the pop up window, make sure the weights and the “Check In/Out Pictures” are the same.  Note: Click the  “Check in Picture” and toggle between pictures to compare.
4. If the discrepancy is only due to the water weight, tick the liability box and click Complete Tray Checkout. Note: This will release the facility of any liabilities for any discrepancies in the tray

If an instrument is missing, write a detailed note e.i: name of the missing item/s  in “Check Out Notes” and click Complete Tray Checkout

5. You can now remove the tray from the facility.

Note: To remove the discrepancy from your active inventory, a facility staff would need to log in to their account and write a comment in the “Facility Note” 

If you have further questions on this article or to learn more, please contact support at support@settrax.com. We're here to support your success!