How to Create a Loaner Inventory

There are two ways to create a loaner inventory, both methods collect the same information and result in the tray being added to your active loaner inventory. Once a loaner tray is created, you will not need to create it again.

Option 1: From the Loaner Inventory Tab

1. Log in to your Settrax account (at the kiosk or on your personal device).
2. Click Loaner Inventory.
3. Enter the Tray Name (Name cannot be changed once created), Unique Identifier (optional) and select whether or not the tray contains implants.
4. Enter the Par Weight.
   • You may use the kiosk scale to determine this.
   • Trays over 25 lbs must be split into separate trays (for example: Tray Name - Part 1 and Tray name - Part 2).
5. Select the Manufacturer.
   • If the manufacturer is not listed, contact Settrax Support via chat.
6. Enter the number of Tray Layers.
7. Click Add Loaner Tray.

Option 2: While Checking In or Acknowledging a Case 

1. On the case acknowledgment or check-in page, click Add Loaner.
2. Fill out the Add Loaner window with the tray details.
3. Submit the form.

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!