The “next step” of the Surgery Supply, Instrument & Equipment Storage Reorganization Project was to identify and inventory all of the instruments and supply items, and was literally the tip of the iceberg.  This was the starting point of a two-pronged approach which entailed running various reports to “reconcile” the item inventories and come up with a plan to update & maintain the information.  It was extremely important to have the input, support, and collaboration of end-users from both clinical experts as well as the materials and IT non-clinical experts.  Their feedback provided the necessary information required to establish baseline for data optimization and standardizing naming conventions for sorting, confirming inventory locations, and par levels, etc.  Other benefits included the ability to create new tools such as locator lists and color coded labeling to assist in finding instruments and supply items quickly, and laminated pictures and colored tape identifying storage locations to assist in putting equipment away.

Preparing the shelves to establish and accommodate new storage locations meant sorting, identifying and comparing all of the instruments and supplies found in cabinets, cubbies and storage shelves including back-up, seldom used, and discontinued items.  Planning the reorganization required categorizing like-items and instruments and identifying new storage locations and container solutions for easier case picking, put-away, scanning, and replenishment.