Schedule & forecast

Get around the schedule

1. 1Open "Schedule". Four views: "List", "Week" (the default), "Month", and "Forecast".
2. 2Page with "‹ Prev" and "Next ›"; jump back with "This week" / "This month".
3. 3In Month view, tap any date to see that day's cases below the grid.

Schedule a case

1. 1Tap "Schedule a case" at the bottom of any schedule view.
2. 2Set the "Case date" (start time optional).
3. 3Pick the surgeon and hospital.
4. 4Pick one of the surgeon's procedures — the "Transfers to the case" preview shows exactly which trays and pull-items the case will start with.
5. 5Answer the extra-trays question: "No — just the procedure trays" or "Yes — I'll bring extras" (then add trays with quantities).
6. 6Optionally add a description, then tap "Schedule case".

• The procedure list belongs to the surgeon — if it's empty, add procedures under the surgeon's tabs first (see Surgeons & procedures).
• Extra trays count toward the Tray Forecast, so the coverage math stays honest.

Read the Tray Forecast

The Forecast tab shows, set by set and day by day, whether the week is covered.

1. 1Open "Schedule" and tap the "Forecast" tab.
2. 2Read the day chips across the top: ✓ Ready means the day is clear; amber and coral counts mean sets need attention.
3. 3In the grid, each row is one of your sets and each cell shows needed/owned for that day.
4. 4Tap a day's count, or any cell, to see exactly what to do and why.

• ✓ Ready — every hospital already has the sets it needs that day.
• ⇄ Move a set — you own enough, but one has to be relocated; the suggestion names which hospital to take it from and which case drives it.
• ▲ Short — that day's cases need more sets than you own; order or borrow the difference.
• Suggestions are advisory — Dash never moves a tray for you. Act on one via the check-in flow.

Move or delete a scheduled case

1. 1Open the case from any schedule view.
2. 2Scroll to the bottom and tap "Case options".
3. 3Change the "Case date" and tap "Move" — or tap "Delete this case" to remove it.

• Deleting a case removes its prep checklist and its tray demand from the forecast. It can't be undone.