Set up your theatres

This is step 4 of 5, and the only one you can skip — a hospital that does not operate does not need it. If you do operate, this page does two jobs: it lists the rooms cases are booked into, and it sets how strictly the surgical safety checklist is enforced.

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Add your theatres

The Theatres card is “The rooms cases are booked into.” Adding one is a single field, not a dialog: enter the name — the box prompts with “New theatre name, e.g. Theatre 1” — and select Add. Name them the way the list is called on the day: Theatre 1, Day Case Theatre, Obstetric Theatre. Each theatre then carries a status you can change as your estate changes: Active, Maintenance or Closed. Two cases can never occupy the same theatre at overlapping times. An overlapping booking is refused outright rather than warned about, so the list you see is always a list that can physically run. Theatres are deliberately optional at booking time. With none created, the card says “No theatres yet. A case can still be booked without one and assigned later.” That lets a new hospital start scheduling before its estate is entered — but an unassigned case is a case nobody knows where to send, so do not leave it there.

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The surgical safety checklist

Every case carries the standard WHO Surgical Safety Checklist (2009) in three phases, and the phases match the moments a real team already pauses: Ticking is open to everyone in the room. The checklist is a team instrument, not a surgeon’s form, and the person who notices the gap is often not the person holding the knife. To change the wording, reorder items, retire ones you do not use or add your own, select Customise the checklist. Your current items are copied in as the starting point, so you edit rather than rebuild.

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Choose your enforcement policy

One switch on the Safety checklist card decides what an incomplete phase does: Require the checklist before a case advances. Either way the case sheet names the gap precisely — “Sign in is incomplete — 2 of 7 items not confirmed” — so nothing is hidden by leaving the switch off. The product’s own advice is worth repeating, because it runs against instinct: most theatres leave this off deliberately. A system that refuses to let an operation proceed because a box is unticked tends to get worked around, after which the record is wrong and the checklist is theatre. Turn it on only if your governance requires it. That makes this a decision for your clinical governance lead, not one to take at a keyboard.

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Check it worked

• Settings → Theatre lists every theatre you operate, each with a status.
• Open Theatre → Theatre List and select Book case. The Theatre picker offers your theatres by name instead of only Unassigned.
• Open a booked case. Each checklist phase shows its checked-of-total badge, and an incomplete phase gives the message that matches the policy you chose.

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If something goes wrong

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Next step