> ## Documentation Index
> Fetch the complete documentation index at: https://help.clinikehr.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up your theatres

> Step 4 of hospital setup — add your operating theatres and decide whether an incomplete safety checklist stops a case or is only recorded.

export const StillStuck = ({topic}) => <div className="ck-callout ck-callout--note" role="note">
    <p className="ck-callout__body">
      <strong>Still stuck{topic ? ` with ${topic}` : ''}?</strong>{' '}
      Check <a href="/platform/help/troubleshooting">Troubleshooting</a> first —
      it covers the failures we see most often. If that does not resolve it,{' '}
      <a href="/platform/help/contact-support">contact support</a> and include
      your workspace name and the time the problem happened, so we can find the
      matching entry in your audit log.
    </p>
  </div>;

export const TaskHeader = ({before, time, after}) => <div className="ck-task">
    {before ? <div className="ck-task__cell">
        <div className="ck-task__title">Before you start</div>
        <p className="ck-task__body">{before}</p>
      </div> : null}

    {time ? <div className="ck-task__cell">
        <div className="ck-task__title">Takes about</div>
        <p className="ck-task__body">{time}</p>
      </div> : null}

    {after ? <div className="ck-task__cell">
        <div className="ck-task__title">When you're done</div>
        <p className="ck-task__body">{after}</p>
      </div> : null}
  </div>;

export const Path = ({steps = []}) => <span className="ck-path">
    {steps.map((s, i) => <span key={i} className="ck-path__step">
        {i > 0 ? <span className="ck-path__sep" aria-hidden="true">
            ›
          </span> : null}
        {s}
      </span>)}
  </span>;

export const Availability = ({editions = ['all'], plans, roles, note}) => {
  const list = editions.includes('all') ? ['clinic', 'pharmacy', 'lims'] : editions;
  return <div className="ck-avail" role="note" aria-label="Feature availability">
      <span className="ck-avail__label">Available in</span>

      {list.map(e => <span key={e} className={`ck-pill ck-pill--${e}`}>
          {EDITION_LABELS[e] || e}
        </span>)}

      {plans ? <span className="ck-avail__label">Plan</span> : null}
      {plans ? <span className="ck-pill ck-pill--plan">{plans}</span> : null}

      {roles ? <span className="ck-avail__label">Who</span> : null}
      {roles ? <span className="ck-pill ck-pill--role">{roles}</span> : null}

      {note ? <span className="ck-avail__note">{note}</span> : null}
    </div>;
};

<Availability editions={['clinic']} plans="Enterprise" roles="Owner, Manager" note="Also needs the Surgical theatre care area, which is off by default" />

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.

<Path steps={['Sidebar', 'Settings', 'Theatre']} />

<TaskHeader before="The Surgical theatre care area switched on in Settings → Facility" time="10 minutes, plus a conversation with your governance lead" after="Named theatres to book cases into, and a checklist policy your whole hospital follows" />

<Note>
  **Surgical theatre is off by default.** If there is no **Theatre** tab in Settings and no **Theatre** group in your sidebar, switch the area on first — see [Turn on your care areas](/hospital/get-started/care-areas).
</Note>

## 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.

## 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:

| Phase        | When it is worked                 |
| ------------ | --------------------------------- |
| **Sign in**  | Before induction of anaesthesia   |
| **Time out** | Before skin incision              |
| **Sign out** | Before the patient leaves theatre |

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.

## Choose your enforcement policy

One switch on the **Safety checklist** card decides what an **incomplete** phase does: **Require the checklist before a case advances**.

| Switch                | What happens on an incomplete phase                      | Staff see                                                               |
| --------------------- | -------------------------------------------------------- | ----------------------------------------------------------------------- |
| **Off** (the default) | The gap is shown and recorded, and the case proceeds     | "You can continue, and the gap will be recorded."                       |
| **On**                | The status change is refused until the phase is complete | "This clinic requires the checklist to be completed before continuing." |

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.

<Warning>
  Change this switch deliberately and tell the theatre team. Turning it **on** mid-list will stop cases that were about to advance; turning it **off** removes a stop your team may be relying on.
</Warning>

## 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.

## If something goes wrong

<AccordionGroup>
  <Accordion title="There is no Theatre tab in Settings">
    The **Surgical theatre** care area is off — it starts that way for every hospital. Switch it on in **Settings → Facility**.
  </Accordion>

  <Accordion title="The Theatre field on a booking only offers Unassigned">
    No theatres have been added yet. Add them here; a case already booked can be assigned to a theatre afterwards.
  </Accordion>

  <Accordion title="A booking was refused for a time the theatre looked free">
    Another case already overlaps that slot in the same theatre. Overlaps are refused, not warned about — check the list for the same day.
  </Accordion>

  <Accordion title="A Move to button is disabled on a case">
    With enforcement on, an incomplete phase stops the case advancing, and the message above the button names the phase and the count. If the checklist is complete, it is a permission — advancing a case is granted separately.
  </Accordion>

  <Accordion title="Staff can see the theatre list but cannot book">
    Booking, advancing, cancelling, recording an operation note, signing one and managing theatre setup are six separate permissions. See [Permissions](/platform/team/permissions).
  </Accordion>
</AccordionGroup>

<StillStuck topic="theatre setup" />

## Next step

<Columns cols={2}>
  <Card title="Step 5 — Invite hospital staff" icon="https://mintcdn.com/clinikehr/nLyvBRumcl1Yk8z3/images/icons/user-plus.svg?fit=max&auto=format&n=nLyvBRumcl1Yk8z3&q=85&s=a3fbf78fb687cbc78acbe559e500b46f" href="/hospital/get-started/invite-team" width="24" height="24" data-path="images/icons/user-plus.svg">
    Bring people in by department, with the right role and permissions.
  </Card>

  <Card title="Run the theatre list" icon="https://mintcdn.com/clinikehr/nLyvBRumcl1Yk8z3/images/icons/scissors.svg?fit=max&auto=format&n=nLyvBRumcl1Yk8z3&q=85&s=84504e6721660516bc63d2d4b464ecce" href="/hospital/theatre" width="24" height="24" data-path="images/icons/scissors.svg">
    Book a case, work the checklist and sign the operation note.
  </Card>
</Columns>
