Safe Handling
and
Management of Surgical Loan Kits
Training Program for
CSSD
The Training Program
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Developed by the CSSD Education Group of the National
Working Party
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Based on the National Guide – Design and Handling of
Surgical Instrument Transport Cases – May 2011
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Generic package – able to be adapted for each individual
Health Service Organisation (HSO)
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Individual needs should be taken into account
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The Training Program
Session Title:
Safe Handling and Management of Surgical Loan Kits
Learning Outcomes:
At completion of this training program the participants
should be able to:
 Identify and control hazards in the loan set area
 Follow the safe operating procedures for receipt and
dispatch of surgical instrument transport cases
 Use the equipment safely – transport case, lifters, trolleys
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Definition:
Surgical Loan Kit is a combination of fully laden
surgical instrument transport cases and prostheses tubs
on loan to Health Service Organisation for a surgical
operation.
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The National Guide provides practical guidance
Appropriate lifting equipment must be used when
handling transport cases and surgical instrument trays
Trays 5kg - 7kg – use appropriate controls, including
decanting
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Pre-start checklist according to your
(HSO)– Loan Set Area
Check for hazards – access and egress, how/where it
arrives and leaves, prepare workstation and surrounds.
 Report hazards and equipment issues, use of repair tags,
maintenance issues
 Equipment checks – mobile and/or fixed lifters are in
good working order and are charged for the day.
 Ensure wheeled platforms are in situ with transport cases
– bottom of stack
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Safe Operating Procedures
Based on Processes for HSO – National Guide
 RECEIPT

‘Unpacking Surgical Loan Set Transport Cases’
 DESPATCH

‘Packing Surgical Loan Set Transport Cases’
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Model transport case
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Generic size
End opening
Slip sheets
Wheeled platform (dolly)
Stackable feature aimed at
maximum height of two
cases; able to place 1 x tub
on top (locked into place)
Height to maximum of 1350
mm and weight of 80 kg
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Demonstration Video
The Video you are about to see will demonstrate the safe
operating procedure for ;
 The unpacking of surgical instrument sets from the
transport cases.
 Packing surgical loan instrument sets into transport
cases.
Featured Health Service
Organisation
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This HSO is able to demonstrate minimal handling of the
trays of the instrument sets
Specific area designed to load directly onto the washer
disinfector trolleys.
All checking and handling of each tray is completed as it is
unloaded onto the workstation.
The safe operating procedure supplied with this training
package should be adjusted to individual HSO.
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Practical Demonstration
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Using the Safe Operating Procedures

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Unpacking of Surgical Loan Set Transport Cases
Packing of Surgical Loan Set Transport Cases
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Using appropriate equipment – lifters and trolleys
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Supervision – buddy system
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Assessment
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Completion of Tasks as per the Safe Operating
Procedures - Practical
 Completion of Competency-based assessment
form/checklist
 Quiz, questionnaire or other assessment
methods
 Consideration of individual needs
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Evaluation
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Use of discomfort surveys as part of evaluation
Pre & Post Evaluation forms to identify areas of
improvement for training, processes
Feedback
Supervision
- buddy system
- ongoing supervision by Manager and/or Manual
Handling Coordinator
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Resources
National Guide – Design and Handling of Surgical
Instrument Transport Cases – May 2011
 Safe Work Australia – www.safeworkaustralia.gov.au
 State and Territory Regulators
 State and Territory Departments of Health
 www.sraca.org.au
 www.hwsa.org.au
 www.workcover.nsw.gov.au
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Resources
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Australian Capital Territory- Worksafe ACT
Commonwealth – Comcare
New South Wales – Work Cover Authority of NSW
New Zealand – Ministry of Business, innovation and
employment- health and safety
Northern Territory- NT Worksafe
Resources
Queensland – Workplace Health and safety Queensland,
Department of Justice and Attorney – General (WHSQ)
 South Australia – Safe Work SA
 Tasmania- Workplace Standards Tasmania
 Victoria- WorkSafe Victoria
 Western Australia – WorkSafe WA
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