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Design a Template

Dashboard​

Here is the starting point. You can access different menu items on the sidebar to the left. Click on the second icon from the top to access our 'Template Library'.

Dashboard

Template Library Overview​

The Template Library is your central hub for accessing surgical workflow templates on IMPedia. It includes a growing collection of public and your private templates, which you can explore, preview, and adapt to your needs or design your own template.

Template Library

Create new template button

Click this button to create a new template

How to Design a Template​

Follow the steps below to create a structured surgical workflow template using the IMPedia web application:

1. Define Basic Template Information​

  • Select the discipline (e.g. Orthopedic Surgery) and speciality (e.g. Spine)
  • Enter a clear and recognisable title for your procedure
  • Set the visibility: choose between public (shared across all users) or private (for personal use only)

Basic template information

2.1. Add Required Materials

  • Enter all materials, implants, and extra items needed for the procedure
  • Organise by category or surgical phase as needed

Add materials

In case your material is not in our library yet:

Add new item to library

Choose category and add new item to the material library

Select material category

Select material category via the dropdown

2.2. Define the OR Set-Up​

Create set-up items like instrument tables or patient positioning steps and add attachments to visualize tables or set-up steps.

  • Define instrument tables, patient positioning, and any relevant pre-op setup information

Add set-up item button

Click '+Add item' to add a set-up item

Set-up item title and description

Set title and description and click save to save set-up item

Set-up item actions

Click the paperclip icon to add media as visual guide for instrument tables or patient positioning — click the trash icon to delete the set-up item

Search and add set-up items

Search items in the search bar and add to set-up item via the dropbox

2.3. Add Equipment and Devices

Add equipment and devices

Search item in library or add new one via 'Add to library'

3.1. Add Procedure Steps

  • Add individual steps using the step editor:
    • Choose the type: Procedure, Check, or Risk
    • For each step, define a title and a short description (incl. additional info, e.g. materials used)
    • Optionally assign the step to a specific role

Procedure steps

Add new step to library

Add new step to library

3.2. Attach Media to Steps​

  • Enhance your template by adding videos, images, or PDFs to support learning or clarify complex steps
  • Use the upload function in each step or item section

Attach media

3.3. Add Postoperative Notes​

  • Use the Post-OP Notes section to provide:
    • Follow-up instructions
    • Complication watch-outs
    • Recovery and discharge guidelines
  • This section is especially useful for training, continuity, and handovers

Post-OP notes

4. Attachments Overview​

  • Use the Attachments Overview section to:
    • View and manage all media files attached to steps across your template

Attachments overview

Upload general resources

Upload general resources like PDF articles, surgical protocols, or instructional videos that are not tied to a specific step

5. 'Finish Editing'​

Finish Editing button

End template design by clicking on 'Finish Editing'