Five-tab layout
The milestone settings page is organized into five tabs:Tab 1: Milestones
Manage the facility’s milestone library — the individual workflow steps that can be added to templates.- Create new facility-specific milestones with name and validation ranges (min/max minutes)
- Pair milestones using click-to-pair mode (e.g., “Anesthesia Start” paired with “Anesthesia End”)
- Archive/Restore milestones with soft delete
- Global milestones (synced from admin templates) are shown with a lock icon and cannot be edited at the facility level
Tab 2: Phases
Define the phase library for your facility. Phases group milestones into logical stages of the surgical workflow (e.g., Pre-Op, Surgical, Closing, Post-Op). Each phase specifies boundary milestones that define when the phase begins and ends.Tab 3: Templates
The template builder is a 3-column drag-and-drop interface:- Available milestones — drag from here to add to the template
- Template canvas — vertical phase-grouped flow showing the milestone sequence
- Preview — live timeline preview of the template
Required milestones
Every template must include 4 phases and 8 milestone placements:| Phase | Required milestones |
|---|---|
| Pre-Op | Patient In Room |
| Surgical | Prep & Drape Start, Prep & Drape Complete, Incision |
| Closing | Closing (shared boundary), Closing Complete (shared boundary) |
| Post-Op | Patient Out |
Tab 4: Procedures
A 2-column layout for assigning templates to procedure types:- Left — procedure type list with search and filter
- Right — template assignment dropdown and timeline preview
Tab 5: Surgeons
A 3-column layout for surgeon-specific template overrides:- Left — surgeon list with specialty filter
- Center — override configuration form
- Right — template timeline preview
Template cascade
When a case is created, ORbit resolves which template to use:
The resolved template is stamped on the case at creation time, so subsequent template changes don’t affect existing cases.