Creating Recipe Extension Templates (Corporate Account Users and Higher)

An extension template can be created by corporate accounts users and above. Facility account users do not have the ability to create extension templates. See Creating a Recipe Extension Template for instructions on creating a recipe extension template. 

Viewing Existing Extension Templates that are Available for Use

To view the existing extension templates that are available for use in your account, complete the following steps:

1. In your Core account, select Settings from the left navigation sidebar. The Settings panel appears to the right. 
2. From the Settings panel, select Menu & Recipes Settings > Extension Templates. The Extension Templates screen appears. 
   
   
    
3. To view details of a template, selects its ellipsis in the Actions column and click View (first screenshot below). The screen specific to the template appears (second screenshot below). 
   
   
   
   

Editing an Extension Template (only if created by your account)

If your account created the extension template, then it can also be edited. To edit an extension template, click its ellipsis in the Actions column and select Edit Template (first screenshot below). The Edit Extension Template screen appears (second screenshot below).  

Note: If your account did not create the extension template, then your account cannot edit it. 

Creating a Recipe Extension Template (Corporate Account Users and Higher)

What to Know Before Starting

A recipe extension template can be created by corporate accounts users and above. Facility account users do not have the ability to create extension templates.

When an account creates a substitute recipe from a recipe extension template, the substitute recipe will be created with a yield of 1, and will have as its ingredient the regular recipe. All other fields in the substitute recipe are populated from the template, such as cooking and temperature info, additional ingredients and preparation steps that are required to create the substitute recipe. 

When creating a recipe extension template, you will need to associate it with a recipe category (i.e., entrée, soup, vegetable, etc.). A recipe extension template will only be available for selection from a recipe extension grid, menu item extension grid, or fluid extension grid if the recipe and the recipe extension template share the same recipe category. For example, if the recipe is associated with the "starch" category, and the recipe extension template is associated with the "starch" category, then the recipe extension template will be available in the extension grid for that recipe. 

Having extension templates for different recipe categories offers the flexibility needed by the MealSuite system to meet different recipe details (e.g., preparation steps, amount of liquid, etc.) for the various texture type/recipe category combinations or fluid type/recipe category combinations.

First Steps

To get started on creating a recipe extension template, complete the following steps: 

1. In your Core account, select Settings from the left navigation sidebar. The Settings panel appears to the right. 
2. From the Settings panel, select Menu & Recipes Settings > Extension Templates. The Extension Templates screen appears.  
3. Click Add New button. The Add New Extension Template screen appears. 
   
   
    
4. In the Name field, enter an identifiable name for the template that contains the texture type or fluid type abbreviation and the recipe category. Some example names are shown in the screenshot below.
   
   
    
5. If the template is for a texture type, select Texture. If the template is for a fluid type, select Fluid.

Completing the General Settings

In the General Settings section, enter or selection the following:

• Texture Type (available if Template Type is Texture) - select the texture type the extension template is associated with.
• Fluid Type (available if Template Type is Fluid) - select the fluid type the extension template is associated with.
• Recipe Box - select the appropriate therapeutic label for the recipe (e.g., Texture Puree). Note that if a facility account uses this extension template to create a substitute recipe, the label for Recipe Box will automatically change to the My Recipes label (see What is a "My Recipes" Recipe? for information about the My Recipes label). If a system or corporate account uses this extension template to create a substitute recipe, the label for Recipe Box remains as to what is in the template.
• Prefix (optional) - enter the texture type or fluid type abbreviation (e.g., Chp/SB6). When a user creates a substitute recipe from the template, the prefix will automatically be entered in front of the substitute recipe name.
• Categories - select the recipe category that the extension template is associated with. As noted above, a recipe extension template will be available for selection from a recipe extension grid, menu item extension grid, or fluid extension grid if the recipe and the recipe extension template share the same recipe category (i.e., entrée, soup, vegetable, etc.). 
  Note: The system will not allow a duplicate recipe extension template to be created. If another recipe extension template exists for the same texture type or fluid type selected above and is currently published, then the recipe category from that existing recipe extension template will not be available for selection from the Categories field for a new recipe extension template.
• Tags (optional) - select apply IDDSI tags, diet order tags, and custom tags to be applied to a recipe created from this template.

Completing the Serving Information

In the Serving Information section, enter or selection the following:

• Portion size - enter the portion size to be served for the recipe based on your facility standards. For example, for a soup recipe, the portion size could be 180 ml or 6 fluid ounces. The portion size accepts numbers up to two decimal points and fractions.
  
  
  
  Note: If a standard unit of measure is not applicable for the recipe, then you can create a special unit of measure (SUoM), such as “each” or “slice”. See Entering Special Unit of Measure (SUoM) for Portion Size for specific instructions.
• Portion Size Description (optional) - enter a description of what the portion size consists of, which can be useful in a production kitchen.
• Serving Utensil (optional) - if there is a serving utensil required for the recipe, then select it from the Serving Utensil field.

Entering Cooking and Temperature Info

Click the Next: Ingredients and Preparation Steps button to display the Ingredients and Preparation Steps tab.

 

As noted above, when an account creates a substitute recipe from a recipe extension template, the substitute recipe will contain the regular recipe as its ingredient. The regular recipe contains its own cooking and temperature info. Additional cooking and temperature info to make it a substitute recipe are populated from the template. To add cooking and temperature info to the template, enter the following

• Cook Method
• Cook Temp
• Cook Time
• Cook End Temperature - enter as per HACCP. This is the temperature that food must reach at the end of the cooking process to ensure it is safe for consumption.
• Holding Temperature - enter as per HACCP. This refers to the temperature at which food should be maintained after cooking to keep it safe and palatable until served.
• Holding Time - enter as per HACCP.

Adding Ingredients to the Template

As noted above, when an account creates a substitute recipe from a recipe extension template, the substitute recipe will contain the regular recipe as its ingredient. Additional ingredients to make it a substitute recipe are populated from the template. Rather than repeat the instructions here, the same instructions are found in the existing Creating a New Recipe article in the Adding Ingredients section. 

Adding Preparation Steps to the Template

As noted above, when an account creates a substitute recipe from a recipe extension template, the substitute recipe will contain the regular recipe as its ingredient. The regular recipe contains its own preparation steps. Additional preparation steps to make it a substitute recipe are populated from the template. Rather than repeat the instructions here, the same instructions are found in the existing Creating a New Recipe article in the Adding Preparation Steps section.

Click the Create Button

With all of the above template steps completed, click the Create button at the bottom right of the screen to save the template. Note that if you are attempting to create an extension template for a template that already has the same texture/fluid type and categories, the system will prevent the creation of the template and display the following message indicating such:

Copying an Existing Recipe Extension Template

Instead of creating a recipe extension template from scratch, you can copy an existing recipe extension template and modify it as needed. To copy an existing recipe extension template, complete the following steps:

1. In your Core account, select Settings from the left navigation sidebar. The Settings panel appears to the right. 
2. From the Settings panel, select Menu & Recipes Settings > Extension Templates. The Extension Templates screen appears.  
3. For the extension template to be copied, clicked its ellipsis in the Actions column and select Save As (first screenshot below). The Save as Template modal appears. 
   
   
   
    
    
4. In the Name field, enter an identifiable name for the template that contains the texture type or fluid type abbreviation and the recipe category. Some example names are shown in the screenshot below.
   
   
    
5. From the Categories field, select the recipe category that the extension template is associated with. Note that a recipe extension template will be available for selection from a recipe extension grid, menu item extension grid, or fluid extension grid if the recipe and the recipe extension template share the same recipe category (i.e., entrée, soup, vegetable, etc.). 
   
   Note: The system will not allow a duplicate recipe extension template to be created. If another recipe extension template exists for the same texture type or fluid type selected above and is currently published, then the recipe category from that existing recipe extension template will not be available for selection from the Categories field for a new recipe extension template.
    
6. Click the Save button. The recipe extension template is created.
    
7. Modify the template as needed. 

Unpublishing a Recipe Extension Template

A recipe extension template by default is automatically published in the system, meaning it is available for use by the account owner (i.e., the account that created the recipe) and any child accounts.

A recipe extension template can be unpublished in the system, which means it will not be available for use in your account and any child accounts. If a substitute recipe was created from the recipe extension template, that substitute recipe is not affected (i.e., remains in the system). 

To unpublish a recipe extension template, complete the following steps:

1. In your Core account, select Settings from the left navigation sidebar. The Settings panel appears to the right. 
2. From the Settings panel, select Menu & Recipes Settings > Extension Templates. The Extension Templates screen appears.  
3. For the extension template to be unpublished, clicked its ellipsis in the Actions column and select Unpublish (screenshot below). The template is unpublished and given a status of Unpublished. 
   
   

Republishing a Recipe Extension Template

To republish a recipe extension template that was previously unpublished, complete the following steps:

1. In your Core account, select Settings from the left navigation sidebar. The Settings panel appears to the right. 
2. From the Settings panel, select Menu & Recipes Settings > Extension Templates. The Extension Templates screen appears.  
3. For the extension template to be published, clicked its ellipsis in the Actions column and select Publish (screenshot below). The template is published and given a status of Published.