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Applying a Tag to a Recipe for Search and Identification Purposes

Kevin U
  • Updated

Applying a Tag to a Recipe for Search and Identification Purposes

For identification and search purposes, you can apply IDDSI tags, diet order tags, or custom tags to a master recipe or a "My Recipe" recipe (i.e., a recipe owned by your account).

To apply a tag to a recipe, complete the following steps: 

  1. Locate and open the recipe you want to apply a tag to.
  2. In the Add/Edit Tags section, click the Add New button, and a drop-down section appears that allows you to search for and select the desired tags from the following sub-sections: IDDSI Tags, Diet Order Tags, and Custom Tags. 

    add_edit_tags.png
     
  3. After selecting the desired tags, click the Save button at the top right corner of the recipe window to apply the tags and save the recipe. 

Creating a Custom Tag

To create a custom tag with a food or beverage icon that can then be applied to a recipe or food, complete the following steps:

  1. From the left navigation sidebar, select Tools & Setup > Recipe Tools.
  2. Click the Tags tab.
  3. Click the Add New button. The Create Diet Order Tag slide-out panel appears.

    create_diet_order_tag.png
     
  4. Enter or select the following::
    • Name - enter the name of the tag.
    • Tag Type - select Custom
    • Display Name - enter the abbreviated display name for the tag (no more than eight characters).
    • Icon - select an icon for the tag (if an icon is not required, select No Icon). 

      tag.png
       
    • Tag color - select the color of the tag.
    • ID - enter the numerical ID to display on the tag.
    • Definition - enter any description about the tag.
  5. Click the Save button. The newly-added tag is listed in the Custom tab onscreen. 

Unpublishing a Tag

You have the ability to unpublish a tag (i.e., IDDSI tags, diet order tags, custom tags). If so then the tag will not display on the various screens and reports in the system. To unpublish a tag: 

  1. From the left navigation sidebar, select Tools & Setup > Recipe Tools.
  2. Click the Tags tab. The Tags screen appears.
  3. Search for and click the name of the tag you want to unpublish. The slide-out panel for the tag appears.
  4. Click the Unpublish button. The button changes to Publish. The tag is now unpublished.

    Note: Another means to unpublish a tag is to select its gear icon in the Actions column and select Unpublish. 

Publishing a Tag

If a tag is unpublished, then it can be published. To publish a tag:

  1. From the left navigation sidebar, select Tools & Setup > Recipe Tools.
  2. Click the Tags tab. The Tags screen appears.
  3. Search for and click the name of the tag you want to publish. The slide-out panel for the tag appears.
  4. Click the Publish button. The button changes to Unpublish. The tag is now published.

    Note: Another means to publish a tag is to select its gear icon in the Actions column and select Publish.

Deleting a Tag

When a tag is created by your account, then that tag can be deleted by your account. To delete a tag:

  1. From the left navigation sidebar, Tools & Setup > Recipe Tools.
  2. Click the Tags tab. The Tags screen appears.
  3. Search for and click the name of the tag you want to delete. The slide-out panel for the tag appears.
  4. Click the Delete button. A confirmation message appears.
  5. Click Delete to the confirmation message to delete the tag.

    Note that another means to delete a tag, is to select its gear icon in the Actions column and select Delete.

FAQs

Do tags applied to recipes display in the front-end ordering apps (Touch app, Portal app, POS)?

No.