Webinar (Nov. 14, 2024) on New Menu Changes (Version 3)
Please click the link below to watch the webinar on the menu changes (version 3) released in September 2024.
Webinar (Nov. 14) on New Menu Changes (conducted by Heather Carey and Tessa Stone).
Questions and Answers from Webinar
How do you generate Tray Cards in numeric order?
Tray cards can be accessed by going to People > Reports and choosing the Tray Card Tickets option. To generate the report in room order, make sure you are selecting Sort by: Room in the formatting options. See the following article for specific instructions: Tray Card Ticket Report (People) - lists Dietary Needs (no Food).
How do you print a weekly menu?
You can print a weekly menu by going to Menus > Reports and choosing the Week-at-a-Glance option. See the following article for specific instructions: Week-at-a-Glance (WaaG) Report (Menus).
The week-at-a-glance menu shows food names that include the type of item we’re using in the kitchen. How do I get a more patient-friendly copy?
When you’re reviewing the formatting options, we recommend choosing Display Name for the Print By option. This will list items by their more friendly name (such as "Apple Juice" instead of "Juice, Apple from frz"). See the following article for specific instructions: Week-at-a-Glance (WaaG) Report (Menus).
How do you print a report that shows your menu extensions?
You can print the Diet Extensions report by going to Menus > Reports and choosing the Diet Extensions option. See the following article for specific instructions: Diet Extensions Report (Menus).
How do I assign a menu to a specific service location?
You assign a menu service location when you’re scheduling your menu.
If the menu has already been scheduled, you can still assign a menu service location. To do so, see Assigning Menu to a Menu Service Location (MSL).
If you need more information on creating a menu service location, see Creating a Menu Service Location (MSL).
If I make changes to the menu, how do I set it for my therapeutic diets so I can ensure they are all in line with each other?
If your menu properties are set such that adding a new item will auto-open the extension editor, you will be presented with the extension grid after adding your item.
If your item is already on the menu, you can easily access the extension grid and make updates as needed. This can be done from either the menu day view of the weekly view. For specific instructions see Opening a Menu Item Extension Grid.
Can the menu category order be changed?
Yes. Access Tools & Setup > Menu Settings to view the current menu categories, and then drag-and-drop the categories to the desired order by clicking and holding the = sign of a category. For specific instructions, see Changing Sort Order of Menu Categories.
How do I change the status of my menu to active or inactive?
The status of your menu is dependent on whether or not it’s been scheduled or not.
- A menu is in Active status when its scheduled start date has occurred.
- A menu is in Inactive status when the menu is unscheduled.
- A menu is in Future status when its scheduled start date has not occurred.
See the following articles for more information on menu scheduling:
Can you move items from the week view?
No. You cannot drag and drop recipes between days on the weekly view screen. However, from the weekly view you can now add a recipe directly to a day. To do so, see Adding Items to a Menu.
Do we have the ability to move a meal from one day to another?
Yes You can copy items within your menu to another day or meal period. Start by opening the menu to the menu day view of the week and day you want to copy, and then use the Copy Menu Item button to make your selections. See the following article for specific instructions: Copying Menu Items within Same Menu.
Can we print our book for the week?
There are a lot of menu reports that you can utilize to develop your book for the week (see Summary of the Menu Reports). One of these, the Recipe Cookbook report, will allow you to choose the week you want your recipes for and print them in one report. You can get to this report by going to Menus > Reports and choosing the Recipe Cookbook option. Also, ensure menu report settings are set to the week you need.
When a menu item is added, how do you adjust the extensions?
If your menu properties are set such that adding a new item will auto-open the extension editor, you will be presented with the extension grid after adding your item.
If your item is already on the menu, you can easily access the extension grid and make updates as needed. This can be done from either the menu day view of the weekly view. For specific instructions see Opening a Menu Item Extension Grid.
How do you add a picture of the food to the recipe?
Start by opening the recipe from either the Recipes listing screen or the menu. Click on the photo icon on the right of the screen and upload your picture.
How do you add branding to your menu reports?
You can add a logo by going to Tools & Settings > Manage Facility and selecting the Configure Branding tab. When you print your menu reports, you’ll be able to choose the Include Branding option to show the logo you’ve added.
See the following articles for more information:
- Configuring Branding for Reports
- Week-at-a-Glance (WaaG) Report (Menus)
- Daily Display Menu Report (Menus)
How do you get the description to print on the display menu?
First, make sure your recipe has the description entered in the Description field (see opening a recipe). With that complete, open the Daily Display Menus report, select the Include Food Description option, and generate the report.