- About the Sort Options for People Reports
- Setting the Sorting for the "Dining Area" Sort Option
- Setting the Sorting for the "Delivery Sequence" Sort Option (for In-Room Service)
- People Reports with Sort Options
- FAQs
About the Sort Options for People Reports
Certain people reports can be sorted in the desired print order required by staff (e.g., printing tray card tickets or tray menu tickets in a desired order). The sort options for these reports are selected from the Sort By field (screenshot below) and are described as follows:
- Name - sorts the report alphabetically by last name.
- Dining Area - sorts the report according to the sort order of dining areas (including residence area enabled as a dining area for in-room service), then sub-sorted by tables, and then further sub-sorted by seat number.
- Room - sorts the report according to the alphabetical/numerical order of residence areas.
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Delivery Sequence - sorts the report according to the delivery sequence set up for resident/patients with in-room service. This option would be selected for residents with in-room service (i.e., room delivery).
This article explains how to set the sort order for the Dining Area sort option and the Delivery Sequence sort option.
- Setting the Sorting for the "Dining Area" Sort Option
- Setting the Sorting for the "Delivery Sequence" Sort Option
Setting the Sorting for the "Dining Area" Sort Option
The Dining Area sort option on a people report sorts a people report (e.g., Person-Specific Select Menus Report), first by dining areas (see Sorting Dining Areas below), then sub-sorts by the sort order of tables (see Sorting Tables in a Dining Area below), and further sub-sorts by seat number.
Sorting Dining Areas
To sort your dining areas, complete the following steps:
- Open the dining areas screen.
- Hold the = icon of a dining area to be sorted, and drag and drop it to the appropriate spot in the dining area order. Repeat until you have your desired dining area sort order.
Sorting Tables in a Dining Area
To sort tables in a dining area, complete the following steps:
- Open the dining area.
- Ensure the General Settings tab is selected.
- In the Table Configuration Grid section, hold the = icon of a table to be sorted, and drag and drop it to the appropriate spot in the table order. Repeat until you have your desired table sort order.
Setting the Sorting for the "Delivery Sequence" Sort Option (for In-Room Service)
The Delivery Sequence sort option on a people report would be selected for residents with in-room service (i.e., room delivery) and prints a report (e.g., Tray Menu Tickets Report) according to the sort order that is manually set up in the Delivery Sequence settings. The Delivery Sequence settings involve sorting the campuses, building, residence areas, residence rooms and beds in the desired sort order.
To access the Delivery Sequence settings and create your desired sort order, complete the following steps:
- Open the Facility Builder screen (Tools & Setup > Facility Builder from left navigation sidebar).
- Select the Delivery Sequence tab.
- Expand the unit sections as needed.
- Sort the units (campuses, building, residence areas, residence rooms and beds) to their desired order by clicking and holding a unit, and then dragging and dropping it to the desired spot. The changes are automatically applied.
People Reports with Sort Options
The following people reports have the ability to be sorted according to the desired order required by staff.
- Dietary Profile Report (People) - lists Dietary Information
- Meal Service Report (People) - lists Meal Service Details
- Snack Service Report (People) - lists Snack Service Details (but not Food)
- Tray Card Ticket Report (People) - lists Dietary Needs (no Food)
- Tray Menu Ticket Report (People) - for Non-Select & Advance Ordering
- Person-Specific Select Menus Report (People) - for Table Select & Advance Ordering
- Snack Delivery Worksheet (People)
- Stickers (People) - for Personal Items, Snacks or Identification
FAQs
Can a dining room (aka dining area) be included in the Delivery Sequence sort option?
No. The Delivery Sequence sort option is for in-room service, and therefore does not allow dining rooms. Setting the sort order for the Delivery Sequence sort option is accomplished via the Delivery Sequence settings, which involves sorting the campuses, building, residence areas, residence rooms and beds in the desired sort order.