By not forecasting a menu, its menu items will not be included in the forecasting worksheet and the production reports unless ordered.
A common scenario of not forecasting a menu would be an Also Available (AA) menu that is not being used as an addition to the standard menu, but rather being used to offer its items as fallback substitutes when the menu item selection logic excludes an item for a resident/patient. By not forecasting the AA menu, you ensure that its non-ordered items do not appear on the forecasting worksheet and the production reports.
To set a menu to not forecast, complete the following steps:
- On the Menus Listing screen, locate the menu you want to schedule.
- Click the cog wheel in the Action column and select Edit Start Date (first screenshot below). The Edit Menu slide-out panel appears with the Start Date & Forecasting tab automatically selected (second screenshot below).
Note: Another means to open the Edit Menu slide-out panel is to open the menu to the week-at-a-glance (WaaG) view and click the Edit Menu Properties button. Once opened, click the Start Date & Forecasting tab.
- From the Forecast By field, select the Do Not Forecast option.
- Click the Save button to close the pop-up and return to the menu.