"Unscheduling" a Menu
When a menu is unscheduled, the following will occur:
- For persons with the advanced ordering service type, any already-placed orders will not clear from the KMS and the tickets with the already-ordered items will generate/print at their scheduled preparation time. However, in the Core system, the personal menus are replaced with items from the newly-scheduled menu, and any people and production reports generated in the Core system will generate with the current items on the personal menu according to the advanced ordering item-selection logic.
- If forecasting has been applied to a menu and you unschedule the menu, any existing orders in an unlocked forecasting worksheet are cleared. Any orders in a locked forecasting worksheet remain in the system (i.e., not cleared).
To “unschedule” a menu:
- On the Menus Listing screen, locate the menu you want to schedule.
- From the Start Date column, select the date link.
or
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 Settings button. Once opened, click the Start Date & Forecasting tab.
- Click the Unschedule link below the Start Date field.
- A confirmation message appears stating the menu is unscheduled. Click Yes, unschedule to this message. The menu is unscheduled.
Rescheduling a Menu
Rescheduling a menu involves scheduling it again with the new start date. Note the following when a menu is rescheduled:
- For resident/patients with the advanced ordering service type, any advanced orders that they have placed will be cleared when the menu is rescheduled.
- If forecasting has been applied to a menu and you reschedule the menu, any existing orders in an unlocked forecasting worksheet are cleared. Any orders in a locked forecasting worksheet remain in the system (i.e., not cleared).
After selecting the new start date, the following message appears to inform you of the date/meals in the locked forecasting worksheets that will be recalculated:
Click the Change Start Date and Recalculate Forecast button to apply the new start date.