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Working in a Recipe Extension Grid

Kevin U
  • Updated

Opening a Recipe Extension Grid

To open the extension grid for a recipe:

  1. Select Recipes > Recipes Listing. The Recipes screen appears.
  2. Locate and open the recipe you want to extend. The recipe slide-out panel appears.
  3. Expand the Extensions section.
  4. Select the Extend this Recipe check box. The extension grid appears (screenshot below).

    extension_grid.png

  5. To understand the layout of a recipe extension grid and what the colours mean in the grid, see Understanding the Recipe Extension Grid below. 

Understanding the Recipe Extension Grid

Layout

In a recipe extension grid, the diet types are displayed as rows and the texture types are displayed as columns. A recipe extended to a diet/texture combination (i.e., extension cell) is then available in the personal menu of a person who has been assigned that diet/texture combination. (Right-click screenshot below to open and expand in new tab.) 

extension_grid.png

Why is a Diet Type Row or Texture Type Row Grey?

If all the extensions cells of a diet type row or a texture type column, it indicates that the diet type or texture type is unpublished, respectively. An unpublished diet type or texture type cannot be assigned to a people profile, but the individual extension cells remain available to extend a recipe to. 

For more information on unpublishing/publishing a diet type or texture type, see Publishing/Unpublishing a Diet Order (Diet Type, Texture Type, or Fluid Type).

Why is a Specific Extension Cell Grey?

If an extension cell is grey, it indicates that the diet type/texture type combination is unpublished, which means the people profile cannot be assigned that diet/texture combination. However, the extension cell remains available to extend a recipe to.

grey_extension_cell.png

For more information on unpublishing/publishing a diet type/texture type combination, see Unpublishing or Publishing a Diet Type/Texture Type Combination.

Why are Extensions Cells Teal?

Cells that are automatically populated by the system when selecting a substitute recipe are coloured teal (click here for more information).

extension_cell_teal.png

Why Does the Extension Grid Have a Blue Framework?

When the extension grid presents with a blue framework, it indicates it has been modified by your account and differs from the parent account.

recipe_extension_cell_blue.png

Why Does a Diet Type or Texture Type Have a Blue Header?

The parent-child account hierarchy structure in the Mealsuite system allows diet types and texture types owned by a parent account to assign maintenance responsibility of those diet types and texture types to their child accounts.

What this means is that the parent account will no longer be responsible for extending a recipe with substitutions to those diet types or texture types. Instead, the responsibility for extending recipes to those diet types and texture types will be with each child account. 

When a child account has been assigned maintenance responsibility for a diet type or texture type, then the header of such diet types and texture types are highlighted blue in extension grids (screenshot below; right-click to open and expand in new tab). 

Warning! For diet types and texture types that continue to be maintained by your parent account, it is still the responsibility of your facility to review the substitute recipes for these diet type/texture type combinations to make sure the substitute recipes are appropriate for your facility standards that you have for diet types and texture types. 

extension_grid_blue.png

See also: Maintenance Responsibility of Diet Types and Texture Types. 

Extension Cell Options

Accessing the Extension Cell Options

In the diet type/texture type cell on a recipe extension grid, click the Set Extension drop-down to access its options. Select the appropriate option to apply or work with that option. For instructions on each option, see its instructions below. 

extension_cell.png

or

If there already exists a recipe in the extension cell, or it is set to Do Not Serve, then do the following:

  1. Click into the cell (first screenshot below) to display the Edit Extension pop-up (second screenshot below)
  2. Click into the Change To field to access its options.
  3. Click the Update Extension button to apply or work with that option. For instructions on each option, see its instructions below. 

edit_extension.png

edit_extension_pop-up.png
 

Option: Serve Existing Recipe (i.e., a Therapeutic Recipe that Exists in System) 

Selecting the Serve Existing Recipe option opens the Serve Recipe window for you to search for and select an appropriate substitute recipe for the diet/texture combination.

serve_recipe.png

Auto-Population Feature with the Serve Existing Recipe Option

In a Regular texture cell when selecting a substitute recipe via the Serve Existing Recipe option, the extensions from the Regular diet type row of that substitute recipe automatically populate across the diet type the substitute recipe is being added to. 

For example, if for the Gluten Restricted diet type you select a gluten-free burger as the Regular texture, then the Regular diet type extensions from that gluten-free burger are automatically populated across the Gluten Restricted diet type. 

Right-click the images below to open and expand in a new tab. 

auto_populate_extensions2.png

auto_populate_extensions1.png

Note that cells that are automatically populated when selecting a substitute recipe are coloured teal.

extension_cell_teal.png
 
To learn more about the auto-population feature, watch the video below:

Option: Serve Regular Recipe

Selecting this option serves one portion size of the regular recipe for the diet/texture combination. When the regular recipe is served for a diet/texture combination, the associated cell contains a green check mark.

regular_recipe.png

Option: Create Recipe from Save As (i.e., Copying the Regular Recipe)

If the recipe is not an individual prepared food item, then the Create Recipe from Save As option is available.

Selecting this option opens the Save As pop-up (screenshot below) for you to create a new recipe using the regular recipe as a base (i.e., copying an existing recipe). For the name of the recipe, remove “Extension of” and add any texture identifiers to the name. For example “P.” for puree and “Mcd.” for minced.

create_recipe_from_save_as.png

Once the new recipe is saved, it will be available as a “my recipe”, which you can edit it accordingly. For example, replace milk with lactose-free milk (for the lactose free diet type). See Opening Substitute Recipe from a Recipe Extension Grid below for more information.

Note that for a recipe that has been copied, the copied recipes appear as links above the image of the original recipe.

recipe_extension1.png

Option: Do Not Serve

Select this option if there is no appropriate substitute for a diet/texture combination.

do_not_serve.png

Option: Extension Template

An extension cell may have a template available as an option to quickly create a recipe for the designated texture (i.e., a therapeutic recipe). For example, if extending a recipe that belongs to the entrée category, then in the puree cells of the extension grid, there is the template Create P/PU4 Entree Recipe.

For more on extension templates, see the separate article Using Extension Templates from a Recipe Extension Grid. 

extension_template.png

Changing Portion Size of Recipe on a Recipe Extension Grid

To edit the portion size of a recipe in a recipe extension grid:

  1. Click into the extension cell of the substitute recipe you want to edit (first screenshot below). The Edit Extension pop-up appears (second screenshot below).

    edit_extension.png
     
    edit_extension_pop-up2.png
     
  2. Select or enter the new portion size in the Change Portion Size field.
  3. Click the Update Extension button to apply your changes.
  4. Click the Save button at the top of the slide-out panel to apply your changes. On the extension grid cell, the new portion size is displayed. 

Extension Cell Options - Tutorial Video

Extending Regular Recipe for a Diet Type or Texture Type

To extend the regular recipe across all texture types for a specific diet type, click the grey check mark of that diet type (first screenshot below).  The check mark turns green to indicate that the regular recipe is applied across all texture types (second screenshot below). Click the Save button at the top of the slide-out panel to apply your changes. 

extend_regular_recipe.png
 
extend_regular_recipe2.png

To extend the regular recipe down all diet types for a specific texture type, click the grey check mark for that texture type (first screenshot below). The check mark turns green to indicate that the regular recipe is applied down all diet types (second screenshot below). 

Click the Save button at the top of the slide-out panel to apply your changes. 

extend_regular_recipe_texture.png

extend_regular_recipe_texture2.png

Applying “Do Not Serve” for a Diet Type or Texture Type

To apply ”Do Not Serve” across all texture types for a specific diet type, click the grey x of that diet type (first screenshot below). The x turns red to indicate that “Do Not Serve” is applied across all texture types for that diet type (second screenshot below). Click the Save button at the top of the slide-out panel to apply your changes. 

extend_do_not_serve.png

extend_do_not_serve2.png

To apply ”Do Not Serve” down all diet types for a specific texture type, click the grey x of that texture type (first screenshot below). The x turns red to indicate that “Do Not Serve” is applied across all diet types for that texture type (second screenshot below). Click the Save button at the top of the slide-out panel to apply your changes. 

extend_do_not_serve_texture.png

extend_do_not_serve_texture2.png

Copying Extensions on a Recipe Extension Grid

Copying a Single Extension Cell (i.e., Drag and Drop)

In a recipe extension grid, if a recipe in an extension cell is appropriate for another cell, you can copy the cell by clicking and holding it, and then pasting it to the other cell by dragging it to that cell (i.e., drag and drop). 

drag_and_drop_copy_cell.png

Copying and Pasting a Whole Diet Type Row

To copy the cells of a whole diet type row and paste it to another diet type row:

  1. For the diet type row to be copied, click its black clipboard icon (clipboard_black.png). The row is highlighted blue to indicate that the cells are copied. If you wanted to clear the copy, just click the clipboard icon again.
  2. For the row to be pasted with the copied cells, clicks its orange clipboard icon.
  3. Repeat step 2 for other rows to be pasted with the copied cells.

    copy_row.png

Copying and Pasting a Whole Texture Type Column

To copy the cells of a whole texture type column and paste it to another texture type column:

  1. For the texture type row to be copied, click its white clipboard icon (clipboard_white.png) . The column is highlighted blue to indicate that the cells are copied. If you wanted to clear the copy, just click the clipboard icon again.
  2. For the column to be pasted with the copied cells, clicks its orange clipboard icon.
  3. Repeat step 2 for other columns to be pasted with the copied cells.

    copy_column.png

Diet Type Restriction Warning on a Recipe Extension Grid

A diet type can be configured to restrict items from a likes & dislikes group, allergen group, or a menu category (see Configuring Diet Restrictions). For example, assume the vegetarian diet type has been configured to restrict the dislike group “Pork Derived Products”, which then means items in that dislike group are restricted for the vegetarian diet type.

When extending a recipe with substitutions in a recipe extension grid, and you select a restricted recipe for a diet type, the system triggers a warning message about the conflict (screenshot below). You have the option of cancelling the recipe to honour the diet restriction or ignoring the warning and keeping the restricted recipe.

extension_restriction_warning.png
 

If you ignore the warning and keep the restricted recipe, the extension cell displays a red triangle “diet conflict” alert (diet_conflict_icon.png) to indicate that the selected recipe conflicts for that diet type, as per screenshot below.

diet_conflict.png
 

Hovering your cursor over the diet conflict alert displays the details of the conflict.

diet_conflict_hover2.png

Opening Substitute Recipe from a Recipe Extension Grid

You can open a recipe being used as a substitute by searching for it via the Recipes Listing screen. However, a quicker means to open the recipe is via the extension grid to which it belongs. Once opened, you can then edit accordingly. To open a substitute recipe via an extension grid, complete the following steps:

  1. Click into the extension cell of the substitute recipe you want to edit (first screenshot below). The Edit Extension pop-up appears (second screenshot below).

    edit_extension.png
     
    edit_extension_pop-up3.png
     
  2. Click the Edit link beside the recipe (edit_extension_pop-up_edit_recipe.png). The recipe opens in a separate browser tab for you to make your edits.
  3. Rather than repeat the instructions here on editing a recipe, the same details can be found on the Creating a New Recipe topic (start at step 3 of the Getting Started section).

Clearing (i.e., Resetting) a Row or Column on a Recipe Extension Grid

In a recipe extension grid, if you not satisfied with your choices for an entire row or column, just click the x or check mark to populate the row/column, and then click the x or check mark again to clear the row/column. Click the Save button at the top of the slide-out panel to apply your changes. 

resetting_row_column.png

Removing (i.e., Hiding) a Diet Type or Texture Type from Recipe Extension Grids

If a diet type or texture type is unpublished in the system, it can be removed from the recipe extension grids via the Diet Orders Setting screen (Tools & Setup > Diet Orders). See the following articles for specific instructions: Hiding/Showing an Unpublished Diet, Texture of Fluid Type on Extension Grids.

FAQs

How do I add a new diet type or texture type to use in my recipe extensions?

A new diet type or texture type can be requested from the MealSuite Nutrition Services team. See the following article: Requesting a New Diet Type, Texture Type or Fluid Type.

I don't see a diet type or texture type on an extension grid?

If you do not see a diet type or texture type on an extension grid, it indicates that it is configured to be hidden from extension grids. 

To show a diet or texture type on extension grids, open the diet or texture type and select its Include in Extension Grid check box (screenshot below). Click here for specific instructions on showing/hiding a diet or texture type on extension grids.

include_extension_grid.png

More Info: A diet or texture type can be configured to be hidden from extension grids only if the diet or texture type is unpublished. A diet or texture type is unpublished to prevent it from being assigned to residents/patients, but can still be available in recipe extension grids and menu item extension grids to allow you to extend the recipe with therapeutic substitute recipes. 

How do I move a diet type row or a texture type column in the grid?

The sort order of diet types and texture types in the system determine the sort order of the diet type rows and texture type columns, respectively, in an extension grid. To sort a diet type or texture type, see the following article: Sorting How Diet Types and Texture Types Appear in the System.

Why is the "Create Recipe from Save As" option not available?

The Create Recipe from Save As is an extension cell option for a recipe and not a prepared food.