Working in a Recipe Extension Grid

• Opening a Recipe Extension Grid
• Understanding the Extension Grid
  • Grid Layout
  • Why is a Diet Type Row or Texture Type Row Grey?
  • Why is a Specific Extension Cell Grey?
  • Why Does a Diet Type or Texture Type Have a Blue Header?
• Opening the Edit Extension Window for a Diet/Texture Extension Cell
• Extension Cell Options
  • Option: Serve Regular Recipe
  • Option: Do Not Serve
  • Option: Search for Substitute
  • Auto-Population Feature with the "Search for Substitute" Option
  • Option: Create Substitute from Template
  • Option: Create Substitute from Save As (i.e., Copying the Regular Recipe)
  • Changing Portion Size of Recipe on a Recipe Extension Grid
• Extending Regular Recipe Across All Texture Types for a Specific Diet Type
• Extending Regular Recipe Across All Diet Types for a Specific Texture Type
• Applying “Do Not Serve” for a Specific Diet Type
• Applying “Do Not Serve” for a Specific Texture Type
• Copying and Pasting
  • Copying and Pasting a Single Extension Cell
  • Copying and Pasting a Whole Diet Type Row
  • Copying and Pasting a Whole Texture Type Column
• Diet Type Restriction Warning on a Recipe Extension Grid
• Opening Substitute Recipe from a Recipe Extension Grid
• Clearing an Extension Cell
• Modifying the Extension Grid of a Master Recipe
• Removing (i.e., Hiding) a Diet Type or Texture Type from Recipe Extension Grids
• FAQs
  • How do I add a new diet type or texture type to use in my recipe extensions?
  • I don't see a diet type or texture type on an extension grid?

Opening a Recipe Extension Grid

To open the extension grid for a recipe:

1. From the left navigation sidebar, select Menus & Recipes > Recipes Listing. The Recipes Listing screen appears.
2. Locate and open the recipe you want to extend.
3. Click the Extensions tab.
4. In the Recipe Extensions section, if the Extend This Recipe check box is not selected, then select it to display the extension grid for the recipe. 
   
   
    
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

• Grid Layout
• Why is a Diet Type Row or Texture Type Row Grey?
• Why is a Specific Extension Cell Grey?
• Why Does the Extension Grid Have a Blue Framework?
• Why Does a Diet Type or Texture Type Have a Blue Header?

Grid Layout

In a recipe extension grid, the diet types are displayed as rows and the texture types are displayed as columns. The top row in the grid is the regular diet type and the other rows are the non-regular diet types. The left column in the grid is the regular texture type and the other columns are the non-regular texture types. 

A recipe that is assigned (aka extended) to the grid cell of a cross-referenced diet type row and texture type column will then be available on the personal menu of a resident/patient who has been assigned that diet/texture combination. (Right-click screenshot below to open and expand in new tab.) 

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.

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

The parent-child account hierarchy structure in the 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. 

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

Opening the Edit Extension Window for a Diet/Texture Extension Cell

To open the Edit Extension window for a diet type/texture type cell, complete the following steps:

1. Hover your mouse over the diet type/texture type cell.
2. Click the setting icon ( ... ) and select Edit Extension (first screenshot below). The Edit Extension window appears (second screenshot below).
   
   
   
   
    
3. From the Change to drop-down, you have the following options (click on an option to see its specific instructions):
   • Option: Serve Regular Recipe
   • Option: Do Not Serve
   • Option: Search for Substitute
   • Option: Create Substitute from Template
   • Option: Create Substitute from Save As (i.e., Copying the Regular Recipe) - only available for recipe and not a prepared food.
     
     

Extension Cell Options

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.

Option: Search for Substitute

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



Use the filters as needed (described below) to narrow down your search for the appropriate substitute.

• Food Type - filter by recipe and/or prepared food.
• Categories - filter by recipe categories (if searching for recipes) and food categories (if searching for prepared foods). Note that if searching for both recipes and prepared foods, recipe categories are listed first in the drop-down, followed by food categories. 
  
  
• Portion Cost Range - enter the cost range of the item (recipe cost, prepared food cost) you are searching for. Note that this filter applies to items within your selections in the Categories field, the Recipe Box field, or at least three characters entered in the Search field.
• Tags - filter by tags applied to recipes and prepared foods.
• Owner - this field lists your account and all parent accounts. Select one or more accounts whose recipes you want to select from.
• Recipe Box (available only if Recipe is selected from Food Type) - a recipe box label identifies the recipe (e.g., Entrees Poultry, Entrees Vegetarian, etc.), including a therapeutic substitute (e.g., Gluten Free, LoCal, Low Salt, etc.) and/or IDDSI-compliant (e.g., SB6, MM5, etc.) recipe.
• My Recipes Only - searches for only recipes owned by your account (recipes owned by your account have the My Recipes label in the Recipe Box; see What is a "My Recipes" Recipe? for more information). Note that selecting the My Recipes Only checkbox also automatically selects your account, and only your account, in the Owner field.

Selecting this option opens the Copy Recipe pop-up (screenshot below) for you to create a new recipe using the regular recipe as a base (i.e., copying an existing recipe).

• The Name field is the recipe's unique name in the system, also known as a lookup name. Add the appropriate texture identifier to the name (e.g., “P.” for puree, “Mcd.” for minced). In addition, add a facility identifier at the end of the name to identify it as a  recipe owned by your account.
• The Display Name is the recipe's user-facing name that appears in menus and reports, and the front-end ordering apps (Touch app, POS, Portal app). Add the appropriate texture identifier to the name (e.g., “P.” for puree, “Mcd.” for minced).
  
  

Once the new recipe is saved, it will be available as a “My Recipe” (i.e., a recipe owned by your account), 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 Menu Item Extension Grid below for more information.

In addition, you will be required to place the newly-created recipe in a production area. See Production Areas: Assigning or Unassigning Menu Items.

Note that for the original recipe that was copied, its copied recipes appear as links in the Related Recipes section below the recipe image. Clicking a recipe link opens the recipe in a new browser tab. 

Changing Portion Size of Recipe on a Recipe Extension Grid

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

1. Open the Edit Extension window for the substitute recipe.
   
   
    
2. Select or enter the new portion size in the Portion field.
3. Click the Update Extension button to apply your changes.

Extending Regular Recipe Across All Texture Types for a Specific Diet Type

To extend the regular recipe across all texture types for a specific diet type:

1. Hover your mouse over the diet type.
2. Click the setting icon ( ... ).
3. Click Set Row as Regular Recipe. 
   
   

Extending Regular Recipe Across All Diet Types for a Specific Texture Type

To extend the regular recipe across all diet types for a specific texture type:

1. Hover your mouse over the texture type
2. Click the setting icon ( ... ).
3. Click Set Column as Regular Recipe. 
   
   

Applying “Do Not Serve” for a Specific Diet Type

To apply ”Do Not Serve” for a specific diet type:

1. Hover your mouse over the diet type.
2. Click the setting icon ( ... ).
3. Click Set Row as Do Not Serve. 
   
   

Applying “Do Not Serve” for a Specific Texture Type

To apply ”Do Not Serve” for a specific texture type:

1. Hover your mouse over the texture type.
2. Click the setting icon ( ... ).
3. Click Set Column as Do Not Serve. 
   
   

Copying and Pasting

Copying and Pasting a Single Extension Cell

1. Hover your mouse over the extension cell to be copied.
2. Click the setting icon ( ... ).
3. Click Copy Cell. The cell turns light blue and states Copied.
   
   
    
4. For the cell to be pasted with the copied extension, click into it. The cell turns light blue and states Pasted. 
   
   
    
5. Continue to click into the cells that you want copied with the extension.
6. At the top of the grid, click Confirm to apply your changes. 
   
   
   Note: If not wanting to save the copied cells, click the Cancel button. 

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. Hover your mouse over the diet type row to be copied.
2. Click the setting icon ( ... ).
3. Click Copy Row. The row turns light blue and the text Copied appears beside the diet type (second screenshot below), 
   
   
   
   
    
4. For the diet type row to be pasted with the copied data, click into it. The row turns blue with the the text To Paste appears beside the diet type. 
   
   
    
5. At the top of the screen, click Confirm to apply your changes. 
   
   
   Note: If not wanting to save the copied cells, click the Cancel button. 

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. Hover your mouse over the texture type column to be copied.
2. Click the setting icon ( ... ).
3. Click Copy Column. The column turns light blue and the text Copied appears beside the texture type (second screenshot below), 
   
   
   
    
4. For the texture type row to be pasted with the copied data, click into it. The row turns light blue and the text To Paste appears beside the texture type. 
   
   
    
5. At the top of the screen, click Confirm to apply your changes. 
   
   
   Note: If not wanting to save the copied cells, click the Cancel button. 

Diet Type Restriction Warning on a Recipe Extension Grid

A diet type can be configured to recommend that certain items be restricted. If a diet type is set up with recommended diet restrictions, then on the personal menu of a resident/patient with that diet type, any recommended restricted item is displayed with a warning icon (). See Configuring Recommended Diet Restrictions for a Diet Type for more information and instructions on configuring recommended diet restrictions for a diet type.  

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

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

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

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. Hover your mouse over the diet type/texture type cell.
2. Click the setting icon ( ... ) and select Edit Extension (first screenshot below). The Edit Extension window appears (second screenshot below).
   
   
   
   
    
3. Click the Go To Recipe link. The recipe opens in a separate browser tab for you to make your edits.
4. 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 an Extension Cell

To clear an extension cell:

1. Hover your mouse over the diet type/texture type cell.
2. Click the setting icon ( ... ), and select Set Extension (first screenshot below).
3. The cell is cleared and displays the Set extension text (second screenshot below).
   
   
   
   
   
   Note that when the recipe is added to the menu (as a menu item), or if the recipe already exists on a menu (as a menu item) and an extension synch is performed between the recipe and the menu item, then any recipe extension cell that is clear (i.e., has the Set Extension text) will be set as Do Not Serve on the corresponding menu item extension cell. 

Modifying Extension Grid of a Master Recipe 

If you have edited extension of a master recipe, then the Revert to Master button is available above the grid to return the grid to what is currently on the master recipe. For more information, see Reverting Recipe Extensions to the Master Recipe. 

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.