- About Personal Notes
- Adding a Personal Note to a Standard Menu Item
- Adding Note to a Personal Menu Item
- Removing a Personal Note
About Personal Notes
A personal note can be added to a menu item for a person via the person’s personal menu. This personal note will print on the Meal Service Report (People), Snack Service Report (People), and production reports.
For example, if coffee is a regular menu item served to your residents each morning, and a resident prefers their coffee in a foam cup with lid, you can add the note “In foam cup + lid” to the coffee menu item via that person’s personal menu.
A personal note can be added to a standard menu item or a person's personal menu item. Refer to the appropriate topics below.
Adding a Personal Note to a Standard Menu Item
To add a personal note to a standard menu item for a person, complete the following steps:
- Open the person’s personal menu.
- Click on the item you want to add a note for. The Customize pop-up window appears.
- Click the Note icon (
). The Note pop-up appears.
- Enter your note and click Save. The item appears with a note icon.
Video Tutorial - Adding a Personal Note for a Standard Menu Item (1:05)
Reading a Personal Note for a Standard Menu Item
A menu item that has a personal note appears with the note icon in the person’s personal menu, as per screenshot below.
To read the personal note for an item:
- Open the person’s personal menu.
- Click the item and the Customize pop-up appears.
- Click the Note icon (
) and the item’s note pop-up appears with the personal note.
Another means to read the personal note for an item is to click the settings tool at top right corner (first screenshot below), and the customization slide-out panel appears, which displays any items with personal notes (second screenshot below).
Adding a Note to a Personal Menu Item
A personal menu item is an offering specific to a person’s personal menu. Adding a note to a personal item is an optional step that can be done when going through the steps to add a personal item to a person’s personal menu. If a note wasn’t added during the steps to add a personal item, then this can be done after the personal item has been added via the following steps:
- Open the person’s personal menu.
- Click the personal item (a personal item appears blue text). The Personal Menu Item pop-up appears (second screenshot below).
- Enter the note in the Item Note field and click Save to apply your changes.
Reading a Note for a Personal Menu Item
- Open the person’s personal menu.
- Click the personal item (a personal item appears in blue text). The Personal Menu Item pop-up appears. If the personal item has a note, then that note appears in the Item Note field.