Replacing Item with Specific Substitute

• What is a Specific Substitute? 
• Replacing Item with Specific Substitute
• Tutorial Video - Specific Substitutes (2:57)
• Removing a Specific Substitute from a Personal Menu

What is a Specific Substitute?

A specific substitute is an item on the personal menu that replaces an original item. A specific substitute is commonly used if an item is marked as do not serve (crossed out) due to the person's diet order, a diet restriction, or allergy. For example, the specific substitute of lactose-free milk replaces regular milk because of a lactose allergen.

When you replace an item with a specific substitute, the specific substitute replaces the original item in all meal services and days the original item exists.

Replacing Item with Specific Substitute

To replace an item with a specific substitute, complete the following steps:

1. Open the person’s personal menu. 
   
   
2. To show do-not-serve items on the personal menu, ensure the Show Excluded Items option is selected from the display options (first screenshot below). Items that are do-not-serve are shown on the menu as crossed out (second screenshot below).
   
   
   
   
3. Locate and click the item that you want to replace with a specific substitute. You can either click an existing item or a do-not-serve (crossed out) item. 
   
   
   
   
   
   
4. The Customize pop-up appears (first screenshot below). Click the Substitute icon (), and the Add Substitute window appears (second screenshot below). Note: If you click a do-not-serve item, the Add Substitute window appears immediately. 
   
   
   
   
5. Select the Food & Non-Food Items option and use its associated filters as needed: 
   • Food Type - filter by recipes and prepared foods.
   • Recipe Box - (available only if Recipe is selected from Food Type) - filter by a recipe box label, such as My Recipes. 
   • Categories - filter by food categories (if searching for prepared foods) and recipe categories (if searching for recipes). Note that if searching for both recipes and prepared foods, food categories are listed first in the drop-down, followed by recipe categories. 
     
     
     
     
   • Tags - filter by tags applied to recipes and prepared foods. 
   • Business Lines (exists if your MealSuite account is associated with more than one business line)
   • My Corporation Items Only (for future use)
     
     
6. As another search option, the Vendor Products option is a means to select a prepared food associated with a vendor product. From the vendor products that are returned from the search results, you then select one, which in turns adds the prepared food item the vendor product is linked with (i.e., vendor product is verified for the prepared food item). In other words, the prepared food item the vendor product is linked with is added, and not the vendor product itself. 
   
   
7. In the Search field, enter the description or ID of the item or product you are searching for and click Go. If results are not being returned, click here for search tips. 
   
   
8. If searching for a vendor product, note the following:
   • A blue + indicates the vendor product is linked to a food item.
   • A red + indicates the vendor product is not linked to a food item, and therefore cannot be selected. To get a vendor product linked to a food item, see Suggesting a Vendor Product be Linked to a Food Item.
     
     
     
     
9. By clicking the eye icon () of an item, a separate window appears with the following tabs:
   • Details - displays the recipe details.
   • Nutrition Facts - displays the Nutrition Facts label. 
   • Where used (screenshot below) - displays the following sections: 
     • Recipes - lists any recipes the item is assigned to as an ingredient (i.e., a recipe can be an ingredient itself in a recipe), and lists any recipes the item is assigned to as a therapeutic substitute (i.e., an extended recipe).
     • Menus - lists the menus the item is assigned to.
     • Personal Menus - lists the people profiles who have the recipe added as a personal item to their personal menu. 
       Note: The Recipes section is displayed first; therefore if you do not see the Menus and Personal Menus sections, then you can either collapse the Recipes section (by clicking the Recipes header bar) or scroll down the window to see the Menus and Personal Menus sections. Also, the Menus and Personal Menus sections will need to be expanded by clicking their respective header bars. 
       
       
       
       
10. For an item you want to add, click its + icon. The item appears in the Substitute to Add section.
    
    
11. Adjust the default serving size if needed.
    
    
12. In the Item Note field, you have option of adding a note (e.g., “serve on ice”), which will be printed on the service report for production staff.
    
    
13. Click Add to close the window and add the substitute. The specific substitute replaces the original item in all meal services and days the original item exists.
    
    
14. A specific substitute appears in green text on the personal menu.
    
    
    

    Hovering your cursor over the item displays the original item that was substituted.

    

Tutorial Video - Specific Substitutes (2:57)