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Generic Select Menus (People) - Excludes Names and Personal Menus

Kevin U
  • Updated

About the Generic Select Menus

The Generic Select Menu report generates menu item offerings without resident names and their personal menu information. 

This report is useful for guests who you need to take orders for, or to see therapeutic substitutes that were extended to the diet type/texture type combinations for the menu item.

The report generates a menu card for each selected meal service (breakfast, lunch, dinner) and date with blank Name, Room, and Dining Area in the menu header for the server to write in the information.

generic_select_menu.png

Generic Select Menu Report Settings

Because this report is non-specific to people, there is no need to select people from the base report settings. Just select Menus and Tray Tickets > Generic Select Menus from the left side of the screen, and the Generic Select Menus section appears for you to select the report settings.

generic_select_menus.png

Content

  • Date - select the date range range from the From and To calendar fields. To enter a single date, keep the same date in each field. 
     
  • Meals - select the meal periods (breakfast, lunch, dinner) to generate menus for.
     
  • [X} Menu Categories Included - you can filter the items to display on the menus by their menu categories. To do so, click the {X] Menu Categories Included link and the Select Menu Categories window appears for you to select the menu categories from each meal service.

    click_menu_category_selection.png

    Select_menu_category.png
     
  • Menu Service Location - select a menu to pull by selecting the menu service locations to which the menus are assigned.

Printing Therapeutic Offerings by Specific Diet Orders

You can print the therapeutic substitute offerings for selected diet orders (i.e., diet type/texture type combinations) based on the menu items' extensions. To do so:

  1. Click the [x] Diet/Texture Orders link. The Select Diet Orders window appears.

    select_diet_orders.png
     
  2. Select the desired diet type/texture type combinations.

    Note: If a diet/texture combination cannot be selected (i.e., greyed out), it indicates that that diet/texture combination is not published in your account. A diet/texture combination can be published via the Diet Orders Settings screen (Tools & Setup > Diet Orders) by selecting the check box (as per screenshot below). See Publishing an Unpublished Diet Type/Texture Type Combination for instructions. 

    diet_type_texture_type_combination2.png
     
  3. If a liquid menu is scheduled for the menu service location selected in the Menu Service Location field, then the report can generate separate menus for the liquid diet types (clear liquid, full liquid) that the menu supports. To do so, select the Liquid Diet check box (located at bottom of the Select Diet Orders window and from the drop-down select the liquid diets. 
     liquid_diet.png
     
  4. Click the Select button to apply your changes.

Format

  • Page Format - select the format of the report:
    • 8.5 x 11 (Letter) 3 meals
    • 8.5 x 11 (Letter) 2 meals - this option is designed if you are taking orders for only two meal services (e.g., lunch and dinner), as it generates both meal service menus on one page.
    • 8.5 x 14 (Legal) 3 meals
       
  • Font Size - select the font size (small (10), medium (12), large (14) ) of the tickets. Note that depending on the number of items a person receives for a meal period menu, the large font may split the menu into two for the person.
     

  • Menu Header Location - the menu header contains the blank Name, Room, Dining Area, along with the diet order information (diet type, texture type) that you select for the report via the [x] Diet/Texture Included link above. Selecting Top of the menu puts the header at the top of the menu card. Selecting Bottom of the menu puts header at the top or the bottom of the menu card. 

    Top of the menu

    generic_select_header_top.png

    Bottom of the menu

    generic_select_header_bottom.png

  • List menu items by:

    Menu Category - the menu items are listed by their assigned menu category.

    list_by_entree.png

    Choice - the menu items are listed by their assigned choices.

    list_by_choice.png
  • Bold Choice 1 - items assigned as choice 1 items are bolded on the menu.

    bold_choice_1.png
     
  • Highlight Non-Regular Diet Orders - any non-regular diet orders you select for the report (via the Select Diet Orders link below) will be highlighted yellow (screenshot below).

    highlight_non-regular.png

Optional Content

  • Also Available Menu Items- includes any items from a scheduled also available (AA) menu. Note: If the system item selection logic forces an AA item to be displayed, then that AA item will show on the report even if the Also Available Menu Items check box is not selected.  
     
  • Portion Sizes - displays the recipe portion size.
     
  • Portion Size Description - displays the portion size description entered for a menu item.
     
  • Menu Item Descriptions - displays the menu item description (i.e., recipe description).
     
  • Custom Message - you can enter a message (maximum 20 characters) that displays at the top of each menu below the header. For example, for the holiday season, you can enter “Happy Holidays!” as the message.

FAQs:

The report is not generating?

  • Ensure the menu categories are selected. 
  • Ensure the diet type/texture type combinations are selected. 
  • Ensure a menu is being pulled by selecting the menu service location to which the menu is assigned.  

See also: General FAQs for all People Reports