Creating a Preference Group

• Creating a Preference Group
• Adding Food items to the Preference Group
• Publishing the Newly-Created Preference Group

Creating a Preference Group

To create a new preference group, complete the following steps:

1. From the left navigation pane, select Tools & Setup > Allergen & Preference Groups. The Allergens & Preferences screen appears, with the Allergen Groups tab listed by default.
   
   
2. Click the Preference Groups tab. This screen lists the preference groups available to your account.
   
   
3. Click the Add New button. The New Preference Group slide-out panel appears.
   
   
   
   
4. In the Name field, enter the name for the preference group.
   
   
5. From the Type field, select Preference Group.
   
   
6. In the Definition field, you can enter a short description of what the allergen group will contain.
   
   
7. Click the Save button.

Adding Food items to the Preference Group

After clicking Save, the panel refreshes with an Assigned Foods tab for you to add food items to the preference group. For instructions to do so, start at step 2 in the following instructions: Preference Groups: Adding Ingredients, Prepared Foods, Recipes

Publishing the Newly-Created Preference Group

After food items are added to the preference group, your final step is to publish it so that it is available to be assigned to residents/patients. In addition, it will also be available for use by any child accounts for them to assign to their residents/patients.

An unpublished group appears with a blue Publish notification-button (first screenshot below). Click the Publish notification-button to publish the preference group. The notification-button changes to black Unpublish (second screenshot below).