- About Building your Residence
- Adding a Campus
- Adding a Building
- Adding a Residence Area
- Using Excel® Template to Build your Residence Areas (Option)
- Renaming a Campus, Building or Area
- Deleting a Campus, Building or Area
- Adding Rooms and Beds
- FAQs
About Building your Residence
The Residence Builder function (Settings > People Settings > Residence Builder) allows you to add the following units to match your facility’s property layout: campus, buildings, residence areas, rooms and beds.
Opening the Residence Builder Screen
You open the Residence Builder screen as follows:
- In your Core account, select Settings from the left navigation sidebar. The Settings panel appears to the right.
- From the Settings panel, select People Settings > Residence Builder. The Residence Builder screen appears (screenshot below). You can see how the Residence Builder screen presents a user-friendly structure with expandable/collapsible sections.
Adding a Campus
If your facility utilizes a campus in its property, then you can add a campus to your account via the following steps:
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Open the Residence Builder screen.
- Click the Settings button at the top right to display the Residence Layout Settings modal.
- Activate the Campus unit by enabling its slider control to the right.
- Click the Save button to apply your changes and close the modal. A message appears informing you to review your delivery sequence, as adding the campus may have changed the set order. Click OK to this message.
- A campus is created for each building Your next step is to name each campus. For an undefined campus name, click its ellipsis and select Edit Campus (first screenshot below). The Edit Campus modal appears (second screenshot below).
- In the Campus Name field, enter the name of the campus, and then click the Save button to apply your changes and close the modal.
Adding a Building
To add a building, complete the following steps:
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Open the Residence Builder screen.
- If campuses are not enabled in, then click the Add Buildings button. The Add Building modal appears. Proceed to step 4.
- If campuses are enabled, then for the campus you want to add a building to, click its ellipsis and select Add Buildings to Campus (first screenshot below). The Add Buildings modal appears (second screenshot below).
- In the Buildings Name field, enter the name of the building.
- To enter another building, click the Add New Building link, and a new Buildings Name field appears for you to enter the building name.
- Click the Save button to apply your changes and close the modal. The newly-added building(s) are listed on the Residence Builder screen.
Adding a Residence Area
To add a residence area, complete the following steps:
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Open the Residence Builder screen.
- For the building you want to add an area to, click its ellipsis and select Add Area to Buildings (first screenshot below). The Add Area modal appears (second screenshot below).
- In the Area Name field, enter the name of the residence area.
- For the residence area to be enabled with room delivery, click its ellipsis and select Edit Area (first screenshot below). The Edit Area modal appears (second screenshot below).
- Select the Enable Room Delivery check box, The screen refreshes with additional fields, as seen in screenshot below.
- If the residence area is to support advanced ordering (AO) from residents/patients, select the Enable Advanced Ordering check box. Note that when you enable AO for a residence area, other AO settings will need to be configured after your finish with these current steps of adding a residence area (you will be prompted to configure AO settings in step 10 below).
- If the residence area is to support the delivery of snacks, select the Enable Snack Delivery check box.
- From the Menu Service Location field, select the menu service location (MSL) to assign the residence area enabled with room delivery. The MSL determines the menus that are available to the residence area. If your account only uses one MSL (i.e., the default MSL), then select it.
- The Consolidate production to dining area field can be left blank for now. This field is associated with the Kitchen Production Sheet in the Core System (Production) and the Service and Delivery Production Sheet in the Core System (Production). Click one of the links to learn more.
- At this point you can save the residence area by clicking Save. If the residence area is supporting AO, you can set up the AO settings; to do so click the Save & Setup Advanced Ordering Settings button. The Edit: Ordering Settings screen appears for you to set up the settings; refer to the separate instructions:
Using Excel® Template to Build your Residence Areas (Option)
The MealSuite system provides an Excel® template that you can download and populate with facility unit information (residence areas, rooms, beds) and then upload into the system.
Note that if your facility is currently set up with unit information on the Residences Builder section, and you upload a template, the system will only update information--it will not overwrite any information, meaning no units will be deleted or replaced; units will only be added. To use the the template to Add Units, complete the following steps:
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Open the Residence Builder screen.
- Click the Import Residence button. The Import Residence modal appears.
- Click the Download Template link. The template file is downloaded to your computer.
- Open the file and populate the details in the appropriate columns. Each column corresponds with a hierarchal level enabled on the Residence Builder screen. For example, if Campuses are not enabled, then the Excel file will not include its corresponding column. Complete each row with full information, as per screenshot below.
- After all the relevant information is entered, save the file.
- Return to the Residence Builder screen, click the Import Residence button, and upload the file.
Renaming a Campus, Building or Area
To name a campus, building or area, complete the following steps:
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Open the Residence Builder screen.
- Expand the sections as needed.
- For a campus, building or area you want to rename, click its ellipsis and select Edit [Name]. The Edit [Name] modal appears (second screenshot below).
- Enter the new name, and then click the Save button.
Deleting a Campus, Building or Area
A campus, building, or residence area can be deleted from your facility assuming that the campus, building or residence area does not have resident/patient profiles assigned. To do so:
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Open the Residence Builder screen.
- Expand the sections as needed.
- For a campus, building or area you want to delete, click its ellipsis and select Delete [Name] (first screenshot below). Assuming the unit does not have any resident/patient profiles assigned, then a confirmation message appears (second screenshot below).
- Click the Yes, Delete [Name} button.
Adding Rooms and Beds
To add rooms and beds, see the following separate articles:
Note: It is possible to deactivate beds as a component in the Residence Builder function, as you can with campuses and buildings (via the Residence Area Settings; accessed by clicking the Settings button).
FAQs
Is there a way to move a residence area from its current building to another building?
No. It is not possible to move a residence area to another building. You must recreate the residence area in its desired building, and then remove the original residence area.