Building your Residence Areas

• The Residences Builder Screen
• Using .csv Template to Build your Residence Areas (Option)
• Manually Building your Residence Areas
  • Video Tutorial - Manually Building your Residence Areas (2:36)
• Removing a Unit from the Residences Builder Screen
• The Residence Settings Screen
  • Video Tutorial - The Residences Settings Screen (2:23)
• Editing the Name of a Building, Floor or Residence Area

The Residences Builder Screen

The Residences Builder screen (Tools & Setup > Facility Builder > Residences Builder tab) is where you add and name the units (i.e., floors, residence areas, rooms, beds) to match your facility’s physical organizational structure.

As per the screenshot below, you can see how the Residences Builder screen presents a user-friendly structure with clickable tabs and expandable/collapsible sections.

(Right-click image to open and expand in new tab)

Using .csv Template to Build your Residence Areas (Option)

The MealSuite system provides a .csv 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 Excel template to Add Units, complete the following steps:

1. Select Tools & Setup > Facility Builder. The Facility Builder screen appears with the Residences Builder tab selected by default.  
2. Click the Download Template link to download the .csv file.
3. Open the file and populate the details in the appropriate columns. Each column corresponds with a hierarchal level enabled in the Residences Settings section. For example, if you disabled level 1 (campus) in the Residences Settings section, then the Excel file will not include a corresponding column. Complete each row with full information, as per screenshot below.
   
   
   
   
4. After all the relevant information is entered, save the file.
5. Return to the Residences Builder tab to upload the file.
   • If the facility has not yet been set up with any units, then you can drag and drop the file to the designated drop area on the screen, or click the Select File button to retrieve and upload the file.
   • If the facility has been set up with units, click the Upload File button to retrieve and upload the file. As noted, the system will only add new units and not delete any existing units.

Manually Building your Residence Areas

From the Residences Builder screen, you can easily add units to the different hierarchal levels by clicking the appropriate Add [Unit(s)] link (indicated in first screenshot below). The Add [Units] pop-up appears for you to add the names of the required units (second screenshot below). 

Note that after entering a unit name in a field, you can press Enter on your keyboard to quickly create another field instead of clicking the Add [Unit] link.

Video Tutorial - Manually Building your Residence Areas (2:36)

Removing a Unit from the Residences Builder Screen

Note the following about removing a unit from the Residences Builder (Tools & Setup > Facility Builder > Residences Builder tab):

• You can remove a level 4 unit (room) and level 5 unit (bed) if no people are assigned to them.
• You can remove a level 3 unit (area) or higher if none of its child level 4 units (room) and level 5 units (bed) has people assigned to them.
• If removing a level 3 unit (area) or higher, and there is one or more sister units at the same level, then any child units of the unit being removed can be transferred to the sister unit of your choice.

To remove a building, residence area, room or bed:

1. Click the gear icon of the unit to be removed. The Edit/Remove [Unit] popup appears.
2. Click the Delete [Unit] button. The system runs a validation check.
3. If removing a level 3 unit (area) or higher, and there is one or more sister units at the same level, then you have the option of transferring any child units of the unit being removed to the sister unit of your choice.
4. If step 3 does not apply, then a standard confirmation message appears asking if you are sure you want to delete the unit. Click Delete [Unit] to remove the unit.

The Residences Settings Screen

The Residences Settings screen (screen shot below) (Tools & Setup > Facility Builder > Residences Settings tab) is where you enable the hierarchal levels in the MealSuite system to match the hierarchal levels of your facility’s physical structure.

The system provides five hierarchal levels that can be utilized, as per the table below:

You can enable/disable certain levels as needed, and customize a level name to correspond with your facility’s nomenclature. Examples:

• If a facility consists of a single building, then you can disable level 1 (campus)
• “Building” (level 2) can be renamed “Wing”.
• “Area” (level 3) can be renamed “Floor”.

Video Tutorial - The Residences Settings Screen (2:23)

Editing the Name of a Building, Floor or Residence Area

The name of a building, floor, and residence area can be changed. To do so, complete the following steps:

1. Select Tools & Setup > Residences Builder. The Facility Builder screen appears with the Residences Builder tab selected by default.  
2. Expand the sections as needed.
   
   
   
   
3. For a building, floor or area name you want to change, click its cog wheel (first screenshot below) and the Edit pop-up appears (second screenshot below). 
   
   
   
   
   
   
4. Enter the new name, and then click the Save/Edit [Unit] button.