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Ingredient Preparation Sheet (Production)

Kevin U
  • Updated

About the Ingredient Preparation Sheet

The ingredient preparation sheet generates a list of ingredients and their quantities that require pre-preparation on the day of service, such as cutting, dicing, etc. 

ingredient_preparation_sheet_report.png

Note that a pre-prep value for an ingredient can be found in its recipe, as per screenshot below (see Editing a Recipe for more information).

pre-prep.png

Selecting Settings to Determine Items to be in the Production Report

Via Production > Production Reports, select the production report settings to determine the items to be included in the report. These settings include the date or date range, meal periods, menu service locations, and production areas. See the separate article Opening the Production Report Settings for more information and specific instructions.

Specific Report Settings: Ingredient Preparation Sheet

After selecting the settings to determine the items to be in the report, then from the left side of the screen select the Ingredient Preparation Sheet option. The Ingredient Preparation Sheet section appears for you to select the report settings.

ingredient_preparation_sheet.png

  • Format - select if the report is to be generated in PDF letter size (8.5 x 11) or PDF legal size (8.5 x 14), or Excel® format.
  • List Ingredients and Recipes By
    • Display Name - items are listed by their display name (i.e., user-friendly name).
    • Lookup Name - items are listed by their lookup name (i.e., system name).
  • Sort Order - determine how the items are sorted in the report
    • Food Category
    • Preparation Method
    • Service Date/Meal

Display of Recipes and Prepared Foods as Ingredients

If a recipe or prepared food is used as an ingredient in a recipe, then that recipe or prepared food will display as an individual ingredient. This includes up to four "levels" (i.e., a recipe within a recipe within a recipe within a recipe).

Tutorial Video - Ingredient Preparation Sheet (2:54)

FAQs

I am not seeing all of my choice 2 items?

Ensure that the forecasting method that is applied to the menu is the percentage forecasting method instead of the census forecasting method. The percentage forecasting method includes items from all choices on a menu; whereas the census forecasting method includes choice 1 items, and will only include choice 2 items if a resident/patient's choice 1 item is precluded due to an allergen or item manually marked as DNS. 

Will an ingredient be included in the report if the recipe of that ingredient is in a menu that is not forecast?

Yes. The ingredient will still be included in the report if its recipe is in a menu that is not being forecast.