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Service and Delivery Production Sheet in the Core System (Production)

Kevin U
  • Updated

About the Service and Delivery Production Sheet

The Service and Delivery Production Sheet in the core system is designed for serving staff in your dining areas. The report is structured by dining areas, listing the items to be served in each dining area.

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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: Service and Delivery Production Sheet

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

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Formatting Options

  • Format - select if the report is to be generated in letter size (8.5 x 11) or legal size (8.5 x 14), or Excel® format.
     
  • Font Size - select the font size (10 to 14) of the menu items.
     
  • Print 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).
       
  • Show Amounts By
    • Volume/Weight - the total weight or volume for an item is listed in the Total to Serve column.
      service_delivery_report_weight.png 
       
    • Servings - the number of servings for an item is listed in the Total to Serve column.
      service_delivery_report_serve.png
       
  • Consolidate all Meals & Days (available if more than one meal is selected or more than one day is selected in base settings) - for each dining area, the report consolidates all its items from the selected meals and days in the base settings and lists those items within the dining area.
     
  • Indent Extensions - if an item is a therapeutic substitute being offered in lieu of the regular item, and that substitute item uses as an ingredient the regular item it is extended from, then such an item will be indented on the report and listed after the regular item. In the example below MMS Steak Smothered Beef Gravy f/Cubes is a substitute item extended for the regular Steak Smothered Beef Gravy f/Cubes (in row above it) and also uses as an ingredient the regular Steak Smothered Beef Gravy f/Cubes.

    service_delivery_report_indent.png

    To help identify to kitchen staff why an item is indented, the footnote text Indented text indicates Regular recipe is used as an ingredient appears at the bottom of each page. 

    indented_text_service.png

Option to Include

  • Leftovers - includes a Leftovers column in the report for staff to write in leftover amounts.
    leftovers_service_delivery.png
     
  • Holding Temperature - displays the holding temperature of recipes.
     
  • Cook-End Temperature - displays the cook-end temperature of recipes.
     
  • Serving Utensil - displays any serving utensil entered entered for recipes.
     
  • Allergens - lists allergens a recipe is associated with.
     
  • Diet Order Tags - lists any IDDSI tags, diet order tags, and custom tags that are applied to recipes. 
     
  • Portion Size Description - displays the portion size description entered for recipes.
     
  • Temperature Tracking - if food temperature is to be manually written on the report, then the report can be generated with two or four “temperature tracking” columns.
    • None
    • 2 Columns
    • 4 Columns
       
  • Include Note - allows you to enter a custom note to include on the report. The note displays on the last page of the report. The note has a maximum of 100 characters.

Sort Order of Dining Areas

The dining areas on the report are sorted according to the sort order of the dining areas in the MealSuite system. The sort order of dining areas can be viewed and changed via Tools & Setup > Facility Builder > Dining Area tab. See Sorting Dining Areas for more information.

Consolidating Residence Areas Enabled as Dining Areas

Overview

If meals are being delivered to residence areas, and you have more than one residence area in which meals are being delivered, then by default a separate section will be created for each residence area. In the example below, a section exists for the Sunny Area residence area and a section exists for the Area A residence area.

sunny_area.png

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There is the ability to consolidate the production numbers of multiple residence areas into a "joined residence area section" on the report. In the example below, the Sunny Area residence area is consolidated into the Area A residence area and the numbers are updated accordingly. 

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Consolidating residence areas involves first opening the residence area you want to consolidate, and then selecting the other residence area to consolidate into:

consolidate_residence_area.png

...and multiple residence areas can be consolidated into one residence area:

consolidate_residence_area2.png

Steps to Consolidate Residence Areas

With the above knowledge of how residence areas are consolidated, complete the following steps to consolidate residence areas. 

  1. From the left navigation sidebar, select Tools & Setup > Facility Builder. The Facility Builder screen appears.
  2. Click the Dining Areas tab. 

    dining_areas_screen.png
     
  3. Click the residence area that you want to consolidate into another residence area. The slide-out panel for the residence area appears. 

    residential_area_as_dining_area2.png
     
  4. From the Consolidate production to dining area drop-down, select the residence area to consolidate into. 

    consolidate_production_to_dining_area2.png
  5. Click Save to apply your changes.
  6. To consolidate another residence area into the same residence area selected in step 4, repeat the above steps.
  7. Return to the Service & Delivery Production Sheet settings (Production > Reports > select the Service & Delivery Production Sheet check box).
  8. Select the Consolidate Residence Areas to Dining Areas check box. 

    consolidate_check_box.png
  9. Generate the report. 

Tutorial Video - Service and Delivery Production Sheet (3:42)

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. 

The Service and Delivery Production Sheet is generating multiple dining areas. I just want a specific dining area?

This indicates that all your dining areas (including a residence area enabled as a dining area for in-room service), are assigned to the same menu service location (MSL), and that MSL is selected for the report.

For the dining areas you do not want printed, move them to a different MSL. See the following articles for more information and instructions:

How do I change the recipe temperature unit (Celsius or Fahrenheit)?

See Changing Temperature Unit (Celsius or Fahrenheit) for a Recipe.