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Configuring Ordering Settings for AO and IO in the Touch App

Kevin U
  • Updated

Setting Minimum and Maximum Order Limits for AO and IO in the Touch App

For advanced ordering (IO) and instant ordering (IO) in the Touch app, a menu category of each meal period (breakfast, lunch, dinner), you can set the minimum amount of items that must be ordered and the maximum amount of menu items that can be ordered.

For example, for the vegetable menu category at dinner, a minimum of one vegetable item must be ordered and a maximum of three vegetable items can be ordered; whereas for the entrée category, a minimum of one must be ordered, but also a maximum of one. To set the order limits for menu items:

  1. In Touch Admin, select Ordering Settings > Category Settings. The Category Settings screen appears, listing the menu categories for each meal period. Note that menu categories are created in the MealSuite site; see Menu Categories for more information.

    Category_Settings_touch_admin.png
     
  2. Select the desired meal period (Breakfast, Lunch, Dinner) from the top row. The screen refreshes with the menu categories set up for that meal period.
  3. Select the Edit button of the menu category that you want to set order limits for. The Edit Category screen appears.

    Category_Settings_touch_admin2.png
     
  4. In the Order minimum field, enter the minimum amount of items that must be ordered for the category/period.
  5. In the Order maximum field, enter the maximum amount of items that can be ordered for the category/period.
  6. Click the Update Category Meal button to apply your changes.  

What Happens on the AO and IO Screens?

With minimum and maximum orders set up for a menu category, the following occurs on AO (advanced ordering) and IO (instant ordering ) screens:

  • On the order screen for a diner, the minimum and maximum amounts are listed beside the category name.

    Touch_order_limits.png
     
  • If attempting to add an item that exceeds the maximum, a prompt appears stating the maximum has already been reached, and the item will not be added.

    maximum_amount.png
     
  • If saving the order when the minimum for one or more categories has not been met, a prompt appears stating such and gives you the option to return to the order to add the minimum items or to override the minimum limit and continue with the order.

    minimum_amount.png

Displaying Full Complement Choices on AO and IO Screens

On the Advanced Ordering (AO) and Instant Ordering (IO) screens, the full complement of items belonging to a choice can be displayed by tapping the respective Choice button (e.g., Choice One button). You can then easily add all items from a choice by tapping the Add All button (as indicated in screenshot below).  

choices_ao.png

Enabling the Choice buttons to display on the AO and IO screens is done in the Touch Admin software. To do so, complete the following steps: 

  1. In Touch Admin, select Ordering Settings > Configuration.
  2. Scroll to the Menu Choices section.
  3. Select the Enable for Instant Ordering and the Enable for Advance Ordering check boxes. 

    Menu_choices.png
     
  4. Scroll to the bottom of the screen and tap the Update Ordering Configuration button to apply your changes. 

Enabling the Automatic Completion of Choices

The ordering can be configured so that when viewing items of a non-choice 1 (e.g., choice 2), and for a given category there is no item, then the system will show the item from choice 1 for that category.

For example, on the dinner menu, assume the choice 1 item for the entree category is steak, and that there is no choice 2 item for the entree category. The Touch app can be configured so that when viewing the choice 2 items, the choice 1 item for the entree category (i.e., steak) will show. 

  Core Menu Choice 1 Core Menu Choice 2 Touch App Choice 1 Touch App Choice 2
Entree Category Steak - Steak Steak
Vegetable Category Salad Carrots Salad Carrots
Beverage Wine Beer Wine Beer

Enabling the automatic completion of choices feature is a two-step process:

Step 1: Enable the Auto-Complete Choice Function for AO and IO

Your first step is to enable the auto-complete choice function for advanced ordering and instant ordering. To do so, complete the following steps:

  1. In Touch Admin, select Ordering Settings > Configuration.
     
  2. Scroll to the Auto Completes Choices section.
     
  3. Select the Enable for Instant Ordering and the Enable for Advance Ordering check boxes. 

    auto_complete_choices.png
     
  4. Scroll to the bottom of the screen and tap the Update Ordering Configuration button to apply your changes.

Step 2: Enable the Auto-Complete Choice Function for a Meal Service/Category

The second step is to enable the auto-complete choice function for each desired meal service/category combination. To do so, complete the following steps:

  1. In Touch Admin, select Ordering Settings > Category Settings. The Category Settings screen appears, listing the menu categories for each meal period. Note that menu categories are created in the MealSuite core system; see Managing Menu Categories for more information.

    Category_Settings_touch_admin.png
     
  2. Select the desired meal service (Breakfast, Lunch, Dinner) from the top row. The screen refreshes with the menu categories set up for that meal service.
     
  3. Select the Edit button of the desired menu category. The Edit Category screen appears.

    category_settings.png
     
  4. Select the Add 1st choice item to category if no other choices available check box.
     
  5. Click the Update Category Meal button to apply your changes.  

Displaying Nutrients on AO and IO Screens

It can be enabled that nutrient values be displayed for ordered items on the AO and IO screens in the Touch app. 

If enabled, the Nutrient Summary is displayed at the bottom of the screen. The first screenshot below shows the Nutrient Summary section on the Instant Ordering (IO) screen. The second screenshot shows the Nutrient Summary section on the Advanced Ordering (AO) screen. 

nutrient_values_IO.png
nutrient_values_AO.png

Prerequisite: Create the Order Nutrient Analyzer Template

To display the Nutrient Summary section on the IO and AO screens, an order nutrient analyzer template must first exist. To create the order nutrient analyzer template, complete the following steps: 

  1. In Touch Admin, select Nutrient Templates from the left navigation pane. The Nutrient Receipt Templates screen appears.
  2. Click the Create Order Nutrient Analyzer Template button. The Create Template screen appears.
  3. In the Template Name field, enter a name for the nutrient template.
  4. Select the check boxes of the five nutrients to be in the template. The list of nutrients is as follows:
    • Calories
    • Carbohydrate
    • Carb Count
    • Protein
    • Fat
    • Sodium
    • Phosphorus
    • Potassium
  5. To change the sort order of how the nutrients will be displayed, click and hold the = symbols of the nutrients and drag them to the desired location in the sort order.
  6. Click the Save Template button to apply your changes.

Step to Apply Order Nutrient Analyzer Template to AO and IO Screens

With an order nutrient analyzer template created, complete the following steps to apply it to the IO and AO screens.

  1. In Touch Admin, select Ordering Settings from the left navigation pane. The Meal Delivery Area Configuration screen appears.
  2. Click the Configuration tab.
  3. Scroll down to the Nutrient Templates section.

    nutrient_templates_ordering_settings.png
     
  4. To display an order nutrient analyzer template on the IO screen, select the template from the Template for Instant Ordering field.
  5. To display an order nutrient analyzer template template on the AO screen, select the template from the Template for Advance Orders field.
  6. Click the Update Ordering Configuration to apply your changes.

Note: The Template for Instant Ordering and Template for Advance Orders fields allow you to select a nutrient receipt template, which is different from an order nutrient analyzer template and will not work on the IO and AO screens. Therefore, ensure that you do not select a nutrient receipt template.

Listing Items from Also Available (AA) Menu by Default

On the AO and IO screens, you can have the Include Also Available check box selected by default for a menu category and meal period (breakfast, lunch, dinner) combination (screenshot below). When the Include Also Available check box is selected, the items from a scheduled Also Available menu are listed.

Touch_Also_Available_checkbox.png

To have the Include Also Available check box selected by default for a menu category/meal period combination, complete the following steps:

  1. In Touch Admin, select Ordering Settings > Category Settings. The Category Settings screen appears, listing the menu categories for each meal period. Note that menu categories are created in the MealSuite site; see Working with Menu Categories for more information.

    Category_Settings_touch_admin.png
     
  2. Select the desired meal period (Breakfast, Lunch, Dinner) from the top row. The screen refreshes with the menu categories set up for that meal period.
  3. Select the Edit button of the desired menu category. The Edit Category screen appears.

    category_settings.png
     
  4. Select the Automatically display Also Available menu in Instant Ordering or Advance Ordering check box.
  5. Click the Update Category Meal button to apply your changes.  

What Happens on AO and IO Screens?

On the AO and IO screens, the Include Also Available check box is selected by default for the menu category/meal period combination.

Touch_Also_Available_checkbox.png

Note that on the AO setup screen and IO setup screen, clearing the Include Also Available check box (screenshot below) does not clear the respective Include Also Available check boxes for the category/meal period combinations that were set to list also available items by default.

Touch_order_setup.png

Not Allowing Items from Also Available (AA) Menu

On the AO and IO screens, you can hide the Include Also Available check box for a menu category and meal period (breakfast, lunch, dinner) combination (screenshot below). When the Include Also Available check box is hidden for a menu category/meal period combination, the Touch user therefore cannot list the items from a scheduled Also Available menu.

Touch_hide_also_available.png

To hide the Include Also Available check box selected for a menu category/meal period combination, complete the following steps:

  1. In Touch Admin, select Ordering Settings > Category Settings. The Category Settings screen appears, listing the menu categories for each meal period. Note that menu categories are created in the MealSuite site; see Managing Menu Categories for more information.

    Category_Settings_touch_admin.png
     
  2. Select the desired meal period (Breakfast, Lunch, Dinner) from the top row. The screen refreshes with the menu categories set up for that meal period.
  3. Select the Edit button of the desired menu category. The Edit Category screen appears.

    category_settings.png
     
  4. Select the Do not show Also Available menu items in this Category check box.
  5. Click the Update Category Meal button to apply your changes.  

What Happens on AO and IO Screens?

On the AO and IO screens, the Include Also Available check box is not available for the menu category/meal period combination.

Touch_hide_also_available.png

Hiding a Menu Category from AO and IO Screens

On the AO and IO screens, you can hide a menu category from a meal period (breakfast, lunch, dinner). For example, you can hide the bread category from dinner. To hide a menu category from a meal period, complete the following steps:

  1. In Touch Admin, select Ordering Settings > Category Settings. The Category Settings screen appears, listing the menu categories for each meal period. Note that menu categories are created in the MealSuite site; see Managing Menu Categories for more information.

    Category_Settings_touch_admin.png
     
  2. Select the desired meal period (Breakfast, Lunch, Dinner) from the top row. The screen refreshes with the menu categories set up for that meal period.
  3. Select the Edit button of the desired menu category. The Edit Category screen appears.

    category_settings.png
     
  4. Select the Do not show Category in Instant Ordering or Advance Ordering check box.
  5. Click the Update Category Meal button to apply your changes.  

What Happens on the AO and IO Screens?

On the AO and IO screens, a category set to be hidden is not available.

hide_category.png

Automatically Displaying the Notes Pop-Up for Residents/Patients on AO and IO Screens

When taking advanced orders or instant orders for a resident/patient, a pop-up that lists that resident’s service notes (i.e., meal-specific notes and daily notes), profile notes, and dislike preferences can be automatically opened so that the Touch user is forced to see the notes.

resident_notes.png

To automatically display the pop-up when a resident is selected to take their order, complete the following steps:

  1. In Touch Admin, select Ordering Settings.
  2. Click the Configuration tab.
  3. Scroll down to the Display Notes section.

    display_notes.png
     
  4. To have the pop-up automatically appear for residents with IO,, select the Instant Ordering check box.
  5. To have the pop-up automatically appear for residents with AO, select the Advance Ordering check box.
  6. Click the Update Ordering Configuration button to apply your changes.

Note: To have profile notes displayed in the pop-up, please reach out to MealSuite Support. If you are MealSuite Support, see the article below: Including Profile Notes on AO and IO Screens and KMS Tickets.

Including Profile Notes on AO and IO Screens and KMS Tickets (enabled by MealSuite Support)

Profile notes for a resident/patient are entered on their profile (see Entering Profile Notes for a Resident/Patient for more information).  

  • On the AO and IO screens, you can have the profile notes display for the resident/patient in the Dislikes, Services notes and more section (as per screenshot below).

    profile_notes.png
     
  • On a KMS ticket, both onscreen (screenshot below) and printed.

    profile_notes.png

To have profile notes display for a resident/patient on the AO and IO screens and KMS tickets, please reach out to MealSuite Support. If you are MealSuite Support, complete the following steps:

  1. In the Touch Admin software, select Account Settings. The Edit Location screen appears. 
  2. Select the Include Profile notes in live/in-advance ordering on the screen and ticket check box.

    Edit_location.png
     
  3. Scroll to the bottom of the screen and click the Update Facility button to apply your changes. 

    update_facility.png