The Snack Delivery Worksheet in the Touch App

• About the Snack Delivery Worksheet in the Touch App
• Tutorial Video - Snack Delivery Worksheet in the Touch App (1:23)
• Running the Snack Delivery Worksheet
  • Layout
  • Sorting the Resident/Patient List in the Desired Delivery Sequence
  • Filtering
  • Increasing or Decreasing Size of Onscreen Content
  • Marking Item as Served
• Where is the Info Pulled from for the Snack Delivery Worksheet?
• Default Settings for the Snack Delivery Worksheet
• Sorting the Residence Areas on the Initial Setup Screen
• FAQs
  • For my snack report, a snack item is not printing/displaying?
• Printable One-Page Quick Reference Guide

About the Snack Delivery Worksheet in the Touch App

The snack delivery worksheet lists the snacks to be served for residents or patients. This worksheet is designed to be used during “snack pass” to inform you of what snacks to deliver.

The worksheet lists snacks for each person based on their diet type, their allergens, and their personal menu customizations. Any service snack notes that were entered for a person via their profile are also included.

Tutorial Video - Snack Delivery Worksheet in the Touch App (1:23)

Running the Snack Delivery Worksheet 

Under People Reports, tap Snack Delivery Worksheet (first screenshot below). The Snack Delivery Worksheet screen appears (second screenshot below). 

1. Select the date.
2. Select the snack time (Snack AM, Snack PM, or Snack HS).
3. Select from the following options:
   • Include Date of Birth - includes the person’s date of birth.
   • Include Daily Notes - prints any service snack notes that were entered for a person via their profile. It is recommended to include the notes in the worksheet. 
   • All Choices - snacks will be listed under their assigned choice headings (choice 1, choice 2). The All Choices option is ideal for the select service (advanced ordering or table select) in which snack options are chosen by a resident. If All Choices is not selected, then only choice 1 snacks will be listed without a choice heading, which is ideal for the non-select service where snacks are not chosen by a resident. 
4. Select the residence locations to run the worksheet for. Note: The order in which the residence areas are listed on the initial setup screen can be adjusted in the MealSuite core system; see Sorting the Residence Areas on the Initial Setup Screen below for instructions.
5. Tap the Create Report button to generate the worksheet.

Layout

Allergens are highlighted in red.

A menu item marked with an asterisk is pulled from the scheduled snack menu. A menu item without an asterisk is pulled from the person's personal menu. 

Sorting the Resident/Patient List in the Desired Delivery Sequence

To sort the resident/patient list in the desired delivery sequence for snacks, tap Options and select one of the following sorting options: 

• Building - sorts the report according to the alphabetical/numerical order of residence areas, in either ascending or descending order. 
• Patient Name - sorts residents/patients alphabetically by their last name, in either ascending or descending order. 
  

Filtering 

The Options tool allows you to filter resident/patients displayed onscreen according to their residence areas. 

Increasing or Decreasing Size of Onscreen Content

Tap the magnifying glasses to increase or decrease the size of the onscreen content.  

Marking Item as Served

Tap the Mark As Served button when the resident has been served. 

When Mark as Served is tapped, the status reads Served with the option to Undo. 

Where is the Info Pulled from for the Snack Delivery Worksheet?

The people to be included in the worksheet are pulled from their assigned residence areas that you select when running the worksheet (instructions above). 

The snacks listed in the worksheet for a person come from a scheduled snack menu that shares the same menu service location of the person's residence area enabled as a dining area (by default all residence areas are enabled as a dining area to allow for in-room delivery). 

In addition, any items (i.e., personal item, specific substitute or fallback substitute) that have been added to a person's personal menu in a snack time (AM, PM, HS) are also listed in the worksheet. 

Default Settings for the Snack Delivery Worksheet

Certain settings can be set by default when the Snack Delivery Worksheet is run by the Touch app user. These default settings are set in the Touch Admin software. To do so, complete the following steps: 

1. In Touch Admin, select Report Presets. The Report Presets screen appears.
2. Scroll to the Snack Report section.
   
   
   
   
3. Select or deselect the default settings as needed:
   
   
   • Include Date of Birth - includes the person’s date of birth.
   • Include Daily Notes - prints any service snack notes that were entered for a person via their profile. It is recommended to include the notes in the worksheet. 
   • All Choices - snacks will be listed under their assigned choice headings (choice 1, choice 2). The All Choices option is ideal for the select service (advanced ordering or instant ordering) in which snack options are chosen by a resident. If All Choices is not selected, then only choice 1 snacks will be listed without a choice heading, which is ideal for the non-select service where snacks are not chosen by a resident. 
     
     
4. Click the Update Report Preset button to apply your changes. 

Sorting the Residence Areas on the Initial Setup Screen

The order in which the residence areas are listed on the initial setup screen can be adjusted. This adjustment is performed in the MealSuite core system as follows. 

1. Open the Facility Builder screen (Tools & Setup > Facility Builder).
2. Select the Residences Builder tab to open the Residences Builder screen.
3. Click the Set Delivery Sequence button. The Delivery Sequence slide-out panel appears (screenshot below).
4. Expand the sections as needed. The second level (i.e., floors) and third level (i.e., areas) are what is represented on a Touch report setup screen. Sort the levels to their desired order by clicking and holding a level, and then dragging and dropping it to the desired spot.
   
   
    
5. After you have created your sort order, click the Save Sequence button to apply your changes. The change can take up to 15 minutes to take effect. 

Note that the above steps only change the order of residence areas on the initial setup screen, and do not affect how the residents are sorted in the actual report. 

FAQs

For my snack report, a snack item is not printing/displaying?

If a snack is not printing on the Snack Delivery Worksheet run from the Touch app, it could be that the snack is in a choice setting on the menu that is not choice 1 in the MealSuite core system (first screenshot below). Therefore when running the Snack Delivery Worksheet in the Touch app, ensure that the All Choices option is selected (second screenshot below). 

Printable One-Page Quick Reference Guide

Click the attachment below to download a one-page printable guide for the Touch Snack Delivery Worksheet.