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The Service & Delivery Production Sheet in the Touch App

Kevin U
  • Updated

About the Service & Delivery Production Sheet in the Touch App

The Touch Service & Delivery Production Sheet lists the quantity of each food item to be served in a dining area for a selected meal period or snack time. The report allows staff working in a dining area to verify the items received for serving and to record the temperature of the items to ensure the temperature is in the safe zone for serving. The recorded temperatures can then be run in a temperature report for inspectors.

Tutorial Video - Service & Delivery Production Sheet in the Touch App (1:25)

Running the Touch Service & Delivery Production Sheet

Under Production Reports, tap Service & Delivery Production Sheet (first screenshot below). The Service & Delivery Production Sheet appears (second screenshot below).

service_snack_delivery1.png
service_snack_delivery_numbers.png

  1. Select the date to run the report (note that the default is today's date). 

  2. Select the meal or snack.

  3. Select the meal delivery area (i.e., dining area) being served. 

  4. Select the production area(s), which in turn determines the items to print in the report. If you have a "No Production" production area set up with items that do not need to be produced, then ensure you do not select the "No Production" production area (click here for more information). 
     
  5. Select the menu service location(s). A menu service location is assigned menus and dining areas (including residence areas enabled as a dining areas for resident profiles with in-room service). The dining areas in turn determine the diet order census based off resident profiles assigned to the dining areas, or a dining area set up with a manual diet order census.

    people_profile_dining_area_MSL_menu.png

    Note: A menu service location is configured in the Core system software and not the Touch Admin software. 

  6. In the Additional Options for Advance Ordering, you have the following options for residents/patients who place advanced orders:

    Use Forecast: If in the core system the advanced ordering (AO) census is included in forecasting, then for residents with the AO service type, the report will include items and their serving numbers pulled from the forecasting worksheets associated with the selected days and meal periods/snack times. As such, for orders that have been placed already by residents with the AO service type, these placed orders will be ignored (i.e., not included in the production report).

    Note that as per standard AO item selection logic, for residents with the AO service type who have not placed an order, the worksheet includes items that are automatically selected based on the AO item selection logic, and as such these items will be included on the production report. 

    advanced_ordering_settings.png

    Use Orders:     For orders that have been placed already by residents with the AO service type, these placed orders will be included in the production report. 

    Note that as per standard AO item selection logic, for residents with the AO service type who have not placed an order, then the production report will include items that are automatically selected based on the AO item selection logic. However, if you did not want the report to include items for those resident/patients who have not placed an order, then such items can be configured to be excluded by using the Touch Admin software (click here for instructions below). 

    advanced_ordering_settings2.png

  7. Tap the Create Worksheet button to generate the report. 

Layout

  1. Name of item
  2. Number of serving portions
  3. Total amount to be served
  4. Serving portion measurement
  5. Ability to record temperature
  6. Any serving utensil assigned to recipe is listed. 

service_snack_delivery4.png

Selecting Different Meal Period/Snack Time

After the report is generated, you can select a different meal period/snack time via the drop-down at the top of the screen. 

service_snack_delivery6.png

Increasing or Decreasing of Onscreen Content

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

service_snack_delivery7.png

Where is the Info Pulled from for the Service & Delivery Production Sheet?

The report pulls items from the menus assigned to the menu service locations (MSLs) that you select when you run the report.

The serving numbers for each item on the report are determined by the dining areas that are assigned to the MSL. A dining area can be as follows:

people_profile_dining_area_MSL_menu.png

The serving numbers in turn will be affected by any forecasting applied to the menu.

Note: A menu service location is configured in the Core system software and not the Touch Admin software. 

Default Settings for the Service & Delivery Production Sheet

Certain settings can be set by default when the Service & Delivery Production Sheet 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 Service And Delivery Production Sheet section.

    report_presets_service_delivery.png

  3. Select or deselect the default settings as needed:

    • Include Portion Size Description - includes the portion size description for the items.

    • Use Auto Generated Forecasting - to understand this preset, first note that when forecasting is applied to your menus, the report will automatically include the serving numbers from the associated forecasting worksheet. When a forecasting worksheet is locked, then the report will pull those numbers from the locked forecasting worksheet.

      However, If you do not want to pull serving numbers from a locked forecasting worksheet, and instead pull from the latest auto-calculated forecasting results generated by the system (i.e., locked forecasting worksheet is ignored), then you can do so by selecting the Use Auto-Generated Forecasting check box.

      Using the auto-generated forecasting results rather than the results from the locked forecasting worksheet provide you with the most up-to-date information based upon your current census and menu edits. It is also a useful function to compare forecasting numbers that you may have manually adjusted on the forecasting worksheet as opposed to what the system auto-calculates.

    • Exclude people assigned to the Advanced Ordering service type who have not placed their order - this setting works in conjunction with the Use Orders option when running the report, explained as follows:

      For residents on the AO service type who have not yet placed an order, then the production report will include items that are automatically selected based on the AO item selection logic. If you did not want the report to include items for those resident/patients who have not placed an order, then such items can be excluded in the report by selecting the Select the Exclude people assigned to the Advanced Ordering service type who have not placed their order option. 

      exclude_AO_service_delivery.png

  4. Click the Update Report Preset button to apply your changes. 

FAQs

How do I remove items from showing in our Production Reports that do not require prep work by kitchen staff?

If items do not need to be produced, such as juice, supplements, adaptive aides or equipment, etc., and therefore not assigned to a production area, those items by default will be listed on a production report in a section titled “Unassigned”.

To not have an “Unassigned” section on your report, then in the Core system you can create appropriate production areas such as “No Production”, “Supplement”, “Adaptive Equipment”, etc., and assign the non-produced items to those production areas. When running the production report, you would not select those production areas. 

Note that managing production areas is done in the Core system and not the Touch app. 

Why is an item missing from my production report?

If an item is missing from a production report, you can check the following:

Why is the message "No report data found" being shown when I attempt to generate the Service & Delivery Production Sheet? 

Possible Reason 1: A scheduled menu is not assigned to menu service location that you are selecting to run the Service & Delivery Production Sheet.

Possible Reason 2: The dining areas (including residence areas enabled as dining areas for in-room service) assigned to the residents are themselves not assigned to the menu service location that you are selecting to run the Service & Delivery Production Sheet.

The dining areas determine the diet order census based off resident profiles assigned to the dining areas, and therefore if dining areas are not assigned to your selected menu service location, then they are not connected to the menu, and as such a "No report data found" message will be returned.

Possible Reason 3: The production area you selected to run the Service & Delivery Production Sheet is not assigned any menu items. See Production Areas: Assigning or Unassigning Menu Items.

Printable One-Page Quick Reference Guide

Click the attachment below to download a one-page printable guide of the Touch Service & Delivery Production Sheet.