The People Service Report in the Touch App

• About the People Service Report in the Touch App
• Tutorial Video - People Service Report in the Touch App (2:10)
• Running the People Service Report
• Adding People to the Report
  • Filtering According to Dining Area
  • Sorting
  • Searching for a Specific Person
  • Searching for Persons with In Room Service
• Layout of Report
• Increasing or Decreasing Size of Onscreen Content
• Viewing Diet Extensions for a Person
• Where is the Info Pulled from for the People Service Report?
• Default Settings for the People Service Report
• Sorting the Residence Areas on the Initial Setup Screen
• Automatically Generating People Service Report on Daily Basis (i.e., Archiving Report)
  • Viewing an Archived Report
• FAQs
  • In the Core system, what is the equivalent report to the People Service report?
• Printable One-Page Quick Reference Guide

About the People Service Report in the Touch App 

The People Service Report lists meal service details for each person selected to be in the report. This report allows serving staff to access meal service details to help residents and patients with their meal choices. The meal service details that can be included for a person in the report are as follows: 

• Diet order (diet type and texture type)
• Fluid type
• Diet interventions
• Dining Area
• If In-Room service is enabled
• Allergens
• Dislikes
• Do not serve items
• Meal or snack service notes  
• Most recent profile note
• Personal notes added to menu items (i.e., food service notes)
• Daily service notes
• Specific item substitutes
• Fallback item substitutes
• Serving size adjustments
• Personal menu items (i.e., extra dinner items)

Tutorial Video - People Service Report in the Touch App (2:10)

Running the People Service Report 

1. On the main screen in Touch, under People Reports, tap People Service Report (first screenshot below). The People Service Report screen appears (second screenshot below). 
   
   
   
   
    
2. Select the meal period or snack time, which will display any services notes, and also determines the food items that display when you tap the View Diet Extension link after the report is run. 
    
3. The options to include on each person's profile are selected by default. It is recommended to keep all options selected. If it is decided not to include an option, then clear its check box. The options are as follows:
   • Dislikes - includes any items tagged as dislikes
   • Include Date of Birth - includes the date of birth.
   • Profiles Notes  - includes the last profile note. 
   • Meal Service Notes - includes any service meal or snack notes. 
   • Food Service Notes - includes any personal notes added to a standard menu item or personal menu item.  
   • Daily Notes - includes any daily service notes added for a person. 
   • Personal Menus - includes any personal menu items. 
   • Extras - includes any personal items that belong to the Extra Items menu category. 
   • Specific Item Substitutes - includes any specific item substitutes. 
   • Serving Size Adjustments -includes any serving size adjustments. 
   • Fallback Substitutes - includes any fallback item substitutes. 
      
4. Select the residence locations to run the report for. It is recommended to select all residence locations to capture all residents for the report. After you run the report, you can select the residents to add to the report by searching or filtering by their dining area assignments. 
   
   Note: The order in which the residence areas are listed onscreen can be adjusted in the MealSuite core system; see Sorting the Residence Areas on the Initial Setup Screen below for instructions. Any adjustments you make will take approximately 15 minutes to be updated in Touch. 
    
5. Tap the Create Report button, and the report screen appears for you to select the people (i.e., residents) to add to the report.
   
   

Adding People to the Report

The left column displays the people to add to the report. Either select the individuals to add by tapping their Add button. To include all people, tap the Select All button. 

Filtering According to Dining Area

You can filter the people to be included in the report according to a dining area. To do so, tap Filter/Sort Options > Show, and select the dining area in the pop-up that appears. 



 

For the selected dining area, if the people assigned to the dining area are assigned to specific tables and seats, then an additional sub-filter drop-drown appears. Tapping into the drop-down displays the "table" pop-up for you to select the table to filter by.

Sorting

You can sort the people onscreen via the Sort by filter that is accessed by tapping the Filter/Sort Options at the top left. The sort options are as follows: 

• Alphabetically - sorts residents alphabetically by last name. 
• Meal Delivery Area - residents receiving table service are listed first according to the sort order of dining areas in the Core system. Residents who are receiving in-room service are listed afterwards. 
• Residential Area (i.e., Live Location) - residents receiving in-room service are listed first, following by residents receiving table service. 
• Core Table Configuration - residents receiving table service and who are assigned to a table in their profile are listed first (regardless of dining area). Residents not assigned to table are listed afterwards, followed by resident who are receiving in-room service.
  
  

Searching for Specific Person

Via the Search tool, you can can search for a specific individual

Searching for Persons with In-Room Service

Via the Search tool, you can can search for all individuals with in-room service by typing "in room". 

Layout of Report

Depending on the options you selected, a person's profile can include the following:

Diet order (diet type and texture type) Fluid type Diet interventions Dining Area If In-Room service is enabled Allergens Dislikes Do not serve items Service notes specific to the selected meal period (breakfast lunch dinner) or snack time (snack am, snack pm, snack hs) Personal notes added to menu items (i.e., Food Service Notes) Most recent profile note Daily service notes Specific item substitutes Fallback item substitutes Serving size adjustments Personal menu items (i.e., Extra Dinner Items)

Increasing or Decreasing Size of Onscreen Content

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

Viewing Diet Extensions for a Person

You can view the diet extensions for a person specific to the meal period or snack time that was selected when running the report. The items that appear are specific to the current day (i.e., you cannot select a different date).

To view the diet extensions of a person, tap their View Diet Extension link (first screenshot below) and a separate window appears listing the items specific to today's meal period or snack time that you selected when running the report (second screenshot below). 

Note the following:

• A bold item indicates the first choice menu item.
• A non-bold item indicates an alternative item (i.e., a second choice item)
• An italic items indicates an item from an also available (AA) menu.

Where is the Info Pulled from for the People Service Report?

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

Default Settings for the People Service Report

Certain settings can be set by default when the People Service report is run by the Touch app user. This is configured in the Core system as follows: 

1. From the left navigation sidebar, select Tools & Setup > Touch Report Presets. The Report Presets screen appears.
   
   
    
2. In the PSR section, you have the following options:
    
   • Include extras - includes any personal items that belong to the Extra Items menu category. 
   • Include dislikes - includes any items marked as dislikes
   • Include daily notes - includes any daily service notes added for a person. 
   • Include date of birth - includes the date of birth.
   • Include profiles notes  - includes the last profile note. 
   • Include personal menus - includes any personal items. 
   • Include food service notes - includes any personal notes added to a standard menu item or personal menu item.  
   • Include meal service notes - includes any service meal or snack notes. 
   • Include fallback substitutes - includes any fallback item substitutes. 
   • Include serving size adjustments -includes any serving size adjustments. 
   • Include specific item substitutes - includes any specific item substitutes. 
      
3. Click the Update Touch 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. Click the Delivery Sequence tab. 
3. Expand the sections as needed. The building and residence area levels are what is represented on a Touch report setup screen. Sort the buildings and residence areas to their desired order by clicking and holding a level, and then dragging and dropping it to the desired spot.
   
   

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. 

Automatically Generating People Service Report on Daily Basis (i.e., Archiving Report)

The system allows for the Touch app People Service report to be automatically generated for a meal period or snack service at a designated time each day. 

In the case of auto-generating the People Service report, the meal service details for your resident/patients are captured at the designated time to ensure historical accuracy regardless of subsequent census changes. 

Auto-generated reports are archived in the system and are retrieved for viewing in the Touch app via Service Tools > Archived Reports (see below for steps).

To set up the People Service report to be auto-generated and archived, complete the following steps:

1. In the Touch Admin software, select Report Archiver from the left navigation pane. The Report Archiver screen appears. 
    
2. Click the New button. The New Report Archive Setting screen appears. 
   
   
    
3. From the Meal field, select the meal period (breakfast, lunch, dinner) or snack service (snack am, snack pm, snack hs) that you want to capture. 
    
4. From the Run At time fields, select the daily time the report is to run. 
    
5. Select the People Service Report check box. 
    
6. Click the Save button. 

Viewing an Archived Report

As noted, when a report is auto-generated on a daily basis, it can be retrieved for viewing in the Touch app. To do so, complete the following steps:

1. Log in to the Touch App.
   
   
    
2. At the bottom right, tap Settings and select Archived Reports The reports screen appears for the current date (second screenshot below). 
   
   
   
   
    
3. To open an archived report, tap its name. 

FAQs

In the Core system, what is the equivalent report to the People Service report?

The Meal Service Report (People) is the equivalent report in the Core system, which allows you to print to a standard office printer.  

Printable One-Page Quick Reference Guide

Click the attachment below to download a one-page printable guide for the Touch People Service report.