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Preparation Step Templates

Kevin U
  • Updated

About Preparation Step Templates

Standard preparation steps for a recipe (i.e., as opposed to custom preparation steps) are available in the system as preparation step templates. 

You can create new preparation step templates for your account as needed. Existing preparation step templates, either created in your account or a parent account, can be unpublished/published as needed. 

Creating a Preparation Step Template

  1. From the left navigation sidebar, select Tools & Setup > Recipe Tools. 
     
  2. Click the Preparation Steps Templates tab (if not already selected). 

    prep_step_template.png
     
  3. Click the New Step button. the Add New Preparation Step Template slide-out panel appears. 

    add_new_prep_step.png
     
  4. From the Type drop-down, select the type of preparation step:
    • Sanitary
    • Environment
    • Hot CCPs
    • Cold CCPs
    • Texture Modified
    • Preparation
       
  5. In the Description field, enter the text of the preparation step. Use the bold and and italic formatting as needed. 
     
  6. Click the Save button to apply your changes and close the slide-out panel. 

Editing a Preparation Step Template (if created by your account)

If your account created the preparation step template, then you can also edit it. To edit a preparation step template:

  1. From the left navigation sidebar, select Tools & Setup > Recipe Tools. 
     
  2. Click the Preparation Steps Templates tab (if not already selected). 
     
  3. For the template to be edited, click its gear icon on the Actions column and select Edit. The Edit Preparation Step Template slide-out panel appears. 
     
  4. Make your edits as needed.
     
  5. Click Save to apply your changes and close the slide-out panel. 

Deleting a Preparation Step Template (if created by your account)

If your account created the preparation step template, then you can also delete it. When a preparation step template is deleted, its associated step is not removed from any recipes in which the preparation step had been added. 

To delete a preparation step template:

  1. From the left navigation sidebar, select Tools & Setup > Recipe Tools. 
     
  2. Click the Preparation Steps Templates tab (if not already selected). 
     
  3. For the template to be deleted, click its gear icon on the Actions column and select Delete. The Edit Preparation Step Template slide-out panel appears. 
     
  4. Click the Delete button. A confirmation message appears. 
     
  5. Click the Delete button to the confirmation message. The preparation step template is deleted and the slide-out panel automatically closes. 

Unpublishing/Publishing a Preparation Step Template

You have the ability to unpublish any preparation step template available in your account. When a preparation step template is unpublished, it will not be available for use in your account or any of your child accounts. You can always republish an unpublished preparation step template. Also note that if you unpublish a preparation step template, then its associated step is not removed from any recipes in which the preparation step had been added. 

To unpublish a preparation step template: 

  1. From the left navigation sidebar, select Tools & Setup > Recipe Tools. 
     
  2. Click the Preparation Steps Templates tab (if not already selected). 
     
  3. For the template to be unpublished, click its gear icon in the Actions column and select Unpublish. The preparation step template is unpublished, as indicated by the Unpublished text in the Published column. 
     
  4. To republish an unpublished preparation step template, click its gear icon in the Actions column and select Publish. The preparation step template is published, as indicated by the Published text in the Published column.