Synergy: Setting the Sort Order for People Reports (e.g., Tray Menu Tickets)

• About the Sort Options for People Reports
• Setting the Sorting for the "Dining Area" Sort Option
  • Sorting Dining Areas
  • Sorting Tables in a Dining Area
• Setting the Sorting for the "Delivery Sequence" Feature
• People Reports with Sort Options

About the Sort Options for People Reports

Certain people reports can be sorted in the desired print order required by staff (e.g., printing tray card tickets or tray menu tickets in a desired order). The sort options for these reports are selected from the Sort By field (screenshot below) and are described as follows: 

• Name - sorts the report alphabetically by last name.
• Dining Area - sorts the report according to the sort order of dining areas (including residence area enabled as a dining area for in-room service), then sub-sorted by tables, and then further sub-sorted by seat number.
• Room - sorts the report according to the alphabetical/numerical order of residence areas.
• Delivery Sequence - sorts the report according to the customized sorting set for the Delivery Sequence feature (instructions below). 
  
  

This article explains how to set the sort order for the Dining Area sort option and the Delivery Sequence sort option. 

• Setting the Sorting for the "Dining Area" Sort Option
  • Sorting Dining Areas
  • Sorting Tables in a Dining Area
• Setting the Sorting for the "Delivery Sequence" Sort Option

Setting the Sorting for the "Dining Area" Sort Option

The Dining Area sort option on a people report sorts a people report (e.g., Person-Specific Select Menus Report), first by dining areas (see Sorting Dining Areas below), then sub-sorts by the sort order of tables (see Sorting Tables in a Dining Area below), and further sub-sorts by seat number. 

Sorting Dining Areas

To sort your dining areas, complete the following steps:

1. Open the dining areas screen.
2. Hold the = icon of a dining area to be sorted, and drag and drop it to the appropriate spot in the dining area order. Repeat until you have your desired dining area sort order. 

Sorting Tables in a Dining Area

To sort tables in a dining area, complete the following steps:

1. Open the dining area.
2. Ensure the General Settings tab is selected.
3. In the Table Configuration Grid section, hold the = icon of a table to be sorted, and drag and drop it to the appropriate spot in the table order. Repeat until you have your desired table sort order. 

Setting the Sorting for the "Delivery Sequence" Feature

Selecting the Delivery Sequence sort option on a people report will sort that people report according to the customized sorting set for the Delivery Sequence feature. The Delivery Sequence feature allows for the following sorting to be applied: 

• Campuses (if enabled) can be sorted among other campuses.
  • Buildings (if enabled) can be sorted among other buildings.
    • Residence areas that are enabled as dining areas (for residents with in-room service) can be sorted among other such residence areas
      • Rooms can be sorted within a residence area.
        • Beds can be sorted within a room.
• Standard dining areas can be sorted among other standard dining areas and the top-level residential unit that is enabled: campus, building, or residence area.
  • Tables can be sorted within a dining area.
    • Seats can be sorted within a table. 

In addition, each meal period (breakfast, lunch, dinner) can have individual sorting separate from the other meal periods, and the snack delivery (for all snack service times) can have individual sorting separate from the meal periods. 

To access the Delivery Sequence settings and create your desired sort order, complete the following steps: 

1. Open the Facility Builder screen (Tools & Setup > Facility Builder from left navigation sidebar).
2. Select the Delivery Sequence tab.
   
   
    
3. To create separate sorting for each meal period (breakfast, lunch, dinner) and snack delivery, select the Create Delivery Sequence by Meal button, and then click Yes, Please Proceed to the confirmation message that appears. 
   
   
    
4. For each meal period and the snacks, sort the units to their desired order by clicking and holding a unit, and then dragging and dropping it to the desired spot. The changes are automatically applied. 
   
   

People Reports with Sort Options

The following people reports have the ability to be sorted according to the desired order required by staff. 

• Dietary Profile Report (People) - lists Dietary Information
• Meal Service Report (People) - lists Meal Service Details (but not Food)
• Snack Service Report (People) - lists Snack Service Details (but not Food)
• Tray Card Ticket Report (People) - lists Dietary Needs (no Food)
• Tray Menu Ticket Report (People) - for Non-Select & Advance Ordering
• Person-Specific Select Menus Report (People) - for Table Select & Advance Ordering
• Snack Delivery Worksheet (People)
• Stickers (People) - for Personal Items, Snacks or Identification