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Printing Extension Sheets

Printing Extension Sheets

1.
Go to Reports. Then Posting Menus. To  Extension sheet. Choose the date the number of days and Meals. Click on the Print Icon.  You will get a notification when the report has generated. If you miss the notification you can go to the Report Dashboard to see the report and print it from here. 
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  • November 6, 2019

Printing Adaptive Equipment List

Printing Adaptive Equipment List 

Printing list of Adaptive Equipment (Special Needs) per Resident.

1.
From the Resident Data grid go to Reports.
2.
Click on the arrow next to Miscellaneous, then choose Adaptive Equipment/Special Devices. 
a. Select the Report Type (Summary or Labels)
b. Select Order (By Listing (item) By Floor, By Cart/Truck and by Name
c. Select Date
d. Select the Mealtimes ( if applicable)
e. Click on Print in the upper left hand corner. (Report will show in your Report Dashboard. 
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  • November 5, 2019

Menu Category Set Up

Menu Category Set Up


Tray ticket set up (the order the menu categories will appear in on the ticket/duplicate tickets) for Production. 
1.
Go to your Facility Settings
2.
Highlight your facility and click on Menu Categories.
3.
Each tab shows a report that you can control the order that the menu categories will print on for that report. Click on the appropriate tab. Use the Bump Up or Bump Down Arrows to move the category. Only one category can move at a time. If you no longer want a menu category visible highlight the line on that report and click on the delete key on your keyboard. If a menu category is missing click on the row marked "Click here to add a new row" choose your menu category. It will then show on the bottom of the list, use the Bump Up arrow to move to the correct spot ( the PM-stands for Posting Menus). Click Save when changes are complete. 
More Options for some tabs. 
4.
Tray Tickets and Touch Menu Tickets. (1) If you would like lines between the menu categories you can check the boxes on the Separator column. (2) You can also place boxes around menu categories or group of menu categories. (3) If using duplicate tickets, you can choose what menu category you would like visible on the duplicate ticket by checking the box in the Visible on Duplicate column. (Not on the Touch Menu Ticket).
5.
Touch Entry (eTableServ). (1) Choose Font Color (2) Choose Background Color (3) Choose Button Size (4) Choose Row Count. 

Selective Menu Report. (1) One Menu Category could show on the entire line if box is checked (2) group Menu Categories together for particular meals.
6.
Copying Option for any tab. You can choose to copy the Menu Category order from the current tab to another tab. The example shown would take the order on the PM-General Menu 2 to the General Menu chosen under the tab (upper right).
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  • November 5, 2019

Creating and Editing an Item

Creating and Editing an Item

1.
From the Resident Data Grid go to Miscellaneous. Choose Item
2.
Search for the item using the Find Icon, if you can't find what you are looking for you may have to create a new item. You can either create a new item from scratch or make a new item using an existing item as a template. Like a "save as " file. 
3.
Creating a new item or  editing item, (1) Fill out the Description and the Menu Description (2) you can assign the item to print in a specific color on the tray ticket (3) add in appropriate food groups (4) add in portion sizes
4.
Production Tab of item. (1) Assign Cook To and Hold TO Temperature (if applicable) (2) Assign item to a Production Area (3) add appropriate Allergy Group. 
5.
Nutritional/Recipe/Tube Feed Tab. (1) Assign fluid ration (from 0 to 1.0 oz.) (2) Link item if applicable to Ingredient or Recipe or Tube Feed Product. 
6.
Auto Item Modification (AIM for short). Add in how you would want the item extended for Diets of Consistencies. By clicking on the New Icon, selecting either the Diet Type or Consistency and assigning what should happen to the item for that Diet Type  or Consistency.
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  • October 31, 2019

Item Usage

Item Usage

1.
From Resident Data grid go to Miscellaneous the choose Items
2.
Search for the item using the Find Icon, once found use the Item Usage Icon
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  • October 31, 2019

Intake Study

1.
From the Resident Data Grid highlight the resident for the intake study and choose Intake Study.
2.
Choose the New icon to start an Intake Study, choose the Date to start, choose the number of Days for the intake study (1-3).
3.
Click Save.
4.
Click on Open. This brings up what they would receive that Day . 
5.
After you Save, it takes you back to the screen that will list all the intake studies  for that resident. Click on the print and choose the first option Intake Acceptance Study
6.
Print preview of what the intake study will be for that resident. You can print the report out from here. On the form values of amount of food eaten should be entered. 
7.
Once values are entered this is how the Intake Study will print. 
  • |
  • October 30, 2019

Creating or Modifying a Diet or Consistency

Creating or Modifying a Diet or Consistency


There are two options to do this in the program.
Option 1
1.
Right click over either the Diet Type or Consistency box to Add your new Diet or Consistency.
2.
Type in your Diet Type or Consistency. If you have a color printer you can change the Background Color or the Font Color. 
Option 2
1.
Click on Dietech. Go to Miscellaneous.. Then go to Tables. Then go to Diet Lists. Choose either Diet Type or Consistencies. 
2.
Click on Diet Type, then the New icon to add a new Diet. Or Click on the Consistencies, then the New icon to add a new Consistencies.
3.
Type in your Diet Type or Consistency. If you have a color printer you can change the Background Color or the Font Color. Click Save.  You will notice that you have the option to open an existing Diet Type or Consistency However changing an existing Diet or Consistency will change it for ALL residents that currently have that Diet Type or Consistency. 
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  • October 30, 2019

Copying a Menu from an Existing Menu

Copying a Menu from an Existing Menu

1.
Open up the Menu Cycle Data Grid
2.
Highlight/Click on your menu to be copied. Click on the Tools button.
3.
Click on Copy.
4.
Copy From should be the menu you are copying. Copy To will be the new menu.  For Where select New. Rename the Menu in the Menu Name Section
1.
Check off the Always Served, One Time and Recurring boxes if you would like those copied over as well. Now Click on Copy. Once completed a box will appear, close and the New Copied Menu will be listed in the Menu Cycle Data Grid
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  • October 29, 2019

Activating Menus

Activating Menus

1.
Open up the Menu Cycle data grid.
2.
Highlight/Click on your new menu. Click on the Set Active Button. The blue check mark will appear in the column Active.
3.
When printing your tray tickets verify that you are on the correct menu cycle. 
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  • October 29, 2019

Meal Times Sets/Cart Names and Amounts

Meal Times Sets/Carts Names and Amounts

Facility settings (meal names, nourishment times, cart/truck name, cart/truck number)
1.
Facility settings (Tools, Facility, Dietech)
2.
Choose your facility and open.
3.
Under Customer Meal/Times Names and Sets. Make your changes and Save.
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  • October 28, 2019