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The Daily Operations Guide is provided to take the user through the complete functions in Edison which includes meal planning, ordering, issuing, receiving, production, manufacturing, and completing physical inventory counts .

 

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Site Selection
Site Selection
Site Selection

Step 1: Click on the Edison icon in the top, left-hand corner of the screen. Then, choose Select Site.

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Step 2: Select a site location. Then, click Ok.

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Once a site has been selected, it will be noted at the bottom of the screen.

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Open Day
Open Day
Open Day

In order to complete any daily operations, a date must fist be opened.


Step 1: From the Home tab, select Open Day.

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Step 2: Select an operating day from the calendar by clicking on a date. Then, click Ok.

Note

Dates appearing in red indicate the day has been closed. Dates appearing in green indicate the day is currently open. It is recommended that all daily tasks are completed and the day is closed prior to starting a new operating day.

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Close Day
Close Day
Close Day

Once all tasks have been completed for a day, the day should be closed.


Step 1: From the Home tab, click on Close Day.

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Step 2: Enter any necessary comments relative to the operating day. Then, click Ok.

Note

You must acknowledge that you have reviewed all daily operations and affirm that everything is complete and accurate to the best of your knowledge and /or abilities prior to proceeding.

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Reopen Day
Reopen Day
Reopen Past Day

On occasion, it may be necessary to reopen a past day in order to make corrections. This should occur on a regular basis. In the situation where is occurs on a regular basis, the user should revisit the users manual.


Step 1:
From the Home tab, select Open Day.

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Step 2: Select a closed operating day and click Ok.

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Step 3: You must enter a comment as to why you are reopening a past day.

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Step 4: Once necessary changes have been completed, close the day again.

Note

If more than one operating day is open, you will be prompted to select the correct date to close. Then, click Ok.

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