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After item, recipes and menus have been created and before manufacturing, and production can occur, meals must first be planned. |
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View - Allows you to change how you view the calendar.
Edit Day - Allows you to edit details for the day. You may also edit a day by double-clicking in a cell. Reset to Template - Resets the entire meal planning calendar to the template established at the the District level. Automatic Planning - Allows you to apply existing meal plans to upcoming dates for an established date range.
Quantities needed are determined by: Menus on the calendar starting with the current date and ending with the selected date. |
Select the Meal Type by using the drop-down menu and selecting the correct meal for which you are planning.
Select a date and click Edit Day or double-click in the cell to select/edit menus and recipes.
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The Yellow background - Meal counts are not complete. Green background - Meal counts have been planned. No background - No meal counts have been planned. Blue background - The currently chosen day (not to be confused with current operating day). |
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Step 3: Establish the type of meal serving and add a menu or recipe.
Serve Type - Use the drop-down menu to select from the serve type list.
Normal - Selected for every day operation.
Low Participation - Selected when meal participation is low such as upcoming holiday periods and the end of the school year.
High Participation - Selected when meal participation is high - typically on days a popular meal is being prepared.
No Meal - No meal is established by default and for holidays or when meals will not be served.
Click the Add button to add a menu item or recipe to an existing menu item.
If a menu item already exists for a day when clicking the Add button, you will be prompted to choose between adding a new menu or adding a recipe to one of the existing menus. Make your selection. Then, click Ok.
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Step 5: Enter estimated meal counts for each menu and serving group. You may expand each menu to adjust menu components counts and extra servings for items (such as à la carte sales) in cases where one menu component may be less popular than another. Then, click Ok.
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Meal counts determine which items are on-hand and which items need to be ordered. |
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Clone Menu Counts
Cloning Menu Counts allows you to duplicate the planned counts for future meals.
Step A: Select the menu in which you wish to clone menu counts. Then, click Clone Menu Counts.
Step B: Establish Clone Menu Planning Counts options. Then, click Ok.
Select the date range by using the calendar menu.
You may select Overwrite Manual Planning. This will overwrite any existing planned menu counts which have already been established.
The progress bar will appear as menus are cloned. Repeat the process to clone additional meal counts.
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Remove an Item or Menu
You can remove an item or menu by selecting the item or menu and clicking Remove.
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Once you are done adding/removing items/menus, establishing menu counts, and cloning menu counts. Click Ok.