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{info}It is important to remember that a meal must be planned before it can be Produced.{info}
Meals can be planned by clicking the *{+}Menu Planning{+}* button on the quick launch.
*{+}Produced & Planned Fonts and Colors{+}*
* *BOLD* text - Fully produced (every recipe under the meal is produced)
* *{_}Italics{_}* text - Partially produced (at least one recipe, but not all, have been produced)
* Normal text -- None have been produced
* Green background -- the meal has been planned
* Yellow background -- the currently selected day
!worddavbd4adcf6ba895ec190868be845fced78.png|height=263,width=357!\\
h1. View the Calendar by the Day, Week or Month
Click the *{+}View{+}* menu selection at the top of the screen and click the desired view.
!worddav6305ffc2331164ea1f74f2799b70a644.png|height=171,width=165!\\
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h1. Enter Meal Planning Counts
*Step 1* \- Select the{*}{+}Serving Type{+}* (Breakfast, Lunch, Or Snack).
!worddav6f2c140bc68b80056fe88ee5baa52d19.png|height=208,width=292!\\
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*Step 2* \- Double click on a *{+}Serving Day{+}* and the *{+}Meal Planning{+}* form will appear where the *{+}Planned Counts{+}* can be entered.
!worddav041a63c4bcdd6540bbe20f79fa41c4e7.png|height=264,width=484!
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{warning}The *{+}Swap{+}* buttons at the bottom of the screen are very confusing. It is much easier to add and remove recipes and menus, which will be explained below.{warning}
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*Step 3* \- Make sure that the{*}{+}Serving Date{+}{*}and *{+}Serving Type (meal)+* are correct.
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*Step 4* \- Click on the *{+}Menu{+}* to plan and the row will be highlighted in yellow.
!worddav7f7e0e91ae7fa4503ad4099738825480.png|height=327,width=614!\\
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*Step 5* \- In the *{+}Menu{+}* section at the top, enter the number of *{+}Meals{+}* you plan to serve for each *{+}Menu{+}* and each *{+}Serving Group{+}*.
{info}Under *Utilities >Warehouse Settings*, if you have the box checked to *{+}Automatically Apply Menu Counts To The Recipe Counts When Planning{+}* all of the recipe counts are prefilled in the *{+}Recipe{+}* section at the bottom with the quantity entered in the *{+}Menu{+}* section at the top. If you have this setting unchecked, the recipe counts in the bottom section are *not* prefilled. This is a personal setting for each user.{info}
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*Step 6* \- You *{+}must click Ok{+}* to save the planned counts.
{warning}If you click the *{+}Cancel{+}* button or the *X* in the upper right corner, your changes *will not be saved*\!{warning}
{warning}If the *{+}Recipe{+}* section at the bottom of the screen is *{+}empty{+}*, it means you have selected the *+(Add Menu)+* row in the top *{+}Menu{+}* section at the top. Simply select a *{+}Menu{+}* and the bottom will be populated with the recipes on the selected menu.{warning}
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*Step 7* \- Once you click the *{+}Ok{+}* button after entering the planned counts, the *{+}Calendar{+}* view will be displayed. Notice the days that have planned counts will have a {color:#00b050}{*}{+}green{+}{*}{color} background (e.g. 07/13/2011 and 07/14/2011). The currently selected day will have a {color:yellow}{*}{+}yellow{+}{*}{color} background (e.g. 07/28/2011). You *{+}must{+}* click *Ok* again on this screen to save the planned counts.
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{warning}If you click the *{+}Cancel{+}* button or the *X* in the upper right corner, you will receive the following warning message:{warning}
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h1. Add a Menu to a Day
*Step 1* \- To add a menu, click on the blank row in the *{+}Menu{+}* section at the top and type over *+(Add Menu)+* with the *{+}Name{+}* of the new menu you wish to add.
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For example, if you want to add the *French Bread Pizza*, you should only type the word *Pizza* and press the *{+}Enter{+}* key. Typing only a single word or a few characters will display a list of all the menus matching the characters typed and will allow you to choose which pizza menu you wish to add.
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{note}Fewer characters are often better than trying to get the spelling of the menu exactly the way it was put into the system.{note}
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*Step 2* \- Select the *{+}Menu{+}* that you wish to add and click the *{+}Ok{+}* button. The menu selected will be added to your list.
{warning}If the *{+}Recipe{+}* section at the bottom of the screen is *{+}empty{+}*, you have selected the *+(Add Menu)+* row in the top *{+}Menu{+}* section. Simply select a *{+}Menu{+}* and the bottom will be populated with the recipes on the selected menu.{warning}\\ !worddav2f8a8ee219933a8db3aa097fde80cb9b.png|height=219,width=309!\\
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*Step 3* \- Click *{+}Ok{+}* to save the changes.
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h1. Add a Recipe to a Day
*Step 1* \- Select the *{+}Menu{+}* in the top Menu Section. Scroll to the bottom of the *{+}Recipe{+}* section and click on the blank row in the *{+}Recipe{+}* section at the bottom and type over *+<New Recipe>+* with the *{+}Name{+}* of the new recipe you wish to add.
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For example, if you want to add the "*Fruit Cocktail*", you should only type the word "*Fruit*" and press the *{+}Enter{+}* key. Typing only a single word or a few characters will display a list of all recipes matching the characters typed and will allow you to choose which fruit recipe you wish to add.
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{note}Fewer characters are often better than trying to get the spelling of the recipe exactly the way it was put into the system.{note}
!worddav1f236c57ff17acb30ed501f1416019bf.png|height=247,width=319!\\
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*Step 2* \- Select the *{+}Recipe{+}* that you wish to add and click the *{+}Ok{+}* button. The recipe selected will be added to the list.
{warning}If the *{+}Recipe{+}* section at the bottom of the screen is *{+}empty{+}*, you have selected the *+(Add Menu)+* row in the top *{+}Menu{+}* section. Simply select a *{+}Menu{+}* and the bottom will be populated with the recipes on the selected menu.{warning}\\ !worddav2f8a8ee219933a8db3aa097fde80cb9b.png|height=219,width=309!\\
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*Step 3* \- Click *{+}Ok{+}* to save the changes.
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h1. Remove a Menu from a Day
*Step 1* \- *{+}Right{+}* click on the menu that you wish to remove. The *{+}Remove{+}* button is displayed containing the *{+}Menu{+}* that will be removed.
!worddav01966bf42ec7a9f30924519f5a51b6bf.png|height=124,width=447!\\
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*Step 2* \- *{+}Left{+}* click"*{+}Remove{+}* _{+}Menu Name{+}_" box.
* If the *{+}Planned Counts{+}* for this menu are all zeros, the menu will be removed from the list immediately.
* If the *{+}Planned Counts{+}* were previously entered and saved for this menu, a {color:#ff0000}{*}{+}red{+}{*}{color} line will be drawn through the menu.
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*Step 3* \- You may *{+}Undelete{+}* a menu that has the {color:#ff0000}{*}{+}red{+}{*}{color} line drawn through it by *{+}Right{+}* clicking again and selecting the *{+}Un-Delete{+}* button.
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*Step 4* \- Click the *{+}Ok{+}* button to save your changes.
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*Step 5* \- The *{+}Calendar Menu{+}* screen will be displayed. Click *{+}Ok{+}* again to permanently save your changes.
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{info}Once the changes have been saved on the *{+}Calendar Menu{+}*, you cannot *{+}Un-Delete{+}* menus. You must add a new menu as described in the *{+}Add a Menu to a Day{+}* section in this manual.{info}
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h1. Remove a Recipe from a Day
*Step 1* \- *{+}Right{+}* click on the *{+}Recipe{+}* that you wish to *{+}Remove{+}* and a box will be displayed right below the recipe that was selected.
!worddav8bc62c85797be1acfd15e6be1f4b982c.png|height=127,width=528!\\
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*Step 2* \- *{+}Left{+}* click on the box *{+}Remove{+}* _{+}Recipe Name{+}_.
* If there the *{+}Planned Counts{+}* for this recipe are all zeros, the recipe will be removed immediately.
* If the *{+}Planned Counts{+}* were previously entered and saved for this recipe, a {color:#ff0000}{*}{+}red{+}{*}{color} line will be drawn through the recipe.
\\ !worddavef29c21061eef4ed079beb4e3fa26a15.png|height=93,width=604!\\
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*Step 3* \- You may *{+}Undelete{+}* a recipe that has the red line drawn through it by *{+}Right{+}* clicking again and selecting the *{+}Un-Delete{+}* recipe button.
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*Step 4* \- Click the *{+}Ok{+}* button to save your changes.
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*Step 5* \- The *{+}Calendar Menu{+}* screen will be displayed. Click *{+}Ok{+}* again to permanently save your changes.
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{info}Once the changes have been saved on the *{+}Calendar Menu{+}* screen, you cannot un-delete recipes. You must add a new recipe as described in the *{+}Add a Recipe to a Day{+}* section in this manual.{info}
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h1. Clone Menu Planned Counts
When a menu has planning counts, you can *{+}Clone{+}* (Copy) the planned counts to all future serve dates that contain the same menu.
*Step 1* \- Select the *{+}Menu{+}* from the calendar.
!worddav433c9a9586928a9967b192b0384f4b32.png|height=456,width=634!\\
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*Step 2* \- Click *{+}Clone Menu Planning Counts{+}* button.
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*Step 3* \- Select the *{+}Date Range{+}* (from and to) to clone the counts forward in the menu.
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*Step 4* \- If the new meal counts should overwrite previously planned meals, click the *{+}Overwrite Manual Planning{+}* box.
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*Step 5* \- Click *{+}Ok{+}* to copy the counts of this menu to subsequent days where this *exact* menu is listed on the calendar.
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h1. Export Calendar Menu to Microsoft Word
This report may be printed before *{+}Meal Planning{+}* has been completed and exported to *{+}Microsoft Word{+}* where *pictures* and *graphics* can be added.
*Step 1* \- Select *{+}Reports > Production > Meal Planning List{+}* and the following form will be displayed:
!worddav92f4382a727c391ebdad14b8d16077dd.png|height=234,width=403!\\
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*Step 2* \- Click *{+}Ok{+}*. Once the report is displayed on the screen, click the *{+}Envelope Icon{+}* !worddav64cc6cc65a50e2dfd4fd031edf2f4060.png|height=24,width=23! at the top left of the screen.
!worddav83ede4b05736f1ee4d6841f9a76279a9.png|height=371,width=464!\\
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*Step 3* \- The following form will be displayed:
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* Select *Word for Windows document* for the *{+}Format{+}*.
* Select *Disk File* for the *{+}Destination{+}*.
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*Step 4* \- Click the *{+}Ok{+}* button and the following form will be displayed:
!worddavcf45a681298645ca7fe4b5d5680e1888.png|height=300,width=479!\\
* Choose the *{+}Folder{+}* where you wish to *save* the file.
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* Type the name that you wish to give the file in the *{+}File Name{+}* box.
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* Click the *{+}Save{+}* button to save the file.
{info}The above screen example may be different depending on your version of Windows. For more information or assistance with saving files and using Microsoft Word, please contact the Central Office.{info}
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