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.
Site Selection
It may be necessary for you to select another site; however, this should not occur on a regular basis.
Step 1: Click on the Edison icon in the top, left-hand corner of the screen. Then, choose Select Site.
If you prepare, order, receive, manufacture, and/or produce meals for more than one site, you must select each site and start the day in order to complete daily tasks.
Step 2: Select a site location. Then, click Ok.
Daily operations are completed by using the ribbon at the top of the screen or the Checklist to the left of the screen. Some checklist items are completed daily, weekly, or monthly. You should check with your supervisor for more information.
As system checklist tasks have been completes, a checkmark is placed in the box. Custom checklist tasks will need to be checked off by the user once complete.
Once a site has been selected, it will be noted at the bottom of the screen.
Open Day
In order to complete any daily operations, a date must fist be opened.
Step 1: From the Home tab, select Open Day.
Step 2: Select an operating day from the calendar by clicking on a date. Then, click Ok.
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.
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.
Step 2: Enter any necessary comments relative to the operating day. Then, click Ok.
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.
Reopen Past Day
On occasion, it may be necessary to reopen a past day in order to make corrections. This should not 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.
Step 2: Select a closed operating day and click Ok.
Step 3: You must enter a comment as to why you are reopening a past day.
Step 4: Once necessary changes have been completed, close the day again.
If more than one operating day is open, you will be prompted to select the correct date to close. Then, click Ok.
