Recipes & Menus

Opening Recipes & Menus

This procedure is used to access all processes in the Recipes & Menus section.

Recipes

After items have been added to the system, recipes are created. Recipe creation allow you to add a description, recipe number, short description, external description and code for broadcasting purposes, required temperature (if applicable), and photo. You have the ability to select a recipe category, menu item type, delivery mode, and production area.  Steps and ingredients are entered to produce a recipe. This can be setup in order for a recipe to be manufactured from scratch (such as blueberry muffins) or assembled (such as Asian chicken salad). Total recipe yield, delivery units, manufactured item (if applicable), nutritional values, and serving sizes (which may vary between grades) are also established. 

1. From the Recipes & Menus option, select Recipes.

   The Recipe Maintenance Window

   The Recipe Maintenance window displays the Recipe Number, Description, Short Description, recipe Category, Menu Item Type, Manufactures Item (Item # resulting from manufacturing), Manufacturing Group, Inactive recipes, and comments if a recipe Needs Attention.

2. Click Add Recipe. If you are adding to a recipe that already exists, locate and click on the recipe before selecting Add Recipe.

   You may also select an item and click Edit Recipe or Delete Recipe.

   

3. Select how to create a new recipe.
   
   1. As a new blank recipe - Information in all tabs is blank.
   2. As a copy of the current selected recipe - By default, the first recipe is already selected. You may highlight a recipe from the list and create a copy. All information from the existing recipe is carried over to the copy.
      
4. Establish all recipe components. Then, click Save Changes. 

You may wish to Test Print Instructions once you have established a recipe.

Print Reports

1. From the Recipes & Menus option, select Recipes.

   Prior to running the Recipe Usage and Projected Meal Cost reports, you must select a recipe from the list.

2. Click Print. Then, select a report.

Return to Top

Recipe Categories

Recipe Categories assist in establishing balanced meals and meal components.

1. From the Recipes & Menus option, select Recipe Categories.

2. Enter a new recipe category by clicking in the cell next to the asterisk * or click Jump to New Row. Then, click Save Changes.

   Deleting a Recipe Category

   To remove a recipe category, select a category and click Delete. The category cannot be in use.

   Searching for a Recipe Category

   To locate a recipe category in your list, click Find. Then, begin typing the category name in the search bar.

   

Return to Top

Recipe Delivery Units

Menu Count Types are applied to Recipes under the Yield & Serving Sizes tab.

1. From the Recipes & Menus option, select Recipe Delivery Units.
2. Establish new recipe delivery units. Then, click Save Changes.
   
   1. Description - Enter a new Recipe Delivery Unit description.
   2. Volume (mL) - Enter the number in mL if the unit can be broken down; otherwise, leave blank.
      

Return to Top

Menu Count Types

Menu Count Types are applied to Manufacturing Groups for Recipes under the Yield & Serving Sizes tab.

1. From the Recipes & Menus option, select Menu Count Types.
2. Establish new menu count types. Then, click Save Changes.
   
   1. Description - Enter a new Menu Count Type description.
   2. Category - Use the drop-down menu to select the correct category (Student Reimbursable, Adult Meal, Other).
   3. Nutrient Standards - Use the drop-down menu to select one or more nutrient standards to apply.
   4. Food Patterns - Use the drop-down menu to establish one or more food patterns.
      

Return to Top

Fat Change Types

Fat contents of foods change depending on how a recipe or item is prepared for consumption. You can apply Fat Change Types to a Recipe under the Nutrition tab. For additional information, refer to pages 79-80 of the USDA's School Meal Nutrient Analysis Protocols.

1. From the Recipes & Menus option, select Fat Change Types.
2. You may add fat change types by entering a description next to the asterisk * and entering fat changes or clicking Import from USDA.
   
3. Use the Search tool to locate and select the correct item from the USDA list (if available) or click Food Buying Guide to locate and select the item (if available). Then, click Ok.
   
4. Once you have completed adding Fat Change Types, click Save Changes.

Return to Top

Critical Control Points

The USDA has established Hazard Analysis and Critical Control Points (HACCP) in regards to preparation and serving. Additional CCPs may be added. For more information, refer to the USDA website.

1. From the Recipes & Menus option, select Critical Control Points.
2. Scroll to the bottom of the Critical Control Point Maintenance screen and establish new CCPs next to the asterisk *. Then, click Save Changes.
   
   1. Description - Enter each new critical control point description.
   2. SOP Category - Use the drop-down menu to select a Standard Operating Procedure (SOP).
   3. Hazard - Type in the type of hazard that may result from not following proper procedures.
   4. Critical Limit - Enter the critical limit and additional details, such as how often the temperature should be checked.

Return to Top

Menus

Menus are created by adding recipes and adding one or more menus to a menu template. You also have the ability to merge menus and run nutrient reports.

1. From the Recipes & Menus option, select Menus.

2. Add a new menu to the list of available menus by clicking Add New.

   New Menu as a Copy

   When adding a new menu as a copy, all established components of the existing menu will be carried forward.

   

3. Select if the menu should be created As a new blank menu or As a copy of the currently selected menu. Then, click Ok.
   

4. Establish new menu details. When you are done, click Save Changes.

   1. Enter details to create the menu.

      External Description

      The External Description is for Districts that utilize additional resources for meals, such as external meal calendars or apps.

   2. Use the Search for Recipes tool to locate a recipe. Then, you may drag and drop or double-click on a recipe to add it to the menu.

      Did You Know?

      You can resize the work and search areas by using the ↔ which appears when you hover over the space between the two areas.

      Clicking the arrow next to "Search for Recipes" will collapse the search area and give you more room to work. You may choose to use the Add Recipe to Menu button in the ribbon.

      Did You Know?

      When a recipe is selected in a menu, you may right-click and "jump to" the selected recipe in Recipe Maintenance, delete the row from the menu, and print/export the menu grid.
      

   3. Link recipes with entreés - Note that entreés are bold. By placing a checkmark in the box of a non-entreé recipe, it associates that specific recipe in conjunction with the entreé. Once a recipe is linked, it becomes indented to display association. Recipes that are not linked to an entreé apply to the entire menu.

      Link to Entreé - Location Matters

      If multiple entreés exist on a menu and you choose to utilize the Link to Entreé feature, be sure you drag and drop or use the Move Up/Move Down buttons so that recipes are directly associated with the chosen entreé.
      
      Location is not a issue for recipes that are unlinked.

      ^{_{In the example below, Veggies Stir-Fry Blend (5626) is a component of the Broccoli Beef w/fried rice entreé and Chips and Queso (HS 7039) is a component of the All-Beef Hot Dog Meal Deal entreé. Because Peaches, Canned (5104) is not linked, it is a component of both entreé meals.}}
      

Print Reports

While in the Edit Menu window, you may choose to print the View Usage report or the Weighted Nutrient Analysis report.

View Usage

1. Select a menu from the Menu Maintenance list. Then, click Edit.

   Did you know?

   You may also use the Search area to locate a recipe.

2. Select View Usage.
3. Select which options to include in the report. Then, click Ok.
   

4. You may choose to print or export the report. After you have finished printing or exporting, click Close Print Preview.

   

Weighted Nutrient Analysis

1. Select a menu from the Menu Maintenance list. Then, click Edit.
2. Select Weighted Nutrient Analysis.

3. The Weighted Nutrient Analysis tab will appear. Click the Print  button and select Weighted Nutrient Analysis, Weighted Nutrient Analysis: Details by Recipe, or Detailed Worksheet by Nutrient report.

   1. Add Menu - If you would like to add another menu for analysis, click Add Menu and select a menu from the list. Then, click Ok.

   2. Remove Menu - Removes an entire menu from the list. You must confirm you wish to remove the menu.

   3. Add Serving Day - Allows a serving day to be added for analysis.

   4. Remove Serving Day - Allow you to remove a serving day. You must confirm you wish to remove the serving day.

   5. Meal Counts - If Meal Counts have not been added, you may add them by expanding the plus + sign.
      

Advanced Menu Options

Menu Merge

The menu merge feature allows you to merge multiple menus into one menu. This is helpful for cleanup, especially in circumstances where you are unable to delete an old menu.

1. From the Menu Maintenance window, select a menu from the list. Then, click Advanced from the ribbon and select Merge Menus.
   
2. The wizard will appear to guide you through the process. Click Next.
   
3. Select one or more menus from the list by placing a checkmark in the box(es). Then, click Next.
   
4. Select the menu you wish to keep. This will allow you to keep the menu number while merging the other menus. Then, click Next.
   
5. You must review changes before continuing as merging menus affects Menu Templates and Meal Planning for sites. If you are okay with the changes that will be applied, click Next.
   
6. You need to confirm and apply the merge of XX number of menus to complete the process. Click Finish.
    

Return to Top

Menu Categories

1. From the Recipes & Menus option, select Menu Categories.
2. Establish new menu categories next to the row with the asterisk *. Then, click Save Changes.
   
   1. Description - Enter a new menu category description.
   2. Menu Category Kind - Use the drop-down menu to select the correct menu category.
      

Return to Top

Menu Templates

Menu Templates allow recipes to be created for meals, date ranges established, and then templates applied to sites. (e.g. Elementary Breakfast - 1/2 c scrambled egg, 1 slice whole wheat toast, 4 oz juice; Middle School Breakfast - 3/4 c scrambled egg, 1 1/2 slice toast, 6 oz juice)

1. From the Recipes & Menus option, select Menu Templates.

2. Click Add to create a new menu template or select an existing template and click Edit.

   Did You Know?

   You can create menu templates in a test database and export them and import them into the live database.

   
   

3. Select if you would like to add a new blank template or a copy of the currently selected template. Then, click Ok.
   

4. Establish Menu Template details.

    Menu Template Features

   View - Allows you to change how you view the calendar.

   • Include Saturdays
   • Include Sundays
   • Show Recipe Detail - Shows all items included in the recipe for the meal.
     
   • Row Height - Allows you to adjust the size of the rows so all items are visible when more than one recipe is allocated for a day or when viewing recipe details.
     

   Print - Allows you to print various records and reports

   • Calendar - Allows you to print a menu calendar based upon a number of options.

     Did You Know?

     When printing the calendar,  non-service days are displayed?

     
     
     
     

   • Menu Template Details
   • Weighted Nutrient Analysis
   • Meal Pattern Analysis
   •  Tracking Log

     

   Change Serving Type - Allows you to change the type of serving for the day by selecting a day and using the drop-down menu.
   
   
   Edit Daily Alert - Allows you to add, edit, or clear an alert for a date.

   1. Description - Enter a description for the menu template.

   2. Meal Type - Use the drop-down menu to select a meal type.
   3. Start Date - Use the calendar tool to select a start date.

   4. End Date - Use the calendar tool to select an end date.

   

5. Add a menu for a day by selecting a day and clicking Edit Day or double-clicking on a selected date.
6. Establish a menu template for the day. When you are done, click Ok.
   1. Expected ServiceType for <Meal> on <Day of Week, mm/dd/yyyy> - Use the drop-down menu to select a service type for the date. 
   2. Menus - Use one of the following options to add a menu to menu planning:

      1. Search for Menus - Use the Search tool to locate and select a specific menu from the Menu tab located on the right. Then, double-click or drag and drop the menu to the template.

         You may narrow a search by using the drop-down menu to select a Menu Category.

      2. Create New Menu - Create a menu on the fly by entering a Menu Number, Description, and clicking Quick-Add Menu. Then, click the Recipes tab or Add Recipe button to search for and add recipes from the list.

      3. Add Menu - Click the Add Menu button and use the Search tool to locate and select a specific menu. 

         Did You Know?

         When a menu is selected in a menu template, you may right-click and "jump to" the selected menu in Menu Maintenance or remove the menu from the menu template.
         

      4. Move Menu Up/Down - You may reorder how menus appear on the template by selecting a menu and using the Move Menu Up or Move Menu Down buttons.

      5. Flatten Menus (Optional) - Once you have completed adding menus and recipes to a day, you may wish to flatten the menus. This process will merge all menus and recipes into one menu for preparation and production. (e.g. You have a burger menu that contains a recipes for cheeseburger, lettuce, tomatoes, onions, fries, and applesauce as part of the menu. You have a pork slider menu that contains pork slider, onion, corn, and applesauce as part of the menu. Once a menu is flattened, all menus and recipes are combined to form one menu.)

   3. Recipes - Use one or more of the following options to add a recipe to a menu:

      1. Search for Recipes - Use the Search tool to locate and select a specific recipe from the Recipe tab located on the right. Then, double-click or drag and drop the recipe to a menu.

         You may narrow a search by using the drop-down menu to select a Menu Item Type and selecting one or more Food Contributions.

         
         

      2. Add Recipe - Click the Add Recipe button and use the Search tool to locate and select a specific recipe.

         Did You Know?

         When a recipe is selected in a menu template, you may right-click and "jump to" the selected recipe in Recipe Maintenance or remove the recipe from the menu template.
         

      3. Move Recipe Up/Down - You may reorder how recipes appear on the template by selecting a menu and using the Move Recipe Up or Move Recipe Down buttons.

      4. Link to Entreé - Note that entreés are bold. By placing a checkmark in the box of a non-entreé recipe, it associates that specific recipe in conjunction with the entreé. Once a recipe is linked, it becomes indented to display association. Recipes that are not linked to an entreé apply to the entire menu.
         

         Link to Entreé - Location Matters

         If multiple entreés exist on a menu and you choose to utilize the Link to Entreé feature, be sure you "drag and drop" or use the Move Up/Move Down buttons so that recipes are directly associated with the chosen entreé.
         
         Location is not a issue for recipes that are unlinked.

   4. Daily Alert - Adds an alert to a day and displays on the menu template, menu planning, and production for the established day.
      
   
   
   
7. Repeat the process for each day.

8. (Optional) Copy and paste a day or a number of days/cycle.

   If you right-click on your mouse, you have faster access to the tools in the Selection group of the ribbon?

   
   Copy one day

   1. Click on the day you wish to copy. Then, click Copy or right-click and select Copy.

   2. Click on the day you wish the recipe to appear and click Paste or right-click and select Paste.
      

Copy multiple days/cycle

a. Click on the first day and drag to the last day using your mouse. Then, click Copy.

b. Click and drag the date range where you wish the menu cycle to repeat. Then, click Paste Cycle.

When you are done, click Save Changes.

Return to Top

Production Areas

Recipe can be designated by Production Areas. 

1. From the Recipes & Menus option, select Production Areas.
2. Enter each new production area group in the cell next to the asterisk * or click Jump to New Row. Then, click Save Changes.

Return to Top

Manufacturing Groups

1. From the Recipes & Menus option, select Manufacturing Groups.
2. Enter each new manufacturing group in the cell next to the asterisk * or click Jump to New Row. Then, click Save Changes.

Return to Top

Mass-Update

The Mass Updates option allows you to easily apply changes to some fields in Recipes and Menus instead of modifying each individually.

From the Recipes & Menus option, select Mass Update. Then, select which mass update to complete.

Recipes

Make necessary changes to Recipe information. Then, click Save Changes.

Menus

Make necessary changes to Menu information. Then, click Save Changes.

Return to Top