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Overview

The Recipes & Menus section will take you through the process of editing and adding recipes, recipe categories, recipe delivery units, menu count types, fat change types, critical control points, menus, menu categories, menu templates, and production areas.


RecipesMenus
Recipe CategoriesMenu Categories
Recipe Delivery UnitsMenu Templates
Menu Count TypesProduction Areas
Fat Change TypesManufacturing Groups
Critical Control PointsMass Update


Opening Recipes & Menus

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

Locate and click the Admin & Maintenance tab. Next, click on the Recipes & Menus option.

Recipes

After items have been added to the system, recipes are created. Recipe creation allows 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 set up 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 you would like to create a new recipe.
    1. As a new blank recipe - Information in all tabs is blank.
    2. As a copy of the currently 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. 
 Recipe Info

Recipe Info allows you to enter a long, short, and external description, recipe number, export code, recipe category, menu item type, delivery mode, HACCP information such as temperature, process type, and production area. You can also enter pan size, number of pans, a photograph of the completed recipe, and flag a recipe that needs further attention.

Establish Recipe Info.

    1. Description - Enter a description of the recipe.
              Recipe Description has a maximum length of 255 characters.
    2. Recipe Number - Enter the recipe number.
    3. Short Description - Enter a short description of the recipe.
    4. External Description - Enter an external description of the recipe. (Used to broadcast recipes to the web.)
    5. Export Code - Enter the export code. (Used to broadcast recipes to the web.)
    6. Recipe Category - Use the drop-down menu to select a recipe category (Breads/Grains, Entree, Fruit/Veg, Milk, Uncategorized).
    7. Menu Item Type - Use the drop-down menu to select a menu item type (Entree, Side Dish, Milk, Condiment, Non-food Item, Other).
    8. Delivery Mode - Use the drop-down menu to select a delivery mode (Any, Ready To Assemble, Ready To Serve).
    9. Temperature (F) - Enter a temperature to display on the recipe instructions.
    10. Pan Size - Enter the size of the pan to display on the recipe instructions. (Not required.)
    11. Number of Pans - Enter the number of pans a recipe will yield to display in the recipe instructions. (Not required.)
    12. Process Type - Use the drop-down menu to select the HACCP process type (No Cook, Same Day Service, Complex Food Preparation).
    13. Require Temperature Log - Requires temperature to be entered during Production process.
    14. Production Area - Use the drop-down menu to select a production area (Bread, Default, Dessert, Fruit, Main Dish, Side, Vegetable).
    15. Photo - Allows you to attach a photo of the finished recipe.
    16. Needs Attention - If there is a possible issue with the recipe (nutrition contribution, missing item, etc.), place a checkmark in the box and enter a statement.

Uploading a Photograph

    1. Click on the image icon .
    2. An image box will appear. Right-click in the box and select Load.
    3. Locate a select the file on your local or network drive. Then, click Open.
    4. The image will appear in the window. Click Ok.

 Steps & Ingredients

Steps & Ingredients allows you to establish steps for preparing, creating, cooking, and warming recipes.

Establish Steps & Ingredients.

    1. Step Title - Enter a step on the row with the asterisk *.

      When you begin to enter information into the Step Title field, the Step # will appear as a code until you click outside of that row.

    2. Critical Control Point (CCP) - Use the drop-down menu to select from a list of CCPs (if applicable).
    3. Instructions - Enter a list of instructions in the drop-down menu. These will appear on the recipe instructions report.
    4. Photo - Photographs can be added at the step level by following the same procedures under Recipe Info.

Add Ingredients to Steps

    1. Click the plus + sign to expand a step.

    2. Enter a Catalog Number or Description in the correct column. Then, press Enter on the keyboard to open a list of items.

      Did You Know?

      When an item is selected in a recipe, you may right-click and "jump to" the selected item in Item Maintenance, delete the ingredient/item from the recipe, and print/export the recipe grid.


    3. Select the correct item from the list. Then, click Ok.

    4. Enter a measurement.

      The weight will automatically be calculated according to item setup.

Repeat the process until all ingredients and steps have been added.


Calculate Recipe Cost

Calculate Recipe Cost allows you to see the real-time cost of the recipes.

  1. From the steps and ingredients ribbon, select Calculate Recipe Cost.
  2. Configure the settings for your recipe cost per serving. When finished, select Ok.

 Yield & Serving Sizes

Yield & Serving Sizes allows you to establish totals for each completed recipe and how a recipe can be distributed, determine if the recipe produces a completed item through manufacturing, and establish serving sizes depending on menu count types.

Delivery Unit/Delivery Sub-Unit

Delivery Unit and Delivery Sub-Unit are typically not selected. These exist to maintain the integrity of a legacy option.

Establish Yield & Serving Sizes.

Yield

    1. Yield - Use the drop-down menu to select a measurement type. Then, enter a quantity for the total the recipe yields/creates.

      You may enter free-text when selecting each (ea) to identify what "each" represents (e.g. slice, 2 oz. cup).

    2. Delivery Unit - Use the drop-down menu to select a delivery unit. Then, enter the number of base-units from the yield quantity per delivery unit.
    3. Delivery Sub-Unit - Use the drop-down menu to select a delivery sub-unit. Then, enter the number of base-units from the yield quantity per sub-delivery unit (if applicable).

    4. Manufactures Item - Links or creates a recipe to an item/manufactured item.

      Manufacturing and Inventory Counts

      By completing the manufacturing process, ingredient items will be removed from inventory. The completed item will be placed in inventory for availability.

      Gear Icon

      Clicking the gear icon opens the linked or created item in a new tab.


      1. Link an Item to a Recipe - Place a checkmark in the box to activate the magnifier icon to search and select an item from the list of available items.

      2. Create a Manufactured Item from a Recipe - Click the plus icon to create a new manufactured item. A tab will open allowing you to complete Item setup details for the newly manufactured item.

    5. Manufacturing Group - Use the drop-down menu to select the correct manufacturing group (if applicable). Typically, Central Kitchens will use this option.

Serving Sizes

Serving Sizes can be established when portion sizes vary.

    1. Establish serving sizes where applicable.
      1. Description - Enter a description.
      2. Portion Size - Enter the portions for the serving size description. (e.g. Grades 6-8 receive .75 cup of diced fruit; Grades K-5 receive 2 mini muffins)
      3. Unit - Units are designated during item setup and cannot be changed.
      4. Weight - Weight is designated during item setup and cannot be changed.
      5. Servings - The number of servings will automatically recalculate once portion size is entered.
      6. Servings per Delivery Unit - Servings per Delivery Unit are designated during item setup and cannot be changed.
      7. Menu Count Types - Place a checkmark in each Menu Count Type to designate which portion sizes will be served.
    2. Click the plus sign cent to each serving size description to establish food contributions.
 Nutrition

Nutritional information is provided for recipes based on nutritional factors established in Items or by keying values from the food label. Additionally, fat and moisture changes can change nutritional values due to cooking.

Establish Nutrition.

    1. If nutritional values do not exist, click Key from Food Label or edit nutritional information at the Item level. You may run the Calculate Nutrition report for additional details.
    2. Fat change after cooking - Use the drop-down menu to select a Fat Change Type. Then, enter the percentage of fat change.

    3. Moisture change after cooking - Enter the percentage of moisture change after cooking.

      Nutrition will need to be recalculated if fat or moisture changes are applied. To view an example of how fat and moisture percentages change after applied, review the example in Fat Change Types.

    4. This recipe is a grain-based dessert - Place a checkmark in the box is the recipe is a grain-based dessert.

Key from Food Label

    1. If nutritional values are not present, click Key from Food Label.
    2. Enter nutritional values. Then, click Ok.
      1. Nutritional Information is per - Use the drop-down menu to select a measurement. Then, enter the numerical value.
      2. Enter USDA Nutrient values.

Calculate Nutrition

    1. To review calculated nutritional values, click Calculate Nutrition.
    2. Uncheck the box if you do not want to Show All Nutrient Data. Then, click Ok.
    3. Review the report. You may choose to print or export the report. After you have finished printing or exporting, click Close Print Preview.

 Notes and Comments

The tab includes free text blocks for Comments, Production Notes & Serving Notes. WinFSIM conversions will prefill the note tab should a recipe include any of the above notes. When printing a manufacturing recipe, if the site printing the recipe does not manufacture, the production & serving notes will print & the manufacturing instructions will not print.

Enter necessary Comments, Production Notes, and Serving Notes that you would like to include in reports.

 Allergens

The Allergens tab allows to you review allergens within a recipe.

In order for allergens to appear, they must be established at the item level (e.g. Grilled cheese recipe - milk and wheat allergens will be carried forward from noting milk as an allergen in cheese and wheat as an allergen in bread).

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.


 Recipe Listing - Lists all recipes
    1. Establish report criteria. Then, click Ok.

              Group Records By - Use the drop-down menu to select how to group and subgroup records.
                      (none), Production Area, Recipe Category, Menu Item Type
                    Options - Select one or more options to include in the report

    2. Print or export the report.
       
 Recipe Nutrient Composition - Lists all recipes
    1. Select if you would like to Show All Nutrient Data in the report criteria. Then, click Ok.
    2. Print or export the report.
       
 Recipe Usage - Select a single recipe
    1. Select which options you would like to include in the report. Then, click Ok.
    2. Print or export the report.
       

 Projected Meal Cost - Select a single recipe
    1. Establish projected meal cost options.
      1. Click Change Source to change analysis source criteria.
         
                Date Range - Use the calendar tools to select a date range.
                Meal Type - Select one or more meal types.
                Source - Select a meal cost source.
                        Manual Entry - Recipes must be added from the "Add Menu" button and meal count types entered manually.
                        Menu Planning Counts - Uses planned, offered, or service counts from a specific site.
                        Menu Template - Uses manually entered counts or the sum of planned counts for a specific template.
                        Specific Recipe - Uses a specific recipe and meal count types are entered manually.


      2. (optional) Click Add Menu to add additional menus to the projected meal cost.
      3. Enter meal counts for the Meal Count Types (e.g. K-6, 6-8, 9-12).
    2. Click Print and select Projected Meal Cost Analysis.
    3. Establish report criteria. Then, click Ok.

              Contract Date - Use the calendar tool to select a contract date.
              Use Prices for Site - Use the magnifier tool to locate a specific site.
              Favor Donated or Purchased - Select how catalog numbers should be favored.
              Favor Price - Select which catalog price should be favored.
              Run for each site in the filter - The report will be run separately for each site while grouping the entire District into one printable file.


    4. Print or export the report.

 Recipe Tracking Log - Select a single recipe

Advanced

Search and Replace Recipe on Menus

Search for and replace a single menu on multiple selected menu templates and planned sites within a specified date range

  1. From the Admin & Maintenance tab, select Recipes and Menus and then Recipes.
  2. Select a recipe with which you wish to replace recipes within the menu. Then, select Advanced and choose Search and Replace Recipe on Menus from the drop-down menu.


  3. Use the wizard to guide you through search for and replacing items on recipes with a different ingredient.
    1. Select next to confirm you have selected the correct ingredient.


    2. Type in a search word to filter your results. When you find the ingredient you were searching for, select it and click Next.


    3. Use the filters to create your search scope. Then, click Next.

              Search Menu Templates - searches across all menu templates.
              Search Site Planning - Searches all sites by default, or you can select a specific site by selecting the radio button and selecting a site from the drop-down. Or, search by Category and Cluster, or Named Site Filter.
              Search templates and planning for date range - Select the drop-down menu to see a Calendar to select a specific planning date range.
              Search Menus - searches across all menus.

    4. A list will be generated for all of the affected menus. Here, you can unselect any menus you do not want to be affected. When finished, click Next.


    5. Confirm that the desired changes will be made. If you are not satisfied, you can select the Back button to make different changes. Then, select Finish to apply your changes.


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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.

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Recipe Delivery Units

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

Recipe Delivery Units

Recipe Delivery Units exist to maintain the integrity of a legacy option. 

  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.

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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.

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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). Then, click Ok.
  4. Once you have completed adding Fat Change Types, click Save Changes.
 Example of how nutritional values change after Fat Change Types are applied.

When applying fat and moisture changes to a recipe, the nutritional information must be recalculated. Click Ok to continue with the process when prompted.

Standard Recipe

Recipe Prepared by Cooking in Peanut Oil - Fat Changes Only

Recipe Prepared by Cooking in Peanut Oil -Fay and Moisture Changes

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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.

Critical Limits

For every Critical Control Point (CCP) identified, there must be a Critical Limit (CL), or a parameter to indicate whether or not the control measure is, in fact, controlling the identified hazards.

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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 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 an issue for recipes that are unlinked.



              Description - Enter the description of the menu.
              Menu Number - Enter a menu number using alphanumeric characters.
              Short Desc - Enter a short description of the menu to appear during menu planning.
              External Description - Enter a description to be displayed to parents and students.
              Export Code - Enter the export code for eternal info distribution.
              Menu Category - Select a menu category from the drop-down menu.
              Meal Type - Select a Meal Type from the drop-down menu.
              Inactive - Select the checkbox to inactivate a menu.
              Search for Recipes - Use the search tools to narrow search results.
              Search - Enter part or all of a recipe name.
              Menu Item Type - Select a menu item type from the drop-down menu, e.g. entree, side dish, etc.
              Food Contributions - Select one or more food contributions from the drop-down menu.

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

Menu Usage Report

You can run the Menu Usage report once the menu has been added to a Menu Template and/or Meal Planning has occurred.

  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 Print, then choose 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 Print, then choose Weighted Nutrient Analysis.

  3. The Weighted Nutrient Analysis tab will appear. Click the Print button and select 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.
     


Search and Replace Menu

Search for and replace a single menu on multiple selected menu templates and planned sites within a specified date range. Choose between leaving planned recipes as is or remapping planned recipes.

  1. From the Admin & Maintenance tab, select Recipes and Menus and then Menus.
  2. Select a menu with which you wish to replace within a specified date range.
  3. Select Advanced, and then choose Search and Replace Menu from the drop-down menu.
  4. Use the wizard to guide you through search for and replacing menus.
    1. Select Next to confirm you have selected the correct menu.


    2. Type in a search word to filter your results. When you find the menu you were searching for, click Next. 
    3. Use the filters to create your search scope. Then, click Next.

              Search Menu Templates - searches across all menu templates.
              Search Site Planning - Searches all sites by default, or you can select a specific site by selecting the radio button and selecting a site from the drop-down. Or, search by Category and Cluster, or Named Site Filter.
              Search templates and planning for date range - Select the drop-down menu to see a Calendar to select a specific planning date range.
             
    4. Select how you would like your planned recipes to be remapped to the new menu's recipes. When finished, click Next.


    5. A list will be generated for all of the affected menus. Here, you can unselect any menus you do not want to be affected. When finished, click Next.


    6. Confirm that the desired changes will be made. If you are not satisfied, you can select the Back button to make different changes. Then, select Finish to apply your changes.


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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.

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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.




    The MealViewer Time Block column is only available if you have created Time Blocks in MealViewer Time Block Maintenance.

  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. The Print option is also available in the main Menu Template window.

    • 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?



              Date Range (Inclusive) - Use the calendar tools to select a From and To date range.
              Options - Select one or more of the options to include in the printout.
              Include Menus - Select one or more Meal Category Kinds to include in the printout.
              Include Recipes - Select one or more Menu Item Type recipes to include in the printout.

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

    •  Carbohydrate Analysis

      Establish report criteria for the selected Menu Template. Then, click Ok.

              Date Range (Inclusive) - Use the calendar tool to select a From and To date range.
              Menu Count Type - Select a menu count type to include in the report.

    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. MealViewer Time Block - Use the drop-down menu to select a time block.

      The MealViewer Time Block drop-down menu is only available if you have created Time Blocks in MealViewer Time Block Maintenance.

    4. Start Date - Use the calendar tool to select a start date.

    5. 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 using the options on the ribbon at the top of the page. 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 Print/Export Grid Data, "Jump to" the selected menu in Menu Maintenance, Remove the menu from the menu template, or Search and Replace the Menu.

      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 recipe 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, Search and Replace the recipe, 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 an issue for recipes that are unlinked.

      5.  View More Data - Meal Contributions

        The View More Data drop-down menu allows you to review meal contributions and nutrients for a menu count type and recipe cost while you are building menu templates. 

        To review Meal Contributions and Nutrients for a Menu Count Type:

        1. From the Edit Menu Template screen, select a menu.
        2. Click on View More Data, then select Food Contribution and select a Menu Count Type to review.

        3. If you have multiple menus on your template to review, click on other menus. The Menu Count Type focus remains the same.

          Review Meal Contributions for a Different Menu Count Type

          To review contributions for a different Menu Count Type, click Meal Contributions and select a different type.

          Close Meal Contributions

          To close reviewing meal contributions, click Meal Contributions and click on the selected Menu Count Type to remove the checkmark.

          Review Meal Contributions for a Different Day

          Click Cancel to return to the calendar view. If you select a different day, the last Menu Count Type focus remains until you close out of the selected menu template.

         

      6.  View More Data - Recipe Cost

        The View More Data drop-down allows you to review meal contributions and nutrients for a menu count type and recipe cost while you are building menu templates.

        To see real-time plate count costs for your recipes:

        1. From the Edit Menu Template screen, select a menu.
        2. Click on View More Data, then select Recipe Cost.
        3. Configure the settings for your Recipe Cost view.

        Now that you have identified the recipe cost criteria, you will see columns for Purchase Cost, Donated Value, and Total Value within the recipes.

        Check/Uncheck the recipes to see the real-time costs change.


    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

Did you know?

For pasting, it is good practice to select/highlight at least the minimum amount of days that were copied to avoid errors.

When copying and pasting a cycle, the Serving Type does not carry over. You must change the serving type as needed.

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.

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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.

Deleting a Production Area

To remove a production area, select an area and click Delete. The area cannot be in use.

Searching for a Production Area

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

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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.

Deleting a Manufacturing Group

To remove a manufacturing group, select a group and click Delete. The group cannot be in use.

Searching for a Manufacturing Group

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

 

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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.

  • Recipe Number

  • Description

  • Short Desc

  • Recipe Category

  • External Description

  • Do Not Display Externally

  • Menu Item Type

  • Export Code

  • Delivery Mode

  • Production Area

  • Manufactures Item

  • Manufacturing Group

  • Require Temp. Log

  • HACCP Process Type

  • Needs Attention

  • Inactive 


 

Menus

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

  • Menu Number

  • Description

  • Short Desc

  • Menu Category

  • Meal Type

  • External Description

  • Export Code

  • Menu Group

  • Inactive 

MealViewer Menu Groups

Select a MealViewer Menu Group for each applicable menu. Then, click Save Changes.

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