Miscellaneous Setup

Opening Miscellaneous Setup

This procedure is used to access all processes in the Miscellaneous Setup section.

Locate and click on the Admin & Maintenance tab. Next, click on the Miscellaneous Setup option.

Open

Schools

You can establish school-specific settings (including schools that are not associated with a cafeteria) from the School Maintenance screen. The School Export Code (if applicable) will allow claims to be exported in order to be uploaded for processing. 

1. From the Admin & Maintenance tab, select  Miscellaneous Setup. Then, choose Schools.

2. Establish School Maintenance settings. Click Ok to save changes.

Area Eligible
When selecting At-Risk or PV2, students are run through the serving line and a sale is run for each student. The first meal is
free while the second is "at cost".
When selecting At-Risk (assume at cost) or PV2 (assume at cost), the assumption is students are not run through the serving
line. They grab plates and go. Any identified students who are rung up are assumed to be purchasing second meals only and
are, therefore, sold meals "at cost".

Set Historical Seamless Summer -  Enable Seamless Summer for multiple sites or to configure a date range. You can learn more about how to set up Seamless Summer by reviewing this Seamless Summer Knowledge Article.

1. School Number - The number associated with the school. (Not editable)

   1. School Name - The name of the school. (Not editable)

   2. Inactive - Place a checkmark in the box is a school is no longer active.

   3. Export Code - School-specific code provided by the state.

   4. State Code - District specific code provided by the state.

   5. Email Address - Primary email address for the school.

   6. Exclude from Claim - Place a checkmark for the appropriate school if it is to be excluded from the claim process.

   7. Breakfast Area Eligible - Use the drop-down menu to select an area eligible setting: None, PV2 Base Year, PV2 Second+Year, PV2 Second+Year (assume at cost), CEP, CEP (assume at cost). 

   8. Lunch Area Eligible - Use the drop-down menu to select an area eligible setting: None, PV2 Base Year, PV2 Second+Year, PV2 Second+Year (assume at cost), CEP, CEP (assume at cost).

   9. Snack Area Eligible - Use the drop-down menu to select an area eligible setting: None, At-Risk, At-Risk (assume at cost).

   10. Supper Area Eligible - Use the drop-down menu to select an area eligible setting: (None, At-Risk, At-Risk (assume at cost).

   11. CEP % Identified - Percentage of CEP identified in the school. (Not editable)

   12. Custom School Fields - Custom-defined fields are established in Administration and Maintenance  Miscellaneous Setup  Custom School Fields and to be used in reports.

Open

Custom School Fields

Custom school fields have been added and are used in custom reports/exports. For additional assistance, please contact Support.

1. From the Admin & Maintenance tab, select Miscellaneous Setup. Then, choose Custom School Fields.

2. Establish School Field details. Then, click Ok.

Provision 2 Base Year

Provision 2 Base Year allows schools to establish claim percentages for qualifying schools and meals. Percentages are broken down by school, meal, and month and may vary. Newton allows you to review those percentages for accuracy.

1. From the Admin and Maintenance tab, select Miscellaneous Setup. Then, choose Provision 2 Base Year.

2. Review Provision 2 Base Year percentages. 
   
   

Feeder Groups

Feeder Groups differ from Feeder Schools. Feeder Groups allow customized groups to be created and separate reports to be run to show the number of meals served depending on District needs. e.g. A high school establishes a feeder group for when an 8th grade class visits for the day and are fed at that location.

1. From the Admin & Maintenance tab, select Miscellaneous Setup. Then, choose Feeder Groups.

2. Enter a new Feeder Group by clicking in the Description column next to the asterisk *. Then. click Ok.
   
   

Grade Groups

The Grade Groups option allows Grade Groups to be created and Mapping Templates to be established. The Participation by Grade-Group report (similar to the Participation by Grade report) can then be run. The report will allow meal costs to be broken down depending on setup. e.g. A school in the District is established as Kindergarten through 5th grade. The grade group option allows the report to break down meal costs for elementary and middle school students.

From the Admin & Maintenance tab, select Miscellaneous Setup. Then, choose Grade Groups.

1. Select Grade Groups from the Grade Groups menu.

2. Create Grade Group categories by selecting the line with the asterisk * and entering a grade group name. Then, click Save.

1. Select Grade Group Mapping Templates from the Grade Groups menu.

2. Create Grade Group Mapping Templates by selecting the Default or adding a new description in line with the asterisk * and entering in a grade mapping name. In each Grade column, click in the cell and use the drop-down menu to select a Grade Group. Click Ok when you have established all grade groups.

Track Configs

Track Configs allow year-round schools to define when school sessions are out for break periods for reporting purposes.

1. From the Admin & Maintenance tab, select Miscellaneous Setup. Then, choose Track Configs.

2. To create a new track, click Add. To edit an existing track, select the row and click Edit.

    

3. Select how you want to establish new track configurations. Then, click Ok.
    - From scratch
    - As a copy of the currently selected track configuration
   
   

4. Complete track configurations. Then, click Ok.
   
   

   1. Enter a description.

   2. In the row with the asterisk *, enter the start date for the students out of session.

   3. Enter the end date for students out of session.

POS Groups

By default, POS Groups are established by Homeroom and Grade. The POS Groups option allows admin to establish customized POS groups.

1. From the Admin & Maintenance tab, select Miscellaneous Setup. Then, choose POS Groups.

2. Use the drop-down arrow to select a cafeteria. Then, click Ok.
   
   

3. Enter a new POS Group by clicking in the Description column next to the asterisk *. Then. click Ok.
   
   

Additional Options

• Clear - The Clear button allows you to keep the POS Group while clearing all student associations.
  a. Select the POS Group you would like to clear from the list.
  b. Click Clear.
  c. If a POS Group is in use (POS Customers have been assigned), a notification warning will appear. Click Yes to continue clearing all customers from the selected POS Group.
     

  
  d. A confirmation window will appear once the process is complete.
     

  
  
  
  

• Delete - The Delete button allows you to easily remove a POS Group.
  a. Select the POS Group you would like to delete from the list.
  b. Click Delete.
  c. If a POS Group is in use (POS Customers have been assigned), a notification warning will appear. Click Yes to continue deleting the POS Group.
     

  
  d. Click Ok in the POS Group Maintenance window when you are done to save changes.

Mass Update POS Groups/Homerooms

The Mass Update POS Groups/Homerooms tool allows you to quickly perform mass updates to POS Groups and Homerooms to a selected school.

1. From the Admin and Maintenance tab, select Miscellaneous Setup. Then, choose Mass Update POS Groups/Homerooms.

   1. Use the drop-down menu to select a specific cafeteria. Then, click Ok.
      

      The Search button allows you to narrow search results by cafeteria description.
      To return to the Select a Cafeteria drop-down window, click Browse.
      Enter a keyword or description in the Description search filter, then click Refresh.
      Select the cafeteria from the screen. Then, click Ok.

2. You have two options when utilizing the mass updater feature. You may edit information within the window or use the Mass Update wizard. When you are done, click Ok.

   1. Modify information within the Mass Updater POS Groups/Homeroom window.

      1. Modify information for each student.

         1. Homeroom Override - Correct the student's homeroom by entering text in the Homeroom Override column.

         2. POS Group - Use the drop-down menu in the POS Group column to select the correct POS Group for the student.
            
            

   2. Modify information with a wizard.

      1. Click Group Update from the tab at the top of the window.

      2. In the welcome window, click Next to begin the process.
         
         

      3. Select which mass update you wish to perform. Then, click Next.

         1. POS Groups - Use the drop-down menu to select a POS Group.
            
            

         2. Homerooms - Enter the new homeroom.
            
            

      4. Click Add POS Customers to select customers for POS updates.
         
         

      5. Use the Search tool by entering information and clicking Refresh.

      6. Place a checkmark by each customer you wish to update by clicking in the box. Then, click Ok.
         
         

      7. Repeat Steps v-vi until you have selected all customers in which updates are needed.

      8. Review the list of customers to ensure the correct ones are selected. Then, click Next.
         Note: The Current Homeroom and Current POS Group columns will appear blank or as (none) unless a previous override has been performed for a selected customer.

      9. Click Finish to complete the process.
         
         

Letters

In the Letters section, you can change the verbiage of letters, add signatures, and District logos.

1. From the Admin & Maintenance tab, select Miscellaneous Setup. Then, choose Letters.

2. Click on the Custom Layouts button. This will allow you to customize your letter layout.
   
   Creating and Customizing Letters
   For more information on how to create and adjust letter templates, click on the links below to visit DevExpress. Please note
   that some topics may not apply; however, these tutorials and documentation should give you a better understanding to
   designing reports.
   Video tutorials: DevExpress Reporting
   Documentation: End User Report Designer Online Help

    

3. Select a Report Name or the layout description marked as default and click Edit Layout.
   
   

4. Edit the letter layout in the Report Designer. You can rearrange, delete, or add to the template.
   
   

    

   1. The Report Explorer tab shows the band and band details. Click the arrow (>) to expand the areas.
      
      

   2. Locate and click on the Field List tab.
      
      

   3. Choose from the list of Field Parameters you would like to include in your letter by left mouse clicking on the parameter and dragging it onto the letter template. If you choose to insert First Name, Last Name, Student Number in the body of your letter, you should do so here and not in the "Group and Sort" tab.
      
      

   4. Once you are done creating your letter, click the Save icon. Then, click the red X in the upper right-hand corner of the window to close the Report Designer.

5. Click the X on the Edit Report Layout Overrides tab to return to the Letter Maintenance window.
   
   

6. Add or edit letter bodies.
   
   

   1. Click Add New Letter Type to create a new letter.

   2. To edit an existing letter, click the plus sign + on a letter description to choose which letter language to edit. Then, click the Edit Letter Body or the Edit Letter Email button.
      
      

7. Edit the letter body. Then, click Ok to save changes.

   1. Add a new description.

   2. Use the drop-down menu to select a layout.

   3. Change font type, size, style, alignment, and color.

   4. Add, delete, or change letter body text.

8. Insert fields from the available list.
   
   

    

   
   Preview of Edit Letter Body:
   

Languages

A Language Maintenance screen has been added for enabling other languages to be used when creating letters.

1. From the Admin & Maintenance tab, select Miscellaneous Setup. Then, choose Languages.

2. Enable languages for letters by unchecking the selected language in the Inactive column. Then, click Ok.
   
   

3. Select the correct letter and language to edit in Letters.

Customer Categories

The Custom Customer Category Codes allows you to modify category codes. Some reports can then be printed to include the category codes established. The codes help to protect the identity of customers. 

1. From the Admin & Maintenance tab, select Miscellaneous Setup. Then, choose Customer Categories.

2. Click into the Code column next to the description and change the code. Then, click your Enter key on your keyboard.
   Note: Codes may be up to three (3) characters in length. A numeric or alpha character may be used.

    

Offer-vs-Serve

Offer-vs-Serve allows you to establish settings at the Item and Menu level and apply the factors to Cafeterias. You may choose to use the default settings or establish new settings. Default settings as based on USDA regulations. OVS Requirements must first be established and then applied to mapping templates before they can be applied at the Cafeteria level (Administration and Maintenance → Cafeteria Setup → Cafeteria Schools → OVS Req. Mapping).

From the Admin & Maintenance tab, select Miscellaneous Setup. Then, choose Offer-vs-Serve.

1. Select OVS Requirements from the Offer-vs-Serve menu.

2. Establish new requirements in the last row with the asterisk. Then, click Ok.
   
   

   1. Description - Enter a requirement description.

   2. Min Food Items - Enter the number of minimum food items the child must take.

   3. Max Food Items - Enter the maximum number of food items the child is allowed to take.

   4. Min Fruit - Use the drop-down menu to select the minimum fruit portion required to count as a component of a reimbursable meal.

   5. Max Fruit - Use the drop-down menu to select the maximum fruit portion.

   6. Min Vegetables - Use the drop-down menu to select the minimum vegetable portion to count as a component of a reimbursable meal.

   7. Max Vegetable - Use the drop-down menu to select the maximum vegetable portion.

   8. Min Grain - Use the drop-down menu to select the minimum grain portion to count as a component of a reimbursable meal.

   9. Max Grain - Use the drop-down menu to select the maximum grain portion.

   10. Min Meat - Use the drop-down menu to select the minimum meat portion to count as a component of a reimbursable meal.

   11. Max Meat - Use the drop-down menu to select the maximum meat portion.

   12. Min Fruit/Vegetable Portion - Use the drop-down menu to select the minimum fruit/vegetable portion. This requirement combines the fruit/and vegetable portions as one meal component allowing meal requirements to meet these requirements if other requirements are met. Check USDA and local regulations for more guidance.
       
       

1. Select OVS Mapping Templates from the Offer-vs-Serve menu.

2. Select Add to add a new mapping template.
   
   

3. Establish mapping template details. Then, click Ok.
   
   

   1. Description - Enter a description for the new mapping template.

   2. Default Requirements - Use the drop-down menu to establish default requirements for Breakfast and Lunch.

   3. Grade Mappings - Click Add Grade and select a grade from the list. Next, click Ok. Then, use the drop-down menu to select a Breakfast Requirement and Lunch Requirement as it applies to the selected grade. Repeat the process for additional grades.

   4. When finished, click Ok.
      
      

Supervisor Alerts

Supervisor Alerts can be established in order to alert Cafeteria Operators, Area Supervisors, and Main Office Administrators of arising issues depending on the level of permissions granted to a role or group. Some alerts have the ability to request overrides in order to complete processes. 

1. From the Admin & Maintenance tab, select Miscellaneous Setup. Then, choose Supervisor Alerts.

2. In the Setup Supervisor Alerts window, click Add. 
   Note: Supervisor Alerts are limited to seven options. Not all alerts are configurable.

    

3. Choose from the list of new supervisor alerts. Then, click Ok.
   
   

4. Establish criteria for alerts. Then, click Ok.
   Note: If a variance is larger than the amount allowed, it will be reported as a supervisor alert warning.

    

   Double Card Usage - Detects if a customer has been served two meals on the same day. (Not editable)
   Edit-Check Warnings - The edit-check warning establishes an alert when enrollment and meals served conflict for a Federal Edit check. (Not editable) 
   Hasn't Posted Yet - If a cafeteria has not yet posted meal counts for an operating day, an alert will be sent to the main office or Area Supervisor. (Not editable)
   
   High Charges - Establishes a maximum dollar value of charges allowed.
   Choose charge limit behavior

   • Entire cafeteria charge limit - Establishes a maximum charge limit for all customers combined.

   • Charge limit per customer (includes all active customers) - Establishes a high-end maximum charge limit for each individual
     customer at the level of the Central Office for reporting purposes.
     
     Options

   • Charge Limit - Established a set amount of maximum charges.

   • Include positive balances
     
     Individual High Charges - Establishes a maximum charge limit for each individual customer at a school and references charge limits
     in Cafeteria Settings.
     Suspicious Labor Hours - Looks at the standard deviation from the allowed mean on a per cafeteria - per meal basis from the start of
     school year to present.

      

     Did You Know?
     Standard deviation is a measure used to calculate a variation/dispersion of a set of numerical data values. A deviation
     close to 0 is ideal and indicates complied data remains close to the mean/expected value of the data set.
     How does it work?
     If the deviation is set at 1 and labor hours for a cafeteria typically total 13 for a lunch meal. an alert will be generated if 11
     or 15 labor hours are reported. An alert will not be generated if labor hours are reported as 12, 13, or 14.
     
     

5. After you have established Supervisor Alerts, click Ok.

Work-Log Types

The Work-Log section allows for the tracking of specific actions that occur when working with customers, creating a record of the customer's history.

1. From the Admin and Maintenance tab, locate Miscellaneous Setup. Then, select Work-Log Types.

2. Set the following options for the different Work Logs. New Work Logs can be added in the blank space next to the asterisk * (typically the last row). Then, click Save Changes.
   
   

   1. Description - Enter a work-log description.

   2. Section - System sections have been imported from DataCenter. For new work-logs, enter General.

   3. Flash Comments Tab Header - Select a Flash Comments Tab Header option from the drop-down menu - Always, When Comments Exist, Never. When a comment is present, the Comments icon will flash.

   4. Comment Prompt - Select a Comment Prompt option from the drop-down menu - Prompt, Required, Do Not Prompt.

Claims

 In order to run accurate claim reports, Claim Periods and Reimbursement Rates first need to be established.

 From the Admin & Maintenance tab, select Miscellaneous Setup. Then, choose Claims.

1. Select Claim Periods from the Claims menu.

2. Establish claim periods. Then, click Ok.
   
   

   1. Enter a start date.

   2. Enter an ending date.

   3. Locked - Once a claim report has been processed, you may lock the period by clicking in the box. This blocks anyone from modifying previous claims. If a modification is necessary, an authorized user may unlock the claim.

   4. Use the drop-down menu in the Reimbursement-Rate Period and choose a school year.

   5. You can continue to enter claim periods or click the Auto-Fill button to complete setting up periods through the end of the established school year.

1. Select Reimbursement Rates from the Claims menu.

2. Establish a new school year and enter reimbursement rates. Then, click Ok.
   
   

   1. Next to the asterisk * in the Description column, enter the new school year.

   2. Enter school year rates as provided to you. State reimbursement rates do not apply to all states. Please check with your state agency for rates.

Income/Expense Accounts

The Income and Expense Accounts allow you to establish criteria for the Profit/Loss Report. Each cafeteria must first determine what items to include as incomes and expenses.

1. From the Admin & Maintenance tab, select Miscellaneous Setup. Then, choose Income/Expense Accounts.

2. Complete income and expense account setups. Then, click Ok.
   
   

   1. Enter a new description in line with the asterisk *.

   2. Use the drop-down arrow under Account Type to select if the description is revenue or an expense.

   3. If a description is no longer in use, check the Inactive box.
      
      

Misc School Counts

Miscellaneous School Counts are established for full cost meals in which the cafeteria receives reimbursement. e.g. A school prepares meals for a local detention center. The meals prepared are not considered eligible for federal or state reimbursement. However, at the end of the month, the school prints out a report for reimbursement costs.

1. From the Admin & Maintenance tab, select Miscellaneous Setup. Then, choose Misc School Counts.

2. Complete Miscellaneous School Count options. Then, click Ok.
   
   

   1. Edit an existing description by clicking in the description cell or enter a new description in line with the asterisk *.

   2. Edit an existing Key code or enter a new Key code.

   3. Use the drop-down arrow under WinFSCA User Account to select the account established in WinFSCA (if applicable). 

   4. If a description is no longer in use, check the Inactive box.
      
      

Misc Posting Cash

Miscellaneous Posting Cash is established when splitting income with a 3^rd party (vendor, catering).

1. From the Admin & Maintenance tab, select Miscellaneous Setup. Then, choose Misc Posting Cash.

2. Complete Miscellaneous Posting Income and Expenses options. Then, click Ok.
   
   

   1. Edit an existing description by clicking in the description cell or enter a new description in line with the asterisk *.

   2. Edit an existing Key code or enter a new Key code.

   3. Select how the miscellaneous posting affects the deposit by using the drop-down menu.
       - None
       - Positive
       - Negative 

   4. Use the drop-down menu under Report to WinFSCA to select the account type established in WinFSCA (if applicable). 
       - None
       - MiscExpensesProducts
       - MiscExpensesServices
       - MiscIncome
       - CateringIncome
       - ContractIncome
       - AdditionalTaxableSales 

   5. If a description is taxable, check the Taxable box.

   6. Select the account type.
       - (n/a)
       - Expense
       - Revenue 

   7. If a description is no longer in use, check the Inactive box.
      
      

      
      
      
      

Allergens

The Allergy System adds the ability to specify allergens on items and customer allergies. It also provides the appropriate warning on the serving line. 

1. From the Admin & Maintenance tab, select Miscellaneous Setup. Then, choose Allergens.

2. The most common allergens are listed. To add additional allergens to the list, scroll to the bottom of the window and click on the asterisk * to enter a new allergen. Click Ok when you are done entering new allergens.
   
   

   
   
   
   

Special Diets

Special Diets allows you to establish a special diet description and link a POS Item associated with the diet. Special Diets may then be applied to a customer triggering alerts on the POS Serving Line.

1. From the Admin & Maintenance tab, select Miscellaneous Setup. Then, choose Special Diets.

2. Establish Special Diet criteria. Then, click Ok.

   1. Description - Enter a description of the special diet.

   2. POS Item - Use the drop-down menu to select the POS Item associated with the Special Diet.