This guide is intended for users of different degrees of knowledge and experience with the Edison - Menus and Inventory system. It provides detailed instruction, guidance, and explanation of the system and the tasks necessary to complete your job in the most efficient manner possible. As staff roles may vary from District to District, Daily Operations has been broken down to reflect job requirements.
Basic Overview
As you read through this guide, you should see the majority of instructions broken down into steps. Many words have been noted in bold to assist in locating the appropriate action in a step. Images contain highlights, arrows, and notation to assist in proper understanding and navigation while performing tasks.
All expansions are visible when exporting a page or space to MS Word or PDF formats. For details on exporting documentation, refer to Printing & Exporting in Confluence in the Tips section of the Knowledge Base.
- Tabs - Tabs are located at the top of the ribbon menu for quick navigation between major operations within the system. This allows you to toggle between tabs to perform other actions.
If you do not see all of the tabs as shown in the image below, it means your system role does not have permission to access or perform tasks in these tabs.
- Ribbon Menu - The ribbon menu consists of icons to allow quick access of tasks and daily operations. Ribbons are typically broken down into groups of actions that are performed in a sequence.
- Expandable Details - Some sections of the documentation are expandable to provide added detail while saving space. Click on the arrow > or link next to the arrow to expand/collapse details.
- Table of Contents - The table of contents provides links to sections in the page to allow for quick navigation and access of information.
- Additional Links - Additional links are provided in the documentation. The links are to additional pages within the Edison space, other reference material in the Knowledge Base, external websites, and email contacts.
- Navigation - Navigation of the Edison space can be accomplished through links, the sidebar, or the breadcrumb trail.
Opening Edison
Step 1: From your desktop, locate and double-click on the Edison icon.
Step 2: Enter your username and password. Then, click Ok or press the Enter key.
Site Selection
A "Site" is a considered a school, central kitchen, warehouse, vendor, or unmanaged site. When connecting to a "site", you may only choose those internal to the District - school, central kitchen, warehouse. It may be necessary for you to connect to a different 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.
Once a site has been selected, it will be noted at the bottom of the screen.
Closing Edison
Option 1
Step 1: Click on the Edison icon button located in the upper left corner of the window.
Step 2: Click Close Edison.
Option 2
Close Edison by clicking the X button 
in the upper right corner of the window.