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Creating and Managing Special Occasion Menus

This screen contains configuration settings for Special Occasion Menus in Menu Builder. The first step in building a 1 day menu for your facility is to add a Special Occasion Menu, including title and description.

After a Special Occasion Menu is created and data entry is complete, you can change the status from DRAFT to READY so that it can be scheduled. If you have the Company Menu Manager role, you can assign 1 or more facilities to the Special Occasion Menu. This gives editing permission to users at the selected facility(ies).

You can also make older or unused Special Occasion Menus inactive.

Important

It is helpful to add all the Menu Items, including their suitabilities, and Therapeutic Menu combinations needed, for example, ground or pureed, before you start adding items to your menu. See Setup Therapeutic Menus for more information.

To add a special occasion menu

  2. Click Add Special Occasion Menu.

To change the status of a special occasion menu

  • Next to the Special Occasion Menu, in the Status column, click to change the status from DRAFT to READY.

To assign facilities to a special occasion menu

  1. Next to the Special Occasion Menu, click the arrow for Display Menu and select Manage Editing Permissions.

  2. Select 1 or more facilities.

  • Add Special Occasion Menu – select to create a special 1-day menu.

    • Name - Type information. For example, Thanksgiving.

    • Description - Type information.

    • Include Content From – Select option. When enabled, you can choose a menu to copy content from and select from 3 copy options.

  • Display Menu - Select option. This opens the menu editing screen where you build your menu.

  • Edit Setup - Select option. Use to edit Name or Description.

  • Setup Therapeutic Menus - Select option. This opens the Therapeutic Menus setup window where you add or remove Texture and Special Diet combinations that you want to use for building your therapeutic menus.

  • Copy Icon (paper icon next to menu name) - Select option.

    1. Click copy icon for menu set you want to copy.

    2. Enter the name and description of the new menu set.

    3. Select one of the copy options:

      • Copy only course names (no menu items) - Only copies course and sub-course names without their menu item content.

      • Copy all menu content - Copies courses and all menu items.

        • Include Show Plate Photo(s) - Copies show plates saved for the corresponding week, day, and meal.

        • Include Production Notes - Copies Production Notes saved for the corresponding week and day.

    4. Click Copy.

  • Red X - Select to make a menu inactive.

  • A Special Occasion Menu needs meal courses configured before Menu Items can be added into the menu.

  • Select My Facility Menus Only to view Menu Sets that are assigned to your facility. Clear the check box to see all Menu Sets within your organization. You can only copy or print Menu Sets that are not assigned to your facility.

  • Select In Use Only to view Menu Sets that are scheduled in your facility or organization.

  • Select Show Inactive Only to view inactive Menu Sets for your organization. Click Activate to re-activate a menu set, if required.

In this section: