Production Records Calendar Screen

Menu Planning > Production Records > (production record)

The Production Record Calendar Screen is the way to access individual production days and to see compliance at a glance.

Screenshot of the Production Records Calendar Screen as described on this page.

  1. Pencil Menu Plan Name - click to edit menu plan settings
    Screenshot of the Edit Production Record modal as described on this page.

    1. Nutrient Standard - change nutrient standard if needed

    2. Meal Pattern - change meal pattern if needed

    3. Reimbursable Planned - adjust typical reimbursable meals planned if needed

    4. Non-Reimbursable Planned - adjust typical non-reimbursable meals planned if needed

    5. Active - toggle active status

    6. Cancel - click to return to the previous screen without saving changes

    7. Save - click to save changes

  2. Copy Production Record - click to copy an existing menu plan day or dates and paste to a different day or dates.
    Screenshot of the Copy Production Records modal as described on this page.

    1. Copy From Date Range - select the date range to be copied

    2. Destination Production Record - select the production record where the copied date range is to be pasted

    3. Destination Start Date - select the starting date on which to paste the first day of the copied date range

    4. Cancel - click to return to the previous screen without copying the menu

    5. Save - click to paste the menu based on the selected parameters

  3. Notice the Serving Session and Building

  4. Notice the Non Reimbursable Meals Planned, Reimbursable Meals Planned, Meal Pattern, and Nutrient Standard.

  5. Click < > to scroll through months or click the Month Year dropdown to jump to a different month.

  6. Date - notice the Production Record Status (below), Meal(s), Entree(s), and compliance color-code (below). Click to be redirected to the production day

(Status)

(Draft) - production record has been opened but not yet planned

(Planned) - production record has been planned

(Posted) - production record has been posted

(Inventory Withdrawn) - inventory has been deducted

Color-Code

Red - Overdue on expected tasks: Production records should be planned two weeks in advance; Production records should be posted at the end of the day of service; Inventory should be withdrawn by the end of the day of service

Green - On time or ahead of schedule

Orange - further than two weeks, less than 4 weeks away; not behind schedule

White - further than 4 weeks away

Gray - inactive day