Administrative Review Packet

The Administrative Review Packet combines multiple menu planning reports that are needed for administrative reviews or audits.

Enter the General Information for the report.
1. Enter a Name.
2. Click Reset to restore Filters to their defaults.
Filter the report.
1. Select a menu Analysis.
  Options: Offered or Planned
  Default: Offered
2. Select the Serving Sessions to include.
3. Select a Date range.
  Note: Date ranges are limited to 14 days. If this filter is left blank, the report will run for the current week.
4. Select any Building Management to include.
5. Select any Menu Plans Screen to include.
Format the report output.
1. Notice any Not Included Sections that were removed from the Included Sections.
2. Notice the Included Sections. Click the Trash Can to remove a section from the report output.
  Note: All sections will be included by default.
3. Configure your Recipe formatting.
  - Check Print Recipe Once If Repeated to prevent recipes that are used multiple times within the selected date range and their attachments from printing multiple times.
  - If you check the box, then select Include Singular Recipe - Start of Recipe List to print the recipe at the first menu occurrence or select Include Singular Recipe - End of Recipe List to print the recipe at the last menu occurrence.
4. Configure your Print Format.
  - Check Include Full Page Section Dividers (Full Color) to print the report in full color.
  - Check Ink Saving Section Dividers to generate an ink friendly version of the report.
Click Save as Template to save your selections as a template for future use.
1. Enter a template Name.
2. Check Public to make the template available to other users.
3. Select any Security Roles that should have access to a public template.
4. Click Cancel to discard the template and return to the previous screen.
5. Click Save to save your template.
Click Request Report to run the Administrative Review Packet.
Note: The report will appear in the notification bell when complete.