Production Worksheet

Reports > Menu Planning > Production Worksheet

Menu Planning > Production Records > (Production Record) > (Date) > Print Production Worksheet

The Production Record Report returns a working copy of the planned production record for documenting production. The blank spaces are for production staff to write production numbers.

A screenshot of the production worksheet report configuration as described on this page.

  1. General Information: Select the report structure parameters.

    1. Enter a Name for the report.
      Default: Production Worksheet

    2. Select the Output of the report (HTML or PDF).
      Default: PDF

    3. Select a report Template if you would like to use the parameters of a previously configured report. Then skip to Step 6. (Optional)

    4. Click Reset to restore default selections.

  2. Filter: Filter the report data.

    1. Select a Building to filter by production site.

    2. Select a Menu Plan to filter by linked menu plan.

    3. Select a Date range to filter by production date range.

  3. Format: Configure output formatting.

    1. Select the Paper Format (CR80, Legal, or Letter).
      Default: Letter

    2. Select the Orientation (Landscape or Portrait)
      Default: Portrait

    3. Check Include Header to include the District Logo and the report name.

    4. Check Include Footer to include the time and date stamp of the report request, page numbers, and the TITAN logo.

    5. Check Include Filter to include the information selected in Step 2.

  4. Click Save as Template to save the selected parameters as a template for future use.
    Screenshot of the Edit Tempate modal as described on this page.

    1. Enter a template Name.

    2. Check Public to make the template available for other users.

    3. Select the Security Roles that can access the public template.

    4. Click Cancel to return to the previous screen without saving this report as a template or

    5. Click Save.

  5. Click Reset to restore defaults.

  6. Click Request Report to run the report. The report will appear in the bell icon when complete.

Report Format

A screenshot of an example Production Worksheet as described on this page.

  1. Header: Notice the District Logo and the name of the report.

  2. Filters: Notice the Building Name, Menu Plan, Serving Session, and Date.

  3. Meals Planned: Notice the total, reimbursable, and non-reimbursable planned meal quantities.

  4. Meals Prepared/Offered: Notice the space to write the number of Reimbursable Offered meals for later documentation.

  5. Planned Items: Notice the Meal Name, Recipe Category, Offered Selections, Recipe Identifier, Recipe Name, Serving Size, and the Planned Reimbursable, Non-Reimbursable, and Total Quantities.

  6. Prepared Items: Notice the space to record production information regarding servings Prepared, Discarded, and Leftover, Cook, Start, and Serve temperatures, and any related comments.
    Note: If a control measure has been documented on a recipe step, it will be notated in the Comments column.

  7. Footer: Notice the date and time the report was requested, pages, and TITAN logo.
    Notes (not pictured, displayed only if a note has been entered): Notice any documented notes.