Version 120 Overview

Kitchen Manager: New Dashboard

As we progress towards updating the Kitchen Manager (KM) UI features and functionality, we are launching a new centralised dashboard that provides real-time insights into kitchen performance and operations, empowering managers/administrators to boost productivity and address issues quickly. This new dashboard screen gives a user's immediate insight into the performance of the sites that they are responsible for.

New Kitchen Manager New Module

To allow us to release changes and new features throughout the New UI initiative, we have decided to separate the module from the Classic KM features. To access any of the improvements available within the New KM navigate to the new module in the navigation bar.

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The navigation bar along the top of the screen can be used to navigate to the Classic KM module for specific tasks. The navigation bar will be updated over time to include more and more New KM functionality.

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Filtering

Filtering is pre-set to limit each user’s view to their assigned site/area/areas, however, it is possible to implement additional filters using the Search bar and Filter button.

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NOTE

The Site filter tree from on the left of the Classic and previously converted modules is not present in the New Kitchen Manager.

New KM users will be able to use the filter button to select areas, site types, or specific sites without needing to know how these groups relate to the wider hierarchy. 

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Customise

Not all report widgets will be relevant to all users. Using the Customise button, a user can choose to add or remove widgets from their dashboard view.

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Changes made here apply to this user only and will be remembered in future sessions.

Reporting Widgets

The new reporting dashboard widgets will provide you with different insights into the Kitchen Manager services.

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  • View: Each widget contains a view button in the top left which redirects the user to the Kitchen Manager app where the data is being sourced from.

    NOTE

    Currently, all redirections are to pages in KM Classic. Over time this will change, with users being redirected to specific pages in the new KM Module.

  • Stock Value: This can be set to display a weekly or monthly trend showing the value of stock at the selected site group over time.
  • Order Status: Keep an eye on orders from the last 7 days to ensure they are being submitted and received by the suppliers.
  • Oldest Stocktakes: Identify sites that aren’t completing stocktakes as regularly as others. The widget will display the top 5 sites that haven’t completed a stocktake for the longest period.

    NOTE

    Only active sites are included in the report.

  • Site Syncs today: Check that sites are syncing. Spot possible issues at a glance by checking the % successful syncs and the time it is taking.

  • Oldest Timesheets: Identify sites that aren’t completing timesheets when they should be. The widget will display the top 5 sites that haven’t completed a timesheet for the longest period.

    NOTE

    Only active sites are included in the report.

  • Daily Forms Completed Today: Monitor the daily completion of forms to ensure that your sites are completing their daily tasks. Make use of this data to target sites that may need reminders.

Mark all Pre-Orders as taken

Pre-ordered meals can now be marked as taken with one click in the manager app. If there is a problem during service meals may not have been marked as taken on the tablet. If this happens it is now possible for a back-office user to mark all pre-ordered meals as taken.

In Meals go to Meals > Select Site > Actions > Apply Pre-orders

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NOTE

This function was previously only available to sites using the auto-apply configuration.

Generic School Meals

When a menu option changes at the last minute (i.e. due to limited stock) it is too late to ask parents to re-book, yet caterers do not want to record that each diner took the originally planned meal, this generates inaccurate reports. With Generic School Meals, the cook and/or administrator can easily record an unspecified meal for each diner. This will record a generic meal charge and count towards meal numbers.

WARNING

The generic school meal option will not be linked to any Allergens or Diet Types because it is designed to represent any meal that might be served on the day. Cooks should exercise additional caution to ensure that dietary and allergen processes are followed.

Enabling the Generic Meal feature

For users of the Meal Manager product, this will be enabled by default for Single Sites. For users of Meal selection, this feature is managed by the Caterer who will have access to enable this feature. This can be done in the Meals > Admin > Configure menu, the checkbox to Allow Generic School Meal Option can be found in the OTHER section. 

Tablet users

At the Student Selection screen, press the Show generic school meal option and a new generic school meal option will be added to the available options for all students for the remainder of the session. for more information on using this feature refer to the How to mark Generic Meal using the Tablet article

Meal Manager App users

Click the Show Generic School Menu Item checkbox to add the generic option to the menu for the booking session. This is only available for meals taken, not pre-order.

Allergy configuration updates

We have made improvements to the allergen configuration tools alerts. This means users will receive more specific alerts about the implications of the changes being made to the system.

  • Dietary needs update: This Legacy functionality has been removed from the product.
  • Show allergens on tablet: Controls whether allergy information will be hidden/visible to tablet users. We have added clearer messaging to the configuration item to ensure that the user is always aware of the impact of the change they’re about to make.
  • Allergy and Dietary conflict management configs: Controls whether diners can select items to which they have conflicting allergies/dietary requirements. Due to the inherent dangers of this setting, we have removed the ability for users to change these configs. From now on, the only way to disable conflict management is to speak to the Support Team who will ensure that the risks and impacts are clearly understood.
  • Edit menu item allergen values manually: Controls whether allergen information is updated against menu items directly or against stock items and populated via Recipes. We have added clearer messaging to the configuration item.

Diner Breakfast and Break Opt-Out

Manager App users can control whether diners opt-out for break and breakfast sessions. Diners who opt out cannot use the whiteboard to pre-order a break or breakfast or mark a break/breakfast meal as taken on the tablet (depending on which config is set). The opt-out checkboxes can be found in Meals > Meals > Student Details > Payments tab.

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NOTE

It will still be possible to mark an opted-out diner for a break or breakfast using the manager app.

Meals Module Pre-Ordered/Taken button update

We have improved the Taken/Pre-order switching mechanism to make it more intuitive for users. This improvement comes from user research that indicated some users were unsure of how to switch between recording pre-orders and Recording taken meals.

Current switch

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New switch

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Meal Price Warning Messages Update

The Warning messages that are displayed when making a change to Meal Prices have been updated to make the user more aware of the impact of changing the meal price will have on pre-orders.

NOTE

Meal pricing is now only available in thee New UI, updates cannot be made via the Classic UI

For example, the first warning will advise that making a change to the current price of a meal will occur with immediate effect and that it will affect the Tablets and Pre-ordered meals if not already taken.

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The user will also receive an additional warning message advising them how many pre-orders will be affected by the change that is being made.

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These new alerts will be applied to the following levels if a Meal Price is changed:

  • Global (Payments > Admin > Meal Prices)
  • Site (System > Sites > Site Details > Meal Prices)
  • Items (Menus > Items > Menu Item Details > Meal Prices)

New Reporting KPI: Non-Food Cost/Meal Total from Income

The new KPI calculates the non-food cost per meal, even when meal numbers are not explicitly provided. It includes meal counts based on income values, ensuring accurate cost-per-meal calculations in cases where direct meal data is unavailable.

Menu Items Usage column

Check how frequently a menu item appears on menus by adding the new Usage column on the menu item list. To apply the column to the table go to Menus > Items > Additional Information and click the Usage checkbox. Once the column is applied you will see the number of menus where the item is applied.

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NOTE

Hover the mouse cursor over the tool-tip icon to reveal which menus the item is applied to.

Theme days in Classic UI

As the functionality within the New UI outpaces what is available within the Classic UI, we are beginning to decommission pages within the Classic UI.

The latest update is that it is no longer possible to manage Theme Days in the classic UI and the user must switch to New Gen using the UI toggle at the top right of the screen.

Last Refresh Date in Reporting module

Reporting data is dependent on a process known as the overnight refresh. This process performs all of the necessary calculations to update the KPIs. This update will display the Last successful data refresh date and time to help keep users aware if this process has failed for any reason. 

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Data Extractor API changes: New API Report and updated Data Collection report

The Data Extractor now includes the data collection questions in the reports to provide users with more detail and categories.

Unassign Areas from Menus

Users can manually update the area assignment for menus.

NOTE

When this action is taken it will affect meal pre-orders as they will be removed from diners' pre-selected meals at schools where the menu is no longer available.

Editing menu template for the current week

Users with Admin permissions can update menu templates for the current week, this removes the need to raise a support ticket when this change request is required.

NOTE

When this action is taken it will affect meal pre-orders as they will be removed from diners' pre-selected meals for the current week.

Bug fixes

For a breakdown of bug fixes and minor updates to Cypad refer to the December 2024 Bug Fixes article.

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