Previously selected meal records can be adjusted if it isn't correct or needs removing using Meal Selection
This article will teach you...
How to amend Student Meal Records.
Classic User Interface Guidance
Accessing Meal Records
Navigate to Payments > Transactions.
Select the Relevant Student Record [1]. Students with already selected meals will appear with a Tick.
Selected Meals [2] will appear with a Green Overlay to signify this is the meal the student has chosen.
To change the meal selection select an Item [3] that does not have the Green overlay and Click Save [4].
NOTE
If you pick a date 90 days or more in the past, you will only be able to see that a transaction has happened.
Marking Meals as Taken
IMPORTANT
You can only confirm taken meals for the current and past dates. Your ability to do so is dependent on the configuration parameters which have been assigned to the selected school.
- Navigate to Meals > Meals.
- If required, select the Relevant Site [1] from the navigation bar.
- Use the Date Filter [2] to find the specific week the meal will be added.
- Locate the Relevant Student Record [3].
- Click on a Weekday Checkbox [4].
- Ensure the Meal Toggle [5] is set to Taken.
- If required, change the Menu Type [6] so the correct menu items are displayed.
- Under the required weekday, click on the Menu Items [7] that will be marked as taken. Please note you may have to scroll down to select Vegetable or Dessert items.
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Once a menu item has been selected, it will appear with a Green Background [8].
- Click Save [9].
- Menu items will now be marked as taken on the system, to confirm if this process was successful a Tick [10] will now appear under the chosen weekday column.
Removing and Amending Meals Chosen
Menu item choices can be changed if required:
- Navigate to Meals > Meals.
- Locate the Relevant Student Record [1].
- If required, Use the Date Filter [2] to find the required week.
- Click on the Weekday Checkbox [3], students with meals marked as taken will show a tick within the Checkbox with a Green Background.
- Ensure the Meal Toggle [4] is set to Taken.
- Click on the correct Menu Type [5].
- To remove the menu item choice, click on the highlighted Green Meal Records [6] so the background turns White.
- To change the meal choice, select another menu item with a White background.
- Click Save [8].