Meals - Marking, Amending and Removing Meals Taken

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

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.

Meal Records.png

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].

Selected Items.png

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.

Video Showcase

Marking Meals as Taken

    1. Navigate to Meals > Meals.
    2. If required, select the Relevant Site [1] from the navigation bar.
      1.1 Finding Site.png
    3. Locate the Relevant Student Record [2].
    4. Use the Date Filter [3] to find the specific week the meal will be added.
      Date Range.png
    5. Click on a Weekday Checkbox [4].
      3. Weekday Checkbox.png
    6. Ensure the Meal Toggle [5] is set to Taken.
    7. If required, change the Menu Type [6] so the correct menu items are displayed.
    8. 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. 
      4. Toggle, Menu Type and Menu Item Selection.png
    9. Once a menu item has been selected, it will appear with a green background.

      Green Row.png

  1. Click Save [8].
    5. Save.png
  2. Menu items will now be marked as taken on the system, to confirm if this process was successful a Tick [9] will now appear under the chosen weekday column.
    Tick.png

Removing and Amending Meals Chosen

Menu item choices can be changed if required:

  1. Navigate to Meals > Meals.
  2. Locate the Relevant Student Record [1].
  3. If required, Use the Date Filter [2] to find the required week.
    1. Student Record and Date Range.png
  4. Click on the Weekday Checkbox [3], students with meals marked as taken will show a tick within the Checkbox with a Green Background.
    2. Marked Record Checkbox.png
  5. Ensure the Meal Toggle [4] is set to Taken.
  6. Click on the correct Menu Type [5].
  7. To remove the menu item choice, click on the highlighted Green Meal Records [6] so the background turns White.
  8. To change the selected menu item choice, click on another Item with a White Background [7].
    2. Meal Records.png
  9. Click Save [8].
    3. Save.png
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