System Management. User Guide

Transcription

1 System Management User Guide

2 The information in this document is subject to change without notice and does not represent a commitment on the part of Horizon. The software described in this document is furnished under a license agreement. The software may be used or copied only in accordance with the terms of agreement. It is against the law to copy the software on any medium except as specifically allowed in the license agreement. The purchaser may make one copy of the software for backup purposes. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, or information storage and retrieval systems, without the express written consent and permission of Horizon Software International, LLC, Duluth, GA Horizon Software International All Rights Reserved. Horizon Software International, LLC 2915 Premiere Parkway Suite 300 Duluth, GA Technical Support Number: (800) Fax Number: (770)

3 TABLE OF CONTENTS KidServe System Management User Guide INTRODUCTION TO SYSTEM MANAGEMENT Overview Seamlessly Integrate the Information USERS MANAGEMENT (100007) Overview User Maintenance (100100) User Maintenance Query Screen Definitions (100100) Edit Users Details Screen Definitions (100103) User Sites Tab User Groups Tab Add Users Edit Users Delete Users User Groups (100101) User Groups Query Screen Definitions (100101) User Group Maintenance Screen Definitions (100019) Add a User Group Edit a User Group Delete a User Group Security Options (100102) Security Options Screen Definitions (100102) Set up Security Options Parameters Set User Passwords (100104) Set User Passwords Query Screen Definition (100104) Set User Passwords Details Screen Definition (100105) SITES MANAGEMENT (100008) Overview Sites Maintenance (100200) Sites Maintenance Query Screen Definitions (100200) Sites Maintenance Details Screen Definitions (100031) ID/Contacts Tab Registration Tab Calendar Tab Overhead/Labor Tab Serving Period Setup Tab Production Areas/Work Assignments Tab System Setup Tab Front of the House Setup Tab Back of the House Setup Tab Graphics Tab EZ-Steps Setup Tab Add Sites Edit Sites Delete Sites Inactivate a Site Reactivate a Site Automate POS Pricing for a Site Set up Receipt Printers Site Types (100201) Site Types Screen Definitions (100201) i

4 Inventory Modes Screen Definitions (110501) Inventory Modes Tab Copy Modes Tab Add Site Types Edit Site Types Assign Types to Sites Set Up Inventory/Ordering Modes Delete Site Types Site Groups (100202) Site Groups Query Screen Definitions (100202) Site Groups Maintenance Details Screen Definitions (100017) Add Site Groups Edit Site Groups Delete Site Groups Management Levels (100203) Management Levels Maintenance (100204) Management Levels Maintenance Screen Definitions (100204) Add Middle Management Levels Edit Management Levels Delete Management Levels Data Ownership for Levels (100205) Data Ownership for Management Levels Screen Definitions (100205) Assign Data Ownership for Levels Production Areas (100206) Production Areas Screen Definitions (100206) Add Production Areas Edit Production Areas Delete Production Areas Assign Site Types (100207) Assign Site Types Screen Definitions (100207) Assign Site Types Setup Serving Periods (100208) Setup Serving Periods Screen Definitions (100208) Add Serving Periods Edit Serving Periods Delete Serving Periods Ordering Points (100209) Ordering Points Query Screen Definitions (100209) Ordering Points Details Screen Definitions (100210) Add Ordering Points Edit Ordering Points Delete Ordering Points Setup System Passwords (100701) Setup System Passwords Screen Definitions (100701) Set up System Password Setup Districts (100506) Setup Districts Screen Definitions (100506) Local District Tab Board District Tab AFSS Tab Add a Local District, Board District, or AFSS Edit a Local District, Board District, or AFSS Remove a Local District, Board District, or AFSS GLOBAL SYSTEM SETUP (100009) Overview Global System Options (100300) System Wide Tab Inventory Tab ii

5 Procurement Tab Menu Planner Tab Edit Global System Options Setup Task Lists (100302) Setup Task Lists Query Screen Definitions (100302) Setup Task Lists Details Screen Definitions (100310) Task Management Tab Assign Task Group to User Groups Tab Add Task Groups Add Tasks to a Task Group Add Steps to a Task Copy Preloaded Tasks Set Up Task Recurrences Assign a User Group to a Task Group Edit Task Groups Delete Task Groups Announcements (100303) Announcements Screen Definitions (100303) Add Announcements Edit Announcements Delete Announcements Work Assignments (100304) Work Assignments Screen Definitions (100304) Add Work Assignments Edit Work Assignments Delete Work Assignments COA Code Segments (100306) COA Code Segments Screen Definitions (100306) Add COA Code Segments Edit COA Code Segments Delete COA Code Segments Chart of Accounts (100307) Chart of Accounts Query Screen Definitions (100307) COA Code Maintenance Screen Definitions (100022) Add Chart of Accounts Codes Edit Chart of Accounts Codes Delete Chart of Accounts Codes Hardware Device Configuration (100309) Hardware Device Configuration Query Definitions (100309) Hardware Device Configuration Details Definitions (100319) Add Hardware Device Configurations Edit Hardware Device Configurations Delete Hardware Device Configurations Advanced Configuration (100503) Edit Configuration File (100504) Explorer Section Tab Framework Section Tab Edit the Configuration File REPORTING SETUP (100010) Overview Reporting Periods Setup (100400) Reporting Periods Setup Screen Definitions (100400) Add a Reporting Period Edit a Reporting Period Delete a Reporting Period Report Types (100401) Report Types Query Screen Definitions (100401) Report Types Maintenance Details Screen Definitions (100038) Report Types Tab iii

6 Assign Report Type to User Group Tab Add a Report Type Add an All-in-One Report Edit a Report Type Delete a Report Type Letters (100404) Letters Query Screen Definitions (100404) Letters Details Screen Definitions (100405) Add Letters Edit Letters Delete Letters Setup KPI (Key Performance Indicator) (100410) Setup KPI Query Screen Definitions (100410) Setup KPI Details Screen Definitions (100411) Set up KPI (Key Performance Indicator) COMMUNICATIONS (100600) Overview Monitor Communications (100601) Monitor Communications Screen Definitions (100601) Monitor Communications Communications Setup (100602) Standard Tab Copy Blackouts Definitions Select Blackouts Sub-Tab Select Destinations Sub-Tab Advanced Tab Copy Intervals Definitions Select Publications Sub-Tab Select Values Sub-Tab Select Destinations Sub-Tab Configuration File Tab Common Settings Sub-tab SQL Server Express Settings Sub-tab Override Tab Edit Standard Communication Settings Add Blackout Periods Edit Blackout Periods Delete Blackout Periods Edit Advanced Communication Settings Edit Configuration File Common Settings Sub-Tab Edit the Configuration File SQL Server Express Setting Sub-Tab Create a Custom Configuration File Manual Communications (100603) Manual Communications Screen Definitions (100603) Start Manual Communications for Publications Health Monitoring Data (100702) Health Monitoring Data Screen Select Health Monitoring Data Import and Export Data (100604) Import and Export Screen (100604) Export Tab Import Tab Export Data to Parent or Child Site(s) Not Marked as Disconnected Import Data From Parent or Child Site(s) Export Data for Initialization for the Child Site(s) UTILITIES (100610) Overview iv

7 Monitor Scheduled Tasks (100612) Monitor Scheduled Tasks Screen Definitions (100612) Monitor the Status of Recurring Maintenance Tasks Scheduled Tasks Setup (100611) Standard Tab Copy Blackouts Definitions Select Blackouts Sub-Tab Select Destinations Sub-Tab Advanced Tab Copy Intervals Definitions Select Publications Sub-Tab Select Values Sub-Tab Select Destinations Sub-Tab Schedule Backups Configuration Add Backup Blackout Periods Edit Backup Blackout Periods Delete Backup Blackout Periods Edit Advanced Scheduled Task Settings SYSTEM MANAGEMENT REPORTS Chart of Account Codes (800001) Report Criteria for Chart of Account Codes Screen Definitions (800001) Chart of Account Codes Report Definitions Communications Report (800216) Report Criteria for Communications Report Screen Definitions (800216) Communications Report Definitions Communications Rollover (800151) Report Criteria for Communications Rollover Screen Definitions (800151) Communications Rollover Report Definitions Scheduled Task Results (800105) Report Criteria for Scheduled Task Results Screen Definitions (800105) Scheduled Task Results Report Definitions Site Listing (800162) Report Criteria for Site Listing Screen Definitions (800162) Site Listing Report Definitions Software Version (800213) Report Criteria for Software Version Screen Definitions (800213) Software Version Report Definitions User Activity Audit (800163) Report Criteria for User Activity Audit Screen Definitions (800163) User Activity Audit Report Definitions User Listing (800035) Report Criteria for User Listing Screen Definitions (800035) User Listing Report Definitions GLOSSARY v

8 Notes...a vi

9 INTRODUCTION TO SYSTEM MANAGEMENT Chapter 1 Overview Review the following topics to become familiar with this feature. RELATED TOPICS Users Management (100007) page 2-1 Sites Management (100008) page 3-1 Global System Setup (100009) page 4-1 Reporting Setup (100010) page 5-1 Communications (100600) page 6-1 Utilities (100610) page 7-1 System Management Reports page 8-1 The System Management module is the powerful administrator for all of the other modules and acts as the main configuration and setup area of the software. It offers setup functionality for all modules, enabling you to configure specific options per module, per site, and per user. Access to this module and individual features depend on user group rights, site management level assignment, and data ownership rights. Communications are set up in the System Management module and are completely configurable. Real-time communications can be set up for processes like POS transactions while physical inventory processes can be communicated daily to allow for the highest possible network efficiency. Seamlessly Integrate the Information The program offers seamless integration and powerful tools throughout the system. Stay on schedule with the automated scheduler. Configure the system for central and/or site control. Manage custom serving periods, production areas, and management levels. Import or export any information using the Import/Export feature. Communicate important information by site or user group with the announcement feature. Transfer information using numerous data transfer protocols. Perform communications and data transfers between the central office, individual sites, and POS terminals. Introduction to System Management Overview 1-1

10 Notes...a 1-2 Introduction to System Management Overview

11 USERS MANAGEMENT (100007) Chapter 2 Overview Review the following topics to become familiar with this feature. RELATED TOPICS User Maintenance (100100) page 2-1 User Groups (100101) page 2-5 Security Options (100102) page 2-8 Set User Passwords (100104) page 2-9 From the Users Management (100007) main menu, you can access the User Maintenance, User Groups, Security Options, and Set User Passwords menu buttons. You can set up and maintain system user information and security options. User group rights, site management level assignment, and data ownership rights determine the user management options accessible by the users. User Maintenance (100100) Refer to the following topics for information on this feature. WHAT IS THIS? HOW DO I? User Maintenance Query Screen Definitions (100100) page 2-1 Edit Users Details Screen Definitions (100103) page 2-2 Add Users page 2-4 Edit Users page 2-5 Delete Users page 2-5 Use this feature to maintain system user information and security options for all people who will be using the system. User Maintenance Query Screen Definitions (100100) The User Maintenance query screen displays each user and their basic information. From this screen you can search for and delete existing users, as well as create new users. Review the following screen components to become familiar with the related tasks. User Maintenance Query Screen Definitions Site Status Search Reset User Maintenance List Choose the site ID or site name from which to find users. Choose whether to find all users, only active users, or only inactive users for the selected site. Click to update the bottom portion of the User Maintenance query screen with a list of users matching the search criteria. Click to clear the search criteria entered in the Search Criteria section. Displays users sorted by First Name. Users Management (100007) Overview 2-1

12 Edit Users Details Screen Definitions (100103) Review the following screen components to become familiar with the related tasks. User Sites Tab page 2-3 User Groups Tab page 2-3 RELATED TOPICS On the Edit Users screen, you can maintain system user information including; contact, log on information, sites to which the user is attached, and user groups to which the user belongs. Edit Users Screen Definitions Last Name First Name Middle Name User ID Password Confirm Password PIN Language Blind Balancing Active Allow Login Can Unlock Secured Functions Expiration Enter the last name of the user. Enter the first name of the user. Enter the middle name of the user. Enter the system ID for the user. The User ID must be an alphanumeric sequence that is unique across the system and consists of 2-30 characters. Once saved, this field cannot be edited. Enter the address of the user. Enter the user password. It displays as asterisks. Passwords must be 4 characters or more, case sensitive, and cannot be blank. Passwords are encrypted in the database for security. Enter the user password again to confirm it is correct. It displays as asterisks. Enter the PIN used to log on to Time Clock. It must be numeric only. The field only displays when Time Clock is purchased. Choose the language spoken by the user. Displays whether the user is allowed to view the balancing information when closing a register. If this option is selected, the user is not allowed to see the amount that should be in the register after totaling the register or if the drawer is balanced, over or short. Select to allow the user to log on to Time Clock. If this option is selected and Allow Login is not, the user can only log on to Time Clock but not into the system. Select this option AND the Active option to allow the user to log on to the system. Select to allow the user to unlock secured functions. Clear to deny the user the ability to unlock secured functions. Displays the date the user s rights expires. The date is automatically calculated based on the number entered in the Days Active field. NA means the user is active permanently. 2-2 Users Management (100007) User Maintenance (100100)

13 Days Active Edit Users Screen Definitions Enter the number of days that you want the user to be active in the system. Once the specified number of days has passed, the user is inactivated and is not able to log on until his or her account is reactivated by the administrative user. The default value is zero, which means the user is active permanently. Districts can use this feature for substitute or temporary workers. User Sites Tab The User Sites tab, located on the Edit Users screen, displays site assignments for the currently displayed user. Review the following screen components to become familiar with the related tasks. Edit Users Screen User Sites Tab Definitions Sites Section Member Of Section Displays a list of sites to which the selected user can be assigned. Displays a list of sites to which the selected user is assigned. User Groups Tab The User Groups tab displays user group assignments for the currently displayed user. If the Determine User Security By Site option is NOT selected on the Security Options screen (100102), user group assignments for the users are the same for each site for which they are assigned. The User Groups tab contains the following options, allowing you to assign user groups for the selected user. Review the following screen components to become familiar with the related tasks. Edit Users Screen User Groups Tab Definitions (With User Security By Site Turned Off) User Groups Section Member Of Section Displays a list of user groups to which the selected user can be assigned. Displays a list of user groups to which the selected user is assigned. If the Determine User Security By Site option is selected on the Security Options screen (100102), users can be assigned to different user groups for each site for which they are assigned. The User Groups tab contains the following options, allowing you to assign user groups per site for the selected user. Review the following screen components to become familiar with the related tasks. Edit Users Details Screen User Group Tab Definitions (With Determine User Security By Site Turned On) Member of Section (Left) User Groups Section Members of Section (Right) Displays a list of sites to which the selected user is assigned. Displays a list of user groups to which the selected user can be assigned for the selected site. Displays a list of user groups to which the selected user is assigned for the selected site. Users Management (100007) User Maintenance (100100) 2-3

14 Add Users 1. Go to System Management > Users Management > User Maintenance (100100). The query screen displays. 2. Click New. The details screen displays. 3. Enter the information in the Last Name, First Name, Middle Name, User ID, , Password, and Confirm Password fields. NOTE Required minimum and/or maximum password length is set up on the Security Options screen (100102). 4. Choose a different language from the Language drop-down list, if needed. English is the default. 5. Select Blind Balancing if the user is NOT allowed to see the amount that should be in the register after totaling the register. 6. Select Active to make the user active. 7. Use the Mover Control to move the desired records to the Selected section. 8. Click the User Sites tab. 9. Select the site to which the user is to be assigned in the Sites section. 10. Use the Mover Control to move the desired records to the Selected section. NOTE If the Determine User Security By Site option is NOT selected on the Security Options screen, each user must be assigned to at least one user group. If the Determine User Security By Site option is selected on the Security Options screen, each user must be assigned to at least one user group per site. 11. Click the User Groups tab. 12. Use the following information to complete the task. WHEN Adding user groups by site Adding user groups THEN a. Verify Determine User Security By Site on the Security Options screen (100102) is selected. If not, select it. b. Select the site in the Member Of section located on the left for which to assign the user to user groups. c. Select the group name from the User Group section to which the user is to be assigned for the selected site. d. Use the Mover Control to move the desired records to the Selected section. e. Continue to make user group assignments for each site and user group to which the user is assigned, as needed. a. Use the Mover Control to move the desired records to the Selected section. 13. Click Save. 2-4 Users Management (100007) User Maintenance (100100)

15 Edit Users 1. Go to System Management > Users Management > User Maintenance (100100). The query screen displays. 2. Search for and double-click the record. The details screen displays. 3. Make the required edits. 4. Click Save. Delete Users 1. Go to System Management > Users Management > User Maintenance (100100). The query screen displays. 2. Search for and double-click the record. The details screen displays. 3. Make the required edits. 4. Click Save. User Groups (100101) Refer to the following topics for information on this feature. WHAT IS THIS? HOW DO I? User Groups Query Screen Definitions (100101) page 2-5 User Group Maintenance Screen Definitions (100019) page 2-6 Add a User Group page 2-6 Edit a User Group page 2-7 Delete a User Group page 2-7 Select User Groups to provide access to grouping users for bulk user management and distribution of rights for those user groups. User Groups Query Screen Definitions (100101) On the User Groups query screen, you can search for and delete existing user groups and create new groups. Review the following screen components to become familiar with the related tasks. User Groups Query Screen Definitions Group Name Search Reset User Groups List Enter any part of the user group name to search for the group. Click to display a list of user groups matching the search criteria specified in the Group Name field. Click to clear the search criteria entered in the Search Criteria section and to refresh the list to display all user groups. Displays user groups sorted by Group Name. Users Management (100007) User Groups (100101) 2-5

16 User Group Maintenance Screen Definitions (100019) On the User Group Maintenance screen, you can group users for bulk user management and distribution of rights for those user groups. Review the following screen components to become familiar with the related tasks. User Groups Maintenance Screen Definitions Group Name Group Rights Section: Process Screen Title Tree Copy Rights from Other Group Group Access Rights Section: Read Edit Create Delete Available Users Section Group Members Section Enter the user group's name. Select from a directory of all available process screen titles to assign to user groups. Click to copy rights settings from an existing user group to the group being created. Select to allow the specified user group to open the selected screen and view data/records. Select to allow the specified user group the rights of the previous level and the ability to edit data. Select to allow the specified user group the rights of the previous two levels and the ability to add new data/records. Select to allow the specified user group the rights of the previous three levels and the ability to delete data. Displays a list of users that can be assigned to the selected user group. Displays a list of users assigned to the selected user group. Add a User Group 1. Go to System Management > Users Management > User Groups (100101). The query screen displays. 2. Click New. The details screen displays. 3. Enter the new Group Name. 4. Select the area of the program for which to assign rights in the Group Rights section. NOTE Drill down to a sub-level of the program by selecting the plus signs until the module or screen displays. 2-6 Users Management (100007) User Groups (100101)

17 5. Select the rights to assign to the group in the Group Access Rights section subsequent rights are inherited and can be modified as needed to accommodate the role. Duplicating the rights of another group IF THEN a. Click Copy Rights from Other Group. The User Group Selection screen displays. b. Select the group from which you want to duplicate the rights. c. Click OK. The User Group Maintenance details screen displays with the Group Access Rights section marked as desired. 6. Click Save. A message displays stating that any user currently logged in must log out before the changes will affect them. 7. Click OK. Edit a User Group 1. Go to System Management > Users Management > User Groups (100101). The query screen displays. 2. Search for and double-click the record. The details screen displays. 3. Make the required edits. 4. Click Save. Delete a User Group 1. Go to System Management > Users Management > User Groups (100101). The query screen displays. 2. Select the record. 3. Click Delete. A confirmation message displays. 4. Click Yes. 5. Click Save. Users Management (100007) User Groups (100101) 2-7

18 Security Options (100102) Refer to the following topics for information on this feature. WHAT IS THIS? HOW DO I? Security Options Screen Definitions (100102) page 2-8 Set up Security Options Parameters page 2-9 The Security Options screen displays setup parameters for maintaining data security. Security Options Screen Definitions (100102) On the Security Options screen, you can set up parameters for maintaining data security. Review the following screen components to become familiar with the related tasks. Security Options Screen Definitions Login Section: Display Dropdown List of Available Users Remember the Last Logged In User Use Windows Authentication Allow Command Line Overrides of Login Options Number of Unsuccessful Login Attempts before Logout Lockout Duration Determine User Security by Site Track User Activity Select to display the users in the User drop-down list on the login screen. Select to set the login screen to default to the last user that logged in. Select to set system to log in as the current Windows user. Select to allow all three login options listed above to be overridden using command line parameters. Enter the number of unsuccessful login attempts you want to allow before the system logs the user out of the system. Enter the number of minutes that you want the user to be locked out of the system when they have exceeded the specified number of unsuccessful log on attempts. This feature increases the security of the system; however, it can also cause problems. For example, a cashier might be locked out of the system for 30 minutes when the meal period starts in 5 minutes. Select to assign user rights based on site assignment. Select to track the user activity within the system for audit. Password Options Section: Minimum Password Length Maximum Password Length Require Alphanumeric Password Enter the minimum number of characters required for a user password. Enter the maximum number of characters allowed for a user password. The maximum cannot exceed 20 characters. Mark to require user passwords contain at least one alpha character and at least one number. 2-8 Users Management (100007) Security Options (100102)

19 Security Options Screen Definitions Automatic Logout After Idle Minutes Days Password is Valid Days to Warn Prior To Password Expiration Set Password Changed Dates to Current Date If a quantity is entered, the user is automatically logged off of the system after the specified number of minutes has passed with no activity on the machine. Batch processes that are running are not considered idle time. If there are pending changes in a session, the changes are canceled and the application is closed. Enter the number of days the user s password is valid. After the number of days has passed, the user is locked out of the system until they change their password. Enter the number of days prior to the password expiration date that you want to notify the user about changing their password. Click to reset the system as though all passwords were changed on the current date. Set up Security Options Parameters 1. Go to System Management > Users Management > Security Options (100102). The Security Options screen displays. 2. Apply the settings. 3. Click Save. Set User Passwords (100104) Refer to the following topics for information on this feature. RELATED TOPICS Set User Passwords Query Screen Definition (100104) page 2-9 Set User Passwords Details Screen Definition (100105) page 2-10 Use this feature to change user account passwords, lock a user account, or unlock a temporarily locked account. Set User Passwords Query Screen Definition (100104) On the Set User Password screen, search for the user accounts that you want to modify the password, lock, or unlock. Review the following screen components to become familiar with the related tasks. Set User Password Query Screen Definitions Site Status Search Reset User Login List Choose the site ID or site name from which to search. Choose whether to find all users, only active users, or only inactive users for the selected site. Click to display the search results that match the criteria. Click to clear the search criteria. Displays users sorted by Last Name. Users Management (100007) Set User Passwords (100104) 2-9

20 Set User Passwords Details Screen Definition (100105) On the User Passwords screen, modify the user s password, and lock or unlock his/her account. Review the following screen components to become familiar with the related tasks. Set User Password Details Screen Definitions User Name Password Confirm Password Account Locked Displays the user s name. Enter the new user password. Enter the new user password again. Indicate whether the user s account is disabled temporarily. Select to lock the account or clear to unlock a locked account Users Management (100007) Set User Passwords (100104)

21 SITES MANAGEMENT (100008) Chapter 3 Overview Review the following topics to become familiar with this feature. RELATED TOPICS Sites Maintenance (100200) page 3-1 Site Types (100201) page 3-33 Site Groups (100202) page 3-39 Management Levels (100203) page 3-40 Production Areas (100206) page 3-43 Assign Site Types (100207) page 3-44 Setup Serving Periods (100208) page 3-45 Ordering Points (100209) page 3-46 Setup System Passwords (100701) page 3-48 Setup Districts (100506) page 3-49 From the Sites Management menu, you can set up and manage information about your sites. User group rights, site management level assignment, and data ownership rights determine which site management options users can access. Sites Maintenance (100200) Refer to the following topics for information on this feature. WHAT IS THIS? HOW DO I? Sites Maintenance Query Screen Definitions (100200) page 3-2 Sites Maintenance Details Screen Definitions (100031) page 3-2 Add Sites page 3-30 Edit Sites page 3-31 Delete Sites page 3-31 Inactivate a Site page 3-31 Reactivate a Site page 3-32 Automate POS Pricing for a Site page 3-32 From the Sites Maintenance screen and related screens, you can identify and maintain the individual sites that are used, along with basic information about each site. Sites can then be assigned to a variety of different groups: Administrative Structure: Sites can be grouped administratively to facilitate distribution of responsibility and consolidation of data by creating an association between a child site and the parent site that functions as the next higher level of authority. Management Levels: Sites can be grouped by management levels to maintain a hierarchy and provide data ownership rights that govern their ability to add data, edit data, view data, and print reports. Sites Management (100008) Overview 3-1

22 Site Types: Sites can be grouped by site types to classify individual sites according to their business operation and to set up inventory items, vendors, and order processing modes specifically for their needs. Site Groups: Sites can be assigned to site groups for reporting purposes. Sites Maintenance Query Screen Definitions (100200) On the Sites Maintenance query screen, you can define the individual sites that are used. Review the following screen components to become familiar with the related task. Sites Maintenance Query Screen Definitions Site ID Site Name Search Reset Sites List Enter any part of the site ID number(s) to find. Enter any part of the name of the site(s) to find. Click to display a list of sites matching the search criteria specified in the Search Criteria section. Click to clear the search criteria entered in the Search Criteria section and to refresh the list to display all sites. Displays a list of sites that match the selected criteria. Sites Maintenance Details Screen Definitions (100031) Review the following screen components to become familiar with the related tasks. RELATED TOPICS ID/Contacts Tab page 3-3 Registration Tab page 3-4 Calendar Tab page 3-5 Overhead/Labor Tab page 3-6 Serving Period Setup Tab page 3-7 Production Areas/Work Assignments Tab page 3-7 System Setup Tab page 3-8 Front of the House Setup Tab page 3-8 Back of the House Setup Tab page 3-17 Graphics Tab page 3-29 EZ-Steps Setup Tab page 3-29 On the Sites Maintenance details screen, you can enter and edit information about the individual sites used. Sites Maintenance Details Screen Definitions Site ID Site Name Displays the identification number for the selected site. Displays the name of the selected site. 3-2 Sites Management (100008) Sites Maintenance (100200)

23 ID/Contacts Tab Click Add Item to populate the Contacts section. Review the following screen components to become familiar with the related tasks. Site Maintenance Details Screen ID/Contacts Tab Definitions Site Type Parent Site Management Level Manage Site Inventory as Part of Parent Site s Inventory Long-term Disconnected Manual Communications File Path District InActive Site State Local District Choose the site type from the drop-down list. Choose the site s parent site from the drop-down list. Choose the management level from the drop-down list. Mark to indicate that the satellite site uses its parent site s inventory. When it is marked, The site s menu plan ordering is based off its parent site s inventory. The orders of the satellite site are automatically consolidated into their parent site s orders. When updating inventory on its production record, the inventories are deducted from its parent site s perpetual inventory. To enable this option, the site must have no current on-hand inventory, no outstanding orders to receive, and no pending stock transfers. Mark to indicate there will be a long-term disconnect. When selected, the site no longer displays on the System Management > Communications > Monitor Communications (100601) screen. Enter the file path necessary when manually transferring the communications file. Mark to show if it is the central office. Mark to indicate the site is no longer active. When the option is selected, the site is not available for selection on the report criteria screen or the log on screen. the Production Record Audit Report only displays active sites that do not have a production record during a specified date range. the Shopping List Order Audit Report will only display active sites that do not have a shopping list during a specified date range. for auditing purposes, when you run a report for ALL sites and the inactive site had data during the selected time period, the inactive site does show on these reports, such as claims reports. you cannot create Physical Inventory Dates for the inactive sites. NOTE: To keep the site from displaying in the Communications monitor, select the Long-term Disconnected option. When this drop-down list is activated, you are able to choose the geographical state where the site is located. The state chosen determines which reimbursement claim form is used. Choose the Local District the site belongs to from the drop-down list. Sites Management (100008) Sites Maintenance (100200) 3-3

24 Site Maintenance Details Screen ID/Contacts Tab Definitions Board District Area Food Service Supervisor Contacts: Type First Name Last Name Address Address2 City State Zip Code Country Phone Mobile Fax Add Item Remove Item Choose the Board District the site belongs to from the drop-down list. Choose the Area Food Service Supervisor of the site from the dropdown list. Choose the address type for the contact record from the dropdown list. Enter the first name of the point of contact. Enter the last name of the point of contact. Enter address information of the point of contact. Enter additional address information of the point of contact. Enter the city of the point of contact. Enter the state of the point of contact. Enter the zip code of the point of contact. Enter the country of the point of contact. Enter the telephone number of the point of contact. Enter the mobile phone number for the contact. Enter the fax number for the contact. Enter the address for the contact. Click to add a new contact record for the site. Click to remove a contact record from the site. Registration Tab Use the Registration tab to enter license information for all sites so the system has a way of knowing which modules and how many licenses were purchased for the system. License information also includes the trial expiration date, if appropriate. The license information is obtained from a customized license file that is shipped with the system software. Review the following screen components to become familiar with the related tasks. Site Maintenance Details Screen Registration Tab Definitions License File Browse Last Updated Enter or browse for the license file path for the site. Click to search for a license file. Displays the date the association with the license file was last updated. 3-4 Sites Management (100008) Sites Maintenance (100200)

25 VBOSS Warehouse Control Number Modules Registered Column Enter the VBOSS warehouse control number to use warehouse functionality. The control number can be acquired from the VBOSS database that identifies the warehouse site. This option only displays when a site is set up as a warehouse with correct warehouse license. NOTE: When a warehouse is set up, a warehouse vendor automatically displays on the Back of the House > Inventory Management > File Setup > Vendors query screen (110507). Displays the names of the modules available for purchase. # of Licenses Column Displays the number of licenses purchased for each module. Expiration Date Column Site Maintenance Details Screen Registration Tab Definitions Displays the expiration date for the licenses purchased. Calendar Tab On the Calendar tab, you can indicate operational and non-operational days for the site. This prevents users from scheduling menus and opening terminals on non-operational days. Review the following screen components to become familiar with the related tasks. Site Maintenance Details Screen - Calendar Tab Definitions Calendar Legend Day's Description Starting Day of the Week Default Operational Days Section Set Selected Dates to Section: Operational Nonoperational Holiday Delete Holiday Copy Calendar to Sites Section: From To Copy Default Operational Days Copy Starting Day of the Week Displays the selected calendar month and year. Displays the color key for dates at this site. Displays a description for the selected date. Choose a day from the drop-down list that displays as the first day of the week on the calendar. Mark the days of the week that default to operational days. Click to designate selected dates as operational days. Click to designate selected dates as nonoperational days. Click to designate selected dates as holidays. Click to designate selected dates as operational holidays. Click the beginning date from a time range on the calendar that you want to copy to the sites. Click the ending date from a time range on the calendar that you want to copy to the sites. Mark to include the default operational days when copying calendar settings. Mark to copy the starting day of the week when copying calendar settings. Sites Management (100008) Sites Maintenance (100200) 3-5

26 Site Maintenance Details Screen - Calendar Tab Definitions Copy Setup to Sites School Start Date Click to copy calendar settings from the displayed site to another site, site types, or site group. This button is inactive if the site you are logged into does not have any child sites assigned to it. Select the School Start Date from the drop-down calendar for the site. When the School Start Date is configured, the effective date of approved or temporarily approved applications that were processed prior to school start up are adjusted accordingly. Overhead/Labor Tab Use the Overhead/Labor tab to set up the site s overhead and labor information. This information is used to compute the Profit & Loss Reports and Production Cost Reports in the Production module. Labor cost used for these reports are the actual labor costs set up for each employee in the Production module or the average labor cost for all employees entered on this screen. Labor hours used for these reports are the actual labor hours entered in the Production module or the default labor hours entered on this screen. Review the following screen components to become familiar with the related tasks. Site Maintenance Details Screen - Overhead/Labor Tab Definitions Daily Overhead Average Cost per Labor Hour Overhead/Labor Table: Serving Period Column Default Labor Hours Column Percent of Daily Overhead Column Meal Conversion Factor Column A La Carte Factor Column Enter the dollar amount of daily overhead for the site. Enter the average cost per labor hour for all employees for the site. Displays the list of serving periods. Enter the default number of daily labor hours for each serving period for the site. Enter the percentage of the daily overhead dollar amount that should be applied to each serving period for the site. Enter the number of meals served during each serving period that would equate to a lunch meal equivalent. This conversion is used to calculate Total Meals per Labor Hour for reports. For example, 1.00 would represent the Conversion Factor for lunch. If 2 breakfast meals equal a lunch meal equivalent, then 2.00 would represent the Conversion Factor for breakfast. Enter the dollar amount in a la carte sales that equates to a lunch meal equivalent. This conversion is used to calculate Total Meals per Labor Hour for reports. This option is only used in school applications. 3-6 Sites Management (100008) Sites Maintenance (100200)

27 Serving Period Setup Tab The Serving Period Setup tab displays a list of the serving periods that are defined using the Setup Serving Periods option on the Sites Management menu. The serving periods that are selected on this screen are the only serving periods that appear in tables displaying serving periods for this site throughout the system. If you attempt to clear the Display checkbox for a serving period for which menus or production is scheduled, a message displays stating that the serving period cannot be turned off. Review the following screen components to become familiar with the related tasks. Site Maintenance Details Screen - Serving Period Setup Tab Definitions Copy Setup to Sites Serving Period Table: Display Column Serving Period Column Serving Period Times Section: Start End Cascade Sunday Setup Click to copy serving period settings from the displayed site to another site, site type, or site group. When selected, a site selection screen displays, allowing you to choose the destination for the serving period settings. Copy Setup to Sites is inactive if the site you are logged into does not have any child sites assigned to it. Mark to select the serving periods to use at the site. Displays all of the serving periods available to be used at the site. Click the starting serving time for the selected serving period for each day of the week at the site. Click the ending serving time for the selected serving period for each day of the week at the site. Click to copy the starting and ending serving times entered for Sunday to all the rest of the days of the week. Production Areas/Work Assignments Tab The Production Areas/Work Assignments tab displays a list of the: production areas that are defined using the Production Areas option on the Sites Management menu work assignments that are defined using the Work Assignments option on the Global System Setup menu. You can use the Production Areas/Work Assignments tab to indicate which options display in other modules. Review the following screen components to become familiar with the related tasks. Site Maintenance Details Screen - Production Areas/Work Assignments Tab Definitions Production Areas Section Work Assignments Section Copy Production Areas Setup Select the production areas to be used for the site for assignment of recipes. The production areas that are selected are the only production areas that appear in combo boxes for assignment to recipes on the Recipes screen (130200) in the Menu Planner module. Select the work assignments to be used for the site for scheduling employees. The work assignments that are selected are the only work assignments that appear in combo boxes for assignment to the site s employee schedule on the Daily Production (140006) screen > Schedule tab in the Production module. Select to copy the production areas setup from this site to another. Sites Management (100008) Sites Maintenance (100200) 3-7

28 Site Maintenance Details Screen - Production Areas/Work Assignments Tab Definitions Copy Work Assignments Setup Copy Setup to Sites Select to copy the work assignments setup from this site to another. Click to copy the specified setup information from this site to another site, site type or site group. System Setup Tab The System Setup tab contains options to enable TrainSmart single sign-on options. Use these options to set up the button on the home menu and train your employees directly from the program. Review the following screen components to become familiar with the related tasks. Site Maintenance Details Screen - System Setup Tab Definitions Show TrainSmart Button on Home Menu Mark to display the TrainSmart button on the home menu. When the user clicks the button, TrainSmart is launched within the program. Enable TrainSmart Single Sign-On Mark to use the TrainSmart single sign-on feature. When the option is marked, the TrainSmart Account ID must be entered. When the user clicks the TrainSmart button on the home menu, the user does not have to sign into TrainSmart again; instead, they are directed to the TrainSmart account that was entered in the TrainSmart Account ID field. NOTE: The Enable TrainSmart Single Sign-On option and the TrainSmart Account ID field is enabled when the Show TrainSmart Button on Home Menu is selected. TrainSmart Account ID Copy System Setup To Sites Enter the TrainSmart Account ID that you want the employees at the site want to use. Click to copy the specified setup information from this site to another site, site type, or site group. Front of the House Setup Tab Review the following screen components to become familiar with the related tasks. RELATED TOPICS Site POS Options Sub-tab page 3-9 Local POS Options Sub-tab page 3-11 Site Tax Setup Sub-tab page 3-12 Site Account Setup Sub-tab page 3-12 Customer ID Options Sub-tab page 3-13 Site POS PIN Options Sub-tab page 3-13 Accountability Setup Sub-tab page 3-14 Provision Setup Sub-tab page 3-16 Rollover Setup Sub-tab page Sites Management (100008) Sites Maintenance (100200)

29 The Front of the House Setup tab stores site specific terminal identification information for bottom management level sites. In addition, there are several sub-tabs that store various POS related system option settings. The fields and tabs that are displayed depend on the management level of the site you are accessing. Bottom management level sites see all fields and tabs, while top and middle management level sites only see two tabs. Site Maintenance Details Screen Front of the House Setup Tab Definitions Add Item Remove Item Terminal Table: Terminal Number Column Description Column Computer Name Column Serving Line Column Click to add a new terminal for the site. Click to remove the selected terminal from the site. You cannot remove a terminal that has transactions entered on it. Displays identification numbers for each terminal at the site. Displays a description of each terminal at the site. Displays the names of the computers to which the terminals at this site are connected. Displays the serving line number assigned to the terminal. Site POS Options Sub-tab Displays POS options that are set up for the selected site. Site Maintenance Details Screen Front of the House Tab Site POS Options Sub-tab Definitions Allow Inactive Sales Auto Charge at POS Pay Off Changes First at POS Warn if Item Sale Repeated Select to allow sales to inactive customers at the site. Select to allow items sold at the point of service to be automatically charged to an applicable account that is within the charge limits. If this option is not selected, then any part of the cost of an item that is selected at the point of service that cannot be covered by an account is set to be paid with cash. The cashier can then select to charge the amount due to an account that allows charges, if applicable. Select to pay off charges in any of a customer's accounts first when a payment is made to any of the customer's accounts. When a customer makes a payment to his or her account(s), the money will default to the account that has been set up as the default account. The cashier can then, distribute a portion of that money to another account. If this option is selected, any charges in any of the customer's accounts will be covered before distributing the payment to the default account. If this option is not selected, charges will not be paid first. Select to display a warning message at the point of service if a customer selects duplicate menu items. Sites Management (100008) Sites Maintenance (100200) 3-9

30 Serving Periods Managed by Serving Period Times Bring up Customer on PIN Input from Device Include Adjustments in Total Posted Allow Other Sites to Charge Block Charges at This Site Disable Serving Period from Being Opened Once Closed Block Second Meal Sales Terminals Cannot Open Before Eligibility Group Meal Plan For No ID Sales Allow Sales from This Site Group Warn if Change Given from Check Site Maintenance Details Screen Front of the House Tab Site POS Options Sub-tab Definitions Select to automatically manage serving periods at the site by the serving period times set up on the Serving Period Setup tab. If this option is selected, the Choose Mode screen will not display when the terminal is opened; instead the system will automatically define serving periods by the time periods set up for the site. If a cashier has logged in for a serving period and is staying logged in for the next serving period, at the designated time, the system will automatically change the serving period. Select to automatically accept a scanned PIN, rather than putting the number into a queue. Select to calculate the Total Posted value on the Bank Deposits Report with adjustments. Only turn this option on if your accounting system does not handle deferred revenue. Select to allow other sites to charge. Select to prevent purchases from being charged at this site. Select to prevent a serving period from being opened after it has already been closed for the user. Select to sell second meals as Ala Carte items. All the items that are sold after the first meal will be charged based on the price that is set for each item in Management Level Inventory (400510/400511). The second meal price will not be used when this option is marked. Choose the date prior to which POS terminals cannot be opened at the site. Choose the eligibility group. Choose the meal plan that will be used for a la carte sales mode at the point of service at the site. A la carte items can be purchased using cash or a house account assigned to the specified meal plan. Meals can be purchased using cash or a house account assigned to the specified meal plan only if a meal account also exists in the meal plan with the option set to Allow Meals to be Purchased by Other Accounts on the Account Setup screen (400701) in the Front of the House module. This will allow meals to be purchased with cash or a house account based on the meal rules associated with the meal account assigned to the specified meal plan. Choose the site groups at this site that can process sales. Select to display a warning when change is given from a check. Disable tills without Cash Drawers This field is currently not in use. Mark to prevent a till from being opened when a cash drawer is not available to open the till Sites Management (100008) Sites Maintenance (100200)

31 Site Maintenance Details Screen Front of the House Tab Site POS Options Sub-tab Definitions Cash Drawer Z-Reading Use Second Bank Deposit For Coins Bank Deposit Prefix Min. Coin Dep. This field is currently not in use. Mark this option if your accounting program requires a Z-Reading number. The Z-Reading is the sum of all sales, voids, taxes, and deposits. The reading is carried over from one till to the next for a particular cash drawer. The Z-Reading, when enabled, displays on the Cashier Shift Report and the Till Report. The option is only available when Disable tills without Cash Drawer is selected. Select to use second bank deposit for coins. Districts that have to deposit coins separately when they exceed $25, are recommended to use this feature. When this option is marked, a different Bank Deposit Form (400804) displays in Point of Service and the Secondary Deposit section displays on the Bank Deposits Reconciliation (400942) screen in Bank Reconciliation. Marking this option enables the Bank Deposit Prefix and the Min. Coin Dep. fields. Enter the five-digit bank deposit prefix. The prefix will be populated automatically on the bank deposit form. Enter the minimum dollar amount for coin/secondary bank deposits. Local POS Options Sub-tab On the Local POS Options sub-tab, you can configure terminal-specific settings. These settings must be configured for each individual terminal at the selected site. Review the following screen components to become familiar with the related tasks. Handles Delay Counts from Line Machines Block Check Sales at this Terminal Print Receipt after Each Sale Site Maintenance Details Screen Front of the House Setup Tab Definitions Local POS Options Sub-tab Select to allow this terminal to have counts delayed to it from the line machines. Select to accept checks for payment at the selected terminal. Select to print receipt after each sale. This Terminal Closes Vending Tills Select to show open vending tills on the Close Terminal screen (400003). Prevent Serve Date Changes in Journal Receipt Printer Allow Terminals Allow Delayed Counts at this Terminal Use Pop-Up Keyboard on Customers Screen Select to prevent a user from changing the Date field on the View Journal screen. To void a transaction, you must open a till for that date and then void the transaction. The option must be set for each terminal that should not be able to change the date. Choose the receipt printer for this terminal from the drop-down list. Select to require at least one terminal at this site. Select to select whether counts can be delayed when closing the selected terminal. Select to use the on-screen keyboard on the Customers screen (400005). Sites Management (100008) Sites Maintenance (100200) 3-11

32 Site Maintenance Details Screen Front of the House Setup Tab Definitions Local POS Options Sub-tab Warn User if Till is Open for X Hours Site Serves Customers from Satellite Sites Print Receipt after Each Cash Sale Only Exclude House Accounts from Liability Select to prompt a warning if a till is open for the specified amount of hours. Select to report the satellite site information separately from the parent site information. When the option is marked, you can search students from the satellite site like searching for students from the home site. you can use the sell by group feature. The system shows a list of the homerooms of the satellite site. The following reports display the information separately for the satellite site and the parent site. Edit Check report (800099) Cashier report (800118) Meal and Revenue report (800177) Meal Counts report (800093) Select to print a receipt after each cash sale. Select to omit house accounts from liability calculations. Site Tax Setup Sub-tab Displays taxes that have been set up for use at the selected site. Taxes can be set up through Taxes in the Front of the House (400700) module. Site Maintenance Details Screen Front of the House Tab Site Tax Setup Sub-tab Definitions Available Taxes Selected Taxes Displays a list of taxes that can be selected to be used at the site. Displays a list of taxes that have been selected to be used at the site. Site Account Setup Sub-tab Displays accounts that are set up for use at the selected site. Accounts are set up through Account Setup (400701) in the Front of the House module. Site Maintenance Details Screen Front of the House Tab Site Account Setup Sub-tab Definitions Available Accounts Selected Accounts Displays a list of accounts that can be selected to be used at the site. Displays a list of accounts that have been selected to be used at the site Sites Management (100008) Sites Maintenance (100200)

33 Customer ID Options Sub-tab On the Customer ID Options sub-tab, you can control how IDs are generated, with custom specifications or randomly generated. Review the following screen components to become familiar with the related tasks. Site Maintenance Details Screen - Front of the House Tab - Customer ID Sub-tab Definitions Automatically Generate Customer ID s Generate As Random ID s ID Length ID Prefix Append Site ID as Prefix Beginning Customer ID Select to automatically generate the customer ID. This affects the customer s screen, importing customers, and creating customers through free and reduced. When selected, the ID Generation Options section is enabled. Select to randomly generate alpha-numeric IDs. When marked, ID Length and Beginning Customer ID are disabled. Enter the ID length. The IDs only exceed that number if it runs out of unique numbers, which is unlikely if the number is set above 4. This is only enabled when Generate As Random ID s is selected. Enter the ID prefix. This is appended to all IDs created. The ID length is checked against the ID Length setting before the prefix is appended, so this could make the ID longer than the length specifies. Select to append the site ID to the ID number. The ID prefix is first and the site ID is second if both prefixes are chosen. Enter the first ID to display. This is only useful if there are no customers in the database. It is disabled if Generate As Random ID s is selected. Site POS PIN Options Sub-tab On the Site POS PIN Options sub-tab, you can configure Personal Identification Number (PIN)-related settings for the site. Review the following screen components to become familiar with the related tasks. Site Maintenance Details Screen Front of the House Setup Tab Definitions Site POS PIN Options Sub-tab Definitions PIN Length Pad PIN Input With Zeros Automatically Bring up Customers When PIN Length is Reached PINs are Unique Across District Randomly Generate PIN Numbers Click the maximum number of digits allowed for a customer s personal identification number. Mark to allow the user to enter PINs that have leading zeros without having to enter the zeros for the number to be accepted. To use this feature, all PINs must have the number of digits specified in the PIN Length field. Mark to automatically display the customer s account at the POS terminal when their PIN has been fully entered, without having to press or touch Enter. Mark if each customer s PIN must be different across the district. PINs are checked upon import and when a customer PIN is entered on the Customers (400005) screen in the Point of Service module. Mark to set the system to automatically create and assign a PIN for each new customer record. Sites Management (100008) Sites Maintenance (100200) 3-13

34 Site Maintenance Details Screen Front of the House Setup Tab Definitions Site POS PIN Options Sub-tab Definitions Customer ID as PIN Source Section Append to PIN Prevent Leading Zeros Append with If the checkbox to Randomly Generate PIN is not marked, the Customer ID as Pin Source section becomes active and displays whether PINs are to be created based on the specified number of characters from the Left of ID or from Right of ID of the customer s ID. Mark to add leading characters when PINs are created or imported that do not contain the number of characters specified in the PIN Length field. Mark to remove leading zeros from the customer s PIN. This feature is used when getting PINs based on the customer's ID. Click whether the characters specified in the with field are added to the Front or End of the PIN. Enter the number that is placed in the customer's PIN when Append to PIN is marked. Accountability Setup Sub-tab The Accountability Setup sub-tab is only used in school applications. On this sub-tab, you can configure accountability setup information for the selected site. Review the following screen components to become familiar with the related tasks. Site Maintenance Details Screen Front of the House Setup Tab Accountability Sub-tab Definitions CACFP Site CNIPS Seamless Summer Use Alt. Summer Rates From To Mark to indicate that the site is reimbursed by the Child and Adult Care Food Program (CACFP). Enter CNIPS (the unique state ID assigned to each site by the Department of Education for Reimbursement Claims). When entered here, it can be exported as part of the Accountability Export Template (420114), which is the export for the reimbursement state claim. Mark to indicate that the site participates in the Summer Food Service Program for summer or school vacation food service programs under the provisions of the school meal programs. Mark to use the alternative summer rate that is entered in the Front of the House > Accountability > File Setup > Setup Rates and Reimbursements screen (420108). Choose the beginning operating dates for Seamless Summer. The drop-down box is only enabled when Seamless Summer is marked. Choose the ending operating dates for Seamless Summer. The dropdown box only enabled when Seamless Summer is marked Sites Management (100008) Sites Maintenance (100200)

35 Site Maintenance Details Screen Front of the House Setup Tab Accountability Sub-tab Definitions Area Eligible Mark to indicate that the site qualifies as an area eligible site for the Snack Program. The columns on the Front of the House > Accountability > Daily Entry > Snacks tab varies depending upon whether this option is selected. IF AREA ELIGIBLE IS... selected not selected THEN THE SNACKS TAB DISPLAYS... the Area Eligible Snacks column. the following columns are displayed: Free Snacks Reduced Snacks Paid Snack No Snack No Breakfast Severe Need License Capacity Value Special Milk Program Special Milk Program Enrollment Site Group for Grade Level Eligibility Group Enrollment Approved Reduced Approved Free Lockout Daily Entry Editing after X Days Calculate Tax for Other Sales on Daily Entry Screen Mark to indicate that the site serves does not have a snack serving period. Mark if there is no breakfast serving period at the site. Mark to indicate that the site has been determined to be a severe need school that is eligible for rates of reimbursement in excess of the prescribed national average payment factors for breakfasts. Mark to indicate that the site falls under Early Education Centers (EEC) reimbursement. Enter the License Capacity given by the state. The site cannot serve more meals than what their License Capacity states. Any meals entered in the Daily Entry that are above the License Capacity number would be pushed over to second meals and not be reimbursable. Mark to indicate that the site participates in the Special Milk Program. Enter the number of students enrolled in the Special Milk Program. This function is only enabled when Special Milk Program is marked. Choose the site group from the drop-down list from which the site belongs. This is used for grade level reports. Choose the eligibility group. Enter the total number of students enrolled at the site. Enter the number of students at the site that have been approved as eligible for reduced price meals. Enter the number of students at the site that have been approved as eligible for free meals. Enter the number of days. The site manager can no longer edit the Daily Entry records that have passed the specified number of days. Mark to automatically calculate the Adult Tax when the Adult Meals and the Adult Ala Carte counts are entered on the Daily Entry screen in Accountability. The tax is calculated based on your configuration. Sites Management (100008) Sites Maintenance (100200) 3-15

36 Site Maintenance Details Screen Front of the House Setup Tab Accountability Sub-tab Definitions Allow Daily Entry Enrollment Modification Enter Daily Entry Enrollment by Snack Program Mark to allow the selected site to edit the Enrollment, Approved Free, Approved Reduced, and Program Enrollment (Special Milk) fields on the Front of the House > Accountability > Daily Entry > Attendance tab. This option is turned on by default. Mark to allow the selected site to enter an enrollment figure for each snack program. When this option is selected, the columns added to the Front of the House > Accountability > Daily Entry > Snacks tab varies depending upon whether the Area Eligible option is selected. See the following table. IF ENTER DAILY ENTRY BY SNACK PROGRAM IS... AND AREA ELIGIBLE IS... THEN THE SNACKS TAB DISPLAYS... selected selected the Enrollment column. not selected the following columns: Free Eligible Reduce Eligible Paid Eligible Attendance Factor Meals Per Labor Hour Standard Student Extra Milk Price Special Milk Price Enter the attendance factor to be used for the site when calculating the Average Daily Attendance for reports. Enter the standard conversion to be used for the site when calculating meals per labor hour for reports. This number is used to compare the number of meals actually produced per labor hour against the standard that should have been produced. Enter the price charged for student extra milk sales. Enter the price charged for special milk sales. Provision Setup Sub-tab Set up information about provisions on this sub-tab. Site Maintenance Details Screen Front of the House Tab Provision Setup Sub-tab Definitions Provision Type Choose the provision for which your site qualifies. Base Year Enter the base year for operating under Provision 2 or Provision 3. Base Year Enrollment Base Year Free Eligibles Base Year Reduced Eligibles Enter the enrollment for the base year. Enter the number of eligible free students during the base year. Enter the date that the school year starts Sites Management (100008) Sites Maintenance (100200)

37 Rollover Setup Sub-tab When the information on this sub-tab is applied, the Rollover menu button on the Front of the House menu is available. When this menu button is selected, the Rollover wizard displays. This functionality is currently only available for K-12 licenses. Review the following screen components to become familiar with the related tasks. NOTE The rollover is limited to the sites that are a child of the parent district that is currently logged in. Site Maintenance Details Screen Front of the House Tab Rollover Setup Sub-tab Definitions Last Grade Offered at this Site Promotion Site Click the oldest grade served at this site. This is the grade that will rollover to another site in a year. Click the site that the oldest grade will move to upon graduation. Back of the House Setup Tab Review the following screen components to become familiar with the related tasks. RELATED TOPICS Inventory Sub-tab page 3-17 Procurement Sub-tab page 3-18 Menu Planner Sub-tab page 3-22 Production Sub-tab page 3-23 Commodities Sub-tab page 3-28 Assign Warehouses Sub-tab page 3-28 Assign Sites Sub-tab page 3-28 The Back of the House Setup tab stores site specific back office information. There are multiple tabs located on the Back of the House Setup tab. On each tab you can set up options specific to each of the Back of the House modules. Inventory Sub-tab On the Inventory sub-tab, you can set up inventory options to control the functionality of the Inventory module for the site. Review the following screen components to become familiar with the related tasks. Site Maintenance Details Screen Back of the House Setup Tab Inventory Sub-tab Definitions Inventory Value Type Enable UPC Functionality Use Location in Physical Inventory Use Receiving Date in Physical Inventory Click the inventory valuation method to be used at the site: FIFO, LIFO or WAVG. Select to enable UPC functionality for inventory items and on inventory reports at the site. Select to indicate locations (a specific area in a given facility) can be identified for types of inventory items maintained at a storage/ production facility. Select to use the date that items were received when entering physical inventory counts. Sites Management (100008) Sites Maintenance (100200) 3-17

38 Site Maintenance Details Screen Back of the House Setup Tab Inventory Sub-tab Definitions Add To Existing Counts in Physical Inventory Require Management Approval for Physical Inventories Allow Site to Create Stock Transfers Attach Chart of Account Codes to Select to add counts entered for an existing physical inventory on the Physical Inventory Counts Express Entry screen in the Inventory module to existing counts. Clear to replace the existing counts. Select to require management approval to complete physical inventories for this site. This choice is only appropriate if the physical inventory entered at a bottom management level site requires management approval prior to complete. If this checkbox is not selected, when the site marks the physical inventory complete, inventory is automatically updated and no approval is required by management. This checkbox is not active for a top or middle management level site. Select to allow the site to create stock transfers. Click how Chart of Account codes are attached at the site: Nothing, Category Codes, Class Codes, or Stock Number. Automated POS Pricing Options: Use Automated POS Pricing Markup Percent Ordering Point Rounding Level Select to allow automated pricing at the specified site and to enable the markup percent, ordering point, and rounding level options below. Choose the markup percent to apply to automated pricing. Choose the ordering point assigned to the site to use for automated price calculations. These are entered on the Sites Management > Ordering Points details screen (100210). Choose the rounding level: Penny, Nickel, Dime, Quarter, and Dollar. Procurement Sub-tab Refer to the following topics for information on this feature. RELATED TOPICS General Ordering Options page 3-19 Shopping List Options page 3-19 Menu Plan Ordering Options page 3-20 Order Consolidation Options page 3-21 Changes to any of the settings on the Procurement sub-tabs affect order processing functionality. These sub-tabs include the General Ordering Options, Shopping List Options, Menu Plan Ordering Options, Order Consolidation Options sub-tabs. All settings cascade down to all subsequent management levels as editable/ enabled options except for the site level. Site levels are only able to view the options as set by the parent site. A warehouse is considered a site. Site Maintenance Details Screen Back of the House Setup Tab Procurement Sub-tab Definitions Copy Setup to Sites Button Click to copy the Procurement configuration to other specified sites Sites Management (100008) Sites Maintenance (100200)

39 General Ordering Options Review the following screen components to become familiar with the related tasks. General Ordering Options Sub-tab Definitions Use Lead Times Use Current Price for Purchased Goods and Manual Receiving Ship at Retail Cost for Warehouse Shipments Allow Price Changes During Receiving Select to take into consideration the lead time specified for ordering inventory items when consolidating orders in the Procurement module. If this option is selected, Order Date must be selected for the option to Show Order Date or Delivery Date on your Shopping List. Select to use the current price of the received items when printing reports for the site's inventories. If this option is not selected, reports generate with the price applied when the order was placed. If the current vendor price is changed ahead of time before the shipment is received, then marking this option allows the receiver to have up-to-date pricing on reports to compare with the vendors delivery tickets. Select to ship items from a warehouse using the retail cost as entered through Management Level Inventory in the Inventory Management module. If this option is not selected, items are shipped using the price at which the product was received at the warehouse. Select to allow price changes at the site when receiving inventory items. If this option is selected, a price change made during receiving only affects the price on the order and not the price in inventory. Shopping List Options Review the following screen components to become familiar with the related tasks. Shopping List Options Sub-tab Definitions Use Shopping List Order Templates Create Shopping List By Vendor Use Required Delivery Date for Shopping List Show Item Details by Default in Shopping List Show Central Warehouse Quantities when Placing Orders Select to use a shopping list order template when entering a shopping list. When the option is selected, the user is asked if they want to apply a shopping list order template prior to the shopping list entry process. Select to create shopping list by vendor. When the option is selected, both Enter Shopping List and Menu Plan Ordering is sorted by vendor. Select to require delivery dates for a shopping list. Select to display the item details at all times on the Enter Shopping List screen (120100/120110). Select to show the quantity of an item on hand and on order at the central warehouse when placing orders for stock items at the site. Sites Management (100008) Sites Maintenance (100200) 3-19

40 Shopping List Options Sub-tab Definitions Prohibit multiple Shopping Lists on same day Show Order Date or Delivery Date on Shopping List Allowed Shopping List Types Allow Shopping Lists to be Created in the Past Select to prevent managers from creating shopping lists for a date in which a shopping list was already created and consolidated by the central office. NOTE: This option is disabled when the Automatic Completion of Shopping List feature is in use. Choose whether to show the shopping list orders that are placed from the site based on an order date or delivery date. Choose whether you want your site to create Daily, Weekly, or Both daily and weekly orders. If you choose Both, the site is prompted to choose if they are creating a weekly or daily order. Select to allow the site to create a shopping list for a date that is already past. Automatic Completion of Shopping Lists Section: Enable Automatic Completion of Shopping Lists Automatically Complete Shopping Lists Every Day at Time Completion Shopping Lists Within a Range of # Days Number of Days to Warn User Before Completion Occurs (0 = No Warning) Select to complete any open shopping list automatically based on your configuration. When the option is selected, you can configure the options in the Automatic Completion of Shopping List section. Users at sites with open shopping lists receive a pop-up warning message prior to the automatic completion. Choose which day of the week you want the shopping list auto-completion task to run at the site. Enter the number of days within which you want the open shopping lists to complete automatically. For example, if you enter 5 as completion days, the scheduled task completes all open shopping lists that have an order date within the next 5 days. Enter the number of days in advance that you want the warning message to display. Menu Plan Ordering Options Review the following screen components to become familiar with the related tasks. Menu Plan Ordering Options Sub-tab Show Account for Current Inventory for Menu Plan Order Forecast Automatically Use Projected Quantity when Using Menu Plan Ordering Select to show the Account for Current Inventory option on the Process Menu Plan Order Forecast screen in the Procurement module. Select to use the projected quantities for menu plan ordering at the site Sites Management (100008) Sites Maintenance (100200)

41 Menu Plan Ordering Options Sub-tab Include Processed Forecasts in Parent Shopping List Automatically Launch Shopping Lists After Processing Menu Plan Forecasts Number of Offset Days when Menu Plan Ordering Breakfast Select to combine the parent and its child sites shopping list when you have the Manage Site Inventory as Part of Parent Site s Inventory option selected on the ID/Contacts tab. If the option is not marked, the child sites and the parent site's shopping lists are separated even though they were all created by the parent site. Select to display the Enter Shopping List query screen after pressing the Process Forecast button on the Process Menu Plan Order Forecast screen in the Procurement module. The query screen shows all of the shopping lists with the delivery date entered when the menu plan order forecast is created. The shopping list entries contain the order quantities you entered when the menu plan order forecast was created. If this option is not marked, the forecast is processed, but the Enter Shopping List query screen does not display. Enter the number of days that should be subtracted from the delivery date for breakfast items when using menu plan ordering at the site. For example, if you are ordering Friday breakfast, and it is always delivered with Thursday's lunch, the software moves the order back one day to Thursday when using menu plan ordering. Order Consolidation Options Review the following screen components to become familiar with the related tasks. Order Consolidation Options Sub-tab Starting Consolidated Purchase Order Number Issue USDA Allocation Tickets During Order Consolidation Enable Automatic Order Consolidation Enter the starting consolidated order number to be used at the site. Use this option to retain a numbering sequence if changing from a different Order Processing program. Leave this field set to 1 to resume numbering after the last purchase order. Select to automatically issue allocation tickets for a USDA allocated item when vendor orders are created. Select to automatically consolidate orders. Sites Management (100008) Sites Maintenance (100200) 3-21

42 Menu Planner Sub-tab Changes to any of the Menu Planner sub-tab settings affect menu planning functionality. Review the following screen components to become familiar with the related tasks. Daily Food Allowance Supplemental Food Allowance Special Food Allowance Default Menu Planner Module to Search by Show USDA Age Groups Default Age Group Combine Duplicate Recipe Ingredients in Menu Plan Reports Use Scaled Acceptability Factors For Menu Plan Allowance Calculation Serving Lines Setup Table Add Item Remove Item Copy Setup to Sites Site Maintenance Details Screen Back of the House Setup Tab Menu Planner Sub-tab Definitions Enter the dollar value per day per person to be used in menu plan cost analysis at the site. Enter the supplemental food allowance to be used at the site for dining facilities meeting specific circumstances, like the facility is feeding an average of less than 100 members per day. Enter the special food allowance to be used at the site for dining facilities supporting special services. As a general rule, this amount should not exceed 15% of the basic daily allowance for subsistence. Click whether inventory items should be searched at the site by Stock Number or Nutrition Link in the Menu Planner module. Select to include the USDA age groups in the Age Group list at the site. Choose the default age level to be used at the site. Select to display a recipe with the same nutrition link that was added twice with different measures as one recipe on the Recipe Cards Report (800113) and Recipe Production Report (800026). Otherwise, the recipe displays twice with different nutrition links. Select to calculate the menu plan allowance at this site based on the Acceptability Factors for the menu plans scheduled. Displays the ID, description, active status, and default feeding figures for each applicable serving period for each serving line at the site. Serving lines can be set up so that different menus can be scheduled for the same serving periods but assigned to different serving lines. Click to add a serving line. Click to remove the selected serving line. Click to copy the Serving Lines Setup from the displayed site to specific sites, a site type, or a site group. This element is inactive if the site you are logged into does not have any child sites assigned to it Sites Management (100008) Sites Maintenance (100200)

43 Production Sub-tab Review the following screen components to become familiar with the related tasks. RELATED TOPICS Daily Update Options Sub-tab page 3-23 Editing Options Sub-tab page 3-25 Meal Requirements Sub-tab page 3-27 Age Groups for Production Sub-tab page 3-27 Changes to any of the Production sub-tabs affect production functionality. Daily Update Options Sub-tab On the Daily Update Options sub-tab, you can set up options to control Production module display functionality for the site. The tabs that display on the Daily Production screen in the Production module for the site depend on the selection made for many of the following options. These functions can be enabled or disabled in any combination. Review the following screen components to become familiar with the related tasks. Site Maintenance Details Screen Back of the House Setup Tab Production Tab Daily Update Options Sub-tab Definitions Adjust Inventory During Daily Updates Use Employee Schedule During Daily Updates Update Labor Hours for Employees During Daily Updates Update Labor Hours for Recipe Items During Daily Updates Use Menu Line Assignments During Daily Updates Allow Editing of Entrée/Side/Milk Assignments During Daily Updates Allow Editing of Food Groups In Production During Daily Updates Select to calculate and adjust inventory used out of inventory on hand when updating production records at the site. If this option is selected, inventory is updated as part of the production daily update process. Select to allow the user to schedule employees on tasks, print employee schedules, and use work assignments during the production process at the site. If this option is selected, the Schedule tab is visible on the Daily Production screen in the Production module. Select to allow total labor hours worked by employees during the production process to be updated at the site. If this option is selected, the Daily Labor tab is visible on the Daily Production screen in the Production module. Select to allow labor hours spent on preparing recipes during the production process to be updated at the site. If this option is selected, the Recipe Labor tab is visible on the Daily Production screen in the Production module. Select to allow menu lines to be set up at the site for each item in order to satisfy Louisiana state production record layout requirements. If this option is selected, the Menu Lines tab is visible on the Daily Production screen in the Production module. Select to allow assignments of Entrée/Side/Milk to be updated at the site. If this option is selected, the Item Types tab is visible on the Daily Production screen in the Production module. Select to allow assignments of food groups to be updated at the site. If this option is selected, the Food Groups tab is visible on the Daily Production screen in the Production module. Sites Management (100008) Sites Maintenance (100200) 3-23

44 Track Production Numbers by Grades During Daily Updates Collect Planned Meals Data During Daily Updates Collect Projected Quantity Breakdown During Daily Updates Split Adult and Ala Carte Projected Quantities Collect Line Items Comments in Production Collect Temperatures in Production Allow Edits to the Production Pull Ticket Round up to Nearest Broken Unit When Consolidating Pull Tickets Collect Headcounts in Production Site Maintenance Details Screen Back of the House Setup Tab Production Tab Daily Update Options Sub-tab Definitions Create Production Records for Items with Zero Projected Quantities Select to allow numbers to be entered at the site for each line item for lower grades, higher grades, and all others. If this option is marked, the Counts by Grades tab is visible on the Daily Production screen in the Production module. Select to allow planned meals for each production record to be entered at the site. If this option is marked, the Meals Planned section on the Meals/Revenue tab is visible on the Daily Production screen in the Production module. Select to displays the Projected Quantities tab on the Daily Production screen. On the tab, you can enter the amount of the Projected Students and the amount of the Projected Adults/A La Cart for each menu item. When the option is selected, the Split Adult and Ala Carte Projected Quantities option displays. Select to display the Projected Adults and the Projected Ala Carte columns separately instead of the Projected Adults/Ala Carte column. NOTE: The option only displays when the Collect Projected Quantity Breakdown During Daily Updates option is selected. Select to allow additional comments about individual production items to be entered in the Production module. If this option is selected, the Line Item Comments tab is visible on the Daily Production screen in the Production module. Select to allow temperature information for production items to be entered in the Production module. If this option is selected, the Temperature tab is visible on the Daily Production screen in the Production module. Select to allow adding and removing stock items and finished goods to the Pull Ticket tab in Daily Production (140002/140006). Select to round up the fractional broken units. The option is available only when the Allow Edits to the Production Pull Ticket option is selected. Select to collect head counts in production. Data collected displays in the Head Counts Meals Served report. Select to include the items in the daily production at the scheduled projected quantity. Production Age Grouping Collect Planned Production Per Line Item During Daily Updates TempAlert Setup Options: Select to allow users to enter by grade, the number of portions of each menu item served to students. The columns on the Back of the House > Production > Daily Production > Projections By Grade tab varies depending on the grade selected. Displays only with a TempAlert license Sites Management (100008) Sites Maintenance (100200)

45 Site Maintenance Details Screen Back of the House Setup Tab Production Tab Daily Update Options Sub-tab Definitions TempAlert Link ID Use Employee entered through SmartTemps Only Ignore out of range Serving Temps (not recommended) Set second Temperature taken as Middle if only two exist Enter the ID of the TempAlert Shield used at the site to take temperatures. The TempAlert Link ID is the SN number on the back of the device. Select to only display users that are entered on the SmartTemp website on the Shield device. The other site employees will not be able to log onto the Shield. If you want to limit the people who can take temperatures at the site for any reason, use this option. To give access to all the employees of the site entered in the system to take temperatures with the Shield, clear the option. Select not to import the serving temperatures that are out of range into the production record. Horizon does not recommend to use this option. The temperature ranges are set up on the SmartTemp website. Select to use the second serving temperature taken as the Middle temperature instead of the End temperature. Editing Options Sub-tab The Editing Options sub-tab displays options that have been set up for the selected site to control editing functionality on the Production module screens. Review the following screen components to become familiar with the related tasks. Site Maintenance Details Screen Back of the House Setup Tab Production Tab Editing Options Sub-tab Definitions Separate Production by Serving Line Use Standard Measurements when Adding or Substituting Collect Substitution Comments in Production Allow for Only One Day's Production to be Open at Any Time Select to generate the Production Worksheet by serving lines. Some food operations have multiple serving lines that also have several different menus assigned to the line. Select to allow all available measures, including standard and customer-entered, to appear at the site in the measurements dropdown list when adding or substituting items in production. If this option is not marked, only customer-entered measurements appear in the measurements drop-down when adding or substituting items in production. Select to prompt the user to enter comments every time an item or recipe ingredient is substituted at the site. These comments print on production records below the item that was affected by this substitution. If this option is marked the system prompts for comments when an item or ingredient is substituted. Select to allow production to be created at the site for any date regardless of whether there is currently another date whose production has not yet been completed/closed. If this option is marked, the system only allows creation of projected production for one day at a time. New production is not able to be created until the pending production date has been closed. Sites Management (100008) Sites Maintenance (100200) 3-25

46 Site Maintenance Details Screen Back of the House Setup Tab Production Tab Editing Options Sub-tab Definitions Enable USDA /Purchased Goods Links in Production Track Inventory Exceptions in Production (Reserve Inventory for Production) Production Based on Offer vs. Serve Production Prepared at a Central Kitchen Use Acceptability Percentages to Calculate Projected Servings Production Basis Maximum Number of Prior Menu Instances to Use When Calculating Acceptability Percentages Entity Name on Production Records Ingredient Scaling Measure Maximum Number Production Basis Meal Prep Site Restrict Fractions Used in Scaling to 1/4, 1/2 and 3/4 Default Leftover Code Select to set production substitution screens for items and ingredients at the site to default to the USDA or purchased goods equivalent of the items that are being substituted. If this option is marked, an equivalent item is automatically selected for production substitutions. Select to allow the system to reserve quantities of inventory for production during production creation at the site so that the same quantities are not available for the next day of production when it is created. If this option is marked, the system reserves quantities of inventory when production is created. This option is only available if the option to Adjust Inventory During Daily Updates is marked on the Daily Update Options tab. Select to base production on component-based serving mode requirements. Select to prepare the site's menus at a central kitchen. Select to use acceptability percentages to automatically calculate projected servings of items on menu plans. Choose to use Food Based Traditional, Food Based Enhanced, Nutrient Based Standard, or Nutrient Based Assisted when generating Production Records. Enter the maximum number of previous instances of a menu in production in order to calculate acceptability percentages. This screen element is enabled when Use Acceptability to Calculate Projected Servings is marked. Enter the entity's name to be displayed on production records. Choose a number between 2 and 5 from the drop-down list. This determines the number of measures that display when scaling recipes in Production. Choose to use Food Based Traditional, Food Based Enhanced, Nutrient Based Standard, or Nutrient Based Assisted when generating the Production Records report. (Texas Only) Enter the meal prep site. The meal pre site displays on the site s Production Record. Select to restrict fractions used in scaling recipes. Choose the leftover code which displays by default in the Leftover Code column on the Production > Daily Production > Item Counts tab Sites Management (100008) Sites Maintenance (100200)

47 Meal Requirements Sub-tab On the Meal Requirements sub-tab, you can enter the number of Required Sides, Required Milks, and Required Entrees that must be selected to qualify as a reimbursable meal during each serving period at the site. Review the following screen components to become familiar with the related tasks. Site Maintenance Details Screen Back of the House Setup Tab Production Tab Meal Requirements Sub-tab Definitions Serving Period Column Required Sides Column Required Milks Column Required Entrees Column Displays a list of serving periods at the site. Enter the number of side items required to complete a meal. Enter the number of milk products required to complete a meal. Enter the number of entrees required to complete a meal. Age Groups for Production Sub-tab The Age Groups for Production tab displays classification assignments for groups for meals served at the selected site and for entering production. Up to six groups can be set up to be used in the Production module when updating production. Review the following screen components to become familiar with the related tasks. Site Maintenance Details Screen Back of the House Setup Tab Production Tab Age Groups for Production Sub-tab Definitions First/Second/Third/Fourth/Fifth/ Sixth Group for Meals Served First Group for Meals Served (Required or Optional) Enter the name of the First/Second/Third/Fourth/Fifth/Sixth group of customers to be classified. Choose the age group type: required or optional. You can enter planned production for Meals Planned and Meals Served on the Meals/ Revenue tab on the Daily Production (140006) screen in the Production module for each age group set up. Only certain states need to specify this information. Available Grades Section Selected Grades Section Displays a list of classifications available to be assigned to the Group for Meals Served. Displays a list of classifications available to be assigned to the Group for Meals Served. Sites Management (100008) Sites Maintenance (100200) 3-27

48 Commodities Sub-tab Currently the Commodities sub-tab has one option available. Commodities are set to be distributed to sites based on first come first serve. In the future, you will have the option to distribute the commodities based on feeding figures. Review the following screen components to become familiar with the related tasks. Site Maintenance Details Screen Back of the House Tab Commodities Sub-tab Definitions Allocate Commodities Area Allocate Commodities Based on First Come First Serve: Choose to distribute commodities to sites based on the first order received for the item. Note: Currently this option is set and not able to be changed. Allocating Commodities Based on Feeding Figures will be an available option at a later date. Allocate Commodities Based on Feeding Figures: Choose to calculate what percentage the site contributes to the district feeding figures and allocate that percentage of commodities to the site when the order is placed. Assign Warehouses Sub-tab The Assign Warehouses sub-tab allows you to assign warehouse(s) to the selected site. The Assign Warehouses sub-tab is only available for sites that are not a warehouse or Central Kitchen/Central Production Facility. Review the following screen components to become familiar with the related tasks. Site Maintenance Details Screen Back of the House Tab Assign Warehouses Sub-tab Definitions Available Warehouses Chosen Warehouses Displays a list of warehouses that can be assigned to the selected site. Displays a list of warehouses that are assigned to the selected site. Assign Sites Sub-tab The Assign Sites sub-tab allows you to assign site(s) to the selected warehouse. The Assign Sites sub-tab is only available for warehouse and Central Kitchen/Central Production Facility sites. Review the following screen components to become familiar with the related tasks. Site Maintenance Details Screen Back of the House Tab Assign Sites Sub-tab Definitions Available Sites Chosen Sites Displays a list of sites that can be assigned to the selected warehouse. Displays a list of sites that are assigned to the selected warehouse Sites Management (100008) Sites Maintenance (100200)

49 Graphics Tab On the Graphics tab, you can choose the logo that is used on your reports. Review the following screen components to become familiar with the related tasks. Site Maintenance Details Screen Graphics Tab Definitions Report Logo Choose Logo Reset Logo Copy Logo to Sites Displays the current logo used on reports. Click to change the reports logo. Click to reset the reports logo to the default logo. Click to copy the reports logo setup from the displayed site to another site, site type or site group. EZ-Steps Setup Tab On the EZ-Steps Setup tab, you can set up the related EZ-Steps. You can configure the screen name and the text that displays on each EZ-Step, determine which steps are required, and choose which columns to display. Review the following screen components to become familiar with the related tasks. Site Maintenance Details Screen - EZ-Steps Setup Tab Definitions EZ-Step Maintenance Expand and highlight the step or grid column of the Ez-Step you want to configure. Display Under Setup: Select if you want to require the user to go through the step. The option is disabled if it is a system required step. Under Grid Column Order: Select if you want the user to see this column. The option is disabled if it is a system required step. Required Under Setup: Displays the system required steps. You cannot modify this option. Under Grid Column Order: Displays the system required columns. You cannot modify this option. EZStep Name Recommended Name EZStep Text Recommended Text Preview EZStep Restore Defaults Enter the screen name of the Ez-Step that you want to display. Displays the default screen name of the Ez-Step. Enter the instructional text that you want to display on each Ez- Step. Displays the default screen text of the Ez-Step. Click to preview the configured Ez-Step screen to make sure it looks as desired. Click to replace the screen name and text with the defaults for the Ez-Step. EZ-Step Preferences Section: Default to List Entry for Shopping List and Physical Inventory Select to display the Physical Inventory List tab and the Shopping List Entry tab instead of the Quick Entry tab when you first open the Physical Inventory Counts details screen (110201/110026) and Enter Shopping List details screen (120100/120110). Sites Management (100008) Sites Maintenance (100200) 3-29

50 Site Maintenance Details Screen - EZ-Steps Setup Tab Definitions Apply EZ-Steps Column Orders on non-ezsteps Processes Copy Setup to Sites Select to apply the configuration of the EZ-Steps Setup tab > Back of the House sub-tab > <Process> > Grid Column Order sub-tab to the following screens: Physical Inventory Counts (110026) > Physical Inventory List tab Enter Shopping List (120110) > Shopping List Entry tab Projected Menu Plan Quantities (120210) Process Menu Plan Order Forecast (120211) Click to copy the EZ-Step setup from the displayed site to other sites, a site type, or a site group. This button is inactive if the site you are logged into does not have any child sites assigned to it. Add Sites 1. Go to System Management > Sites Management > Sites Maintenance (100200). The query screen displays. 2. Click New. The Setup Site License Information screen displays. Figure 3-1: Setup Site License Information Screen 3. Click the Browse button. The Select the appropriate license file screen displays. Figure 3-2: Click the Appropriate License File screen 4. Highlight the license file. 5. Click Open. The Setup Site License Information screen displays. 6. Click OK. A blank Site Maintenance details screen displays. 7. Enter the Site ID. 8. Enter the Site Name Sites Management (100008) Sites Maintenance (100200)

51 9. Choose the site type from the Site Type drop-down list. 10. Choose the management level from the Management Level drop-down list. 11. Choose the parent site from the Parent Site drop-down list. 12. Click Save. Edit Sites 1. Go to System Management > Sites Management > Site Maintenance (100200). The query screen displays. 2. Search for and double-click the record. The details screen displays. 3. Make the required edits. 4. Click Save. Delete Sites 1. Go to System Management > Sites Management > Sites Maintenance (100200). The query screen displays. 2. Click the record. 3. Click Delete. A confirmation message displays. 4. Click OK. 5. Click Save. Inactivate a Site You can inactivate a site that is no longer in use. Inactive sites do not appear on the Communications monitor, the report selection screen, or the log on screen. IMPORTANT When a site is inactivate, you can no longer log on to the site the site can no longer communicate reactivation requires the manager and terminal machines associated with the site be reinitialized by Horizon Customer Service 1. Log on to the Central Office. 2. Verify all transactions have communicated from the site you are going to inactivate. 3. Go to System Management > Sites Management > Sites Maintenance (100200). The query screen displays. 4. Click the record. 5. Click ID/Contacts tab. 6. Select Long-term Disconnected. 7. Select InActive Site. A warning message displays indicating the change results in a complete loss of communications from the site. 8. Click Yes. 9. Click Save. If you try to log on to the site, a message displays indicating the user is not assigned to an active site. Sites Management (100008) Sites Maintenance (100200) 3-31

52 Reactivate a Site If you inactivate a site by mistake, the site can be reactivated. After reactivating the site, you must call Horizon Customer Service to reinitialize the manager machine and terminals at the site. 1. Log on to the Central Office. 2. Go to System Management > Sites Management > Sites Maintenance (100200). The query screen displays. 3. Click the record. 4. Click ID/Contacts tab. 5. Clear Long-term Disconnected. 6. Clear InActive Site. A message displays indicating the site must be reinitialized. 7. Click OK. 8. Click Save. 9. Call Horizon Customer Service to reinitialize the manager machine and terminals at the site. Automate POS Pricing for a Site The following task sets automated POS pricing for a site with the markup price, ordering point, and rounding level defined. Identify which items use the automated POS price calculation on the Management Level Inventory details screen POS tab (110110) in the Inventory Management module. 1. Go to System Management > Sites Management > Sites Maintenance (100200). The query screen displays. 2. Search for and double-click the record. The details screen displays. 3. Click the Back of the House Setup tab. 4. Click the Inventory sub-tab. 5. Mark Use Automated POS Pricing. 6. Enter the information in the Markup Price, Ordering Point, and Rounding Level fields. 7. Click Save. Set up Receipt Printers 1. Go to System Management > Sites Management > Sites Maintenance (100200). The query screen displays. 2. Search for and double-click the record. The details screen displays. 3. Click the Front of the House Setup tab. 4. Click the Local POS Options sub-tab. 5. Choose the printer from the Receipt Printer drop-down list. 6. Click Save Sites Management (100008) Sites Maintenance (100200)

53 Site Types (100201) Refer to the following topics for information on this feature. WHAT IS THIS? HOW DO I? Site Types Screen Definitions (100201) page 3-33 Inventory Modes Screen Definitions (110501) page 3-33 Add Site Types page 3-38 Edit Site Types page 3-38 Assign Types to Sites page 3-38 Set Up Inventory/Ordering Modes page 3-38 Delete Site Types page 3-39 On the Site Types screen, you can identify and maintain site types and set up inventory items, vendors, and order processing modes specifically for the selected site type. Site Types Screen Definitions (100201) On the Site Types screen you can identify and maintain site types and set up inventory items, vendors, and order processing modes specifically for their needs. Review the following screen components to become familiar with the related tasks. Site Types Screen Definitions Site Type Column Parent Site Type Column Enter a site type. Click a parent site type. Setup Inventory/Ordering Modes Click to access the Inventory Modes screen to set up which inventory items are displayed and can be ordered for each site type. Assign to Sites Click to access the Assign Type to Sites task. Inventory Modes Screen Definitions (110501) Review the following screen components to become familiar with the related tasks. Inventory Modes Tab page 3-34 Copy Modes Tab page 3-35 RELATED TOPICS After the master inventory list is created, use this feature to set up which inventory items are displayed and can be ordered for certain site types or individual sites. Site Type Inventory items must be created before Inventory Modes can be set up. Site types must be created before inventory modes can be modified based on site type. Go directly to the Inventory Modes screen by entering the process number (110501) in the Go To feature. If you would rather go through the menu sequence, select Inventory Modes on the File Setup menu. Sites Management (100008) Site Types (100201) 3-33

54 Inventory Modes Tab On the Inventory Modes tab, you can manually set up inventory modes for specific inventory items for a specific site type or site. Review the following screen components to become familiar with the related tasks. Inventory Modes Screen Inventory Modes Tab Definitions Site Type Radio Button Site Radio Button Site Type Drop-down List Site Drop-down List Site ID or Site Name Vendor Number or Name Category Code or Description Stock Number Stock Description Date Entered Search Reset Inventory Items Table: Stock Number Column Stock Description Column Display Column Allow Ordering Column Shopping List Column Manual Column Choose to enable the Site Type drop-down list. Choose to enable the Site drop-down lists. If the Site option is selected, choose a specific site for which to display inventory items from the Site ID or Site Name drop-down list. The list includes the site for which you are logged in and any associated child sites. The Site ID, Site Name, and Parent Site Name for the selected site displays. Choose the site type for which to display inventory items. Choose a specific site for which to display inventory items. Choose a specific site for which to view inventory modes. Choose to display inventory items for which a specific vendor has been assigned as the preferred vendor from the Vendor Number or Name drop-down list. Choose a specific category for which to display inventory items. Enter any part of the stock number of the inventory item to display that item. Enter any part of the description of the inventory item to display that item. Enter or select the date range during which the inventory items to display were entered in the Date Entered from and to fields. Click to view a list of inventory items matching the specified search criteria. Click to clear the search criteria. Displays the identification number that represents each inventory item. This is for reference purposes only. Displays the description of each inventory item. This is for reference purposes only. Select to display each inventory item on inventory list screens throughout the system. Select to indicate each inventory item available for use when placing orders in the Order Processing module. Select each inventory item to display it when placing a shopping list order in the Order Processing module. Select each inventory item to display it when placing a manual vendor order in the Order Processing module Sites Management (100008) Site Types (100201)

55 Inventory Modes Screen Inventory Modes Tab Definitions Menu Plan Column Frequently Ordered Column Physical Inventory Column Warehouse Column Vendor Column UPC Column Bid Comments Select each inventory item to display it when placing a menu plan order in the Order Processing module. Select each inventory item to display it when the Frequently Ordered option is selected on the Shopping List Entry screen in the Order Processing module. Select each inventory item to display it when entering physical inventory counts in the Inventory Management module. Select to indicate the inventory item is ordered from an internal warehouse vendor. Displays the preferred vendor assigned to each inventory item. Displays the UPC assigned to each inventory item by the preferred vendor. Displays any comments entered for the associated bid. Copy Modes Tab Review the following screen components to become familiar with the related tasks. RELATED TOPICS Copy From Template Sub-tab page 3-35 Copy from One Type to Selected Types Sub-tab page 3-37 Copy from One Site to Selected Sites Sub-tab page 3-37 On the Copy Modes tab, you can copy inventory mode setup options based on specified criteria. Copy From Template Sub-tab Review the following screen components to become familiar with the related tasks. RELATED TOPICS select template sub-tab page 3-36 Select Stock Numbers Sub-tab page 3-36 Select Types/Sites Sub-tab page 3-37 On the Copy From Template sub-tab, you can specify the inventory mode options to be assigned to specified inventory items for the specified site types or sites. Sites Management (100008) Site Types (100201) 3-35

56 select template sub-tab On the Copy From Template sub-tab, you can specify the inventory mode options to be assigned to specified inventory items for the specified site types or sites. Inventory Modes Screen Copy Modes Tab Copy from Template Sub-tab Definitions Copy by Click to assign the inventory modes template by site type or site. Copy Vendor with Modes Display Allow Ordering Shopping List Menu Plan Frequently Ordered Manual Physical Inventory Warehouse Vendor Copy and Save Click to copy internal warehouse vendor assignment information with the inventory modes. Select to display the selected items in other modules. Select to use the selected items in the Procurement module. Select to include the selected items in shopping list orders and worksheets. Select to use the selected items in menu planning. Select to include the selected items as frequently ordered items. Select to include the selected items in manual ordering. Select to include the selected items in the physical inventory. Select to include the selected items in warehouse inventory. Select to assign the internal warehouse vendor from which the selected items are to be ordered for the selected site types or sites. Click to copy and save the specified inventory mode information. Select Stock Numbers Sub-tab On this tab, you can select specific inventory items to assign the specified inventory mode options. Review the following screen element definitions to become familiar with related tasks. Category Stock Number Stock Description Date Entered from: and to: Apply Filter Reset Filter Available Stock Numbers Section Inventory Modes Screen Copy Modes Tab Copy from Template Sub-tab Click Stock Numbers Sub-tab Definitions Choose a Category from which to select inventory items. Enter the full or partial stock number of the item as a search criteria. Enter the full or partial description of the item as a search criteria. Enter or select the date range during which inventory items were entered. Click to filter inventory items according to the criteria provided. Click to clear the provided filter criteria. Displays a list of inventory items that the specified inventory mode options can be assigned to. Selected Stock Numbers Section Displays a list of selected inventory items that the specified inventory mode options have been assigned to Sites Management (100008) Site Types (100201)

57 Select Types/Sites Sub-tab On the Select Template sub-tab, you can change the site type/site assignments for the selected inventory mode options. If you select Copy by Site Type on the Copy from Template sub-tab, the Select Types sub-tab displays. Review the following screen components to become familiar with the related tasks. Inventory Modes Screen Copy Modes Tab Copy from Template Sub-tab Select Types Sub-tab Definitions Available Site Types Selected Site Types Displays a list of site types to which the inventory modes can be copied. Displays a list of site types to which the inventory modes are copied. If you select Copy by Site on the Copy from Template sub-tab, the Select Sites sub-tab displays. Review the following screen components to become familiar with the related tasks. Inventory Modes Screen Copy Modes Tab Copy from Template Tab Select Sites Sub-tab Definitions Available Sites Selected Sites Displays a list of sites to which the inventory modes can be copied. Displays a list of sites to which the inventory modes are copied. Copy from One Type to Selected Types Sub-tab On the Copy from One Type to Selected Types sub-tab, you can select the site type from which to copy inventory modes. Review the following screen element definitions on the Copy From One Type to Selected Type sub-tab. Inventory Modes Screen Copy Modes Tab Copy from One Type to Selected Type Sub-tab Definitions Site Type Available Site Types Selected Site Types Copy Vendor with Modes Copy and Save Choose the site type to copy. Displays a list of site types to which the inventory modes can be copied. Displays a list of site types to which the inventory modes are copied. Mark to copy internal warehouse vendor assignment information when copying inventory modes. Click to copy and save the specified inventory mode information. Copy from One Site to Selected Sites Sub-tab On the Copy from One Site to Selected Sites sub-tab, you can select the site from which to copy inventory modes. Review the following screen element definitions on the Copy From One Site to Selected Sites sub-tab. Inventory Modes Screen Copy Modes Tab Copy from One Site to Selected Sites Sub-tab Definitions Site Available Sites Choose the type from which inventory modes are copied. Displays a list of sites to which the inventory modes can be copied. Sites Management (100008) Site Types (100201) 3-37

58 Inventory Modes Screen Copy Modes Tab Copy from One Site to Selected Sites Sub-tab Definitions Selected Sites Copy Vendor with Modes Copy and Save Displays a list of sites to which the inventory modes are copied. Mark to copy internal warehouse vendor assignment information when copying inventory modes. Click to copy and save the specified inventory mode information. Add Site Types 1. Go to System Management > Sites Management > Site Types (100201). The query screen displays. 2. Click New. 3. Enter the name of the new site type in the Site Type column. 4. Choose the parent site for the new site type from the Parent Site Type drop-down list. 5. Click Save. Edit Site Types 1. Go to System Management > Sites Management > Site Types (100201). The Site Types screen displays. 2. Click the record. 3. Make the required edits. 4. Click Save. Assign Types to Sites Site types are initially assigned to the site when the site is first entered on the Sites Maintenance screen. Using the Assign Types to Sites option, you can quickly change the assignment for existing sites. 1. Go to System Management > Sites Management > Site Types (100201). The Site Types screen displays. 2. Click Assign Types to Sites. The Assign Types to Sites screen displays. 3. Click the record. 4. Choose the desired site type from the Site Type drop-down list. 5. Click Save. Set Up Inventory/Ordering Modes Using the Setup Inventory/Ordering Modes option, you can set up inventory items, vendors, and order processing modes for specific site types. 1. Go to System Management > Sites Management > Site Types (100201). The Site Types screen displays. 2. Click Setup Inventory/Ordering Modes. The Inventory Modes screen displays. 3. Enter the required information. 4. Click Save Sites Management (100008) Site Types (100201)

59 Delete Site Types You can use the Site Types screen to delete site types but you cannot delete a site type if it has been assigned to a site. 1. Go to System Management > Sites Management > Site Types (100201). The Site Types screen displays. 2. Click the record. 3. Click Delete. A confirmation message displays. 4. Click Yes. 5. Click Save. Site Groups (100202) Refer to the following topics for information on this feature. WHAT IS THIS? HOW DO I? Site Groups Query Screen Definitions (100202) page 3-39 Site Groups Maintenance Details Screen Definitions (100017) page 3-39 Add Site Groups page 3-40 Edit Site Groups page 3-40 Delete Site Groups page 3-40 Using the Site Groups option, you can maintain site groups for reporting purposes. Site Groups Query Screen Definitions (100202) On the Site Groups query screen, you can search for existing site groups and create new ones. Review the following screen components to become familiar with the related tasks. Site Groups Query Screen Definitions Group Name Group Description Search Reset Enter any part of the group name(s) to find. Enter any part of the description of the site group(s) to find. Click to update the bottom portion of the Site Groups query screen to display a list of sites matching the Search Criteria. Click to clear the search criteria entered in the Search Criteria section and to refresh the list to display all sites. Site Groups Maintenance Details Screen Definitions (100017) On the Site Groups maintenance screen, you can maintain site groups for reporting purposes. Review the following screen components to become familiar with the related tasks. Site Groups Maintenance Details Screen Definitions Group Name Group Description Available Sites Section Group Members Section Displays the selected group's name. Displays the selected group's description. Displays a list of sites that can be assigned to the selected site group. Displays a list of sites that are assigned to the selected site group. Sites Management (100008) Site Groups (100202) 3-39

60 Add Site Groups 1. Go to System Management > Sites Management > Site Groups (100202). The query screen displays. 2. Click New. The details screen displays. 3. Enter the information in the Group Name and Group Description fields. 4. Use the Mover Control to move the desired records to the Selected section. A site can be assigned to an unlimited number of site groups. 5. Click Save. Edit Site Groups 1. Go to System Management > Sites Management > Site Groups (100202). The query screen displays. 2. Search for and double-click the record. The details screen displays. 3. Make the required edits. 4. Click Save. Delete Site Groups You cannot delete a site group if one or more sites have been assigned to it. 1. Go to System Management > Sites Management > Site Groups (100202). The query screen displays. 2. Click the record. 3. Click Delete. A confirmation message displays. 4. Click Yes. 5. Click Save. Management Levels (100203) Review the following menu options to become familiar with this feature. RELATED TOPICS Management Levels Maintenance (100204) page 3-41 Data Ownership for Levels (100205) page 3-42 There are three basic types of management levels: top management, middle management, and bottom management. The ability to add data, edit data, view data, and print reports can be limited by management level Sites Management (100008) Management Levels (100203)

61 Management Levels Maintenance (100204) Refer to the following topics for information on this feature. WHAT IS THIS? HOW DO I? Management Levels Maintenance Screen Definitions (100204) page 3-41 Add Middle Management Levels page 3-41 Edit Management Levels page 3-42 Delete Management Levels page 3-42 Using the Management Levels Maintenance option you can build and maintain a hierarchy of management levels. The top management level and bottom management level are preloaded. You cannot add a management level above the top or below the bottom preloaded management levels. Depending on the management level assignment for the site for which you are logged on, you can edit their names, but their positions cannot be moved in the hierarchy and they cannot be deleted. Use of middle management levels is optional. Middle management levels can be added, edited, moved or deleted. Management Levels Maintenance Screen Definitions (100204) On the Management Levels Maintenance screen you can build and maintain a hierarchy of management levels. A list of existing management levels displays in the table. The top management level and bottom management level cannot be moved or deleted. Middle management levels can be added, moved, or deleted, as desired, depending on the management level assignment for the site for which you are logged on. Review the following screen components to become familiar with the related tasks. Management Levels Maintenance Screen Definitions Description Arrows Enter the name of a middle management level. Click to change the hierarchy of your middle management levels. Add Middle Management Levels 1. Go to System Management > Sites Management > Management Levels > Management Levels Maintenance (100204). The query screen displays. 2. Click the management level beneath which to add a middle management level. 3. Click New. NOTE You cannot add a management level above the top or below the bottom preloaded management levels. If you highlight the bottom level, the new level will be added above it. 4. Enter the name of the new management level in the blank line. 5. Use the Up Arrow and Down Arrow to position the new management level correctly in the list. 6. Click Save. Sites Management (100008) Management Levels (100203) 3-41

62 Edit Management Levels 1. Go to System Management > Sites Management > Management Levels > Management Levels Maintenance (100204). The query screen displays. 2. Click the record. 3. Make the required edits. 4. Click Save. Delete Management Levels The top management level and bottom management level are preloaded and they cannot be deleted. 1. Go to System Management > Sites Management > Management Levels > Management Levels Maintenance (100204). The query screen displays. 2. Click the record. 3. Click Delete. A confirmation message displays. 4. Click OK. 5. Click Save. Data Ownership for Levels (100205) Refer to the following topics for information on this feature. WHAT IS THIS? HOW DO I? Data Ownership for Management Levels Screen Definitions (100205) page 3-42 Assign Data Ownership for Levels page 3-43 Using the Data Ownership for Levels option, you can control which management level owns the data for specific data groups. Only one management level can be assigned to own the data for each group. Other management levels may be able to edit the data, but ultimately if the management level owning the data overwrites what has been edited, the data is overwritten at all other levels as well. Data Ownership for Management Levels Screen Definitions (100205) Using the Data Ownership for Levels option, you can control which management level owns the data for specific data groups. Review the following screen components to become familiar with the related tasks. Data Ownership for Management Levels Screen Definitions Data Ownership Management Levels Management Levels Displays the type of data that the management level owns. Click the management level that is ultimately responsible for the data Sites Management (100008) Management Levels (100203)

63 Assign Data Ownership for Levels 1. Go to System Management > Sites Management > Management Levels > Data Ownership for Levels (100205). The query screen displays. 2. Click the record. 3. Choose the desired management level from the Management Levels drop-down list. 4. Click Save. Production Areas (100206) Refer to the following topics for information on this feature. WHAT IS THIS? HOW DO I? Production Areas Screen Definitions (100206) page 3-43 Add Production Areas page 3-43 Edit Production Areas page 3-44 Delete Production Areas page 3-44 Using the Production Areas option, you can define separate areas of a kitchen where food is prepared for the purpose of assigning tasks to each area. Production Areas Screen Definitions (100206) Using the Production Areas option, you can define separate areas of a kitchen where food is prepared for the purpose of assigning tasks to each area. Review the following screen components to become familiar with the related tasks. Production Areas Displays areas of the kitchen where food is prepared. Specific tasks are associated with these areas. Add Production Areas You can assign tasks to a specific area of the kitchen when you add separate kitchen areas specific to food preparation. 1. Go to System Management > Sites Management > Production Areas (100206). The query screen displays. 2. Click New. A new line is added to the Production Areas list. 3. Enter the name of the new production area in the Production Areas column. 4. Click Save. The Site Selection by Site Group and Site Type screen displays. 5. Click the sites that will have the new production area. 6. Click OK. 7. Click Save. Sites Management (100008) Production Areas (100206) 3-43

64 Edit Production Areas 1. Go to System Management > Sites Management > Production Areas (100206). The query screen displays. 2. Click the record. 3. Make the required edits. 4. Click Save. Delete Production Areas 1. Go to System Management > Sites Management > Production Areas (100206). The query screen displays. 2. Click the record. 3. Click Delete. A confirmation message displays. 4. Click Yes. 5. Click Save. Assign Site Types (100207) Refer to the following topics for information on this feature. WHAT IS THIS? HOW DO I? Assign Site Types Screen Definitions (100207) page 3-44 Assign Site Types page 3-45 Assign Site Types Screen Definitions (100207) On the Assign Site Types screen, you can quickly assign site types to existing sites. Review the following screen components to become familiar with the related tasks. Assign Site Types Screen Definitions Site ID Site Name Parent Site Site Type Displays the ID number assigned to each site. Displays the name assigned to each site. Displays the name of the parent site assigned to each site. Choose a site type from a drop-down list of types defined on the Site Types screen Sites Management (100008) Assign Site Types (100207)

65 Assign Site Types 1. Go to System Management > Sites Management > Assign Site Types (100207). The Assign Site Types screen displays. 2. Click the site for which to change the site type assignment. 3. Choose the new assignment from the Site Type drop-down list. 4. Click Save. Figure 3-3: Assign Site Types Screen Setup Serving Periods (100208) Refer to the following topics for information on this feature. WHAT IS THIS? HOW DO I? Setup Serving Periods Screen Definitions (100208) page 3-45 Add Serving Periods page 3-46 Edit Serving Periods page 3-46 Delete Serving Periods page 3-46 On the Setup Serving Periods screen, you can add, edit, and delete serving periods and meal conversion factors used to describe serving periods for menu items, general item sales, and reporting purposes. Serving periods are shown in the order assigned here. Setup Serving Periods Screen Definitions (100208) Review the following screen components to become familiar with the related tasks. Setup Serving Periods Screen Definitions Description Period Type Conversion Factor Abbreviation Enter the description of the serving period for the site. Enter the period type for the serving period for the site. Enter the conversion factor for meal types for the site. Enter an abbreviation for the serving period. Sites Management (100008) Setup Serving Periods (100208) 3-45

66 Add Serving Periods 1. Go to System Management > Sites Management > Setup Serving Periods (100208). The Setup Serving Periods screen displays. 2. Click New. A new line is added to the Serving Periods list. 3. Enter the name of the new serving period in the Description column. 4. Choose the serving period type from the Period Type drop-down list. 5. Enter the conversion factor to be used in reports in the Conversion Factor field. 6. Click Assign to Sites. The Site Selection by Site Group and Site Type screen displays. 7. Click the sites that have the new serving period. 8. Click OK. 9. Click Save. Edit Serving Periods 1. Go to System Management > Sites Management > Setup Serving Periods (100208). The Setup Serving Periods screen displays. 2. Click the record. 3. Make the required edits. 4. Click Save. Delete Serving Periods 1. Go to System Management > Sites Management > Setup Serving Periods (100208). The Setup Serving Periods screen displays. 2. Click the record. 3. Click Delete. A confirmation message displays. 4. Click Yes. 5. Click Save. Ordering Points (100209) Refer to the following topics for information on this feature. WHAT IS THIS? HOW DO I? Ordering Points Query Screen Definitions (100209) page 3-47 Ordering Points Details Screen Definitions (100210) page 3-47 Add Ordering Points page 3-47 Edit Ordering Points page 3-47 Delete Ordering Points page 3-48 On the Ordering Points screen, you can set up remote locations to receive orders placed for a site. For example, a mobile unit may place an order that they pick up at a remote location Sites Management (100008) Ordering Points (100209)

67 Ordering Points Query Screen Definitions (100209) On the Ordering Points query screen, you can search for existing ordering points and to create new ones. Review the following screen components to become familiar with the related tasks. Ordering Points Query Screen Definitions Name Description Search Reset Enter any part of the ordering point name(s) to find. Enter any part of the description of the ordering point(s) to find. Click to update the bottom portion of the Site Groups query screen to display a list of sites matching the search criteria specified in the Search Criteria section. Click to clear the search criteria entered in the Search Criteria section and refresh the list to display all sites. Ordering Points Details Screen Definitions (100210) On the Ordering Points details screen, you can set up and edit ordering points. Review the following screen components to become familiar with the related tasks. Ordering Points Details Screen Definitions Name Description External ID Available Sites Section Selected Sites Section Selected ordering point's name. Selected ordering point's description. Selected ordering point's external ID used for exchanging data with external systems. Displays a list of sites that can be assigned to the selected ordering point. Displays a list of sites that are assigned to the selected ordering point. Add Ordering Points 1. Go to System Management > Sites Management > Ordering Points (100209). The query screen displays. 2. Click New. The details screen displays. 3. Enter the information in the Name and Description field. 4. Enter the external ID in the External ID field, if needed. 5. Use the Mover Control to move the desired records to the Selected section. 6. Click Save. Edit Ordering Points 1. Go to System Management > Sites Management > Ordering Points (100209). The query screen displays. 2. Search for and double-click the record. The details screen displays. 3. Make the required edits. 4. Click Save. Sites Management (100008) Ordering Points (100209) 3-47

68 Delete Ordering Points On the Ordering Points query screen, you can only delete ordering points that are not assigned to a site. 1. Go to System Management > Sites Management > Ordering Points (100209). The query screen displays. 2. Click the record. 3. Click Delete. A confirmation message displays. 4. Click Yes. 5. Click Save. Setup System Passwords (100701) Refer to the following topics for information on this feature. WHAT IS THIS? HOW DO I? Setup System Passwords Screen Definitions (100701) page 3-48 Set up System Password page 3-48 On the Setup System Passwords screen, you can set up unique passwords for specific operations and choose whether to make these operations available to any user with the proper permissions. Setup System Passwords Screen Definitions (100701) Review the following screen components to become familiar with the related tasks. Setup System Passwords Screen Definitions Site Password Type Description Column Password Column Allow Any Cleared User Column Click a site for which to display password protected operations. Displays the operations that can be password protected. Enter a password for operations that require password protection. Mark operations that can be executed by any user with the proper permissions. Set up System Password 1. Go to System Management > Sites Management > Setup System Passwords (100701). The Setup System Passwords screen displays. 2. Click the function for which passwords are to be set up in the system passwords table. 3. Enter a Password for each operation that requires password protection. 4. Select the checkbox in the Allow Any Cleared User column for each operation that can be executed by any user with the proper permissions. 5. Click Save Sites Management (100008) Setup System Passwords (100701)

69 Setup Districts (100506) Refer to the following topics for information on this feature. WHAT IS THIS? HOW DO I? Setup Districts Screen Definitions (100506) page 3-49 Add a Local District, Board District, or AFSS page 3-50 Edit a Local District, Board District, or AFSS page 3-50 Remove a Local District, Board District, or AFSS page 3-51 NOTE Initially, all sites are assigned to None. None cannot be removed. On the Setup Districts screen, you can set up your Local District, Board District, and Area Food Service Supervisor (AFSS) information and assign them to the sites. Setup Districts Screen Definitions (100506) Refer to the following topics for information on this feature. Local District Tab page 3-49 Board District Tab page 3-49 AFSS Tab page 3-50 RELATED TOPICS Local District Tab Review the following screen components to become familiar with the related tasks. Setup District Screen - Local District Tab Description Add Item Remove Item Available Sites Selected Sites Displays the name of the Local District. Click to add a Local District. Click to remove the highlighted Local District. Displays a list of sites that can be assigned to the selected Local District. Displays a list of sites that are assigned to the selected Local District. Board District Tab Review the following screen components to become familiar with the related tasks. Setup District Screen - Board District Tab Description Add Item Remove Item Displays the name of the Board District. Click to add a Board District. Click to remove the highlighted Board District. Sites Management (100008) Setup Districts (100506) 3-49

70 Setup District Screen - Board District Tab Available Sites Selected Sites Displays a list of sites that can be assigned to the selected Board District. Displays a list of sites that are assigned to the selected Board District. AFSS Tab Review the following screen components to become familiar with the related tasks. Setup District Screen - AFSS Tab Description Add Item Remove Item Available Sites Selected Sites Displays the name of the AFSS. Click to add a AFSS. Click to remove the highlighted AFSS. Displays a list of sites that can be assigned to the selected AFSS. Displays a list of sites that are assigned to the selected AFSS. Add a Local District, Board District, or AFSS 1. Go to System Management > Sites Management > Setup Districts (100506). The Setup Districts screen displays. 2. Click the Local District, Board District, or AFSS tab. 3. Click Add Item. 4. Enter the name of the Local District, Board District, or AFSS. 5. Use the Mover Control to move the desired sites to the Selected section. 6. Click Save. Edit a Local District, Board District, or AFSS 1. Go to System Management > Sites Management > Setup Districts (100506). The Setup Districts screen displays. 2. Click the Local District, Board District, or AFSS you want to edit. 3. Make the applicable edits. 4. Click Save Sites Management (100008) Setup Districts (100506)

71 Remove a Local District, Board District, or AFSS 1. Go to System Management > Sites Management > Setup Districts (100506). The Setup Districts screen displays. 2. Click the Local District, Board District, or AFSS you want to delete. 3. Click Remove Item. NOTE If there are sites assigned to the Local District, Board District, or AFSS you want to delete, the system displays a warning message. If you click OK, the item is deleted and the sites assigned to it are reset back to the Available Sites. If you click Cancel, the item is not deleted. 4. Click Save. Sites Management (100008) Setup Districts (100506) 3-51

72 Notes...a 3-52 Sites Management (100008) Setup Districts (100506)

73 GLOBAL SYSTEM SETUP (100009) Chapter 4 Overview Review the following topics to become familiar with this feature. RELATED TOPICS Global System Options (100300) page 4-1 Setup Task Lists (100302) page 4-4 Announcements (100303) page 4-10 Work Assignments (100304) page 4-12 COA Code Segments (100306) page 4-13 Chart of Accounts (100307) page 4-14 Hardware Device Configuration (100309) page 4-16 Advanced Configuration (100503) page 4-19 From the Global System Setup main menu you can set up various system options and features. User group rights, site management level assignment, and data ownership rights determine whether users can access these options. Global System Options (100300) Refer to the following topics for information on this feature. WHAT IS THIS? HOW DO I? System Wide Tab page 4-2 Inventory Tab page 4-2 Procurement Tab page 4-3 Menu Planner Tab page 4-3 Edit Global System Options page 4-4 From the Global System Options main menu you can configure options that govern general behavior of various system-wide functions for all of your sites. There are four tabs on the Global System Options screen. You can set up a specific set of options on each tab. Global System Setup (100009) Overview 4-1

74 System Wide Tab From the System Wide tab you can set up options that affect every module in your system. Review the following screen components to become familiar with the related tasks. Global System Options Screen System Wide Tab Definitions Display Parent Site in Site Selection Screens Use Production when creating POS Menu Palettes Display time in system in Select Style Settings Report Disclaimer Form Disclaimer Select to display the parent site on site selection screens. Select to update POS menu palettes based on production. If this option is not selected, POS menu palettes are updated based on scheduled menus. Click whether time is displayed in 12 hour format or 24 hour format. Click to change the style settings, including screen colors and fonts. Enter custom text to be printed in the footer of each report. Enter text to specify a global message (such as the For Official Use Only disclaimer) that displays in the title bar of every form. Inventory Tab From the Inventory tab you can set up options that affect your Inventory module. Review the following screen components to become familiar with the related tasks. Global System Options Screen Inventory Tab Definitions Allow Multiple Linking to Nutrition Links Allow Setting of Preferred Item at Site Allow Received Quantities To Be Different From Sent Quantities in Stock Transfers Allow Addition/Substitution of Items During Receipt of Ordered Goods Include Stock Transfers in Perpetual Inventory Value and On Hand Reports Display Consolidated Weight As Select to associate stock items with different broken unit sizes with the same nutrition values, enabling you to set up menu plans and recipes with the same nutrition links and to enable the system to substitute the preferred stock number for the item during ordering and production. This option cannot be turned off if one or more nutrition link food items is linked to multiple stock numbers. When this option is selected, the Allow Setting of Preferred Item at Site option becomes active. Select to permit bottom management level sites to specify their own preferred stock item when multiple stock items are linked to the same nutrition link food item. Select to permit sites to change the quantity received for items being received during a stock transfer to an amount less than the amount sent. Select to allow items to be added or substituted when receiving ordered goods. Select to permit items assigned to issued stock transfers that have not been received yet to be included in the On Hand and Perpetual Inventory Value reports. Choose the common measure to which stock items are converted for calculation of total weight for orders. 4-2 Global System Setup (100009) Global System Options (100300)

75 Global System Options Screen Inventory Tab Definitions Volume Measure Text Number of Decimal Places for Setup of Case Weight Number of Decimal Places for Receiving By Weight Allowed Transaction Types During Receipt of Ordered Goods Enter the label to be used when displaying volume for inventory items. Click how many decimal places the case weight is rounded by. Click how many decimal places the weight quantity received is rounded by. Select the transactions that you allow your sites to perform when receiving. The marked transactions display on the Transaction Type drop-down list on the Back of the House > Inventory Management > Receiving and Stock Transfers query screen (110004). Procurement Tab From the Procurement tab you can set up options that affect your Procurement module. Review the following screen components to become familiar with the related tasks. Global System Options Screen Procurement Tab Definitions Use Ordering Points Make No the default button when prompting user to complete a Shopping List Calculate delivery date for Shopping Lists by searching forward from Order Date Select to set up additional locations to receive orders placed for a site. For example, a mobile unit may place an order that they pick up at a remote location. Select to set the default answer as No to the question Do you want to complete the shopping list that displays after you save a Shopping List record (120100/120110). The option helps prevent a user from completing a shopping list mistakenly by clicking the default answer, Yes. Select this option to get a list of items that should be delivered based on the date they were ordered. Menu Planner Tab From the Menu Planner tab you can set up options that affect your Menu Planner module. Review the following screen components to become familiar with the related tasks. Global System Options Screen Menu Planner Tab Definitions Add Items to Recipes and Menus by Nutrition Link Only Use Production Measures Select to permit items to be added to recipes and menus by nutrition link only. Select to use the production measures throughout the system. When the option is selected, you can enter local nutrition link measures and use these measures to calculate the gram weight. Global System Setup (100009) Global System Options (100300) 4-3

76 Edit Global System Options 1. Go to System Management > Global System Setup > Global System Options (100300). The Global System Options screen displays. 2. Make the required edits. 3. Click Save. Setup Task Lists (100302) Refer to the following topics for information on this feature. WHAT IS THIS? HOW DO I? Setup Task Lists Query Screen Definitions (100302) page 4-4 Setup Task Lists Details Screen Definitions (100310) page 4-5 Add Task Groups page 4-6 Add Tasks to a Task Group page 4-7 Add Steps to a Task page 4-7 Copy Preloaded Tasks page 4-7 Set Up Task Recurrences page 4-8 Assign a User Group to a Task Group page 4-9 Edit Task Groups page 4-9 Delete Task Groups page 4-9 From the Setup Task Lists main menu a management level user can set up a personalized group of tasks for a specific group of users. These tasks display on the Home Page menu based on task assignments for the user that is logged in at the time. Each task group contains at least one task with at least one process or step to complete. The task is a description of what needs to be accomplished, like Complete Physical Inventory. A process or step is the actual action item that needs to be performed, like Print Inventory Adjustment Log. Setup Task Lists Query Screen Definitions (100302) From the Setup Task Lists query screen, a management level user can search for existing task lists and create new ones. Review the following screen components to become familiar with the related tasks. Setup Task Lists Query Screen Definitions Task Groups Search Reset Task Groups List Enter any part of the task group name(s) to find. Click to update the bottom portion of the Setup Task Lists query screen to display a list of sites matching the search criteria specified in the Search Criteria section. Click to clear the search criteria entered in the Search Criteria section and to refresh the list to display all task groups. Displays a list of results that satisfy the search criteria. 4-4 Global System Setup (100009) Setup Task Lists (100302)

77 Setup Task Lists Details Screen Definitions (100310) Review the following screen components to become familiar with the related tasks. Task Management Tab page 4-5 RELATED TOPICS Assign Task Group to User Groups Tab page 4-6 The Setup Task Lists details screen allows a management level user to set up a personalized group of tasks for a specific group of users. Setup Task Lists Details Screen Definitions Task Group Name Enter the name of the selected task group. Task Management Tab The Task Management tab displays tasks set up for the selected task group. Review the following screen components to become familiar with the related tasks. Setup Task Lists Details Screen Task Management Tab Definitions Up and Down Arrows (top) Copy Preloaded Tasks Setup Task Recurrences Add Task Delete Task Up and Down Arrows (bottom) Task/Step Preview Section Add Step Delete Step Click to change the order sequence for the tasks displayed in the Tasks Table. Click to copy preloaded tasks and related steps to the Tasks Table. Click to set up a selected task to be a recurring task. Click to add a task to the Tasks Table. Click to delete a task from the Tasks Table. Click to change the order sequence for the steps. Displays the Step Name and Step Long Description for the selected step. Displays in the bottom left corner. Click to add a step to the task. Click to delete a step from the task. Tasks Table: Task Name Column Due Date Column Start Date Column Expires In Days Column Sequence Column Enter the description for the task that is displayed on the Home Page menu. Enter the date the task is due. Enter the date the task should start. Enter the number of days before the task expires. Enter the order the task is displayed on the Home Page menu. Processes Table: Process Column Step Name Column Step Long Description Column Enter all the processes that have been assigned as different steps for the selected task. Enter the name of the process. Enter a description of the process. Global System Setup (100009) Setup Task Lists (100302) 4-5

78 Setup Task Lists Details Screen Task Management Tab Definitions Sequence Column Enter the order in which the steps should be performed. Assign Task Group to User Groups Tab The Assign Task Group to User Groups tab displays a list of user groups assigned to the task group. Review the following screen components to become familiar with the related tasks. Setup Task Lists Details Screen Assign Task Group to User Group Tab Definitions Available User Groups Section Selected User Groups Section Displays a list of user groups that can be assigned to the task group. Displays a list of user groups that are assigned to the task group. Add Task Groups 1. Go to System Management > Global System Setup > Setup Task Lists (100302). 2. Click New. The details screen displays a blank record. 3. Enter the name of the new task group in the Task Group Name field. 4. Click Add Task. 5. Enter the name of the new task in the Task Name column. 6. Click Setup Task Recurrences. The Task Recurrences screen displays. Figure 4-1: Task Recurrences Screen 7. Choose the recurrence frequency from the Recurrence Type drop-down list. 8. Enter the number of days in advance to show the task in the Number of Days In Advance to show Tasks Prior to Start field if needed. 9. Set up the days of the week or month for the task if needed. 10. Click an option in the Move task when task occurs on non-operational day section. 11. Click OK. The details screen displays. 12. Click Add Step. 13. Enter the process number for the new task in the Process column. 14. Enter the description of the task in the Step Long Description column. 15. Press Tab. 4-6 Global System Setup (100009) Setup Task Lists (100302)

79 16. Click the Assign Task Group to User Groups tab. 17. Use the Mover Control to move the desired records to the Selected section. 18. Click Save. Add Tasks to a Task Group The tasks will display on the Home Page in the task sequence defined. 1. Go to System Management > Global System Setup > Setup Task Lists (100302). 2. Search for and double-click the record. The details screen displays. 3. Click the Task Management tab. 4. Click Add Task. A line is added in the Tasks Table. 5. Enter a short description for the task in the Task Name field. 6. Choose the date that the task is due to be completed from the Due Date drop-down calendar. 7. Choose the date that the task should start from the Start Date drop-down calendar. 8. Choose the number of days before the task expires from the Expires In Days scroll box. The next available sequence number is assigned to the task in the Sequence field. 9. Click Save. Add Steps to a Task The steps display on the Home Page in the step sequence defined. 1. Go to System Management > Global System Setup > Setup Task Lists (100302). 2. Search for and double-click the record. The details screen displays. 3. Click the Task Management tab. 4. Click a task. 5. Click Add Step. A new line appears in the Process Table. 6. Click the Process browse button. A Process Selection screen displays. 7. Choose which process number is associated with the step. The screen name assigned to that process number automatically displays in the Step Name field. 8. Edit the Step Name field, if needed. 9. Enter a more detailed description in the Long Description field. The next available step number is assigned to the step in the Sequence field. 10. Click Save. Copy Preloaded Tasks 1. Go to System Management > Global System Setup > Setup Task Lists (100302). The query screen displays. 2. Search for and double-click the record your tasks are assigned to. The details screen displays. 3. Click the task from the Task Table. 4. Click Copy Preloaded Tasks. The preloaded tasks and related steps are copied to the Tasks Table. 5. Edit the tasks and processes as appropriate. 6. Click Save. Global System Setup (100009) Setup Task Lists (100302) 4-7

80 Set Up Task Recurrences 1. Go to System Management > Global System Setup > Setup Task Lists (100302). The query screen displays. 2. Double-click the task group that contains the task you want to set to recur. The details screen displays. 3. Click the task in the Tasks Table to set up as a recurring task. 4. Click Setup Task Recurrences. The Task Recurrences screen displays. 5. Edit the Task Name, if desired. 6. Choose how often you want the task to recur from the Recurrence Type drop-down list. The Task Recurrences screen changes accordingly. 7. Choose a new start date from the Start Date field, if needed. 8. Change the number of days in which the task expires from the Tasks Expires scroll box. 9. Use the following information to complete the task. Setting up daily recurrence Setting up weekly recurrence Setting up monthly recurrence IF a. Click OK. THEN a. Click the number of days prior to the start date that the task should be displayed from the Number of Days in Advance to show Tasks Prior to Start scroll box. If there is no start date specified, then the due date is used instead. b. Select each day in the Setup by Day of Week section in which the task should recur. c. In the Move task when task occurs on non-operational day section, select where the task should be moved to the closest operational day before or after the scheduled due date. d. Click OK. a. Click the number of days prior to the start date that the task should be displayed from the Number of Days in Advance to show Tasks Prior to Start box. If there is no start date specified, then the due date is used instead. b. Choose the day of the month the task is set to recur from the Day of Month scroll box or select Last day of Month to schedule for the last day of each month. c. In the Move task when task occurs on nonoperational day section, select where the task should be moved to the closest operational day before or after the scheduled due date. d. Click OK. 10. Click Save. 4-8 Global System Setup (100009) Setup Task Lists (100302)

81 Assign a User Group to a Task Group 1. Go to System Management > Global System Setup > Setup Task Lists (100302). The query screen displays. 2. Search for and double-click the task group you wish to assign. The details screen displays. 3. Click the Assign Task Group to User Groups tab. 4. Click the user group you want to assign the task group to. 5. User the Mover Control to move the user group to the Selected area. NOTE A user group can be assigned to an unlimited number of task groups. 6. Click Save. Edit Task Groups 1. Go to System Management > Global System Setup > Setup Task Lists (100302). The query screen displays. 2. Search for and double-click the record. The details screen displays. 3. Make the required edits. 4. Click Save. Delete Task Groups 1. Go to System Management > Global System Setup > Setup Task Lists (100302). The query screen displays. 2. Click the record. 3. Click Delete. A confirmation message displays. 4. Click Yes. 5. Click Save. Global System Setup (100009) Setup Task Lists (100302) 4-9

82 Announcements (100303) Refer to the following topics for information on this feature. WHAT IS THIS? HOW DO I? Announcements Screen Definitions (100303) page 4-10 Add Announcements page 4-10 Edit Announcements page 4-11 Delete Announcements page 4-12 Using this feature, a user at the management level can create and assign an announcement to the Home Page for all sites, groups of sites, or individual sites; or for all user groups or individual user groups. The sites can view the announcement but not reply. Announcements Screen Definitions (100303) On the Announcements screen, you can create announcements to display on the Home Page. You can also access this screen at the Management Level by selecting Announcement Management on the Home Page menu. Review the following screen components to become familiar with the related tasks. Announcements Screen Definitions Announcement Sites User Group Expiration Created On Popup Enter the text of the announcement. Click the sites that should receive the announcement. Click the user groups that should see the announcement. Set the latest date that the announcement should be seen. Enter the date on which the announcement was created. Click to display a screen containing the announcement when a user logs on to the site. To begin using the software, the user must click OK to dismiss the announcement screen. Add Announcements When you add an announcement, it displays on the homepage for the specified sites and user groups. Goals and deadlines can be added to these announcements. Posting announcements benefits communication and helps to ensure all employees understand their objectives and are aware of news that affects them. 1. Go to System Management > Global System Setup > Announcements (100303). The query screen displays. 2. Click New. 3. Enter the text of the new announcement in the Announcement column Global System Setup (100009) Announcements (100303)

83 4. Click the Browse button in the Sites column for the new announcement. The Site Selection by Site Group and Site Type screen displays. 5. Select the check boxes for the sites that should receive the new announcement. 6. Click OK. The Announcements screen displays. Figure 4-2: Site Selection by Site Group and Site Type Screen 7. Click the Browse button in the User Groups column for the new announcement. The User Group Selection screen displays. Figure 4-3: User Group Selection Screen 8. Select the check boxes for the user groups that should receive the new announcement. 9. Click OK. 10. Enter the date that the new announcement expires in the Expiration column. 11. Select Popup if you want the announcement to display in a popup screen when users log on to the system. 12. Click Save. Edit Announcements 1. Go to System Management > Global System Setup > Announcements (100303). The Announcements screen displays. 2. Click the record. 3. Make the required edits. 4. Click Save. Global System Setup (100009) Announcements (100303) 4-11

84 Delete Announcements 1. Go to System Management > Global System Setup > Announcements (100303). The Announcements screen displays. 2. Click the record. 3. Click Delete. A confirmation message displays. 4. Click Yes. 5. Click Save. Work Assignments (100304) Refer to the following topics for information on this feature. WHAT IS THIS? HOW DO I? Work Assignments Screen Definitions (100304) page 4-12 Add Work Assignments page 4-12 Edit Work Assignments page 4-13 Delete Work Assignments page 4-13 On the Work Assignments screen, you can define standard work assignments that can be assigned to employees on the production schedule in the Production module. Work Assignments Screen Definitions (100304) From the Work Assignments screen you can define standard work assignments that can then be assigned to employees on the production schedule in the Production module. Review the following screen components to become familiar with the related tasks. Work Assignments Screen Definitions Work Assignment Description Enter a description of the task that is completed when this work assignment is completed. Add Work Assignments By adding work assignments, you define standard work assignments that can be assigned to employees on the production schedule in the Production module. 1. Go to System Management > Global System Setup > Work Assignments (100304). The Work Assignments screen displays. 2. Click New. 3. Enter the name of the new work assignment in the Work Assignment Description column for the new assignment. 4. Click Save. The Site Selection screen displays. 5. Mark the check boxes for the sites that have the new work assignment. 6. Click OK Global System Setup (100009) Work Assignments (100304)

85 Edit Work Assignments 1. Go to System Management > Global System Setup > Work Assignments (100304). The Work Assignments screen displays. 2. Click the record. 3. Make the required edits. 4. Click Save. Delete Work Assignments 1. Go to System Management > Global System Setup > Work Assignments (100304). The Work Assignments screen displays. 2. Click the record. 3. Click Delete. A confirmation message displays. 4. Click Yes. 5. Click Save. COA Code Segments (100306) Refer to the following topics for information on this feature. WHAT IS THIS? HOW DO I? COA Code Segments Screen Definitions (100306) page 4-13 Add COA Code Segments page 4-14 Edit COA Code Segments page 4-14 Delete COA Code Segments page 4-14 From the COA Code Segments screen you can set up the default segment definitions used during the creation of Chart of Account (COA) codes, maintaining consistent segment definitions for all COA codes. COA Code Segments Screen Definitions (100306) From the COA Code Segments screen you can set up the default segment definitions used during the creation of Chart of Account (COA) codes. Review the following screen components to become familiar with the related tasks. COA Code Segments Screen Definitions Segment Name Type Segment Positive/Value Length Displays a description of the segment. Displays whether the segment is a fixed value in the COA code or is a specific position location in the COA code. Displays the fixed value or specific position location in the COA code. Displays the length of the fixed value or specific position location in the COA code. Global System Setup (100009) COA Code Segments (100306) 4-13

86 Add COA Code Segments 1. Go to System Management > Global System Setup > COA Code Segments (100306). The COA Code Segments screen displays. 2. Click New. A new line is added to the COA Code Segments screen. 3. Enter the information for the new COA code segment in the new line. 4. Click Save. Edit COA Code Segments 1. Go to System Management > Global System Setup > COA Code Segments (100306). The COA Code Segments screen displays. 2. Click the COA code segment to be edited. 3. Make the required edits. 4. Click Save. Delete COA Code Segments 1. Go to System Management > Global System Setup > COA Code Segments (100306). The COA Code Segments screen displays. 2. Click the record. 3. Click Delete. A confirmation message displays. 4. Click Yes. 5. Click Save. Chart of Accounts (100307) Refer to the following topics for information on this feature. WHAT IS THIS? HOW DO I? Chart of Accounts Query Screen Definitions (100307) page 4-15 COA Code Maintenance Screen Definitions (100022) page 4-15 Add Chart of Accounts Codes page 4-16 Edit Chart of Accounts Codes page 4-16 Delete Chart of Accounts Codes page 4-16 On the Chart of Accounts screens, you can define and maintain COA codes. COA codes are used to classify expenditures into account codes that are used by your accounting department for their general ledgers Global System Setup (100009) Chart of Accounts (100307)

87 Chart of Accounts Query Screen Definitions (100307) From the Chart of Accounts query screen, you can define and maintain Chart of Account codes. Chart of Accounts are used to classify expenditures into account codes that are used by your accounting department for their general ledgers. Review the following screen components to become familiar with the related tasks. Chart of Accounts Screen Definitions COA Code Description Search Reset COA Code Column Description Column Enter all or part of the COA codes for which to search. Enter all or part of the description of the COA codes for which to search. Click to search for COA codes meeting the search criteria. Click to clear previously entered criteria. Displays the COA codes that meet the search criteria. Displays the descriptions of the COA codes that meet the search criteria. COA Code Maintenance Screen Definitions (100022) From the COA Code Maintenance screen, you can view the details for or edit a specific COA code. Review the following screen components to become familiar with the related tasks. COA Code Maintenance Screen Definitions Chart of Account Code Description Account Type Segment Name Column Type Column Segment Position/Value Column Length Column Add Item Remove Item Displays the selected COA code. Displays the description of the selected COA code. Displays whether the selected COA code is a credit or debit account. Displays the name of each COA code segment assigned to the selected COA code. Displays the type assigned to each COA code segment assigned to the selected COA code. Displays the position or value assigned to each COA code segment assigned to the selected COA code. Displays the length of each COA code segment assigned to the selected COA code. Click to add a COA code segment definition. Click to delete a COA code segment definition. Global System Setup (100009) Chart of Accounts (100307) 4-15

88 Add Chart of Accounts Codes COA codes are used to classify expenditures into account codes that are used by your accounting department for their general ledgers. 1. Go to System Management > Global System Setup > Chart of Accounts (100307). The query screen displays. 2. Click New. The details screen displays. The Define Segments section contains the segments entered on the COA Code Segments screen. 3. Enter the COA code in the Chart of Account Code field. 4. Enter the description of the COA code in the Description field. 5. In the Account Type section, choose whether the account is credit or debit. 6. Edit the segments in the Define Segments section, if necessary. 7. Do you want to add a new segment? If yes, click Add Item. A new line is added to the bottom of the table. Continue to step 8. If no, skip to step Enter the information in the table. 9. Click Save. Edit Chart of Accounts Codes 1. Go to System Management > Global System Setup > Chart of Accounts (100307). The query screen displays. 2. Search for and double-click the record. The details screen displays. 3. Make the required edits. 4. Click Save. Delete Chart of Accounts Codes 1. Go to System Management > Global System Setup > Chart of Accounts (100307). The query screen displays. 2. Click the record. 3. Click Delete. A confirmation message displays. 4. Click Yes. 5. Click Save. Hardware Device Configuration (100309) Refer to the following topics for information on this feature. WHAT IS THIS? HOW DO I? Hardware Device Configuration Query Definitions (100309) page 4-17 Hardware Device Configuration Details Definitions (100319) page 4-17 Add Hardware Device Configurations page 4-18 Edit Hardware Device Configurations page 4-18 Delete Hardware Device Configurations page 4-18 From the Hardware Device Configuration screens you can configure hardware devices for use at the point of service Global System Setup (100009) Hardware Device Configuration (100309)

89 Hardware Device Configuration Query Definitions (100309) From the Hardware Device Configuration query screen, you can configure hardware devices for use at the point of service. Review the following screen components to become familiar with the related tasks. Hardware Device Configuration Query Screen Definitions Device Name Search Reset Device Name Column Connection Settings Column Disabled Column Enter any part of the name of the device to find. Click to update the bottom portion of the Hardware Device Configuration query screen to display a list of devices matching the search criteria specified in the Search Criteria section. Click to clear the search criteria entered in the Search Criteria section and to refresh the list to display all devices. Displays the name of the device. Displays the settings required for the selected hardware device to connect. Displays whether the device is disabled. Select to disable. Hardware Device Configuration Details Definitions (100319) From the Hardware Device Configuration details screen, you can configure hardware devices for use at the point of service. Review the following screen components to become familiar with the related tasks. Hardware Device Configuration Details Definitions Device: Device Name Device Port Device Disabled Advanced Settings: Connection Settings Device Settings Displays the description of the selected configured hardware device. Displays the hardware type of the selected configured hardware device. Choose from the drop-down list to change the hardware type. Displays the COMM port the selected configured hardware device connects to. Choose from the drop-down list to change the port. Displays whether the selected configured hardware device should be used. Select to disable the device. Displays the settings required for the selected hardware device to connect. Displays the specific device settings for the selected hardware device. Device Tasks: Global System Setup (100009) Hardware Device Configuration (100309) 4-17

90 Hardware Device Configuration Details Definitions Available Tasks Section Selected Tasks Section Displays a list of tasks that can be assigned to the selected configured hardware device. The list of available tasks changes depending on the hardware device that is selected. For example, if a cash drawer is selected as the hardware device, then only tasks that can be performed by a cash drawer are listed. Displays a list of tasks that are assigned to the selected configured hardware device. Use the Mover Control to move the desired records to the Selected section. Add Hardware Device Configurations 1. Go to System Management > Global System Setup > Hardware Device Configuration (100309). The Hardware Device Configuration query screen displays. 2. Click New. The details screen displays. 3. Enter a name in the Device Name field. 4. Choose the appropriate hardware device from the Device drop-down list. The Advanced Settings section is populated with the information related to this device. 5. Enter or select the appropriate COMM port in the Port drop-down list. 6. Mark Device Disabled, if appropriate. 7. Use the Mover Control to move the desired records to the Selected section. 8. Click Save. Edit Hardware Device Configurations 1. Go to System Management > Global System Setup > Hardware Device Configuration (100309). The query screen displays. 2. Search for and double-click the record. The details screen displays. 3. Make the required edits. 4. Click Save. Delete Hardware Device Configurations 1. Go to System Management > Global System Setup > Hardware Device Configuration (100309). The query screen displays. 2. Click the record. 3. Click Delete. A confirmation message displays. 4. Click Yes. 5. Click Save Global System Setup (100009) Hardware Device Configuration (100309)

91 Advanced Configuration (100503) Review the following screen components to become familiar with the related tasks. RELATED TOPICS Edit Configuration File (100504) page 4-19 Click the Edit Configuration File menu option to update administrative settings for the configuration file that drives the internal application. Edit Configuration File (100504) Refer to the following topics for information on this feature. WHAT IS THIS? HOW DO I? Explorer Section Tab page 4-19 Framework Section Tab page 4-20 Edit the Configuration File page 4-21 From the Edit Configuration File screen, you can update administrative settings for the configuration file that drives the internal workings of the application. Explorer Section Tab This section displays the basic settings for your application. Review the following screen components to become familiar with the related tasks. Edit Configuration File Screen Explorer Section Tab Definitions Brand Installation Type Reports Folder Help Folder License Folder Click the software brand. Changing this setting can change the look and feel of the running application and can control what features are available. This setting should not be changed or the application may behave unexpectedly. Click the software installation type. This setting represents the hierarchical context in which the application is running. You can choose the appropriate type (Management Level, Central Kitchen, Central Warehouse, Base Kitchen, Site or Terminal) from the Installation Type drop-down list. Enter the location of the report files. This should be entered as a relative path to allow for the automatic update model to work properly. Enter the location of the help files. This should be entered as a relative path to allow for the automatic update model to work properly. Enter the initial location where the application looks for a license file. Global System Setup (100009) Advanced Configuration (100503) 4-19

92 Framework Section Tab The Framework Section tab displays the basic connection settings that are used generically throughout all Horizon Software products. Review the following screen components to become familiar with the related tasks. Application Root Logging Directory Trace File Name Trace Level Tracing Enabled Encrypt DBConnection Edit Configuration File Screen Framework Section Tab Definitions Enter the root location where the application is installed. Enter the directory where any trace files or exception files are written. Enter the name of the trace file that is created. This is helpful to view what may be taking place within the application. Click the amount of data that is written to the trace file. You can choose the appropriate level (Off, Error, Warning, Info or Verbose) from the Trace Level drop-down list. This setting should be configured at Warning for Production installations unless you want to change the setting to help troubleshoot a problem. Selecting Verbose causes a large amount of data to be written to the trace file. Select to write the information to the trace file, regardless of the Trace Level selection. If the Tracking Enabled option is cleared, then no information is written to the trace file. Select to write the information contained in the Database Connection as an encrypted value in the actual configuration file. If the Encrypt DBConnection option is cleared, the information displays in plain readable text. # of Trace Files Enter the number of trace files to be maintained at any one time. The number of trace files can grow to be rather large. To prevent the application from continuing to write these indefinitely, you can specify the maximum number of files to maintain. Once that number is reached, then the oldest file is dropped when a new file is created. Trace File Size Database Connection Enterprise ID Machine ID Location ID Enter the maximum file size for an individual trace file before a new file is created. It is a good idea to limit this setting to a manageable file size so that it does not take a long time to open the file. For instance, it is easier on the computer to open a 10mb file as opposed to a 100mb file. Enter the appropriate information required to successfully connect to the database. Whether this information displays as encrypted or readable text is controlled by the selection made for the Encrypt DBConnection option. Enter the name that Horizon Software uses to identify the customer's facility. Enter the name that Horizon Software uses to identify a customer's specific individual installation. This is used to help pinpoint problems that a particular running application may be experiencing. Enter the location for the specific individual Installation Global System Setup (100009) Advanced Configuration (100503)

93 Proxy Server Proxy Port Edit Configuration File Screen Framework Section Tab Definitions Enter either the name or IP address that is used if the environment requires the use of a Proxy to connect to a device outside of their network. Enter the port number that is used if the environment requires the use of a Proxy to connect to a device outside of their network. If there is no Proxy Server identified, then this value should be set to -1. Edit the Configuration File 1. Go to System Management > Global System Setup > Advanced Configuration > Edit Configuration File (100504). The Edit Configuration File screen displays. 2. Make the required edits. 3. Click Save. NOTE The changes you made are not effective until you exit and restart. Global System Setup (100009) Advanced Configuration (100503) 4-21

94 Notes...a 4-22 Global System Setup (100009) Advanced Configuration (100503)

95 REPORTING SETUP (100010) Chapter 5 Overview Review the following topics to become familiar with this feature. RELATED TOPICS Reporting Periods Setup (100400) page 5-1 Report Types (100401) page 5-2 Letters (100404) page 5-5 (for school applications only) Setup KPI (Key Performance Indicator) (100410) page 5-8 Reporting Periods Setup (100400) Refer to the following topics for information on this feature. WHAT IS THIS? HOW DO I? Reporting Periods Setup Screen Definitions (100400) page 5-1 Add a Reporting Period page 5-1 Edit a Reporting Period page 5-2 Delete a Reporting Period page 5-2 From Reporting Periods Setup, you can define reporting periods to allow the user to select a predetermined date range when running a report. Reporting Periods Setup Screen Definitions (100400) On the Reporting Periods Setup screen, you can define reporting periods for running reports. Review the following screen components to become familiar with the related tasks. Reporting Periods Setup Screen Definitions Description Begin Date End Date Displays the description of the reporting period. This information is editable. Displays the beginning date for the reporting period. This information is editable. Displays the ending date for the reporting period. This information is editable. Add a Reporting Period 1. Go to System Management > Reporting Setup > Reporting Periods Setup (100400). The Reporting Periods Setup screen displays. 2. Click New. 3. Enter the information for the new reporting period. 4. Click Save. Reporting Setup (100010) Overview 5-1

96 Edit a Reporting Period 1. Go to System Management > Reporting Setup > Reporting Periods Setup (100400). The Reporting Periods Setup screen displays. 2. Click the record. 3. Make the required edits. 4. Click Save. Delete a Reporting Period 1. Go to System Management > Reporting Setup > Reporting Periods Setup (100400). The Reporting Periods Setup screen displays. 2. Click the record. 3. Click Delete. A confirmation message displays. 4. Click Yes. 5. Click Save. Report Types (100401) Refer to the following topics for information on this feature. WHAT IS THIS? HOW DO I? Report Types Query Screen Definitions (100401) page 5-2 Report Types Maintenance Details Screen Definitions (100038) page 5-3 Add a Report Type page 5-4 Add an All-in-One Report page 5-4 Edit a Report Type page 5-4 Delete a Report Type page 5-5 Click Report Types to display the Report Types screen. From here you can organize reports according to individual business needs. Once a report type is set up, you can assign report types to it. Then you can easily find reports by accessing the desired report type when using the Report Center. Report Types Query Screen Definitions (100401) On the Report Types query screen, you can organize reports according to individual business needs. Review the following screen components to become familiar with the related tasks. Report Types Query Screen Definitions Report Type Search Reset Report Type Table Enter any part of the report type name(s) to search for that report. Click to display a list of sites matching the search criteria specified in the Search Criteria section. Click to clear the search criteria entered in the Search Criteria section and to refresh the list to display all report types. Displays the results from the search criteria entered. 5-2 Reporting Setup (100010) Report Types (100401)

97 Report Types Maintenance Details Screen Definitions (100038) Review the following screen components to become familiar with the related tasks. Report Types Tab page 5-3 RELATED TOPICS Assign Report Type to User Group Tab page 5-3 On the Report Types Maintenance screen, you can organize reports according to individual business needs. Report Types Maintenance Screen Definitions Report Type All in One Module Enter the name of the selected report type. Select to set up the report to consist of several sub-reports. Choose the module in which the selected reports display in the Reports module. Report Types Tab The Report Types tab displays a list of reports assigned to the selected report type and you can assign reports to other report types from this tab. Review the following screen components to become familiar with the related tasks. Report Types Maintenance Screen Report Types Tab Definitions Available Reports Section Included Reports Section Displays the reports, including the name and associated module that can be assigned to the selected report type. Displays the reports, including the name and associated module that are assigned to the selected report type. Assign Report Type to User Group Tab The Assign Report Type to User Group tab displays a list of user groups in which the selected report type is assigned. Review the following screen components to become familiar with the related tasks. Report Types Maintenance Screen Assign Report Type to User Group Tab Definitions Available Groups Section Member Of Section Displays a list of user groups to which the selected report type can be assigned. Displays a list of user groups to which the selected report type is assigned. Reporting Setup (100010) Report Types (100401) 5-3

98 Add a Report Type 1. Go to System Management > Reporting Setup > Report Types (100401). The query screen displays. 2. Click New. The details screen displays. 3. Enter the name of the new report type in the Report Type field. 4. Choose the Module in which the selected reports should display. 5. Use the Mover Control to move the desired records to the Selected section. 6. Click the Assign Report Type to User Group tab. 7. Use the Mover Control to move the desired records to the Selected section. 8. Click Save. Add an All-in-One Report 1. Go to System Management > Reporting Setup > Report Types (100401). The query screen displays. 2. Click New. The details screen displays. 3. Enter the name of the new report type in the Report Type field. 4. Select All in One. 5. Click Save. 6. Click the Report Types tab. 7. Use the Mover Control to move the desired records to the Selected section. 8. If the report criteria needs to be set up for a report, the Set Criteria column in the Included Reports section has a *Set* button instead of an Edit button. Use the following information to complete the task. Setting up the Report Criteria IF THEN a. Click *Set*. The Report Criteria screen for that report displays. b. Click the necessary report criteria. c. Click Save. d. Click Close. The Report Types Maintenance screen displays. e. Repeat step 8 for each report that needs criteria set up. 9. Use the Up Arrow and Down Arrow to change the order of the reports. 10. Click Save. 11. Click the Assign Report Type to User Group tab. 12. Use the Mover Control to move the desired records to the Selected section. 13. Click Save. Edit a Report Type 1. Go to System Management > Reporting Setup > Report Types (100401). The query screen displays. 2. Search for and double-click the record. The details screen displays. 3. Make the required edits. 4. Click Save. 5-4 Reporting Setup (100010) Report Types (100401)

99 Delete a Report Type 1. Go to System Management > Reporting Setup > Report Types (100401). The query screen displays. 2. Click the record. 3. Click Delete. A confirmation message displays. 4. Click Yes. 5. Click Save. Letters (100404) Refer to the following topics for information on this feature. WHAT IS THIS? HOW DO I? Letters Query Screen Definitions (100404) page 5-5 Letters Details Screen Definitions (100405) page 5-6 Add Letters page 5-6 Edit Letters page 5-7 Delete Letters page 5-7 This menu button and related screens are only applicable to school applications. From the related screens, you can edit existing merge letters or create your own merge letters that can be used to notify customers about their account information. The software comes pre-loaded with the following four letters that you can edit as needed: PIN Notification Letter: This letter can be used to let customers know their PIN that is used at the point of service to purchase meals and/or a la carte items. High Balance Letter: This letter can be used to notify customers when their general account balance is greater than $ (The amount is saved with the criteria for the letter and can be edited as needed.) Low Balance Letter: This letter can be used to notify customers that their total account balance has fallen below the low balance minimum that is set for the customer. Negative Balance Letter: This letter can be used to notify customers when their total account balance has fallen below zero ($0.00). Letters Query Screen Definitions (100404) On the Letters query screen, you can view a list of existing merge letters that can be used to notify your customers about their account information. Review the following screen components to become familiar with the related tasks. Enter/Edit Letters Query Screen Definitions Letter Name Letter Type Search Reset Enter any part of the name of the letter(s) to search for that letter. Choose the type of letter you are searching for. Click to display a list of sites matching the search criteria specified in the Search Criteria section. Click to clear the search criteria entered in the Search Criteria section and to refresh the list to display all letter types. Reporting Setup (100010) Letters (100404) 5-5

100 Letters Details Screen Definitions (100405) On the Letters details screen, you can edit existing merge letters or create your own merge letters that can be used to notify your customers about their account information. Review the following screen components to become familiar with the related tasks. Enter/Edit Letters Details Screen Definitions Word Processing Toolbar Letter Section Name Description Letter Type Language Add/Remove Language State Merge Codes Section Insert in Letter Attach Header Image Displays options to assist you when creating or editing a letter. Enter the text for the selected letter. Enter the name of the selected letter. Enter a description of the selected letter. Choose a letter type from the drop-down list. Choose the language of the selected letter from the drop-down list. Click to add or edit the list of languages for which letters can be created. Choose the state the letter applies to. If you are managing sites in more than one state, you can create a letter specific to each state. The appropriate letter is generated for each individual student depending on the state in which their site is assigned. Displays a list of merge fields that can be used to identify information that varies according to each customer. Click to add the highlighted merge field to the selected letter. Click to insert a.jpg or.bmp image at the top of the letter. Add Letters 1. Go to System Management > Reporting Setup > Letters (100404). The query screen displays. 2. Click New. The details screen displays. 3. Enter a name for the letter in the Description field. 4. Choose the language for the letter from the Language drop-down list. 5. Is the letter specific to one state? If yes, select the appropriate state. Continue to step 6. If no, continue to step Enter the letter text in the letter field. 5-6 Reporting Setup (100010) Letters (100404)

101 7. Use the following information to complete the task. IF Adding merge fields Adding an image to the top of the letter THEN a. Click the merge code from the Merge Codes section. b. Click the area of the letter where you want the merge code to display. c. Click Insert in Letter. a. Click Attach Header Image. b. Select the Files of type. c. Select the File name. d. Click Open. 8. Click Save. Edit Letters 1. Go to System Management > Reporting Setup > Letters (100404). The query screen displays. 2. Search for and double-click the record. The details screen displays. 3. Make the required edits. 4. Click Save. Delete Letters 1. Go to System Management > Reporting Setup > Letters (100404). The query screen displays. 2. Click the record. 3. Click Delete. 4. Click Save. Reporting Setup (100010) Letters (100404) 5-7

102 Setup KPI (Key Performance Indicator) (100410) Refer to the following topics for information on this feature. WHAT IS THIS? HOW DO I? Setup KPI Query Screen Definitions (100410) page 5-8 Setup KPI Details Screen Definitions (100411) page 5-8 Set up KPI (Key Performance Indicator) page 5-9 On the Setup KPI screen, you can edit key performance indicators for your facility. KPIs can be used to measure efficiency of various areas of your operation based on data captured in the program. The KPIs assigned to a site displays on the site's Home Page. Setup KPI Query Screen Definitions (100410) On the Setup KPI screen, you can edit key performance indicators for your facility. Review the following screen components to become familiar with the related tasks. Setup KPI Query Screen Definitions Name Search Reset Name Column Description Column Disabled Column Display Order Column Enter any part of the KPI name(s) to search for that KPI. Click to display a list of sites matching the search criteria specified in the Search Criteria section. Click to clear the search criteria entered in the Search Criteria section and to refresh the list to display all KPIs. Displays the name of the KPI. Displays the description of the KPI. Select specific KPIs to disable them. Clear them to enable them. Displays the order KPIs are displayed on the Home Page. This order can be edited in this column. Setup KPI Details Screen Definitions (100411) On the Setup KPI screen, you can edit key performance indicators for your facility. Review the following screen components to become familiar with the related tasks. Setup KPI Details Screen Definitions Name Description Gauge Available Graph Available Expected Trend Direction Displays the name of the selected KPI. Displays the description of the selected KPI. Displays whether a gauge is available for the selected KPI on the Home Page menu. Displays whether a graph is available for the selected KPI on the Home Page menu. Displays the direction in which the data should be moving, based on efficiency. 5-8 Reporting Setup (100010) Setup KPI (Key Performance Indicator) (100410)

103 Setup KPI Details Screen Definitions Value Type Category Display Order Number of Days in the Past To Compute Frequently Updated Disabled Period Available Sites Section Selected Sites Section Displays the type of data captured by the selected KPI. Displays the category to which the data for the selected KPI belongs. Enter the order in which the selected KPI is displayed on the Home Page. Enter the number of days for which the data is computed. When the selected KPI data is computed as part of a non-frequent KPI publication, the data is recomputed for the specified number of days in the past. Select to frequently monitor and update the specified KPI throughout the day. Select to hide the selected KPI. Choose a target period for the selected KPI. Displays a list of sites that can use the KPI. Displays a list of sites that use the KPI. Set up KPI (Key Performance Indicator) Set up KPIs to measure efficiency of operations based on data captured. The KPIs display on the Homepage menu. 1. Go to System Management > Reporting Setup > Setup KPI (100410). The query screen displays. 2. Search for and double-click the record. The details screen displays. 3. Enter the order sequence in which the selected KPI is displayed on the site's Homepage in the Display Order field. 4. Enter the number of days in the past for which the KPI data should be re-computed when the KPI data is computed as part of a non-frequent KPI publication in the Number of Days in the Past To Compute field. 5. Select Frequently Updated, if needed. 6. Select Disabled, if needed. 7. Click the target period for the KPI from the Period drop-down list. 8. Use the Mover Control to move the desired records to the Selected section. 9. Click Save. Reporting Setup (100010) Setup KPI (Key Performance Indicator) (100410) 5-9

104 Notes...a 5-10 Reporting Setup (100010) Setup KPI (Key Performance Indicator) (100410)

105 COMMUNICATIONS (100600) Chapter 6 Overview Review the following topics to become familiar with this feature. RELATED TOPICS Monitor Communications (100601) page 6-1 Communications Setup (100602) page 6-3 Manual Communications (100603) page 6-14 Health Monitoring Data (100702) page 6-15 Import and Export Data (100604) page 6-17 Communicates following a publisher/subscriber data replication model making use of the Communicator (OSC) service. OSC communicates over TCP using a signed and encrypted protocol that takes advantage of the latest features of the Microsoft.Net 2.0 Remoting framework. All sensitive data is encrypted within the system s database, all data communications is signed and encrypted, and each communications session is verified and acknowledged for completeness. Any errors or anomalies occurring within the communications session are logged and proactively reported through the OSC management console and the program itself. The Communicator is able to provide data communications services across any infrastructure that is capable of passing TCP traffic. OSC port usage is configurable to provide the most flexibility when dealing with firewalls or other TCP traffic. OSC is also highly scalable and can be configured as a communications farm for high volume environments. In general, OSC communications is configured to minimize the impact of Horizon data flow on the infrastructure by scheduling the data flow frequency differently for different classes of data within the application. The application maintains extensive logs of user activity, configurable to four levels of logging ranging from errors only to a full verbose logging of all activity. In addition, error logs are written to the Windows Event Log as appropriate. A graphical communications monitor displays the state of communications from the central office down to the terminals. A colorful red, yellow, green offers an instant status and the last date and time the communications occurred for each publication at every level is shown. Depending on user group rights, site management level assignment and data ownership rights, the menu options that display varies. Monitor Communications (100601) Refer to the following topics for information on this feature. WHAT IS THIS? HOW DO I? Monitor Communications Screen Definitions (100601) page 6-2 Monitor Communications page 6-3 Use the Monitor Communications screen functionality to monitor the status of communications between sites and POS terminals in your organization. Communications (100600) Overview 6-1

106 Monitor Communications Screen Definitions (100601) This screen includes three tables: Site, Publications, and Terminal. Review the following screen components to become familiar with the related tasks. Monitor Communications Screen Definitions Auto Refresh Rate (In Seconds) Disable Auto Refresh Refresh Now Overall Status Icon Close Sites Table: Communications Status Column Site ID Column Site Name Column Data Column Timeout Column Publications Table: Communications Status Column Publication Column Last Communicated Column Data Column Timeout Column Terminals Table: Communications Status Column Terminal Number Column Computer Name Column Site ID Column Site Name Column Data Column Timeout Column Enter a specified number of seconds after which the status window refreshes automatically. Mark to disable the auto refresh setting. When selected, the window does not automatically refresh. Click to refresh the status window immediately. Displays the overall status of communications for the entire organization. Click to return to the Communications menu. Displays the communications status for each site. Displays the ID for each communications site. Displays the name of each communications site. Displays the status of data being sent. Displays the status of data being sent during the specified time frame. Displays the communications status for each publication. This is the far left column with the green, yellow, or red circles. Displays each publication scheduled for the selected site. Displays the last date and time each publication communicated. Displays the status of the publication data being sent. Displays the status of the publication data being sent during the specified time period. Displays the communications status for each terminal. Displays the terminal number for each POS terminal at the selected site. Displays the computer name for each POS terminal at the selected site. Displays the ID for the site where each POS terminal is located. Displays the name of the site where each POS terminal is located. Displays the status of the terminal data being sent. Displays status of the terminal data being sent during the specified time period. 6-2 Communications (100600) Monitor Communications (100601)

107 Monitor Communications 1. Go to System Management > Communications > Monitor Communications (100601). The Monitor Communications screen displays. 2. Expand the sites and lines. The menu displays the publications and/or terminals tables for the selected site. Figure 6-1: Monitor Communications Screen Communications Setup (100602) Refer to the following topics for information on this feature. WHAT IS THIS? HOW DO I? Standard Tab page 6-4 Copy Blackouts Definitions page 6-4 Advanced Tab page 6-5 Copy Intervals Definitions page 6-8 Configuration File Tab page 6-9 Override Tab page 6-10 Edit Standard Communication Settings page 6-11 Add Blackout Periods page 6-11 Edit Blackout Periods page 6-12 Delete Blackout Periods page 6-12 Edit Advanced Communication Settings page 6-12 Edit Configuration File Common Settings Sub-Tab page 6-13 Edit the Configuration File SQL Server Express Setting Sub-Tab page 6-14 Create a Custom Configuration File page 6-14 On the Communications Setup screen and related screens you can view and configure settings for the Communications (OSC) agents for your application. Communications (100600) Communications Setup (100602) 6-3

108 Standard Tab The Standard tab displays the standard common communications settings for your application. The settings on this default tab are editable and can be copied to other sites. Review the following screen components to become familiar with the related tasks. Communications Setup Screen Standard Tab Definitions Remote Publisher Address Port Allow Popup Notifications Master Machine Name Configure/View Blackout Periods for Enter the name of the computer or IP address of the computer publishing communications packages. Enter the port on which the publisher is listening. Select to allow communications popup notifications. Displays the machine that performs all the Horizon Communication tasks: purge temporary tables and old data, perform data backup, and run scheduled tasks. NOTE: Do not modify it unless you have consulted with Horizon technicians. Choose the site whose blackout periods you want to configure. The site selection includes all initialized machines located at the level you are logged on to and lower (for example, if you are logged on to the CO, all initialized devices display). Blackout Periods Section: Description Column Publications Column Start Column End Column Add Item Remove Item Copy Blackouts Displays the description of the existing communications blackout periods. You can enter the description for new blackout periods. Browse to access the Publications Selection screen and select the publications that will be blocked. Displays the beginning time of the existing communications blackout period. You can enter the beginning time for new blackout periods. Displays the ending time of the existing communications blackout period. You can enter the ending time for new blackout periods. Click to add new blackout periods. Click to remove blackout periods. Click to enter copy mode. Copy mode allows you to select the blackout periods and the sites you want to copy the blackout periods to. Copy Blackouts Definitions You can copy the blackout periods you configure to other sites using Copy Blackouts. Refer to the following topics for information on this feature. RELATED TOPICS Select Blackouts Sub-Tab page 6-5 Select Destinations Sub-Tab page Communications (100600) Communications Setup (100602)

109 Select Blackouts Sub-Tab The Select Blackouts sub-tab displays a list of blackout periods you can copy to other sites. Review the following screen components to become familiar with the related tasks. Communications Setup Screen Standard Tab Select Blackouts Definitions Available Blackout Periods Section Selected Blackout Periods Section Done Copying Copy and Save Displays a list of blackout periods that can be sent to selected sites. Displays a list of blackout periods that will be sent to selected sites. Click to cancel copy mode. Click to copy the selected blackout periods to the selected sites. Select Destinations Sub-Tab The Select Destinations sub-tab displays a list of sites you can copy blackout periods to. Review the following screen components to become familiar with the related tasks. Communications Setup Screen Standard Tab Select Destinations Definitions Selected Column ID Column Description Column Number Column Name Column Done Copying Copy and Save Select the sites you want to copy blackout periods to. Displays the ID number assigned to the destination site. Displays a description of the destination site. Displays the terminal number assigned to the destination terminal. Displays the physical computer name assigned to the destination machine. Click to cancel copy mode. Click to copy the selected blackout periods to the selected sites. Advanced Tab The Advanced tab displays the advanced communications settings for your application. These settings are editable and can be copied to other sites. The Publication Synchronization Intervals section on this tab displays a list of preloaded communications publications and you can enter synchronization information for them. A communications publication is a group of data that is communicated as one entity from one computer to another. Intervals can be set to determine how often a publication should synchronize with its publisher. Review the following screen components to become familiar with the related tasks. Communications Setup Screen Advanced Tab Definitions Maximum Threads Maximum Client Connections Use Compression Enter the number of communications processes allowed to run simultaneously. Enter the number of connections that are allowed from subscribers (child sites). Select to compress the communications packages for transmission. Typically this option is marked. Communications (100600) Communications Setup (100602) 6-5

110 Communications Setup Screen Advanced Tab Definitions Secure Offline Mode Configure/View Intervals for Select to encrypted the data when it is sent over the network. Selecting this option negatively affects performance, however, it may be necessary if security is a major concern. Select to disable the communications mode. This option should be selected whenever the current installation is disconnected from the network so that the communications process does not run. Select the site whose intervals you want to configure. The site selection includes all initialized machines located at the level you are logged on to and lower (for example, if you are logged on to the CO, all initialized devices display). Publication Synchronization Intervals Section: Name Column Start Time Column Hours Column Minutes Column Seconds Column Disabled Column Copy Intervals Displays the name or definition for each table group that is communicated together. Refer to Name Column: on page 6-6 for a description of each publication. Displays the initial time the synchronization intervals start. Leave the Start Time as 12:00 AM for continuously running publications. Displays the number of hours before the next time the publication synchronizes. Displays the number of minutes before the next time the publication synchronizes. Displays the number of seconds before the next time the publication synchronizes. Select to disable the publication synchronization setting. This option should be used with caution. Click to enter copy mode. Copy mode allows you to select the publications, publication values, and sites you want to copy publications to. Name Column: Assets Communication Environment Diagnostic Information Inventory - Setup Contains additions and updates to the Asset module. Contains the communications status from a machine to it s publisher. Contains the following: OneSource information such as Site ID machine information such as hard disk space available, machine name and address SQL Server information such as log and data file sizes, and the date of the last back up Contains information about inventory stock items, ordering modes, and point of service items. NOTE: This publication is required for POS. 6-6 Communications (100600) Communications Setup (100602)

111 Communications Setup Screen Advanced Tab Definitions Inventory - Transactions/Physical Inventory Menu Planner Orders OSC Interval Configuration POS Menu Planner Including Inventory POS Patron Photos POS Patrons and Accounts POS Sales Data POS Transactions and Account Balances Production System Management Time Clock User Management Vending Contains physical inventory counts and locations, perpetual inventory adjustments, stock transfers, and receiving. Contains back of the house menu planner data. Including food item links, recipes, base menus, cycles, and schedules. Contains site shopping lists, forecasts, and consolidated orders. Contains publication interval time changes for sites. After you have changed the publication intervals on the Advanced tab (100602), click the Copy Intervals button to select the publications, values, and sites you want to send the changes to. Contains front of the house menu plans, groups, daily plans, cycles, schedules, and POS Inventory tab information. Contains patron photos. Contains meal plans, eligibilities, patron data, active status, and balances. NOTES: This publication should not run at the same time as the POS Transactions and Account Balances publication. If a patron is created at different levels prior to communications taking place, the account created at the CO is used. Contains accountability data, bank deposit, enroll counts, and consolidated sales data. Contains till information, sales transactions, payments, adjustments, and patron account balances. Contains production updates and completed records. Contains site information, site options, system options, calendar, KPIs, task list, announcements, and reports. Contains Time Clock settings configured on the following screens: Back of the House > Time Clock > File Setup > Time Clock Setup screen (160030) Back of the House > Time Clock > File Setup > Add/Edit Time Clock Reasons screen (160040) For example, log on reasons, log off reasons, and Time Clock profiles. Contains user account data. NOTE: If you change an existing Recipe Source Code (130501) at the Central Office and manually communicate the change to the sites, you must include the User Management publication. Since recipe sources are associated with user rights, the recipe is not visible at the site if the publication is not communicated. Contains vending machine setup information, vending sales data, and vending machine status. Communications (100600) Communications Setup (100602) 6-7

112 Copy Intervals Definitions You can copy the publication values to other sites using Copy Intervals. Refer to the following topics for information on this feature. Select Publications Sub-Tab page 6-8 Select Values Sub-Tab page 6-8 Select Destinations Sub-Tab page 6-9 RELATED TOPICS Select Publications Sub-Tab The Select Publications sub-tab displays a list of publications whose values you can copy to other sites. Review the following screen components to become familiar with the related tasks. Communications Setup Screen Advanced Tab Select Publications Definitions Available Publications Section Selected Publications Section Done Copying Copy and Save Displays a list of publications whose values can be sent to selected sites. Displays a list of publications whose values are selected to be sent to selected sites. Click to cancel copy mode. Click to copy the selected publications and values to the selected sites. Select Values Sub-Tab The Select Values sub-tab displays a list of publication values you can copy to other sites. Review the following screen components to become familiar with the related tasks. Communications Setup Screen Advanced Tab Select Values Definitions Available Values Section Selected Values Section Done Copying Copy and Save Displays a list of publication values that can be sent to selected sites. Displays a list of publication values selected to be sent to selected sites. Click to cancel copy mode. Click to copy the selected publications and values to the selected sites. 6-8 Communications (100600) Communications Setup (100602)

113 Select Destinations Sub-Tab The Select Destinations sub-tab displays a list of sites you can copy publications to. Review the following screen components to become familiar with the related tasks. Communications Setup Screen Advanced Tab Select Destinations Definitions Selected Column ID Column Description Column Number Column Name Column Done Copying Copy and Save Select the sites you want to copy publication values to. Displays the ID number assigned to the destination site. Displays a description of the destination site. Displays the terminal number assigned to the destination terminal. Displays the physical computer name assigned to the destination machine. Click to cancel copy mode. Click to copy the selected publications and values to the selected sites. Configuration File Tab Review the following screen components to become familiar with the related tasks. RELATED TOPICS Common Settings Sub-tab page 6-9 SQL Server Express Settings Sub-tab page 6-10 The Configuration File tab displays the settings that affect the communications configuration file. This tab includes two sub-tabs: Common Settings and SQL Server Express Settings. The settings on these tabs are editable. Communications Setup Screen Configuration File Tab Definitions Commit Changes Cancel Changes Click to write changes to the configuration file. Click to reload the settings from the configuration file, overwriting any changes made since the last time changes were successfully written to the configuration file. Common Settings Sub-tab Review the following screen components to become familiar with the related tasks. Communications Setup Screen Configuration File Tab Common Settings Sub-tab Definitions Number of Hours to retain Temporary files Minimum free space on disk that will issue a Warning Enter the number of hours that temporary files are retained. Temporary files are created as part of the communications process. Typically this interval is set low (less than one hour) to conserve hard drive space. Enter the minimum amount of free space allowed on the hard drive where the program is installed before a warning is issued by the OSC. Number entered must be between 0 and Communications (100600) Communications Setup (100602) 6-9

114 Communications Setup Screen Configuration File Tab Common Settings Sub-tab Definitions Minimum free space on disk that will issue an Error Number of Connection Attempts before an Error is issued Maximum number of Database Entries that track changes before a Warning is issued Maximum number of Database Entries that track changes before an Error is issued Remote Connection Timeout In Milliseconds Enter the minimum amount of free space allowed on the hard drive where the program is installed before an error is issued by the OSC. Number entered must be between 0 and Enter the maximum number of consecutive failed publisher connection tries before an error is issued by the OSC. Number entered must be between 0 and Enter the maximum number of entries in the section of the database that tracks changes to data that are transmitted to/from publisher/subscriber after which a warning is issued by the OSC. Number entered must be between 0 and Enter the maximum number of entries in the section of the database that tracks changes to data that are transmitted to/from publisher/subscriber after which an error is issued by the OSC. Number entered must be between 0 and Enter the number of milliseconds that each installation waits for a reply from its publisher (parent site). SQL Server Express Settings Sub-tab Review the following screen components to become familiar with the related tasks. Communications Setup Screen Configuration File Tab SQL Server Express Settings Sub-tab Definitions Database size that will issue a Warning Database size that will issue an Error Enter the maximum database size above which a warning is issued by the OSC. This warning is only issued if the system is running SQL Server Express edition. This is typical for POS terminal and manager machine installations. Number entered must be between 0 and Enter the maximum database size above which an error is issued by the OSC. This error is only issued if the system is running SQL Server Express edition. This is typical for POS terminal and manager machine installations. Number entered must be between 0 and Override Tab The Override tab displays the external communication configuration file settings. These settings are used to configure the OSC differently from the standard configuration. IMPORTANT This function should only be used by advanced users. If you have questions about whether you should be performing this function or about how to perform this function, please contact Horizon customer support at (800) Communications (100600) Communications Setup (100602)

115 Review the following screen components to become familiar with the related tasks. Communications Setup Screen Override Tab Definitions Override Activation Password Activate Override Enter the password that overrides the default OSC configuration file. Click to override the OSC configuration file. Edit Standard Communication Settings On the Standard tab, you can configure the location of the communication publisher, which can be the computer name or IP address; the port on which the publisher is listening and whether popup notifications are allowed. The grid for blackout periods displays the time during which communications does not occur. Examples of these times include breakfast and lunch time because there is too much traffic already on the network. Blackout periods can be assigned to individual publications and copied to other sites. 1. Go to System Management > Communications > Communications Setup (100602). The query screen displays. 2. Make the required edits. 3. Click Save. Add Blackout Periods Blackouts are windows of time during which communications does not occur. 1. Go to System Management > Communications > Communications Setup (100602). The query screen displays. 2. Select the site whose blackout period you want to add from the Configure/View Blackout Periods for list. 3. Click Add Item. A new line is added to the bottom of the list. 4. Enter a description for the communications blackout period in the Description column. 5. Browse to select a publication in the Publications column. The Publications Selection screen displays. Figure 6-2: Publications Selection Screen 6. Select the publications that will be blocked. 7. Click OK to return to the Communications Setup screen. 8. Enter the beginning time for the communications blackout period from the Start column. 9. Enter the ending time for the communications blackout period from the End column. 10. Click Save. Communications (100600) Communications Setup (100602) 6-11

116 11. Do you want to copy blackout periods to site(s) other than the one you are logged on to? If yes, continue to the next step. If no, this procedure is complete. 12. Click Copy Blackouts. 13. Click Select Blackouts. The Select Blackouts sub-tab displays. 14. Use the Mover Control to move the desired blackout periods to the Selection section. 15. Click Select Destinations. The Select Destinations sub-tab displays a list of all initialized machines located at this level and lower. 16. Select the sites you want to copy the blackouts to. 17. Click Copy and Save. The selected values are copied to the selected sites Edit Blackout Periods 1. Go to System Management > Communications > Communications Setup (100602). 2. Select the site whose blackout period you want to edit from the Configure/View Blackout Periods for list. 3. Click the record. 4. Make the required edits. 5. Click Save. 6. Do you want to copy blackout periods to site(s) other than the one you are logged on to? If yes, continue to the next step. If no, this procedure is complete. 7. Click Copy Blackouts. 8. Click Select Blackouts. The Select Blackouts sub-tab displays. 9. Use the Mover Control to move the desired blackout periods to the Selection section. 10. Click Select Destinations. The Select Destinations sub-tab displays a list of all initialized machines located at this level and lower. 11. Select the sites you want to copy the blackout periods to. 12. Click Copy and Save. The selected values are copied to the selected sites. Delete Blackout Periods 1. Go to System Management > Communications > Communications Setup (100602). The Communication Setup query screen displays. 2. Click the record. 3. Click Remove Item. 4. Click Save. Edit Advanced Communication Settings On the Advanced tab, you can configure settings for maximum threads or compression, security settings, online/offline settings, and the default times and intervals that the publications synchronize for your application. The publications that are available are displayed in the grid. Intervals are set to determine how often a publication should synchronize with its publisher and can be set in hours, minutes, and seconds to allow for a wide range of options. For example, once a day is configured as 24 hours, 0 minutes and 0 seconds; every half hour is configured as 0 hours, 30 minutes, and 0 seconds. Communications (100600) Communications Setup (100602)

117 The Start Time displays the time from which the intervals start and is used to determine the exact time that the selected publication synchronizes. For example, if a publication should synchronize every evening at 10:00 PM, the Start Time would be set for 10:00 PM and the interval would be set for 24 hours, 0 minutes, and 0 seconds. After making changes to the publications, you can send the changes to selected sites using the copy intervals feature. If a blackout period is in effect for the OSC Interval Configuration publication, the changes are not sent to the sites until the blackout period ends. 1. Go to System Management > Communications > Communications Setup (100602). The Communications Setup screen displays. 2. Click the Advanced tab. 3. Select the site whose intervals you want to edit from the Configure/View Intervals for list. 4. Click the publication record. 5. Make the required edits. 6. Click Save. 7. Do you want to copy intervals to site(s) other than the one you are logged on to? If yes, continue to the next step. If no, this procedure is complete. 8. Click Copy Intervals. 9. Click Select Publications. The Select Publications sub-tab displays. 10. Select the publications you want to copy to other sites. 11. Use the Mover Control to move the desired publications to the Selection section. 12. Click Select Values. The Select Values sub-tab displays. 13. Select the publication values you want to copy to other sites. 14. Use the Mover Control to move the desired values to the Selection section. 15. Click Select Destinations. The Select Destinations sub-tab displays. 16. Select the sites you want to copy the intervals to. 17. Click Copy and Save. The selected publication values are copied to the selected sites. Edit Configuration File Common Settings Sub-Tab On the Configuration File tab, you can select the settings that affect the communications configuration file. All changes to the configuration file require a restart of the OSC service before they take effect. On the Common Settings sub-tab, which is located on the Configuration File tab, you can select the common settings that affect the communications configuration file, like the amount of space allotted for temporary files, connection parameter and database settings. 1. Go to System Management > Communications > Communications Setup (100602). The Communications Setup screen displays. 2. Click Configuration File tab. 3. Click Common Settings sub-tab. 4. Make the required edits. 5. Click Commit Changes. A confirmation message displays. 6. Click OK. Communications (100600) Communications Setup (100602) 6-13

118 Edit the Configuration File SQL Server Express Setting Sub-Tab On the SQL Server Express Settings sub-tab, you can select the SQL server database size settings that affect the communications configuration file. 1. Go to System Management > Communications > Communications Setup (100602). The Communications Setup screen displays. 2. Click Configuration File tab. 3. Click SQL Server Express Setting sub-tab. 4. Make the required edits. 5. Click Commit Changes. A confirmation message displays. 6. Click OK. Create a Custom Configuration File On the Override tab, you can configure OSC differently from the standard configuration. IMPORTANT This function should only be used by advanced users. If you have questions about whether you should be performing this function or about how to perform this function, please contact Horizon customer support at (800) Go to System Management > Communications > Communications Setup (100602). The Communications Setup screen displays. 2. Click the Override tab. 3. Enter the override password in the Override Activation Password field. 4. Click Activate Override. 5. Click Save. 6. Click Close. The Communications menu displays. 7. Go to the OSC.override.config file on your hard drive. 8. Open the OSC.override.config file. 9. Make the required edits to the configuration file. 10. Save the configuration file. 11. Re-start OSC. Manual Communications (100603) Refer to the following topics for information on this feature. WHAT IS THIS? HOW DO I? Manual Communications Screen Definitions (100603) page 6-15 Start Manual Communications for Publications page 6-15 On the Manual Communications screen, you can manually start communications for publications. Publications that are disabled on the Advanced tab of the Communications Setup (100602) screen are not available for communication Communications (100600) Manual Communications (100603)

119 Manual Communications Screen Definitions (100603) On the Manual Communications screen, you can manually start the communications process for selected publications. Review the following screen components to become familiar with the related tasks. Manual Communications Screen Definitions Send Down Column Publication Column Communicate Cancel Displays the communications publication to communicate. Displays a list of all of the publications that can be sent manually. Refer to Name Column: on page 6-6 for a description of the publications. Click to start the communication process for the selected publications. Click to cancel initiation of the communications process and close the Manual Communications screen. Start Manual Communications for Publications 1. Go to System Management > Communications > Manual Communications (100603). The Manual Communications screen displays. 2. Select the publications to communicate. 3. Click Communicate. Health Monitoring Data (100702) Refer to the following topics for information on this feature. WHAT IS THIS? HOW DO I? Health Monitoring Data Screen page 6-15 Select Health Monitoring Data page 6-17 Use the Health Monitoring Data screen to configure which health monitoring statistics should be replicated throughout the Enterprise. The statistics are communicated to the Enterprise by the OSCStatistics publication. Health Monitoring Data Screen The Health Monitoring Data screen displays a list of health monitoring statistics. By default all of the types of statistics are selected. Typically, all statistics should be communicated. Review the following screen components to become familiar with the related tasks. Health Monitoring Data Screen UpdateManagerSoftware Version SQLEngineEdition SQLInstanceName SQLProductVersion KidServe Update Manager software version. Database Engine edition of the instance of SQL Server installed on the server. Name of the SQL instance the software uses. Version of the instance of the SQL Server. Communications (100600) Health Monitoring Data (100702) 6-15

120 Health Monitoring Data Screen InstalledBrand ComSyncEnab InstallType SiteID SystemUptime SystemTotalProcesses SystemTotalThreads KernelMemoryNonPaged KernelMemoryTotal KernelMemoryPaged MemoryCacheBytes OscSoftwareVersion OneSourceSoftwareVersion AppStartSoftwareVersion RunTimeSoftwareVersion LastTimeSoftwareWasAccessed SqlServerOneSourceLogFileSize SqlServerOneSourceDataFileSize SqlServerLastBackupDate SqlServerDayssinceLastBackup OneSourceDriveInformation InstallDrive PhysicalMemoryAvailable IsNetworkAvailable SqlServerMemoryUsage IpAddresses LogicalDrives TimeElasedSinceSystemStarted OSCDirectory SystemDirectory NumberOfProcessors OSVersion Brand of KidServe software installed. Whether ComSync is turned on or off for communications. Installation type. Site ID. Amount of time the machine is operational or available for operation. Total number of system programs executed. Total number of system threads executed. System performance information. Horizon Communications software version. KidServe software version. Application Start software version. Run time version of the software. Last time the KidServe software was accessed. SQL Server log file size. SQL Server data file size. Date of the last SQL Server database backup. Number of days that has passed since the SQL Server database was backed up. Information about the hard drive where the KidServe application is installed. Drive in which the KidServe application is installed (for example, C:\). Amount of physical memory available. Whether or not the network connection is available. Amount of memory used by SQL Server. Currently not in use. Physical drives on the computer (for example, C:\ and D:\). Amount of time since the computer was last started. Directory in which the Communicator (OSC) service is installed. Fully qualified path of the system directory (for example, C:\WINDOWS\system32). Number of physical processors. Operating system version Communications (100600) Health Monitoring Data (100702)

121 Health Monitoring Data Screen OSCMemoryInUse DotNetVersion UserDomainName LoggedInUser MachineName SqlServerEdition IsExpressEditionRunning Select All Clear All Amount of memory that the Communication (OSC) service is using. Microsoft.NET Framework version installed. Domain name (for example, Horizon) that the user logged on to the machine is connected to. Username of the person logged on to the machine. Name of machine running the KidServe application. SQL Server edition installed (for example, enterprise, standard, or express). Whether or not this instance of SQL Server is Express. Click to select all statistics. Click to uncheck all statistics. Select Health Monitoring Data 1. Go to System Management > Communications > Health Monitoring Data (100702). The Health Monitoring Data screen displays. 2. Clear the statistics you do not want to communicate. 3. If necessary, select the statistics you want to communicate. 4. Click Save. Import and Export Data (100604) Refer to the following topics for information on this feature. WHAT IS THIS? HOW DO I? Import and Export Screen (100604) page 6-18 Export Data to Parent or Child Site(s) Not Marked as Disconnected page 6-19 Import Data From Parent or Child Site(s) page 6-19 Export Data for Initialization for the Child Site(s) page 6-19 Using this option, sites that are disconnected from their parent site can communicate changes via a file transfer. Sites may experience unexpected periods of disconnect that are short in duration. These sites are able to communicate changes without connections to the parent site. A user can initiate the communications and produce an OSC export file. Use this manual communications process to send data as needed. This feature is intended for the following reasons: A site is disconnected from communications for a length of time. At the management level, the user runs the manual communications process to produce the OSC export file for the site. At the management level, the users reads in the export file to receive the communication from the site. At the site, the user reads in the export file to receive the communication from the management level. Communications (100600) Import and Export Data (100604) 6-17

122 At the site, the user runs the manual communications process to produce the OSC file for the management level. Import and Export Screen (100604) Refer to the following topics for information on this feature. Export Tab page 6-18 Import Tab page 6-18 RELATED TOPICS Export Tab Review the following screen components to become familiar with the related tasks. Import and Export Data Screen Export Tab Definitions Selected Site ID Site Description Terminal Number Computer Name Export for Initialization Export File(s) Path Browse Export Select to identify the sites you want to export data from. Displays the site IDs. This information helps to identify the site from which you want to export data. Displays the site description. This information helps to identify the site from which you want to export data. Displays the terminal number. This information helps to identify the site and terminal from which you want to export data. Displays the computer name. This information helps to identify the site and computer from which you want to export data. Select to populate the database of the selected site(s). Enter the file path to the file you want to export. Also, if you use the Browse button to identify the file, the path displays here. Click to browse for the file you want to export. Click to export the file identified in the Export File(s) Path. Import Tab Review the following screen components to become familiar with the related tasks. Import and Export Data Screen Import Tab Definitions Import File(s) Path Browse Import Enter the file path for the file you want to import. Also, if you choose to locate the file using the Browse button, the path displays here. Click to browse for the file you want to import. Click to import the file identified in the Import File(s) Path Communications (100600) Import and Export Data (100604)

123 Export Data to Parent or Child Site(s) Not Marked as Disconnected 1. Go to System Management > Communications > Import and Export Data (100604). The Import and Export Data screen displays. 2. Select the check boxes in the Selected column of the site(s) for which you wish to export data. 3. Verify the file path to confirm the file exists. The naming convention is as follows: Export_From_{SourceOSCSubscriberID} _TO_{DestinationSubscriberID}_{SequenceNumber}.exp 4. Click Export. All data is exported to the path specified in the Export File(s) Path. NOTE For sites that are marked as disconnected, the data that is successfully exported is marked as acknowledged in the OSCAcknowledged table for that subscriber. Import Data From Parent or Child Site(s) 1. Go to System Management > Communications > Import and Export Data (100604). The Import and Export Data screen displays. 2. Click the Import tab. 3. Click Browse and locate the folder in which the export files are stored or use the path already identified in the Import File(s) Path. 4. Click Import. A confirmation message displays stating whether the files were imported successfully. Export Data for Initialization for the Child Site(s) 1. Go to System Management > Communications > Import and Export Data (100604). The Import and Export Data screen displays. 2. Mark Export for Initialization. A list of any child sites that can be initialized form this location displays. 3. Mark the sites in the Selected column for which you want to export data for initialization. 4. Verify the file path to confirm it exists. The naming convention is as follows: Intialize_From_{SourceOSCSubscriberID}_TO_{DestinationSubscriberID}_{SequenceNumber}.exp 5. Click Export. Communications (100600) Import and Export Data (100604) 6-19

124 Notes...a 6-20 Communications (100600) Import and Export Data (100604)

125 UTILITIES (100610) Chapter 7 Overview Review the following topics to become familiar with this feature. RELATED TOPICS Monitor Scheduled Tasks (100612) page 7-1 Scheduled Tasks Setup (100611) page 7-3 Using the Utilities menu, you can set up and monitor recurring system tasks. Depending on user group rights, site management level assignment and data ownership rights, the menu options that display on this screen varies. Monitor Scheduled Tasks (100612) Refer to the following topics for information on this feature. WHAT IS THIS? HOW DO I? Monitor Scheduled Tasks Screen Definitions (100612) page 7-1 Monitor the Status of Recurring Maintenance Tasks page 7-2 Using these functions, you can monitor and set up various scheduled task settings for your application. Depending on user group rights, site management level assignment and data ownership rights; the menu options that display on this screen varies. Monitor Scheduled Tasks Screen Definitions (100612) Settings for scheduled tasks are configured for the Communications (OSC) agents on the Scheduled Tasks Setup (100611) screen. Review the following screen components to become familiar with this feature. Monitor Scheduled Tasks Screen Definitions Auto Refresh Rate (In Seconds) Disable Auto Refresh Refresh Now Overall Status Icon Close Enter a specified number of seconds after which the status window refreshes automatically. Select to disable automatically refreshing the status window. Click to refresh the status window immediately. Displays the overall scheduled task and timeout status for the entire organization. Click to return to the Utilities menu. Sites Table (first level): Overall Task Status Column Site ID Column Displays the combined scheduled task and timeout status for each site. Displays the ID for each site. Utilities (100610) Overview 7-1

126 Monitor Scheduled Tasks Screen Definitions Site Name Column Status Column Timeout Column Displays the name of each site. Displays whether the specific task ran successfully. Displays whether the task ran during the specified time frame. Scheduled Tasks Table (second level): Scheduled Task Column Last Run Column Status Column Timeout Column Displays each task scheduled for the selected site. Displays the last date and time each site's scheduled tasks ran. Displays the status of whether each of the site's scheduled tasks ran successfully. Displays the status of whether each of the site's scheduled tasks ran during the specified time period. Terminals Table (third level): Terminal Number Column Computer Name Column Site ID Site Name Status Column Timeout Column Displays the number for each POS terminal at the selected site. Displays the computer name for each POS terminal at the selected site. Displays the ID for the site where each POS terminal is located. Displays the name of the site where each POS terminal is located. Displays the status of whether all of the terminal's scheduled tasks ran successfully. Displays the status of whether all of the terminal's scheduled tasks ran during the specified time periods. Scheduled Tasks Table (fourth level): Scheduled Tasks Column Last Run Column Status Column Timeout Column Displays each task scheduled for the selected terminal. Displays the last date and time each terminal s scheduled tasks ran Displays the status of whether each of the terminal's scheduled tasks ran successfully. Displays the status of whether each of the terminal's scheduled tasks ran during the specified time period. Monitor the Status of Recurring Maintenance Tasks 1. Go to System Management > Utilities > Monitor Scheduled Tasks (100612). The Monitor Scheduled Tasks screen displays. 2. Expand the dining facility to view it. The menu for the selected dining facility expands to show the status of the scheduled tasks for each terminal. 7-2 Utilities (100610) Monitor Scheduled Tasks (100612)

127 Scheduled Tasks Setup (100611) Refer to the following topics for information on this feature. WHAT IS THIS? HOW DO I? Standard Tab page 7-3 Copy Blackouts Definitions page 7-4 Advanced Tab page 7-5 Copy Intervals Definitions page 7-8 Schedule Backups Configuration page 7-9 Add Backup Blackout Periods page 7-9 Edit Backup Blackout Periods page 7-10 Delete Backup Blackout Periods page 7-10 Edit Advanced Scheduled Task Settings page 7-11 On the Scheduled Tasks Setup screen, you can set up recurring maintenance tasks. On the grid for blackout periods, you can configure windows of time during which backups should not occur copy the blackout periods to other sites Examples of these times are during breakfast or lunch time because there is already too much traffic on the network. When scheduling the task, make sure to stager the time between each machine so that not all machines are communicating to manager s machines and/or CO machines at the same time. Standard Tab Review the following screen components to become familiar with the related tasks. Scheduled Tasks Setup Screen Standard Tab Scheduled Backups Configuration Section: Backups Folder Enter the folder where scheduled database backups should be stored. Number of Backup Files to Retain Enter the maximum number of backups the system should retain. Configure/View Blackout Periods For Select the site whose blackout periods you want to configure. The site selection includes all initialized machines located at the level you are logged on to and lower (for example, if you are logged on to the CO, all initialized devices display). Blackout Periods Table: Add Item Remove Item Description Column Assign Tasks Start Column End Column Copy Blackouts Click to add a new blackout period. Click to remove the selected blackout period. Enter the name or description of the selected backup period. Browse to select the tasks to be blocked. Enter the time that the selected blackout period should start. Enter the time that the selected blackout period should end. Click to enter copy mode. Copy mode allows you to select the blackout periods and the sites you want to copy the blackout periods to. Utilities (100610) Scheduled Tasks Setup (100611) 7-3

128 Copy Blackouts Definitions You can copy the blackout periods you configure to other sites using Copy Blackouts. Refer to the following topics for information on this feature. Select Blackouts Sub-Tab page 7-4 Select Destinations Sub-Tab page 7-4 RELATED TOPICS Select Blackouts Sub-Tab The Select Blackouts tab displays a list of scheduled task blackout periods you can copy to other sites. Review the following screen components to become familiar with the related tasks. Scheduled Tasks Setup Screen Standard Tab Select Blackouts Definitions Available Blackout Periods Section Selected Blackout Periods Section Done Copying Copy Displays a list of blackout periods that can be sent to selected sites. Displays a list of blackout periods that will be sent to selected sites. Click to cancel copy mode. Click to copy the selected blackout periods to the selected sites. Select Destinations Sub-Tab The Select Destinations sub-tab displays a list of sites you can copy scheduled task blackout periods to. Review the following screen components to become familiar with the related tasks. Scheduled Tasks Setup Screen Standard Tab Select Destinations Definitions Selected Column ID Column Description Column Number Column Name Column Done Copying Copy Select the sites you want to copy blackout periods to. Displays the ID number assigned to the destination site. Displays a description of the destination site. Displays the terminal number assigned to the destination terminal. Displays the physical computer name assigned to the destination machine. Click to cancel copy mode. Click to copy the selected blackout periods to the selected sites. 7-4 Utilities (100610) Scheduled Tasks Setup (100611)

129 Advanced Tab Review the following screen components to become familiar with the related tasks. Scheduled Tasks Setup Screen Advanced Tab Definitions Configure/View Intervals for Start Time Column Hours Column Minutes Column Seconds Column Disabled Column Copy Intervals Select the site whose intervals you want to configure. The site selection includes all initialized machines located at the level you are logged on to and lower (for example, if you are logged on to the CO, all initialized devices display). Enter the initial time that the publication should start the intervals. Enter the number of hours before the task runs again. Enter the number of minutes before the task runs again. Enter the number of seconds before the task runs again. Select to stop the task from running at the next interval. Click to enter copy mode. Copy mode allows you to select the publications, publication values, and sites you want to copy publications to. Name Column: Automated POS Pricing Backup database Calculate daily perpetual inventory values Database maintenance for communication tasks Gather Statistic Information Calculates the price of the POS item based on the cost of the inventory. The Automated POS Pricing option must be selected for the POS items. Disable the process at all levels if you are not using the functionality. Creates a backup of the database and deletes old backups of the database when the number of backups to keep is exceeded. The database backup storage location and number of backup files to keep is set up on the Standard tab. Horizon recommends you enable this scheduled task at all levels, including the server, manager machines, and line machines, unless you are using another program to back up the database. Calculates the beginning and ending perpetual inventory values for site. Removes communication records based on configuration settings that determine the number of hours to keep the entries. You can set it up on the Communication Setup screen (100602) > Configuration File tab > Common Settings sub-tab. Horizon recommends you enable this scheduled task at all levels, including the server, manager machines, and line machines. Writes the following CO data to the database: KidServe information such as Site ID machine information such as hard disk space available, machine name and address SQL Server information such as log and data file sizes, and the date of the last back up Utilities (100610) Scheduled Tasks Setup (100611) 7-5

130 Scheduled Tasks Setup Screen Advanced Tab Definitions Gathers detail and summary data for frequently updated KPI Gathers detail and summary data for KPI Inventory deductions based on POS sales Keep menu palette item information updated if base menus change Menu plan allowance Overall database maintenance Resend all balances to make sure they are in sync Resend all orders publication data to make sure they are in sync Resend all patrons with changes from the last 3 days Resend last 3 serving days worth of transactions Computes KPI for KPI records marked as frequently computed. It uses the current date's data only. This process should be disabled if KPIs are not in use. Gathers and recomputes KPI data for KPIs in use. This scheduled task should be disabled if KPIs are not in use. Adjusts inventory based on point of service transactions. Only items marked to Update Inventory as Part of Sale is adjusted from inventory. This scheduled task should be disabled if POS items should not update inventory. Updates the items on the POS items template if the base menu plan is updated. This scheduled task should be enabled only if the option to use Base Menus as templates is in use. It should only be enabled on the manager machines (Line 1). Calculates the Menu Plan Allowance values for the Accounting Periods based on the scheduled menus and allowances. Reduces the size of the database. Horizon recommends you enable this scheduled task at all levels, including the server, manager machines, and line machines. Sends the customer balance information to sites at the default time (11:45PM) every night. The scheduled task ensures the customer balances are communicated down to sites. NOTE: The scheduled task should only run at the highest management level. Sends the order information, including stock transfers, between the sites and central office. The task runs at the default time (11:25PM) every night. NOTE: The scheduled task should only run on the manager machines and the central office servers. Sends the patron records that have been modified within the last 3 days down to the site level at the default time (11:35PM) every night. The scheduled task ensures the customer changes are communicated down to sites. NOTE: The scheduled task should only run at the highest management level. Sends the POS transaction information for the last 3 serving days (as long as they are within the past 14 days). By default, the task runs at 11:30PM every night. The scheduled task ensures the transaction information is communicated to all levels. NOTE: The scheduled task should run at every level except CO. 7-6 Utilities (100610) Scheduled Tasks Setup (100611)

131 Scheduled Tasks Setup Screen Advanced Tab Definitions Store site and customer liability Store student enrollment counts Student eligibility calculation Task to automatically complete open shopping lists Task to populate PosTransactionDetails related to other sites Updates F&R Addresses Verifies Patron Balances Calculate the student and site liability information. By default, the task runs at 1:30am. The process looks for any transactions that have happened since the last time liability was run. It calculates or recalculates the balances for those days, even if they have already been run. Collects enrollment counts data at 11:30 pm everyday by default or the time specified. This process will take POS eligibility counts, free and reduced eligibility counts, and verify that a student s POS eligibility matches his free and reduced eligibility if the Free and Reduced module is installed. The task is automatically run after any customer import and after free and reduced expiration processing is finished. Expires Free and Reduced temporary applications. By default, this task is disabled since temporary applications can be expired manually. Completes any open shopping lists based on the specified day of the week at the specified time. You can set up the following options in Site Maintenance (100200/100031) > Back of the House Setup tab > Procurement sub-tab: The day of the week you want the scheduled task to run. The time of day you want the scheduled task to run. The number of days in advance you want to warn the site users that their open shopping lists are about to be completed automatically. Complete open shopping lists that have an order date within the next X days. Collects transaction data that occurred at a site that is different from a student s home site. The records are communicated to the student s home site to ensure that accurate records are maintained and displayed on transaction type reports. This scheduled task should be disabled if other site sales functionality is not in use. Copies addresses from the Customers screen in the Point of Service module to the Free and Reduced module. Calculates the customer s balance from all transactions and payments, compares it to the current balance, and updates the balance as required to adjust any incorrect balance. This scheduled task should only be enabled at the CO level and should not be disabled unless POS is not in use. Utilities (100610) Scheduled Tasks Setup (100611) 7-7

132 Copy Intervals Definitions Refer to the following topics for information on this feature. Select Publications Sub-Tab page 7-8 Select Values Sub-Tab page 7-8 Select Destinations Sub-Tab page 7-9 RELATED TOPICS You can copy the scheduled task publication values to other sites using Copy Intervals. If a blackout period is in effect for the OSC Interval Configuration publication, the changes are not sent to the sites until the blackout period ends. Select Publications Sub-Tab The Select Publications sub-tab displays a list of scheduled task publications whose values you can copy to other sites. Review the following screen components to become familiar with the related tasks. Scheduled Tasks Setup Screen Advanced Tab Select Publications Definitions Available Publications Section Selected Publications Section Done Copying Copy and Save Displays a list of publications whose values can be sent to selected sites. Displays a list of publications whose values are selected to be sent to selected sites. Click to cancel copy mode. Click to copy the selected publications and values to the selected sites. Select Values Sub-Tab The Select Values sub-tab displays a list of scheduled task publication values you can copy to other sites. Review the following screen components to become familiar with the related tasks. Scheduled Tasks Setup Screen Advanced Tab Select Values Definitions Available Values Section Selected Values Section Done Copying Copy and Save Displays a list of publication values that can be sent to selected sites. Displays a list of publication values selected to be sent to selected sites. Click to cancel copy mode. Click to copy the selected publications and values to the selected sites. 7-8 Utilities (100610) Scheduled Tasks Setup (100611)

133 Select Destinations Sub-Tab The Select Destinations sub-tab displays a list of sites you can copy scheduled task publications to. Review the following screen components to become familiar with the related tasks. Scheduled Tasks Setup Screen Advanced Tab Select Destinations Definitions Selected Column ID Column Description Column Number Column Name Column Done Copying Copy and Save Select the sites you want to copy publication values to. Displays the ID number assigned to the destination site. Displays a description of the destination site. Displays the terminal number assigned to the destination terminal. Displays the physical computer name assigned to the destination machine. Click to cancel copy mode. Click to copy the selected publications and values to the selected sites. Schedule Backups Configuration 1. Go to System Management > Utilities > Scheduled Tasks Setup (100611). The Scheduled Tasks Setup screen displays. 2. Enter the path to the backups folder in the Backups Folder field. 3. Enter the number of backup files to be saved to your hard drive in the Number of Backup Files to Retain field. 4. Click Save. Add Backup Blackout Periods 1. Go to System Management > Utilities > Scheduled Task Setup (100611). The Scheduled Tasks Setup screen displays. 2. Click the Standard tab. 3. Select the site whose blackout period you want to add from the Configure/View Blackout Periods for list. 4. Click Add Item. A new line is added to the bottom of the list. 5. Enter a description for the backup blackout period in the Description column. 6. Browse to select the tasks to blackout in the Assign Tasks column. The Task Selection screen displays. Figure 7-1: Task Selection Screen Utilities (100610) Scheduled Tasks Setup (100611) 7-9

134 7. Select the tasks to be blocked. 8. Click OK. 9. Enter the beginning time for the backup blackout period in the Start column. 10. Enter the ending time for the backup blackout period in the End column. 11. Click Save. 12. Do you want to copy blackout periods to site(s) other than the one you are logged on to? If yes, continue to the next step. If no, this procedure is complete. 13. Click Copy Blackouts. The Select Blackouts sub-tab displays. 14. Use the Mover Control to move the desired blackout periods to the Selection section. 15. Click Select Destinations. The Select Destinations sub-tab displays a list of all initialized machines located at this level and lower. 16. Select the sites you want to copy the blackouts to. 17. Click Copy. The selected values are copied to the selected sites. Edit Backup Blackout Periods 1. Go to System Management > Utilities > Scheduled Task Setup (100611). The Scheduled Tasks Setup screen displays. 2. Click the Standard tab. 3. Select the site whose blackout period you want to edit from the Configure/View Blackout Periods for list. 4. Click the record. 5. Make the required edits. 6. Click Save. 7. Do you want to copy blackout periods to site(s) other than the one you are logged on to? If yes, continue to the next step. If no, this procedure is complete. 8. Click Copy Blackouts. The Select Blackouts sub-tab displays. 9. Use the Mover Control to move the desired blackout periods to the Selection section. 10. Click Select Destinations. The Select Destinations sub-tab displays a list of all initialized machines located at this level and lower. 11. Select the sites you want to copy the blackout periods to. 12. Click Copy. The selected values are copied to the selected sites. Delete Backup Blackout Periods 1. Go to System Management > Utilities > Scheduled Task Setup (100611). The Scheduled Tasks Setup screen displays. 2. Click the Standard tab. 3. Click the record. 4. Click Remove Item. 5. Click Save Utilities (100610) Scheduled Tasks Setup (100611)

135 Edit Advanced Scheduled Task Settings 1. Go to System Management > Utilities > Scheduled Tasks Setup (100611). The Scheduled Tasks Setup screen displays. 2. Click the Advanced tab. 3. Select the site whose intervals you want to edit from the Configure/View Intervals for list. 4. Click the record. 5. Make the required edits. 6. Click Save. 7. Do you want to copy intervals to site(s) other than the one you are logged on to? If yes, continue to the next step. If no, this procedure is complete. 8. Click Copy Intervals. 9. Click Select Publications. The Select Publications sub-tab displays. 10. Select the publications you want to copy to other sites. 11. Use the Mover Control to move the desired publications to the Selection section. 12. Click Select Values. The Select Values sub-tab displays. 13. Select the publication values you want to copy to other sites. 14. Use the Mover Control to move the desired values to the Selection section. 15. Click Select Destinations. The Select Destinations sub-tab displays. 16. Select the sites you want to copy the intervals to. 17. Click Copy and Save. The selected publication values are copied to the selected sites. Utilities (100610) Scheduled Tasks Setup (100611) 7-11

136 Notes...a 7-12 Utilities (100610) Scheduled Tasks Setup (100611)

137 SYSTEM MANAGEMENT REPORTS Chapter 8 Chart of Account Codes (800001) RELATED TOPICS Report Criteria for Chart of Account Codes Screen Definitions (800001) page 8-1 Chart of Account Codes Report Definitions page 8-1 This report displays a list of chart of account codes. Chart of Accounts (COA) are used to classify expenditures into account codes that are used by your accounting department for their general ledgers. Report Criteria for Chart of Account Codes Screen Definitions (800001) Choose the header information, report type, sort order, and footer information. Chart of Account Codes Report Definitions This report displays the following information. Chart of Account Codes Definitions COA Code Type Description Displays the codes associated with your Chart of Accounts. Identifies the COA codes representing Credit or Debit accounts. Displays the descriptions of the COA codes. SAMPLE SITE System Management Reports Chart of Account Codes (800001) 8-1

138 Communications Report (800216) RELATED TOPICS Report Criteria for Communications Report Screen Definitions (800216) page 8-2 Communications Report Definitions page 8-2 This report provides information about the machines on site and their communications status. Machines marked as Long-term Disconnected on the System Management > Sites Management > Sites Maintenance (100200) > Site Maintenance detail screen do not display on the report. Report Criteria for Communications Report Screen Definitions (800216) Choose the header information, site, footer information and the following criteria for the report. Report Criteria for Communications Report Screen Definitions Communications Status Choose to print the report for failed or both successful and failed communications status. Communications Report Definitions The report displays the following information. Communications Report Definitions Site Name Terminal Number Computer Name Publication Last Communication Date Success Displays the name of the site. Displays the number of the terminal. Displays the name of the computer. Displays the name of the publication. Displays the date the publication last communicated. Displays True or False to indicate the success or failure of the last time the publication communicated. 8-2 System Management Reports Communications Report (800216)

139 8-3 System Management Reports Communications Report (800216)

140 Communications Rollover (800151) RELATED TOPICS Report Criteria for Communications Rollover Screen Definitions (800151) page 8-4 Communications Rollover Report Definitions page 8-4 This report displays the communications rollover information. Report Criteria for Communications Rollover Screen Definitions (800151) Choose the header information, site, footer information and the following criteria for the report. Report Criteria for Communications Rollover Screen Definitions Rollover Status Choose to include successful rollovers, failed rollovers, or both failed and successful rollovers on the report. Communications Rollover Report Definitions The report displays the following information. Communications Rollover Report Definitions Site ID Site Name Terminal Number Computer Name Start Date Finish Date Attempts Rollover Status Displays the site ID. Displays the name of the site. Displays the number of the terminal. Displays the name of the computer. Displays the time the rollover started. Displays the time the rollover ended. This time does not indicate whether or not the process was successful. Displays the number of attempts. Displays current Rollover Status. 8-4 System Management Reports Communications Rollover (800151)

141 System Management Reports Communications Rollover (800151) 8-5

142 Scheduled Task Results (800105) RELATED TOPICS Report Criteria for Scheduled Task Results Screen Definitions (800105) page 8-6 Scheduled Task Results Report Definitions page 8-6 This report displays results of scheduled automated tasks for the selected dates. Report Criteria for Scheduled Task Results Screen Definitions (800105) Choose the header information, report type, footer information and the following criteria. Report Criteria for Schedules Task Results Screen Definitions Scheduled Tasks Run Dates Select the starting and ending dates for the report. You can choose to run the report for all dates, a specific date range, or a report period. Report periods can range from today to the year to date or can include a single quarter. Scheduled Task Results Report Definitions This report displays the following information. Scheduled Task Results Report Definitions Running Scheduled Task Description Template Name Start Time End Time Run as User Number of Messages Messages Displays the name of the scheduled task. Displays the name of the template in use. Displays the time the scheduled task began. Displays the time the scheduled task ended. Displays the name of the user running the task. Displays the number of messages generated. Displays the message information. 8-6 System Management Reports Scheduled Task Results (800105)

143 Customers Import Template name: patron import 11/15/ :00:12PM 11/15/ :00:15PM ADMIN, ADMIN 1 Import process has completed with errors. Total number of records in the import file(s) was 0. Total number of errors was 1. Do you want to run Customers Import Results report for details? System Management Reports Scheduled Task Results (800105) 8-7

144 Site Listing (800162) RELATED TOPICS Report Criteria for Site Listing Screen Definitions (800162) page 8-8 Site Listing Report Definitions page 8-8 This report provides a list of all the sites and their contact information. Report Criteria for Site Listing Screen Definitions (800162) Choose the header, sort by, and footer information. Site Listing Report Definitions This report displays the following information. Site Listing Report Definitions SiteID Site Name Parent Site Contact Type Address Contact Phone Fax Mobile Displays the site ID. Displays the name of the site. Displays the name of the parent site. Displays the preferred contact method, such as Mailing or Phone. Displays the mailing address for the contact person. Displays the name of the contact person. Displays the work number for the contact. Displays the Fax number of the contact. Displays the mobile phone number of the contact. Displays the address of the contact. 8-8 System Management Reports Site Listing (800162)

145 System Management Reports Site Listing (800162) 8-9

146 Software Version (800213) RELATED TOPICS Report Criteria for Software Version Screen Definitions (800213) page 8-10 Software Version Report Definitions page 8-10 This report displays the version of software running on each computer in your district. Report Criteria for Software Version Screen Definitions (800213) Choose the header information, site selection, footer information and the following criteria. Report Criteria for Software Version Screen Definitions Software Selection Show Only Non Matching Choose to view the software version for all products or selected products. Choose to view only those sites that do not match the central office installation. When a site does not match the central office, an asterisk (*) displays in front of the version number. Software Version Report Definitions This report displays the following information. Software Version Report Definitions Site Number - Site Name Terminal Number Computer Name Component Displays the site for which the information is being displayed. Displays the number of the terminal. Displays the name of the computer. Displays the version number of the software component. If a version number is unavailable, * NOT FOUND displays. All of the following components are included with your installation: KidServe - Runs the software. AppStart - Starts the software. Update Manager - Updates the software automatically. Runtime - Represents the framework aspects of the software System Management Reports Software Version (800213)

147 KidServe U Runtime CO KidServe Runtime KidServe Runtime Line 42-1 * D * KidServe Runtime Line KidServe Runtime Line 44-1 * * * * KidServe Runtime Line KidServe Runtime Line 46-1 D * System Management Reports Software Version (800213) 8-11

148 User Activity Audit (800163) RELATED TOPICS Report Criteria for User Activity Audit Screen Definitions (800163) page 8-12 User Activity Audit Report Definitions page 8-12 This report displays the user activity by tracking the user logins. Report Criteria for User Activity Audit Screen Definitions (800163) Choose the header information, site selection, sort order, footer information and the following criteria. Report Criteria for User Activity Audit Screen Definitions Date Activity Types Selection User Selection Select the starting and ending dates for the report. You can choose to run the report for all dates, a specific date range, or a report period. Report periods can range from today to the year to date or can include a single quarter. Choose to view all activity types or selected activity types. Choose to view all users that have logged in or selected users. User Activity Audit Report Definitions This report displays the following information. User Activity Audit Report Definitions Site Date and Time User Name User Login Activity Displays the site for which the information is being displayed. Displays the date and time the activity took place. Displays the user name associated with the login. Displays the user login. Displays the type of activity; typically login and log out System Management Reports User Activity Audit (800163)

149 HORIZON CENTRAL OFFICE User Activity Audit Site: (None) Date and Time User Name User Login Activity 2/16/ :48:46AM ADMIN ADMIN2 ADMIN2 Login Failure 2/16/ :48:49AM ADMIN ADMIN2 ADMIN2 Login Failure 3/5/2009 3:44:19PM ADMIN ADMIN2 ADMIN2 Login Failure 3/25/ :36:51AM Amy Banks AB1729 Login Failure 3/25/ :36:55AM Amy Banks AB1729 Login Failure 3/25/ :36:58AM Amy Banks AB1729 Login Failure 3/25/ :37:04AM Amy Banks AB1729 Login Failure: Locked Out 3/25/ :37:15AM Jen Collier JCOLLIER Login Failure 3/25/ :37:20AM Jen Collier JCOLLIER Login Failure 3/25/ :37:28AM Jen Collier JCOLLIER Login Failure Site: 0040 HORIZON CENTRAL OFFICE Date and Time User Name User Login Activity 1/16/2009 9:55:17AM ADMIN ADMIN2 ADMIN2 Login 1/16/ :35:30AM ADMIN ADMIN2 ADMIN2 Log Out 1/16/ :35:57AM ADMIN ADMIN2 ADMIN2 Login 1/16/2009 3:59:26PM ADMIN ADMIN2 ADMIN2 Log Out 1/16/2009 4:00:43PM ADMIN ADMIN2 ADMIN2 Login 1/16/2009 4:04:11PM ADMIN ADMIN2 ADMIN2 Log Out 1/30/ :47:07AM ADMIN ADMIN2 ADMIN2 Login 1/30/ :47:47AM ADMIN ADMIN2 ADMIN2 Log Out 2/3/2009 9:58:54AM ADMIN ADMIN2 ADMIN2 Login 2/3/ :43:43AM ADMIN ADMIN2 ADMIN2 Log Out 2/3/ :54:02AM ADMIN ADMIN2 ADMIN2 Login 2/3/2009 2:43:38PM ADMIN ADMIN2 ADMIN2 Log Out 2/3/2009 3:16:42PM ADMIN ADMIN2 ADMIN2 Login 2/3/2009 5:04:32PM ADMIN ADMIN2 ADMIN2 Log Out 2/4/2009 8:23:26AM ADMIN ADMIN2 ADMIN2 Login 2/4/ :43:35AM ADMIN ADMIN2 ADMIN2 Log Out 2/4/2009 2:20:19PM ADMIN ADMIN2 ADMIN2 Login 2/4/2009 4:35:27PM ADMIN ADMIN2 ADMIN2 Log Out 2/5/2009 8:40:38AM ADMIN ADMIN2 ADMIN2 Login 2/5/2009 8:45:51AM ADMIN ADMIN2 ADMIN2 Log Out 2/5/ :38:27AM ADMIN ADMIN2 ADMIN2 Login 2/5/2009 5:15:17PM ADMIN ADMIN2 ADMIN2 Log Out 2/6/ :13:25AM ADMIN ADMIN2 ADMIN2 Login 2/6/2009 2:38:45PM ADMIN ADMIN2 ADMIN2 Login 2/6/2009 2:42:41PM ADMIN ADMIN2 ADMIN2 Log Out 2/6/2009 2:49:51PM ADMIN ADMIN2 ADMIN2 Log Out 2/9/2009 8:39:05AM ADMIN ADMIN2 ADMIN2 Login 2/9/2009 9:45:54AM ADMIN ADMIN2 ADMIN2 Log Out 2/9/2009 1:02:35PM ADMIN ADMIN2 ADMIN2 Login 2/9/2009 1:04:02PM ADMIN ADMIN2 ADMIN2 Log Out 2/10/ :49:35AM ADMIN ADMIN2 ADMIN2 Login 2/10/ :55:06AM ADMIN ADMIN2 ADMIN2 Log Out (c) 2005 Horizon Software International, LLC. All rights reserved. User Activity Audit Page 1 of 9 System Management Reports User Activity Audit (800163) 8-13

150 User Listing (800035) RELATED TOPICS Report Criteria for User Listing Screen Definitions (800035) page 8-14 User Listing Report Definitions page 8-14 This report displays a list of users for the selected sites. Report Criteria for User Listing Screen Definitions (800035) Choose the header information, site, report type, sort order and footer information. User Listing Report Definitions This report displays the following information. User Listing Report Definitions Name Site Membership Displays the first and last name for each user. Displays the sites to which each user is a member System Management Reports User Listing (800035)

151 SAMPLE DISTRICT OFFICE User Listing Name ADMIN2, ADMIN Site Membership 0040-HORIZON DISTRICT OFFICE 0041-Horizon Site Horizon Site Horizon Site Horizon Site Horizon Site Horizon Site 6 Barnes, Annie Site Membership 0041-Horizon Site Horizon Site Horizon Site 3 Benton, Sally Site Membership 0047-Horizon Site 3 Collier, John Site Membership 0040-HORIZON DISTRICT OFFICE 0041-Horizon Site Horizon Site Horizon Site Horizon Site Horizon Site Horizon Site 6 Jackson, Chris Site Membership 0041-Horizon Site Horizon Site Horizon Site 3 Lindel, Lynn Site Membership 0040-HORIZON DISTRICT OFFICE 0041-Horizon Site Horizon Site Horizon Site Horizon Site Horizon Site Horizon Site 6 Smith, Mary Site Membership 0040-HORIZON DISTRICT OFFICE 0041-Horizon Site 1 (c) 2005 Horizon Software International, LLC. All rights reserved. User Listing Page 1 of 2 System Management Reports User Listing (800035) 8-15

152 Notes...a 8-16 System Management Reports User Listing (800035)

153 GLOSSARY Chapter 9 Overview There are links to the glossary terms listed in this section throughout this User Guide. These are identified by underlined text. For example: site type. A LA CARTE ITEM Any item sold to a customer that is not marked as a meal or a component that makes up a complete meal. A LA CARTE MODE An option that allows you to quickly sell menu items at a la carte prices without having to select a patron for each sale. ALASKA TEMPORARY ASSISTANCE PROGRAM (ATAP) Provides cash assistance and work services to low-income families with children to help them with basic needs while they work towards becoming self-sufficent. APPLICATION SERVER PROVIDER (ASP) Allows the sites and Central Office to share one centrally maintained database in real time by utilizing Windows Terminal Server software. AREA ELIGIBLE An after school care program site is area eligible if it is located at a school or in the attendance area of a school where at least 50 percent of the enrolled students are eligible for free or reduced meals. ASP Refer to Application Server Provider (ASP) on page 9-1. ATAP Refer to Alaska Temporary Assistance Program (ATAP) on page 9-1. AUTO CHARGE When this option is enabled and an amount is owed, the items is automatically charged to the customer's account without requiring any action from the cashier. If charge limits are reached then cash should be collected. BACK OF THE HOUSE (BOH) Consists of management and production of food and supplies through Inventory Management, Procurement, Menu Planner and Production modules. BASE MENU Once food items have been grouped into recipes, the next step is to combine recipes and/or individual food items into a Base Menu Plan. Base Menus serve as a template showing the items to be served on a particular day and the projected number of servings for each item. A nutritional analysis is run on the Base Menu to ensure compliance with USDA regulations. In addition, a cost analysis shows the financial impact of the planned menu. The Base Menu is then applied to each individual site as the Scheduled Menu on the calendar. The Scheduled Menu is used to actually plan and track daily food production at the site. Each site will ultimately enter their adjusted feeding figures for that day to recalculate the number of projected servings to be produced. BID ITEMS Inventory items that have been marked to be included in bids that you send out to your vendors. BID SPECIFICATIONS Written requirements that should be met for an inventory item when vendors are bidding on it. Glossary 9-1

154 BOH Refer to Back of the House (BOH) on page 9-1. BONUS ACCOUNT A special account typically use to make elective contributions. You can specify if the account can only be used to purchase meals. BROKEN UNIT Used to describe one unit out of a case of an inventory item. EXAMPLE A case may contain 12 bags, with each bag representing a broken unit A case may contain 6 #10 cans with 1 #10 can representing a broken unit. A case may contain 25 pounds with each pound representing a broken unit. BUYING GUIDE An USDA tool used to assist the menu planner in determining raw-to-cooked yields for recipe analysis. It also provides yield data from (AP) to (EP) of food and volume/weight conversions. CATCH WEIGHT ITEMS Catch weight items are inventoried, received and transferred using the total weight as the quantity, not the case/broken unit. Procurement When ordering catch weight stock items, the catch weight acts as a minimum/multiple that may be ordered. Physical Inventory During a physical inventory, catch weight stock items are inventoried using the total weight measure as the quantity. Receiving and Stock Transfers Stock items flagged as catch weight items are received using the total weight measure as the quantity to the tenth of a weight measure. During stock transfers, the transferring facility can transfer a total weight measure as the quantity for catch weight stock items. During stock transfers, the receiving facility can receive a total weight measure as the quantity for catch weight stock items. CASE SENSITIVE Indicates that a value for a field must be entered in the exact case (upper or lower case letters) that the value was created. CASE UNIT The term used to describe the purchasing unit that you will buy of an inventory item (i.e., 1 case). CATEGORIES (BOH) Used to group your stock items in the Back of the House modules. CENTRAL SITE Refers to the central facility that controls all sites within a district. CLAIMS REPORT A report filed with the USDA or state to receive payment for serving meals considered reimbursable that meet minimum nutritional guidelines of one-third of the Recommended Dietary Allowance (RDA) of protein, calcium, iron, and vitamins A and C with no more than 30 percent of the meal s calories can come from fat and no more than 10 percent can from saturated fat. 9-2 Glossary

155 CHART OF ACCOUNTS (COA) Used to classify expenditures into account codes that are used by your accounting department for their general ledgers. CLASSES (BOH) Used to group your stock items within a category. COA Refer to Chart of Accounts (COA) on page 9-3. COMMUNICATIONS PUBLICATION A group of data that is communicated as one entity from one computer to another, for which intervals can be set to determine how often a publication should synchronize with its publisher. COMPONENT BASED If a site is using the Component Based serving mode, you need to have identified on the Management Level Inventory screen POS tab in the Inventory module, which menu items contain one or more of the 5 required meal components that make up a reimbursable meal for a student. The 5 required meal components include a meat, a bread, 2 different fruits and/or vegetables and a serving of milk. If the customer selects more than one item containing a meat, bread or milk component, only one of those items will be included in the meal price. The two fruit and/or vegetable selections cannot be two of the same item. You may also specify whether the customer must select a meat/entree item for the purchase to qualify as a meal. When customers are purchasing items at the point of service they will need to select items that contain at least the minimum number of these meal components in order to be charged a meal price. The first purchase of such a meal by a student at the point of service during a specific meal period will be recorded as a reimbursable meal. Any additional items selected will be sold as a la carte items. Meals sold to adults will not be counted as reimbursable meals. The customer may select items containing more than the minimum number of meal components up to a maximum of all 5 different meal components and still be charged the same meal price for all of these items. EXAMPLE If you have the minimum items per meal set as 3, then the customer must select items containing at least 3 of the 5 meal components from this menu plan in order to purchase those items as a meal. If the customer selects less than the minimum, he/she will have to pay a la carte prices for the individual items. CONSOLIDATED ORDER A vendor order that has consolidated all of the sites' orders for that vendor's products into one order for the district. COST TYPE Type of cost for the inventory item: fixed fee, cost plus fee, cost plus percentage, and processing fee. CONTROL NUMBER A number created by the site or central office that is assigned to assets for record-keeping and tracking purposes. When assets are transferred from site to site, this number is used to track its location. COUPON This discount only applies to the specified item. It can have a preset amount or the cashier can enter the dollar value up to pre-specified maximum amount. CRITICAL CONTROL POINTS A measurement at which the food contamination has the most critical risk. It is used in the food management process. Critical points should be identified for each food product that is prepared. DAILY PLAN After creating daily plans, you can add to cycles and schedules throughout the year, as well as set up default menus to display at the point of service for each serving line and meal period. Glossary 9-3

156 DECLINE ACCOUNT This debit account can be used to pay for purchases with available funds deposited in the account based on specific criteria defined by the applicable meal plan. DEPRECIATION The reduction in value of property due to age, deterioration, wear and tear, etc. DIRECT CERTIFIED Students are determined by the state to be Direct Certified. In some cases the state agency may include students as Direct Certified that recieve Food Stamps/TANF/FDPIR. DISCOUNT A discount can have a preset percentage amount or the cashier can enter the percentage value up to the prespecified maximum amount. The discount will be applied only to the selected item. EARNED MEAL ACCOUNT This is a house account designated as an Earned account. If a district allows a customer to perform certain tasks in exchange for a free meal, the cost of a reimbursable meal is charged to this account. The account does not cover the cost of a la carte items. ELIGIBILITY Refers to the status a student or adult would qualify for the price they pay for breakfast or lunch with regards to income, special case, or other circumstances. ERROR PRONE APPLICATIONS Income applications that are within the $100 per month range of eligibility or $1200 annually. EVEN START A Government program designed to help break the cycle of poverty and improve the literacy of participating migrant families by integrating early childhood education, adult literacy or adult basic education, and parent education into a unified family literacy program. This developed from The Even Start Family Literacy Program if the Elementary and Secondary Education Act of 1965 and was most recently reauthorized by the Literacy Involves Families Together (LIFT) Act of 2000 and No Child Left behind Act of FAMILY INDEPENDENCE TEMPORARY ASSISTANCE PROGRAM (FITAP) A program in Louisiana that provides cash assistance to families with children when the financial resources of the family are insufficent to meet sustenance needs. FIFO Refer to FIFO on page 9-4. FILE TRANSFER PROTOCOL (FTP) The means by which your files are transferred. FTP is most commonly used on the Internet. FIRST IN FIRST OUT (FIFO) A method of costing inventory that assumes that costs of the first Goods purchased are those charged to cost of Goods sold when you actually sell Goods. FITAP Refer to Family Independence Temporary Assistance Program (FITAP) on page 9-4. FIXED ASSET A long-term, tangible, non-consumable property used in an entity s operation that usually has a life span of at least one year. EXAMPLE Land, buildings, computer software and systems, equipment 9-4 Glossary

157 FOOD GROUPS Used to categorize a food item according to five specific food groups (Meat, Vegetable/Fruit, Grain, Milk and Other). If you plan to create food-based menus (rather than nutrient-based, then you should assign food groups to each food item that will be used in your menus. FOOD INCLUDE A nutrition link food item with a Food Include (sequence number) represents a similar food item with the same nutrient values that also has the same weights for the same measure, such as specific species or brand items. EXAMPLE Acorn, butternut, hubbard, pumpkin and winter squash have similar nutrient profiles and weights for the same measures. Several brand-specific cheese pizzas may be represented by the same nutrition link food item code for cheese pizza because of their similar nutrient profiles. Different shaped macaroni products might have the same nutrient values and weights for the same measures, but each has a different description. When similar food items are associated with the same nutrition link food item code, each item has a different food include sequence number for unique identification. FOOD ITEM TYPES Used to categorize a food item according to how it is to be used when converting components into meals on production records when using nutrient-based menu planning. If you plan to create nutrient-based menus (rather than food-based), then you should you should assign a food item type (Entree, Side or Milk) to each food item that will be used in your menus. FOOD STAMPS A stamp or coupon issued by the Government to persons with low incomes that can be redeemed for food at stores and is used to qualify students for free reimbursable meals. FOOD SUB CODE A nutrition link food item with a Food Sub Code represents a food item with comparable nutrient values but different weights for the same measure. For instance, different brands of a chocolate cupcake with icing may have the same nutrient values per 100 grams, but the weight for 1 package of different brands might vary. Hot dogs packed 10 to the pound, 8 to the pound or 5 to the pound might have the same nutrient values per 100 grams, but the weights for 1 hot dog would vary. Each product, therefore, would be assigned a unique sub code. FOSTER STUDENT A student that has been removed from their birth parents or other custodial adults by state authority which takes responsibility for the child and places them in protective care. FRONT OF THE HOUSE (FOH) Consists of Point of Service functionality. FTP Refer to File Transfer Protocol (FTP) on page 9-4. GENERIC CUSTOMER A customer account created in order to sell items to customers with no ID or that are not set up in the system (a.k.a. No ID Customer). GLOBAL ITEM An item in master inventory that is available for distribution to other levels and sites. An inventory item not marked as a global item is considered a local item and is available only at the site it was added and at any child sites attached to that site. Once an item is designated as a global item, the field becomes disabled and the designation cannot be removed. GROUPS (INVENTORY GROUPS) Used to group inventory items for which you may want to view the history of similar products. Glossary 9-5

158 HACCP Refer to Hazard Analysis and Critical Control Point (HACCP) on page 9-6. HAZARD ANALYSIS AND CRITICAL CONTROL POINT (HACCP) A process used to prevent foodborne illness. It was created for the food industry to assure food safety. HAZARD ANALYSIS AND CRITICAL CONTROL POINT (HACCP) CATEGORY Provides recommended cooking and holding standards for particular types of foods to prevent spoilage and contamination. HEAD START Provides funding to promote school readiness by enhancing the social and cognitive development of lowincome children, including children on federally recognized reservations and children of migratory farm workers, through the provision of comprehensive health, educational, nutritional, social and other services; and to involve parents in their children's learning and to help parents make progress toward their educational, literacy and employment Goals. Head Start was created in HOMELESS STUDENT As defined by the Runaway and Homeless Youth Act of 1974, an individual who is under age 18, for whom it is not possible to live in a safe environment with a relative and has no other safe living arrangement. The McKinney-Vento Act, which was part of the No Child Left Behind Act, also includes in the definition as individuals who lack a fixed, regular, and adequate nighttime residence. HOUSE ACCOUNT This account can be used by all members of the meal plan. Choose to only allow meal purchases in order to control how the account is used. INCLINE ACCOUNT An Incline Account (charge account) can be used to charge purchases based on specific criteria defined by the assigned meal plan. INVENTORY HISTORY A record of usage for inventory items to help forecast how much of an item you will need to order for a given time. INSTALLATION TYPE The license file assigned to the site identifies whether the site's installation type is management level, site, terminal, central warehouse, central kitchen or base kitchen. The software functions that can be accessed by the site are determined by the site's installation type. INSTITUTIONALIZED CHILD This term refers to a child who is the legal responsibility of a welfare agency or court and residing in a residential type institution that is not a boarding school as determined by the state. INVENTORY TYPES Used to classify your inventory items into USDA Goods, purchased Goods, supply Goods, or equipment. ITEM GROUP TYPES Assigned to item groups to define how menu items will be sorted when displayed on screen and printed receipts. The higher the sort value, the higher the item will display in the list. EXAMPLE An Item Group Type assigned a sort value of 2000 will appear before an Item Group Type assigned a sort value of 1000, which could be Hot Entree. An Item Group Type can be marked as a Modifier Group. This means items assigned to the item group are typically served with a particular menu item. The items will be indented on receipts and reports to indicate that they are modifiers for the item listed directly above. 9-6 Glossary

159 ITEM GROUPS Used to group similar type items together for use on a menu and will serve as a sub menu on the menu grid at the point-of-service. Item Groups can consist of a combination of menu items, other item groups, menus and various payment options. KEY PERFORMANCE INDICATORS (KPI) Key Performance Indicators (KPI) can be used to measure efficiency of various areas of your operation based on data captured in the program. KINSHIP GUARDIANSHIP ASSISTANCE PAYMENT PROGRAM (KINGAP) A program in California that provides a new permanency option for children in appropriate, long-term foster care placements with relative caregivers. This program began January 1, KPI Refer to Key Performance Indicators (KPI) on page 9-7. LAST IN FIRST OUT (LIFO) A method of costing inventory that assumes that costs of the most recent purchases are the first costs charged to cost of Goods sold when you actually sell the Goods. LEAD TIME The number of days it will take for an item to be delivered to you after placing the order with a particular vendor. LIFO Refer to Last In First Out (LIFO) on page 9-7 MANAGEMENT LEVELS Sites can be grouped by Management Levels to maintain a hierarchy and provide data ownership rights that Govern their ability to add data, edit data, view data and print reports. There are three basic types of Management Levels: top management, middle management and bottom management. The top management level and bottom management level are preloaded. Their names can be edited, but their positions cannot be moved in the hierarchy and they cannot be deleted. Use of middle management levels is optional. If used, multiple middle management levels can be added, edited or deleted by the user. MAXIMUM STOCK LEVEL The greatest number of cases of the inventory item that can be stored at the site at any time. MEAL ACCOUNT A Meal Account can be set up to pay for meal purchases based on specific criteria defined by the applicable meal plan. MEAL BASED SERVING MODE If a site is using the Meal Based serving mode, you need to have identified on the Management Level Inventory screen - POS tab in the Inventory module, which menu items are considered to be a Meal. There must be at least one menu item that is marked as a Meal assigned to each menu plan that will be used for breakfast or lunch. The first purchase of such a Meal by a student at the point of service during a specific meal period will be recorded as a reimbursable meal. Any items purchased in addition to the meal will be sold as a la carte items. Meals sold to adults will not be counted as reimbursable meals. Glossary 9-7

160 MEAL IDENTIFIERS The Order Box displays quantity, price and account used for each selected menu item. When a meal item is selected, one of the following identifiers will display next to the item in the box instead of the quantity: IDENTIFIEF DESCRIPTION TYPE OF CUSTOMER PRICE R Reimbursable Meal (1 per serving period) (or items if using Component Based or NuMenu serving mode) Meal Item (or items if using Component Based or NuMenus serving mode) Student Generic/No ID Eligibility 1st meal price Eligibility 1st Meal Price M Student - 2nd meal Adult, employee and teacher - 1st meal Eligibility 2nd Meal Price Adult, employee and teacher - 2nd meal Eligibility 1st meal price Eligibility 2nd meal price Premium Meal (Meal Based only) Full pay student and adult - 1st meal Management Level Inventory > POS > Price Reduced price and free student - 2nd meal Management Level Inventory > POS > Price Items selected in A la Carte Mode All - No ID required No ID full pay 1st meal price NUMERIC VALUE Quantity of A la Carte menu items selected Student, adult, employee and teacher Management Level Inventory > POS > Price MEALS PER LABOR HOUR Meals per labor hour is the number of meals or meal equivalents divided by the number of paid labor hours. MEAL PLAN Meal Plans are assigned to customers to control which accounts are available for their use at the point of service. When you set up a Meal Plan, you have the ability to determine which accounts you want to associate with the Meal Plan as well as set parameters for each account and pricing information. MEAL SWAPPING Meal Swapping refers to the ability for a customer to exchange a previously used meal credit for use during the current sale. A meal swap can occur at a different location from where the original meal was purchased. Once the meal swap has been accepted at a location, the previous transaction will be voided and resold at a la carte pricing as though the meal credit was not used, making the meal credit available to be used during the current sale. A meal swap must occur during the same day as the original meal purchase and must involve the same account. A used meal credit may be swapped for another meal purchase or for use as cash equivalence across multiple meal periods. During the same meal period, a used meal credit may not be swapped to purchase a different meal, but a used meal credit may be swapped to be used as cash equivalence as many times as desired during the same meal period, or across multiple meal periods, as long as use of cash equivalence is allowed during that meal period. MENU BAR The Menu Bar consists of a series of buttons located along the top of the Process Sales screen that provide quick access to frequently used Item Groups, Menus, Payment Options or even frequently sold menu items. 9-8 Glossary

161 MENU CYCLES You can set up multiple weekly Menu Cycles consisting of daily plans. The cycles then can be easily scheduled for a specified date range to facilitate setting up your planned menus to display at the point of service. MENU GRID The Menu Grid consists of 50 placeholder buttons that allows you to design a specific menu containing various menu items, item groups, or other menus for use at the point of service. MIGRANT STUDENT A migrant student is defined in section 1309 of the Elementary and Secondary Education Act of The Office of Migrant Education (OME) admisters grant programs that provide academic and supportive services to the children of families who migrate to find work in the agricultural and fishing industries. MINIMUM STOCK LEVEL Minimum Stock Level is the least number of cases of the inventory item that should be on hand at the site at all times. MODIFIER ITEM GROUPS Modifier Item Groups contain a selection of menu items that are typically served with particular menu items, or they may contain a variety of cooking instructions, such as rare, medium or well-done. A modifier item group can be assigned to any applicable menu item. When placing orders, if a menu item is selected that has a modifier item group attached, a submenu will automatically display a list of the items assigned to the associated modifier item group, from which the applicable items can be selected. NUMENUS NuMenus is a menu planning option that allows foods in any quantity to be used to meet the nutrition Goals, unlike food-based menus, where foods from specific food groups and in specific quantities must be offered. The menus are analyzed over a school week using a weighted nutrient analysis with an average based on the projected number of servings of each menu item. If a site is using the NuMenus serving mode, you need to have identified on the Management Level Inventory screen POS tab, which menu items are one of the 3 NuMenus meal item types that make up a reimbursable meal for a student. The items that make up the meal must be categorized as entree, side or milk. If the customer purchases more than one item identified as an entree or milk, only one of those items will be included in the meal price. You may also specify if an entree and/or milk is required to be taken at the point of service for the purchase to qualify as a meal. When customers are purchasing items at the point of service they will need to select between the minimum number and maximum number of NuMenus meal item types in order to be charged the meal price. The first purchase of such a meal by a student at the point of service during a specific meal period will be recorded as a reimbursable meal. Any additional items selected will be sold as a la carte items. Meals sold to adults will not be counted as reimbursable meals. EXAMPLE If you have the minimum number of meal item types allowed set as 3 and maximum number of meal item types allowed set as 4, then the customer must select at least 3, but no more than 4, of the required NuMenus meal item types from this menu plan in order to purchase those items as a meal. If the customer selects fewer than the minimum number of meal item types allowed, he/she will have to pay a la carte prices for the individual items. If the customer selects more than the maximum number of meal item types allowed, he/she will have to pay a la carte prices for the additional items. NATIONAL SCHOOL LUNCH PROGRAM (NSLP) The National School Lunch Program (NSLP) is a federally assisted meal program operating in public and nonprofit private schools and residential child care institutions. It provides nutritionally balanced, low-cost or free lunches to children each school day. The program was established under the National School Lunch Act, signed by President Harry Truman in NSLP Refer to National School Lunch Program (NSLP) on page 9-9. Glossary 9-9

162 NUTRITION LINK CODE A Nutrition Link is the code used to link a stock item to a nutrition link food item with the same nutrient values. ORDERING POINTS Using Ordering Points allows you to set up additional locations to receive orders placed for a site. For example, a mobile unit may place an order that they pick up at a remote location. PARENT/CHILD SITES Sites can be grouped administratively to facilitate distribution of responsibility and consolidation of data by creating an association between a Child Site and the Parent Site that functions as the next higher level of authority. PAYMENT OPTIONS Payment Options are for use at the point of service by the customer and consist of voucher accounts, coupons and discounts. PERPETUAL INVENTORY Perpetual Inventory represents the values that the program has recorded as the current on-hand amounts of all of your inventory items. PHYSICAL INVENTORY Physical Inventory represents the current on-hand values of your inventory items that you have counted in your storage areas. PRICING LEVEL (TIER PRICING) Pricing Levels allow for different prices to be set up for individual items so the appropriate price can be charged to a patron that is assigned to a specific meal plan. If the patron's meal plan has no assigned pricing level, they will pay the default price. Also, if their meal plan is not on a pricing level that the item is assigned to, they will pay the default price. PRINCIPAL ACCOUNT A Principal Account is used in a K-12 school environment. It is a house account designed to allow reimbursable meals to be charged to the principal and the principal will pay for the meal later. PROCESS APPROACH TO HACCP (HAZARD ANALYSIS AND CRITICAL CONTROL POINT) A method of classifying food preparation into three broad categories which includes the number of times an item Goes through the temperature danger zone. PROCESS NUMBER A number assigned to every screen. When you become more familiar with the system, you may want to go directly to a particular process number by using the Go To feature. No matter how you choose to get to a screen, the process number will always display for your reference. PROVISION 2 A program run by the USDA which is four years at a time where all students in the selected site are served a free meal regardless of eligibility. This program is designed to eliminate some of the cost of administration of a Child Nutrition Program. Refer to the USDA s website for further information at QUICK SALE FEATURE The Quick Sale feature allows you to quickly sell the item on the Auto/Quick Sale position without selecting the item. If the customer has available funds or credit, the system will process the sale for the item when you touch the End Sale button and return you to the Point of Service screen. Otherwise, a Tender screen will display for you to collect cash for the amount owed. REBATE ITEM A Rebate Item is an inventory item that has been marked to receive a rebate from the vendor Glossary

163 RECIPE A Recipe is an item that requires preparation such as chicken noodle soup. Recipes typically consist of multiple ingredients. REGISTERED INDIAN The term Registered Indian refers to the Food Distribution Program on Indian Reservations (FDPIR) which is a Federal program that provides commodity foods to low-income households, including the elderly, living on Indian reservations, and to Native American families residing in designated areas near reservations and in the state of Oklahoma. REIMBURSEMENT Money received from the USDA National School Lunch Program or a state Government for meals served to students in a school lunch program. REORDER QUANTITY Reorder Quantity is the number of cases on hand of the inventory item that will trigger the item to be automatically reordered. Reorder Quantity is also referred to as Reorder Level or Reorder Point. RETAIL COST Retail Cost is a higher price than what you paid for the item that you would charge a site in order to receive a profit. RUNAWAY STUDENT As defined by the Runaway and Homeless Youth Act of 1974, a student who leave home and remain away without parental permission. SCHOOL MILK PROGRAM The School Milk Program encourages consumption of milk by children who do not participate in other child nutrition programs. The federal sets a reimbursement rate annually for each half-pint of milk. Schools in the National School Lunch or School Breakfast Programs may also participate in the School Milk Program to provide milk to children in half-day pre-kindergarten and kindergarten programs where children do not have access to the school meal programs. SCHOOL SNACK PROGRAM This is an Afterschool Snack program which is reimbursed by the NSLP which gives students a nutritional boost and draws them into supervised activities that is safe, fun, and filled with learning opportunities. This reimbursable snack must contain two different components of the following four: a serving fluid of milk, a serving of meat or meat alternate, a serving of vegetable(s) or fruit(s), or a serving of whole grain or enriched bread or cereal. SEVERE NEED ELIGIBILITY Schools may receive severe need payments for free and reduced-price breakfasts when 40 percent or more of the lunches at the school in the second preceding year were served to students qualifying for free or reduced-price meals. These payments are in addition to the regular reimbursement. An additional two cents per lunch is available to LEAs which served 60 percent or more free or reduced-price lunches districtwide during the second preceding year. SERVING MODE How the system handles different methods of determining what makes a meal. SERVING PERIODS Used to define the different service times throughout the day, such as breakfast, lunch, snack and dinner. Used throughout the system for various setups, you can generate a variety of sales reports based on the serving period. SHELF LIFE The number of days an inventory item is allowed to be on the shelf before it spoils. SITE Refers to the satellite sites that are controlled by the same Central Site. Glossary 9-11

164 SITE GROUPS Used to classify sites for reporting purposes. SITE TYPES Used to classifying individual sites according to their business operation and used to set up inventory items, vendors and order processing modes specifically for their needs. TANF Refer to Temporary Assistance for Needy Families (TANF) on page TEMPORARY ASSISTANCE FOR NEEDY FAMILIES (TANF) A program that was created by the Welfare Reform Law of 1996 that provides assistance and work opportunities to needy families by granting states the federal funds and wide flexibility to develop and implement their own welfare programs. TIER PRICING Refer to Pricing Level (Tier Pricing) on page TILL NUMBER Every day, the Till Number starts with Till 1 for each serving line. Each user on that serving line will have a different till number. A till number will never be recycled on a particular day for a particular line. Each user can have only one till open per line per day. If a user logs off before closing their terminal and someone else logs on, the new user has the ability to open their own till, process transactions and close it. Then the previous person can log back on and continue processing transactions. There is no limit to the number of tills that can be open at the same time. UNIT COST Unit Cost is the actual unit price that you paid for an inventory item. UNITED STATES DRUG AND AGRICULTURE (USDA) EQUIVALENT An USDA item marked as being a Good substitute for a purchased Good item. VENDOR STATUS Used to indicate any status that may apply to this vendor. EXAMPLE You may be required to order from a minority vendor, so any vendor of this status should be marked minority. VENDOR TERMS The payment terms that apply to your orders for accounting purposes (i.e., net 10 days). VOUCHERS Patrons use these at the point of service as payment before deducting anything cash from the patron's account(s). Either a preset dollar amount or any open amount that can be entered by the cashier at the point of service may be applied for payment of items purchased and taxes due. Typically vouchers accepted at the point of service would be collected and submitted for payment to the person who issued them. WAN Allows several geographical locations to be linked together over a computer network for the purpose of sharing and transferring information between site computers. WAVG Refer to Weighted-Average (WAVG) on page WEIGHTED-AVERAGE (WAVG) A method of costing ending inventory using a weighted-average unit cost. It is determined by dividing the total cost of Goods available for sale by the total of the number of units purchased plus those in beginning inventory. Units in the ending inventory are carried at this per unit cost Glossary

165

166 To reorder, contact Sales Support at (800)