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Service Records Presented by: Cassie Taan – Systems Analyst FoodPro User Conference 2014 - Service Records 1

Service Records

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Service Records. Presented by: Cassie Taan – Systems Analyst. Service Records – What?. Captures the number of patrons and portions served Daily By Meal Updates Acceptability Factor Post Cost Patron History. Service Records – Why?. Importance? Building blocks Garbage In – Garbage Out. - PowerPoint PPT Presentation

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Page 1: Service Records

FoodPro User Conference 2014 - Service Records

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Service Records

Presented by:Cassie Taan – Systems Analyst

Page 2: Service Records

FoodPro User Conference 2014 - Service Records

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Service Records – What?• Captures the number of patrons and portions

served– Daily– By Meal

• Updates– Acceptability Factor– Post Cost– Patron History

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Service Records – Why?• Importance?

– Building blocks– Garbage In – Garbage Out

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Service Records – Why?• Acceptability factor

– Popularity of an item/recipe– Ex. We have a total of 100 students, if we expect 40%

of students to select a certain item, AF = 0.4– Determines whether or not an item should be used

• Patron History– Reference weeks – help with forecasting

• Must be entered prior to forecasting– Forecasting based of service records

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Service Records – How?• How to access Service Record

Maintenance1. Choose Desired Location2. Select Activities (toolbar)3. Select Input Service Record

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Service Records - How?• Entering Patron Cell• Entering number of

portions served• Color Coding of Grid

Cells• The Service Record grid

is represented by Patron Count, Meal Period and Production Department

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Service Records – Color Code

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Service Records – Patron Cell• Enter patron count on desired meal

period– Click cell and type count

• Event code– Description of below/above average

counts– Helps w/ forecasting– Skewed counts

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Service Records – Portion Count• Fill in each recipe with

the amount served– v2.5 yield option

• Validity Check• Required section is

entered when a recipe runs out– Calculation– v2.5 include calculator

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Service Records – Yields vs. Portion• Easy way “count”

served item– Ex. Soup– Lasagna

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Service Records – Validity Check• Ensures AF are updated accurately• If the portions entered:

– Greater than 150 % portion forecasted

– Less than 50 % portion forecasted• Message will appear and prompt

for confirmation• AF does not adjust

– difference between Actual vs. Forecasted is greater than 25 %

– The system assumes the actual is different for a reason

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Service Records – Running Out• If you run out of food,

click the Required column box for that item.

• Enter the amount of Portions of the recipe at the time it ran out, and then enter the Patrons Served at the time the item ran out.

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Service Records – Adding Recipes• Add recipe

1. Enter Recipe Number2. Search Recipe

• Added recipes on grid– Appear with an asterisk– Indicates addition

• POS interface– Portion Size must match

• POS SKU portion size• Menu

• Left overs– Do not add in service records– Added to meals served– Skewed AF

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Service Records – No Meals Served• If an item is not served

– enter a “0” in the served column– “0” does not update AF

• If a meal is cancelled– Patron “1”– Served for all meals is “0”

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Questions?