Getting Started User Guide
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 30097. © 2016 Horizon Software International All Rights Reserved. Horizon Software International, LLC 2915 Premiere Parkway Suite 300 Duluth, GA 30097 Technical Support Number: (800)741‐7100 Fax Number: (770) 554‐6331 http://www.horizonsoftware.com
TABLE OF CONTENTS KidServe Getting Started User Guide GETTING STARTED Program Overview ......................................................................................................................................................................................... 1-1 Available Modules ......................................................................................................................................................................................... 1-1 Learn About the Program.............................................................................................................................................................................. 1-4 Online Help ..................................................................................................................................................................................................... 1-7 Accessing Online Help.................................................................................................................................................................................. 1-7 Saving Favorite Topics ................................................................................................................................................................................. 1-7 Printing the User Guide ................................................................................................................................................................................ 1-8 Software/User Support .................................................................................................................................................................................. 1-8 Contact Information ...................................................................................................................................................................................... 1-8 Reporting Issues........................................................................................................................................................................................... 1-8 Internet Support ............................................................................................................................................................................................ 1-9 Customer Service Homepage..................................................................................................................................................................... 1-10 Enter a Technical Support Issue................................................................................................................................................................. 1-10 System Requirements ................................................................................................................................................................................. 1-11 Starting, Minimizing, and Exiting ............................................................................................................................................................... 1-11 Logging In/Out ............................................................................................................................................................................................. 1-12 System Login Screen Definitions................................................................................................................................................................ 1-12 Login Site Selection Screen Definitions...................................................................................................................................................... 1-12 Logging Into the System ............................................................................................................................................................................. 1-13 Logging Out of the System ......................................................................................................................................................................... 1-13 Troubleshoot Rights, File Setup & System Options................................................................................................................................. 1-14
GENERAL SYSTEM FEATURES Feature Overview ........................................................................................................................................................................................... 2-1 Training Mode ................................................................................................................................................................................................ 2-1 Required Files............................................................................................................................................................................................... 2-1 Start Training Mode ...................................................................................................................................................................................... 2-2 Exit Training Mode ....................................................................................................................................................................................... 2-3 Controls .......................................................................................................................................................................................................... 2-3 Location (Bread Crumbs) Control ................................................................................................................................................................. 2-4 Grid Filter Control ......................................................................................................................................................................................... 2-4 Grid Filter Control Definitions ................................................................................................................................................................... 2-4 (Custom) Enter Filter Criteria Screen Definitions ..................................................................................................................................... 2-5 Using the Grid Filter Control ..................................................................................................................................................................... 2-6 Using (Custom) Filters.............................................................................................................................................................................. 2-6 Mover Control ............................................................................................................................................................................................... 2-7 Toolbars.......................................................................................................................................................................................................... 2-7 Main Menu Toolbar....................................................................................................................................................................................... 2-8 Quick Access Toolbar................................................................................................................................................................................... 2-8 Query and Detail Screen Toolbars ............................................................................................................................................................... 2-9 Report Criteria Toolbar ............................................................................................................................................................................... 2-10 Report Viewer Toolbar................................................................................................................................................................................ 2-12 Record Maintenance.................................................................................................................................................................................... 2-13 Home Page ................................................................................................................................................................................................... 2-13 TrainSmart Single Sign-On......................................................................................................................................................................... 2-14 Navigation..................................................................................................................................................................................................... 2-14 Favorites ....................................................................................................................................................................................................... 2-14 Organize Favorites Screen Definitions ....................................................................................................................................................... 2-15 Adding a Favorite........................................................................................................................................................................................ 2-15
i
Horizon Software International Creating a Folder........................................................................................................................................................................................ 2-15 Displaying and Hiding Favorites ................................................................................................................................................................. 2-15 Moving Favorites ........................................................................................................................................................................................ 2-16 Renaming a Folder or Favorite................................................................................................................................................................... 2-16 Deleting a Folder or Favorite ...................................................................................................................................................................... 2-16 Go To ............................................................................................................................................................................................................ 2-16 Go To Screen Definitions ........................................................................................................................................................................... 2-17 Displaying a Screen by Process Number ................................................................................................................................................... 2-17 Tasks............................................................................................................................................................................................................. 2-18 Setup Task Lists Query Screen Definitions (100302)................................................................................................................................. 2-18 Setup Task Lists Details Screen Definitions (100310) ............................................................................................................................... 2-19 Task Management Tab .......................................................................................................................................................................... 2-19 Assign Task Group to User Group Tab0 ................................................................................................................................................ 2-20 Setting Up a Task Group ............................................................................................................................................................................ 2-20 Copying Preloaded Tasks .......................................................................................................................................................................... 2-24 Editing a Task Group .................................................................................................................................................................................. 2-24 Deleting a Task........................................................................................................................................................................................... 2-24 Key Performance Indicators (KPI).............................................................................................................................................................. 2-25 Setup KPI Query Screen Definitions (100410) ........................................................................................................................................... 2-26 Setup KPI Details Screen Definitions (100411) .......................................................................................................................................... 2-27 Setting up the KPI Report Card .................................................................................................................................................................. 2-28 Setting up the Key Performance Indicator (KPI) Gauge ............................................................................................................................. 2-28 Editing KPI Information ............................................................................................................................................................................... 2-28 Announcements........................................................................................................................................................................................... 2-29 Report Center (900006)................................................................................................................................................................................ 2-30 Report Criteria Screen - Sections Definitions ............................................................................................................................................. 2-31 Accessing Reports...................................................................................................................................................................................... 2-31 Printing a Report......................................................................................................................................................................................... 2-31 Exporting a Report...................................................................................................................................................................................... 2-32
GLOSSARY
ii
GETTING STARTED Chapter 1
Program Overview Thank you for purchasing the Horizon Food Service system. We appreciate your business and look forward to serving you in the future. This program is an all-in-one back of the house and front of the house full-featured solution, incorporating inventory management, order processing, menu planner, nutrition analysis, and production capabilities, coupled together with point of service functionality. We believe this software represents the features and benefits that are in demand and needed throughout the food service industry today. We have spent countless hours interviewing food service directors and managers to identify and provide the features that matter most to them. While we know that we have delivered the finest all-in-one food management software package on the market, we welcome your input on making it even better. The system has built-in context sensitive on-line help to ease the learning process as you begin working with this application. We have tried to cover all aspects of this package in terms of its initial setup, screen element definitions and the procedural steps necessary to get the most out of the software. Refer to the following topics for information. RELATED TOPICS
Program Overview—page 1-1 Available Modules—page 1-1 Learn About the Program—page 1-4 Online Help—page 1-7 Software/User Support—page 1-8 Getting Started—page 2-1 General System Features—page 2-1
Available Modules The following table provides information on all of the modules available for purchase. In some cases the modules can be used independently or used together as a seamlessly integrated food service solution. For information on purchasing any of these modules, contact sales support at (800) 741-7100.
Getting Started Program Overview
1-1
Horizon Software International
To display online help information, select a menu button to access the module and then select F1 on the keyboard. Available Modules
AREA
Front of the House
MODULES FOR PURCHASE
DESCRIPTION
Point of Service
Software which assists with effectively running your highly demanding point of service operation. This module works with state-of-the-art touch screen technology and integrates seamlessly with other modules to maximize your one-stop food service operation.
Accountability
Manage reimbursement processing and financial reporting. The module can be used independently to capture meal counts and revenue data for sites or integrate with our Point of Service and Free & Reduced modules.
Free and Reduced Maintain free and reduced information, import direct certifications, perform verification and process free and reduced applications.
Getting Started
1-2 Available Modules
Horizon Software International Available Modules
AREA
Back of the House
MODULES FOR PURCHASE
DESCRIPTION
Inventory Management
The Inventory Management module is the building block of the back office software. It provides complete control of food service inventory and allows for management of an unlimited amount of inventory items. It also provides the ability to track multiple case sizes for inventory items. The system calculates inventory values using FIFO, LIFO, and weighted average. Along with maintaining physical and perpetual inventories, this module provides a tool for receiving orders and tracking stock transfers.
Procurement
The Procurement module allows users to quickly place orders, consolidate them and electronically send the orders to vendors: manual shopping list ordering, shopping list ordering based on past usage and inventory levels, and ordering based on scheduled menu plans. The system outputs purchase orders, receiving tickets, and order summaries. Also this module streamlines the entire bid process from creating specifications to soliciting to analyzing and awarding bids.
Menu Planner/ Nutrition Analysis
The Menu Planner module provides for planning nutritious, cost effective menu plans utilizing your operation’s inventory items and recipes - pre-loaded with all USDA CNP food items and recipes and gives the user the ability to set up an unlimited number of recipes, items and menu plans. It comes pre-loaded with all HACCP instructions and is a “USDA approved” nutrition analysis program.
Production
The Production module enables site managers to create production records, schedule daily production, add leftovers to menu plans, generate pick tickets and print recipe production worksheets. It also allows for easy substitution for out-of-stock items. It integrates with the Inventory Management, Menu Planner, and Point of Service modules.
Asset Management
The Asset Management module stores important information about your entire operation’s equipment and assets. The system automatically calculates depreciation values and tracks warranty information for all assets. Comments of any length can be recorded. Bar codes or labels can be printed for each item, allowing to transfer equipment from one department or even one site, to another.
Personnel Management
The Personnel Management module manages personnel and was specifically designed for the food service industry.
Getting Started Available Modules
1-3
Horizon Software International Available Modules
AREA
MODULES FOR PURCHASE
DESCRIPTION
System Management
included with purchase
The System Management module is the core of the system and acts as a liaison for all other modules. It enables you to customize the system based on your individual districts needs - offering management of your sites, users, modules, communications, and some reporting.
Report Center
included with purchase
The Report Center is the central area used to generate reports for all purchased modules. You can preview, print and export reports. You can set up criteria sets to help facilitate generating different data and output format for the same report. Criteria sets are specific to each report. Also, you can preview and print letters for some modules here.
Learn About the Program The following table provides recommended resource materials available for use by position. Available Training Resources Categorized for Position
POSITIONS
RESOURCES
Cashier
Quick Reference Card, Context-Sensitive Online Help (F1), User Guides, TrainSmart
Site Manager
Process Guide, Context-Sensitive Online Help (F1), User Guides, TrainSmart, Web Casts, New Feature Document, Sample Reports Guide, Knowledge Base Articles, Project Management Training, Onsite Training, Internet or Telephone Training, User Group Meeting
Food Service Director Process Guide, Context-Sensitive Online Help (F1), Sample Reports Guide, Central Office Personnel User Guides, TrainSmart, Web Casts, New Feature Document, Knowledge Project Manager Base Articles, Project Management Training, Onsite Training, Internet or Telephone Training, User Group Meeting The following table provides information regarding resource materials. Available Training Resources
RESOURCE
DESCRIPTION
ContextBasic onscreen information regarding an Sensitive Online overview of each area of the program as Help (F1) well as detailed information on “How to” processes and screen elements.
Getting Started
1-4 Learn About the Program
HOW DO I GET IT?
Press F1 on keyboard within the program or select Online Help button.
UPDATE FREQUENCY
Every Release
Horizon Software International Available Training Resources
RESOURCE
Horizon TrainSmart
DESCRIPTION
The answer to quickly assist with your task of on-going development training. This revolutionary state-of-the-art Internet resource trains your staff with short 3-7 minute sessions, conducts test and tracks scores, test dates, certifications. Available 24/7.
HOW DO I GET IT?
UPDATE FREQUENCY
Contact Sales Support 800-741-7100 (toll free) www.horizontrainsmart. com
Internet or Telephone Training
If you need an answer to a specific question Contact Sales Support or would like one of our instructors to walk 800-741-7100 (toll free) you through a concept, this service is for you. This service is inexpensive - no need for travel.
Knowledge Base
Searchable online data repository of articles www.horizonsoftware.co Daily providing troubleshooting information on m > Customer Login > incidents, problems, and known errors. Customer Service Homepage > Knowledge Base
New Feature Document
Showcases new and enhanced features. Provides information on the benefits of upgrading.
n/a
Distributed with software upgrade
Every Release
www.horizonsoftware.co m > Customer Login > Customer Service Homepage > Training Materials
Onsite Training
Live onsite training works best for some Contact Sales Support situations. A Horizon instructor comes to 800-741-7100 (toll free) your facility and trains in your environment on real-life situations. Great for POS cashiers and excellent for setup or refresher training. Daily plans are available.
n/a
Project Management Training
Comprehensive product training for your Contact Sales Support designated Project Manager at our state-of- 800-741-7100 (toll free) the-art Atlanta facility. Upon successful completion, attendees are certified users capable of supporting their staff on software operations and basic troubleshooting. Horizon's FastLane and VBOSS classes are SNA approved for 21 continuing education credits (CEUs).
n/a
Getting Started Learn About the Program
1-5
Horizon Software International Available Training Resources
RESOURCE
DESCRIPTION
Process Guide
A technical communication document that provides process information on the most frequently accessed functionality, dataflow/ communications and troubleshooting - a valuable resource for IT as well as new staff. Use online help or user guides as a companion when more detailed information is needed. These guides are available in PDF for download or can be purchased as an assembled product (color cover, duplex print, and spiral bound).
HOW DO I GET IT?
UPDATE FREQUENCY
Download from Horizon Every Major website or contact Sales Release Support 800-741-7100 (toll free) www.horizonsoftware.co m > Customer Login > Customer Service Homepage > Training Materials
Quick Tri-fold, full color, durable card-stock Reference Card paper. It is 6 pages full of user-friendly information; allowing your cashiers to quickly get their answer and proceed with processing a transaction.
Contact Sales Support 800-741-7100 (toll free)
Sample Reports Guide
Detailed information on criteria screens, sample reports and report definitions showing calculations. A must have in every office.
Download from Horizon Every Release website or contact Sales Support 800-741-7100 (toll free)
This guide is available in PDF for download or can be purchased as an assembled product (color cover, duplex print and spiral bound).
www.horizonsoftware.co m > Customer Login > Customer Service Homepage > Training Materials
Horizon conducts one National Users Group meeting every year. The meetings allow for Q&A sessions, our new technologies, and advanced training classes.
Contact Sales Support for the National Users Group Meeting or Client Relations for Regional User Group Meetings
User Group Meeting
Regional meetings are also held. The meetings allow for Q&A sessions and our new technologies. User Guides
800-741-7100 (toll free)
Getting Started
Yearly for National Meeting (typically November) and varied on the Regional Meetings.
Provides detailed information on screen Embedded in the online Every Major elements and processes. The reports specific help. Release to the module are included. Download from Horizon These guides are available in PDF for website or contact Sales download or can be purchased as an Support assembled product with a color cover, 800-741-7100 (toll free) duplex print and spiral bound. www.horizonsoftware.co m > Customer Login > Customer Service Homepage > Training Materials.
1-6 Learn About the Program
Every Major Release
Horizon Software International Available Training Resources
RESOURCE
Webcasts
HOW DO I GET IT?
DESCRIPTION
Serves as a tutorial to introduce new features, tips and tricks or address known issues. The webcast is broadcast over the Internet using streaming media technology; allowing us to distribute it to many simultaneous listeners/viewers.
UPDATE FREQUENCY
Download from Horizon Monthly website or contact Sales Support 800-741-7100 (toll free) www.horizonsoftware.co m > Customer Login > Customer Service Homepage > Training Materials
Online Help Online help provides basic overviews with detailed screen element definitions and task related procedures. Some topics have pop-up windows with additional information. Online help does not cover procedures across modules or management levels. Review the following topics for information on this feature. RELATED TOPICS
Accessing Online Help—page 1-7 Saving Favorite Topics—page 1-7 Printing the User Guide—page 1-8
Accessing Online Help Perform the following steps to access online help. FROM A MENU
a. Choose one of the following methods to access online help from a menu. Press the F1 key on your keyboard.
FROM A PROCESS SCREEN
a. Choose one of the following methods to access online help from a process screen. Press the F1 key on your keyboard.
Navigate to Help > Help.
Click Help at the top of any process screen.
Click Online Help at the bottom of the screen.
Click + .
Click + . b. Browse through the help topics by topic line, index, search, or favorite. c. Click to close the online help window.
b. Browse through the help topics by topic line, index, search, or favorite. c. Click to close the online help window.
Saving Favorite Topics You can save frequently accessed topics to your Favorites menu within online help. You can then display the topic directly from Favorites tab. This feature is also useful for adding topics that are useful for staff. Perform the following steps to save a favorite topic. 1.
Click the Favorites tab in the Table of Contents pane.
2.
Click Add. Getting Started Online Help
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Horizon Software International
Printing the User Guide A PDF of the user guide for each module is embedded within the online help for you to print on demand. Click the Adobe
button at the top of the information pane.
Software/User Support Our goal is to provide outstanding customer service and resolve issues quickly. All issues are extremely important, however, it is important that the critical issues are addressed faster than the simple software enhancement requests. You can contact customer support and report issues many different ways. Every client has access to their personal account through our corporate website. After logging into the online system, you can access important downloads, knowledge base articles, manage support case information, and many other valuable training resources. The support section may be used to create new support cases or access/edit existing cases. RELATED TOPICS
Contact Information—page 1-8 Reporting Issues—page 1-8 Internet Support—page 1-9 Customer Service Homepage—page 1-10
Contact Information Use one of the following methods to contact a Horizon representative. Address
Horizon Software International, LLC
Phone (770) 554-6353
2915 Premier Parkway, Suite 300
(800) 741-7100 toll free
Duluth, GA 30097 E-mail
Technical Support:
[email protected]
Fax
(770) 554-6331
Technical Publications:
[email protected] Website
www.horizonsoftware.com
Reporting Issues Some features reviewed might not be available on your computer due to the following reasons: restrictive user rights, system options, incorrect file setup, the software is in training mode, your site is not licensed for the module or the module has not been purchased. If you need assistance with the software, first refer to the resources available to help resolve the problem.
Getting Started
1-8 Software/User Support
Horizon Software International
Please use the following guidelines when reporting issues. STEP
1
Identify yourself: District Person to contact Phone number/e-mail address Preferred method of contact Any special instructions
STEP
2
Identify the issue: Trends/patterns/frequency Software version in use Troubleshooting steps performed Site level (CO, Sites) Site name Module
STEP
3
Identify severity: Critical - business is halted and operations at a stand still High - business is affected, but a work-around is in place which allows operations to continue. Average - typical training related question. Business is not affected. Low - non--time sensitive request (enhancements to the software, etc.)
Internet Support Horizon Software provides Internet technical support, as well as upgrades that might be available to
download via the Internet. Perform the following steps to get Internet technical support if instructed to do so by a Horizon Software Technical Support representative. 1.
Open Internet Explorer.
2.
Enter www.horizonsoftware.com in the address field.
3.
Click Get Support.
4.
Click Click for Live Help.
5.
Enter the Name and Organization information.
6.
Click Get Help. A chat box displays and a Horizon Representative will assist you shortly
Getting Started Software/User Support
1-9
Horizon Software International
Customer Service Homepage Horizon Software has a Customer Service Homepage for entering technical support issues and downloading updates to the latest versions of software. Perform the following steps to access the Customer Service Homepage. 1.
Open Internet Explorer.
2.
Enter www.horizonsoftware.com in the address field.
3.
Click Customer Login.
4.
Enter your username and password. Contact your Horizon Software Client Relations Manager, if necessary, for this information.
5.
Click one of the following options: Support to enter a technical support issue. Training Materials to download training materials. Upgrades to access current releases, rollover instructions, PIN pad drivers, yearly USDA reimbursement rates, and much more.
6.
Close Internet Explorer when complete.
Enter a Technical Support Issue 1.
Refer to Customer Service Homepage on page 1-10 for information about accessing the Support Case Management page.
2.
Click Click here to submit a new support case. The Horizon Online Case Form displays.
3.
Complete each of the fields marked with an asterisk (*).
4.
(Optional) To submit a request for a software upgrade or installation CD, complete the following information: Case Type - choose CD Request: Installation or CD Request: Upgrade Current Version
5.
Click Submit.
Getting Started
1-10 Software/User Support
Horizon Software International
System Requirements Before attempting to install the program, make sure that your computer meets the following minimum system requirements for a manager workstation or terminal. Server specifications vary depending on the district - contact Horizon Customer Support for this information. System Requirements
MANAGER/WORKSTATIONS
Processor
TERMINALS
Pentium 4, 3.0 GHz
Pentium 4, 3.0 GHz
Memory (RAM)
1 GB
1 GB
Hard Drive and Controller
80 GB IDE
80 GB IDE
Operating System
Windows XP Professional
Windows XP Professional
CD-Rom/DVD-Rom Drive
CD-RW/DVD 48x IDE
CD-RW/DVD 48x IDE
NIC Card
100 Mb
100 Mb
Monitor
Standard Monitor
Standard Touch Screen Monitor
(AMD PROCESSORS COMPARABLE TO THE LISTED INTEL ITEMS ARE ALSO ACCEPTABLE)
Starting, Minimizing, and Exiting Review the following methods to start or close the program. How to Start, Minimize and Exit the Program
TO START THE PROGRAM
Click the program icon - typically located on the desktop. The System Login screen displays. Refer to Logging Into the System—page 113 for information on logging in.
TO MINIMIZE THE PROGRAM
To minimize the program to work in a different program, select on the Windows title bar.
TO CLOSE THE PROGRAM
Click File > Exit on the Quick Access toolbar. Click Home > Exit in the Make Selection section. Click Close on the Windows title bar. Click + , using your keyboard.
Getting Started System Requirements
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Horizon Software International
Logging In/Out The system allows for secure logins using password security and Windows authentication and various login options - Security Options (100102). User rights are applied once logged into the system. You may log in as a different user, log in as the same user at a different site, or the same user in the same site. Users and user rights are maintained in System Management > Users Management (100007). A user is automatically logged out if the system is inactive for a set number of minutes. Refer to the following topics for information on this feature. WHAT IS THIS?
HOW DO I?
System Login Screen Definitions—page 1-12 Login Site Selection Screen Definitions—page 1-12
Logging Into the System—page 1-13
System Login Screen Definitions Review the following screen components to become familiar with the related tasks.
Figure 1-1: System Login Screen System Login Screen Definitions
LABEL
DEFINITION
User
Enter your user name or User ID. You can set up to display this information in a drop-down list on the System Management - User Management - Security Options (100102) screen.
Password
Enter your password. It appears as asterisks.
Keyboard
Touch to display the touch screen keyboard. This is necessary when there is no keyboard available at the computer.
Log On
Click to log into the system. Click after the User and Password fields have been entered.
Cancel
Click to cancel the login process.
Login Site Selection Screen Definitions Review the following screen components to become familiar with the related tasks.
Figure 1-2: Login Site Selection Screen
Getting Started
1-12 Logging In/Out
Horizon Software International Login Site Selection Screen Definitions
LABEL
DEFINITION
Site
Click the site from the Site drop-down list.
Parent Site
Displays the parent site of the site you selected from the Site field. This will display if you have marked the Display Parent Site in Site Click Screens on the Global System Options (100300) screen in System Management - Global System Setup.
Ordering Point
Choose the ordering points, if applicable. Ordering Points will only display if you have marked the Use Ordering Points checkbox on the Global System Options (100300) screen in System Management - Global System Setup.
Log On
Click to log into the system.
Cancel
Click to cancel the log on process.
Logging Into the System Perform the following steps to log into the system. 1.
Double-select the program icon. The System Login screen displays.
2.
Click your user name from the User drop-down list or enter your user ID.
3.
Enter your password. It appears as asterisks.
4.
Click Log On. The Login Site Selection screen displays.
5.
Click a site from the Site drop-down list.
6.
Click the ordering points from the Ordering Points drop-down list, if shown.
7.
Click Log On. The Home Page displays.
Logging Out of the System Logging out of the system is different from closing the program. Logging out displays the System Login screen so you can log in as a different user, log in as the same user at a different site, or the same user in the same site. Perform one of the following methods to log out. Refer to Logging Into the System—page 113 for information on logging into the system. Click Home (My Home Page) > Log Off in the Make Selection section. The System Login screen displays.
Figure 1-3: Make Selection Section
Click File > Exit on the Quick Access toolbar. The System Login screen displays.
Getting Started Logging In/Out
1-13
Horizon Software International
Troubleshoot Rights, File Setup & System Options This program is highly configurable to meet the operational and security needs for most food service operations. It is important to understand the impact before randomly changing system options, user and site rights, file setup for a respective module, etc. If you are unsure of the impact, refer to F1 online help or contact Customer Support for clarification. Security measures are in place within the program to prevent unauthorized users from entering functional areas or performing a tasks without rights. Available functionality also depends on modules purchased, management level as well as the assigned site type. The table below outlines the most common key areas to research if you are experiencing a problem. USER ROLES
User Maintenance (100100) User Rights (100101) Security Options (100102)
Getting Started
1-14 Troubleshoot Rights, File Setup & System Options
SITE SPECIFIC
Sites Maintenance (100200) ID/Contacts Tab assigned management level and site type Registration Tab Registered Modules Front of the House Setup Tab Back of the House Setup Tab
CUSTOMER SPECIFIC
FUNCTIONAL AREA
Customers (400005) Assigned Meal Plan (400702) - assigned account limitations/ settings (400701) Options (400005) Eligibility (400712)
File Setup menus specific to functional area Setup System Passwords (100701) Global System Options (100300)
GENERAL SYSTEM FEATURES Chapter 2
Feature Overview This program is rich with several controls, toolbars and navigational tools to help maximize your performance in the program. Refer to the following topics for information on each of these features. RELATED TOPICS
Training Mode—page 2-1 Controls—page 2-3 Toolbars—page 2-7 Home Page—page 2-13 Navigation—page 2-14 Favorites—page 2-14 Go To—page 2-16 Tasks—page 2-18 Key Performance Indicators (KPI)—page 2-25 Announcements—page 2-29 Report Center (900006)—page 2-30
Training Mode Training Mode enables you to learn the software using Horizon-supplied training data or a copy of your customer data. While in Training Mode, you can make as many changes as you like without effecting your live customer data. When in Training Mode, notice the color scheme is different. This feature lets you know that it is safe to make all the changes necessary to learn the software. Refer to the following topics for information on this feature. RELATED TOPICS
Required Files—page 2-1 Start Training Mode—page 2-2 Exit Training Mode—page 2-3
Required Files The files needed to run the software in Training Mode were installed during the software installation. The Training Mode files are described in the following table. NOTE
If the software is not installed or the Training Mode files are not in the correct directory, you will receive a warning message and the utility will not run.
General System Features Feature Overview
2-1
Horizon Software International Required Training Mode Files
LOCATION
FILE NAME
\KidServe\KidServe\Support
KidServeTraining.exe
DESCRIPTION
Training Mode program files.
SpinningProgress.dll
\KidServe\KidServe\Data
TrainingMode.conf
Training Mode color theme file.
AdminInfo.otr
Optional administrator credentials file created by the software. The file contains the encrypted SQL sa login and password.
HorizonKidServeTraining.bak
Horizon supplied training data. If the file is not found, the Start Horizon Training button is unavailable and the Unable to locate Horizon training data (HorizoneKidServeTraining.bak) message
is displayed in red.
Start Training Mode Before you begin: Before you begin training, if the program is already running, exit the application. The Training Mode utility launches the program for you. Also, while you are in Training Mode, do not start another instance of the program. The Training Mode utility cannot function properly while another instance of the program is running on the computer you are currently logged on to. 1.
Go to Start > My Computer.
2.
Double-click the Hard Disk Drive containing the software.
3.
Go to \KidServe\KidServe\Support subdirectory.
4.
Double-click KidServeTraining.exe. Result: The KidServe Training screen displays.
Figure 2-1: Training Mode Enter and Exit screen
5.
Are you prompted to enter the administrative password? If yes, type the sa password. If no, continue to step 6.
General System Features
2-2 Training Mode
Horizon Software International
6.
Review the following information to determine an action. IF
7.
THEN
RESULTS
Starting with a fresh copy of Horizon training data
Click Start Horizon Training.
Refreshes Horizon supplied data.Updates the color theme to indicate training mode Launches the software.
Starting with the latest copy of your customer data
Click Start Customer Training.
Creates a copy of your current customer data. Any changes previously made to your training data is lost. Updates the color theme to indicate training mode. The software displays.
Continuing training without refreshing the data
Click Resume Last Session.
Updates the color theme to indicate training mode. The program displays. Training data is not refreshed.
Work in training mode as desired.
Exit Training Mode IMPORTANT
You must follow the steps in this section to exit Training Mode. If you do not exit both the software and the Training Mode utility, the next time you access the program, training data is displayed instead of your live customer data. 1.
From the menu bar, go to File > Exit.
2.
From the Training screen, click Exit Training Mode. Results: Points the program to your live customer data. Updates the program color scheme to indicate the software is no longer in training mode.
Controls Refer to the following topics for information on this feature. RELATED TOPICS
Location (Bread Crumbs) Control—page 2-4 Grid Filter Control—page 2-4 Mover Control—page 2-7
General System Features Controls
2-3
Horizon Software International
Location (Bread Crumbs) Control The bread crumb control is located above the Main Menu toolbar and identifies the path of the currently displayed menu screen. You can quickly return to a previously viewed menu by selecting on the menu link in the path. Figure 2-2: Location - Bread Crumb Control
Grid Filter Control Use the Grid Filter Control to search through large amounts of data to locate specific records based on criteria selected in the filter control. Click the filter control in the column heading of the grid to apply a filter to that column. This control is available for various columns of data throughout the system on query screens. Once a filter has been applied to a column, the filter control indicator appears full. Filter criteria can be applied to one column or to a combination of multiple columns. Use the custom filter to select several values for filtering data. This is achieved by selecting one or multiple Operator/Operand combinations. An Operand is part of the computer instruction that specifies the data that is being worked on and the operator represents the specific actions. For example, in the expression 5 + X, 5 and X are the operands and + is an operator. All expressions must have at least one operand. Refer to the following topics for information on this feature. WHAT IS THIS?
HOW DO I?
Grid Filter Control Definitions—page 2-4 (Custom) Enter Filter Criteria Screen Definitions—page 2-5
Using the Grid Filter Control—page 2-6 Using (Custom) Filters—page 2-6
Grid Filter Control Definitions Review the following screen components to become familiar with related tasks.
Figure 2-3: Grid Filter Control Example Grid Filter Control Definitions
CONTROL
DESCRIPTION
RESULT
Grid Filter Control
Located within applicable Various filter options display in a drop-down column headings. Click to list, depending on the type of column heading access the filter options that and how the information can be filtered. apply to the control heading.
Applied Grid Filter
Indicates that a filter has been applied.
Control (Blanks)
General System Features
2-4 Controls
Once a filter has been applied to a column, the filter control indicator appears full.
Filters the list to only show Only records that do not have data entered in records that do not have the selected field display in the list. data entered in the selected field.
Horizon Software International Grid Filter Control Definitions
CONTROL
DESCRIPTION
RESULT
(NonBlanks)
Filters the list to only show Only records that have data entered in the records that have data selected field display in the list. entered in the selected field.
True
Filters the list to only show records that are marked with the selected option.
Only records that have the selected option marked display in the list. For example, the Active option. Only customers marked Active display in the list.
False
Filters the list to only show Only records that do not have the selected records that are not marked option marked display in the list. with the selected option. For example, the Active option. Only customers not marked active display in the list.
(Custom)
On the custom filter criteria, you can select one or multiple Operator/ Operand combinations to filter criteria, using an And condition or an Or condition.
Displays the custom filter criteria screen for performing advanced filters. Refer to (Custom) Enter Filter Criteria Screen Definitions on page 2-5.
(Custom) Enter Filter Criteria Screen Definitions Review the following screen components to become familiar with related tasks.
Figure 2-4: Enter Filter Criteria Screen
LABEL
DEFINITION
Operator
Click a filter control to use in conjunction with the Operand field to filter the data to only display records that meet the selected criteria.
Operand
Click a value to use in conjunction with the Operator field. The dropdown list is populated with data specific to the selected field.
And/Or Condition
Choose one of the following options if available: And Condition: Click to filter the records based on all of the multiple Operator/Operand combinations. Or Condition: Click to filter the records based on any one of the multiple Operator/Operand combinations.
Delete a Condition
Click to remove the selected filter.
General System Features Controls
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Horizon Software International
LABEL
DEFINITION
OK
Click to display records based on the selected criteria.
Cancel
Click to close the custom filter criteria screen without applying the filter.
Using the Grid Filter Control Perform the following steps to use the Grid Filter Control. Filter Control Indicator.
1.
Click the
2.
Click the criteria to be filtered.
3.
View the selected data.
4.
Click the Filter Control Indicator to turn off the filter.
Using (Custom) Filters Perform the following steps to use a custom filter. 1.
Click the Grid Filter Control on the column you wish to filter. TIP
You can use the asterisk (*) character as a wildcard character when entering criteria. The asterisk can represent any combination of letters or numbers. 2.
Choose (Custom) from the filter drop-down list.
3.
Choose a value from the Operator drop-down list that is used with the Operand field to display the records that meet the criteria.
4.
Enter a specific value or choose a value from the Operand drop-down list that is used in conjunction with the Operator field to only display records that meet the selected criteria.
5.
Click Add a condition to add another Operator/Operand combination for more specific filtering. TIP
Using multiple Operator/Operand combinations require choosing an And/Or conditions option. Choose the And conditions option to filter the records based on all of the multiple Operator/ Operand combinations you entered. Choose the Or conditions option to filter the records based on any of the multiple Operator/ Operand combinations you entered. 6. 7.
Highlight an operator/operand combination that you no longer desire to use as a filter and select
Delete Condition to remove that part of the filter.
Click OK.
General System Features
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Horizon Software International
Mover Control The Mover Control is located throughout the system on detail screens to quickly select a list of items from a list of available choices. The columns that display vary depending on the type of record you are maintaining, while the functionality remains constant. Review the following components to become familiar with the related tasks.
Figure 2-5: Sample Mover Control Section Mover Controls
GRAPHIC
LABEL
DESCRIPTION
Add One
Click to add the currently highlighted item in the Available Items list to the Selected Items list.
Add All
Click to add all of the choices in the Available Items list to the Selected Items list.
Remove All
Click to remove all of the selected items in the Selected Items list and move them to the Available Items list.
Remove One
Click to remove the currently highlighted item from the Selected Items list and move it to the Available Items list.
Toolbars There are several types of toolbars within the program which are specific to the graphical user interface you are viewing. These toolbars provide access to functional areas and other input or output elements. The toolbars are feature-rich and designed to maximize performance within the program. Keyboard shortcuts can be used with many of the toolbar buttons. They are provided as an alternative method of executing commands. Keyboard shortcuts are executed by pressing a combination of keys to perform a task. These shortcuts are identified by an underlined letter on the button label or menu option. For example, a Search command can be executed by selecting Search or by pressing and holding the Alt key and then pressing the H key. Refer to the following topics for information on this feature. RELATED TOPICS
Main Menu Toolbar—page 2-8 Quick Access Toolbar—page 2-8 Query and Detail Screen Toolbars—page 2-9 Report Criteria Toolbar—page 2-10 Report Viewer Toolbar—page 2-12
General System Features Toolbars
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Horizon Software International
Main Menu Toolbar The Main Menu toolbar always displays along the bottom of the screen and contains buttons that take you to a functional area. The buttons that display depend on the registration license associated with the site you are logged in to.
Figure 2-6: Main Menu Toolbar
LABEL
DESCRIPTION
Home
Click to return to the Home Page.
Front of the House Click to display the Front of the House menu. Back of the House Click to display the Back of the House menu. System Management
Click to display the System Management menu.
Reports
Click to display the Reports menu.
Online Help
Click to display Context-Sensitive Online Help.
Quick Access Toolbar The Quick Access toolbar contains various options that perform common tasks. Use the keyboard shortcuts to display the drop-down list for the menu options. The Quick Access toolbar displays at the top of each menu. Review the following components to become familiar with the related tasks.
Figure 2-7: Quick Access Toolbar Quick Access Toolbar
LABEL
File
DESCRIPTION
Click to display the Exit and Log Off options. Click Exit to exit the application.
SHORTCUT
Alt + F
Click to Log Off to access the login screen without exiting the application. On the login screen you can log in as a different user, the same user for a different site, or the same user for the same site. Edit
Click to display the Cut, Copy, Paste or Click All options
Alt + E
Go To
Click to display the Go To screen where you can enter or lookup a process number to navigate to that specific process.
Alt + G
Quick Create
Click the User, Site, Customer or Inventory Item options to navigate to the User Maintenance, Sites Maintenance, Customers or Management Level Inventory screens. Once on the desired screen, you can create a user, site, customer or inventory item.
Alt + C
Favorites
Click to display frequently accessed menus. Selecting one of these options displays the corresponding menu. Favorites are customizable for each user.
Alt + A
Help
Click to display the Help and About Help options. Click to access the Online Help specific to the modules you have loaded on your system.
Alt + H
Click the About option to view the version loaded on your computer.
General System Features
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Horizon Software International
Query and Detail Screen Toolbars The following table displays the Query and Details screen toolbar functions used throughout the application. Review the following components to become familiar with related tasks.
Figure 2-8: Query Screen Toolbar Query and Detail Screen Toolbars
GRAPHIC
LABEL
DESCRIPTION
SHORTCU T
Details
Click to display the Details screen for the highlighted record.
Alt + E
First
Click to highlight the first record.
Home
Previous
Click to highlight the previous record.
Record Selector
Enter a record number to make it the active record. The Record Selector control displays the current record number and the total number of records.
Next
Click to highlight the next record.
Last
Click to highlight the last record.
End
New
Click to display a new record entry screen for the current process, when on a query screen.
Alt + N
Delete
Click to delete the current record. When deleting a record, a confirmation screen displays. Click Yes to confirm or select No to cancel the deletion.
Alt + D
Save
Click to save the information you enter.
Alt + S
Cancel
Click to cancel the data changes you made.
Alt + C
Export
Click to export data to E-mail, PDF or Excel.
Alt + X
Print
Click to print.
Alt + P
Help
Click to display the online help for the current screen display.
F1
or
Alt + H Close
Click to close the screen.
Alt + F4
or
Alt + L
General System Features Toolbars
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Horizon Software International
Report Criteria Toolbar The Report Criteria for... toolbar has the following function keys. Review the following components to become familiar with the related tasks. Report Criteria Toolbar
GRAPHIC
LABEL
DEFINITION
SHORTCU T
Preview
Click to preview a report from the Report Center.
Alt + V
Print
Click to print a report related to the process you are on.
Alt + P
Click Printer Click to select a specific printer to print the report related to the
process you are on. Export
Click to create an export template, select an export template or a format for exporting the report.
Alt + X
PDF: Exports a formatted file to .PDF format. Excel: Exports a formatted file to .XLS format. HTML: Exports a formatted file to .HTM format. Word: Exports a formatted file to .DOC format. Rich Text Format: Exports a formatted file to .RTF format. Text Format: Exports a formatted file to .TXT format. Cancel
Click to clear any criteria changes and set it back to the selected criteria set values.
Alt + C
Help
Click to display the online help system for the section of the program you are working in.
F1
Click to close the screen.
Alt + F4
Close
or
Alt + H
or
Alt + L
Criteria Set Options: Criteria Set
Choose from a list of existing criteria sets and default criteria set from the drop-down list. Each criteria set is on a per user per report basis. The system include the following basic criteria sets: Last Run: The last used criteria settings are automatically saved to this set. When you open the Report Criteria screen, the Criteria selection list is always set to Last Run by default. The last custom saved set and the Last Run set always have the
same settings. Default: This set consists of the default criteria selections and any appropriate data. For example, if a date is included and using the current date is appropriate, the Date checkbox is marked and the range is set to “Today.” The date field shows the current date. All In One: This is the criteria set specific to each report included with an All In One report type. You cannot see or edit this information using the Report Criteria screen. All changes must be made using System Management > Report Types (100401).
General System Features
2-10 Toolbars
Horizon Software International Report Criteria Toolbar
GRAPHIC
LABEL
New
DEFINITION
SHORTCU T
Click to create a new criteria set name to save the current criteria settings to.
Alt + N
a. b. c. d.
Set the criteria. Click New. Enter name of criteria set. Click OK.
Delete
Click to delete a criteria set.
Alt + D
Save
Click to save the criteria selections to a criteria set.
Alt + S
Copy
Click to copy criteria settings from an existing or new criteria set name.
General System Features Toolbars
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Horizon Software International
Report Viewer Toolbar The Report Viewer toolbar contains several options that allow you to navigate through the report while viewing it on the screen as well as options to export and print the report. Review the following components to become familiar with related tasks.
Report Viewer Toolbar
GRAPHI C
LABEL
DESCRIPTION
Export Report
Click to output the report in a file format.
Print Report
Click to select the destination printer.
Toggle Group Tree
Click to display or hide the Group Tree section.
Go to First Page Click to display the first page of the report. Go to Previous Page
Click to display the previous to the current page of the report.
Go to Next Page
Click to display the next consecutive page of the report.
Go to Last Page Click to display the last page of the report. Go to Page
Click to display the Go To Page screen that may be used to navigate to a specific page number.
Find Text
Click to search the report for specified text.
Zoom
Click to adjust the display magnification of the report.
General System Features
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Horizon Software International
Record Maintenance The majority of the functional areas in the program feature a query screen and detail screen. For information regarding each screen you can access online help by pressing F1 on your keyboard - which defines screen elements and procedures to complete a task. Refer to the following topics for additional information on screen features. RELATED TOPICS
Grid Filter Control—page 2-4 Query and Detail Screen Toolbars—page 2-9 Mover Control—page 2-7 Query Screen: Assists with filtering data to quickly locate a record. Each query screen is designed
specifically for each functional area with fields appropriate to filtering the data as well as grid filter controls when necessary. In some cases data can be entered for a record directly on a query screen.
Detail Screen: Allows record information to be added or edited. The detail screen is also designed
specifically for each functional area with fields, tabs and controls appropriate for maintaining a record.
Home Page The exclusive dashboard style home page is an at a glance monitor of your financial and operational status. The Home Page makes it easy to set operational goals and measure results with the goal meter, send district-wide announcements, set daily tasks, and access powerful system-wide reports all in one place. From here you can navigate to anywhere in the program. Refer to the following topics for information on setting up this feature to get the most out of the program. RELATED TOPICS
TrainSmart Single Sign-On—page 2-14 Tasks—page 2-18 Key Performance Indicators (KPI)—page 2-25 Announcements—page 2-29
Figure 2-9: Home Page Screen
General System Features Record Maintenance
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Horizon Software International
TrainSmart Single Sign-On Horizon TrainSmart is a series of online multimedia courses developed to meet the food service staff training needs. TrainSmart helps food service facilities reduce risk from food borne illness, compensation
claims, and liability lawsuits; avoid costly training methods; and easily access training from anywhere in the high turnover environment. You can set up the TrainSmart button on the left navigation panel on the home page. When you click the button, TrainSmart launches. NOTE
TrainSmart must be purchased to use this feature. The TrainSmart Single Sign-On feature can be set up on System Management > Site Management > Site Maintenance details screen > System Setup tab (100031). For more detailed information, refer the System Management User Guide or System Management F1 Help.
Figure 2-10: TrainSmart Single Sign-On
Navigation The program offers several quick ways to navigate within the software. One of the most useful ways to navigate within the system is using process numbers with the Goto feature. Refer to the following topics for information on using or setting up these navigational features. RELATED TOPICS
Favorites—page 2-14 Go To—page 2-16 Tasks—page 2-18 Location (Bread Crumbs) Control—page 2-4 Main Menu Toolbar—page 2-8
Favorites This feature is useful if you frequently access a specific part of the program and want to avoid navigating through various menus or using process numbers. You can customize your favorites. Refer to the following topics for information on this feature. WHAT IS THIS?
Organize Favorites Screen Definitions—page 2-15
General System Features
2-14 Navigation
HOW DO I?
Adding a Favorite—page 2-15 Creating a Folder—page 2-15 Displaying and Hiding Favorites—page 2-15 Moving Favorites—page 2-16 Renaming a Folder or Favorite—page 2-16 Deleting a Folder or Favorite—page 2-16
Horizon Software International
Organize Favorites Screen Definitions Review the following screen components to become familiar with the related tasks.
Figure 2-11: Organize Favorites Screen Organize Favorites Screen Definitions
LABEL
DEFINITION
Create Folder
Click to add a folder. You can move favorites to help organize and quickly find processes.
Move to Folder
Click to move the desired favorite to a folder.
Delete
Click to delete the desired favorite or folder.
Rename
Click to rename the desired favorite or folder.
Adding a Favorite Perform the following steps to add a favorite. 1.
Navigate to the desired screen.
2.
Click Favorites from the menu bar.
3.
Click Add to Favorites.
Creating a Folder Perform the following steps to create a folder. 1.
Navigate to Home Page > Favorites > Organize Favorites.
2.
Click Create Folder.
3.
Enter the folder name.
Displaying and Hiding Favorites Perform the following steps to display and hide your favorites. 1.
Navigate to Home Page > Favorites > Organize Favorites.
2.
Click the plus sign to expand the folder list.
3.
Click to minus sign to collapse the folder list.
General System Features Favorites
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Horizon Software International
Moving Favorites Perform the following steps to move favorites. 1.
Navigate to Home Page > Favorites > Organize Favorites.
2.
Click the desired favorite.
3.
Click Move to Folder... . The Move to Folder screen displays.
4.
Click the folder to which you want to move the favorite.
5.
Click OK. The Organize Favorites screen displays.
Renaming a Folder or Favorite Perform the following steps to rename a folder or favorite. 1.
Navigate to Home Page > Favorites > Organize Favorites.
2.
Click the folder or favorite.
3.
Click Rename.
4.
Enter the new name.
5.
Click out of the text area.
Deleting a Folder or Favorite Perform the following steps to delete a folder or favorite. 1.
Navigate to Home Page > Favorites > Organize Favorites.
2.
Click the folder or favorite.
3.
Click Delete. A delete confirmation message displays.
4.
Click Yes to confirm deletion and No to cancel deletion.
Go To The GoTo feature is a quick way to navigate to a desired screen using a unique process number located at the bottom of the screen. IMPORTANT
You can only access a feature through the query screen process number as you must select a specific record before displaying a record’s details. Refer to the following topics for information on this feature. WHAT IS THIS?
Go To Screen Definitions—page 2-17
General System Features
2-16 Go To
HOW DO I?
Displaying a Screen by Process Number—page 217
Horizon Software International
Go To Screen Definitions Review the following screen components to become familiar with the related tasks.
Figure 2-12: Go To Screen Go To Screen Definitions
LABEL
DEFINITION
Process Number
Enter a process number of the screen you want to view.
Process Description
Displays the screens and corresponding process numbers.
Launch
Click to navigate to the process number identified in the Process Number or Process Description fields.
Cancel
Click to close the screen without navigating to the selected process number.
Displaying a Screen by Process Number Perform the following steps to display a screen by process number. 1.
Click Go To. The Go To screen displays.
2.
Review the following information to determine an action. IF
THEN
Entering a Process Number
a. Enter a process number in the Process Number field. b. Click Launch. The corresponding screen displays.
Selecting a Process Number from the List
a. Click a process number from the Process Number dropdown list. b. Click Launch. The corresponding screen displays.
Selecting a Process Number from the Tree
a. Click the plus sign to expand the tree of process numbers. b. Double-select the desired process number and corresponding screen. The corresponding screen displays.
General System Features Go To
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Horizon Software International
Tasks The Tasks section contains preset task buttons and the Setup Task button. On this screen, management level users can set up personalized task lists for a specific group of users. The tasks displays on the Home Page based on task assignments for the logged in user. A task can be one process, like Print Inventory Adjustment Log or a list of steps, like Take Physical Inventory. Each task must have at least one step. Click Setup Task Lists on the Global System Setup Menu screen to display this screen. NOTE
A task named Process Applications automatically displays on the Task section of the Home Page if you have students whose free and reduced eligibilities are about to take effect or expire. To launch a preset task, select the appropriate button. Click Setup Task, to set up a new task that appears with the preset task buttons. WHAT IS THIS?
HOW DO I?
Setup Task Lists Query Screen Definitions (100302)— page 2-18 Setup Task Lists Details Screen Definitions (100310)—page 2-19
Setting Up a Task Group—page 2-20 Copying Preloaded Tasks—page 2-24 Editing a Task Group—page 2-24 Deleting a Task—page 2-24
Setup Task Lists Query Screen Definitions (100302) Review the following screen components to become familiar with related tasks.
Figure 2-13: Setup Task Lists Query Screen Setup Tasks Lists Query Screen
LABEL
Description
General System Features
2-18 Tasks
DEFINITION
Enter any part of the task group name to help find a task.
Horizon Software International
Setup Task Lists Details Screen Definitions (100310) When a task has been selected, the Setup Task Lists screen displays more functionality. Review the following screen components to become familiar with related tasks. RELATED TOPICS
Task Management Tab—page 2-19 Assign Task Group to User Group Tab0—page 2-20
Figure 2-14: Setup Task Lists Details Screen Setup Task Lists Details Screen Definitions
LABEL
Task Group Name Field
DEFINITION
Displays the name of the selected task group.
Task Management Tab The Task Management tab displays the task setup for the selected task group. Review the following components to become familiar with the related tasks. Task Management Tab Definitions
LABEL
DEFINITION
Task Name Column
Displays the description for the task that displays on the Home Page menu.
Due Date Column
Displays the date the task is due.
Start Date Column
Displays the date the task is to be started.
Expires in Days Column
Displays the number of days before the task expires.
Sequence Column
Displays the order of the task displayed on the Home Page menu.
Copy Preloaded Tasks
Click to copy preloaded tasks and related steps to the task table.
Setup Task Recurrences
Click to make a task recurring.
Add Task
Click to add a task.
Delete Task
Click to delete a task.
Up
Down
Click to change the priority order if the tasks.
General System Features Tasks
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Horizon Software International
Assign Task Group to User Group Tab0 The Assign Task Group to User Group tab displays a list of user groups assigned to the task group. Review the following components to become familiar with the related tasks.
Figure 2-15: Assign Task Group to User Group Tab Assign Task Group to User Group Tab Definitions
LABEL
DEFINITION
Available User Group Section
This section displays a list of user groups that can be assigned to the selected task group.
Selected Group Section
This section displays a list of user groups that have been assigned to the selected task group.
Mover Control
Use these buttons to change user group assignments for the selected task group.
Setting Up a Task Group This process outlines the steps to complete this task. You may or may not need to perform them all. Step 1 - Add a Task Group and Steps to a Task—page 2-20 Step 2 - Set Task Recurrences—page 2-21 Step 3 - Reorder Tasks Functions—page 2-23 Step 4 - Assign the Task Group to the User Group—page 2-24
Step 1 - Add a Task Group and Steps to a Task Perform the following steps to create a new task group and add steps to a task. 1.
Navigate to Home Page > Setup Tasks (100302). The Setup Task Lists query screen displays.
2.
Click New. The Setup Task Lists detail screen displays.
3.
Enter a name for the task group in the Task Group Name field.
General System Features
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Horizon Software International
4.
Review the following information to determine an action. IF
Adding Tasks to a Task Group
THEN
a. Click the Task Management tab. b. Click Add Task. A row is added to the tasks table. c. Enter a short description for the task in the Task Name field. d. Choose the task end date from the Due Date calendar.
e. Choose the start date from the Start Date calendar. f. Click the number of days before the task expires from the Expires In Days scroll box. Adding Steps to a Task
a. Click Add Step. A row is added to the process table. b. Click the Process browse button.
a. The Process Selection screen displays, allowing you to choose which process is associated with the step. b. Click a process. c. Click OK. d. Edit the name in the Step Name field, if necessary. e. Enter more descriptive details in the Step Long Description field. 5.
Click Save.
Step 2 - Set Task Recurrences You can set up a task recurrence daily, weekly or monthly. The Task Recurrences screen is populated with data from the Task Management tab. The information can be changed if necessary. 1.
Navigate to Home Page > Setup Tasks (100302).
2.
Double-select the desire task group or enter it in the Task Group field.
3.
Click Setup Task Recurrences.
General System Features Tasks
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Horizon Software International
4.
Review the following information to determine an action. IF
THEN
Setting up Daily Task Recurrences
a. Choose Daily from the Recurrence Type drop-down list. b. To change the date, select a new starting date from the Start Date drop-down calendar. c. To change the expiration number, select a new number of days from the Task Expires scroll box.
d. Click OK. The Setup Task Lists screen displays. Setting up Weekly Task Recurrences
a. Choose Weekly from the Recurrence Type drop-down list. b. To change the date, choose a new starting date from the Start Date drop-down calendar. c. To change the expiration number, select a new number of days from the Task Expires scroll box. d. Click a number from the Number of Days in Advance to show Tasks Prior to Start scroll box. This reflects the number of days prior to the start date that the task displays. If there is no start date specified, the due date is displayed. e. Mark the Setup by Day of the Week checkbox next to the day the task should recur. f. Click a Move task when task occurs on nonoperational day option to define where the task should be moved if it occurs on a non-operational day. Click Before, to move the task to the closest operational day prior to the task being due. Click After, to move the task to the closest operational day after the task is due.
g. Click OK. The Setup Task Lists screen displays.
General System Features
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Horizon Software International
IF
Setting up Monthly Task Recurrences
THEN
a. Choose Monthly from the Recurrence Type dropdown list. b. To change the date, choose a new starting date from the Start Date drop-down calendar. c. To change the expiration number, select a new number of days from the Task Expires scroll box. d. Click a number from the Number of Days in Advance to show Tasks Prior to Start scroll box. This reflect the number of days prior to the start date that the task displays. If there is no start date specified, the due date is displayed. e. Click the day of the month on which the task should recur. Choose from the following methods. f. Click the day of the month on which the task should recur from the Day of Month scroll box. g. Mark the Last day of the Month checkbox, if necessary. h. Click a Move task when task occurs on nonoperational day option to define where the task should be moved if it occurs on a non-operational day. Click Before, to moved the task to the closest operational day prior to the task being due. Click After, to move the task to the closest operational day after the task is due.
i. Click OK. The Setup Task Lists screen displays. 5.
Click Save.
Step 3 - Reorder Tasks Functions A sequence number is automatically assigned to each new task group. Perform the following steps to reorder a task group of steps in a task. 1.
Navigate to Home Page > Setup Tasks (100302). The Setup Task Lists query screen displays.
2.
Double-select the task group. The Setup Task Lists detail screen displays.
3.
Review the following information to determine an action. IF
4.
THEN
Reordering a Task Group
a. Click the desired task. b. Click Up or Down arrows to move the task in the list.
Reordering Steps in a Task
a. Click the desired step. b. Click Up or Down arrows to move the step in the process.
Click Save. General System Features Tasks
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Horizon Software International
Step 4 - Assign the Task Group to the User Group Perform the following steps to assign a task group to the User Group tab. Refer to User Groups (100101) to add, edit or delete a user group. 1.
Navigate to Home Page > Setup Tasks (100302).The Setup Task Lists query screen displays.
2.
Double-select the task group. The Setup Task Lists detail screen displays.
3.
Click the Assign Task Group to User Group tab.
4.
Highlight the user group to be assigned to the task group in the Available User Groups section.
5.
Use the Mover Control to move the user group to the Selected User Groups section.
6.
Click Save.
Copying Preloaded Tasks Perform the following steps to copy preloaded tasks. 1.
Navigate to Home Page > Setup Tasks (100302).
2.
Double-select the desire task group or enter it in the Task Group field.
3.
Click Copy Preloaded Tasks. NOTE
The preloaded tasks and related steps are copied to the task table. You can edit the tasks and processes. The task or step displays in the bottom left side of the screen, as it displays on the Home Page. You can change the name and/or description as desired. 4.
Click Save.
Editing a Task Group Perform the following steps to edit a task. 1.
Navigate to Home Page > Setup Tasks (100302).
2.
Double-select the desired task in the Task Group section or enter the task group name in the Task Group Name field.
3. 4.
Make the applicable changes to the information on the Task Management and Assign a Task Group to
User Group tabs.
Click Save.
Deleting a Task Perform the following steps to delete a task. 1.
Navigate to Home Page > Setup Tasks (100302).
2.
Double-select the desire task group or enter it in the Task Group field.
3.
Click Delete. A confirmation message displays.
4.
Click Yes to confirm or No to cancel the deletion.
5.
Click Save.
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Key Performance Indicators (KPI) Key Performance Indicators measure performance of end-users (cashiers and managers) against goals set by the district office. Vital financial and operational status displays on the KPI Report Card directly on the Home Page. The KPIs are calculated nightly. KPIs can be assigned to the sites through System Management > Setup KPI (100410). Refer to the following topics for information on this feature. WHAT IS THIS?
HOW DO I?
Setup KPI Query Screen Definitions (100410)—page 2-26 Setup KPI Details Screen Definitions (100411)—page 2-27
Setting up the KPI Report Card—page 2-28 Setting up the Key Performance Indicator (KPI) Gauge—page 2-28 Editing KPI Information—page 2-28
Figure 2-16: KPI Report Card Section KPI Report Card Section Definitions
LABEL
DEFINITION
Report Card Table
Displays a list of KPIs assigned to the site.
Trend Indicator Column
The following icons represent value of each KPI: Green Up-Arrow Icon: Increasing as expected. Green Down-Arrow Icon: Decreasing as expected. Red Up-Arrow Icon: Increasing but should not be. Red Down-Arrow Icon: Decreasing but should not be. Green Circle Icon: Expected to hold steady (+/- 10%) and is
doing so.
Red Circle Icon: Expected to hold steady (+/-10%) and is not
doing so. No Icon: No trend is being tracked, the value is just reported. Re-compute Column
Re-compute the column of the selected KPI by selecting the green arrow button.
Name Column
Displays the name of each KPI assigned to the site.
Graph Column
Displays a graph icon if there is an associated history graph with a KPI.
Report Column
Displays a report icon if there is one or more associated reports in the program that give more details on what the KPI is tracking.
Current Column
Displays the current value of each KPI since last re-computed. (based on the specified period)
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Horizon Software International KPI Report Card Section Definitions
LABEL
DEFINITION
Previous Column
Displays the previous value of each KPI since last re-computed. (based on the specified period)
Period Column
Displays the period used to track the comparison between the current and previous values. The period assignment could be one of the following: Today This Year vs. Last Year This Month vs. Last Month This Month vs. Last Month Last Year This Week vs. Last Week
Category Column
Displays the operational category to which each KPI is assigned.
Last Computer at Column
Displays the date and time the KPI value was last computed for the site.
Re-Compute All
Click to be re-calculated.
Description
Displays the full description of the selected KPI.
Setup KPI Query Screen Definitions (100410) Review the following screen components to become familiar with the related tasks.
Figure 2-17: Setup KPI Screen Setup KPI Query Screen Definitions
LABEL
DEFINITION
Name Field
Enter the name of the KPI report you wish to see.
Search
Click the search for the KPI report entered in the Name field.
Reset
Click to reset the information.
Name Column
Displays the name of the KPI report.
Description Column
Displays the description of the KPI report.
Disabled Column
Mark to disable the KPI report.
Display Order Column
Displays the order the KPI reports are listed on the Home Page.
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Setup KPI Details Screen Definitions (100411) Review the following screen components to become familiar with the related tasks.
Figure 2-18: Setup KPI Details Screen Setup KPI Details Screen Definitions
LABEL
DEFINITION
Name
Displays the name of the selected KPI.
Description
Displays the long description of the selected KPI.
Gauge Available
Displays whether or not a gauge is available on the site's Home Page for the selected KPI.
Graph Available
Displays whether or not a graph can be viewed on the site's Home Page for the selected KPI.
Expected Trend Direction
Displays the direction in which the data should be moving. The choices are Increase, Decrease, Flat or Not Applicable.
Value Type
Displays the type of data that is being captured by the selected KPI. The choices are Number, Currency or Percentage.
Category
Displays the operations category to which the KPI belongs
Display Order
Displays the order sequence in which the selected KPI is displayed on the site's Home Page.
Number of Days in the Past To Compute
Displays 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.
Frequently Updated
Displays whether or not the KPIs is computed as part of the scheduled task to gather detail and summary data for frequently updated KPIs.
Disabled
Displays whether or not the selected KPI should be displayed for use.
Period
Displays the target period for the KPI. The choices are Today, This Year vs. Last Year, This Month vs. Last Month, This Month vs. Last Month Last Year or This Week vs. Last Week.
Available Sites Section
This section displays a list of sites to which the selected KPI can be assigned.
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LABEL
Selected Sites Section
DEFINITION
This section displays a list of sites to which the selected KPI has been assigned and the goal range to be displayed on its gauge on the site's Home Page.
Setting up the KPI Report Card Perform the following steps to set up the KPI report card. 1.
Navigate to Home Page > Setup KPI (100410).
2.
Double-select the specific KPI for the KPI Report Card.
3.
Use the Mover Control to assign site(s) to the selected KPI.
4.
Click Save.
Setting up the Key Performance Indicator (KPI) Gauge The KPI Gauge is an “at-a-glance” graphic that changes to reflect the selected KPI. The gauge scale is automatically calculated based on the current value and the minimum and maximum goal values defined in the KPI configuration. The KPI goal range is defined by the green area. The needle indicates the current performance value in relation to the goal. Perform the following steps to use the KPI Gauge.
Figure 2-19: KPI Gauge Section
1.
Navigate to Home Page.
2.
Choose the desired KPI Gauge from the KPI Gauge drop-down list.
3.
Mark the Auto checkbox to continually update the entire list of KPIs.
Editing KPI Information Perform the following steps to edit the KPI information. 1.
Navigate to Home Page > Setup KPI (100410).
2.
Search for and select the KPI on the Setup KPI query screen.
3.
Enter the order sequence in which the selected KPI is displayed on the site's Home Page 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.
Click the Frequently Updated option if applicable.
6.
Click the Disabled option if applicable.
7.
Click the Period drop-down list to choose the applicable target period for the KPI.
8.
Assign KPI to Sites: Highlight the site to which the KPI is to be assigned in the Available Sites list. Click Add One to move the site to the Selected Sites list. Repeat this step for each additional site to
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which the KPI is to be assigned. NOTE
To assign the KPI to all sites, select Add All. To remove a site assignment for the KPI, highlight the site from which the KPI is to be removed in the Selected Sites list and select Remove One. To remove all site assignments for the KPI, select Remove All. 9.
Click Save.
Announcements The Announcements section of the Home Page is used by top and middle management to convey important messages concerning the operations of food service. Announcements appear on the Home Page at the bottom management level for reference only. Users can only view messages. As a site receives multiple announcements, the newest message displays at the top of the list. The user can scroll down and view previous messages. The number of announcements added displays in the Announcements section. NOTE
To set up announcements select Announcement Management on the Home Page or refer to System Management > Global System Setup > Announcements (100303). Review the following components to become familiar with the related tasks.
Figure 2-20: Announcements Section Announcements Section Definitions
LABEL
DEFINITION
Print
Click to print the current announcements.
Announcements Window
Displays the Announcements from top and middle management.
Announcement Management
Click to create, edit or delete announcements at the management level.
General System Features Announcements
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Report Center (900006) The Report Center module provides a single point of access to reports for purchased modules. Reports are organized by module and/or by report type and can be viewed, exported or printed. The list filters to display only reports associated with the selected report module or report type. A preview of the report can be viewed from the Report Viewer and can be used to navigate through the report while viewing it. Refer to the following topics for information on this feature. WHAT IS THIS?
HOW DO I?
Report Criteria Screen - Sections Definitions— page 2-31
Accessing Reports—page 2-31 Printing a Report—page 2-31 Exporting a Report—page 2-32
Refer to the following topics for additional information on this feature. RELATED TOPICS
Report Criteria Toolbar—page 2-10 Report Viewer Toolbar—page 2-12
Figure 2-21: Report Center Screen
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Report Criteria Screen - Sections Definitions Depending on the report you selected, the Report Criteria screen displays various options in the Sections section. Criteria options are specific to the report show in the Criteria section.You can save the criteria you select for the report to use in the future.
Figure 2-22: Report Criteria Screen Report Criteria - Section Definitions
LABEL
DEFINITION
Report Header
Mark the information to include in the report header. Specifies whether the name of the person generating the report and/or the time the report was generated prints at the top of each page of the report.
Site Selection
Mark to select the sites to include in the report.
Report Type
Specify whether to print a detailed version or a summarized version.
Sort By
Choose to sort the report data by the criteria that you choose.
Report Footer
Mark to include in the report footer. Specifies whether the report criteria and custom notes print at the end of the report.
Accessing Reports Perform the following steps to access a report. 1.
Click Reports on the Main Menu toolbar.
2.
Click a module in the Make Selection section or choose from the Click a Type of Report drop-down list.
3.
Click a report in the list.
4.
Click Go!. The report’s criteria screen displays.
Printing a Report Perform the following steps to print a report from the Report Viewer screen. Print Report on the Report Viewer toolbar. The Print screen displays.
1.
Click
2.
Click a printer from the drop-down list.
3.
Click OK to print the report.
General System Features Report Center (900006)
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Exporting a Report Perform the following steps to export a report from the Report Viewer screen. Export Report on the Report Viewer toolbar. The Export Report screen displays.
1.
Click
2.
Enter or select the folder name to save the report to the Save in field.
3.
Click a file type from the Save as type drop-down list.
4.
Enter a file name for the file to save the report as in the File name field.
5.
Click Save to export the report. You will receive a message from the system when the export is complete.
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GLOSSARY Chapter 3
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 3-1. ATAP Refer to Alaska Temporary Assistance Program (ATAP) on page 3-1. 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
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Horizon Software International
BOH Refer to Back of the House (BOH) on page 3-1. 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.
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Glossary
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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 3-3. 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
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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 2001. 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 3-4. 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 3-4. 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
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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 3-4. 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
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HACCP Refer to Hazard Analysis and Critical Control Point (HACCP) on page 3-6. 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 1965. 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.
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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, 2000. KPI Refer to Key Performance Indicators (KPI) on page 3-7. 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 3-7 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
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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 R
DESCRIPTION
TYPE OF CUSTOMER
PRICE
Reimbursable Meal
Student
Eligibility 1st meal price
(1 per serving period)
Generic/No ID
Eligibility 1st Meal Price
Meal Item
Student - 2nd meal
Eligibility 2nd Meal Price
(or items if using Component Based or NuMenus serving mode)
Adult, employee and teacher - 1st meal
Eligibility 1st meal price
Adult, employee and teacher - 2nd meal
Eligibility 2nd meal price
Premium Meal (Meal Based only)
Full pay student and adult - Management Level Inventory > POS > 1st meal Price
(or items if using Component Based or NuMenu serving mode) M
Items selected in A la Carte Mode NUMERIC Quantity of A la Carte VALUE menu items selected
Reduced price and free student - 2nd meal
Management Level Inventory > POS > Price
All - No ID required
No ID full pay 1st meal price
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.
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Glossary
Horizon Software International
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 1965. 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 1946. NSLP Refer to National School Lunch Program (NSLP) on page 3-9. Glossary
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Horizon Software International
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 www.fns.usda.Gov. 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.
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Glossary
Horizon Software International
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
3-11
Horizon Software International
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 3-12. 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 3-10. 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 3-12. 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.
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Glossary
To reorder, contact Sales Support at (800) 741-7100
