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PrimeroEdge – Menu Planning User Manual Release 3.8

1. 46 Searching for Ment MeNi tae 48 Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 3 Contents PURNA EGIT doen oec elm clon n ccm ead E E codec te cM co c oS 49 ATI Neu PURAS TEOEmuss estas ai 51 CEET Quin tow STOCKTON suse tut tete dcus MM DE 52 Adding an Ingredient Form to a Purchase Mead teste dee io eate en heated ie 53 Upaatng Purchase E scene or tet Camden d aver dara Cena d Cox ctae meat 54 Deleting a Purehase d eiae ix ian as RE RECS EE NO ERU NEL x n M Ed 25 Section A A a ME T 57 Menus at aula eoo actae TE ed siibert al adiuti tecta necia cnica 58 Meus sc su a huh uu Lh E M een 59 Searcnmilo FOU q IMeHU scatet iere a a Ote a ia 61 Y EOI MUN EU M M E A E 62 oigo T eee 63 Adamo a Menu emn A m O 65 Deleting a Men ftem from a Menu le EE 66 CNGNGING Menudqum Servi E a a A ahead atte 67 Changing Serving Groups fora Menu io ias 68 Changing Menu Item Category Assignments for a Menu sse 69 Generating a Mena COSA TAR A akene kaa a a eee 70 Viewing Menu Nutrients and Food Components tenentes 72 Generating the Menu Nutrient Analysis Report esee eterne tette teens 74 COD VUNG GT CIN acess es tastes eta E aed tense aa cettte vanes acts TEE ET wets Cava dito cet cetacean ionic 76 B EaI ie STAG mle ks 1k EE E ee E CI NL DEN CIIM ELEME OEC ed 77 Menu C Velestucue cu Ue
2. Weekly Nutrient Analysis Select Calendar Meal Type Site Group E be Lunch Elementary School Y ALL O et T 15 Menu Line e Start Date End Date Regular 9 8 2013 9 14 2013 x Ci cheek wees Oks we OO OEE EPR NN NEUE k Menus Meal Type Site Group Site o Reports Lunch Elementary School g AL Acceptability Factor Menu Line Start Date End Date Allergen Chart Regular 9 8 2013 9 14 2013 Ingredient List Analysis Report Menu Calendar lt Menu Item Nutrients Standard Nutrients Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 139 Chapter 4 Reports PrimeroEdge Menu Planning User Manual To generate a Nutrition Report from the Standard Nutrients footer 1 Select a Nutrients Option and a serving group if needed 2 Click Nutrition Report Standard Nutrients 650 00 of Calories 49470 349 1875 6 34 96 ittp id 4 of2 gt bi 4 Find Next ll gt Generated on 11 19 2013 1 53 21 PM Menu Weekly Nutrient Analysis Report Edge County Schools Menu Names 3043 Week 1 Day 1 Menu K 8 Tuesday s Menu Week 1 Day 1 Elementary Al N utrients Option E Page 1 Site Group Elementary School Meal Pattern USDA Meal Pattern SY 2012 2014 Serving Group K 8 Calculation Method Weighted Analysis Meal Type Lunch Result Fail
3. http aspx x id 4 E of2 gt bi a 100 v Find Next kh amp l Generated on 7 15 2013 3 30 20 PM Menu Nutrient Analysis Report Menu Name SC Salad Bar Site Group High School Meal Pattern USDA Meal Pattern SY 2012 2014 Pe Serving Group 9 12 Calculation Method Weighted Analysis Al N utri en ts O pti O n Meal Type Lunch Result Fail Food Component Summary Feedcomponent EI IO Wotton Fruit gt 1 000 1 000 2 000 M REC FE Kcal 750 00 850 00 Fat g 0 00 Veg gt 1 000 0 000 2 000 1 000 Sfat g 10 00 96 of Calories 0 00 0 500 TFat g 1 0 00 0 500 Chol m 3 0 00 0 000 Na mg 0 00 Carb g 0 00 0 000 0 000 TDF g 0 00 0 000 Pro g 0 00 0 000 Fe mg 0 00 1 000 2 000 1 000 Find Next kh Generated on 7 15 2013 3 05 54 PM Menu Nutrient Analysis Report Legend M Missing Nutrient Values IN Menu Name SC Salad Bar 1 Trans Fat is provided for informational purposes A Serving Size SC Banana 0 200 25 LR300024 1 CN CUP ma Site Group High School Meal Pattern USDA Meal Pattern SY 2012 2014 Serving Group 6 8 Calculation Method Weighted Analysis Food Component Summa
4. 108 Nutrition Report Weekly Nutrient Analysis 140 Nutrition Summary Report Menu Cycle 88 Nutrition Summary Report Multi Line Analysis 111 Nutrition Summary Report Weekly Nutrient O coa OL e be ARA MAS 141 RECIO BOO adi 133 RECIDE GOSUNG is eine 135 Recipe Nutrition eerte tnn 137 RECIDE TEDO AN CAELI 45 Scale RECIPE DY Bat 42 Scale Recipe by Servings sss 42 Weekly Nutrient Analysis sess 139 Page 212 searching for Ii gredie iris 21 MENTES a A Gi eM 79 Menu terms son ee e o Ra ini bis ierat ida 48 Menu Templates eene 149 MONU REM D T MES 61 ROCIDO T 33 Serving Groups 10 12 23 62 68 69 144 148 150 152 185 188 serving size Menu ltem 23 24 34 38 40 67 119 209 EXCEP ON ri 41 Site CORIQuratlorr sunn E AEs 12 SIte aro rr A llos 10 11 Smart Search search 19 21 31 33 48 Standard Menu ltems 12 14 150 155 Standard Nutrients footer 15 72 74 84 86 88 89 106 108 111 113 138 139 ere dct idad 26 substitutions M MA or Grains esses 83 system setting Default Nutrients Option 74 86 108 Menu Cycle Maximum Days per Cycle 80 Menu Items Default Maximum Carryover
5. Name for the copy Southwest Grill co e v pil e ie tata h A h k k aTa aaa ata Source Meal Pattern Meal Typ Site Group USDA Meal Pattern SY 2 lumber of Weeks Da r Week 3 Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 91 Section 3 Menus Discontinuing a Menu Cycle Menu Cycles are never removed or deleted but they can be discontinued made inactive such that they do not appear in lists unless specifically specified to do so To discontinue a Menu Cycle 1 Display a Menu Cycle and clear Is Active 2 Click Menu Cycle 3 E Menu Cycle Name Breakfast Grill Data Source Meal Pattern Meal Type site Group Local USDA Meal Pattern SY 2 Breakfast kal Elementary School ha Number of Weeks Days per Week P Acti Menu Cycle Details 1 Hat Breakfst Asian Menu TIP To include discontinued menu cycles in lists select the Include Discontinued Menu cycles option in the search conditions on the Menu Cycles page To reactivate a Menu Cycle 1 Display the Menu Cycle and select Is Active to reapply the check mark 2 Click Page 92 PrimeroEdge Menu Planning User Manual Cybersoft Technologies Section 3 Menus Assign Menus allows you to assign a menu or menu cycle to a calendar date saps Menus menu cycles can be replaced or they can be completely removed from a calendar date Menu Cycles Muit
6. Allergen Chart Ingredient List The report can be printed or exported to one of seven formats Viene XML CVS PDF MHTL TIFF Excel or Word Menu Item Mutrients Acceptability Factor Page Acceptability Factor Start Date End Date 6 18 2013 piS2013 Generate Report By default on the Acceptability Factor page Start Date is 30 days prior to the current date End Date is the current date Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 119 Chapter 4 Reports PrimeroEdge Menu Planning User Manual Generating an Acceptability Factor Report To generate an Acceptability Factor report 1 Select or enter a Start Date and an End Date 2 Click Generate Report Acceptability Factor e Start Date End Date e 4 1 2013 4 30 2013 Non Reimbursable Lunch Meal 1 25 1 CN portion Site Group High School Meal Service Breakfast Serving Date 04 01 2013 Line Regular Extra Extra Extra Sa ee Site Group High School Meal Service Breakfast Serving Date 04 30 2013 Line Regular Site Group High School Meal Service Breakfast Serving Date 04 07 2013 Line Breakfast In Class Site Group Elementary School Meal Service Lunch Serving Date 04 19 2013 Line Regular 4 1 ofi pi Find Next d amp Generated on 7 19 2013 11 35
7. Menu List Discontinue Discontinue Discontinue Discontinue PrimeroEdge Menu Planning User Manual Cybersoft Technologies PrimeroEdge Menu Planning User Manual Section 5 Configuration Searching for a Menu Template Six search conditions can be used in any combination to search for a Menu Template To search for a Menu Template 1 Enter one or more search conditions 2 Click Menu Templates Add a new Template Data Source Meal Pattern Meal Type Site Group ALL m aiiis Tags Name Enter the tag names separated by a Menu List gt Elementary School Breakfast Lunch USDA Meal Pattern 5Y 2012 2014 State Level gt Elementary Schools Site Group Breakfast USDA Meal Pattern SY 2012 2014 State Level gt High School Breakfast US5DA Meal Pattern SY 2012 2014 Local gt MS Breakfast Menu Template Middle School Breakfast USDA Meal Pattern SY 2012 2014 State level2 Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 149 Section 5 Configuration PrimeroEdge Menu Planning User Manual Adding a Menu Template Adding a Menu Template follows the same basic steps as adding a Menu However you add only items that are common to all Menus that will be created with this template To add a Menu Template 1 Click the Add a new Template link 2 Select a Meal Type and select one or more Meal Types and one or more Site Groups 3
8. ENHBHEHEHNHEHEEHEHEHEHHEHHEHEHENEHNHEHEHEHEHNHEEHEEHEHENHEEHEHEHEENHEENHEHEHEHEHEENHEHEHEHEENHEHHEEHEHENHEEHENHEHEEHEEHEHENEHN mo fe Uploaded File image_hotdogs png Recipe Costing Information Total Recipe Cost 0 0000 Number of Servings 100 000000 Serving Size 1 Each L V1 Cost Per Serving 0 0000 Page 36 PrimeroEdge Menu Planning User Manual Cybersoft Technologies Section2 Ingredients Notes on Selecting a Purchase Item or Ingredient If you create Nutrition Analysis Recipes the Ingredients tab appears similar to the image below Ingredients for each step are selected from the list of all ingredients set up in PrimeroEdge Menu Planning Add Step Ingredient Only J Ingredient 11100048 m V Smart Search Ingredient Name Hot Dog Buns 100 Roll L V1 Directions 1 Open roll 2 Place roll on baking shee If you create Production Recipes the Ingredients tab appears similar to the image below Purchase Items for each Recipe step are selected Purchase Items are items stored in the PrimeroEdge Inventory module Ingredients in the Menu Planning module are linked to inventory items in the Inventory module through the Purchase Items menu selection The Ingredients tab provides Recipe Costing Information based on the item s pricing information stored in the Inventory module Add Step Purchase Item Only Purchase Item Home Run Hot Dog Buns Prep Method as purchased 100 Roll
9. Contains Milk Ss O E Processed in a facility tha Egg Contains Fish 3 Contains Crustacean Shellfish Contains Tree nuts E I S Contains Wheat g May contain Peanuts Contains Soy y Gluten l Allergens saved successfully Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 25 Section 2 Ingredients Tab 4 Buying Guide The Buying Guide tab provides information on how the ingredient is obtained f your district uses the PrimeroEdge Inventory module Ingredients in the Menu Planning module can be linked to a stock item maintained in inventory f your district does not use the PrimeroEdge Inventory module purchase items are created for each Ingredient 9 Note You must enter either a Broken Unit Weight or Edible Portion value when using the PrimeroEdge Production and Inventory modules with the Menu Planning module so that correct processing of items occurs To complete the Buying Guide tab 1 Enable either Purchase Items or Stock Items and select an item from the drop down list 2 For the remaining fields e For Stock Items several fields are completed for you Select a Prep Method and Broken Unit Weight and enter the Edible Portion Factor e For Purchase Items select or enter data for each field 3 Click Save Ingredient Y Auto Save when switching tabs No prompts Name Hot Dog Generate Rep
10. Default Maximum Carryover Days system setting 4 Click Recipe Auto Save when switching tabs No prompts Name Hot Dog Delight Generate Report General Ingredients Nutrients Menu Item Allergens Scale Menu Item Hot Dog Delight Full Name Hot Dog Delight Marketing Name a Menu Item Category SC Lunch Entree m ETA A AA AAA O e Preparation site tem s L a Show In Summary y A A LA m Leftover Category Carryover m L L Maximum Carryover Days 5 a huumuuumuuuauuuumuuuuumuuuuuuuuuuumuu To add an available Menu Item serving size L Click LANAS 2 Enter a Serving Size and select a serving measurement 3 Click the Insert link Available Menu Item Serving Sizes Add New Serving Size Serving Size Y Is Default Edit Select Food Contributions TITO ee al Ounce gt perving Size Is Default Insert Canfrel For Y Page 40 PrimeroEdge Menu Planning User Manual Cybersoft Technologies Section2 Ingredients To add food component contributions 1 Select a Milk Type and enable juice and dessert options if appropriate 2 Select contribution values for each food component provided by the Menu Item 3 Click Contributions 1 00 Each Meal Pattern L 4 Milk Type Skim fat free unflavored Fruit Juice Vegetable Juice Grain Based Dessert Contribution Fruit gt MILK F 7 Meatyma a WG
11. m Prep Time 25 minutes m m a m i m a HACCP Process Same day service z m HACCP CCP a E CCP Critical Limit Corrective Action E Continue cooking food until the internal temperature m Heat to 5 F for 15 reaches the required temperature J Cook 165 00 q p seconds Discard the food if it cannot be determined how long a E the food temperature was below 135 F J Hot Hold Holdat gt 135 00 F L Tips Comments bx Ed Hot dog must be par boiled before cooking in oven Pre Preparation Instructions Lx Eg Serving Instructions Save Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 29 Section 2 Ingredients Copying an Ingredient When copying any Ingredient you will enter a name and a short name for the copied Ingredient PrimeroEdge automatically creates the Ingredient Code based on Recipes Auto Generate Recipe Codes system setting The original Ingredient is listed on the General tab above the copied Ingredient code To copy an Ingredient 1 Click Copy 2 Entera name for the copy and click Copy Ingredient J Auto Save when switching tabs No prompts Name Hot Dog General i _ Nutrients Allergens _ Buying Guide Recipe Menu Item Labels 1 Ingredient Information 1 Copy Ingredient Code LI100046 v Copy Ingredie Name for the copy Blue Ribbon Hot Dog Short Name for the copy Blue Ribbo
12. By default on the Menu Items page Category is set to ALL Page 46 PrimeroEdge Menu Planning User Manual Cybersoft Technologies Section2 Ingredients Menu Item Ingredient Code Recipe Code and Tags are blank Ingredient Code Smart Search and Recipe Smart Search are selected Include Discontinued Menu Items is cleared All active menu items are displayed in the Menu Item List Page Functions Button Link Description Apply Click to display all Menu Item records in the Menu Item List that UA match the set search conditions Reset Click to return all search criteria fields to the default settings Menu Item List Listings Menu Item List Category Menu Item Recipe Code Ingredient Code serving Size Meal Contribution Allergens Data Source local T Burrito Bean amp Cheese SC Lunch Individually Wrapped aan E Fernando s Schoo LR300059 2 Meat MA did Service 5 75 oz as 11 4 Veg O served 11100032 Column Header Data Type Description Category View only Sortable category to which the menu item is assigned Menu Item Clickablelink Sortable click to display the Menu Item tab of the recipe that the menu item is associated with Recipe Code Clickable link Sortable click to display the General tab of the recipe that the menu item is associated with Ingredient Code View only Sortable single ingredient recipe code Serving Size View only Lists the preferred serving size and measureme
13. Sun 8 Mon 9 Tues 10 Wed 11 Thurs 12 Fri 13 Sat 14 Menu C Menu D Menu E All Menus in Menu Cycle X are assigned to a date Compare this calendar with the calendar on the previous page to see how selecting Use All Menus changes the menu assignment Page 98 PrimeroEdge Menu Planning User Manual Cybersoft Technologies Section 3 Menus Override Assigned Menus this option only appears when an existing menu will be overridden with a new menu assignment when selected Menus currently assigned to the Menu Calendar will be replaced with new menus from the Menu Cycle being assigned A Option is selected by default For example 1 Ifyou assign Menu Cycle X which includes five 5 menus c 2 To this calendar starting on Tuesday the 3 where Menus are currently assigned to Monday the 9 through Friday the 13th Sun 1 Mon 2 Tues 3 Wed 4 Thurs 5 Fri 6 Sat 7 Holiday Holiday Sun 8 Mon 9 Tues 10 Wed 11 Thurs 12 Fri 13 Sat 14 Menu 1 Menu 2 Menu 3 Menu 4 Menu 5 3 With these options selected v Skip Holidays W Skip Weekends W Use All Menus Override Assigned Menus This is how the assigned week appears in the Menu Calendar Sun 1 Mon 2 Tues 3 Wed 4 Thurs 5 Fri 6 Sat 7 Menu A Menu B Holiday Holiday Sun 8 Mon 9 Tues 10 Wed 11 Thurs 12 Fri 13 Sat 14 Menu C Menu D Menu E Menu 4 Menu 5 All Menus in Menu Cycle X are assigned to a date where Menu C Menu D and Menu E override Menu 1 Menu 2 and Menu
14. USDA Meal Pattern SY 2 Lunch y Elementary School a Number of Weeks Days per Week l 5 V Is Active Continued on the next page Page 80 PrimeroEdge Menu Planning User Manual Cybersoft Technologies Section 3 Menus Menu Cycle Details Bar B Que Lunch Elementary School USDA Meal Pattern SY 2012 2014 gt Fiest i lementary School UsSDA Meal Pattern SY 2012 2014 gt Greer Fiesta Lunch plementary School USDA Meal Pattern SY 2012 2014 5 Eas al lementary School USDA Meal Pattern SY 2012 2014 L CN y Al Menu Cycle Name Week 1 Elementary Schools Data Source Meal Pattern Meal Type Local USDA Meal Pattern SY 2 Number of Weeks Fiesta Lunch Bar B Que Lunch Salad Lunch Sandwich Luinch Green Lunch Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 81 Section 3 Menus Replacing a Menu in a Menu Cycle To replace a Menu in a Menu Cycle 1 Display a Menu Cycle and click in the menu listing to be replaced 2 Click a Menu name in the list of available menus 3 Click Bar B Que Lunch Ay School Lunch UsSDA Meal Pattern SY 2012 2014 Local School Lunch USDA Meal Pattern SY 2012 2014 Local Elementary School Lunch USDA Meal Pattern SY 2012 2014 Loca i Menu ycle Mame Week 1 Elementary Schools Data Source Meal Pattern Local USDA Meal Pattern SY 2 Lunch Ele
15. 176 PrimeroEdge Menu Planning User Manual Cybersoft Technologies PrimeroEdge Menu Planning User Manual Section 5 Configuration Deleting a HACCP Process A HACCP process can be deleted only if it is not assigned to a Recipe When a HACCP process is assigned to a Recipe the Delete E icon does not appear in the process listing in the HACCP Processes list To delete a HACCP process 1 Click Delete El in a process listing 2 Click to confirm the removal HACCP Configuration Data Source ALL Add new record Process Description ShortName Added By Added On Modified By Modified On Detail Process 1 No Cook No Cook Cybersoft Support Process 2 Same day service Same day service Cybersoft Support Process 3 Complex food Complex food Cybersoft Support 7 22 2011 7 55 PM 7 22 2011 7 59 PM 7 22 2011 8 02 PM Process X Cook and Freeze C amp F Cybersoft Support 7 22 2013 8 37 PM Cybersoft Support 7 22 2013 9 01 P 4 aj M Page size 10 5 a A dE Wessac e rom C amp F deleted successfully HACCP Configuration Data Source 6 Refresh min 1 RE Cybersoft Technologies PrimeroEdge Menu Planning User Manual g Refresh Page 177 Section 5 Configuration PrimeroEdge Menu Planning User Manual Adding a Critical Control Point To add a Critical Control Point CCP 1 Click Add new record B 2 Enter or select Critical Cont
16. Generates a report of all current nutrient standards or requirements for each Serving Group in a selected Meal Pattern Prints all recipes for a selected data source recipes are ordered by recipe code each recipe starts on a new page and provides detailed nutrient information Generates a report of all recipes for the district and provides serving size number of servings and cost per serving dollar number Generates a report of nutrient information for one 1 serving and 100 gm of a selected recipe Weekly Nutrient Generates the Standard Nutrient footer for a Menu or Menu Cycle Analysis nutrient values and food component counts can be viewed Nutrient Analysis Report can be generated for a Menu or Menu Cycle Food Component Report can be generated for a Menu Cycle 9 Note Menus and functions to which you have access are those appropriate for your role with PrimeroEdge When you access the Reports menu you may see a subset of the functions listed above Page 118 PrimeroEdge Menu Planning User Manual Cybersoft Technologies PrimeroEdge Menu Planning User Manual Chapter 4 Reports Acceptability Factor Acceptability Factor provides aggregate information on planned Reports counts for all menu items to assist the nutritionist in setting welghted counts This report lists all menu items served for a selected date range Planned counts Meal counts Serving Size and Menu Item Category are listed for each menu item
17. La Carte ViHamburgerline Pizza Line Meal Services Rea lar La Carte Hamburger Line Plrizza Line Regular Site Name Hamburger Line Pizza Line Regular wo display a a egg ll O dr 8 1 a eS m Site Group Elementary School v Effective Date 3 1 2013 Please note that saving changes here will affect this site s menus starting tomorrow or the effective date whichever is later Production plans may be lost where the menu is changed Page 172 PrimeroEdge Menu Planning User Manual Cybersoft Technologies PrimeroEdge Menu Planning User Manual Section 5 Configuration Updating Site Details To update details for a configured site 1 Click a Site Name link 2 Make changes in Meal Services Menu Lines and Site Group as needed 3 Click Save and Close Site Configuration Site Code Site Name Site Grou ALL bd Status Configured Sites al Services Elementary School Lunch Snack SMITHVILLE ELEMENTARY Breakfast Hamburger amp Hot Dog V Regular Chaco Meal Services Hamburger amp Hot Dog IV IR guiar Wiraco Hamburger Hot Dog regular Draco mM Existing Site Gropu Elementary School Elementary School F Effective Date 10 1 2012 Site Group i Please note that saving changes here will affect this site s menus starting tomorrow or the effective da
18. PDE Shared PDE Shared PDE Shared PDE Shared PDE Shared Yes 3345 items in 335 pages The total number of items listings and the total number of pages of listings is shown Select a number from the Page size list to change the number of listings displayed on a page Click to display a specific page of listings Click to display the previous paae of listinas Click to display the first page of listings Page 202 Click to display the next page of listings PrimeroEdge Menu Planning User Manual Cybersoft Technologies PrimeroEdge Menu Planning User Manual Appendix A Working with PrimeroEdge Working with Tags Tags were developed to help organize data and find information more quickly Several functions include tags such as Recipes Ingredients Menus and Menu Items To choose tags 1 Place the cursor in Tags and begin entering characters a drop down list of tags that match the entered characters is shown 2 Continue to enter characters to narrow or filter the list of tags until you see the desired tag 3 Click the tag name 6 9 Use as many tags as needed to find the ingredient or recipe separate tags with a semicolon Recipe Search Add Recipe Recipe Search Criteria Recipe Code Recipe Name discontinued recipes Tags Data Source CN ALL CN Baby Food CN Baked goods CN Beef CN Beverages CN breads CN Breakfast Cereals CN butter CN cakes CN ch
19. Quantity Directions The Ingredients tab image shown on the previous page appears when you create a Dual Entry recipe type where you can select either a Purchase Item or an Ingredient Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 37 Section 2 Ingredients Tab 3 Nutrients The Nutrients tab displays nutrient information totals for all ingredients used in the recipe By default calculation of recipe nutrient information is set to AutoCalculate Any change to the recipe such as changing ingredients or serving sizes automatically triggers an automatic recalculation of total nutrient values To view and print a recipe Nutrition Report 1 Click View Nutrition Report 2 Click Print EH on the window toolbar Recipe Auto Save when switching tabs No prompts Name Hot Dog Delight ha General Ingredients Mutrients Menu Item Allergens Scale AutoCalculate Manual entry Recalculate Nutrients View Nutrition Report Generated on 11 15 2013 10 17 0 Recipe COUNTY SCHOOLS Hot Dog Delight LR300070 Contains Milk Number of Servings 50 000 Serving Size Moisture gain loss 0 000 Fat gain loss Waste gain loss 0 000 Sugar 9 1 Vitamin A Whole 1 600 000 1600 000 32 000 16 000 0 000 8 000 0 000 16 000 0 000 32 000 64 000 288 000 16000 000 16000 000 80000 000 96 000 192 000 Milk Sub Total 1 600 000 1600 000 32 000 16 000 0 000
20. TT ereina aa eiae ananena aiana 202 WOKING W TAOS as S 203 Managing Tags Tor un Igkedielit iato e e o Nord Ah cis 204 Appana B To iaaa a 205 IA E E EE E E TETTE E EEEE TR 206 TOTS ed WI REDES ain A A dance eden aros 208 A a a 211 Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 7 Contents End of Contents gt Page 8 PrimeroEdge Menu Planning User Manual Cybersoft Technologies Quick View of Menu Planning This section provides Y A brief overview of Menu Planning concepts Y Order of completion of configuring Menu Planning items Y Review and use of Menu Planning data sources Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 9 Section 1 Quick View of Menu Planning The end goal of Menu Planning is to create Menu Calendars for use in the timely production of Menu Items The first step 1s to complete the process of configuration The Menu Planning module must have certain structures in place before the primary tasks of adding Ingredients Recipes Menus etc can be started These structures are set up through functions on the Configuration menu Some functions can be completed at any time while others must be set up before other functions can be completed Your PrimeroEdge Implementation team may set up many of these structures for you A Set Up Data Sources and Meal Patterns Data Sources and Meal Patterns are independent of each other and therefore do n
21. 0 0000 Fat gain loss 0 0000 Toppings marshmallow cream 19365 8 Ounce Butter print unsalted 36 1 Ib land 3 tablespoon olskes ss purchased 110630 Confectioner s Sugar 11100157 Preparation Instructions Place 2 cups 8 ounces of marshmallow cream in large mixing bowl Place 3 TSS of unsalted butter in large bowl iwth marshmallow cream Place 2 5 cups of confectioners sugar in large bowl with first two ingredients Beat all ingredients together for 5 minutes until light and smooth in consistency Nutritional Information of Calories 21 08 Nutrients per 100 g ofan ORO PO e NEN E A MO ain OO 186 548 6 095 4 369 Missing 16 293 32 852 32 440 0 041 Missing 0 330 0 093 1 234 43 455 217 685 9 595 0 197 Nutrients per serving 17 259 g FOLE NE RUE dI A rr 32 197 1 052 0 754 Missing 2 812 5 670 5 599 0 007 Missing 0 057 0 016 0 213 37 571 1 656 1 This nutrient was added by the developer and not required by USDA for NSMP 2 Please enter either Actual Value or DRV for nutrient Iron 3 Plesse enter either Actual Value or DRV for nutrient Calcium 4 Please enter either Actual Value or 2 DRV for nutrient Vitamin A IU 5 Plesse enter either Actual Value or DRV for nutrient Vitamin C Page 1 of 1 Cybersoft Technologies PrimeroEdge Menu Planning User Manual FII Page 45 Section 2 Ingredients Menu Items Menu Items searches for menu items by men
22. Condiments are served in packets Preparation Instructions 1 Open roll 2 Place roll on baking sheet 165 00 Continus cooking food until the internal temperature reaches the required temperature Nutrients per 100 y J ELE abd lu m 3 mm z IEEE Find Next 720 000 32 000 3 0 Generated on 11 15 2013 10 44 34 AM LR300070 Hot Dog Delight COUNTY Scaled for 400 1 Each servings Contains Egg Gluten Wheat 360 000 16 000 0 Processed in a facility that also processes Milk Soy May contain Crustacean Shellfish Pre Preparation Instructions 1 This nutrient wes added lll Franks mist be parias Pless2 enter either Ach Please enter either Ach 2 g 1 Open roll Plezs enter either ch 2 Place roll on baking sheet Plags2 enter either Act Cooking 165 00 Continue cooking food until the internal temperature reaches th aequitesf 1 temperature Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 43 Section 2 Ingredients Copying a Recipe Recipes can be copied as often as needed This is convenient when you have similar recipes that include tweaks Copying the recipe and then making changes where needed is much faster than re entering the entire recipe The copied recipe includes all data from the original recipe except for the Menu Item tab To copy a recipe 1 Display the General tab 2 Click Copy 3 Enter a name and a short nam
23. Elementary School Cybersoft Support gt Middle School Cybersoft Support gt High School Cybersoft Support Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 163 Section 5 Configuration PrimeroEdge Menu Planning User Manual Adding a Site Group Adding a custom Site Group allows you to create a group name of your choice Individual Sites are then added to the Site Group To add an individual Site Group 1 Click E A 2 Enter a name for the Site Group in Description 3 Click Insert 1 Site Groups aad new record Add Add new record record Added By oo Added Cybersoft Support 06 06 2012 gt Middle Schoo Cybersoft Support 06 06 2012 ta fet El gt High School Cybersoft Support 06 06 2012 Site Groups Please note that changing the site s group or effective and end dates will affect the site s menus starting tomorrow or the effective date whichever is later Production plans may be lost where the menu is changed site Code site Site Groups Add new record E Refresh Cybersoft Support 06 06 2012 Middle School Cybersoft Support 06 06 2012 El ts rel High School Cybersoft support 06 06 2012 Page 164 PrimeroEdge Menu Planning User Manual Cybersoft Technologies PrimeroEdge Menu Planning User Manual Section 5 Configuration Adding a Site to a Site Group After creating a custom Site Group individual Sites are added one
24. Strawberries raw 0 02 l a Menu Cycle Week Nutrient Analysis Report Category SC Milk Choose 1 Menu Cycle Name Regular Line Week 1 Salad Line Week 2 Sandwich Line Week 1 Site Group Middle School Meal Pattern USDA Meal Pattern SY 2012 2014 Serving Group K 8 Calculation Method Weighted Analysis Meal Type Lunch Result Fail Cycle Week Nutrient Summary Cycle Week Food Component Summary pene utere Rave oerte ttn E omae T emm FE Kcal 600 00 650 00 128 115 63 Fruit gt 2 500 2 000 4 500 Fat g 32 003 07 224 82 veg gt 3 750 0 000 6 500 Sfat g lt 10 00 of Calories 57 601 52 404 65 gt 0 500 5 500 TFat 9 1 44 800 03 gt 0 750 0 500 Chol ma 53 765 11 gt 0 500 0 500 Na ma 41 152 86 gt 0 500 0 000 Carb g 32 015 87 99 96 gt 0 500 0 000 TDF g 28 161 88 8 000 9 000 0 000 108 803 15 339 70 0 000 AI Nutrients Option 33 283 76 gt 50 000 of 0 000 46 176 43 Meat MA 9 000 10 000 1 000 5 500 A RE 79 489 16 MILK F gt 5 000 1 000 A IU 81 291 98 Fruit J lt 50 000 of 0 000 0 00 VitC mg 8 70 Grain D lt 2 000 0 000 Mois g 5 66 Vegetable J lt 50 000 of 0 000 0 00 Ash g 2 31 MILK V Fail Legend M Missing Nutrient Values 1 Trans Fat is provided for informational purposes not for monitoring purposes Item Name VitC Mois Emm ler je om fe gt eg eee M es e o A e M RN A RIT AAA NIC RN CRESCE ROA VEA N
25. X 15 Sep HK 14 Sep Salad Lunch III Fiesta Lunch Sandwich Lunch Monday September 09 2013 1 Ep Green Lunch I Bar B Que Lunch Salad Lunch The page at primeroedgetest says Are you sure you want to remove this menu from the X D X 14 ep calendar Ir Sandwich Lunch Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 103 Section 3 Menus Multi Line Analysis In some feeding sites multiple Production records are Menus used required for a single Meal Service when multiple Menu Lines are offered such as a Lunch Meal Service that offers a Menus Pizza Line a Sandwich Line a Salad Line etc Menu Cycles A patron may cross Menu Lines and make choices from more than one Menu Line Therefore some feeding sites are required to verify that USDA weekly guidelines are met when patrons have the opportunity to make choices from multiple Menu Lines Multi Line Analysis performs that analysis with selected Menu Publish Menus Cycles Muiti Line Analysis Multi Line Analysis Page Multi Line Analysis Meal Pattern Meal Type Site Group suer n Setect Days in Week Menu Cycle Name 5 m4 F include Discontinued Menu Cycles PPlY Menu Cycles Available No records to display Menu Cycles Added to Analysis Week Selected Mo records to display By default on the Multi Line Analysis page Days in We
26. the percentage of unused icing that must be discarded WIG Weight in Grams lt End of Appendix gt Page 210 PrimeroEdge Menu Planning User Manual Cybersoft Technologies O O ates 25 INE MENE rd 25 Menu ITEMS eese 47 121 128 POC Sa used 42 Broken Unit Weight essere 26 Child Nutrition recipe eese 18 cost of Menu production eese tenete tntntnnnnn 70 Recipe production ococococococococonononononnorororonororonororonononos 134 Data Source ccocococococococonononononononccococococnononoococnrnananonos 10 16 190 Ingredients eese terere entere ntntnenis 16 Menu CYCIOS ccscsesesesscssssssssssssssssssesssscsessssssseseesesssssesees 78 Menu SIS T 47 MENUS 60 Purchase ltems eese esterne tn tntnnenn 50 AAA DONI c err A 32 l eDOTrts cccsccccsrsecersecersececsrscsrscscsaceres 123 128 132 136 Edible Portion value esent 26 Effective Start Date essere 12 Exact Match search sss 21 33 48 Food Component Report Menu Cycles essere teretes 89 113 Menu Lines eere eee ee esee eeeeeee reta tn ta tnantnananes 113 food COMPONENKS seicscsisscsissssecccscsscscssotseivestercsecouse 73 85 107 HACOPPTOCESS m na 11 29 Holiday Schedule s
27. 18 2011 11 28 PM Page 184 PrimeroEdge Menu Planning User Manual Cybersoft Technologies PrimeroEdge Menu Planning User Manual Section 5 Configuration Meal Pattern Meal Pattern allows you to create and manage standard and local meal patterns for serving groups of patrons Standard meal pattern requirements are viewed by serving group and meal service Local meal patterns are created and changed as needed by establishing local serving groups and meal services Site Groups Site Configuration HACCP Configuration Holiday Schedule heal Pattern DataSources amp Versions Meal Pattern Page Meal Pattern Meal Pattern List Refresh Is Food Last Modified Last Modified Meal Pattern T Added Added On Cybersoft 5 25 2011 11 53 USDA Modified RDA False Ai Support AM Cybersoft 5 25 2011 11 53 Support AM Cybersoft 5 25 2011 11 53 Support AMI USDA Standard RDA False Adults 51 False USDA Traditional Meal Cybersoft 5 25 2011 11 53 Pattern Support AM USDA Meal Pattern SY m Cybersoft 5 4 2012 3 15 2012 2014 Support PM By default on the Meal Pattern page Five standard meal patterns are listed in the Meal Pattern List Local meal patterns are listed after standard meal patterns Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 185 Section 5 Configuration PrimeroEdge M
28. 3 Notice that Menu 4 and Menu 5 remain from the original assignment Compare this calendar with the calendar on the previous page to see how selecting Override Assigned Menus changes the menu assignment Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 99 Section 3 Menus Assigning a Menu To assign a Menu 1 Select a Meal Type and Site Group and Menu Line select a Site if needed 2 Move to a different calendar month if needed and click a calendar date 3 Click Menus and click 4 Select a Menu in the Menus list and click 5 Review the Serving Dates on which the menus will be assigned and click 55 9n Assign Menus HHRHRBRHRHBRHBE HEEB BEB BEB BRR RRP RP RR RE RP RRR RRR RE RRR RRR RR RRR RRR RP RRP RP eR RP eR eRe eR eRe eRe eR eee ee eee eee 2 Meal Type Site Group Site Menu Line Lunch Elementary School y las ALL x SELECT Ala Carte Items Bagel Line Fruit bar Pizza bar Menu Calendar Select Menu Menu Cycle Review amp Confirm m m a m gt gt m M m m September 2013 W 5 unumumummt 28 Aug 31 Aug 2 Sep 3 Sep Monday September 02 2013 Menu Calendar Select Mee nu Cycle Review amp Confirm Selected Date 9 2 2013 Name Tags hamburger Enter the tag names separated by a Page 100 PrimeroEdge Menu Planning User Manual Cybersoft Technologies Section 3 Menus Menu Calendar Selec
29. 47 AM Acceptability Factor From 4 1 2013 To 4 30 2013 Apple Honey Crisp C 02A 1 5 2 CN Piece Apple Honey Crisp C 02A 1 20 1 CN Piece Snack Meal2 1 5 1 5ozslice Snack Meal2 1 20 1 CN slice Spaghetti 1 25 2 oz Milk 1 120 1 CN FL OZ 120 100 00 Orange Juice Shared menu item w cost 1 76 1 c 75 101 33 Orange Juice Shared menu item w cost 1 100 1 c 99 101 01 Applesauce mixed berry 72 4 oz cup as O 4 oz purchased Strawberries raw 495 1 CN CUP ha Milk chocolate fluid commercial lowfat 467 1 c SC Skim Milk Unflavored 313 1 c SC Chef Salad 1 195 2 c SC Chef Salad 1 199 3 c SC Chicken Salad 1 502 12 oz Site Group Elementary School Meal Service Lunch Serving Date 04 22 2013 Line Regular Page 120 1 12 4 oz Applesauce mixed berry 72 4 oz cup as purchased SC Banana 1112 1 CN CUP ma 2 600 00 SC Skim Milk Unflavored 1 12 1 c SC Chef Salad 1 0 3 c 2 0 00 SC Chef Salad 1112 2 c 2 600 00 sal Service Lunch Serving Date 04 30 2013 Line E PrimeroEdge Menu Planning User Manual Cybersoft Technologies PrimeroEdge Menu Planning User Manual Chapter 4 Reports Allergen Chart The Allergen Chart report provides a list of all allergens found in Herm the Menu Items for All active Menu Items All Menu Items on Active Menus Allergen Chart All M
30. 8 000 0 000 16 000 0 000 32 000 64 000 288 000 16000 000 16000 000 80000 000 96 000 192 000 Fat Waste Moist 0 000 Change Total 1 600 000 1600 000 32 000 0 000 16 000 0 000 32 000 64 000 288 000 16000 000 16000 000 80000 000 96 000 192 000 Per 100g 100 000 100 000 2 000 0 000 1 000 0 000 2 000 4 000 18 000 1000 000 1000 000 5000 000 6 000 12 000 Per Serving 32 000 32 000 0 640 0 000 0 320 0 000 0 640 1 280 5 760 320 000 320 000 1600 000 1 920 3 840 This nutrient was added by the developer and not required by USDA for NSMP Please enter either Actual Value or DRV for nutrient Iron Please enter either Actual Value or DRV for nutrient Calcium Please enter either Actual Value or DRV for nutrient Vitamin A IU Page 1 of 1 Please enter either Actual Value or DRV for nutrient Vitamin C Page 38 PrimeroEdge Menu Planning User Manual Cybersoft Technologies Section2 Ingredients To manually enter nutrient values 1 Click Manual entry 2 Enter nutrient values in Per Serving or select the Is Missing option when values are not available 3 Click Save Recipe W Auto Save when switching tabs No prompts Name Hot Dog Delight a G al Ingredients Nutrients Menu Item Allergens Scale alculatk ES entry View Nutrition Report Serving Size Each 50 00 gram Keyboard friendly Mutrient Is Missing Per Serving 2oDRV of Calories Per 100 gram SS o SS Food En
31. Choose 2 PrimeroEdge Response E Menu saved successfully Page 66 PrimeroEdge Menu Planning User Manual Cybersoft Technologies Section 3 Menus Changing Menu Item Serving Size To update Menu Item details 1 Click Edit d in a menu item listing on the Menu Info page 2 Select a new serving size Click Click Close E gt Menu Items Add Menu Items w Category Entrees Choose 1 2WG Pasta Spaghetti and Meat Sauce Ground Turkey W 2 Meat MA 1 4 Veg RO 2 Non WG Pasta Spaghetti and Meatballs MMA Non 4G Veg R 2 Meat MA Hi 1 4 Veg RO i Total 0 0 ose i TWCEETFTETTYTS3 tr Wel hte FAnalsis ORE a PrimeroEdgeMEtlibiMena Detail Ser Group E Su 0 Serving serving A A A AS Wel mt sg Analysis FUE PrimeroEdge WEdit Menu Detail Se Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 67 Section 3 Menus Changing Serving Groups for a Menu Serving groups can be added or removed from a menu as well as the projected meal counts can be updated for each group when needed To update menu Serving Groups Display a menu and click the Serving Groups button 2 Select a new serving group to include and enter a projected meal count or clear a group selection or enter new projected meal counts for an existing serving group 3 Click Mea Pattern Meal Type Site
32. Cycle Name Regular Line Week 1 Sandwich Line Week 1 Salad Line Week 2 Site Group Middle School Serving Group 6 8 Meal Type Lunch Legend 640578 15 160015 33 224 8236 288007 61 404 6536 224000 14 268825 55 205764 30 160079 35 99 96 140809 40 544015 73 339 70 166418 81 230882 15 397445 78 406459 89 43 50 28 32 11 55 M Missing Nutrient Values Meal Pattern USDA Meal Pattern SY 2012 2014 Calculation Method Weighted Analysis 100 00 600 00 700 00 128 135 63 1 00 9 00 1 00 9 00 1 00 1 00 1 00 1 00 4 00 1 00 1 00 4 00 0 18 10 00 1 00 1 00 1 00 1 00 32 003 27 lt 10 00 of 57 601 72 Calories 44 800 23 53 765 31 41 153 06 32 016 07 28 162 08 108 803 35 33 283 80 46 178 43 79 489 36 81 292 18 8 90 5 86 24 51 1 Trans Fat is provided for informational purposes not for monitoring purposes lt Page 112 PrimeroEdge Menu Planning User Manual Cybersoft Technologies Section 3 Menus Generating a Weekly Food Component Report with a Multi Line Analysis The Weekly Food Component Report displays daily values and weekly totals for each required food component along with a Pass Fail weekly check for component requirements Details of component sub categories appear below the component summary information such as Dark Green Red Orange etc for the Vegetables component Highlighted re
33. Database 15 Wrest Virginia Global Cybersoft Version 1 West Virginia Global DataSources amp Versions Cybersoft Support 6 19 2011 10 45 03 AM State Level Version 1 West Virginia Shared Child Nutrition Database 15 West Virginia Global EEE DataSources amp Versions 6 19 2011 10 45 03 AM Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 191 Section 5 Configuration PrimeroEdge Menu Planning User Manual lt End of Section gt Page 192 PrimeroEdge Menu Planning User Manual Cybersoft Technologies PrimeroEdge Menu Planning User Manual Section 5 Configuration Working with PrimeroEdge In this section you will learn Y Howto log into and out of PrimeroEdge Y How to use the Dashboard groups Y Howto navigate to the Menu Planning module Y How to use PrimeroEdge control features Y Commonly used acronyms Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 193 Appendix A Working with PrimeroEdge PrimeroEdge Menu Planning User Manual Open PrimeroEdge Primero To open PrimeroEdge 1 Find the PrimeroEdge shortcut icon on your desktop 2 Double click the icon The web login page appears Log In To PrimeroEdge To log in to PrimeroEdge 1 In Username enter your Username 2 In Password enter the password associated with your username 3 Click Primero User NFMX ee M E mame H S
34. Days 40 Menus Include Standard Menu Items by Default 12 Recipes Auto Generate Recipe Codes 30 Recipes Display Pictures in Recipes 36 uploading supporting documents ingredients 27 PrimeroEdge Menu Planning User Manual Cybersoft Technologies
35. Douglas Nachos w Beet amp Cheese Sauce Douglas Chicken Parmesan w Sauce Breaded Filet Macaroni and Cheese w homemade sauce Sweet Potato Waffle Fries McCain s Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 135 Chapter 4 Reports PrimeroEdge Menu Planning User Manual Recipe Nutrition Recipe Nutrition produces a report that lists all nutrient a information per serving and per 100 gms for all recipes that share ity Factor a selected tag on enu Item 3 The report can be printed or exported to one of seven formats XML CVS PDF MHTL TIFF Excel or Word Menu List Mutrient Standards Recipe Book Recipe Costing Report Recipe Nutrition Weekly Nutrient Analysis Recipe Nutrition Page Recipe Nutrition Tags Data Source Enter the name of the tag or select from the list Local a Generate Report By default on the Recipe Nutrition page Tags displays directions for entering or selecting the tag to identify the group of recipes for which to print nutrition information Data Source is set to Local Page 136 PrimeroEdge Menu Planning User Manual Cybersoft Technologies PrimeroEdge Menu Planning User Manual Chapter 4 Reports Generating a Recipe Nutrition Report To generate a Recipe Nutrition Report 1 Select one recipe tag multiple tags cannot be selected 2 Select a Data Source if needed
36. Include Discontinued Menus option must be selected Menus Page Menus Add a new Menu Data Source Meal Pattern Meal Type Site Group mr err re y ALL y Tags Name Enter the tag names separated by a E Include Discontinued Menus Apply Site Group On Calendar nr gt Bagel Bar Brkfst Elementary School Breakfast USDA Meal Pattern SY 2012 2014 Local True gt Bagel Bkfst Elementary School Breakfast USDA Meal Pattern SY 2012 2014 Local False gt Bar B Que Lunch Elementary School Lunch USDA Meal Pattern SY 2012 2014 Local True gt Chicken Cluckers Elementary School Breakfast USDA Meal Pattern SY 2012 2014 Local False gt Gr em o nool Du USDA em SY 2012 true continue Hot Brkfst Elementary School Breakfast USDA Meal Pattern SY 2012 2014 E kala 2 n M Page size 10 15 items in 2 pages By default on the Menus page Data Source Meal Pattern Meal Type and Site Group are set to ALL Tags and Name are blank Include Discontinued Menus option is cleared Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 59 Section 3 Menus Page Functions Button Link Description Apply Click to display all recipe records in the Recipe List that match the set search conditions Reset Click to return all search criteria fields to the default settings Menu List Listings Click to display only those menus that appear on a
37. LR100372 Contains Milk Tree nuts 123 Rolls LR100264 Contains Milk Tree nuts 1234 Rolls LR300050 160 Slice White Pasteurized Process LR124003 American Chees 200 cal 996 sat fat LR300058 1234567 89 1 M Pagesize 6 223 items in 38 pages Standard Menu Items Menu Item Projected Servings Added By Modified By Modified On LY Y LY LY Bottled Spring Water 687 ajn Cybersoft Support 6 8 2012 3 04 PM Cybersoft Support 6 8 2012 3 24 PM Cheese n Crackers 2 000 Cybersoft Support 10 12 2011 1 24 PM Cybersoft Support 6 8 2012 3 24 PM By default on the Standard Menu Items page All existing menu items are listed in the Choose Menu Items group All current Standard Menu Items are listed in the Standard Menu Items group Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 155 Section 5 Configuration PrimeroEdge Menu Planning User Manual Adding a Standard Menu Item To add a Standard Menu Item 1 Select one or more items in the Choose Menu Items list use the filters 1n each column to narrow the display of menu items 2 Click Add 3 Enter the Projected Serving Counts for each added Menu Item 4 Click Standard Menu Items Choose Menu items 160 Slice Yalow Reduced Fl Sodium Redliced Fat 52102644 Entrees PDE Shared Fasten Apple Juice a E Bottled Unsweetened SR1037652 Fruits PDE Shared with EENEN Appge Sa
38. Lines Add Mew Menu Line Menu Line Description Existing Menu Lines Regular Breakfast In Class Salad Bar Pizza Bar OLE Taco Bar WN o NN Hot Sandwich Bar Milk Bar Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 159 Section 5 Configuration PrimeroEdge Menu Planning User Manual Updating a Menu Line Description To update a Menu Line description 1 Click Edit ina menu listing 2 Change the text in Menu Line Description as needed 3 Click Update Regular Breakfast In Class Salad Bar Pizza Bar OLE Taco Bar Hot Sandwich Bar Regular Breakfast In Class ich Bar Smoothie Bar Menu Line has been updated Menu Lines Add New Menu Line Page 160 PrimeroEdge Menu Planning User Manual Cybersoft Technologies PrimeroEdge Menu Planning User Manual Section 5 Configuration Site Groups organizes feeding sites into groups to make creating and assigning Menus easier and quicker Creating a Site Group is as simple as clicking one button to automatically place all sites into a group according to the assigned Site Code Or you can create local custom groups and individually add sites to the groups Menu Item Categories Menu Templates Standard Menu Items Site Groups are used when creating Menus and Menu Cycles and when Assigning Menus Menu Lines E E A Site Group can be removed until a site 1s assigne
39. Lunch pd mee Weighted Analysis Spaghetti with Meatballs Lunch Short Name for the copy Spaghetti with Meathballs Lunch FDatasouxe eal Pattern Tnne Meal Ty BEHEBNNEN Site Group NENA x Local y USDA Meal Pattern SY 2 Y Lunch y High School a a a AAA Menu Spaghetti with Meatballs Lunch Data Source Meal Pattern Me Site Group Local USDA Meal Pattern SY 2 Lund High School Tags Copied from o Pii spaghetti Lunch Enter the name of the tag or select from the id Menu Description Spaghetti with Meatballs Lunch Status Is Active Menu Short Description Spaghetti with Meatballs Lunch Page 76 PrimeroEdge Menu Planning User Manual Cybersoft Technologies Section 3 Menus Discontinuing a Menu Menus are never removed or deleted but they can be discontinued made inactive such that they do not appear in lists unless specifically specified to do so To discontinue a Menu 1 Display the Menu and clear Is Active 2 Click Menu Info Add a new Menu Menu C N G Brkfst Data Source Meal Pattern Meal Type Site Grou Local USDA MealPattern SY 2 Breakfast 7 Elementary School Tags Capied from Menu Template Bagel Bar Brkfst TU P P 3 Enter the name of the tag or select from the Menu Description G N G Brkfst Active be TIP To include discontinued menus in lists select Include discontinued menus in the se
40. Menus Menus ata Glance Menus Create and change menus and menu contents Menu Cycles Create and maintain a set of menus selected for a specified number of days and weeks cycle Assign Menus Assign and change menus assigned to a calendar date or range of dates for selected schools Multi Line Analysis Analyze Menu Lines in Menu Cycles to determine if required Nutrient and Food Component values have been met Publish Menus Publish menus to the ParentOnline web site for review by ParentOnline patrons Note Menus and functions to which you have access are those that are appropriate for your role within PrimeroEdge When you access the Menus menu you may see a subset of the functions listed above Page 58 PrimeroEdge Menu Planning User Manual Cybersoft Technologies Section 3 Menus Menus Menus allows you to create menus and menu templates with one or more menu items Nutrients and nutrition facts can be displayed for a menu Menu selections can be updated as needed by choosing different menu item categories analysis method and USDA groups Menu Cycles Menu particulars Assign Menus R Menus can be made inactive discontinued Multi Line Analysis Menus can include Menu Items with inactive ingredients m Inactive Menu Items cannot be added to a Menu Publish Menus An inactive Menu can be copied copy is active by default To include inactive Menus in search results the
41. Menus Meal Type Site Group Site Menu Line Lunch Elementary School z bis E Regular Menu Calendar Select Menu Menu Cycle Review amp Confirm AENA E 4 4 September 2013 OE a E S M T WwW T F aS z L BEN mu 25 Aug 26 Aug 27 Aug 28 Aug 29 Aug 30 Aug 31 Aug 2 Sep 3 Sep 4 Sep 5 Sep 6 Sep 7 Sep Monday September 02 2013 P Continued on the next page Page 94 PrimeroEdge Menu Planning User Manual Cybersoft Technologies Section 3 Menus January Elementary Lunch January Elementary Lunch Elementary wae 1 a Elementary gt Tes e defaulti Test Menu ati ure School USDA Met 2012 2014 Menu Calendar Select Menu Menu Cycle Review amp Confirm Selected Date m Menu Cycle Week 1 Elementary Schools Start Cycle on 9 2 2013 Skip Holidays V Skip Weekends Use All Menus Override Assigned Menus 9 2 2013 Bar B Que Lunch 9 3 2013 Bar B Que Lunch gt 9 4 2013 Salad Lunch Elementary School ELEMENTARY SCHOOL Elementary Schoo ELEMENTARY SCHOOL Elementary School Bar B Que Lunch Salad Lunch 10 5 2011 4 11 2012 3 6 2013 Menu cycle assigned successfully Assign Menus Meal Type Site Group Site Menu Line Menu Calendar Select Menu Menu Cycle Review amp Confirm id x 3 Sep X 4 Sep X 5 Sep X 6 Sep Green Lunch II Bar B Que Salad Lunch Sandwich Lunch Fiesta Lunch Lunch Cybersoft
42. Source z 5 Enter the tag names separated by a v ALL y z Ju Ingredient a z I Smart Search zi ANONIMO ENANA ss NENA BERE la i I a IL Exact Match Smart Search y l humummummuumuuumuuuumuuu Serving Number of Size Type Source Recipe Code Name Servings LR300069 Hot Dog 1 Each Single Ingredient 1 Local LR300070 Hot Dog Delight 1 Each Dual Entry 100 Local LR300073 Hot Dog Heaven 1 Each Dual Entry 100 Local Hot Dog Nutrient Analysis 1 Each Nutrition Analusi Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 33 Section 2 Ingredients Adding a New Recipe Three types of recipes can be added Nutrition Analysis allows for selection of Ingredients set up in the Menu Planning module Production allows for selection of Purchase Items set up in the Inventory module Dual Entry allows for selection of either a Purchase Item or an Ingredient when adding Ingredients Steps to the recipe To add anew Recipe 1 Click the Add Recipe link 2 Select the Data Source if needed available 3 Select the Recipe Generation Type and enter the Recipe Name Serving Size and Number of Servings on the General tab 4 Click 4 Recipes e Add jen Recipe Code Recipe Name Include Discontinued Recipes Tags Data Source lx Au Quick Recipes HHHHHHHHHHEEE Data Source Local Recipe V Auto Save when switching
43. Standard Nutrients footer This footer provides one tab of menu cycle nutrition information for each serving group e Nutrient values that fall below the requirements for a food component are highlighted in e Nutrient values that fall above the maximum nutritional requirements are highlighted in red o message in the Milk V column indicates that the requirement for providing at least two choices a variety of milks in each meal service has not been met To view Standard Nutrients for a Serving Group 1 Display a menu and click Show Hide Standard Nutrients Footer a 2 Click a Serving Group tab to view nutrients if needed Fiesta Lunch Standard Nutrients Standard Nutrients A as Nutrition Report Nutrition Summary Report Food Component Report Ny Sfat g Fruit Veg pc 550 00 ideas js Em 65000 ot 2500 9 250 49855 870 11 250 m Page 84 PrimeroEdge Menu Planning User Manual Cybersoft Technologies Section 3 Menus To view Standard Nutrients details for a Serving Group 1 Display a menu and click a Serving Group tab to view nutrients 2 Click Show Hide Detailed Nutrients Information 3 Scroll to view Food Component details QA RR Standard Nutrients Hiaw la AL vin tepon Nation summar Repor Food Component Report T s R Sh Veg Veg Veg Veg Veg 5 MILK sw y Grain Vegetable MILK Sfat g Fr
44. Technologies PrimeroEdge Menu Planning User Manual X 5ep Page 95 Section 3 Menus Three options are available on the Review amp Confirm tab to specify how to assign the menus in the menu cycle to accommodate Holidays and Weekend Days Skip Weekends when selected Menus are not assigned to weekend days Saturday and Sunday Unassigned leftover menu s from the Menu Cycle are assigned to the next available date s x A Option is selected by default For example 1 If you assign Menu Cycle X which includes five 5 menus 0 ry N ga 83987 JE 2 To this week starting on Tuesday the 3 Sun 1 Mon 2 Tues 3 Wed 4 Thurs 5 Fri 6 Sat 7 Sun 8 Mon 9 Tues 10 Wed 11 Thurs 12 Fri 13 Sat 14 3 With these options selected Skip Holidays Skip Weekends Use All Menus This is how the assigned Menu Cycle X appears on the Menu Calendar Sun 1 Mon 2 Tues 3 Wed 4 Thurs 5 Fri 6 Sat 7 Menu A Menu B Menu C Menu D Sun 8 Mon 9 Tues 10 Wed 11 Thurs 12 Fri 13 Sat 14 Menu E Notice that Menu E 1s assigned to the next available date Page 96 PrimeroEdge Menu Planning User Manual Cybersoft Technologies Section 3 Menus Skip Holidays when selected Menus are not assigned to days designated as holidays holidays are set up through Configuration gt Holiday Schedule Unassigned Menus are discarded not assigned to the next available date x Option is selected
45. WG Meat MA MILK F Standard 550 00 lt 1000 20m 2 3780 23 gt 8 000 gt 8 000 gt Value 650 00 of Calories 7 2720 0500 0 750 of 1000 5000 Actual Value 9 614 57 9 750 5 500 zd 3000 4 000 E 96 of Calories Total Nutrition facts FE Kcal 550 00 650 00 22 089 30 Fat g 5 358 38 Sfat g 10 00 of Calories 9 614 57 TFat g 7 467 06 Chol mg 9 008 52 Na mq 7 666 28 Carb g 5 423 89 TDF g 4 701 58 Pro 9 18 160 04 328 85 5 Veg gt 3 750 0 000 32 000 Fe mg 5 552 17 Veg DG gt 0 500 2 750 Ca mg 7 963 69 Veg RO gt 0 150 5 500 A RE ATU VitC mg Mois g Ash g Food Comp Standard Value 1 Trans Fat is provided for informational purposes mat for monitoring purposes 51 71 Veg 5 gt 0 500 6 500 191 12 Veg O 0 500 6 500 10 34 i Sens 8010 90 006000 Actual Value of Total Non WG 0 000 8 000 13 501 36 14 871 73 Veg BP gt 0 500 5 500 WG Meat MA 8 000 10 000 0 000 14 000 MILK F gt 5 000 3 000 Fruit J gt 50 000 of 30 500 19 22 Grain D enetahle E 1 Trans Fat is provided for informational Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 107 Section 3 Menus Generating a Nutrient Analysis Report with a Multi Line Analysis The Menu Nutrient Analysis R
46. at a time As many sites as are needed can be added to the group To add a Site to a Site Group 1 Click Show in a Site Group listing Click E ESSA Select a Site Code or Site Enter a service start date in Effective Date and a service end date in End Date iu cues ue 2 Click Insert Site Groups ter Production p here the menu j High Schou Cybersoft support a pe Learning Centers Bersoft Support 06 06 2012 Add new recor Added By Added On Site Groups Please note that changing the site s group or effective and end dates will affect the site s menus starting tomorrow or the effective date is later Production plans ara lost where the menu is chas High Schou o Cybersoft Support eri ian i Fa C Learning Centers Cybersoft Support 06 06 2012 A Ji Te Add new record 3 refresh Delete Site Code Site Ma PEER pte Name 003 1960 ELEMENTARY SCHOOL LN E End Date 6 30 2013 00000000000000000000000000 ancel records to display Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 165 Section 5 Configuration PrimeroEdge Menu Planning User Manual Updating Site Group Details To update Site Group details 1 Click Edit f in a Site Group listing 2 Make changes in Description as needed 3 Click Update Site Groups an effective and end dates wi ithe site s menus starting toruasss at
47. by default For example 1 If you assign Menu Cycle X which includes five 5 menus 1 As 2 To this calendar starting on Tuesday the 3 Sun 1 Mon 2 Tues 3 Wed 4 Thurs 5 Fri 6 Sat 7 Holiday Holiday Sun 8 Mon 9 Tues 10 Wed 11 Thurs 12 Fri 13 Sat 14 3 With these options selected v Skip Holidays Skip Weekends Use All Menus This is how the assigned Menu Cycle X appears on the Menu Calendar Sun 1 Mon 2 Tues 3 Wed 4 Thurs 5 Fri 6 Sat 7 Menu A Menu B Holiday Holiday Sun 8 Mon 9 Tues 10 Wed 11 Thurs 12 Fri 13 Sat 14 Menu E Menu C and Menu D are not assigned to any day of the selected week or any other week 1 e they are discarded Menu E is assigned to the next available day on the Menu Calendar Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 97 Section 3 Menus Use All Menus when selected Any unassigned Menus are assigned to the next available day Option is not selected by default For example 1 Ifyou assign Menu Cycle X which includes five 5 menus A E C T Ir 2 To this calendar starting on Tuesday the 3 Sun 1 Mon 2 Tues 3 Wed 4 Thurs 5 Fri 6 Sat 7 Holiday Holiday Sun 8 Mon 9 Tues 10 Wed 11 Thurs 12 Fri 13 Sat 14 3 With these options selected 4 Skip Holidays M Skip Weekends W Use All Menus This is how the assigned Menu Cycle X appears on the Menu Calendar Sun 1 Mon 2 Tues 3 Wed 4 Thurs 5 Fri 6 Sat 7 Menu A Menu B Holiday Holiday
48. ida Each Site is then automatically assigned to a Site Group according to the Site Type selected for the Site on the General tab of the Sites page in System gt Sites and Users gt Sites An example is shown below Sites and Users Users Back to Sites Roles SS General Info amp Configuration 4 3FAs General Info Regions Site Name GEORGE WASHINGTON ELEMENTARY SCHOOL Sites site Description ELEMENTARY K 5 S Site Code 1101 Site es d Region LEWIS COUNTY SCHOOLS site Type Elernentary School Administration Site Status Active C Inactive Page 162 PrimeroEdge Menu Planning User Manual Cybersoft Technologies PrimeroEdge Menu Planning User Manual Section 5 Configuration To create Site Groups for all Site Types I Click Site Groups Please note that changing the site s group or effective and end dates will affect the site s menus starting tomorrow or the effective date whichever is later Production plans may be lost where the menu is changed site Code site site Groups Add new record m Description No records to display Site Groups Please note that changing the site s group or effective and end dates will affect the site s menus starting tomorrow or the effective date whichever is later Production plans may be lost where the menu is changed site Code Site Add Site types as groups Site Groups Re rh Add new record gt
49. item nutrients served for a selected month Y Generate a report listing nutrient information for a selected set of ingredients Y Generate a report listing nutrient information for a single serving of a recipe Y Generate a report listing nutrient information for selected nutrients for a Serving Group Y Generate a report listing current nutrient standards for each serving group in a selected Meal Pattern Y Generate a report of all planned counts for menu items Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 117 Chapter 4 Reports PrimeroEdge Menu Planning User Manual Reports ata Glance Menu Function Description Acceptability Factor Allergen Chart Ingredient List Menu Calendar Menu Item Nutrients Nutrient Standards Recipe Book Recipe Costing Report Recipe Nutrition Generates a report of all planned counts for menu items Displays a list of all allergens found in all Menu Items included on Menus for a selected date range Generates a report of nutrients for a selected set of ingredients identified by tags data source and either As Purchased or As Served Generates one of two reports Menu Calendar report of menu items served for a selected month Menu Calendar report of nutrients of menu items served for a selected month Generates a report of selected nutrients for a selected data source Meal Pattern and Serving Group
50. linked stock item name then appears in the Stock Item column To create a Purchase Item link l 2 Click the Create Link link in the Purchase Items listing Select the stock item Click cia RR Add new record tof Coconut Milk Powder State Level Pound 500 00 Create s Link d Apples 30 00 Golden A tof Super Crisp apples State Level Case 3l YUMMY Hot Dogs Pf O 2 q Food Item Cost 100 grams Item Purchase Whole Unit Block Unit Deser e Broken Unit Size HOLLENS PC MUSTARD 500 5 9GK BID SLT CAT NENA BEHNBENHBNEEHHBHWEHEEHEENH e EEIT 16 3 28 3 4P AEMATTESBID SET PRIUS see Broken Units per Whole Unit Jg 4508 5 Funnel Cake 48 ct BID_SL1_ASF176 Purchase Whole Unit Cost m a hd If HACIA Paito hisi afla Coonnanlo ska agr Broken Unit Cost Stock Item Cost 100 grams Page 52 PrimeroEdge Menu Planning User Manual Cybersoft Technologies Section2 Ingredients Adding an Ingredient Form to a Purchase Item The same ingredient may be purchased in different forms preparation methods Multiple Ingredient forms can be included in a Purchase Item record To add an Ingredient form to a Purchase Item 1 Expand a purchase item listing 2 Click Add new record 3 Select form details 4 Click the Insert link Add new recor
51. menu calendar True Menu List Site Group Meal Type Meal Pattern Data Source On Calendar Bagel Bar Brkfst Elementary School Breakfast USDA Meal Pattern SY 2012 2014 E Bagel Bkfst Elementary School Breakfast USDA Meal Pattern SY 2012 2014 Munch ig Header Name Data Type Description Name View only Menu name Site Group View only Sortable Site Group to which the menu is assigned Meal Type View only Sortable Meal Type on which the menu is based Meal Pattern View only Sortable Meal Pattern on which the menu is based Data Source View only Sortable Collection of which the Menu in a member On Calendar View only Sortable Indicates if Menu appears on a menu calendar Active Inactive Clickable button Click to make menu inactive Click to make menu active Page 60 PrimeroEdge Menu Planning User Manual Cybersoft Technologies Section 3 Menus Searching for a Menu Six separate search conditions can be used to narrow your search for a Menu or group of menus By default active Menus are listed To include discontinued inactive Menus select the Include Discontinued Menus option To search for a Menu 1 Select or enter one or more search conditions 2 Click Apply Menus Add a new Menu Data Source __ Meal Pattern __ MealType Site Group _ _ os sila eau Hignschoor a Tags Name E s Lunch lx DONNA ANA aa Menu List Menus Add anew Menu Data Source M
52. menu items from the Standard Menu Item list items that are frequently included on Menus Menu Lines Create and update Menu Lines for each Meal Service Site Groups Create and maintain groups of Sites which are used when creating Menus and Menu Cycles and assigning Menus Site Configuration Specify the Meal Service s and the Menu Item Categories included for each Meal Service for a Site HACCP Configuration Create Hazard Analysis processes and Critical Control Points used in recipe production Holiday Schedule Set up calendar days as holidays or other special occasion days Meal Pattern Display standard Meal Pattern details and create and manage local Meal Patterns Serving Groups and Meal Service nutrients Data Sources amp Add a local data source and update data source version data Versions 9 Note Menus and functions to which you have access are those appropriate for your role with PrimeroEdge When you access the Configuration menu you may see a subset of the functions listed above Page 144 PrimeroEdge Menu Planning User Manual Cybersoft Technologies PrimeroEdge Menu Planning User Manual Section 5 Configuration Menu Item Categories Menu Item Categories adds new categories to organize Menu Items and manages category descriptions Grouping Menu Items makes it easier and faster to find an item when searching such as when adding a Menu Item to a Menu or when reviewing Menu Items when assigning a Menu
53. non 0 000 Fail 0 000 4 500 Fsi 0 090 nn 0 000 2 500 Fait 0 000 32 000 2 000 0 000 4 500 3 000 0 250 9 750 2 000 0 000 0 250 3 000 0 250 5 500 2 000 0 000 0 000 3 000 0 500 5 500 t T 2 000 0 000 0 500 3 000 1 000 6 500 1 250 ICETCENICEIOLENICEICESDEIELOUOELEICLNMSI ECCI ONGN DID NN com ied Wars ed e A A A 5 w USDA is offering flexibility for SY 2012 2013 and SY 2013 2014 by allowing SFAs to exceed the maximum amount of grains and meat meat meal alternates as long as the daily and weekly minimums for these components are met and the calories are within the required range If you exceed the weekly maximum for grain and or meat meat alternates your report will say that you fail for those categories but that is acceptable at this time Page 114 PrimeroEdge Menu Planning User Manual Cybersoft Technologies Section 3 Menus Publish Menus Publish Menus allows the Menu Planner to place one or more days of assigned menus on the Parent Online web site This in turn allows parents to view menus scheduled for their child s Menus school Menu Cycles Limited menu details are provided after menu retrieval and before copying the menus to Parent Online Assign Menus 20 By default existing Menus for the selected date s are over Multi Line Analysis written Publish Menus Publish Menus Page Publ
54. or building a Menu figuration Menu Item Categories Menu Templates Menu Item display order in drop down lists in the Production standard Menu Items module are also managed through this function Menu Lines Site Groups Menu Item Categories Page Menu Item Categories Add New Menu Item Category Data Source Category Description Display Order Local e Add Menu Item Categories Description Display Order Data Source ec Bkrst Entree Logs SC Fruit Local E Lunch Entree Local S6 Meals State Level SC Milk Local 5C Non Reimbursable State Level 5C Salad Local SC weg Green T Local SUC Veg o 6 Local A AAA AAA X Ow NE SC Whale Grains J State Level al ne 2 gt ri Fage size 10 18 iterns in 2 pages By default on the Menu Items Categories page Data Source is set to Local Category Description and Display Order are blank empty All existing menu item categories are shown in the Menu Item Categories list Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 145 Section 5 Configuration PrimeroEdge Menu Planning User Manual Adding a Menu Item Category To add a new Menu Item category 1 Select a Data Source if needed 2 Enter a brief name or description for the new category in Category Description 3 Enter a number in Display Order to represent the placement of the new category in drop down
55. to all or most menus such as Meal Pattern and Menu Item Categories are selected for a Menu Template The template 1s then used as the basis to add a new Menu which eliminates repetitive Menu creation configuration tasks Before this configuration task can be completed Meal Pattern s which define Meal Types and Serving Groups Menu Items Menu Item Categories Standard Menu Items and Site Groups must be set up See page 148 for the steps to create Menu Templates PrimeroEdge Menu Planning User Manual Cybersoft Technologies Section1 Quick View of Menu Planning Ingredients Recipes Menu Items After configuration tasks are complete the second step 1s to add Ingredients and then build Recipes with the Ingredients A Add Ingredients All Ingredients to be used in the production of Recipes are added Ingredients can be raw products such as milk eggs flour etc or a purchased product that is either used as purchased half pint milk carton or combined with other purchased products hamburger buns and meat patties Nutrients and allergens are recorded for each Ingredient Images of nutrition labels or other supporting documentation are uploaded B Build Recipes with Ingredients Recipes are built from a Single Ingredient such as a half pint of milk or by selecting Ingredients and entering instruction steps Entr es Chicken Curry C Create Menu Items from Recipes Ve
56. y Non WG x Veg bG 7 veg RO 1 2 Veg 8P veg s gt veg O Food Component Fruits cups Fluid Milk cups Meat Meat Alternates oz ea Grains oz eq Whole Grain Rich Non Whole Grains Rich Vegetables cups Dark Green Red Orange Beans Peas Legumes Starchy Other To add a serving size exception 1 Click Add New Serving Size Exception For Serving Group Select a Meal Pattern and Group for Serving Group Select a Serving Size pe d 2 Click the Insert link Default Serving Size Exceptions Add New Serving Size Exception For Serving Group Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 41 Section 2 Ingredients Tab 5 Allergens The Allergens tab reflects all allergens listed for each ingredient used in the recipe This information is read only To change allergen information you must update the Allergens tab for individual ingredients Recipe Name Hot Dog Delight Generate Report General Ingredients i Nutrients Menu Item Allergens Scale Allergens Indicator Allergen Source s Contains Egg Hot Dog Buns 411100048 Contains Wheat Hot Dog Buns 11100048 Contains Gluten Hot Dog Buns 411100048 Tab 6 Scale Recipes can be scaled by number of batches or by servings The Scale Recipe by Batch report lists recipe details stock 1tem ingredient details instructions HACCP processes and nutritional information Scal
57. 0 00 Calories 7 290 gt 3139 0500 0 TS 10000 5000 000 gt of 9 250 Actual Value send i f 6 000 k of Calories Total Page 86 PrimeroEdge Menu Planning User Manual Cybersoft Technologies Section 3 Menus http Generated on 7 17 2013 1 29 44 PM Menu Cycle Week Nutrient Analysis Report Menu Cycle Name Week 1 Elementary Schools Site Group Elementary School Meal Pattern USDA Meal Pattern SY 2012 2014 All Nutrients Option Serving Group K 8 Calculation Method Weighted Analysis Meal Type Lunch Result Fail Week 1 Cycle Week Nutrient Summary pm o cR FE Kcal 600 00 650 00 0 00 Cycle Week Food Component Summary E tena IZ nem Fruit gt 2 500 2 000 2 500 Fat g 0 00 Veg gt 3 750 0 000 2 000 Sfat g lt 10 00 of Calories 0 00 Veg DG gt 0 500 1 000 TFat 9 1 0 00 Veg RO gt 0 750 0 500 Chol mg 0 00 Veg BP gt 0 500 0 500 Na mg 0 00 Veg S gt 0 500 0 000 ll Carb 9 0 00 Veg 0 gt 0 500 0 000 a TOF g 0 00 8 000 9 000 0 000 Pro 9 0 00 0 000 Fe mg 0 00 gt 50 000 36 of 0 000 Ca mg f httg O x ARE qm PTT a 4n Jof2 gt bi Find Next i c Temm Generated on 7 17 2013 1 32 49 PM Ml mois co Menu Cycle Week Nutrient Analysis Report Ash 9 7 Menu Cycle Name Week 1 Elementary Schools M Legend M Missing Nu
58. 0 009 009 00900000000000000009 Serving Group Nutrients Option K 5 Simplified S SSS Se e e Som a Find Next ll 7 Generated on 11 19 2013 11 55 12 AM Menu Calendar Nutrient Analysis Report December 2013 Edge County Schools T School GEORGE WASHINTON ELEMENTARY Meal Type Lunch Site Group Elementary School Menu Line Lunch Pizza Line Serving Group K 5 Pasta Spaghetti and Meat x x M A x 0 80 404 00 15 00 Sauce Ground Turkey W SR103500 1 1 2 c Pasta Spaghetti and 0 214 75 el e 17 72 el el a A E 10 13 300 63 Meatballs MMA Non WG Veg R SR100022 1 2 serv Pasta Spaghetti and Meat 0 318 43 z M a M A 0 80 404 00 Sauce Ground Turkey W SR103500 1 1 2 c 10 13 300 63 gs Milk K102643 8 fl oz Beverage Milk Variety O0 127 39 0 16 161 8 oz Servings Milk SR102642 8 fl oz Week 1 Day 1 Elementary 22 96 0 00 21 07 8 11 0 17 300 00 100 00 ngDate 12 19 2013 Chicken Patty Gold Kist O 216 00 12 00 2 00 0 00 62 00 370 00 13 00 2 00 1 00 14 00 2 00 29 00 Farms Whole Grain Fully SR101467 1 patty 3 0 Broccoli Broccoli and O0 155 47 13 17 2 02 0 00 10 00 395 01 10 02 1 18 2 00 1 28 0 33 41 38 nch Veg DG SR103735 1 2 cup chopp Apple Sauce Single Serve 100 90 00 0 00 0 00 0 00 0 00 10 00 22 00 2 00 19 00 0 00 0 00 0 00 Cups Loose Pack Cases K SR10
59. 011 7 55 PM Process 2 Same day service Same day service Cybersoft Support Z 22 2011 7 59 PM y PF y JF Process 3 Complex food Complex food Cybersoft Support 7 22 2011 amp O2 PM mm idi 1 t m Page size 10 4 items in 1 pages ganni ae gt Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 175 Section 5 Configuration PrimeroEdge Menu Planning User Manual Updating a HACCP Process To update a HACCP process 1 Click Edit d in a HACCP process listing 2 Change Long Description or Short Description text or Display Order as needed Select or clear Critical Control Processes CCPs 4 Click save 5 Click Close HACCP Processes Add new record ES Refresh elete Cybersoft Support 7 22 2013 8 37 PM Process 1 No Cook No Cook Cybersoft Support 7 22 2011 7 55 PM Cybersoft Support Cybersoft Support Process 2 Same day service 7 22 2011 7 59 PM Same day service Process 3 Complex food 7 22 2011 02 PM Complex food s Active AAA Long Description Process 3 Complex foods z 5 Short Description Complex food i m Display Order j m DONNA Hot hold E Reheat Cold hald WY HACCP Process Updated Successfully Is Active Long Description Process X Cook and Freeze Short Description CRF 0 mm Display Order Page
60. 012 2014 Meal Type is set to Lunch Page 130 PrimeroEdge Menu Planning User Manual Cybersoft Technologies PrimeroEdge Menu Planning User Manual Chapter 4 Reports Generating a Nutrient Standards Report To generate a Nutrient Standards report 1 Select a Meal Pattern 2 Select a Meal Type 3 Click Generate Report Nutrient Meal Pattern USDA Meal Pattern SY A Y eeeenenene0000000808000808088080800 0 Lunch 4E Joib bi Find Next ll 4 Generated on 11 19 2013 11 45 27 A Nutrient Standards Edge County Schools Meal Pattern USDA Meal Pattern SY 2012 2014 Meal Service Breakfast Saturated Fat 10 000 calories Food Energy 400 000 550 000 Food Energy 450 000 600 000 Saturated Fat lt 10 000 calories Saturated Fat 10 000 calories Food Energy 250 000 500 000 Food Energy 400 000 500 000 Saturated Fat lt 10 000 calories Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 131 Chapter 4 Reports PrimeroEdge Menu Planning User Manual Recipe Book PA Recipe Book prints each recipe included in a selected Data Source on individual pages to allow compilation into a printed book Detailed nutrition information for all recipe ingredients 1s e lity Factor provided Menu Iter p Nutrient Standards Recipe Book Recipe Costing Report Recipe Mutrition Weekly Mutrient Analysis Recipe B
61. 0701 1 Container Apple Baked W 0 55 23 0 00 0 00 0 00 0 00 4 61 14 25 0 96 0 00 0 00 1 32 1 10 0 03 0 31 1 09 0 01 0 00 Cinnamon F SR102432 1 2 cup 1 2 c Beverage Milk Variety 0 125 64 0 23 0 14 0 00 5 89 158 12 22 35 0 00 20 54 8 20 0 14 300 00 100 00 500 00 2 40 M M 133 8 oz Servings Milk SR102643 8 fl oz Page 1 of 2 Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 127 Chapter 4 Reports PrimeroEdge Menu Planning User Manual Menu Item Nutrients Menu Item Nutrients generates a report of nutrient information Reports for all menu items for a selected data source Meal Pattern and Serving Group Allergen information is included with each Menu Item name when available Acceptability Factor Allergen Chart The report can be printed or exported to one of seven formats XML CVS PDF MHTL TIFF Excel or Word Ingredient List Menu Calendar Menu Item Nutrients Menu Item Nutrients Page Menu Item Nutrients Data Source Meal Pattern Local SELECT Select All Food Energy Total Fat E Saturated Fat TransFat 7 Cholesterol C Sodium F Carbohydrate E Total Dietary Fiber E Protein E Iron E Calcium Pl Vitamin A RE 7 Vitamin A IU 7 Vitamin C Moisture Fl Ash Generate Report By default on the Menu Item Nutrients page Data Source is set to Local Meal Pattern is set to SELECT Se
62. 1 31 16 27 19 49 19 49 31 90 1 79 1 79 9 52 16 41 1 83 9 52 16 41 1 83 Legend M Missing Nutrient Values 1 Trans Fat is provided for informational purposes not for monitoring purposes Page lofi Page 88 PrimeroEdge Menu Planning User Manual Cybersoft Technologies Section 3 Menus Generating a Weekly Food Component Report The Weekly Food Component Report displays daily values and weekly totals for each required food component along with a Pass Fail weekly check for component requirements Details of component sub categories appear below the component summary information such as Dark Green Red Orange etc for the Vegetables component Highlighted report values include Nutrient values for a food component that fall within the requirements for the day are shown in green Nutrient values for a food component that fall within the requirements for the week display Pass in the Weekly Requirement Check column Nutrient values for a food component that fall outside above or below the requirements for the day are highlighted in red Nutrient values for a food component that fall outside above or below the requirements for the week display Fail in the Weekly Requirement Check column If Grains have been substituted for Meat Meat Alternate components the Weekly Food Component Report includes two extra lines of information in the Grains group Actual Grains actual g
63. 11 11 53 USDA Modified RDA Fals eee i Based EM Support AM 2011 11 53 nl Standard RDA Page 188 PrimeroEdge Menu Planning User Manual Cybersoft Technologies PrimeroEdge Menu Planning User Manual Section 5 Configuration Deleting a Meal Pattern Only custom Meal Patterns can be removed To delete a Meal Pattern 1 Click Delete El in a Meal Pattern listing 2 Click to confirm the removal Meal Pattern List ES Refresh Last Modified Last Modified TN Age Cybersoft 5 25 2011 11 53 USDA Modified RDA Fals l s rares Based Support AM Age Cybersoft 5 25 2011 11 53 anc alsi USDA Standard RDA False Suben AM Age Cybersoft 5 25 2011 11 53 Adults 51 Fals gt d Based dd Support AM gt USDA Traditional Meal Grade True Cybersoft 5 25 2011 11 53 Pattern Based Support AM gt U5DA Meal Pattern SY Grade True Cybersoft 5 4 2012 3 15 2012 2014 Based Support PM gt ensitivities Grade True Cybersoft 7 23 2013 11 16 Cybersoft 7 23 2012 8E Based Support AM Support AM 1 Message from webpage D QR oo a L D __Q o QQQQCED AS Meal Pattern En a Refresh Modi Modified 3 Added By Added On a MIR TA Mod Edit Delete By On mr NN NU Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 189 Section 5 Configuration Primero
64. 2011 11 28 Phi 12 26 2011 Merry christmas 11 18 2011 11 28 Phi 12 5 2011 Holiday 11 18 2011 11 28 PM 11 11 2011 Holiday 11 18 2011 11 28 PM Holiday has been updated successfully Holiday Schedule Holiday Schedule EN Add new record 1163860013 Thanksgiving Break 71 21 2013 6 01 PM 1 2 2012 Happy Mew Year 11 18 2011 11 28 PM 12 26 2011 Merry christmas 11 18 2011 11 28 Ph derer ET Holiday 11152011 11 25 PM ye or Holiday 11 18 2011 11 25 PR Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 183 Section 5 Configuration PrimeroEdge Menu Planning User Manual Deleting a Holiday Only future Holidays can be removed The Delete E icon is not available for Holidays on past dates To delete a Holiday 1 Click Delete E in a Holiday listing in the Holiday Schedule group 2 Click OK Holiday Schedule Add new record 11 28 2013 Thanksgiving Break 1 21 2013 6 01 Ph m 1 2 2012 Happy Mew Year iirir2011 11 28 Pi 12 26 2011 Merry christmas 11 18 2011 11 28 PM iem Tae Holiday 11 18 2011 11 25 PM 1201 Holiday 11 18 2011 11 25 Phi Message frorn webpage Are you sure you want to delete Thanksgring Break Q ol Holiday Schedule Holiday Schedule Add new record 1 2 2012 Happy Mew Year 11 18 2011 11 28 PM deren ee Merry christmas 11 18 2011 11 28 PM 12 5 2011 Holiday 11 18 2011 11 28 PM 11 11 2011 Holiday 11
65. 42 209 pde MR 10 jar m 32 Lo e R E BRENT ETT 34 allergens eese eeeeeeeee entente tentata tato enone 42 ojo proe RTT 44 O NENNEN UE 35 Dual Ent na 32 34 37 209 generating TepOTt ococicicicoconononannonononononononoronnonononororononoss 45 lucere 32 Menu ltem eere eee eee eeereee tetra reseoe tatnen tatnen enass 40 MU ES T 38 Nutrition Analysis sss 32 34 37 209 Production eese 32 34 37 43 209 Page 211 Index PrimeroEdge Menu Planning User Manual A areal UNES ORDRE 42 Single Ingredient SI 13 19 29 32 209 reports Acceptability Factor esee 120 Allergen Charta o eR EH RM RED 122 Food Component Report Menu Cycle 89 Food Component Report Multi Line Analysis 113 Food Component Report Weekly Nutrient Analysis RUE ee ore 142 Ingredientes 19 28 124 Menu Calendar sees 126 Menu Calendar Nutrients sss 127 Ment COST D etaed tution ende dta fer 70 Menu Item Nutrients eese 129 Nutrient Standards sees 131 Nutrition Reportan Ca EDDA ER ves 38 74 Nutrition Report Menu Cycle 86 Nutrition Report Multi Line Analysis
66. 50 000 of 8 000 10 000 gt 5 000 lt 50 000 of lt 2 000 lt 50 000 of 2 250 12 250 0 000 32 000 9 750 5 500 5 500 6 500 6 500 0 000 16 000 0 000 8 000 31 500 0 000 14 000 3 000 4 000 0 000 0 000 Fail Expanded Nutrients Option PrimeroEdge Menu Planning User Manual Cybersoft Technologies Section 3 Menus Generating a Nutrition Summary Report with a Multi Line Analysis The Menu Cycle Week Nutrient Summary Report displays the daily totals the average daily value Actual Value and the percentage of total weekly calories for each nutrient Weekly calorie values that fall outside above or below the weekly requirements are shown in red in Actual Value Saturated Fat values that fall below the weekly requirements are shown in green in Actual Value and of Calories To view the Menu Cycle Week Nutrient Summary Report for a Serving Group 1 Display the Standard Nutrients footer for a multi line analysis and select a Serving Group if needed 2 cuo Aimiliandamenenidlcnas Standard Nutrients Standard Nutrients es 6 8 7 FE Kcal Sfat g Fruit 600 00 lt 10 00 700 00 of Calories 2500 gt 3 750 000 som 2000 19500 404 58 Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 111 Section 3 Menus Find Ned ky 3 Menu Cycle Week Nutrient Summary Report Menu
67. 58 y s i a a Saturated Fat 3 5 g 13 70 96 3 646 g i m Trans Fat A 0 g 0 000 g a B E a m Cholesterol F 35 mg 36458 mg m a fl B ma a a WLAN iv EJ EA fue E B E y Vitamin C F 0 mg 0 00 0 020 mg i B a P oa B Moisture Pl g M g E E E Ash W g Ma T MEHEEHEHRHE HEHEHE BRR RE RRP RP eR RE RP eR RE RRP RRR RRR RR RRR RRR RR RRR RP eR eR eR eR eR eR eR eR ee eee eee ee ee 2 uumumutl Derrame Parr amer ore haced ann 2780 calorie cet Percent LOWY FOLES are agsed on g LL Calorie Bret E a Enr tr cm SS E d e e A ncm Trans Fat is provided for infarmationat purposes not for monitoring purposes E rl rr rl or A h r wy A Ear m A or Or nu a Lg uu ASH D Lae nog Please enter einer Actual Value ar ORF for nutrients fron Ceo vibamum A Parana E A save success message appears after clicking l Nutrients saved successfully Page 24 PrimeroEdge Menu Planning User Manual Cybersoft Technologies Section2 Ingredients Tab 3 Allergens The Allergens tab lists all allergens along with an allergen indicator that specifies the allergen level in the Ingredient To complete the Allergens tab 1 Enable each allergen as needed and select a corresponding allergen indicator 2 Click Ingredient Auto Save when switching tabs No prompts Name Hot Dog SSS NS Y SSE General Nutrients Allergens Buying Guide Labels 0 a PP MY AAA F i j
68. 8 oz as purchased LR 1010 1 2 c Frozen Juice Strawberry Mango Sidekicks 10096 Juice Ridgefield s 225890 LR 1008 1 Container Grilled Cheese 9 12 LR 1006 1 sandwich Contains Wheat Soy Gluten Grilled Cheese K 8 LR 1005 1 sandwich Contains Wheat Soy Gluten Grilled Cheese Sandwich K 8 LR 1001 i sandwich Contains Wheat Soy Gluten Honey Bun Super Bakery 6012 LR 1002 1 ea Contains Milk Pij E99 Wheat Soy Peanut Butter and Jelly Sandwich Elementary LR 1003 1 sandwich Contains Wheat Soy Gluten Ultra Muffin Banana Super Bakery 9052 LR 1004 1 ea Contains Milk Egg Wheat Page 1 of 1 Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 129 Chapter 4 Reports PrimeroEdge Menu Planning User Manual Nutrient Standards Nutrient Standards lists all current nutrient standards requirements for each serving group in a selected Meal Pattern as specified by the USDA A iljty Factor gif The report can be printed or exported to one of seven formats l Menu Item 3 XML CVS PDF MHTL TIFF Excel or Word Recipe Book Recipe Costing Report Recipe Nutrition Weekly Nutrient Analysis Nutrient Standards Page Nutrient Standards Meal Pattern Meal Type USDA Meal Pattern SY 20 Lunch Generate Report By default on the Nutrient Standards page Meal Pattern is set to USDA Meal Pattern SY 2
69. CYBERSOFT Primerozdg Contents Cybersoft Technologies 4422 FM 1960 W Suite 400 Houston TX 77068 www primeroedge com F4 http facebook com primeroedge 3 http twitter com primeroedge PrimeroEdge Food Service Solutions PrimeroEdge Menu Planning User Manual Copyright O 2013 Cybersoft Technologies Inc Software Version 3 8 All rights reserved No part of this manual shall be reproduced stored in a retrieval system or transmitted by any means electronic mechanical photocopy recording or otherwise without the written permission from Cybersoft Technologies No patent liability is assumed with respect to the use of the information contained herein Although every precaution has been taken in the preparation of this manual Cybersoft Technologies assumes no responsibility for errors or omissions Disclaimer Every effort has been made to make this manual as complete and as accurate as possible but no warranty or fitness is implied The information provided is on an as is basis Changes made to the product may not be reflected in this manual Cybersoft Technologies shall have neither liability nor responsibility for any loss or damages arising from the use of information contained in this manual Page 2 PrimeroEdge Menu Planning User Manual Cybersoft Technologies Contents Quick View of Menu O non 9 co en 10 A Set Up Data Sources and Meal Patterns iii 10 B Set Up Supporting Menu
70. Ce Wek od not Soa A o iue A tienen IO E FE Kcal 600 00 650 00 494 70 Fruit gt 1 500 1 875 Fat 9 12 50 22 74 Veg gt 2 250 3 000 3 250 Sfat g lt 10 00 of Calories 3 49 6 34 gt 0 500 1 500 TFat g 1 0 08 gt 0 500 1 000 Chol mg 11 69 gt 0 500 0 000 Na mg 593 95 gt 0 500 0 500 gt 0 250 0 250 5 000 5 500 3 000 4 000 0 000 gt 50 000 of 7 000 5 500 6 000 3 000 3 750 gt 3 000 2 000 lt 50 000 of 0 000 Mois 9 Broccoli Fresh Boiled 500 32 90 7 j M i 149 02 86 32 86 41 Veg DG SR101974 Ash g 1 2 Cup 8 oz Cabbage Chinese 500 9 10 el E e M a le 210 00 3127 60 31 50 66 72 Pak Choi Raw Veg Legend DG SR104008 1 cup shred M Missing Nutrient Values Category Fruits Choose 2 1 Trans Fat is provided for informat Apricots canned 500 78 11 0 06 0 00 0 00 0 00 4 89 20 37 1 95 M 0 66 0 48 13 66 326 50 halves unpeeled fruit and juic SR102641 1 2 cup 1 2 c Banana Petite 150 Count Raw Fresh Packer F SR100949 1 ea Category Milk Choose 1 Milk 196 Lowfat Milk Milk SR100974 1 1632 51 3 32 M M 500 110 00 10 100 00 100 00 24 00 80 00 400 00 All Nutrients Option Page 2 Page 2 of 2 Page 140 PrimeroEdge Menu Planning User Manual Cybersoft Technologies PrimeroEdg
71. Click Menu Items BERBER BRB RBBB BRR BERR RRR eRe eR ee eee eee RRR RRR RR RRR RRR RRR RR eRe eRe ee eee ee eee eee Menu Item Category Ingredient Code a 3 sandwich SC Lunch Entree n J Smart Search a Recipe Code Y Smart Search Include discontinued Menu Items HBHREB HEHEHE BERBER BRR RRR RR RRR RRR RRP RRP REPRE Pee eee HHH HRHHHEHHEHEHEHEHEHEHBHEHReE ee 5 2 2 E l fran hol Enter the name of the tag or select from the list z Menu Item List Data Source Category Menu Item Allergens 2 d Serving Size Meal Contribution Y local p Beef Precooked SC Lunch Sandwichmaker roast 1 WG mis beef chunked amp LR300050 107087 2 Ounce fi Local Entree 2 Meat MA formed 2 piece as purchased Beef sandwich steaks Lunch flaked chopped Non W pw LAM LR300051 13342 lCN Seming 9 WG Local formed and thinly 2 1 2 Meat MA ed raw Sandwiches Barbecued SC Lunch REMO TFI LEE 1 CN 2 WG chicken on roll with LR300055 Entree z sandwich 2 Meat MA fresh onions K Br M Pagesize 10 v Page 48 PrimeroEdge Menu Planning User Manual Cybersoft Technologies Section2 Ingredients Purchase Items Purchase Items are automatically populated with Inventory Ingredients items if your district is using the Inventory module When the Inventory module is used in conjunction with Ingredients the Menu Planning module a Purchase Item can be R
72. Complete Ingredient name name may be either a common name such as flour or the manufacturer s name such as Angel Wings All Purpose Baking Flour Brief common name for Ingredient such as flour Name of the Ingredient manufacturer USDA or manufacturer s code or similar to identify the ingredient in the USDA manufacturer s product offerings Inventory item number Database in which Ingredient is stored Appears only when the Include Discontinued Ingredients option is enabled check mark added indicates inactive for all discontinued Ingredients PrimeroEdge Menu Planning User Manual Cybersoft Technologies Section2 Ingredients Searching for an Ingredient Nine separate search conditions can be used to narrow your search for an Ingredient One of two Matching Criteria 1s selected to tell PrimeroEdge how to use the search conditions in the search Exact Match make only an exact match with the entered text or selected conditions no variations of text strings will be matched 1 e applying an Exact Match for bagel will not match records with the strings bagels bagel half sliced bagel etc Smart Search make matches with any string that includes the entered string any variation will be matched 1 e applying a Smart Search for bagel will match records with the strings bagels bagel half sliced bagel etc To search for an Ingredient 1 E
73. Detaili uestra pU e Nanao Mes MUN MU a o M a 11 C COUS S O ra E A E IY ea ee a 12 D select Stondard MENS ae 12 E CLEMENTE a 12 Ingredients Recipes Menu Hess 13 Menus MEU er daa 14 A A eesti sees 15 Data SOU Suscrito 16 SOC II a 17 ingredients ata CINES aaa 18 o nen A 19 Searching for an INGFEAICNE e sececsesessesessessssessessssesessesessesessssessesessesessesessesesussessssessssesussesusseessaesneseesesesssseeneseaneaeeneaes 21 Adang a NeW 41716270112 tt 22 We Ec cu x did 23 TODA NIT Sapo 24 TU AUTOS aa 25 e A 26 A E mo PP es 27 Generating an Ingredient List RCPOSE c ccscscssesssssssessssessssssesssssssscssecssesssssssssesssecsssessssessseessecsseessseessseeseseenees 28 Creating a Recipe from a Single INGredtent ceccccecsecsccessesssssssssssssssessessssessesessessessssessesucsessesecsessecueseesecesseeseesesess 29 Copying INTA ra cita 30 Mies eee een renee SOP op nr Peon ene nT ene ene ee ee Ree One 31 SEUA OF READ des 33 Adang a New Recipe nt 34 TT CONTO a SE EE EA E 35 TO 4218 ae 36 TAD IIIS m 38 TG KEE T 40 TAS AMES ee re ee ce ee ee hee er een ee ee ee ee 99 42 TADO 6 0 Renter renee nero pas 42 A JBCIDE ccena IEEE E eee ees 44 Generating d Recipe Report tiere rti tk ie e ti e Ee HE HUE LEM peasedeesasesceesnecsdeeneedeeate danas 45 MEL T
74. Edge Menu Planning User Manual Data Sources amp Versions Data Sources amp Versions displays all sources for Ingredients and Recipes that are Configuration Owned can be updated Jt Accessible can be copied into the Local data source Site Groups Site Configuration HACCP Configuration Holiday Schedule Meal Pattern DataSources amp Versions Data Sources amp Versions Page DataSources amp Versions Data Sources Owned Data Source Abbreviation IngredientCodePretix RecipeCadePrefix Data Source Type AddedBy AddedOn Lacal L LI LR Lacal Cybersoft Support 6 19 2011 10 45 03 AM Accessible Data Sources Data Source Owned By Data Source Type Upgrade State Level Version 1 Wrest Virginia Shared pF Child Nutrition Database 15 Wrest Virginia Global pF Cybersaft Version 1 West Virginia Global pF By default on the Data Sources amp Versions page All available data sources are listed Page 190 PrimeroEdge Menu Planning User Manual Cybersoft Technologies PrimeroEdge Menu Planning User Manual Section 5 Configuration Upgrading a Data Source All accessible data sources can be upgraded to the most current version To upgrade a Data Source 1 Click Edit d in a Data Source listing 2 Select a Version 3 Click Update DataSources amp Versions Cybersoft Support 8 19 2011 10 45 03 AM State Level Version 1 West Virginia Shared Child Mutrition
75. Enter a Menu Description and a Menu Short Description 4 Select one or more Serving Groups and enter Projected Serving Counts for each group 5 Select one or more Menu Item Categories and enter the number of choice s for each e Click 7 Add one or more tags 8 Adda set of Standard Menu Items and or select individual Menu Items add Projected Serving Counts for each 9 Click al Menu Templates Add a E Template 3 Data Source Meal Pattern Meal Type Site Group A14 y USDA Meal Pattern SY2 y Breakfast ALL M k ziet Menu Info Menu Template ga RP PPR RRR RRR RRR eee Ju Data Source Meal Pattern Meal Type Site Group 2 la Local y USDA Meal Pattern SY 2 Breakfast High School s a A TOA a L E I E PA a Menu Description September Menu s 7 a v B m Status V Is Active m a Menu Short Description September Menu z AAA AAA eg Nutrition Analysis Method Weighted Analysis o A PE gt Projected Servings Count as a gt B Percentage E CANO gla aan eee ee ee ee eee A ee ee ee ee ee 5 z Menu Item Categories SC Brkfst Meals SC Fruit SC Milk E cTTercree cere ere EA HHRHRHRHHHEHEHEHEE Include Standard Menultems Menu Costina Page 150 PrimeroEdge Menu Planning User Manual Cybersoft Technologies PrimeroEdge Menu Planning User Manual Section 5 Configuration Menu Template Octob
76. Group USDA Meal Pattern SY 2 Lunch y Elementary z Tags Menu Description Spaghetti Lunch Enter the name of the tag or select from tht Status Y Is Active Menu Short Description Spaghetti Lunch Nutrition Analysis Method Weighted Analysis Projected Servings Count as a Percentage Menu Item Categories Entrees Fruits Mic m RRA la NO EAS E EM AAA Include Serving Group Projected Meal Count Add Standard Me Y K 5 300 Menu Costing Generate Report K 8 Menu Items v Category Entrees Choose 1 BEEBE Page 68 PrimeroEdge Menu Planning User Manual Cybersoft Technologies Section 3 Menus Changing Menu Item Category Assignments for a Menu Menu Item Categories can be added or removed from a menu choice counts can be updated for each category when needed To update menu Serving Groups Display a menu and click the Menu Item Categories button 2 Select a new category to include and enter the number of items the patron can choose from the category or clear a category selection or enter new choice counts for an existing category when necessary 3 Click Menu Spaghetti Lunch Ideal Pattern Meal Type Site Group USDA Meal Pattern SY 2 7 Lunch Elementary z Tags A E E Spaghetti Lunch Enter the name of the tag or select from the ese Status d Is Active Menu Short Description Spaghetti Lunch Nutrition Analysis Method Weighted Analysis Projected Servings Co
77. List Menu Item Category Recipe Code Ingredient Code Data Source Allergens Listing 0 dea Lo Ext Contains Milk EEN in 1 pages Page size 10 1 items Clickable link Entry field Clickable icon Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 199 Appendix A Working with PrimeroEdge PrimeroEdge Menu Planning User Manual Icon Conventions Several icons are used in this manual to alert you to particular information that 1s critical or helpful to your use of PrimeroEdge Menu Planning Icon Name What it means o Note Additional information on the use or function of the command or topic i Careful Information that is critical to the use of the function v Tip Information that may help you use the function more effectively Special Functions When you see You can 8 30 2010 t Place the cursor in a date section such as Month and click the key to increase the number or click the key to decrease the number Page 200 PrimeroEdge Menu Planning User Manual Cybersoft Technologies PrimeroEdge Menu Planning User Manual Appendix A Working with PrimeroEdge Working with Column Data Column data can be sorted when the pointing finger icon appears when the mouse cursor hovers over a column header Click once on the header to sort the column data in ascending order Click the header again to sort the column data in descending order Meal Contribution Base Beef B
78. Meal T Sitforoup ALL USDA Meal Pattern SY 2 Breakfast mentary School x Mame Bagel E Include Discontinued Menu cycles ghe Menu Cycle List er gt a Bagel Breakfast Elementary School Breakfast 1 5 USDA Meal Pattern SY 2012 2014 Local Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 79 Section 3 Menus Adding a Menu Cycle After your menus are created you are ready to create a Menu Cycle The number of days in a Menu Cycle is set through the Menu Cycle Maximum Days per Cycle system setting To add a Menu Cycle 1 Click the Add a new Menu Cycle link 2 Select or enter the Menu Cycle details for Name Data Source Meal Pattern Meal Type Site Group Number of Weeks and Days per Week 3 Click 4 Click in the first day listing of the first week in the Menu Cycle 5 Click a Menu name in the list of available menus Menu name appears in Menu Cycle list 6 Repeat step 5 for each Menu to add to the Menu Cycle when all menus have been added for each day and week of the Menu Cycle click E Menu Cycles Add a E Menu Cycle T id UTE Meal Pattern Meal Type Site Group T ALL y USDA Meal Pattern SY 2 Breakfast Elementary School M Name p Include Discontinued Menu cycles e Menu Cycle a Menu Cycle Name Week 1 Elementary Schools aData Source Meal Pattern Meal Type Site Group Local y
79. Menu Info Add New Menu Menu Copy of Fiesta Lunch Meal Pattern E a 75 m 7 Applesauce mixed berry 72 4 oz cup as purchased 1 Fruit 30 g z F E m 4 Ounce H 13 m Snacks banana chips 1 2 Fruit 2 50 ge P d E 3 Ounce a m 3 m n a P Strawberries raw 1 Fruit m 1CN CUP 4 E m halves z Ho mma ate ONS g Changes are applied only to 9 17 2013 9 12 2013 Menu saved successfully E m Page 64 PrimeroEdge Menu Planning User Manual Cybersoft Technologies Section 3 Menus Adding a Menu Item to a Menu To add a Menu Item 1 Click the Add Menu Items link on the Menu Info page 2 Select one or more menu items 3 Click Add 8i 3 4 WG Entree Traditional l i 1 3 4 Non WG A Entrees Spaghetti and Meatballs 1 Serving 13 4 Meat MA Contains Milk PDE Shared MMA SR104665 se 1 2 Veg RO Pasta Spaghetti and 1 Non W 1 Cup 3 oz I Entrees Meat Sauce Ground Bee ladie 2 Meat MA FDE Shared amp Gro 5R102495 3 8 Veg RO Pasta Spaghetti and 2WG F1 Entrees Meat Sauce Ground 11 7 Cup 2 Meat MA PDE Shared Turkey W SR103500 1 4 Vag RO Pasta Spaghetti and 2 Non WG FM Entrees Meat Sauce D 5MS Non 1 portion 1 1 4 Meat MA PDE Shared WG Ve 5R103877 1 4 Weg RO dl iii Pasta Spaghetti and 1 Non WG V Entrees Mea
80. N ASS ASAS M M M M M M 1 20 E 0 99 M 89 99 0 60 Applesauce mixed M berry 72 4 oz cup as purchased LR300063 4 oz Strawberries raw T z i A y i a x 18 24 89 38 138 24 LR300062 1 CN CUP ha Page 1 of 2 Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 109 Section 3 Menus aaahh i4 4 1 ofe gt bi 2 Find Next rl gt A Generated on 11 15 2013 3 23 40 PM Menu Cycle Week Nutrient Analysis Report COUNTY Menu Cycle Name Regular Line Week 1 Sandwich Line Week 1 Salad Line Week 2 Site Group Middle School Meal Pattern USDA Meal Pattern SY 2012 2014 Serving Group K 5 Calculation Method Weighted Analysis Meal Type Lunch Legend M Missing Nutrient Values 550 00 650 00 lt 10 00 of Cslories 69 021 99 17 091 71 30 734 57 22 684 61 17 157 20 58 053 35 Result Fail Serving Size Qty Keal mg 11 th EE menu2 Day 1 sxe 0 Choose 1 0 193 80 8 16 3 6 oz Precooked Bresded Fish Portions LR100210 3 5 8 oz Artesian Water LR100100 1 FC Dual entry form of curry pu LRi00195 3 es Page 110 0 M M 0 236 13 5 70 0 51 1 07 316 20 M 288 06 Carb Pro 9 8 17 34 14 28 EUN M 10 83 4 51 gt 2 500 gt 3 750 gt 0 500 gt 0 750 gt 0 500 gt 0 500 gt 0 500 8 000 9 000 gt
81. NHENHENHENHEEHEEHENHEHEHEHEHEHEHEEHEEHEHHEHEHHEHHEHEEHEHEHHEHEHEHEHNEHENENENENHENHENENHENENHEHEHEEHEEHEEHEEHENHEN Include Standard Menultems Menu Costing Page 62 PrimeroEdge Menu Planning User Manual Cybersoft Technologies Section 3 Menus Editing a Menu Completed Menus are assigned to dates on a Menu Calendar Menus assigned to past dates cannot be changed Therefore 1f you choose to edit a Menu that is assigned to past dates and also to future dates a copy of the Menu is made as part of the editing process and you will choose the future dates to which the copied Menu is to be applied Before editing a Menu you can display a list of all dates to which the Menu has been or is currently assigned To display a list of Menu Calendar assignments for a Menu e Display a menu and click the Show Calendar link Menu Info Add a new Menu This menu has been assigned to current past dates on the menu calendar and hence cannot be modified Please click Edit to view the options of editing this menu on select dates Menu Fiesta Lunch Data Source Meal Pattern USDA Meal Pattern S 2 Production Status Serving Date Site Group Menu Line Plan Incomplete 9 17 2013 Tuesday Elementary School Regular Plan Incomplete 9 12 2013 Thursday Elementary School Regular Plan Incomplete 8 2 2013 Friday Elementary School Regular Plan Incomplete 5 8 2013 Wednesday Ele
82. Page 133 Chapter 4 Reports PrimeroEdge Menu Planning User Manual Recipe Costing Report Recipe Costing provides the cost to produce each recipe for the district Recipe Material cost and Cost per Serving 1s listed for each recipe ditv Factor Menu Item e Nutrient Standards Recipe Book Recipe Costing Report Recipe Nutrition Weekly Mutrient Analysis Recipe Costing Report Page Recipe Costing Report Generate report for School System Generate Report By default on the Recipe Costing Report page No options or entries are available or required Page 134 PrimeroEdge Menu Planning User Manual Cybersoft Technologies PrimeroEdge Menu Planning User Manual Chapter 4 Reports Generating a Recipe Costing Report To generate a Recipe Costing Report 1 Click Generate Report Recipe Costing Report Generate report for Edge County Schools id 4 1 Jos b pi 4 1005 iv Find Next Generated on 7 19 2013 4 55 53 PM Recipe Costing Report District School System GU GL NN EN Cost in ped Pop BEQ Sauce IND PK Beef amp Cheese Burrito Frozen Blueberry Muffin Cheese Cup Jalapeno Doritos Baked Gravy White Egg amp Cheese Biscuit Fish Strips Tartar Sauce Ind Hushpuppies Baked Hamburger Cheeseburger w USDA patty Salad Turkey no croutons Better amp Jelly Sandwich Roast Pork w Gravy Whole Grain Pancakes Nachos w Cheese Sauce
83. R 1003 C P C C Sandwich PBJ WG MMA SR104685 MC c c c c C Contains Page 1 of 5 P Processed in a facility that also processes MC May contain Page 122 PrimeroEdge Menu Planning User Manual Cybersoft Technologies PrimeroEdge Menu Planning User Manual Chapter 4 Reports Ingredient List Reports Ingredient List generates a report of nutrients for a selected set of Ingredients Ingredients are specified with a tag data source and form As Purchased As Served or both Acceptability Factor One page is generated for each Ingredient The report can be printed or exported to one of seven formats XML CVS PDF MHTL TIFF Excel or Word Allergen Chart i Ingredient List Menu Calendar Menu Item Mutrients Ingredient List Page Ingredient List Data Source a Local Tag s Form Enter the name of the tag or select fron the tist r ALL Generate Report By default on the Ingredient List page Tags displays directions for selecting one tag to identify the group of recipes for which to print nutrition information no tags are selected Form is set to ALL which includes both as Purchased and As Served forms Data Source is set to Local Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 123 Chapter 4 Reports PrimeroEdge Menu Planning User Manual Gene
84. RR RRR RRR eR Ree eee ee eee ee eee a 45 6 7 gt M Page size 10 l Purchase Item saved successfully Page 54 PrimeroEdge Menu Planning User Manual Cybersoft Technologies Section2 Ingredients Deleting a Purchase Item To delete a Purchase Item 1 Click Delete in a Purchase Item listing 2 Click in the confirmation message gt Super Crisp apples State Level Case 3 lb bag Lewis ISD Y H gt UMMY Hot Dogs Local DS Case Package f 2 aS 6 7 n Pagesize 10 AAA 30 00 Golden Y d Delicious BID b 1 20 I Eu 6 items in e Purchase Item deleted successfully Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 55 Section 2 Ingredients End of Section gt Page 56 PrimeroEdge Menu Planning User Manual Cybersoft Technologies In this chapter you will learn Y Add a Menu Y Add or remove Menu Items on a Menu Change Menu information and details View Menu nutrients and nutrition facts Create a Menu Cycle Change Menus in a Menu Cycle Change Menu Cycle information and details Y XA SNA XX Assign a Menu or a Menu Cycle to a calendar date or range of dates s Change or remove Menus or Menu Cycles assigned to a calendar date or date range Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 57 Section 3
85. Recipe Nutrition Tags 3 A A Data Source Breakfast focal e M 4G Jou gt M e Find Next Generated on 11 19 2013 12 52 53 H Recipe NM COUNTY Bagel Half Bake Crafters Individually Wrapped as served LR300043 Tag s CN Baked goods CN breads CN cakes CN cookies CN crackers CN pies CN rolls Number of Servings 1 000 Serving Size 1 piece Moisture gain loss 0 000 Fat gain loss 0 000 Waste gain loss 0 000 28 350 83 000 0 300 x 0 000 130 000 18 000 e 2 900 95 400 34 800 0 000 0 000 Crafters Individually Wrapped as served 28 350 83 000 0 000 130 000 2 900 95 400 34 800 0 000 28 350 83 000 0 300 0 000 0 000 130 000 2 900 95 400 34 800 100 000 292 769 1 058 0 000 0 000 458 554 10 229 336 508 122 751 28 350 83 000 0 300 0 000 0 000 130 000 2 900 95 400 34 800 This nutrient was added by the developer and not required by USDA for NSMP Please enter either Actual Value or DRV for nutrient Iron Please enter either Actual Value or DRV for nutrient Calcium Please enter either Actual Value or DRV for nutrient Vitamin A IU Please enter either Actual Value or DRV for nutrient Vitamin C Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 137 Chapter 4 Reports PrimeroEdge Menu Planning User Manual Weekly Nutrient Analysis rm The Weekly Nutrient Analysi
86. S 78 searc ANg ORI MENU H 79 Adang MENU A 80 Replacing a Menu in a Menu Cycle u eccecsccsssessssessssessssessssessssessssesessesssesssesussesessesssesessesessesessesessesesseseeseseeseeseneeess 82 Meat Meat Alternate Grain Substitution esses eene treten tette tete casar casarnos 83 Viewing Menu Cycle Nutrients and Food Components sese teens 84 Generating a Menu Cycle Week Nutrient Analysis Report sss 86 Generating a Menu Cycle Week Nutrient Summary Report sse 88 Generating a Weekly Food Component RebOFrt uet ec teen s 89 CODVImON MEDIIS VCIB sas se uisu cd dict A d Ld ier d mee teet 91 Disconinung a Ment VELO anta datada dto tact setate aet actae toto 92 xS MIU NC 93 ASS a Mend CYCLO ean educate erben ol LS 94 A T OU Me esses esent A e ed dL Ed Ud e td ILU S 100 Replacing ATASCADA aos 102 ReMIOVING GNA SONEA MENU aera retirada rt ae aaare 103 Page 4 PrimeroEdge Menu Planning User Manual Cybersoft Technologies Contents Mutiloa lieet oe 104 Generating wit bine AAV GUY SUS suse tance tres ae es DEDE 105 Viewing Nutrients and Food Components for a Multi Line Analysis sese 106 Generating a Nutrient Analysis Report with a Multi Line Analysis eee 108 Gene
87. Source Meal Pattern Meal Type Site Group Alb Al gems sat ENTE Tags Enter the tag names separated by a BEBE eee eee eee V Include Discontinued Templates Menu List Name September Menu Elementary School Middle School High School Breakfast Lunch USDA Meal Pattern SY 2012 2014 Mark Active Message from webpage Menu Templates Add a new Template Data Source Meal Pattern Meal Type Site Group S gt au 7 ath Name bd Page 154 PrimeroEdge Menu Planning User Manual Cybersoft Technologies PrimeroEdge Menu Planning User Manual Section 5 Configuration Standard Menu Items Standard Menu Items are those items that are included on many Configuration or all Menus such as milk fruit bread etc This menu function maintains the list of menu items that are added to a Menu when Menu Item Categories is clicked on the Menu Info page Adding Standard Menu Items eliminates adding each Menu Item one at a time making the Menu Planner s job quicker and easier standard Menu Items After adding Standard Menu Items individual items may be removed from the menu as needed Menu Templates Menu Lines Site Groups Standard Menu Items Page Standard Menu Items Choose Menu items T Menu Item Data Source Y MEN RENE Wu E 100 cal 596 sat fat LR300057 118603 with cost
88. Standard Nutrients footer Serving Group tab expanded view Menu Menu Cycle Multi Line Analysis Nutrition Report Menu Menu Cycle Multi Line Analysis Nutrition Summary Report Menu Cycle Multi Line Analysis Recipes gt Quick Recipe page gt Generate Report Reports menu Ingredient List Menu Calendar Menu Item Nutrients Nutrient Standards Recipe Nutrition Recipe Book Weekly Nutrient Analysis Ingredients Recipes Recipes gt Quick Recipe page gt Generate Report Recipes gt Scale tab Custom Scale Recipe Ao Scale Recipe by Batch Ingredient List Recipe Book Reports menu Recipe Book Recipe Costing Menu Items Recipe Nutrition Reports menu Acceptability Factor Allergen Chart Menu Calendar Menu Item Nutrients Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 15 Section 1 Quick View of Menu Planning A Data Source is a container for Ingredients Recipes Menus Menu Cycles and Menu Templates which are available to and may be changed by appropriate users When an Ingredient or Recipe is manually entered or created from scratch the item is stored in the Local Data Source The Local users group can use copy or update the item as needed When PrimeroEdge Menu Planning is installed the Child Nutrition Data Source is uploaded for use This database includes Ingredients that can be used in Local Recipes The Ingredients in the CN database are shared with Local users and canno
89. Technologies Section 3 Menus SS 4 f1 Jeri Find Next lb 7 Generated on 11 15 2013 12 28 18 PM Study Trip PBJ USDA Meal Pattern SY 2012 2014 PK ECC Meal Type Lunch Total Meals 200 LR 1378 Apples All varieties 2013 ea 0 2210 Food Cost Meal 0 22 LR14225 Peanut Butter amp Jelly Sandwich 2013 0 3724 Food Cast Meal LR 1367 Milk 1 White Paper 2013 a 0 2690 LR 1370 Milk Nonfat White Paper 2013 ea 0 2690 LR 1365 Milk Nonfat Chocolate Paper 2013 s 0 2710 LR 1372 Milk Whale CC ea 0 2720 Food Cost Meal 0 27 LR 1290 Condiment Ranch Dressing PC 0 0478 Food Cost Meal 0 05 LR 1188 Baby Carrot Snack Pack 2013 az 0 1600 LR 1032 Sliced Cucumbers 2012 4c 0 0481 LR 1032 Sliced Cucumbers 2013 1 2 c 0 0963 Food Cost Meal 0 01 Grand Totals NOS 134 73 Page 1 of 1 Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 71 Section 3 Menus Viewing Menu Nutrients and Food Components Each menu display includes a Standard Nutrients footer This footer provides one tab of nutrition information for each serving group e Nutrient values that fall below the requirements for a food component are highlighted in e Nutrient values that fall above the maximum nutritional requirements are highlighted in o message in the Milk V column indicates that the requirement for providing at least two choices a variety of milks in a meal s
90. a Schools may substitute 1 oz M MA for Grains after the minimum daily Grains requirement is met Milk cups 2 000 Pass 2 000 Pass 2 000 Pass Skim fat free unflavored Skim fat free flavored Low fat 1 or less unflav Low fat 196 or less flavored Reduced fat 236 fat or whole unflavored and flavored USDA is offering flexibility for SY 2012 2013 and SY 2013 2014 by allowing SFAs to exceed the maximum amount of grains and meat meat meal alternates as long as the daily and weekly minimums for these components are met and the calories are within the required range If you exceed the weekly maximum for grain and or meat meat alternates your report will say that you fail for those categories but that is acceptable at this time Page 1 of 1 TIP Click Print ET in the window toolbar to print the report Page 90 PrimeroEdge Menu Planning User Manual Cybersoft Technologies Section 3 Menus Copying a Menu Cycle To copy a Menu Cycle 1 Display a Menu Cycle and click i 2 Enter a Name for the copy 3 Make changes to Data Source Meal Pattern Meal Type Site Group Number of Weeks and Days per Week 4 Click Copy a Menu Cycle Name Breakfast Grill Data Source Meal Pattern Meal Type Site Group Local USDA Meal Pattern SY 2 gt Elementary School Number of Weeks D ays per Week E Is Active Menu Cycle Details 1 Hat Breakist
91. aily totals the average daily value Actual Value and the percentage of total weekly calories for each nutrient Weekly calorie values that fall outside above or below the weekly requirements are shown in red in Actual Value Saturated Fat values that fall below the weekly requirements are shown in green in Actual Value and of Calories To view the Menu Cycle Week Nutrient Summary Report for a Serving Group 1 Display the Standard Nutrients footer for a menu and select a Serving Group if needed 2 Click Nutrition Summary Report Standard Nutrients ort Fod Component Report Grains WG MILK F Fruit J Grain D MILK V Standard Value 350 00 500 00 lt 10 00 of Calories 152 4 000 6 000 gt 50 000 of gt 3 000 lt 50 000 of lt 2 000 d 1 Jof bl Find Next gt amp e 100 V Generated on 8 26 2013 1 59 55 PM Menu Cycle Week Nutrient Summary Report Menu Cycle Name Fresh Fruit amp Salads Site Group Elementary Schools Site Group Meal Pattern USDA Meal Pattern SY 2012 2014 Calculation Method Weighted Analysis Serving Group K 8 Meal Type Lunch Week 1 Calories 232 14 232 14 203 99 600 00 650 00 8 27 36 47 1 49 1 49 0 83 lt 10 00 of 0 76 5 77 5 77 3 66 Calories 1 19 1 19 5 95 5 95 23 08 23 08 7 14 7 14 Saturated Fat 185 71 185 71 11 31 1
92. arch conditions To reactivate a Menu 1 Display the Menu and select Is Active to reapply the check mark 2 Click Save Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 77 Section 3 Menus Menu Cycles Menu Cycles adds and maintains cycles sets of menus that are used to quickly assign menus for a selected period of time Cycle Menus are planned for a set period of time and repeated on a aum regular basis Menu Cycles Menus in a Menu Cycle are assigned by day and can be removed or added as needed Menu Cycle details can be changed as Assign Menus needed Multi Line Analysis Menu Cycle Particulars Publish Menus Menu Cycles can be made inactive discontinued Menu Cycles can include Menus that were made inactive after they were added to the Menu Cycle Inactive Menus can be added to Menu Cycles An inactive Menu Cycle can be copied copy is active by default To list inactive Menu Cycles in a search results the Include Discontinued Menu Cycles option must be selected Menu Cycles Page Menu Cycles E Add a new Menu Cycle Data Source Meal Pattern Meal Type Site Grou lanis ALL ALL m lanis Name Include Discontinued Menu cycles Menu Cycle List Name Site Group Meal Type Number of Weeks Number of Days Meal Pattern Data Source bd LY Regular Line Elementary School Lunch 1 5 USDA Meal Pattern SY 2012 2014 Local Salad Line Eleme
93. ase AP 6x1lb Condiments NAMSG Minors Nestle AMSG Minor s Nestle SR102567 1102344 3 4 teaspoon PDE Shared Base Chicken Flavor No y Contains Gluten Milk Entrees PES SR103517 1102939 1 portion Soy Whent MSG Soup 12 1 lb Nestle PDE Shared Base Chicken Flavor Soup 2 Base Chicken Flavor Sou SR104225 SI102680 Condiments Base Harvest Value 301 1 teaspoon PDE Shared 1 serving 1 3 Condiments BBO Sauce Condiment SR100073 E PDE Shared 1 1 2 WG Entrees Bean Burrito SR100060 1 burrito 2 Meat MA 1 4 Veg O Contains Gluten Soy PDE Shared Wheat Bean Salad Fancy Three Bean Salad Canned SR103145 SI102676 1 2 cup serving 1 2 Veg O PDE Shared Monarc Bean Butter in Sauce 1 2 cup 1 2 cg SR102660 51100478 PDE Shared A small triangle next to the header indicates the sort order aii Ascending hd Descending Dressing Dijon Fat Free SR100964 51101150 2 tablespoon PDE Shared Condiments Honey Dijon Ken s 4133 Dressing Fat Free Italian SR101218 51101324 2 tablespoon PDE Shared Condiments ay aes Dressing Fat Free Condiments Raspberry Vinaigrette SR104045 SI102259 11 2 ounces PDE Shared Naturall Dressing French Country SR101528 SI101603 1 pouch PDE Shared Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 201 Appendix A Working with PrimeroEdge PrimeroEdge Menu Planning User Manual Working with List Display Controls Several pages displ
94. at fall below the requirements for a food component are highlighted in e Nutrient values that fall above the maximum nutritional requirements are highlighted in o message in the Milk V column indicates that the requirement for providing at least two choices a variety of milks in a meal service has not been met To view Standard Nutrients for a Serving Group 1 Click Show Hide Standard Nutrients Footer T 2 Click a tab to view nutrients for a different serving group Menu Cycles Added to Analysis Sandwich Line 1 E Regular Line 1 El Salad Line 2 E Recalculate Selected Cycles Standard Nutrients 1 E 5 SS EN Show Hide Standard Nutrients uu BN Nutrition KS X KB X 932 Sfat g Meat MA MILK F Fruit Grain D Vegetable MILK V 10 00 sais NE E gt 8 000 8 000 lt 50 000 208 2m 375016500 i ofp 10000 5 000 221000 36 of Calories 96 of Actual Value 9 614 57 asm i 000 4000 of Calories Total ES MM Standard Value 650 00 Page 106 PrimeroEdge Menu Planning User Manual Cybersoft Technologies Section 3 Menus To view Standard Nutrients details for a Serving Group 1 Display a menu and click a tab to view nutrients for a serving group 2 Click Show Hide Detailed Nutrient Information 3 Scroll to view Food Component details Standard Nutrients Nutrient FE Kca Sfat g i Veg Veg Veg Veg Veg Veg Grains
95. ay listings on multiple pages Display controls are provided below the listings to move between the pages Condiments Entrees Condiments Condiments Entrees Vegetables Vegetables Vegetables Vegetables Vegetables mjlaj1 234 Base Beef Base AP 6x1lb NAMSG Minor s Nestle Base Chicken Flavor No MSG Soup 12 1 Ib Nestle Base Chicken Flavor Soup Base Harvest Value 301 BBO Sauce Condiment Bean Burrito Bean Salad Fancy Three Bean Salad Canned Monarc Bean Butter in Sauce Canned Monarch D 170283 Bean Canned Beans Refried Vegetarian 6 112 R Bean Fancy Black Beans Veg BP Bean Garbanzo chickpea Fancy Canned Monarch SR102567 SR103517 SR104225 SR100073 SR100060 SR103145 SR102660 SR100255 SR100537 SR102598 67 8 9 10 n Click to display the last page of listings 51102344 51102939 SI102680 SI102676 SI100478 SI100590 51100476 SI100118 Page size 10 Serving Size 3 4 teaspoon 1 portion 1 teaspoon 1 serving 1 3 cup 1 burrito 1 2 cup serving 1 2 cup 1 2 cup ladle 1 2 Cup 8 oz ladle 1 4 Cup Cooked Drained Vegetable 1 4 cup serving a 11 2 WG 2 Meat MA 1 4 Veg O 1 2 Veg O 1 2 Veg BP 1 4 Veg BP 1 4 Veg BP LY Contains Gluten Milk Soy Wheat Contains Gluten Soy Wheat PDE Shared PDE Shared PDE Shared PDE Shared PDE Shared
96. ckable link Click to either link the purchase item to a stock item in inventory or to change the linked stock item Edit Clickableicon Click to change the purchase item details 1 Note Icon is available only for local items Delete Clickable link Click to remove the purchase item listing X Note Icon is available only for local items Page 50 PrimeroEdge Menu Planning User Manual Cybersoft Technologies Section2 Ingredients Adding a New Purchase Item Purchase Items are added manually in installations that do not use the PrimeroEdge Inventory module To add a new Purchase Item 2 Enter Purchase Item details 3 Click the Insert link Purchase Items Add new record AN BR HRHRHEHE HEHEHE EERE ee NENA Description YUMMY Hot Dogs Data Source s DataSource Lewis ISD Local DS gt a Whole Unit Box Broken Unit Package a Broken Unit Size 1 Each y a Broken Unit Weight 12 Ounce y a a i s Broken Units per Whole Unit 12 L Fair Market Value Sta ndard Price 8 4300 EEHEEHE HHHRHHHEHEHEEE amp State Level Pound 1 0000 Pound Purchase Item added successfully Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 51 Section 2 Ingredients Creating a Link to a Stock Item If your district uses the PrimeroEdge Inventory module you will link a Purchase Item to an Inventory stock item The
97. content after preparation such as occurs when dry noodles are boiled in the preparation of a casserole moisture gain or when apples are peeled and cored moisture loss Total number of servings produced by one Recipe production Purchase Item Weight in Grams Preparation Time Amount of time required to prepare assemble or combine the Recipe Ingredients up to the time that it is to be cooked or is ready to serve PrimeroEdge Menu Planning User Manual Cybersoft Technologies PrimeroEdge Menu Planning User Manual Appendix B Terms Term Description Pre Preparation Activities to complete before Recipe preparation begins such as Instructions bringing Ingredients to a specific temperature before use Recipe Generation Method or process in which the recipe is used can be either Type Nutrition Analysis Recipe analyzed with the Yield Factor Method to provide a nutrient analysis that accounts for changes in nutrients caused by preparation and cooking The Yield Factor Method requires that each raw Recipelingredient be converted and entered in the Recipe as a as consumed or ready to serve often cooked Ingredient When building this type of recipe user selects ingredients on the Ingredients tab Production Recipe includes raw Ingredients and amounts in the uncooked state directions for producing the Recipe and the yield and serving size as prepared These Recipes are generally used by cooks to prepare t
98. d Y Y Y ires chase item D z 00 Cup amp Super Crisp apples State Level Case 3 lb bag 3 0000 Pound Lewis ISD 1 ES MY Hot Dogs Local DS Case Fackage 12 0000 Each KI 4 123435 e 7 gt M Page size 10 Lewis ISD YUMMY Hot Dogs Local DS Case Package 12 0000 Each Add new record PrepMethod Cooked w o salt lr L PurchaseUnit 1 Box a _ Data Source a Data Source amp Version BE Eee ol LOLS en Insert Caficel Nd hild ecords to display 412345 e 7 n Page size a m EX Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 53 Section 2 Ingredients Updating Purchase Item Details To update Purchase Item details 1 Click Edit 7 in a Purchase Item listing 2 Change Purchase Item details as needed 3 Click the Update link Add new record Refresh Mio 3000 Golden E Delicious gt Super Crisp apples State Level Case 3 lb BID SHARE 1 jog 6 Edit A til gt YUMMY Hot Dogs Mm 4 1 2 5 6 z n Page size 10 y gt Super Crisp apples State Level Case Description YUMMY Hot Dogs Data Source DataSource Lewis ISD Local DS Whole Unit Case E Broken Unit a Broken Unit Size Each De Broken Unit Weight Ounce Broken Units per Whole Unit Fair Market Value Standard Price BRB BRB BRE BBB RE RB R
99. d end dates will affect the site s menus starting tomorrow or the effective date whichever is later Production plans may be lost where the menu is changed Site Code Site Page 168 PrimeroEdge Menu Planning User Manual Cybersoft Technologies PrimeroEdge Menu Planning User Manual Section 5 Configuration Deleting a Site Group A Site Group can be removed deleted only if no Sites are included in the group To delete a site group 1 Click Delete E in a Site Group listing 2 Click OK Site Groups Please note that changing the site s group or effective and end dates will affect the site s menus starting tomorrow or the effective date er Production pl x where the menu Site Groups Add new record 3 Refresh Elementary School Cybersoft Support 06 06 2012 Middle School Cybersoft Support 06 06 2012 High School Cybersoft Support 06 06 2012 Learning Centers ate that changing the site s guasa effective and end dates willLatteatthe site s menus starting toas or the effective date m Description nr Added By SAA on Modified By udified On Edit Tox Elementary School Cybersoft Support 06 06 2012 Middle School Cybersoft Support 06 06 2012 pl m4 El High School Cybersoft Support 06 06 2012 Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 169 Section 5 Configuration PrimeroEdge Menu Planning User Manual Site Configuration Site Config
100. d to the group When a Site is assigned to a Site Group the Delete icon E no longer appears in the Delete column in the Site Group listing Site Groups Page Site Groups a Please note that changing the site s group or effective and end dates will affect the site s menus starting tomorrow or the effective date whichever is later Production plans may be lost where the menu is changed site Code site Site Groups Add new record E Refresh gt Elementary School Local Cybersoft Support 07 17 2012 i High School Local Cybersoft Support 07 17 2012 f gt Middle School Local Cybersoft Support 07 17 2012 F ES By default on the Site Groups page All existing site groups are listed Site group details are hidden Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 161 Section 5 Configuration PrimeroEdge Menu Planning User Manual Adding Site Groups by Site Type The quick way to create Site Groups and assign Sites to a group is to use Add Site types as groups One Site Group is automatically created for each Site Type listed on the Manage Site Types page in System gt Sites and Users gt Site Types An example 1s shown below Sites and Users Manage Site Types Users Site Types Add Site Type Roles e i Site Type Description SFA i Elementary School Regions Middle School High School Sites Warehouse site Types
101. derlined Bold underlined capitalization as seen on page Bold capitalization as seen on page Small caps Bold title caps Bold capitalization as seen on page Italics enclosed in quotes capitalization as seen on page Bold title caps enclosed with square brackets Italics title caps Bold capitalization as seen on page separated with gt Italics title caps Example Click Calendar Click the OrderNumber 1n the Order column In Vendor select a vendor In Comments enter comment text In the Delivery Information group In the Vendor Information group TAB key ENTER key The Ordering menu is Select Modify Orders on the This is a new unsaved order Menu Planning On the Create Orders page Menu Planning gt Ordering 2 Create Order In the Report Viewer window click PrimeroEdge Menu Planning User Manual Cybersoft Technologies PrimeroEdge Menu Planning User Manual Appendix A Working with PrimeroEdge Menu and Page Conventions Menus Ingredients Menu Ingredient Search Recipe Search Selection Ingredients Recipes Purchase Items Menu Items Pages Page Name Button Selectable field Menu ltems Name Category Ingredient SELECT Recipe Code Entdr the name ofthe tag or select from the list LR100148 7 Smart search Search Group Name Menu Item
102. e Menu Planning User Manual Chapter 4 Reports To generate a Nutrition Summary Report from the Standard Nutrients footer 1 Select a serving group if needed 2 Click MutitionSumman Report Standard Nutrients Sfat g Fruit Veg 600 00 lt 10 00 of gt gt gt gt 650 00 Calories 1 500 2 250 0 500 0 500 494 70 349 i875 7 1500 1 000 3 250 gt gt gt 5 000 0 500 0 500 0 250 6 34 E http portviewer aspx Internet Explorer Sen id 4 I o1 b bi Find Next de 5 Generated on 11 19 2013 2 19 53 PM Menu Weekly Nutrient Summary Report Edge County Schools Menu Names 3043 Week 1 Day 1 Menu K 8 Tuesday s Menu Week 1 Day 1 Elementary Site Group Elementary School Meal Pattern USDA Meal Pattern SY 2012 2014 Serving Group K 8 Calculation Method Weighted Analysis 650 57 600 00 650 00 25 68 11 82 27 72 16 35 6 31 4 14 lt 10 00 of 6 82 5 73 Calories 0 25 0 00 8 89 26 18 958 11 823 73 133 02 117 30 63 83 72 12 16 44 14 80 35 49 4280 28 15 28 58 13 51 17 57 4 22 5 65 671 61 600 35 423 99 EIL pn 1910 43 843 88 918 10 18289 23 6159 33 8 149 52 134 76 74 54 156 87 o 14208 0 87 M Missing Nutrient Values 1 Trans Fat is provided for informational purposes not for monitoring purpose
103. e Recipe by Servings report lists stock item ingredient details pre prep and serving instructions and HACCP processes To scale a Production recipe by Batch 1 Select the number of batches 2 Click Scale Production Recipe i Auto Save when switching tabs No prompts Name Hot Dog Delight Generate Report General Ingredients Nutrients Menu Item Allergens Scale Scale Recipe By Batch 100 1 Each servings 1 Batch a 400 servings 4 Batches a Scale Recipe f Scale Production Recipe he Custom Scale Recipe standardize to 100 servings of 1 Each Scale Recipe Scale Production Recipe Page 42 PrimeroEdge Menu Planning User Manual Cybersoft Technologies Section2 Ingredients To scale a recipe by servings 1 Enter number of servings and select the serving measure in Standardize to 2 Click Scale Recipe So i4 4 lofi b bi 100 v Fnd Net A da Generated on 11 15 2013 10 35 23 AM Hot Dog Delight LR300070 Scale Recipe by Servings COUNTY Contains Egg Gluten Wheat Processed in a facility that also processes Milk Soy May contain Crustacean Shellfish Number of Servings 400 Serving Size 1 Each Moisture gain loss 0 0000 Yield 44 Pound 1 1 2 Ounce Waste gain loss 0 0000 Fat gain loss 0 0000 Hot Dog Buns 111000438 400 Roll purchased Pre Pr paration Instructions Franks must te par boiled Serving Instructions
104. e for the copy and click Copy Auto Save when switching tabs L No prompts Name Hot Dog Delight General Ingredients 7 Nutrients Menu Item Allergens Scale Recipe Information 1 lx wm m L MEER Name for the copy Hot Dog Heaven Short Name for the copy Hot Dog Heaven Recipe Auto Save when switching tabs promos y Name Hot Dog Heaven General Ingredients A Mutrients A Menu Item Allergens Scale Recipe Information Is Active pi A gt re UEEEN a i copied from Recipe R800070 Loca Recipe Generation Type Dual Entry Recipe Name Hot Dog Heaven Recipe Short Name Hot Dog Heaven Recipe Code LR300073 Tags Page 44 PrimeroEdge Menu Planning User Manual Cybersoft Technologies Section2 Ingredients Generating a Recipe Report To generate and print a recipe report 1 Click Generate Report in the Recipe header a 2 Click Print on the window toolbar Recipe V Auto Save when switching tabs No prompts Name Marshmallow Fluff for Whoopie Pie Filling Menu Item A e http 4 s reportviewer aspx Internet Explorer 0 a o 7T FG 2 enegeted on 11 15 2013 10 57 29 AM al Marshmallow Fluff for Whoopie Pie Filling XTUOZTO COUNTY SCHOOLS Number of Servings 32 Serving Size 4 CN tablespoon Moisture gain loss 0 0000 Yield 1 Pound 3 1 2 Ounce Waste gain loss
105. e that changing the site s gue y Elementa Cybersoft Suppor sxz Middle School Cybersoft Support 06 06 2012 Cybersoft Support 06 06 2012 B gt gt High School gt 06 06 2012 Site Groups Please note that changing the site s group or effective and end dates will affect the site s menus starting tomorrow or the effective date s later Production plar eadost where the menu is ch ws y 5 gt Middle _ eybersoft Suppor E lel gt HighSchool Cybersoft Support 06 06 2012 PrimeroEdge Menu Planning User Manual Cybersoft Technologies Page 166 PrimeroEdge Menu Planning User Manual Section 5 Configuration Updating Site Details Changing Site information selects a new date when feeding begins or ends To change Site details 1 Click Expand in a Site Group listing 2 Click Edit ina Site listing 3 Enter or select a new Effective Date Start Date or End Date 4 Click Update Site Groups Please note that changing the site s group or effective and end dates will affect the site s menus starting tomorrow or the effective date whichever is later Production plans may be lost where the menu is changed Site Code Site Site Groups Add new record E Refresh Elementary School Cybersoft Support 06 06 2012 Middle School Cybersoft Support 06 06 2012 High School Cybersoft Support 06 06 2012 ll ts El El Learning Cen
106. eal Patt Meal Type Site Group me aw High School Tags Name Lunch Jal Include Discontinued Menus Apply rs meme nmm High School USDA Meal Pattern S 2012 2014 Local High School Monday Lunch High School USDA Traditional Meal Pattern Local High School USDA Meal Pattern SY 2012 2014 Local High School USDA Meal Pattern SY 2012 2014 Local Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 61 Section 3 Menus Adding a Menu To add a new Menu Click the Add a new Menu link 2 Enter and select menu details when a menu template is not used select Serving Groups with Projected Meal Counts and Menu Item Categories with number of Choices specified 3 Click Save Add a new Menu Meal Pattern Data Source Meal Pattern Meal Type site Group USDA Meal Pattern SY 2 Lunch Elementary School y Choose a Template Venu Description Spaghetti Lunch A Vos BERBER RHR BR RBBB RB RRP RRR ee ee eee Ree eRe eRe eRe eRe eee ee eee ee eee Status Jy Is Active a vienu Short Description Spaghetti Lunch as Serving K 5 SAA A E aN aar a Nutrition Analysis Method Weighted Analysis A AAA AAA AAA Projected Servings Count as a Percentage WENHBNHEHNEHNEHNEHNHEHEHNHEENHEHHEHEHEEHEHHEHEHEHEEHENHEHEHHEHEHENHEEHEHEEHENHEHENHEHEHENHEENHEHEHHEHEEHEHEHEHEEHEHEHEHEHEHNM B L ienu Item Categories Entrees Fruits Milk EEHEHE
107. ecipes linked to an Inventory item to support ordering of Recipe ingredients through a common purchasing system Menu Items When the Inventory module is not used Purchase Items are added manually and provide recipe costing information through input of Fair Market Value Standard Price for each item Purchase Items Purchase Items Page Purchase Items Data Source Local y Purchase Items Add new record Fair Market Value Standard Price DataSource Broken Unit Broken Unit Size Broken Unit Weight 8 000000 ounce 1 MILK 8 OZ A i 1 MILK 8 OZ CARTON Loca Carton 8 0000 ounce CARTON 1 MILK GALLON Local gallon 1 0000 quart 1 MILK GALLC ALMONDS SLICED ALMONDS SUC NATURAL Local Case bag ANIMAL CRACKERS Local Case Package APPLES Red Delicious Local Case POUND APPLES SLICED Local E C CANNED 106003 zs T APPLES SLICED SOLID PACK 206008 Loca Case CAN APPLESAUCE 206010 Local Case no 10 can APRICOTS CUPS FRZ Local Case Cup ASIAN BASE SAUCE Local Case Bag 10 a 2 2 3456789 10 gt m Page size 10 1 0000 pound 1 0000 ounce 1 0000 pound 1 0000 no 10 can 1 0000 Can 104 0000 ounce 4 5000 ounce 5 0000 pound 1 000000 pound 1 000000 ounce 1 000000 pound 100 000000 ounce 104 000000 ounce 4 500000 ounce 5 000000 pound By default on the Purchase Items page Data Source is set to local Cybersoft Technol
108. eemed Page 194 PrimeroEdge Menu Planning User Manual Cybersoft Technologies PrimeroEdge Menu Planning User Manual Appendix A Working with PrimeroEdge Tour the PrimeroEdge Dashboard The Dashboard page appears after a successful login This page 1s accessed at any time by clicking Dashboard on the top navigation menu Dashboard selection Announcements group My Messages group Primero Dashboard Mess ges MyProfile Training Point of Service Free amp Redi ced Financials Inventory Menu Planning Production Temperature lracker System LII S RRA AAA Dashboard Announcements My Messages Date Title 8 9 2010 Updated FRE Manual 2 14 2011 Order 10228 approved 2 14 2011 Order 10239 approved 2 8 2011 Order 10213 approved 1 11 2011 Order 10007 approved Announcement link Message link Dashboard Groups The Dashboard offers two groups Announcements general messages for all users of Primero My Messages specific messages to you about items in Primero Clicking a link in the Title column in either group displays the View Message popup Primero View Message E Primero View Message Date 12 30 2010 Date 8 9 2010 From System Message From Cybersoft Support Subject Temporary Approval Expiration Title Updated FRE Manual The following number of Temporary Approvals are expiring in the next 7 days lol Y
109. eese Recipe Search Add Recipe Recipe List Recipe Search Criteria Recipe Code Recipe Name C Include discontinued recipes Data Source ALL LR100342 CN Sweets US v Total 3 Items next 10 Recipe Search Recipe List Add Recipe Recipe Search Criteria Recipe Code Recipe Name C Include discontinued recipes Tags Data Source CN Sweets CN Desserts y ALL y Boney Cobbi Ingredient 11 Matching Criteria OExact Match Smart Sear Recipe List Calculate missing Purchase Items Re calculate SI Recipes Re calculate Weights Re calculate Nutrients Re calculate all Purchase Items Number of Recipe Code Name Serving Size Type m m Source Y obbler C 01A 5 50 Local Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 203 Appendix A Working with PrimeroEdge PrimeroEdge Menu Planning User Manual Managing Tags for an Ingredient Ingredient tags can be managed through the Tags group on the General tab on the Ingredients page or Recipe page Tags can be added or removed To manage Tags 1 ClickEdit 4 2 Click Remove Tag El next to a tag to remove 3 Enter or select a tag and click Add Tag T to add 4 Click Update W 5 Click Ok Tags Enter the name of the tag or select from the list T a A Dessert E l CN Snac
110. eese Sandwich K 8 Hamburger Hamburger On Bun 2 oz MMA 2 WG Hot Dog w bun E 2pcs Sandwich PBJ WG MMA Carrots Baby Fresh Peeled Veg RO Corn Seasoned Corn With Margarine Veg S Apple Raw Whole with Skin F Oranges Raw All Weties Broccoli Broccoli and Ranch Veg DG Apple Sauce Single Serve Cups Loose Pack Cases K Apple Baked W Cinnamon F Hamburger Hamburger On Bun 2 oz MMA 2 WG Sandwich PBJ WG MMA Carrots Baby Fresh Peeled Veg RO Corn Seasoned Corn With Margarine Veg S ople Raw Whole with Beverage Milk Variety 133 8 oz Servings Milk F Page 126 PrimeroEdge Menu Planning User Manual Cybersoft Technologies PrimeroEdge Menu Planning User Manual Chapter 4 Reports Generating a Menu Calendar Nutrients Report To generate a Menu Calendar Nutrient report 1 Select Meal Type Site Group and Menu Line select Site and Calendar Month if needed 2 Select Menu Calendar Nutrients 3 Select a Serving Group and change the Nutrient Option if needed Menu Calendar LGA OA QQ DQO OEA A IAS 00 9 0 007 gt Meal Type Site Grou Site et 2 q PEE E EE Lunch Elementary School Y zi B I mmc A alg e e e Menu Line Calendar Month itil Regular September 2013 e e e Menu Calendar Nutrients Soco coco coco co co oo co co co co co coco cooo ooa 0 0 0 0 0
111. ek is set to 5 five All other criteria are set to SELECT or are blank Page 104 PrimeroEdge Menu Planning User Manual Cybersoft Technologies Section 3 Menus Page Functions Apply Click to display all Menu Cycles in the Available Menu Cycles list that match the selected search conditions Generating a Multi Line Analysis To perform a Multi Line analysis 1 Select Meal Pattern Meal Type and Site Group 2 Change the Days in Week enter a Menu Cycle Name and select Include Discontinued Menu Cycles if needed 3 Click 4 Click in each Menu Cycle listing to include in the analysis select Menu Cycle weeks 1f needed 5 Click Recalculate selected Cycles Multi Line Analysis Meal Pattern Meal Type site Group USDA Meal Pattern 5Y 2 Lunch x Elementary Scheoll a ays in Week Menu Cycle Name i E Include Discontinued Menu Cycles FOCO un Name Week Selected Delete Sandwich Line 1 iH Regular Line 1 ee Recalculate Selected Cycles Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 105 Section 3 Menus Viewing Nutrients and Food Components for a Multi Line Analysis The Multi Line Analysis display includes a Standard Nutrients footer This footer provides one tab of nutrition information for each serving group e Nutrient values th
112. enu Items on Menus for a selected date range Ingredient List Menu Calendar Menu Item Nutrients Allergen Chart Page Allergen Chart select a Report All Active Menu Items O Menu Items on Active Menus C29 Menultems an Menus for a timeframe Generate Report By default on the Allergen Chart page All Active Menu Items report option is selected Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 121 Chapter 4 Reports PrimeroEdge Menu Planning User Manual Generating an Allergen Chart To generate an Allergen Chart 1 Select one report option 2 Ifthe Menu Items on Menus for a timeframe option is selected enter or select a beginning and ending date 3 Click Generate Report Allergen Chart Select a Report 2 All Active Menu Items 5 Menu Items on Active Menus Menu Items on Menus for a timeframe e SA 00009 From Date To Date 12 1 2013 12 31 2013 e http 9 reportviewer aspx Internet Explorer Lol jme id 4E esb b Find Next lb 7 Generated on 11 19 2018 02 44 PM Allergen Chart Edge County Schools From Date 12 1 2013 To Date 12 31 2013 Chicken Patty Gold Kist Farms Whole Grain Fully SR101467 Grilled Cheese Sandwich K 8 LR 1001 Hamburger Hamburger On Bun 2 oz MMA 2 WG SR100229 Hot Dog w bun amp 2pcs SR100033 Peanut Butter and Jelly Sandwich Elementary L
113. enu Planning User Manual Displaying Meal Pattern Details To view Meal Pattern details 1 Expand a Meal Pattern listing in the Meal Pattern List 2 Click a Serving Group Name link 3 Click the Meal Service tab to view nutrient and food component requirements A Refresh Cybersoft 5 25 2011 11 53 gt USDA Modified RDA Age Based False dud AM Cybersoft 5 25 2011 11 53 USDA Standard RDA Age Based Fal gt ndar ge Base alse I AM Cybersoft 5 25 2011 11 53 Adults 51 Age Based False 3 support AM Grade True Cybersoft 5 25 2011 11 53 Based Support AM Y 2012 Grade Cybersaft True 5 4 2012 3 15 PM Based Support PM Breakfast Lunch Breakfast Lunch Breakfast Lunch Breakfast Lunch Ala Carte Breakfast Lunch K 8 Breakfast Lunch Edit Serving Group lt lt Back To Meal Pattern Meal Pattern USDA Meal Pattern SY 2012 2014 Breakfast Lunch Y Breakfast Lunch Services FE Kcal 350 000 500 000 Group Name K 5 Sfat q 10 000 calories Fruits cups Fruit Fruit Juice only Fruit J Fluid Milk cups MILE F Varieties of Milk MILK V Grains oz eq Grains 7 000 10 000 Whole Grain Rich MG 50 000 Grains oz eq Grain Based Dessert Grain D 2 000 Meat Meat Alternates oz eq Meat MA 0 000 Page 186 PrimeroEdge Menu Planning User Manual Cybersoft Technologies PrimeroEdge Menu Plann
114. enu Template Menu Template details can be changed except for Meal Pattern and Meal Type To update a Menu Template Click the Menu Template Name link 1n the Menu List 2 Make changes to Site Groups Menu Description Tags Serving Groups and Projected Serving Counts Menu Item Categories and choice s and Menu Items and Menu Item counts as needed 3 Click High School Breakfast USDA Meal Pattern SY 2012 2014 id September Menus A Eg pest y 000000000000000000000090 Data Source Meal Pattern Meal Type e Site Group NNI WOOD Local v USDA Meal Pattern SY 2 Breakfast Y High School 00000000000000000000000 0000000000000000000000000000000000000000000000000000000000000000000000 Tags Menu Description September Menus Enter the name of the tag or select from the Is Active Menu Short Description September Menus Nutrition Analysis Method Weighted Analysis Projected Servings Count as a A Percentage Menu Item Categories SC Brkfst Meals SC FRUIT SC MILK Serving Groups 9 12 Add Standard Menu Items v Category SC MILK Choose 1 MILK 1 MILK F I TE B 690000000000000000000000 ce 0 0 00000000000 0 0 0 Page 152 PrimeroEdge Menu Planning User Manual Cybersoft Technologies PrimeroEdge Menu Planning User Manual Section 5 Configuration Discontinuing a Menu Template Menu Templates are never removed However a Menu Template can be discontinued o
115. eport displays either detailed nutrition information for all nutrients or simplified information that includes Calories Saturated Fat Calcium The default selection is All which is set through the Default Nutrients Option system setting Highlighted report values include Nutrient values that fall below the requirements for a food component are highlighted in Nutrient values that fall above the maximum nutritional requirements are highlighted in message in the Milk V column indicates that the requirement for providing at least two choices a variety of milks in each meal service has not been met To view Standard Nutrient details for a Serving Group 1 Display the Standard Nutrients footer for a menu and select a serving group 2 Select a Nutrient Option 3 Click Nation Report Standard Nutrients 550 00 lt 10 00 x 650 00 of Calories E i 10 000 0 E E Standard Nutrients Veg Veg Veg Veg V D osmo mit ves V VE V Yer G Gi DAS E IA EBENHNEHNEHNHNEHNEHNHEHNEHNEHNHEHEHHEEE Standard 750 00 10009 __ P sel sal sl a Value 850 00 of Calories 7 2200 gt 3000 0 500 0 500 57 602 95 41000 15 000 f 3 000 19 500 7 500 3 000 Actual Value EPLETTAC of 403 28 Calories Total Page 108 PrimeroEdge Menu Planning User Manual Cybersoft Technologies Section 3 Menus P 2 http reportviewer aspx Windows Internet Explorer id 4 1 of2 gt b
116. er Menus AS Data Source Meal Pattern Meal Type Site Grou Local tUsDA Meal Pattem SY 2 Breakfast Middle School t Tags e e e e e e e Menu Description October Menu Template Enter the name of the tag or select from the y d e e e e Status V Is Active Menu Short Description October Menus Nutrition Analysis Method Weighted Analysis Projected Servings Count as a Percentage Menu Item Categories SC Brkfst Meals SC Fruit Sg Milk T 1 Serving Groups 9 12 gt e e Menu Costing 3 6 az Precooked Breaded Pm z z Y eSC BkfstEntree portions LR300035 3 5 8 Ounce Bagel Half Bake Crafters Individually Wrapped as served LR300043 Bagel 100 Whi Wheat sliced Fzn Coaked LR300043 Bagel Blueberry Swirl Sliced Fzn Cooked LR30004 7 Bagel Cinn Raisin sliced fzn cooked LR300048 Cereal Bar Apple Cinnamon Bake Crafters Individually Wrapped as served LR300044 Cereal Kashi Hot Cereal Heart to Heart Instant Datmeal Raisin Spice THIEL Jn Poesen 200 Menu Template October Menus Data Source Meal Pattern Meal Type Site Group Local y USDA Meal Pattern SY2 Breakfast Middle School Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 151 Section 5 Configuration PrimeroEdge Menu Planning User Manual Updating a M
117. ergy 360 kcals 720 000 kcals Total Fat 16 g 40 00 32 000 g Saturated Fat 15 g 375 3 000 g Trans Fat 0 g 0 000 g Cholesterol 70 mg 140 000 mg Sodium 480 mg 960 000 mg Carbohydrate 53 g 58 89 106 000 g Total Dietary Fib 3 g 2 6 000 g Protein 6 g 667 12 000 g 5 Iron 144 mg 8 00 96 2 880 mg Calcium 0 00 mg 0 00 56 z 0 000 mg Vitamin A RE Y RE M RE Vitamin A IU 100 00 IU 2 00 z 200 000 IU Vitamin C 12 mg 2 00 2400 mg Moisture Y g M g Ash V g 7 AAA AAA 22 000 calorie diet Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 39 Section 2 Ingredients Tab 4 Menu Item A Menu Item is created from a recipe One or more Menu Items are placed on Menus To create a Menu Item 1 Select a Menu Item Category 2 Enable options as needed e Preparation Site Item when the Menu Item is to be produced by a Preparation site e Show In Summary when only the Menu Item name is to be shown on the Menu Calendar report when the Show Summary Items Only option is selected on the Menu Calendar page also specifies to show the item in the month calendar view in ParentOnline this controls the amount of information shown for large menus 3 Select a Leftover Category enter the Maximum Carryover Days 1f Carryover 1s selected a default maximum number of Carryover Days can be set through the Menu Items
118. ervice has not been met To view Standard Nutrients for a Serving Group 1 Display a menu and click Show Hide Standard Nutrients Footer E 2 Click a tab to view nutrients for a different serving group ES lad SC Chef Sala Veg RO 1 2 Veg BP 1 2 Fruit SC Chicken Salad 2 Meat MA 12 Ounce 12 Ounce Standard Nutrients 1 m Show Hide Standard Nutrient Footer Standard Nutrients FE Kcal Sfat g i Veg Grains Meat MA Standard Value 600 00 700 00 lt 10 00 of Calories gt 0 500 gt 0 750 gt 1 000 gt 1 000 Actual Value 0 00 0 00 1 000 2 000 0 000 2 000 0 000 1 000 2 000 of Calories Total Page 72 PrimeroEdge Menu Planning User Manual Cybersoft Technologies Section 3 Menus To view Standard Nutrients details for a Serving Group 1 Display a menu and click a tab to view nutrients for a serving group 2 Click Show Hide Detailed Nutrient Information 3 Scroll to view Food Component details Standard Nutrients Higi Show Hide Detailed Nutrient information Meat MA MILK F gt 1 000 MILK V Standard Value 10 00 of Calories 600 00 700 00 0 00 gt 1 000 Actual Value 0 00 1 000 2 000 1 000 2 000 1 000 Pass of Calories Total Mutrition facts Standard Value Actual Value FE Kcal 350 00 500 00 339 17 Fat q 4 00 Sfat g lt 10 00 of Calories TFat g F Chal mg e Nu
119. f nutrients for each menu Ingredient List item served on each day for a selected month site Site Group Meal Type and Menu Line o 1 Menu Item Nutrients Menu Calendar Page Menu Calendar co A Meal Type Site Group Site SELECT v SELECT Menu Line Calendar Month July 2013 Menu Calendar Report Show Summary Items Only CO Menu Calendar Nutrients Serving Group Nutrients Option 7 All By default on the Menu Calendar page Meal Type and Site Group are set to SELECT Site and Menu Line are blank empty Calendar Month is set to the current month and year Menu Calendar Report option is selected Show Summary Item Only option is selected display only the name for menu items that have Show in Summary selected on the Menu Item tab on the Recipe page see Chapter 1 Ingredients gt Creating a Menu Item on page 40 Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 125 Chapter 4 Reports PrimeroEdge Menu Planning User Manual Generating a Menu Calendar Report To generate a Menu Calendar report 1 Select Meal Type Site Group and Menu Line select Site and Calendar Month if needed 2 Clear Show Summary Items Only to include detailed Menu Item descriptions Menu Calendar zu y e Meal Type Site Group _ Site E Lunch Elementary School ALL B e Menu Line Calendar Month Regular Septe
120. fters Ingredient Name Commodity Recipe Code bagel Quick Ingredients Data Source Local Ingredient v Auto Save when switching tabs No prompts General Ingredient Information amp macEenRUDRCE AAA L L m Ingredient Name Hot Dog Required field 2 L ln E eae oW ae m m ete M NNN As Purchased v Page 22 PrimeroEdge Menu Planning User Manual Cybersoft Technologies Section2 Ingredients Tab 1 General The General tab includes basic information about the Ingredient such as the Ingredient Code and Ingredient Name To complete the General tab 1 Create Tags to help narrow a search for the ingredient See Appendix B Working with PrimeroEdge Tools 2 Enter Serving Sizes for specific Serving Groups 3 Set the Preferred Measurement for the default selection when creating Menu Items 4 Click save Quick Ingredients Add Ingredient Data Source Ingredient Loca 11100046 Y Smart Search 4 Auto Save when switching tabs No prompts Name Hot Dog Generate Report General X Nutrients Y Allergens A Buying Guide Labels 0 Ingredient Information Ingredient Code 11100046 Is Active El Ingredient Mame Hot Dog Ingredient Short Name Hot Dog Ingredient Form As Purchased EA Create Recipe AAA AAA AAA AAA 2 Manufacturer George s Pride Tags Product Code GP 034 HD Enter the name of the tag o
121. getables Vegetable Sticks Fresh Salad Bowl Lanz Grain Rice Menu Items are created with a Recipe by choosing a Menu Item Category and setting food component contributions Baked Potato Baked Potato Fillinz Cheddar Cheese Fresh Fruit Selection Strawberry Sorbet Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 13 Section 1 Quick View of Menu Planning Menus amp Menu Cycles After Ingredients and Recipes are added and Menu Items are created from Recipes adding and working with Menus is the next step A Add Menus A menu is added by selecting a Meal Pattern a Meal Type and Site Group Serving Group s are selected and projected meal counts for each are set Menu Item Categories such as Entrees Milk Condiments etc are selected for the Menu and the number of allowable choices from the category 1s set Menu Items in each category are selected individually or all Standard Menu Items can be added by simply clicking a single button Counts are set for each Menu Item Entr es Chicken Curry Vegetables Vegetable Sticks Fresh Salad Bowl Long Grain Rice Baked Potato Baked Potato Filling Cheddar Cheese Fresh Fruit Selection Strawberry Sorbet B Add Menu Cycles E Vegeta Chicken Wegetablq Vegetal ja od Vegetabl amp Two or more menus are grouped into M EE a Menu Cycle A common Menu med na a Cycle includes five menus one for a d Strawberry eac
122. h day of the school week However e gt Menu Cycles can include any number of weeks such as four to handle an entire month of Menus and any number of days per week C Assign Menu Cycles Menu Cycles are assigned to dates on a Menu Calendar One Menu Calendar is created per month for a Site Group Site Meal Type and Menu Line Tempe AAA AA IRL Page 14 PrimeroEdge Menu Planning User Manual Cybersoft Technologies A Strawberry Entr es Chicken f Vegetab Entr es Vegetable Chicken Cur Fresh Salay Vegeta T Long Grait Vegetabaa v bl Fresh Sala Y pcs se k i egetable Sticks Long Grain Baked Po Fresh Salad Bowl Baked Potaty Baked Pa Long Grain Rice Cheddar Cl Baked Potat Fresh Fruit Cheddar Strawberry Baked Potato Baked Potato Filling Fresh Fruit Cheddar Cheese Fresh Fruit Selection _ Strawberry Sorbet Section1 Quick View of Menu Planning PrimeroEdge Menu Planning provides summary and detailed information for Ingredients Menu Items Recipes Food Components and more to aid in developing Menus that meet USDA standards Food Components Standard Nutrients footer Serving Group tab expanded view Menu Menu Cycle Multi Line Analysis Nutrition Report Menu Menu Cycle Multi Line Analysis Food Component Report Menu Cycle Multi Line Analysis Nutrition Summary Report Menu Cycle Reports menu Weekly Nutrient Analysis Nutrients
123. he Recipe or to calculate how much many raw ingredients to order When building this type of Recipe user selects purchase items on the Ingredients tab Dual Entry Recipe recipe is used for both Nutritional Analysis and Production When building this type of recipe user selects either ingredients or purchase items on the Ingredients tab Single Ingredient Recipe recipe is created from a single ingredient such as using the As Purchased Bagel Ingredient to create the Bagel Recipe which in turn allows for creating a Menu Item to be offered for a meal service The default Recipe type 1s set through the system setting Default Recipe Generation Type System gt Management gt System Settings gt Menu Planning gt Category Ingredients Recipe Name Full and complete Recipe description Recipe Short Name Brief shortened form of the full Recipe name Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 209 Appendix B Terms PrimeroEdge Menu Planning User Manual Term Description Serving Size Physical size or weight of a single serving Serving Instructions Specific directions for serving the prepared Recipe item such as Place cake slice in bowl and spoon 1 TBSP sauce over top Tags Identifiers to help find the Recipe through a search function Waste Factor The percentage of waste material that results from the preparation of the Recipe such as after preparing cookies
124. i Line Analysis Publish Menus Assign Menus Page Assign Menus Meal Type Site Group Site Menu Line sucr J sucrT JL y y By default on the Assign Menus page Meal Type and Site Group are set to Select Site and Menu Line are blank Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 93 Section 3 Menus Assigning a Menu Cycle When Menus and Menu Cycles are complete they are assigned to a Menu Calendar Menu calendars are automatically set up by Meal Type Site Group Site and Menu Line These conditions are selected to then display a menu calendar By default the Menu Calendar for the current month is shown To move to a different calendar month use these calendar controls 1 Move back one month H Move to the last viewed future month Move forward one month 44 Move to the ast viewed past month To assign a Menu Cycle to a Menu Calendar pa Select a Meal Type and Site Group and Menu Line select a Site if needed 2 Move to a different calendar month if needed and click a calendar date 3 Select a Menu Cycle in the Menu Cycles list and click e 4 Review the Serving Dates on which the menus will be assigned and click 55 9n Assign Menus Meal Type Site Group Site Menu Line Lunch y Elementary School y ALL z z SELECT Breakfast In Class OLE Taco Bar Pizza Salad Bar Test Line BI 3 Assign
125. i a Find Next il amp tvi Generated on 7 25 2013 8 43 02 AM Menu Cycle Week Nutrient Analysis Report Menu Cycle Name Regular Line Week 1 Salad Line Week 2 Sandwich Line Week 1 o o o o o Site Group Middle School Meal Pattern USDA Meal Pattern SY 2012 2014 Sim pl ifi ed Nutrients O p tion Serving Group K 8 Calculation Method Weighted Analysis Meal Type Lunch Result Fail Sea Fed manm ene utter crees A E E IA cere FE Kcal 600 00 650 00 128 115 63 gt 2 500 2 000 4 500 Sfat 9 lt 10 00 of Calories 57 601 52 gt 3 750 0 000 6 500 Na mg 41 152 86 gt 0 500 5 500 gt 0 750 0 500 gt 0 500 0 500 gt 0 500 0 000 gt 0 500 0 000 Grains 8 000 9 000 0 000 Non WG 0 000 wG gt 50 000 of 0 000 Meat MA 9 000 10 000 1 000 5 500 MILK F gt 5 000 1 000 Fruit J lt 50 000 of 0 000 0 00 Grain D lt 2 000 0 000 Vegetable lt 50 000 of 0 000 0 00 Fail MILK V Legend M Missing Nutrient Values E Serving Size O fiee Category SC Fruit Choose 2 http reportviewer aspx Windows Internet Explorer c5 ES Applesauce mixed berry 72 4 oz cup i4 4 1 of2 b bl Q 100 v Find Next id Xon t en as purchased a LR300063 4 oz Generated on 7 25 2013 8 37 05 AM
126. ical Limit Leading Text Reduce temperature to ritical Limit Opertor PENA Default Critical Temperature idis Critical Limit Trailing Text or lower Bring temperature of food to 20 F within 1 hour Default Corrective Action Display Order 1 onitoring Procedure Observe thermometer onitoring Frequen LE E Pe pigie NANA Update Cargfel 3 Page size 8 items in 1 pages WE Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 179 Section 5 Configuration PrimeroEdge Menu Planning User Manual Deleting a Critical Control Point A Critical Control Point can be deleted only if it is not assigned to a Recipe When a CCP is assigned to a Recipe the Delete El icon does not appear in the CCP listing in the HACCP CCPs Critical control points list To delete a Critical Control Point 1 Click Delete El in a CCP listing in the HACCP CCPs group 2 Click HACCP CCPs Critical control points Add new record g Refresh Added By Cybersoft Support Reduce t turet Freezing Freeze ap ado Bring temperature of food to 20 F within 1 hour Add 20 00 orlower 7 2 ui Delete K 4 Hr M Page size 110 gt 8 items in1 pag gt Freeze deleted successfully HACCP Configuration Data Source Page 180 PrimeroEdge Menu Planning User Manual Cybersoft Technologies PrimeroEdge Menu Planning User Manual Section 5 C
127. imeroEdge Menu Planning Custom processes can be set up if needed HACCP processes are selected when creating a Recipe Refer to page 174 for details on HACCP processes The Holiday Schedule is a calendar where holidays In Service days and other special days are designated on which Meal Service 1s not provided Menus should not be assigned to a Menu Calendar The Holiday Schedule must be set up before assigning Menus to a Menu Calendar so that the menu planner can indicate if when Menus are to be assigned to scheduled holidays See page 181 for the steps to add holidays to the Holiday Schedule Menu Item Categories help to organize Menu Items Menu Item Categories are selected when building Menus along with the number of choices allowed from each category See page 145 for information on Menu Item Categories Site Groups group schools or sites that serve the same menus Menus can be assigned to a Site Group rather than individual schools thus saving time for the Menu Planner Site Groups are used to create a Menu or Menu Cycle to assign Menus to a Menu Calendar and to generate reports for groups of sites See page 161 for site group creation details Menu Lines support offering separate food themes such as Sandwiches Pizza Salads etc where Menus are built around a particular theme Menu Lines are used to narrow menu choices when assigning menus Menu Lines are also specified when configuring a site See page 158 fo
128. ing User Manual Section 5 Configuration Updating Meal Pattern Basis To change Meal Pattern basis 1 Click Edit d in a Meal Pattern listing 2 Change the Meal Pattern name Type or food basis as needed 3 Click Update Meal Pattern 3 Refresh USDA Meal Fa Grade True cyocisDft 5 4 2012 3 15 2012 2014 Based Support PM Cyb ft 7 23 2013 Cyb ft gt Sensitivities i nets ud AE Support 11 16 AM Support 2012 2014 Meal Pattern Sensitivities Is Food Based acd neel mm Meal Pattern has been updated successfully Meal Fattern ES Refresh Sn Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 187 Section 5 Configuration PrimeroEdge Menu Planning User Manual Deleting a Serving Group from a Meal Pattern Serving Groups can be removed only from a custom Meal Pattern To delete a Serving Group 1 Expand a Meal Pattern listing 2 Click Delete El in a Serving Group listing in the Meal Pattern 3 Click to confirm the removal A Cybersoft 5 25 2011 11 53 m Modified RDA AS alg A po Basa Support USDA dE True n 9 4 2017 3 15 2012 2014 Based i pere PM eaisitivities True Grade Cybersoft 7 23 2013 1L16 Cybersoft 7 23 2013 11 46 F TET Based Support AM Support AM a Refresh Serving Group Name Sensitivities OA gt A y d Meal Pattern ins ES Refresh E Age Cybersoft 5 25 20
129. ing module offers four 4 menus 9 Note The menus and menu functions to which you have access are those appropriate for your role with PrimeroEdge Therefore when you log on to PrimeroEdge you may see a subset of the menus shown above or you may not see all of the functions that are reviewed in this manual Page 196 PrimeroEdge Menu Planning User Manual Cybersoft Technologies PrimeroEdge Menu Planning User Manual Appendix A Working with PrimeroEdge Log Out of PrimeroEdge Logging out of PrimeroEdge can be performed from any page To log out of PrimeroEdge e Click Logout Primero Dashboard Messages My F 1 raininc Logout E A RS EA Menu Planning Midi Menu Planning Reports v Temperature Tracker System Ingredients Configuration v o Recipes 9 Menus Nutrient Analysis Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 197 Appendix A Working with PrimeroEdge PrimeroEdge Menu Planning User Manual How to Use This Manual This manual uses style conventions to help you relate what you see in this book to what you see on the PrimeroEdge web site Item Button Clickable icon Clickable link Field name Group name Key name Menu name Menu selection Message Module Name Page name Selection sequence Window name Page 198 Convention Graphic as seen on page Icon name in bold followed by graphic Blue bold italics un
130. ire reci HACCP CCP mes i Specify CCPs for each step Continue cooking food until the internal temperature El Heatto 165 00 F for 15 reaches the required temperature V Cook seconds NENA A RwE amp Tips Comments B5 Waste P Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 35 Section 2 Ingredients Tab 2 Ingredients The Ingredients tab lists all recipe Ingredients and all steps used in the recipe An image of the Ingredient can be uploaded and then displayed on the Ingredients tab by setting the Recipes Display Pictures in Recipes system setting To add an ingredient step 1 Click the Add Step link 2 Select a Purchase Item or Ingredient and enter the Quantity needed Enter Directions 4 Click Recipe Y Auto Save when switching tabs No prompts Name Hot Dog Delight General Ingredients Nutrients Menu Item Allergens A iT ato display NA Y NOAA Purchase Item Only Ingredient Only Ingredient m Y Smart Search Purchase Item Home Run Hot Dog Buns LI100048 Prep Method as purchased Ingredient Name 100 Roll Hot Dog Buns tity nna Quantity 100 000 Roll B Edible Portion Factor 1 y AAA AAA AAA AAA Image a Directions Click to enlarge 1 Open roll 2 2 Place roll on baking sheet zl J Display on Record
131. ish Menus Start Date 7 18 2013 Number of Days Override Existing Menus By default on the Publish Menus page Start Date is set to the current date Number of Days is set to 31 thirty one Override Existing Menus is selected and unavailable Page Functions Click to display all recipe records in the Recipe List that match the set search conditions Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 115 Section 3 Menus Publishing Menus to Parent Online To publish Menus to Parent Online 1 Enter or select the first date of menus to publish in Start Date 2 Enter the total Number of Days to publish 4 Click Publish Menus 1 2 Start D ate 3 125 2013 Elo a Number of Days 1 Override Existing Menus AA AAA AAA AA LAA AAA AAA AA M Publish Menus MA Start Date 7 25 2013 Number of Days 1 Override Existing Menus Menus from 7 25 2013 to 7 25 2013 with override amp Menus 5 Menu Items 10 Calendar Details 7 gt 1 Bu gt Publish Menus N Menus published from 7 25 2015 to 7 25 2013 successfully Publish Menus Start Date 7 25 2013 NumberofDays 1 V Override Existing Menus End of Section gt Page 116 PrimeroEdge Menu Planning User Manual Cybersoft Technologies In this chapter you will learn Y Generate a report of menu items served for a selected month Y Generate a report of menu
132. k Insert Pe S ode Add new record E 120012 Happy Mew Year 11 18 2011 11 28 Phi Tora Merry christmas 11 18 2011 11 28 Ph 12 5 2011 Haliday 11 18 2011 11 28 PM TIS TT NET Holiday 11 18 2011 11 28 PM Holiday Schedule Add new record E Iptian Thetis m m Happy Mew Year 11 18 2011 11 28 Phi Merry christmas 11 18 2011 11 28 PM 12 5 2011 Holiday 11 18 2011 11 28 PM TOPIX SHIT Holiday 11 18 2011 11 28 PM Add new record Description 11 28 2013 Thanksgiving 7 21 2013 6 01 Po 1 2 2012 Happy Mew Year 11 18 2011 11 28 Ph 12 26 2011 Merry christmas 11 18 2011 11 28 Phi 12 5 2011 Holiday 11 18 2011 11 28 PM 11 11 2011 Holiday 11 18 2011 11 28 Phi Page 182 PrimeroEdge Menu Planning User Manual Cybersoft Technologies PrimeroEdge Menu Planning User Manual Section 5 Configuration Updating Holiday Details To change a Holiday description 1 Click ina listing in the Holiday Schedule group 2 Enter or select a date and enter a new Description as needed 3 Click Update Holiday Schedule E Add new record DK 11 28 2013 Thanksgiving 7 21 2013 6 01 PRA 1 2 2012 Happy Mew Year 11 18 2011 11 28 Phi 12 26 2011 Merry christmas 11 18 2011 11 23 PM 12 5 2011 Holiday 11 18 2011 11 28 PM 11 11 2011 Holiday 11 18 2011 11 28 PM Holiday Schedule Add new record TTR 7 sE s o pa AS Happy Mew Year 11 18
133. ks 10 Tags Enter the name of the tag or select from the list F Fale CM Desserts a E CN Snacks 10 E Remove Tag Tags Enter the name of the tag or select from the list tr v x TET Add Ta CN Desserts m El CN Snacks 10 E Tags Enter the name of the tag or select from the list T PE B Le Message from webpage 2 E Are you sure you want to save the Taq Other objects may be F affected Cancel Page 204 PrimeroEdge Menu Planning User Manual Cybersoft Technologies Y Terms Used with Ingredients Y Terms Used with Recipes Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 205 Appendix B Terms PrimeroEdge Menu Planning User Manual Terms Used with Ingredients Term Allergen Allergen Indicator Commodity Recipe Code Data Source Ingredient Name Ingredient Short Name Ingredient Code Ingredient Form Is Active Labels Manufacturer Page 206 Description One of nine 9 substances that most commonly produce a hypersensitive reaction One of three situations in which allergens may be present in Ingredients or Recipes Contains May contain Processed in a facility that also processes allergen USDA code Method or process in which the Recipe is used can be either Local database that includes Ingredients added by the user Child Nutrition database that includes USDA Ingredients Cybersoft da
134. lists on various Production module pages 4 Click Add Menu Item Categories Add Mew Menu Item Category Data Source e Category Description Display Order State Lewel SC Brkfst Meals 0 1 Add 009009000090009009000000900000009000000090000090009900000900900900 s Menu Item Categories Description Display Order Data Source Edit Menu Item Category added successfully Menu Item Categories M Add Mew Menu Item Category Data Source Category Description O Display Order state Level Add Menu Item Categories Description Display Order Data Source SC Bkfst Entree Local SC Brkfst Meals State Level SE i gral Page 146 PrimeroEdge Menu Planning User Manual Cybersoft Technologies PrimeroEdge Menu Planning User Manual Section 5 Configuration Updating Category Details To update Menu Item Category details 1 Click Edit d in a category listing 2 In the editable category listing change the Category Description text 3 Entera new Display Order value if needed 4 Click Update Y Menu Item Categories Add New Menu Item Category Data Source l Category Description 7 Display Order State Level w Add Menu Item Categories aji 1 SC Bkfst Entree Local a SC Brkfst Meals State Level E SE Fruit Local Description SC Bkfst Entree Local An SC Fruit i Update Cybersoft Techn
135. long as the daily and weekly minimums for these components are met and the calories are within the required range If you exceed the weekly maximum for grain and or meat meat alternates your report will say that you fail for those categories but that is acceptable at this time Page 1 of 1 End of Section gt Page 142 PrimeroEdge Menu Planning User Manual Cybersoft Technologies In this chapter you will learn how to Y Create and manage categories of Menu Items Create and manage templates for Menus Add and remove items on the Standard Menu Item list Create and manage Menu Lines for a meal service Add change and remove Site groups NN SN SK S Configure Meal Service types Menu Lines and effective Meal Service start dates for a Site s Create and change Hazard Analysis Critical Control Points and processes used in recipe production Y Set up holidays or special occasion days on a calendar used as a template for Menu Calendars Y Create display and manage Meal Patterns Y Add a new data source and update version data Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 143 Section 5 Configuration PrimeroEdge Menu Planning User Manual Configuration at a Glance Menu Function Description Menu Item Categories Create and update categories for Menu Items Menu Templates Create and manage templates for Menus Standard Menu Items Create and remove
136. loper and not required by USDA for NSMP 2 Please enter either Actual Value or DRV for nutrient Iron 3 Please enter either Actual Value or DRV for nutrient Calcium 4 Please enter either Actual Value or S6DRV for nutrient Vitamin A IU 5 Please enter either Actual Value or DRV for nutrient Vitamin C Page 1 of 1 PrimeroEdge Menu Planning User Manual Cybersoft Technologies Section2 Ingredients Creating a Recipe from a Single Ingredient To set up a purchased item as a Menu Item the purchased item is 1 added as an ingredient and then 2 a recipe 1s created with the Ingredient Two new tabs appear Recipe and Menu Item which allow you to set up the new ingredient recipe as a Menu Item see Section 2 Recipes for information on these tabs This type of recipe is called a Single Ingredient SI recipe To create a Single Ingredient recipe 1 Click Create Recipe 2 Enter recipe information such as Prep Time HACCP Process Tips and instructions 3 Click Ingredient Auto Save when switching tabs _ No prompts Name Hot Dog Generate Report General Nutrients Allergens Buying Guide Labels 1 Ingredient Information Ingredient Code LIL00046 Is Active y Ingredient Name Hot Dog Ingredient Short Name Hot Dog Ingredient Form As Purchased E DS Calculated Weight Per Serving BERBER EER REE ee eee BERHHHHHHHEHEHHEHHHEHEHE amp
137. ls 0 Nutrition Facts Sening Sue 32 5or D g Add Document antaras uote is Uploaded File image_label_hotdog_GeorgesPride A ss m Nutrition Label George s Pr aa one SEE eee Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 27 Section 2 Ingredients Generating an Ingredient List Report The Ingredient List report includes the Ingredient Name Ingredient Code all serving measurements and nutrients values per serving and per 100 grams To generate an Ingredient List report 1 Click 2 Click Print c on the report viewer toolbar Quick Ingredients Add New Ingredient Data Source Ingredient riens 11100046 Y Smart Search Ingredient J Auto Save when switching tabs No prompts Name Hot Dog pS General Nutrients d Allergens Buying Guide d Labels 1 Soms E http j acan MT b e ma E JH 11 1 13 10 9 36 AM ht Ingredient List COUNTY Hot Dog LI100046 Contains Gluten Soy Wheat Processed in a facility that also processes Egg May contain Peanuts Page 28 1 Each Local V1 114 00 Nutrients per 100 g 239 583 6 250 0 000 36 458 531 250 40 625 2 083 M 5 208 0 750 156 250 M 208 333 0 000 Nutrients per 96 Gram 96 000 g A AAA lA AA A ER 230 000 6 000 3 500 0 000 35 000 510 000 39 000 2 000 M 5 000 0 720 150 000 M 200 000 0 000 1 This nutrient was added by the deve
138. m the list Include Discontinued Ingredients Matching Criteria Exact Match Smart Search Ingredients List I dient Short Ingredient Code Ingredient Mame pt ES E Manufacturer ame Commodity Recipe ar Child Nutrition 3 F Apricots raw APRICOTS RAW Database Child Nutrition Arrowroot raw ARROWROOT RAW Database iboke w blue BRD ARTCK BLUE zy Child Nutrition Matanza By default on the initial Ingredients page Data Source is set to ALL Smart Search is enabled check mark added to look for the entered string anywhere in the Ingredient name All remaining search conditions are blank or not enabled Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 19 Section 2 Ingredients Page Functions Button Link Add Ingredient Apply Reset Ingredients List Column Header Ingredient Code Ingredient Name Ingredient Short Name Manufacturer Commodity Recipe Code Stock Item Data Source Status Page 20 Description Click to display the Quick Ingredients page to enter a name for a new Ingredient Click to display a list of Ingredients that match the selected conditions Click to return all settings in the search condition fields to the default values Description Code to identify Ingredient code may be either automatically assigned by the system or may be a custom code entered by the user
139. mart Search is enabled check mark added for Ingredient Matching Criteria is set to Smart Search Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 31 Section 2 Ingredients By default all active recipes that meet the search criteria are included in the search results To also include inactive recipes in the search results enable the Include Discontinued Recipes option add check mark Page Functions Button Link Description Add Recipe Click to display the Quick Recipes page to enter a name for a new Recipe Apply Click to display all Recipe records in the Recipe List that match the set search conditions Reset Click to return all search criteria fields to the default settings Recipe List Listings Recipe List i N f Recipe Code Name do Type umber M Source Size Servings LR300069 Hot Dog 1 Each Single Ingredient 1 Loca LR300070 Hot Dog Delight 1 Each Dual Entry 100 Local LR300073 Hot Dog Heaven 1 Each Dual Entry 100 Loca Hot Dog Nutrient Analysis 1 Each Nutrition Analusi Column Header Description Recipe Code Code assigned when the Recipe is created Name Recipe Name Serving Size Preferred serving measurement Type Recipe type can be one of the following Nutrition Analysis uses Ingredients set up in Menu Planning Production uses Purchase Items which are Ingredients linked to Inventory items in the Inventory module Dual Entry uses Ingredients and o
140. mber 2015 E gt e 00000000000000000000000000000000000000000000000000000000 amp Menu Calendar Report Show Summary Items Only D Menu Calendar Nutrients Serving Group Nutrients Option SELECT All wi id 4n oa dD bi Find Next ib Generated on 11 19 2013 10 52 07 AM Menu Calendar Report December 2013 Edge County Schools School GEORGE WASHINTON ELEMENTARY Site Group Elementary School Meal Type Lunch Menu Line Lunch Pizza Line Grilled Cheese Sandwich Grilled Cheese Sandwich Grilled Cheese Sandwich Grilled Cheese Sandwich Grilled Cheese Sandwich K 8 K 8 K 8 Sandwich PBJ WG MMA Sandwich PBJ WG MMA Sandwich PBJ WG MMA Sandwich PBJ WG MMA Sandwich PBJ WG MMA Carrots Baby Fresh Carrots Baby Fresh Carrots Baby Fresh Carrots Baby Fresh Carrots Baby Fresh Peeled Veg RO Peeled Veg RO Peeled Veg RO Peeled Veg RO Peeled Veg RO Corn Seasoned Corn With Corn Seasoned Corn With Corn Seasoned Corn With Corn Seasoned Corn With Corn Seasoned Corn With Margarine Veg S Margarine Veg S Margarine Veg S Margarine Veg S Margarine Veg S Apple Raw Whole with Apple Raw Whole with Apple Raw Whole with Apple Raw Whole with Apple Raw Whole with Skin F Skin F Skin F Skin F Skin F Oranges Raw All Oranges Raw All Oranges Raw All Oranges Raw All Oranges Raw All Commercial Varieties F Commercial Varieties F Co
141. mentary School Number of Weeks Days per Week Page 82 PrimeroEdge Menu Planning User Manual Cybersoft Technologies Section 3 Menus Meat Meat Alternate Grain Substitution Grain contributions can be substituted for Meat MA meal contributions for a Breakfast Menu Item To substitute a Grain contribution for a Meat MA contribution 1 Display Menu Items for a Breakfast Menu Menu Items that provide Meat MA or Grains contributions will show an available drop down list 2 Select a substitution 3 Click Menu Items Category SC Brkfst Meals Choose 1 quM EI L Beef sandwich steaks flaked chopped formed and thinly sliced 2 WG eef sandwich steaks flaked chopped formed and thinly sliced raw T i Meatia V Saree 21 4 Non WG mures Using Master Mix B 05A 2 Meat MA Burrito Bean amp Cheese Individually Wrapped Fernando s School Service 5 75 oz as 1 1 4 Veg O Total Category SC Milk Choose 1 SC Low Fat Milk Unflavored 1 MILK F 5C Skim Milk Unflavored 1 MILK F Total Menu Info Add a new Menu Menu Hot Brkfst Data Source Meal Pattern Meal Type Site Group Local USDA Meal Pattern SY 27 Breakfast Elementary School id Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 83 Section 3 Menus Viewing Menu Cycle Nutrients and Food Components Each menu cycle display includes a
142. mentary School Regular Plan Incomplete 5 2 2013 Thursday Elementary School Regular Record Complete 4 50 2013 Tuesday Elementary School Regular If today is July 22 2013 7 22 2013 you see that three of the six listed dates are in the future 1 e can be changed The three menus listed for April and May could not be modified Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 63 Section 3 Menus To edit a Menu with Menu Calendar assignments 1 Display a Menu and click 2 Select the dates to modify on the Menu Calendar 3 Click 4 Make changes to the Menu and click EI y Menu Info Add New Menu A This menu has been assigned to current past dates on the menu calendar and hence cannot be modified Please click Edit to view the options of editing this menu on select dates All future calendar assignments Show Calendar Menu Calendar Only dates on which modifications are allowed are displayed E Production Status Serving Date Ste Group W ein incompiete 9 9 2013 Elementary Schoo Regular E E Plan Incomplete 8 28 2013 Elementary Schoo Regular E ig Plan Incomplete 8 2 2013 Elementary School Regular Name for the copy Fiesta Lunch II Short Name for the copy Fiesta Lunch Il Changes are applied only to 9 17 2013 9 12 2013
143. mmercial Varieties F Commercial Varieties F Commercial Varieties F Milk 1 Lowfat Milk Milk Milk 1 Lowfat Milk Milk Milk 1 Lowfat Milk Milk Milk 1 Lowfat Milk Milk Milk 1 Lowfat Milk Milk Milk Chocolate Fat Free Milk Chocolate Fat Free Milk Chocolate Fat Free Milk Chocolate Fat Free Milk Chocolate Fat Free Turner Dairy Milk Turner Dairy Milk Turner Dairy Milk Turner Dairy Milk Turner Dairy Milk 9 Dec 10 Dec 11 Dec 12 Dec 13 Dec Pasta Spaghetti and Meat Pasta Spaghetti and Meat Pasta Spaghetti and Meat Pasta Spaghetti and Meat Pasta Spaghetti and Meat Sauce Ground Turkey W Sauce Ground Turkey W Sauce Ground Turkey W Sauce Ground Turkey W Sauce Ground Turkey W Pasta Spaghetti and Pasta Spaghetti and Pasta Spaghetti and Pasta Spaghetti and Pasta Spaghetti and Meatballs MMA Non WG Meatballs MMA Non WG Meatballs MMA Non WG Meatballs MMA Non WG Meatballs MMA Non WG Veg R Veg R Veg R Veg R Veg R 16 Dec 17 Dec 18 Dec 19 Dec Grilled Cheese Sandwich Chicken Patty Gold Kist K 8 Farms Whole Grain Fully 20 Dec Chicken Patty Gold Kist Farms Whole Grain Fully Broccoli Broccoli and Ranch Veg DG Apple Sauce Single Serve Cups Loose Pack Cases K Apple Baked W Cinnamon F Beverage Milk Variety 133 8 oz Servings Milk Beverage Milk Variety 61 8 oz Servings Milk Grilled Ch
144. n Hot Dag Name Blue Ribbon Hot Dog General Nutrients Allergens Y Buying Guide Labels 1 Ingredient Information g Copied from Ingredient LI100046 Local mingredient Code 11100047 z AAA AAA Ingredient Name Blue Ribbon Hot Dog Ingredient Short Name Blue Ribbon Hot Dog Ingredient Form As Purchased a as Pride Tags Page 30 PrimeroEdge Menu Planning User Manual Cybersoft Technologies Section2 Ingredients Recipes allows you to Ingredients Search for a Recipe using single or multiple search criteria Ingredients Add new Recipes or copy existing Recipes Maintain Recipe data Create Menu Items with a Recipe Generate a Nutrition Report nutrient data for a Recipe Purchase Items Generate a Recipe Report all Recipe data Scale a Recipe by batch or by servings Recipes Page Recipes Add Recipe Recipe Search Criteria Recipe Code Recipe Name l l Include Discontinued Recipes Tags Data Source Enter the tag names separated by a gt ALL Ingredient J Smart Search Matching Criteria Exact Match Smart Search Recipe List a Number Recipe Code Name Size ng Type of Source Servings LY LY F4 Y 1 CN LR300008 Apples dried sulfured uncooked Ring Single Ingredient 1 Oybersoft aaplesauce Cake C 03 z O Cybersoft By default on the Recipes page Data Source is set to ALL S
145. nerating a Menu Cycle Week Nutrient Analysis Report The Menu Nutrient Analysis Report displays either detailed nutrition information for All nutrients or simplified information that only includes Calories Saturated Fat Calcium Highlighted report values include Nutrient values that fall within the requirements for the week are shown in green in the Actual Value column Nutrient values that fall outside above or below the requirements for the week are shown in red in the Actual Value column The default Nutrient Option selection is All the default value for this selection is set through the Default Nutrients Option system setting To view Standard Nutrients analysis for a Serving Group 1 Show the Standard Nutrients footer for a menu 2 Select a Serving Group if needed 3 Select a Nutrients Option if needed 4 Click Nutrition Report Standard Nutrients dx oM EDS Show Hide Detailed Nutrient information Lan Nutrition Summary Report Food Component Report E Ks 2 z i Sfat g Fruit Veg 550 00 lt 10 00 of gt 8 000 8 000 gt s lt 50 000 650 00 Calories t y of 10 000 5 000 of 96 of 498 55 8 70 EEG f 6000 1750 0 0 000 15 56 0 00 4 Standard Nutrients Nutrition Report utrition Summary Report Food Component Report IN M cot MA ees I gt 550 00 lt 10 00 of __ E 8 000 gt lt 50 000 65
146. not be determined how long A ea Hold at lt Hold igno the food temper mia Ls Cybersoft Support Added on 7 22 2011 Heatto lt 165 00 F for Continue cooking food until the internal temperature Cookin Cook 2 15 seconds reaches the required temperature K nas MJ Page size 7 items in 1 pages Page 174 PrimeroEdge Menu Planning User Manual Cybersoft Technologies PrimeroEdge Menu Planning User Manual Section 5 Configuration Adding a HACCP Process To add a HACCP process 1 Click Ens new record 2 Entera name for the process in Process Description and a brief name in Short Name 3 Click Insert HACCP Processes ER new record EN Refresh BHBHRHEHESG BERBER RRR RRR ee eee ee Process Description Cook and Freeze M Lor Name car x mmm mmm mmm Insert Cancel 1 No Cook Mo Cook Cybersoft Support 7 22 2011 7 55 PM pF E Process 2 Same day service Same day service Cybersoft Support 2 22 2011 7 59 PM F Process 3 Complex food Complex food Cybersoft Support 7 22 2011 8 02 PM pF M m Sit Page size 10 7 3 items in 1 pages Y NIE amp F added successfully HACCP Configuration En Data Source HACCP Processes Add new record ES Refresh Some basea heat Maison De Dee Cook and Freeze CAF Cybersoft Support 7 22 2013 amp 37 PM Process 1 No Cook No Cook Cybersoft Support 7 22 2
147. nt for the Menu Item Meal Contributions View only Lists all food components contributed by the Menu Item to a meal Allergens View only Sortable all allergens associated with the menu item Data Source View only Sortable data location database of recipe associated with the menu item Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 47 Section 2 Ingredients Searching for a Menu Item A search for a Menu Item can include five different search criteria In addition Ingredient Code and Recipe Code can be set to use Smart Search or Exact Search methods Clearing the Smart Search option sets the search method to Exact Search Exact Match make only an exact match with the entered text or selected conditions no variations of text strings will be matched 1 e applying an Exact Match for bagel will not match records with the strings bagels bagel half sliced bagel etc Smart Search make matches with any string that includes the entered string any variation will be matched 1 e applying a Smart Search for bagel will match records with the strings bagels bagel half sliced bagel etc By default all active Menu Items that meet the search criteria are listed in the search results To include inactive Menu Items enable the Include discontinued Menu Items option add check mark To search for a Menu Item 1 Enter one or more search criteria 2
148. ntary School Lunch 2 5 USDA Meal Pattern SY 2012 2014 Local Sandwich Line Elementary School Lunch 1 5 USDA Meal Pattern SY 2012 2014 Local By default on the Menu Cycles page Data Source Meal Pattern Meal Type and Site Group are set to ALL Name is blank Include Discontinued Menu cycles is cleared Page 78 PrimeroEdge Menu Planning User Manual Cybersoft Technologies Section 3 Menus Searching for a Menu Cycle Five separate search conditions can be used to narrow your search for a Menu Cycle or group of menu cycles By default active Menu Cycles are listed in the search results To include inactive Menu Cycles select the Include Discontinued Menu Cycles option To search for a Menu Cycle 3 Select or enter one or more search conditions 4 Click Apply Add a new Menu Cycle Menu Cycles EENEENEHNENHEHNHEENEHHEHEHEENHEENHEHEEHENHEENHEHEEHEHEHENHEHEHHEHEEHENHEENEHEENHEENHEHEEHEENHEENHEHEEEHEENEEHEHEHHEHENHEHEHHEHEHENHEHENHEHEEHEHEHENHEHEHEHEHEHEHEEHJ Data Source Meal Pattern Meal Type Site Group i Breakfast x EE EAKAK lt MMM I USDA Meal Pattern SY 2 7 Elementary School lil 4 Mame 1 i Bagel Include Discontinued Menu cycles 1h Menu Cycle List Name Number of Weeks Number oWDay Menu Cycles Add a new Menu Cycle Data Source Meal Pattern
149. nter or select one or more search conditions 2 Choose a Matching Criteria 3 Click Ingredients Add Ingredient L Ingredient Code Ingredient Name bagel L Product Code Stock Item L Tags M CN breads a ll le a a z Matching Criteria Exact Match Smart Search Commodity Recipe Code Manufacturer Brand Bake Crafters Data Source Child Nutrition Database x y Include Discontinued Ingredients Bagel Half Bake Crafters Individua Wrapped as served Bagel Blueberry Sliced Bake Crafters Individua Wrapped as served BAGELS BLUEBERRY SLICED IW Bagel Cinnamon BAGELS Raisin Sliced CINNAMON BAGEL HALF Commodity Recip code Stock Item Bake Crafters Child Nutrition Food Company Database IW Bake Crafters Child Nutrition Food Company Database Bake Crafters Child Nutrition RAISIN SLICED Food Company Database Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 21 Section 2 Ingredients Adding a New Ingredient To add a new Ingredient you only need to enter a name for the Ingredient Clicking automatically applies an Ingredient Code and marks the ingredient as Active Several new tabs appear on which you will enter data for the new Ingredient To add a new ingredient 1 Click the Add Ingredient link 2 Enter the Ingredient name and short name 3 Click Ingredients Add gun Manufacturer Brand Bake Cra
150. ogies PrimeroEdge Menu Planning User Manual NATURAL ANIMAL CRACK APPLES Red Del APPLES SLICED CANNED 10600 APPLES SLICED PACK 206008 APPLESAUCE 2C APRICOTS CUPS ASIAN BASE SA Page 49 Section 2 Ingredients Page Functions Button Link Description Apply Click to display all recipe records in the Recipe List that match the set search conditions Purchase Items Listings Purchase Items Add new record Refresh Broken Units per Whole Unit Fair Market Value Standard Stock Item it Delete Price Description DataSource Whole Unit Broken Unit Broken Unit Size Broken Unit Weight T og 1 MILK 8 OZ 2 CARTON gt 1 MILK 8 OZ CARTON Loca gt 1 MILK GALLON ca 1 MILK GALLON 1258 ALMONDS SLICED m NATURAL Header Name Data Type Description Description View only Sortable ingredient short description Data Source View only Data location database of purchase item Whole Unit View only Description of a purchasable unit sold as one Broken Unit View only Description of the individual units that make up a whole unit Broken Unit Size View only Quantity of an individual unit Broken Unit Weight View ony Weight of an individual unit Broken Units per View only Total number of individual units that make up a whole Whole Unit unit Fair Market Value View only Price of one whole unit of the purchase item that an Standard Price interested buyer would be willing to pay Stock Item Cli
151. ologies PrimeroEdge Menu Planning User Manual Page 147 Section 5 Configuration PrimeroEdge Menu Planning User Manual Menu Templates Configuration Menu Item Categories Menu Templates Standard Menu Items Menu Lines Site Groups Menu Templates Page Menu Templates Add a new Template a z Au Tags Enter the tag names separated by a gt Elementary B amp L Menu Template Elementary Breakfast Menu Template gt H5 Breakfast Menu Template Data Source Meal Pattern Menu Templates support the creation of menus more quickly A Menu Template is a base of all Menu details shared by all or most Menus such as Serving Groups and Menu Items Rather than performing repetitive actions for each new Menu a Menu Template allows you to perform the actions once and then make a copy for new Menus Meal T e Site Grou alt 5 Aim Fl Include Discontinued Templates Apply Meal Type Meal Pattem Elementary School Breakfast Lunch USDA Meal Pattern 5Y 2012 2014 Elementary Schools Site Group Breakfast USDA Meal Pattern 5Y 2012 2014 High School Breakfast USDA Meal Pattern SY 2012 2014 Middle School By default on the Menu Templates page Meal Pattern Meal Type and Site Group are set to ALL Tags and Name are blank empty Include Discontinued Templates is cleared Page 148 State Level State Level Local State level2
152. onfiguration Holiday Schedule Holiday Schedule adds and manages the description of days designated as holidays In service breaks or other days on which no meal service is provided and to which Menus are not usually assigned Site Groups Holiday dates and descriptions can be changed as needed Holidays can be removed from the Holiday Schedule only if the Site Configuration Holiday date has not passed HACCP Configuration Holidays are set up before Menu assignment begins Holiday Schedule Meal Pattern DataSources amp Versions Holiday Schedule Page Holiday Schedule Holiday Schedule B Add m z ord 11 23 2013 Thanksgiving Break 7 21 2013 6 13 Ph TE 11 28 2013 Thanksgiving Break 1 21 2013 6 15 PM 3 6 2013 Teacher Inserwice 7 21 2013 6 12 PM aaa Happy New Year 11 18 2011 11 28 Pe 12 26 2011 Merry christmas 11 18 2011 11 28 PM 12 5 2011 Holiday 11 18 2011 11 28 PM 11 11 2011 Holiday 11 18 2011 11 28 PM By default on the Holiday Schedule page All existing holidays are listed in the Holiday Schedule group Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 181 Section 5 Configuration PrimeroEdge Menu Planning User Manual Adding a Holiday Holidays can be added for the current day or for any future day To add a holiday 1 Click LES in the Holiday Schedule group Enter or select the holiday date Enter the holiday name in Description Clic
153. ook Page Recipe Book Data 5ource Local Y Generate Report By default on the Recipe Book page Data Source is set to Local Page 132 PrimeroEdge Menu Planning User Manual Cybersoft Technologies PrimeroEdge Menu Planning User Manual Chapter 4 Reports Generating a Recipe Book Generating a recipe book includes all recipes in the selected database and therefore can require a lengthy time to generate the report to print the report as well require a large volume of paper for printout Use your resources carefully After generation book can be printed or saved to a file such as a PDF or MS Word document To generate a Recipe book 1 Select a Data Source if needed 2 Click Generate Report e Data Source e e A e Local lo SSS Se eee 5212555200099 95022 5 Generate Report id 4 o 3 b bi Find Next Marks Pecan Pies LR100006 Number af Servings 1 Serving Size 1 Slice Moisture gain loss o 0 0000 Yield 6 Ounce Waste gain loss 0 0000 Fat gain loss 0 0000 Marks Pecan Pies LILOODOS 1 Slice BB 1B3 1 764 0 585 0 176 2 352 2 000 5 879 0 562 1 176 0 538 0 254 0 176 BB2 g 353 0 294 1 176 150 000 3 000 1 000 0 300 4 000 0 000 10 000 1 000 2 000 1 000 0 500 0 300 1 500 0 600 0 500 2 000 1 Trans Fst is provided for informational purposes not far monitoring purposes Cybersoft Technologies PrimeroEdge Menu Planning User Manual
154. ords are needed for the same meal type guration Menu Item Categories Menu Lines are often created around a theme For example a Menu Templates Regular Breakfast Menu Line could be one served in the cafeteria and the Classroom Breakfast Menu Line could be served in a classroom Both menu lines are for the breakfast meal type but serve different items Standard Menu Items Menu Lines Menu Lines are used when creating and assigning Menus Menu Site Groups Cycles Menu Templates and configuring sites Menu Lines cannot be removed a Menu Line Description can be changed as often as necessary Menu Lines Page Menu Lines Add New Menu Line Menu Line Description Existing Menu Lines Description Regular Breakfast In Class Salad Bar Pizza Bar OLE Taco Bar Hot Saredwich Bar YA b wW wW hs wW W 5 Smoothie Bar By default on the Menu Lines page Menu Line Description is blank Existing Menu Lines are shown in the Existing Menu Lines list Page 158 PrimeroEdge Menu Planning User Manual Cybersoft Technologies PrimeroEdge Menu Planning User Manual Section 5 Configuration Adding a Menu Line To add a Menu Line 1 Entera name for the new menu line in Menu Line Description 2 Click Menu Lines Add New Menu Line 000000000000000909000 s Menu Line Description IM 3 Milk Bar Existing Menu Lines Menu Line has been added Menu
155. ort General X Nutrients Allergens Buying Guide Labels 0 Purchase Items A 2 ee ee eee eee m Bl m Purchase Item BID SHARED Hot Dog 6 BID SL1 GA11 y Purchase Items 9 Stock Items m ALLA LL LLL LL LLL A AAA AAA LALALA ELL Prep Method as purchased M r Whole Unit Broken Unit Description Broken Units per Whole Unit Fair Market Value Standard Price Broken Unit Size Broken Unit Weight 12 Pound Y Edible Portion Factor 1 0000 12 00 Each 12 00 Pound Enter the Broken Unit Weight for correct Production Order Withdrawal operation and costing BERR RRR RRR RRR Cost Per Serving Measure Serving Size Weight In Grams Cost 1 Each L V1 114 000 0 00 Page 26 PrimeroEdge Menu Planning User Manual Cybersoft Technologies Section2 Ingredients Tab 5 Labels The Labels tab allows you to upload nutrition label images product images or other files such as word processing documents spreadsheets and more to provide supporting documentation To add a label l 2 Click Upload 3 Entera name for the file and click and select a file J Auto Save when switching tabs No prompts Name Hot Dog Generate Repon General Nutrients Allergens Buying Guide y Labels 0 Upload File Ingredient V Auto Save when switching tabs No prompts Name Hot Dog Generate Report General Nutrients Allergens Buying Guide Labe
156. ot have a required sequence or order of set up l i Data Sources amp Versions Data Sources are collections of Ingredients and Recipes such as the Child Nutrition CN data source which are available for use by any district These recipes and ingredients are ready for immediate use as 1s Custom Data Sources are added with help from PrimeroEdge Support See page 190 for information on Data Sources and Versions Five 5 Meal Patterns are automatically included when PrimeroEdge Menu Planning is initially installed A Meal Pattern includes the USDA standards set for Nutrients and Food Components required for Lunch and Breakfast Meal Services for groups of patrons Serving Groups such as K 5 or 9 12 grades These Meal Patterns are ready for immediate use as 1S Custom Meal Patterns are added with help from PrimeroEdge Support Refer to page 185 for details on Meal Patterns Page 10 PrimeroEdge Menu Planning User Manual Cybersoft Technologies Section1 Quick View of Menu Planning B Set Up Supporting Menu Details These five configuration details are independent of each other and therefore do not have a required sequence or order of set up However they must be set up before creating Recipes and creating or assigning Menus HACCP Configuration Holiday Schedule Menu Item Categories Menu Lines Three s Hazard Analysis processes and seven 7 Critical Control Points are automatically provided by Pr
157. ou may id benefits or nt expieation notices in Temporary i Click Here to download the Updated Primer oEdge Free amp Reduced Cay Approvals screen Manual This guide offers detailed instructions and screen shots for daily functions performed in the PrimeroEdge website Some functions described in the manual may only be available to Central Office users The screen shots are generic representations your screens may look slightly differnt Date Total Applications P ppl based on user permissions and computer settings As manuals are updated 01 02 2011 1 01 03 2011 2 we will post new messages and remove out of date copies so check back frequently Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 195 Appendix A Working with PrimeroEdge PrimeroEdge Menu Planning User Manual Navigate to Menu Planning When you login to Primero you see one or more food services modules from Cybersoft Technologies that your district has chosen to use and that your role has permission to access You will see one tab for each module To access the Menu Planning module e Click the Menu Planning tab The Menu Planning home page lists up to four 4 menus in the vertical menu navigation bar on the left Primero Dashboard Messages My Profile Training Logout Sea ee Ce EA ena Menu Planning Mic OE ESE Ingredients v Menu Planning Menu Planning O erent Menus Nutrient Analysis gt e The Menu Plann
158. port values include Nutrient values that fall below the requirements for a food component are highlighted in Nutrient values that fall above the maximum nutritional requirements are highlighted in message in the Milk V column indicates that the requirement for providing at least two choices a variety of milks in each meal service has not been met To view Standard Nutrient details for a Serving Group 1 Display the Standard Nutrients footer for a menu and select a serving group 2 Click Food Component Report Standard Nutrients Nutrition Summary Report Food Component Report F Fruit Grain D Vegetable MILK V lt 50 000 of Standard Nutrients varon Sunn ted Sfat g i Grains WG Meat MA MILK F Fruit Grain D Vegetable 3 MILK V psooo 100 Deum 000 10 000 lt lt 50 000 926 of 50 J 850 00 das X d 12 000 of 12 000 5 000 2 000 of 57 602 95 7500 3000 3000 3000 3000 4000 2000 peal 1 000 0 000 ES 50 00 0 00 Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 113 Section 3 Menus Generated on 11 15 2013 03 59 59 PM Weekly Food Component Report COUNTY Menu Cycle Name Regular Line Week 1 Sandwich Line Week 1 Salad Line Week 2 Site Group Elementary School Meal Pattern USDA Meal Pattern SY 2012 2014 Serving Group K 5 Meal Type Lunch Minimum Fruits cups l p 1 000 1 750 1 250 3 000 p
159. r Purchase Items Single Ingredient includes only one ingredient this type of recipe is usually created from purchased items that are served as is such as a bagel Number of Servings Number of servings made with one iteration of the recipe Source Database Data Source in which the Recipe is stored Page 32 PrimeroEdge Menu Planning User Manual Cybersoft Technologies Section2 Ingredients Searching for a Recipe Seven separate search conditions can be used to narrow your search for a Recipe One Matching Criteria option is selected to tell PrimeroEdge how to use the search conditions in the search Exact Match make only an exact match with the entered text or selected conditions no variations of text strings will be matched 1 e applying an Exact Match for bagel will not match records with the strings bagels bagel half sliced bagel etc Smart Search make matches with any string that includes the entered string any variation will be matched 1 e applying a Smart Search for bagel will match records with the strings bagels bagel half sliced bagel etc To search for a Recipe 1 Enter or select one or more search conditions 2 Choose a Matching Criteria 3 Click Add Recipe AAA AAA AAA AAA Recipe Search Criteria z L 1 iz Recipe Code Recipe Name z hot dog Include Discontinued Recipes z E i Tags Data
160. r details on Menu Lines Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 11 Section 1 Quick View of Menu Planning C Configure Sites Configuring sites is completed after Meal Types Meal Patterns Site Groups and Menu Lines are set up See page 170 for details on configuring sites Site Configuration Site Configuration must be completed for each site providing meal services Configuring a site includes identifying all Meal Types set up in Meal Patterns and Menu Lines offered at the site the Site Group to which the site belongs and the date that meal services start Effective Start Date D Select Standard Menu Items Standard Menu Items are selected from available Menu Items Menu Items are created from Recipes Therefore setting up Standard Menu Items is completed after Recipes and then Menu Items have been created Refer to page40 for the steps to create a Menu Item from a Recipe Standard Menu Items E Create Menu Templates Standard Menu Items is a set of Menu Items that are included on all or most Menus Standard Menu Items are added to a Menu by either a clicking the Standard Menu Items button on the Menu Info page or b automatically by enabling the Menus Include Standard Menu Items by Default system setting See page 155 for details on creating Standard Menu Items Menu Templates reduce the effort and time required to create individual Menus Menu Templates Page 12 Items common
161. r made inactive using one of two procedures The second method is to clear the Is Active option on the Menu Template page and save To discontinue a Menu Template 1 Click in a Menu Template listing 2 Click Menu Templates Add a new Template Data Source Meal Pattern Meal Type Site Group rr rrr aiin ur rm Tags Name Enter the tag names separated by a hd Include Discontinued Templates Apply MenuList Name Site Group Meal Type Meal Pattern gt September Menu Elementary School Middle School High School Breakfast Lunch USDA Meal Patt 1 2014 Message frorn webpage a E o Are you sure vou want to deactivate menu CARS Menu Templates Add a new Template Data Source Meal Pattern Meal Type Site Group Aue Ae 2 ele 0 A Tags Name Enter the tag names separated by a september menu Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 153 Section 5 Configuration PrimeroEdge Menu Planning User Manual Activate a Discontinued Menu Template A Menu Template can also be reactivated by selecting the Is Active option on the Menu Template page and saving the change To activate a discontinued Menu Template 1 Select Include Discontinued Templates 2 Click 3 Click in a Menu Template listing in the Menu List 4 Click fe in the confirmation message Menu Templates Add a new Template Data
162. r select from the list l Commodity Recipe Code BHHRHRHHEHE HEHEHE HEHEHE HERR RRR RR eR eee eee eee eee 2 Serving Measures BENEHNEHEHEEEHEEHEHEHEHEHEEHEHEHEHEEEHEEHEEHEEHEHEEHENHEEHEEHENHEEHEHEEHEHEEHEHEEHEHEEHEHEHNHEHENHEEHEEHEHEHHEHHEHEHEEHEEHEHEEHEEHEHEHHEHEHEEHEEHEEHEEHEEHN Serving Size Weight Add new unit Preferred Measurement DONNA MA Preferred Measurement 1 Each L V1 114 000 LOA TIA Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 23 Section 2 Ingredients Tab 2 Nutrients The Nutrients tab lists all nutrient values for a set Serving Size These values are used in calculations for various nutritional reports and tools To complete the Nutrients tab 1 Entera value in Serving Size 2 Enter values in Per Serving for each nutrient selecting Is Missing when a value 1s not provided or available 3 Click Ingredient Auto Save when switching tabs Na prompts Name Hot Dog Generate Report General Nutrients Allergens 1 Buying Guide k Labels 0 A LLL My I W Serving Size 96 Gram 96 00 gram AAA AAA AAA AAA AAA AAA AAA AAA AAA aos ara Mutrient Is Missing Per Serving S6DRV of Calories Per 100 gram RBHERBRHRBRBRHERHBEHE HEHEHE HERE HBE HERE RE RRR ee EEEE EENE eRe BRR RHR RRR RR RRR RE RRR RE RE eR RE RE eR eR eR eR RPP ee ee eee ee m Food Energy 230 Kcals 239 583 kcals i a M Total Fat 23 g 90 00 9c 23 9
163. rain amounts Grains not acting as M MA M MA acting as Grains substitution amounts To view the Weekly Food Component Report for a Serving Group 1 Display the Standard Nutrients footer for a menu and select a Serving Group if needed 2 Click Feed Component Report 2 7 Vef _ Grain Vegetable MILK Ws Bn RO B S D J V Standard 550 00 lt 10 00 of 223759 2 5 gt gt Bow qa 8 000 gt se 2 lt 50 000 Value 65000 Calories 0 500 0 750 0 500 0 504 0 500 900 X 10000 5000 gt 2 of Actual Value 498 55 8 70 250 0 750 0 500 6 000 1 6 000 Calories Tota Continued on the next page Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 89 Section 3 Menus Wann ai eim S i4 4 1 Jofa b vil e Find Next i S n Generated on 08 26 2013 02 06 21 PM Weekly Food Component Report Menu Cycle Name Breakfast Grill Site Group Elementary School Meal Pattern USDA Meal Pattern SY 2012 2014 Serving Group K 5 Meal Type Breakfast Week 1 Vegetables cups Red Orange Beans Peas Legumes Weekly Requirement 4 250 5 000 Pam 4 250 5 000 for 4 250 5 000 Pass 12 750 15 000 2 4 000 6 000 1 750 2 000 1 750 2 000 1 750 2 000 Substitutions 2500 3 000 2500 3000 2 500 3 000 Weekly Grain Based Dessert No More Than 2oz 50 000 5 of 6 000 sesem Fe T ae
164. rating a Nutrition Summary Report with a Multi Line Analysis sse 111 Generating a Weekly Food Component Report with a Multi Line Analysis sss 113 Pub O ea ee ie claaat Soatet clae 115 PUBIS UI ICIS LO OTE OA Css E 116 Section 4 TRE O 117 REO ars i an Ronee MeN eRe Stace en oo 118 A a Oy 6 1 AY T aet acest E ET A E A tue dte eU A MS 119 Generating an Acceptability Factor Report sese tte tint 120 AMEN dioc 121 Generating an Allergen Chat cssc dae eee rene oo lod 122 Indrediepb Liste teneret Auct D et d e te Ir ed DOE EMT E 123 Generating an Ingredientes ERC Oli tertie eta dieti tania 124 Venu C al CIN OOM T ceeded cbeneti tected EEE TO EENE 125 Generating a Menu Calendar Repo uci ei e eS 126 Generating a Menu Calendar Nutrients Report sse ttes 127 Mend en LU IHE IST Uc MORE RR RO E Na 128 Generating Menu kem Nutrients REDOT serrat 129 Nument standard Soren ii il ii 130 Generating a Nutrient Stand ras Report esensina het abo nod a ides 131 REDE BOOT anea MU M E eee U M 132 Gnora ARE PEEBO tr ee c ond taedet eund ee en oe 133 Recipe COSTING Repo io 134 Generating Recipe Costing ROD OM a s E E E 135 REGDE iuge ame tne seer tine nett tT rine Termin sr gy enn a 136 Generating GR CCIDE Nutriton Rep so a end o da M EE 137 Weekly Nutrient ABnalySIS iacente c E Praet cH dci 138 Generating a Weekly Nutrient Analy
165. rating an Ingredient List Report To generate an Ingredient List report 1 Select one or more tags separating multiple tags with semicolons 2 Select a Form if needed 3 Select a Data Source if needed 4 Click Generate Report Ingredient List piety MU M V oe ogee ie ea A LL dO 9 9 e ag TT E eTag s Form Data Source 56 Milk hek aL m4 Local B EE http M 4B ez vi 4 nisl 9 d Generated on 7 19 2013 1 17 51 PM Ingredient List Copy of Milk Shakes Thick Chocolate LI100004 lg Tag s Milk Category Butter wetzel 1 fluid ounce L V1 Nutrients per 100 q a HA e an ER d ZH REEL 0 667 0 556 0 556 0 555 0 556 0 556 0 555 0 556 M 0 556 0 555 0 556 0 356 0 556 0 556 0 536 0 556 amn per 3 container 10 6 oz L V1 900 000 RARA E a 6 000 3 000 3 000 3 000 3 000 3 000 5 000 5 000 M 3 000 3 000 3 000 5 000 5 000 5 0010 5 000 3 000 1 Trans Fat is provided for informational purposes not for monitoring purposes Page 124 PrimeroEdge Menu Planning User Manual Cybersoft Technologies PrimeroEdge Menu Planning User Manual Chapter 4 Reports Menu Calendar Menu Calendar displays either Reports Menu Calendar report of Menu Items served on each date for a selected month site Site Group Meal Type and Menu Line Acceptability Factor Allergen Chart Menu Calendar Nutrients report o
166. rol Point information 3 Click Insert HACCP CCPs Critical control points Add new rece rd Jescription Critical control ation 5 Active Is Active P Description Freezing Short Name Freeze ritical Limit Leading Text Reduce temperature to a a ritical Limit Opertor wW u Default Critical Temperature 20 Critical Limit Trailing Text or lower Bring temperature of food to 20 F within 1 hour i i i i i i T i i i i i i t efault Corrective Action I l Display Order i Monitoring Procedure Observe thermometer a Vanian EOS u a a pe OS aa I5 Added By Cybersoft Le Sart y s Freeze added successfully HACCP Configuration Page 178 PrimeroEdge Menu Planning User Manual Cybersoft Technologies PrimeroEdge Menu Planning User Manual Section 5 Configuration Updating a Critical Control Point To update a Critical Control Point CCP 1 Click Edit 4 i in a Critical Control Point listing 2 Make changes to CCP information as needed 3 Click Update HACCP CCPs Critical control points Add new record g Refresh Support Added on Reduce temperature to Freezin Freeze TM 20 00 orlower Bring temperature of food to 20 F within 1 hour n a je m Page sie As Active Is Active CP Description Freezing Short Name Freeze rit
167. rving Group is blank empty No nutrients are selected Page 128 PrimeroEdge Menu Planning User Manual Cybersoft Technologies PrimeroEdge Menu Planning User Manual Chapter 4 Reports Generating a Menu Item Nutrients Report To generate a Menu Item Nutrients report 1 Select a Data Source if needed Select a Meal Pattern required Select a Serving Group required Select Select All or one or more nutrients ES 1 Menu It 1 ents 000000090 0000000000 00000000 00000000 0000090 000000000090 e Data Source e Meal Fattern e eSenving Group Local USDA Meal Pattern SY 2 Y El K 5 m Perr re rn ee 8429299400294 ee Co ee ee ee Pr ee ey Food Energy Total Fat Saturated Fat TransFat Cholesterol Sodium gt E Carbohydrate Z Total Dietary Fiber Z Protein Pl Iron Calcium E Vitamin A RE Vitamin A IU Vitamin C 7 Moisture Fl Ash 090606060000000000000000000000000000000000000000000000000000000000000000000000 id 4 1 ofi gt bi S Find Next bi gt e Generated on 11 19 2013 11 49 14 AM Menu Item Nutrient Report Edge County Schools Meal Pattern USDA Meal Pattern SY 2012 2014 Serving Group K 5 Data Source Local Beans Black Turtle MMA LR 1009 1 2 c Blueberry Muffin Super Bakery 9040 LR 1000 1 ea Contains Milk Egg Wheat Gluten Copy of Beans Black Canned black seasoned brine sauce 6 310 10
168. ry premon E EI cene Fruit gt 0 500 1 000 2 000 600 00 700 00 lt 10 00 of Calories Veg gt 0 750 0 000 2 000 1 000 0 500 0 500 0 000 0 000 0 000 0 000 0 000 Meat MA Simplified Nutrients Option e Fruit J 1 000 2 000 1 000 1 000 0 000 Grain D Vegetable J 0 000 Pass MILK V f Legend M Missing Nutrient Values 1 mme ey eo me Serving Size Lis SANA AE RN MES RUNE o SC Banana 0 200 25 LR300024 1 CN CUP ma Trans Fat is provided for informational purposes not for monitoring purposes SC Grapes LR300025 1 CN grape Page 1 of 2 TIP Click Print ial in the window toolbar to print the report Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 75 Section 3 Menus Copying a Menu To copy a Menu 1 Display a Menu and click Copy 2 Entera Name for the menu copy and a Short Name for the menu copy Select a new Data Source Meal Pattern Meal Type and Site Group if needed 4 Click t9PY Menu Spaghetti Lunch Meal Pattern Meal Type Site Group 2 USDA Meal Pattern SY 2 Lunch Elementary M Tags Menu Description Spaghetti eum Enter the name of the tag or select from the Status Is Active Menu Short Description Spaghetti
169. s Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 141 Chapter 4 Reports PrimeroEdge Menu Planning User Manual To generate a Food Component report from the Standard Nutrients footer 1 Select a serving group if needed 2 Click Feed Component Report Standard Nutrients A 1 Standard 600 00 lt 10 00 of gt gt gt gt gt gt gt Value 650 00 Calories 1 500 2 250 0 500 0 500 0 500 0 500 0 250 3 000 Actual Value 494 70 349 1875 3750 1500 1000 000 0 500 0250 of Calories Total 6 34 Generated on 06 11 2013 11 23 58 AM Weekly Food Component Rege Menu Names Salad Lunch Bar B Que Lunch Salad Lunch Fiesta Lunch Salad Lunch Site Group Elementary School Meal Pattern USDA Meal Pattern SY 2012 2014 Meal Type Lunch Serving Group K 5 0 000 2 000 Fail 0 000 Fail 0 000 2 000 Fail 1 250 2 500 Pass 0 000 2 000 Fail 1 250 8 500 pue o om ctm m cem EEE Skim fat free unflavored Skim fat free flavored Low fat Fail Fail Fail Fail 1 or less unflavored Low fat 196 or less flavored Reduced fat 2 fat or whole unflavored USDA is offering flexibility for SY 2012 2013 and SY 2013 2014 by allowing SFAs to exceed the maximum amount of grains and meat meat meal alternates as
170. s report provides Reports Nutrition Report T es Nutrition Summary Report Menu Iter p Food Component Report Menu List The reports are generated from the Standard Nutrients footer for Nutrient Standards a selected week The week must include a minimum of 3 menus Recipe Book e veis Renar After clicking Analysis Repert the Standard Nutrients footer Recipe Costing Report appears Recipe Nutrition Weekly Nutrient Analysis Weekly Nutrient Analysis Page Weekly Nutrient Analysis select v esee gt Men u Line Start Date EE End Date o rj Analysis Report By default on the Weekly Nutrient Analysis page Meal Type and Site Group are set to SELECT Site and Menu Line are blank Start Date and End Date are blank Page 138 PrimeroEdge Menu Planning User Manual Cybersoft Technologies PrimeroEdge Menu Planning User Manual Chapter 4 Reports Generating a Weekly Nutrient Analysis Report You only need to select a Start Date or End Date the other date is automatically calculated for you seven days after or before the selected date respectively To generate the Standard Nutrient footer for a selected Menu Line and week 1 Select a Meal Type Site Group and Menu Line and Site if needed 2 Enter or select a Start Date and or End Date 3 Click II 4 Expand the Standard Nutrients footer 5 Select a Nutrient Option if needed 6 Click Muriion Report
171. shing eese teens 40 115 modules PrimeroEdge INVENTO eR e ERR 26 49 52 Production a 26 nutrient analysis Menu Cycles eese 84 106 108 Men NI C 106 108 J y D s 72 nutrient values eese entente teentntntntntonen 28 CA 24 nutrition labelSs o oooococococococonnonenrnroronononrnrnoororororononononoss 27 option AutoCalculate ococcocococococococrnnosrororononcncnonoorororononrnooross 38 Include Discontinued Ingredients 20 Include Discontinued Menu Cycles 78 Include discontinued Menu lItems 48 Include Discontinued Recipes 32 A A 24 Override Assigned Menus sees 99 Preparation Site Item eese 40 Show in Summaary essent 40 Skip Holidays eese 97 Skip Weekends eee 96 Use All MOTUS src ainda 98 ParentOnline scssssscscerssscscsesscscsssessssessescacacesesseees 40 115 Preferred Measurement setting sss 23 preparation aine O EEE 26 53 rur p M M 29 Projected Meal Counts 14 62 68 150 152 156 Purchase Items 26 34 36 37 51 52 53 54 55 as T Pre NE TOIT Sere RPE ATES rrr te oe 29 recipe types eee 32 34 37
172. sis Report sese tte casar casarnos 139 TO S Confom Giessen a dI FERA Ia MU MER OR EI EIE QR ARR ELE QU QNI QN RUN GERA I MUS 143 Contlguratiol at Glan Clic tei o ora CO EO OE C HO RUM duel 144 Menuen Este go esa 145 Adding Menit ftem Category e da ao io weld 146 Updating Category Deals tas 147 Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 5 Contents Menu BE a9 ES A ON OR ads 148 Searching ora Mend e 149 Adanga Menu Templat o orans ena E E E de 150 opdat g a Meng AAA 152 Discontmumg a Menu Template laca 153 Activate a Discontinued Menu TeIMplate cececccsecesessssssessesessessscssesessesesssssessssesessssesesessesesesseseaeesesesesseseeeeseseeess 154 Standard Mentes e a 155 ZAgauig da Sanaa A a E NE 156 Deleting a Standard Meno T ios E T ORE 157 Mentine e ener EEEE A OEE 158 ll aa aa A 159 Updating a Men Line sD eS Chun es eect anA wed ie ae A A A AAA 160 A ea eaeta eon tea veces a ert See DUUM C NUN IM DIM CM MMC MOD MC M 161 Wading SIC GI OUDS D SIte VDO udis id tias 162 etorri 164 Adang asle COG SIUE GTOUD eerte sto d a e ea ds 165 GOTO Site OU eus teo due MU NI NU NE CU NM e 166 Updating Site Detalls isis hones E A oey 167 PTT G SUCCINIC si Nah so o UN EL x 168 Pelening asite TIO o AO A ET ce eT ee See erent te vent ee Omen Rene ta Cert Sen nee an ee ent entente 169 Ste SONO UM a o 170 Displaying Site Configura
173. ss 10 11 Ingredient Code eese 28 30 Ingredients cooccocococococacnnnononacocnrnononocrorononrnsos 10 19 26 34 37 rere 19 ro ERN REN 22 o PENNE 30 Sed CRIN NEIN 21 links Purchase lteM cocococococcccccnnonococnonononocrcncncarnononooroncnrasnonocnooos 52 OCA REED ORE 52 listings Menu ltem List o ocononococonacacananacnononocononanacnononocononnoos 47 A 60 Purchase It MS ccssssesesesesessesesssesecsesesesessseesesesessesseseeees 50 AAA 32 Meal PattelD oooocococococococococnnncncononcncaraonononroncncnrannonocororarasananos 10 Menu Calendar report 15 40 118 125 126 Menu Calendars 10 11 14 60 94 96 97 98 99 102 103 170 o se cae sc cecacecnnecuqesacdesstacancseatoasemeaeercscssucsnuasctes 63 A RR 64 ala 40 Menu Cycles Nutrient Analysis Report esses 86 Nutrient Summary Report eese 86 MS ii 29 40 ANE GONS ccsssesesesesscsssssssssscsssssssessesescsssessssseesescsssesees 15 47 categories 11 12 14 59 62 69 145 150 152 Cybersoft Technologies PrimeroEdge Menu Planning User Manual A 23 food component contributions 41 Menu LiN S onococcncnconononococonaconanaccononoconanancononococcncnoncnacnonococos 11 A A 104 Menu Templates siirsin aiani 12 sg 10 publi
174. t Menu Menu Cycle Review amp Confirm Selected Date 9 2 2013 Nam Ta Menus Include Discontinued Menus Cycles hamburger Enter the tag names separated by a Menu Cycles Selected Date 9 2 2013 Menu Hamburger Meal w Category Meals Choose 1 Hamburger w Bun w Category Salads Choose 1 Hamburger w Category Fruit Choose 1 Apple Golden Delicious Banana w Category Milk Choose 1 Fat free Milk Low Fat Milk EMERSON ELEMENTARY SCHOOL Elementary School 10 20 2012 Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 101 Section 3 Menus Replacing an Assigned Menu Occasionally you will need to replace a menu that is currently assigned to the Menu Calendar to take advantage of new product offerings meet new menu requirements from the USDA or simply just to offer something new to keep your patrons interested To replace an assigned Menu 1 Display a menu calendar and click on the calendar date 2 Click Menus 3 Select a Menu 4 Click Next 5 Review the Serving Dates on which the menus will be assigned and click Assign ar B Que Lunch Select Menu Menu Cycle Review amp Confirm V Existing Menu Bar B Que Lunch Name Tags 9 Menus Enter the tag names separated bya Menu Cycles Include Discontinued Menus Cycles Site Group Meal T
175. t Sauce Elementary 1 portion 11 4 Meat MA PDE Shared x D 3M5 5103845 1 4 Veg RO m Pasta Spaghetti and 2 Non WG E TRA Contains V Entrees a Meatballs MMA Mon 1 Serving 2 Maat MA Gluten Milk Soy Wheat BEEBE BEB E WG Veg R SR200027 1 4 Veg RO E Sauce Beef Spaghetti 2 Meat MA Entrees Sauce J T M CP5533 5 2 3 ounces P 1 2 Veg RO 4 items in 1 pages Add Menu Items Category Entrees Choose 1 2 Nan WG Inn Pasta Spaghetti and Meatballs MMA Non W6 Veg R 2 Meat MA Pd En 1 4 Veg RO 2 Meat MA 03 Sauce Beef Spaghetti Sauce J T M CP5533 MMA A T rom 1 2 Veg RO Tatal Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 65 Section 3 Menus Deleting a Menu Item from a Menu To delete a Menu Item 1 Click Delete E in the menu item listing on the Menu Info page 2 Click ur in the confirmation message Menu Items Add Menu Items w Category Entrees Choose 1 2 Non WG Pasta Spaghetti and Meatballs MMA Mon WG Veg R 2 Meat MA EH 1 4 Veg RO 2 Meat M Sauce Beef Spaghetti Sauce J T M CP5533 MMA 1 2 Veg RO Are you sure you want to delete Sauce Beef Spaghetti Sauce LTM CP5533 MMA ie w Category Entrees Choose 1 Fi Pasta Spaghetti and Meatballs MMA Non WG Veg R 2 Meat MA d iE 1 4 Veg RO BON Total 0 OF w Category Fruits
176. t be modified However they can be copied to the Local Data Source and the copied items can be modified to suit local requirements Sharing resources in this manner saves time because items do not have to be duplicated for use by other groups Local Data Source Child Nutrition Data Source Many pages in the Menu Planning module offer a Data Source selection When you have access to multiple Data Sources a selection can be made When you have access only to a single Data Source that Data Source name appears in the selection box and the selection box is disabled lt End of Section gt Page 16 PrimeroEdge Menu Planning User Manual Cybersoft Technologies This section reviews Y Adding a new Ingredient or Recipe Y Creating a Single Ingredient Recipe Y Adding nutrient allergen and buying guide information for an Ingredient Y Uploading nutrition labels and other documents for an Ingredient Copying and printing Ingredients and Recipes Creating a Menu Item Adding food component contributions for Menu Items Scaling a Recipe by batch size or number of servings NX YN Y S Creating and maintaining Purchase Items links for Ingredients in the Inventory module Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 17 Section 2 Ingredients Ingredients ata Glance Ingredients Recipes Menu Items Purchase Items Add and manage local ingredients with nutrient allergen and bu
177. tabase that includes USDA Recipes that use government commodity ingredients Full and complete Ingredient descriptive name Brief shortened form of the full Ingredient name Unique ingredient identifier automatically assigned by the system when the ingredient is added to the Menu Planning module The method by which the Ingredient is used As purchased the food is used 1n exactly the same form as it was purchased meaning that no further preparation has been made to the food such as unbaked prepared pizza or pre fried egg roll As served the food is used after it has been further prepared such as a cake mix that has eggs oil and water added and then cooked Indicates if the Ingredient is actively used in Recipes When selected check mark added Ingredient 1s active When cleared check mark removed Ingredient is not active Nutrition Fact labels provided by the vendor for an item that describes nutrient information Ingredient maker or producer PrimeroEdge Menu Planning User Manual Cybersoft Technologies PrimeroEdge Menu Planning User Manual Appendix B Terms Term Prep Method Product Code Purchase Item Serving Size Stock Item Tags Weight Yield Description Methods used to prepare Ingredients such as bake fry broil etc Code given to product by manufacturer Name used when purchasing an item from a vendor Amount or count of a single serving Name used when p
178. tabs No prompts General V Recipe Information PD ee AAA NENE Recipe Generation Type Dual Entry a L Recipe Name Hot Dog Delight L Recipe Short Name sRecipe Code Auto generated on save L z 1 Each z serving Size y Add new unit L Number of Servings 100 00 A AA AAA AAA AAA Page 34 PrimeroEdge Menu Planning User Manual Cybersoft Technologies Section2 Ingredients Tab 1 General Several additional fields appear on the General tab after saving to collect general recipe details To complete the General tab 1 Set up Tags if needed 2 Enter Prep Time and Cook Time and select a HACCP Process 3 Enter Tips Comments or Special Instructions as needed 4 Click Recipe Auto Save when switching tabs No prompts Name Hot Dog Delight d P bo ee e Y Y Y General Ingredients Nutrients Menu Item Allergens Scale Y Recipe Information Y LR300076 Is Active ion Type AA AR i s s Enter the name of the tag or select from the list Tags F a CN Beef 12 Meat Meat Alternate 2 r E EE E a a aa aa naaraan aaa aarre rr Each Calculated We ng 50 000 g um n usui az A e ll ld Prep Time 15 minutes Cook Time 7 minutes v HACCP Process Same day service gt Specify CCPs for the ent
179. te whichever is later Production plans may be lost where the menu is changed Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 173 Section 5 Configuration PrimeroEdge Menu Planning User Manual HACCP Configuration HACCP Configuration lists all HACCP Hazard Analysis Critical Control Point processes used by the district HACCP is a process that has been established for juice meat poultry and seafood processing in order to prevent food borne illness Site Configurdie A hazard analysis develops a list of hazards which are reasonably HACCP Configuration likely to cause injury or illness if not effectively controlled A critical control point is a step at which control can be applied and is essential to prevent or eliminate a food safety hazard or Meal Pattern reduce it to an acceptable level Holiday Schedule DataSources amp Versions HACCP Page HACCP Configuration Data Source Add new recard ES Refresh Process 1 No Cook Mo Cook Cybersoft Support 7 22 2011 7 55 PM p Process 2 Same day service Same day service Cybersoft Support 7 22 2011 7 59 PM pF Process 3 Complex food Complex food Cybersoft Support 7 22 2011 8 02 PM pF M nas Page size 3 items in 1 pages HACCP CCPs Critical control points Add new record A Refresh Critical Limit Modified By On Added By Cybersoft Support Cold Cold a Discard the food if it can
180. te Configuration Details popup Site Configuration Site Code Site Name Site Grou ALL y BHRHRHEHEHEHEEE EH F status Configured Sites High School Breakfast Lunch Snack Middle School Breakfast Lunch Snack Elementary School Breakfast Lunch V Hamburger amp Hot Dog V Regular Meal Services Lunch V Hamburger amp Hot Dag I Regular Hamburger amp Hot Dog regular Existing Site Gropus High School Site Group High School Effective Date 10 1 2012 Please note that saving changes here will affect this site s menus starting tomorrow or the effective date whichever is later Production plans may be lost where the menu is changed Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 171 Section 5 Configuration PrimeroEdge Menu Planning User Manual Configuring a Site To configure a site 1 Click a Site Name link in the Not Configured Sites list 2 Select all Meal Services and Lines for each Meal Service Select Site Group and Effective Date 4 Click save and Close Not Configured Sites ABRAHAM LINCOLN MIDDLE SCHOOL ANDREW JACKSON HIGH SCHOOL CENTRAL OFFICE GEORGE WASHINGTON ELEMENTARY SCHOOL A Da Site anta G Detaik GEORGE WASHINGTON ELEMENTARY SCHOOL Site Name La Carte Hamburger Line Pizza Line Y Regular El MAA 3 EEE EEG
181. ters Cybersoft Support 06 06 2012 Add new record EJ refresh Cybersoft 214 2012 6 30 2013 Su t Learning Centers Add new record o o PU eeccccccccccccccen CM Effective Date 7 1 2012 e EndDate HAE El 00000000000 000090 gom i v Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 167 Section 5 Configuration PrimeroEdge Menu Planning User Manual Deleting a Site in a Site Group To delete a Site from a Site Group 1 Expand a Site Group 2 Click Delete El in a site listing 3 Click Site Groups Please note that changing the site s group or effective and end dates will affect the site s menus starting tomorrow or the effective date i ater Production plane sat where the menu is ches p E 77 sm Description Added By w Elementary School Cybersaft Support 06 06 2012 2d On i D c e Add new record 3 Refresh STUEBNER HIGH SCHOOL 6 6 2012 06 06 2012 d E 1960 ELEMENTARY SCHOOL AE Support 06 06 2012 gt Middle School Cybersaft Support 06 06 2012 High School Cybersoft Support 06 06 2012 Learning Centers Cybersaft Support 06 06 2012 Message from webpage MET Are you sure you want to remove 1960 ELEMENTARY SCHOOL from its site group Deleted successfully Site Groups Please note that changing the site s group or effective an
182. tion Details oe cececcececsesesesesssssessssesssessssesscsessesssessessssessssssessessssesessesesseseeseseeseseeseatenesee 171 CODNQURITO O SUC aod nn LAS ed 172 pda g A DIT CP 173 HACCP COnmOUNaOW etcetera eta dc adeunda aM ADAC DM DAS CDM CC OM OE EOD SE 174 PELO O OTIC CP e O E E ENRICO EE E odes Eee piu Macau etie pec EHE nepoti repe en UD eae 175 ODA AA 0 cic E dd tats 176 DECIA CEA St E d Lee Oa 177 Adding a Critical Control POUl Gee aont retener tan 178 Upaan a Chica CONT Ol POUT etate T O 179 IDelenng qq T C ALCO NT OTROU seh ds ced d c det 180 FIOUCAY SCS CUS RE o A 181 Adano a TLG A cokes 182 CDG GUI TADA AS dl M 183 Bin oe AAA 184 Died attentes uae poe uc Ua ASE NOT er ThE RDI NEI A E ARO EDS URE a 185 Displaying Meal Pattern Dotai ls 186 COG GUING Mea RATES Std E OAE 187 Deleting a Serving Group from a Meal Pattern sees tette treten tentent 188 ie eee ee nee D OM eee eee eee een ee nae ee 189 Data UCSI E 190 ajo gogo Kors Pla T O CO uic edd T MU ui Ne 191 Page 6 PrimeroEdge Menu Planning User Manual Cybersoft Technologies Contents PY A MS II elects 193 OPERAN E o 194 EM A 194 Tour the Primerebdge DashbOSFG vs isis 195 Navigate to Ment Prani Addis 196 Log OUO Ee ge m0 6 EEr E A OS 197 HowTo Use A A 198 Menard age COMV CHUOMS tdt ada 199 CIN o ds 200 WORKING WIth COI Data o ali ai 201 Working WIth List Display CONTO
183. trient Values Site Group Elementary School Meal Pattern USDA Meal Pattern SY 2012 2014 1 Trans Fat is provided for informational purposes not for Serving Group K 8 Calculation Method Weighted Analysis a Requirement is being met with additional amounts frome E E E T Serving Size Qty el al A dq E 1 Cycle Week Food Component Summary piemen E A oan 600 00 650 00 Fruit gt 2 500 2 000 2 500 Meal Type Lunch Result Fail Sfat g lt 10 00 of Calories gt 3 750 0 000 2 000 Na mg gt 0 500 1 000 gt 0 750 0 500 gt 0 500 0 500 Veg S gt 0 500 0 000 Veg O gt 0 500 0 000 a Grains 8 000 9 000 0 000 Non WG 0 000 wG gt 50 000 of 0 000 Simplified Nutrients Option Mesvma 9 000 10 0001 1 000 2 000 mur gt 5 000 1 000 Fruit J lt 50 000 of 0 000 Grain D lt 2 000 0 000 Vegetable J lt 50 000 of 0 000 MILK V Fail f Legend M Missing Nutrient Values a Requirement is being met with additional amounts from the dark green red orange and beans peas vegetable subgroups emere ler en t fen Serving Size pem 1 1 3 AA Page 1 of 2 TIP Click Print ET on the window toolbar to print the report Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 87 Section 3 Menus Generating a Menu Cycle Week Nutrient Summary Report The Menu Cycle Week Nutrient Summary Report displays the d
184. trition facts Na mg Carb g TDF g Pra g 0 21 36 Standard Value Actual Value Fe img rui gt 0 500 1 000 1 500 Ca mg 0 000 0 000 0 000 OO Como standard Valu ue i 1 Trans Fat is provided for informational purposes not for monitoring purposes F FP E F E 1 Trans Fat is provided jor informational purposes not for monitoring purposes Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 73 Section 3 Menus Generating the Menu Nutrient Analysis Report The Menu Nutrient Analysis Report displays either detailed nutrition information for all nutrients or simplified information that includes Calories Saturated Fat Calcium The default selection is All which is set through the Default Nutrients Option system setting To view Standard Nutrients details for a Serving Group 1 Display the Standard Nutrients footer for a menu and select a serving group 2 Select a Nutrient Option 3 Click Nutrition Report Fruit Veg Grains Standard Value 600 00 700 00 lt 10 00 96 of Calories gt 0 500 gt 0 730 gt 1 000 gt 1 000 gt 1 000 pe Vat om bo mooom 92007 Taaa 5 Y dard Nutrients L Standard Value 600 00 700 00 lt 10 00 of Calories Actual Value 0 00 0 00 Page 74 PrimeroEdge Menu Planning User Manual Cybersoft Technologies Section 3 Menus
185. u item Name Full Ingredients Name and Short Name Category Ingredient Code and or Recipe Code and tags Ingredients Ingredient Code and Recipe Code searches build a smart list of items that match the search string s as you enter them Recipes l When search results are listed the General tab or Menu Item tab Menu Hems of the Recipe page can be accessed through the links provided from a menu item listing Menu Item particulars Menu Items can be made inactive discontinued To include inactive Menu Items in search results the Include Discontinued Menu Items option must be selected An active Menu Item can include inactive Ingredients An inactive Menu Item can be added to a Menu Menu Items Page Menu Items Menu Item Category Ingredient Code ALL Y Smart Search Recipe Code V Smart Search Include discontinued Menu Items Enter the name of the tag or select from the list Apply Menu Item List Category Menu Item Ingredient Code Serving Size Meal Contribution Allergens Data Source local LY Burrito Bean amp Cheese Individually Wrapped 11 2 WG Fernando s School 117572 Meat MA Local SC Fruit SCmap LR300025 Tiros 1CN grape 11 2rr oo SC Low Fat Mil SC Milk Unflavored LR300021 11100030 8 Ounce 1 MILK F Contains Milk Local SC Skim Milk SC Milk ma LR300022 LI100031 1 Cup 1 MILK F Local Unflavored A i 4 1 M Page size 10 z 7 items in 1 pages
186. uce Mi By Y CupB Loose Pick Cases K Standard Menu Items A ji Prajected 52100701 Fruits PDE Shared Menu Item Added By Added On Modified By Modified On NE Servings FA ba LY LY Apple Sauce 51 D a Loose Pack Case Cypersott Support 7 21 2013 10 59 AM rs E Standard Menu Item saved successfully Standard Menu Items Choose Menu items Page 156 PrimeroEdge Menu Planning User Manual Cybersoft Technologies PrimeroEdge Menu Planning User Manual Section 5 Configuration Deleting a Standard Menu Item To remove a Standard Menu Item 1 Click Delete ina Standard Menu Item listing gt Ciclo Standard Menu tems Choose Menu items Bottled Spring Water rm 687 Cybersoft Support 6 8 2012 3 04 PM Cybersaft Support wW cgs Cheese n Crackers 2 000 Cybersoft Support 10 12 2011 1 24 PM Cybersoft Support Com chips Cybersoft Support 10 1 2012 2 28 PM Cyberzoft Support 10 1 2012 2 32 PM o Are you sure you want to delete d Standard Menu Item deleted successfully Standard Menu Items Choose Menu items illl n EN aiti Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 157 Section 5 Configuration PrimeroEdge Menu Planning User Manual Menu Lines Menu Lines adds menu lines and updates menu line descriptions Menu Lines are created when different production rec
187. uit Veg DG BP s o Grains WG Meat MA Fruit J D J V Standard 550 00 lt 10 00 of __ _ gt gt s gt gt gt 8000 m 8 000 gt Z lt lt 50 000 Value 650 00 Calories 2900 315 0509 0 750 0 500 0 500 0 500 9000 00 19999 5 000 m 2 000 of 250 1 500 1 000 6 500 Actual Value 49855 8 70 2 250 0 750 0 500 2 000 1750 9 000 6 000 1 750 0 000 0 000 Ez 11250 6 500 5 500 10 500 Nutrition facts Nutrient FE Kcal Fat g Sfat g lt 10 00 of Calories 8 70 Jutrition facts i 550 00 650 00 TFat g Chol mg Na mg Food Comp Standard Value Actual Value of Total 5 Carb 9 70 72 56 74 E Fruit gt 2 500 9 250 1 250 TDF a ve 150 500 6500 Pro g 20 47 16 42 Veg DG gt 0 500 Fe mo eg 2 250 Veg RO gt 0 750 0 750 Ca mg ARE Veg BP gt 0 500 0 500 A JU Veg S gt 0 500 2 000 VitC mg Veg O 0 500 1750 Mois 9 Grains 8 000 9 000 1 000 5 500 Ash 9 Non WG 0 000 2 000 1 Trans Fat is provided for informational purposes not for monitoring purposes WG gt 50 000 of 9 000 81 82 Meat MA 8 000 10 000 gt 5 000 MILK F lt 50 000 of Fruit J Grain D 1 Trans Fat is provided for informational p Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 85 Section 3 Menus Ge
188. unt as a Percentage Menu Item Categories Desserts Entrees Fruits Milk rving Groups K 5 Include Category se NCAA A EEE EB EEEEREHEHRHEHeEeEeEeeeeeee 6 Condiments Menu Costing Entrees Menu Items Fruits Add Menu Items Grains g Monum Milk Category Entrees Choose 1 s Vegetables L A oe ee LE e Ground Turkey W Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 69 Section 3 Menus Generating a Menu Costing Report The Menu Costing Report provides the cost of the materials to produce Menu Items on a Menu To generate a Menu Costing Report 1 Display a menu on the Menu Info page Menu Info Add a new Menu to the right of the Menu Costing label A This menu has been assigned to current past dates on the menu calendar and hence cannot be modified Please click Edit to view the options of editing this menu on select dates Menu Tiger Trail Study Trip Oct 23 and 24 PBJ Menu Description Status Menu Short Description Nutrition Analysis Method Projected Servings Count as a Percentage Menu Item Categories Menu Costing Page 70 Meal Pattern Meal Type Site Group Y USDA Meal Pattern SY 21 Y Lunch PK ECC Tags v Is Active Study Trip PB amp J Weighted Analysis Fruit Grains Meat Meat Alternatives Milk Add Standard Menu Items PrimeroEdge Menu Planning User Manual Cybersoft
189. uration specifies for each feeding site Configuratior l RNA Meal Service s provided Menu Lines offered for each meal service nn Site Group to which the feeding site belongs Site Groups Feeding Effective Date Start Date il all Feeding End Date Stop Date HACCP Configuration A Site Configuration must be established for each feeding site to allow assignment of Menus on a Menu Calendar to the site Holiday Schedule Meal Pattem DataSources amp Versions Site Configuration Page Site Configuration Site Code Site Name Site Group AL A Status Not Configured Sites Site Name Site Code Site Group Meal Services ELEMENTARY OL Elementary School ELEMENTARY Elementary School EL ts Elen ELEMENTARY Elementary School HIGH a High School MIDDLE Middle School LH B 2 pH Page size d 18 items in 2 pages By default on the Site Configuration page Site Code and Site Name are blank empty Site Group is set to ALL Status is set to Not Configured All non configured sites are displayed in the Not Configured Sites list Page 170 PrimeroEdge Menu Planning User Manual Cybersoft Technologies PrimeroEdge Menu Planning User Manual Section 5 Configuration Displaying Site Configuration Details To display configuration details for a site Select configured in Status 2 Click Apply Click a Site Name link in a site listing 4 Click to close the Si
190. urchasing an item from a school district warehouse Identifiers to help find the Recipe through a search function Weight or volume of a single serving The number of servings that can be produced from a set amount typically one pound Cybersoft Technologies PrimeroEdge Menu Planning User Manual Page 207 Appendix B Terms PrimeroEdge Menu Planning User Manual Terms Used with Recipes Term Cook Time DOR Fat HACCP Process Is Active Moisture Number of Servings PI WIG Prep Time Page 208 Description Cooking Time Amount of time required to bake broil saut boil cook the prepared Recipe Ingredients Display on Record Ingredients tab of Recipe page when selected check mark added the image of the Ingredient is displayed on the Production Record in the Production module The percentage of increase or decrease in fat content after preparation such as the percentage of fat decrease that resulted from draining fat after cooking ground beef Hazard Analysis Critical Control Point Process Includes all Critical Control Points used in the recipe production HACCP Processes are created and changed through the Configuration gt HACCP Configuration function Indicates if the Ingredient is actively used in Recipes When selected check mark added Ingredient 1s active When cleared check mark removed Ingredient is not active The percentage of increase or decrease in moisture
191. ying guide information create menu item with an ingredient upload nutrition labels and other documents copy and print ingredient information Add and manage local Recipes with ingredient nutrition and allergen information scale recipes by batch size or number of servings find and view USDA and Child Nutrition recipes add meal pattern food contributions copy and print recipes Find and display Recipes and Ingredients through search of Menu Item details Create links from Ingredients in Menu Planning to items in Inventory for purchasing control Note Menus and functions to which you have access are those appropriate for your role with PrimeroEdge When you access the Ingredients menu you may see a subset of the functions listed above Page 18 PrimeroEdge Menu Planning User Manual Cybersoft Technologies Section2 Ingredients Ingredients Ingredients allows you to Ingredients l ae Search for an Ingredient with single or multiple search aes criteria Add new Ingredients or copy existing Ingredients Maintain Ingredient data Menu Items Create a Single Ingredient SI Recipe a EEA EE Generate an Ingredient List Report for an Ingredient Ingredients Page Add Ingredient Ingredient Code Ingredient Name Commodity Recipe Code Manufacturer Brand Product Code Stock Items _ Data Source E ALL Tags Enter the name of the tag or select fro
192. ype Meal Pattern n Daa l anaa UE a a aa an RCA Re a a aaa a aD a anaa PA aL Raten Sy PA annaa 4 gt Fiesta Lunch Elementary School Lunch USDA Meal Pattern SY 2012 2014 BERN aaa eee eRe eee RRR RRR RRR REE RRR RRR RRR RRR REPRE RRR RPE RR RRR RRR RRR RRR ERE Green Lunch II Elementary School Lunch SDA Meal Pattern SY 2012 2014 Bar B Que Lunch has already been assigned to the selected date Picking a new menu will override this assignment Assign Menus Meal Type Site Group Site Menu Line Lunch z Elementary School z ALL E Regular Menu Calendar Select Menu Menu Cycle Review amp Confirm FILIUM is o e a L Menu Fiesta Lunch Existing Menu Bar B Que Lunch m E L Menu Item v Category SC Fruit Choose 2 m E Applesauce mixed berry 72 4 oz cup as purchased u u Page 102 PrimeroEdge Menu Planning User Manual Cybersoft Technologies Section 3 Menus Removing an Assigned Menu Occasionally you will need to remove a Menu from the Menu Calendar such as when a special event that doesn t require meal service is scheduled after the Menu Calendar has been assigned menus To remove an assigned Menu 1 Display a Menu Calendar and click Delete ES on the calendar day with the Menu to be removed 2 Click 2 Sep X 35ep K Tep Green Lunch II Bar B Que Lunch Salad Lunch T 10 Sep 11

PrimeroEdge – Menu Planning User Manual Release 3.8

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PrimeroEdge &ndash; Menu Planning User Manual Release 3.8

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PrimeroEdge – Menu Planning User Manual Release 3.8