Waste Templates

Overview:

Waste Templates are used to populate the items in advance on the Waste Entry Grid. An example of a Waste Template configuration screen is shown in the example below:

Things to know!

This feature will only be accessible and visible to users who are given access to it.
Waste Templates allow you to control what items, and the sequence for those items, that list on Waste Entry and the Waste Worksheet.
Waste Templates enable you to configure the items that you commonly Waste so they don't have to be keyed in manually each time.
Waste Templates can be set up for specific Sites and/or for specific types of waste transactions. An example is a transfer template for "Kitchen Waste", or for "Meats".
Waste Templates can be used instead of Recipe Groups to group like items or they can be used in combination with Recipe Groups.

Add or Edit Waste Templates:

To add, review, edit, or delete a Waste Template, use the Sidebar to navigate to the Manage Waste menu option and then select the Waste Template feature from the submenu. Upon selection, a Find Grid like the one below will display:

Find Grid Definitions:

+ Add, Export, and Search Options:

The blue "+ Add" button is used to add a new transaction.
The "XLSX" button will export the information on the grid to a spreadsheet.
The search option can find any part of a word or date on the grid. When you start typing your search criteria, the search will be initiated.

Edit/Delete: Click the Edit or Delete button to the right on the row of the Item that you wish to edit or Delete.

Clone: A template can be "cloned" (copied) to a new template. If you believe it will save time to start with an existing template and modify it, versus setting up a new one from scratch, then use the Clone feature.

Name: The name for the Template.

Active: This displays the status of your template.

Last Updated: This column only shows when you are logged in at the company level. It shows the last time the template was updated.

Last Updated User: This column only shows when you are logged in at the company level. It shows what user made the last update.

Special Find Grid Search, Filter, and Sort Tools:

Magnifying Glass Icon: The magnifying glass at the top of each column in the above grid has a search function that enables you to search within that field. If you hover your mouse over the magnifying class you will see options to use to refine your search.
Magnifying Glass and Calendar Icon: If a column has a magnifying glass and a calendar at the top of the column, the calendar can be used to select a date, and if you hover over the magnifying glass after you select a date, you will have options to refine the filter (such as equal to or greater than the selected date).
(All) Incon: Columns that display "All" have a drop-down arrow on the right that is used to select and filter for a specific status. For example, the Active column can be filtered for "Yes" items only.

The Find Grid includes more tools to help you find, filter, or sort the information on the grid according to your requirements. Some of these tools are intuitive, but other helpful tools can easily be overlooked. Please click this link for more information on Find Grid Tools - FAQs.

Waste Template Configuration:

When you select to add or edit a Waste Template, you will land on the New Waste Template display as shown in the example below. In the below example, we have selected to edit the Template for Prep Station Waste:

Waste Template Tab:

The Waste Template tab is for configuring the name, status, and sites for the waste template.

Name: If you are entering a new template or if you want to change the name of an existing one, enter it here (required field).

Active: A template can be made inactive by removing the checkmark. It can later be made active again by restoring the checkmark.

Available to All Sites: This field is only available when you are logged in at the company level. Check this box if the template will be used by all Sites. If you do not check this box and if you have multiple sites, then a Sites tab for Site selection will be added to the display.

Next: The next button will advance you to the Items tab. You can also click on the Items tab.

Save: The save button will save your entries.

Save & Exit: The save and exit button will save your entries and return you to the Find Grid.

Delete or Exit: The delete button deletes your entries and the exit button will exit without saving.

Items Tab:

The Items tab is for configuring the items and the item sequence for the template. Click on the "Next" button or on the "Items" tab to move the Items tab. Below is an example of the items grid that shows on the items tab:

Configuration Buttons: The buttons at the top of the display provide configuration tools for the items on the grid as described below:

Use the Plus key to add a new Item to the Template. If you click on the plus button you will be presented with a list of possible items. You can search and select the item from this list. Once you select an item you will see it added to the items grid as shown above.

The X button is a delete button. Use the X button to delete an item that is currently on the Template. First, find and highlight the item you wish to delete. After the item has been highlighted you can click the X button to delete the item.

Use the up arrow key to move an Item up in sequence on the Template. Highlight the Item first then click the arrow. T

Use the down arrow key to move an Item down in sequence on the Template. Highlight the Item first then click the arrow.

This is a drag button that is located to the left of each item on the items grid. You can use your mouse to click and hold the drag button and then move the associated item up or down in the list of items on the item grid.

Use this button to copy the items assigned to an Inventory Group into your new template. This option will save you time if you already have set up an inventory group with items that are the same or similar to the items you want to assign to this new template.

Sites Tab:

The Sites Tab is utilized to select the Sites that the Template will apply to. This Tab only displays if you did not flag the Template to be available to all Sites. Below is an example of a Template that is displaying the Sites Tab and the Sites Tab has been selected:

Available and Selected: Listed under the Available column are all the Sites that have not been selected for this Template. The Sites in the Selected column have been selected for this template. To move a Site from one selection to another, check the box by the Site or Sites you want to move and then hit the arrow direction < or > you want to move them to. You can also double-click on a site to move it from one column to the other.

Save, Delete, and Exit:

At the bottom of the screen are the Save, Delete, and Exit buttons.

Save - Saves the entry or entries without exiting.

Save & Exit - Saves the entries and exits back to Find Grid for Transfer Templates.

Exit - Exits without saving any new entries or edits.