June 29th 2022, Release Notes: RME: Bulk Edit Ingredients, Intolerance Audit History Separate from Nutrition – Fourth & HotSchedules Customer Success Portal

Summary

Select the release feature from the table below to be taken directly to that section of the release note.

Feature 1

Feature 2

Bulk Edit Ingredients

Edit a limited range of fields for multiple 'parent' ingredients in a simple workflow

Intolerance Audit History Separate From Nutrition

Intolerance audit history will be displayed separately from nutrition audit history

Release date for all features: June 29th 2022

Bulk Edit Ingredients

Enabled by Default? - No
Set up by customer Admin? - Yes
Enable via Support ticket? - No
Affects configuration or data? - No
Roles Affected: - Ingredient data managers

What's Changing?

Multiple 'parent' ingredients can be edited 'in line' in a simple workflow.

Reason for the Change

To increase productivity and ease of use.

Customers Affected

Optional functionality, available to all customers.

Release Note Info/Steps

User Group Permission

To enable the bulk edit ingredients functionality:

Go to the admin tab and select User Groups from the drop-down
Select the required User Group from the list on the left side
Select Edit and go to the Permissions tab
Under 'Admin Permissions' tick the box against Allow 'Multi Edit Ingredients tool and then Save

Fig.1 - User Group permission

Bulk Edit Ingredients

With the User Group permission enabled:

Go to the admin tab and select Tools from the drop-down
Then select Bulk edit ingredients

Fig.2 - 'admin' > 'Bulk edit ingredients'

Step 1: Search

Use the Search text field to find the required ingredients

The search will return matching results from the ingredient name and ingredient product key.

Please note: The search will return parent ingredients only.

Fig.3 - Searching for required parent ingredients

Step 2: Select from the search results

Use the tick boxes on the right
Select all by ticking the top box

Fig.4 - Selecting required parent ingredients

Step 3: In-line editing of a limited range of fields

Select any of the following fields to edit:

Ingredient Name (cannot be blank)
Product Name
Short Name (maximum field length defined for each organisation in global database settings)
Label Description
Internal Code
Supplier Order UOM
Date Avail. to Order

Fig.5 - Editing an ingredient Short Name 'in line'

Step 4: Add flags, add categories

Select an ingredient flag and expiry date as required
Use the Category type drop-down and select required categories from the list - SMART categories are indicated in the drop-down

If the global database setting Allow single cat export type for ing is enabled (by request - please contact Fourth), it will not be possible to link more than one SMART category to an ingredient.

Fig.6 - Adding flags and categories

When a SMART category is selected and the ingredient(s) already have a SMART category applied to one or more of them, an error message will be displayed at the top of the page: It's not possible to apply more than one SMART category.

Fig.7 - Error message that indicates existing SMART categories

Step 5: Confirmation of changes

To complete the editing process, select Confirm
To return to Step 4, select Back

Fig.8 - Confirming changes made

Step 6: Finish

Review the onscreen summary and select Finish

Fig.9 - Summary of the changed ingredients

Post-Edit Processing

After editing, all impacted records will be marked for export to Inventory as per Bulk Edit Recipes.

Changes to Label Description and Ingredient Name will trigger Recipe Ingredient List recalculations.

New Terms/Acronyms

Not a new term but 'parent ingredients' hold nutrition and intolerance information for all alternate ingredients that are linked to the parent ingredient. 'Alternate ingredients' are typically different purchasing sizes of the parent ingredient.

Additional Resources

RME: User Group Permissions

RME: Bulk Edit Recipes

September 14th 2021, Release Note: RME: User Details, Ingredient List Recalculation