Record a Substitution for Special Dietary Needs [Feature]

This feature allows users to record food substitutions on a per-meal basis because of a documented special dietary need. There is no meal pattern compliance checks with substitutions for special dietary needs since substitutions related to a disability are not subject to the meal pattern requirements.

To use this feature:

  • Click on Menu from the main site dashboard
  • On the menu calendar, click on the date and meal type for which you want to record a substitution.
  • On the meal details screen you have two ways to get to the substitutions screen
    • Click on Edit Food Production and then on Record Substitutions for Special Dietary Needs or
    • Click directly on the blue “Record Substitutions for Special Dietary Needs” button.
      • If you don't see the button, that means you need to enter a menu first.
  • On the screen will be a list of names of any participants with a special dietary needs along with the information from the special diet statement.
    • If you do not see a list of participants, that is because there are no active participants with a special diet form that is current or valid

  • Click the chevron icon > to show additional information about the participant's special dietary need.
    • The Reason will be displayed without opening the participant card.
    • The Disability, Reason, Food Omitted, Food Substituted, Food Group and Parent Provided information is prefilled from the participant's Special Diet Form.
  • Check the box in the upper-right corner for any participant that had a substitution
    • Enter the Food Omitted or edit the prefilled text.
    • Enter the Food Substituted or edit the prefilled text.
    • Select the appropriate Food Group (Fluid Milk, Meat/Meat Alternate, Fruit, Vegetable, Grains).
    • Enter the Portion Size or edit the prefilled amounts from the meal pattern for the participant's age range
    • Indicate if it was provided by the parent or the center/provider
  • Add any additional meal substitutions/notes
  • Click the green "Save" button.

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