Production Record Planning
True or False: If I do not menu plan, it effects me when I go to place my order.
True - the ordering guide estimates the amount you need to order based off of your menu plan.
True or False: I must follow the ordering schedule provided to me.
True
Why are production records important? Name one reason.
- They help plan for future ordering
- They help to make adjustments to the future menu items / remove unpopular items
- Support reimbursable meal claims
- Help to identify information for nutrient analysis
- Documents what is prepared and served
- Shows which meals students & adults are choosing
- They show how many meals are leftover & discarded
- Helps to save the district money
True or False: I must enter a physical count in Titan daily.
False - a physical count must be completed monthly (and as directed).
What qualifies as a reimbursable meal for lunch? What is a non-reimbursable meal?
A reimbursable lunch meal: A child must take 3 out of the 5 components (meat/meat alternative, grain, fruit, vegetable, milk). A 1/2 cup equivalent of fruit or vegetable is required.
A non-reimbursable meal: Does not meet the above requirements, is a student's second meal, or is an adult meal
True or False: You should automatically use the numbers that pre-populate on the production record when planning.
False: These numbers are averages based on your past production records. As a manager, you should be familiar with your schools need.
Daily Delivery Schools: How far in advance should orders be placed?
2 weeks
When should you post your production record?
The day of meal service
What is the next step you must take after posting your production record?
Deducting inventory
Where in Titan would you navigate to submit a School to School Item Transfer?
Items --> Item Fulfillment
True or False: To plan your production records, you record the total portions you expect to serve of each item on each day.
True
What needs to be done before you can create an order guide?
Plan production record
Who is responsible for filling out the production records?
Manager
True or False: You only have to count the items received in the past month for your physical count.
False: You must account for ALL items when submitting your monthly physical count.
What do you have to do (in Titan) when you receive a delivery?
Receive the delivery in Titan. Make sure that the quantities are updated.
Navigate in Titan to Item --> Item Receipt --> Click on the delivery ticket for the order and edit quantities received. Click Post Receipt.
What is the difference between meals planned and meals offered?
Meals planned is what you anticipate serving of each menu item. Meals offered is the actual number of meals that were prepared to be offered on the day of service.
Weekly delivery schools: The selected date range for your produce order should cover which days of the week?
Tuesday to Monday menu only
Why is it important to differentiate between non-reimbursable and reimbursable meals?
We only get paid for reimbursable meals.
True or False: Inventory is due at the beginning of the month.
False
What is the difference between "discarded" and "left over" on the production record?
Discarded = threw away in the trash
Left over = saved the item for future meal service
You plan to serve 300 reimbursable meals & 15 non-reimbursable meals. On the day of service, you realize that there is a school field trip. You only prepare 250 meals. You serve 200 reimbursable meals & 10 non-reimbursable. You throw out 10 meals and save the rest.
What do you put on your production record for:
- Meals Offerred/Prepared
- Reimbursable
- Non-Reimbursable
- Left-Over
- Discarded
- Meals Offerred/Prepared: 250
- Reimbursable: 200
- Non-Reimbursable: 10
- Left-Over: 30
- Discarded: 10
Weekly Delivery Schools: State which day of the week should be listed as the expected delivery date for the following central warehouse items:
1. Produce
2. Commodity
1. Produce: Monday
2. Commodity: Wednesday
Which of the following is not documented on the production record.
1. Total meals planned (reimbursable/non-reimbursable)
2. Vendor
3. # of items discarded and leftover
4. Portion size
Vendor
True or False: It is important to do a monthly physical count in order to make sure your inventory is accurate.
True. The physical count updates your inventory. A correct inventory is important when estimating how much to order of an item.
How do you enter an invoice for backordered items from a vendor?
Go to Items --> Item Receipt --> Receive Items --> Select Vendor --> Enter delivery date under "expected date." Then enter Reference Number into the toolbar, search the items you received, enter the quantitiy and unit size, Click "Post Receipt"