Administrator - Creating New Recipes

Creating recipes is a function that can only be performed by users with District Administrator (DA) level of access. Building Administrator (BA) and Building Staff (BS) users are not able to create recipes but will be able to see all recipes that have been created, view the recipe info including ingredients and directions, and BA users will be able to add recipes to the menu calendar when Menu Editing capabilities are enabled. A best practice when creating recipes is to first have all items and ingredients that go into that recipe be items already created and entered into the local Item Database. This way, all GDSN or Generic data associated with the ingredients is available for use without further data entry. 

There are three main steps when creating recipes:

• Creating a Recipe Shell
• Adding Recipe Details
• Adding Ingredients and Directions

Creating a Recipe Shell

1. Login in
2. From the Home screen, click the Add a Recipe quick link.
   1. Alternatively, you can click over to the Recipes database from the black left hand side navigation panel, then click the [+] plus sign button > Add New Recipe
3. From the Add Recipe flyout, enter the following required information: 
   1. Select whether the recipe is an Entree or Side - Depending on your selection here, when this recipe is added to a menu, it will either be put into the Entree section or the Side section of the menu worksheet
   2. Recipe Name - This will be how the recipe is displayed in the Recipe database and how you will search for the recipe when adding it to a menu
   3. Recipe # - For internal tracking
   4. Meal Session - Depending on what you select from the drop down list, you'll only be able to search and locate this recipe when building a menu for the same meal session 
   5. Yield - The number of servings this recipe will make 
   6. Weight - The weight (in ounces, pounds, or grams) for a single serving of the recipe
   7. Measure - The measure (each, cups, Tbsps, or Tsps) for a single serving of the recipe
4. Click the Save & Continue button when all required fields have been filled out

Adding Recipe Details

1. From the Recipe Info tab, you can enter optional recipe information for this recipe. The non-required fields available are: 
   1. Customer Facing Name - If there is data entered into this field, it will override the Recipe Name on online menus (where applicable). You'll enter a Customer Facing Name if internally you refer to a recipe by one name and write it out on a menu that children and parents see by a different name
   2. Recipe Category - Select from the drop down list the recipe category this recipe falls into (options follow USDA's standard recipe categories)
   3. HAACP Category - Select from the drop down list the HAACP category (options follow USDA's standard HAACP categories)
   4. Cost Per Serving - This is the price for all ingredients divided by the yield of the recipe
   5. Image - Upload a custom image for the recipe which will appear on online menus (where applicable)
2. Click the Save button

Adding Ingredients and Directions

1. Click over to the Ingredients & Directions Tab
2. Toggle the "Manually Override Nutrients & Meal Components at the Recipe Level" toggle into the ON position if necessary or leave it in it's default position of OFF
   1. The "Manually Override Nutrients & Meal Components at the Recipe Level" toggle is used for recipes where you know the nutrition information and meal components for a single serving of a recipe and don't need the software to automatically calculate this for you. An example might be a Standardized Recipe that provides this information on the recipe card. When the toggle is in the ON position, menu planners will have to manually enter the nutrition information and meal components for the recipe. When in the OFF position, the software automatically performs this process 
   2. When and only when the Manual Override toggle is ON, users will be able to use the Add Ingredient button
   3. The Add Ingredient button allows users to add an ingredient to a recipe that ISN'T an item first entered into the Item Database however for the purposes of standardized menu planning, this is not the recommended process for adding ingredients to recipes
3. Add ingredients to the recipe by clicking the [+] plus sign button and choosing an option of:
   1. Add Ingredient - Only available when the Manual Override toggle is ON. Requires user to enter ingredient name manually and assign a weight or measure manually. This option will not search the local Item Database for an item or ingredient
   2. Search Ingredient - Searches the local Item and Recipe Database via a keyword search from the search bar. Users will see a list of returned results and be able to select the appropriate ingredient then enter the quantity to go into the recipe
   3. Advanced Search - Searches the local Item and Recipe Database via a keyword search from the search bar. The results will be displayed in a new window which allows users to see more detailed information about the item or recipe before entering a quantity to go into this recipe and choosing to add it to the recipe. This option is similar to the Search Ingredient option, but users will see far more information about the item or recipe and it takes one additional step before entering an item as an ingredient in the recipe
4. Regardless of which option you choose, enter a weight and/or measure for how much of this ingredient will go into this recipe and click the Add button to add it as an ingredient
5. Repeat for each ingredient in the recipe until all ingredients have been added
6. Type any directions and notes for the recipe in the Directions and Notes box at the bottom of the screen
   1. You can add images for your recipe, links, or plain text as well as format your recipe accordingly
7. Click the Save button to save the changes you've made
8. Click over to the Nutrients & Meal Components Tab. If you have the Manual Override toggle ON, review/enter the nutrition and meal component information for the recipe. If the Manual Override toggle is OFF, all data will be read only
   1. If the Manual Override toggle is ON and the ingredients added to the recipe were first entered into the Item Database, will add up the nutrition and meal component information and that will be displayed with an option to overwrite. If the items were not entered first into the item database and were manually entered to the recipe using the Add Item button, will not have any item record to pull any data from and you'll have to enter all nutrition information and meal component data for a single serving of this recipe manually based on the recipe you have. You may have a combination of ingredients that were first items in the item database and some that were not so users must review the data and enter manually
9. Click the Save button to save all changes
10. Congrats! Your recipe is now complete and you can click the Save & Close button or click the back arrow to return to your Recipes database