1. Adding a new report that pulls Prep items by the prep area and separate each prep area into its own page:
It was created a report that pulls prep items by prep area and separates each prep area into its own page.
1. On the left side panel, go to Production
2. Click on Kitchen Management
3. Select Reports
4. Choose Kitchen Prep Area and Prep Equipment Reporting
5. On this window, go to Recipe Name
2. Adding a new checkbox to the Event Recipe Item Order screen that allows the sales user to indicate about the production of an item in the commissary:
A checkbox was added to the Event Recipe Order Item screen; this will allow the users to indicate whether or not the item is being produced at the commissary by checking or unchecking. Additionally, the commissary toggle YES/NO was placed at the right side of the Equipment Description field, would be chopped and reduced to make space for the new toggle.
1. On the left side panel, go to Sales & Marketing
2. Click on Event and Order Management
3. Select Main Sales View
4. Click into any event
5. Go to the order item details tab
6. Open up a recipe
3. Implementing a new group functionality/structure and need to be seen in the Menu Group Manager:
Now the menu manager is fully displayed, and the user can see this
menu without any problem.
1. On the left side panel, go to Data Items
2. Click on Food Management
3. Select Recipe Group Management
4. Entering text into the production notes field for make a new edit in the Item Name or Description field:
The user will have the option to edit the Item Name Field or Description Field; they must enter text into the production notes field.
1. On the left side panel, go to Sales & Marketing
2. Click on Event & Order Management
3. Select Main Sales View
4. Pencil Icon to open an order
5. Go to the Order details tab
6. Open a recipe
The same fields can also be accessed by:
7. On the left side panel, go to Sales & Marketing
8. Click on Event & Order Management
9. Select Main Sales View
10. Clicking on the checklist icon to open the Event Sales Menu Window
5. Adding New Columns, fields for Section and Course that are added through the Menu Packages Pages:
New fields and columns for Section and Course have been added within the Menu package pages.
1. On the left side panel, go to Data Items
2. Click on Food Management
3. Select Menu Packages
4. Click the pencil into a menu package
5. Click on a given item on in a menu package, and you will find this screen
OR
1. On the left side panel, go to Data Items
2. Click on Food Management
3. Select Menu Packages
4. Click the pencil into a menu package
5. There are two new columns for Section and Course
1. On the left side panel, go to Sales & Marketing
2. Click on Event & Order Management
3. Select Main Sales View
4. Click into an event
5. Event Order Details
6. Under the Recipe tree view, insert a menu package
Recipe order item from package: 
Course Type and section values added from the item package configuration:
6. Being able to copy Menu Packages to my event Order Screen:
It was added a new option on the New Entry button called ¨Copy Recipes¨, the users will be able to copy the recipes from another event into the one they have selected, on the other hand deactivated recipes show on the peek window but cannot be copied to the new event order.
1. On the left side panel, go to Sales & Marketing
2. Click on Event & Order Management
3. Select Main Sales View Window
4. Add a new option on the New Entry drop down called Copy Recipes
7. Wanting the Allergens associated with the Recipe Prep Items on the Recipe Prep Window:
Recipe preparation can now include allergen information using a multiselect box in the recipe prep window. This allergen data will also be displayed on the main recipe screen.
1. On the left side panel, go to Data Items
2. Click on Food Management
3. Select Recipe Management
4. Choose Recipe Prep Information
5. Add an allergen multiselect box here
6. These allergens then flow through to the new Prep Allergens box on the recipe screen
8. Being able to select the items that I want from a Menu Packages located in the event order:
The user will be able to add items to the event order from a Menu Package, they should be able to select from the various active items in the package.
1. On the left side of the screen, go to Sales & Marketing
2. Click on Event & Order Management
3. Select Main Sales View window
4. Click into any order
5. Choose Order details tab
6. Click on the packages section of the recipe tree view
7. Open up a package by double clicking
8. Open the drop down on the Recipe Package Item screen called Menu package details. This is where the multiselect check boxes should be added.
9. Being able to add Prep Items from the Prep Table and save new items into the Recipe Prep Information Screen:
The user can add Prep Items from the Prep Table on the Recipe Prep Information screen, additionally the New Prep items created will be saved to the Recipe Prep Information Screen.
1. On the left side panel, go to Data Items
2. Click on Food Management
3. Choose Recipe Management (All Items)
4. Click on a recipe then open recipe prep tab
5. Click New to open the Recipe Prep Information Window
6. On the Prep Item Name field, users should be able to populate Recipes (work done in US 10453) AND prep items from the prep table.
10. Adding ¨Prep Summary Report¨:
Reports can be run for events in the Prep Completed Status that totals up all of the Prep Item quantities, the columns of the report are as follows: Prep Item Name, Prep Item Type, Quantity, Unit, Event Date, Event ID (or IDs, if the same item is used in more than one event).
1. On the left side panel, go to Production
2. Click on Kitchen Production
3. Select Main Kitchen View
4. See the Prep column
5. The report should only gather the prep items from events where the prep column status is prep complete.
11. Creating a forecast and actual revenue report:
Reports are displaying the information correctly; the system is pulling the event´s information in the corresponding columns.
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Actual Revenue- columns:
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Customer Type, Date Range, Business Unit, Referral Type, Event Type, Event per Revenue Code, Discount per Revenue Code, Total Event Revenue Subtotal, Total Sales Tax and Event Total Amount
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Forecast Revenue- columns:
- Customer Type, Date Range, Business Unit, Referral Type, Event Type, Revenue by Event per Revenue Code, Discount per Revenue Code, Total Event Revenue Subtotal, Total Sales Tax and Event Total Amount.
1. On the left side panel, go to Sales & Marketing
2. Click on Event & Order Management
3. Choose Reports
12. Implementing a Discount Report into the Financial Revenue and Discount Window:
Existing report Revenue Breakdown by Cost Center with Discounts is loaded into all Elior databases, the report will be reflected in the Financial Revenue and Discount Window.
1. On the left side panel, go to Finance & Accounting
2. Click on Financial Reports
3. Choose Discount Reporting
13. Implementing a report by client matter:
Each report has columns that were requested, the report was created with the following columns: Client Matter/PO number (PD field), Invoice number, Invoice date, Event date, Guest count, Pre-tax total, Tax amount, Customer Name, G and Total amount.
1. On the left side panel, go to Finance & Accounting
2. Click on Financial Reports
3. Select Financial Reporting
14. Implementing a report grouping sales by Payment method:
The existing Cash Receipts Report by Payment Method now contains a column for the billing account.
1. On the left side panel, go to Finance & Accounting
2. Click on Financial Reports
3. Select Payments Received Reporting
15. Creating standard information headers to be connected by departments:
The event information header has been replaced and standardized on the following screens: Event Items, Menu Prep Window, Main Sales View -> Open Event Details, Main Sales View -> Change Requests (open each department change request and add the headers), Production - Kitchen Management, Production -> Event Production -> Event Items, Production -> Event Staffing -> Staff Production Schedule.
The field "Select a Report" and the Drop Down Button were relocated at the bottom of the window to align with the "Close" Button, some individual changes were made in the fields located in the Staff Production scheduling by event, additionally were merged the fields:
Event date with event ID to appear in the same line, Event time with Guests in the same line, Customer Name with Contact #, Staff cost and Staff revenue.
In the event location tab were merged the fields: Address, Room, and City/Postal code in the same space.
1. On the left side panel, go to Sales & Marketing
2. Click on Event & Order Management
3. Select Event Management - All Status Types Included
4. Choose an event
OR
5. Go to Production
6. Click on Event Production
7. Select Production Team
16. Notifying with a pop-up window when a new change request has been submitted for either the staffing or the operations:
Replicate the existing pop-up window for Kitchen change requests to also notify users of Staff and Beverage/Equipment change requests. These pop-ups should appear when a Change Request is sent but not yet accepted or rejected by the relevant user. Adjust the logic so that each department's main view only shows change requests relevant to that department.
Flow/Repro-Production:
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When the status in the Equipment Order column and/or Beverage Order Column on the Main Production View is one of the following, and the equipment or beverage order is locked in sales users, a change request is required for Sales Users to adjust the beverage or equipment order
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In-Process
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In-Production
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Submitted
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N/A
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Sales users then click on the drop down under the Change Req column on the Main Sales View window
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After filling out the change request for beverage or equipment and hitting submit, we need a pop up to appear on the main production view
Flow/Repro-Staff:
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When the status in the Staffing Order column on the Main Staffing View is one of the following, and the staffing order is locked in sales users, a change request is required for Sales Users to adjust the staffing order
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In-Process
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In-Production
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Submitted
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N/A
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Sales users then click on the drop down under the Change Req column on the Main Sales View window
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After filling out the change request for staffing and hitting submit, we need a pop up to appear on the Main Staffing View
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There should be a pop up that appears every time a user navigates to the Main Staffing View and Main Production View, and there is a change request (for that department) that has not been accepted or rejected
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The pop up should contain the same information as the kitchen pop up, but as it pertains to the staff or production departments
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All events with submitted, unaddressed change requests, in chronological order of the event date (soonest event at the top, furthest even out at the bottom)
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If there is not a change request to review, there won’t be any pop up at all
Production View Window:
Main Kitchen View Window:
17. Adding the new Prep Label Report:
A new Prep Label Report has been created; the following specifications were met:
On Avery template 5160 (if you google this, the template comes up), which is 1” x 2 5/8” labels, we need to recreate the attached report containing the below information:
A colored dot or dots to match the color assignments, Event ID (remove the word CIS), Customer Name, Event Date, Prep item amount + prep item unit, Prep Item Name.
1. On the left side panel, go to Production
2. Select Kitchen Management
3. Choose Chef Area Assignments
18. Ability to rate from 1 to 10 in the Skill Rating Drop Down and have a multi-select filter in the Staff production Scheduling:
There are now options from 0 to 10 in the Skill Rating drop down, a multi-select filter has been added to the Staff Production Scheduling by Event screen that allows the staffing manager to only see the staff with the skill levels they've filtered for on the right.
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The staff rating box is found by going
1. On the left side panel, go to Data Items
2. Click on HR Management
3. Select HR Management (All Staff)
4. Open any staff member using the pencil
5. Click on the Profile tab
6. See the Skill Level field to be made a drop down with options 0-10.
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The new filter for assigning staff with a certain rating is found
1. On the left side pane, go to Production
2. Click on Event Staffing
3. Select Scheduling
4. Select a calendar day with events
5. Select an event on the right
6. This will open the Staff Production Scheduling by Event where the filter should be added
19. Adding the Sync of data of some entities from Empower to Shopping Cart:
A synchronization was made for some entities between Empower and Shopping Cart.
The same event creating in the Shopping Cart: 
On Premise Rooms:
Off Premise Rooms: 
Event Files:
Recipes Groups:
20. Having the color codes to be reflected in the UI in order to pick the colors in a readable way:
It was created a color catalog that the database team can directly access for generating reports related to colored dots work. The color definitions must utilize this color catalog.
1. On the left side panel, go to Production
2. Click on Kitchen Management
3. Select Reports
4. Choose Event Color Assignment
21. Implementing new changes in the Questionnaire related to the Yes/No and reduce the Questionnaire to one page:
The Yes/NO column will not populate, when the question is not marked as a Yes/No, the entire questionnaire can be completed on one page without having to click the pencil to answer each question.
The kitchen questionnaire pops up when a user tries to submit their menu to the kitchen.The questionnaire can also be accessed by:
1. On the left side panel, go to Sales & marketing
2. Choose Event & order management
3. Select Main Sales View Window
4. Click the pencil button on any event
5. Click the event details tab
6. Select the Kitchen Questionnaire on the right.
22. Setting the filters of the columns that have grid persistence to be set in an alphabetical order:
The columns data are in alphabetic order in the different windows where we have grid
persistence.
22. Adding a new column whit a toggle for ON/OFF the reset price for all the recipes in the Event Item Print Screen:
It was added to the edit item print screen; a third column including an on/off toggle.
1. On the left side panel, go to Sales & Marketing
2. Choose Event & Order Management
3. Select Main Sales View
4. Click the pencil on any event
5. Go to Order Details tab
6. Once recipes have been added to the order, you'll see the edit item print option on the recipe header line
7. Click the Edit Item Print Option button, it will open the Event Item Print screen where the new toggles should be added
23. Loading the Driver Security List Report and install in the Route Assignment Scheduling Driver and Truck Screen:
The Driver Security List report is loaded in the Route Assignment Scheduling Driver and Truck screen for all Elior databases.
1. On the left side panel, go to Production
2. Select Dispatching & Shipping
3. Choose Delivery Routes
4. Click on Route Assignment Scheduling Driver and Truck
24. Creating a new Icon to Date Group Row in Main Staffing View for Displaying Unassigned Skill Types:
A new icon was added to the date group row of the Main Staffing View screen that opens up a pop-up window showing unassigned skill types for that date (like the unassigned skill types report), if the events are not grouped by date, the icon will not show.
The new icon should open the Unassigned Skill Types Report page as a pop up, which is currently found here:
1. On the left side panel, go to Production
2. Select Event Staffing
3. Click on Reports
Unassigned Skill Types Report
The new icon is being added to:
1. On the left side panel, go to Production
2. Click on Event Staffing
3. Select Main Staffing View
Date line when events are grouped by dates
25. Getting the Payment Schedule Grid refreshed after completing a transaction:
The grid automatically refreshes after a charge or void Credit Card transaction.
1. On the left side panel, go to Sales & Marketing
2. Click on Event & Order Management
3. Select Event Management - All Status Types Included
4. Choose an event and go to the financial tab
5. On the Payment schedule section, you will have this information
26. Being able to search a wider period of time in the Event Information Modal Window history:
Users should be able to navigate or search for records spanning more than 2 years in the 'Event Information' modal window.
1. At the top of the screen, you will find a calendar Icon (Event Calendar)
2. Click on that Icon
3. Select an event from the Calendar
27. Charging the Staff Security Report to all the Elior DB´s [ Second Part]:
The modified Staff Security Report has been loaded into all Elior databases.
This report lives in two places:
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the actual scheduling window
1. On the left side panel, go to Production
2. Click on Event Staffing
3. Choose Staff Production Scheduling
4. Click the calendar
5. Open an event on the right-hand side- scroll down and add the report to the report down there
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Also, the pull-down reports Scheduling which would be by date, not by individual event.
28. Enabling the Secure Database Access and Seamless Login for New Accounts in Beta Environment:
A new logging is created for the Swift_Beta and Elior_Beta Databases.
29. Increasing the Length of the Prep Equipment Field located in the Recipe Prep information Window:
The varchar of the Prep Equipment field in was increased to more than 10.
1. On the left side panel, go to Data Items
2. Click on Food Management
3. Select Recipe Management (All Items)
4. Go to the Recipe Prep Tab
30. Displaying validation messages for the required questions in the Kitchen Questionnaire:
All required fields in a questionnaire must be filled in before submitting the form. A validation message appears if any questions are left unanswered. The yes/no column remains unpopulated if the question is not a yes/no type.
1. On the left side panel, go to General Setup
2. Click on Marketing
3. Select Create and Edit Checklist Items
