1 CBORD 2018 User Group Conference Presentation Menu

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Menu Display Interface Presented by: Shan Li, Senior Implementation Manager 2 | CBORD 2018 User Group Conference | Presentation

Menu Display Interface Foodservice Suite, Fusion & Net. Menu 3 | CBORD 2018 User Group Conference | Presentation

CBORD Menu Display Interface (MDI) A web service API that retrieves data from a Net. Menu or FMS database for display on digital menu boards. 4 | CBORD 2018 User Group Conference | Presentation

CBORD Menus and Production Service Units Meals Service Menus Recipes & Items Price Nutrition Allergens Requirement Traits 5 | CBORD 2018 User Group Conference | Presentation

Menu Display Category Menu Item Extended Description Item trait based icons Menu Item Sell Price 6 | CBORD 2018 User Group Conference | Presentation

Considering Menu Display Interface? Determine a Menu Board Vendor • Epicure • Vizion. EFX (East Coast) • Reach Media Network • Fourwinds Interactive • Industry Weapon • Flying Hippo • Ping. HD 7 | CBORD 2018 User Group Conference | Presentation

Considering Menu Display Interface? • How many boards? • What information will be displayed on each board? - Nutrients - Allergen traits - Requirement traits - Items? Descriptions on items? Prices? - Banners to categorize the items? 8 | CBORD 2018 User Group Conference | Presentation

Setting q Nutritional Goal – default being displayed q Facility q Units and Menus q Menu Display (board) settings q Category q MDI Security/User Setting 9 | CBORD 2018 User Group Conference | Presentation

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Setting q Nutritional Goal – default being displayed q Facility q Units and Menus q Menu Display (board) settings q Category q MDI Security/User Setting 11 | CBORD 2018 User Group Conference | Presentation

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Setting q Nutritional Goal – default being displayed q Facility q Units and Menus q Menu Display (board) settings q Category q MDI Security/User Setting 13 | CBORD 2018 User Group Conference | Presentation

Units – Service units 14 | CBORD 2018 User Group Conference | Presentation

Menus – menus to be displayed by Service Unit 15 | CBORD 2018 User Group Conference | Presentation

Setting q Nutritional Goal – default being displayed q Facility q Units and Menus q Menu Display (board) settings q Category q MDI Security/User Setting 16 | CBORD 2018 User Group Conference | Presentation

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Setting q Nutritional Goal – default being displayed q Facility q Units and Menus q Menu Display (board) settings q Category q MDI Security/User 18 | CBORD 2018 User Group Conference | Presentation

Menu Display Category Menu Item Extended Description Item trait based icons Menu Item Sell Price 19 | CBORD 2018 User Group Conference | Presentation

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Setting q Nutritional Goal – default being displayed q Facility q Units and Menus q Menu Display (board) settings q Category q MDI Security/User Setting: q A new user ID ‘MDIuser’ is created via FSS q Then we encrypted the user ID & password q The above information was captured by Brendon during the session. 21 | CBORD 2018 User Group Conference | Presentation

If FSS, 1) Create a user in FSS called MDIuser 2) Call it up in MDI admin, create encrypted user id/password If Net. Menu, 1) Create a user in Net. Menu, do the same thing. 22 | CBORD 2018 User Group Conference | Presentation

Service Menu Editor 1) On the screen of ‘Service Menu Editor’ and click the button ‘Go to Items Setting’ - the information entered via Items Settings will populate to all Boards & Categories when this recipe is used. • -Extended descriptions, Format, Category on the General Info. Tab • - Unit and display board on the Menu Displays Tab 23 | CBORD 2018 User Group Conference | Presentation

Service Menu Editor 2) On the screen of ‘Service Menu Editor’ - the information entered here will only apply to the unique - combination of unit/date/meal. But the overridden information will be copied if using Copy Menus. • - Assign items to different Category and Display via this screen • - Rearrange the items’ sequence being displayed by drag & drop • - Override Extended Description or Format 24 | CBORD 2018 User Group Conference | Presentation

Service Menu Editor q Use this screen to assign items to different Menu Display digital board and different categories. q Check the items that want to move to the same board and same category q Click the Move button, then assign them to the appropriate Board/Category. 25 | CBORD 2018 User Group Conference | Presentation

Implementation Recommendation Focus on recipes that you want to display via menu boards 1) If you do not want the Board display a menu item in the menu, simply do not assign the item to a category or a board. 2) Establish more Service Units via MDI Settings ->Facility setting and/or Unit settings 3) Establish more Digital Boards via MDI Settings -> Menu Display Setting 4) Establish more Categories via MDI Settings -> Category Settings 5) Via Edit Service Menus link, - Open one date one meal service menu at a time. Click the button of ‘go to Items Settings’ - Assign Extended descriptions, categories and modified formal names on the General tab. - Assign to the service unit and board on the Menu Displays tab. - If changes/assignments are unique to a particular date or meal, you will make those changes at the service menu level. These changes/assignments will be only applicable to the particular service unit/date/meal. - Test one board at a time. 26 | CBORD 2018 User Group Conference | Presentation

Implementation Recommendation Note: a) Formal Name/Common Name changes made via Items Setting will go back to FSS. b) Extended descriptions/format/category on the General Tab, Service Unit/Menu Display on the Menu Displays tab, they should be assigned via Item Settings and will populate the Service Menu. c) You may override Format and/or Extended Descriptions/board/category via Edit Service Menus link. The override will be applicable to the unit/date/meal. d) When copy service menus forward in FSS, overridden information will be copied also. 27 | CBORD 2018 User Group Conference | Presentation

Information for Your Digital Board Vendor Give the display board provider the following information for them to test: • The IP Address(es) or Server Name(s) • Name of the MDI Web Service • Name of the MDI administration application • The encrypted login and password • The External ID for the Facility • The External ID for the Service Unit • The External ID for the Display Board 28 | CBORD 2018 User Group Conference | Presentation

Special Considerations Salad Bar Items Multiple Portion Sizes Greeter Board 88 m 29 | CBORD 2018 User Group Conference | Presentation

Questions? 30 | CBORD 2018 User Group Conference | Presentation

We want your feedback! Please evaluate this session in the ERMobile app. Your feedback helps us improve future sessions. Find this session in the app, and touch COMPLETE SESSION SURVEY. Thank you! 31 | CBORD 2018 User Group Conference | Presentation