Batch Order Entry Mode Setup

Batch Order Entry Mode Setup

This artcile covers the steps needed to get an organization setup with Batch Order Entry (BOE). This mode is most commonly used for higher levels of care in retirement communities, but can be used for any departments that want their staff to process future date orders for their customers. For details on completing a BOE order, please refer to the Help Article titled, Completing a Batch Order Entry Order (in progress). The article is broken down into the following sections:

  • Step 1 - Add Batch Order Entry Licensing
  • Step 2 - Create Service Periods
  • Step 3 - Link Service Periods to Department Menus
  • Step 4 - Create a BOE Mode & Assign Service Periods
  • Step 5 - Test BOE
  • Step 6 - Assign BOE Role through Device Management

Step 1 - Add Batch Order Entry Licensing

The first requirement is to set Batch Order Entry Licensed to YES under the Community tab. This will unlock the role functions, and then you must designate the Assigned Role Functions for any applicable Back Office Roles, either as Service Periods - Full for editing privileges, or Service Periods - Read Only.

Step 1 - Create Service Periods

The Service Periods tab will display next to Departments, under the Admin Center once enabled (a browser refresh may be required). When setting up Service Periods for BOE, only the name is required. The Normal Hours and Exception Hours are ONLY applicable when setting up Service Periods for Online Menu Viewing. There is the option to designate the maximum number of checks per customer - please refer to that article.

Step 2 - Link Service Periods to Department Menus

After creating your Service Periods, these need to be linked to Department Menus.

Admin Center > Departments > Menus > Details

  1. Once you have opened the Department Menus dialog, select the details for the menu you want to add to the service period. Note: on the far right, you can see that this example department doesn't have any Service Periods linked.
  2. Click Add to open the dropdown for Service Periods.
  3. From the dropdown, select the applicable Service Period(s).
  4. Save & Close.

Step 3 - Create a BOE Mode & Assign Service Periods

BOE Mode Setup is similar to other modes, and greys out any N/A fields. The most important sections to be mindful of when creating a BOE are the Department Modes and Nutrition Alerts (if applicable). Department Modes is where you will link the applicable Service Periods and designate the Request Time, which is what dictates the time of printing for any orders submitted for that specific Service Period. The Service Period time that was previously designated under the Department Menus does NOT determine printing.

Setup > Modes > Details > Add Department Mode > Details > Add Service Periods

Step 4 - Test BOE

At this point, it is a good idea to first test BOE before assigning the role to any devices to ensure it will load up correctly. You can do this by navigating to the following link: https://boe.fullcount.net/. From here, you will login with your organization specific username and password.

Step 5 - Assign BOE Role through Device Management

Now that you've confirmed that BOE loads up correctly, you can assign this role to the designated devices at the organization for which this is being implemented. This process is the same as any other device being assigned a role such as TS Client, Kitchen Display System, Self-Service (2023), etc. After assigning the role in Device Management, make sure you designate the login details through the Terminals tab in the Back Office.

 


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