ePMO Admin user guide

ePMO Admin user guide








Setting up departments, wards and beds


To edit your departments, wards and beds, select which site you are editing. 










On the first tab you can edit basic location information.


To begin setting up your bed display in the host app, select the departments tab.



Select add department.

Enter the department name.

Your first ward in this department will be created automatically. To add an additional ward, select add ward.

Select the edit button to rename the ward, the bed name configuration and bed number.


Select the ward to edit individual beds.



Edit a bed to rename or delete it. 

You can create a new bed by selecting add bed.




Defining diners


You can define diner type (e.g. patient or visitor) by selecting the Diner tab. These will then appear in a dropdown in the host app.


Select add diner

Rename diner name

Assign menus to diner

Assign wards to diner






Defining meal services


You can define core service hours for the site by accessing the Meal Services tab. These predefined meal services will be displayed in a dropdown within the host app when placing orders. The host will have to choose from the times available in that meal service, or select to enter manually. This will also be displayed on the reports.


Choose meal timeslot – default is 15 mins slots

Select add meal service

Name meal service

Select time from and time to

Select Save




Filtration

You can select which predefined tags (categories are allergen, dietary, condition, and nutrition) are used to filter menus when taking a meal order. 


Select tags by category as appropriate to be able to filter menus





Setting up kitchens and printers


If your site is using printers to capture new orders, you will need to create kitchens, to which you can assign a printer. Each kitchen can receive orders from multiple wards, and each ward can be connected to multiple kitchens. 

To create a kitchen, select your site, and select ‘Kitchens’. Add a kitchen and enter the name to identify the area where the printer will be e.g Ward 1 Pantry. Select which wards will send orders to this printer. Select Add printer and enter the name and ID. For more information on setting up printers, please ask your Kafoodle administrator for the setup manual.





Creating users


Select add user on the users page to begin adding a new member of your team.

Enter their first and last name.

You can choose to setup a user with a username to login, or use an email address. If using an email address the user will require access to the inbox to accept the verification sent by the system. 

If using a username, enter the username and password. The user will have to create a new password when they first login to the system.



User role profile

Admin App

Host App

Picker App

Organisation Administrator

Yes

Yes

Yes

Ward Host

No

Yes

No

Picker

No

No

Yes


Select their role

An organisation administrator will receive the same permissions as you, and will be able to edit site, user, and limited recipe information. They can also use their credentials to access the host and picker apps. 

A ward host will be able to access the host app to take orders at bed level.

A picker will be able to access the picker app to view and confirm orders sent by the ward host.

You must select which site, department, and wards the host or picker users can access.

Select save to create the user.




Recipes - Promoting your dishes and marking them as out of stock


To promote selected dishes, visit the recipes page. All of your recipes will be listed here. To promote a dish, check the box next to the chosen recipe.

To mark a dish as out of stock, select the checkbox next to the recipe. You can clear all selections by selecting Clear All at the top of the column.




Managing Tags


Tags are used when filtering dishes to display meal options suitable for the diner. Any new tags must be setup by Kafoodle.

You can remove or rearrange the order that these tags display in the host app using the controls. To change the header that a tag displays under you will need to speak with Kafoodle.





Viewing reports


You can download your financial report from the reports page. Enter a date range and select download. An MS Excel file will be downloaded to your device.

If your business uses stock management, you can access this report in the same menu.






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