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Creating Meal Plans

This guide walks you through the complete process of creating meal plans in the F4E AppSheet system. Meal plans are the foundation of the kitchen operations workflow and drive all subsequent processes.

Overview

Meal plans define what meals will be prepared across different kitchen types and dates. When a meal plan is created and activated, the system automatically:

  1. Creates individual plans for each kitchen of the specified type
  2. Allows for editing of future meal plans per kitchen incase of unforeseen changes
  3. Sets up the foundation for consumption tracking per Kitchen plan

Prerequisites

Before creating a meal plan, ensure you have:

  • Admin or Area Lead access (required for meal plan creation)
  • Kitchen type information (CENTRALIZED, DECENTRALIZED, or SEMI_CENTRALIZED)
  • Menu details (R&G, R&B-M, R&W, R&B-M(T), etc.)
  • Date range for the meal plan
  • Program type information (MURANGA_UJI, TAP2EAT, or DISHI)

Step-by-Step Process

Step 1: Access Meal Plan Creation

  1. Open the F4E AppSheet app on your mobile device
  2. Navigate to the main menu and select "Meal Plans"
  3. Tap the "+" button or "Create New Meal Plan" option
  4. Select "New Meal Plan" from the options

Step 2: Basic Information

Fill in the basic meal plan information:

┌─────────────────────────────────────┐
│ Meal Plan Details │
├─────────────────────────────────────┤
│ Date: [Select Date] │
│ Kitchen Type: [Select Type] │
│ Menu: [Enter Menu Name] │
│ Program Type: [Select Program] │
│ Status: Planned │
│ Holiday: [Yes/No] │
└─────────────────────────────────────┘

Field Descriptions:

  • Date: The date for which the meal plan applies
  • Kitchen Type: Central, Satellite, or School kitchen
  • Menu: Name or description of the meal
  • Program Type: Type of feeding program
  • Holiday: Mark as holiday to skip meal preparation

Step 3: Menu Configuration

Configure the menu details:

┌─────────────────────────────────────┐
│ Menu Configuration │
├─────────────────────────────────────┤
│ Meal Type: [Breakfast/Lunch/Dinner] │
│ Recipe: [Enter Recipe Details] │
│ Ingredients: [List Ingredients] │
│ Portion Size: [Enter Size] │
│ Special Notes: [Any Notes] │
└─────────────────────────────────────┘

Key Considerations:

  • Meal Type: Determines when the meal is served
  • Recipe: Detailed recipe instructions
  • Ingredients: List of all required ingredients
  • Portion Size: Standard portion size per person

Step 4: Kitchen Assignment

Select which kitchens will be included:

┌─────────────────────────────────────┐
│ Kitchen Assignment │
├─────────────────────────────────────┤
│ Kitchen Type: [Selected Type] │
│ Available Kitchens: │
│ ☑ Kitchen A (Central) │
│ ☑ Kitchen B (Central) │
│ ☐ Kitchen C (Satellite) │
│ ☑ Kitchen D (School) │
└─────────────────────────────────────┘

Selection Criteria:

  • Only kitchens of the selected type are shown
  • Check all kitchens that should prepare this meal
  • Consider kitchen capacity and capabilities

Step 5: Date and Time Configuration

Set the date and time parameters:

┌─────────────────────────────────────┐
│ Date & Time Configuration │
├─────────────────────────────────────┤
│ Start Date: [Select Date] │
│ End Date: [Select Date] │
│ Preparation Time: [Enter Time] │
│ Serving Time: [Enter Time] │
│ Days of Week: [Select Days] │
└─────────────────────────────────────┘

Time Considerations:

  • Preparation Time: When cooking should begin
  • Serving Time: When meals should be served
  • Days of Week: Which days the meal plan applies

Step 6: Validation and Review

Review all information before saving:

┌─────────────────────────────────────┐
│ Review Meal Plan │
├─────────────────────────────────────┤
│ Date: 2025-01-15 │
│ Kitchen Type: Central │
│ Menu: Rice and Beans │
│ Program Type: School Feeding │
│ Kitchens: 3 selected │
│ Status: Planned │
└─────────────────────────────────────┘

Checklist:

  • All required fields completed
  • Date and time correct
  • Kitchen selection appropriate
  • Menu details accurate
  • No conflicts with existing plans

Step 7: Save and Activate

  1. Tap "Save" to create the meal plan
  2. Review the confirmation message
  3. Tap "Activate" to make the plan active
  4. Wait for system processing (may take a few moments)

What Happens Next

Once you save and activate the meal plan, the system automatically:

1. Plan Creation

  • Creates individual plans for each selected kitchen
  • Generates unique plan IDs: {kitchen_id}-{date}
  • Sets initial status to 'Planned'

2. Projection Generation

  • Creates projections for all active schools under each kitchen
  • Generates projection IDs: {school_id}-{date}
  • Sets initial status to 'Planned'

3. System Notifications

  • Sends notifications to relevant kitchen managers
  • Updates dashboard with new meal plan information
  • Triggers any configured alerts or workflows

Monitoring and Management

Viewing Created Plans

  1. Navigate to "Plans" in the main menu
  2. Filter by date to see plans for specific dates
  3. Filter by kitchen to see plans for specific kitchens
  4. Check status to monitor plan progress

Plan Status Tracking

┌─────────────────────────────────────┐
│ Plan Status Overview │
├─────────────────────────────────────┤
│ Kitchen A: Planned → Open → Active │
│ Kitchen B: Planned → Open → Active │
│ Kitchen C: Planned → Open → Active │
└─────────────────────────────────────┘

Status Meanings:

  • Planned: Plan created, awaiting activation
  • Open: Plan activated, projections created
  • Active: Plan in execution, consumption tracking
  • Closed: Plan completed, final reporting

⚠️ Common Issues and Solutions

Issue: Plan Not Created

Symptoms: Meal plan saved but no individual plans created Solutions:

  • Check kitchen type selection
  • Verify kitchen is active and properly configured
  • Ensure date is not in the past
  • Check for system errors in notifications

Issue: Projections Not Generated

Symptoms: Plans created but no projections for schools Solutions:

  • Verify schools are active (active = 'true')
  • Check school-kitchen mapping
  • Ensure school BOM is configured
  • Verify program type compatibility

Issue: Status Not Updating

Symptoms: Plan status stuck at 'Planned' Solutions:

  • Check internet connectivity
  • Force sync the application
  • Verify user permissions
  • Contact support if issue persists

Advanced Configuration

Bulk Meal Plan Creation

For creating multiple meal plans:

  1. Use the bulk creation feature (if available)
  2. Upload CSV file with meal plan data
  3. Use template for consistent formatting
  4. Validate data before processing

Template Management

Create and use templates for common meal plans:

  1. Save current meal plan as template
  2. Modify template for different dates/kitchens
  3. Apply template to new meal plans
  4. Update templates as needed

Best Practices

Planning

  • Plan ahead: Create meal plans at least one week in advance
  • Consider capacity: Ensure kitchens can handle the workload
  • Check conflicts: Avoid overlapping meal plans
  • Validate data: Double-check all information before saving

Management

  • Monitor status: Regularly check plan status and progress
  • Update as needed: Modify plans if circumstances change
  • Communicate changes: Notify relevant staff of any changes
  • Document issues: Record any problems for future reference

Quality Control

  • Review recipes: Ensure recipes are accurate and complete
  • Check ingredients: Verify all ingredients are available
  • Test portions: Validate portion sizes are appropriate
  • Monitor feedback: Collect and act on user feedback

Support

If you encounter issues or need assistance:

  • In-App Help: Use the help feature within the app
  • Documentation: Refer to this guide and other documentation
  • Support Team: Contact [email protected]
  • Training: Request additional training if needed

Next Steps: After creating meal plans, projections will be automatically created for all active schools when the plan status changes to 'Open'.