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Plan & Projection

Projection Process — Kitchen Manager Tutorial Guide

Role: Kitchen Manager (KM)

As a KM, your role in the projection process is to book student & staff headcounts per school, confirm projections, capture picking quantities, and record actuals after cooking.

Projection plans move through four states:

  • Planned — Awaiting admin approval
  • Open — KM books projections per school
  • Active — Confirmed, proceed to cook
  • Closed — Actuals captured

Step 1 — Navigate to Projections​

  • From Home → Kitchen Manager → Projections.
  • This view shows all projection plans for your kitchen grouped by week and meal type.

Home screen — tap Kitchen Plan & Projections

Kitchen plans list — tap an Open row to enter its projections

Plan & projection statuses at a glance

Planned — Plan is generated; KM cannot edit yet. Awaiting admin to open. Open — KM can book projections per school. Fill in headcounts. Active — KM has confirmed. Picking list available. Proceed to cook. Closed — Actuals captured. Plan is finalized.

Step 2 — Open a Projection for Editing​

  • In my_plans, find a row with status: Open.
  • Tap the row to open the Projection Planning inline view.
  • You will see all schools listed with their current headcount fields.

Projection Planning — school list with headcount fields

Step 3 — Fill in Projected Students, Staff & Teachers​

  • For each school row: enter Projected Students, Staff, and Teachers inline.
  • Planned To Cook auto-calculates from the headcounts you enter.
  • Tap Save after filling all school rows.

Headcounts entered for all schools — tap Save

Saved — values confirmed, return to Kitchen plans

tip

Planned To Cook is automatically calculated — do not edit this field directly. It updates as you enter student and staff counts.

Step 4 — Confirm Plan & Projections​

  • Navigate back to my_plans.
  • Select the projection plan checkbox.
  • Tap the Confirm Projections button.
  • A confirmation dialog will appear — read it and confirm to proceed.

Row selected — tap the Confirm button

Confirmation — plan checkbox selected, Confirm highlighted

ActionWhat it does
CONFIRM PROJECTIONSConfirms all school headcounts and moves the plan from Open → Active. Stock picking becomes available.
warning

Once confirmed, the plan status changes to Active and projections are locked. Ensure all school headcounts are correct before confirming.

Step 5 — View the Active Plan​

  • The plan status is now Active — the Open tab will no longer show this plan.
  • Switch to the Active tab to see your confirmed plan.
  • Swipe right on the plan row to reveal the Picking List (cart icon).

Plan now Active — the Picking List icon appears on the row

Step 6 — Complete the Picking List​

  • Tap the cart icon to open the Picking List (Home > My Kitchen > my_plans > picking inline).
  • Items are grouped by type: Utility, Stock (dry goods), and Non Stock (fresh produce).
  • For each item, enter the Actual Qty (Cooked). Add Waste and Reason if there was any wastage.
  • Select all picking rows → tap Pick to mark items as picked.

Tap the Picking List icon

Picking list — planned quantity per item, tap Edit

Actual quantities and waste entered — tap Save

Saved — select all picking rows

All items selected — tap Pick to confirm

ActionWhat it does
PICKMarks all selected items as Picked. Updates each picking row status from pending to Picked.
note

Stock items (Rice, Beans, Oil, Salt) come from warehouse issuances. Non-stock items (Cabbage, Turmeric, Tomatoes, etc.) are sourced separately and must also be recorded here.

Step 7 — Update Actual Yield in Kitchen Plans​

  • Navigate back to Kitchen Plans (Home > Kitchen Plans), filtered to status: Active.
  • Tap the edit (pencil) icon in the top-right to open Quick Edit mode.
  • Fill in Actual Stew and Actual Carb's for the plan row.

Return to Kitchen plans

Tap the Edit icon to enter actual carb/stew

Quick Edit mode — Actual Carb's and Actual Stew fields open

Values entered — tap Save

Saved — tap the plan row to access per-school actuals

Step 8 — Fill in Actuals per School​

  • Tap the plan row to open the Actuals view (Home > Kitchen Plans > Actuals).
  • Swipe right to see all actual fields: Actual Students, Actual Staff, Actual Teachers.
  • Also fill: Missed, loaves, milk, Food Remaining, and any comment — please indicate where necessary.

Actuals per school — tap Edit

Quick Edit mode — Extra Stew / Extra Rice and actuals columns open

Enter Actual Students, Staff, and Teachers per school

Step 9 — Save Actuals​

  • After filling all actual fields for each school row, tap Save (orange button, top-right).

Actuals entered for all schools — tap Save

tip

The Actuals view shows both projected and actual counts side by side — use Projected Students/Staff/Teachers as a reference while entering actuals.

Step 10 — Close the Plan​

  • Navigate back to my_plans (Kitchen Plans, filtered status: Active).
  • Select the plan row checkbox (1 Selected will appear at the top).
  • Tap the orange Close button — this finalises the plan and moves it to Closed status.

Saved — return to Kitchen plans

Actual totals now shown — select the plan row

Row selected — tap Close to finalize the plan

ActionWhat it does
CLOSECloses the projection plan. Status moves from Active → Closed. Plan is finalized — no further edits are possible.
warning

Only close a plan after all actuals have been saved. A Closed plan cannot be re-opened.

Projection Status Flow Reference​

StatusMeaning
PlannedPlan generated by admin. KM cannot edit yet.
OpenKM fills projected students & staff per school.
ActiveConfirmed. Picking list available. Cook.
ClosedActuals captured. Plan finalized.