To edit a template:

  1. Select Catering from the side nav bar.
  2. Click on Menus.
  3. Select Template Structure and then Templates.
  4. Scroll down Manage Templates until you reach your chosen template. 
  5. Click on the Edit icon (pencil and paper) under the Actions column. 

6. Your template is displayed in a weekly format, showing Week 1.  The number of Weeks you see will match the Cycle Length you have chosen in Cycle Settings.   To navigate between Weeks, simply click on the Week tab you wish to view: 


7. Under the headings for each meal service, the drop down arrows can be used to select or change the menu course and     menu choice, as well as add a rule for meal selection, if desired:


     8. The + and - icons to the right of each meal service can be used to add or subtract meal courses.  

         The clone icon here can be used to clone (i.e 'copy') a particular meal course to other days and weeks in your template.

         The up and down arrows can be used to move the order of each course within a meal service:



   9. Don't forget to Save any changes.


Top tips: 

  • Lunch and Dinner are required courses in your template.  You will not be able to Save any changes, unless information is entered in these sections.
  • When editing a brand new template, It is recommended you start by entering Week 1, Monday.  Once you have completed your selections for this day, Save.  If your template follows a similar pattern each week, you are then able to Clone your selections to other days and weeks.  This can save you a lot of time.  For more information on cloning, click here.