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Approver User - Operator Guide
  1. 365 Retail Markets
  2. 365 Kitchen Management (Kafoodle)
  3. Recipe & Menu Management
Approver User - Operator Guide
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Table of Contents

Purpose

This article defines the Approver role functionality, signature management, and recipe approval behavior within the 365 Kitchen Management system.
 

Process

Request This Feature

This feature is not turned on by default. Please contact Support via live chat, or kitchen.support@365rm.com to have this feature enabled.

Create New Approver User

The first Approver User must be enabled by Support before other users can be set to Approver. Only a current Approver user or a System Admin can change other users level or create new Approver Users.

  1. Locate the user to become an Approver user in the 365 Kitchen Management system.
     
  2. Set a user to Approver under User Level, to enable signature upload functionality.
     
  3. Upload a signature image in PNG or SVG format if required by business. Ensure the file size does not exceed 2 MB.
     

Approver User Signature

Approver users may upload a signature image that will appear on approved recipes. The Signature upload section becomes visible when the user role is set to Approver. Approver Signatures are used on approved recipe spec sheets and PDF prints.

  • The upload/last update date and time is also shown at the bottom of the upload component.

    Kafoodle - Approver User Fields
  • History tab tracks all the changes made to the signature image by adding the ‘added', ‘updated’ or 'removed’ records.

    Kafoodle - Approver User Signature History

Recipe Approval

  1. Locate the Approved checkbox in the Recipe Create/Edit form.
     
  2. Select the checkbox to approve a recipe. The recipe will display the approver’s first and last name with date and time upon approval.

    Kafoodle - Approver User Approved Recipe

Recipe List

An Approved column will now show on the Recipe List. Recipe List is now filterable by approval status.

A green check mark will show when a recipe is approved. For unapproved recipes the Approved column will remain blank.

Kafoodle - Recipe List Approved Status

Hovering over the green check mark will show the Approvers name and the date and time the recipe was approved.
 

Signature Display on Approved Recipes

Approver WITH a Signature

The new Approved section + signature will appear on:

  • Recipe spec sheet
  • PDF exports

Note: Max size of signature image is 300x200 px for PDF sheets.

Utilize the Shown / Hidden toggle to display.

Kafoodle - Recipe Approver with Signature
 

Approver WITHOUT a Signature

The Approved section still appears on Recipe spec sheet and PDF exports just without a signature. Utilize the Shown / Hidden toggle to display.

Kafoodle - Recipe Approver without Signature