The AWARDS Diet Information feature is an optional database enhancement that enables users to record and maintain client diet information and restrictions.
NOTE: Diet information can also be accessed from within individual client face sheets if the face sheet has been configured to allow users to do so. Please keep in mind that any changes made to diet information via the Medical module are reflected within the face sheet, and vice versa. Also note that when working with diet information records from the face sheet in data entry mode, only current diet records are available - those with start dates but no end dates, or with end dates in the future. To work with the client's full dietary history, access the Diet Information feature from within the Medical module.
Required Permissions 
Because the Diet Information feature is optional, it is not automatically available in all databases. When requested, it is turned on behind-the-scenes in AWARDS by Foothold Technology for individual program types. (Contact the Help Desk to provide access to specific program types in your AWARDS database.) Staff in programs of the types for which the Diet Information feature has been turned on must have the following permissions in order to use it:
Program Chart Access
Display Any Chart Records Buttons
Display Chart Records Medical Button
Display Chart Records Profile Button (optional - to work with diet information from within client face sheets if the face sheet has been configured to allow it)
NOTE: Permissions are assigned using the Permissions Maintenance feature. If you do not have access to that feature and need a permission listed here, please contact your supervisor or your local Help Desk for assistance.
Click-by-Click Instructions 
Working with Diet Information Records
To enter, update, delete, or view a diet information record, complete the following steps from the AWARDS Home screen:
- Click Charts from the left-hand menu, and then click Medical. The Medical fly-out menu is displayed.
- Click Diet Information. The Diet Information index page is displayed.
- Click the Program drop-down arrow and select the program associated with the client for whom the diet information records are to be worked with.
- Click the Client drop-down arrow and select the individual for whom the diet information records are to be worked with.
TIP: If the diet info records to be worked with are for a former (discharged) client, first click the Archives toggle to the right of the client selection option.
The index page is automatically refreshed to display any existing diet records for the selected individual.
TIP: When working on the index page, records are easily accessible using the following tools and navigation features:
"Show Records" display options - By default the index includes only current diet information records (those with a start date on or before today with no end date, or with an end date that is on or after today's date). To expand the display to all diet information records instead, click All under "Show Records" in the left-hand menu.Sorting options - By default records in the index are sorted chronologically by date. Click a column header in the data table to sort the index by a different type of data. Click the heading again to reverse the sort. Navigation options - 10 records are displayed on the page by default. To access records on subsequent pages of the index (when applicable), click the arrows in the bottom-right corner of the table. To display 25 or 50 records at a time, click the Show drop-down to the left of the record count, also in the bottom-right corner, and make a selection.
Once you select records on the index, a count of how many total records are selected is displayed in the action bar. Selections are maintained while moving from one page of the index to the next; meaning, you can select records on the first page (showing records 1-10 by default) and move to the next page (displaying records 11-20) without losing the selections made on the first page. Links for Show all selected records and Uncheck All are available beneath the index table for easy navigation.Search and filtering options - A Search field is available on the action bar along with a corresponding Filter by drop-down list. To search the contents of the index (including those records not currently displayed on the page), enter a value in the Search field. The index is automatically updated as you type. To further narrow your search, use the Filter by selection to indicate whether the search should look at data in "All Columns" (the default) or a specific column. (Please note that the Search only looks at the content directly visible on the index. As a result, if any text is cut off in the display the search will only find results that match the portion you can currently see.)
Depending upon how many fields/options your agency's diet information records are configured to contain, the contents of the index table may be cut off on the right side of the page. To view the right edge of the table in such instances a scroll bar is provided for your convenience; however, please keep in mind that if you are working on a Mac that scroll bar will not be visible. If you have a touchpad or a touch mouse you can hover over the table and use that to move from left to right.ReporBuilder access - The Diet Info ReportBuilder link on the left-hand menu bar provides a shortcut to access the ReportBuilder for this feature.
- At this time, complete one or more of the following tasks as needed:
Add a diet information record - To do so, click the add new icon from the action bar above the diet information table. A new data entry page is displayed. Configure the fields and options on this page as necessary, and then click Save. The diet information record is saved, and a confirmation page is displayed.
TIP: For more information on each field/option available on the data entry page, see below.
Update an existing diet information record - To do so, click the record to be updated, or click the checkbox to the left of that record and then click the edit icon from the action bar above the diet information table. The data entry page is displayed. Make changes to the information on this page as needed, and then click Save. The diet information record is saved, and a confirmation page is displayed.
TIP: For more information on each field/option available on the data entry page, see below.
View or print an existing diet information record - To do so, click the checkbox to the left the record to be viewed/printed, and then click the view icon from the action bar above the diet information table. A read-only version of the record is displayed and can be printed as needed using your browser's print option.
Delete an existing diet information record - To do so, click the checkbox(es) to the left of the record(s) to be deleted, and then click the delete icon from the action bar above the diet information table. A confirmation message is displayed. Click OK to proceed with the deletion. The selected record(s) are deleted and the updated index is displayed.
TIP: To close out a diet information record rather than delete it, update the record and enter a value in its End Date field. Doing so indicates that the diet is no longer in effect, while preserving the individual's diet information history.
Return to the Diet Information index - To do so, click the To Index icon from the action bar while working in a diet info record to return to the index page. You can also return to the index page at any time by clicking Diet Info from the breadcrumbs trail below the AWARDS navigation bar.
The process of working with diet information records is now complete.
Using the Diet Information ReportBuilder
The Diet Information ReportBuilder is used to generate customized reports of client demographics and diet information. To generate and save a Diet Information ReportBuilder report that can be re-run in the future, to generate a single-use report, or to use and/or update an existing report format to generate a report, complete the following steps from the AWARDS Home screen:
TIP: The following instructions detail accessing the Diet Information ReportBuilder from directly within the Medical module. This report is also available in the AWARDS Reports module, where it can be bookmarked for easy access.
- Click Charts from the left-hand menu, and then click Medical. The Medical fly-out menu is displayed.
- Click Diet Information. The Diet Information index page is displayed.
- Click Diet Information ReportBuilder from the left-hand menu. The Diet Information ReportBuilder Settings page is displayed.
- Click the Program drop-down arrow and select the individual program for which the report is to be run, or select a group of programs using one of the available "All" or "Custom Grouping" selections.
- Click the Roster Date Range drop-down arrow and choose which consumers are to be included in the report based on their program history. Available selections are:
In Program - When this option is selected the report will only include clients with program history records indicating they were enrolled in the program at some point during the specified date range. This selection is recommended if you will be narrowing the report contents using multiple date range filters (set in step 16).
NOTE: In this context, clients who were enrolled in the program include those who entered the program on or before the report "To" date, those who were discharged from the program on or after the report "From" date, and those who were enrolled in the program for the entirety of the report period.
In Program Including Pending Clients - When this option is selected the report will include admitted and pending clients - those with an admission date OR intake date, respectively, prior to the report end date, and no discharge date (or no discharge date within the date range).
NOTE: Pending clients are clients in a multi-step intake program who have had an intake processed but who are not yet fully admitted - or clients for whom a room reservation has been made. Programs using Drop In functionality also create clients designated as pending.
Admitted - When this option is selected the report will only include clients with program history records indicating they were admitted to the program at some point during the specified date range.
Admitted or Transferred In - This option is available in databases that are set up to use the Transfers module. When this option is selected the report includes clients with program history records indicating they were either admitted to the program (via the Intake/Admission module) or transferred into the program (via the Transfers module) at some point during the specified date range.
Discharged - When this option is selected the report will only include clients with program history records indicating they were discharged from the program at some point during the specified date range. Current program episodes will not be included.
Discharged or Transferred Out - This option is available in databases that are set up to use the Transfers module. When selected the report includes clients with program history records indicating they were either discharged from the program (via the Discharge module) or transferred out of the program (via the Transfers module) at some point during the specified date range.
NOTE: In the event that you are creating a new report format that will be saved, please be aware that the selection you make here is not saved with the report. It, along with the date ranges specified in steps 6 and 8, must be set each time the report is run.
- By default the report only looks for clients with program histories (of the type specified in the previous step) as of today's date. If necessary, make changes to that default date range using the available From and To fields/date pickers. When doing so please keep in mind that a two year period of your choosing is the maximum length of time for which the report can be run.
- By default the report contents include all clients with records matching the report settings; any client without records matching those settings is excluded. If necessary, click one of the other Client radio buttons to make an adjustment to the included clients. Available selections are:
Clients with Records - The default. As noted above, includes in the report all clients with records matching the report settings, and excludes those that do not match.
All Clients - Includes in the report all clients on the program roster, whether or not they have records that match the report settings. Those without matches will display "--" for data variables in the report where there is not a matching record.
Select Client - Limits report contents to those records for a single client only, if records are found for that client that match the report settings. When selected, use the corresponding drop-down (automatically displayed when "Select Client" is clicked) to choose the client for whom the report is to be generated. (The selection list is limited to those clients matching the roster date range settings selected in previous steps.)
- For the clients included in the report, contents are limited to diet records effective during the date range specified using the Diet Dates fields on this page. By default, that date range is set to report diets in effect for the past year. If necessary, make changes to that default date range using the available From and To fields/date pickers, keeping in mind that for agencies using the optional pending diet functionality, start dates may be in the future. Also keep in mind that a two year period of your choosing is the maximum length of time for which the report can be run.
- Leave the Provide ExportBuilder Options checkbox unchecked. It is NOT relevant to report generation.
NOTE: This option is used to provide access to an ExportBuilder corresponding to the ReportBuilder with which you are working. AWARDS ExportBuilders - which are designed for use by individuals who are familiar with export files and formats, their design, and setup - harness the power of ReportBuilder functionality and take it a step further to meet a variety of outside reporting needs. With ExportBuilders, users can create customized data reports as they would with the ReportBuilder itself, and from those reports generate export files of a number of different types - CSV, TXT, XLS, or XML. Exported files can be saved to your computer, then uploaded into other data collection systems and/or worked with in other applications as needed. Additionally, as can be done with ReportBuilders, ExportBuilder formats can be saved and shared for future use.
The instructions provided here detail use of the Diet Information ReportBuilder only, not the corresponding ExportBuilder. For more information on using ExportBuilders, click here.
- If you would like the report (both its content and an Excel file version) to be sent to your AWARDS Messages module upon its completion, click the Send in AWARDS Message checkbox. When this option is selected, you need not wait for the report to generate, and can navigate away from the ReportBuilder after finishing the configuration process (in step 12 or 20) - this can be a time-saver, especially when working with reports containing large amounts of data that might otherwise take a while to display in AWARDS.
NOTE: When using this option the report will remain in your messages for one month, after which time it will be deleted. (The exact date of deletion will be displayed in red at the top of the report message for your reference.) If you know you will need the report content after that time, be sure to download the Excel file (Excel File.zip) or HTML content (Report Content.html) attached to the report message. If you don't download one of these attachments before the message is deleted, you will need to manually re-generate the report if you need access to it in the future.
- Use the Select a saved report format drop-down options at the bottom of the page to specify whether you will be generating the report from scratch or using a previously saved report format. Available choices are to:
Use a previously saved report format - To generate the report using a previously created and saved format, select that format from this drop-down. When using this method, you can immediately generate the report without changing any settings. Alternately, you can first review and modify the settings of the format by checking off the available Provide option to modify settings of saved report format checkbox.
Start from scratch, without using a previously saved report format - To create your own report format for single-time use or for saving and later re-use, leave the saved report format drop-down blank.
NOTE: If you (or another user) have previously saved a default report format for this ReportBuilder and program, that format is pre-selected here. Make changes to the selection as needed, or leave it at its default value.
- Click CONTINUE.
If you are using an existing report format and have NOT chosen to view/modify the settings of that format, you are now taken directly to the report page. Continue with step 21.
NOTE: If you chose to send the report to yourself via the Messages module (in step 10), a notice is first displayed on the page to let you know that report generation is in process and that the report will be sent to your Messages module upon completion. You can then navigate away from the page, or wait for the report to complete and then proceed with step 21. If you did NOT set that option, you can do so now by clicking Send to AWARDS Messages.
In all other instances, the Options page is displayed. Continue with step 13.
- The diet information report includes all clients who were enrolled in, admitted to, or discharged from the selected program(s) during the specified date range, based on the selections made in step 5 and 6. In some cases, that may result in duplicate report records in instances where a client has multiple histories in a single program, or a history in multiple programs. To filter out those duplicates to list each client only once in the report results, click the Unduplicated Client Count checkbox.
NOTE: When the Unduplicated Count option is selected, only information for the client's most recent program history is included in the report contents.
- The Options page contains a list of demographic and diet-related variables, grouped by information type. These variables represent data collected on the client face sheet, intake forms, and diet information records.
NOTE: A section for "Date Parts" - common to all ReportBuilders that have date variables available for selection - is also included on this page. It is intended to allow for greater flexibility of reporting around dates; for example, giving you the option to report out on a month as either a number (1) or a written month (January).
Click the checkbox next to each variable to be included in the report, and/or use the available Check All options as needed.
- Click CONTINUE. The Report Options - Continued page is displayed.
- Configure the options in the "Filter Options" portion of the page as necessary to adjust the scope of the report contents. Set the "Show Individual Detail" and/or "Summary Tables" options to adjust the way in which the contents are displayed.
TIP: Individual detail report options and/or summary table selections must be set before the report can be generated.
- To save the report settings so that this report can easily be re-run in the future, click SAVE REPORT FORMAT. The Save Report Format dialog box is displayed.
TIP: If it is not necessary to save the report format and you wish only to view the report contents, please skip to step 20.
- Configure the fields and options on this dialog box to indicate the specifics of how the format should be saved.
TIP: For more information on using the save report format options, please click here.
- Click Save Report Format. The report format is saved and the Report Options - Continued page is re-displayed.
- Click DISPLAY REPORT. The report is generated and displayed on the ReportBuilder page.
NOTE: If you chose to send the report to yourself via the Messages module (in step 10), a notice is displayed on the page to let you know that report generation is in process and that the report will be sent to your Messages module upon completion. You can then navigate away from the page, or wait for the report to complete, and then proceed with step 21. If you did NOT set that option, you can do so now by clicking Send to AWARDS Messages.
- At this time individual detail and/or summary table content can be hidden or sorted as needed. The report can also be printed or exported to Microsoft Excel. For more information on working with ReportBuilder report contents, please click here.
NOTE: When working with report data, please keep in mind that when a report is long enough to require you to scroll down the page to view all of its content, the header row of the data table (individual detail and/or summary) "freezes" at the top of the page. Similarly, when printing a report that covers more than one page, the header row of any tables split between pages is shown at the top of each page.
The process of generating a Diet Information ReportBuilder report is now complete.
A Closer Look @ Fields & Options 
Diet Information Fields / Options
Below is an alphabetical list of the fields and options located on the Diet Information - Data Entry page. To jump directly to the information for a specific field or option, press <Ctrl+F> to access your browser's search field and enter the name of the field/option in question.
NOTE: Because the Diet Information feature is highly configurable, you'll see a gear icon 
next to all fields and options in this list, indicating that they are optional (and therefore may not be displayed in your AWARDS database), and in some cases that other aspects of the field/option (such as drop-down selection lists) can be adjusted. For more information on the ways in which this data entry page can be configured, see the "Diet Information" portion of the Medical Module - Implementation Requests Form. To request changes detailed there, complete the form and submit it to requests@footholdtechnology.com.
Dietary Need / Restriction Selections | Details
Click each dietary need/restriction drop-down arrow and make the necessary selection. Available diet type options may include:
Calories
Fat
Cholesterol
Fiber
Salt
Sugar
Potassium
Solids
Liquids
Gluten
For each option where a selection is made, a corresponding Details field is available for the purposes of recording additional information as needed.
End Date
In this field, record the date on which the diet ended (or is to end), if applicable. Type the date using mm/dd/yyyy format, or select the date using the available date picker drop-down.
Number of Calories
In this field, type the number of calories the client is allowed per day.
If the diet being recorded has not yet started, click the Pending toggle to set it to "Yes." When this option is set the Start Date field will accept today's date or a future date; otherwise, the start date must be today or earlier.
NOTE: When this option is set, pending diet records will continue to display as pending until a user sets the toggle to "No" and updates the record.
Start Date
In this field, record the date on which the diet went into (or should go into) effect. Type the date using mm/dd/yyyy format, or select the date using the available date picker drop-down.
TIP: The start date must be today or earlier unless the optional Pending checkbox is selected. When Pending is selected, the start date must be today or a date in the future.
Statement of Diet Needs
In this text box, enter a summary of the client's dietary needs and/or restrictions.
Enhancement Request Forms 
As noted above, the Diet Information functionality is optional. To request that it be turned on in your AWARDS database, and to specify how it should be configured there, download and complete the following request form, and then submit it to requests@footholdtechnology.com.