This technical documentation provides comprehensive instructions on performing various tasks within the DineConnect application for NTUC Digital.

Outline

New User Creation

New User

The process of setting up accounts for parents for the first time, allows them to access features such as selecting and ordering meals for their children. This typically involves registering personal information, establishing login credentials, and linking student profiles for seamless meal ordering.

Steps to Create a New User

Step 1: Login

1. Log in to your DineConnect account.

Step 2: New User Creation

1. On the left side of the dashboard, “Clique” → “Manage” → “Center”

Open

2. Center screen appears, click the “Create New User” button

Open

3. “Create New Parent” pop-up window appears, where you can input user information such as name, email address, phone number, and WhatsApp number, followed by setting up the password

4. Proceed to the “Address” tab and provide the user's address along with the postal code

5. Next, select the “Region”

6. Proceed to the “Additional Address” tab, and include any additional addresses along with the postal code and region, if applicable

Step 3: Save the user

1. After entering the address, click the “Add” button to add the address

2. Once all the information has been entered, “Save” the new user profile

3. To remove the added address, please click on the highlighted icon below

4. The saved user will appear as follows,

Editing an Existing User

Modifying the account details or meal preferences of parents who have already registered, enables them to update information such as dietary restrictions, meal selections, or contact information for efficient and personalized meal ordering experiences.

Steps to Edit the Existing User

Step 1: Login

1. Log in to your DineConnect account.

Step 2: Editing the Existing User

1. On the left side of the dashboard, “Clique” → “Manage” → “Center”

2. Center screen appears, enter the name or username and click “Search”

3. Select the “Actions” option and click on “Edit”

4. Update the user's information, including their name, address, card details, and any other relevant changes, if any.

Step 3: Contract Details

1. To include contract details, proceed to the “Others” section

2. Enter the “Contract Code” and “Price”

3. Enter the “Route Plan”

Note: Typically two route plans are maintained, (labeled 1 and 2). 1 means the plan starts on Tuesday and 2 means the plan starts on Monday.

4. After entering the details, click “Save”.

Step 4: Changing Password

1. On the left side of the dashboard, “Administration” → “Users”

2. User screen appears, Enter the name or username and click “Enter”

3. Select the “Actions” option and click on “Change Password”

4. “Change Password” pop-up window appears, Now enter the new password and confirm the password by re-entering it.

5. Click “Save” to save the new password.

6. The updated password will be changed.

Menu Creation

Menu Item

A menu item refers to a specific food option available for selection by parents for their children's lunch, typically including various dishes, sides, and beverages offered by the school cafeteria.

Steps to Create a Menu Item

Step 1: Login

1. Log in to your DineConnect account.

Step 2: New Menu Creation

1. On the left side of the dashboard, “Clique” → “Manage” → “Product”

2. The Product screen appears, Click the “Create” button

3. Create Clique Item window appears, Now select the “Category”

4. Select the desired category from the pop-up window

5. Next, provide the name, alias, allergen details, nutritional information, and description of the menu item

6. Choose the “Product Type” as “MenuItem”

7. Proceed by entering the “Portion” and “Upselling Item” details, if any

Step 3: Schedule

1. Begin by selecting the date for scheduling the menu

2. Then, click on “Add” to include the schedule alongside the menu item

3. Click on “Save” to store the menu item.

Step 4: Editing the created MenuItem

1. Go to the left side of the dashboard, “Clique” → “Manage” → “Product”

2. The Product screen appears, Enter the name and click “Search”

3. Select the “Actions” option and click on “Edit”

4. Update Menu's information, including their name, alias, allergen details, nutritional information, description, portion, if any

5. After entering the details, click “Save”

6. The updated information will be saved

Pre-Meal Ordering

Pre-Meal Ordering - An Overview

Pre-meal ordering is a convenient system where parents pre-select and pay for their child's lunch choices online. This streamlines the process, allowing parents to customize meals according to dietary preferences or restrictions, and helps schools manage resources effectively.

Steps to Meal Ordering

Step 1: Login

1. Log in with your username and password

Step 2: Order Meals

1. Select the “Order Meals” option to pre-order the meal

Step 3: Basic Information

1. Choose the “Month” for which you are pre-ordering the meal

2. Select the “Main Bay Address” of the school

3. Next, choose the “Extension Bay Address”, If needed

4. If you have the “centre’s closure date” for the month, kindly provide it here

5. Proceed to the next step by clicking “Next”

Step 4: Monthly RTH Menu Selection

1. To view the menu, select the “View” option,

2. The menu for each day will be displayed with the “date and day” on the screen,

3. Now, select how much quantity you need for each day

Note: If you're not opting for any meal for the day, please indicate “N/A”. It's important not to leave any options blank or unselected

4. Once you've selected the menus for all the weeks, proceed by selecting “Next”

Step 5: Order Summary

1. Order summary of the selected items will be displayed

2. If you prefer to hold onto the chosen menus for further clarification, opt for “Draft”

3. To finalize the order, select “Submit”

4. Order will be saved

Step 6: Draft Orders

1. To view the saved draft orders, choose “Draft Meal Orders”

2. Choose the “Edit” option to make changes to the order

3. After making the required modifications, proceed to submit the order

Step 7: Submitted Meal Orders

1. To view the submitted meal orders, choose the “Submitted Meal Orders”

2. Select the “Download” option to download the submitted meal order summary report

3. The downloaded report will be as follows,

Monthly Order Report Download

Monthly Order Report

The monthly order report summarizes all sales transactions within a month, detailing product quantities, prices, and revenue generated, providing insights into sales performance and trends.

Steps to Download Monthly Order Report

Step 1: Login

1. Log in to your DineConnect account

Step 2: Monthly Order Report

1. On the left side of the dashboard, “Clique” → “Report” → “Monthly Order”

2. “Submitted Monthly Order” window opens,

3. Select the status,

   1. “NoFilter” - Choose this option to view all the orders

   2. “Unsubmitted” - Choose this option to view the orders that are in draft status

   3. “Submitted - Choose this option to view orders that have been submitted

   4. “DO” (Delivery Order) - Choose this option to view orders that have been delivered

   5. “Invoice” - Choose this option to view orders that have been invoiced

4. Choose the center if you wish to exclusively filter the orders for that specific location

5. After choosing the center, Select “Save”

6. Now, Select the month for which you'd prefer to generate the report

Note: Date-based selection will be applicable only for orders that have been delivered. For other orders, selection will be limited to choosing the entire month

Step 3: Downloading the Monthly Order Report

1. After selecting the status, click on "Search" to access the orders

2. Now, select "Action" and then select "Month Order" to download the month order

3. The monthly order will be downloaded in PDF format as follows,

Note: This method is applicable only for Nofilter, Unsubmitted, and Submitted orders

Step 3.1: Downloading Delivery Order

1. Select “DO” in the status

2. Select the specific “Date” for which you wish to download the delivery order

3. Click on "Search" to access the orders

4. Now, select "Action" and then select "Download Delivery Order" to download the delivery order

5. The delivery order will be downloaded in PDF format as follows,

6. To download all the delivery orders (DOs) for that particular date, click on "Download All DOs"

7. The delivery orders will be downloaded in PDF format as follows,

Step 3.2: Downloading Invoiced Orders

1. Select “Invoice” in the status

2. Select the particular “Month” for which you wish to download the invoice order

3. Click on "Search" to access the orders

4. To enter the customer reference, select "Action" and then select "Customer Reference"

5. The “Customer Reference” pop-up window appears, now enter the customer reference number

6. Click on "Save" to confirm the entry

7. Now, select "Action" and then choose "Download Invoice" to initiate the download of the invoiced order

8. The invoice order will be downloaded in PDF format as follows,

Step 3.3: Downloading All Submitted Orders

1. Select “Submitted” in the status,

2. Select the relevant “Month” for which you intend to download all submitted orders

3. Click on "Search" to access the orders

4. To download all the submitted orders for that particular date, click on "Download All Submitted Orders"

5. The Submitted orders will be downloaded in PDF format as follows,

6. To download the packet reports for the month, click on “Packet Reports”

7. The packet reports will be downloaded in Excel format as follows,

Step 4: Converting Submitted to Draft

1. Select “Submitted” in the status,

2. Select the relevant “Month” for which you intend to convert the order to a draft

3. Click on "Search" to access the orders

4. Now, select "Action" and then choose "Change to Draft"

5. The order will be converted to a draft and will be accessible in the "Unsubmitted" status

Changing the Number of Order Up to Days

Order Up to Days

Allow Order Up To in Days is a feature that sets the maximum number of days in advance a customer can place an order.

Steps to Change the Order Up to Days

Step 1: Login

1. Log in to your DineConnect account

Step 2: Changing the Order Up To Days

1. On the left side of the dashboard, “Administration” → “Setting”

2. Select “Clique”

3. Enter the number of days in advance customers should place their orders

Step 3: Email Notification

1. Select the "Start Order for the Month" option, to send customers a reminder email/Whatsapp/SMS at the beginning of each month to place their orders. If orders are made, a summary of their orders will be sent

2. Select the "Monthly Order Summary" option to send a message every Monday morning to customers who have not yet submitted (kept in draft) their orders

Step 4: Editing the Template

1. On the left side of the dashboard,  “Administration” → “Templates” 

2.  To edit “Start Order for the Month” Select “Monthly Clique Month Order” and to edit "Monthly Order Summary" select “Weekly Clique Month Order”

3. Now, Select the "Actions" option for the template you wish to edit, then click "Edit"

4. Template appears, and you can make the necessary changes

5. After making the necessary changes, “Save” the updated template.

Access Matrix

Step 1: Login

1. Log in to your DineConnect account.

Step 2: Access to the Roles

1. On the left side of the dashboard, “Administration” → “Roles”

2. The Roles screen appears you'll find default roles like Admin, User, Member, Employee, and Customer.

3. If you wish to add new roles, choose "Create New Role" and add the needed information

4. Now, Select the "Actions" option for the role name you want to edit, then proceed to click on "Edit"

5. Click on "Permissions" and proceed to select all the permissions that need to be added

Note: For the admin role, all permissions will be predefined, while for other roles, permissions must be assigned individually as per need

6. After giving the permissions, click “Save” to confirm the changes