Generate Meal and Transport Documents for Social Group Events

This topic explains how to generate the Meals Delivery and Transport Run documents for social group events. This helps support accurate meal preparation and transport coordination for social group events.

Keywords: social group events, meal delivery document, transport run document, generate event documents, client transport details, event attendance management, dietary requirements report, transport planning document, community event documentation

1. Go to Community > Social Groups and select a social group.

2. Click on a published event.

3. Select Manage Attendance.

Printing Options

1. Click the Print icon next to Edit Event.

2. In the Print Options, select one of the following:

Meals Delivery: provides the meal requirements for clients attending the event. Clients marked as not going are excluded.
Transport Run: provides current client and transport details to support run planning and coordination with the transport provider.
Social Group Event: provides an event plan with the information staff need to coordinate the social group event.

Note: Make sure your organisation has a logo uploaded to avoid errors when downloading the print file.

3. Click Send to Email to send the document to the event manager

4. Click Download to save the document as a PDF.

Sample Meals Delivery Report

This document provides details to support meal preparation and delivery for participants. The system pulls information from the Allergies and Special Dietary Requirements section of the client profile.

The report includes:

Client ID and name
Food allergies
Texture requirements
Serving size
Dietary notes

Column	Source	Logic / Rules
Client ID	User ID in CareVision	Direct field mapping
Client Name	Client Profile (Detailed Profile)	Format as: Last Name, First Name
Food Allergies	Allergies and Special Dietary Requirements	Include all entries classified as allergies or dietary requirements, formatted as comma-separated values
Texture	Allergies and Special Dietary Requirements	Include only entries where the dietary requirement name exactly matches or contains the keyword "Texture"
Serving Size	Allergies and Special Dietary Requirements	Include only entries where the dietary requirement name exactly matches or contains the keyword "Serving Size"
Dietary Notes	Allergies and Special Dietary Requirements + Client Groups	Include all dietary requirement entries excluding those identified as "Texture" or "Serving Size" + append Meal Requirements Client Group Notes

Sample Transport Report Document

The Transport Run document outlines participant transport arrangements for the event. It accounts for participants who require transport and those who do not.

It includes:

Event address
Client ID and name
Pickup and drop-off details
Contact information (telephone and mobile)
Alerts and mobility type

Note: Fill in the event’s start location and end location for accurate transport details in the printout.

Column	Source	Logic / Rules
Client ID	User ID in CareVision	Direct field mapping
Client Name	Client Profile (Detailed Profile)	Format as: Last Name, First Name
Pickup Details	Booking	Use Start Location
Drop Off Details	Booking	Use End Location; if empty, fallback to Start Location
Tel	Client Profile (Detailed Profile)	Use Landline Number
Mobile	Client Profile (Detailed Profile)	Use Mobile Number
Alerts	Client Profile + Client Groups	Combine Client Contact Alerts + Transport Notes (Client Group Notes)
Mobility Type	Client Groups	From Group Set "Mobility Type", include Client Group Name where it matches: "Independent - Non-Assisted" or "Independent with Assistance"

This topic explained how to generate Meals Delivery and Transport Run documents for social group events. For more information about generating event documents, contact the CareVision Support Team.