How to Configure a Claim

What is claim management?

A centralized location for configuring and managing all product claims.

Why configure claims?

To simplify the process of connecting product claims to items, formulas, citations, and documents.

How to Configure a New Claim

Step 1: Navigate to the Formulas > Product Claims sub-tab.

Step 2: Select New.

Step 3: Add a Name and click Continue. 

Step 4: Navigate to the Conditions section via the left nav-bar.

Click the Add Condition Set dropdown. Conditions can be applied to attributes throughout the system to assess item values such as Kosher, or recipe values such as 'Low Fat'.

Step 5: Choose the condition(s) necessary to validate the claim. 

They're separated into two sections:

• Item Level Conditions
  • Data Sheet: Attribute value(s) found on an Item Data Sheet (Items tab).
  • Item Supplied: Attribute value(s) found on an Item Supplied record (Items Supplied tab).
  • Specification: Attribute value(s) found on a specification (Specifications tab).
• Formula Level Conditions:
  • Recipe Components: Attribute value(s) associated with the individual parts of a recipe.
  • Recipe Totals: Attribute value(s) associated with a complete recipe.

Step 6 (optional): Connect the claim to any existing formulas, items, citations, or documents using the left-hand navigation menu.

Step 7: Click Save and re-enter your site password to validate the changes.

How to Add a Claim from Within a Formula

Step 1: From the Formulas tab, navigate to an existing recipe.

Step 2: Click on the Claims & Restrictions sub tab > Claims.

Step 3: Click Manage Claims.

Step 4: Click Assign next to any claim(s) that need to be added.

Step 5: Click Done.

How to Evaluate a Claim Within a Formula

Step 1: From the Formulas tab, navigate to an existing recipe.

Step 2: Click on the Claims & Restrictions sub tab > Claims.

Step 3: Identify the claim you wish to evaluate using the column headers.

• A green checkmark indicates that the item and/or formula level conditions for this claim have been met.
• A red “x” indicates that the item and/or formula level conditions for this claim have not been met.
• "Multiple" indicates a recipe containing multiple items. Click the dropdown arrow next to that row's name to see each item's claim results.