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.

Configure a New Claim

Step 1: Navigate to the 'Product Claims' sub-tab within the main Formulas page.

Step 2: Select 'New'.

Step 3: Add a name.

Step 4: Click 'Add Condition Set' from the Conditions page. 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:

• 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.

Add a Claim from Within a Formula

Step 1: Navigate to an existing recipe on the Formulas tab.

Step 2: Click 'Claims' from the list of navigation options.

Step 3: Click 'Manage Claims'.

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

Step 5: Click 'Done'.

Evaluate a Claim Within a Formula

Step 1: Navigate to an existing recipe on the Formulas tab.

Step 2: Click 'Claims' from the list of navigation options.

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.