Area Trace
Add a Trace to an Area in RMS.
An Area Trace can be used to track and manage an inter or intra-departmental note for an Area.
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Information
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Use
- Add Button
Information
An Area Trace can be used to track and manage an inter or intra-departmental note for an Area.
Traces are inter or intra-departmental notes that can be tracked and managed on the To Do Chart, Area, Reservation, Company, Travel Agent, Guest or Group.
An Area Trace will be visible on the 'Traces' tab of the Area and on the To Do Chart.
A Trace can be added for a Department with the option to select a User and send a notification to the Message Centre for the selected User to be notified.
Traces can be added with a Due Date or with a Repeat Frequency during a Date Range.
Traces can be marked as 'Completed' by a User with Security Profile access.
Requirements are extra items or services for the Guest that can be added to and tracked on a Reservation with the ability to include a Sundry Charge.
A Trace Template can be selected to pre-fill Trace details using the selected template.
Trace Templates can be setup for an Area, Company, Travel Agent, Reservation, Guest or Group.
Only Trace Templates for the selected Department will be available for selection.
The Traces Report can be used to monitor or review all Traces for the selected date range.
Category, Area, Reservation, Company, Travel Agent and Guest are default System Labels that can be customised.
Users will require Security Profile access to use this feature.
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Use
- Add Button
Use
- Go to Setup > Category/Area in the Side Menu of RMS.
- Select the
'Edit' icon on an existing Category. - Navigate to the 'Area' tab.
- Select an existing Area and choose 'Edit'.
- Navigate to the 'Traces' tab.
- Select 'Add'.
- Select a Department.
- Optional: Select a Trace Template.
- Enter a Description.
- Enter a Long Description.
- Select a Due Date or a Date Range.
- Date Range: Select the Repeat Frequency.
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Optional: Select a User.
- Optional: Select the checkbox 'Send to Message Centre'.
- Save/Exit.
The Trace Description must be less than 50 characters and will appear on the 'Traces' tab of the Area and on the To Do Chart.
The Long Description can be viewed by opening the Trace Details.
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Guide
- Add Button
Guide
Go to Setup > Category/Area in the Side Menu of RMS.
Select the 
'Edit' icon on an existing Category.
Navigate to the 'Area' tab.
Select an existing Area and choose 'Edit'.
Navigate to the 'Traces' tab.
Select 'Add'.
Select a Department.
Optional: Select a Trace Template.
Enter a Description.
Enter a Long Description.
Select a Due Date or a Date Range.
Date Range: Select the Repeat Frequency.
Optional: Select a User.
Optional: Select the checkbox 'Send to Message Centre'.
Select the 
'Save/Exit' icon to store the changes made and return to the Area.
Select 'Save/Exit' to store the changes made and leave the Area.
Select 'Save/Exit' to store the changes made and leave the Category.
The Area Trace will be visible on the 'Traces' tab of the Area and on the To Do Chart.
Use
- Go to Setup > Category/Area in the Side Menu of RMS.
- Select the 'Edit' icon on an existing Category.
- Navigate to the 'Area' tab.
- Select an existing Area and choose 'Edit'.
- Navigate to the 'Traces' tab.
- Select 'Add'.
- Select a Department.
- Optional: Select a Trace Template.
- Enter a Description.
- Enter a Long Description.
- Select a Due Date or a Date Range.
- Date Range: Select the Repeat Frequency.
-
Optional: Select a User.
- Optional: Select the checkbox 'Send to Message Centre'.
- Save/Exit.
The Trace Description must be less than 50 characters and will appear on the 'Traces' tab of the Area and on the To Do Chart.
The Long Description can be viewed by opening the Trace Details.
-
Guide
- Add Button
Guide
Go to Setup > Category/Area in the Side Menu of RMS.
Select the 'Edit' icon on an existing Category.
Navigate to the 'Area' tab.
Select an existing Area and choose 'Edit'.
Navigate to the 'Traces' tab.
Select 'Add'.
Select a Department.
Optional: Select a Trace Template.
Enter a Description.
Enter a Long Description.
Select a Due Date or a Date Range.
Date Range: Select the Repeat Frequency.
Optional: Select a User.
Optional: Select the checkbox 'Send to Message Centre'.
Select the 'Save/Exit' icon to store the changes made and return to the Area.
Select 'Save/Exit' to store the changes made and leave the Area.
Select 'Save/Exit' to store the changes made and leave the Category.
The Area Trace will be visible on the 'Traces' tab of the Area and on the To Do Chart.
