Group Trace
Add a Trace to a Group in RMS.
A Group Trace is an inter or intra-departmental note that can be tracked and managed on the Group or To Do Chart.
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Information
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Use
- Add Button
Information
A Group Trace is an inter or intra-departmental note that can be tracked and managed on the Group or To Do Chart.
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.
A Trace can be used to communicate or delegate tasks to a Department.
A Group is a named allotment that can be used for a Company, Travel Agent or Master Reservation.
Allotments are allocations of inventory for a Property, Category or Area that can only be accessed by selected entities.
A Group Trace can be viewed and managed on the 'Trace' tab of the Group 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 Reservations > Groups in the Side Menu of RMS.
- Select the
'Edit' icon on an existing Group. - Navigate to the 'Trace' tab.
- Select the
'Add' icon. - 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'.
- Optional: Select an Allotment.
- Save/Exit.
The Trace Description must be less than 50 characters and will appear on the To Do Chart and the 'Trace' tab for the Group.
The Long Description can be viewed by opening the Trace Details.
Selecting an Allotment on the Group Trace will include the Trace on any Reservation for the Group that deducts from the selected allotment.
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Guide
- Add Button
Guide
Go to Reservations > Groups in the Side Menu of RMS.
Select the 
'Edit' icon on an existing Group.
Navigate to the 'Trace' tab.
Select the 
'Add' icon.
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'.
Optional: Select an Allotment.
Select the 
'Save/Exit' icon to store the changes made and return to the Group.
Select the 
'Save/Exit' icon to store the changes made and leave the Group.
A Group Trace can be viewed and managed on the 'Trace' tab of the Group and on the To Do Chart.
Use
- Go to Reservations > Groups in the Side Menu of RMS.
- Select the 'Edit' icon on an existing Group.
- Navigate to the 'Trace' tab.
- Select the 'Add' icon.
- 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'.
- Optional: Select an Allotment.
- Save/Exit.
The Trace Description must be less than 50 characters and will appear on the To Do Chart and the 'Trace' tab for the Group.
The Long Description can be viewed by opening the Trace Details.
Selecting an Allotment on the Group Trace will include the Trace on any Reservation for the Group that deducts from the selected allotment.
-
Guide
- Add Button
Guide
Go to Reservations > Groups in the Side Menu of RMS.
Select the 'Edit' icon on an existing Group.
Navigate to the 'Trace' tab.
Select the 'Add' icon.
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'.
Optional: Select an Allotment.
Select the 'Save/Exit' icon to store the changes made and return to the Group.
Select the 'Save/Exit' icon to store the changes made and leave the Group.
A Group Trace can be viewed and managed on the 'Trace' tab of the Group and on the To Do Chart.
