Reservation Trace
Add a Trace to a Reservation in RMS.
A Reservation Trace is an inter or intra-departmental note that can be tracked and managed on the Reservation or To Do Chart.
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Information
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Use
- Add Button
Information
A Reservation Trace is an inter or intra-departmental note that can be tracked and managed on the Reservation 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 Reservation Trace will be visible on the 'Requirement/Trace' section or tab of the Reservation 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.
-
Use
- Add Button
Use
- Go to the Toolbar Menu Reservation Search in RMS.
- Enter the Guest Name or Reservation Number and press 'Enter'.
- Select the
'Requirement Options' icon on the Reservation. - Select 'Add Trace'.
- 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 a Repeat Frequency.
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Optional: Select a User.
- Optional: Select the checkbox 'Send to Message Centre'.
- Save/Exit.
Navigate to the 
'Requirement/Trace' tab to view and manage the full list of Requirements and Traces on the Reservation.
Select the 
'Expand' icon to open the Requirement/Trace section on the Reservation.
The Trace Description must be less than 50 characters and will appear on the To Do Chart and the 'Requirement/Trace' section and tab of the Reservation.
The Long Description can be viewed by opening the Trace Details.
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Guide
- Add Button
Guide
Go to the Toolbar Menu Reservation Search in RMS.
Enter the Guest Name or Reservation Number and press 'Enter'.
Select the 
'Requirement Options' icon on the Reservation.
Select 'Add Trace'.
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 a 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 Reservation.
A Reservation Trace can be viewed and managed on the 'Requirement/Trace' section or tab of the Reservation and on the To Do Chart.
Select the 
'Save/Exit' icon to store the changes made and leave the Reservation.
Use
- Go to the Toolbar Menu Reservation Search in RMS.
- Enter the Guest Name or Reservation Number and press 'Enter'.
- Select the 'Requirement Options' icon on the Reservation.
- Select 'Add Trace'.
- 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 a Repeat Frequency.
-
Optional: Select a User.
- Optional: Select the checkbox 'Send to Message Centre'.
- Save/Exit.
Navigate to the 'Requirement/Trace' tab to view and manage the full list of Requirements and Traces on the Reservation.
Select the 'Expand' icon to open the Requirement/Trace section on the Reservation.
The Trace Description must be less than 50 characters and will appear on the To Do Chart and the 'Requirement/Trace' section and tab of the Reservation.
The Long Description can be viewed by opening the Trace Details.
-
Guide
- Add Button
Guide
Go to the Toolbar Menu Reservation Search in RMS.
Enter the Guest Name or Reservation Number and press 'Enter'.
Select the 'Requirement Options' icon on the Reservation.
Select 'Add Trace'.
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 a 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 Reservation.
A Reservation Trace can be viewed and managed on the 'Requirement/Trace' section or tab of the Reservation and on the To Do Chart.
Select the 'Save/Exit' icon to store the changes made and leave the Reservation.
