Daily Requirements
View and manage Daily Requirements on the To Do Chart in RMS.
Daily Requirements enables users to view and manage all Requirements for a particular date from the To Do Chart.
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Information
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Use
- Add Button
Information
Daily Requirements enables users to view and manage all Requirements for a particular date from the To Do Chart.
Requirements can be edited or the Reservation opened whilst viewing the Day Requirements for the selected date.
Requirements can be viewed by Reservation Requirements, Non Reservation Requirements or All.
Reservation is a default System Label that can be customised.
Users will require Security Profile access to use this feature.
-
Use
- Add Button
Use
- Go to Charts > To Do Chart in RMS.
- Select the
'Daily Requirements' icon. - Select the Requirement Date.
- Select a View.
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Optional: Edit a Requirement.
- Select the
'Edit' icon. - Update the Requirement Details.
- Save/Exit.
- Select the
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Optional: Print a Requirements List.
- Select the
'Print' icon. - Select a Date Range.
- Optional: Select the checkbox 'Hide Amounts'.
- Optional: Select the checkbox 'Group by Time/Requirement'.
- Select the Requirements or Packages.
- Print.
- Select the
- Exit.
Select a Reservation Number to open the reservation.
-
Guide
- Add Button
Guide
Go to Charts > To Do Chart in RMS.
Select the 
'Day Requirements' icon.
Select the Requirement Date.
Select a View.
Optional: Edit a Requirement.
Select the 
'Edit' icon.
Update the Requirement Details.
Select 'Save/Exit' to store the changes made and return to the Day Requirements.
Optional: Print a Requirements List.
Select the 
'Print' icon.
Select a Date Range.
Optional: Select the checkbox 'Hide Amounts'.
Optional: Select the checkbox 'Group by Time/Requirement'.
Select the Requirements or Packages.
Select the 'Print' icon.
The Requirements List report will be generated using the selected options.
Select 'Exit' to return to the To Do Chart.
Use
- Go to Charts > To Do Chart in RMS.
- Select the 'Day Requirements' icon.
- Select the Requirement Date.
- Select a View.
-
Optional: Edit a Requirement.
- Select the 'Edit' icon.
- Update the Requirement Details.
- Save/Exit.
- Select the
-
Optional: Print a Requirements List.
- Select the 'Print' icon.
- Select a Date Range.
- Optional: Select the checkbox 'Hide Amounts'.
- Optional: Select the checkbox 'Group by Time/Requirement'.
- Select the Requirements or Packages.
- Print.
- Select the
- Exit.
Select a Reservation Number to open the reservation.
-
Guide
- Add Button
Guide
Go to Charts > To Do Chart in RMS.
Select the 'Day Requirements' icon.
Select the Requirement Date.
Select a View.
Optional: Edit a Requirement.
Select the 'Edit' icon.
Update the Requirement Details.
Select 'Save/Exit' to store the changes made and return to the Day Requirements.
Optional: Print a Requirements List.
Select the 'Print' icon.
Select a Date Range.
Optional: Select the checkbox 'Hide Amounts'.
Optional: Select the checkbox 'Group by Time/Requirement'.
Select the Requirements or Packages.
Select the 'Print' icon.
The Requirements List report will be generated using the selected options.
Select 'Exit' to return to the To Do Chart.
