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    To Do Chart Requirement

    Add a Requirement on the To Do Chart in RMS.

    Decision Tree

    A Requirement can be added to the To Do Chart to manage tasks not related to a Guest, Company, Travel Agent or Reservation.

    • Information
    • Use
    • Add Button

    Information

    A Requirement can be added to the To Do Chart to manage tasks not related to a Guest, Company, Travel Agent or Reservation.

    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.

    The To Do Chart provides a central overview and management of Packages, Requirements, Traces and Meal Plans at a Property.

    The To Do Chart includes views for Reservation Requirements, Non-Reservation Requirements, Packages, Meal Plans, Traces or all and can be filtered to only display outstanding or completed Traces or Requirements.

    Traces are inter or intra-departmental notes that can be tracked and managed on the To Do Chart, Reservation, Company, Travel Agent or Guest.

    A Trace can be used to communicate or delegate tasks to a Department.

    Adhoc Requirements or Traces not associated to a Reservation, Company, Travel Agent or Guest can be created on the To Do Chart to manage tasks between Users.

    Adhoc Requirements do not include a Sundry Charge as there is no associated Account to create the charge on.

    Traces are inter or intra-departmental notes that can be tracked and managed on the To Do Chart, Reservation, Company, Travel Agent or Guest.

    A Trace can be used to communicate or delegate tasks to a Department.



    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

    1. Go to Charts > To Do Chart in the Side Menu of RMS.
    2. Select the 'Add' icon.
    3. Select 'Add Requirement'.
    4. Select a Requirement.
    5. Enter a Description.
    6. Select a Date Range.
    7. Optional: Select the checkbox 'Required Daily'.
    8. Optional: Select the checkbox 'Completed Requirement'.
    9. Save/Exit.



    The checkbox 'Add To Master Requirement List' can be used to setup a new Requirement using the Description entered.



    • Guide
    • Add Button

    Guide

    Go to Charts > To Do Chart in the Side Menu of RMS.

    Select the  'Add' icon.

    Select 'Add Requirement'.

    Select a Requirement.

    Enter a Description.

    Select a Date Range.

    Optional: Select the checkbox 'Required Daily' to repeat the Requirement each day within the selected date range.

    Optional: Select the checkbox 'Completed Requirement'.

    Select the  'Save/Exit' icon to store the changes made and return to the To Do Chart.

    The adhoc Requirement will be included in the Requirements List for the selected date.


    Use

    1. Go to Charts > To Do Chart in the Side Menu of RMS.
    2. Select the 'Add' icon.
    3. Select 'Add Requirement'.
    4. Select a Requirement.
    5. Enter a Description.
    6. Select a Date Range.
    7. Optional: Select the checkbox 'Required Daily'.
    8. Optional: Select the checkbox 'Completed Requirement'.
    9. Save/Exit.



    The checkbox 'Add To Master Requirement List' can be used to setup a new Requirement using the Description entered.



    • Guide
    • Add Button

    Guide

    Go to Charts > To Do Chart in the Side Menu of RMS.

    Select the  'Add' icon.

    Select 'Add Requirement'.

    Select a Requirement.

    Enter a Description.

    Select a Date Range.

    Optional: Select the checkbox 'Required Daily' to repeat the Requirement each day within the selected date range.

    Optional: Select the checkbox 'Completed Requirement'.

    Select the  'Save/Exit' icon to store the changes made and return to the To Do Chart.

    The adhoc Requirement will be included in the Requirements List for the selected date.



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