Overview

Traces are inter- or intra-departmental notes used to communicate or delegate tasks within the property. They can be tracked and managed across various modules, including the To Do Chart, Area, Reservation, Company, Travel Agent, Guest, or Group.

A Group Trace is a type of Trace specifically linked to a Group and can be viewed and managed from the Trace tab of the Group screen or via the To Do Chart.

Traces are often used to assign responsibilities to specific Departments, with the option to:

• Select a User within that department

• Send a notification to the selected User via the Message Centre

Traces can include:

• A Due Date

• A Repeat Frequency within a defined Date Range

• A status that can be marked as Completed by Users with the appropriate Security Profile access

Guide

A Group represents a named allotment that can be associated with a Company, Travel Agent, or a Master Reservation. Allotments are inventory blocks reserved for a specific Property, Category, or Area, and are accessible only to selected entities. 

1. Go to Reservations > Groups.
2. Select Edit on an existing Group.

1. Navigate to the Trace tab.
2. Select Add.

1. Choose a Department.
2. Select a Trace Template (Optional).
3. Enter a Description.
4. Input a Long Description.
5. Select a Due Date or a Date Range.
6. Date Range: Select the Repeat Frequency.
7. Select a User (Optional).
8. Enable the checkbox Send to Message Centre (Optional).
9. Choose an Allotment (Optional) .
10. Select Save/Exit.