Information on Traces in RMS, and adding them to a Reservation or Account.

Overview

A Trace is an inter- or intra-departmental note used to communicate, delegate, and track tasks across various areas of the system.

A Reservation Trace specifically refers to a note attached to a reservation. It appears in both the ‘Requirement/Trace’ tab of the reservation, on the To Do Chart, and in the Traces Report.

This facilitates clear visibility across relevant departments, supporting prompt and effective follow-up actions.

Key Features

• Can be assigned to a Department, with the option to select a specific User.

• Optional notifications can be sent to the selected user's Message Centre.

• Include a Due Date, or set a Repeat Frequency within a defined Date Range.

• Traces can be marked as ‘Completed’ by users with the appropriate Security Profile access.

Guide - Reservation

Traces streamline communication, enhance accountability, and ensure important tasks are tracked and completed efficiently.

Open the Reservation in RMS.

1. Navigate to Requirement Options.
2. Select Add Trace.
   
    
3. Choose a Department.
   Select a Trace Template (Optional).
4. Enter a Description (less than 50 characters).
5. Enter a Long Description.
6. Select a Due Date or define a Date Range.
   Set a Repeat Frequency for the date range (Optional).
7. Assign the Trace to a specific User (Optional).
   Enable Send to Message Centre if a notification is needed (Optional).
8. Select Save/Exit.
   

Guide - Account

Open the Reservation in RMS.

1. Navigate to the Accomm account.
   
    
2. Click Other.
3. Select Trace.
   
    
4. Click Add.
   
    
5. Choose a Department.
   Select a Trace Template (Optional).
6. Enter a Description (less than 50 characters).
7. Enter a Long Description.
8. Select a Due Date or define a Date Range.
   Set a Repeat Frequency for the date range (Optional).
9. Assign the Trace to a specific User (Optional).
   Enable Send to Message Centre if a notification is needed (Optional).
10. Select Save/Exit.