Overview

A Company Trace is an inter- or intra-departmental note used to track and manage communication or task delegation related to a specific Company.

Traces are a valuable tool for ensuring follow-ups, task accountability, and interdepartmental coordination.

Please Note! RMS is highly configurable. Some Terminology, User Access & Permissions, Images, Labels, and Functions used in these articles may differ from your setup. CLICK HERE to find out more.

Key Features of Company Traces

• Communication and Task Management
  Traces can be used to communicate information or assign tasks to a specific Department.

• Trace Visibility
  Company Traces appear on:

  • The Requirements/Trace tab of the Company profile

  • The To Do Chart for the assigned Department or User

• User Assignment & Notifications
  A trace can be assigned to a specific User within the selected Department.

  • Enable ‘Send to Message Centre’ to notify the User directly (Optional).

• Flexible Scheduling
  Traces can include:

  • A Due Date for one-time tasks

  • A Date Range with a Repeat Frequency for recurring tasks

• Completion Tracking
  Traces can be marked as Completed by Users with the appropriate Security Profile permissions.

Additional Tools

• Trace Templates
  Predefined Trace Templates can be used to quickly populate common trace details.

  • Templates can be created for a Company, Area, Travel Agent, Reservation, Guest, or Group

  • Only templates associated with the selected Department will be available

• Reporting
  The Traces Report provides an overview of all traces within a selected date range, making it easy to monitor follow-ups and outstanding tasks.

Guide

In the side menu of RMS, go to Setup > Company.

1. Select Edit on an existing Company.
    
2. Go to the Requirements/Trace menu.
3. Click Add.
4. Select Add Trace.
    
5. Select the Department.
   Select a Trace Template to auto-fill details (Optional).
6. Enter a Description (less than 50 characters).
7. Enter a Long Description.
8. Select a Due Date or select a Date Range if the trace should span multiple days.
   If a Date Range is selected, select a Repeat Frequency (Optional).
   Assign a User to the trace (Optional).
   Check Send to Message Centre to notify the selected User (Optional).
9. Select Save/Exit.

The Company Trace will appear under the 'Requirements/Trace' tab of the Company profile and on the To Do Chart.