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Move an Area to an Inactive Category

How to move an Area to an inactive Category in RMS.

 

Overview

An Area is a physical space available for reservation within a specific Category.

A Category defines the type of physical space available for a Reservation at the Property.

An Area cannot be deleted once a reservation has been assigned to it.

The Area would need to be moved to a Category which is set as inactive. By doing this, the Area is removed from view on the Booking Chart, but the historical reservations stay in place.

It is recommended that Statistics be disabled when an Area is no longer in use in the database.

✎ 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.

 

 

★ Tip: An Area cannot be moved to an Inactive Category if there are any future reservations or maintenance blocks. Use the Reservation List to locate the future reservations and\or blocks.
⚠ Warning: Changing the Category an Area belongs to in RMS will affect historical reporting including Operational Revenue and Statistics for both the original and new Category.

 

Guide

In the side menu of RMS, go to Setup > Category/Area.

  1. Select 'Edit' on an existing Category.
    RMS Category/Area list showing multiple Categories with one Category highlighted and the Edit option selected to open its configuration.
     
  2. Navigate to the 'Area' tab.
  3. Select the Area.
  4. Select 'Move'.
    RMS Category setup window on the Area tab displaying a list of Areas belonging to the Category, with one Area selected and the Move button highlighted to change it to a different Category.
     
  5. Choose an Inactive Category.
  6. Select 'Apply'.
    RMS Move Area dialog showing the selected Area and a drop-down or list of Categories, with an inactive Category chosen as the new Category and the Apply button highlighted to confirm the mov
     
  7. Select 'Save\Exit',
    RMS Category setup window after moving the Area, showing the updated Area list and the Save/Exit button highlighted to save the changes and remove the Area from active booking views.
     

 

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