How to add Requirements via the To Do Chart.

Overview

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 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 or by selecting the 'To Do Chart' icon in the Toolbar Menu. 

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

Ad-Hoc 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.

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

Guide

In the side menu of RMS, go to Charts > To Do Chart.

1. Select 'Add'.
2. Select 'Add Requirement'.
   
    
3. Select a Requirement.
4. Enter a Description.
5. Select a Date Range.
   Select 'Required Daily' (Optional).
   Select 'Monitor this Requirement' (Optional).
   Only available to same day Requirements, and will require a User to mark as Completed.
6. Select 'Save/Exit'.