Contents

Title and Copyright Information

1 Getting Started

• Browser Setup
  • Setting Up the Mozilla Firefox Browser
  • Setting Up the Google Chrome Browser
  • Setting Up the Microsoft Internet Explorer Browser
  • Setting Up the Microsoft Edge Browser
  • Setting Up the Apple Safari Browser
• Signing In and Logging Out
• Changing Your Password
• Logging Into a Hub or Different Property
• Quick Launch
  • Managing My Bookmarks
    • Viewing the Property Brochure from Quick Launch
  • Quick Searches
    • Advance Checked In Screen
• Home Dashboard
  • Managing Dashboard Pages
  • Managing Dashboard Tiles
    • Advance Check In Tile
    • Updating Room Status from the Dashboard
• Page Composer
  • Enabling Page Composer
  • Customizing or Personalizing a Screen with Page Composer
  • Page Composer Field Property Descriptions

Part I OPERA Cloud

2 Client Relations

• Profiles
  • Copying Bank Accounts to Other Properties
• Managing Profiles
  • Creating Profiles
  • Viewing and Editing a Profile
  • Viewing and Adding Primary Details to a Profile
  • Linking Profiles
  • Viewing Other Profiles Attached to Reservations
  • Adding a VIP Status to a Profile
  • Adding Identification Information to a Profile
  • Adding Search Keywords to a Profile
  • Adding Guest Preferences to Profiles
  • Adding or Clearing an Alternate Name or Incognito Name for a Profile
  • Adding Profile Communications
  • ID Document Scanning
  • Adding Notes and Internal Comments to a Profile
  • Attaching Files to a Profile
  • Viewing Profile Future and Past Stays
  • Viewing a List of Recently Viewed Profiles
  • Making a Guest Profile Private
  • Deactivating a Profile
  • Restricting a Profile
  • Downloading a Profile from the Central Reservation Database
  • Profile Anonymization
  • Guest Revenue Statistics
• Membership
  • Calculating or Expiring Membership Points
  • Membership Types
  • Upgrading, Downgrading, or Renewing Membership Types in Batch
  • Searching by Membership Level
  • Managing Membership Information

3 Bookings

• Reservations
  • About Reservations
    • Suppress Rates
  • Booking a Reservation
    • Copying Reservations
    • Copy Credit Card Payment Method
    • Creating a Multi-Segment Stay Reservation
    • Waitlist
    • Turnaways
    • Shared Reservations
      • Redistributing Guests Within Shared Reservations
      • Separating (Breaking) a Shared Reservation
      • Moving a Shared Reservation to a Different Property
      • Changing Shared Reservation Rate Sharing Methods
      • Adding New Sharers to Shared Reservations
      • Combining Reservations into a Share
      • Creating Shared Reservations at Booking
    • Future and Past Stays
    • Pre-Register Guests
    • Viewing the Property Brochure While Booking Reservations
    • Sell Messages
    • Closing Scripts
    • Confirmation Numbers
    • Reservation Discounts
    • Creating a Multi-Room Reservation
  • Managing Reservations
    • Modifying Reservations
      • Credit Card Authorization Reversals
      • Editing Stay Details
      • Confirming Reservations
      • Assigning Rooms to a Reservation
      • Attaching Items Outside of Stay Dates
      • Linked Reservations
      • Viewing and Adding Information in Call History
      • Managing Locators
      • Managing Transportation
      • Managing Daily Details
      • Fixed Rates
      • Auto Attach Elements
      • Rate Changes During Stay
      • External References
      • Common Reservation Actions
      • Marking a Room as Do Not Move
      • Moving Reservations to Other Properties
      • Managing Additional Details
      • Managing Room Interfaces
    • Reservation Notifications
      • Searching for Reservations Flagged for External Guest Notifications
      • Reservation Alerts
      • Creating Guest Messages
      • Adding Notes to Reservations
      • Adding Traces to Reservations
      • Managing Messages
      • Service Requests
      • Managing Wake Up Calls
    • Reservation Billing
      • Routing Instructions
      • Creating Routing Instructions
      • Reservation Deposits and Cancellations
      • No Show and Cancellation Postings
      • Payment Instructions
      • Managing Fixed Charges
      • Cancelling a Reservation with a Deposit
    • Reservation Profiles
      • Adding Preferences to Reservations
      • Attaching Memberships to Reservations
      • Adding or Removing Linked / Associated Profiles
      • Guest Communication Details
    • Credit Ratings
    • Credit Card History
    • Cancelling Multiple Reservations
    • Stay Revenue Details
    • Advance Billing and Folios
      • Advance or Interim Billing
    • Transferring Transactions
      • Routing Limits
      • Transferring Transactions Using Drag and Drop
      • Transferring Guest Folio Postings
    • Service Recovery Adjustments
      • Posting Service Recovery Allowance Adjustments
    • Postings, Adjustments, and Payments
      • Moving a Payment Method from One Folio Window to Another
      • Making a Payment to a Guest Account
      • Making an Adjustment to a Guest Account
      • Moving Posted Transactions from One Folio Window to Another
      • Posting Fixed Charges
      • Posting Charges to Guest Folios
      • Posting a Rate Code to a Guest Bill
    • Authorizing Credit Card Transactions
      • Viewing Credit Card History
      • Viewing Credit Card Details
    • Viewing the Billing Summary
    • Finding and Researching Guest Transactions
      • Researching Transactions
    • Queue Rooms
    • Enabling Housekeeping Turndown Service for a Reservation
    • Reservation Upgrades
    • Linking Profiles to Reservations
• Reservations Workspace
  • Property Calendar
  • Setting Guest Wake Up Calls
• Blocks
  • Non-Elastic, Elastic, Sell Limits, and Shoulder Dates
  • Master and Sub Blocks
    • Creating Master and Sub Blocks
  • Master and Sub-Allocations
    • Creating a Master Allocation
    • Creating Sub-Allocations
  • Creating a Block
    • I Want To Actions
      • Modify/Update Block
      • Copying Blocks
      • Creating a Posting Master
  • Creating a Reservation for Blocks
  • Registration Cards
  • Creating Room Keys
  • Generating Key Packets for Blocks
  • Group Tour Series
    • Creating a Group Tour Series
  • Viewing Stay Statistics
  • Viewing Production Changes
  • Viewing Changes Log
  • Applying Changes to Multiple Block Reservations
  • Customizing View Options for Blocks
    • Managing Room Details for Blocks
    • Managing Attachments
    • Managing Block Status
      • Managing Room and Rate Grid
    • Managing Block Reservation Deposits and Cancellations
    • Managing Linked Profiles
    • Managing Block Ownership
    • Managing Access Exclusion for Blocks
    • Managing Block Restrictions
    • Managing Block Rates
    • Managing Packages for Blocks
    • Managing Items for Blocks
    • Managing Reservation Summary for Blocks
    • Managing Block Wash Schedule
    • Adding Sell Messages
    • Adding Traces to Blocks
    • Adding Block Notes
  • Share Block Reservations
    • Creating a Shared Block Reservation
    • Adding a Sharer to a Block Reservation
  • Group Rooms Control
    • Customizing Group Rooms Control
  • Group Rooming Lists
    • Making Block Reservations Using a Rooming List
    • Set Up the Rooming List Spreadsheet
    • Mapping Columns for an Imported Block Rooming List
    • Manually Entering a Block Reservation
    • Changing Template
    • Deleting Rooming List
    • Processing Block Reports
  • Mass Checking In Block Reservations from the Manage Block Screen (Check In Arrivals)
  • Auto Assigning Rooms and Checking In Multiple Block Reservations from the Manage Block Screen (Assign Rooms)
  • Reversing Advance Checked In Reservations
  • Assigning or Removing a Block Code
• Events
  • Creating Events

4 Front Desk

• Arrivals and Check In
  • Verifying Credit Card Rebates
  • Registration Card Prerequisites
  • Adding a Reservation to the Queue
  • Transferring Generates with Main
  • External Guest Notifications
    • External Guest Notifications Conditions and Assumptions
    • External Guest Notifications Impact
    • Flagging a Reservation for External Guest Notifications
  • Checking in Reservations
    • Marking Reservations for Auto Folio Settlement
    • Advance Checking In Reservations
      • Advance Check In (with ETR) a Single Reservation
      • Advance Check In (with ETR) Multiple Reservations (Mass Advance Check In)
      • Advance Check In (with ETR) and Auto Assign Rooms to Multiple Reservations (Mass Advance Check In)
      • Auto Check In of Advance Checked In Reservations
      • Modifying an Advance Checked In Reservation
    • Mass Check In (Check In Multiple Reservations)
      • Mass Check In Prerequisites
      • Mass Check In Conditions and Assumptions
      • Mass Check In Impact
    • Troubleshooting Mass Check In
    • Checking In Multiple Reservations (Mass Check In)
      • To Check In Multiple Reservations (Mass Check In)
      • Mass Checking In Reservations from the Arrivals Screen (Mass Check In)
      • Auto Assigning Rooms and Checking In Multiple Reservations (Auto Assign and Check In)
    • Reversing Mass Checked In Reservations
  • Advance Check In
  • Advance Check In Conditions and Assumptions
  • Advance Check In Impact
  • Troubleshooting Advance Check In
• Front Desk Workspace
  • Quick Check Out
    • Using Quick Check-Out
  • Checking Out Reservations
    • Checking Out with an Open Folio
  • Scheduling a Checkout
  • Checking Out Guests Early
  • Registration Card Screen
  • Registration Card Conditions and Assumptions
  • Registration Card Impact
  • Individual Registration Card Process Flow
  • Batch Registration Card Process Flow
  • Printing Registration Cards
  • Void Folios
    • Voiding a Folio

5 Inventory

• Restrictions
  • Managing Restrictions
• Availability
  • Room Availability
    • Setting Sell Limits
    • Sell Limits
  • Querying and Viewing Room Availability
• Room Management
  • Forecasting Housekeeping Services
  • Viewing Room Discrepancies
  • Housekeeping Board
    • Searching and Viewing Room Status Information from Housekeeping Board
    • Room Statuses
    • Updating Room Status from Housekeeping Board
  • Floor Plans
    • Viewing Floor Plans
  • Room Maintenance
    • Resolving Room Maintenance Requests
    • Reporting Maintenance Issues
    • Assigning Maintenance Staff to Room Maintenance Orders
    • Managing Room Maintenance Requests
    • Communicating Maintenance Work
  • Room Conditions
    • Viewing Room Conditions
    • Setting Room Conditions
  • Site Plan
    • Searching for a Site Plan
    • Viewing Property Site Plans
  • Task Sheets
    • Adding Rooms to the Float Task Sheet
    • Generating Task Sheets
    • Task Sheet Companion: Servicing a Room
    • Opening the Task Sheet Companion
  • Attendant Console
  • Service Request
    • Completing a Service Request
• Viewing Reservation Details from the Housekeeping Board
• Updating Room Status from Room Discrepancies
• Guest Service Status
• Facility Schedule

6 Financials

• Detaching Reservations from Travel Agents or Sources
• Attaching Travel Agents / Sources to Reservations
• Placing Commission Processing on Hold
• Transferring Zero Commissions to History
• Processing Commission Payments
• Cashiering and Finance
  • Transferring Credit Card Payments with Surcharges
  • Selecting Folio Styles for Viewing, Printing
    • Selecting Folio Styles When Printing
    • Detailed Folio (Date) (1)
    • Transaction Code Summary Per Day (Code) (2)
    • Transaction Code Summary Per Stay (Code) (3)
    • Arrangement Summary Per Day (Date) (4)
    • Arrangement Summary Per Stay (Date) (5)
    • One Line Per Day (Date) (6)
    • Daily Summary for Groups (Date) (7)
    • Person Summary for Groups (Date) (8)
    • Detailed Folio (Room) (9)
    • Summary by Stay and Check Number. (Date) (10)
    • Resort Hotel Folio (Date) (11)
    • Daily Plan (Date) (12)
    • Arrangement Summary (Date) (13)
    • Summary by Check Number (Date) (14)
    • Group Folio Subtotal (Date) (15)
    • Group Folio Subtotal Per Guest (Date) (16)
    • Group Folio Subtotal per Trn Code (Date) (17)
    • Group Summary Folio (Room) (18)
    • Group Folio Subtotal Per Room (Date) (19)
    • Group Summary Folio (Alpha) (20)
    • Banquet Folio by Revenue Types (21)
    • Banquet Event (Time) (22)
    • Daily Plan (Room) (23)
    • Detailed Folio (Package) (24)
    • Group Folio (Package) (25)
    • Detailed Folio (Name) (26)
  • Credit Bills On Folios
    • Generating a Credit Bill
  • Batch Charges
    • Auto Folio Settlement Screens
    • Auto Folio Settlement
      • Auto Folio Settlement Process
      • Auto Folio Settlement Impact
      • Auto Folio Settlement Conditions/Assumptions
      • Auto Folio Settlement Prerequisites
      • Troubleshooting Auto Folio Settlement
    • Applying Batch Postings
    • Running Batch Deposits
    • Generating Batch Folios
  • Accounts Receivables
    • Account Types
    • Managing Accounts Receivables Accounts
    • Track Account History
    • Accounts Receivable Statements and Reminders
      • Accounts Receivables Reminders and Reminder Cycles
      • Accounts Receivables Statement Numbering
      • Creating and Generating Accounts Receivable Statements
      • Sending Accounts Receivable Reminders
    • Accounts Receivables Batch Postings
      • Posting Batch Charges
    • Accounts Receivables Finance Charges
    • Direct Bill Transfer
    • Accounts Receivables Fixed Charges
    • Viewing Accounts Receivables Future and Past Stays
    • Accounts Receivable Aging
      • Viewing Accounts Receivable Aging
    • Viewing Accounts Receivables Year View
    • Accounts Receivables Traces
      • Adding Traces to Accounts Receivable Accounts
    • Accounts Receivables Notes
      • Adding Notes to Accounts Receivables Accounts
    • Accounts Receivables Credit Cards
  • Viewing Folio Histories
• Hotel Charge Card
  • Reviewing Postings to the Hotel Charge Card in the Posting Journal
  • Using Credit Limit Overage
    • Credit Card Limit Overage Processing Prerequisites
    • Setting Up Automatic Processing of Credit Card Limit Overages
    • Credit Limit Overages Screen
    • Credit Limit Overages Conditions/Assumptions
    • Credit Card Limit Overage Processing
  • Accessing a Hotel Charge Card Number from the Changes Log
  • Hotel Charge Card Setup
  • Troubleshooting Hotel Charge Card
  • Hotel Charge Card Impact
  • Hotel Charge Card Conditions/Assumptions
  • Hotel Charge Card Prerequisites
• Charging Purchases Using Post It
• Credit Card Settlement
  • Settling Credit Card Transactions
• Calculating Currency Exchanges
• Finding Receipts
• Income Audit
• End of Day Procedures
  • Running End of Day
  • Running End of Day for Multiple Properties
  • Running Income Audit
  • Roll Business Date
  • Post Room and Tax
  • Mandatory and Optional End of Day Sequence Procedures
  • Running End of Day Additional Procedures
  • End of Day and Reservation Statistics
  • Finalizing End of Day
  • Print Interim Reports
  • Print Final Reports
• Manage Billing
  • Cashier Login
  • Pre Stay and Post Stay Charging

7 Miscellaneous

• Concierge and Valet
  • Tracking Parcels, Baggage, Valet, and Lost Items
  • Telephone Operator
• Changes Log
  • Viewing Changes Log Details
• Exports
• Data Exports
  • Export Files
    • Export File Delivery Configuration
      • Export File Details
      • Export Data Definitions
      • Creating and Associating Export Mapping Types and Codes
  • Membership Exports
  • Creating or Editing a General Export File
  • Back Office Exports
  • Creating or Editing a Back Office Export File
  • Exporting a General or Back Office Data File
  • Creating a Component Export File
  • Viewing Export Details

8 Reports

• Reports Overview
• Working with Watermarks
• Oracle Business Intelligence (BI) Publisher
  • Using Oracle BI Publisher
  • Installing Oracle BI Publisher Desktop on a Workstation
• Report Descriptions
  • Accounts Receivable Reports
  • Arrivals Reports
  • Blocks and Groups Reports
  • Commissions Reports
  • Configuration Reports
  • Departures Reports
  • End of Day Reports
  • Financials Reports
  • Forecast Reports
  • Guests In-House Reports
  • Housekeeping Reports
  • Miscellaneous Reports
  • Profiles Reports
  • Reservations Reports
  • Statistics Reports
  • Yield Management Reports

Part II Administration

9 Enterprise Administration

• OPERA Controls
  • OPERA Controls — Accounts Receivables
  • OPERA Controls — Blocks
  • OPERA Controls — Cashiering
  • OPERA Controls — Channel Management
  • OPERA Controls — Commissions
  • OPERA Controls — Country Specific
  • OPERA Controls — Credit Card
  • OPERA Controls — End of Day
  • OPERA Controls — Events
  • OPERA Controls — Exports
  • OPERA Controls — Front Desk
  • OPERA Controls — General
  • OPERA Controls — IFC
  • OPERA Controls — Inventory Management
  • OPERA Controls — Look To Book Sales Screen
  • OPERA Controls — Membership
  • OPERA Controls — Profile
  • OPERA Controls — Rate Management
  • OPERA Controls — Reservations
  • OPERA Controls — Room Management
    • Assigning a Default Day Use Room Status

10 Batch Processing

• Scheduling a Batch Process Job
• Viewing the Status of a Batch Process

11 Inventory Administration

• Room Features
• Managing Room Maintenance Codes
• Room Maintenance
• Managing Room Types
• Block Configuration Overview
  • Block Wash Schedules
    • Setting Up Block Wash Schedules
• Housekeeping Attendants
  • Managing Housekeeping Attendant Information
• Housekeeping Section Groups and Sections
  • Managing Housekeeping Section Groups
  • Managing Housekeeping Section Codes
• Room Conditions
  • Room Conditions
  • Out of Order and Out of Service Reasons
  • Managing Hold Room Conditions
  • Managing Room Conditions
• Room Maintenance
• Managing Room Codes
• Managing Room Classes
• Configuring Rooms

12 Financial Administration

• Configuring Cashiering Components
• Folio Grouping Codes
• Adding Languages to the Description Field for Folio Grouping Codes
• Commission Codes
• Configure Commission Codes for Travel Agents, Sources, and Rate Codes
• Configuring Commission Codes
• End of Day (Night Audit) Procedures
  • Setting Up End of Day Final Reports
  • Adding New End of Day Procedures
  • Enabling Arrivals with Deposit Balance
• Rate Management
  • Rate Code Protection
    • Editing Rate Code Protection
  • Searching, Creating, and Editing Rate Groups
  • Posting Rhythms
  • Package Codes
    • Creating a Package Code
    • Package Posting Rhythms
    • Searching an Existing Package Code
    • Editing Package Code
  • Package Groups
    • Packages
    • Searching, Creating and Editing Package Groups
  • Package Forecast Groups
    • Searching Package Forecast Groups
    • Creating Package Forecast Groups
  • Rate Classes
    • Searching Rate Classes
    • Creating New Rate Classes
  • Rate Categories
    • Creating and Copying Rate Categories
    • Searching and Editing Rate Categories
  • Day Types
    • Searching Day Types
    • Creating Day Types
    • Adding Day Types and Events to the Property Calendar
  • Event Codes
    • Searching Event Codes
    • Creating Event Codes
  • Rate Codes
    • Rate Codes Overview
    • Searching Rate Codes
    • Creating a New Rate Code
    • Rate Code Presentation
    • Pricing Schedules
    • Creating New Pricing Schedule
    • Rate Groups
    • Rate Seasons
    • Searching Rate Seasons
    • Creating New Rate Seasons
    • Sell, Booking, and Stay Dates
    • Age Buckets
    • Display Sets
    • Creating and Editing Display Sets
    • Configuring Posting Rhythms
    • Rate Ownership
    • Working with Tiered Rates
  • Promotion Groups
    • Searching and Creating Promotion Groups
  • Promotion Codes
    • Searching and Creating Promotion Codes
  • Hurdle Rates
    • Searching Hurdle Rates
    • Adding Hurdle Rate
  • Yield Management
    • Yield Adjustment Codes
    • Yield Categories
    • Yield Market Types
  • Rate Strategies
    • Searching and Editing Rate Strategies
    • Creating Rate Strategy
  • Property Calendar
    • Searching the Property Calendar
  • Copying Accounts to Other Properties
  • Using Advanced Generates
    • Applying Stop Posting Generates
  • Configuring a Service Recovery Code
  • Managing Transaction Diversions

13 Booking Administration

• Configuring Block Components
• Configuring Block Criteria
• Configuring Block Wash Schedules
• Block Status
  • Configuring Status Codes
  • Configuring Status Code Flow
• Configuring Reservation Components
  • Configure Guest Messages
  • Room Move Reasons
  • Waitlist Codes
• Creating Reservation Deposit Rules
• Configuring Reservation Alerts
• Marketing Management
  • Source Codes
  • Source Groups
  • Market Codes

14 Client Relations Administration

• Keyword Types
• VIP Levels
• Account Types
  • Bank Accounts
• Travel Agent Types
• Company Types
• Configuring Geographic Components
  • Creating Geographic Codes
• Profile Merge Rules
• Profile Merge
  • Merging Profiles
• Guest Loyalty Programs
  • Scheduling the E Certificates Generation Routine
  • Setting up Tier Management Rules
  • Creating Membership Tiers / Levels
  • Setting up Membership Type Rules
  • Setting up Membership Cards
  • Creating Membership Types
  • Configuring Loyalty And Membership Components
• Configuring Profile Protection
  • Enabling Profile Protection
• Setting up Membership Points Calculation

15 Interfaces Administration

• Enhanced Room Key Generation
  • Customizing the Additional Rooms Field
  • Customizing the Create Key Screen Additional Rooms Field
  • DLS (Door Lock System) Property Interface Setup Options
  • Creating Keys from the Property Interface Control Screen
  • Enhanced Room Key Generation Validation Rules by Process
  • Enhanced Room Key Generation Impact
  • Enhanced Room Key Generation Conditions/Assumptions
  • Enhanced Room Key Generation Prerequisites
• Configuring a Credit Card Reader
• Configuring a Chip and PIN Reader
  • Chip and PIN Payment Method

Part III Role Manager

16 OPERA Tasks

• OPERA Tasks — Bookings
• OPERA Tasks — Booking Admin
• OPERA Tasks — Channel
• OPERA Tasks — Client Relations Admin
• OPERA Tasks — Client Relations
• OPERA Tasks — Enterprise Admin
• OPERA Tasks — eXchange Interfaces
• OPERA Tasks — Financial Admin
• OPERA Tasks — Financials
• OPERA Tasks — General
• OPERA Tasks — Interfaces Admin
• OPERA Tasks — Inventory
• OPERA Tasks — Inventory Admin
• OPERA Tasks — Miscellaneous
• OPERA Tasks — Reports
• OPERA Tasks — Role Manager
• OPERA Tasks — System Support
• OPERA Tasks — Toolbox
• OPERA Tasks — Worklist

Part IV Toolbox

17 Utilities

• Data Synchronization
  • Synchronizing Business Events
  • Synchronizing Summary Profile Statistics
• Processors
  • Processor Forecast
  • Running the Utilities Forecast Processor
  • Starting the Rate Strategy Processor
  • Schedule Check Out / Auto Check In
  • Using the Interface Status Utility
• Data Management
  • Changing Chain Mode
• Room Utilities
  • Changing Room Numbers
  • Change Room Type of a Room Number
    • Changing Room Type of a Room Number
  • Change Room Type to Another Room Type
    • Changing Room Type to Another Room Type
  • Changing Room Class
• Transaction Management
  • Changing Transaction Codes in Utilities

18 Toolbox System Setup

• External Database Configurations

Part V OPERA Terminology

19 OPERA Terminology A-Z

Part VI OPERA Cloud Services Documentation Videos