Configuring Global Alert Rules

Adding Global Alert Rules

  1. From the Administration menu, select Booking, select Alerts, and then select Global Alert Definitions.

  2. In the Global Alert Definitions screen, click New.

  3. In the Manage Global Alert Definition screen, in Step 1 : Set Alert Definition panel:

    1. Search and select the Property

    2. Select the alert Code. These codes are set up as part of the alert message setup. For more information, see Configuring Reservation Alerts

    3. The alert message appears in the Description box. The alert message text for the alert code selected in the Code field. This message text can be edited.

    4. Search and select the Area. The options that you can select are: Check-In, Check-Out, In-House, and when the reservation is opened Reservation. When you select the Check-In or Check-Out option, a Stop Check-In or Stop Check-Out check box appears that allows you to deselect the option. Select this check box to ensure that the profile and reservation fields are properly filled at check-in or check-out before a guest can register; otherwise, the check-in or check-out process cannot be completed.

    5. Select a Notification check box.

      • Screen Notification: Select this check box to provide alert notification to the user on-screen when the alert criteria are satisfied.  This check box is selected by default.

      • Printer Notification: Select this check box to provide alert notification by printing a selected alert report at the designated printer. When you select the Printer Notification check box, you can specify the printer for global alert printing and the customized alert report to be printed.
        • Printer. When the Print Notification option is selected, you must also select the printer. This printer must already be configured with Use Alert Printing selected on Printer setup.

        • Report. You must also select a customized alert template If no alert template is selected, the alphabetically first alert template auto-populates the report field.

          Note:

          For more information, see Alert Printing.
  4. In Step 2 : Set Filter Conditions panel. Here, you can define the filter condition to identify to whom (which reservations) the alert applies

    1. Click Add. In the Filter Condition panel, select an Attribute from the drop down list. The field list contains fields from the reservation record and the primary linked profile record (typically the guest's profile).

    2. Select an Operator.

      • Dates: After, Before, Business Date, Is Between, Is Equal To, Is Equal to Business Date, Is Equal to Business Date +1.

      • Time or Number Amounts: Greater Than or Equal To, Is Between, Is Empty, Is Equal To, Is Not Empty, Is Not Equal To, Less Than or Equal To.

      • Text Items: Contains Multiple Values (exact match), Greater Than or Equal To, Is Between, Is Empty, Is Equal To, Is Not Empty, Is Not Equal To, Less Than or Equal To, Not Contains Multiple Values (exact match), Not Partially Contains Within (multiple values), Not Partially Contains at Beginning, Partially Contains Within (multiple values), Partially Contains at Beginning.

    3. Specify a Value(s) depending on the operator chosen select one or matching values. Repeat Step 2 to add additional criteria if they are required, selecting either the AND or OR operator from the list.

      • With the AND logical operator the Global Alert rule is only executed if ALL filter criteria specified are met.

      • With the OR logical operator the Global Alert rule is executed if either or the entire filter criteria is met.

    4. To nest statements, click ADD() to place the condition in parentheses - these are evaluated first.

  5. Click Save.

Editing Global Alert Rules

  1. In the Global Alert Definitions screen, click Search. You can enter an Alert Code or a Description to narrow your search.

  2. In the search results, select the code, click the vertical ellipsis, and select Edit.

  3. Update or modify the configuration and click Save.

Deleting Global Alert Rules

  1. In the Global Alert Definitions screen, click Search. You can enter a Code or a Description to narrow your search.

  2. In the search results, select the code, click the vertical ellipsis, and select Delete.

  3. Confirm your decision and click Delete.

Alert Printing

Alerts can be displayed on screen and/ or printed to an email-addressable printer. When you select the Printer Notification check box, you are required to specify the destination printer and select the customized alert template to be printed. Merge codes available on this template include:
  • Alert Area

  • Last Name

  • First Name

  • Room Number

  • Alert Description

  • Date/Time (Current at time of printing)

  • Arrival Date

  • Departure Date