Configuring Track It Types

Adding Track It Types

  1. From the Administration menu, select Enterprise, select Track It, and then select Track It Types.

  2. Click New.

  3. Enter a Code that uniquely identifies the type.

  4. Enter a Description of the type.

  5. Enter an optional Website URL for this type. For example, for FedEx or UPS Parcel types, you might want to provide the URL of the tracking site. For immediate access to the tracking site, the web link appears on the Track It ticket details when this type is assigned to the ticket.

  6. Select the Track It Group check boxes in which the type belongs.

  7. Select an optional Sequence number indicating the type’s order of appearance in a list.

  8. Select the Send Message check box to be prompted to add a message to the reservation when tickets of this type are attached to the guest's reservation (Available when the Reservations >Guest Messages function is active).

  9. If you select Send Message, select a Message Code template to be sent to the reservation, for example, "Please contact concierge to arrange delivery or collection of a parcel received."

  10. Click Save.

Editing a Track It Type

  1. On the Track It Types presentation screen, enter search criteria and click Search.

  2. From search results, select the row level vertical ellipsis and select Edit.

  3. Make your updates.

  4. Select the Inactive check box to make the Type inactive. Inactive types are unavailable when creating or editing ticket records (you cannot delete Types if they have been associated with a ticket number, but you can make them inactive).

  5. Click Save.

Deleting a Track It Type

  1. On the Track It Types presentation screen, enter search criteria and click Search.

  2. From search results, select the row level vertical ellipsis and select Delete.

  3. Confirm your decision and click Delete.