Managing Profile Identification and Personal Details

Prerequisites for Managing Profile Identification and Personal Details

Multiple identification records can be added to a guest/contact profile. You can either manually enter the details on the profile or scan the guest’s identification to auto-populate the details. For more information, see Desktop ID Document Scanning for more information.

Personal details recorded on the profile include Birth Date, Birth Place, Birth Country, Nationality, and Gender. Once saved, many of these values are masked and require the View (unmasked) Identification Details task to view the details.

You can access the Identification panel from the following locations:

  • Selecting Client Relations, selecting Profile, selecting Manage Profile, searching for a profile, selecting I Want To..., and then selecting Identification.

  • Selecting Front Desk, selecting Arrivals, selecting Search, selecting Check-in, and then selecting the Identification step. For more information, see Checking in Reservations for more details.

Adding Identification and Personal Details

  1. In the OPERA Cloud menu, select Client Relations, select Profiles, and select Manage Profiles.

  2. Enter search criteria and click Search.

  3. In the search results, click I Want To... and select Identifications or open the profile and click Identifications in the Profile Presentation.

  4. Click New to add new Identification details. Complete the following information:

    1. ID Type. Select an identification type for the ID.

    2. ID Number. Enter the number for the ID.

    3. Issued Place. Enter the place where the ID was issued.

    4. Issued Country. Select a Country.

    5. Issued Date. Enter the date on which the ID was issued.

    6. Expiry Date. Enter a date by which the ID expires.

    7. Primary. Select to mark this as the primary ID record.

  5. Click Save.

  6. Click Edit to edit the Personal Details:

    1. Birth Date. Enter a date of birth.

    2. Birth Place. Enter a place of birth.

    3. Birth Country. Select a country of birth from the list.

    4. Nationality. Select a nationality from the list.

    5. Gender. Select a gender from the list.

  7. Click Save.

Viewing Identification and Personal Details

Identification fields are masked. You must have theView (unmasked) Identification Details task assigned to your role(s) to view unmasked values.

  1. In the OPERA Cloud menu, select Client Relations, select Profiles, and select Manage Profiles.

  2. Enter search criteria and click Search.

  3. In the search results, click I Want To and then select Identifications or open the profile and click Identifications in the Profile Presentation.

  4. Click Show Masked Information to unmask the values. This activity is tracked in the Changes Log.

Editing Identification and Personal Details

  1. In the OPERA Cloud menu, select Client Relations, select Profiles, and select Manage Profiles.

  2. Enter search criteria and click Search.

  3. In the search results, click I Want To and then select Identifications or open the profile and click Identifications in the Profile Presentation.

  4. Select the identification detail to update, click the vertical ellipsis, and then select Edit.

  5. Update the details.

  6. Click Save.

  7. To update the Personal Details, select Edit.

  8. Update the details.

  9. Click Save.

Deleting Identification

  1. In the OPERA Cloud menu, select Client Relations, select Profiles, and select Manage Profiles.

  2. Enter search criteria and click Search.

  3. In the search results, click I Want To and then select Identifications or open the profile and click Identifications in the Profile Presentation.

  4. Select the identification detail to delete, click the vertical ellipsis, and then select Delete.

  5. Click Delete to confirm.

Related Topics

Parent topic: Managing Profiles