Managing Reservation Traces

Traces are actionable instructions for a selected department for a specific date and time; once actioned the trace is updated as resolved.

When you attach inventory items to a reservation (for example, when you select items by using the Item Inv. field on the Reservation screen, or when you attach a package containing inventory items to the reservation) OPERA Cloud checks item availability of the items for the dates of the stay. A message will advise you if there is insufficient inventory for the selected dates: "Insufficient quantity for some item(s). Please check Traces." A system generated trace is created for each day of the reservation when inventory is insufficient. (The department associated with the trace is the department assigned to the inventory item in Item configuration.) The trace message reads: "Insufficient quantity available for item <item code>".

When a multi-room reservation has traces added and the reservation is split to individual reservations, the trace is copied from the original reservation to each of the split-off party reservations. If the trace attached to the original reservation had been resolved before the split, the trace will remain unresolved in each of the split-off party reservations to ensure that the required action has been taken for each individual room.

Adding Trace

  1. From the Navigation Bar, select Bookings, select Reservations, and select Manage Reservation.

  2. Enter search criteria, click Search.

  3. Select the reservation in the search result, click I Want To..., Traces or click the Traces link in Reservation Presentation.

  4. Click New and complete the following.

    1. Department: Select a department(s) to receive the trace.

    2. From Date: Enter a start date for the trace.

    3. To Date: Enter an end date for the trace; one trace per day is created.

    4. Time: Enter a trace time.

    5. Trace Text: Enter the trace text.

    6. Quick Insert: Click to select from pre-configured trace text for the selected department. For more information, see Configuring Trace Texts

  5. Click Save.

Viewing/Updating Trace

Note:

Only open traces are displayed by default, to view completed traces click Vertical Ellipse, Show Completed.
  1. From the Navigation Bar, select Bookings, select Reservations, and select Manage Reservation.

  2. Enter search criteria, click Search.

  3. Select the reservation in the search result, click I Want To..., Traces or click the Traces link in Reservation Presentation.

  4. Click + to expand the card and view trace details

  5. Select Vertical Ellipse and click Edit.

  6. Update details.

  7. Click Save.

Complete Trace

To mark a trace as completed, once it has been actioned:

  1. From the Navigation Bar, select Bookings, select Reservations, and select Manage Reservation.

  2. Enter search criteria, click Search.

  3. Select the reservation in the search result, click I Want To..., Traces or click the Traces link in Reservation Presentation.

  4. Select Vertical Ellipse and click Complete.

Deleting Trace

  1. From the Navigation Bar, select Bookings, select Reservations, and select Manage Reservation.

  2. Enter search criteria, click Search.

  3. Select the reservation in the search result, click I Want To..., Traces or click the Traces link in Reservation Presentation.

  4. Select Vertical Ellipse and click Delete.

  5. Click Delete to confirm.