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, enter the following details:
    1. Step 1 : Set Alert Definition

      1. Property: Select or confirm the property.

      2. Code: Select an alert message from the list see Configuring Reservation Alert Messages. The message text define for the alert code appears in the Description field below where it can be updated.

      3. Area: Select when to generate the alert message.

        • Check-In

        • Check-Out

        • In-House

        • Reservation

        Note:

        When you select Check-In or Check-Out areas a Stop Check-In or Stop Check-Out check box appears. Select this check box to validate the condition defined in this Alert rule and stop the check-in or check-out process if the condition is true. This can be used to check for mandatory fields that are NULL in the reservation or linked profile and halt the check-in or check-out.

      4. Notification Options : Select where to generate the alert message.

        • Screen Notification: Select this check box to generate 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 generate alert notification by printing a selected alert report at the designated email-addressable printer.

          • 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. See Configuring Printers.

          • 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. See Stationery Report Groups.

        • Description: Populates with the alert message text for the selected alert code. This message text can be edited.

    2. Step 2 : Set Filter Conditions

      Here, you can define the filter condition to specify to which reservations and linked profile the alert applies . When you complete all the steps and select the Add button; the condition statement you composed appears in the text box in the lower part of the screen. If necessary you can construct complex conditions that contain multiple (and possibly nested) statements.

      Following is a description of the basic steps for building a set of conditions.

      1. Click Add: Select a field from the list that will be used as a filter for the condition. 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 these steps 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.

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

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

Parent topic: Global Alert (Rule) Definitions