Managing Resource Notes

You can associate Resource Notes with individual resource items. Multiple notes can be added to an event resource.

Adding Resource Notes

1. From the OPERA Cloud menu, select Bookings, select Events, and then select Manage Events.

2. Select or confirm the Property, enter any additional search criteria, and click Search.

3. In the search results, click the event’s I Want To . . . action and select Event Resources.

4. On the Event Resources screen, select an item, event space, or menu item from the list of the event’s resources.

5. Click the item or menu item vertical ellipsis, select Add Note, and enter the following details:

   1. Title: Enter a title for the note.

   2. Sequence: Enter a number to determine the order in which the note should appear when listed.

   3. Internal: Select the check box to mark the note as internal. Internal notes can be excluded from output on client correspondence by default.

   4. Comment: Enter the note details.

6. Click Save or click Save and Continue to add another note.

Viewing and Updating Resource Notes

1. From the OPERA Cloud menu, select Bookings, select Events, and then select Manage Events.

2. Select or confirm the Property, enter any additional search criteria, and click Search.

3. From search results, select the event, click the I Want To . . . action, and select Event Resources.

4. Locate the item, event space, or menu item from the list of event resources and click the note symbol.

5. From the Resource Notes screen, select the note, click the [+] symbol to expand the card, and read the note comments.

6. To edit the note, click the note’s vertical ellipsis and click Edit.

7. Make your changes and click Save.

Deleting Resource Notes

1. From the OPERA Cloud menu, select Bookings, select Events, and then select Manage Events.

2. Select or confirm the Property, enter any additional search criteria, and click Search.

3. From search results, select the event, click the I Want To . . . action, and select Event Resources.

4. Locate the item, event space, or menu item from the list of event resources and click the note symbol.

5. From the Resource Notes screen, locate the note, click the note’s vertical ellipsis, and select Delete.

6. Click Delete to confirm.