Managing Track It Requests

Adding Track It Requests

1. From the OPERA Cloud menu, select Miscellaneous, select Track It, and then select New.

2. Click New and enter the following details:

   1. Category: Select a category : Parcel, Valet, Baggage, or Lost.

   2. Property: Enter or select the property.

   3. Track It Number: Enter a reference number, such a baggage receipt number.

   4. Type: Select a Track it type from the list.

   5. Action: Select a Track It action from the list.

   6. Quantity: Enter the quantity of items. (Enabled for Parcel, Baggage and Lost categories).

   7. Location: Enter the current location of the item.

   8. Action Date: Enter or select an action date.

   9. Assigned To: Select an employee to assign the Track it request.

      Note:

      Track It on mobile devices shows the 'My Requests' by default. This is a listing of requests assigned to the user.

   10. Description. Enter a detailed description of the item(s).

3. Reservation Information: To associate the Track It request with a reservation

   1. Enter the guest last name into the Name search field and press tab.

   2. Select the reservation in the search result (you can modify the search criteria if the reservation is not found).

   3. Click Select Reservation.

4. Click Save.

Editing Track It Requests

1. From the OPERA Cloud menu, select Miscellaneous, and then select Track It.

2. Enter search criteria and then click Search.

   Note:

   To search Requests assigned to you, select Assigned.

   Note:

   By default, only Open status requests are included in the search.

3. Click the vertical ellipsis Actions menu and select Edit.

4. To assign a request to a staff member, select User from the list.

5. Reservation Information: To associate the Track It request with a reservation

   1. Enter the guest last name into the Name search field and press tab.

   2. Select the reservation in the search result (you can modify the search criteria if the reservation is not found).

   3. Click Select Reservation.

   4. To view the guest profile, click the Guest Name link. 

6. To view the history of a request, select View History from the vertical ellipsis. The request history appears in a screen.

Deleting Track It Requests

1. From the OPERA Cloud menu, select Miscellaneous, and then select Track It.

2. Enter search criteria and then click Search.

   Note:

   To search Requests assigned to you, select Assigned.

   Note:

   By default, only Open status requests are included in the search.

3. Click the vertical ellipsis Actions menu and select Delete.

Closing (Resolving) Track it Requests

1. From the OPERA Cloud menu, select Miscellaneous, and then select Track It.

2. Enter search criteria and then click Search.

   Note:

   To search Requests assigned to you, select Assigned.

   Note:

   By default, only Open status requests are included in the search.

3. To edit a request, click the vertical ellipsis Actions menu and select Edit.

4. Select an appropriate action from the list to close the request (for example, select Done or Delivered).