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View Notes

Reference Number: AA-00619 Views: 4630 Created: 2011-12-08 16:14 Last Updated: 2018-03-05 09:57 0 Rating/ Voters

Purpose  

The View Notes report allows you to view all open notes against bookings for a location, operator and date range. This report can be run so you can group notes by the operator who entered the note, or the operator assigned to Follow Up the note. This makes it a useful tool in managing follow-ups.

Note that this report applies to the notes created by clicking on the ‘Add’ button in the note field of the ‘Reservation Enquiry and Update’ screen.


Accessing the Report 

Reports > Daily Activity Reports > View Notes

 

Parameters

The table below describes the parameters that can be changed when running the View Notes Report.

Operator Location

Can be run for ‘All Locations’ or a selected location.

Operator Updated or

Follow-up Operator

The report can be run for the operator who created or made the last change to the note, or the operator that has been assigned as ‘Follow Up Operator’ for the note.

Operator

Report can be run for all operators or an individual operator

Notes Subject

The subject of the note

Date Notes Entered

The date the note was entered

Note Content

The note text will be displayed on the second line of the report

Example

The report will show all open notes against bookings for the period selected.


Fields

Res#

The reservation number

Priority

The note priority – this can be Low, Medium or High

Subject

The subject of the note

Date Entered

The date the note was entered into RCM

Entered by

The operator that entered the note

Follow up Operator

The operator assigned for follow-up of the note


Clicking on the red res number will open the booking summary.

Points to Note

The report does not include notes that have been closed.

When running the report by ‘Follow-up Operator’, notes without a Follow-up Operator assigned will not be included in the results.

Note subjects can be entered via System Parameters>Note Subject – Please follow the Relevant Link at the bottom of the page for more information on note subjects.

Printing/Exporting 

Click here for details on how to print or export a report from RCM.

Relevant Links