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.
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Operator Location
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Can be run for ‘All Locations’ or a selected location.
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Operator Updated or
Follow-up Operator
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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.
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Operator
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Report can be run for all operators or an individual operator
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Notes Subject
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The subject of the note
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Date Notes Entered
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The date the note was entered
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Note Content
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The note text will be displayed on the second line of the report
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Example
The report will show all open notes against bookings for the
period selected.
Fields
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Res#
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The reservation number
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Priority
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The note priority – this can be Low, Medium or High
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Subject
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The subject of the note
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Date Entered
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The date the note was entered into RCM
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Entered by
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The operator that entered the note
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Follow up Operator
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The operator assigned for follow-up of the note
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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
Categories 