Activity Log - Groups

While viewing ANY Folio, you may view the activity (modifications) associated with it, by using the Stay Activity button in the local tool bar of the screen.

With the Group Folio screen open, clicking the Stay Activity button opens the Group Booking Activity screen, which displays a log of all of the activity that has happened.

To reach the Group Main Folio screen:

Select Modify Folio from the Action Bar

OR

Click Modify Folio from the Registration section of the Full Menu.

To reach the Registration area:

Click the icon on the left for the Full menu.

This will display the Full menu in a tabular form, with four sections, Registration, Status, Cashier and Other.

The section on the top left here is the Registration section.

Click on Modify Folio.

 

When you select Modify Folio, the Select Folio screen will open.

Currently the screen has no (Stay Information) Folios displayed. There are various options for you to select from.

Note: The default setting for the screen is to have the In-House option box checked. To search for a Group Folio, you will need to de-select this option and select the Group option(s) desired, Groups (In-House) and/or Groups (Resv). This will change the screen to the Select Group screen (which may also be reached using the Modify a Group Block command).

The Select Group search screen allows you to select a Group from those existing in your system to display.

Use the <<Press to Search>> command to search for matching records.

There are several search criteria you can use to narrow your search, including the Company name or the Booking Name used when the Group Block reservation was generated, or you can simply click on the <<Press to Search>> command which will list all the Groups in your system. You can then select the one you want from the list generated.

Note: When entering information into the search fields, you do NOT need to hit return or enter - if you do so, this is the equivalent of clicking the <<Press to Search>> link and will generate the search.

When the matching records are displayed, Click on an entry from the search results list to open the Stay Information, otherwise known as the Main Folio, for your chosen Group.

 

When selected, the Group Main Folio with the Stay Information tab displayed will open.

When selected, the Group Booking Activity screen will open.

This screen contains the information on any modifications associated with the Group.

This may be a large amount. As such, it may be filtered to reduce the activities currently displayed, using the local tool bar.

Advanced Search: Click the (magnifying glass) button to perform a more detailed search for specific activities.

Query Builder: Report writing and data extraction tool that will allow users to create Reports. Click the (Rubik's cube) button to allow you to create a report using the pertinent information contained in this screen.

Stay Record: Click the button to RETURN to the Group Main Folio screen.

Room Activity: Click the button to display the activity list for Room related activities or changes ONLY.

Rate Activity: Click the button to display the activity list for Rate related activities or changes ONLY.

You may ORGANIZE the data using any of the column Field names by clicking on it; by default the information is displayed in alphabetical order using the first column, Activity Date. Clicking on another Field will then display the activity information in alphabetical order according to that Field instead.

Available Fields for ALL Activity include: Activity Date, Type, User, Arrive, Depart, Nights, Status, Soft, Folio Name, Adults, Youths, Children, Pets, Rate Plan, Type, Origin, Segment, GTD, Deposit, Deposit Due, Payment Method, Credit Card # ,CC Month, CC Year, Voice Auth #, Credit Limit, Booking Name, First Name, Last Name, Do Not Move, Package Plan, Group Status, Released, Comments Interface File Response File, Reconciled, and Reconciled Date.

Optionally, you may type a value in the box below any of the Field names to FILTER the list by that value. For example you may search for a specific Activity Date.

Click Search to filter the list by the entered criteria. Only information matching the criteria will now be displayed.

Note: If you type multiple values, the screen displays activities that match all values. Thus you can filter the displayed information using MULTIPLE Fields (for example, Activity Date AND Deposit).

This allows you to efficiently find and display only the activity information that you are currently interested in viewing for the Group, rather than the total activity.

Date Updated January 29, 2024