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Oracle Hospitality Suite8 Rooms Management User Manual

1. Select this option to view SMS which were not sent successfully Email Log This option may be used to display the email log and is accessible via the option MAINTENANCE on the ROOMS MANAGEMENT menu and on the MEETING PLANNER menu GUEST SERVICE on the MISCELLANEOUS menu The email log lists details regarding the emails which have been sent for maintenance guest service tasks If an email has been saved as a draft then this is indicated in the email log file with an X in the Draft column How to view the email log 1 Click the ROOMS MANAGEMENT menu or the MEETING PLANNER menu and select MAINTENANCE 2 Click the MISCELLANEOUS menu and select GUEST SERVICE CENTER 3 Select EMAIL LOG The Email log screen is displayed e The upper part of the screen consists of search criteria e The lower part of the screen displays the search results in grid format R Email Log Subject E Mail Sent From To F Successfully W Failed Subject o of Draft Show all 3 Complete the search criteria and click the SEARCH button All emails meeting the search criteria entered are displayed 4 Select the required email and click the DETAILS button to display the Email Report screen 5 Click SEND AGAIN to re send the email click PRINT to print the email or click CANCEL to exit the email report screen 6 Click CLOSE to exit the email log Maintenance Email Log search criteria Fill in this With this informatio
2. 103 SR GM 1 Evening Section 1 Day Section V 03 04 2013 12 29 09 1 Hame overeat Rott 104 SR GM 1 Evening Section 1 Day Section V 03 04 2013 12 29 09 xl 105 DR DI 000 1 Evening Section 1 Day Section V 03 04 2013 12 29 09 4 _ PoE 106 DR DI 000 1 Evening Section 1 Day Section V 03 04 2013 12 29 09 6 Short _ SearchName 107 DR GM 1 Evening Section 1 Day Section V 03 04 2013 12 29 10 001 All Rooms 108 DR DI 1 Evening Section 1 Day Section I 03 04 2013 12 29 10 002 All Vacant Rooms 109 DR DI 1 Evening Section 1 Day Section V 04 03 2013 10 09 37 12 003 All Vacant Dirty Rooms 110 DR GM 1 Evening Section 1 Day Section V 03 04 2013 12 29 10 004 Al Ocapied Rooms 111 DR DI 1 Evening Section 1 Day Section V 21 02 2013 10 03 54 1 005 All Occupied Dirty Rooms 112 DR DI 1 Evening Section 1 Day Section L 03 04 2013 12 29 10 006 All Dirty Arrivals 113 DR GM 1 Evening Section 1 Day Section V 03 04 2013 12 29 10 12 007 All Clean Rooms 114 DR DI 1 Evening Section 1 Day Section I 03 04 2013 12 29 10 008 All Dirty Rooms 115 DR DI 1 Evening Section 1 Day Section V 21 02 2013 10 03 55 009 All Out of Order Rooms 116 TR DI 1 Evening Section 1 Day Section I 03 04 2013 12 29 10 4 010 All Out of Service Rooms 117 TR DI 1 Evening Section 1 Day Section I 03 04 2013 12 29 10 118 TR DI 1 Evening Section 1 Day Section I 03 04 2013 12 29 10 11
3. 12 If out of order rooms are to be included in the room assignment then select the check box INCLUDE OOO ROOMS If clean and or out of order rooms are to be listed in the Not assigned rooms section select the check box LIST CLEAN OOO IN NOT ASSIGNED ROOMS This option is only available if INCLUDE CLEAN ROOMS and or INCLUDE OOO ROOMS have been selected Click CALCULATE the attendant listing is displayed with as near as possible the same number of credits assigned to each attendant If LIST CLEAN OOO IN NOT ASSIGNED ROOMS was selected then all rooms with the status CLEAN and OUTOF ORDER will be listed on the right hand side under Not assigned rooms Note Drag amp drop functionality can be used to add rooms to the room attendant listing from the not assigned rooms list Selecting rooms in the attendant listing and pressing delete removes the rooms from the attendants list and moves them to the Not assigned list The keyboard number keys can be used to navigate the room number list for example pressing 6 will jump to the first room number which begins with the number 6 Assigning rooms using the defined attendants listing To assign rooms using the defined attendants listing 1 2 Click the ROOMS MANAGEMENT menu and select ATTENDANTS To create a room assignment plan for a date other than today s date select ATTENDANT PLAN DATE and select the required date Select the ALLOW AUTO EXTEND MAXCREDITS check box to allow the a
4. Configuration Global Settings Reservations Reservation 4 tab In addition Hotel Segments must be configured under Setup Reservations Room Management Hotel Segments and Hotel Segment Link Housekeeping 29 30 The display of open maintenance guest service tasks in housekeeping is defined per maintenance guest service group and is controlled by the option NOTIFY IN HK SCREEN under Setup Configuration Miscellaneous MaintenanceGuest Service Center Maintenance Groups Guest Service Center Groups Viewing all rooms To view a listing of all rooms 1 In the Housekeeping dialog box click the HOUSEKEEPING tab 2 In the listing on the left side of the Housekeeping page click the ALL ROOMS line 3 Click SEARCH all rooms are listed in the display window to the right Housekeeping Room Assignment Discrepant Rooms Attendants 5 Room fr Guest Service Last by HSK 05 100 SR 1 Day Section 1 Evening Section Vacant 07 06 11 12 36 17 PM Status Clean 101 SR cL 1 Evening Section 1 Day Section Vacant 04 07 11 2 54 14PM 102 DR cL 1 Evening Section 1 Day Section Checked in today 04 07 11 2 54 14 PM p i z a 1 Evening Section 1 Day Section Vacant 04 07 11 2 54 14PM Name ee oa 1 Section 1 Day Section Vacant 04 07 11 2 54 14 PM 04 07 11 2 54 14 PM 106 DR 1 a Section 1 Day Section Inhouse 04 07 11 2 54 14PM 107 DR A 1 Evening Section
5. If LIST CLEAN OOO IN NOT ASSIGNED ROOMS was Selected then all rooms with the status CLEAN and OUTOF ORDER will be listed on the right hand side under Not assigned rooms Note Drag amp drop functionality can be used to add rooms to the room attendant listing from the not assigned rooms list Adding a new attendant to the listing To add a new attendant to the listing 1 Click the ROOMS MANAGEMENT menu and select ATTENDANTS 2 Click SETUP the Attendant Setup dialog box is displayed 3 Click NEW the Attendant dialog box is displayed Efe Attendant e C emi Name g OK Group lt None gt User Max credits o Active G3 Cancel 4 Type in the attendant Name 5 Select the GROUP that this attendant belongs to for example Turndown Service Room Maid or Housekeeping Assistant Attendants If the attendant has been defined with a user then select the USER name 6 7 Type in the maximum number of credits to be allocated to this attendant 8 Mark the ACTIVE check box if this attendant is currently active 9 Click OK Adding a note to an attendant Once the room attendant listing has been calculated then a note can be added to a specific room attendant or to multiple room attendants Notes can be added edited or deleted and are automatically removed when the room attendant listing is recalculated Notes are printed on the attendant list and are displayed in a hint when the mouse is hovered over a
6. Business DirectCompany worldwide com Linked Companies 3B Germany 2 Linked Contacts Colleague Manser Neil MR Notes BIL Always fax and phone charges to a separate invoice a c AVAYA 4 In this instance the HTML view displays a summary of the profile details The tree listing is displayed by default expanded by one level A plus sign next to a folder indicates that it can be expanded to show more folders a minus sign indicates that it can be collapsed Change the display of the HTML Two additional buttons on the html display allow you to change whether certain details are displayed in a non grid style or in a list format By default the big view is displayed List 1 To view in list format click the button Arrival Departure ___ Nights __ Customer _ Arrival day _ Departure day No of Rooms Room type Room Market Rate Code 20 04 11 22 04 11 2 Aceti Ralph 20 04 11 22 04 11 1 Double Room Individual 30 03 11 31 03 11 1 Aceti Ralph 30 03 11 31 03 11 1 Double Room 109 Double Room Individual 2 To view in anon grid style click the button Departure 22 04 11 Departure 31 03 11 Nights 2 Nights 1 Customer Aceti Ralph Customer Aceti Ralph Arrival day 20 04 11 Arrival day 30 03 11 Departure day 22 04 11 Departure day 31 03 11 No of Rooms 1 No of Rooms 1 Room type Double Room Room type Double Room Room Room 109 Double Room Market Individual Market Individual Rate Code Rate Code Copy to clipbo
7. Email Body Templates i lt Default gt Default EMail Body EN Delete Body Format Text HTML Task 1843 Place 111 Age 0 day 1 hour 35 minute 10 second Task Can someone please come to my room 111 and check the In Maintenance 91 92 10 11 12 13 14 The TO box is automatically completed with the email address from the profile this can be changed by clicking the drop down arrow and selecting the email address to which this email should be sent or by selecting the required email addresses from the list of available in the panel on the upper right hand side and clicking the TO button Click the SELECT ALL button and then the TO button to select all the available email addresses In the CC box click the drop down arrow and select the email address which should be copied on this email or select the required email addresses from the list of available in the panel on the upper right hand side and click the CC button Click the SELECT ALL button and then the CC button to select all the available email addresses In the BCC box click the drop down arrow and select the email address which should be blind copied on this email or select the required email addresses from the list of available in the panel on the upper right hand side and click the BCC button Click the SELECT ALL button and then the BCC button to select all the available email addresses Enter the topic of the email in the SUBJECT box Se
8. Exp dep today The guest occupying this room is expected to depart today Checked in today Departed today A guest checked out of this room today Moving Out The guest is scheduled to move out of this room today scheduled A guest checked in to this room today room move Housekeeping Moving In A guest is scheduled to move in to this room today scheduled room move Room in Queue This room is assigned to a reservation in the check in queue Finding a specific room From the rooms listing you can quickly select a particular room The listing indicates the room status You can select a room in several ways from the housekeeping dialog box To select a single room via the grid In the Housekeeping screen select highlight the room number in the grid you wish to view or scroll down until you arrive at the required room number To select a single room using the search criteria 1 Click in the Room No s box and type in a single room number or multiple room numbers separated by a space or a comma 2 Click SEARCH the selected room or rooms are displayed in the grid 3 In the grid select a room number To select a room from a specific section 1 Click in the Sections box and select the desired sections from the select sections dialog box 2 Click CLOSE the select sections dialog box closes 3 Click SEARCH all rooms within the selected sections are displayed in the grid 4 In the grid select
9. pts AN z scan Q Linked Pic Q Browse Q Cancel 6 Click LINKED PIC and select the required picture click SELECT or 7 Click BROWSE and select the required file click OPEN EE Task mage Description brokenlamp ok Q Browse 7 Click OK to close the Task Image dialog box 8 Click SAVE to close the Task Pictures dialog box How to scan and link a picture 1 Click the ROOMS MANAGEMENT menu or the MEETING PLANNER menu and select MAINTENANCE 2 Click the MISCELLANEOUS menu and select GUEST SERVICE CENTER Maintenance 86 Ss aE 6 7 8 9 Select the task to which a picture is to be linked Click LINK PICTURES the Task Pictures dialog box is displayed Click NEW to display the Task Image dialog box Click SCAN the select source dialog box is displayed EPSON CX4300 CX 5900 DX4400 3 6 32 Logitech Camera 1 2 32 32 Select the source and click SELECT to open the scanner application Scan the image 8 Task Image Description e WY ok z scan Q Linked Pic Q Browse Cancel Enter a DESCRIPTION for the scanned picture Click OK to close the Task Image dialog box 10 Click SAVE to close the Task Pictures dialog box Setting a room status to OOO or OOS 1 Click the ROOMS MANAGEMENT menu or the MEETING PLANNER menu and select MAINTENANCE Click the MISCELLANEOUS menu and select GUEST SERVICE CENTER Select the task to be placed out of order only main
10. Click OK The status of the selected rooms is updated in the room grid The display order of the housekeeping statuses is defined via the option HOUSEKEEPING under Setup Configuration Reservations Room Management The changing of the status of a room is controlled by the user right HOUSEKEEPING STATUS under Setup Configuration Users User Definition Rights Housekeeping Change Guest Service Guest service status allows guests to set their room status to DO NOT DISTURB MAKE UP MY ROOM or RESET STATUS The guest service status values are conveyed to housekeeping via the telephone interface and are hard coded as follows 1 Make up Room 2 Do not Disturb 3 Reset Status During night audit the guest service status is reset for all rooms except those with the status DO NOT DISTURB The guest service status is also reset when performing a room move and when the room is checked out A guest service status can be changed manually on the housekeeping dialog box if the parameter ALLOW TO CHANGE GUEST SERVICE STATUS MANUALLY is active How to change the guest service status 1 Select a search name from the search definitions list 2 Click SEARCH 3 Highlight a room in the grid 4 Select a status from the Change Guest Service box The status is displayed on the grid under the guest service column Housekeeping 35 36 Guest service functionality is controlled by the parameter ACTIVATE
11. 1 Day Section Inhouse 04 07 11 2 54 14 PM Arrival 06 06 11 108 DR a Do not Disturb 1 Evening Section 1 Day Section Checked in today 04 07 11 2 54 14PM 109 DR a 1 Evening Section 1 Day Section Checked in today 04 07 11 2 54 14PM Departure 07 06 11 110 DR cL 1 Evening Section 1 Day Section Checked in today 04 07 11 2 54 14PM Adults 1 111 DR cL 1 Evening Section 1 Day Section Vacant 04 07 11 2 54 14PM 112 DR cL 1 Evening Section 1 Day Section Vacant 04 07 11 2 54 14PM Res No 2794 9 113 DR cL 1 Evening Section 1 Day Section Vacant 04 07 11 2 54 14PM 114 DR cL 1 Evening Section 1 Day Section Vacant 04 07 11 2 54 14 PM TaS DR a 1 Evening Section 1 Day Section Inhouse 04 07 11 2 54 14PM Short _ Search Name 116 TR cL 1 Evening Section 1 Day Section Vacant 04 07 11 2 54 14PM 001 All Rooms 117 TR cL 1 Evening Section 1 Day Section Vacant 04 07 11 2 54 14 PM 002 All Vacant Rooms 118 TR a 1 Evening Section 1 Day Section Vacant 04 07 11 2 54 14PM 003 All Vacant Dirty Rooms 119 TR a 1 Evening Section 1 Day Section Vacant 04 07 11 2 54 14 PM 004 All Occupied Rooms 120 TR cL 1 Evening Section 1 Day Section Vacant 04 07 11 2 54 14 PM 005 All Occupied Dirty Rooms 200 SR a 1 Evening Section 2 Day Section Inhouse 04 07 11 2 54 14PM 006 All Dirty Arrivals 201 SR cL 1 Evening Section 2 Day Section Vacant 04 07 11 2 54 14PM 007 All Clean Rooms 202 SR cL 1 Evening Section 2 Day Section V
12. In the SMS box make sure that all the entered information is correct any necessary changes can be made at this time Click SEND to send the SMS How to fax a maintenance guest service task 1 96 Click the ROOMS MANAGEMENT menu or the MEETING PLANNER menu and select MAINTENANCE Click the MISCELLANEOUS menu and select GUEST SERVICE CENTER The Maintenance Guest Service dialog box is displayed all the NOT RESOLVED maintenance guest service records are listed by default Select the maintenance guest service task to be printed and click the PRINT button The Print Maintenance Task dialog box is displayed In the TEMPLATES box click the drop down arrow and select the template to be used In the LANGUAGE box click the drop down arrow and select the language if no language is selected the default language from the language configuration will be used Click FAX the Send Fax dialog box displayed Maintenance 6 The TO box is automatically completed with the fax number for the employee responsible for this task this can be changed by clicking the drop down arrow and selecting the fax number to which this fax should be sent 7 To edit the fax click EDIT the maintenance task is generated and displayed on the screen Depending on the setup of your system either MS Word or the Fidelio Internal editor application will be used to display the maintenance task 8 Make sure that all the entered information is correct any necess
13. Out of Order y Resolve Now g Link Pictures amp Print I E Mail Log SMS Log wil User Log 5 The actions available for the maintenance guest service task depend upon user rights The display of open maintenance guest service tasks in housekeeping is defined per maintenance guest service group and is controlled by the option NOTIFY IN HK SCREEN under Setup Configuration Miscellaneous MaintenanceGuest Service Center Maintenance Groups Guest Service Center Groups Viewing housekeeping statistics Fidelio Suite8 enables you to view the number of rooms with a particular status To view housekeeping statistics 1 In the Housekeeping dialog box click the STATISTICS button the Statistics dialog box appears Housekeeping 37 38 Ee Statistics 16 08 11 Sas Overall Description Number Dirty i Clean 116 Touched up 0 Inspected Checked by GM Out Of Service Out Of Order Arrival Expected Description Number Dirty i Clean 5 Touched up Inspected Checked by GM Inspected Checked by GM 2 The number of rooms in each status category is displayed 3 After viewing the statistics click CLOSE Viewing out of order information Fidelio Suite8 enables you to view information about a particular room To view out of order service details 1 In the Housekeeping dialog box click the OO OS button the Out of Order Rooms dialog box appears Housekeeping 2 R Out of Order R
14. STATUS box How to modify the status of discrepant rooms 1 Click the ROOMS MANAGEMENT menu and select HOUSEKEEPING the Housekeeping dialog box appears 2 Click the DISCREPANT ROOMS tab the Discrepant Room dialog box is displayed 3 In the Discrepancy box select a viewing option Sleeps only Skips only All discrepant rooms or All rooms Housekeeping 4 To view all discrepant rooms skips and sleeps select All Discrepant Rooms 5 Select a room in the grid whose discrepancy status you want to change 6 In the CHANGE HSK STATUS box click the drop down arrow and select the status Vacant Occupied or Clear View Person Discrepancies 1 Click the ROOMS MANAGEMENT menu and select HOUSEKEEPING the Housekeeping dialog box appears 2 Click the DISCREPANT ROOMS tab the Discrepant Rooms dialog box is displayed 3 In the Persons Count box select a viewing option Only rooms with discrepancy All occupied rooms or All Rooms 4 To view all discrepant rooms select Only rooms with discrepancy Note The number of housekeeping persons is set to 0 during the night audit If the number of housekeeping persons is changed after the night audit and the reservation for this room checked out and another reservation is checked in to this room the entered housekeeping persons will show for the new reservation up until the next night audit Q Rooms The Q Rooms tab displays all reservations which have been allocated a room an
15. a room number To select a room by room type 1 Click in the Room Types box and select the desired room type s from the select room types dialog box 2 Click CLOSE the select room types dialog box closes 3 Click SEARCH all rooms of the selected room types are displayed in the grid 4 In the grid select a room number Search Definitions Viewing rooms by search definition You can view rooms by a pre defined search definition such as checked out rooms or vacant dirty rooms You may also create your own search definition to meet the needs of your site To display rooms by search definition 1 Select the desired definition from the listing Housekeeping 31 32 2 Click SEARCH only rooms from the selected category appear on the display grid Note The display order of the search criteria list can be changed using drag amp drop Adding a search definition 1 In the Housekeeping dialog box click the HOUSEKEEPING tab 2 The search definitions are displayed on the lower left hand side of the housekeeping dialog box Short Search Name 001 All Rooms 002 All vacant Rooms 003 All vacant Dirty Rooms 004 All Occupied Rooms 005 All Occupied Dirty Rooms 006 All Dirty Arrivals 007 All Clean Rooms 008 All Dirty Rooms 009 All Out of Order Rooms 010 All Out of Service Rooms Details Delete Room Types Room Nofs Section s segment 3 Click NEW the search d
16. and services from third parties Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third party content products and services Oracle Corporation and its affiliates will not be responsible for any loss costs or damages incurred due to your access to or use of third party content products or services Contents PLOLACGC es auis iwdeaudaauddcuadeueaduddadddadtdacadddadededad dadddddeduceeacecesaaanaaeen aaa aaa aa aaa aa aiaia aaa 6 PICNIC E E A EE A E A ee EE E E ee ead T 6 CUS ODECE OUP POL eun a se aa ae cued ade iantts 6 Pocu mena Homses a A T tote taalctsatehareet 6 REVISION SLOL V aspa a E Gauattesdsusbouns dues unas coca gues hons sua seslsstaachacsseds 6 t AMP OGUCUION eenaa a aaO aA rAr 7 Loet mne Tercera a T A EAA A a e 7 Rooms Mandcement ohonei Bar anek onian a e E T TT 8 Nave ATION ICY a a a TEA T actae nas 9 THE Quick RE Sporan E ARTN E Auteur ates tre Saas a 10 Usine the plucdriFdOwIT art OW sranie O seamen sou 12 ENUEN TOW ecg setasars soucags T N AA 12 Te DIC DOK enrian A N N 16 Chano me LINC dIE Tr E E AO A E 16 C stomisine Fidelio Suites Grids sisser ia a a T A E T a 17 Customising the HT MLdisplay viscid a mal A N A a T 22 Manager On D sen a tenet eta las ia A 23 Favour a ose oer a OT ea Oe ere eT EER ee en een ee ee er ee ere 24 Check PASS COMPAN Eei a as wep ni add it a 25 DOC UE A AAEE E ba tevssa muah E A slants uate sedan tid dash C8 tend
17. by attendant group is the REPORT defined for the selected attendant group under Setup Configuration Reservations Attendant Groups If no report is defined then the attendants report defined via the option DEFAULT REPORT FOR ATTENDANTS under Setup Configuration Global Settings Reports Report Tab is used as the default Note During the update process the group type MAID is marked as the default and all configured attendants are assigned to this group 68 Attendants 7 Overbooking Fidelio Suite8 allows you to overbook in accordance with the set overbooking levels Most hotels use overbooking levels during peak periods in order to reach 100 occupancy Overbooking functionality is controlled by the user right OVERBOOKING under Setup Configuration Users User Definition Rights Overbooking Access the overbooking screen Click the ROOMS MANAGEMENT menu and select OVERBOOKING The overbooking dialog box appears Es Overbooking eS Coates issn firma iener fionni anne fems aps set Rooms ves etest trsioy Frey Stray oner ronde 4 Scope Options Grid Hal ge From he os 20 11 _ Room Until 31 08 2011 gt Refresh Upload to interfaces Changing the dates on the overbooking screen You can change the view of the overbooking screen by changing the from and until dates To change the dates on the overbooking screen 1 Type the start date for the overbooking
18. displayed House Status 57 6 Attendants The Attendants screen gives you quick and easy access to complete information about attendants including Attendant Name Total number of credits both room and amenity Specific room assignment information It is a convenient tool for managing attendant room assignments you can not only view all room assignments but can also reassign rooms as needed Rooms can be assigned by either specifying the number of available attendants or by using the active pre defined attendants list The type of attendant group can be selected and calculated when using the option USE DEFINED ATTENDANTS Rooms can be selected and dragged to another room attendant or to and from the Not assigned rooms column You can print an attendants report listing information about each room assigned to the attendants or save the report for reprinting later in the day An attendant report can also be created for a future date all details are the same with the exception of the room status which as it is not yet known then it is not displayed If a room status such as out of order or out of service is defined with a RETURN TIME REQUIRED the actual status of the room on the entered return time is considered when calculating attendants Additional credits can be assigned to attendants cleaning rooms occupied by guests with special housekeeping amenities such as changing linen or towels The amenity credits are added when the attend
19. generated and the Email Report dialog box displayed Maintenance 89 90 6 10 11 R Email Report Email Addresses Sendi OTe 1 poms mad nail ir ender hotel 1 pms addmail int Select Al To hotel 1 pms addmail int cc BCC Subject Ce e nce E Send as Attachment Attachment add Email Body Templates lt Default gt Default EMail Body EN Delete Delete Body Format Text HTML Task 1843 Place 111 Age 0 day 1 hour 35 minute 10 second Task Can someone please come to my room 111 and check the Ini The TO box is automatically completed with the email address from the profile this can be changed by clicking the drop down arrow and selecting the email address to which this email should be sent or by selecting the required email addresses from the list of available in the panel on the upper right hand side and clicking the TO button Click the SELECT ALL button and then the TO button to select all the available email addresses In the CC box click the drop down arrow and select the email address which should be copied on this email or select the required email addresses from the list of available in the panel on the upper right hand side and click the CC button Click the SELECT ALL button and then the CC button to select all the available email addresses In the BCC box click the drop down arrow and select the email address which should be blind copied on this email or select the requi
20. grid in the From Date box or click the drop down arrow and select a date from the calendar 2 Type the end date in the Until Date field box or click the drop down arrow and select a date from the calendar 3 Click the REFRESH button the overbooking grid is updated Overbooking 69 70 House Overbooking House overbooking allows you to overbook the hotel with any room type To overbook the hotel 1 Click the ROOMS MANAGEMENT menu and select OVERBOOKING 2 Select the HOUSE option button 3 Select the square or squares on the grid that represents the day s to be overbooked 4 Type the number of rooms to overbook by in the Rooms box or click the up and down arrow to choose the number of rooms 5 Click SET the overbooking grid is updated with the overbooking amount specified To set overbooking for a range of dates 1 Click the ROOMS MANAGEMENT menu and select OVERBOOKING 2 Select the HOUSE option button 3 Click the RANGE button The Date Ranges dialog box opens Ef Date Ranges ke Rooms Monday Tuesday Wednesday Thursday Friday Saturday Sunday 4 Type the starting date for the overbooking period in the Start Date field or click the drop down arrow and select a date from the calendar 5 Type the end date of the overbooking period in the End Date field box or click the drop down arrow and select a date from the calendar 6 To assign a different overbooking amount for each day in the overbookin
21. hea 43 S Oal OF Order a ficadededesetacdacaandncededoganecacanaeaascacasaenseeas qnaceannancnqauaneanaounaesnenasanaenaeeasanauee 45 Placing aA TOOnMOUt OF OLDER enrarir o T e N aia ta teed N O ARE 45 Placing a room out of order block using the copy feature eeeeeeeerereererererrererseres 47 Modity ine Oar OLOrderTe cordo ensina E O enians 47 Deletine Our Oh Order Tecord S a a ee NS 48 A ROOM HIStory sisssiccsitcsnacecaiececanecaacadanescacziaaaideaaceaaacecdezeaaaeccaadenaneecaacecansecaadenaneeadadecas 51 Display roont HIStory err Ta T TROT T T E T RTO NOTAN 51 VIC WING SUCSE HISTOL Y sisceasu Sonat cottaatedeate E a A S 51 VIEWING OF printinge a guests INV O1CE wists sesanadaceaweriutsasesiitss dcvcessesdivaded vesvndeddudcbivhscessdsvens ol VIENE PrO OU ats ni T AT T A 52 5 House SUALUS iacacasadacactacdcacssacd cacsaadenssanancasaasansacaasacansannacanacateeananntecneanutecneanunsenaacanees 53 6 ACN CANES arc e EEE aaa 59 Allocating rooms ASsiCTIMNeMS nati siesta ee a aa a a ele AA 61 Assigning rooms using the defined attendants listing eee eeseeeeeseeeeseeeeeseeeens 62 Assigning rooms using pre defined attendants and defined rooms eeeseeeserreeees 63 Adding a new attendant to the listing ees eeesceceeseeeeseeecesacecesaeesesaeesensaeeessaeeens 64 Addie a MOLE LO Al attendant enacaiiia n tates ie Stace anes te aaa fan 65 FINS A ESSE V ARON Gaga tissue a dale et acts Raa sats tea Pacha ted ala etree Pen ei 67 Primtine the At
22. the file has to be called usr_ds_quickinfo htm e Customised htm file by user language To display a customised htm file by user language the htm file has to be called CUST_LANG_LANGUAGE SHORT DESCRIPTION_QUICKINFO HTM Example If the language short description is F for French the user has to select this language under User Settings Startup Language and the file such as quickinfo htm has to be called cust_lang_f_quickinfo htm e Customised version for all users Introduction To display a customised version of htm files for all users the html files have to be called CUST_HTMLFILENAME HTM Example cust_quickinfo htm e Customised version by language To display a customised version by language the html files have to be called LANG_SHORT DESCRIPTION OF THE LANGUAGE_HTMLFILE HTM Example lang_f_quickinfo htm where f stands for the short description of the language If none of these files can be found then the standard htm file is displayed How to hide or show expressions depending on activated features or license The following expression can be used to hide for example Conference Information on the HTM file when working with the small business edition if const isBnB 1 if H else if feature Meeting Planner Conference runquery 2 Customization functionality is controlled by the user right HTML source view and edit under Setup Configuration Users User Definition Rights Miscellaneo
23. 2 C Changing a room status to OOO or OOS AP E NEE AAE ANAE AEE pe ET 86 Changing the date Typing a new date ccccccceeceeeeees 16 Using the Calendat cc1cccseeceseeees 16 D Date Box Changing a date using the calendar 16 Typing a new date c ccccceeceeeeees 16 Deleting a maintenance task 88 Discrepant ROOMS 1cccsccsseecnsecneenaees 41 ClO AIAG EEE EE E E EA 42 VIGO enas a ha atocte Pusat 42 E Entering a maintenance taSk 77 G Guest history VICWING c00ccceeceseeeeees 51 H House Status end of day revenue terms 53 end of day tOLIMS csccccseecsseecsesenees 53 housekeeping total termS 2 53 movement total terms c1cccseeeees 53 total LOVIN nare Seedet aero atecelents 53 HOUSCKCCDING 2 cccccceccssecsssccescensesens 29 assigning unaSsigning roomMs 40 Changing room Status 100cc0eee 34 deleting out of order records 48 editing out of order records 47 out Of order viewing 10000cceeeceeeeens 38 10 Index placing a room out of order using copy TOU C perenni EE EEEE ERRA 47 room information viewing 36 room Statistics VICWING 1 100c00eeees 37 search ACHINITIONS 1ccccccseecseeceeeeees 33 HTML Change the HTML display 12 Collapse HTML Tree ccccccceeeeee 12 Expand HTML Tree 1 cccccecseeee 12 View HTM
24. 2012 to 9 17 2012 Demonstration Supervisor MF ORACLES 09 12 2012 09 41 23 Start Time changed from 1 16 PM to 9 44 AM Demonstration Supervisor MF ORACLES 3 Once all changes have been viewed click OK to close the user log User Log Display Options Gives this information Date The date and time the change was made This is the system date of the computer on which the change was made A short description about the changes that were made The name of the user who made the change The Computer Name on which the change was made The maintenance guest service changes that should be tracked are defined via the option Hotel MaintenanceGuest Service Center under Setup Configuration Users User Log Guest Service Center Guest Service Center Resolved Guest Service Center Unresolved New Guest Service Center Delete Guest Service Center Update Guest Service Center Guest Service Center Actual Duration Guest Service Center Estimated Duration Guest Service Center Status Level Guest Service Center Origin Guest Service Center Guest Guest Service Center Locality EO E 102 Maintenance El Hotel Maintenance Maintenance Resolved Maintenance Unresolved Delete Maintenance Update Maintenance Maintenance Actual Duration Maintenance Estimated Duration Maintenance Status Level Maintenance 103 9 Kiosk Room Management Kiosk Room Management Kiosk room management may be used to manage the rooms which are available f
25. 8 PaE Oras ets heii aca tabed pach calaert a titan hadnt tetdt ated laine 100 Laet LO ee chs sip becten tees eaptas taut aha beten ts caleba S A A 101 9 Kiosk Room MaMa emeni annann 105 Kiosk Room Managemen an n teats ain oan arn 105 IO Y s Vane Sen nd T E Te E a E E E A 107 Preface Audience This user manual is intended for system users and system administrators Customer Support To contact Oracle Customer Support access My Oracle Support at the following URL https support oracle com When contacting Customer Support please provide the following Product version and program module name Functional and technical description of the problem include business impact Detailed step by step instructions to re create Exact error message received Screen shots of each step you take Documentation Oracle Hospitality product documentation is available on the Oracle Help Center at http docs oracle com Revision History Date Description of Change July 2005 e 8 5 0 0 First Issue Small Business Edition May 2008 e 8 7 Updated for Version 8 7 June 2008 e 8 7 3 1 Updated for Version 8 7 3 1 May 2009 e 8 8 Updates for Version 8 8 Sept 2010 e 8 8 Updates for Oracle 11gR1 Jan 2012 e 8 9 Updated for Version 8 9 Nov 2012 e 8 9 New cover page July 2015 e 8 9 Oracle template applied Preface 1 Introduction Logging In To use Fidelio Suite8 you must first log into the system with a user ident
26. 9 TR GM 1 Evening Section 1 Day Section V 03 04 2013 12 29 10 _ 120 TR GM 1 Evening Section 1 Day Section V 03 04 2013 12 29 10 3 200 SR DI 1 Evening Section 2 Day Section V 21 02 2013 10 03 55 New Details Delete 201 SR DI 1 Evening Section 2 Day Section I 03 04 2013 12 29 10 1 202 SR GM 1 Evening Section 2 Day Section V 03 04 2013 12 29 10 Room Types 7 203 TR GM 1 Evening Section 2 Day Section V 03 04 2013 12 29 10 204 TR GM 1 Evening Section 2 Day Section V 03 04 2013 12 29 10 Room No s 205 TR DI 1 Evening Section 2 Day Section V 04 03 2013 10 09 37 sections 4 28 TR DI 1 Evening Section 2 Day Section V 04 03 2013 10 09 37 z 207 TR DI ____1 fEvenina Section 2 Dav Section E 03 04 2013 12 29 10 13 M i Hits 137 0 0 194 Room Info E Statistics yf Quick Action fh 00 05 b Print Segment Change Status Dirty Q Search Change Guest Service l 4 Select the room with maintenance guest service tasks right click to display the short cut menu and select SHOW MAINTENANCE The Maintenance Task dialog box is displayed with all the tasks for the F Resp Employee Type Code Type Status Level Due Date DueIn Resolved Locality Description 2 Edit Normal 05 06 2013 10 25 27 Natalie Martina TV TV broken Not yet started 05 06 2013 12 00 00 01 32 52 Room 101 Delete a
27. Ctr Ctrs Ctr Shit D Ctrl F3 Ctr Shitt aA Core T Ctr Shitt T Ctrl U Ctr Shift y Using the blue drill down arrow Many boxes have a blue drill down arrow additional information that can be displayed Housekeeping next them indicating that there is Total Occupied Vacant Clean Rooms 103 2 101 Dirty Rooms he 1 11 Total 23 112 Out of Order 2 0 2 Out of Service 0 0 0 Rooms in Queue a i For example on the House Status screen clicking the blue drill down arrow on the Out of Order line displays the Out of Order Rooms screen Ea o Refresh Ey Edit Fe Out of Order Rooms Date From 11 04 2012 Out of order To 11 05 2012 Sell on 10 04 2013 15 04 2012 E T J Copy Technical Department i Delete 04 05 2012 04 05 2012 04 05 2012 04 05 2012 04 05 2012 04 05 2012 04 05 2012 04 05 2012 04 05 2012 04 05 2012 04 05 2012 04 05 2012 04 05 2012 04 05 2012 04 05 2012 04 05 2012 04 05 2012 04 05 2012 04 05 2012 10 04 2012 HTML View Fidelio Suite8 offers the possibility to view information in HTML format HTML is the abbreviation for Hypertext Markup Language This is the system of marking a 25 05 2012 25 05 2012 25 05 2012 25 05 2012 25 05 2012 25 05 2012 25 05 2012 25 05 2012 25 05 2012 25 05 2012 25 05 2012 25 05 2012 25 05 2012 25 05 2012 25 05 2012 25 05 2012 25 05 2012 25 05 2012 25 05 2012 16 04 2012 Housekeeping Housekeeping
28. GUEST SERVICE STATUS FUNCTIONALITY under Setup Configuration Global Settings Interfaces Interface IFC8 1 tab The functionality to change the guest service status manually is controlled by the parameter ALLOW TO CHANGE GUEST SERVICE STATUS MANUALLY under Setup Configuration Global Settings Interfaces Interface IFC8 1 tab Viewing room information Fidelio Suite8 enables you to view information about a particular room To view room information 1 In the Housekeeping dialog box select a room and click the ROOM INFO button to display the Room Information dialog box R Room Information Info Extras Room 105 Section Evening Section 1 Day Section 1 Description Double Room Blocked from Blocked To Remark Features FO Status Occupied Vacant 2 After viewing the room information click CLOSE Viewing maintenance guest service tasks Maintenance Guest Service tasks can be viewed directly from the housekeeping screen To view maintenance guest service tasks 1 In the Housekeeping dialog box click the HOUSEKEEPING tab 2 In the listing on the left side of the Housekeeping page click the ALL ROOMS line 3 Click SEARCH all rooms are listed in the display window to the right Housekeeping Room 100 13 05 2013 11 44 49 Status Dirty I 03 04 2013 12 29 09 26 03 2013 12 42 25 18 102 DR DI 1 Evening Section 1 Day Section V E
29. If out of order rooms are to be included in the room assignment select the checkbox INCLUDE OOO ROOMS If clean and or out of order rooms are to be listed in the Not assigned rooms section select the checkbox LIST CLEAN OOO IN NOT ASSIGNED ROOMS This option is only available if INCLUDE CLEAN ROOMS and or INCLUDE OOO ROOMS have been selected Click CALCULATE the attendant listing is displayed with as near as possible the same number of credits assigned to each active attendant If LIST CLEAN OOO IN NOT ASSIGNED ROOMS was selected then all rooms with the status CLEAN and OUTOF ORDER will be listed on the right hand side under Not assigned rooms Note Drag amp drop functionality can be used to add rooms to the room attendant listing from the not assigned rooms list Assigning rooms using pre defined attendants and defined rooms To assign rooms using pre defined attendants and pre defined rooms 1 2A Attendants Click the ROOMS MANAGEMENT menu and select ATTENDANTS To create a room assignment plan for a date other than today s date select ATTENDANT PLAN DATE and select the required date Select the ALLOW AUTO EXTEND MAXCREDITS check box to allow the allocation of unassigned rooms to an attendant even if that attendant has already been allocated the maximum number of credits The maximum credits of an attendant automatically increase if more rooms are moved to the attendant than originally planned overbooking The displa
30. In the REMARKS box you can enter relevant comments The default RETURN STATUS to which the room will revert when the Out of Order status is removed is automatically selected but may be changed as required Selecting the status Current Status sets the room to the status it was before being placed out of order Click OK the new out of order record is displayed in Out of Order Rooms list Placing a room out of order block using the copy feature Fidelio Suite8 lets you create a new out of order block using the copy feature All settings for a selected room are copied to the new record To place a room out of order using the copy feature 1 of 2 a Click the ROOMS MANAGEMENT menu and select OUT OF ORDER The Out of Order Rooms dialog box is displayed Select a date range for the display and click the REFRESH button Select the room whose settings you want to copy to a new record Click Copy the Out of Order Rooms dialog box is displayed In the Room s field enter the room numbers whose settings will be copied from the selected room s record or click the drop down arrow and mark the rooms required You can copy the settings to several rooms by separating them with a comma Or Select to enter a range of rooms and enter the room number from which the range should start and the room number where the range should finish Change any other settings as required Click SAVE to save the new record The new out of order record
31. L display 1 ccccccseceeeee 12 FIVE VIGW os arena ate 12 I INVOICE viewing 1cccccceeeceecenecaeesanesens 51 L EOGOING MN tia ciel Treni eae e ai en 7 M Main Meni saone eat tk E AA 7 Maintenance oaaaaanaanannnnannnnnnnannnn 73 Changing a room status to OOO or EEE EA E EE 86 Deleting a maintenance task 88 Entering a maintenance task 77 Marking a resolved maintenance task as unresolved 1ccceecsecseceeeceeseeens 87 Resolving a maintenance task 82 Marking a resolved maintenance task as LIN CSOIV CO ossein i i tina socks 87 N Navigation keys Accelerator KOYS ccccccssscsescssccesenes 9 QUICK KEV S erR EA 10 SHOHCUE KEYS sade 220ncsenssatteastiarczenssaesia 9 O QUE OF NGET eiei 45 deleting OOO reCOrd s 1cccseeceees 48 modifying OOO re COrds 100000 47 placing a room OOO c1cccseeeseeeees 45 placing a room OOO using copy 47 Out of order VICWING 10ccccseeceseeesenes 38 OVETDOOKINO 11cccccecccseeecsesecsneesesesesenes 69 attendant ASSIGNMENTS 00c000008s 67 changing the dates on the overbooking SOOO aeoieo 69 107 108 Deleting overbooking levels 71 house overbooking levels 70 overbooking for a range of dates 70 Room type overbooking 0 202 71 Setting both house and room type OVErDOOKING nroa 71 Q QUICK ACION enne 34 QUICK KOVS ai A 10 R Resolving a m
32. Oracle Hospitality Suite Rooms Management User Manual Release 8 9 July 2015 ORACLE Copyright 1987 2015 Oracle and or its affiliates All rights reserved This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws Except as expressly permitted in your license agreement or allowed by law you may not use copy reproduce translate broadcast modify license transmit distribute exhibit perform publish or display any part in any form or by any means Reverse engineering disassembly or decompilation of this software unless required by law for interoperability is prohibited The information contained herein is subject to change without notice and is not warranted to be error free If you find any errors please report them to us in writing If this software or related documentation is delivered to the U S Government or anyone licensing it on behalf of the U S Government then the following notice is applicable U S GOVERNMENT END USERS Oracle programs including any operating system integrated software any programs installed on the hardware and or documentation delivered to U S Government end users are commercial computer software pursuant to the applicable Federal Acquisition Regulation and agency specific supplemental regulations As such use duplication disclosure modification and adaptation of t
33. Select YES to save the changes or NO not to save any changes How to remove a column from a customized grid 1 Place the cursor in the grid and right click to display the short cut menu Customize Restore Defaults Show Defaults Print 2 Select CUSTOMIZE to open the customize screen The fields already used are marked with a green check mark 3 On the grid point to the column to be removed and drag it to the customize screen yellow arrows are displayed at each end of the column name Introduction 19 Once the column has been removed the green check mark is removed from the field name on the customize screen 4 Click the in the top right hand corner to close the customize screen 5 A message is displayed asking if you want to store the grid layout 6 Select YES to save the changes or NO not to save any changes Column Properties The field name as it is defined in the database table The field caption Defines if the column will be fixed to the left side when scrolling to the right to view additional fields of the grid Columns marked as fixed are highlighted grey How to create a customised grid view for profile search Users familiar with the Fidelio Suite8 table structure and fields can create a customised erid view for the profile search This functionality is controlled by the parameter CUSTOM VIEW IN PROFILE SEARCH under Setup Configuration Global Settings Miscellaneous Search Screens 2
34. Setup View source Edit template with notepad Edit template with associated application Copy to clipboard PRINT prints an exact copy of the HTML display The print page margins and the actions to take if the HTML printout is too large for the defined paper size can be defined in the configuration PRINT WITH SETUP displays the printer options and then print the HTML display VIEW SOURCE displays the HTML code no changes can be made EDIT TEMPLATE WITH NOTEPAD opens the relevant htm and qry in notepad Users with HTML programming knowledge can edit these files to meet the requirements of the property EDIT TEMPLATE WITH ASSOCIATED APPLICATION opens the relevant htm and qry with the program associated with these file types Users with HTML programming knowledge can edit these files to meet the requirements of the property How to use HTML Expressions to customize the HTML display Properties can configure and store customised html files in the Version 8 directory for htm files The files are displayed in Suite8 either by logged in user user language customised htm files for all users or language specific htm files for all users The priority Suite8 uses to determine which file to use is in the sequence as listed e Customised htm file by user initials To display a customised htm file by user initials the htm file has to be called USR_USERINTIALS_HTMFILENAME HTM Example For a user with the initials DS
35. T You may also select the EDIT button from within the guest history details to view the guest s profile To view a guest s profile E 52 Click the ROOMS MANAGEMENT menu and select ROOM HISTORY The Reservation dialog box appears defaulted to the all tab with the selection criteria History selected Click in the Room No field and type the room number whose history you want to view Click SEARCH a list of all the guests who have stayed in the specified room is displayed Select a guest and click EDIT the reservation history of the selected guest is displayed Click the EDIT button on the profile section of the screen the profile of the selected guest is displayed To view additional data click the tabs at the top of the Profile dialog box Click OK to close the profile dialog box Click OK to close the reservation dialog box Note For detailed information on how to edit and manage profiles refer to the Fidelio Suite8 Customer Relationship Management manual Room History 5 House Status The House Status screen gives an overall picture of the hotel at that very moment Opening the House Status screen There are three ways to open the house status screen From the Rooms Management toolbar click HOUSE STATUS Press CTRL H Select HOUSE STATUS from the menu option Quick Keys 8 House Status Total Total Number of Rooms Total Rooms to sell Movement Expected Arrivals Actual Arrivals Arriva
36. You can view the status of all rooms or select a particular category of rooms to view such as occupied or checked out You can also display the number of rooms with a particular status You can keep track of which rooms are unavailable or out of order and depending on the configuration the number of open maintenance guest service tasks may also be indicated for each room How to access Housekeeping Click the ROOMS MANAGEMENT menu and select HOUSEKEEPING The Housekeeping dialog box appears Housekeeping Room Assignment Discrepant Rooms Attendants Q Rooms Room Type Status Guest Service Section Condition Last changed by HSK Maintenance Task Short Search Name 001 All Rooms 002 All Vacant Rooms 003 All Vacant Dirty Rooms 004 All Occupied Rooms 005 All Occupied Dirty Rooms 006 All Dirty Arrivals 007 All Clean Rooms 008 All Dirty Rooms 009 All Out of Order Rooms 010 All Out of Service Rooms O11 Test New Details Delete Room Types o z Room No s section s o l Segment vi Change Status po OQ Search Change Guest Service v 2 Roominfo amp Statistics J Quick Action h 00 05 teh Print Note The LAST CHANGED BY HSK column is updated with the computer date time the room status was changed manually either directly on the housekeeping form or via the quick keys room rack and floor plan Hotel Segmentation functionality is controlled by the parameter HOTEL SEGMENTATION under Setup
37. a date range for the display 3 Select the status TYPE Out of Order Out of Service or Both Out of Order 45 B Out of Order Rooms Date From 16 08 2011 To 16 09 2011 Lock From 12 09 11 03 10 11 ia HSK Housekeeping 12 09 11 03 10 14 o HSK Housekeeping 13 09 11 03 10 11 oo HSK Housekeeping 4 In the Out of Order Rooms dialog box click NEW the New Out of Order Rooms dialog box appears R Out of Order Out of Service Rooms Room s Clear Fields Date Range 16 08 2011 to 17 08 2011 Status Reason Remarks Return Status 5 In the ROOMS box type in the number of the room you want to place out of order or click the drop down arrow and mark the rooms required You can place several rooms out of order by separating them with a comma or Select to enter a range of rooms and enter the room number from which the range should start and the room number where the range should finish 6 Type the starting date for the out of order block in the DATE RANGE box or click the drop down arrow and select a date from the calendar Out of Order 10 11 12 Type the end date in the TO box or click the drop down arrow and select a date from the calendar In the STATUS box click on the down arrow to open the drop down list and select the room blocking status In the REASON box click on the down arrow to open the drop down list and select the reason for blocking the room
38. acant 04 07 11 2 54 14 PM 008 All Dirty Rooms 203 TR a 1 Evening Section 2 Day Section Vacant 04 07 11 2 54 14PM 009 Ai Out of Onie lee 204 TR a 1 Evening Section 2 Day Section Vacant 04 07 11 2 54 14PM 010 All Out of Service Rooms 205 TR a 1 Evening Section 2 Day Section Vacant 04 07 11 2 54 14PM 206 TR cL 1 Evening Section 2 Day Section Vacant 04 07 11 2 54 14 PM 207 TR cL 1 Evening Section 2 Day Section Vacant 04 07 11 2 54 14 PM 208 TR cL 1 Evening Section 2 Day Section Vacant 04 07 11 2 54 14PM 209 TR cL 1 Evening Section 2 Day Section Vacant 04 07 11 2 54 14 PM 4 210 TR cL 1 Evening Section 2 Day Section Vacant 04 07 11 2 54 14 PM Z New Details Delete 211 TR cL 1 Evening Section 2 Day Section Vacant 04 07 11 2 54 14PM 212 TR cL 1 Evening Section 2 Day Section Vacant 04 07 11 2 54 14 PM Room Types H2 TR cL 1 Evening Section 2 Day Section Vacant 04 07 11 2 54 14PM Room No s 214 TR cL 1 Evening Section 2 Day Section Vacant 04 07 11 2 54 14PM 215 TR cL 1 Evening Section 2 Day Section Vacant 04 07 11 2 54 14PM Section s v 216 DR cL 1 Evening Section 2 Day Section Vacant 04 07 11 2 54 14 PM Change Status Clean X Room Info E Statistics Quick action fh 00 05 E Print l Q Search Change Guest Service m vr Room Conditions The room is occupied The room has been blocked for a guest who is expected to check in today Expected today
39. aintenance task 82 Room Assignment Assigning a room assignment 40 Removing a room assignmert 41 Room DISCIEPANCIES 1 ccseeceseeeeeees 41 CEW ie sae n eee eens 42 VIEWING aticintariennietininteemaiasnanien 42 Room History changing room status 1cccseeee ees 34 deleting out of order records 48 Deleting overbooking levels 71 DISDIQVING 2k sent erate eet 51 editing out of order records 47 housekeeping viewing 10000eeeeeee 37 out order viewing c1eccseeccneessneeeaes 38 placing rooms out of order using copy LOIU Cts nies eine E 47 Reprinting INVOICES 11sccssceeeeeneees 51 room information viewing 36 Setting room type overbooking 71 Statistics VIQWING 1ccccecseeseesseeeees 37 using search criteria cccseceeceeeeeeees 31 using to display LOOMS 11eceeeee 31 viewing all LOOMS ccscccseecseecneeeaees 30 Viewing guest hiStory saaanaaannaan 51 Viewing guest profiles 1 ccceceeee 52 Viewing INVOICES c0ccccecreeeneeeneeess 51 viewing Specific TOOINS 2 01ccceeeee 31 Room information viewing 2 36 S Search Definition ACO E ET 32 Changing cisevece2necwtcttaannecctpeardettecansad 33 SHOMCULKCYS ani tesa tieiess 9 Index
40. anise the options on the Favourites shortcut bar 1 Click the FAVOURITES shortcut toolbar on the left to list the options 2 Select the option to be moved and then left click and hold the mouse button while you drag the option to its new location on the toolbar Introduction 3 Repeat Steps 1 and 2 for each option that you want to move On the toolbar the Favourites shortcut bar can be listed first by selecting the option FAVOURITE BUTTONS ON TOP under Miscellaneous User Settings Appearance Tab Check PA DSS Compliance This option may be used to check that the Fidelio Suite8 Installation has been configured according to the Payment Application Data Security Standard PA DSS A Fidelio Suite8 installation may be deemed as non PA DSS compliant if any issues are listed when running this option The program Cardholder Information Security Program CISP was introduced by Visa USA and Visa Europe to make sure that when customers offer their bankcard at the point of sale over the Internet on the phone or via mail their account information is safe The program is designed to protect Visa cardholder data wherever it resides ensuring that members merchants and service providers maintain the highest information security standard How to check PA DSS Compliance 1 Click the HELP menu and select CHECK PA DSS COMPLIANCE to display the PA DSS Non Compilance Issues dialog box Any non compliant configuration issues are lis
41. ant plan is calculated and are displayed next to the room credits Access the attendants screen 1 Click the ROOMS MANAGEMENT menu and select ATTENDANTS the Attendants screen is displayed or Click the ROOMS MANAGEMENT menu and select HOUSEKEEPING the Housekeeping screen is displayed 2 In the Housekeeping screen click the ATTENDANTS tab the Attendants screen is displayed Attendants 59 60 Housekeeping Room Assignment Discrepant Rooms Attendants T Attendant Plan Date Attendants 4 Info Status Not assigned rooms Number of Attendants 0 T Default credits 1 E Allow auto extend maxcredits 2 Method Fill attendants to maxcredits Balance all equally One Attendant per section E Indude Public Places E Indude Function Spaces E Indude dean rooms E Indude OOO rooms OOO ot Assigned Rooms Ta Attendant Notes E Calalate ich toad bed save Spernt Info Status Date range Attendants display Column Information displayed Attendants The name of the attendant the maximum number of credits that can be assigned to this attendant and the number of credits which are currently available to be assigned Info The status of the reservation I for in house D for departure A for arrival Status The room status the name of the reservation and the detailed reservation status Date The arrival and departure da
42. ard It is possible to copy information from the HTML files to clipboard by selecting items from HTML using right mouse short cut menu and selecting COPY TO CLIPBOARD or short cut key CTRL C This information can then be pasted to any open file by using right mouse menu option PASTE or short cut key CTRL V Introduction 15 The menu option COPY TO CLIPBOARD is controlled by the user right COPY TO CLIPBOARD FROM HTML under Users User Definition Rights Miscellaneous The Date Box The format of the dates and the separators between the dates may vary from one hotel to another The date format is defined in the Control Panel Windows Regional Settings Options Typical date formats include the following dd yy MM dd yyyy yy MM dd yyyy MM dd dd MMM YY You can type the date directly in the date box however it must be typed exactly as per the pre defined format There are many date boxes in the system for example Arrival Date or From Date The date can be either a specific date or an as of date Arrival date lo1 o3 2011 From 01 03 2011 A specific date is when you need to see what happened on that day For example you need to see which guests have departed 01 01 03 An as of date is when you need to find out information starting from that date For example you need to read the room rack starting from 09 09 03 through 12 09 03 Changing the date The date can be changed by typing a new date o
43. ary changes can be made at this time 9 To schedule the time the fax should be sent click ADVANCED the Fax Scheduler dialog box is displayed Fax Scheduler C Specific time in the day Joi fiz eoo4 09 24 i High ff Normal C Low Cancel 10 Select when to SEND THE FAX the default is NOW to specify a specific date and time select a SPECIFIC TIME IN THE DAY and enter the date and time to send the fax 11 Select the FAX PRIORITY the default is Normal 12 Click OK 13 Click SEND the maintenance task is generated and the fax sent SMS Sending functionality is controlled by the parameter ENABLE SMS SENDING under Setup Configuration Global Settings Interfaces Misc Interface 5 tab Maintenance 97 98 The parameters for short message sending for maintenance guest service tasks are defined via the section MAINTENANCE GUEST SERVICE CENTER SMS REPORT under Setup Configuration Global Settings Generic Hotel Maintenance Guest Service Center 7 tab SMS Log This option may be used to display the SMS log and is accessible via the option MAINTENANCE on the ROOMS MANAGEMENT menu and on the MEETING PLANNER menu GUEST SERVICE on the MISCELLANEOUS menu The SMS log lists details regarding the SMS s which have been sent regarding maintenance guest service tasks How to view the SMS log 1 Click the ROOMS MANAGEMENT menu or the MEETING PLANNER menu and select MAINTENANCE 2 Click t
44. at a table was renamed for support purpose Renaming a table carries the indices to the renamed table If an index is missing of one of the above mentioned tables the alert is displayed when starting Suite8 Note Date formats with a space as a separator such as DD MM YYYY are not supported by Delphi Suite8 will displays the following message upon start up if the date format is defined with a space as a separator in Windows Regional and Language settings Date separator is space character Application will be closed Please change windows environment settings Rooms Management Shortcut Bar The Fidelio Suite8 main menu screen has nine coloured tabs located on the left of the screen Each coloured tab represents one of the main user modules Reservation Customer Relation Front Desk Cashiering Rooms Man Misc Web Services Introduction To open the Rooms Management shortcut bar 1 Click ROOMS MAN from the coloured shortcut bar The Rooms Management shortcut bar opens Rooms Marn OQverbooking lt lt Attendants S Ag eit Out of Order House Status Room History 2 Alternatively you can click ROOMS MANAGEMENT on the menu bar The Rooms Management menu screen appears Housekeeping Out of Order Room History House Status Attendants Overbooking Maintenance Navigation Keys Accelerator keys Accelerator keys are used for fast access to a box on a screen or dialog box When a letter is und
45. avourites shortcut toolbar allows you to keep your most frequently used options right where you can find them Your most used options can be added to the Favourites shortcut toolbar where they are more noticeable and more easily organized to suit your purposes To make the most of the Favourites shortcut toolbar you need to organize the options in it this can be done using drag and drop In user settings the Favourites shortcut toolbar can be set to be listed first and will then be the default shortcut toolbar opened when logging on to Fidelio Note The Favourites shortcut toolbar cannot be removed from the toolbar How to add an option to the Favourites shortcut bar 1 Click one of the coloured shortcut toolbars on the left to list the options on that toolbar 2 Right click the option that you want to add and then click ADD TO FAVOURITES on the shortcut menu The option is now listed on the Favourites shortcut toolbar 3 Repeat Steps 1 and 2 for each option that you want to add Note Options from Web Services cannot be added to the Favourites shortcut toolbar How to delete an option from the Favourites shortcut bar 1 Click the FAVOURITES shortcut toolbar on the left to list the options 2 Right click the option that you want to remove and then click DELETE BUTTON on the shortcut menu The option is removed from the Favourites shortcut toolbar 3 Repeat Steps 1 and 2 for each option that you want to remove How to reorg
46. box is displayed Fel Overbooking Grid Customization Restriction Status Selected Item Hotel Top Line Profit Te 4 gh Close Overbooking Grid Customization dialog box Selected Item Defines the colour for a selected item Defines the colour for overbooking set by the property Top Line Profit Defines the colour for overbooking coming from Top Line Profit Note Only available if the yield system is installed IDEAS XML Defines the colour for overbooking coming from IDEAS XML Note Only available if the yield system is installed The overriding of the overbooking levels sent via the XML Interface or an external system is controlled by the user right ALLOW OVERRIDE EXTERNAL under Setup Configuration Users User Definition Rights Overbooking Overbooking 8 Maintenance Maintenance The Guest Service Center may be used to record and trace service requests for rooms function spaces and public areas The maintenance tool guest service center can be accessed via the option MAINTENANCE on the ROOMS MANAGEMENT menu GUEST SERVICE CENTER on the MISCELLANEOUS menu Users can enter new maintenance guest service tasks and edit existing maintenance guest service tasks The Maintenance tool guest service center allows users to search by locality task status the type of task and the responsible employees Maintenance Guest Service types configured as out of order will automatically give the option to place t
47. by 20 rooms you can set the house overbooking to 20 rooms and then set room type overbooking levels for specific room types This will ensure that you are not overbooked by 20 rooms on one particular room type This is especially useful if you have just one or two of a particular room type Alternatively if you set the Room Type overbooking to allow overbooking by 10 rooms on each of three room types you can set the House Overbooking to 20 so that the system will restrict any new reservations after the total house availability has reached 20 even though some room types have not yet reached the overbooking limit Deleting overbooking levels You can delete the house overbooking for a particular day You can also delete the overbooking of a specific room type for a particular day When you delete a selected overbooking the entry disappears from the overbooking screen To delete an overbooking level 1 Display the overbooking grid with or without room types displayed by selecting either the HOUSE or ROOM option button 2 Select an overbooking item from the Overbooking grid 3 Click CLEAR the selected overbooking entry is deleted Overbooking 74 72 Customising Overbooking Levels The colour for the font and the background on overbooking levels set by the property and coming from external systems such as Ideas or Top Line Profit can be customized Click CUSTOMIZE on the Overbooking screen the Overbooking Grid Customization dialog
48. ck keys are shortcuts to screens searches and desktop tools Using these keys allows rapid access to information without having to leave the section that you are currently working on For example a customer is making a new reservation while at the same time asking questions about restaurants in the area You can use the Telephone Book quick key for restaurant information instead of aborting the new reservation screen looking up the Introduction restaurant information closing the Telephone Book and reopening the new reservation screen To access the Quick Keys main menu Click the QUICK KEYS menu option Introduction The Quick Keys menu is displayed Arrivals Availability Billing Bonus Points Calendar Conference Diary Conference Floor Plan Currency Calculator Event Vacancies Event Waitlist Priority Floor Plan Goals Group Reservation House Status Inhouse Guests Interface Functions Lock Station Logbook Maximum Availability Messages New Reservation Postings Profiles Rate Query Reports Room Rack Room Search Room Type Availability Space Occupancy Table Reservation Telephone Book Transponder scan Update Reservation User Notes Hotel Segment Statistics Ctrl A Ctrl 68 Shitt Ctrl B F4 F3 Shift At F3 Shit At R Ctr Shitt F3 Ctrl Ww Ctrl F Ctr Shit 6 Ctrl G Ctr Shitt S Shift Alt L Ctrl Shitt M Ctrl Shift r
49. ck or a group In house tonight Room The total number of rooms that will be occupied that night including individuals allotments groups and group and allotment Pax The number of persons that will be occupying the hotel that night including individuals allotments groups and group and allotment House Status screen end of day revenue Average Room Calculates the gross average end of day room revenue from the Rev gross Revenue Forecast table YPOS Forecasted package revenue is not taken into consideration Average Room Calculates the net average end of day room revenue from the Rev net Revenue Forecast table YPOS Forecasted package revenue is not taken into consideration Note Rooms and persons on blocks that have not been picked up will not be shown on the House Status regardless of the block status The House Status can be set as the startup screen so that each time this user logs on the House Status is displayed To enable this functionality the required start up screen can be selected via the option STARTUP SCREEN under Miscellaneous User Settings Startup Tab House Status The storing of hotel segmentation preferences by user is controlled by the option STORE HOTEL SEGMENTATION PREFERENCES under Miscellaneous User Settings Appearance Tab If the option STORE HOTEL SEGMENTATION PREFERENCES is selected then each time this user opens the House Status the selected hotel segment view is
50. cture is quickly accessible via the PICTURES tab The maintenance option is controlled by the parameter HOTEL MAINTENANCE under Setup Configuration Global Settings Generic Generic 3 tab The guest service center option is controlled by the parameters HOTEL MAINTENANCE and GUEST SERVICE CENTER under Setup Configuration Global Settings Generic Generic 3 tab Maintenance Guest Service search functionality is controlled by the user right VIEW under Setup Configuration Users User Definition Rights Hotel MaintenanceGuest Service Center Maintenance Guest Service Center Search Maintenance Guest Service edit functionality is controlled by the user rights NEW EDIT DELETE and RESOLVE under Setup Configuration Users User Definition Rights Hotel MaintenanceGuest Service Center Maintenance Guest Service Edit Maintenance 73 The screen refresh interval is defined via the option GENERIC SCREEN REFRESH INTERVAL IN SECONDS under Setup Configuration Global Settings Miscellaneous Visual Appearance 4 tab The default refresh time is 5 minutes and the TIME TO THE NEXT UPDATE is displayed however the screen can be refreshed immediately by clicking the SEARCH button Maintenance Guest Service reminder and overdue functionality requires that the service MAINTENANCE REMINDER is running in Fidelio Server The order of the Maintenance Guest Servic
51. d and placed on the check in queue because there was no room available at the time of arrival Queue rooms enables housekeeping to see the reservations which are waiting for a room so that the cleaning of rooms can be more efficient Queue rooms functionality tab is parameter controlled The VIP STATUS is displayed and the length of time that a reservation has been on the check in queue is listed in the column TIME ON Q The room STATUS can be changed by selecting the reservation right clicking and selecting a status from the list of defined statuses Housekeeping Room Assignment Discrepant Rooms Attendants Q Rooms Room Type Status Guest Name Time on Queue Vip Status Adults Children Room Types 105 DR DI Aceti Ralph 00 01 43 VIP 1 0 116 TR DI Jones Julia 00 07 39 1 1 Refresh Housekeeping 43 44 Queue rooms functionality is controlled by the parameter QUEUE ROOMS HANDLING under Setup Configuration Global Settings Reservation Reservation 1 tab Q room move details are displayed in the user log if the options RESERVATION IS MOVED TO Q ROOMS and RESERVATION IS MOVED FROM Q ROOMS are selected in Setup Configuration Users User Log Reservations Housekeeping 3 Out of Order Rooms may be unavailable or not in use for various reasons Fidelio Suite8 lets you define rooms that were removed from use according to the room status codes defined by your property These room status cod
52. description of the maintenance guest service task if required Next to the RESPONSIBLE EMPLOYEE box click the button to select an employee from the Select Employee screen If the task is not guest generated then next to the REQUESTING EMPLOYEE box click the button to select the employee requesting the task Type the due date for the task in the DUE DATE box or click the drop down arrow and select a date from the calendar If the number of minutes needed to complete this task have been defined then the DUE DATE and time are automatically completed In the STATUS LEVEL box select the current status level of this task the status level can be updated at any time In the ORIGIN box select where the task originated from this could be a guest generated task or from housekeeping or the front desk If the task originated from a guest then the name of the guest can be entered in the GUEST box If the locality selected is an occupied room then the guest profile is automatically completed if there is more than one guest occupying the room then the corresponding profile can be selected If available select the MAINTENANCE ATTRIBUTES tab and select any attributes required for this task Click OK to save the maintenance guest service task record If the maintenance guest service type selected is configured as OUT OF ORDER then a message is displayed asking if the room should be placed out of order Information i Do you want to set the roo
53. ds from the custom view are automatically added to the grid How to create a customised grid view for booking search Users familiar with the Fidelio Suite8 table structure and fields can create a customised erid view for the event booking search This functionality is controlled by the parameter CUSTOM VIEW IN BOOKING SEARCH under Setup Configuration Global Settings Miscellaneous Search Screens 2 tab To add fields to the Grid Customization dialog box the view V8_SYS_CUSTOMYBOMSEARCH has to be amended however it must contain the field customybomsearch_ybom_id Example How to display the function type description The view has to be changed as follows CREATE OR REPLACE FORCE VIEW V8_SYS_CUSTOMYBOMSEARCH AS SELECT ybom_id customybomsearch_ybom_id yfty_longdesc from ybom yfty where ybom_yfty_id yfty_id Customization functionality is controlled by the user right EDIT under Setup Configuration Users User Definition Rights Miscellaneous Grid layout Customization Introduction 21 22 Print functionality is controlled by the user right PRINT GRID under Setup Configuration Users User Definition Rights Miscellaneous Customising the HTML display The HTML display may be customized according to the requirements of the property The customization options available when placing the cursor on the HTML display and right clicking are Print Print with
54. e or a comma Assigning a room 1 Click the ROOMS MANAGEMENT menu and select HOUSEKEEPING the Housekeeping dialog box appears 2 Click the ROOM ASSIGNMENT tab the Room Assignment dialog box appears 3 In the SHOW box select UNASSIGNED and click the REFRESH GRID button all rooms that are currently unassigned are displayed 4 Select the rooms to be assigned multiple rooms can be selected using the shift and control keys Housekeeping Click ASSIGN the Change assignment dialog box is now active 5 6 In the ASSIGNMENT box select the type of assignment 7 In the REASON box select a reason for the assignment 8 Click OK the room is now assigned Removing a room assignment 1 Click the ROOMS MANAGEMENT menu and select HOUSEKEEPING the Housekeeping dialog box appears 2 Click the ROOM ASSIGNMENT tab the Room Assignment dialog box appears 3 In the Show box select ASSIGNED the grid displays all rooms that are currently assigned 4 On the grid highlight the room to be unassigned click UNASSIGN The room is now unassigned and the grid is updated Discrepant Rooms There may be discrepancies between the room status and or the number of persons in the room in Fidelio Suite8 and the actual status and or number of persons as reported by the housekeeping personnel This option may be used to enter view and resolve both room and person discrepancies Person discrepancies can be entered for both occupied and unocc
55. e type entry fields on the maintenance guest service search screen and on the new entry edit screens is controlled by the parameter REVERSE ORDER MAINTENANCE TYPE TREE IN SCREENS under Setup Configuration Global Settings Generic Hotel Maintenance Guest Service Center 7 tab If activated the order is Responsible Department Group Type otherwise the order is Type Group Responsible Department SMS Sending functionality is controlled by the parameter ENABLE SMS SENDING under Setup Configuration Global Settings Interfaces Misc Interface 5 tab The parameters for short message sending for maintenance guest service tasks are defined via the section Maintenance Guest Service Center SMS Report under Setup Configuration Global Settings Generic Hotel Maintenance Guest Service Center 7 tab The possibility to select attributes on a maintenance guest service task is controlled by the parameter ACTIVATE Maintenance Guest Service SUB ATTRIBUTES under Setup Configuration Global Settings Generic Hotel Maintenance Guest Service Center 7 tab Access maintenance guest service e Click the ROOMS MANAGEMENT menu or the MEETING PLANNER menu and select MAINTENANCE e Click the MISCELLANEOUS menu and select GUEST SERVICE CENTER The Maintenance Guest Service dialog box is displayed all the NOT RESOLVED maintenance guest service records are listed by default The result count for the cu
56. efinitions dialog box appears Housekeeping Ba Search Definitions A 6 Types P Double Room Single Room amp Twin Room Virtual Suite El S Housekeep Statuses i 7 Checked by GM amp Clean Inspected Touched up pE Vacant ee Checked Out Today Exp Arrival No Reservation 7 Occupied _ In House Exp Arrival Due Out amp Indude Selected Blocked Statuses _ amp Show Only Blocked Statuses Show Only Rooms in Queue Blocked Statuses O _ Blocked Statuses Ey Out OF Service Ey Out Of Order Title pe WF x 4 Check the required criteria to be included in the search definition Room Types Housekeeping Statuses Vacant Occupied Blocked Statuses Rooms in Queue displays only rooms which are assigned to reservations 5 Assign a number and title to the report The number controls the display order 6 Click OK to save the definition Changing a search definition 1 In the Housekeeping dialog box click the HOUSEKEEPING tab Housekeeping 33 2 3 4 5 Select a search name from the search definitions list Click DETAILS the search definitions dialog box is displayed View or change the criteria as required Click OK to save the search definition Changing room status You can quickly change the status of rooms You can change the status of single or multiple rooms in one procedure Change the status of a single r
57. erlined you can press the Alt letter keys and the cursor moves into the appropriate box For example on the Profile Search screen the letter A is underlined in the Name box By pressing the Alt A keys the cursor moves into the Name box Introduction 9 To use the accelerator keys From the screen or dialog box press Alt letter to move the cursor into the appropriate box Shortcut keys Fidelio Suite8 has shortcut keys that allow you to perform actions directly from the keyboard without having to use the mouse Using these keys saves you time Fidelio Suite8 Shortcut keys Shortcut Description Key Displays the help Alt F4 Closes the active window F8 Closes all open screens and dialog boxes and the Login screen appears A new user can now login Closes all active windows Moves the cursor from a data box to the first record on the grid arrow Moves to the next box and confirms the entry Ctrl Shift Moves backward through tabs Tab Escape In general cancels the current action However in some screens such as Customer Profiles CCM Booking and Events a message is displayed xxx was modified Do you want to cancel if there are changes which have not yet been saved Removes a Combo box before a selection has been made Moves the cursor to the beginning of a box Moves the cursor to the end of a box The Quick Keys Fidelio Suite8 allows you to select the Quick Keys main menu from any screen The qui
58. es prevent you from assigning these rooms to reservations and depending on the setup may deduct the rooms from availability The two most common room status codes are Out of Order and Out of Service Out of Order generally means that the room is not for sale because it needs repairs Out of Service means that the room is temporarily not in use for example if it is located on a floor that was closed off during low season An Out of Service room can usually be sold if the need arises It is possible to place an out of order block for any given date or period in the future It is not possible to take an occupied or reserved room to a status of Out of Order If a room status is defined with a RETURN TIME REQUIRED the status of the room is changed on the entered return time Out of order and out of service statuses are defined via the option Room Status under Configuration Reservations Rooms Management Out of Order functionality is controlled by the user rights VIEW EDIT INSERT and DELETE under Setup Configuration Users User Definition Rights Housekeeping Out of Order Out of Service functionality is controlled by the user rights VIEW EDIT INSERT and DELETE under Setup Configuration Users User Definition Rights Housekeeping Out of Service Placing a room out of order 1 Click the ROOMS MANAGEMENT menu and select OUT OF ORDER the Out of Order Rooms dialog appears 2 Select
59. es_orsresnr TgpColumn TStringField Adults ydet_adultno TgpColumn TintegerField Locator locator TgpColumn TStringField Trace trace TgpColumn TStringField Message message TgpColumn TStringField VIP Code vipcode TgpColumn TStringField Time on Q timeonQ TapColumn TStringField Child XCAG2 TgpColumn Tin 7 Teenager XCAG3 TgpColumn TintegerField Copy to dipboard fa Save The list can be copied to the clipboard or saved to a file 3 Click OK to close the list How to customize a grid 1 Place the cursor in the grid and right click to display the short cut menu Customize Restore Defaults Show Defaults Print 2 Select CUSTOMIZE to open the customize screen Introduction Customize Address BONUSCARDNUMBER r City Communication Country disabledforhc Display DUPLICATEBESTPOINT DUPLICATECOUNT DUPLICATEEXISTS DUPLICATERECORDS Mail Manager MASTERCOUNT 4 Jaz Ss s s L LEE The fields already used are marked with a green check mark Click the PENCIL button to view or change the column properties To move a field to the grid select the field and drag it to the required position Click the 1 in the top right hand corner to close the customize screen x pi e amp A message is displayed asking if you want to store the grid layout Confirmation Es r Do you want to store the grid layout 7
60. est service notes field Task ID The task identification number view OP Displays all maintenance guest service tasks regardless of Status Displays resolved maintenance guest service tasks Not Resolved Displays not resolved maintenance guest service tasks Raty ll All Displays all maintenance guest service tasks regardless of priority Low Displays maintenance guest service tasks with the low priority Normal Displays maintenance guest service tasks with the normal priority High Displays maintenance guest service tasks with the high priority How to save default settings 1 Click the ROOMS MANAGEMENT menu or the MEETING PLANNER menu and select MAINTENANCE 2 Click the MISCELLANEOUS menu and select GUEST SERVICE CENTER The Maintenance Guest Service dialog box is displayed all the NOT RESOLVED maintenance guest service records are listed by default 2 Complete the search criteria by typing information or selecting information from the drop down lists 3 Click to display a pop up menu Save Filter Load Default Filter 4 Select SAVE FILTER A confirmation message is displayed Maintenance Confirmation ex Do you want to save current filter settings as default 5 Select YES to save current filter settings as the default for the logged in user Entering a new maintenance guest service task 1 Click the ROOMS MANAGEMENT menu or the MEETING PLANNER menu and select MAINTENANCE 2 Cl
61. g period type the amount in the field corresponding to the day Note Clicking the large up and down arrows increases or decreases the number of rooms to overbook by for all days in the selected range 7 Click OK the Overbooking grid is updated with the overbooking amount specified Overbooking Overbooking by room type Fidelio Suite8 lets you select specific room types for overbooking To overbook specific room types 1 Select the ROOM radio button The room types are displayed in the overbooking grid 2 Click the RANGE button The Date Ranges dialog box is displayed 3 Type the starting date for the overbooking period in the Start Date box or click the drop down arrow and select a date from the calendar 4 Type the end date of the overbooking period in the End Date field box or click the drop down arrow and select a date from the calendar 5 In the Rooms field click on the down arrow to open the drop down list and select the room types on which to set overbooking levels A check mark is added next to the selected room types 6 To assign a different overbooking amount for each day in the overbooking period type the amount in the field corresponding to the day 7 Click OK the Overbooking grid is updated with the overbooking amounts specified Setting both house and room type overbooking You can set both house overbooking and room type overbooking at the same time For example if you allow the hotel to be overbooked
62. he MISCELLANEOUS menu and select GUEST SERVICE CENTER 3 Select the maintenance guest service task required and click the SMS LOG button The SMS log screen is displayed e The upper part of the screen consists of search criteria e The lower part of the screen displays the search results in grid format R 5M5 Log Phone Sent Clear Draft Shaw all From o l To tis i OE tals Successfully Failed 3 Complete the search criteria and click the SEARCH button All SMS s meeting the search criteria entered are displayed Maintenance Sent Successfully Failed C e es a ea e EE 0303904760 16 08 11 5 41 23 PM No 4 Select the required SMS and click the DETAILS button to display the SMS Report screen Fog Ex Task 1513 Place 111 Age 0 day 1 hour 32 minute 22 second Can someone please come to my room 111 and check the Internet access The SMS was not sent Number of attempts 0 5 Click SEND AGAIN to re send the SMS or click CANCEL to exit the SMS report screen 6 Click CLOSE to exit the SMS log SMS Log search criteria Fill in this field With this information The phone number to which the SMS was sent C Select a date from the calendar from which to list log entries To o Select a date from the calendar until which to list log entries Successfully Select this option to view SMS s which were sent successfully Maintenance 99 100 Fill in this field With this information
63. he programs including any operating system integrated software any programs installed on the hardware and or documentation shall be subject to license terms and license restrictions applicable to the programs No other rights are granted to the U S Government This software or hardware is developed for general use in a variety of information management applications It is not developed or intended for use in any inherently dangerous applications including applications that may create a risk of personal injury If you use this software or hardware in dangerous applications then you shall be responsible to take all appropriate fail safe backup redundancy and other measures to ensure its safe use Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications Oracle and Java are registered trademarks of Oracle and or its affiliates Other names may be trademarks of their respective owners Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International Inc AMD Opteron the AMD logo and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices UNIX is a registered trademark of The Open Group This software or hardware and documentation may provide access to or information on content products
64. he room out of order If a room is assigned to a reservation which has a maintenance guest service record an indicator on the edit reservation screen shows MAINTENANCE the maintenance guest service record can be accessed by clicking the maintenance indicator When a new maintenance guest service task is entered the appropriate employee can be chosen from the list of SKILLED employees and assigned as the responsible employee If the employee has a mobile phone or email defined on their user profile then SMS and email notifications can be sent to the employee to advise or remind them of the task as per the setup for this maintenance guest service task type The guest profile can be access directly from the task HTML display for guest originated maintenance guest service tasks where the guest is still in house Automatic maintenance guest service tasks can be created upon certain conditions see Automatic Trace Maintenance Guest Service Tasks The maintenance guest service selection criteria can be stored per user and the filter automatically loaded when the user accesses the maintenance guest service search screen the default filter can be loaded as and when required Attributes can be attached to maintenance guest service tasks Additional details may be provided by linking a picture to a task either by scanning an image or by selecting an existing picture If a picture is linked to a maintenance task then when editing the maintenance task the pi
65. here is a summary of rooms and credits for each attendant How to print the attendants report 1 In the Attendants screen click the PRINT button 2 The Printing Records dialog box appears indicating that the report is being printed 3 To cancel the report click the CANCEL PRINTING button How to save the attendants report The room assignment report can be saved so that it can be reprinted without having to be recalculated Attendants 67 1 In the Attendants screen click SAVE the save plan confirmation appears Information Room Attendant plan saved 2 Click OK 3 Ifa room attendant plan has been previously saved today then you are asked if you should delete the existing plan Confirmation Plan already exists for this day Do you want to delete existing plan Ne 4 Click YES to delete the existing plan the new plan is saved How to load a saved attendants report In the Attendants screen click LOAD to display the previously saved plan Note Only a plan which was saved today can be loaded it is not possible to load a plan from a previous day The report to be used for the room attendants is defined via the option DEFAULT REPORT FOR ATTENDANTS under Setup Configuration Global Settings Reports Reports 1 tab The default number of copies to be printed is defined in the report setup under the option Miscellaneous Reports The report printed when the calculation is
66. ick YES to update the room status with the defined return status or NO to keep the current status The deleted out of order block disappears from the Out of Order Rooms list Out of Order 49 4 Room History Room History is helpful in tracing the occupants of a room which is damaged or in which a lost article is found The Room History tool lets you view a list of guests who used a particular room You can also display profile data about the guests who occupied the room Display room history To display the history of a room 1 Click the ROOMS MANAGEMENT menu and select ROOM HISTORY The Reservation dialog box is displayed defaulted to the ALL tab with the SELECTION criteria History selected 2 In the ROOM NO box type the room number whose history you want to view 3 Click SEARCH to display a list of all the guests who have stayed in the specified room Note To limit the search by departure date select DEPARTURE from the Adv Ory box and the required operator from the Operator box e g FROM then type the date and click SEARCH to display a list of guests from the date specified Viewing guest history Fidelio Suite8 lets you view reservation history details of selected guests who occupied a particular room This information is view only and cannot be modified To view a guest s history details 1 Click the ROOMS MANAGEMENT menu and select ROOM HISTORY The Reservation dialog box appears defaulted to the all tab with
67. ick the MISCELLANEOUS menu and select GUEST SERVICE CENTER 3 Click NEW to enter a new maintenance guest service task Maintenance 17 78 Notes History Responsible Employee Requesting Employee Estimated Duration Due Date 12 08 2013 06 55 27 Date Time resolved sai Status Level Not yet started orn Pouse SSSOS S S Maintenance Locality Type Locality Type Group a 8 Sieicetci aan 7 vl Responsible Department K o Priority Notes Responsible Employee Requesting Employee Estimated Duration Due Date ae Ae Date Time resolved Status Level Or igi Not yet started hd Housekeeping v Q Cancel Arci Resolve Now 3 In the LOCALITY TYPE box click the drop down arrow and select the location type Room Function Space Location or Public Place 4 In the LOCALITY box click the drop down arrow and select the location of the maintenance guest service task 5 In the DESCRIPTION box click the drop down arrow and select the description The descriptions are dependant on the locality selected Maintenance 79 SS 10 11 12 13 14 15 16 17 80 In the TYPE box click the drop down arrow and select the type of maintenance guest service task If the number of minutes needed to complete this task have been defined then the DUE DATE and time are automatically completed In the NOTES box enter a
68. idelio Suite8 lets you view assigned and unassigned rooms You can record whether a room is assigned change the reasons for its assignment or remove a room assignment You can also list rooms according to assignment criteria Access room assignment 1 Click the ROOMS MANAGEMENT menu and select HOUSEKEEPING the Housekeeping dialog box appears 2 Click the ROOM ASSIGNMENT tab the Room Assignment dialog box appears Housekeeping Room Assignment Discrepant Rooms Attendants Room Type Status Features Assignment Show 101 SR cL BTH VIP Treatment 102 DR CL BTH Showing room to Guests 108 DR CL Showing room to Guests Room No s 109 DR CL Showing room to Guests 110 DR CL Showing room to Guests Refreshtist 200 SR CL BTH Showing room to Guests 201 SR CL BTH Showing room to Guests 202 SR CL Showing room to Guests unassign A Assign Change Assignment Group Assignment List rooms according to assignment criteria 1 Click the ROOM ASSIGNMENT tab the Room Assignment dialog box appears 2 In the SHOW list click ASSIGNED UNASSIGNED or ALL ROOMS A list of rooms appears according to the selected criteria View a particular room 1 Click the ROOM ASSIGNMENT tab the Room Assignment dialog box appears 2 In the Room No s box type the number of the room you want to view 3 Click REFRESH LIST the room or rooms are displayed in the grid Note You can enter several rooms separated by a spac
69. ification and password Logging into Fidelio Suites 1 From the desktop click the Fidelio Suite8 icon The Suite8 Splash screen is displayed for several seconds with the Payment Application Data Security Standard PA DSS disclaimer micros Fidelio Suite amp This application is intended to be used to establish a connection between a certain MICROS Systems Inc MICROS product and certain third party products not developed by or controlled by MICROS Non MICROS Products These Non MICROS Products may or may not be compliant with the Payment Card Industry Payment Application Data Security Standard PA DSS MICROS stronghy recommends that all merchants who are connecting any MICROS payment processing products to any Non MICROS Products ensure thet both the MICROS and Non MICROS products are PA DSS compliant The Fidelio Suite8 Login screen is then displayed Introduction 7 MICROS Fidelio Surte Login Fidelio Suite amp 2 Enter your user identification case sensitive in the LOGIN NAME box 3 Tab to the PASSWORD box and enter your password case sensitive 4 Click LOGIN the Suite8 main menu screen is displayed You are now logged into the system Note If one of the following tables WMLG WLOG ZPOS WDAT SHIS SRPD WRPD has no indices or a missing index an alert is displayed when starting Fidelio Suite8 with a message to contact support It could happen that a table has no indices in the event th
70. is displayed in Out of Order Rooms list Modifying out of order records To modify an existing record 1 Click the ROOMS MANAGEMENT menu and select OUT OF ORDER The Out of Order Rooms dialog box is displayed Out of Order 47 48 Sa ES amp a Select a date range for the display and click the REFRESH button Select the room whose out of order block you want to modify Click EDIT the Out of Order Room dialog box is displayed Edit the out of order block settings Click SAVE to save changes The edited record appears in the rooms list in the Out of Order Rooms dialog box Note You cannot edit the actual room number Deleting out of order records To delete an out of order block 1 2 Click the ROOMS MANAGEMENT menu and select OUT OF ORDER In the Out of Order Rooms dialog box select the room whose out of order block you want to delete Click the DELETE button the Delete Out of Order Rooms dialog box appears R Delete Out of Order Rooms iil TI Clear Fields With the following conditions Date Range 12 09 2011 to 03 10 2011 Status Out Of Order Reason Housekeeping Return Status Inspected To delete several rooms click the drop down arrow and mark the additional rooms to be deleted Click DELETE to delete the out of order block A message is displayed Do you want to update current housekeeping status with defined return status Confirmation Out of Order 4 Cl
71. ist of available in the panel on the upper right hand side and click the BCC button Click the SELECT ALL button and then the BCC button to select all the available email addresses 9 Enter the topic of the email in the SUBJECT box 10 Click ADD the Attach documents dialog box is displayed Maintenance 93 Document Groups DOCUMENTS Allowed Directories C Fidelio Docume Document Name Bus Cards 11 In the DOCUMENT GROUPS list select the document group required 12 In the ALLOWED DIRECTORIES list select the allowed directory required 13 Click BROWSE to display the list of documents 14 Select the required document and click OPEN the Document Name field is filled Document Groups DOCUMENTS Allowed Directories C Fidelio Documents Document Name C Fidelio Documents Document docx 15 To attach the document click ATTACH the document is shown as a linked attachment on the email report dialog box 94 Maintenance Ea Email Report Email Addresses Sender info micros com F Select All To hotel 1 pms addmail int cc BCC Subject Send as Attachment ES Document docx Email Body Templa tes lt Default gt Default EMail Body EN ii Delete Body Format Text HTML Task 1843 Place 111 Age 0 day 1 hour 50 minute 25 second Task Can someone please come to my room 111 and check the Internet access 16 In the BODY box make sure that all the entered information is correct an
72. l Rooms assigned Expected Departures Actual Departures Day Rooms Walk Ins same Day Reservations Room Moves to perform Early Departures Current Occupancy Add Children to Pax E Indude day use reservations Hotel segment Time to next Update 298 ier 0 0 1 0 2 0 0 0 E ol amp amp Go ao amp amp amp amp see San Housekeeping Occupied Vacant Clean Rooms F ii 116 Dirty Rooms 9 1 Total 20 Out of Order Out of Service Rooms in Queue End of Day Average Room Rate gross Average Room Rate net Available Tonight Allotments Groups Group and Allotment Individuals In House Tonight V End of Day Revenue Average Room Rev gross Average Room Rev net Note The blue arrow next to a field indicates a link to a corresponding screen Click the arrow to display additional information To recalculate the House Status screen From the House Status screen click the REFRESH button The House Status screen figures are updated in all categories and fields House Status 53 54 House Status screen total terms Tem Joes Total The total number of rooms in the property This is the number of Number of rooms the license is provided for Rooms Total Rooms The number of rooms available for sale to Sell Total number of rooms less all rooms marked with the status Deduct from availability This usually includes out of order rooms but may include othe
73. lect the SEND AS ATTACHMENT check box if the document should be sent as an attachment rather than in the body of the email To edit the document click the EDIT ATTACH button the document is generated and displayed on the screen Depending on the setup of your system either MS Word or the Fidelio Internal editor application will be used to display the document In the FORMAT box select the format for the attachment In the BODY box enter the text which should be included in the body of the email Click SEND the document is generated and the email sent Note Attachments sent in PDF format are automatically password protected so that no changes can be made to the original PDF How to email a maintenance guest service task with an attachment 1 Click the ROOMS MANAGEMENT menu or the MEETING PLANNER menu and select MAINTENANCE Click the MISCELLANEOUS menu and select GUEST SERVICE CENTER The Maintenance Guest Service dialog box is displayed all the NOT RESOLVED maintenance guest service records are listed by default Select the maintenance guest service task to be sent by email and click the PRINT button The Print Maintenance Task dialog box is displayed In the TEMPLATES box click the drop down arrow and select the template to be used In the LANGUAGE box click the drop down arrow and select the language if no language is selected the default language from the language configuration will be used Click EMAIL the document i
74. llocation of unassigned rooms to an attendant even if that attendant has already been allocated the maximum number of credits The maximum credits of an attendant automatically increase if more rooms are moved to the attendant than originally planned overbooking The display of an attendant will display 5 values Cap 220 200 Used 220 Rem O 20 Cap Displays the capacity of the attendant the first value is the actual credit and the second one is the original value from the beginning of the calculation Used Displays the used credits Rem Displays the remaining credits the first value is the available remaining credits and the second value is the number of overbooked credits Select the option AUTOMATICALLY REDUCE OVERBOOKING to automatically reduce the overbooking credits when credits are removed from an attendant Click the USE DEFINED ATTENDANTS option button In the TYPE box select the type of attendant group required Select the method of room assignment Attendants 10 Fill attendants to maxcredits each active attendant is assigned their defined number of credits until all rooms are assigned Balance all equally the total credits will be divided as equally as possible among the active attendants One attendant per section each active attendant is assigned all the rooms in a single section If clean rooms are to be included in the room assignment select the checkbox INCLUDE CLEAN ROOMS
75. lose All closes all open screens and dialog boxes Lock Station locks the workstation Logout closes all open screens and logs off Fidelio Suite8 Exit Application closes all open screens and exits the application Close All Click the WINDOWS menu and the option CLOSE ALL All open screens and dialog boxes are closed Lock Station Click the WINDOWS menu and the option LOCK STATION All open screens and dialog boxes are closed and the Login screen appears A new user can now login Logout Click the WINDOWS menu and the option LOGOUT All open screens and dialog boxes are closed and the Login screen appears A new user can now login To close the application completely click CANCEL Fidelio Suite8 is closed and the desktop appears Exit Click the WINDOWS menu and the option EXIT APPLICATION Application Fidelio Suite8 is closed and the desktop appears Lock Station the open screens and dialog boxes from the user who locked the station will not be closed if the parameter LEAVE OPENED SCREEN ON SWITCH USER is selected under Setup Configuration Global Settings Generic Generic 3 tab Introduction 27 2 Housekeeping The housekeeping option enables you to record and view the status of rooms for housekeeping purposes Status information includes data such as whether the rooms are clean or dirty occupied or vacant Fidelio Suite8 allows you to view and change the status of all rooms or selected rooms
76. m out of order Select YES to place the room out of order The out of order dialog box is automatically displayed when confirming the out of order message see setting a room status to OOO or OOS Maintenance K J O 3 Q gt O aD G Cc M V WY O x lt O 4 Y V N Q Q Q tQ o Q x lt Locality Type Select the location type of the maintenance task Room Function Space Location Public Place Locality The locality selection is dependant on the locality type selected Rooms choose a room number from the list of available rooms Function Space choose a function space from the list of available function spaces Location choose from a list of defined locations Public Place a place is not required to be selected Type Defines the maintenance guest service issue select a type from the list of defined maintenance guest service types Group The group that the maintenance task belongs to such as electrical plumbing or general maintenance Responsible The department responsible for the maintenance task Department Notes Additional description about the defect can be entered in this box Resolve Note Details can be entered describing how the maintenance issue was resolved Responsible Select the responsible employee from the profile search screen Employee Requesting Select the requesting employee from the profile search screen Employee Estimated Enter the e
77. made the change The keeping of Maintenance Guest Service notes in history is controlled by the parameter KEEP MAINTENANCE NOTES under Setup Configuration Global Settings Generic Hotel Maintenance Guest Service Center 7 tab If activated then the notes cannot be updated or deleted Linking a picture to a task Additional details may be provided by linking a picture to a task either by scanning an image or by selecting an existing picture The following options are available Scan to scan an image Maintenance 83 84 Linked Pic to select from already linked pictures Browse to select an image from a directory A picture can also be linked from Windows Explorer using drag and drop functionality If a picture is linked to a maintenance task then when editing the maintenance task the picture is quickly accessible via the Pictures tab Maintenance Pictures How to link a picture 1 Click the ROOMS MANAGEMENT menu or the MEETING PLANNER menu and select MAINTENANCE Click the MISCELLANEOUS menu and select GUEST SERVICE CENTER Select the task to which a picture is to be linked Click LINK PICTURES the Task Pictures dialog box is displayed Save Delete lv Preview To link a picture via DRAG amp DROP Drag the file from Windows Explorer to the Task Pictures dialog box To link a picture via LINKED PIC or BROWSE Click NEW to display the Task Image dialog box Maintenance
78. me Aceti Ralph Mr 2 Room Nights 211 i Q Reservations as Guest VIP Code VIP 1 Adult Nights 19 Bi Block Reservations Address 534 N Tallyrand Street Stays 2 8 Group Reservations 76206 Wichita TX Revenue 1859 05 EUR Bookings Communication POS Revenue 8 E e History as Guest Mobile Private 0670 321 4569 2 E e History as Multiguest Email Business Directraceti worldwide com Next Reservations HTML View Mobile Business 0770 897 4561 2985 10 04 2012 DR Direct Email Private raceti aol com Email Business DirectCompany worldwide com Linked Companies 38 Germany 9 Linked Contacts Colleague Manser Neil MR Notes BIL Always fax and phone charges to a separate invoice a c AVAYA 3 The query results are shown in grid format in the middle section of the screen and the tree and HTML formats are shown in the lower section of the screen 14 Introduction ll Aceti H E Profile Details Guest Recognition Statistics a esd Name Aceti Ralph Mr Room Nights 211 E ee VIP Code VIP 1 Adult Nights 19 Q Block Reservations Address 534 N Tallyrand Street Stays 2 oll Group Reservations 76206 Wichita TX Revenue 1859 05 EUR Bookings Communication POS Revenue 8 Q History as Guest Mobile Private 0670 321 4569 a E A History as Multiguest Email Business Directraceti worldwide com Next Reservations MQ HTML View Mobile Business 0770 897 4561 2985 10 04 2012 DR Direct Email Private raceti aol com Email
79. n field The text that was entered in subject of the email The email address to which the email was sent Select this option to include or exclude draft emails in the search Sat Set by default to today s date but can be changed as required To Set by default to one week later than today s date but can be changed as required Successfully Select this option to view emails which were sent successfully Select this option to view emails which were not sent successfully User Log This option may be used to view the changes made to a maintenance guest service record and is accessible via the Maintenance Guest Service Center search screen and the Maintenance Guest Service Edit dialog box How to display the user log 1 Click the ROOMS MANAGEMENT menu or the MEETING PLANNER menu and select MAINTENANCE 2 Click the MISCELLANEOUS menu and select GUEST SERVICE CENTER 3 Select the maintenance guest service task required and click the USER LOG button The User Log is displayed split into 2 sections e The upper section displays the name of the user log e The lower section displayed information about the changes to this maintenance guest service task Maintenance 101 Workstation 11 12 2012 13 16 19 Created with ID 2098 for Supervisor Demonstration Demonstration Supervisor DE B NB 12 005 09 12 2012 09 41 23 Added Date Completed 9 17 2012 Demonstration Supervisor MF ORACLES 09 12 2012 09 41 23 Start Date changed from 9 19
80. n attendant name in the attendant listing How to add a note to multiple attendants 1 Click the ROOMS MANAGEMENT menu and select ATTENDANTS 2 Assign the rooms by either specifying the number of available attendants or by using the active pre defined attendants list 3 Click CALCULATE the attendant listing is displayed with as near as possible the same number of credits assigned to each active attendant 4 Click the ATTENDANT NOTES button the Edit Attendant Notes screen is displayed with a list of the attendant names R Edit Attendant Notes 1 Select Attendants 2 Enter Note Here Mary Teresa Sonia Paula Julie John Assign Note Maria Farez Christianne Suzanne T Clear Notes 5 In the SELECT ATTENDANTS column select the attendant or attendants to which the note applies Multiple attendants can be selected from the list using the Ctrl button and left mouse click 6 In the ENTER NOTE HERE column enter the note click the ASSIGN NOTE button Attendant names with a note assigned are displayed in green 7 Click OK to close the Edit Attendant Notes screen Attendants 65 66 How to add edit a note to a single attendant 1 2 7 Click the ROOMS MANAGEMENT menu and select ATTENDANTS Assign the rooms by either specifying the number of available attendants or by using the active pre defined attendants list Click CALCULATE the attendant listing is displayed with as near as po
81. ntenance guest service task to be printed and click the PRINT button The Print Maintenance Task dialog box is displayed R Print Maintenance Task lo Sarr m Templates aR Language s EMail In the TEMPLATES box click the drop down arrow and select the template to be used In the LANGUAGE box click the drop down arrow and select the language if no language is selected the default language from the language configuration will be used Click PRINT the maintenance guest service task is displayed in preview mode Click the print button to print the maintenance guest service task or click the close dialog button J to return to the maintenance guest service screen How to email a maintenance guest service task 1 Click the ROOMS MANAGEMENT menu or the MEETING PLANNER menu and select MAINTENANCE Click the MISCELLANEOUS menu and select GUEST SERVICE CENTER The Maintenance Guest Service dialog box is displayed all the NOT RESOLVED maintenance guest service records are listed by default Select the maintenance guest service task to be sent by email and click the PRINT button The Print Maintenance Task dialog box is displayed In the TEMPLATES box click the drop down arrow and select the template to be used In the LANGUAGE box click the drop down arrow and select the language if no language is selected the default language from the language configuration will be used Click EMAIL the document is
82. oom 1 2 3 4 Select a search name from the search definitions list Click SEARCH Highlight a room in the grid Double click to change the status to the next available room status or Click the right mouse button and select a status from the list of defined statuses or Select the new status from the Change Status box The status is changed Change the status of multiple rooms via the grid aS S YS Select a search name from the search definitions list Click SEARCH Mark the rooms for which you want to change the status Click the right mouse button and select a status from the list of defined statuses The selected rooms statuses are changed in the room grid Change the status of multiple rooms via the quick action button 1 34 In the Housekeeping dialog box click the QUICK ACTION button the Quick Action dialog box appears Bi Quick Action Room Nofs a anal 4 gt Close Housekeeping 2 In the Room No s box type the room numbers for which you want to change the status or click the drop down arrow and mark the rooms required You can change the status of several rooms by separating them with a comma or a space or Select to enter a range of rooms and enter the room number from which the range should start and the room number where the range should finish or Select a SECTION from the list of available sections 3 Select the required CHANGE TO STATUS from the drop down list 4
83. ooms Date From 16 08 20 11 To 16 09 2011 Lock From Sell Statu Reason Remarks 12 09 11 03 10 11 i HSK Housekeeping 12 09 11 03 10 11 HSK Housekeeping 12 09 11 03 10 11 HSK Housekeeping Click CLOSE to close the out of order dialog box Printing housekeeping search results The housekeeping search results can be printed by running the required search definition and then pressing the print button How to print the housekeeping search results report 1 2 4 J 6 In the Housekeeping dialog box click the HOUSEKEEPING tab In the listing on the left side of the Housekeeping page click the required search definition Click SEARCH all rooms meeting the search definition are listed in the display window to the right Click the PRINT button The Printing Records dialog box appears indicating that the report is being printed To cancel the report click the CANCEL PRINTING button The report to be used for printing the search results is defined via the option DEFAULT REPORT FOR HOUSEKEEPING SCREEN under Setup Configuration Global Settings Reports The default number of copies to be printed is defined in the report setup under the option Miscellaneous Reports The report FCR_PMS_ 4415 HSK ROOMS _PER_SEARCH rpt is now part of the standard reports and has to be implemented in the housekeeping section of the reports before it can be selected Housekeeping 39 40 Room Assignment F
84. or Kiosk check in Key Points Rooms available via the kiosk are assigned per date Drag amp drop functionality can be used to add rooms to the ASSIGNED ROOMS list from the AVAILABLE ROOMS list If specific rooms are assigned then only the rooms listed as assigned may be used by the kiosk for a check in or walk in reservation If no specific rooms are assigned then all rooms are available via the kiosk If the option ONLY THESE ROOMS is selected then no additional rooms will be taken from the available rooms after all the assigned rooms have been used The kiosk can be marked as out of order by selecting the option KIOSK Is OUT OF ORDER on the Kiosk State tab Note If the kiosk is defined as out of order then the Suite8 Kiosk prompts the message The Kiosk is currently Out of Order Please contact the reception fs Suite8 Kiosk Room Assigment Config gt o eE Room Management Kiosk State PA x Date 18 12 2013 v Available rooms Assigned rooms Only these rooms M Refresh u 100 Single Room Single Room 101 Single Room Single Room Down 102 Single Room Double Room 103 Single Room Single Room a 104 Single Room Single Room 7 105 Double Room Double Room 106 Double Room Double Room 107 Double Room Double Room 108 Double Room Double Room 109 Double Room Double Room 110 Double Room Double Room 111 Double Room Double Room 112 Double Room Double Room 113 Double Room Double Room 114 Double Room D
85. ouble Room 115 Double Room Double Room 116 Twin Twin Room 117 Twin Twin Room 118 Twin Twin Room 119 Twin Twin Room 120 Twin Twin Room 200 Single Room Single Room 201 Single Room Single Room 202 Single Room Single Room 203 Twin Twin Room 204 Twin Twin Room 205 Twin Twin Room 206 Twin Twin Room 207 Twin Twin Room 208 Twin Twin Room 209 Twin Twin Room 210 Twin Twin Room 211 Twin Twin Room 212 Twin Twin Room L T 2 Close Thetis Tete Naam Kiosk Room Management 105 106 Kiosk State Tab Fal Suite Kiosk Room Assigment Config lo Room Management Kiosk State re OK Kiosk is Out of Order E Suite8 Kiosk functionality is controlled by the license SUITE 8 KIOSK and in addition requires that the license SUITE 8 HOMEPAGE is also active Both licenses are located under Setup Miscellaneous License V8 Sublicenses Software Interfaces Kiosk interface functionality is controlled by the license KIOSK INTERFACE under Setup Miscellaneous License V8 Sublicenses Software Interfaces Kiosk Room Management Index A Accelerator KOYS s1cccccccssecseecsesseeeseeens 9 Attendants oshsrescasGeixibarhreishiiiiscehstoes 59 adding a new attendant 000006 64 allocating room assignments 61 assigning rooms using the pre defined attendants HIST cccceccseecceeeceeceeeeeees 62 printing the attendant assignments 67 B Blue drill down ALOW c1ccceeeseeenneees 1
86. ouse and today s expected reservations divided by the expected number of rooms in house tonight Average Room The forecasted net average room rate Rate net Total net room revenue for in house and today s expected reservations divided by the expected number of rooms in house tonight Available The number of rooms that will be available for sale that night Tonight Allotments Room The number of rooms that are occupied by individual reservations with a block code attached House Status 55 ream pema SSCS Pax The number of persons that are occupying rooms and have an individual reservation with a block code attached Note Block Reservation functionality requires an additional license code Room The number of rooms that were entered using the group reservation option but are not attached to a block Pax The number of persons that were entered using the group reservation option but are not attached to a block Group and Room The number of rooms that were entered using the group allotment reservation option and are attached to a block Pax The number of persons that were entered using the group reservation option and are attached to a block Note Block Reservation functionality requires an additional license code Individuals Room The number of rooms that are occupied by individuals who are not part of a block or a group Pax The number of individual persons that are occupying rooms and do not belong to a blo
87. r statuses For more details see the Version 8 Setup Manual House Status screen movement terms Expected number of rooms pax children that are due to arrive that peye Actual Actual Arrivals The number of The number of rooms pax children that arrived that day that arrived that day Arrival Rooms The number of rooms pax children that are due to arrive that day Assigned that have room numbers assigned to them Expected E number of rooms pax children that are due to depart that Departures Actual The number of rooms pax children that have departed that day Departures Day Rooms The number of rooms occupied and the number of pax and children that occupied rooms during the day that did not stay overnight Walk Ins The number of rooms pax children that did not have prior reservations walked into the hotel and were checked in via the walk in button on the reservation navigator Same Day The number of rooms pax children that checked in and made the Reservations reservation the same day Room moves to The number of rooms pax children which are scheduled for a perform room move Early The number of rooms pax children that departed earlier than Departures expected Current The number of rooms occupied and the number of pax and Occupancy children occupying rooms at this moment The of rooms occupied at this moment Note To display total persons pax and children click the option ADD CHILDREN TO PAX the pax column then displa
88. r with the use of the calendar To type a new date 1 Place the cursor in the Date box 2 Type the new date in the Date box in the defined format including separators 3 Press the Tab key the date is changed To change a date using the calendar 1 Click the drop down arrow T next to the Date box The calendar appears Introduction 12 04 2012 4 January 2013 d MTWTF 5 1i 2 3456 7 8 9 10 11 12 13 i4 15 16 17 18 19 20 21 22 25 24 25 25 237 28 29 30 31 Today None 2 Change the month to a previous month or future month by clicking the horizontal arrows located on the top of the calendar or by pressing the Ctrl Page Up or Ctrl Page Down key 3 Place the cursor on the date and click the left mouse button or move the keyboard arrow keys to locate the date and press Enter the date is changed Customising Fidelio Suite8 Grids Many of the grids in Fidelio Suite8 may be customized according to the needs of the property The customization options available are DISPLAY FIELD NAMES displays a list if the grid column names with their field name and type CUSTOMIZE opens the customize dialog box so that columns on the grid can be added changed or removed RESTORE DEFAULTS applies the default settings for this grid SHOW DEFAULTS applies the default settings to the current grid view however any customized settings are used the next time the grid is displayed Select PRINT to print or expo
89. red email addresses from the list of available in the panel on the upper right hand side and click the BCC button Click the SELECT ALL button and then the BCC button to select all the available email addresses Enter the topic of the email in the SUBJECT box In the BODY box make sure that all the entered information is correct any necessary changes can be made at this time Click SEND the document is generated and the email sent Maintenance How to email a maintenance guest service task as an attachment 1 Click the ROOMS MANAGEMENT menu or the MEETING PLANNER menu and select MAINTENANCE 2 Click the MISCELLANEOUS menu and select GUEST SERVICE CENTER The Maintenance Guest Service dialog box is displayed all the NOT RESOLVED maintenance guest service records are listed by default 2 Select the maintenance guest service task to be sent by email and click the PRINT button The Print Maintenance Task dialog box is displayed 3 In the TEMPLATES box click the drop down arrow and select the template to be used 4 In the LANGUAGE box click the drop down arrow and select the language if no language is selected the default language from the language configuration will be used 5 Click EMAIL the document is generated and the Email Report dialog box displayed Ef Email Report Sender hotel 1 pms addmail int To hotel 1 pms addmail int cc BCC Subject E Send as Attachment ro cc BCE Attachments Paa PE
90. rrent search is displayed in the status bar Maintenance z Tiss o Q search Date from 19 11 2012 in si Di Q search C All Date from 19 11 2012 a Locality Type 7 Resp Employee Resolved Clear o Locality Req Employee Ke Not Resolved Priority Type 7 Status Level G Al Flee Group Notes Normal High Resp Department X Task ID Time to next update 253 ld Resp Employee Type Code Status Level Description 2 New Normal 23 11 2012 16 22 28 Demonstratio HSK Housekeeping Request Not yet started Room 102 eat Normal 23 11 2012 16 09 15 Demonstratio HSK Housekeeping Request In Progress Room 102 5a Normal 20 11 2012 15 45 37 Arpia Escolo CAR Carpet Cleaning External Resource neeeded 31 01 2013 15 45 00 11 days 02 23 41 Public Place Guest Toilette i Delete Normal 20 11 2012 15 45 37 _Arpia Escolo CAR Carpet Cleaning In Progress Public Place Restaurant Fideli Low F T g 20 1 1 20 12 15 45 37 Arpia Escolo CAR i ast Cleaning ee _ Not yet started y p T a __ Public Place Outside the Hotel Normal 19 11 2012 Arpia Escolo Jow o Open Windows for Fresh Air Not yet started ji vi Function Sp Wintergarden N v Resolve Now Print E Mail Log Z SMS Log mT p a User Log Locality Public Place Guest Toilette Priority Entered on Est Dur Due In E Department General Normal 20 11 2012 15 45 37 0 11 day 2 ho
91. rs to the uppermost level Introduction Refresh the HTML View gt Click the refresh icon View information in HTML format In this example we will display information in HTML format on the profile screen 1 Click the CUSTOMER RELATION menu and select PROFILES to display the customer profile screen This main customer profile screen is called the Navigator and is divided into 3 distinct areas Query basic and advance profile search criteria Query Results the results of the query shown in a grid format Tree Listing and HTML Page A tree listing of all the details associated with this profile including address communications links reservations or history m A freely definable HTML display which by default has a big format where the details are displayed in a non grid style format or a list format The HTML display can be printed by using the right mouse click 2 Enter the name to search for in the NAME box and click SEARCH Customer Profiles e E oC ie E kasaen 5 Exd Sub Companies V PMS Name ace Full Search Bides zi Show Family Members 7 CoM Active Only A City Clear V Active Adv Qry X X 7 I inactive Q 3rd P Look New Profile Aceti Ralph Aceti 534N Tallyrand Street Wichita USA 0670 321 4569 FA Edit Profile Corresp amp Options B Duplicates Options 2 4 Ww b ii Big List E Aceti a Profile Details Guest Recognition Statistics i Na
92. rt the existing grid layout the possible export formats are ASCII File CSV Format HTML Document or an Excel Document Note The print or export function should be used before changes to the grid will be saved How to display field names 1 Place the cursor in the grid and right click to display the short cut menu Select all Select none Invert selection Display field names Customize Restore Defaults Show Defaults Print 2 Select DISPLAY FIELD NAMES Introduction 17 A list of the column names with their field name and field type is listed He Fidelio Suite 8 Name Name TapColumn TStringField No of rooms ydet_noofrooms TgpColumn THloatField Arrival yres_exparrtime TgpColumn TDateTimeField Departure yres_expdeptime TagpColumn TDateTimeField YRES_ID TapColumn THloatField Type Status TgpColumn TStringField Res Status ResStatus TgpColumn TStringField Suite room suite_yrms_shortdesc TgpColumn TStringField Room no yrms_shortdesc TgpColumn TStringField Room type yoat_shortdesc TgpColumn TStringField Option yres_option TapColumn TDateField Agent Agent TapColumn TStringField Company Company TapColumn TStringField Source Source TgpColumn TStringField Share Share TgpColumn TStringField Group Name yorp_name TgpColumn TStringField Block Code yblh_shortdesc TgpColumn TStringField CRS Reservation Nr yr
93. s User Log Room View Room Discrepancies 1 Click the ROOMS MANAGEMENT menu and select HOUSEKEEPING the Housekeeping dialog box appears 2 Click the DISCREPANT ROOMS tab the Discrepant Rooms dialog box is displayed 3 In the Discrepancy box select a viewing option Sleeps only Skips only All discrepant rooms or All rooms 4 To view all discrepant rooms skips and sleeps select All Discrepant Rooms 5 To select a room in the list for viewing click the room What ts a Skip Sleep or Discrepant Room SLEEPS rooms that are reported to be occupied by the housekeeping personnel but are listed as vacant by Fidelio Suite SKIPS rooms that are reported to be vacant by the housekeeping personnel but are listed as occupied by Fidelio Suites DISCREPANT rooms that show a discrepancy type of skip or sleep Clearing Room Discrepancies Room Discrepancies may be cleared manually or via the interface How to clear room discrepancies If the room has the status skip meaning that the housekeeping personnel reports that it is vacant clear the discrepancy status by either checking the guest out or changing the housekeeping status to Clear via the CHANGE HSK STATUS box If the room has the status sleep meaning that the housekeeping personnel reports that it is occupied clear the discrepancy status by either checking the guest in to that room or changing the housekeeping status to CLear via the CHANGE HSK
94. s generated and the Email Report dialog box displayed Maintenance R Email Report Email Addresses Sender hotel 1 pms addmail int E Select All GEC To hotel 1 pms addmail int cc BCC Subject Ce e nce E Send as Attachment Attachment add Email Body Templates Oaa lt Default gt Default EMail Body EN i Delete B Delete Delete Body Format Text HTML Task 1843 Place 111 Age 0 day 1 hour 35 minute 10 second Task Can someone please come to my room 111 and check the Ini 6 The TO box is automatically completed with the email address from the profile this can be changed by clicking the drop down arrow and selecting the email address to which this email should be sent or by selecting the required email addresses from the list of available in the panel on the upper right hand side and clicking the TO button Click the SELECT ALL button and then the TO button to select all the available email addresses 7 In the CC box click the drop down arrow and select the email address which should be copied on this email or select the required email addresses from the list of available in the panel on the upper right hand side and click the CC button Click the SELECT ALL button and then the CC button to select all the available email addresses 8 In the BCC box click the drop down arrow and select the email address which should be blind copied on this email or select the required email addresses from the l
95. seal ee had tent Cae tats 26 Logging off Exiting Fidelio Suite8 and Locking the Station 27 2 HOUSE KCC T E A E E E R T 29 Viewine All Too Seerne aaa a T a N a T O aO Na O AONA 30 Fading a specc TOON assa E E 31 Sedi EDENTON acesas e A 31 Viewing rooms by search defion oein reier eE E E TT 31 Addin asear Midenin OIN ranee A eE AE ONEA EAN 32 Chanoine a searcher Ons ssn tccelcadsssee ena rE veal EE E 33 CHAN PING roon salus oseteposi in a iire an TE EE A E 34 Change Cust ei VCC eheslistteasnaaursteMedaoncerousasbtvaradumialdcaideguamnapaisastinaasinseatieMensuemeiads 35 VIEWS POO morna etei dudes sumer e a 36 Viewing maintenance guest Service tasks 0 eee eeseeeeesneeceseeecesaeecesaeeceseeeeesaeesesaeens 36 View ine NOUSEKEEPING SlANSHCS 6 aielatidiad alata ieee Attala atetiganet 37 View ine outo order morma oema E SA 38 Prmtng housekeeping search resul Ssssimneyi nrin e r a e aE O ORO ONON a 39 ROOTA SIENEN ane a a ot sesh dente O N 40 ASSL nDe a TOO eaaa na esti d desk Meo tnatutardiussne sntvsntaaladeaise sun snocsudeatuceuseases 40 Remove G FOOMV ASSIS MENEIN acssataherstesiestanalbesstaauduosdenntessacssluathenstvesacsuductscesdasniest 41 Discrepant ROOMS satis cua alesis ns ns arth Mua lid Sea Seteccisdi aaa uiw tanec eaideistseisudeassnoutean eds 41 WICWHIN OID ISCE ED AINC 1 OS sass wie csr aero a anaes 42 Clearing Room DISCre Date 8 iscianisheascre eects staat Uae etalon ial nate lastedantntaialletigadeati 42 VIEW RORONOA ES Denn o
96. sekeeping Housekeeping Housekeeping Housekeeping Housekeeping Housekeeping Housekeeping Housekeeping Housekeeping Housekeeping Housekeeping document so it can be published on the World Wide Web and viewed with a browser The main areas where information can be viewed in HTML format are as follows Reservation Navigator Blocks Profiles Cashiering Tasks and Activities Introduction Events Conference Reservation The HTML display on the reservation navigator can be hidden so that the reservation grid is expanded Double click in the blue reservation header bar or right click and select deselect LOWER PART OF THE SCREEN from the short cut menu to view or hide the HTML display This setting is stored per user and remains until the next time it is changed Reservation rm yY Lower part of the screen Name First r r Expand the HTML tree y f Click the expand icon _ to show all available folders El B Profile Details I E Address i ha E Standard Address ik ae T E il m Z 26 04 2012 Res Rate Code changed AT n E 08 03 2012 Res Rate Code changed AT FI ia Notes HA E Biling Notes Peret ll Reservations as Guest a oD Block Reservations ae li Group Reservations 3 aN History as Guest 02 03 2012 14 54 09 O a Details i m Room Type i m Market Code Source Code Collapse the HTML tree Click the collapse icon ae to collapse all folde
97. ssage is displayed asking if you want to unresolve the task Maintenance 87 88 Confirmation Unresolve Task 3 Click YES If a resolve note was entered when this task was resolved then a message is displayed asking if you want to clear the resolve note Confirmation PR Do you want to clear Resolve Note 4 Click YES oF The task is now marked as not resolved a message is displayed asking you to check the status level as it has been set to the default 7 z gt Pe Information y i Status Level is set to default Please Check Status Level Click OK Deleting a maintenance guest service task i 2 3 4 Click the ROOMS MANAGEMENT menu or the MEETING PLANNER menu and select MAINTENANCE Click the MISCELLANEOUS menu and select GUEST SERVICE CENTER Select the task to be deleted Click DELETE the task is deleted Print Email SMS or Fax a maintenance guest service task This option may be used to print a maintenance guest service task the task can be faxed sent by SMS or sent via email or as an email attachment How to print a maintenance guest service task 1 Click the ROOMS MANAGEMENT menu or the MEETING PLANNER menu and select MAINTENANCE Maintenance Click the MISCELLANEOUS menu and select GUEST SERVICE CENTER The Maintenance Guest Service dialog box is displayed all the NOT RESOLVED maintenance guest service records are listed by default Select the mai
98. ssible the same number of credits assigned to each active attendant Right click on the attendant listing to display the short cut menu New Attendant Remove Attendant b Add Notes to Attendant Edit Reservation Select ADD NOTES TO ATTENDANT a listing of the attendant names is displayed Select the name of the attendant to which a note is being added or edited the Attendant Notes dialog box is displayed Ez Attendant Notes Please enter Notes DB cancel Enter the attendant note or edit an existing note and click OK How to delete notes from multiple attendants 1 2 3 6 7 Click the ROOMS MANAGEMENT menu and select ATTENDANTS Calculate and display the attendant listing Click the ATTENDANT NOTES button the Edit Attendant Notes screen is displayed with a list of the attendant names Attendant names with a note already assigned are displayed in green In the SELECT ATTENDANTS column select the required attendant or attendants Multiple attendants can be selected from the list using the Ctrl button and left mouse click Click the CLEAR NOTE button A confirmation message is displayed Click YES to remove the attendant note Click OK to close the Edit Attendant Notes screen How to delete an attendant note 1 ms Click the ROOMS MANAGEMENT menu and select ATTENDANTS Calculate and display the attendant listing Attendants 3 Right click on the attendant listing to display the shor
99. stimated number of minutes it is expected to take to Duration complete the task Due Date The date and time the task is due to be completed This is completed automatically if the number of minutes needed to complete the selected task has been defined in the configuration Entered The date and time the defect was entered Date Time The date and time the defect was resolved resolved Status Level The current status of this task for example not yet started in progress or completed Origin The origin of the task for example this could be guest generated or from a department within the hotel Guest The name of the guest if the origin of the task was guest generated Maintenance 81 82 Note Locations which have been set to inactive cannot be selected when entering a new maintenance guest service task however it is possible to search for these locations on the maintenance guest service dialog box Note Depending on the setting of the parameter REVERSE ORDER MAINTENANCE TYPE TREE IN SCREENS the order of the entry fields TYPE GROUP and RESPONSIBLE DEPARTMENT may be reversed Resolving a maintenance guest service task 1 a oS e N 7 Click the ROOMS MANAGEMENT menu or the MEETING PLANNER menu and select MAINTENANCE Click the MISCELLANEOUS menu and select GUEST SERVICE CENTER Select the task to be resolved Click RESOLVE NOW the task is now marked as resolved The STATUS LEVEL is automatically upda
100. t cut menu 4 Select ADD NOTES TO ATTENDANT a listing of the attendant names is displayed 5 Select the name of the required attendant the Attendant Notes dialog box is displayed 6 Clear the note text and click OK Editing a reservation How to edit a reservation from the attendant listing 1 Click the ROOMS MANAGEMENT menu and select ATTENDANTS 2 Assign the rooms by either specifying the number of available attendants or by using the active pre defined attendants list 3 Click CALCULATE the attendant listing is displayed with as near as possible the same number of credits assigned to each active attendant 4 Select the required rooms and right click on the attendant listing to display the short cut menu New Attendant Remove Attendant b Add Notes to Attendant d Edit Reservation 5 Select EDIT RESERVATION if multiple rooms were selected then a listing of reservation names is displayed 6 Select the name of the reservation to be edited The reservation edit screen is displayed the options available are according to the reservation status and user rights 7 Make any changes required and click OK or click CANCEL to close the reservation edit screen and return to the attendants listing Printing the Attendant Assignments The attendants report lists the room number room category status number of persons in the room guest name if still in house arrival and departure dates of guest and VIP code In addition t
101. tab To add fields to the Grid Customization dialog box the view V8_SYS_CUSTOMXCMSSEARCH has to be amended Example Adding the financial account long description to the profile navigator The view has to be changed as follows CREATE OR REPLACE FORCE VIEW v8_sys_customxcmssearch customxcmssearch_xcms_id zfac_longdesc AS SELECT xcms_id customxcmssearch_xcms_id select zfac_longdesc from zfac where zfac_actvalidfrom is not null and zfac_actvaliduntil is null and xcms xcms_id zfac zfac_xcms_id and rownum 1 zfac_longdesc from xcms The fields from the custom view are automatically added to the grid How to create a customised grid view for reservation search Users familiar with the Fidelio Suite8 table structure and fields can create a customised erid view for the reservation navigator Introduction This functionality is controlled by the parameter CUSTOM VIEW IN RES NAVIGATOR under Setup Configuration Global Settings Miscellaneous Search Screens 2 tab To add fields to the Grid Customization dialog box the view V8_SYS_CUSTOMXCMSSEARCH has to be amended Example Adding the housekeeping status to the reservation navigator The view has to be changed as follows CREATE OR REPLACE VIEW v8_sys_customressearch AS SELECT yres_id customressearch_yres_id yhks_shortdesc HSK_Status FROM yhks yrms ydet yres WHERE yhks_id yrms_yhks_id AND yrms_id ydet_yrms_id and yres_current_ydet_id ydet_id The fiel
102. ted 8 PA DSS Non Compliance Issues The following non compliance issues were found User Password Security Configuration Password expiry days of some users are set to more than 90 days Copy to Clipboard FG Close 2 Click CLOSE Once any non compliant issues have been fixed the PA DSS Compliance check must be run again 3 Click the HELP menu and select CHECK PA DSS COMPLIANCE Introduction 25 E3 PA DSS Non Compliance Issues The following non compliance issues were found G Copy to Clipboard 4 Ifno issues are listed then the Fidelio Suite8 installation can be deemed as PA DSS Compliant 5 Click CLOSE Security As of Version 8 9 5 1 all Fidelio Suite8 program deliveries are signed with a Suite8 Certificate This integrity validation of the executable s and DLL s has been implemented in order to prevent manipulation of the Fidelio Suite8 Program Deliveries gt FidelioCrypt dll Properties z3 Securty Details Previous Versions Signature list In the case that a file has been tampered with then an error message is displayed when Fidelio Suite8 is started 26 Introduction Hs Fidelio Suite 8 Your Program Version of fideliocrypt dll has been tampered with and it is not in its original format Please contact your support department G Copy to cipboard fa Save Logging off Exiting Fidelio Suite and Locking the Station The windows menu consists of the following options C
103. ted with the status level defined as FOR RESOLVE If it is mandatory to enter a resolve note then the Maintenance Resolve dialog box is displayed 3 Maintenance Resolve Status Level Completed Cancel The default resolve status level is selected automatically but may be changed as required Enter the resolve note Click OK Maintenance Notes Maintenance Guest service notes may be stored in history in order to keep a record of what has been changed in the maintenance guest service task If the functionality to keep notes in history is active then a note cannot be deleted and any changes are stored by date time and user Maintenance How to view maintenance notes 1 Click the ROOMS MANAGEMENT menu or the MEETING PLANNER menu and select MAINTENANCE 2 Click the MISCELLANEOUS menu and select GUEST SERVICE CENTER 3 Select the required task and then click the EDIT button 4 Update the note as required and then click OK Notes Note to maintenance task completed Note to housekeeping Once a note has been updated for the first time the NOTES HISTORY button is then active 5 Click EDIT and then click NOTES HISTORY to display the Maintenance Notes 3 Maintenance Notes 12 08 2013 07 07 07 Demonstration Supervisor 12 08 2013 07 08 07 Note to maintenance task completed Note to housekeeping 6 The original notes and all changes made to the note are listed with the time date and user who
104. tenance guest service tasks which have been configured as out of order can be selected Maintenance 4 Click OUT OF ORDER the out of order dialog box is displayed with the room number automatically completed R Out of Order Qut of Service Rooms rom w o S Clear Fields Date Range ERRAI amp 17 08 2011 Status Reason Return Status 4 Type the starting date for the out of order block in the DATE RANGE box or click the drop down arrow and select a date from the calendar 5 Type the end date in the TO box or click the drop down arrow and select a date from the calendar 6 In the STATUS box click on the down arrow to open the drop down list and select the room blocking status 7 In the REASON box click on the down arrow to open the drop down list and select the reason for blocking the room 8 In the REMARKS box you can enter relevant comments 9 In the RETURN STATUS box select the status to which you want the room to revert when the Out of Order status is removed 10 Click OK to save the out of order record The out of order record can be viewed via the option OUT OF ORDER on the ROOMS MANAGEMENT menu Marking a resolved maintenance guest service task as unresolved 1 Click the ROOMS MANAGEMENT menu or the MEETING PLANNER menu and select MAINTENANCE 2 Click the MISCELLANEOUS menu and select GUEST SERVICE CENTER 3 Select the task to be unresolved and click CLEAR RESOLVE A me
105. tendant ASS enmen S xcs seis teet cc E lea teint ite vain Relive fetes ceil TS 67 7 COVELDOOKING sisi daceccdscadee sd caatua ed cacaeanddeaadaaecacaeasecnadencedeaaancecaaaaecscaaaiecaunaaiecaanaaaecaanadte 69 Changing the dates on the overbooking SCreeN ee eee eeeneeeeneeeesneeeeeseeeessneesesaeeeaas 69 House OV Er DOOIKIING aisestavate antes onssouatdpercnasauhe E nea teeta tes 70 On erpooKine Dy LOOM ye tie sinsci a e vialetta talon ae tnletanehs aan 71 Setting both house and room type OverbDookKing eee ee eeseeesneeeeeseeeeeseeeeesaeeessaeeens 71 Deletine over bookine levels rarr RE scree wicket lavnor EEEE 71 Customisine Over booking Levels x t ssccissiotsiitaguondestuhes Souk E T E 72 8S IViaINtEN aN CC ier enseanincntsanin onsnanananoeaeeba tate tein teeta tials saiaiets Satsivels balaetsataetaiatesataaaees 73 Entering a new maintenance guest Service task oes eeeeeeseeecesneeceseeessseeseeseeesesaeeens 77 Resolving a maintenance guest Service tadskieoscorisiein iona enen E EEE 82 Mamtenanco Notes aproci nE NE waar ann Gn oe EEEE 82 Linkin a Picture 40a taskini eg E E ONTO OEO O OENES 83 Setune droom Status O OOO or OOrun nio na a a 86 Marking a resolved maintenance guest service task as unresolved ee eeeeeeeeeees 87 Deleting a maintenance guest Service taskaniraruiconiio ninn n R 88 Print Email SMS or Fax a maintenance guest service task eeeeeeeeeereerererereeee 88 SMOLO iaaa E N tdohi renee seti Adora teh seati sss 9
106. tendant even if that attendant has already been allocated the maximum number of credits The maximum credits of an attendant automatically increase if more rooms are moved to the attendant than originally planned overbooking The display of an attendant will display 5 values Cap 220 200 Used 220 Rem O 20 Cap Displays the capacity of the attendant the first value is the actual credit and the second one is the original value from the beginning of the calculation Used Displays the used credits Rem Displays the remaining credits the first value is the available remaining credits and the second value is the number of overbooked credits Select the option AUTOMATICALLY REDUCE OVERBOOKING to automatically reduce the overbooking credits when credits are removed from an attendant Select the method of room assignment Fill attendants to maxcredits each active attendant is assigned their defined number of credits until all rooms are assigned Balance all equally the total credits will be divided as equally as possible among the active attendants One attendant per section each active attendant is assigned all the rooms in a single section If clean rooms are to be included in the room assignment select the check box INCLUDE CLEAN ROOMS If only clean rooms which are assigned for arrivals are to be included in the room assignment then select the check box ONLY ASSIGNED FOR ARRIVALS 61 62 10 11
107. tes of the reservation occupying this Range room The name of the reservation due to arrive Indicates if room is being shared Amenity functionality is controlled by the parameter AMENITY FUNCTIONALITY under Setup Configuration Global Settings Reservation Reservation 2 tab Amenities are defined via the option AMENITIES under Setup Configuration Reservations Housekeeping amenity credit functionality requires that the department Housekeeping is assigned the role Housekeeping via the option RESPONSIBLE DEPARTMENTS under Setup Configuration Conference Management Attendants Allocating rooms assignments To allocate room assignments 1 2 Attendants Click the ROOMS MANAGEMENT menu and select ATTENDANTS To create a room assignment plan for a date other than today s date select ATTENDANT PLAN DATE and select the required date Click the NUMBER OF ATTENDANTS options button Enter desired number of attendants or click the up and down arrow to choose the number of attendants Mark the DEFAULT CREDITS check box and enter the desired number of credits per attendant or click the up and down arrow to choose the number of credits Note If the default credits check box is not selected then the credits will be divided between the attendants up to a maximum of 999 credits Select the ALLOW AUTO EXTEND MAXCREDITS check box to allow the allocation of unassigned rooms to an at
108. the selection criteria History selected 2 Click in the Room No field and type the room number whose history you want to view 3 Click SEARCH a list of all the guests who have stayed in the specified room is displayed 4 Select a guest from the guest list 5 Click EDIT the guest s reservation history screen appears 6 After viewing the selected guest s details click OK to close the screen Viewing or printing a guest s invoice You may view or reprint the details of the guests invoice To view or reprint a guest invoice 1 Click the ROOMS MANAGEMENT menu and select ROOM HISTORY The Reservation dialog box appears defaulted to the all tab with the selection criteria History selected Room History 51 oo OR Oe el Click in the Room No field and type the room number whose history you want to view Click SEARCH A list of all the guests who have stayed in the specified room is displayed Select a guest from the guest list Click OPTIONS and select BILLING Enter your CASHIER NUMBER and PASSWORD Click LOGIN the cashiering dialog box is displayed Click OPTIONS and select INVOICE REPRINT Select the Invoice to be printed from the drop down list and click PRINT The invoice is displayed in preview mode 10 Click PRINT to reprint the invoice or CANCEL to return to the cashiering screen 11 Click CLOSE to close the cashiering dialog box Viewing profiles You can view the guest s history details by clicking EDI
109. upied rooms entering discrepant persons for a vacant room marks the room with the status sleep Access room discrepancies 1 Click the ROOMS MANAGEMENT menu and select HOUSEKEEPING the Housekeeping dialog box appears 2 Click the DISCREPANT ROOMS tab the Discrepant Rooms dialog box appears Housekeeping Room Assignment Discrepant Rooms Attendants Room HSK Status FO Status Discrepancy Room Status HSK Count Fo Count Adults Teenager Child Baby Discrepancy All discrepant rooms F 620 Occupied Vacant Sleep Is 3 Persons Count All rooms v 0 min O sec 374msec FY Refresh List Change HSK Status HSK Persons Count Number of Persons 0 W change Reset Housekeeping 41 42 The type of discrepancy and when it is cleared are controlled by the parameters CLEAR DISCREPANCIES AFTER CHECK IN CLEAR DISCREPANCIES AFTER CHECK OUT and CLEAR DISCREPANCIES IN NIGHT AUDIT under Setup Configuration Global Settings Generic Generic 3 tab Each option can be set so that all discrepancies are cleared only room discrepancies only person discrepancies or no discrepancies Discrepant Persons functionality is controlled by the user right DISCREPANT PERSONS under Setup Configuration Users User Definition Rights Housekeeping Changes are displayed in the user log if the option HSK ROOM PERSONS COUNT CHANGE is selected in Setup Configuration User
110. ur 23 minute Group General 46 second Type Carpet Cleaning Responsible Arpia Escolopendra Origin gt Notes Automatic Maintenance Task Carpet Cleaning needed Guest Comments Maintenance Guest Service Search Criteria Fill in this field With this information Entered On Until Enter the dates from which the search should start and end for when the task was entered If no end date is entered then the search displays all entries from the date entered up until today Due On Until Enter the dates from which the search should start and end for when the task is due If no end date is entered then the search displays all entries from the date entered up until today Resolved On Until Enter the dates from which the search should start and end for when the task was resolved If no end date is entered then the search displays all entries from the date entered up until today Locality Type The type of location for example guest rooms public places or function spaces Locality The specific location for example if function spaces is selected as the locality type then a specific function space can be selected here The type of maintenance guest service issue Group The maintenance guest service group for example general plumbing or IT Maintenance 75 Fill in this field With this information Status Level The status of the task for example not yet started in progress or complete Text contained in the maintenance gu
111. us The print page margins and the actions to take if the HTML printout is too large for the defined paper size are defined via the option HTML PRINTOUT under Setup Configuration Global Settings Miscellaneous Visual Appearance 4 Manager on Duty The manager on duty can be displayed at the bottom of Suite8 screen next to the date and the name of the logged in user 18 11 2012 Demonstration Supervis MOD Mueller Dagmar If this functionality is activate then a manager on duty must always be assigned a new manager can be assigned by clicking on the MANAGER ON DUTY panel To select the manager on duty 1 Click the MANAGER ON DUTY panel at the bottom of the screen MOD Mueller Dagmar The Select Manager on Duty dialog box is displayed fal Select Manager on Duty Manager on Duty Dagmar Mueller Dagmar Mueller Keith Rodgers Shirley Parker Supervisor Demonstration Introduction 23 24 2 Select the required MANAGERON DUTY from the list and click OK Note Only logged in users who are designated as a MANAGER ON DUTY can assign a new manager on duty The manager on duty functionality is controlled by the parameter ASSIGN MANAGER ON DUTY under Setup Configuration Global Settings Generic Generic 3 tab All relevant users can be designated as a Manager on Duty via the option MANAGER ON DUTY under Setup Configuration Users User Definition Favourites The F
112. y necessary changes can be made at this time 17 Click SEND the document is generated and the email sent How to SMS a maintenance guest service task 1 Click the ROOMS MANAGEMENT menu or the MEETING PLANNER menu and select MAINTENANCE Click the MISCELLANEOUS menu and select GUEST SERVICE CENTER The Maintenance Guest Service dialog box is displayed all the NOT RESOLVED maintenance guest service records are listed by default Select the maintenance guest service task to be printed and click the PRINT button The Print Maintenance Task dialog box is displayed In the TEMPLATES box click the drop down arrow and select the template to be used In the LANGUAGE box click the drop down arrow and select the language if no language is selected the default language from the language configuration will be used Click SMS the Send SMS dialog box is displayed Maintenance 95 8 Fi Send SMS Mobile Phones To Task 1843 Place 111 Age O day 1 hour 1 minute 20 second Task Can someone please come to my room 111 and check the Internet access The TO box is automatically completed with the mobile phone number for the employee responsible for this task this can be changed by clicking the drop down arrow and selecting the mobile phone number to which this SMS should be sent or by selecting the required mobile phone numbers from the list of available in the panel on the upper right hand side and clicking the TO button
113. y of an attendant will display 5 values Cap 220 200 Used 220 Rem O 20 Cap Displays the capacity of the attendant the first value is the actual credit and the second one is the original value from the beginning of the calculation Used Displays the used credits Rem Displays the remaining credits the first value is the available remaining credits and the second value is the number of overbooked credits 63 64 3 Select the option AUTOMATICALLY REDUCE OVERBOOKING to automatically reduce the overbooking credits when credits are removed from an attendant 4 Click the USE DEFINED ATTENDANTS option button 5 Click USE ATTENDANT CONFIG to allocate rooms according to the permanent room maid allocation In this case the credits will be ignored The method of room assignment is not applicable as credits are ignored when the option USE ATTENDANT CONFIG is selected 6 If clean rooms are to be included in the room assignment select the check box INCLUDE CLEAN ROOMS 7 If out of order rooms are to be included in the room assignment select the check box INCLUDE OOO ROOMS 8 If clean and or out of order rooms are to be listed in the Not assigned rooms section select the check box LIST CLEAN OOO IN NOT ASSIGNED ROOMS This option is only available if INCLUDE CLEAN ROOMS and or INCLUDE OOO ROOMS have been selected 9 Click CALCULATE the attendant listing is displayed according to the pre defined room allocation
114. ys the total figure House Status House Status screen housekeeping terms Clean Total Total number of occupied and vacant clean rooms Rooms Occupied The number of occupied rooms that are clean Vacant The number of vacant rooms that are clean Dirty Total Total number of occupied and vacant dirty rooms Rooms Occupied The number of occupied rooms that are dirty Vacant The number of vacant rooms that are dirty Total Occupied The total number of clean and dirty occupied rooms Vacant Total number of clean and dirty vacant rooms Out of Total Total number of out of order rooms Order Occupied This is always zero because an out of order room cannot be occupied Vacant The number of vacant rooms that are out of order and are not available for sale Out of Total Total number of out of service rooms Service Occupied This is always zero because an out of service room cannot be occupied Vacant The number of vacant rooms that are taken out temporarily but are included in the availability and can be brought in at any time For example Closed Floor Roomsin The number of rooms on the check in queue These are room Queue reservations for which the guests have checked in but their rooms are not yet ready Click the blue arrow to display a list of the queue rooms House Status screen end of day terms tem Definition Average Room The forecasted gross average room rate Rate gross Total gross room revenue for in h

Oracle Hospitality Suite8 Rooms Management User Manual

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