Tape Chart SlideOut


 

 

The Tape Chart is a Property Slideout located on the left side of the screen, and can be accessed at anytime in Innfinity.  The Tape Chart offers a date-grid display of rooms and allows quick drag-selection of dates to book new reservations or set Maintenance Holds.  The Tape Chart is interactive - Hover the cursor over items to display information, and reservations can be clicked and dragged to new room assignments.

 

Access the Tape Chart SlideOut in any application module by clicking the Tape Chart SlideOut located on the left side of the application with the Property SlideOuts.

 

 


 

In this article

Tape Chart Overview

Create Reservation Mode

Filter Rooms

Room Assignments

Room Block Changes

Maintenance Holds

 

 


 

Tape Chart Overview

The Tape Chart SlideOut can be opened and re-sized like other SlideOuts (click and hold the edge to drag and resize), but can also be used in a separate window.  To do this, first open the SlideOut, then double-click on the top blue bar to view the Tape Chart in its own window.  Double-click the top blue bar to close the window.

 

To close the SlideOut, click on the auto hide thumbtack, or right click the top blue bar.

 

The Tape Chart is comprised of three sections:

  1. The upper Criteria pane contains date range selectors, and lists all reservation that have not been assigned a room.  The Begin Date and End Date selectors specify the date range the Tape Chart display.  Use the Block Date selector to specify a date to list reservations that have no room assignment.

  2. The center Tape Chart pane is the primary work area of the SlideOut.  Information is displayed in a date-grid charge, with sortable columns for room numbers and room types.  The Tape Chart is where rooms can be assigned, moved, or placed on Maintenance Hold. Reservations can be created when using Create Reservation Mode.

  3. The lower Details pane displays reservation information when the mouse cursor hovers over a reservation in the Criteria pane, or a part of a reservation is selected in the Tape Chart pane.  This can be a useful way to view information such as number of people in the reservation, and Confirmation, House, or Profile Notes without fully opening a reservation.

 

Using the Tape Chart SlideOut

 

 


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Create Reservation Mode

Innfinity offers the unique ability to create a reservation directly from the Tape Chart.  To create a reservation:

  1. Right Click anywhere in the center Tape Chart pane.

  2. Select Create Reservation Mode menu item, which fully expands the Tape Chart to view.

  3. Use the Begin Date and End Date selectors to specify any date range desired.

  4. Click+Hold a date cell, and move the cursor to highlight a selection for a reservation duration.

  5. After making blue-highlighted selections, Right Click and select Create Reservation.

  6. Confirmation for the selection(s) made appears.  Select Yes to confirm the listed room number and reservation dates.

  7. A new reservation generates in the Home Screen with the room number(s), arrival date(s), and departure date(s) selected.  Enter any required reservation information to Save.

Re-size or close the Tape Chart SlideOut by Right-Clicking the upper blue bar, or Click the Auto-Hide button .

 

 

Create Reservation Mode

 

 


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Filter Rooms

Filtering rooms in the Tape Chart allows a user to display only the room numbers specified, allowing users to only view what they need.  Filters can be created in the default Tap Chart mode with three panes (Criteria, Tape Chart, and Details) and Create Reservation Mode.  Setting filters can be useful when assigning groups to rooms on the same floor.

 

To set a filter:

  1. Right Click over the Tape Chart.

  2. Select the Filter Item... menu item.

  3. Enter a desired room number Filter in the Set Filter... window.

  4. Select OK to automatically refresh the Tape Chart and display matching filter results.

To clear a filter:

  1. Right Click over the Tape Chart.

  2. Select the Clear Filter menu item.

  3. The Tape Chart automatically refreshes with no filter applied.

 

 

 


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Room Assignments

Using the Tape Chart in standard mode (with the Criteria, Tape Chart and Details panes), reservations can be assigned rooms directly by dragging a listed reservation from the Criteria pane to a desired room number in the Tape Chart.

 

Use the Begin Date and End Date selectors to specify a date range for rooms to display in the Tape Chart.

 

Use the Block Date selector to display any reservations that have no room assignment (e.g. blocked) on the specified date.  Reservations that have no room assigned (e.g. blocked) on the selected Block Date will be listed in the upper Criteria pane.  Click+Hold a reservation to drag it to an available room in the Tape Chart.

 

 

Assign Rooms using the Tape Chart

 

 


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Room Block Changes

Reservations that have a room assigned (e.g. blocked), can be reassigned to another room or unassigned completely using the Tape Chart.

 

To unassign (e.g. unblock) a reservation from a room:

  1. Click+Hold a reservation in the Tape Chart.

  2. Move the cursor to the Criteria pane and Release Click.

  3. Unblock confirmation will appear, Select OK to unassign the room.

To move a reservation from one room to another:

  1. Click + Hold a reservation in the Tape Chart.

  2. Holding the Click, move the cursor to drag the reservation to a new, available room and release.

  3. Unblock/Block confirmation will appear, Select OK to unblock the previous room and assign a new one.

Reservations being dragged in the Tape Chart display highlights over the potential room/day cells.  

 

Change Room Blocks using the Tape Chart

 

 


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Maintenance Holds

Maintenance Holds can be added, removed, and edited within the Tape Chart.  See Maintenance Holds for more information.

 

 

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