There may be situations that you will need to do a bulk update of Booking Statuses.

Multiple Bookings are selected, and updated in bulk. The procedure below describes how to update multiple Booking Statues.

Bulk Update Booking Status

1. From the Home menu, select Home > Operations > Booking Operations > Booking Status Update.

   1. Click the Home Menu to expand it:

      

   2. Click the Operations menu option to expand it:

      

   3. Click Booking Operations menu option to expand it:

      

   4. Click Booking Status Update to open the Booking Status Update screen:

      

2. On the blank Booking Status Update screen, the Booking Tab will open, Complete the necessary fields. You can amend the Travel Date From/To, and Date Entered From/To fields to display results for a range of dates.

   

3. Keeping with the Booking Tab, Bookings can be filtered using 'Booking Status', 'Service Status', 'Branch' and or 'Department'. If applicable, select the required filters.

   Filters used in this screen capture are examples used for Training purposes. Booking Statuses, Branch and Department selections will reflect users own organisational fields.

   

4. Click on the Analysis Tab, selection of Bookings can also be made from 6 of the Booking Analysis Codes, and 6 Agent Analysis Codes. If required select the applicable 'Analysis Codes'.

   Analysis Codes used in this screen capture are examples used for Training. Analysis field headings and codes will reflect users own organisational fields.

   

5. Check the completed screens.
6. Click on the Results Tab. Select the Bookings using the 'Select check boxes' next to each Booking, or use 'Select All'.

   NOTE: The Update Status button will become active when Bookings are selected.

   

7. To change the status, click Update Status.

   

8. On the blank Booking Status Update screen, select the new Status to Set Bookings Status To , and click the Attempt to Take Allocation checkbox, if the status change should allow the booking to take from Allocation.

   

9. To keep the changes, click Yes.

   

10. Click Exit to discard any changes.

    

11. If 'Yes' was selected a Summary will appear with the number of Successful Bookings to be updated.

    

12. Click OK to exit the modal.

    

13. The Booking Status Update Results Tab will re-display select Exit to close.

Travel Date From/To

Travel Date for Bookings is the date that appears in the header of a Booking, this is generally the date of the first service. This date range field is used to select Bookings with a specific date or fall within a range of Travel Dates.

Agent From/To

Selecting an Agent here will limit the filter results to only Bookings for that Agent, or range of Agents.

Master Agent From/To

Selecting a Master Agent here will limit the filter results to only Bookings for that Master Agent or range of Master Agents.

Date Entered From/To

This is the date the Booking was created. If selection for a range of dates is entered here Bookings that were created within the date range provided will display in the results screen.

Consultant

Selecting a consultant code and consultant name will limit the results to PCMs for that consultant.

Booking Type

Drop down selection for the type of bookings to be included, selection includes:

• All booking types - bookings from either FIT bookings or Group bookings will be listed.
• FIT's - those bookings that are FIT bookings will be listed.
• Groups - those bookings that are Group bookings will be listed.

Booking Ref

Used to select a specific Booking Reference.

Booking Status

By default, all Booking statuses are checked, Bookings can be filtered by selecting / deselecting the required Booking status code in the Multi Select List box. Un-check statuses that are not required.

Branch

By default, all Booking Branches are checked, if only Bookings with specific Branch(s) need to have the Booking Status Updated, check the appropriate box(es).

Department

By default, all Booking Departments are checked, if only Bookings with specific Department(s) need to have the Booking Status Updated, check the appropriate box(es).

 

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Booking Analysis

The rows on this tab are the 6 Booking Analysis codes.

Agent Analysis

The bottom two rows of this tab are the 6 Agent Analysis codes. These are Agent Analysis codes attached to the booking.

NOTE: The label descriptions and analysis selections used within this User Manual will vary and will display what has been setup in each user company's system.

Analysis fields can be expanded or minimised by using the + or - function.

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Selected check boxes

Bookings can be individually selected.

Select All/Unselect All

Select all Bookings found, or un-select all Bookings selected.

Selected

The cell to the right of this heading will provide you with the number of Bookings that have been selected.

Found

The system will provide you with the number of Bookings found, matching the filter criteria.

Column Headings

Users can customise their column headings by clicking on the header row, or can amend the order of results by clicking on the field heading, see About Changing Default Column Headings.

NOTE: The data can be sorted by any column by double clicking the column header. The order can then be reversed by double clicking the column header again.

A summary of the Bookings processed is displayed to inform users of successful Status Updates. An additional tab highlights Bookings where an error has occurred.

Summary Modal displays two tabs:

• Successful - where the total number of processed Bookings is displayed in the bottom left corner of the Modal. The number of Bookings successfully updated displays next to the tab heading, and a list of Bookings is shown, including the: Booking Name, Status, Consultant, Reference, and Travel Date.

• Errors Encountered - where the number of Bookings which encountered errors displays next to the tab heading, and a list of Bookings is shown, including the: Booking Name, Consultant, Reference, Travel Date, and a Message column indicating the error.