Operations History

Overview

The Operations History screen allows users to search and view activity that has occurred under a supplier, a specific reservation, a particular tour code, or a custom group.

Once a search is performed, users can:

Review past communications
View confirmation details
Access reservation revisions
Send new communications directly from the screen

This centralized interface offers users a streamlined way to monitor and manage reservations or tours. By providing a comprehensive view of all related activity, the Operations History screen helps teams work more efficiently and effectively.

The below scenario provides users with a real life scenario of how this screen can help their daily workflow.

Scenario #1

Mr. Softrip, a supervisor, is working within the Operations screen when one of his employees contacts him about a passenger complaint regarding a reservation that has experienced multiple issues.

During the conversation, Mr. Softrip learns that the reservation has undergone numerous modifications, and it appears that the hotel has not been confirming the changes.

To investigate, Mr. Softrip logs into the Operations History screen, where he can:

Review all revisions made to the reservation
Analyze all communications sent to and from the supplier
Gain a full overview of the booking activity from a single interface

With this information, Mr. Softrip can efficiently assess the situation and determine the best course of action to resolve the issue.

Accessing the Data

When accessing history information, users have the ability to search using various identifiers, including:

Supplier ID
Reservation Number
Tour Code
Custom Group
Project ID

To retrieve the relevant data, users can:

Perform a quick search using the standard search fields
Expand the search box for advanced options
Manually enter the desired values into the applicable fields

This flexible search functionality ensures users can efficiently locate and review historical records tied to specific bookings or suppliers.

SupplierID

When performing a search by Supplier ID, users are also required to enter a date range. This search will return all history records related to any reservations that include the specified supplier within the selected timeframe.

This type of search is particularly useful when:

Tracking modifications made during a specific period, such as during hotel renovations
Identifying patterns with a supplier—such as a lack of timely responses to communications
Reviewing historical interactions to support more informed and proactive communication with the supplier

By analyzing this data, users can work more effectively with suppliers and take corrective action to improve service consistency and operational coordination.

ResNumber

When searching by Reservation Number, users are not required to enter any additional search criteria. The system will return the full history of that specific reservation.

Although users can also view reservation history directly from the Reservation screen, it is often more efficient for operators to access this information within the Operations subsystem—the area they work in most frequently.

For example, if an operator is working to confirm hotel services on a reservation, they may want to quickly review the full history of that booking. Instead of navigating to a different subsystem, the operator can remain within Operations and use the History screen to access all relevant details at a glance, improving efficiency and workflow continuity.

Tour Code

Users can search history records using a specific Tour Code. To ensure accurate results, users should:

Enter the full Tour Code in the search field
Narrow the results by specifying a date range

Example:
If a tour has five departures in October, and an operator wants to view all modifications and communications related to the October 10th departure, they can:
Enter the full Tour Code
Set the date range from August 1st to August 31st
This will return all activity—such as communications and revisions—that occurred during August for that specific departure, allowing the operator to quickly analyze relevant updates and actions.

Custom Group

Users can search the communication and revision history for a specific custom group. This functionality is especially useful due to the high volume of updates that often occur during the lifecycle of a group booking.

Example:
A family has booked a custom group consisting of 20 rooms for travel to Florence, Naples, and Rome. From the time of booking to the date of travel, numerous changes have taken place—such as hotel substitutions and optional tour updates. Additionally, several messages were sent to different suppliers to reflect these changes.

To efficiently track all modifications and communications, users can access the History screen. This provides a centralized view of all updates, helping operators stay organized and maintain a complete audit trail for the group.

Reviewing the Data

Once a search is conducted, the application will open the navigation view.

The below is an example of the navigation view after a search is conducted. Users can expand each section to view communications per supplier as well as revisions.

Ops Revisions

The Ops Revisions section provides users with a detailed breakdown of operational updates related to services. These updates include actions such as:

Updating a service to “Confirmed” status
Marking a service to be re-reported to a supplier

Users can initially view a summary of these updates in the results grid. For more detailed insight, they can expand a row by selecting it. This action will display additional details in a panel on the right, including:

User Name who made the change
Date and Time of the update
A full description of the action performed

This feature ensures transparency and traceability for all service-level modifications within the operations workflow.

Vendor Message - Received

The Vendor Message - Received option will display all the messages that were stored against the reservation. Users will also have the opportunity to send or reply to a message when accessing this information.

Note: These messages need to be stored against the reservation while users are processing confirmations number the "confirm reservations" screen. For more information, view the Confirm Reservations article.

Tour Reports

If the Reservation includes Tour Services, then tour reports will display all of the communication sent to the Supplier. Users will also have the opportunity to reply and resend emails when viewing these messages.

Note: The ability to resend and reply to messages directly from the history screen gives users the opportunity to quickly communicate with suppliers when attempting to confirm services or send rooming lists without requiring users to access the Operations Messages screen. However, initial communications with suppliers/vendors should always be initiated in the Operations Messages screen first.

General Reservation Messages

Any messages that were sent outside of messages run through Operations or communicated through Vendor Direct will appear under General Messages.

Revisions

Any revisions that occurred on the reservation will display under "revisions." These revisions include any update made to the reservation outside of operational updates such as confirming the space or marking services to be rereported.

Similar to the Ops Revision option, users can view the summary of each row in the response grid. To view the details of each revision, users can click on each row to expand the information, view the user who conducted the revisions, and view the date the revision occurred.