This is the third of eight tasks described in this user manual for modifying a booking itinerary.

NOTE: There is no particular order in which tasks need to be completed - the numbering is simply for reference.

The full list is:

1. Pickup / Dropoff
2. Voucher Text
3. Service Notes (this task)
4. Product Notes
5. PCM Management FITs
6. Change Travel Date
7. Manage Days
8. Insert Booking

The Service Notes screen allows notes specific to this service, in this booking to be entered.

There are two locations service notes can be viewed or maintained. Accessing the service note from the itinerary view, maintaining note information for an individual service. The alternative is to view and maintain all service notes from the Itinerary Menu > Service Notes. Notes can be filtered by note category.

The service notes entered can be output on messages; e.g. Agent Confirmation, Vouchers and Supplier Requests etc.

Insert or Update Service Notes

1. Search for and retrieve a booking to work with. If you haven't done this already, see Retrieve an Existing Quote/Booking.
2. Switch to the Itinerary View of the booking.

   1. The default view for a booking is the Dashboard view.

      

   2. A single service can be opened from the Dashboard by clicking on the service. Alternatively, switch to Itinerary view by selecting, from the FITs menu, FITs > Itinerary.

      1. Click the FITs hamburger menu to open it:

         

      2. Click the Itinerary menu option to show the itinerary for this booking:

         

   3. Examine the Itinerary on this screen.

      

      NOTE: The service lines shown in the example Itinerary above cover all services for all pax , however, some services may not apply to some pax. To see which services apply to which pax , click either the drop-down or the left/right arrows in the All Pax field at the top of the list.

3. There are two ways to change note text from the Itinerary view:
   1. Change or View Note via the FITs Menu: 
      1. Select menu FITs > Itinerary > Service Notes.

         1. Click the FITs hamburger menu to open it:

            

         2. Click the Itinerary menu option to expand it:

            

         3. Click Service Notes to add or modify notes about service lines attached to the booking:

            

      2. From the list of services, identify the service line that is to have a new note added.

         

      3. Modify any fields as required.
      4. Click Save to keep the changes, followed by Exit to return to the Itinerary.
   2. Change Service Note details via the service line drill-down
      1. Select the service line whose details you want to change to open the Service Details screen.

         

      2. Click the Note tab.

         

4. To insert a new note, click button New Note.
   

   

   1. On the Service Notes screen, select a Category Type from the drop-down and enter the text of the note as illustrated in the example.

      

      Click Save to keep the note and return to the list, otherwise, click Exit.

5. To view an existing note from the Service Notes list, view the note just added by expanding it (i.e. clicking the + icon).
   

   

NOTE:  

• The service note inserted in the example above is an internal note, which will not be output on any documentation.

• There could be many more categories of Service Notes – for example, one for general information; one for accounts information; one for additional itinerary information. By clicking on each of these categories, the notes that have previously been entered (if any) for the service can be viewed.

• Unlimited text can be added under each category. A Date and Time stamp will be attached to each Note, reflecting the last time it was updated.

The Service Note filter is defaulted with the Services button checked. Filtering by Service allows a full list of all notes attached to each product to display on screen.

A filter can be applied to target and display a specific Note Category. This is useful for consultants who may want to view or insert a series of service notes with information saved for a particular Note Category.

• Filtered note entries can be can be viewed service by service using the dropdown arrow. The note expands for users and longer note entries can be viewed using the scroll bar provided.

• Alternatively, users can open the Product Note screen to view the full note entry when selecting the magnifying glass icon.

• Selecting the + icon next to the Category will expand notes for all services.

The rich text editor section (or body) of the note is a blank page for the booking note text to be inserted or edited.

The Editing screen has the following items:

Format type	Format Option Descriptions
Format	Format of the paragraph text. Normal, Headings 1,2,3,4,5, & 6, Formatted, Address,
Font	Font of text (will default from the INI Setting DEFAULTFONT)
Size	Font Size of text (will default from the INI Setting DEFAULTEDITFONTSIZE)
	Style, Font and Font Size. The available styles and fonts are the Windows styles and fonts installed on the computer running Tourplan
	Bold - highlight the text to be bold faced and click this button
	Italics - highlight the text to be italic and click this button
	Underline - highlight the text to underlined and click this button
	Colour of text – highlight the text to change the colour and click this button
	Numbered bullet points - click this button to create a numbered list
	Bullet points - click this button to create a bulleted list
	Left aligned text - click this button to justify text on the left margin
	Centre aligned text - click this button to centre text between the left and right margins
	Right aligned text - click this button to justify text on the right margin
	Left and Right justified text. Click this button to justify text between the left & right margins
	Insert a URL link – click this button to insert the text you want showing as a hyperlink and insert the required URL
	Upload an image – click this button to upload an image
	Insert a table – click this button to insert a table
	Cut text (Ctrl+X) highlight text to be cut and click this button
	Copy text (Ctrl+C) highlight text to be copied and click this button
	Paste text (Ctrl+V) place the cursor at the point where copied/cut text is to be placed and click this button
	Selecting this button will show the text editor in CSS styling source code