This is an additional tasks which can be enabled and would become the sixth task available in the Operations and Accounts Menu. The procedure described in this document allows users to view:

• A Change History user interface itemising various changes which have happened within the booking.
• Further service drill-down are available to show:
  • The Tourplan User who made the change
  • The time the change was made
  • Old and new values per service for (Cost, Sell, Retail and Agent amounts)

NOTE: The numbering is simply for reference - there is no particular order in which tasks need to be completed and, depending on the booking, they might not all be needed.

The full list is:

1. Accounts Summary
2. Tour Window
3. Documentation
4. FIT Queue Entries
5. Change History (this task)

View Change History

1. Search for and retrieve a booking to work with. If you haven't done this already, see Retrieve an Existing Quote/Booking.
2. Select menu FITs > Operations and Accounts > Change History.

   1. Click the FITs hamburger menu to open it:

      

   2. Click the Operations and Accounts menu option to expand it:

      

   3. Click Change History to view Change History:

      

3. On the Change History screen, examine the list of changes from the table.
   

   NOTE: Changes will display in date order most recent first.

   

4. To view specific change data, click on the action line to drill-down further.

   

5. The Change Details screen will open, the header of the screen identifies the; consultant; date and time the change was made. A list of services will display in the column to the left of the screen.

   NOTE: The default view on initial entry will be the Booking Totals view.  Change actions per service are available when individual service dates are selected.

   

6. Click Exit to Exit the Change Details View.

   

7. Click Exit to Exit the Change History.

   

 

On entry a full list dates and times as to when the booking was amended are provided and the user who made the change. The reference number of the booking, the status, cost, sell, retail and agent amounts can be viewed. The final column is the action of the change.

If more than one change occurred further actions are available per service. When the + button is selected a full list of changes performed by the user is available.

Clicking on a service will provide users with a more detailed explanation for the change.

Booking Totals

The Booking Totals view allows users to see the booking changes for the entire booking. Changed Data Items are identified and listed in a table showing the new and old values for the booking.

Service Change History

Opening a specific change action will display further details of the changes per service.

New Value / Old Value

For each service drill-down opened, users will be able to see the value of the service prior to the change and the service value after the change was made.

Change Details are recorded for the following actions:

Action	Definition
Booking Created	When the booking was created.
Service Created	Records when the service was created.
Current Booking State	Records the status / state of the booking.
Booking Updated	Records when a booking has been updated.
Service Updated	Records the service line details which have been updated.
Booking Totals	Records when booking values have been updated.
Booking Deleted	Records if a booking was deleted.
Service Deleted	Records if a service was deleted.