AGENDA - Phase 1

Attendees:Day One# Session Time Group1 Introductions / Expectations❑Trainer and user introductions❑Expectations for training09:00 – 09:15Administrators2 Backlog Procedures and Verification❑Define the Backlog Process❑Define Backlog Champion & Responsibilities❑Select Backlog Verification Team❑Determine Key Backlog Information❑Date Backlog will Start❑Last Date for Backlog Entry❑“Go Live” Date❑Number of Records❑Number of Personnel Participating in Backlog❑Preparing for BacklogData Migration Guide / Delphi Live Load09:15 – 09:453 Delphi Configuration❑Property Details❑Function Rooms / Capacities / Groups❑Guestrooms / Guestroom Categories❑Event Types and Average Checks❑Other Income❑Booking Auto-traces❑Booking User Defined Fields❑Date Collections❑Web Links❑Plan Values❑Comment Templates❑Business Alerts❑News09:45 – 10:45 Break 10:45 – 11:004 Delphi Configuration (continued) 11:00 – 12:45Lunch 12:45 – 13:45 All5 Package Templates and Generic Accounts❑Create Generic and Package Template Accounts❑Creating Package Template Bookingso Booking typeo Meeting Classo Eventso Revenue Verification13:45 – 15:15Administrators Break 15:15 – 15:306 Word Merge Document Creation❑Overview Word Merge❑Merge Document Log / Tracking❑Create Merge Document Template❑Create Merge From Existing Document❑If/Then/Else Statements❑Fill-ins❑Working with Detail Sets❑Word Merge Document Workshop15:30 - 18:00Day Two1 Introductions / Expectations❑Trainer and user introductions❑Expectations for training09:00 – 09:15User Group 12 Accounts and Contacts❑Searching for Accounts and Contacts❑Adding Accounts❑Adding Contacts❑Parent/Child Accounts❑Agency/Agent❑Account Manager Toolbar Icons❑Retiring Contacts❑Account & Contact Selection❑Account & Contact Address Change09:15 – 11:00 Break 11:00 - 11:153 Introduction to Bookings❑Searching for Bookings❑Adding Bookings❑Blocking Guestrooms❑Assign Guestroom Rates❑Creating Events❑Comments and UDFs11:15 – 13:00Lunch 13:00 – 14:00 All1 Introductions / Expectations❑Trainer and user introductions❑Expectations for training14:00 – 14:15User Group 22 Accounts and Contacts❑Searching for Accounts and Contacts❑Adding Accounts❑Adding Contacts❑Parent/Child Accounts❑Agency/Agent❑Account Manager Toolbar Icons❑Retiring Contacts❑Account & Contact Selection❑Account & Contact Address Change14:15 – 16:00 Break 16:00 – 16:153 Introduction to Bookings❑Searching for Bookings❑Adding Bookings❑Blocking Guestrooms❑Assign Guestroom Rates❑Creating Events❑Comments and UDFs16:15 – 18:00Day Three# SessionTimeGroup1Previous Day Review 09:00 – 09:15User Group 12Advanced Bookings❑ Arrival Date Changes ❑ Booking Deposits ❑ Comp/Staff Rooms❑ Booking Auto-traces ❑ Cancelling Bookings ❑ Copying Bookings❑ Updating Actual Figures and Pickup09:15 – 10:45Break10:45 – 11:003 Additional Advanced Bookings❑ Agency/Agent Bookings ❑ Private/Wedding Bookings❑ Joiner Parties / Exhibit❑ Option Events ❑ Package Bookings ❑ Package Templates 11:00 – 13:00Lunch 13:00 – 14:00 All1Previous Day Review 14:00 – 14:15User Group 22Advanced Bookings❑ Arrival Date Changes ❑ Booking Deposits ❑ Comp/Staff Rooms❑ Booking Auto-traces ❑ Cancelling Bookings ❑ Copying Bookings❑ Updating Actual Figures and Pickup14:15 – 15:45Break15:45 – 16:003 Additional Advanced Bookings❑ Agency/Agent Bookings ❑ Private/Wedding Bookings ❑ Joiner Parties / Exhibit ❑ Option Events ❑ Package Bookings ❑ Package Templates16:00 – 18:00Day Four# SessionTime Group1 Previous Day Review09:00 – 09:15User Group 1+Administrators*2Backlog (Live Load) Training❑ Overview of the training week❑ Review backlog verification schedule ❑ Refer to:SOP 607 C&E Delphi Live Load 09:15 – 09:453 Live Load❑ Entry of real bookings assisted by NI trainer 09:45 – 10:30 Break10:30 – 10:45 4 Live Load (Cont)❑ Entry of real bookings assisted by NI trainer 10:45 – 12:30 Lunch12:30 - 13:30 All1 Previous Day Review13:30 – 13:45User Group 2+Administrators*2 Backlog (Live Load) Training❑ Overview of the training week❑ Review backlog verification schedule ❑ Refer to:SOP 607 C&E Delphi Live Load 13:45 – 14:153 Live Load❑ Entry of real bookings assisted by NI trainer 14:15 – 15:00 Break15:00 – 15:15 4Live Load (Cont.)❑ Entry of real bookings assisted by NI trainer15:15 – 17:00*Administrators must attend both sessions to assist with backlog and verification.Day Five# SessionTimeGroup1Previous Day Review09:00 – 09:15User Group 12 Availability and Space Checking❑ Working with the Function Diary❑ Working with the Guestroom Control Log (GRC) ❑ Combined Availability Window ❑ Daily Event Window❑ Room Type Availability Window 09:15 – 10:153 Daily Schedule Screen❑ Advanced Navigation Bar ❑ Delphi Homepage ❑ News❑ My Tasks Window – filtering column options ❑ My Calendar – different view mode ❑ My Groups in House ❑ My Business Alerts 10:15 – 11:15Break11:15 – 11:304 Activities❑ Types of Activities (Call, Letter, Note, Appointment) ❑ E-mail Functionality❑ Printing/Viewing Activities Report ❑ Accessing Activities ❑ Activity Planner❑ Attachments within Activities 11:30 – 12:305 Training Wrap Up❑ Outstanding Tasks❑ Preparation for Phase 2 Training ❑ Support Cases ❑ Q & A❑ Completion of Training Survey 12:30 – 12:45Lunch12:45 - 13:45 All1Previous Day Review13:45 – 14:00User Group 22 Availability and Space Checking❑ Working with the Function Diary❑ Working with the Guestroom Control Log (GRC) ❑ Combined Availability Window ❑ Daily Event Window❑ Room Type Availability Window 14:00 – 15:003 Daily Schedule Screen❑ Advanced Navigation Bar ❑ Delphi Homepage ❑ News❑ My Tasks Window – filtering column options ❑ My Calendar – different view mode ❑ My Groups in House ❑ My Business Alerts 15:00 – 16:00Break16:00 – 16:154 Activities❑Types of Activities (Call, Letter, Note, Appointment)❑E-mail Functionality❑Printing/Viewing Activities Report❑Accessing Activities❑Activity Planner❑Attachments within Activities16:15 – 17:155 Training Wrap Up❑Outstanding Tasks❑Preparation for Phase 2 Training❑Support Cases❑Q & A❑Completion of Training Survey17:15 – 17:30。