Steps

  1. Open Inbox in Hotel Services or Requests in F&B Services and select an open request. Review the guest/stay, request detail, amount, payment status, SLA and linked task.

  2. Use the state-appropriate primary action: triage, approve, start and complete appear as the request advances. A request awaiting payment cannot start until its payment requirement is satisfied.

  3. Under Assign next owner in Hotel Services or Assign to staff in F&B Services, select the staff, department, resource or other offered target and enter the assignment reason where needed. Choose Assign and notify owner. Use Create linked task when a task handoff is required.

  4. Record an actually received payment with Record payment, or use Charge to room when the request is eligible for room posting. Review the refreshed payment/folio result.

  5. Use Resume for resolved blocked work or Cancel for an eligible request that will not be fulfilled. Review its resulting activity and any linked cancellation/refund handling.

  6. In Charges, inspect the financial record before correcting it. Charges already posted to a folio are locked here; make their correction through the folio workflow rather than changing the service charge in place.