RecTrac 10.1 Reference Guide

Reference Guide RecTrac 10.1
5 Click the Questions button at the bottom of the screen. You will continue to the Question Maintenance screen.
6 Click the Add button at the bottom of the screen.
7 Enter a Question Number for this question.
8 Click Next. Select the Answer Type for the selected question.
For example, to create a question to ask if the customer wants to purchase a locker convenience package you
would select the Logical answer type—the answer to the question would be either Yes or No.
9 Enter the question text.
Using the example above, enter Do you want to purchase the locker convenience package?
Note: The system will only charge for questions that are answered with a Yes.
10 In the Question Fee Code field, enter the corresponding fee type that you created earlier in User Code
Maintenance.
Using this example, you would select the LKPKG fee type code.
11 Click Done to save this question and return to the Question Maintenance screen.
12 Repeat steps 2–11 for each question grouping that you wish to create.
Using the example above you would create two more question groups LKRNWL and LKRET with the following
corresponding questions and fee types:
Question Group Question Text Fee Types
LKRNWL Do you need to purchase a new lock this year? LOCK
LKRET Did you lose the original lock that was issued to you? NRLK
For the next step, you will link these question groups to the appropriate locker room record(s).
Complete the steps outlined in the topic titled: Linking Question Groups to a Locker Room. Using
the above example, you would create the following links:
Question Group Field: Question Group to Link:
New Reserv. Question Group LKRSVN
Renewal Question Group LKRNWL
Return Question Group LKRET
Finally, you will need to link the fee types you created above on the corresponding bill code line
items for the fees that you want to be charged when the corresponding questions are answered in
the affirmative. To do so:
1 Go to the Files � Locker � Locker Room Maintenance.
2 Highlight the locker room to which you wish to link the question groups specified above.
3 Click the Change button. You will continue to the Locker Room Core Information screen.
4 Click the Lockers button at the bottom of the screen.
5 Highlight the locker for which you wish to charge the selected fees based on the customer's answers to the
logical questions specified above.
6 Click the Change button. You will continue to the Locker Core Information screen.
7 Click Lockers. You will continue to the Locker Maintenance screen.
8 Select the locker to which you want to link the fee type and click Change.
9 Click Next to continue to the Locker Fees and Features screen.
10 In the Fee Type field next to the bill code linked to the fee for the locker convenience package, enter or select the
question fee type that corresponds to the locker convenience question (LKPKG). Repeat this process in the fee
code fields next to the bill codes linked to the new lock charge and the lost lock charge.
11 Click Done. You will return to the Locker Maintenance screen.
12 Repeat steps 8–11 for any other lockers to which you want to link the fee type.
13 Click