RecTrac 10.1 Reference Guide

Reference Guide RecTrac 10.1
Setting Up Qualification Codes for Instructors, Referees, and Trainers
1 Go to Files � Activity � Instructor Qualification ID Maintenance.
OR
Go to Files � League � Referee Qualification Maintenance. You will proceed to the Qualification ID
Maintenance screen.
2 Click Add. You will proceed to the Qualification ID Core Information screen.
3 Enter the Qual ID and click Next.
4 Enter the Description.
5 Click Done. You will return to the Qualification ID Maintenance screen.
6 Click Exit to return to the Main Menu.
Note: You can link qualification codes to instructors/referees in Instructor/Referee/Trainer
Maintenance (Files � Activity or League) on the Qualifications screen.
Linking Qualifications, Facilities and Fees to Personal Trainers in Bulk
The following steps assume that:
• You have already set up your personal trainer records.
• You have already set up your facility records.
• You have already set up your trainer qualification codes.
• You have already setup your personal trainer bill codes.
If you have not already performed these setup steps, do so before continuing.
Important Note: This program will create links for every combination of qualifications, facilities
and fees selected. For example, if you selected Qualifications 1, 2, and 3 and Facilities A, B, and
C for every personal trainer selected the following job links will be created: 1A, 1B, 1C, 2A, 2B,
2C, 3A, 3B, 3C.
1 Go to Files � PT � Trainer Facility Links Creation.
2 Enter the range of instructors (personal trainers) that you wish to link to a selected set of features.
OR
Press the F9 key or right-click from within the field to select the appropriate instructor IDs from the picklist.
3 Using the dual selection lists, add or remove qualifications in the Linked (right) column until it reflects the ones
that you wish to link to the selected personal trainers’ records.
4 Using the dual selection lists, add or remove facilities in the Linked (right) column until it reflects the ones that you
wish to link to the selected personal trainers’ records.
Note: If you do NOT have the Do NOT reserve a Facility with P/T Reservations? option
selected in your linked Daily Processing device, when you make a personal trainer reservation
RecTrac will check for facility conflicts, and if none exist reserve the facility during the personal
trainer reservation block.
5 Click Details>> to continue to the Personal Trainer Facility Links - Details screen.
6 Enter or select the personal trainer bill code(s) that you wish to charge for this personal trainer. Adjust the
amount, count, required, fee codes and discount as necessary.
7 Complete all fields or leave their default settings. Press F1 for field-level Help as needed.
8 Click Process to begin linking the selected personal trainers to the selected qualifications, facilities, and fees.
9 Click Exit to return to the Main Menu.
6/9/2008 136 Vermont Systems, Inc.