RecTrac 10.1 Reference Guide

Reference Guide RecTrac 10.1
Updating a Family Member’s Information During Daily Processing
1 Proceed to the appropriate registration or reservation screen.
2 Highlight the appropriate family member in the Family Member Selection Browser Box.
3 Click Update in the Family Member Selection frame. You will proceed to the Family Member Update screen.
4 Make any necessary changes.
5 Click Done to save your changes and return to the previous registration or reservation screen.
Updating a Family Member While in Global Sales
The following steps assume that you have already added to your database the household to
which you wish to add a new family member.
1 Click the Global Sales hot button
OR
Go to Daily � Global � Global Sales.
You will proceed to the Global Sales Household Selection screen.
2 In the Lookup field, enter the name of the household for which you wish to process a transaction and update a
family member.
3 Press the Enter key. You will proceed to the Household Listing screen.
4 Highlight the appropriate household and click Select or press the Enter key. You will proceed to the Global Sales
screen.
5 Click the button for the transaction that you wish to process (Activity Registrations, Pass Memberships, etc.).
Note: You cannot update family members from the Facility Reservations program.
6 If family members already exist for this household, you will proceed to the applicable registration or reservation
screen. In the Family Member Selection frame, click Update.
OR
If no other family members exist for this household, the following question displays: "No Family Members Exist
For This Household! Do You Wish To Add One?" Click Yes. You will proceed to the household’s Family Member
Update screen.
7 Make any necessary changes and click Done to save your changes and return to the previous screen.
8 Process the transaction as usual.
Answering the Medical Record Questions for a Family Member
Note: This option is not available for CYMS users.
The following steps assume that you have:
• Selected the Track Med Records option selected on your linked Household device (on the Household Core
screen).
• Set up all applicable households using the Activity or Pass Household Maintenance programs.
• Established your medical record questions using the Medical Question Maintenance program (Files � Activity).
1 Press the H/H Member Update hot button.
OR
Go to Files � Activity (or Pass) � Household Maintenance. You will proceed to the Activity (or Pass) H/H Update
Household Selection screen.
2 In the Lookup field, type all of part of the household name for which you wish to update the medical record and
press the Enter key. You will proceed to the Household or Family Member Listing screen.
3 Highlight the applicable household and press Enter or click Select. You will continue to the Household Core
Information screen.
4 Click Members. You will continue to the Family Member Listing screen.
5 Highlight the family member for whom you wish to update the medical record and click Change. You will continue
to the Family Member Update screen.
6/9/2008 140 Vermont Systems, Inc.