RecTrac 10.1 Reference Guide

Reference Guide RecTrac 10.1
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Enter the appropriate information from any of the search buttons on the bottom of the screen and then click that
button. You will proceed to the Household or Family Member Listing screen, depending on the lookup option
selected on the previous screen.
3 Highlight the household or family member for whom you wish to process activity enrollments and press Enter or
click Select. You will proceed to the Activity Registrations screen.
OR
If Using Global Sales, highlight the household or family member for whom you wish to process the registration
and click Select. Then click the Activity Registrations button located at the bottom of the screen to proceed to
the Activity Registrations screen.
4 In the Family Member Selection browser box, located in the upper left-hand corner of the screen, highlight the
family member for whom you wish to process activity enrollment(s).
Note: The Update button allows you to edit Family Member information for the selected individual "on the fly."
The New button will allow you to add a new Family Member to the selected Household.
5 In the Actv No field, right-click or press F9 to select the activity/section for which you are registering the selected
family member.
Note You can select multiple activities/sections if the individual wants to sign up for more than one activity. Once
in the Section Listing browser, hold the key down and use the mouse to select the desired Activity
Sections. Click Select when done and all classes will move to the Transaction Listing browser box.
You will get a pop-up message allowing you to accept or skip a range of billing methods if the Activity/Section is
set up to allow ACH Withdrawal, Auto-Debit from Credit Card or Installment Billing.
Any comments associated with the Section will appear in the browser box once you have an Activity
Number/Section in the Act No field. To remove these from view, click Hide Notes, which is located on the righthand
side of the screen.
To view the selected activity's details, click Details located beneath the Act No field.
To add roster notes for the Family Member, click the Roster Note button located beneath the Act No field.
6 Click Select to add this activity registration to the Transaction Listing browser box.
OR
Click Fees if charges need to be updated. See the topic titled Updating Fees During the Registration, Renewal, or
Transfer Process in the online help.
Note: If a question group has been linked to this section, these questions will display at this
time.
See Also: Linking a Question Group to an Activity Section.
7 Repeat Steps 4-6 as needed to register the same Family Member or other Family Members for additional
activities.
Note: The Update button removes the Activity from the browser and places it back in the Act No field, allowing
you to edit information entered in Steps 5 and 6 above. The Remove button removes the Activity from the
transaction completely.
8 Click Payment to process the registration(s) listed in the Current Transaction Listing browser box. You will
proceed to the Activity (or Global) Payment Update screen.
9 Complete the transaction. For assistance with taking payments, see Processing a Module Payment for a
Household and/or Processing a Global Payment for a Household.
OR
Click Exit to return to the main RecTrac screen without processing the enrollment.
Note: If you are using Global Sales, you can process transactions for this Household from other
modules before clicking the Payment button by clicking any of the module buttons listed at the
bottom of the screen, such as Rental Reservations, Pass Renewal and etc…
Processing Bulk Activity Enrollments
The Activity Bulk Registration program allows you to continually process activity registrations for
multiple households without having to exit the program between transactions. This is a great way
to process mail-in registration forms which will save you time and keystrokes.
1 Go to Daily � Activity � Activity Bulk Registrations. You will proceed to the Bulk Activity Enrollment screen.
6/9/2008 150 Vermont Systems, Inc.