RecTrac 10.1 Reference Guide

Reference Guide RecTrac 10.1
4 Press the F9 key or right-click from within the Location field to select the location at which you wish to post
attendance.
5 Click Post to continue to the Activity Roster Listing screen
6 Select an individual from the browser and click Post Indiv to post attendance for this person.
OR
Click Post Roster to post attendance for all the individuals listed in the browser box.
Updating Activity Visits
1 Go to Daily � Activity � Activity Visit Update. You will proceed to the Activity Visit Update - Search Criteria
screen. This screen allows you to narrow the range of visits you see by activity/section and/or visit date range.
Press F1 for field-level Help as needed.
2 Click Continue to accept your selections and proceed to the Activity Visits Household Selection screen.
3 Enter the household name, ID, etc. for whom you want to update visit records. Press F1 for field-level Help as
needed. Once the household is selected, you will proceed to the Activity Visit Update screen, where all the visit
records matching your criteria will be listed.
4 Click Update Visit to update the visit amount charged for the selected visit.
OR
Click Payment to continue to the Global Payment Update screen for the selected household.
Facility Daily Work
Making Reservations
Making a Facility Reservation
These instructions list the minimum information required to process a Facility Reservation for a
single Household. Press F1 for field-level Help and more detailed information as needed.
1 Click the Facility Reservations hot button.
OR
Go to Daily � Facility � Facility Reservations. You will proceed to the Facility Reservation Household Selection
screen.
OR
Click the Global Sales hot button
OR
Go to Daily � Global � Global Sales
2 In the Lookup field, type all or part of the household name for which you wish to process facility reservations and
press the Enter key.
OR
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 a reservation and press Enter or click
Select. You will proceed to the Facility Reservations screen.
OR
If Using Global Sales, highlight the household or family member for whom you wish to process the reservation
and click Select. Then click the Facility Reservations button located at the bottom of the screen to proceed to
the Facility Registrations screen.
4 Insure the radial dial is set to Facility and not Group.
5 Right-click or press F9 in the Facility field to select the facility for which you wish to create the reservation.
Note You can select multiple facilities by holding the key down and using the mouse to select the desired
Facilities. Click Select when done. All subsequent information entered will apply to ALL facilities selected in this
manner unless you Update individual line items once they’re in the Transaction Browser.
6/9/2008 164 Vermont Systems, Inc.