RecTrac 10.1 Reference Guide

Reference Guide RecTrac 10.1
To Make a Pattern Reservation:
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.
Any comments or tickler associated with the Facility will appear in the browser box once you have a facility in the
Facility field. To remove these from view, click Hide Notes, which is located on the right-hand side of the screen.
6 In the From field, enter the starting date of the reservation.
7 In the To field, enter the ending date of the reservation.
8 In the Start field, enter the starting time of the reservation.
9 In the End field, enter the ending time of the reservation.
10 Toggle the Pattern Detail time interval you want from the Daily, Weekly, Monthly and Random selections
located in the Pattern Detail filed on the right-hand side of the screen and then choose enter an Every
increment.
Examples: In the scenario above, you would select Daily as your time interval and enter Every 1 Days for your
increment because you want the group to meet every day for that week.
If a group wanted to meet from 0700p to 0900p every other Tuesday for three months (May through July), you
would enter 05/0/YY to 07/31/YY in the From/To range, 0700p and 0900p in the Start/End range, select Weekly
for Pattern Detail, enter Every 2 Week(s) and then toggle the Tue button.
Note: For Random patterns, you must select the days from the Calendar pop-up.
Press F1 for additional field-level Help as needed.
10 Click Select or Fees when you are ready. You will proceed to the Pattern Reservation Update/Delete screen.
11 Edit the pattern reservation as required. Press F1 for help as needed.
12 When you have finished editing the pattern reservation, click Select. You will return to the Facility Reservations
screen where your pattern reservation will appear in the Transaction Listing browswer.
OR
Click Fees to update charges, if necessary.
13 Repeat steps 4–12 as needed for additional pattern reservation for the Household or Organization.
Note: The Update button removes the Facility from the browser and places it back in the Facility field, allowing
you to edit information entered in Steps 4 through 13 above. The Remove button removes the Facility from the
transaction completely.
14 Click Payment to process the reservations listed in the Transaction Listing browser box. You will proceed to the
Payment Update screen.
6/9/2008 166 Vermont Systems, Inc.