RecTrac 10.1 Reference Guide

RecTrac 10.1 Reference Guide
15 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 reservation.
Creating Multi-Facility Reservations
The Multi-Facility Reservation feature allows you to create a reservation for more than one facility
at one time.
For example, you might use this feature if an organization needed to reserve three baseball fields
for the same date and time.
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, 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. 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 reservations.
7 In the To field, enter the ending date of the reservations.
8 In the Start field, enter the starting time of the reservations.
9 In the End field, enter the ending time of the reservations.
10 Select the appropriate reservation Status.
11 To enter an expected headcount figure, enter a number in the Head Cnt field.
12 To add reservation purpose notes, enter notes in the Purpose field.
13 Click Add Info add any additional information.
14 Click Select to add these facility reservations to the Transaction Listing browser box.
OR
Click Fees if charges need to be updated.
Note: If a question group has been linked to this facility, these questions will display at this time.
See Also: Linking a Question Group to a Facility.
15 Repeat steps 4–14 as needed for this household or organization.
Vermont Systems, Inc. 167 06/09/08