RecTrac 10.1 Reference Guide

Reference Guide RecTrac 10.1
Note: The Update button removes the Facility line item 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.
16 Click Payment to process the reservations listed in the Transaction Listing browser box. You will proceed to the
Payment Update screen.
17 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.
Making a Facility Reservation for a Facility Group
1 Click the Facility Reservations hot button.
OR
Go to Daily � Facility � Facility Reservations. You will proceed to the Facility Reservation Household Selection
screen.
2 Type the name of the household for which you wish to process a facility group reservation and press the Enter
key. You will proceed to the Household Listing screen.
3 Highlight the applicable household or organization and press Enter or click Select. You will proceed to the
Facility Reservations screen.
4 Select the Group radio set button.
5 Press the F9 key or right-click from within the Group field.
6 Make your selection from the Facility Group Picklist screen and click Select.
7 You will return to the Facility Reservations screen and the name of the facility group will automatically display in
the Group field.
8 Enter the dates and times for the facility group reservation.
9 Click Select to add the facility group reservation to the Current Transaction Listing browser box.
10 Repeat steps 4–9 as necessary.
11 Click Payment to process the facility group reservation(s) listed in the Current Transaction Listing browser box.
You will proceed to the Payment Update screen.
12 In the Pay Amt field, enter the current amount begin paid by the household. Press F1 for field-level Help as
needed.
13 Click Print to continue to the Output Selection screen where you may elect to preview and/or print the resulting
receipt.
Making a Reservation for Your Own Organization Using the Internal
Household
You may want to create a reservation for your organization if you need to schedule a staff
meeting or schedule a facility for maintenance work.
1 Click the Facility Reservations hot button.
OR
Go to Daily � Facility � Facility Reservations. You will proceed to the Facility Reservation Household Selection
screen.
2 Click Internal Household. You will proceed to the Facility Reservations screen.
3 Select the facility, dates, and times for which you wish to create the reservation.
4 Select Internal or Maintenance, depending on the type of internal reservation you are making.
5 Click Select to add the reservation to the Current Transaction Listing Browser Box.
6 Repeat steps 2–5 for as many internal reservations as are required.
7 Click Payment to continue to the Payment Update screen. No fees will be associated with the reservation, only
the reservation will be made.
8 Click Print to continue to the Output Selection screen where you may opt to print or preview the resulting receipt.
6/9/2008 168 Vermont Systems, Inc.