RecTrac 10.1 Reference Guide

Reference Guide RecTrac 10.1
10 Click Select to add the reservation to the Current Transaction Listing Browser Box.
11 Click Payment to process the reservation(s) listed in the Current Transaction Listing browser box. You will
proceed to the Global 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 or No Print.
Adding Reservation and/or Maintenance Comments to a Facility
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.
2 Type the name of the household or organization for which you wish to process a facility reservation and press
Enter. 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 appropriate facility in the Facility field.
5 Enter the appropriate beginning and ending reservation dates in the From and To fields.
6 Enter the appropriate reservation times in the Start and End fields.
7 Click Add Info to proceed to the Facility Reservation Additional Information screen.
8 Enter any additional reservation comments in the Reserv. Comment field.
9 A Reservation ID may already have been linked to the facility on the Facility File Maintenance - Facility Core
Information screen. If not, you may select a new one here, if applicable.
10 Enter any additional maintenance comments in the Maint. Comments field.
11 A Maintenance ID may already have been linked to the facility on the Facility File Maintenance - Facility Core
Information screen. If not, you may select a new one here, if applicable.
12 Click OK. You will return to the Facility Reservations screen.
13 Click Select to add the reservation to the Current Transaction Listing Browser Box.
14 Click Payment to process the reservation(s) listed in the Current Transaction Listing browser box. You will
proceed to the Facility Payment Update screen.
15 In the Pay Amt field, enter the current amount begin paid by the household. Press F1 for field-level Help as
needed.
16 Click Print or No Print.
Revising Setup/Cleanup Times During the Facility Reservations
Process
The Setup/Cleanup feature allows you to modify the setup and cleanup times established in
Facility ID Maintenance. The system automatically adds the setup and cleanup times to the
reservation’s start and end times.
For example, assume that you needed to create a facility reservation from 6:00pm to 8:00pm and
that this particular reservation required an extra fifteen minutes of setup and cleanup time.
Assume additionally that you did not establish any setup or cleanup times for this facility in Facility
ID Maintenance. Following the steps as listed below, the system would automatically add a setup
time reservation from 5:45pm to 6:00pm and a cleanup time reservation from 8:00pm to 8:15pm
as "Internal/Staff" reservations. Other reservations for this facility, for this date, would only be
allowed before 5:45pm and after 8:15pm.
Note: If you require setup and/or cleanup times for a pattern reservation, you must establish the
setup and cleanup times prior to creating the pattern reservation.
1 Click the Facility Reservations hot button.
OR
6/9/2008 176 Vermont Systems, Inc.