RecTrac 10.1 Reference Guide

RecTrac 10.1 Reference Guide
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 Enter the appropriate information for the Facility, Dates, and Times.
5 Click Add Info. You will proceed to the Additinoal Information screen.
6 Enter the new Setup Minutes and/or Cleanup Minutes and click OK. You will return to the Facility Reservations
screen.
7 Click Select to add the reservation to the Current Transaction Listing browser box.
8 Any new setup times or cleanup times that you established will automatically be added before and/or after your
reservation start and end times.
9 Repeat steps 2–9 as necessary.
10 Click Payment to process the reservation(s) listed in the Current Transaction Listing browser box. You will
proceed to the Payment Update screen.
11 In the Pay Amt field, enter the current amount begin paid by the household. Press F1 for field-level Help as
needed.
12 Click Print or No Print.
Adding a New Contact Person 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 Highlight the household or organization for which you wish to process a facility reservation and press Enter or
click Select. You will proceed to the Facility Reservations screen.
3 Enter the appropriate facility in the Facility field.
4 Enter the appropriate beginning and ending reservation dates in the From and To fields.
5 Enter the appropriate reservation times in the Start and End fields.
6 Click Add Info to proceed to the Additional Information screen.
7 Click New Contact, and enter the new contact’s information.
8 Click OK. You will return to the Facility Reservations screen.
9 Click Select to add the reservation to the Current Transaction Listing browser box.
10 Click Payment to process the reservation(s) listed in the Current Transaction Listing browser box. You will
proceed to the Payment Update screen.
11 In the Pay Amt field, enter the current amount begin paid by the household. Press F1 for field-level Help as
needed.
12 Click Print or No Print.
Posting Headcount Figures to a Facility
To post headcount figures to facilities, you can use either of the following programs:
• Auto Facility Attendance Post
• Facility Attendance Post
To use the Auto Facility Attendance program:
The Auto Facility Attendance program allows you to automatically post the facility reservation headcount
figures that you added on the Facility Reservations screen or that you updated in the Facility (or Global)
Cancel/Change program. The Auto Facility Attendance program allows you to automatically post these
headcount figures to a selected range of facilities for a specified range of dates.
Vermont Systems, Inc. 177 06/09/08