RecTrac 10.1 Reference Guide

Reference Guide RecTrac 10.1
Pass Daily Work
Processing Pass Registrations, Renewals and Transfers
Selling a Pass Membership
Note: If you are a CYS User and are selling a CY-CHILD or CY-SAS pass type, remember to also
sell a CY-MZZ pass type to those pass holders. If you do not sell a youth pass to a youth you
must sell that youth a CY-MZZ pass type.
1 Click the Pass Registration hot button.
OR
Go to Daily � Pass � Pass Registrations. You will proceed to the Pass Management Household Selection
screen.
OR
Click the Global Sales hot button
OR
Go to Daily � Global � Global Sales. You will proceed to the Global Sales Household Selection screen.
2 In the Lookup field, type all or part of the household name for which you wish to process a pass membership 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 the membership and press Enter or click
Select. You will proceed to the Pass Registrations screen.
OR
If Using Global Sales, highlight the household or family member for whom you wish to process the registration
and click Select. Then click the Pass Registrations button located at the bottom of the screen to proceed to the
Pass Registrations screen.
4 In the Family Member Selection browser box, located in the upper left-hand corner of the screen, highlight the
family member for whom you wish to process the pass registration.
Note: The Update button allows you to edit Family Member information for the selected individual "on the fly."
The New button will allow you to add a new Family Member to the selected Household.
5 In the Type field, right-click or press F9 to select the pass type for which you are registering the selected family
member.
Note You can select multiple passes if the individual wants to sign up for more than one membership. Once in
the Section Listing browser, hold the key down and use the mouse to select the desired passes. Click
Select when done and all passes will move to the Transaction Listing browser box.
You will get a pop-up message allowing you to accept or skip a range of billing methods if the Pass is set up to
allow ACH Withdrawal, Auto-Debit from Credit Card and/or Installment Billing.
Any comments associated with the Pass will appear in the browser box once you have a Pass n in the Type field.
To remove these from view, click Hide Notes, which is located on the right-hand side of the screen.
To view details about the Pass, click Details located beneath the Type field.
6 Click Select to add this pass registration 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 pass, those questions will display at this
time.
7 Repeat Steps 4-6 as needed to register the same Family Member or other Family Members for additional
passes.
Note: The Update button removes the Pass from the browser and places it back in the Type field, allowing you
to edit information entered in Steps 5 and 6 above. The Remove button removes the Pass from the transaction
completely.
8 Click Payment to process the registration(s) listed in the Current Transaction Listing browser box. You will
proceed to the Pass (or Global) Payment Update screen.
6/9/2008 182 Vermont Systems, Inc.