RecTrac 10.1 Reference Guide

Reference Guide RecTrac 10.1
View the Pass Details
To view the pass details during the pass registration, renewal or transfer process:
1 Select the family member and pass type for which you are processing the registration, renewal or transfer.
2 In the Pass Selection frame, click Details.
3 You will proceed to the Pass Type Details screen where you can view the selected activity’s details.
4 Click Next to view more details for this pass.
5 Click Exit to return to the Pass Registration, Renewal, or Transfer screen when you are done viewing.
Adding Additional Information During the
Registration/Renewal/Transfer
Manually Entering a Pass Number During the Pass Registration
Process
This feature is primarily designed for those organizations that have pre-numbered passes.
The following steps assume that you have deselected the Auto Assign Pass Numb? option in
Static Parameters - A/R & P/M screen.
1 Click the Pass Registration hot button.
OR
Go to Daily � Pass � Pass Registrations. You will proceed to the Pass Management Household Selection
screen.
2 Type the household name for which you wish to register for a pass and press Enter. You will proceed to the
Household Listing screen.
3 Highlight the applicable household or family member and press Enter or click Select. You will proceed to the
Pass Registrations screen.
4 Select the family member and pass type for which you are processing the registration.
5 In the Pass No field, enter the pass number.
Note: You must have the Auto Assign Pass Numb? option de-selected on the A/R & P/M screen in Static
Parameters Maintenance (Files�System�Paremeter Codes Maintenace), in order for this field to be available.
6 Process the pass registration as usual.
Changing the Max Number of Visits for a Punch Pass During the Pass
Registration or Renewal Process
1 Proceed to the Pass Registration or Pass Renewals screen.
Note: This option does not apply to pass transfers.
2 Select the family member and pass type for which you are processing the registration or renewal.
3 In the Max Vst field, enter the new number of visits.
4 Process the registration or renewal as usual.
Changing the Number of Pass Membership Months During the Pass
Registration or Renewal Process
1 Proceed to the Pass Registrations or Pass Renewals screen.
2 Select the family member and pass type for which you are processing the registration or renewal.
3 In the Months field, enter the new number of months.
For non-prorated pass types: The Exp Date field will automatically update. To update the
fees for a non-prorated pass type membership, click the Fees and manually change the fees
on the Fees Update screen.
6/9/2008 186 Vermont Systems, Inc.