RecTrac 10.1 Reference Guide

RecTrac 10.1 Reference Guide
Court Daily Work
Making Reservations
Processing Reservations for Courts
These instructions list the minimum information required to process a Court Reservation for a
single Household. Press F1 for field-level Help and more detailed information as needed.
1 Go to Daily � Court � Court Reservations.
OR
Click the Court Reservations hot button
OR
Click the Global Sales hot button
OR
Go to Daily � Global � Global Sales
2 In the Lookup field, type all or part of the household name for which you wish to process a court reservation 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 a court reservation and press Enter or
click Select. You will proceed to the Court Reservations screen.
OR
If Using Global Sales, highlight the household or family member for whom you wish to process the reservation
and click Select. Then click the Court Reservations button located at the bottom of the screen to proceed to the
Court Reservations screen.
4 In the Court ID field, enter the court ID for which you are making the reservation, or right-click or press F9 from
within the field to select the court from the Court Listing browser.
Note You can select multiple courts if the individual wants to sign up for more than one. Once in the Court Listing
browser, hold the key down and use the mouse to select the desired courts. Click Select when done and
the Court ID field will display ‘Multi.’
Any comments associated with the Court will appear in the browser box once you have one selected. To remove
these from view, click Hide Notes, which is located on the right-hand side of the screen.
5 Enter any applicable Headcount.
6 Enter an applicable Date Range. If this is a multi-day reservation over non-sequential days, you will need to
toggle the appropriate days of the week as well.
7 Enter an applicable Time Range.
8 Type any Rsv'n Notes (reservation notes) regarding the reservation purpose, if applicable.
These notes will print on the reservation receipt and on selected reports.
9 Click Select to add each court slot reservation to the Current Transaction Listing browser box. If one or more
reservation conflicts exist, you will proceed to the Court Reservation Conflict Detail screen. Once all conflicts are
resolved, click Reserve to return to the Court Reservations screen, where all reservations without conflicts will
automatically be added to the Current Transaction Listing browser box.
Note: The Update button removes the Reservation from the browser and places it back in at the top of the
screen, allowing you to edit information entered in Steps 5 - 8 above. The Remove button removes the
Reservation from the transaction completely.
10 Click Payment to process the registration(s) listed in the Current Transaction Listing browser box. You will
proceed to the Court (or Global) Payment Update screen.
11 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 enrollment.
Vermont Systems, Inc. 235 06/09/08