RecTrac 10.1 Reference Guide

RecTrac 10.1 Reference Guide
Note: Any comments associated with the Trip will appear in the browser box once you have it in the
Trip ID field. To remove these from view, click Hide Notes, which is located on the right-hand side of
the screen.
Any question group associated with the Trip will appear at this time.
To view the selected locker room’s details, click Details located beneath the LockNo field.
See Also: Setting Up RecTrac to Base Locker Fees on Answers to Locker Questions
12 Repeat Steps 4–11 as necessary.
13 When you have finished registering family members, click Payment. You will continue to the Locker Payment
Update screen.
14 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.
Note: If you are using Global Sales, you can process transactions for this Household from other
modules before clicking the Payment button by clicking any of the module buttons listed at the
bottom of the screen, such as Rental Reservations, Pass Renewal and etc…
Renewing a Locker Rental
1 Go to Daily � Lock � Locker Renewals.
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 Enter the household or organization for which you wish to process a locker renewal and press Enter or click
Select. You will proceed to the Household Listing screen.
3 Highlight the household or organization and press Enter or click Select. You will proceed to the Locker Renewal
Processing screen.
OR
If Using Global Sales, highlight the household or family member for whom you wish to process the rental and
click Select. Then click the Locker Renewals button located at the bottom of the screen to proceed to the
Locker Renewal Processing screen.
4 The locker(s) currently rented to the selected family member will be listed in the browser box. Select the locker you
wish to renew.
5 In the From and To fields, enter the correct beginning and ending locker renewal dates
OR
Press the F9 key from within the field to select the dates from the calendar.
Note: These fields will auto-fill if established default settings for locker rentals in Locker Room Maintenance.
6 If a lock has been linked to the selected locker, that lock number will display in the Lock No field.
OR
If you wish to link a lock to this locker renewal at this time, press the F9 key or right-click in the Lock No field to
select the applicable lock from the picklist.
6 Click Select to add this locker renewal to the Current Transaction Listing browser box.
Note: Any comments associated with the Trip will appear in the browser box once you have it in the
Trip ID field. To remove these from view, click Hide Notes, which is located on the right-hand side of
the screen.
Any question group associated with the Trip will appear at this time.
To view the selected locker room’s details, click Details located beneath the LockNo field.
See Also: Linking a Question Group to a Locker Room
See Also: Setting Up RecTrac to Base Locker Fees on Answers to Locker Questions
7 Repeat Steps 2–6 as needed.
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