RecTrac 10.1 Reference Guide

Reference Guide RecTrac 10.1
Transferring a Child Out of CYS Care
1 Go to Period End � Activity � Activity Roster Maintenance � Roster Transfer to History (Indiv).
2 In the Lookup field, type all or part of the household’s last name and press the Enter key OR leave the field
blank and press the Enter key. You will proceed to the Household Listing screen.
3 Highlight the household of the family member that you wish to transfer out of a CYS class.
Quick Tip: Type the first few letters of the last name for which you are searching to proceed to the household(s)
that start with those letters.
4 Click Select. You will continue to the Roster Transfer to History (Individual) screen.
Note: If the child is currently only enrolled in one class you will be prompted with a message
asking if you if you want to transfer the selected child from this class. Click Yes.
5 Highlight the activity roster record for the enrollment that the child is transferring out of.
6 Click Transfer. Click Yes. Click OK.
7 Click Exit. You will return to the Main Menu.
Personal Trainer Daily Work
Processing a Personal Trainer Reservation
The following steps assume that you have already generated you personal trainer reservation
slots using the Trainer Time Slot Generator program.
Note: The Do NOT reserve a facility with P/T reservations option in your linked Daily
Processing device controls whether or not RecTrac will check for facility conflicts when you make
a personal trainer reservation.
1 Go to Daily � PT � Trainer Reservations. You will proceed to the Personal Trainer Reservations Household
Selection screen.
2 Type the last name of the household for which you wish to process a trainer reservation and press the Enter key.
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
Personal Trainer Reservations screen.
4 In the Family Member Selection browser box, highlight the family member for whom you wish to process the
personal trainer reservation
See Also: Quick Tip for getting around the Browser Box
5 In the Trainer field, right-click or press the F9 key to select the appropriate trainer from the picklist.
AND/OR
In the Purpose field, right-click or press the F9 key to select the appropriate qualifications from the picklist.
6 In the From and To fields, enter the beginning and ending personal trainer reservation dates or press the F9 key
or right-click from within the field to select the dates from the calendar.
7 In the Start and End fields, enter the starting and ending reservation times.
8 Click Select to proceed to the Trainer Time Slots screen. Select the slot(s) you want to reserve. (Hint: To select
more than one slot, hold down the Control key.)
9 Click Select to add this Personal Trainer reservation to the Current Transaction Listing browser box.
Note: If there is more than one option (slot) available for your selected criteria you will be
prompted to make a selection from the available options browser box.
10 Repeat steps 4–9 as necessary.
11 Click Payment to process the personal trainer reservation(s) listed in the Current Transaction Listing browser
box. You will proceed to the Personal Trainer Payment Update screen.
12 In the New Amt Paid field, enter the amount being paid by the household. Press F1 for field-level Help as
needed.
13 Click Print to continue to the Output Selection screen where you may elect to preview and/or print the resulting
receipt.
6/9/2008 282 Vermont Systems, Inc.