RecTrac 10.1 Reference Guide

RecTrac 10.1 Reference Guide
Auto Canceling Facility Reservations
1 Go to Daily � Facility � Facility Reservation Auto Cancel.
2 Choose whether you want to cancel reservations of the following types: Hold, Tentative, or Both hold and
tentative.
3 Choose whether you want use Days Before Reservation or Days After Log Date as the selection criteria.
4 Select whether you want to print a journal only, process your selections and print a journal, or process your
selections only.
5 Enter the number of days (either before the reservation date or after the reservation log/entry date, depending on
the option you chose above) to set as the cutoff date for processing cancellations.
6 Enter the interval, in days, at which you run this program.
7 Enter the surcharge you want to add to the reservations you cancel.
8 Enter the bill code for the surcharge.
9 Enter the cancellation reason you want to add to the cancellation records you create.
10 Enter a cancellation code you want to attach to the cancellation records you create.
11 Click OK to process the cancellations on the selected reservations.
12 Click Exit to return to the Main Menu.
Pass or Pass Type Procedures
Changing a Range of Pass Membership and/or Expiration Dates
The Pass Membership Date Change program allows you to either change selected pass
members’ expiration or membership dates or extend the selected pass members’ expiration
dates.
1 Go to Utilities � Pass � Pass Membership Date Change.
2 In the Individual Selections browser, select that pass type(s) for which you wish to change membership and/or
expiration dates.
OR
In the Beg Type and End Type fields, enter or select the range of pass types for which you wish to change either
the membership or expiration date.
OR
Enter a pass type wildcard.
Then, choose whether you want to use the range plus browser or just the browser selections.
3 In the Beg Membership Date and End Membership Date fields, enter or select the range of pass membership
dates for which you wish to change either the membership or expiration date.
4 In the Pass Range fields, enter or select the range of pass numbers for which you wish to change either the
membership or expiration date.
5 Select the pass status(es) you want to include.
6 Select whether you want to enter a New Expiration Date, New Membership Date, Extend the Expiration Date,
or Reduce the Expiration Date of the selected passes.
7 In the New Date field, enter or select a new expiration date or a new membership date (depending on your
selection above).
8 If you selected to Extend the Expiration Date, enter the number of days that you wish to extend this date in the
Extend Day field.
9 Click Process.
10 When the date change process is complete, click Exit.
Vermont Systems, Inc. 415 06/09/08