RecTrac 10.1 Reference Guide

Reference Guide RecTrac 10.1
Converting Pass Types from Old to New
The Pass Type Conversion program allows you to convert a pass type from one pass type code
to another. The program creates the new pass type if it does not already exist or it merges the old
pass type with a selected existing pass type (see the Processing Option field description below).
This program also converts all pass holders associated with the old pass type so that they hold
pass type memberships for the new pass type.
1 Go to Utilities � Pass � Pass Type Conversion.
2 In the Old Pass Type field, enter or select the old pass type that you are converting from.
3 In the New Pass Type field, enter or select the new pass type that you are converting to.
4 In the Processing Option field, select New Pass Type if you are converting your old pass type into a brand new
pass type that does not yet exist in your database.
OR
Select Merge Pass Type if you are merging your old pass type with an existing pass type from your database.
5 Select the Delete OLD Pass Type After Conversion option if you want to delete the old pass type after the
conversion is complete.
6 Select whether you want to convert pass types for Residents, Non-Residents, or Both.
7 Click Process. A message box will display that will explain what is about to happen. Click Yes to confirm your
selections.
8 When the conversion is complete, a message box will display. Click OK.
9 Repeat steps 2–8 for each pass type that you wish to convert.
10 Click Exit.
Converting a Pass Number
The Pass Conversion program converts and existing pass to a new pass number. It converts all
visit and financial history from the old pass number to the new pass number.
1 Go to Utilities � Pass � Pass Number Conversion.
2 In the Old Pass Number field, enter or select the old pass number that you are converting from.
3 In the New Pass Number field, enter the new pass number that you are converting to.
4 Click Process. A message box will display that will explain what is about to happen. Click Yes to confirm your
selections.
5 When the conversion is complete, a message box will display. Click OK.
6 Click Exit.
Importing Pass Visits from a Remote Site
The Pass Visit Import program allows you to import pass visit counts for visits that were recorded
using a hand-held device, scanner, the PerForm program, or another site’s RecTrac database.
Refer to the Processing Option field below for more information on what statistics are updated
during the import process.
For example, one of your pass visit locations doesn’t have the RecTrac program on site, and
instead uses a hand-held device through which pass holders swipe their passes. These visits are
temporarily stored on the hand-held device. This device then generates a file of the pass visits.
You would use this program to import the pass visit file into the RecTrac database.
1 Go to Utilities � Pass � Pass Visit Utilties � Pass Visit Import
2 In the Processing Option field, select one of the following options:
M3000 Handheld – If you are importing pass member pass type visit counts from a file created by an M3000
Handheld device.
Hand Scanner – If you are importing pass member pass type visit counts from a file created by a Hand Scanner.
Marc Card – If you are importing pass type visit counts from a Marc Card file.
PerForm – If you are importing or exporting pass type visit counts from a file created by PerForm.
6/9/2008 416 Vermont Systems, Inc.