RecTrac 10.1 Reference Guide

RecTrac 10.1 Reference Guide
OR
In the Beg Type and End Type fields, enter or select the range of pass types for which you wish to update linked
fee codes.
OR
Enter a pass type wildcard.
Then, choose whether you want to use the range plus browser or just the browser selections.
6 Select whether you wish to include Residents Only, Non-Residents Only, or Both Residents and Non-
Residents in the fee code update process.
7 Select the Only Include Selected Pass Type Holders option if you want your VALID PASS and INVALID/NO
PASS selections on the Details screen to apply only to pass members of the types you select in the range and/or
browser.
DE-select the Only Include Selected Pass Type Holders option if you want your INVALID/NO PASS selections
on the Details screen to pass members all types you select in the range and/or browser.
8 Click Details>>. You will continue to the Pass Member Fee Code Update - Details screen.
9 Select whether you wish to update fee codes linked to passes with a status of: Active, Lost, Future, New,
Revoked, Expired, Suspended, and/or Cancelled.
10 Use the VALID PASS dual selection list to add or remove fee codes from the Add column until it reflects all of the
fee codes that you wish to add to the selected valid pass types. If the family member records selected are not
linked to one of the pass types selected above these fee codes will be removed from the family member records.
Note: If you selected the Link Fee Codes to Household option in step 4, the system will look
only to see if a family member within a household is linked to at least one of the selected pass
type records and will apply the dual selection lists selections based on the result for the
household.
11 Use the INVALID/NO PASS dual selection list to add or remove fee codes from the Add column until it reflects all
of the fee codes that you wish to add to the selected invalid/no pass households. If the family member records
selected are not linked to one of the pass types selected above these fee codes will be added to the family
member records.
Note: If you selected the Link Fee Codes to Household option in step 4, the system will look
only to see if a family member within a household is linked to at least one of the selected pass
type records and will apply the dual selection lists selections based on the result for the
household.
12 Click Process.
13 A question box will display explaining what will happen based on your selections. Review the contents of this
message and click Yes.
14 When the process is complete, a message box will display. Click OK.
15 Repeat steps 2–14 for each range of family members for which you wish to update linked fee codes.
16 Click Exit.
Changing the Pass Status Based on a Minimum Pass Balance
1 Go to Period End � Pass � Pass Member Status Update.
2 Select the Suspend or Revoke Passes With A Balance option.
3 Enter the minimum pass balance required to change the selected pass members’ status.
4 Click the down arrow to select the status to which you wish to change selected pass member records based on
their pass member balances.
4 Enter or select the to and from date for the status change(s) you want to make.
5 Click Process.
6 Click Exit.
Vermont Systems, Inc. 419 06/09/08