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RecTrac 10.1 Reference Guide

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<strong>Reference</strong> <strong>Guide</strong> <strong>RecTrac</strong> <strong>10.1</strong><br />

8 Enter a range of pass types that you would like to import.<br />

9 Enter or select a range of menu groups to import.<br />

10 Enter or select a range of drawers that you would like to include.<br />

11 Enter or select a range of IDs that you want to include.<br />

12 Click More Details to continue to the Pass Off-Line Batch Processing - Details screen.<br />

13 On the Details screen, enter a range of membership dates that you would like to include.<br />

14 If you want to update a specific facility, enter the facility type/location/ID to update.<br />

15 Select the Copy Photos During Server Export or Local Import? option to include captured photos in the export<br />

or import.<br />

16 Enter the path to the source location for the photo files.<br />

17 Enter the path to the destination location for the photo files.<br />

18 Click Process to begin the import/export process.<br />

19 Click Exit to return to the Main Menu.<br />

Fixing Visit History Records With Invalid Linked Pass Types<br />

Run the Visit History Missing Pass Type Fix program (Utilities � Pass � Pass Visit Utilities).<br />

Press F1 for field-level Help as needed.<br />

Changing the Residency Status of Family Members with a Selected<br />

Pass<br />

The Pass Member Residency Utility program changes the residency status of each family<br />

member with a pass in the selected pass range. If the pass is valid on the selected valid pass<br />

date, the residency status is set to Resident (or equivalent). If the pass is not valid on the selected<br />

valid pass date, the residency status is set to Non-Resident (or equivalent). Family members with<br />

no pass in the selected range will be skipped.<br />

To run the Pass Member Residency Utility: (Utilities � Pass � Pass Member Residency Utility).<br />

Press F1 for field-level Help as needed.<br />

Adding a GL Record to a Pass Visit<br />

This utility will identify visits that were not assigned a G/L record during the initial swipe-in process<br />

w and fix them based on the Location defined in the Visit device linked to the user that is running<br />

this program. This program runs without any user input other than the initial verification that you<br />

want to run the utility.<br />

Note: The Visit Fees Maintenance screens must be corrected first.<br />

1 Go to Utilities � Pass � Pass Visit GL Fix by Location<br />

2 Click Yes.<br />

League Scheduling Procedures<br />

Linking a Household to Orphaned League Facility Reservations<br />

This program would be run in a situation in which a league’s facility reservations exist but are not<br />

attached to a household. This program will find these unlinked reservations and attach them to<br />

the <strong>RecTrac</strong> internal household.<br />

6/9/2008 422 Vermont Systems, Inc.

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