RecTrac 10.1 Reference Guide

Reference Guide RecTrac 10.1
2 In the New Installment Billing Start Date field, enter or select the date on which you want to begin installment
billing.
3 In the New Installment Billing Expiration Date field, enter or select the date on which you want the installment
billing cycle to expire.
4 Select the frequency that you wish to apply to all installment bills at the bill and activity level. If you select to apply
the frequency at the bill level, RecTrac will apply your changes to all of the affected installment bill records. If you
select to apply the frequency at the activity level, RecTrac will change the frequency selection on the Activity –
CYMS Information screen and will ensure that future registrations in the class are set up with the proper billing
frequency.
5 Click Process.
6 Click Exit when the date change utility has finished running.
Correct Fields are Not Displayed on the Household/Family Member
Maintenance Screens
1 Go to Files � System � Users/Menus Maintenance � Security Maintenance.
2 Enter the master password. Click OK.
3 Highlight the user for whom the screens are displaying incorrectly. Click Change.
4 Select the CYS User option.
5 Click Done.
6 Repeat steps 3–5 for every user that is experiencing the display problem during Household/Family Member
Maintenance.
7 Click Exit.
Correct Information Does Not Display on the Patron Self Registration -
Information Screen
If an incorrect document is displayed:
1 Edit the Location device linked to the user ID that you use on the workstation that displays the Patron Self
Registration screens.
2 Find and record the location listed in the Misc CYS Loc field. This location contains the documents that you wish
to display during the Patron Self Registration - Information Viewing process.
For example, c:\vsi\rectrac\cymsmisc\.
3 In Windows Explorer, go to the location designated in the Misc CYS Loc field.
4 Check to make sure that the correct document is saved in this location. If this document is incorrect, locate the
good copy and paste it over the incorrect copy.
If no document is displayed:
1 Edit the Location device linked to the user ID that you use on the workstation that displays the Patron Self
Registration screens.
2 Find and record the location listed in the Misc CYS Loc field. This location contains the documents that you wish
to display during the Patron Self Registration - Information Viewing process.
For example, c:\vsi\rectrac\cymsmisc\.
3 If this entry was correct, in Windows Explorer, go to the location designated in the Misc CYS Loc field.
4 Check to make sure that the document exists in this location. If this document is not listed in the directory, locate
the correct document and paste it into this directory.
CYS Hourly Care Fees are Incorrect
Hourly care fees are determined on the Pass Type Maintenance - CYS screen. To check your
current hourly care fee settings:
1 Go to Files � Pass Type Maintenance.
2 Highlight the Pass Type for which you wish to check the hourly care fees.
6/9/2008 448 Vermont Systems, Inc.