RecTrac 10.1 Reference Guide

Reference Guide RecTrac 10.1
5 Highlight the family member whom you wish to set up as a Wellness Incentive program participant. Click
Change.
6 Go to the User Code Dual Selection list on the right hand side of your screen. Highlight the appropriate wellness
user code in the Available column and click Add>>.
7 Click Done to save your change and return to the Family Member Listing screen.
8 Click Exit to return to the Main Menu.
Necessary Set Up Before Running Wellness Statement Reports
Before running the Wellness Statement Reports or Export, there are a few setup steps which
must be completed in order for the report to generate the correct output. Complete the following
steps before running the Wellness Statement Reports or Export.
Step 1: Set Up specific Wellness Program User Codes
Step 2: Link Wellness User Codes to Family Members
Step 3: Add Credit Amounts to Wellness Activity Classes
Step 4: Register Family Members in Wellness Activity Classes
Step 5: Set up Wellness Report Criteria
Post Card Confirmation Overview
To print post card confirmations for activity enrollments, complete the following steps:
1 Go to Files � System � Other Maintenance � Letter/Waiver/Rules Maintenance.
2 Click Add.
3 Select Labels/Letters as the Type.
4 Enter a Letter ID. Click Next. Enter a Description, and select the font size you want to use. Fill in all other fields
or press F1 for field-level Help as necessary.
5 Click Next to advance to the Letter Body screen.
6 In the text editor on the Letter Body screen, enter the text that you want to appear on your Post Card
Confirmations. Integrate into your letter body as many of the following key fields as you wish. You must insert the
key fields as (include brackets and capital letters).
Time-Saving Note: You can automatically insert fields into the letter body by right-clicking in the letter body at
the spot you want to insert them and navigating through the pop-up menu.
Click here to view a Sample Post Card Confirmation Letter Body
7 Click Next or Done or Test Print when you are finished typing in your letter body.
8 Click Exit to return to the Main Menu.
9 To print the Post Cards, load your post card stock into your printer.
10 Go to Reports � Activity � Labels/Letters � Post Card Confirmations.
11 Complete the selection criteria.
12 Click Print. You will continue to the RecTrac Labels & Letters Options screen.
13 Select the Process Letters option. Click Letter Options. You will continue to the RecTrac Letter Option Update
screen.
14 In the Letter ID field, press the F9 key or right-click from within the field to choose the Letter ID that you created
in steps 1–7 above. Fill in all other fields or press F1 for field-level Help as necessary.
15 Click