RecTrac 10.1 Reference Guide

RecTrac 10.1 Reference Guide
2 Click Add. You will continue to the Address Core Information screen.
3 Enter an Address Code consisting of twelve or fewer alphanumeric characters. Click Next.
4 Select whether customers who reside in this address code are considered residents or non-residents by your
organization.
5 Enter the City for this address code.
6 Enter the two character State abbreviation for this address code.
7 Enter the Zip Code for this address code.
8 Click Done.
9 Repeat steps 2–8 for each address code that you wish to create.
10 Click Exit.
Creating an Allowance or Restriction Record
The Restrictions/Allowances Group Maintenance Program allows you to designate times that
either tran codes or pass types are valid or invalid, or instructors/trainers are allowed or not
allowed to be reserved. This program replaces the time range restrictions that used to reside on
the tran code and pass type core information screens.
• For pass type restrictions/allowances, go to Files � Pass � Pass Restrictions/Allowances. Press F1 for
screen-level Help as necessary.
• For tran code restrictions/allowances, go to Files � POS � TC Restrictions/Allowances. Press F1 for screenlevel
Help as necessary.
• For instructor/trainer restrictions/allowances, go to Files � Activity � Instructor Restrictions/Allowances or Files
� PT � Trainer Restrictions/Allowances. Press F1 for screen-level Help as necessary.
Adding Credit Amounts to Wellness Activities
1 Go to Files � Activity � Activity Maintenance.
2 Highlight the activity for which you wish to add wellness credits.
3 Click Change to continue to the Activity Class Maintenance Core Information screen.
4 In the Credits Given to Each Participant field, enter the applicable number of credits.
Note: This field is used in calculations performed when running either the Wellness Statements
Report or the Wellness Report/Export.
5 Click Done to save your change and return to the Activity File Maintenance screen.
6 Click Exit.
Registering Family Members in Wellness Activity Classes
1 Click the Activity Registration hot button.
OR
Go to Daily � Activity � Activity Registrations.
You will proceed to the Activity Registration Household Selection screen.
2 In the Lookup field, type all of part of the wellness household name for which you wish to process activity
enrollments and press the Enter key
OR
Enter the household ID number, the primary guardian’s home phone number, the primary guardian’s work phone
number or the family member’s name and click the appropriate lookup button. You will proceed to the Household
or Family Member Listing screen, depending on the lookup option selected on the previous screen.
3 Highlight the household or family member for whom you wish to process wellness activity enrollments and press
Enter or click Select. You will proceed to the Activity Registrations screen.
4 In the Family Member Selection Browser Box, highlight the family member for whom you wish to process
wellness activity enrollment(s).
5 In the Actv No field, select the wellness activity/section for which you are registering the selected family member.
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