RecTrac 10.1 Reference Guide

RecTrac 10.1 Reference Guide
Chapter 11: Changing System or User Settings/Defaults
Household Settings
Manually Assigning Household ID Numbers
1 Go to Files � System � Device Maintenance � Printer/Device Maintenance.
2 Select the Household device linked to the currently logged in user/menu group/workstation/defaults.
3 Click Change.
4 DE-select the Auto Assign H/H # option.
5 Click Done to save your changes.
6 Click Exit to return to the Main Menu.
Changing Phone Number Format
1 Go to Files � System � Device Maintenance � Printer/Device Maintenance.
2 Select the Static-Parameters device linked to the currently logged in user/menu group/workstation/defaults.
3 Click Change.
4 In the Phone Format field, select the option that describes how you want to enter and display phone numbers.
5 Click Done to save your changes and return to the Main Menu.
Changing Default Area Codes
1 Go to Files � System � Device Maintenance � Printer/Device Maintenance.
2 Select the Household device linked to the currently logged in user/menu group/workstation/defaults.
3 Click Change. Click Next.
4 Enter the area codes that you wish to be used as the default home, work, and emergency phone numbers,
respectively.
5 Click Done to save your changes and return to the Main Menu.
Changing the User Defined Household Fields on the Household
Maintenance: Misc Info Screen
1 Go to Files � System � Parameter Codes Maintenance � Static Parameter Maintenance - Core Info screen.
2 In the H/H Fld #1 and/or H/H Fld #2 fields, enter the new user defined household field descriptions.
For example, Insurance Company.
3 If you want the user-defined fields to have a drop-down list, type the entries you want on that list separated by a
comma in the Val Values fields. Leave these fields blank to make them "fill in the blank" format
4 Click Done to save your changes and return to the Main Menu.
Changing the Household ID Number Swipe Format
1 Go to Files � System � Device Maintenance � Printer/Device Maintenance.
2 Select the ID Swipe device linked to the currently logged in user/menu group/workstation/defaults.
3 Click Change.
4 In the Swipe Type field, select the new swipe type.
5 In the Swipe Option field, select the new swipe type.
6 In the Start H/H ID Pos field, enter the starting position in the bar code for the household ID number.
7 In the H/H ID Length field, enter the length of the household ID number.
8 In the Beg F'Memb Pos field, enter the starting position in the bar code for the family member number.
Vermont Systems, Inc. 509 06/09/08