RecTrac 10.1 Reference Guide

Reference Guide RecTrac 10.1
9 In the F'Memb Length field, enter the length of the family member number.
10 Press F1 for field-level Help as needed.
11 Click Done to save your changes and return to the Device Maintenance screen.
12 Click Exit to return to the Main Menu.
Activity/Instructor Settings
Enabling the System to Track Registration Referral Codes
Referral codes allow you to track how an enrollee learned about an activity or pass enrollment, so
that you may better track the effectiveness of your advertising dollars.
1 Go to Files � System � Device Maintenance � Printer/Device Maintenance.
2 Select the Daily Processing device linked to the currently logged in user/menu group/workstation/defaults.
3 Click Change.
4 Select the Track AR/PM Reg/Ref Src field.
5 Click Done and Exit to save your changes and return to the Main Menu.
6 Go to Files � System � Other Maintenance � User Code Maintenance.
7 Click Add. You will proceed to the User Codes Core Information screen.
8 In the Code Type field, select Reg/Ref.
9 Enter the user code, consisting of five or fewer alphanumeric characters.
10 Click Next. Enter the Description.
11 Click Done.
12 Repeat steps 6–11 for as many registration referral user codes as you wish to create.
13 Click Exit to return to the Main Menu.
When you process an Activity Registration, you may link a referral code to the enrollee’s
registration by clicking the Roster Note button on the Activity Registrations screen.
Changing the Default Overtime Factor for Instructor Hourly Pay
1 Go to Files � System � Parameter Codes Maintenance � Static Parameter Maintenance - A/R & P/M screen.
2 In the A/R Default Inst Pay OT Factor field, enter the appropriate overtime factor.
3 Click Done to save your changes and return to the Main Menu.
Pass Settings
Manually Adding Pass Numbers
1 Go to Files � System � Parameter Codes Maintenance � Static Parameter Maintenance - A/R & P/M screen.
2 DE-select the Auto Assign Pass Numb option.
3 Click Done to save your changes and return to the Main Menu.
Changing a User's Daily Visit Pass Type Setting
1 Go to Files � System � Device Maintenance � Printer/Device Maintenance.
2 Select the Visit device linked to the currently logged in user/menu group/workstation/defaults.
3 Click Change.
4 Click Next.
5 Use the Daily dual selection list to enter the appropriate pass type(s). Press F1 for field-level Help as needed.
6 Click Done to save your changes and return to the Device Maintenance screen.
7 Click Exit to return to the Main Menu.
6/9/2008 510 Vermont Systems, Inc.