SAProfile_Static_Parameters_Static_Parameters_Help
Table of Contents
The Static Parameters profile defines parameters for numerous settings in RecTrac, such as Date/Time/Time Zone format, Logging/Debugging Settings, Financial Settings, Address, Password parameters, etc….
Making changes to a profile is an Audited Event. Additionally, Linking, Removing, Purging, and Cloning profiles are also Audited Events.
See Also: Topic Doc - RecTrac Profile Assignments Screen, Hierarchy Guide, and Profile Listing.
See Also: Video - Profile Review
Core Information
Begin Fiscal Month (SAProfileDetails_BeginFiscalMonth)
Select the month of the year that corresponds to the beginning of the Fiscal Year at your department.
DeleteG/L Post Option (SAProfileDetails_GLPostOption)
Select your GL Post Option.
- Cash - The Cash option allows you to account for revenue only when payments are made. In a Cash basis of accounting, revenues are reported on the income statement when the cash is received.
- Receivables - The Receivables option allows updates to revenue and unearned income accounts when a transaction is processed, regardless of whether a payment is made. In an Accrual/Receivables basis of accounting, revenues are reported on the income statement when they are earned.
See Also: Cash-Based Accounting vs. Receivables-Based Accounting.
See Also: Topic Doc - Converting from Cash-based Accounting to Receivables or Receivables/Accrual-Based Accounting .
See Also: Topic Doc - Accrual Processing and Examples
DeleteControl Account GL Code (SAProfileDetails_ControlAccountGLCode)
Select your system Control Account GL Code. This is a mandatory field for the default Vermont Systems design. Your Design and setup may vary.
The Control Account is an intermediate account through which money passes when it is transferred for whatever reason (cancellation and refund, program transfers, etc.) and, as such, should always balance to $0.00 provided you are using separate GL Codes for your Control Account and your Refund Apply Account. Vermont Systems recommends using separate GL Codes for these accounts.
Control Account Example
Your Activity Revenue Account is 100001. Your Pass Membership Revenue Account is 300001. Your Control Account is 999999. Lawrence Beasley cancels his enrollment in Writer's Workshop and rather than taking a refund, decides he wants to apply the $50.00 registration fee to his Pass Membership. The GL trail for this transaction would show:
- A $50.00 debit to the Account 100001 for the Activity Cancellation.
- A $50.00 credit to the Control Account 999999 to show the disposition of the debit from AR Revenue.
- A $50.00 debit to the Control Account 999999 to show the money leaving that Account as it transfers to Pass Revenue.
- A $50.00 credit to the Account 300001 for the money being applied to Lawrence Beasley's pass membership.
GL Codes are maintained in GL Code Management.
DeleteRefund Apply Cost Center (SAProfileDetails_RefundApplyCostCenter)
Select a Refund Apply Cost Center Code, if desired. Refunds processed in RecTrac as a "Refund Apply" will post to the GL Code listed here. This is a mandatory field for the default Vermont Systems design. Your design and setup may vary.
The account you select here acts as your System Credit Balance Control Account, as any money refunded back to a household (over and above any money owed) is a credit. Likewise, any pre-payments a household makes would be applied to this account, as those, too, are credits in the system until the money is applied to a balance.
You can use the same GL Account as your Control Account. However, Vermont Systems recommends using a separate GL Code for this purpose.
Cost Center Codes are maintained in Cost Center Management.
DeleteRefund Finance GL Code (SAProfileDetails_RefundFinanceGLCode)
Select a Refund Finance GL Code. Refunds processed in RecTrac as a "Refund Finance" will post to the GL Code listed here. This is a mandatory field for the default Vermont Systems design. Your design and setup may vary.
You can opt to use the same GL Account as your Control Account or select a separate GL Code, if desired.
GL Codes are maintained in GL Code Management.
DeleteRefund Finance Cost Center (SAProfileDetails_RefundFinanceCostCenter)
Select a Refund Finance Cost Center, if desired. Refunds processed in RecTrac as a "Refund Finance" will post to the Cost Center listed here.
You can opt to use the same Cost Center as your Control Account or select a separate Cost Center Code, if desired.
Cost Center Codes are maintained in Cost Center Management.
DeleteRefund Now/Void GL Code (SAProfileDetails_RefundNowGLCode)
Select a Refund Now GL Code. Refunds processed in RecTrac as a "Refund Now" will post to the GL Code listed here. This is a mandatory field for the default Vermont Systems design. Your design and setup may vary.
You can opt to use the same GL Account as your Control Account or select a separate GL Code, if desired.
GL Codes are maintained in GL Code Management.
DeleteRefund Now/Void Cost Center (SAProfileDetails_RefundNowCostCenter)
Select a Refund Now Cost Center, if desired. Refunds processed in RecTrac as a "Refund Now" will post to the Cost Center listed here.
You can opt to use the same Cost Center as your Control Account or select a separate Cost Center Code, if desired.
Cost Center Codes are maintained in Cost Center Management.
DeleteCredit Book GL Code (SAProfileDetails_CreditBookGLCode)
Select a Credit Book GL Code. Credit Book transactions will post to the GL Code listed here. The credit book feature generally is used by private and semi-private golf clubs as a place to track a member's winnings from an internal event, such as a club tournament. The pro shop gives a dollar amount for 1st, 2nd, 3rd place, long drive, closest to the pin, etc., and these winnings are payable as a credit book credit. The member who wins can then use the credit towards a purchase of pro shop inventory.
GL Codes are maintained in GL Code Management.
DeleteCredit Book Cost Center (SAProfileDetails_CreditBookCostCenter)
Select a Credit Book Cost Center. Credit Book transactions will post to the Cost Center listed here. The credit book feature generally is used by private and semi-private golf clubs as a place to track a member's winnings from an internal event, such as a club tournament. The pro shop gives a dollar amount for 1st, 2nd, 3rd place, long drive, closest to the pin, etc., and these winnings are payable as a credit book credit. The member who wins can then use the credit towards a purchase of pro shop inventory.
Cost Center Codes are maintained in Cost Center Management.
DeleteUnearned GL Code (SAProfileDetails_UnearnedGLCode)
Select an Unearned GL Code. Unearned income will post to the GL Code listed here. Unearned GL Accounts typically are part of a Receivables environment and are used to track funds that have been paid toward a service but not accrued.
GL Codes are maintained in GL Code Management.
See Also: Topic Doc - Accrual Processing and Examples
DeleteUnearned Cost Center (SAProfileDetails_UnearnedCostCenter)
Select an Unearned Cost Center Code. Unearned income will post to the Cost Center listed here. Unearned Cost Centers typically are part of a Receivables environment and are used to track funds that have been paid toward a service but not accrued.
Cost Center Codes are maintained in Cost Center Management.
See Also: Topic Doc - Accrual Processing and Examples
DeleteReceivables GL Code (SAProfileDetails_ReceivablesGLCode)
This field is applicable only if your GL Post Option is "Receivables."
Select your Receivables GL Code. Receivables will post to the GL Code listed here. This is a mandatory field for the default Vermont Systems design if using Receivables. Your design and setup may vary.
GL Codes are maintained in GL Code Management.
See Also: Topic Doc - Accrual Processing and Examples
DeleteReceivables Cost Center (SAProfileDetails_ReceivablesCostCenter)
This field is applicable only if your GL Post Option is "Receivables."
Select your Receivables Cost Center Code, if desired. Receivables will post to the Cost Center listed here.
Cost Center Codes are maintained in Cost Center Management.
See Also: Topic Doc - Accrual Processing and Examples
DeleteUnused Gift Certificate GL Code (SAProfileDetails_UnusedGCGLCode)
Select an Unused Gift Certificate GL Code. This field is used only for gift certificates set up to "Require Full Use." When a gift certificate is used as payment and the patron does not use the full amount available, a GL entry will be made to this account for the amount not used.
Gift certificates are maintained in Service Item Management.
See Also: Topic Doc - Gift Certificates.
DeleteUnused Gift Certificate Cost Center (SAProfileDetails_UnusedGCCostCenter)
Select an Unused Gift Certificate Cost Center, if desired. This field is used only for gift certificates set up to "Require Full Use." When a gift certificate is used as payment and the patron does not use the full amount available, an entry will be made to this Cost Center Account for the amount not used.
Gift certificates are maintained in Service Item Management.
See Also: Topic Doc - Gift Certificates.
DeleteAllow Alternate Payee (SAProfileDetails_AllowAlternatePayee)
Select this option to allow clerks to select an Alternate Household from the Payment Screen when completing a transaction in RecTrac. When this option is selected, an Alternate Payee button appears on your Payment Screens. Clerks can click that button to select a different household, if desired. Payment for the items being purchased will post to the alternate household selected by the clerk.
Deselect this button to use standard payment logic only.
DeleteUse Fixed Cost Center for Control Account Entries (SAProfileDetails_UseFixedCCForCA)
Select this option to have the system skip any Wildcard Cost Centers options during a Credit Balance transaction. When this option is selected, the system will use the Cost Center that is applicable to the transaction being processed. For example, if the transaction were a Refund Finance, then the system would use the Cost Center linked to the Refund Finance Cost Center field, as opposed to any Wildcard Cost Center linked to the drawer or the fee..
In the event of an overpayment, the system will use the Refund Apply GL and Cost Center as opposed to any Wildcard Cost Center linked to the drawer or the fee when this option is selected.
Deselect this option to have the system use standard Wildcard Cost Center logic during Credit Balance transactions.
DeleteGL Interface Code (SAProfileDetails_GLInterfaceCode)
Enter the three-digit code for your department's General Ledger Interface in this field, if applicable. The Code you enter here dictates the GL Export file that gets created upon running the General Ledger Interface program.
Custom GL Interface is a billable service. If you are uncertain of your 3-digit code or to obtain a quote, contact Vermont Systems Sales.
DeleteTime Format (SAProfileDetails_TimeFormat)
Choose the example time that best represents how you want time displayed in your database and on reports , receipts, etc.
- 05:45 - 24-hour clock time (i.e. Military Time) with no meridiem indicator.
- 05:45am - 12-hour clock time where the meridiem indicator displays in lower case with no space after the minutes.
- 05:45AM - 12-hour clock time where the meridiem indicator displays in upper case with no space after the minutes.
- 05:45 am - 12-hour clock time where the meridiem indicator displays in lower case with a space after the minutes .
- 05:45 AM - 12-hour clock time where the meridiem indicator displays in upper case with a space after the minutes
Date Format (SAProfileDetails_DateFormat)
Choose the example date that best represents how you want calendar dates displayed in your database and on reports, receipts, etc.
- 12/31/2014 - mm/dd/yyyy, or December 31 2014
- 31/12/2014 - dd/mm/yyyy, or 31 December 2014.
- 2014/12/31 - yyyy/mm/dd, or 2014 December 31.
Phone Format (SAProfileDetails_PhoneFormat)
Choose the example phone format that best represents how you want telephone numbers displayed in your database and on reports, receipts, etc.
- (999)999-9999 - Standard North America phone format.
- 999999999999999 - 15 free-form digit format where spaces and hyphens are not required.
- 99 999 9999 - International format 1.
- 99 9999 9999 - International format 2.
Adjust for Day Light Savings? (SAProfileDetails_DayLightSavings)
Select this option to have the system automatically adjust RecTrac time whenever Daylight Savings Time begins or ends.
Deselect this option if the state or region in which your department resides is exempt from Daylight Savings Time or if you choose not to have your system time adjusted automatically for Daylight Savings Time.
DeleteInclude Stack Trace in error message? (SAProfileDetails_StackTrace)
Select this option to include stack trace information in error messages written to the server.log file. Stack trace is a report of active stack frames at a certain point in time during the running of a program. Stack trace generally stops at the point of the error and is useful in debugging a program.
This option is more useful for AppServer debugging than for WebSpeed debugging.
DeleteVIC Connection Trace Log/Stack Trace (SAProfileDetails_StackTraceVIC)
Select this option to include stack trace information in error messages written to the server.log file. Stack trace is a report of active stack frames at a certain point in time during the running of a program. Stack trace generally stops at the point of the error and is useful in debugging a program.
This option is used for advanced debugging. It should NOT be enabled without specific instruction from Vermont Systems support.
DeleteInclude Message Number in Messages? (SAProfileDetails_MessageNumber)
Select this option to have Message Code Numbers included on all documents printed from a workstation linked to this profile. "Printed documents" include but are not limited to: receipts (40- or 80-column), reports, letters/wiavers, etc.
DeleteKeep Detailed Transaction Records (debug purposes)? (SAProfileDetails_KeepDetailPaymentRecords)
Select this option to have a the system keep detailed (verbose) logs for transactions in Global Sales, WebTrac, SuperGrid, Visit Processing, etc. Logs record every step and process of the transaction and also display system settings and options.
As the label suggests, this is a good troubleshooting option but Vermont Systems recommends leaving this option disabled during normal processing as having it enabled results in the rapid growth of the log due to the volume of messages being written.
DeleteLog File Maintenance Additions? (SAProfileDetails_LogFMAdds)
Select this option to have an Audit Log entry made whenever an addition is made in any File Management program. Entries are made on the server.log file and can be viewed in the Audit Log Inquiry program or printed on the Audit Log Report. Source Type = Maintenance.
For example, adding a new Activity in Activity Management would result in a message being written to the Audit Log with a Source Type of “Maintenance.”
DeleteLog File Maintenance Changes? (SAProfileDetails_LogFMChanges)
Select this option to have an Audit Log entry made whenever a change is made in any File Management program. Entries are made on the server.log file and can be viewed in the Audit Log Inquiry program or printed on the Audit Log Report. Source Type = "Maintenance."
For example, updating maximum count fields on a section in Activity Section Management would result in a message being written to the Audit Log with a Source Type of "Maintenance."
DeleteLog File Maintenance Deletes? (SAProfileDetails_LogFMDeletes)
Select this option to have an Audit Log entry made whenever a delete is made in any File Management program. Entries are made on the server.log file and can be viewed in the Audit Log Inquiry program or printed on the Audit Log Report. Source Type = "Maintenance."
For example, deleting a fee from a section in Activity Section Management would result in a message being written to the Audit Log with a Source Type of "Maintenance.".
DeleteLog Bulk Changes? (SAProfileDetails_LogBulkChanges)
Select this option to have an Audit Log entry made whenever a Bulk Change is made in any File Management program. Entries are made on the server.log file and can be viewed in the Audit Log Inquiry program or printed on the Audit Log Report. Source Type = "BulkChange."
For example, bulk updating in the 'Allow Drop-ins' option for a range of 50 activities in Activity Section Management would result in a message being written to the Audit Log with a Source Type of "BulkChange."
DeleteLog Rule Checking Results? (SAProfileDetails_LogRuleResults)
Select this option to have the system log all rule checks when they are performed in RecTrac during a transaction regardless of success or failure. Log entries are written to your wsrt sever log using checkrules.p: NOTICE
DeleteLog DataBase Activity (Only for Debugging, Not Typically Used) (SAProfileDetails_LogDBActivity)
Select this option to have database activity written to the Audit Log. Generally speaking, you will enable this option only when advised by Vermont Systems Support, as it is for troubleshooting purposes only and keeping it enabled will result in your logs growing in size quickly.
DeleteVerbose SMTP Logging (SAProfileDetails_SMTPDebugging)
Select this option to enable Verbose logging of SMTP email data to the \<X>:\VSI3\Progress\DLC117_wrk\vsi\rectrac\socketemail_mm_dd_yyyy.log.
Leave the option deselected for less logging. Vermont Systems recommends keeping this setting disabled unless you are experiencing email problems via RecTrac and troubleshooting needs to be done.
DeleteWebspeed Real Time Debug Logging? (SAProfileDetails_WebspeedRealTimeDebugging)
Select this option to enable real-time debug logging for WebSpeed. When enabled, debug messages will be written to the webspeed server.log as soon as they are encountered in the code.
Leave this option deselected to have debug messages written to the webpseed.server.log at the end of a request.
This option is used for advanced debugging performance-related issues. It should NOT be enabled without specific instruction from Vermont Systems support.
DeleteWebSpeed Debugging Level (SAProfileDetails_WebspeedDebugLevel)
Select your WebSpeed debug logging level.
- 0 - No Debugging - No logging AT ALL, meaning nothing will get written to the log. The ONE exception to this rule is if Include Stack Trace in Error Message is enabled, those messages (and those only) will be written to the log.
- 1 - Errors Only - Only those messages flagged as "ERROR" or "COMPILE" will be written to the log. "STACK" will show if Stack-Trace is enabled.
- 2 - Errors and Information - Messages flagged as "ERROR," "COMPILE," "DEBUG," and "QUERY" messages will be written to the log.
- 3 - Verbose - There are not restrictions and all messages are written to the log.
AppServer Debugging Level (SAProfileDetails_AppServerDebugLevel)
Select your AppServer debug logging level.
- 0 - No Debugging - No logging AT ALL, meaning nothing will get written to the log. The lone exception to this rule is if Include Stack Trace in Error Message is enabled. Those messages (and those only) will be written to the log.
- 1 - Errors Only - Only those messages flagged as "ERROR" or "COMPILE" will be written to the log. "STACK" will show if Stack-Trace is enabled.
- 2 - Errors and Information - Messages flagged as "ERROR," "COMPILE," "DEBUG," and "QUERY" messages will be written to the log.
- 3 - Verbose - There are no restrictions and all messages are written to the log.
VIC Logging Level (SAProfileDetails_VICDebugLevel)
Select your Vermont Integration Client (VIC) debug logging level.
- 0 - No Debugging - No logging AT ALL, meaning nothing will get written to the log. The ONE exception to this rule is if VIC Connection Trace Log/Stack Trace is enabled, those messages (and those only) will be written to the log.
- 1 - Errors Only - Only those messages flagged as "ERROR" or "COMPILE" will be written to the log. "STACK" will show if Stack-Trace is enabled.
- 2 - Errors and Information - Messages flagged as "ERROR," "COMPILE," "DEBUG," and "QUERY" messages will be written to the log.
- 3 - Verbose (Command Parameters) - There are no restrictions and all messages are written to the log.
- 4 - Extremely Verbose (Ping Commands) - In addition to #3 above, the extremely verbose logs also include the VIC Ping Requests, which are made every 15 seconds.
Activity Accrual Option (SAProfileDetails_ActivityAccrual)
This field is applicable only if the G/L Post Option for your database is set to Receivables and only if you are running Accrual.
Determine how you want Accrual to be processed for items in this Module:
- Through Item Dates - When you process Accrual, funds for items in this Module will move from Unearned Income to Revenue in increments over the length of the item, where a percentage is accrued each time Accrual is run. For example, your Activity runs from 15 May through 15 July. When you process Accrual, funds for this Activity will move from Unearned Income to Revenue in an incremental process, where <x>% is Accrued in May, <x>% is Accrued in June, and <x>% is Accrued in July. This is the standard, default method for accruing items.
- Item Begin Date - When you process Accrual, 100% of the funds for items in this Module will move from Unearned Income to Revenue the first time Accrual is run after the beginning of the Item. For example, your Activity runs from 15 May through 15 July. When you process Accrual for May, 100% of the funds for this Activity will move from Unearned Income to Revenue because the Activity Start Date has passed. When you run Accrual in June and July, no further funds for this Activity will be accrued (unless full payment for the Activity was not made in May).
This is a Module-by-Module choice, meaning you can mix and match how Accrual is processed over your different Modules, if desired.
DeleteFacility Accrual Option (SAProfileDetails_FacilityAccrual)
This field is applicable only if the G/L Post Option for your database is set to Receivables and only if you are running Accrual.
Determine how you want Accrual to be processed for items in this Module:
- Through Item Dates - When you process Accrual, funds for items in this Module will move from Unearned Income to Revenue in increments over the length of the item, where a percentage is accrued each time Accrual is run. For example, your Activity runs from 15 May through 15 July. When you process Accrual, funds for this Activity will move from Unearned Income to Revenue in an incremental process, where <x>% is Accrued in May, <x>% is Accrued in June, and <x>% is Accrued in July. This is the standard, default method for accruing items.
- Item Begin Date - When you process Accrual, 100% of the funds for items in this Module will move from Unearned Income to Revenue the first time Accrual is run after the beginning of the Item. For example, your Activity runs from 15 May through 15 July. When you process Accrual for May, 100% of the funds for this Activity will move from Unearned Income to Revenue because the Activity Start Date has passed. When you run Accrual in June and July, no further funds for this Activity will be accrued (unless full payment for the Activity was not made in May).
This is a Module-by-Module choice, meaning you can mix and match how Accrual is processed over your different Modules, if desired.
DeletePass Accrual Option (SAProfileDetails_PassAccrual)
This field is applicable only if the G/L Post Option for your database is set to Receivables and only if you are running Accrual.
Determine how you want Accrual to be processed for items in this Module:
- Through Item Dates - When you process Accrual, funds for items in this Module will move from Unearned Income to Revenue in increments over the length of the item, where a percentage is accrued each time Accrual is run. For example, your Activity runs from 15 May through 15 July. When you process Accrual, funds for this Activity will move from Unearned Income to Revenue in an incremental process, where <x>% is Accrued in May, <x>% is Accrued in June, and <x>% is Accrued in July. This is the standard, default method for accruing items.
- Item Begin Date - When you process Accrual, 100% of the funds for items in this Module will move from Unearned Income to Revenue the first time Accrual is run after the beginning of the Item. For example, your Activity runs from 15 May through 15 July. When you process Accrual for May, 100% of the funds for this Activity will move from Unearned Income to Revenue because the Activity Start Date has passed. When you run Accrual in June and July, no further funds for this Activity will be accrued (unless full payment for the Activity was not made in May).
This is a Module-by-Module choice, meaning you can mix and match how Accrual is processed over your different Modules, if desired.
DeleteTicket Accrual Option (SAProfileDetails_TicketAccrual)
This field is applicable only if the G/L Post Option for your database is set to Receivables and only if you are running Accrual.
Determine how you want Accrual to be processed for items in this Module:
- Through Item Dates - When you process Accrual, funds for items in this Module will move from Unearned Income to Revenue in increments over the length of the item, where a percentage is accrued each time Accrual is run. For example, your Activity runs from 15 May through 15 July. When you process Accrual, funds for this Activity will move from Unearned Income to Revenue in an incremental process, where <x>% is Accrued in May, <x>% is Accrued in June, and <x>% is Accrued in July. This is the standard, default method for accruing items.
- Item Begin Date - When you process Accrual, 100% of the funds for items in this Module will move from Unearned Income to Revenue the first time Accrual is run after the beginning of the Item. For example, your Activity runs from 15 May through 15 July. When you process Accrual for May, 100% of the funds for this Activity will move from Unearned Income to Revenue because the Activity Start Date has passed. When you run Accrual in June and July, no further funds for this Activity will be accrued (unless full payment for the Activity was not made in May).
This is a Module-by-Module choice, meaning you can mix and match how Accrual is processed over your different Modules, if desired.
DeleteRental Accrual Option (SAProfileDetails_RentalAccrual)
This field is applicable only if the G/L Post Option for your database is set to Receivables and only if you are running Accrual.
Determine how you want Accrual to be processed for items in this Module:
- Through Item Dates - When you process Accrual, funds for items in this Module will move from Unearned Income to Revenue in increments over the length of the item, where a percentage is accrued each time Accrual is run. For example, your Activity runs from 15 May through 15 July. When you process Accrual, funds for this Activity will move from Unearned Income to Revenue in an incremental process, where <x>% is Accrued in May, <x>% is Accrued in June, and <x>% is Accrued in July. This is the standard, default method for accruing items.
- Item Begin Date - When you process Accrual, 100% of the funds for items in this Module will move from Unearned Income to Revenue the first time Accrual is run after the beginning of the Item. For example, your Activity runs from 15 May through 15 July. When you process Accrual for May, 100% of the funds for this Activity will move from Unearned Income to Revenue because the Activity Start Date has passed. When you run Accrual in June and July, no further funds for this Activity will be accrued (unless full payment for the Activity was not made in May).
This is a Module-by-Module choice, meaning you can mix and match how Accrual is processed over your different Modules, if desired.
DeleteLocker Accrual Option (SAProfileDetails_LockerAccrual)
This field is applicable only if the G/L Post Option for your database is set to Receivables and only if you are running Accrual.
Determine how you want Accrual to be processed for items in this Module:
- Through Item Dates - When you process Accrual, funds for items in this Module will move from Unearned Income to Revenue in increments over the length of the item, where a percentage is accrued each time Accrual is run. For example, your Activity runs from 15 May through 15 July. When you process Accrual, funds for this Activity will move from Unearned Income to Revenue in an incremental process, where <x>% is Accrued in May, <x>% is Accrued in June, and <x>% is Accrued in July. This is the standard, default method for accruing items.
- Item Begin Date - When you process Accrual, 100% of the funds for items in this Module will move from Unearned Income to Revenue the first time Accrual is run after the beginning of the Item. For example, your Activity runs from 15 May through 15 July. When you process Accrual for May, 100% of the funds for this Activity will move from Unearned Income to Revenue because the Activity Start Date has passed. When you run Accrual in June and July, no further funds for this Activity will be accrued (unless full payment for the Activity was not made in May).
This is a Module-by-Module choice, meaning you can mix and match how Accrual is processed over your different Modules, if desired.
DeleteTrip Accrual Option (SAProfileDetails_TripAccrual)
This field is applicable only if the G/L Post Option for your database is set to Receivables and only if you are running Accrual.
Determine how you want Accrual to be processed for items in this Module:
- Through Item Dates - When you process Accrual, funds for items in this Module will move from Unearned Income to Revenue in increments over the length of the item, where a percentage is accrued each time Accrual is run. For example, your Activity runs from 15 May through 15 July. When you process Accrual, funds for this Activity will move from Unearned Income to Revenue in an incremental process, where <x>% is Accrued in May, <x>% is Accrued in June, and <x>% is Accrued in July. This is the standard, default method for accruing items.
- Item Begin Date - When you process Accrual, 100% of the funds for items in this Module will move from Unearned Income to Revenue the first time Accrual is run after the beginning of the Item. For example, your Activity runs from 15 May through 15 July. When you process Accrual for May, 100% of the funds for this Activity will move from Unearned Income to Revenue because the Activity Start Date has passed. When you run Accrual in June and July, no further funds for this Activity will be accrued (unless full payment for the Activity was not made in May).
This is a Module-by-Module choice, meaning you can mix and match how Accrual is processed over your different Modules, if desired.
DeleteCourt Accrual Option (SAProfileDetails_CourtAccrual)
This field is applicable only if the G/L Post Option for your database is set to Receivables and only if you are running Accrual.
Determine how you want Accrual to be processed for items in this Module:
- Through Item Dates - When you process Accrual, funds for items in this Module will move from Unearned Income to Revenue in increments over the length of the item, where a percentage is accrued each time Accrual is run. For example, your Activity runs from 15 May through 15 July. When you process Accrual, funds for this Activity will move from Unearned Income to Revenue in an incremental process, where <x>% is Accrued in May, <x>% is Accrued in June, and <x>% is Accrued in July. This is the standard, default method for accruing items.
- Item Begin Date - When you process Accrual, 100% of the funds for items in this Module will move from Unearned Income to Revenue the first time Accrual is run after the beginning of the Item. For example, your Activity runs from 15 May through 15 July. When you process Accrual for May, 100% of the funds for this Activity will move from Unearned Income to Revenue because the Activity Start Date has passed. When you run Accrual in June and July, no further funds for this Activity will be accrued (unless full payment for the Activity was not made in May).
This is a Module-by-Module choice, meaning you can mix and match how Accrual is processed over your different Modules, if desired.
DeleteLeague Accrual Option (SAProfileDetails_LeagueAccrual)
This field is applicable only if the G/L Post Option for your database is set to Receivables and only if you are running Accrual.
Determine how you want Accrual to be processed for items in this Module:
- Through Item Dates - When you process Accrual, funds for items in this Module will move from Unearned Income to Revenue in increments over the length of the item, where a percentage is accrued each time Accrual is run. For example, your Activity runs from 15 May through 15 July. When you process Accrual, funds for this Activity will move from Unearned Income to Revenue in an incremental process, where <x>% is Accrued in May, <x>% is Accrued in June, and <x>% is Accrued in July. This is the standard, default method for accruing items.
- Item Begin Date - When you process Accrual, 100% of the funds for items in this Module will move from Unearned Income to Revenue the first time Accrual is run after the beginning of the Item. For example, your Activity runs from 15 May through 15 July. When you process Accrual for May, 100% of the funds for this Activity will move from Unearned Income to Revenue because the Activity Start Date has passed. When you run Accrual in June and July, no further funds for this Activity will be accrued (unless full payment for the Activity was not made in May).
This is a Module-by-Module choice, meaning you can mix and match how Accrual is processed over your different Modules, if desired.
DeleteTrainer Accrual Option (SAProfileDetails_TrainerAccrual)
This field is applicable only if the G/L Post Option for your database is set to Receivables and only if you are running Accrual.
Determine how you want Accrual to be processed for items in this Module:
- Through Item Dates - When you process Accrual, funds for items in this Module will move from Unearned Income to Revenue in increments over the length of the item, where a percentage is accrued each time Accrual is run. For example, your Activity runs from 15 May through 15 July. When you process Accrual, funds for this Activity will move from Unearned Income to Revenue in an incremental process, where <x>% is Accrued in May, <x>% is Accrued in June, and <x>% is Accrued in July. This is the standard, default method for accruing items.
- Item Begin Date - When you process Accrual, 100% of the funds for items in this Module will move from Unearned Income to Revenue the first time Accrual is run after the beginning of the Item. For example, your Activity runs from 15 May through 15 July. When you process Accrual for May, 100% of the funds for this Activity will move from Unearned Income to Revenue because the Activity Start Date has passed. When you run Accrual in June and July, no further funds for this Activity will be accrued (unless full payment for the Activity was not made in May).
This is a Module-by-Module choice, meaning you can mix and match how Accrual is processed over your different Modules, if desired.
DeleteAccrual General Ledger Posting Option (SAProfileDetails_AccrualPostingOption)
Select your Accrual Posting option.
- Summary - GL records are created in full summary without any links to item/household/person or the fee that was accrued. This is the recommended option.
- Detail - GL Records are created in full detail with links to item/household/person and the fee that was accrued.
Enroll Max Count Link Option (SAProfileDetails_AREnrollMaxCount)
Select your Enrollment Max Count Link option, if desired.
- Maximum Count - Max Enrollment will be equal to the largest value in the Maximum Count field (AR Section Maintenance) between the activities listed.
- Minimum Count - Max Enrollment will be equal to the smallest value in the Maximum Count field (AR Section Maintenance) between the activities listed.
Max Count links allow you to calculate enrollments between different Activities (not separate Sections within the same Activity) that meet concurrently to ensure you do not exceed a pre-determined total enrollment threshold, which typically is based on your facility's capacity.
The Max Count Link field is located in Activity Update • Miscellaneous Settings group in the standard Vermont Systems design.
DeleteActivity Brochure Code (SAProfileDetails_ARBrochureCode)
Enter the three-letter code for your department's custom Activity Brochure Interface in this field, if applicable.
See Also: Topic Doc - Activity Brochure Interface.
DeleteActivity Brochure Resident Household (SAProfileDetails_ARBrochureResidentHousehold)
Select the household you want to use as the "Resident" template for your Activity Brochure, if desired. When building your Activity Brochure, the system will use the Category and Fee Codes linked to this Household to display "Resident" information, such as Fees, Registration Dates, etc.
No actual household data will appear on the brochure (i.e. no names, addresses, phone numbers, etc.). The system simply uses the Category and Fee Codes linked to the household for purposes of building the brochure.
See Also: Topic Doc - Activity Brochure Interface.
DeleteActivity Brochure Non Resident Household (SAProfileDetails_ARBrochureNonResidentHousehold)
Select the household you want to use as the "Non-Resident" template for your Activity Brochure, if desired. When building your Activity Brochure, the system will use the Category and Fee Codes linked to this Household to display "Non-Resident" information, such as Fees, Registration Dates, etc.
No actual household data will appear on the brochure (i.e. no names, addresses, phone numbers, etc.). The system simply uses the Category and Fee Codes linked to the household for purposes of building the brochure.
See Also: Topic Doc - Activity Brochure Interface.
DeleteActivity Brochure Misc Household (SAProfileDetails_ARBrochureMiscHousehold)
Select the household you want to use as the "Resident" template for your Activity Brochure, if desired. When building your Activity Brochure, the system will use the Category and Fee Codes linked to this Household to display "Resident" information, such as Fees, Registration Dates, etc.
No actual household data will appear on the brochure (i.e. no names, addresses, phone numbers, etc.). The system simply uses the Category and Fee Codes linked to the household for purposes of building the brochure.
See Also: Topic Doc - Activity Brochure Interface.
DeleteActivity Brochure Misc2 Household (SAProfileDetails_ARBrochureMisc2Household)
Select the household you want to use as the "Non-Resident" template for your Activity Brochure, if desired. When building your Activity Brochure, the system will use the Category and Fee Codes linked to this Household to display "Non-Resident" information, such as Fees, Registration Dates, etc.
No actual household data will appear on the brochure (i.e. no names, addresses, phone numbers, etc.). The system simply uses the Category and Fee Codes linked to the household for purposes of building the brochure.
See Also: Topic Doc - Activity Brochure Interface.
DeleteMaintain Section Permissions (SAProfileDetails_ARPermissionsOption)
Select the option by which you want to set Permissions on an Activity. This is a system-wide setting for Activities/Sections.
- At Activity Level - Permissions are set at the Activity Level and apply to all sections within the Activity. This is the default option. For example, you have Permissions for RECCENTER and POOL. Your Tiny Tots Swim program has six (6) sections. When you link POOL to the Permissions field in Activity Update in your Tiny Tots Swim activity, the POOL permission will apply to all six (6) sections, and only those clerks with POOL permissions will see them.
- At Section Level (Custom Screen Required) - Permissions are set at the Activity Section Level and apply only to the Section to which they are linked. For example, you have Permissions for BAILEYPOOL and POTTERPOOL. Your Tiny Tots Swim program has six (6) sections. Sections 1-3 are held at the Bailey Pool. Sections 4-6 are held at the Potter Pool. You would link BAILEYPOOL to Sections 1-3 and POTTERPOOL to Sections 4-6. Permissions must be set individually by Section.
CYMS Fee Recalc Setting (SAProfileDetails_CYMSFeeReCalc)
This field is designed for use with the Child Youth Management System (CYMS). CYMS is used primarily by the US Military to track its child care program needs, though some non-military organizations use it, too. Generally speaking, if you are not licensed for (or using) the CYMS module, then you should leave this field at its default setting. Contact Vermont Systems Support with any questions as to whether you should be using this field.
Select your CYMS Fee Recalc Option. The option you select determines when/if a fee recalculation will be run during normal Daily Processing routines. The purpose of a Fee Recalc is to ensure 1st child and 2nd child rates are accurate and that Fee Categories are accurate based on a household's Income Category, since household incomes can change over time.
- None - The system will not run a CYMS Fee Recalc. This is the default setting.
- All - The system will run a CYMS Fee Recalc against items in the shopping cart any time an item is added or removed. In addition, the system will run a Fee Recalc against all of the selected household's existing bills after a transaction completes.
- In Cart Only - The system will run a CYMS Fee Recalc against items in the shopping cart any time an item is added or removed.
Organization Name (SAProfileDetails_Organization)
Enter the name of your Organization in this field, if desired. The information you enter here can be used on receipts and reports.
See Also: Organization Name and Address Information on Receipts and Reports for information regarding how RecTrac draws this information.
DeleteAddress1 (SAProfileDetails_Address1)
Enter the primary street address for your Organization in this field, if desired. The information you enter here can be used on receipts.
See Also: Organization Name and Address Information on Receipts and Reports for information regarding how RecTrac draws this information.
DeleteAddress2 (SAProfileDetails_Address2)
Enter the secondary street address for your Organization in this field, if applicable/desired. The information you enter here can be used on receipts.
See Also: Organization Name and Address Information on Receipts and Reports for information regarding how RecTrac draws this information.
DeleteCity (SAProfileDetails_City)
Enter the name of your municipality in this field, if desired. For example, Bedford Falls. The information you enter here can be used on receipts.
See Also: Organization Name and Address Information on Receipts and Reports for information regarding how RecTrac draws this information.
Household profile only: When adding a new household to your RecTrac database, the information you enter in this field will be used as the default entry for the City field in Household Update.
DeleteState/Province (SAProfileDetails_State)
Select the two-letter abbreviation for your state or province, if desired. This list is populated by the entries in the 'State' Option List field on the Static Parameters profile • Misc Settings group.
See Also: Organization Name and Address Information on Receipts and Reports for information regarding how RecTrac draws this information.
Household profile only: When adding a new household to your RecTrac database, the information you enter in this field will be used as the default entry for the State field in Household Update.
DeleteZip (SAProfileDetails_Zip)
Enter a zip code in this field, if desired. For example, 05414. The information you enter here can be used on receipts.
See Also: Organization Name and Address Information on Receipts and Reports for information regarding how RecTrac draws this information.
Household profile only: When adding a new household to your RecTrac database, the information you enter in this field will be used as the default entry for the Zip Code field in Household Update.
DeleteCountry (SAProfileDetails_Country)
Enter the Country in which your department is located, if desired.
DeletePhone (SAProfileDetails_Phone)
Enter the primary phone number for your department in this field, if desired. The information you enter here can be used on receipts.
See Also: Organization Name and Address Information on Receipts and Reports for information regarding how RecTrac draws this information.
DeleteExtension (SAProfileDetails_PhoneExt)
If the primary phone number has an Extension, enter it here. The information you enter here can be used on receipts.
See Also: Organization Name and Address Information on Receipts and Reports for information regarding how RecTrac draws this information.
DeletePrivacy Act (SAProfileDetails_PrivacyAct)
Enter the text for your Privacy Act Statement in this field, if desired. The text in this field prints across the top of receipts and reports generated from RecTrac/WebTrac.
This field will accept up to 500 alpha-numeric characters, of which 170 will print across the top of an 80-column receipt.
DeleteFederal Tax ID Number (SAProfileDetails_FederalTaxIDNumber)
Enter your Federal Tax ID number in this field, if desired. This number prints on child care statements and can be printed on other reports as needed.
DeleteState Tax ID Number (SAProfileDetails_StateTaxIDNumber)
Enter your State Tax ID number in this field, if desired. This number prints on child care statements generated in WebTrac, and it can be printed on other reports as needed. This number DOES NOT print on child care statements generated from RecTrac.
DeleteAdmin Email Address (SAProfileDetails_AdminEmailAddress)
Enter the email address to which you want emails sent in the event of a Database issue/Daily Processing issue. To enter a list of email addresses, separate them by a comma with no space. For Example: sysadmin@rectrac.com,manager@rectrac.com, etc.
Emails will be generated by scenarios, such as but not limited to:
- A clerk exiting from Global Sales after a credit card has been authorized by your gateway processor but before completing the transaction in RecTrac.
- Credit card transaction communication failure between the Vermont Integration Client (VIC) and the credit card gateway resulting in an incomplete credit card transaction.
Notification Frequency (Seconds) (SAProfileDetails_NotificationFrequency)
Accept the default value (10) or enter another value in this field as desired. The value you enter represents the frequency (how often), in seconds, the system will poll the Notification Center for new objects. In the event any are found, the system will display them.
For example, you set the Notification Check Duration value to '90' and the value in this field to '10.' Every 10 seconds, the system polls the Notification Center. If an event is found, it displays. At 10:00am, you run a Roster Report. Upon clicking Process on the report the system will begin polling the Notification Center every second for 90 seconds (your Notification Check Duration value:
- If the report completes within 90 seconds, you will be notified immediately.
- If the report takes more than 90 seconds to process (i.e. if it is a large report), the Notification Check Duration will expire and you will be notified at the first 10 second interval after the report completes.
Notification Check Duration (Seconds) (SAProfileDetails_NotificationDuration)
Accept the default value (90) or enter another value in this field. The value you enter represents the duration (how long), in seconds, over which the system will poll the Notification Center at one second intervals when a process is being run. If the process completes within the Notification Check Duration, you will be notified immediately.
For example, you set the Notification Frequency value to '10' and the value in this field to '90.' Every 10 seconds, the system polls the Notification Center. If an event is found, it displays. At 10:00am, you run a Roster Report. Upon clicking Process on the report the system will begin polling the Notification Center every second for 90 seconds (your Notification Check Duration value:
- If the report completes within 90 seconds, you will be notified immediately.
- If the report takes more than 90 seconds to process (i.e. if it is a large report), the Notification Check Duration will expire and you will be notified at the first 10 second interval after the report completes.
Timer Connect Delay (ms) (SAProfileDetails_TimerConnectDelay)
You will not visit this field. This setting is maintained in your server's registry.
DeleteTimer Interval (ms) (SAProfileDetails_TimerInterval)
You will not visit this field. This setting is maintained in your server's registry.
DeleteQueued Email attempts before flagging as Failed (SAProfileDetails_MaxAttempts)
Accept the default value (0) or enter a value from 1-999999999. Vermont Systems recommends entering "3." The value you enter represents the number of times RecTrac will attempt to re-send queued emails flagged as "Failed." Once this threshold is met, the system will drop those emails from the queue. Emails that are sent successfully on the first attempt are not affected.
If the value is set to '0,' this feature is disabled and emails are dropped from the queue immediately upon first failure.
Reasons that emails might not be sent (and therefore get flagged as "Failed") include but are not limited to:
- The email address has an invalid format (doesn't conform to RFC 2822 standard).
- The email address doesn't contain an ampersat (@)
- The email address doesn't end in .com, .org, .edu, etc.
Keep Open Frequency (Seconds) (SAProfileDetails_KeepOpenFrequency)
Accept the default value (60) or enter another value in this field as desired. The value you enter represents the frequency (how often), in seconds, the system will poll the Facility Keep Open functionality. For a value of 10, the browser will check the Facility Keep Open functionality every 10 seconds, and the relay (based on the linked Access Relay profile) will be open/closed as needed.
DeleteGlobal Waiver Modules (SAProfileDetails_GlobalWaiverModules)
Select the Module(s) for which you want to use a Global Waiver.
THEN
Select the waiver you want to use from the Global Waiver Code field.
Global Wavier Code (SAProfileDetails_GlobalWavierCode)
Select the waiver you want to print, if desired.
The Waiver Letter that you select can be printed along with the receipts. Waivers also be can linked to households or individual family members, if desired.
Waiver letters are managed in Letter Group Management. Code Type = Activity Waiver.
See Also: Topic Doc - Linking Household and Family Member Documents
DeleteRecTrac Minutes Remaining Warning (SAProfileDetails_RecTracWarning)
Enter a numerical value in this field, if desired. The number you enter represents the number of minutes prior to a RecTrac session time out that the user will be warned of the impending session expiration.
For example, the RecTrac Item in Cart Timeout value is '10' (10 minutes). The value in this field is '3' (three minutes). If a user dwells on the Global Sales screen for seven (7) minutes with an item in the shopping cart, the system will present a message indicating a session timeout in three (3) minutes.
- If the user clicks Continue , the session will resume and the timeout buffer will be reset to 10 minutes.
- If the user does nothing, the session will time out three (3) minutes later.
Any action in RecTrac on the part of the user at any time within the timeout buffer will keep the session active and reset the timeout buffer (i.e. clicking the mouse on a RecTrac field, changing screens, etc.). Failure to perform an action within the timeout buffer will result in the session timing-out (i.e. if the user dwells on the screen but performs no action). When a session times out, the user is logged out of RecTrac and the session is ended. Any items in the shopping cart are removed.
The value in this field works in conjunction with the RecTrac Item in Cart Timeout and RecTrac Empty Cart Timeout field values only.
RecTrac Login Page Timeout and RecTrac Logout Timeout (Does not End Session) field values are exempt from the Warning.
DeleteWebTrac Minutes Remaining Warning (SAProfileDetails_WebTracWarning)
Enter a numerical value in this field, if desired. The number you enter represents the number of minutes prior to a WebTrac session time out that the patron will be warned of the impending session expiration.
For example, the WebTrac Item in Cart Timeout value is '10' (10 minutes). The value in this field is '3' (three minutes). If a patron dwells on the Global Sales screen for seven (7) minutes with an item in the shopping cart, the system will present a message indicating a session timeout in three (3) minutes.
- If the patron clicks Continue , the session will resume and the timeout buffer will be reset to 10 minutes.
- If the patron does nothing, the session will time out three (3) minutes later.
Any action in WebTrac on the part of the patron at any time within the timeout buffer will keep the session active and reset the timeout buffer (i.e. clicking the mouse on a WebTrac field, changing screens, etc.). Failure to perform an action within the timeout buffer will result in the session timing-out (i.e. if the patron dwells on the screen but performs no action). When a session times out, the patron is logged out of WebTrac and the session is ended. Any items in the patron's shopping cart are removed.
DeleteRecTrac Item in Cart Timeout (SAProfileDetails_RecTracCart)
Enter a numerical value in this field, if desired. The number you enter represents the number of minutes that a user may dwell on a RecTrac Sales screen with items in the Shopping Cart prior to the session being timed out.
For example, the RecTrac Item in Cart Timeout value is '10' (10 minutes). The value in the RecTrac Minutes Remaining Warning field is '3' (three minutes). If a user dwells on the Global Sales screen for seven (7) minutes with an item in the shopping cart, the system will present a message indicating a session timeout in three (3) minutes.
- If the user clicks Continue , the session will resume and the timeout buffer will be reset to 10 minutes.
- If the user does nothing, the session will time out three (3) minutes later.
Any action in RecTrac on the part of the user at any time within the timeout buffer will keep the session active and reset the timeout buffer (i.e. clicking the mouse on a RecTrac field, changing screens, etc.). Failure to perform an action within the timeout buffer will result in the session timing-out (i.e. if the user dwells on the screen but performs no action). When a session times out, the user is logged out of RecTrac and the session is ended. Any items in the user's shopping cart are removed.
DeleteWebTrac Item in Cart Timeout (SAProfileDetails_WebTracCart)
Enter a numerical value in this field, if desired. The number you enter represents the number of minutes that a patron may dwell on a WebTrac Sales screen with items in the Shopping Cart prior to the session being timed out.
For example, the WebTrac Item in Cart Timeout value is '10' (10 minutes). The value in the WebTrac Minutes Remaining Warning field is '3' (three minutes). If a patron dwells on the shopping cart sales screen for seven (7) minutes with an item in the shopping cart, the system will present a message indicating a session timeout in three (3) minutes.
- If the patron clicks Continue , the session will resume and the timeout buffer will be reset to 10 minutes.
- If the patron does nothing, the session will time out three (3) minutes later.
Any action in WebTrac on the part of the patron at any time within the timeout buffer will keep the session active and reset the timeout buffer (i.e. clicking the mouse on a WebTrac field, changing screens, etc.). Failure to perform an action within the timeout buffer will result in the session timing-out (i.e. if the patron dwells on the screen but performs no action). When a session times out, the patron is logged out of WebTrac and the session is ended. Any items in the patron's shopping cart are removed.
DeleteRecTrac Login Page Timeout (SAProfileDetails_RecTracGuest)
Enter a numerical value in this field, if desired. The number you enter represents the number of minutes that a user may dwell on a RecTrac login screen prior to the session timing out.
For example, the RecTrac Login Page Timeout value is '10' (10 minutes). If a user logs in to RecTrac and is presented with a login prompt (the resume session or start new session prompt), and if the user dwells on that screen for 10 minutes, the system will end that session and return the user to the log in screen. Upon next log in, the user will not have the option to resume the old session.
The system does not provide a logout warning message for this feature. If the timeout is reached, the system ends the session.
DeleteWebTrac Guest Timeout (SAProfileDetails_WebTracGuest)
Enter a numerical value in this field, if desired. The number you enter represents the number of minutes that a WebTrac guest may dwell on a WebTrac screen prior to the session being timed out.
For example, the WebTrac Guest Timeout value is '10' (10 minutes). If a patron browsing your WebTrac site dwells on the Activity Search screen for 10 minutes without performing a mouse-click the system will end the session and return to the Login screen.
DeleteRecTrac Inactive Timeout (SAProfileDetails_RecTracInactive)
Enter a numerical value in this field, if desired. The number you enter represents the number of minutes that a user may dwell on a RecTrac screen prior to the session being timed out.
For example, the RecTrac Inactive Timeout value is '10' (10 minutes). The value in the RecTrac Minutes Remaining Warning field is '3' (three minutes). If a user dwells Activity Inquiry screen for seven (7) minutes, the system will present a message indicating a session timeout in three (3) minutes.
- If the user clicks Continue , the session will resume and the timeout buffer will be reset to 10 minutes.
- If the user does nothing, the session will time out three (3) minutes later.
Any action in RecTrac on the part of the user at any time within the timeout buffer will keep the session active and reset the timeout buffer (i.e. clicking the mouse on a RecTrac field, changing screens, etc.). Failure to perform an action within the timeout buffer will result in the session timing-out (i.e. if the user dwells on the screen but performs no action). When a session times out, the user is logged out of RecTrac and the session is ended. Any items in the user's shopping cart are removed.
DeleteWebTrac Inactive Timeout (SAProfileDetails_WebTracInactive)
Enter a numerical value in this field, if desired. The number you enter represents the number of minutes that a patron may dwell on a WebTrac page prior to the session being timed out.
For example, the WebTrac Inactive Timeout value is '10' (10 minutes). The value in the WebTrac Minutes Remaining Warning field is '3' (three minutes). If a patron dwells Activity Search screen for seven (7) minutes, the system will present a message indicating a session timeout in three (3) minutes.
- If the patron clicks Continue , the session will resume and the timeout buffer will be reset to 10 minutes.
- If the patron does nothing, the session will time out three (3) minutes later.
Any action in WebTrac on the part of the patron at any time within the timeout buffer will keep the session active and reset the timeout buffer (i.e. clicking the mouse on a WebTrac field, changing screens, etc.). Failure to perform an action within the timeout buffer will result in the session timing-out (i.e. if the patron dwells on the screen but performs no action). When a session times out, the patron is logged out of WebTrac and the session is ended and any items in the patron's shopping cart are removed.
DeleteRecTrac Logout Timeout (Does not End Session) (SAProfileDetails_RecTracLogout)
Enter a numerical value in this field, if desired. The number you enter represents the number of minutes that a user may dwell on a RecTrac screen prior to the session being timed out. If the logout threshold is reached, the user will be logged out of RecTrac, but the session will be saved.
For example, the RecTrac Logout Timeout (Does not End Session) value is '10' (10 minutes). If a user dwells on any RecTrac screen for 10 minutes, the system will timeout and log the user out of RecTrac. However, the session will be kept. Upon logging back in, the user will be brought back to where he/she was. Any items in the shopping cart will remain.
The system does not provide a Logout Warning message for this feature. Upon reaching the timeout limit, the system simply performs the logout.
DeleteLogging Option (SAProfileDetails_LoggingOption)
Select the session type(s) for which you wish to make entries in the SessionCleaner.txt file in the event of a session timeout.
- Cart - Refers to the RecTrac/WebTrac Item in Cart timeout options.
- Guest - Refers to the RecTrac Login Page Timeout and WebTrac Guest Timeout options.
- Empty Cart - Refers to the RecTrac/WebTrac Empty Cart Timeout options.
- Household - Refers to the RecTrac Logout Timeout (Does not End Session) option.
SessionCleaner.txt is located in your session temp directory.
DeleteMobile RecTrac Minutes Remaining Warning (SAProfileDetails_MobileRecTracWarning)
Enter a numerical value in this field, if desired. The number you enter represents the number of minutes prior to a RecTrac session time out that the user will be warned of the impending session expiration.
For example, the RecTrac Item in Cart Timeout value is '10' (10 minutes). The value in this field is '3' (three minutes). If a user dwells on the Global Sales screen for seven (7) minutes with an item in the shopping cart, the system will present a message indicating a session timeout in three (3) minutes.
- If the user clicks Continue , the session will resume and the timeout buffer will be reset to 10 minutes.
- If the user does nothing, the session will time out three (3) minutes later.
Any action in RecTrac on the part of the user at any time within the timeout buffer will keep the session active and reset the timeout buffer (i.e. clicking the mouse on a RecTrac field, changing screens, etc.). Failure to perform an action within the timeout buffer will result in the session timing-out (i.e. if the user dwells on the screen but performs no action). When a session times out, the user is logged out of RecTrac and the session is ended. Any items in the shopping cart are removed.
The value in this field works in conjunction with the RecTrac Item in Cart Timeout and RecTrac Empty Cart Timeout field values only.
RecTrac Login Page Timeout and RecTrac Logout Timeout (Does not End Session) field values are exempt from the Warning.
DeleteMobile RecTrac Item in Cart Timeout (SAProfileDetails_MobileRecTracCart)
Enter a numerical value in this field, if desired. The number you enter represents the number of minutes that a user may dwell on a RecTrac Sales screen with items in the Shopping Cart prior to the session being timed out.
For example, the RecTrac Item in Cart Timeout value is '10' (10 minutes). The value in the RecTrac Minutes Remaining Warning field is '3' (three minutes). If a user dwells on the Global Sales screen for seven (7) minutes with an item in the shopping cart, the system will present a message indicating a session timeout in three (3) minutes.
- If the user clicks Continue , the session will resume and the timeout buffer will be reset to 10 minutes.
- If the user does nothing, the session will time out three (3) minutes later.
Any action in RecTrac on the part of the user at any time within the timeout buffer will keep the session active and reset the timeout buffer (i.e. clicking the mouse on a RecTrac field, changing screens, etc.). Failure to perform an action within the timeout buffer will result in the session timing-out (i.e. if the user dwells on the screen but performs no action). When a session times out, the user is logged out of RecTrac and the session is ended. Any items in the user's shopping cart are removed.
DeleteMobile RecTrac Login Page Timeout (SAProfileDetails_MobileRecTracGuest)
Enter a numerical value in this field, if desired. The number you enter represents the number of minutes that a user may dwell on a RecTrac login screen prior to the session timing out.
For example, the RecTrac Login Page Timeout value is '10' (10 minutes). If a user logs in to RecTrac and is presented with a login prompt (the resume session or start new session prompt), and if the user dwells on that screen for 10 minutes, the system will end that session and return the user to the log in screen. Upon next log in, the user will not have the option to resume the old session.
The system does not provide a logout warning message for this feature. If the timeout is reached, the system ends the session.
DeleteMobile RecTrac Inactive Timeout (SAProfileDetails_MobileRecTracInactive)
Enter a numerical value in this field, if desired. The number you enter represents the number of minutes that a user may dwell on a RecTrac screen prior to the session being timed out.
For example, the RecTrac Inactive Timeout value is '10' (10 minutes). The value in the RecTrac Minutes Remaining Warning field is '3' (three minutes). If a user dwells Activity Inquiry screen for seven (7) minutes, the system will present a message indicating a session timeout in three (3) minutes.
- If the user clicks Continue , the session will resume and the timeout buffer will be reset to 10 minutes.
- If the user does nothing, the session will time out three (3) minutes later.
Any action in RecTrac on the part of the user at any time within the timeout buffer will keep the session active and reset the timeout buffer (i.e. clicking the mouse on a RecTrac field, changing screens, etc.). Failure to perform an action within the timeout buffer will result in the session timing-out (i.e. if the user dwells on the screen but performs no action). When a session times out, the user is logged out of RecTrac and the session is ended. Any items in the user's shopping cart are removed.
DeleteMobile RecTrac Logout Timeout (Does not End Session) (SAProfileDetails_MobileRecTracLogout)
Enter a numerical value in this field, if desired. The number you enter represents the number of minutes that a user may dwell on a Mobile RecTrac screen prior to the session being timed out. If the logout threshold is reached, the user will be logged out of Mobile RecTrac, but the session will be saved.
For example, the Mobile RecTrac Logout Timeout (Does not End Session) value is '10' (10 minutes). If a user dwells on any Mobile RecTrac screen for 10 minutes, the system will timeout and log the user out of Mobile RecTrac. However, the session will be kept. Upon logging back in, the user will be brought back to where he/she was. Any items in the shopping cart will remain.
The system does not provide a Logout Warning message for this feature. Upon reaching the timeout limit, the system simply performs the logout.
DeletePrimary Guardian/Sponsor Relationship Code (SAProfileDetails_PrimeGuardSponsorCode)
Select the Relationship Code you wish to use as the default entry for Primary Guardian (i.e. the primary person on the household). The selection you make is a default only and can be changed in Household Update).
For example, "Primary Guardian."
For CYMS and CYMS Users, this setting should be "Sponsor."
Relationship Codes are maintained in System Code Management. Type = Relationship.
DeleteSecondary Guardian/Spouse Relationship Code (SAProfileDetails_SecGuardSpouseCode)
Select the Relationship Code you wish to use as the default entry for Secondary Guardian (i.e. the family member you want listed in the Secondary Guardian group in Household Update).
For example, "Secondary Guardian."
Populating the Secondary Guardian Group in Household Update
If the system finds a match between the Relationship field of any family member in a household and the entry in this field, THEN the first family member found with a matching code will be listed as the Secondary Guardian for that household in Household Update.
If the system does NOT find a match, THEN all family members for the household (other than the Primary Member) will be listed as "additional family members."
Examples (these examples assume the following):
- Primary Person Relationship Code = Primary Guardian
- Secondary Guardian Relationship Code = Secondary Guardian
- Additional Relationship Codes = Son, Daughter
Household WITH a Secondary Guardian Match: The Cunningham household consists of Marion (Primary Guardian), Howard (Secondary Guardian), Richie (Son) and Joanie (Daughter). Marion appears as the Primary Person. Howard Cunningham will be listed in the Secondary Guardian Group because the system finds a match between his Relationship Code (Secondary Guardian) and the Code listed in this field (Secondary Guardian). Richie and Joanie will be listed as additional family members because the system does not find a match with their Relationship Codes to the Code listed here.
Household WITHOUT a Secondary Guardian Match: The Romano household consists of Ann Romano (Primary Guardian), Julie Cooper (Daughter) and Barbara Cooper (Daughter). Ann Romano appears as the Primary Person. There is no Secondary Guardian, so the Group is empty. Julie and Barbara will be listed as additional family members because the system does not find a match between their Relationship Code (Daughter) and the Code listed here.
For CYMS and CYMS Users, this setting should be "Spouse."
Relationship Codes are maintained in System Code Management. Type = Relationship.
DeleteAddress Check (SAProfileDetails_AddressCheck)
Select your Address Check option for Household Maintenance.
The Address Check option allows you to populate address fields in Household Management using Address Codes, which are maintained in Address Management. When an Address Code is linked to a household, the system assigns whatever Address, City, and Zip Code data is entered on the record. The system will also assign a Category Code, such as Resident or Non-Resident, to the Household based on what is entered in the Address Management record. If the Category Code has default Fee Codes linked to it, such as Resident Fees or Non-Resident Fees, the Fee Codes will be set automatically for the household as well.
- None - The system will not perform an address check.
- Zip Code - The Zip Code field becomes a Picklist of records in Address Management.
- Address - The Address 1 field becomes a Picklist of records in Address Management.
- Unique Address - The Address 1 field becomes a Picklist of records in Address Management. When using this selection, each Code selection must be unique to its household. The system will NOT allow you to select the same Code for multiple households.
How It Works
The following is an example of how the systems populates Address fields in Household Management. In this example, the selection in this field is Zip Code and a city's Zip Code is also its Address Code in Address Management.
If the Zip Code entered is:
- "05452" and Address Code "05452" in Address Management has "Essex Junction" in the City field and "VT" in the State field, and Category="Resident" and Fee Code = "Resident," the system will enter "Essex Junction, VT" in the City and State fields for the Primary Person Address and set the Household's Category field to Resident and the Household's Fee Code to Resident.
- "05602" and Address Code "05602" in Address Management has "Montpelier" in the City field and "VT" in the State field, and Category="Non-Resident," and Fee Code="Non-Resident," the system will enter "Montpelier, VT" in the City and State fields for the Primary Person Address and set the Household's Category field to Non-Resident and set the Fee Code to Non-Resident.
- "10451" and there is no Address Code "10451" in Address Management, the system will leave the Address fields as they are, and the Category field will be populated with the Code entered in the Default Category if No Zip Code Match field, if any.
Default Category If No Address Check Match (SAProfileDetails_NoZipMatchCategory)
This field is applicable only if opting to use the Zip Code, Address or Unique Address as your Address Check.
Select the Category Code you wish to link to a household in the event an address match is NOT found. When a zip code or address is entered for the Primary Person in the household, if that zip code or address is not found, the Category Code you select here will applied to the household and all family members.
Category Codes are maintained in System Code Management.
Delete'State' Option List (SAProfileDetails_StateOptionList)
The data in this field populates State drop-down lists in various programs, such as Household Maintenance, Staff Maintenance, League Management, etc. Accept the default entries or add your own as desired. If adding new records, ensure to delimit the list with a semi-colon (;) and no space.
The default list contains the 50 United States and District of Columbia, and the 10 Provinces and three (3) Territories of Canada.
Delete'Country' Option List (SAProfileDetails_CountryOptionList)
The data in this field populates Country drop-down lists in various programs, such as Household Management, Staff Management, League Team Management, etc. Accept the default entries or add your own as desired. If adding new records, ensure to delimit the list with a semi-colon (;) and no space.
The default list contains the sovereign countries of the world as of 2014.
DeletePersonal Trainer Facility Reservations? (SAProfileDetails_PTFacilityReservations)
This field pertains to the Personal Trainer Module
Select your Personal Trainer Facility Reservation option, if desired. Your setting in this field determines whether the system will make facility reservations when a Personal Trainer is booked.
- None - The system will not create any facility reservations during the booking of a Personal Trainer. Checks for conflicts and double bookings will not be run.
- Reserve - Create New Reservations - The system will create a corresponding facility reservation when a Personal Trainer is booked. Additionally, the system will provide conflict and double-booking warnings in the event the same facility is reserved for another purpose.
Default 'Home Phone' System Code (SAProfileDetails_HomePhoneCode)
Select the System Code you want to use for home phone numbers in Family Member, Household, and/or Staff reports and receipts.
OR
Leave this field blank to use the RecTrac default Home System Code.
When you run a Family Member, Household, and/or Staff report that includes phone numbers, or when you print receipts that include phone numbers, then the phone number displayed for "Home Phone" will be the one on the Family Member's Household's, or Staff Members' that matches the System Code you enter here.
For example, the System Code you use to designate a "home phone number" is Landline. When adding a patron's home phone in Household/Family Member Update, you select Landline from the Phone Type drop-down list. When running one of the report types mentioned above, the system will insert the number associated with a patron's Landline in the Home Phone field on the report output.
Optionally, you can leave this field blank. In that event, the system will assume "HOME" is the System Code you use for Home Phone.
DeleteDefault 'Cell Phone' System Code (SAProfileDetails_CellPhoneCode)
Select the System Code you want to use for Cell Phone Numbers in Family Member, Household, and/or Staff reports and receipts.
OR
Leave this field blank to use the RecTrac default Cell System Code.
When you run a Family Member, Household, and/or Staff report that includes phone numbers, or when you print receipts that include phone numbers, the phone number displayed for "Cell Phone" will be the one on the Family Member's, Household's, or Staff Members' that matches the System Code you enter here.
For example, the System Code you use to designate a "cell phone number" is Mobile. When adding a patron's cell phone in Household/Family Member Update, you select Mobile from the Phone Type drop-down list. When running one of the report types mentioned above, the system will insert the number associated with a patron's Mobile in the Cell phone field on the report output.
Optionally you can leave this field blank. In that event, the system will assume "Cell" is the System Code you use for cell phone.
DeleteDefault 'Work Phone' System Code (SAProfileDetails_WorkPhoneCode)
Select the System Code you wish to use for Work Phone Numbers in Family Member, Household, and/or Staff reports and on receipts.
OR
Leave this field blank to use the RecTrac default Work System Code.
When you run a Family Member, Household, and/or Staff report that includes phone numbers, or when a receipt contains phone numbers, then the phone number displayed for "Work Phone" will be the one on the Family Member's Household's, or Staff Members' that matches the System Code you enter here.
For example, the System Code you use to designate a "work number" is Business Phone. When adding a patron's work phone in Household/Family Member Update, you select Business Phone from the Phone Type drop-down list. When running one of the report types mentioned above, the system will insert the number associated with a patron's Business Phone in the Work Phone field on the report output.
Optionally, you can leave this field blank. In that event, the system will assume "Work" is the System Code you use for Work Phone.
DeleteDefault 'Emergency Phone' System Code (SAProfileDetails_EmergencyPhoneCode)
Select the System Code you want to use for Emergency Phone Numbers in Family Member, Household, and/or Staff reports and receipts.
OR
Leave this field blank to use the RecTrac default Emergency System Code.
When you run a Family Member, Household, and/or Staff report that includes Phone Numbers, or when you print receipts that include Phone Numbers, then the phone number displayed for "Emergency Phone" will be the one on the Family Member's Household's, or Staff Members' that matches the System Code you enter here.
For Example: The System Code you use to designate an "emergency number" is EMER. When adding a patron's "emergency phone" in Household/Family Member Update, you select EMER from the Phone Type drop-down list. When running one of the report types mentioned above, the system will insert the number associated with a patron's EMER in the Emergency Phone field on the report output.
Optionally you can leave this field blank. In that event, the system will assume "Emergency" is the System Code you use for Emergency Phone.
DeleteAllow RecTrac Xref & PIN Login (SAProfileDetails_AllowRecTracXrefLogin)
Check this to enable logging in to RecTrac using an Xref and PIN. If this is checked a new Swipe Login button will be visible when logging into RecTrac. Click this to go through the Xref and PIN login process. To set an Xref and PIN for a user go to User Management and change the user. The two fields are located in the Single Sign On Settings group.
DeleteActivity Waitlist Enrollment Offers Expire After X Hours (SAProfileDetails_WaitlistEnrollmentOfferExpiration)
This field defaults to 48. Update the numerical value, if desired. The number you enter represents the number of hours after which an automated waitlist enrollment offer expires.
To ensure that Waitlist Automation continues to process until all available enrollment slots in an Activity Section are filled, enrollment offers sent by an automated waitlist must expire after a set period of time. If an enrollment offer expires and there is still space available in the Activity Section, an enrollment offer will be sent to the next family member on that Section’s waitlist.
DeleteSkip Waitlist Options (SAProfileDetails_SkipWaitlistOptions)
This is a system-wide setting that applies to the following modules: Facility, Rental, Locker, League, Trip, Personal Trainer, Court
When this option is deselected, the system will allow family members to add themselves to the waitlist for any/all items related to their original item choice. For example, Brookside Park has six (6) pavilion facilities that can be reserved. When all pavilions are fully booked, Mary can use this feature to be put on the waitlist for any (or all) of the six (6) pavilions, thus increasing her chances of getting a reservation.
When this option is selected, the system will assign a family member to the waitlist for the single item that was selected during their transaction. For example, Brookside Park has six (6) pavilion facilities that can be reserved. When all pavilions are fully booked, Mary will be put on the waitlist for the single pavilion she selected during her transaction.
DeleteRequire Password Change Every X Days (SAProfileDetails_RecTracExpireDays)
Enter a numerical value in this field, if desired. The number you enter represents the lifetime of a RecTrac password. When this value is reached, the current password expires and the users will have to change it. Vermont Systems recommends "90."
Leave this field at '0' if you do not require users to change their RecTrac password.
DeleteMinimum Length (SAProfileDetails_RecTracMinimumLength)
Enter a numerical value in this field, if desired. The number you enter represents the minimum length of a RecTrac password.
Leave this field at '0' if you do not require a minimum length for a password in RecTrac.
DeleteWarn User X Days Prior to Expiration (SAProfileDetails_RecTracWarningDays)
Enter a numerical value in this field, if desired. The number you enter represents the number of days prior to a password's expiration date that RecTrac will begin notifying users that their password will expire.
Leave this field at '0' if you do not wish to provide password expiration warnings for RecTrac.
DeleteMinimum Alpha Characters (SAProfileDetails_RecTracMinimumAlpha)
Enter a numerical value in this field, if desired. The number you enter represents the minimum number of alpha characters (a, b, c, etc.) that must be present in a password for it to be valid.
Leave this field at '0' if you do not require a minimum number of alpha characters in a RecTrac password.
DeleteAllow Reuse After X Password Changes (SAProfileDetails_RecTracAllowReuseAfter)
Enter a numerical value in this field. The number you enter represents the threshold at which users can recycle their RecTrac password.
Leave this field at '0' if you do not require a minimum number of password changes prior to users being allowed to recycle a previous password.
DeleteMinimum Lower Case Characters (SAProfileDetails_RecTracMinimumLowerCase)
Enter a numerical value in this field, if desired. The number you enter represents the minimum number of lower case alpha characters (a, b, c, etc.) that must be present in a password for it to be valid.
Leave this field at '0' if you do not require a minimum number of lower case alpha characters in a RecTrac password.
DeleteLockout User After X Incorrect Login Attempts (SAProfileDetails_RecTracMaxAttempts)
Enter a numerical value in this field, if desired. The number you enter represents the number of login attempts RecTrac users will be allowed before being locked out of the system.
Leave this field at '0' if you wish to allow unlimited attempts and never want users to be locked out of their RecTrac ID to a bad login.
DeleteMinimum Upper Case Characters (SAProfileDetails_RecTracMinimumUpperCase)
Enter a numerical value in this field, if desired. The number you enter represents the minimum number of upper case alpha characters (A, B, C, etc.) that must be present in a password for it to be valid.
Leave this field at '0' if you do not require a minimum number of upper case alpha characters in a RecTrac password.
DeleteAllow Consecutive Characters? (SAProfileDetails_RecTracAllowConsecutive)
Select this option if you want to allow passwords for RecTrac that contain consecutive characters.
Deselect this option to disallow consecutive characters in passwords for RecTrac.
DeleteMinimum Numeric Characters (SAProfileDetails_RecTracMinimumNumeric)
Enter a numerical value in this field, if desired. The number you enter represents the minimum number of numeric characters (1, 2, 3, etc.) that must be present in a password for it to be valid.
Leave this field at '0' if you do not require a minimum number of numeric characters in a RecTRac password.
DeleteAllow Password to Match UserName or UserName in Reverse? (SAProfileDetails_RecTracAllowUserNameMatch)
Select this option if you want to allow exact username and password matches or if you want to allow a password that is the reverse of the username for RecTrac users. For example, Username= RecTrac1 and Password = 1carTceR.
Deselect this option to ensure that user names and passwords differ.
DeleteMinimum Special Characters (SAProfileDetails_RecTracMinimumSpecial)
Enter a numerical value in this field, if desired. The number you enter represents the minimum number of special characters (@, #, $, etc.) that must be present in a password for it to be valid.
Leave this field at '0' if you do not require a minimum number of special characters in a RecTrac password.
DeleteDisable Forgot Password? (SAProfileDetails_RecTracDisableForgotPassword)
Select this option to disable the Forgot Password option when signing into RecTrac. When this option is selected, the Forgot Password Message field will be shown.
DeleteForgot Password Message (SAProfileDetails_RecTracDisableForgotPasswordMessage)
This field is displayed only if the Disable Forgot Password? checkbox above is selected. This field accepts HTML and will be displayed when a user tries to reset their RecTrac password at the login screen. Forgotten passwords can no longer be reset via email; This message should contain suitable instructions to help users reset their password.
DeleteMinimum Password Life In Days (SAProfileDetails_RecTracMinimumPasswordLifeInDays)
Enter a numerical value in this field, if desired. The number you enter represents the minimum lifetime in days of a RecTrac password. Until this value is reached, the current password is unable to be changed. This value cannot exceed the value of the Require Password Change Every X Days field.
Leave this field at '0' if you do not wish to limit how often users can change their RecTrac password.
DeleteRequire Password Change Every X Days (SAProfileDetails_WebTracExpireDays)
Enter a numerical value in this field, if desired. The number you enter represents the lifetime of a WebTrac password. When this value is reached, the current password expires and the household will have to change it. Vermont Systems recommend "90."
Leave this field at '0' if you do not require patrons to change their WebTrac password.
DeleteMinimum Length (SAProfileDetails_WebTracMinimumLength)
Enter a numerical value in this field, if desired. The number you enter represents the minimum length of a WebTrac password.
Leave this field at '0' if you do not require a minimum length for a WebTrac password.
DeleteWarn User X Days Prior to Expiration (SAProfileDetails_WebTracWarningDays)
Enter a numerical value in this field, if desired. The number you enter represents the number of days prior to a password's expiration date that WebTrac will begin notifying patrons that their password will expire.
Leave this field at '0' if you do not wish to provide password expiration warnings for WebTrac.
DeleteMinimum Alpha Characters (SAProfileDetails_WebTracMinimumAlpha)
Enter a numerical value in this field, if desired. The number you enter represents the minimum number of alpha characters (a, b, c, etc.) that must be present in a password for it to be valid.
Leave this field at '0' if you do not require a minimum number of alpha characters in a WebTrac password.
DeleteAllow Reuse After X Password Changes (SAProfileDetails_WebTracAllowReuseAfter)
Enter a numerical value in this field. The number you enter represents the threshold at which users can recycle their WebTrac password.
Leave this field at '0' if you do not require a minimum number of password changes prior to users being allowed to recycle a previous password.
DeleteMinimum Lower Case Characters (SAProfileDetails_WebTracMinimumLowerCase)
Enter a numerical value in this field, if desired. The number you enter represents the minimum number of lower case alpha characters (a, b, c, etc.) that must be present in a password for it to be valid.
Leave this field at '0' if you do not require a minimum number of lower case alpha characters in a WebTrac password.
DeleteLockout User After X Incorrect Login Attempts (SAProfileDetails_WebTracMaxAttempts)
Enter a numerical value in this field, if desired. The number you enter represents the number of login attempts a WebTrac patron will be allowed before being locked out of the account.
Leave this field at '0' if you wish to allow unlimited attempts and never want patrons to be locked out of their account due to a bad login.
DeleteMinimum Upper Case Characters (SAProfileDetails_WebTracMinimumUpperCase)
Enter a numerical value in this field, if desired. The number you enter represents the minimum number of upper case alpha characters (A, B, C, etc.) that must be present in a password for it to be valid.
Leave this field at '0' if you do not require a minimum number of upper case alpha characters in a WebTrac password.
DeleteAllow Consecutive Characters? (SAProfileDetails_WebTracAllowConsecutive)
Select this option if you wish to allow passwords for WebTrac that contain consecutive characters.
Deselect this option to disallow consecutive characters in passwords for WebTrac.
DeleteMinimum Numeric Characters (SAProfileDetails_WebTracMinimumNumeric)
Enter a numerical value in this field, if desired. The number you enter represents the minimum number of numeric characters (1, 2, 3, etc.) that must be present in a password for it to be valid.
Leave this field at '0' if you do not require a minimum number of numeric characters in a WebTrac password.
DeleteAllow Password to Match UserName or UserName in Reverse? (SAProfileDetails_WebTracAllowUserNameMatch)
Select this option if you wish to allow exact username and password matches or if you wish to allow a password that is the reverse of the username for WebTrac patrons For example, Username= WebTrac and Password = carTbeW.
Deselect this option to ensure that user names and passwords differ.
DeleteMinimum Special Characters (SAProfileDetails_WebTracMinimumSpecial)
Enter a numerical value in this field, if desired. The number you enter represents the minimum number of special characters (@, #, $, etc.) that must be present in a password for it to be valid.
Leave this field at '0' if you do not require a minimum number of special characters in a WebTrac password.
DeleteEnable Laser Fiche WebTrac Login? (SAProfileDetails_WebTracLaserFicheLogin)
Select this option to store your patron's WebTrac password in unencrypted, plain text format in the database.
When this option is enabled, the system will:
- Store unencrypted, plain text WebTrac passwords in the External Database Pin field on the Web User Name Update screen, which is accessed via Household Update.
- Store only those WebTrac passwords that are changed or created after this option is enabled. WebTrac password created before this option was enabled will not be affected.
- Hide/suppress the External Database Login and External Database Pin fields on the Web User Name Update from view.
WebTrac passwords can be viewed, if necessary, using DBEdit. Table to view=WebUserName.
Disable this option to skip the storing of your patron's WebTrac password in unencrypted, plain text format in the database.
DeleteMinimum Password Life in Days (SAProfileDetails_WebTracMinimumPasswordLifeInDays)
Enter a numerical value in this field, if desired. The number you enter represents the minimum lifetime in days of a WebTrac password. Until this value is reached, the current password is unable to be changed. This value cannot exceed the value of the Require Password Change Every X Days field.
Leave this field at '0' if you do not wish to limit how often patrons can change their WebTrac password.
DeleteAdult Age Begins At (SAProfileDetails_AdultAge)
Enter a numerical value, if desired. The number you enter represents the age at which your activities will be categorized as "Adult programs." Any activity section with a beginning or ending age that meets or exceeds this value will be categorized as an "Adult" program and will appear in WebTrac Activity searches for "Adult Programs."
For example, you enter '18' in this field. You offer a Collegiate SAT Prep activity with an age range on the Section of 15.00 - 20.00. Because the ending value (20) exceeds your threshold value of '18,' the SAT Prep program would appear in the Adult Programs search list in WebTrac.
IF the age range on your section meets or exceeds this value and the 'Senior Classes begin at age' value, the activity will be listed both as an Adult Program and a Senior program in WebTrac searches.
DeleteSenior Age Begins At (SAProfileDetails_SeniorAge)
Enter a numerical value in this field, if desired. The number you enter represents the age at which your activities will be categorized as "Senior programs." Any activity section with a beginning or ending age that meets or exceeds this value will be categorized as an "Senior program" and will appear in WebTrac Activity searches for "Senior Programs."
For example, you enter '60' in this field. You offer a Twilight Years Bowling activity with an age range on the Section of 50.00 - 99.00. Because '99' exceeds your threshold value here of '60,' the Twilight Years Bowling program would appear in the Senior Programs search list in WebTrac. Additionally, because your beginning age (50) precedes your value here (60), Twilight Years Bowling also will appear as an Adult Programs search list in WebTrac.
IF the age range on your section meets or exceeds this value and the 'Adult Classes begin at age' value, the activity will be listed both as an Adult Program and a Senior program in WebTrac searches, as noted in the example above. If you do not want Twilight Years Bowling to be listed as an Adult Program, you can either set the value in this field to '50' or you can adjust the age range on your Twilight Years Bowling program.
DeleteEmail Login URL - No Password Change (SAProfileDetails_EmailURLRegular)
Select a Comment Code, if desired. The Comment Code you select will be the email you send to users when distributing User IDs and your RecTrac Login Link via the Email Login URL - Single or All Users feature on the User Management DataGrid and opting NOT TO Change to Random Password.
See Also: Distributing RecTrac User IDs and Passwords via Email
Comment Codes are maintained in Comment Code Maintenance . Type = VSI Reserved.
DeleteEmail Login URL - With Password Change (SAProfileDetails_EmailURLRandom)
Select a Comment Code, if desired. The Comment Code you select will be the email you send to users when distributing User IDs and your RecTrac Login Link via the Email Login URL - Single or All Users feature on the User Management DataGrid and opting TO Change to Random Password.
See Also: Distributing RecTrac User IDs and Passwords via Email
Comment Codes are maintained in Comment Code Maintenance . Type = VSI Reserved.
DeleteRecTrac Session Tracking (SAProfileDetails_RecTracSurfPathTracking)
Select your RecTrac Session Tracking setting. Session tracking data is written to the SASessionTracking Table in the database and can provide information about which users log in and out of the system and what screens they visit, what processes they perform, etc. Vermont Systems recommends Off - Track Nothing
- Off - Track Nothing -The system will not provide any session tracking in RecTrac.
- User Only - Track Only Logged in Users - The system will track Users who log in and provide a record of screens visited, processes run, etc.
- On - Track Everything - The system tracks everything; every process and query and call to the database, etc.
Mobile RecTrac Session Tracking (SAProfileDetails_MobileRecTracSurfPathTracking)
Select your Mobile RecTrac Session Tracking setting. Session Tracking data is written to the SASessionTracking table in the database and can provide information about which users log in and out of the system and what screens they visit, what processes they perform and etc. Vermont Systems recommends Off - Track Nothing
- Off - Track Nothing -The system will not provide any session tracking in Mobile RecTrac.
- User Only - Track Only Logged in Users - The system will track Users who log in and provide a record of screens visited, processes run, etc.
- On - Track Everything - The system tracks everything; every process and query and call to the database, etc.
WebTrac Session Tracking (SAProfileDetails_WebTracSurfPathTracking)
Select your WebTrac Session Tracking setting. Session tracking data is written to the SASessionTracking Table in the database and can provide information about guests who browse WebTrac and patrons who log in and out of the WebTrac and their surf path history. Vermont Systems recommends On - Track Everything
- Off - Track Nothing -The system will not provide any session tracking in WebTrac.
- User Only - Track Only Logged in Users - The system will track patrons who log into WebTrac and provide a record of their surf path (i.e. screens visited).
- On - Track Everything - The system tracks guests and patrons and provides a surf path record for each call to the database via WebTrac.
Do not create Session Tracking records for these User Agent Keywords (Space Delimited) (SAProfileDetails_UserAgentBotKeywords)
Accept the default entries ("bot," "crawler," and "spider") and add additional keywords as needed. Session tracking records will not be created when a keyword entered is present. This list is designed to limit unwanted tracking due to internet "bots" that systematically browse the World Wide Web, typically for the purpose of Web indexing.
Entries in this list are space-delimited.
DeleteRecTrac - Delete Tracking History Older Than X Days? (SAProfileDetails_RecTracDeleteTrackingDays)
Accept the default value (30) or enter another value, if desired. The value you enter represents the number of days for which the system will store tracking information in the SASessionTracking Table for RecTrac sessions. History older than the threshold date is deleted automatically.
DeleteMobile RecTrac - Delete Tracking History Older Than X Days? (SAProfileDetails_MobileRecTracDeleteTrackingDays)
Accept the default value (30) or enter another value, if desired. The value you enter represents the number of days for which the system will store tracking information in the SASessionTracking table for Mobile RecTrac sessions. History older than the threshold date is deleted automatically.
DeleteWebTrac - Delete Tracking History Older Than X Days? (SAProfileDetails_WebTracDeleteTrackingDays)
Accept the default value (30) or enter another value, if desired. The value you enter represents the number of days for which the system will store tracking information in the SASessionTracking Table for WebTrac sessions. History older than the threshold date is deleted automatically.
DeleteRecTrac - Delete Sessions with No Tracking History? (SAProfileDetails_RecTracDeleteSessionsNoHistory)
Select this option to have the system delete RecTrac session records with no tracking history. When enabled, the system will delete SASessionInfo table records for RecTrac sessions that do not have any corresponding SASessionTracking Table records.
This option is enabled by default.
DeleteMobile RecTrac - Delete Sessions with No Tracking History? (SAProfileDetails_MobileRecTracDeleteSessionsNoHistory)
Select this option to have the system delete Mobile RecTrac session records with no tracking history. When enabled, the system will delete SASessionInfo table records for Mobile RecTrac sessions that do not have any corresponding SASessionTracking table records.
This option is enabled by default.
DeleteWebTrac - Delete Sessions with No Tracking History? (SAProfileDetails_WebTracDeleteSessionsNoHistory)
Select this option to have the system delete WebTrac session records with no tracking history. When enabled, the system will delete SASessionInfo table records for WebTrac sessions that do not have any corresponding SASessionTracking Table records.
This option is enabled by default.
DeleteSend WebTrac Invite for New RecTrac Households? (SAProfileDetails_SendWebTracInviteNewHH)
Select this option to have households created in RecTrac emailed an invitation to create a login for WebTrac.
DeleteDatabase Extent Size (SAProfileDetails_DatabaseExtentSize)
This field determines the size of new database extents that get added, either when added through Database Extent Management or when added via the "Database Extent Size Check" Scheduled Event.
Select the size for your database extents. When a database extent reaches its warning size, the system will add a new extent automatically. The option you select here is the size of the extent that will be added.
Generally speaking, a selection of "1GB" or "2GB" is sufficient. Contact Vermont Systems Support for further information or guidance, if needed.
DeleteStore Receipts Outside The Database (SAProfileDetails_StoreReceiptsOutsideDB)
Select this option if you wish to have sales receipts stored in a directory outside of your RecTrac database.
THEN
Enter the file location, relative to your WebSpeed and AppServer broker, where you want the receipts stored. For example, C:\vsi3\receipts, where C:\ is the mapped partition on your RecTrac Database Server where \vsi3 is installed.
Leave this option deselected to store receipts in your database.
When this option is selected, receipts will be stored in the location specified plus the path "Site\Year\Month\Day." These additional directories will be created automatically as new receipts are generated. Using the example above, if the site to which your User ID is linked were "POOL" and "Today's Date" were May 31, 20xx, then "today's" receipts would be stored in C:\vsi\receipts\POOL\20xx\May\31 on your RecTrac Database Server. "Tomorrow's" receipts would be stored in C:\vsi\receipts\POOL\20xx\June\1, etc.
Notes:
- "Site" is the Site Management record to which your User ID is linked. If you are not using sites, then "Site" value in the path will be "NoSite."
- Receipt records are created in the SABlob file and show in the Document Center. The MiscInformation field displays the path to where the actual receipt .pdf resides.
- Receipts stored outside of the database are exempt from the Receipt Purge program.
Receipt Location (Must be relative to the Webspeed and Appserver broker) (SAProfileDetails_ReceiptLocation)
This option is applicable only if you are opting to Store Receipts Outside the Database.
Enter the file location, relative to your WebSpeed and AppServer broker, where you want the receipts stored. For example, C:\vsi3\receipts, where C:\ is the mapped partition on your RecTrac Database Server where \vsi3 is installed.
When storing receipts outside of the database, receipts will be stored in the location specified plus the path "Site\Year\Month\Day." These additional directories will be created automatically as new receipts are generated. Using the example above, if the site to which your User ID is linked were "POOL" and "Today's Date" were May 31, 20xx, then "today's" receipts would be stored in C:\vsi\receipts\POOL\20xx\May\31 on your RecTrac Database Server. "Tomorrow's" receipts would be stored in C:\vsi\receipts\POOL\20xx\June\1, etc.
DeleteHH/FM Questions
Household/Family Member Questions (SAProfile_StaticParameters_StaticParameters_QuestionDataGrid)
The HH/FM Questions DataGrid displays all Questions currently linked. These questions appear in Household and Family Member Management respectively and will appear in the order they are listed.
Questions are maintained in Question Management.
See Also: RecTrac Questions for a full description RecTrac Questions set up information and examples.
Buttons on the screen…
Click Add Question to continue to the Question Management DataGrid where you can select the question you wish to add to Household/Family Member Management.
Highlight/Select a record and click Change to continue to the Question Update screen where you may change limited information on the question if desired.
Highlight/Select a record and click Delete to remove it from the DataGrid and from Household Management as well.
Highlight/Select a record and click Preview to view the question in preview mode.
DeleteMainTrac
Facility for Posting Leave Time (SAProfileDetails_LeaveFacility)
This field is applicable only if you use MainTrac to track employee leave time.
Select the Facility Fixed Asset you wish to use for the posting of leave time. When posting leave time for your employees the facility you select here will be used as the default.
DeleteTask for Posting Leave Time (SAProfileDetails_LeaveTask)
This field is applicable only if you use MainTrac to track employee Leave Time.
Select the Task you want to use for the posting of leave time. When posting leave time for your employees the Task you select here will be used as the default.
DeleteBegin Fiscal Year (SAProfileDetails_BeginFiscalYear)
Select the date on which your Fiscal Year begins. The system uses this date to update comparative data between this year, last year and next year. This field will update automatically when you run the MainTrac Year End Processing program.
DeleteWork Order Approval Codes (SAProfileDetails_MTWOApprovalList)
Select the Work Order Approval Code(s) you want to use. Multiple selection is allowed. The Work Order Approval Code(s) you select will be the codes needed to approve Work Orders. For example, you select 'Supervisor' and 'Manager' in this field. For a Work Order to be approved, BOTH codes must be linked to it.
Work Orders remain in reviewed' status until all applicable Approval Codes have been linked. Generally speaking if multiple Approval Codes are linked here then various people will have to "sign off" on a Work Order to get it approved. For this reason Work Order Approval Codes are linked on the MainTrac Permissions tab of the Permissions profile.
Work Order Approval Codes are maintained in System Code Management. Type = Work Order Approval.
DeleteUse GL Codes (SAProfileDetails_MainTracUseGLCodes)
Select this option is you want to track GL Codes in MainTrac.
THEN
Make appropriate selections in the fields that appear.
Generally speaking you will use GL Codes in MainTrac only if you are tracking payroll (if you are exporting MainTrac payroll through a payroll interface) and/or if you are tracking MainTrac GL usage from RecTrac (if you are exporting GL information through a GL Interface).
You do not need to track GL in MainTrac in order to run other significant reports for usage costs labor costs and etc.
DeleteGL Code Selection Preference for Labor (SAProfileDetails_MTGLLaborSelection)
This field is applicable only if the Use GL Codes option is selected.
Select where you want the system to look for GL Codes when expending job costs for labor. Your setting in this field dictates the default setting. Default settings can be overridden during the logging process if needed.
- Resource - Labor costs for a job will be expended to the GL Code on the staff member's payroll code(s).
- Activity - Labor costs for a job will be expended to the GL Code on the Task Code Task Category or Task Class.
GL Code Selection Preference for Equipment (SAProfileDetails_MTGLEquipmentSelection)
This field is applicable only if the Use GL Codes option is selected.
Select where you want the system to look for GL Codes when expending job costs for equipment. Your setting in this field dictates the default setting. Default settings can be overridden during the logging process if needed.
- Resource - Labor costs for a job will be expended to the GL Code on the staff member's payroll code(s).
- Activity - Labor costs for a job will be expended to the GL Code on the Task Code Task Category or Task Class.
GL Code Selection Preference for Materials (SAProfileDetails_MTGLMaterialsSelection)
This field is applicable only if the Use GL Codes option is selected.
Select where you want the system to look for GL Codes when expending job costs for materials. Your setting in this field dictates the default setting. Default settings can be overridden during the logging process if needed.
- Resource - Labor costs for a job will be expended to the GL Code on the staff member's payroll code(s).
- Activity - Labor costs for a job will be expended to the GL Code on the Task Code Task Category or Task Class.
GL Code Selection Preference for Contracts (SAProfileDetails_MTGLContractsSelection)
This field is applicable only if the Use GL Codes option is selected.
Select where you want the system to look for GL Codes when expending job costs for contracts. Your setting in this field dictates the default setting. Default settings can be overridden during the logging process if needed.
- Resource - Labor costs for a job will be expended to the GL Code on the staff member's payroll code(s).
- Activity - Labor costs for a job will be expended to the GL Code on the Task Code Task Category or Task Class.
Benefit GL Code (SAProfileDetails_BenefitGLCode)
This field is applicable only if the Use GL Codes option is selected.
Select the GL Code you want to charge for Benefit expenses.
DeleteOverhead GL Code (SAProfileDetails_OverheadGLCode)
This field is applicable only if the Use GL Codes option is selected.
Select the GL Code you wish to charge for overhead expenses.
DeleteLeave GL Code (SAProfileDetails_LeaveGLCode)
This field is applicable only if the Use GL Codes option is selected.
Select the GL Code you want to charge for leave expenses.
DeleteShift GL Code (SAProfileDetails_ShiftGLCode)
This field is applicable only if the Use GL Codes option is selected.
Select the GL Code you want to charge for Shift differential expenses.
DeleteDefault Work Order Questions (SAProfile_StaticParameters_StaticParameters_MTWOQuestionDataGrid)
The Default Work Order Questions DataGrid displays all Questions regarding Work Orders that currently linked. These questions appear in Work Order Update behind the Additional Information button. Questions there appear in the order they are listed here. The reason you link default questions is to allow users the ability to gather extraneous information about a Work Order that is not covered by the fields on the screen.
Questions are maintained in Question Management.
See Also: RecTrac Questions for a full description RecTrac Questions set up information and examples.
Buttons on the screen…
Click Add Question to continue to the Question Management DataGrid where you can select the question you wish to add to Household/Family Member Management.
Highlight/Select a record and click Change to continue to the Question Update screen where you may change limited information on the question if desired.
Highlight/Select a record and click Delete to remove it from the DataGrid and from Household Management as well.
Highlight/Select a record and click Preview to view the question in preview mode.
DeleteDefault Contract Questions (SAProfile_StaticParameters_StaticParameters_MTCNQuestionDataGrid)
The Default Contract Questions DataGrid displays all questions regarding contracts that currently linked. These questions appear in Contract Update behind the Additional Information button. Questions there appear in the order they are listed here. The reason you link default questions is to allow users the ability to gather extraneous information about a Work Order that is not covered by the fields on the screen.
Questions are maintained in Question Management.
See Also: RecTrac Questions for a full description RecTrac Questions set up information and examples.
Buttons on the screen…
Click Add Question to continue to the Question Management DataGrid where you can select the question you wish to add to Household/Family Member Management.
Highlight/Select a record and click Change to continue to the Question Update screen where you may change limited information on the question if desired.
Highlight/Select a record and click Delete to remove it from the DataGrid and from Household Management as well.
Highlight/Select a record and click Preview to view the Question in preview mode.
DeleteDefault Material Questions (SAProfile_StaticParameters_StaticParameters_MTMIQuestionDataGrid)
The Default Materials Questions DataGrid displays all questions regarding materials that currently linked. These questions appear in Materials Update behind the Additional Information button. Questions there appear in the order they are listed here. The reason you link default questions is to allow users the ability to gather extraneous information about a Work Order that is not covered by the fields on the screen.
Questions are maintained in Question Management.
See Also: RecTrac Questions for a full description RecTrac Questions set up information and examples.
Buttons on the screen…
Click Add Question to continue to the Question Management DataGrid where you can select the question you wish to add to Household/Family Member Management.
Highlight/Select a record and click Change to continue to the Question Update screen where you may change limited information on the question if desired.
Highlight/Select a record and click Delete to remove it from the DataGrid and from Household Management as well.
Highlight/Select a record and click Preview to view the question in preview mode.
DeleteDefault Staff Questions (SAProfile_StaticParameters_StaticParameters_MTSFQuestionDataGrid)
The Default Staff Questions DataGrid displays all questions regarding Staff Members that currently linked. These questions appear in Staff Update • MainTrac Information tab behind the Additional Information button. Questions there appear in the order they are listed here. The reason you link default questions is to allow users the ability to gather extraneous information about a Work Order that is not covered by the fields on the screen.For example if you supply T-Shirts to your grounds keeping crew then you might link a question asking for "Shirt Size."
Questions are maintained in Question Management.
See Also: RecTrac Questions for a full description RecTrac Questions set up information and examples.
Buttons on the screen…
Click Add Question to continue to the Question Management DataGrid where you can select the question you wish to add to Household/Family Member Management.
Highlight/Select a record and click Change to continue to the Question Update screen where you may change limited information on the question if desired.
Highlight/Select a record and click Delete to remove it from the DataGrid and from Household Management as well.
Highlight/Select a record and click Preview to view the question in preview mode.
DeleteThird-Party Integrations
Fingerprint DB Connection String (SAProfileDetails_m2sysDBstring)
This field is applicable only for customers using the M2Sys Biometric Fingerprint/Finger vein Readers
Enter the connect string to the 3rd party database that houses your M2Sys fingerscans. When deleting households and/or Cross References (Xrefs) from your RecTrac Database the system will use this connect string to delete the household's fingerscans from the 3rd party database.
For example Provider=Microsoft.ACE.OLEDB.12.0;Persist Security Info=False;Data Source=C:\Program Files (x86)\BioPlugin\Database.mdb;Jet OLEDB:Database Password=b10w
DeleteEnable ePACT Integration (SAProfileDetails_EnableEpactIntegration)
Check this field to enable RecTrac integration with ePACT Network. The RecTrac application integrates seamlessly with ePACT Network to create ePACT Groups and Members, and send user invites for activities requiring medical and emergency contact information (for more information about ePACT Network visit https://www.epactnetwork.com/).
See Also: Topic Doc - ePACT Network Integration for further information if needed.
See Also: Video ePACT Network Integration.
Enabling ePACT integration requires the following steps to be completed:
- In Static Parameters click the Third Party Intergrations tab and then check the Enable ePACT Integration field.
- In Static Parameters click the Third Party Intergrations tab and then enter the ePACT Client Key field value given to you by ePACT Network. This is a unique identifier that associates RecTrac data with your ePACT Network account.
- In Section Maintenance check the Enable ePACT field for each section in which you want ePACT integration to be used. Depending on your organization's needs you may have all or just a subset of your sections utilizing ePACT. For Example: You might only use ePACT for summer camps or other specific sections based on your needs.
That's it! RecTrac will send updated information to the ePACT Network about your activities and their rosters four (4) times per day at 12:00am 06:00:00 12:00:00 and 6:00pm.
DeleteePACT Endpoint (SAProfileDetails_EpactEndpoint)
This field is only available if you have enabled ePACT Integration.
Expand the Drop-down list and select your ePACT Endpoint URL:
- webapp-ca.epactnetwork.com (Canadian)
- webapp-us.epactnetwork.com (US)
The ePACT Endpoint URL you will connect with will be provided to you by ePACT and Vermont Systems.
DeleteAuto Invite New ePACT Members? (SAProfileDetails_EpactSendInvite)
This field is only available if you have enabled ePACT Integration.
Check this field to notify ePACT to automatically send Member invites for new enrollments (this is the default). Remove the check mark to require manual sending of Member invites from the ePACT Administration Web Application. For Example: When you are new to this ePACT integration it might be desireable to disable automatic notifications until you are familiar with both systems who and when information is sent. Afterwards enable this automatic process to simplify integration. To correct this issue the patron's record MUST be updated within RecTrac to include an email address. Afterwards, the record will be sent in the next batch to ePACT.
DeleteePACT Key Type (SAProfileDetails_EpactKeyType)
This field is only available if you have enabled ePACT Integration.
Select the type of key you will use to connect with ePACT: Client Key or Organization ID
DeleteePACT Administrator E-Mail (SAProfileDetails_EpactAdminEmail)
This field is only available if you have enabled ePACT Integration.
Enter the email address(es) that should be notified when a patron is unable to be sent from RecTrac to ePACT. This occurs when a patron registers for an activity enabled for ePACT and he/she cannot be sent over due to a missing email address. To have multiple people notified when this occurs enter the email addresses with a comma separator.
DeleteePACT Client Key (ePACT will provide this to you) (SAProfileDetails_EpactClientKey)
This field is only available if you have enabled ePACT Integration.
Enter the Client Key or Organization ID provided to you by ePACT Network which is a unique identifier that associates RecTrac data with your ePACT Network account.
DeleteSet Client Key (SAProfileDetails_EpactSetClientKey)
This field is only available if you have enabled ePACT Integration.
This button will fetch and populate your database with the different dashboards available to you from ePACT, enabling you to add them to Activity Sections.
Enable CampDoc Integration (SAProfileDetails_EnableCampDocIntegration)
Check this field to enable RecTrac integration with CampDoc. The RecTrac application integrates seamlessly with CampDoc to manage your activities that require medical and emergency contact information (for more information about CampDoc visit https://campdoc.com/).
See Also: Topic Doc - CampDoc Integration for further information if needed.
Enabling CampDoc integration requires the following steps to be completed:
- In Static Parameters click the Third Party Integrations tab and then check the Enable CampDoc Integration field.
- In Section Maintenance check the Enable CampDoc field for each section in which you want CampDoc integration to be used. Depending on your organization's needs you may have all or just a subset of your sections utilizing CampDoc.For example you might only use CampDoc for summer camps or other specific sections based on your needs.
CampDoc Notify Administrator E-Mail (SAProfileDetails_CampDocAdminEmail)
This field is only available if you have enabled CampDoc Integration.
Enter the email address(es) that should be notified when a patron is unable to be sent from RecTrac to CampDoc. This occurs when a patron registers for an activity enabled for CampDoc and he/she cannot be sent over due to a missing email address. To have multiple people notified when this occurs enter the email addresses with a comma separator.
DeleteCampDoc Client ID (CampDoc will provide this to you) (SAProfileDetails_CampDocClientID)
This field is only available if you have enabled CampDoc Integration.
Enter the Client ID provided to you by CampDoc which is a unique identifier that associates RecTrac data with your CampDoc account.
DeleteCampDoc Client Secret (CampDoc will provide this to you) (SAProfileDetails_CampDocClientSecret)
This field is only available if you have enabled CampDoc Integration.
Enter the Client Secret provided to you by CampDoc.
DeleteCampDoc Organization ID (SAProfileDetails_CampDocOrgID)
This field is only available if you have enabled CampDoc Integration.
Enter the CampDoc Organization ID provided to you by CampDoc.
Delete