Seth Warren
sethw@vermontsystems.com
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FastTrac: StarTSP 10.3 Setup
Published July 19th, 2022 by Seth Warren
Summary In the final installment of our FastTrac: StarTSP Setup series, join Michael Cianci as he walks through setting up your StarTSP printer within a RecTrac 10.3 setup. Video Your browser does not support HTML5 video. Transcript Michael Cianci 0:01 Welcome to Fast Track. In this video, we'll be covering the setup for the Star TSP 100 in Rec
FastTrac: RecTrac Server Update
Published July 19th, 2022 by Seth Warren
Summary Join Zach Malloch as he reviews how to download and install RecTrac Updates. Video Your browser does not support HTML5 video. Transcript In this fast track video, we're going to be going over applying the latest RecTrac and Progress updates to the RecTrac server. To do this, you'll need local admin access to the RecTrac server, the latest Re
FastTrac: Teamworks
Published July 11th, 2022 by Seth Warren
Summary Now that you're scheduled to migrate to RecTrac 3.1, join Dylan Greer as he walks through the Teamworks management site. This will allow you to help manage your upcoming project in an organized and easy method to stay on top from begin to end. Video Your browser does not support HTML5 video. Transcript Welcome to teamwork that your imple
FastTrac: Rules in Set Management
Published July 21st, 2022 by Seth Warren
Summary Join Brian Hatch as he reviews how to set up your Rules / Restrictions within Set Management. Video Your browser does not support HTML5 video. Transcript Let's create a registration date rule set that we can then use at one of our higher levels. So from the menu, I'm going to Type in set and Click on Set management. And we have quite a few d
FastTrac: Dashboard Setup
Published July 22nd, 2022 by Seth Warren
Summary Join host Brian Hatch as he breaks down how to create charts and graphs within your RecTrac 3.1 database Video Your browser does not support HTML5 video. Transcript Welcome. In this video, we will review what a dashboard is, and give you a few different examples of ways you could use a dashboard. And then the main focus of the video is goin
FastTrac: Bulk Changes in RecTrac
Published July 22nd, 2022 by Seth Warren
Information: Join Brian Hatch as he reviews how to process a bulk change within RecTrac 3.1 Video: Your browser does not support HTML5 video. Transcription: In this video, we're going to walk through the process of making a bulk change in RecTrac. The Bulk Change program is available for any management records. And in our example, today, we're going
RecChat: NextGen UI Updates, Dashboards, and Charts - 3/19/2020
Published August 19th, 2022 by Seth Warren
Episode Summary Join Patrick Hayden, Bryan Gillian, and Zach Malloch as they discuss updates to the Next Gen UI, Dashboards, and Charts in RecTrac 3.1 Recording Your browser does not support HTML5 video. Transcription: Zach Malloch 0:41 Hello, and welcome to a very special edition of RecChat from home for me. But yeah, it's probably about 200 yar
Topic Doc: Late Fee Processing
Published June 17th, 2022 by Seth Warren
Document Summary Late Fee Processing allows you to apply late payment penalty fees to households that owe balances for services on/after a specified date. When the Late Fee Processing program is run, the system searches the Activity Section range entered and applies the Late Payment Fee to any enrollee's balance for which an amount is still due. Add
FastTrac: Payment Reversals in RecTrac 3.1
Published July 22nd, 2022 by Seth Warren
Summary Join host Zach Malloch as he reviews Transaction Update and how to reverse a payment within RecTrac 3.1 Video Your browser does not support HTML5 video. Transcript In this fasttrac video, we will cover using the transaction update program to correct paycode selections, correct payment amount information, back out an incorrect payment or conv
Topic Doc: Permissions Profile, Permissions Codes, Override Codes, Sites
Published June 16th, 2022 by Seth Warren
Document Summary This Topic Document is going to provide the basic information you need to set up the Permissions Profile, Permissions Codes, and Override Codes in RecTrac and will use the Activity Module as an example. Permissions are applied very similarly to other RecTrac Modules: Facilities, Passes, and etc…. You will create a Permissions Profil
Topic Doc: Distributing RecTrac User IDs and Passwords via Email
Published June 16th, 2022 by Seth Warren
Document Summary The Email Login URL (Single or All Users) dialog allows you to send RecTrac User ID and new password (optional) information to an individual User ID or All User IDs in your User Management DataGrid. Email Login URL is a good option for distributing new passwords to existing users. It is also a good option for distributing User IDs a
Topic Doc: Musco Lighting Interface Export/Import
Published June 17th, 2022 by Seth Warren
Document Summary The Light System Interface is designed to share game schedules with your Musco lighting system which automates the light timing for your fields (i.e., baseball, football, soccer, etc…). Schedules can be automatically sent to and received by Musco. Exporting from RecTrac to Musco - RecTrac includes the schedule needed for game lighti
FastTrac: Rules - Registration Dates
Published July 21st, 2022 by Seth Warren
Summary Join Brian Hatch as he reviews how to create a rule for registration dates Video Your browser does not support HTML5 video. Transcript In this video, we will review common registration date setup scenarios, and every customer is different but hopefully this will give you some options to consider and discuss in more detail with your implement
FastTrac: StarTSP Install
Published July 19th, 2022 by Seth Warren
Summary Join Seth McMullen in this first of three part mini series discussing Star TSP 100 Printers within RecTrac. In the first installment, Seth goes over how to install a Star Printer to your workstation. Once installed and a Test Print within Windows is able to be completed, you're ready to move onto the second video in the series! Video Your
FastTrac: ePACT
Published July 22nd, 2022 by Seth Warren
Summary This FastTrac video on ePACT will go over the basic setup steps your organization will need to take to enable your sections to work with ePACT. Video Your browser does not support HTML5 video. Transcript Welcome to this fasttrac video, which will guide you through the basic steps required to configure the integration with ePACT network. To d
Topic Doc: VIC Installation using Windows Installer
Published June 16th, 2022 by Seth Warren
Document Summary Vermont Integration Client (VIC) is the component piece that allows workstations and tablets running RecTrac 3.1 to interface with peripheral hardware, such as but not limited to: printers, cash drawers, credit card pin pads, bar code readers, and cameras. So, if you're running cash drawers, taking credit cards, tracking visits, or
FastTrac: Linking Rule Sets
Published July 21st, 2022 by Seth Warren
Summary Join Brian Hatch as he reviews how to link your rule sets within RecTrac 3.1 Video Your browser does not support HTML5 video. Transcript The last step after creating your rule set for your registration dates, I'm gonna go ahead and save my set as a whole. So we created a brand new set, we set some parameters in there for potential registrati
FastTrac: BadPrimary
Published July 19th, 2022 by Seth Warren
Introduction: Join Brian Hatch as we review how to run the Bad Primary program leading up to your RecTrac 3.1 Migration. Video: Your browser does not support HTML5 video. Transcription: Welcome. In this video, we are going to review the bad primary step for your 3.1 pre migration. Under tasks, I'm in the Teamwork project, there is a task for bad pri
FastTrac: How to Create a Custom Activity Schedule
Published July 22nd, 2022 by Seth Warren
Summary Join Brian Hatch as we review how to set up a custom schedule for your activities within RecTrac 3.1 Video Your browser does not support HTML5 video. Transcript In this video, we're going to walk through the process of creating a custom schedule on an activity section in RecTrac. From my menu, I'm just gonna Type in section and open up ac
FastTrac: Menu Management
Published July 20th, 2022 by Seth Warren
Summary Join Brian Hatch as he begins a three-part series to review updating menu's in RecTrac 3.1 Video Your browser does not support HTML5 video. Transcript Welcome to the 3.1 menu migration video. In this video, we will give you a brief overview of how the 3.1 menu is set up after your migration. How do I find a program? How do I change a menu, t
FastTrac: Accessing Reports in 3.1
Published July 21st, 2022 by Seth Warren
Information: Join Brian Hatch as he reviews how to access reports in RecTrac 3.1 Video: Your browser does not support HTML5 video. Transcription: Welcome to the 3.1 How to run a report video. In this video, we review how to access and run reports and 3.1. In 10.3, every version of a report had its own report Screen and filters. And often the
FastTrac: Facility Locations
Published July 25th, 2022 by Seth Warren
Summary Join host Zach Malloch as we review how to set up Facility Locations within RecTrac 3.1 Video Your browser does not support HTML5 video. Transcript Facility locations are another linking level and they represent the physical address for the facilities that you reserve or where programming takes place. Typically, you would have one locatio
Report Output Listing
Published January 13th, 2023 by Seth Warren
Report Output Listing The Report Output Listing acts as a report library and, by default, typically lists the reports your organization runs on a regular basis. By design, this option lacks the command functions available in the Report Output Management tool. The Report Output Management tool should be used by RecTrac administrators to determine whi
FastTrac: Module Question Cleanup
Published July 20th, 2022 by Seth Warren
Summary Join Brian Hatch as he reviews how to adjust questions linked to your modules in RecTrac 3.1 Video Your browser does not support HTML5 video. Transcript In this video, we will review the topic for reviewing module questions. After the migration, you will have certain questions that are set at the module level that will cover all the differen
Topic Doc: Gift Certificates | Gift Cards
Published June 23rd, 2022 by Seth Warren
Document Summary RecTrac allows you to sell and redeem Gift Certificates/Gift Cards. Gift Cards and Gift Certificates are the same thing in RecTrac. The difference between the two is what the customer receives at the time of purchase. Gift Certificates typically are printed on paper. Gift Cards typically are printed on hard plastic PVC type cards. O
FastTrac: NextGen Vic Install
Published July 22nd, 2022 by Seth Warren
Summary Join Zach Malloch as he reviews how to install the next generation of VIC onto your workstation. Video Your browser does not support HTML5 video. Transcript Welcome to Fast Track in this video we'll be covering the installation of the Next Gen version of VIC the Vermont integration client. To follow along you'll need admin access to the work
FastTrac: Bulk Change Web Settings
Published July 22nd, 2022 by Seth Warren
Information: Join Brian Hatch as we review how to run the Bulk Change Web Settings program within RecTrac 3.1 Video: Your browser does not support HTML5 video. Transcription: In this video, we're going to review the bulk web settings change program in RecTrac. This is a program that you can schedule to automatically remove items from your website as
FastTrac: How to setup Waitlists
Published July 22nd, 2022 by Seth Warren
Summary Join Brian Hatch as he reviews how to setup Waitlists within your RecTrac 3.1 database. Video Your browser does not support HTML5 video. Transcript In this video, we're going to walk through the process of setting up an activity in RecTrac for waitlist enrollments. RecTrac has the capability of tracking above and beyond your max section coun
FastTrac: Rules Introduction
Published July 21st, 2022 by Seth Warren
Summary Join Brian Hatch as he reviews Rules and Restrictions within RecTrac 3.1 Video Your browser does not support HTML5 video. Transcript Welcome to the 3.1 rule migration video. Rules are a core concept of RecTrac. And they control everything from who can register, enroll or purchase items in your database, but also who can cancel and other tran
RecChat: iFrame - 07/30/2020
Published August 18th, 2022 by Seth Warren
Episode Summary Join Bret Alarcon, Michael Cianci, and Jordan Tipson as they discuss the merits of the new iFrame payment page. The iFrame setup allows you to process credit card payments on the same payment screen, allowing you to avoid possible issues that come from credit card payments on redirected pages. Recording Your browser does not suppo
FastTrac: Household Transfer/Merge
Published July 22nd, 2022 by Seth Warren
Summary Join Brian Hatch as we review how to process a Household Transfer / Merge within RecTrac 3.1 Video Your browser does not support HTML5 video. Transcript In this video, we're going to walk through the process of using the household transfer merge program to clean up any duplicate family member or household records in your database. Once a tra
FastTrac: Facility Records
Published July 25th, 2022 by Seth Warren
Summary Join Zach Malloch as we review how to create a Facility Record in RecTrac 3.1. Zach will also cover basic facility fees, basic facility rules, and how to set basic facility trees. Video Your browser does not support HTML5 video. Transcript The facility records are the actual items that you'll be processing within the database. These will be
FastTrac: Waitlist Processing
Published July 22nd, 2022 by Seth Warren
Summary Join Brian Hatch as he reviews how to enroll a patron from the waitlist into an activity. Video Your browser does not support HTML5 video. Transcript In this video, we'll walk through the topic of waitlist processing, or the process to move somebody from a waitlist status to an enrolled status on an activity roster. To do this process, we're
RecChat: Kiosk Mode - 02/20/2020
Published August 12th, 2022 by Seth Warren
Episode Summary Join Zach, Patrick and Brian as they discuss phase 1 of Kiosk mode in RecTrac 3.1. Learn about the initial functions of Kiosk mode, what's being worked on for Phase 2 and lots of Questions / Answers about how you can use Kiosk mode at your location to improve your customer experience. Recording Your browser does not support HTML5 vi
FastTrac: Custom Menu Management
Published July 20th, 2022 by Seth Warren
Summary Join Brian Hatch as he reviews how to update / create custom menu's in RecTrac 3.1 Video Your browser does not support HTML5 video. Transcript In this video, we will review the different menu components, in a little more detail. And to show you the steps, you'll need to make custom Menus in 3.1. And move away from simple menu permissions. To
FastTrac: Facility Classes
Published July 25th, 2022 by Seth Warren
Summary Join host Zach Malloch as we review Facility Classes, how they can set up and why they're important when establishing facilities in RecTrac 3.1. Video Your browser does not support HTML5 video. Transcript Facility classes are the first method we have of grouping like facilities to like. These should be broad or general in nature as they'll b
RecChat: Live To Demo - 07/29/2021
Published August 19th, 2022 by Seth Warren
Episode Summary Join Ross Tenaglia, Zach Malloch, and Bret Alarcon as they discuss the process of refreshing your Demo Environment. They discuss the importance of having an update to date demo and the steps necessary to refresh it. Video Your browser does not support HTML5 video. Transcript Zach Malloch 0:09 Well, I certainly hope everybody has
FastTrac: User Record Setup Considerations
Published July 22nd, 2022 by Seth Warren
Summary Join Brian Hatch as he reviews setup considerations when entering users into RecTrac. Video Your browser does not support HTML5 video. Transcript Filling out your Username sheet is an easy process. There's only a few required fields user ID, name, user group, email address and password. These fields are required to build any new user record
RecChat: GolfTrac Fee Options - 04/02/2020
Published August 5th, 2022 by Seth Warren
Episode Summary Join Winfield Reichard, Ryan Mitchell, and Zach Malloch as they review Golf Trac fees in RecTrac 3.1. These new setup options would allow you to charge fees without your patrons having to come in and pay for them in person. This hands-off option can enable your patrons to pay online before their tee time while cutting down on close
FastTrac: GL Code Setup Considerations
Published July 22nd, 2022 by Seth Warren
Summary Join Brian Hatch as he reviews items to consider when creating GL Codes within RecTrac. Video Your browser does not support HTML5 video. Transcript GL codes are usually a pretty straightforward discussion. The GL codes typically already exist either in your current system or on the financial software that is in the back end. Generally speaki
RecChat: Opening Outdoor Facilities - 04/01/2021
Published September 9th, 2022 by Seth Warren
Episode Summary Join Zach Malloch, Michael Cianci, Cullen Barber, Ross Tenaglia, and Brett Alarcon as they discuss strategies when opening up summer locations. The conversation includes updates to VIC, adjusting for covid protocols, tracking attendance, and a host of other questions from an active audience. Recording Your browser does not support H
RecChat: NextGen WebTrac Update - 12/17/2020
Published September 9th, 2022 by Seth Warren
Episode Summary Join Zach, Brian, Brian, Cullen, Patrick, and Bret as they update you on the recent (2020) changes to the new WebTrac UI. They'll walk through some sample customer sites where this has been implemented, displaying the changes and talking about what the future holds for this new WebTrac User Interface. Recording Your browser does not
FastTrac: Migration Training Intro
Published July 21st, 2022 by Seth Warren
Summary Join Brian Hatch as he welcomes you to the Migration Training Video series. Video Your browser does not support HTML5 video. Transcript Welcome to our migration video series, we are excited to walk you through the migration process. 3.1 will give you and your customers the ability to take advantage of our new capabilities and features th
FastTrac: Moving Items to a Deleted Status
Published July 20th, 2022 by Seth Warren
Summary Join Brian Hatch as he reviews how to adjust your record status's from Active to Inactive or Deleted to clean up your datagrids. Video Your browser does not support HTML5 video. Transcript In this video, we're going to discuss the topic of marking module items as deleted. In every database over time, there are items that are no longer used.
FastTrac: Trimming Appserver
Published July 11th, 2022 by Seth Warren
Summary Join Zach Malloch as we review how to trim your AppServer and WebSpeed brokers. Ever wonder how to resolve those EventTimer Errors that sometimes pop up? Watching this video will explain everything you'll need to know to resolve that issue! Video Your browser does not support HTML5 video. Transcript Zach Malloch 0:00 Welcome to this fas
FastTrac: StarTSP Setup
Published July 19th, 2022 by Seth Warren
Summary In part two of our StarTSP FastTrac series, join Michael Cianci as he covers how to setup your new printer within RecTrac 3.1. Michael reviews how to set up your printer profiles, how to link them correctly and how to make sure that VIC can see your new printer. Part 3 of the StarTSP FastTrac series covers the same setup but within RecTrac
RecChat: Household Merge - 05/20/2021
Published August 5th, 2022 by Seth Warren
Episode Summary Host Zach Malloch is joined by Senior Support Analyst Keriann O'Leary, Education Product Designer Bret Alarcon, and Director of Services Cullen Barber as they review how to process a Household Transfer / Merge within RecTrac 3.1. This RecChat includes the merits of completing a Partial Merge vs a Full Merge, What to keep your eyes p
FastTrac: Updating a Transaction | Receipt
Published July 22nd, 2022 by Seth Warren
Summary Join Zach Malloch as we review the how to update receipt information using Transaction Update. Video Your browser does not support HTML5 video. Transcript This Fast Track video will cover updating a receipt with the transaction update program. This utility is generally used to correct one of the following issues, cash or check being transpos
FastTrac: Activity Code Considerations
Published July 22nd, 2022 by Seth Warren
Information: Join Brian Hatch as he reviews different strategies you can implement when coding your activities within RecTrac. Video: Your browser does not support HTML5 video. Transcription: For the activity module, we have to initial lists that we need to populate the activity codes. And underneath them the activity sections. The activity codes re
FastTrac: Add Question/Answer Records to a Report
Published July 19th, 2022 by Seth Warren
Introduction: Join Brian Hatch as he reviews how to add a Question / Answer record to a custom report within RecTrac 3.1 Video: Your browser does not support HTML5 video. Transcription: Brian Hatch 0:02 In this video, we're going to walk through the topic of adding question records to reports. In many cases, you're asking questions during the res
Topic Doc: Profile Assignments Screen, Hierarchy, and Listing
Published June 16th, 2022 by Seth Warren
Document Summary The Profile Assignments screen lets you view and change the profiles linked to user IDs, User Groups, Workstations, and Defaults. This document provides: An overview of the Profile Assignments screen Basic instruction for linking profiles in RecTrac Hierarchy linking recommendations A listing of all profile types and subtypes and a
FastTrac: Simple Menu Permissions
Published July 20th, 2022 by Seth Warren
Summary Join Brian Hatch as he reviews Simple Menu Permissions in RecTrac 3.1 Video Your browser does not support HTML5 video. Transcript There are two ways you could set up a menu in 3.1. Using simple menu permissions, or using menu management, post migration, you are set up with simple menu permissions. This setup will closely mimic what you had f
FastTrac: Default Drawer
Published July 20th, 2022 by Seth Warren
Summary Join Brian Hatch as he reviews how to address the “Default Drawer” error message that may be popping up in your test environment Video Your browser does not support HTML5 video. Transcript You may find after your test migration that when you go to process a transaction and add something to your shopping cart that you run into this informatio
Topic Doc: Household Import
Published June 17th, 2022 by Seth Warren
Document Summary The following is a step by step walk-through for using the Household Import program. The Household Import program allows you to import household, pass membership, and roster data from a delimited or fixed length file. Household imports are useful when initially migrating to RecTrac from another system or for scenarios where you add
Topic Doc: Graphical Email Templates
Published June 17th, 2022 by Seth Warren
Document Summary Graphical Email Templates are a free feature of RecTrac 3.1 that provide you with an HTML-based "shell" which allows you to deliver professional-grade emails to your patrons for various purposes, such as promoting upcoming events and registration periods, emailing receipts, sending reminders, etc. Text and images are easily updateab
Topic Doc: Encryption
Published June 17th, 2022 by Seth Warren
Document Summary RecTrac 3.1 allows user-selectable encryption algorithms for 128-bit encryption. Encryption is set up and maintained by the Encryption profile. Progress OpenEdge 11.7 supports 20 built-in standard encryption algorithms. These encryption algorithms are user selectable on the Encryption profile. One (1) Encryption profile only is allo
FastTrac: VIC Installation
Published July 22nd, 2022 by Seth Warren
Summary Join Brian Hatch as he reviews the steps to install VIC onto a workstation. Video Your browser does not support HTML5 video. Transcript In this video, we're going to walk through the process of installing and testing our Vermont integration client, or VIC. VIC is the program that we need to install that allows the Internet browser that's goi
Topic Doc: Lost Card Processing
Published June 23rd, 2022 by Seth Warren
Document Summary RecTrac 3.1 Lost Card Processing is a function of Global Sales • Purchase History and allows you to track lost cards (i.e. passes) by Member. Completing a Lost Card transaction: Allows you to charge a card replacement fee, if desired. Increases the value in the Member's Lost Card Count field (Household Management • Member Details •
FastTrac: Refresh Live to Demo
Published July 22nd, 2022 by Seth Warren
Summary Join Zach Malloch as we review how to copy your Live database over to your demo environment. Copying your Live to Demo will help keep an up to date demo environment for your users to access when troubleshoot / building out new items in RecTrac. Video Your browser does not support HTML5 video. Transcript Welcome to this fast track video in w
Topic Doc: Personal Trainers
Published June 17th, 2022 by Seth Warren
Document Summary The Personal Trainer module is a complete solution for creating, maintaining, booking and paying Personal Trainers within your organization. (The physical payment, however, meaning the checks and/or direct deposits, is NOT handled through RecTrac.) This document will guide you through the basic steps required to: Create Personal Tra
FastTrac: BackGround Visit Processing
Published July 22nd, 2022 by Seth Warren
Information: Join Zach Malloch as we review how to setup BackGround Visit Processing within RecTrac 3.1 Video: Your browser does not support HTML5 video. Transcription: This video covers configuring RecTrac 3.1 and the Honeywell 7580 G scanner for serial emulation and background visit processing. To successfully follow along with this video, you wil
FastTrac: Running a Report
Published July 21st, 2022 by Seth Warren
Summary Join Brian Hatch as he reviews how to navigate report criteria and the steps needed to run a report. Video Your browser does not support HTML5 video. Transcript Let's review what a typical report Screen looks like. And I'll be using the GL distribution report for this example. Again, you have the option of launching it directly from the menu
FastTrac: Facility Setup Considerations
Published July 22nd, 2022 by Seth Warren
Summary Join Brian Hatch as he reviews items to take into consideration when setting up facilities within RecTrac 3.1 Video Your browser does not support HTML5 video. Transcript When filling out a facility record list in our PRG form, several different lists are actually coming together. Where facility class, locations that are both going to be c
FastTrac: Introduction to Facilities
Published July 25th, 2022 by Seth Warren
Summary Join host Zach Malloch as he introduces the Facility Module. Learn the how and why of facilities within RecTrac, how to build them and why they're an important cornerstone of your RecTrac Database. Video Your browser does not support HTML5 video. Transcript Welcome to the facility module management video. The facility module allows you to
FastTrac: Accessing the Support Portal
Published July 19th, 2022 by Seth Warren
Information: Join Brian Hatch as he reviews how to access the Vermont Systems Support Portal. Video: Your browser does not support HTML5 video. Transcription: Logging into the Vermont System Support Portal is going to give you access to a number of great resources, you can log in using your existing account info. Or if you're not sure of your accoun
FastTrac: Run an Activity Roster Report
Published July 22nd, 2022 by Seth Warren
Summary Join Brian Hatch as he reviews how to run a simple Activity Roster Report. Video Your browser does not support HTML5 video. Transcript In this video, we're going to walk through the process of pulling an activity roster in RecTrac. There are a couple of different methods for pulling an activity roster depending on where you are in RecTrac, a
FastTrac: WebTrac Menu Customization
Published August 18th, 2022 by Seth Warren
Episode Summary Join Brian Hatch as he reviews how you can customize your WebTrac menu for the new UI. This includes updating search links and going in-depth on how to use your URL to customize your searching capabilities. Video Your browser does not support HTML5 video. Transcript In this video, we're going to talk about customizing the WebTrac men
FastTrac: Facility Overview
Published July 25th, 2022 by Seth Warren
Summary Join host Zach Malloch as he gives an overview of how to create a facility within RecTrac 3.1. Zach reviews Facility Class, Facility Location, Facility Records, Basic Fees, Basic Rules, and Facility Trees. Video Your browser does not support HTML5 video. Transcript Welcome to the facility module management video. The facility module allows
FastTrac: WebTrac Screen Design
Published August 18th, 2022 by Seth Warren
Episode Summary Join Brian Hatch as he reviews how to update your WebTrac Screen design for your new User Interface. Learn how to update search screens to provide a clear and easy to use experience for your users through custom screen design. Video Your browser does not support HTML5 video. Transcript 00:00:02:06 - 00:00:25:10Brian HatchIn this v
FastTrac: User Group Setup Considerations
Published July 21st, 2022 by Seth Warren
Summary Join Brian Hatch as he reviews talking points and considerations your organization should take when creating user groups in RecTrac 3.1 Video Your browser does not support HTML5 video. Transcript user groups are a simple way of grouping your users together. This is typically by function. example might be manager versus front desk, supervi
RecChat: Forms - 12/15/2022
Published December 16th, 2022 by Seth Warren
Episode Summary Join host Zach Malloch and his guests Bryan Gillilan and Dylan Greer as they talk about Forms in RecTrac. New as of 3.1.10.15 and with a lot of exciting potential, dip your toes into one of the newest offerings from Vermont Systems. Recording Your browser does not support HTML5 video. Transcript Zach Malloch It is very nice with the
Topic Doc: ODBC Installation Instructions
Published June 16th, 2022 by Seth Warren
Document Summary The Set ODBC program allows you to create/delete User IDs with which you establish Other Database Connections (ODBC). This document provides instructions for creating the User and establishing the connection. Vermont Systems does not support 3rd party reporting, querying and etc… using the ODBC connection. If you have additional que
RecChat: Legacy UI Deprecation - 01/21/2021
Published September 8th, 2022 by Seth Warren
Episode Summary Join Patrick Hayden, Zach Malloch, Cullen Barber, and Brett Alarcon as they discuss the process of deprecating the legacy 3.1 UI. They discuss what build you need to be on to try out the new UI and tricks / tips you can use to test it out before moving to it permanently. Video Your browser does not support HTML5 video. Transcript
Topic Doc: PlugNPay | Web Express
Published June 20th, 2022 by Seth Warren
Document Summary The PlugNPay WebXPress External Redirect Interface (ERI) is a certified and secure gateway credit card processing system that allows patrons to remit for your services with credit cards while ensuring that no credit card data is entered, transmitted, or stored within a Vermont Systems application. License – Maintenance Agreement The
Topic Doc: Screen Design
Published June 16th, 2022 by Seth Warren
Document Summary RecTrac Screen Management programs allow you to create custom screen designs for RecTrac. Custom screens provide great flexibility with the look and feel of RecTrac and can be used to filter unneeded content from selected programs (i.e. you users will see on the fields they need to see), re-label/rename fields, arrange fields on sel
RecChat: Kiosks - 09/30/2021
Published August 19th, 2022 by Seth Warren
Episode Summary Join Dylan Greer, Zach Malloch, and Bret Alarcon as they discuss the pro's of using Kiosk mode within RecTrac. They talk about the details of how this extension of RecTrac works to create a better hands off approach for processing your visits. Video Your browser does not support HTML5 video. Transcript Zach Malloch 0:09 And that
FastTrac: Event Timer
Published July 19th, 2022 by Seth Warren
Summary Join Zach Malloch as he reviews the steps to reset your Event Timer Video Your browser does not support HTML5 video. Transcript Welcome to this FastTrac video in which we cover restarting the event timer. To do this, you will need admin access to the RecTrac server admin credentials to the OpenEdge. Explorer, and approximately two minutes of
Topic Doc: Archiving
Published June 20th, 2022 by Seth Warren
Document Summary This document covers how to archive, report, recover, and make payments on archived enrollment records. Archiving is available for Activity Section and League enrollments. Archiving enables you to transfer specified activity or league enrollees into history while keeping the activity/section for the new year. This is important for o
Topic Doc: AR Brochure
Published June 20th, 2022 by Seth Warren
Document Summary The following is a step-by-step walk-through of how to configure and then generate an AR Brochure. The AR Brochure is a customized interface that exports Activity Registration information (i.e. meeting dates, times, location, fees, etc...) in the format requested for your organization's Brochure. At the time you process the Brochure
FastTrac: How to make an Activity / Facility Reservation
Published July 22nd, 2022 by Seth Warren
Summary Join Brian Hatch as we review how to reserve your facilities for upcoming activities within your database. This will ensure that your locations are blocked off for future activities taking place in facilities that are used for both patron reservations and internal reservations. Video Your browser does not support HTML5 video. Transcript
Topic Doc: Single Sign-On
Published June 16th, 2022 by Seth Warren
Document Summary This document discusses integrating RecTrac and/or WebTrac with your organization's Single Sign-On (SSO) system. With SSO, your organization has a single point of authentication after which integrated applications will launch without asking for additional credentials. This is convenient for your users, who have just a single set of
Ticket Access/Templates
Published January 12th, 2023 by Seth Warren
Ticket Access/Templates The Ticket Access/Ticket Templates for <Module/Record> panel allows you to link Access Control Template types and Template Design Studio Ticket templates to your record. In order to print tickets, you must enter a template in one or more of these fields. If you sell tickets from RecTrac and WebTrac, you must enter a te