Table of Contents
VSI Symposium 2019 Videos
If you couldn't make it to one of our symposiums in 2019, don't worry! We're bringing it to you through these videos, which were recorded during the sessions. Click on a link, sit back and have fun while you learn about RecTrac!
If you have any questions, or if you're experiencing trouble with a particular video, please contact VSIEDU. We'll be glad to help you!
Discover Sessions
The Discover sessions cover some of the basics needed to navigate RecTrac 3.1 successfully. They are targeted toward current 10.3 customers who are in the process of migrating to 3.1 (and for those who are considering it!). They're also beneficial to users who are new to 3.1.
-
Discover Fees - Click Here
- Fees can be automated and controlled with unprecedented versatility. During this class, we how you how to set up Fees and select Criteria to create automated and easy transactions for your clerks in-house and for your patrons using WebTrac. (40 min)
-
Discover RecConnect - Click Here
- Have you heard of RecConnect but havent had the time to explore the different options? Now is the time to learn the simple and fast ways to connect with your patrons! This class shows you how to use filters to target specific groups as well as how to customize emails, labels, and letters. (30 min)
-
Discover Reports - Click Here
- This session covers the two sides of reporting. We start with an overview of how to find and run reports, discuss the different report screens, and point out some tips for how to get the best results. We spend most of our time reviewing the basics of report writing, walking through typical examples of adjusting existing reports, such as rosters, and then wrap things up by creating a report from scratch using the most common fields and breakdowns. (45 min)
-
Discover Rules - Click Here
- The use and understanding of Rules are two of the most important core skills in 3.1. In this session, we explore the fundamental concepts of exactly what a Rule is, how to establish Criteria, when to group Rules together, and the various effects Rules can have based on where they are linked. (60 min)
-
Discover Screen Design - Click Here
- Have you ever needed an Activity Code longer than 6 digits, or wanted to allow clerks to see some fields in Section Update but not others? Custom Screen Design makes this possible. Are you new, or have you never used Screen Design? If so, then watch this video. We show you how to manipulate fields on a screen (i.e. add, move, hide, make them required), as well as how to customize the labels on various items, buttons, and fields throughout the system. (45 min)
-
Discover SuperGrids - Click Here
- In this session, we explore the ins and outs of SuperGrid daily processing and navigation. We also discuss the different components involved in setting up and customizing your grids to get the most out of your screens. After this session, you will have the knowledge to configure SuperGrids for your facilities, rental items, courts, and trainers to display and operate in your new 3.1 database. (45 min)
-
Discover WebTrac - Click Here
- Discover how to change to WebTrac. While the public-facing side of WebTrac has remained largely unchanged to provide your customers a consistent user experience, we have added many modern improvements. In this class, we discuss some new features, such as password resets, enhanced customization, the revised event calendar, and responsive design. (60 mim)
Explore Sessions
The Explore sessions are for more experienced RecTrac 3.1 customers and cover more detailed aspects of the subject. If you know your way around RecTrac 3.1, or if you're ready for a deeper dive into a topic, then these sessions are for you!
-
Explore DataGrids - Click Here
- Are you already comfortable with using DataGrids? Then join us in learning how to maximize user efficiency and system performance. Explore the customization capabilities and advanced features of DataGrids to get the most out of RecTrac. (60 min)
-
Explore Fee and Rule Configuration - Click Here
- Taking advantage of RecTracs advanced Fee and Rule options will allow you to unlock more of your offerings for the web, simplify training requirements, reduce potential errors, and streamline customer interactions. (55 min)
-
Explore Fee and Rule Management - Click Here
- Rules and fees affect nearly every item you offer in your database, are you managing them as well as you can? Join us to explore how you can optimize your setup, take advantage of powerful utilities, and save hours of time by investing in efficient configurations. (70 min)
-
Explore RecConnect - Click Here
- Are you already comfortable using filters to target specific groups in RecConnect? If yes, then s this session is for you. The advanced class shows you how to create bypass links and implement VSIs marketing email templates to deliver effective and attractive professional grade content to your customers. (55 min)
-
Explore Reports - Click Here
- This session dives right into the deep end of RecTrac reporting. We assume that everyone is already capable of basic report writing and get right to the fun stuff. We walk through creating highly customized and formatted PDF reports using advanced report writing capabilities. We also explore the power of the various totaling and sub-totaling options. If you have never built a custom report in RecTrac, then this is not the class for you! (60 min)
-
Explore Touch POS - Click Here
- Are you comfortable with basic button and layer setup? Do you have a concession stand or a restaurant environment? Do you want to learn how to set up lunch combos? Then watch this video! Learn how modifiers have changed in 3.1. We also look at how to set up some advance functions in Touch POS. Venue Seating? Quick Rentals? Graphical Campsites? No problem! (65 min)
-
Explore WebTrac - Click Here
- Do you know how to edit menus, screens, and splash pages in WebTrac? Do you understand the fundamentals and want an in-depth understanding of WebTrac? If you answered yes, then join us for the advanced session, where we take a comprehensive look at Bulk Web Settings, the Search Index Builder, Rule Checks, and Multi Select Options. (70 min)
General Sessions
The general sessions are targeted toward anyone who has an interested in the subject matter. Previous experiene with RecTrac 3.1 is not a prerequisite.
-
3.1 Overview and Global Sales - Click Here
- This session is more for customers who have not migrated to RecTrac 3.1. It provides an overview of the 3.1 software and discusses some of the major changes from 10.3. We also discuss 3.1 Global Sales and how it now includes Cancellations, Changes, Updates, Waitlist Registrations, SuperGrid, and Touch POS. (70 min)
-
Bulk Changes - Click Here
- Bulk Change functionality is in all Management programs. It allows you to change nearly every field in bulk using the same methodology across modules. This session discusses why the Bulk Change tool is important and takes you through a few basic examples. (55 min)
-
Finance and Auditing - Click Here
- This segment has a conversational focus on best practices for financial troubleshooting and corrections, and we look at a few of the tools that RecTrac provides. We cover lesser known tools and procedures, what steps are most effective for resolving common problems, as well as general financial awareness. For those of the geekier persuasion, we also take a look at what tables are involved during various transactions and how that can pave the path to financial enlightenment. (90 min)
-
Permissons - Click Here
- Are you interested in RecTrac Permissions in 3.1? In this class, you learn how Permissions allow you to hide records or limit control for certain users/locations to prevent errors and simplify the end user's RecTrac experience. In this session, we discover what Permissions are in RecTrac, go over the Permission profile, talk about how to use the Permission fields appropriately in File Management records, and we go through the three most common best practices to match Permissions to your organizational structure. (50 min)