FastTrac: ePACT
Guide to the basic steps to configure ePACT within RecTrac 3.1
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
Transcript
Welcome to this fasttrac video, which will guide you through the basic steps required to configure the integration with ePACT network. To do this, you'll need to make sure your organization is running RecTrac 3.1.09 or greater. Your organization has purchased ePACT from the ePACT network, and the user ID use can access the Profile Assignments program and the activity section management Screen. We will cover setting up ePACT in RecTrac on the static Parameters Screen, enabling activity sections for ePACT and bulk updating activity sections for ePACT. In RecTrac, go to Profile assignments and Click the static Parameters Button, in static parameters click the third party integrations tab. Check the Enable ePACT integration Toggle. Enter the client key provided to you by the pack network which is a unique identifier the associates RecTrac data with your ePACT network account. Check the auto invite new ePACT members Toggle to have ePACT automatically send member invites for new enrollments. This should be checked on by default. Enter the ePACT administrator email to be notified if there's an issue with the interface. Multiple addresses can be entered separated by a comma if desired. Click the Save Button. To enable activity sections for ePACT. Go to activity section management and edit section. Check the enable ePACT Toggle to include this activity section and its registrants with ePACT network. Click the Save Button. Repeat this process for each section in which you want rosters to be sent to ePACT. You may also bulk update activity sections using the Bulk Change Program. From the activity section management Screen. Select More and bulk change. Choose the selections you wish to update and the Bulk Change Available Fields list. Choose the Field enable ePACT section. Click Add. In the Field value Field, choose yes and Click Continue. Click process Bulk Change. At this point patrons can register through WebTrac or RecTrac. And those enrollments are automatically sent to ePACT. For more information, please refer to the ePACT network documentation or the RecTrac topic doc on ePACT.
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