Summary
In this FastTrac video, Ryan Mitchell reviews how to use screen design to customize the WebTrac household creation process to require your patrons to include key pieces of information.
Video
Transcript
Ryan Mitchell 0:00
In this video, we'll be talking about WebTrac household. So on WebTrac, you can have customers create their own accounts, or you can have them update their existing accounts, or both. So one thing to start with here would be in Profile assignments, we would go to our user list and scroll down to the bottom to our WebTrac user, which is www. And in this we should have a WebTrac parameters Profile linked here. So at the bottom, so we select that at the bottom hit update. And inside here we have a blue bar for new forgotten settings. pop that open, and we have our new household option here. So mine is set to live, which means my customers are allowed to make their own accounts on WebTrac new accounts. Otherwise, you might be in a batter and not allowed option.
Ryan Mitchell 1:03
So depending on your option here, this would determine whether you need to worry about a household add Screen design, or if you just need to worry about a household update Screen design. So with mindset to live, that means I am allowing them to add their own household. So if I go to WebTrac management, Screen management. This is where I can find Screen design for create new household and household update. So again, depending on your option in the Profile, you may not need this one if you don't allow them to create new households, I already have mine in the list here, if you do not see yours in the list here, household update or create new household option, hit the add Button down here at the bottom, you can find those in the list. And then make sure you select your WebTrac Screen design when you're adding those.
Ryan Mitchell 2:01
So for me, if I go into either one of these, they have the same options. But we do have two different screens for them. So you could do something different if you wanted. But to make updates to these screens. Once I get inside, I have my options here for primary Guardian information, and then additional family members. So this one is different than RecTrac, where it doesn't have the secondary Guardian spot. It's just primary guardian. And everybody else is listed as an additional on WebTrac. Button here, if I pop these open, what we'd want to do is similar to what you've probably done already on the RecTrac side is come through and make things required that you need to fill in things like name and address and phone number email. So if I select a Field here in the middle of the Screen, on the right side, I'm going to get some options. One of those is the Field required. So if I turn that pencil Check mark there, I want this to be turned on if I want those fields to be required.
Ryan Mitchell 3:06
So you can go down your list Click on each one, make sure that is set to required. If there's things on here, for example, category is one that a lot of people like to hide, or maybe at the very least, instead of updatable, make them disabled. So especially if you're a customer where you have resident versus non resident pricing, and that's controlled by their category, their fee code res non res option there. Normally, you don't want them to be changing that themselves to get the lower price. So you want that to be controlled by somebody in house, maybe that determines their residency. So on this one, instead of doing the Field required, maybe I want to come in here change my Field status, updatable means they can see it and they can change it. What I would do here is either mark it as hidden, so it just removes it from the Screen entirely or disabled. So it's on the Screen, but they can't make any changes to it.
Ryan Mitchell 4:00
So they can see if they're resident or non resident, but they can't change it. So whichever route you like best there, but change your status on those ones. And you can also then rearrange this list as well if you need to. So for whatever reason, if you wanted to put things in a different order, then you can Click and drag and move things around as well. Maybe I want to move the birthday Field for example up a little bit higher. Just Click and drag that up the Screen and drop that where you want that to go. So now it's there. And again, you can Click on that if you need to make it updatable or required anything like that. So once you're done making all of your changes, and again, this is the primary person you'd also want to make sure you visit the additional family member fields as well for everybody else. And so again, once you're done making your changes down over here, and then as you go to WebTrac.
Ryan Mitchell 5:01
Now the sign in option. So again, if you do allow your customers to make their own new households, you'd want to go to this page don't have an account, sign up. And this would be your create new household page here that you can double check and make sure that's all good. And then the other one is once you get logged in and go to your My Account menu, you have the household and member option here, and this would be the household update Screen. So again, you might need to do both or you might just need to do one depending on what options you're giving the customers. But this is the the idea. We want to make sure again that you have required fields to make sure you're getting all the necessary information for each customer and helping keeping your database clean, free of duplicates and stuff like that.