Linking Fees, Rules, Questions, and Email Features at Many Levels
Problem
What does it mean to link Fees, Rules, Questions, and Email Features at many levels? What are the benefits?
Solution
One of the most radical concepts in RecTrac 3.1 is that Fees, Rules, Questions, and Email Features can be linked at many levels. Here are the various places where you can link fees, rules and questions:
- Global (all modules)
- (specific) Module
- Category
- Type
- Subtype
- Season
- Item level(s)
-
Activity Class
- Activity Section
-
Facility Class
- Facility Location
- Facility
- Pass
- POS Service Item
- POS Inventory Item
- POS Ticket
-
Rental Class
- Rental Item
- Trip
-
Locker Room
- Locker
- Golf Course
- Tee Time
-
Packages
What this means is that setup can be simplified because you do not have to create fees, rules, questions, or email features for each section, facility, locker, etc. The more global the fee/rule/question/email feature is, the higher the level at which you would link it.
For example,
If you have one referral question system-wide, you can create that question and link it at the Global level.
If you have a cancellation surcharge schedule for Facility Reservations, create it and link it at the Facility Module level.
If you have an age or grade requirement for School-Age Youth Activities, create the rule and link at the Activity Category level.
If you have different web registration dates determined by season, create the web registration date rules and link at the Season level.
If you edit the fee/rule/question/email feature at the level where you created it, it gets updated for all the levels below, where it is being used. The exception to this is for fee/rule/question sets. Note: Email Features are unable to be linked as part of a set.
If you 'apply set as a template,' it means that it is editable at that lower level, thus breaking the link to the upper-level set. So if the set is changed, the templated sets are not changed.
If you 'link a set' (as is) then the link to the upper-level set is retained, meaning any changes to the set will be applied wherever the linked set is used.