Table of Contents
The Document Header Code Update Core Settings screen allows you to add a new or update an existing Document Header Code. Document Header Codes can be up to 30 alpha-numeric characters in length.
Note: Field names on the screen with red labels* are required by the screen design you are using. Mandatory fields in the default Vermont Systems design are noted where appropriate. Your design and mandatory fields may vary.
Click Save to save your changes. You will be returned to the Document Header Code Management DataGrid.
Click Cancel to return to the Document Header Code Management DataGrid without saving your changes.
SADOCUMENTHEADERUpdate_Tab1
Document Code (SADOCUMENTHEADER_DocumentCode)
If you are creating a new document header, then enter your code in this field. This field will accept up to 30 alpha-numeric characters. This is a mandatory field for the default VSI RecTrac Design. Your Design and setup may vary.
For Example: MAP51
If you are updating an existing document header then you will not visit this field.
DeleteDescription (SADOCUMENTHEADER_Description)
Enter a description for this document header code. This field will accept up to 100 alpha-numeric characters.
For Example: Map of Camping Area 51.
DeleteFile Name (SADOCUMENTHEADER_FileName)
Click the File Upload icon to select the document you wish to link to this Code.
Documents can be of any file type (i.e. .pdf, .doc/docx, .txt, .jpg, .png, etc.) and can reside on your local workstation or on your network. Once you select the document, it will be uploaded into your database and will be accessible from any workstation used for RecTrac.
If a change is made to the original document, it must be re-linked here. Once re-linked, the updated version will overwrite the original automatically.
DeletePermissions (SADOCUMENTHEADER_Permissions)
Select the Permissions code(s) you want to apply to this document header code, if any.
Permissions allow you to control which users can view, add, modify, and/or delete records on browsers and picklists, etc. These are called Access Rights and they are maintained on the Table Permissions tab of the Permissions profile
Note: You can leave this field blank if desired. When this field is blank the system skips the Permissions check for this record. In that event all users will have access to this record provided their Access Rights for the module allow for it.
Interface Type (SADocumentHeader_InterfaceType)
Select whether you wish this document to print with receipts generated in RecTrac (RecTrac), WebTrac (WebTrac) or both (All).
DeleteTransaction Type (SADocumentHeader_TransactionType)
Select the Transaction Type(s) you wish to associate with this document. Whenever a transaction of the type(s) selected is completed for an item to which this document header is linked, the letter will be generated.
You may select multiple types, if desired.
- Cancellation - The document will print upon a Cancellation.
- Change -The document will print upon a Change, such as a fee update.
- Lost Card -The document will print upon processing a lost card transaction.
- Permit -The document will print when a facility permit is processed.
- Purchase -The document will print upon completion of any purchase, such as an activity registration, a trip booking, a POS purchase, etc….
- Renewal -The document will print upon a renewal, such as a pass or locker renewal.
- Rental Complete -The document will print when a rental is completed (i.e. when the item is returned/checked back in.
- Rental Pending -The document will print when a rental item is reserved/booked.
- Rental Start -The document will print rental is started (i.e. checked out).
- Transfer -The document will print upon a transfer, such as a pass.
- Visit -The document will print upon a pass visit (i.e. a swipe in).
- Visit Cancellation -The document will print upon a visit cancellation.
- Visit Swipe Out -The document will print at the end of a visit (i.e. on swipe out).
- Waitlist -The document will print upon a transaction resulting in a waitlist, such as an Activity.