Core
Username (WebUserName_UserName)
Accept the default entry
OR
Enter a user name for this household. This is the user name they will use when logging into WebTrac. This is a mandatory field for the default VSI RecTrac Design. Your Design and setup may vary.
Note: This program is used to update existing settings only. How a household's initial default WebTrac Username and Password are created is determined by how the household was entered into the system.
- RecTrac - For households entered into the system using RecTrac the system looks to your setting on the Static Parameters profile • New Household for WebTrac Settings group to generate the initial Username and Password for the household.
- WebTrac - For households entered into the system using WebTrac the system looks to your setting on the WebTrac Parameters profile • Login Settings group to generate the initial Username and Password for the household.
Password (WebUserName_Password)
Accept the default entry
OR
Enter a password for this household. This is a mandatory field for the default Vermont Systems design. Your design and setup may vary.
Passwords in RecTrac are case-sensitive. Password parameters (minimum length minimum characters and numbers expiration warning days etc…) are maintained on the WebTrac Password Settings Group of the Static Parameters Profile. The system will not allow you to enter a password that does not meet WebTrac Password Settings.
Note: This program is used to update existing settings only. How a household's initial default WebTrac Username and Password are created is determined by how the household was entered into the system.
- RecTrac - For households entered into the system using RecTrac the system looks to your setting on the Static Parameters profile • New Household for WebTrac Settings group to generate the initial Username and Password for the household.
- WebTrac - For households entered into the system using WebTrac the system looks to your setting on the WebTrac Parameters profile • Login Settings group to generate the initial Username and Password for the household.
Valid characters are:
- a-z
- A-Z
- 1-0
- ! @ # $ % ^ & * ( )
- Period (.) plus (+) minus (-) and forward slash (/) are also valid.
Note:
Passwords are masked in RecTrac. Passwords in RecTrac appear either as a series of "pipes" or dots in password fields (i.e. | | | | | or •••••).There is no Permission that allows you to see an actual password. There is no Report in RecTrac that will display a password.
Additionally RecTrac user passwords and WebTrac user passwords are encrypted based on the configuration settings as maintained on your Encryption profile.
Confirm Password (WebUserNameUpdate_ConfirmPassword)
Re-enter the password for this household.
Passwords in RecTrac are case-sensitive. Password parameters (minimum length, minimum characters and numbers, expiration warning days, etc...) are maintained on the WebTrac Password Settings Group of the Static Parameters Profile. The system will not allow you to enter a password that does not meet WebTrac Password Settings.
Valid characters are:
- a-z
- A-Z
- 1-0
- ! @ # $ % ^ & * ( )
- Period (.) plus (+) minus (-) and forward slash (/) are also valid.
Note:
Passwords are masked in RecTrac. Passwords in RecTrac appear either as a series of "pipes" or dots in password fields (i.e. | | | | | or •••••).There is no Permission that allows you to see an actual password. There is no Report in RecTrac that will display a password.
Additionally RecTrac user passwords and WebTrac user passwords are encrypted based on the configuration settings as maintained on your Encryption profile.
First Name (SAHousehold_FirstName)
Enter the first name for the Primary Member of this Household.
DeleteLast Name (SAHousehold_LastName)
Enter the last name for the Primary Member of this Household.
DeleteCategory (SAHousehold_Category)
Click the Picklist icon to select a Category for this Household, if desired.
Household/Family Member Category Codes can be used to identify Residency Status (i.e. RES - Resident and NR - Non-Resident, etc…).
In the event residency status is not a primary concern at your department, Household/Family Member Category Codes also can be used to link like households/family members together for different purposes. Category Codes are searchable and reportable fields.
To have the system automatically enter City, State, Category and Fee Code data based on the Zip Code entered, set the Address Check field on your Static Parameters Group • Misc Settings Group to Zip Code.
Category Codes are maintained in System Code Maintenance.
DeleteAddress Line 1 (SAHousehold_PrimaryAddress1)
Enter the Primary Person's street address in this field.">Static Parameters Gr
This field will be free form entry or a Picklist depending on the setting of the Address Check field on the Static Parameters profile • Misc Settings Group.
Note: Alternate address information can be added on the Member Details screen for each family member if desired.
Address 2 (SAHousehold_PrimaryAddress2)
Enter the Primary Person's secondary street address in this field.
Note: Alternate address information can be added on the Member Details screen for each family member if desired.
Gender (SAPERSONPRIMARY_Gender)
Expand the Drop-down list to select the Primary Person's gender.
Gender Codes are maintained in System Code Maintenance. Type = Gender.
DeleteCity (SAHousehold_PrimaryCity)
Enter the city in which the Primary Person lives in this field.
To have the system automatically enter City, State, Category and Fee Code data based on the Zip Code entered, set the Address Check field on your Static Parameters profile • Misc Settings Group.
Note: Alternate address information can be added on the Member Details screen for each family member if desired.
State (SAHousehold_PrimaryState)
Expand the Drop-down list and select the state or province in which the Primary Person lives in this field.
To have the system automatically enter City, State, Category and Fee Code data based on the Zip Code entered, set the Address Check field on your Static Parameters profile • Misc Settings Group.
Notes:
- This list is populated by the entries in the 'State' Option List field on the Static Parameters profile • Misc Settings group.
- Alternate address information can be added on the Member Details screen for each family member if desired.
Zip Code (SAHousehold_PrimaryZipCode)
Enter the postal Zip Code for the Primary Person in this field.
This field will be free form entry or a Picklist depending on the setting of the Address Check field on the Static Parameters profile • Misc Settings Group.
Note: Alternate address information can be added on the Member Details screen for each family member if desired.
Country (SAHousehold_PrimaryCountry)
Enter the country in which the Primary Person lives in this field.
Notes:
- This list is populated by the entries in the 'Country' Option List field on the Static Parametes profile • Misc Settings group.
- Alternate address information can be added on the Member Details screen for each family member if desired.
Primary Phone (SAHousehold_PrimaryPhoneNumber)
Enter the Primary Person's main phone number in this field.
Note: By default the system provides two (2) phone number fields for Primary and Secondary Guardians. Up to five (5) phone number fields may be listed here for both if desired. Additional phone number fields can be added in Management Screen Management Screen Title = Household Update.
Phone #1 Extension (SAHousehold_PrimaryPhoneExtension)
Enter the Phone Extension for the primary phone number in this field, if applicable.
Note: By default the system provides two (2) phone number fields for Primary and Secondary Guardians. Up to five (5) phone number fields may be listed here for both if desired. Additional phone number fields can be added in Management Screen Management Screen Title = Household Update.
Phone #1 Provider (SAHousehold_SAPhoneProvider1)
This field is applicable for cell/mobile Phone Types only.
Expand the Drop-down list to select this person's Cell Phone Provider. Populating this field will allow you to send emails as text messages from RecTrac to this person if desired upon running any RecConnect Report that includes this person in its results.
Provider Codes are maintained in System Code Management. Type = Cell Phone Provider.
DeleteSecondary Phone (SAHousehold_SAPhoneNumber2)
Enter an additional phone number for this Family Member, if desired.
Note: By default the system provides two (2) phone number fields for Primary and Secondary Guardians. Up to five (5) phone number fields may be listed here for both if desired. Additional phone number fields can be added in Management Screen Management Screen Title = Household Update.
Phone #2 Extension (SAHousehold_SAPhoneExtension2)
Enter the Extension for this phone number, if applicable.
Note: By default the system provides two (2) phone number fields for Primary and Secondary Guardians. Up to five (5) phone number fields may be listed here for both if desired. Additional phone number fields can be added in Management Screen Management Screen Title = Household Update.
Secondary Phone Type (SAHousehold_SAPhoneType2)
Click the Drop-down list to select the Phone Type, if desired.
Phone Type Codes are maintained in System Code Maintenance. Type = Phone Type.
Note: By default the system provides two (2) phone number fields for Primary and Secondary Guardians. Up to five (5) phone number fields may be listed here for both if desired. Additional phone number fields can be added in Management Screen Management Screen Title = Household Update.
Phone #2 Provider (SAHousehold_SAPhoneProvider2)
This field is applicable for cell/mobile Phone Types only.
Expand the Drop-down list to select this person's Cell Phone Provider. Populating this field will allow you to send emails as text messages from RecTrac to this person if desired upon running any RecConnect Report that includes this person in its results.
Provider Codes are maintained in System Code Management. Type = Cell Phone Provider.
DeletePhone #3 (SAHousehold_SAPhoneNumber3)
Enter an additional phone number for this Family Member, if desired.
Note: By default the system provides two (2) phone number fields for Primary and Secondary Guardians. Up to five (5) phone number fields may be listed here for both if desired. Additional phone number fields can be added in Management Screen Management Screen Title = Household Update.
Phone #3 Extension (SAHousehold_SAPhoneExtension3)
Enter the Extension for this phone number, if applicable.
Note: By default the system provides two (2) phone number fields for Primary and Secondary Guardians. Up to five (5) phone number fields may be listed here for both if desired. Additional phone number fields can be added in Management Screen Management Screen Title = Household Update.
Phone #3 Type (SAHousehold_SAPhoneType3)
Click the Drop-down list to select the Phone Type, if desired.
Phone Type Codes are maintained in System Code Maintenance. Type = Phone Type.
Note: By default the system provides two (2) phone number fields for Primary and Secondary Guardians. Up to five (5) phone number fields may be listed here for both if desired. Additional phone number fields can be added in Management Screen Management Screen Title = Household Update.
Phone #3 Provider (SAHousehold_SAPhoneProvider3)
This field is applicable for cell/mobile Phone Types only.
Expand the Drop-down list to select this person's Cell Phone Provider. Populating this field will allow you to send emails as text messages from RecTrac to this person if desired upon running any RecConnect Report that includes this person in its results.
Provider Codes are maintained in System Code Management. Type = Cell Phone Provider.
DeletePhone #3 Provider (SAHousehold_SAPhoneProvider3)
This field is applicable for cell/mobile Phone Types only.
Expand the Drop-down list to select this person's Cell Phone Provider. Populating this field will allow you to send emails as text messages from RecTrac to this person if desired upon running any RecConnect Report that includes this person in its results.
Provider Codes are maintained in System Code Management. Type = Cell Phone Provider.
DeletePhone #4 (SAHousehold_SAPhoneNumber4)
Enter an additional phone number for this Family Member, if desired.
Note: By default the system provides two (2) phone number fields for Primary and Secondary Guardians. Up to five (5) phone number fields may be listed here for both if desired. Additional phone number fields can be added in Management Screen Management Screen Title = Household Update.
Phone #4 Extension (SAHousehold_SAPhoneExtension4)
Enter the Extension for this phone number, if applicable.
Note: By default the system provides two (2) phone number fields for Primary and Secondary Guardians. Up to five (5) phone number fields may be listed here for both if desired. Additional phone number fields can be added in Management Screen Management Screen Title = Household Update.
Phone #4 Type (SAHousehold_SAPhoneType4)
Click the Drop-down list to select the Phone Type, if desired.
Phone Type Codes are maintained in System Code Maintenance. Type = Phone Type.
Note: By default the system provides two (2) phone number fields for Primary and Secondary Guardians. Up to five (5) phone number fields may be listed here for both if desired. Additional phone number fields can be added in Management Screen Management Screen Title = Household Update.
Phone #4 Provider (SAHousehold_SAPhoneProvider4)
This field is applicable for cell/mobile Phone Types only.
Expand the Drop-down list to select this person's Cell Phone Provider. Populating this field will allow you to send emails as text messages from RecTrac to this person if desired upon running any RecConnect Report that includes this person in its results.
Provider Codes are maintained in System Code Management. Type = Cell Phone Provider.
DeletePhone #5 (SAHousehold_SAPhoneNumber5)
Enter an additional phone number for this Family Member, if desired.
Note: By default the system provides two (2) phone number fields for Primary and Secondary Guardians. Up to five (5) phone number fields may be listed here for both if desired. Additional phone number fields can be added in Management Screen Management Screen Title = Household Update.
Phone #5 Extension (SAHousehold_SAPhoneExtension5)
Enter the Extension for this phone number, if applicable.
Note: By default the system provides two (2) phone number fields for Primary and Secondary Guardians. Up to five (5) phone number fields may be listed here for both if desired. Additional phone number fields can be added in Management Screen Management Screen Title = Household Update.
Phone #5 Type (SAHousehold_SAPhoneType5)
Click the Drop-down list to select the Phone Type, if desired.
Phone Type Codes are maintained in System Code Maintenance. Type = Phone Type.
Note: By default the system provides two (2) phone number fields for Primary and Secondary Guardians. Up to five (5) phone number fields may be listed here for both if desired. Additional phone number fields can be added in Management Screen Management Screen Title = Household Update.
Phone #5 Provider (SAHousehold_SAPhoneProvider5)
This field is applicable for cell/mobile Phone Types only.
Expand the Drop-down list to select this person's Cell Phone Provider. Populating this field will allow you to send emails as text messages from RecTrac to this person if desired upon running any RecConnect Report that includes this person in its results.
Provider Codes are maintained in System Code Management. Type = Cell Phone Provider.
DeletePrimary Email (SAHousehold_PrimaryEmailAddress)
Enter the Primary Person's main email address in this field.
The system will alert you if the address you enter seems invalid due to selected criterion, such as lack of an '@' symbol, lack of a valid extension (i.e. .com, .org, .edu, etc…), invalid characters, etc….
Note: By default the system provides two (2) email fields for Primary and Secondary Guardians. Up to three (3) email address fields may be listed here for both if desired. Additional email address fields can be added in Management Screen Management Screen Title = Household Update.
Birthday (SAPERSONPRIMARY_Birthday)
Click the Calendar icon to select the Primary Person's date of birth from the calendar.
Minimum Age Requirements:You can set a mandatory minimum age for this field if desired using Custom Screen Design.
For the Birthday (Fillin) field set a MaxDate value of "DaysfromTodayl-<x> where 'x' is the number of days desired.
For Example: To mandate a Primary Person age of at least 18 years, you would enter DaysfromTodayl-6575" in the MaxDate field for the Birthday (Fillin) field under the Household Primary Person Information (group).
See Also: Topic Doc - Screen Customization for assistance with screen design.
Authorize Contact Via Email? (WebUserName_AuthorizeContactsViaEmail)
Select this option if this household wants to let you contact them via email.
De-select this option if the household does not wish to be contacted via email.
When running RecConnect reports with the Email Option you have the choice of including or excluding households that have "opted out" of email.
Note: Households can update this information for themselves in WebTrac if desired.
Participate in Web Promotions (WebUserName_ParticipateInWebPromotions)
Select this option if the household chooses to participate in promotions and/or contests that you offer using WebTrac.
Note: Households can update this information for themselves in WebTrac if desired.
Organization Name (SAHousehold_OrganizationName)
Enter the Organization Name for this Household if applicable. Organization Name for the Household can be listed in lieu of the Primary Person on facility and campsite reservations and printed on receipts if desired.
Notes:
- To print the Organization Name on receipts in lieu of the Primary Person's name go to your Receipt Format profile • Standard Receipt Options group and select the Print Org Name for All Modules option.
- To track Organization Name for individual Family Members in a Household you must Add an Organization Name field to your Member Details screen. This is true regardless of how many Family Members are in the Household. This true even if the Household has one (1) Family Member only. For Example: If you were tracking Organization Names for your members for a purpose such as Silver Sneakers and if the Eliza Hamilton household had one (1) Family Member only (Eliza) then to track Eliza's Silver Sneakers Number you would need to add an Organization Name field to the Member Details screen and enter it there. Entering Eliza's Silver Sneakers Number in this field will NOT work.
If tracking Organization Name for individual Family Members then VSI recommends placing the Organization Name field on the Member Details • Core Settings group. This is done using Custom Screen Design. Refer to Topic Doc - Screen Customization.
Ethnicity (SAPERSONPRIMARY_Ethnicity)
Click the Picklist icon to select this Family Member's Ethnicity Code, if desired.
Ethnicity Codes are maintained in Miscellaneous Code Detail Management.
DeleteFeatures (SAHousehold_Features)
Click in the Combo Box icon to select any/all applicable Feature Codes for this Household.
RecTrac RecConnect Programs allow you to filter and sort by Household and/or Family Member Feature Codes thus making it easy to target specific groups of people in a quick and efficient manner.
Feature Codes are maintained in System Code Management. Type = Household Feature.
Note: In the VSI Design Family Member Feature Codes can be linked by clicking Member Details for the applicable family member on the Core tab and then going to the Additional Settings Group. Your setup may vary.
Features (SAPersonPrimary_Features)
Click in the Combo Box icon to select any/all applicable Feature Codes for the Primary Person in this Household.
RecTrac RecConnect programs allow you to filter and sort by Family Member and/or Household Feature Codes thus making it easy to target specific groups of people in a quick and efficient manner.
Feature Codes are maintained in System Code Management. Type = Family Member Feature.
Note: Household Feature Codes can be linked on the Miscellaneous Info tab in the VSI Design. Your setup may vary.
Military Status (SAPersonPrimary_MilitaryStatus)
Generally speaking this field is applicable to U.S. Military RecTrac and CYMS users only.
Expand the Drop-down list and select the current Military Status for the Primary Person/Sponsor of this household.
Note for CYMS Users: If this is a dual Active Military household then the Sponsor must be the person with the higher Rank/Grade. If this is a single Active Military household then the Sponsor must be the person who is current serving on Active Duty.
Status (SAHousehold_RecordStatus)
Expand the Drop-down list to select the status for this Household:
- Active - The Household is active.
- Inactive - The Household is inactive. Transactions cannot be processed for inactive status households. By default, inactive status households do not appear on DataGrids, though DataGrids can be set to show them by including Inactive" in the Status column.
- Batch - Batch status households are those that have been added via WebTrac and are awaiting approval for inclusion to your database. Transactions cannot be processed for batch status households. By default batch status households do not appear on DataGrids though DataGrids can be set to show them by including "Batch" in the Status column. The Approve Batch Household button on the main DataGrid allows you to change a household's status. Optionally you can select 'Active' from this Drop-down list.
Status (SAPerson_RecordStatus)
Expand the Drop-down list to select the record status for this Family Member.
- Active
- Inactive
- Batch
Birthday (SAPERSON_Birthday)
Click the Calendar icon to select this Family Member's date of birth.
DeleteGender (SAPERSON_Gender)
Expand the Drop-down list to select this Family Member's gender.
Gender Codes are maintained in System Code Maintenance. Type = Gender.
DeleteSchool Grade (SAPERSON_SchoolGrade)
Enter the Family Member's current grade in school, if applicable.
As a general rule, VSI recommends using the following values:
- 0.10 - Infants and toddlers (generally newborn children through age 2.99)
- 0.25 - Preschoolers (generally children aged 3.00 to 4.99)
- 0.50 - Kindergarteners (generally children aged 5.00 to 5.99)
- Whole numbers 1.00 through 12.00 - School grades 1st through 12th
- 0.00 - Family members who are no longer in school.
Grades do not advance automatically; they must be updated annually. You have two (2) options:
- Use the Grade Bump program to advance the grade of all applicable family members in your database in bulk. The Grade Bump program can be scheduled to run on an annual basis. Family members with no grade (0.00) are skipped.
- Update family member grades individually by overwriting the value in this field and saving your changes.
Relationship (SALink_Relationship)
Expand the Drop-down list to select the Relationship Code that best matches this Family Member's status in this household.
Note about Secondary Guardians/Spouses: If the system finds a match between the Relationship field of any Family Member in a household and the entry in Secondary Guardian/Spouse Relationship Code field on the Static Parameters profile THEN the Family Member found with the matching code will be listed as the Secondary Guardian/Spouse for that household in Household Update and the Secondary Guardian group will populate automatically.
Relationship Codes are maintained in System Code Maintenance.
DeletePrimary Email (SAPERSON_PrimaryEmailAddress)
Enter this person's primary email address in this field, if desired.
The system will alert you if the address you enter seems invalid due to selected criterion, such as lack of an '@' symbol, lack of a valid extension (i.e. .com, .org, .edu, etc...), invalid characters, etc....
Note: By default the system provides two (2) email fields for each Family Member. Up to three (3) email address fields may be listed here if desired. Additional email address fields can be added in Management Screen Management Screen Title = Person Update.
Secondary Email (SAPerson_SAEmailAddress2)
Enter an email address in this field, if desired.
The system will alert you if the address you enter seems invalid due to selected criterion, such as lack of an '@' symbol, lack of a valid extension (i.e. .com, .org, .edu, etc...), invalid characters, etc....
Note: By default the system provides two (2) email fields for each Family Member. Up to three (3) email address fields may be listed here if desired. Additional email address fields can be added in Management Screen Management Screen Title = Person Update.
Email #3 (SAPerson_SAEmailAddress3)
Enter an email address in this field, if desired.
The system will alert you if the address you enter seems invalid due to selected criterion, such as lack of an '@' symbol, lack of a valid extension (i.e. .com, .org, .edu, etc...), invalid characters, etc....
Note: By default the system provides two (2) email fields for each Family Member. Up to three (3) email address fields may be listed here if desired. Additional email address fields can be added in Management Screen Management Screen Title = Person Update.
Ethnicity (SAPERSON_Ethnicity)
Click the Picklist icon to select this Family Member's Ethnicity Code, if desired.
Ethnicity Codes are maintained in Miscellaneous Code Detail Management.
DeleteFeatures (SAPerson_Features)
Click in the Combo Box icon to select any/all applicable Feature Codes for this Family Member.
RecTrac RecConnect Programs allow you to filter and sort by Family Member and/or Household Feature Codes thus making it easy to target specific groups of people in a quick and efficient manner.
Feature Codes are maintained in System Code Management. Type = Family Member Feature.
Note: Household Feature Codes can be linked on the Miscellaneous Info in the VSI Design. Your setup may vary.
Military Status (SAPerson_MilitaryStatus)
Generally speaking this field is applicable to U.S. Military RecTrac and CYMS users only.
Expand the Drop-down list and select the current Military Status for this family member if applicable.
DeletePrimary Phone (SAPERSON_PrimaryPhoneNumber)
Enter a phone number for this Family Member in this field. If the main phone number for this Family Member is the same as the Primary Phone Number on the household, you do not have to re-enter it here.
Note: By default the system provides two (2) phone number fields for each Family Member. Up to five (5) phone number fields may be listed here if desired. Additional phone number fields can be added in Management Screen Management Screen Title = Person Update.
Phone #1 Extension (SAPERSON_PrimaryPhoneExtension)
Enter the Phone Extension for the phone number in this field, if applicable.
Note: By default the system provides two (2) phone number fields for each Family Member. Up to five (5) phone number fields may be listed here if desired. Additional phone number fields can be added in Management Screen Management Screen Title = Person Update.
Primary Phone Type (SAPERSON_PrimaryPhoneType)
Click the Drop-down list to select the Phone Type, if desired.
Phone Type Codes are maintained in System Code Maintenance. Type = Phone Type.
Note: By default the system provides two (2) phone number fields for each Family Member. Up to five (5) phone number fields may be listed here if desired. Additional phone number fields can be added in Management Screen Management Screen Title = Person Update.
Phone #1 Provider (SAPerson_SAPhoneProvider1)
This field is applicable for cell/mobile Phone Types only.
Expand the Drop-down list to select this person's Cell Phone Provider. Populating this field will allow you to send emails as text messages from RecTrac to this person if desired upon running any RecConnect Report that includes this person in its results.
Provider Codes are maintained in System Code Management. Type = Cell Phone Provider.
DeleteSecondary Phone (SAPerson_SAPhoneNumber2)
Enter a phone number for this Family Member in this field, if desired.
Note: By default the system provides two (2) phone number fields for each Family Member. Up to five (5) phone number fields may be listed here if desired. Additional phone number fields can be added in Management Screen Management Screen Title = Person Update.
Phone #2 Extension (SAPerson_SAPhoneExtension2)
Enter the Phone Extension for the phone number in this field, if applicable.
Note: By default the system provides two (2) phone number fields for each Family Member. Up to five (5) phone number fields may be listed here if desired. Additional phone number fields can be added in Management Screen Management Screen Title = Person Update.
Secondary Phone Type (SAPerson_SAPhoneType2)
Click the Drop-down list to select the Phone Type, if desired.
Phone Type Codes are maintained in &SASYSTEMCodeMain_help">System Code Maintenance. Type = Phone Type.
Note: By default the system provides two (2) phone number fields for each Family Member. Up to five (5) phone number fields may be listed here if desired. Additional phone number fields can be added in Management Screen Management Screen Title = Person Update.
Phone #2 Provider (SAPerson_SAPhoneProvider2)
This field is applicable for cell/mobile Phone Types only.
Expand the Drop-down list to select this person's Cell Phone Provider. Populating this field will allow you to send emails as text messages from RecTrac to this person if desired upon running any RecConnect Report that includes this person in its results.
Provider Codes are maintained in System Code Management. Type = Cell Phone Provider.
DeletePhone #3 (SAPerson_SAPhoneNumber3)
Enter a phone number for this Family Member in this field, if desired.
Note: By default the system provides two (2) phone number fields for each Family Member. Up to five (5) phone number fields may be listed here if desired. Additional phone number fields can be added in Management Screen Management Screen Title = Person Update.
Phone #3 Extension (SAPerson_SAPhoneExtension3)
Enter the Phone Extension for the phone number in this field, if applicable.
Note: By default the system provides two (2) phone number fields for each Family Member. Up to five (5) phone number fields may be listed here if desired. Additional phone number fields can be added in Management Screen Management Screen Title = Person Update.
Phone #3 Type (SAPerson_SAPhoneType3)
Click the Drop-down list to select the Phone Type, if desired.
Phone Type Codes are maintained in System Code Maintenance. Type = Phone Type.
Note: By default the system provides two (2) phone number fields for each Family Member. Up to five (5) phone number fields may be listed here if desired. Additional phone number fields can be added in Management Screen Management Screen Title = Person Update.
Phone #3 Provider (SAPerson_SAPhoneProvider3)
This field is applicable for cell/mobile Phone Types only.
Expand the Drop-down list to select this person's Cell Phone Provider. Populating this field will allow you to send emails as text messages from RecTrac to this person if desired upon running any RecConnect Report that includes this person in its results.
Provider Codes are maintained in System Code Management. Type = Cell Phone Provider.
DeletePhone #4 (SAPerson_SAPhoneNumber4)
Enter a phone number for this Family Member in this field, if desired.
Note: By default the system provides two (2) phone number fields for each Family Member. Up to five (5) phone number fields may be listed here if desired. Additional phone number fields can be added in Management Screen Management Screen Title = Person Update.
Phone #4 Extension (SAPerson_SAPhoneExtension4)
Enter the Phone Extension for the phone number in this field, if applicable.
Note: By default the system provides two (2) phone number fields for each Family Member. Up to five (5) phone number fields may be listed here if desired. Additional phone number fields can be added in Management Screen Management Screen Title = Person Update.
Phone #4 Type (SAPerson_SAPhoneType4)
Click the Drop-down list to select the Phone Type, if desired.
Phone Type Codes are maintained in System Code Maintenance. Type = Phone Type.
Note: By default the system provides two (2) phone number fields for each Family Member. Up to five (5) phone number fields may be listed here if desired. Additional phone number fields can be added in Management Screen Management Screen Title = Person Update.
Phone #4 Provider (SAPerson_SAPhoneProvider4)
This field is applicable for cell/mobile Phone Types only.
Expand the Drop-down list to select this person's Cell Phone Provider. Populating this field will allow you to send emails as text messages from RecTrac to this person if desired upon running any RecConnect Report that includes this person in its results.
Provider Codes are maintained in System Code Management. Type = Cell Phone Provider.
DeletePhone #5 (SAPerson_SAPhoneNumber5)
Enter a phone number for this Family Member in this field, if desired.
Note: By default the system provides two (2) phone number fields for each Family Member. Up to five (5) phone number fields may be listed here if desired. Additional phone number fields can be added in Management Screen Management Screen Title = Person Update.
Phone #5 Extension (SAPerson_SAPhoneExtension5)
Enter the Phone Extension for the phone number in this field, if applicable.
Note: By default the system provides two (2) phone number fields for each Family Member. Up to five (5) phone number fields may be listed here if desired. Additional phone number fields can be added in Management Screen Management Screen Title = Person Update.
Phone #5 Type (SAPerson_SAPhoneType5)
Click the Drop-down list to select the Phone Type, if desired.
Phone Type Codes are maintained in System Code Maintenance. Type = Phone Type.
Note: By default the system provides two (2) phone number fields for each Family Member. Up to five (5) phone number fields may be listed here if desired. Additional phone number fields can be added in Management Screen Management Screen Title = Person Update.
Phone #5 Provider (SAPerson_SAPhoneProvider5)
This field is applicable for cell/mobile Phone Types only.
Expand the Drop-down list to select this person's Cell Phone Provider. Populating this field will allow you to send emails as text messages from RecTrac to this person if desired upon running any RecConnect Report that includes this person in its results.
Provider Codes are maintained in System Code Management. Type = Cell Phone Provider.
DeleteFirst Name (SAEmergencyContact_FirstName)
Enter the Emergency Contact's first name in this field.
DeleteLast Name (SAEmergencyContact_LastName)
Enter the Emergency Contact's last name in this field.
DeletePrimary Address 1 (SAEmergencyContact_PrimaryAddress1)
Enter the Emergency Contact's street in this field, if desired.
DeletePrimary Address 2 (SAEmergencyContact_PrimaryAddress2)
Enter the Emergency Contact's secondary street in this field, if desired.
DeleteCity (SAEmergencyContact_City)
Enter the City in which the Emergency Contact lives, if desired.
DeleteState (SAEmergencyContact_State)
Expand the Drop-down list to select the State or Province in which the Emergency Contact lives, if desired.
DeleteZip Code (SAEmergencyContact_ZipCode)
Enter the postal Zip Code for the City in which this Emergency Contact lives, if desired.
DeleteRelation (SAEmergencyContact_Relation)
Enter the relationship of the Emergency Contact to the Household/Individual, if desired. This is a free-form text field. Examples include, but are not limited to: Mother, Father, Grandmother, Family Friend, etc….
DeleteEmail #1 (SAEmergencyContact_PrimaryEmailAddress)
Enter an email address for the Emergency Contact in this field., if desired
The system will alert you if the address you enter seems invalid due to selected criterion, such as lack of an '@' symbol, lack of a valid extension (i.e. .com, .org, .edu, etc...), invalid characters, etc…
DeletePhone #1 (SAEmergencyContact_PrimaryPhoneNumber)
Enter a phone number for this Emergency Contact, if desired.
DeletePhone #1 Extension (SAEmergencyContact_PrimaryPhoneExtension)
If you added a phone number, enter the phone number extension in this field, if applicable.
Delete