The Letter Group Update Core Settings screen allows you to add a new or update an existing letter group header to which you can link waivers.
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.
See Also: Topic Doc - Linking Household and Family Member Documents
See Also: Topic Doc - Electronic Signature Capture.
Buttons on the screen…
Click Save to save your changes. You will be returned to the Letter Group Management DataGrid.
Click Cancel to return to the Letter Group Management DataGrid without saving your changes.
SALETTERGROUPUpdate_Tab1
Letter Code (SALETTERGROUP_LetterCode)
Enter your code in this field. This is a mandatory field for the default Vermont Systems design. Your design and setup may vary.
If you are updating an existing letter group header you will not visit this field.
DeleteType (SALETTERGROUP_RecordType)
Select the Letter Group Type. This is a mandatory field for the default Vermont Systems design. Your design and setup may vary.
If you are updating an existing letter/waiver you will not visit this field.
- Activity Waiver -Waiver linked to program registrations in the Activity module.
- Court Waiver - Waiver linked to court rentals/bookings.
- Facility Wavier - Waiver linked to facility rentals/bookings.
- Global Waiver - Waiver linked to Hhouseholds.
- Inventory Waiver - Waiver linked to POS inventory item sales.
- League Waiver - Waiver linked to league registrations.
- Locker Waiver - Waiver linked to locker rentals/renewals.
- Pass Waiver - Waiver linked to pass membership registrations/renewals.
- Rental Waiver - Waiver linked to rental item/campsite bookings/reservations.
- Service Item Waiver - Waiver linked to POS dervice item sales.
- Tee Time Waiver - Waiver linked to tee time reservations.
- Ticket Waiver - Waiver linked to POS ticket sales.
- Trainer Waiver - Waiver linked to personal trainer reservations/bookings.
- Trip Waiver - Waiver linked to Ttrip registrations/bookings.
- Visit Waiver - Waiver linked to pass visits.
Interface Type (SALETTERGROUP_InterfaceType)
Determine whether you want the waiver linked to this header to print for transactions completed in RecTrac (RecTrac), WebTrac (WebTrac) or both (All).
DeletePermissions (SALETTERGROUP_Permissions)
Select the Permissions code(s) you want to apply to this code.
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.
Waiver Letter (SALETTERGROUP_OneRecordLetter)
Select the Waiver Letter you wish to link to this letter group header.
Waivers are created and maintained in Letter Management
DeletePrint Frequency (SALETTERGROUP_PrintFrequency)
Choose the printing frequency for this letter group header. This setting determines how often/how many times the letter/waiver will print.
-
After every <x> days - The wavier will print at its first opportunity for this household/family member when the Waiver Frequency Days threshold has been met. If you choose this option, enter a value in the Waiver Frequency Days field. When that number of days has passed, the waiver will reprint when the household/family member processes a transaction that meets this waivers requirements.
For example, you have a pass visit waiver and want it revalidated every three (3) months. You would select After every <x> days and enter 90" in the Waiver Frequency Days field. The waiver will print the first time a member swipes in. That waiver will be 'good' for 90 days from that first swipe-in. 90 days pass. The first time the member swipes in after the 90th day the waiver will print again and the 90-day count will reset. -
Every Time - The waiver will print every time the conditions for the waiver are met. In the event the same receipt contains multiple instances that a wavier can print it will print that many times.
For example you have the same wavier linked to your soccer programs and your football programs. It is set to print every time. If someone registers for two (2) soccer programs and one (1) football program on the same transaction the waiver will print three (3) times. -
Once per Receipt - The waiver will print each time a receipt is generated that meets the requirements. The waiver will print once per receipt per person on the receipt regardless of how many times the conditions are met.
For example you have the same wavier linked to your soccer programs and your football programs. It is set to print with each receipt.- Rose and Valerie Silverhammer are registered into soccer on the same receipt. The waiver will print twice (2x) once for each enrollee because there are two (2) people on the receipt.
- Rosencrantz Guildenstern is registered for both soccer and football on the same receipt. In this instance the waiver will print one time (1x) only because even though both registrations meet the waiver requirement there is only one (1) person on the receipt.
Waiver Frequency Days (SALETTERGROUP_WaiverFrequencyDays)
This field is applicable only if you select "After Every <x> Days" as your Print Frequency.
Enter a value in this field. The value entered is the number of days that must elapse before the wavier linked to this letter group header will be re-printed when the conditions for a printing are met.
For example you have a pass visit waiver and want it revalidated every three months. You would select "After every <x> days" as your Print Frequency and enter "90" in this field. The waiver will print the first time a member swipes in. That waiver will be 'good' for 90 days from that first swipe-in. 90 days pass. The first time the member swipes in after the 90th day the waiver will print again and the 90-day count will reset.
DeleteActivity Match Option (SALETTERGROUP_ActivityMatchOption)
This field is applicable for Activity Type Letter Group Codes only and it applies only if your Print Frequency option is "After Every <x> Days."
Select your Match option for activity letter group codes. The option you select determines when the waiver will print:
If a match is found the waiver letter WILL NOT print.
If a match is NOT found the waiver letter WILL print.
- Section - Participants will not have to revalidate their waiver provided they reenroll into the same activity section.
- Activity - Participants will not have to revalidate their waiver provided they reenroll into the any section in the same activity.
- Type - Participants will not have to revalidate their waiver provided they reenroll into any section of an activity of the same type.
- Category - Participants will not have to revalidate their waiver provided they reenroll into any section of an activity of the same category.
- Section Link - Participants will not have to revalidate their waiver provided they reenroll into any section of an activity with a common section link code. Section link codes are linked on the Fees tab of Activity Section Update.
- Any Activity - Participants will not have to revalidate their waiver provided they reenroll into any section of any activity.
Print Options (SALETTERGROUP_PrintOptions)
Select the Print Option for the waiver linked to this letter group. Select all that apply.
Note: Print Options vary by letter group type.
A Print Option must be selected if you want to have the waiver stored in your database and/or linked to the household/family member record. If opting not to select a Print Option here no .pdf will be created and thus there will be nothing to link.
Activity Waiver
|
Court Waiver
|
Facility Waiver
|
Global Waiver
|
Inventory Waiver
|
League Waiver
|
Locker Waiver
|
Pass Waiver
|
Rental Waiver
|
Service Item Waiver
|
Tee Time Waiver
|
Ticket Waiver
|
Trainer Waiver
|
Trip Waiver
|
Visit Waiver
|
Receipt Print Option (SALETTERGROUP_PagingOption)
Select your Receipt Print Option for the waiver linked to this letter group header.
- Print on a New Page - The waiver will print as part of the receipt. The system will insert a page break and the waiver will print on its own page.
- Print as a Separate Document - The waiver will print as its own document separate from the receipt.
- Within Receipt Detail - The waiver will print as part of the receipt. There will be no page break. When the receipt ends the waiver will begin.
Notes:
- When opting to use HTML text formatting on your waiver use the Print as Separate Document option. When a waiver is printed as a separate document the HTML is sent to a separate .exe which produces the .pdf. When using either of the other options the HTML gets stripped because of limitations with how receipt logic renders to .pdf.
- When capturing electronic signatures on waivers and/or rules/regulations letters Vermont Systems strongly recommends selecting Print on a New Page. See Also: Topic Doc - Electronic Signature Capture.