SAProfile_Daily_Processing_Daily_Processing_Help
The Daily Processing profile establishes cross-module daily processing settings, such as Lookup Options, Pass Renewals into new Pass Type, Module Component selections, Global Sales defaults, Receipt/Report print options, etc….
Note: Upon Saving changes to a Daily Processing profile, VSI highly recommends clearing all cache for Management Screen Management to ensure changes take effect.
Making changes to a profile is an Audited Event. Additionally, Linking, Removing, Purging, and Cloning profiles are also Audited Events.
See Also: Topic Doc - RecTrac Profile Assignments Screen, Hierarchy Guide, and Profile Listing.
See Also: Video - Profile Review
SAProfile_DailyProcessing_DailyProcessing_Tab1
Clear Screen After AddtoCart (SAProfileDetails_ClearScreenAfterAddToCart)
Select this option to have the system reset optional fields, such as Date and Time fields, in Global Sales to their daily default settings upon adding an item to the Shopping Cart.
For Example: Your Global Sales Facility Reservation screen defaults to 12:00am to 11:59pm on today's date" upon entry. You make a reservation for "next Wednesday" and enter that date in the Begin Date and End Date fields and the Reservation time in the Begin Time and End Time fields. Upon selecting the reservation into the Shopping Cart the Date and Time fields will reset to their default settings when this option is selected.
Leave this option de-selected to have the system keep optional fields at their last settings upon selecting an item into the shopping cart.
Note: This option performs the same function as Clear Screen After Payment Processing except it does the clear after adding the item to the cart and not after processing the payment. It is not necessary to have both options enabled.
Refresh Screen After Payment Processing (SAProfileDetails_RefreshScreenAfterPayment)
Select this option to have the system reset optional fields, such as Date and Time fields, in Global Sales to their daily default settings upon the completion of payment processing for the item. For Example: Your Global Sales Facility Reservation screen defaults to 12:00am to 11:59pm on today's date" upon entry. You make a reservation for "next Wednesday" and enter that date in the Begin Date and End Date fields and the Reservation time in the Begin Time and End Time fields. Upon selecting the reservation into the Shopping Cart and then completing the payment process the Date and Time fields will reset to their default settings when this option is selected.
Leave this option de-selected to have the system keep optional fields at their last settings upon completing payment for the transaction.
Note: This option performs the same function as Clear Screen After Add to Cart except it does the clear after payment and not after adding the item to the cart. It is not necessary to have both options enabled.
Global Sales Lookup Option (SAProfileDetails_LookupOption)
Select your Global Sales Lookup Option. The selection you make here determines the default Global Sales option for users linked to this Daily Processing profile. Your options are:
- Lookup Screen - When entering Global Sales, you will be presented with a lookup screen and DataGrid. Enter information in the Lookup field and press <Enter> on your keyboard to select a household. This is the default option.
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Guest/Daily Household- When entering Global Sales, you will bypass the lookup screen and DataGrid and go straight to Global Sales where the Guest/Daily Household (i.e. the 999999999 Household) will be selected. This is a good option if the majority of your transactions do not require a household link.
- Sales that do not require a Household link, such as POS Sales, will be linked to the Guest/Daily Household unless another household is selected.
- Sales that require a household link, such as an Activity Registration, will force a Household selection prompt before you are allowed to proceed.
- No Household -When entering Global Sales, you will bypass the lookup screen and DataGrid and go straight to Global Sales. Attempting to select any item into the Shopping Cart will result in a prompt for a household, either a member household or your Guest/Daily Household, unless one is selected prior to choosing an item.
Touch Lookup Option (SAProfileDetails_LookupOptionTouch)
Select your Touch Lookup Option. The selection you make here determines the default Touch POS lookup option for users linked to this Daily Processing profile. Your options are:
- Lookup Screen - When entering Touch Screen Processing, you will be presented with a lookup screen and DataGrid. Enter information in the Lookup field and press <Enter> on your keyboard to select a household. This is the default option.
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Guest/Daily Household- When entering Touch Screen Processing, you will bypass the lookup screen and DataGrid and go straight to Touch Screen Processing where the Guest/Daily Household (i.e. the 999999999 Household) will be selected. This is a good option if the majority of your transactions do not require a household link.
- Sales that do not require a Household link, such as POS Sales, will be linked to the Guest/Daily Household unless another household is selected.
- Sales that require a household link, such as an Activity Registration, will force a Household selection prompt before you are allowed to proceed.
- No Household -When entering Touch Screen Processing, you will bypass the lookup screen and DataGrid and go straight to Touch Screen Processing. Attempting to select any item into the Shopping Cart will result in a prompt for a household, either a member household or your Guest/Daily Household, unless one is selected prior to choosing an item.
SuperGrid Lookup Option (SAProfileDetails_LookupOptionSuperGrid)
Select your SuperGrid Lookup Option. The selection you make here determines the default lookup option on the SuperGrid for users linked to this Daily Processing profile. Your options are:
- Lookup Screen - When entering the SuperGrid, you will be presented with a lookup screen and DataGrid. Enter information in the Lookup field and press <Enter> on your keyboard to select a household. This is the default option.
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Guest/Daily Household- When entering the SuperGrid, you will bypass the lookup screen and DataGrid and go straight to the SuperGrid where the Guest/Daily Household (i.e. the 999999999 Household) will be selected. This is a good option if the majority of your transactions do not require a household link.
- Sales that do not require a Household link, such as POS Sales, will be linked to the Guest/Daily Household unless another household is selected.
- Sales that require a household link, such as an Activity Registration, will force a Household selection prompt before you are allowed to proceed.
- No Household -When entering the SuperGrid, you will bypass the lookup screen and DataGrid and go straight to the SuperGrid. Attempting to select any item into the Shopping Cart will result in a prompt for a household, either a member household or your Guest/Daily Household, unless one is selected prior to choosing an item.
Visit Processing Lookup Option (SAProfileDetails_LookupOptionVisit)
Select your Visit Processing Lookup Option. This option is designed for use when running Visit Processing from Touch POS.
- No Household - Takes you to a Household Lookup screen when selling Touch POS Service Items and Inventory Items from the Touch Visit Processing screen, with or without processing a Visit.
- Guest/Daily Household - Allows for Touch POS Service Items and Inventory Items to be sold from the Touch Visit Processing screen to the Guest/Daily Household with or without processing a Visit.
Default Lookup (SAProfileDetails_DefaultLookup)
Select your default lookup option.
Note: Default Lookup Options for Household Management is set on the Household profile • Default Lookup field.
Default Lookup Options for Global Sales is set on the Daily Processing profile • Default Lookup field.
- Household Last Name - The system will look up by last name all or partial. Entering 'L' will list all households with a last name beginning with 'L.' Entering 'Li' will list all households with a last name beginning with 'Li.' Entering 'Lil' will list all households with a last name beginning with 'Lil.' Etc….
- Household Number - The lookup lists and sorts by exact Household Number. For Example: Entering '3' will find Household Number 3. Entering '33' will find Household Number 33.
- Family Member - The system will look up by last name all or partial. Entering 'L' will list all family members with a last name beginning with 'L.' Entering 'Li' will list all family members with a last name beginning with 'Li.' Entering 'Lil' will list all family members with a last name beginning with 'Lil.' Etc….
- Phone - The lookup lists and sorts by Phone Number all or partial. The system will find phone numbers that contain the numbers you enter in the sequence you enter them For Example: Entering '802' will find all households with '802' in sequence anywhere in the phone number such as 802-223-5247 313-802-1970 505-524-1802 etc….
- Address - The lookup lists and sorts by Street Address all or partial. The system will find addresses that contain the data you enter in the sequence entered. For Example: Entering 'West' will find all households with 'West' in the street address such as 123 West Street 443 West Main Street 27 Park Place West 89 Westford Road etc….
- Email - The lookup lists and sorts by Email Address all or partial prior to the ampersat (@) symbol. The system will find email address that contain the data you enter in the sequence you enter it For Example: Entering 'smith' will find all households with 'smth' in sequence anywhere in the email address as it appears prior to the ampersat (@) symbol such as john_smith@… smithwesson@… smithwicks@… etc…..
- Team Name - The lookup lists and sorts by Team Name all or partial beginning with the first letter entered.
Internal Household (SAProfileDetails_InternalHousehold)
Select the Household you wish to use as the Internal Household for users linked to this Daily Processing profile. This is a Mandatory field for the default VSI RecTrac Design. Your Design and setup may vary.
Note: This field disallows selection of the Daily/Guest '999999999' household. You MUST select a household other than Daily/Guest '999999999.'
When processing in RecTrac daily sales internal reservations and etc… will be linked to the Household you select here. You can create one Internal Household (if you use one Daily Processing profile only) or many (if you have multiple Daily Processing profiles) depending on your setup and link
Having multiple "internal households" allows you to report and track sales and usage by individual locations or departments within your organization. This is a good option if you tracking such information as daily sales and internal reservations by location and/or department is important in your organization.
See Also: Using Multiple Internal Households for more detailed information.DeleteLeague Matrix Profile (SAProfileDetails_LeagueMatrixProfiles)
This field is applicable only if you use the League Scheduling Module and only if you wish to use the SuperGrid to manage League Schedules.
Select the SuperGrid profile you wish to link to this Daily Processing profile for purposes of League Scheduling if any. Single selection only is allowed. The SuperGrid profile you select sets the SuperGrid parameters (primary SuperGrid search view etc.) for users linked to this profile when they enter the SuperGrid from a button or menu item.
Note: SuperGrid profiles are NOT linked in Profile Hierarchy. Rather they are linked in the fields provided here.
See Also: Topic Doc - RecTrac SuperGrid Processing.
See Also: Topic Doc - League Scheduling.
DeleteModules and Additional Components (SAProfileDetails_ModuleComponents)
Select the Modules and Additional Components that you want available to users when they enter Global Sales and Touch Processing. The options you select here will be the Module Tabs users see in Global Sales and Touch Processing. For Example: You select Activity Enrollments, Facility Reservations, Pass Memberships, and Pass Visits. When in Global Sales, users will see only those modules. If you also process Campsite Rentals, users linked to this profile will not be able to make those reservations because the Rental module will not be available for selection.
Ensure your list is accurate with regard to the RecTrac Modules your department owns and the Modules you want available to your staff in RecTrac and patrons in WebTrac. Your options are:
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Module Selection for Full Recalculation of Fees for Date/Time Changes (Installment Billing will not do a Full Recalc) (SAProfileDetails_FullFeeRecalc)
Select the modules, if any, for which you wish the system to perform a complete Fee Recalc for the selected transaction in the event of a change that affects Dates and or Times only. During a change that only affects dates and/or times only, the system:
- For Modules Selected - start over and fully recalculate fees based on what is currently linked to the item
- For Modules NOT Selected Recalculate fee counts only.
Ensure your list is accurate with regard to the RecTrac Modules your department owns and the Modules you want available to your staff in RecTrac and patrons in WebTrac. Your options are:
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Allow Cancellations for these Modules (SAProfileDetails_AllowCancellationModules)
Select the Modules for which you will allow Cancellations to be processed by users linked to this profile.
In the event patrons wish to cancel a service, such as an Activity Enrollment, users linked to this profile will be allowed/disallowed from performing that function based on the Modules selected here. For Example: You select Activity, Facility, and Pass. When in Global Sales, users will be able to process cancellation only for the modules listed in this field. If a patron wants a user linked to this profile to cancel a Locker Rental, that will be disallowed because 'Locker' is not in this list.
Note: In order to process Cancellations ensure Purchase History is included in the Modules and Additional Components list for this profile. Purchase History is the Component that allows users to see what patrons have purchased and therefore process changes and cancellations if applicable.
Ensure your list is accurate with regard to the RecTrac Modules your department owns and the Modules you want available to your staff in RecTrac and patrons in WebTrac. Your options are:
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Allow Change for these Modules (SAProfileDetails_AllowChangeModules)
Select the Modules for which you will allow Changes to be processed by users linked to this profile. In the event a patron wishes to change a service, such as a Facility Reservation date, users linked to this profile will be allowed/disallowed from performing that function based on the Modules selected here. For Example: You select Activity, Facility, and Pass. When in Global Sales, users will be able to process changes only for the modules listed in this field. If a patron wants a user linked to this profile to change the dates of a Campsite Rental, that will be disallowed because 'Rental' is not in this list.
Notes: In order to process Cancellations ensure Purchase History is included in the Modules and Additional Components list for this profile. Purchase History is the Component that allows users to see what patrons have purchased and therefore process changes and cancellations if applicable .
Updating Fees is NOT considered a "Change." "Changes" are service-related only such as date/time for reservations pass type activity section etc….
Ensure your list is accurate with regard to the RecTrac Modules your department owns and the Modules you want available to your staff in RecTrac and patrons in WebTrac. Your options are:
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Search for Waitlists on Cancellation of these Modules (SAProfileDetails_CancelWaitlistOption)
Select the Modules for which you wish to check for a Waitlist in the event the transaction being processed is a cancellation.
If the cancelled transaction matches the criteria of a selection here and if there is an active Waitlist entry for the item being cancelled, the system displays a message showing the first waitlist match. For Example: Your Big Game Room is fully booked for the first Saturday in June. You have members on the Waitlist. Carol Brady cancels her reservation for 2:00-4:00pm. IF 'Facility' is listed here, upon completing the cancellation transaction for Carol, the system will provide a message saying a Waitlist exists for the Big Game Room, and it will list the name of the first person on it. IF 'Facility is not listed here, they system will not provide a message.
Note: In order to be prompted items within the Modules listed must be setup to accommodate a waitlist and an active waitlist for the specific item being cancelled must exist with at least one (1) entry.
Ensure your list is accurate with regard to the RecTrac Modules your department owns and the Modules for which you want the system to prompt your staff in the event of a cancellation. Your options are:
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Prompt for Effective Cancel Date on Cancellation of these Modules (SAProfileDetails_CancelDateOption)
Select the Modules for which you want to be prompted for an Effective Date when processing a cancellation by users linked to this profile.
In the event patrons wish to cancel a service, such as a Pass Membership, users linked to this profile will receive a prompt asking for an Effective Date (i.e. the date on which the item will no longer be valid). Upon entering the date, the patron will be allowed to make use of the item purchased through the date entered.
For Example: On 12 September, Miranda Butler announces she will be moving at the end of October and wishes to have her membership cancelled at that time. When processing the cancellation on September 12, the clerk can enter 31 October in the Effective Cancel Date prompt. Miranda's pass will be valid through 31 October.
Note: Modules selected here must also be included in the Allow Cancellations for these Modules field .
Ensure your list is accurate with regard to the RecTrac Modules your department owns and the Modules you want available to your staff in RecTrac and patrons in WebTrac. Your options are:
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Auto Select Primary Family Member for these Modules (SAProfileDetails_AutoSelectPrimaryFM)
Select the Module(s) for which you wish the system to Auto-Select the Primary Person when processing a transaction and placing it in the Shopping Cart
OR
Leave these options de-selected to have the system prompt you to select a Family Member when placing the item in the Shopping Cart.
When processing in Global Sales, Touch POS and/or WebTrac, the system will select and link the Primary Family Member to all transactions for the Modules selected in this Combo Box in the event a specific Family Member has not already been selected when the item is transferred to the Shopping Cart. If a Module is not selected, the system will prompt you to select a Family Member when transferring an item to the Shopping Cart.
For Example: You select the Tudor household (Anne, Henry, Mary, Elizabeth and Edward in Global Sales.
- With this option selected for the Activity Module, when an Activity is placed in the Shopping Cart, the system will automatically select Anne since she is the Primary Person in the household, unless another Family Member has already been selected prior to transferring the Activity to the Shopping Cart.
- With this option de-selected for the Activity Module, when an Activity is selected for placement into the Shopping Cart, the system will ask you to choose a Family Member to link to the transaction, unless a specific Family Member has already been selected prior to transferring the Activity to the Shopping Cart.
The example above uses the Activity Module, but the process works the same for every Module in the Combo Box.
DeleteUpdate Receipt Notes for these Modules (SAProfileDetails_NotesModules)
Select the Modules for which you wish to have a Receipt Notes dialog appear when completing a Transaction in RecTrac. The Receipt Notes dialog allows you to enter free form comments associated with the sale if needed. Any notes entered will be linked to the transaction and can be viewed in any Transaction Inquiry program. Whether these notes print on the receipt is determined by your setting in the Receipt Notes field on your Receipt Format profile.
DeleteNotify if Household Debit Balance Above this Amount (SAProfileDetails_HHBalanceMessage)
This field appears on the Daily Processing profile • Core group and on the Visit profile • Tickler Info group.
- Daily Processing profile - Displays balance messages in Global Sales Touch Screen and on the SuperGrid. Enter a positive value you in this field if desired. The value entered acts as a threshold and is used to trigger a message that displays a household's debit balance (i.e. what the household owes you) if the threshold is met or exceeded any time a member of this household is selected in Global Sales Touch Screen or on the Super Grid.
- Visit profile - Displays balances during Visit Processing and Quick Rental Processing. Enter a positive value you in this field if desired. The value entered acts as a threshold and is used to trigger a message that displays a household's debit balance (i.e. what the household owes you) if the threshold is met or exceeded any time a member of this household is selected during Visit Processing or during Quick Rental Processing.
To display all debit balances enter $0.01. To display debit balances over a certain amount only enter that amount such as 10.01 (for balances greater than $10.00) 50.01 (for balances greater than $50.00 etc.).
To disable this feature enter 0.00.
Note: To have balances displayed in both Global Sales/Touch/SuperGrid and Visit Processing/Quick Rental Processing you must enter values on both your Daily Processing and Visit profiles. You can enter the same value in both fields or different values; the profiles work independently of each other.
Notify if Household Credit Balance Above this Amount (SAProfileDetails_HHCreditBalanceMessage)
This field appears on the Daily Processing profile • Core group and on the Visit profile • Tickler Info group.
- Daily Processing profile - Displays credit balance messages in Global Sales Touch Screen and on the SuperGrid. Enter a positive value you in this field if desired. The value entered acts as a threshold and is used to trigger a message that displays a household's credit balance (i.e. what you owe to the household) if the threshold is met or exceeded any time a member of this household is selected in Global Sales Touch Screen or on the Super Grid.
- Visit profile - Displays credit balances during Visit Processing and Quick Rental Processing. Enter a positive value you in this field if desired. The value entered acts as a threshold and is used to trigger a message that displays a household's credit balance (i.e. what you owe to the household) if the threshold is met or exceeded any time a member of this household is selected during Visit Processing or during Quick Rental Processing.
To display all credit balances enter $0.01. (Enter positive value; the system "does the math.") To display credit balances over a certain amount only enter that amount such as 10.01 (for credit balances greater than $-10.00) 50.01 (for credit balances greater than $-50.00 etc.).
To disable this feature enter 0.00.
Note: To have balances displayed in both Global Sales/Touch/SuperGrid and Visit Processing/Quick Rental Processing you must enter values on both your Daily Processing and Visit profiles. You can enter the same value in both fields or different values; the profiles work independently of each other.
Require PIN for Gift Certificate Reload (SAProfileDetails_RequirePINForReload)
Select this option to require input of a Gift Certificate's PIN in order to process a reload for it. With this option selected, a PIN will be required when adding money to Gift Certificate, both RecTrac GUI and WebTrac.
De-select this option to allow reload of Gift Certificates without entering a PIN.
Note: Requiring a PIN for Gift Certificate reload is a good way to ensure patrons and clerks add money to the correct Gift Certificate.
FitReward Passes (SAProfileDetails_FitRewardPasses)
This field is applicable only if you use/run the fitRewards Interface.
Select the passes you use to track your fitRewards members. When a patron purchases or renews a Pass listed in this field the system will add the FITRE (FitRewards Member) Feature Code to the patron automatically.
THEN
When running the fitRewards Interface the system will use the pass(es) selected here to calculate fitReward points earned for your fitRewards members.
For Example: Your fitRewards Pass Code is BCFIT. You list that pass in this field. Charles Leverton-West purchases a BCFIT pass. Upon completing the sale RecTrac will add your FITRE Feature Code to Charles's record in Household Update. This sequence of events makes Charles eligible to earn fitRewards Points
THEN
When you run the fitRewards Interface any points Charles has earned will be uploaded to fitRewards.
See Also: Topic Doc - fitRewards Interface.
DeleteAlways use Access Ticket defaults (SAProfileDetails_AccessTicketDefaults)
Select this option to have the system use the Access Control defaults set on the ticket template when selling Access Tickets in RecTrac (from any module). With this option selected, users will not be prompted to fill in Access Control information for the tickets that are sold in conjunction with other items.
For Example: Your Daily Pass Type has an Access Control Template linked. The template has use parameters linked. With this option selected, the system will set the Access Control use parameters for a Daily Pass sale to those on the Template at the time of sale.
De-select this option to have the prompt display and ask which use parameters options you would like to use when an item linked to an Access Ticket is sold.
DeleteDo not require PIN on Access Ticket swipe (SAProfileDetails_NoAccessTicketPIN)
Select this option to waive the PIN entry requirement during Access Control check in (and returns).
Leave this option de-selected to required entry of a PIN for Access Control check in (and return).
DeleteAllow Non Waitlist Enrollments? (SAProfileDetails_AllowEnrollmentsWithWaitlist)
Select this option if you allow a person who is not on an activity's waitlist to register for that activity if a space is available, or if you allow intentional over-enrollment into an activity.
Deselect this option if you only allow those persons on the waitlist to register for an activity when a space is made available in that activity.
For Example: Writer's Workshop is full and has three people on the waitlist. Michelle Mabelle, who is enrolled, cancels from the class, and a slot becomes available.
- With this option enabled, any patron could register for Writer's Workshop because the system would skip the waitlist and let the next patron enroll.
- With this option disabled, only the three people already on the waitlist would be eligible for enrollment into the empty slot in Writer's Workshop.
Default Player Copy Option (SAProfileDetails_DefaultPlayerCopyOption)
This field is applicable to the League Scheduling Module only.
Select your Default Player Copy Option. When registering a Team for a League either in GUI (RecTrac) or via WebTrac your selection here determines whether the Team's default players will be added to the Team Roster upon registration.
- All - All default players for a Team will be added to the League roster upon registration
- None - None of the default players for a Team will be added to the League roster upon registration.
Notes: A Team's default players are maintained on the Team Members tab of the League Team Update screen. Ensure Show Players for option is set to "Default Team Members."
To add default players to a Team after it registers for a League use the Copy Default Players button. This is a good option to use when a new Team registers for its first League. You can create the Team and register it for your League. Then create the default players and use this button to add them to the League for which they registered.
See Also: Topic Doc - The League Scheduling Module
DeleteLocker Room Search Number of Results (SAProfileDetails_LKDefaultResults)
Enter a value in this field, if desired. The number you enter will be the maximum number of Locker results that will be returned when doing a search for free" (i.e. open/unrented) lockers. For Example: If the value you enter is "10" and five (5) lockers are found the system will show five (5) lockers. If the value you enter is "10" and 20 lockers are found the system will show the first 10 lockers found. The patron can then choose a locker from those returned in the search.
Leave this field at '0' to have the system display all lockers that are found in the search OR if you do not use the Locker Module.
DeletePrint one ID per Family Member instead of one ID per Pass Membership? (SAProfileDetails_PassPrintHHID)
Select your Pass Print option.
- Option Enabled - When this option is enabled, the system will print one (1) physical PVC card only for the patron regardless of how many individual pass memberships that person holds. The one physical card will be good/valid for all the pass memberships that person has. So if the patron has three (3) different passes, he will still have only one (1) PVC card. When on the Pass Print screen, you will see a single option to Print Household ID? regardless of how many valid pass memberships the person holds.
- Disabled - When this option is de-selected, the system will print a separate physical PVC card for each pass membership the person has. So if the patron has three (3) different passes, she will have three (3) separate PVC cards. When on the Pass Print screen, you will see an option to print each valid pass the person holds. Passes will be listed by Pass Code.
Note: This option is relevant only if you print physical PVC cards for your pass members from RecTrac. This option is not considered if you use Keyfobs (or other third-party ID cards) or if you allow entry to your facility based on manual swipes such as entering a patron's name in the Visit Processing lookup screen.
Allow Renewal into New PassCode (SAProfileDetails_AllowRenewNewPassCode)
Select this option to allow members to change their Pass Code at renewal. With this option selected, a member can opt to change Pass Codes upon renewal of a membership.
De-select this option to disallow the changing of a Pass Code at renewal. With this option de-selected, a member can renew into the existing Pass Code only. To change Pass Codes with this option de-selected, a patron must purchase a new (i.e. different) membership.
For Example: Members at your department qualify for Senior Citizen rates when they reach 55. Emily Inglethorp will celebrate her 55th birthday in October. With this option enabled, when Emily renews her annual membership after turning 55, she can renew the membership into the Senior Annual Pass as opposed to the Adult Annual Pass. With this option de-selected, Emily would have to register for a new membership and choose the Senior Annual Pass.
Pass Codes are maintained in Pass Code Management
DeleteDefault Golf Course (SAProfileDetails_GolfCourse)
Select the Default Golf Course for users linked to this Daily Processing profile, if desired. The choice selected here determines the default golf course for any other Greens Fee-type transactions processed in Global Sales, Touch POS, and/or Visit Processing. The Autocreate Visits for Greens Fee Purchase and Autocreate Green Fees on Visits fields on your Golf profile allow you to perform basic Golf-related functions (i.e. sell Greens Fees when processing a visit OR create a Visit when selling Greens Fees) without processing on a Tee Sheet. If opting to do this the Golf Course you list in this field will be the one for which Greens Fees are charged or the Visits are processed.
Leave this field blank if you do not have a golf program at your organization OR if you have a golf program but process Golf-related functions from the Tee Sheet.
DeleteWaiver Time Out (Seconds) (SAProfileDetails_WaiverTimeOut)
Accept the default entry or overwrite with another value, if desired. The value entered is the number of seconds RecTrac will pause on a Waiver screen to allow for a signature from a patron (if using a Topaz unit) or an acknowledgement by the clerk.
DeleteReservation Number Lookup Module (SAProfileDetails_ResLookupModule)
Select your Reservation Number Lookup Module option if desired. The Reservation Number button on the Global Sales Lookup screen will find the Household linked to the Reservation Number entered for the Module selected here.
For Example: If you select Facility in this field then when entering a number in the Global Sales Lookup field and clicking the Reservation Number button the system will find the household linked to the Facility Reservation that matches the value you entered and open Global Sales with that household pre-selected.
DeleteSearch for Items to Cancel on Household POS Negative Sales (SAProfileDetails_SearchNegativePOS)
Select this option to initiate the POS Negative Sale program in Global Sales for POS Inventory and/or Service Items. Leave this option de-selected to process negative POS sales without using the POS Negative Sale program.
The POS Negative Sale program offers a quick way for clerks to review a Household's POS Transaction Purchase History when processing returns for POS Service Items and/or Inventory Items. Sales must be for Households in your database. The Daily/Guest household is EXEMPT from this process.
When this option is selected and you perform a negative POS sale for a household, the System will:
- Search the household's Transaction History and present a DataGrid of matching items (if any) previously purchased by the household.
- Allow the clerk to select a matching item and either Change it (i.e. the customer bought 4 and wants to return 1) Cancel it (i.e. the customer bought 1 and is returning it) or Continue with Negative Sale and simply return the item without selecting one that was purchased previously.
Include PDF tickets when emailing receipts (SAProfileDetails_EmailTickets)
This option is applicable to POS Ticket Sales only.
Select this option to have any POS Tickets that were purchased included as a .pdf attachment when emailing receipts to patrons.
De-select this option to have only the receipt emailed. In this event you will have to print the tickets separately.
Note: When this option is selected patrons can reprint their tickets in WebTrac by going to My Account • Reprint • Reprint a Receipt. That menu includes a link to reprint POS tickets.
Include PDF gift cards when emailing receipts (SAProfileDetails_EmailGiftCards)
This option is applicable to POS Ticket Sales only.
Select this option to have any Gift Cards that were purchased included as a .pdf attachment when emailing receipts to patrons.
De-select this option to have only the receipt emailed. In this event you will have to print the gift cards separately.
Note: When this option is selected patrons can reprint their gift cards in WebTrac by going to My Account • Reprint • Reprint a Receipt. That menu includes a link to reprint gift cards.
See Also: Topic Doc - Gift Certificates/Gift Cards.
DeleteLimit for Displaying Prompted Fees in a Datagrid (SAProfileDetails_FeePromptLimit)
Accept the default value (50) or overwrite with another value, if desired. The value in this field is a threshold for invoking a Prompted Fees DataGrid during a sale. If the number of Fee Prompts in a single transaction exceed the value entered here, then those Fees will be displayed in a separate multi-select DataGrid, thus allowing the clerk to quickly and easily select the appropriate Fees. If the number of Fee Prompts in a single transaction does not meet this threshold, then Fees will prompt as they normally do.
DeleteCustom Receipt Documents (SAProfileDetails_CustomReceiptDocuments)
This field allows for the printing of custom receipt documents that are specific to a single Department. Use of this field requires a custom code from VSI.
Enter your custom code in this field. When you complete a transaction in RecTrac and the conditions of the code are met then your custom receipt document will print along with the regular receipt. For Example: You may have a custom form that needs to be printed whenever you process a Refund Finance transaction.
The custom form linked to the code you enter prints to hard copy only. It will neither Preview (in the event you opt to Preview the receipt before printing) nor will it be included as an attachment (in the event you opt to Email the receipt). A copy of the document is placed in the Document Center upon completion. Document Type = Receipt.
Note: Contact Vermont Systems Sales for further information regarding this field and its potential uses.
Maximum WebTrac Permit Reservation Count (SAProfileDetails_MaxWebTracPermitReservationCount)
Accept the default value of 120 records or specify an alternative value. This is the number of facility permit requests a patron can generate from a pattern reservation at any one time through WebTrac. You want this value to be high enough to cover your most common pattern permit requests, but not excessive to prevent accidental run-away permit requests.For Example: The local little league would like to reserve your baseball diamond 3 times a week for the months in which they play. In order for this permit request to be made through WebTrac, enough days would have to be allowed in the Maximum WebTrac Permit Reservation Count field to cover the pattern. With permits, your organization retains control to decide which permit requests are approved, and which permit requests are rejected.
See Also: Topic Doc - Facility Permits
DeleteGlobal Sales First Component (SAProfileDetails_GlobalSalesFirstComponent)
Select a Module, if desired. The module you select will the first (i.e. default) Tab on the Global Sales screen upon entry for users linked to this profile. All subsequent modules appear in their default order (Activity, Facility, Pass, etc.).
Note: The module you select here must be included in the Modules and Additional Components list in order for it to be the first (i.e. default) Tab on the Global Sales screen for users linked to this profile.
Upon making changes to this field close all open Tabs Clear All Cache in Management Screen Management and go back for changes to take effect.
DeleteTouch Screen First Component (SAProfileDetails_TouchScreenFirstComponent)
Select a Module, if desired. The module you select will the first (i.e. default) tab on the Global Sales screen when accessed from Touch Screen Processing for users linked to this profile. All subsequent menus/modules will be available.
Note: The module you select here must be included in the Modules and Additional Components list in order for it to be the first (i.e. default) Tab on the Global Sales screen for users linked to this profile.
Upon making changes to this field close all open Tabs Clear All Cache in Management Screen Management and go back for changes to take effect.
DeleteVisit Processing First Component (SAProfileDetails_VisitProcessingFirstComponent)
Select a Module, if desired. The module you select will the first (i.e. default) tab on the Global Sales screen when accessed from Visit Processing for users linked to this profile. All subsequent menus/modules will be available.
Note: The module you select here must be included in the Modules and Additional Components list in order for it to be the first (i.e. default) Tab on the Global Sales screen for users linked to this profile.
Upon making changes to this field close all open Tabs Clear All Cache in Management Screen Management and go back for changes to take effect.
DeleteTee Sheet First Component (SAProfileDetails_TeeSheetFirstComponent)
Select a Module, if desired. The module you select will the first (i.e. default) tab on the Global Sales screen when accessed from theTee Sheet Processing for users linked to this profile. All subsequent menus/modules will be available.
Note: The module you select here must be included in the Modules and Additional Components list in order for it to be the first (i.e. default) Tab on the Global Sales screen for users linked to this profile.
Upon making changes to this field close all open Tabs Clear All Cache in Management Screen Management and go back for changes to take effect.
DeleteSuperGrid First Component (SAProfileDetails_SuperGridFirstComponent)
Select a Module, if desired. The module you select will the first (i.e. default) tab on the Global Sales screen when accessed from the SuperGrid for users linked to this profile. All subsequent menus/modules will be available.
Note: The module you select here must be included in the Modules and Additional Components list in order for it to be the first (i.e. default) Tab on the Global Sales screen for users linked to this profile.
Upon making changes to this field close all open Tabs Clear All Cache in Management Screen Management and go back for changes to take effect.
DeleteDefault Report Title Option (SAProfileDetails_ReportDefaultTitleOption)
Select the default Report Title setting for reports run from users linked to this profile. Your options are:
- User Group Display Title - This is the default user group report display based on your User Group in RecTrac.
- Custom Title - This is the custom report title you've created for your reports. Enter your custom title in the field below; the data you enter will replace the default RecTrac User Group Display .
Custom Report Title (SAProfileDetails_ReportDefaultCustomTitle)
This field is applicable only if your Default Report Title Option is Custom Title.
Enter text in this field. The text you enter will be used in lieu of the RecTrac Menu Group Display Title for reports run by users linked to this Daily Processing profile.
DeleteReport Logo (SAProfileDetails_ReportLogo)
Browse to and select logo image you want to have printed on your reports. The image you choose can reside on the local workstation or on a network location. Once a report is processed using this image with this Daily Processing profile, the image will be available for all workstations from which you process reports via this profile. DO NOT modify the file location path that gets input.
Note: Acceptable file types for the logo include .jpg .bmp .gif and .png. VSI advises you to omit any spaces in the file name. For Example: rec_center.jpg will work but rec center. jpg may not.
VSI recommends using a file size of < 30kb to keep receipt file size and generating time to a minimum.
Max Pages per Report (SAProfileDetails_ReportMaxPages)
Enter a value in this field, if desired. VSI recommends using a value of '100.' The value you enter here represents the maximum length (in pages) that a single report can be. In the event a report exceeds the Maximum Pages value, the process will stop and the user will receive a message indicating the reason. Additionally, an entry will be written to the AppServer log.
Leave this field at '0' if you wish to disable this feature and put no limit on report pages.
DeleteDefault Preview Report Toggle On (SAProfileDetails_DefaultPreviewReports)
Select this option this option to have Preview always selected on your Report Options screen by default. This is a default value only. You can override it when running a report.
Note: The default option you select here applies ONLY when running a report for which no memorized output selection/report template exists. Reports always default to the memorized output setting specified on their template if one (or more) exists.
See Also: Report Output Selection.
DeleteDefault Print Report Toggle On (SAProfileDetails_DefaultPrintReports)
Select this option this option to have Print always selected on your Report Options screen by default. This is a default value only. You can override it when running a report.
Note: The default option you select here applies ONLY when running a report for which no memorized output selection/report template exists. Reports always default to the memorized output setting specified on their template if one (or more) exists.
See Also: Report Output Selection.
DeleteDefault Email Report Toggle On (SAProfileDetails_DefaultEmailReports)
Select this option this option to have Email always selected on your Report Options screen by default. This is a default value only. You can override it when running a report.
Note: The default option you select here applies ONLY when running a report for which no memorized output selection/report template exists. Reports always default to the memorized output setting specified on their template if one (or more) exists.
See Also: Report Output Selection.
DeleteFee Code Enrollment Count 1 (SAProfileDetails_FeeCodeEnrollmentCount1)
Select a Fee Code/Fee Codes, if desired. The Fee Code(s) you enter here determine how you address Fee Code Enrollment Counts (For Example: Resident/Non-Resident) on your Activity Section listing (and other reports).
Calculated fields on ARSection get the applicable code(s) from this Profile and total the enrollment numbers for that code. For Example: You enter Fee Code RES in Enrollment Count 1 and Fee Code NR Enrollment Count 2 on this profile. The calculated fields in Activity Section Management then know how to tally your Resident vs. Non-Resident enrollment counts based on the RES/NR codes you entered..
In report output management, you have these six (6) fields (Enrollment Count 1-3 and Category Count 1-3) to choose from in the ARSection table when listing enrollments.
DeleteFee Code Enrollment Count 2 (SAProfileDetails_FeeCodeEnrollmentCount2)
Select a Fee Code/Fee Codes, if desired. The Fee Code(s) you enter here determine how you address Fee Code Enrollment Counts (For Example: Resident/Non-Resident) on your Activity Section listing (and other reports).
Calculated fields on ARSection get the applicable code(s) from this Profile and total the enrollment numbers for that code. For Example: You enter Fee Code RES in Enrollment Count 1 and Fee Code NR Enrollment Count 2 on this profile. The calculated fields in Activity Section Management then know how to tally your Resident vs. Non-Resident enrollment counts based on the RES/NR codes you entered..
In report output management, you have these six (6) fields (Enrollment Count 1-3 and Category Count 1-3) to choose from in the ARSection table when listing enrollments.
DeleteFee Code Enrollment Count 3 (SAProfileDetails_FeeCodeEnrollmentCount3)
Select a Fee Code/Fee Codes, if desired. The Fee Code(s) you enter here determine how you address Fee Code Enrollment Counts (For Example: Resident/Non-Resident) on your Activity Section listing (and other reports).
Calculated fields on ARSection get the applicable code(s) from this Profile and total the enrollment numbers for that code. For Example: You enter Fee Code RES in Enrollment Count 1 and Fee Code NR Enrollment Count 2 on this profile. The calculated fields in Activity Section Management then know how to tally your Resident vs. Non-Resident enrollment counts based on the RES/NR codes you entered..
In report output management, you have these six (6) fields (Enrollment Count 1-3 and Category Count 1-3) to choose from in the ARSection table when listing enrollments.
DeleteCategory Enrollment Count 1 (SAProfileDetails_CategoryEnrollmentCount1)
Select a Category Code/Category Codes, if desired. The Category Code(s) you enter here determine how you address Category Code Enrollment Counts (For Example: Resident/Non-Resident) on your Activity Section listing (and other reports).
Calculated fields on ARSection get the applicable code(s) from this Profile and total the enrollment numbers for that code. For Example: You enter Category Code RES in Enrollment Count 1 and Category Code NR Enrollment Count 2 on this profile. The calculated fields in Activity Section Management then know how to tally your Resident vs. Non-Resident enrollment counts based on the RES/NR codes you entered..
In report output management, you have these six (6) fields (Enrollment Count 1-3 and Category Count 1-3) to choose from in the ARSection table when listing enrollments.
DeleteCategory Enrollment Count 2 (SAProfileDetails_CategoryEnrollmentCount2)
Select a Category Code/Category Codes, if desired. The Category Code(s) you enter here determine how you address Category Code Enrollment Counts (For Example: Resident/Non-Resident) on your Activity Section listing (and other reports).
Calculated fields on ARSection get the applicable code(s) from this Profile and total the enrollment numbers for that code. For Example: You enter Category Code RES in Enrollment Count 1 and Category Code NR Enrollment Count 2 on this profile. The calculated fields in Activity Section Management then know how to tally your Resident vs. Non-Resident enrollment counts based on the RES/NR codes you entered..
In report output management, you have these six (6) fields (Enrollment Count 1-3 and Category Count 1-3) to choose from in the ARSection table when listing enrollments.
DeleteCategory Enrollment Count 3 (SAProfileDetails_CategoryEnrollmentCount3)
Select a Category Code/Category Codes, if desired. The Category Code(s) you enter here determine how you address Category Code Enrollment Counts (For Example: Resident/Non-Resident) on your Activity Section listing (and other reports).
Calculated fields on ARSection get the applicable code(s) from this Profile and total the enrollment numbers for that code. For Example: You enter Category Code RES in Enrollment Count 1 and Category Code NR Enrollment Count 2 on this profile. The calculated fields in Activity Section Management then know how to tally your Resident vs. Non-Resident enrollment counts based on the RES/NR codes you entered..
In report output management, you have these six (6) fields (Enrollment Count 1-3 and Category Count 1-3) to choose from in the ARSection table when listing enrollments.
DeleteDefault Preview Receipt Toggle On (SAProfileDetails_DefaultPreviewReceipts)
Select this option this option to have Preview always selected on your Receipt Options screen by default. This is a default value only. You can override it when processing a transaction.
See Also: Receipt Output Selection.
DeleteDefault Print Receipt Toggle On (SAProfileDetails_DefaultPrintReceipts)
Select this option this option to have Print always selected on your Receipt Options screen by default. This is a default value only. You can override it when processing a transaction.
See Also: Receipt Output Selection.
DeleteDefault Email Receipt Toggle On (SAProfileDetails_DefaultEmailReceipts)
Select this option this option to have Email always selected on your Receipt Options screen by default. This is a default value only. You can override it when processing a transaction.
See Also: Receipt Output Selection.
DeletePrint Auto Complete Zero Fee Receipts (Pass Visit setting on Pass Code) (SAProfileDetails_ZeroFeePrintReceipt)
Select the Modules for which you WANT to have $0.00 receipts printed upon auto-completing a transaction in RecTrac (i.e. when clicking the Finish button as opposed to the Payment button). For Example: The Pro Shop rings up a $0.00 Service Item and clicks the Finish button to auto-complete the transaction.
- If "Service Item Purchase" is selected in this Combo Box then the $0.00 receipt will print.
- If "Service Item Purchase" is not selected in this Combo Box then the $0.00 receipt will not print.
Whenever you Finish a transaction a .pdf receipt is generated and stored in the Document Center regardless of whether fees are charged. When transactions are processed for modules selected here the $0.00 receipt will queue directly to your printer upon clicking Finish. If you do not want to print receipts for $0.00 transactions then do not make any selections here. In the event a copy of the .pdf receipt is needed you can access it via the Document Center.
Note: Your settings in this field control whether $0.00 receipts are printed for all RecTrac Modules (including Activity Visits) except Pass Visits. Pass Visits only are exempt from this field. The setting for whether $0.00 receipts print during Visit Processing is maintained via the Print Receipt During No Fee Visit? option on the Pass Code itself.
Model Household for Activity (Uses Primary Member) (SAProfileDetails_ModelHouseholdAR)
Select the Household(s) you wish to use as the Model Household" for this Module. Multiple selection is allowed. This is a Mandatory field for the default VSI RecTrac Design. Your Design and setup may vary.
Model Households are used to set default search and display parameters in RecTrac for programs such as the SuperGrid and Global Sales in order to increase processing speed when entering a specific Module or switching between them. Once a Model Household (or Households) is selected the system will base search and display parameters off the Category and Fee Code settings of the Primary Person in the Household(s). The Model Household is also used to display prices in WebTrac.
For Example: If the Primary Person in the household you select is linked to a Non-Resident Fee Code and you have search/display parameters based on Residency then the default parameters for the module you are working with will be set for Non-Residents (and Non-Resident Fees will display in WebTrac). If you have two (2) households selected and the Primary Person in one household is a Resident and the Primary Person in the other household is a Non-Resident then the default parameters for the module you are working with will be set for both Residents and Non-Residents (and both Resident and Non-Resident Fees will display in WebTrac).
Keep in mind these are default values only and are used to expedite the loading of RecTrac screens during processing functions. The household you select can be a bona-fide household in your database or a "dummy" household created specifically for this purpose. Selecting a bona-fide household will have no operational impact on it. You can use the same household in every Model Household field if desired or you can select different households.
Note: In the event you change the household selected in this field VSI recommends going to Scheduled Events Management and running the Search Index Build Event manually. The program will immediately rebuild Search Indexes based off the settings of the new household you have selected. In the standard VSI Design Scheduled Events Management is located under Management Ribbon • System Management • Misc Management Group. Your Design and setup may vary.
Model Household for Facility (Uses Primary Member) (SAProfileDetails_ModelHouseholdFR)
Select the Household(s) you wish to use as the Model Household" for this Module. Multiple selection is allowed. This is a Mandatory field for the default VSI RecTrac Design. Your Design and setup may vary.
Model Households are used to set default search and display parameters in RecTrac for programs such as the SuperGrid and Global Sales in order to increase processing speed when entering a specific Module or switching between them. Once a Model Household (or Households) is selected the system will base search and display parameters off the Category and Fee Code settings of the Primary Person in the Household(s). The Model Household is also used to display prices in WebTrac.
For Example: If the Primary Person in the household you select is linked to a Non-Resident Fee Code and you have search/display parameters based on Residency then the default parameters for the module you are working with will be set for Non-Residents (and Non-Resident Fees will display in WebTrac). If you have two (2) households selected and the Primary Person in one household is a Resident and the Primary Person in the other household is a Non-Resident then the default parameters for the module you are working with will be set for both Residents and Non-Residents (and both Resident and Non-Resident Fees will display in WebTrac).
Keep in mind these are default values only and are used to expedite the loading of RecTrac screens during processing functions. The household you select can be a bona-fide household in your database or a "dummy" household created specifically for this purpose. Selecting a bona-fide household will have no operational impact on it. You can use the same household in every Model Household field if desired or you can select different households.
Note: In the event you change the household selected in this field VSI recommends going to Scheduled Events Management and running the Search Index Build Event manually. The program will immediately rebuild Search Indexes based off the settings of the new household you have selected. In the standard VSI Design Scheduled Events Management is located under Management Ribbon • System Management • Misc Management Group. Your Design and setup may vary.
Model Household for Pass (Uses Primary Member) (SAProfileDetails_ModelHouseholdPM)
Select the Household(s) you wish to use as the Model Household" for this Module. Multiple selection is allowed. This is a Mandatory field for the default VSI RecTrac Design. Your Design and setup may vary.
Model Households are used to set default search and display parameters in RecTrac for programs such as the SuperGrid and Global Sales in order to increase processing speed when entering a specific Module or switching between them. Once a Model Household (or Households) is selected the system will base search and display parameters off the Category and Fee Code settings of the Primary Person in the Household(s). The Model Household is also used to display prices in WebTrac.
For Example: If the Primary Person in the household you select is linked to a Non-Resident Fee Code and you have search/display parameters based on Residency then the default parameters for the module you are working with will be set for Non-Residents (and Non-Resident Fees will display in WebTrac). If you have two (2) households selected and the Primary Person in one household is a Resident and the Primary Person in the other household is a Non-Resident then the default parameters for the module you are working with will be set for both Residents and Non-Residents (and both Resident and Non-Resident Fees will display in WebTrac).
Keep in mind these are default values only and are used to expedite the loading of RecTrac screens during processing functions. The household you select can be a bona-fide household in your database or a "dummy" household created specifically for this purpose. Selecting a bona-fide household will have no operational impact on it. You can use the same household in every Model Household field if desired or you can select different households.
Note: In the event you change the household selected in this field VSI recommends going to Scheduled Events Management and running the Search Index Build Event manually. The program will immediately rebuild Search Indexes based off the settings of the new household you have selected. In the standard VSI Design Scheduled Events Management is located under Management Ribbon • System Management • Misc Management Group. Your Design and setup may vary.
Model Household for Golf (Uses Primary Member) (SAProfileDetails_ModelHouseholdGR)
Select the Household(s) you wish to use as the Model Household" for this Module. Multiple selection is allowed. This is a Mandatory field for the default VSI RecTrac Design. Your Design and setup may vary.
Model Households are used to set default search and display parameters in RecTrac for programs such as the SuperGrid and Global Sales in order to increase processing speed when entering a specific Module or switching between them. Once a Model Household (or Households) is selected the system will base search and display parameters off the Category and Fee Code settings of the Primary Person in the Household(s). The Model Household is also used to display prices in WebTrac.
For Example: If the Primary Person in the household you select is linked to a Non-Resident Fee Code and you have search/display parameters based on Residency then the default parameters for the module you are working with will be set for Non-Residents (and Non-Resident Fees will display in WebTrac). If you have two (2) households selected and the Primary Person in one household is a Resident and the Primary Person in the other household is a Non-Resident then the default parameters for the module you are working with will be set for both Residents and Non-Residents (and both Resident and Non-Resident Fees will display in WebTrac).
Keep in mind these are default values only and are used to expedite the loading of RecTrac screens during processing functions. The household you select can be a bona-fide household in your database or a "dummy" household created specifically for this purpose. Selecting a bona-fide household will have no operational impact on it. You can use the same household in every Model Household field if desired or you can select different households.
Note: In the event you change the household selected in this field VSI recommends going to Scheduled Events Management and running the Search Index Build Event manually. The program will immediately rebuild Search Indexes based off the settings of the new household you have selected. In the standard VSI Design Scheduled Events Management is located under Management Ribbon • System Management • Misc Management Group. Your Design and setup may vary.
Note: If you are opting to use the Pass per Model Household for Golf field below to display multiple Greens Fees in WebTrac then you must list a number of Model Households here that is equal to the number of Pass Codes you have listed in that field. For Example: You want to list Daily Resident Greens Fees Daily Non-Resident Greens and Member Greens Fees in WebTrac. You populate the Pass per Model Household for Golf field with three (3) Pass Codes: your Daily Resident Greens Fee Pass Code your Daily Non-Resident Greens Fee Pass Code and your Member Pass Code. You must select three (3) different Households in this field and they must be in the same order that your Pass Codes are listed.
If you are listing Membership Pass Codes in the Pass per Model Household for Golf field then VSI recommends linking a Model Household whose Primary Person has an active pass for that Pass Code for best results. Using the example above the 3rd Pass Code listed is your Membership Pass. The first two households you list would be a Resident Household and a Non-Resident Household because you listed Daily Resident and Daily Non-Resident Pass Codes. The Primary Person of the 3rd Household you list in this field should have an active pass for your Membership Pass Code. This is not a requirement but is considered a "best practice."
Model Household for Locker (Uses Primary Member) (SAProfileDetails_ModelHouseholdLK)
Select the Household(s) you wish to use as the Model Household" for this Module. Multiple selection is allowed. This is a Mandatory field for the default VSI RecTrac Design. Your Design and setup may vary.
Model Households are used to set default search and display parameters in RecTrac for programs such as the SuperGrid and Global Sales in order to increase processing speed when entering a specific Module or switching between them. Once a Model Household (or Households) is selected the system will base search and display parameters off the Category and Fee Code settings of the Primary Person in the Household(s). The Model Household is also used to display prices in WebTrac.
For Example: If the Primary Person in the household you select is linked to a Non-Resident Fee Code and you have search/display parameters based on Residency then the default parameters for the module you are working with will be set for Non-Residents (and Non-Resident Fees will display in WebTrac). If you have two (2) households selected and the Primary Person in one household is a Resident and the Primary Person in the other household is a Non-Resident then the default parameters for the module you are working with will be set for both Residents and Non-Residents (and both Resident and Non-Resident Fees will display in WebTrac).
Keep in mind these are default values only and are used to expedite the loading of RecTrac screens during processing functions. The household you select can be a bona-fide household in your database or a "dummy" household created specifically for this purpose. Selecting a bona-fide household will have no operational impact on it. You can use the same household in every Model Household field if desired or you can select different households.
Note: In the event you change the household selected in this field VSI recommends going to Scheduled Events Management and running the Search Index Build Event manually. The program will immediately rebuild Search Indexes based off the settings of the new household you have selected. In the standard VSI Design Scheduled Events Management is located under Management Ribbon • System Management • Misc Management Group. Your Design and setup may vary.
Model Household for Trip (Uses Primary Member) (SAProfileDetails_ModelHouseholdTP)
Select the Household(s) you wish to use as the Model Household" for this Module. Multiple selection is allowed. This is a Mandatory field for the default VSI RecTrac Design. Your Design and setup may vary.
Model Households are used to set default search and display parameters in RecTrac for programs such as the SuperGrid and Global Sales in order to increase processing speed when entering a specific Module or switching between them. Once a Model Household (or Households) is selected the system will base search and display parameters off the Category and Fee Code settings of the Primary Person in the Household(s). The Model Household is also used to display prices in WebTrac.
For Example: If the Primary Person in the household you select is linked to a Non-Resident Fee Code and you have search/display parameters based on Residency then the default parameters for the module you are working with will be set for Non-Residents (and Non-Resident Fees will display in WebTrac). If you have two (2) households selected and the Primary Person in one household is a Resident and the Primary Person in the other household is a Non-Resident then the default parameters for the module you are working with will be set for both Residents and Non-Residents (and both Resident and Non-Resident Fees will display in WebTrac).
Keep in mind these are default values only and are used to expedite the loading of RecTrac screens during processing functions. The household you select can be a bona-fide household in your database or a "dummy" household created specifically for this purpose. Selecting a bona-fide household will have no operational impact on it. You can use the same household in every Model Household field if desired or you can select different households.
Note: In the event you change the household selected in this field VSI recommends going to Scheduled Events Management and running the Search Index Build Event manually. The program will immediately rebuild Search Indexes based off the settings of the new household you have selected. In the standard VSI Design Scheduled Events Management is located under Management Ribbon • System Management • Misc Management Group. Your Design and setup may vary.
Model Household for Personal Trainer (Uses Primary Member) (SAProfileDetails_ModelHouseholdPT)
Select the Household(s) you wish to use as the Model Household" for this Module. Multiple selection is allowed. This is a Mandatory field for the default VSI RecTrac Design. Your Design and setup may vary.
Model Households are used to set default search and display parameters in RecTrac for programs such as the SuperGrid and Global Sales in order to increase processing speed when entering a specific Module or switching between them. Once a Model Household (or Households) is selected the system will base search and display parameters off the Category and Fee Code settings of the Primary Person in the Household(s). The Model Household is also used to display prices in WebTrac.
For Example: If the Primary Person in the household you select is linked to a Non-Resident Fee Code and you have search/display parameters based on Residency then the default parameters for the module you are working with will be set for Non-Residents (and Non-Resident Fees will display in WebTrac). If you have two (2) households selected and the Primary Person in one household is a Resident and the Primary Person in the other household is a Non-Resident then the default parameters for the module you are working with will be set for both Residents and Non-Residents (and both Resident and Non-Resident Fees will display in WebTrac).
Keep in mind these are default values only and are used to expedite the loading of RecTrac screens during processing functions. The household you select can be a bona-fide household in your database or a "dummy" household created specifically for this purpose. Selecting a bona-fide household will have no operational impact on it. You can use the same household in every Model Household field if desired or you can select different households.
Note: In the event you change the household selected in this field VSI recommends going to Scheduled Events Management and running the Search Index Build Event manually. The program will immediately rebuild Search Indexes based off the settings of the new household you have selected. In the standard VSI Design Scheduled Events Management is located under Management Ribbon • System Management • Misc Management Group. Your Design and setup may vary.
Model Household for POS Service Items (Uses Primary Member) (SAProfileDetails_ModelHouseholdPSS)
Select the Household(s) you wish to use as the Model Household" for this Module. Multiple selection is allowed. This is a Mandatory field for the default VSI RecTrac Design. Your Design and setup may vary.
Model Households are used to set default search and display parameters in RecTrac for programs such as the SuperGrid and Global Sales in order to increase processing speed when entering a specific Module or switching between them. Once a Model Household (or Households) is selected the system will base search and display parameters off the Category and Fee Code settings of the Primary Person in the Household(s). The Model Household is also used to display prices in WebTrac.
For Example: If the Primary Person in the household you select is linked to a Non-Resident Fee Code and you have search/display parameters based on Residency then the default parameters for the module you are working with will be set for Non-Residents (and Non-Resident Fees will display in WebTrac). If you have two (2) households selected and the Primary Person in one household is a Resident and the Primary Person in the other household is a Non-Resident then the default parameters for the module you are working with will be set for both Residents and Non-Residents (and both Resident and Non-Resident Fees will display in WebTrac).
Keep in mind these are default values only and are used to expedite the loading of RecTrac screens during processing functions. The household you select can be a bona-fide household in your database or a "dummy" household created specifically for this purpose. Selecting a bona-fide household will have no operational impact on it. You can use the same household in every Model Household field if desired or you can select different households.
Note: In the event you change the household selected in this field VSI recommends going to Scheduled Events Management and running the Search Index Build Event manually. The program will immediately rebuild Search Indexes based off the settings of the new household you have selected. In the standard VSI Design Scheduled Events Management is located under Management Ribbon • System Management • Misc Management Group. Your Design and setup may vary.
Model Household for POS Inventory (Uses Primary Member) (SAProfileDetails_ModelHouseholdPSI)
Select the Household(s) you wish to use as the Model Household" for this Module. Multiple selection is allowed. This is a Mandatory field for the default VSI RecTrac Design. Your Design and setup may vary.
Model Households are used to set default search and display parameters in RecTrac for programs such as the SuperGrid and Global Sales in order to increase processing speed when entering a specific Module or switching between them. Once a Model Household (or Households) is selected the system will base search and display parameters off the Category and Fee Code settings of the Primary Person in the Household(s). The Model Household is also used to display prices in WebTrac.
For Example: If the Primary Person in the household you select is linked to a Non-Resident Fee Code and you have search/display parameters based on Residency then the default parameters for the module you are working with will be set for Non-Residents (and Non-Resident Fees will display in WebTrac). If you have two (2) households selected and the Primary Person in one household is a Resident and the Primary Person in the other household is a Non-Resident then the default parameters for the module you are working with will be set for both Residents and Non-Residents (and both Resident and Non-Resident Fees will display in WebTrac).
Keep in mind these are default values only and are used to expedite the loading of RecTrac screens during processing functions. The household you select can be a bona-fide household in your database or a "dummy" household created specifically for this purpose. Selecting a bona-fide household will have no operational impact on it. You can use the same household in every Model Household field if desired or you can select different households.
Note: In the event you change the household selected in this field VSI recommends going to Scheduled Events Management and running the Search Index Build Event manually. The program will immediately rebuild Search Indexes based off the settings of the new household you have selected. In the standard VSI Design Scheduled Events Management is located under Management Ribbon • System Management • Misc Management Group. Your Design and setup may vary.
Model Household for POS Tickets (Uses Primary Member) (SAProfileDetails_ModelHouseholdPST)
Select the Household(s) you wish to use as the Model Household" for this Module. Multiple selection is allowed. This is a Mandatory field for the default VSI RecTrac Design. Your Design and setup may vary.
Model Households are used to set default search and display parameters in RecTrac for programs such as the SuperGrid and Global Sales in order to increase processing speed when entering a specific Module or switching between them. Once a Model Household (or Households) is selected the system will base search and display parameters off the Category and Fee Code settings of the Primary Person in the Household(s). The Model Household is also used to display prices in WebTrac.
For Example: If the Primary Person in the household you select is linked to a Non-Resident Fee Code and you have search/display parameters based on Residency then the default parameters for the module you are working with will be set for Non-Residents (and Non-Resident Fees will display in WebTrac). If you have two (2) households selected and the Primary Person in one household is a Resident and the Primary Person in the other household is a Non-Resident then the default parameters for the module you are working with will be set for both Residents and Non-Residents (and both Resident and Non-Resident Fees will display in WebTrac).
Keep in mind these are default values only and are used to expedite the loading of RecTrac screens during processing functions. The household you select can be a bona-fide household in your database or a "dummy" household created specifically for this purpose. Selecting a bona-fide household will have no operational impact on it. You can use the same household in every Model Household field if desired or you can select different households.
Note: In the event you change the household selected in this field VSI recommends going to Scheduled Events Management and running the Search Index Build Event manually. The program will immediately rebuild Search Indexes based off the settings of the new household you have selected. In the standard VSI Design Scheduled Events Management is located under Management Ribbon • System Management • Misc Management Group. Your Design and setup may vary.
Model Household for Rental (Uses Primary Member) (SAProfileDetails_ModelHouseholdRN)
Select the Household(s) you wish to use as the Model Household" for this Module. Multiple selection is allowed. This is a Mandatory field for the default VSI RecTrac Design. Your Design and setup may vary.
Model Households are used to set default search and display parameters in RecTrac for programs such as the SuperGrid and Global Sales in order to increase processing speed when entering a specific Module or switching between them. Once a Model Household (or Households) is selected the system will base search and display parameters off the Category and Fee Code settings of the Primary Person in the Household(s). The Model Household is also used to display prices in WebTrac.
For Example: If the Primary Person in the household you select is linked to a Non-Resident Fee Code and you have search/display parameters based on Residency then the default parameters for the module you are working with will be set for Non-Residents (and Non-Resident Fees will display in WebTrac). If you have two (2) households selected and the Primary Person in one household is a Resident and the Primary Person in the other household is a Non-Resident then the default parameters for the module you are working with will be set for both Residents and Non-Residents (and both Resident and Non-Resident Fees will display in WebTrac).
Keep in mind these are default values only and are used to expedite the loading of RecTrac screens during processing functions. The household you select can be a bona-fide household in your database or a "dummy" household created specifically for this purpose. Selecting a bona-fide household will have no operational impact on it. You can use the same household in every Model Household field if desired or you can select different households.
Note: In the event you change the household selected in this field VSI recommends going to Scheduled Events Management and running the Search Index Build Event manually. The program will immediately rebuild Search Indexes based off the settings of the new household you have selected. In the standard VSI Design Scheduled Events Management is located under Management Ribbon • System Management • Misc Management Group. Your Design and setup may vary.
Model Household for League (Uses Primary Member) (SAProfileDetails_ModelHouseholdLS)
Select the Household(s) you wish to use as the Model Household" for this Module. Multiple selection is allowed. This is a Mandatory field for the default VSI RecTrac Design. Your Design and setup may vary.
Model Households are used to set default search and display parameters in RecTrac for programs such as the SuperGrid and Global Sales in order to increase processing speed when entering a specific Module or switching between them. Once a Model Household (or Households) is selected the system will base search and display parameters off the Category and Fee Code settings of the Primary Person in the Household(s). The Model Household is also used to display prices in WebTrac.
For Example: If the Primary Person in the household you select is linked to a Non-Resident Fee Code and you have search/display parameters based on Residency then the default parameters for the module you are working with will be set for Non-Residents (and Non-Resident Fees will display in WebTrac). If you have two (2) households selected and the Primary Person in one household is a Resident and the Primary Person in the other household is a Non-Resident then the default parameters for the module you are working with will be set for both Residents and Non-Residents (and both Resident and Non-Resident Fees will display in WebTrac).
Keep in mind these are default values only and are used to expedite the loading of RecTrac screens during processing functions. The household you select can be a bona-fide household in your database or a "dummy" household created specifically for this purpose. Selecting a bona-fide household will have no operational impact on it. You can use the same household in every Model Household field if desired or you can select different households.
Note: In the event you change the household selected in this field VSI recommends going to Scheduled Events Management and running the Search Index Build Event manually. The program will immediately rebuild Search Indexes based off the settings of the new household you have selected. In the standard VSI Design Scheduled Events Management is located under Management Ribbon • System Management • Misc Management Group. Your Design and setup may vary.
Pass Per Model Household for Golf (SAProfileDetails_ModelHouseholdPassGR)
This field is applicable only if you use the Golf Module and only if you wish to have WebTrac display the different Fees you charge for a round of golf based on criteria such as but not limited to: membership status residency status time of day day of week etc….
Click the Combo Box to select the Pass Code(s) which equate to the Fee you charge for a round of golf. The order in which you list the Pass Codes left to right are the order in which the Fees will be displayed in WebTrac left to right.
THEN
Go to the Model Household for Golf (Uses Primary Member) field above and select a number of Households that is equal to the number of Pass Codes you have listed here. Additionally the Households you select must be the same order as the Pass Codes you select here. For Example: You want to list Daily Resident Greens Fees Daily Non-Resident Greens and Member Greens Fees in WebTrac. You populate this field with three (3) Pass Codes: your Daily Resident Greens Fee Pass Code your Daily Non-Resident Greens Fee Pass Code and your Member Pass Code. You must go to Model Household for Golf (Uses Primary Member) above and select three (3) different Households and they must be in the same order that your Pass Codes are listed.
Additional setup is required. Refer to: Listing Greens Fees in WebTrac for further information.
Note: If you are listing Membership Pass Codes in the Pass per Model Household for Golf field then VSI recommends linking a Model Household whose Primary Person has an active pass for that Pass Code for best results. Using the example above the 3rd Pass Code listed is your Membership Pass. The first two households you list would be a Resident Household and a Non-Resident Household because you listed Daily Resident and Daily Non-Resident Pass Codes. The Primary Person of the 3rd Household you list in this field should have an active pass for your Membership Pass Code. This is not a requirement but is considered a "best practice."
Optional Fields for Tee Times (SAProfileDetails_GRGuestInfo)
Optional Fields
Select the information fields you wish to have presented during a sale to the Daily/Global Household in RecTrac for the Module selected.
When processing a transaction to the Guest/Daily Household a screen will display with the fields selected here when putting an item into the shopping cart for the module. Information/data collected here will be available in numerous reports for marketing/sales purposes if desired (RecConnect programs Demographics reports etc…). snippets/combobox_multi_select.html>
These fields are OPTIONAL. They can be skipped if desired.
For Example: For POS Service Items you select RecTrac Name and RecTrac Email Address. When processing a sale to the Daily/Guest Household in RecTrac and you select a POS Service Item into the Shopping Cart a screen will appear with fields for Name and Email Address. The clerk processing the transaction can then opt to enter the information before completing the sale or the clerk can skip the data entry.
Note: Information will be collected only when the Daily/Guest Household (i.e. the 999999999 household) is selected. Information will NOT be collect for the Internal Household unless the Internal Household and Daily/Guest Household are the same. Your Internal Household is defined in the Internal Household field.
Required Fields for Tee Times (SAProfileDetails_GRGuestInfoRequired)
Required Fields
Select the information fields you wish to have presented during a sale in RecTrac and/or WebTrac when processing a sale to the Guest/Daily Household for the module selected.
When processing a transaction to the Guest/Daily Household a screen will display with the fields selected here when selecting an item into the shopping cart for the module. Information/data collected here will be available in numerous reports for marketing/sales purposes if desired (RecConnect programs Demographics reports etc…). snippets/combobox_multi_select.html>
These fields will be REQUIRED. The clerk (in RecTrac) and the patron (in WebTrac) will NOT be allowed to continue without entering information into these fields.
For Example: For POS Service Items you select WebTrac Name and WebTrac Email Address. When processing a sale to the Daily/Guest Household in WebTrac and a POS Service Item is put into the Shopping Cart a screen will appear with fields for Name and Email Address. The patron using WebTrac will HAVE to enter information into those field before completing the sale.
- RecTrac <x> indicates the Information screen will "pop" during sales in RecTrac.
- WebTrac<x> indicates the Information screen will "pop" during sales in WebTrac.
Note: Information will be collected only when the Daily/Guest Household (i.e. the 999999999 household) is selected. Information will NOT be collect for the Internal Household unless the Internal Household and Daily/Guest Household are the same. Your Internal Household is defined in the Internal Household field.
Optional Fields for Ticket Sales (SAProfileDetails_PSTGuestInfo)
Optional Fields
Select the information fields you wish to have presented during a sale to the Daily/Global Household in RecTrac for the Module selected.
When processing a transaction to the Guest/Daily Household, a screen will display with the fields selected here when putting an item into the shopping cart for the module. Information/data collected here will be available in numerous reports for marketing/sales purposes, if desired (RecConnect programs, Demographics reports, etc…). snippets/combobox_multi_select.html>
These fields are OPTIONAL. They can be skipped, if desired.
For Example: For POS Service Items, you select RecTrac Name and RecTrac Email Address. When processing a sale to the Daily/Guest Household in RecTrac and you select a POS Service Item into the Shopping Cart, a screen will appear with fields for Name and Email Address. The clerk processing the transaction can then opt to enter the information before completing the sale or the clerk can skip the data entry.
Note: Information will be collected only when the Daily/Guest Household (i.e. the 999999999 household) is selected. Information will NOT be collect for the Internal Household unless the Internal Household and Daily/Guest Household are the same. Your Internal Household is defined in the Internal Household field.
Required Fields for Ticket Sales (SAProfileDetails_PSTGuestInfoRequired)
Required Fields
Select the information fields you wish to have presented during a sale in RecTrac and/or WebTrac when processing a sale to the Guest/Daily Household for the module selected.
When processing a transaction to the Guest/Daily Household a screen will display with the fields selected here when selecting an item into the shopping cart for the module. Information/data collected here will be available in numerous reports for marketing/sales purposes if desired (RecConnect programs Demographics reports etc…). snippets/combobox_multi_select.html>
These fields will be REQUIRED. The clerk (in RecTrac) and the patron (in WebTrac) will NOT be allowed to continue without entering information into these fields.
For Example: For POS Service Items you select WebTrac Name and WebTrac Email Address. When processing a sale to the Daily/Guest Household in WebTrac and a POS Service Item is put into the Shopping Cart a screen will appear with fields for Name and Email Address. The patron using WebTrac will HAVE to enter information into those field before completing the sale.
- RecTrac <x> indicates the Information screen will "pop" during sales in RecTrac.
- WebTrac<x> indicates the Information screen will "pop" during sales in WebTrac.
Note: Information will be collected only when the Daily/Guest Household (i.e. the 999999999 household) is selected. Information will NOT be collect for the Internal Household unless the Internal Household and Daily/Guest Household are the same. Your Internal Household is defined in the Internal Household field.
Optional Fields for Trip Sales (SAProfileDetails_TPGuestInfo)
Optional Fields
Select the information fields you wish to have presented during a sale to the Daily/Global Household in RecTrac for the Module selected.
When processing a transaction to the Guest/Daily Household, a screen will display with the fields selected here when putting an item into the shopping cart for the module. Information/data collected here will be available in numerous reports for marketing/sales purposes, if desired (RecConnect programs, Demographics reports, etc…). snippets/combobox_multi_select.html>
These fields are OPTIONAL. They can be skipped, if desired.
For Example: For POS Service Items, you select RecTrac Name and RecTrac Email Address. When processing a sale to the Daily/Guest Household in RecTrac and you select a POS Service Item into the Shopping Cart, a screen will appear with fields for Name and Email Address. The clerk processing the transaction can then opt to enter the information before completing the sale or the clerk can skip the data entry.
Note: Information will be collected only when the Daily/Guest Household (i.e. the 999999999 household) is selected. Information will NOT be collect for the Internal Household unless the Internal Household and Daily/Guest Household are the same. Your Internal Household is defined in the Internal Household field.
Required Fields for Trip Sales (SAProfileDetails_TPGuestInfoRequired)
Required Fields
Select the information fields you wish to have presented during a sale in RecTrac and/or WebTrac when processing a sale to the Guest/Daily Household for the module selected.
When processing a transaction to the Guest/Daily Household a screen will display with the fields selected here when selecting an item into the shopping cart for the module. Information/data collected here will be available in numerous reports for marketing/sales purposes if desired (RecConnect programs Demographics reports etc…). snippets/combobox_multi_select.html>
These fields will be REQUIRED. The clerk (in RecTrac) and the patron (in WebTrac) will NOT be allowed to continue without entering information into these fields.
For Example: For POS Service Items you select WebTrac Name and WebTrac Email Address. When processing a sale to the Daily/Guest Household in WebTrac and a POS Service Item is put into the Shopping Cart a screen will appear with fields for Name and Email Address. The patron using WebTrac will HAVE to enter information into those field before completing the sale.
- RecTrac <x> indicates the Information screen will "pop" during sales in RecTrac.
- WebTrac<x> indicates the Information screen will "pop" during sales in WebTrac.
Note: Information will be collected only when the Daily/Guest Household (i.e. the 999999999 household) is selected. Information will NOT be collect for the Internal Household unless the Internal Household and Daily/Guest Household are the same. Your Internal Household is defined in the Internal Household field.
Optional Fields for Court Reservations (SAProfileDetails_CRGuestInfo)
Optional Fields
Select the information fields you wish to have presented during a sale to the Daily/Global Household in RecTrac for the Module selected.
When processing a transaction to the Guest/Daily Household, a screen will display with the fields selected here when putting an item into the shopping cart for the module. Information/data collected here will be available in numerous reports for marketing/sales purposes, if desired (RecConnect programs, Demographics reports, etc…). snippets/combobox_multi_select.html>
These fields are OPTIONAL. They can be skipped, if desired.
For Example: For POS Service Items, you select RecTrac Name and RecTrac Email Address. When processing a sale to the Daily/Guest Household in RecTrac and you select a POS Service Item into the Shopping Cart, a screen will appear with fields for Name and Email Address. The clerk processing the transaction can then opt to enter the information before completing the sale or the clerk can skip the data entry.
Note: Information will be collected only when the Daily/Guest Household (i.e. the 999999999 household) is selected. Information will NOT be collect for the Internal Household unless the Internal Household and Daily/Guest Household are the same. Your Internal Household is defined in the Internal Household field.
Required Fields for Court Reservations (SAProfileDetails_CRGuestInfoRequired)
Required Fields
Select the information fields you wish to have presented during a sale in RecTrac and/or WebTrac when processing a sale to the Guest/Daily Household for the module selected.
When processing a transaction to the Guest/Daily Household a screen will display with the fields selected here when selecting an item into the shopping cart for the module. Information/data collected here will be available in numerous reports for marketing/sales purposes if desired (RecConnect programs Demographics reports etc…). snippets/combobox_multi_select.html>
These fields will be REQUIRED. The clerk (in RecTrac) and the patron (in WebTrac) will NOT be allowed to continue without entering information into these fields.
For Example: For POS Service Items you select WebTrac Name and WebTrac Email Address. When processing a sale to the Daily/Guest Household in WebTrac and a POS Service Item is put into the Shopping Cart a screen will appear with fields for Name and Email Address. The patron using WebTrac will HAVE to enter information into those field before completing the sale.
- RecTrac <x> indicates the Information screen will "pop" during sales in RecTrac.
- WebTrac<x> indicates the Information screen will "pop" during sales in WebTrac.
Note: Information will be collected only when the Daily/Guest Household (i.e. the 999999999 household) is selected. Information will NOT be collect for the Internal Household unless the Internal Household and Daily/Guest Household are the same. Your Internal Household is defined in the Internal Household field.
Optional Fields for Guest Visits (SAProfileDetails_PMVGuestInfo)
Optional Fields
Select the information fields you wish to have presented during a sale to the Daily/Global Household in RecTrac for the Module selected.
When processing a transaction to the Guest/Daily Household, a screen will display with the fields selected here when putting an item into the shopping cart for the module. Information/data collected here will be available in numerous reports for marketing/sales purposes, if desired (RecConnect programs, Demographics reports, etc…). snippets/combobox_multi_select.html>
These fields are OPTIONAL. They can be skipped, if desired.
For Example: For POS Service Items, you select RecTrac Name and RecTrac Email Address. When processing a sale to the Daily/Guest Household in RecTrac and you select a POS Service Item into the Shopping Cart, a screen will appear with fields for Name and Email Address. The clerk processing the transaction can then opt to enter the information before completing the sale or the clerk can skip the data entry.
Note: Information will be collected only when the Daily/Guest Household (i.e. the 999999999 household) is selected. Information will NOT be collect for the Internal Household unless the Internal Household and Daily/Guest Household are the same. Your Internal Household is defined in the Internal Household field.
Required Fields for Guest Visits (SAProfileDetails_PMVGuestInfoRequired)
Required Fields
Select the information fields you wish to have presented during a sale in RecTrac and/or WebTrac when processing a sale to the Guest/Daily Household for the module selected.
When processing a transaction to the Guest/Daily Household a screen will display with the fields selected here when selecting an item into the shopping cart for the module. Information/data collected here will be available in numerous reports for marketing/sales purposes if desired (RecConnect programs Demographics reports etc…). snippets/combobox_multi_select.html>
These fields will be REQUIRED. The clerk (in RecTrac) and the patron (in WebTrac) will NOT be allowed to continue without entering information into these fields.
For Example: For POS Service Items you select WebTrac Name and WebTrac Email Address. When processing a sale to the Daily/Guest Household in WebTrac and a POS Service Item is put into the Shopping Cart a screen will appear with fields for Name and Email Address. The patron using WebTrac will HAVE to enter information into those field before completing the sale.
- RecTrac <x> indicates the Information screen will "pop" during sales in RecTrac.
- WebTrac<x> indicates the Information screen will "pop" during sales in WebTrac.
Note: Information will be collected only when the Daily/Guest Household (i.e. the 999999999 household) is selected. Information will NOT be collect for the Internal Household unless the Internal Household and Daily/Guest Household are the same. Your Internal Household is defined in the Internal Household field.
Optional Fields for Activity Guest Visits (SAProfileDetails_ARVGuestInfo)
Optional Fields
Select the information fields you wish to have presented during a sale to the Daily/Global Household in RecTrac for the Module selected.
When processing a transaction to the Guest/Daily Household, a screen will display with the fields selected here when putting an item into the shopping cart for the module. Information/data collected here will be available in numerous reports for marketing/sales purposes, if desired (RecConnect programs, Demographics reports, etc…). snippets/combobox_multi_select.html>
These fields are OPTIONAL. They can be skipped, if desired.
For Example: For POS Service Items, you select RecTrac Name and RecTrac Email Address. When processing a sale to the Daily/Guest Household in RecTrac and you select a POS Service Item into the Shopping Cart, a screen will appear with fields for Name and Email Address. The clerk processing the transaction can then opt to enter the information before completing the sale or the clerk can skip the data entry.
Note: Information will be collected only when the Daily/Guest Household (i.e. the 999999999 household) is selected. Information will NOT be collect for the Internal Household unless the Internal Household and Daily/Guest Household are the same. Your Internal Household is defined in the Internal Household field.
Required Fields for Activity Guest Visits (SAProfileDetails_ARVGuestInfoRequired)
Required Fields
Select the information fields you wish to have presented during a sale in RecTrac and/or WebTrac when processing a sale to the Guest/Daily Household for the module selected.
When processing a transaction to the Guest/Daily Household a screen will display with the fields selected here when selecting an item into the shopping cart for the module. Information/data collected here will be available in numerous reports for marketing/sales purposes if desired (RecConnect programs Demographics reports etc…). snippets/combobox_multi_select.html>
These fields will be REQUIRED. The clerk (in RecTrac) and the patron (in WebTrac) will NOT be allowed to continue without entering information into these fields.
For Example: For POS Service Items you select WebTrac Name and WebTrac Email Address. When processing a sale to the Daily/Guest Household in WebTrac and a POS Service Item is put into the Shopping Cart a screen will appear with fields for Name and Email Address. The patron using WebTrac will HAVE to enter information into those field before completing the sale.
- RecTrac <x> indicates the Information screen will "pop" during sales in RecTrac.
- WebTrac<x> indicates the Information screen will "pop" during sales in WebTrac.
Note: Information will be collected only when the Daily/Guest Household (i.e. the 999999999 household) is selected. Information will NOT be collect for the Internal Household unless the Internal Household and Daily/Guest Household are the same. Your Internal Household is defined in the Internal Household field.
Optional Fields for Service Items (SAProfileDetails_PSSGuestInfo)
Optional Fields
Select the information fields you wish to have presented during a sale to the Daily/Global Household in RecTrac for the Module selected.
When processing a transaction to the Guest/Daily Household, a screen will display with the fields selected here when putting an item into the shopping cart for the module. Information/data collected here will be available in numerous reports for marketing/sales purposes, if desired (RecConnect programs, Demographics reports, etc…). snippets/combobox_multi_select.html>
These fields are OPTIONAL. They can be skipped, if desired.
For Example: For POS Service Items, you select RecTrac Name and RecTrac Email Address. When processing a sale to the Daily/Guest Household in RecTrac and you select a POS Service Item into the Shopping Cart, a screen will appear with fields for Name and Email Address. The clerk processing the transaction can then opt to enter the information before completing the sale or the clerk can skip the data entry.
Note: Information will be collected only when the Daily/Guest Household (i.e. the 999999999 household) is selected. Information will NOT be collect for the Internal Household unless the Internal Household and Daily/Guest Household are the same. Your Internal Household is defined in the Internal Household field.
Required Fields for Service Items (SAProfileDetails_PSSGuestInfoRequired)
Required Fields
Select the information fields you wish to have presented during a sale in RecTrac and/or WebTrac when processing a sale to the Guest/Daily Household for the module selected.
When processing a transaction to the Guest/Daily Household a screen will display with the fields selected here when selecting an item into the shopping cart for the module. Information/data collected here will be available in numerous reports for marketing/sales purposes if desired (RecConnect programs Demographics reports etc…). snippets/combobox_multi_select.html>
These fields will be REQUIRED. The clerk (in RecTrac) and the patron (in WebTrac) will NOT be allowed to continue without entering information into these fields.
For Example: For POS Service Items you select WebTrac Name and WebTrac Email Address. When processing a sale to the Daily/Guest Household in WebTrac and a POS Service Item is put into the Shopping Cart a screen will appear with fields for Name and Email Address. The patron using WebTrac will HAVE to enter information into those field before completing the sale.
- RecTrac <x> indicates the Information screen will "pop" during sales in RecTrac.
- WebTrac<x> indicates the Information screen will "pop" during sales in WebTrac.
Note: Information will be collected only when the Daily/Guest Household (i.e. the 999999999 household) is selected. Information will NOT be collect for the Internal Household unless the Internal Household and Daily/Guest Household are the same. Your Internal Household is defined in the Internal Household field.
Optional Fields for Inventory Items (SAProfileDetails_PSIGuestInfo)
Optional Fields
Select the information fields you wish to have presented during a sale to the Daily/Global Household in RecTrac for the Module selected.
When processing a transaction to the Guest/Daily Household, a screen will display with the fields selected here when putting an item into the shopping cart for the module. Information/data collected here will be available in numerous reports for marketing/sales purposes, if desired (RecConnect programs, Demographics reports, etc…). snippets/combobox_multi_select.html>
These fields are OPTIONAL. They can be skipped, if desired.
For Example: For POS Service Items, you select RecTrac Name and RecTrac Email Address. When processing a sale to the Daily/Guest Household in RecTrac and you select a POS Service Item into the Shopping Cart, a screen will appear with fields for Name and Email Address. The clerk processing the transaction can then opt to enter the information before completing the sale or the clerk can skip the data entry.
Note: Information will be collected only when the Daily/Guest Household (i.e. the 999999999 household) is selected. Information will NOT be collect for the Internal Household unless the Internal Household and Daily/Guest Household are the same. Your Internal Household is defined in the Internal Household field.
Required Fields for Inventory Items (SAProfileDetails_PSIGuestInfoRequired)
Required Fields
Select the information fields you wish to have presented during a sale in RecTrac and/or WebTrac when processing a sale to the Guest/Daily Household for the module selected.
When processing a transaction to the Guest/Daily Household a screen will display with the fields selected here when selecting an item into the shopping cart for the module. Information/data collected here will be available in numerous reports for marketing/sales purposes if desired (RecConnect programs Demographics reports etc…). snippets/combobox_multi_select.html>
These fields will be REQUIRED. The clerk (in RecTrac) and the patron (in WebTrac) will NOT be allowed to continue without entering information into these fields.
For Example: For POS Service Items you select WebTrac Name and WebTrac Email Address. When processing a sale to the Daily/Guest Household in WebTrac and a POS Service Item is put into the Shopping Cart a screen will appear with fields for Name and Email Address. The patron using WebTrac will HAVE to enter information into those field before completing the sale.
- RecTrac <x> indicates the Information screen will "pop" during sales in RecTrac.
- WebTrac<x> indicates the Information screen will "pop" during sales in WebTrac.
Note: Information will be collected only when the Daily/Guest Household (i.e. the 999999999 household) is selected. Information will NOT be collect for the Internal Household unless the Internal Household and Daily/Guest Household are the same. Your Internal Household is defined in the Internal Household field.
Optional Fields for Quick Rental Items (SAProfileDetails_RNGuestInfo)
Optional Fields
Select the information fields you wish to have presented during a sale to the Daily/Global Household in RecTrac for the Module selected.
When processing a transaction to the Guest/Daily Household, a screen will display with the fields selected here when putting an item into the shopping cart for the module. Information/data collected here will be available in numerous reports for marketing/sales purposes, if desired (RecConnect programs, Demographics reports, etc…). snippets/combobox_multi_select.html>
These fields are OPTIONAL. They can be skipped, if desired.
For Example: For POS Service Items, you select RecTrac Name and RecTrac Email Address. When processing a sale to the Daily/Guest Household in RecTrac and you select a POS Service Item into the Shopping Cart, a screen will appear with fields for Name and Email Address. The clerk processing the transaction can then opt to enter the information before completing the sale or the clerk can skip the data entry.
Note: Information will be collected only when the Daily/Guest Household (i.e. the 999999999 household) is selected. Information will NOT be collect for the Internal Household unless the Internal Household and Daily/Guest Household are the same. Your Internal Household is defined in the Internal Household field.
Required Fields for Quick Rental Items (SAProfileDetails_RNGuestInfoRequired)
Required Fields
Select the information fields you wish to have presented during a sale in RecTrac and/or WebTrac when processing a sale to the Guest/Daily Household for the module selected.
When processing a transaction to the Guest/Daily Household a screen will display with the fields selected here when selecting an item into the shopping cart for the module. Information/data collected here will be available in numerous reports for marketing/sales purposes if desired (RecConnect programs Demographics reports etc…). snippets/combobox_multi_select.html>
These fields will be REQUIRED. The clerk (in RecTrac) and the patron (in WebTrac) will NOT be allowed to continue without entering information into these fields.
For Example: For POS Service Items you select WebTrac Name and WebTrac Email Address. When processing a sale to the Daily/Guest Household in WebTrac and a POS Service Item is put into the Shopping Cart a screen will appear with fields for Name and Email Address. The patron using WebTrac will HAVE to enter information into those field before completing the sale.
- RecTrac <x> indicates the Information screen will "pop" during sales in RecTrac.
- WebTrac<x> indicates the Information screen will "pop" during sales in WebTrac.
Note: Information will be collected only when the Daily/Guest Household (i.e. the 999999999 household) is selected. Information will NOT be collect for the Internal Household unless the Internal Household and Daily/Guest Household are the same. Your Internal Household is defined in the Internal Household field.
Allow Non Member Reservations For Court? (SAProfileDetails_AllowCourtNonMemberReservations)
Select this option to allow Court reservations for any Family Member in your database as opposed to only those Family Members with a valid pass membership. When this option is selected and you perform a Name Lookup to reserve a court, all Active Family Members in your database are available.
When this option is de-selected and you perform a Name Lookup to reserve a court, only those Family Members with an Active Pass are available.
DeleteAuto Create Visits During Court CheckIn? (SAProfileDetails_CourtAutoCreateVisits)
Select this option to create a Visit on a Member's pass upon check-in to a Court Reservaton. When this option is selected, you will see a visit record added to the Shopping Cart" when the member checks in.
Leave this option de-selected to skip the creation of a Visit upon check-in to a Court reservation.
DeleteGlobal Sales Screen Super Grid Profiles (SAProfileDetails_SuperGridProfiles)
Select the SuperGrid profile(s) you wish to link to this Daily Processing profile if any. Multiple selection is allowed. The SuperGrid profile(s) you select sets the SuperGrid parameters (primary SuperGrid search view etc.) for users linked to this profile when they enter the SuperGrid from Global Sales.
If opting to link multiple profiles then the order in which you select profiles this field first to last is the order in which they will appear as options in the Profile Drop-down list top to bottom on your SuperGrid. For Example: This field contains "RN SuperGrid FR SuperGrid PT SuperGrid" in that order. When in SuperGrid Processing the options (top to bottom) on the Profile field will be RN SuperGrid FR SuperGrid and PT SuperGrid.
Note: SuperGrid profiles are NOT linked in Profile Hierarchy. Rather they are linked in the fields provided here.
See Also: Topic Doc - RecTrac SuperGrid Processing.
DeleteGlobal Sales Screen Read Only Super Grid Profiles (SAProfileDetails_SuperGridReadOnlyProfiles)
Select the SuperGrid profile(s) you wish to link to this Daily Processing profile if any. Multiple selection is allowed. The SuperGrid profile you select sets the SuperGrid parameters (primary SuperGrid search view etc.) for users linked to this profile when they enter the SuperGrid from Global Sales.
SuperGrids linked here are accessible in Read Only Mode meaning no processing changes can take place.
If opting to link multiple profiles then the order in which you select profiles this field first to last is the order in which they will appear as options in the Profile Drop-down list top to bottom on your SuperGrid. For Example: This field contains "RN SuperGrid FR SuperGrid PT SuperGrid" in that order. When in SuperGrid Processing the options (top to bottom) on the Profile field will be RN SuperGrid FR SuperGrid and PT SuperGrid.
Note: SuperGrid profiles are NOT linked in Profile Hierarchy. Rather they are linked in the fields provided here.
See Also: Topic Doc - RecTrac SuperGrid Processing.
DeleteSuperGrid Screen Super Grid Profiles (SAProfileDetails_SuperGridScreenProfiles)
Select the SuperGrid profile(s) you wish to link to this Daily Processing profile if any. Multiple selection is allowed. The SuperGrid profile(s) you select sets the SuperGrid parameters (primary SuperGrid search view etc.) for users linked to this profile when they enter the SuperGrid from a button or menu item.
If opting to link multiple profiles then the order in which you select profiles this field first to last is the order in which they will appear as options in the Profile Drop-down list top to bottom on your SuperGrid. For Example: This field contains "RN SuperGrid FR SuperGrid PT SuperGrid" in that order. When in SuperGrid Processing the options (top to bottom) on the Profile field will be RN SuperGrid FR SuperGrid and PT SuperGrid.
Note: SuperGrid profiles are NOT linked in Profile Hierarchy. Rather they are linked in the fields provided here.
See Also: Topic Doc - RecTrac SuperGrid Processing.
DeleteSuperGrid Screen Read Only Super Grid Profiles (SAProfileDetails_SuperGridScreenReadOnlyProfiles)
Select the SuperGrid profile(s) you wish to link to this Daily Processing profile if any. Multiple selection is allowed. The SuperGrid profile you select sets the SuperGrid parameters (primary SuperGrid search view etc.) for users linked to this profile when they enter the SuperGrid from a button or menu item.
SuperGrids linked here are accessible in Read Only Mode meaning no processing changes can take place.
If opting to link multiple profiles then the order in which you select profiles this field first to last is the order in which they will appear as options in the Profile Drop-down list top to bottom on your SuperGrid. For Example: This field contains "RN SuperGrid FR SuperGrid PT SuperGrid" in that order. When in SuperGrid Processing the options (top to bottom) on the Profile field will be RN SuperGrid FR SuperGrid and PT SuperGrid.
Note: SuperGrid profiles are NOT linked in Profile Hierarchy. Rather they are linked in the fields provided here.
See Also: Topic Doc - RecTrac SuperGrid Processing.
DeleteDisplay Ticklers? (SaProfileDetails_SuperGridTicklers)
This field is applicable for the Court SuperGrid only.
Select this option to have Household Ticklers display on the Court Booking screen when making Court Reservations on the SuperGrid. When filling out your slots and you select a Member the system will display the Household Ticker for that member if one exists. Additionally the system will place a Household Ticklers button on the slot for that member.
De-select this option if you do not want Household Ticklers to display when booking Court Slots on the SuperGrid.
DeleteActivity (SAProfileDetails_AnswersFromHistoryAR)
Select this option to have the system save a patron's answers to Questions linked to items in this Module. In the event that patron purchases the item to which the Question is linked again in the future, you will be prompted to reuse the answers. At that point, you can choose to use the same answers (Select Answers or to enter new ones (No Answers).
This functionality works on an item-by-item basis, module-to-module, so a Question with saved answers in Activity will prompt only if you use the same Questions for different Activities/Sections and only in the Activity Module.
To allow saved answers to be used for this Module, go to the Question you have linked and select the Include in Answers from History option.
Notes:
- The Question and Answer Inquiry program allows you to view Answers to Questions provided you are storing Answer History.
- If you select the Include Answer from History option for Questions that are ALREADY linked in File Management then you will have to go to the Item(s) themselves in File Management to select the option. Selecting this option from Question Text Update does NOT impact Questions that are already linked.
Facility (SAProfileDetails_AnswersFromHistoryFR)
Select this option to have the system save a patron's answers to Questions linked to items in this Module. In the event that patron purchases the item to which the Question is linked again in the future, you will be prompted to reuse the answers. At that point, you can choose to use the same answers (Select Answers or to enter new ones (No Answers).
This functionality works on an item-by-item basis, module-to-module, so a Question with saved answers in Activity will prompt only if you use the same Questions for different Activities/Sections and only in the Activity Module.
To allow saved answers to be used for this Module, go to the Question you have linked and select the Include in Answers from History option.
Notes:
- The Question and Answer Inquiry program allows you to view Answers to Questions provided you are storing Answer History.
- If you select the Include Answer from History option for Questions that are ALREADY linked in File Management then you will have to go to the Item(s) themselves in File Management to select the option. Selecting this option from Question Text Update does NOT impact Questions that are already linked.
Pass (SAProfileDetails_AnswersFromHistoryPM)
Select this option to have the system save a patron's answers to Questions linked to items in this Module. In the event that patron purchases the item to which the Question is linked again in the future, you will be prompted to reuse the answers. At that point, you can choose to use the same answers (Select Answers or to enter new ones (No Answers).
This functionality works on an item-by-item basis, module-to-module, so a Question with saved answers in Activity will prompt only if you use the same Questions for different Activities/Sections and only in the Activity Module.
To allow saved answers to be used for this Module, go to the Question you have linked and select the Include in Answers from History option.
Notes:
- The Question and Answer Inquiry program allows you to view Answers to Questions provided you are storing Answer History.
- If you select the Include Answer from History option for Questions that are ALREADY linked in File Management then you will have to go to the Item(s) themselves in File Management to select the option. Selecting this option from Question Text Update does NOT impact Questions that are already linked.
Golf (SAProfileDetails_AnswersFromHistoryGR)
Select this option to have the system save a patron's answers to Questions linked to items in this Module. In the event that patron purchases the item to which the Question is linked again in the future, you will be prompted to reuse the answers. At that point, you can choose to use the same answers (Select Answers or to enter new ones (No Answers).
This functionality works on an item-by-item basis, module-to-module, so a Question with saved answers in Activity will prompt only if you use the same Questions for different Activities/Sections and only in the Activity Module.
To allow saved answers to be used for this Module, go to the Question you have linked and select the Include in Answers from History option.
Notes:
- The Question and Answer Inquiry program allows you to view Answers to Questions provided you are storing Answer History.
- If you select the Include Answer from History option for Questions that are ALREADY linked in File Management then you will have to go to the Item(s) themselves in File Management to select the option. Selecting this option from Question Text Update does NOT impact Questions that are already linked.
Delete
Locker (SAProfileDetails_AnswersFromHistoryLK)
Select this option to have the system save a patron's answers to Questions linked to items in this Module. In the event that patron purchases the item to which the Question is linked again in the future, you will be prompted to reuse the answers. At that point, you can choose to use the same answers (Select Answers or to enter new ones (No Answers).
This functionality works on an item-by-item basis, module-to-module, so a Question with saved answers in Activity will prompt only if you use the same Questions for different Activities/Sections and only in the Activity Module.
To allow saved answers to be used for this Module, go to the Question you have linked and select the Include in Answers from History option.
Notes:
- The Question and Answer Inquiry program allows you to view Answers to Questions provided you are storing Answer History.
- If you select the Include Answer from History option for Questions that are ALREADY linked in File Management then you will have to go to the Item(s) themselves in File Management to select the option. Selecting this option from Question Text Update does NOT impact Questions that are already linked.
Trip (SAProfileDetails_AnswersFromHistoryTP)
Select this option to have the system save a patron's answers to Questions linked to items in this Module. In the event that patron purchases the item to which the Question is linked again in the future, you will be prompted to reuse the answers. At that point, you can choose to use the same answers (Select Answers or to enter new ones (No Answers).
This functionality works on an item-by-item basis, module-to-module, so a Question with saved answers in Activity will prompt only if you use the same Questions for different Activities/Sections and only in the Activity Module.
To allow saved answers to be used for this Module, go to the Question you have linked and select the Include in Answers from History option.
Notes:
- The Question and Answer Inquiry program allows you to view Answers to Questions provided you are storing Answer History.
- If you select the Include Answer from History option for Questions that are ALREADY linked in File Management then you will have to go to the Item(s) themselves in File Management to select the option. Selecting this option from Question Text Update does NOT impact Questions that are already linked.
Personal Trainer (SAProfileDetails_AnswersFromHistoryPT)
Select this option to have the system save a patron's answers to Questions linked to items in this Module. In the event that patron purchases the item to which the Question is linked again in the future, you will be prompted to reuse the answers. At that point, you can choose to use the same answers (Select Answers or to enter new ones (No Answers).
This functionality works on an item-by-item basis, module-to-module, so a Question with saved answers in Activity will prompt only if you use the same Questions for different Activities/Sections and only in the Activity Module.
To allow saved answers to be used for this Module, go to the Question you have linked and select the Include in Answers from History option.
Notes:
- The Question and Answer Inquiry program allows you to view Answers to Questions provided you are storing Answer History.
- If you select the Include Answer from History option for Questions that are ALREADY linked in File Management then you will have to go to the Item(s) themselves in File Management to select the option. Selecting this option from Question Text Update does NOT impact Questions that are already linked.
POS Service Items (SAProfileDetails_AnswersFromHistoryPSS)
Select this option to have the system save a patron's answers to Questions linked to items in this Module. In the event that patron purchases the item to which the Question is linked again in the future, you will be prompted to reuse the answers. At that point, you can choose to use the same answers (Select Answers or to enter new ones (No Answers).
This functionality works on an item-by-item basis, module-to-module, so a Question with saved answers in Activity will prompt only if you use the same Questions for different Activities/Sections and only in the Activity Module.
To allow saved answers to be used for this Module, go to the Question you have linked and select the Include in Answers from History option.
Notes:
- The Question and Answer Inquiry program allows you to view Answers to Questions provided you are storing Answer History.
- If you select the Include Answer from History option for Questions that are ALREADY linked in File Management then you will have to go to the Item(s) themselves in File Management to select the option. Selecting this option from Question Text Update does NOT impact Questions that are already linked.
POS Inventory (SAProfileDetails_AnswersFromHistoryPSI)
Select this option to have the system save a patron's answers to Questions linked to items in this Module. In the event that patron purchases the item to which the Question is linked again in the future, you will be prompted to reuse the answers. At that point, you can choose to use the same answers (Select Answers or to enter new ones (No Answers).
This functionality works on an item-by-item basis, module-to-module, so a Question with saved answers in Activity will prompt only if you use the same Questions for different Activities/Sections and only in the Activity Module.
To allow saved answers to be used for this Module, go to the Question you have linked and select the Include in Answers from History option.
Notes:
- The Question and Answer Inquiry program allows you to view Answers to Questions provided you are storing Answer History.
- If you select the Include Answer from History option for Questions that are ALREADY linked in File Management then you will have to go to the Item(s) themselves in File Management to select the option. Selecting this option from Question Text Update does NOT impact Questions that are already linked.
POS Tickets (SAProfileDetails_AnswersFromHistoryPST)
Select this option to have the system save a patron's answers to Questions linked to items in this Module. In the event that patron purchases the item to which the Question is linked again in the future, you will be prompted to reuse the answers. At that point, you can choose to use the same answers (Select Answers or to enter new ones (No Answers).
This functionality works on an item-by-item basis, module-to-module, so a Question with saved answers in Activity will prompt only if you use the same Questions for different Activities/Sections and only in the Activity Module.
To allow saved answers to be used for this Module, go to the Question you have linked and select the Include in Answers from History option.
Notes:
- The Question and Answer Inquiry program allows you to view Answers to Questions provided you are storing Answer History.
- If you select the Include Answer from History option for Questions that are ALREADY linked in File Management then you will have to go to the Item(s) themselves in File Management to select the option. Selecting this option from Question Text Update does NOT impact Questions that are already linked.
Rentals (SAProfileDetails_AnswersFromHistoryRN)
Select this option to have the system save a patron's answers to Questions linked to items in this Module. In the event that patron purchases the item to which the Question is linked again in the future, you will be prompted to reuse the answers. At that point, you can choose to use the same answers (Select Answers or to enter new ones (No Answers).
This functionality works on an item-by-item basis, module-to-module, so a Question with saved answers in Activity will prompt only if you use the same Questions for different Activities/Sections and only in the Activity Module.
To allow saved answers to be used for this Module, go to the Question you have linked and select the Include in Answers from History option.
Notes:
- The Question and Answer Inquiry program allows you to view Answers to Questions provided you are storing Answer History.
- If you select the Include Answer from History option for Questions that are ALREADY linked in File Management then you will have to go to the Item(s) themselves in File Management to select the option. Selecting this option from Question Text Update does NOT impact Questions that are already linked.
League (SAProfileDetails_AnswersFromHistoryLS)
Select this option to have the system save a patron's answers to Questions linked to items in this Module. In the event that patron purchases the item to which the Question is linked again in the future, you will be prompted to reuse the answers. At that point, you can choose to use the same answers (Select Answers or to enter new ones (No Answers).
This functionality works on an item-by-item basis, module-to-module, so a Question with saved answers in Activity will prompt only if you use the same Questions for different Activities/Sections and only in the Activity Module.
To allow saved answers to be used for this Module, go to the Question you have linked and select the Include in Answers from History option.
Notes:
- The Question and Answer Inquiry program allows you to view Answers to Questions provided you are storing Answer History.
- If you select the Include Answer from History option for Questions that are ALREADY linked in File Management then you will have to go to the Item(s) themselves in File Management to select the option. Selecting this option from Question Text Update does NOT impact Questions that are already linked.
Display Fee Prompt Copy Toggle for these Modules (SAProfileDetails_CopyFeeModules)
Select the Module(s) for which you want a Copy prompt for Fees to display. For the Module(s) selected, a Copy Fees option will be displayed when selecting individual items into the Shopping Cart, thus allowing you to copy fees from one item to the next as they are added. The option will display only for the Modules you select.
Leave this option at its default setting if you do not want to use the Copy Fees option in any Module.
DeleteDisplay Question Prompt Copy Toggle for these Modules (SAProfileDetails_CopyQuestionModules)
Select the Module(s) for which you want a Copy prompt for Answers to display. For the Module(s) selected, a Copy Answers option will be displayed when selecting individual items into the Shopping Card, thus allowing you to copy Question Answers from one item to the next as they are added. The option will display only for the Modules you select.
Leave this option at its default setting if you do not want to use the Copy Questions/Answers option in any Module.
DeleteDisplay Rule Prompt Copy Toggle for these Modules (SAProfileDetails_CopyRuleModules)
Select the Module(s) for which you want a Copy prompt for Rules to display. For the Module(s) selected, a Copy Rules option will be displayed when selecting individual items into the Shopping Card, thus allowing you to copy rules from one item to the next as they are added. The option will display only for the Modules you select.
Leave this option at its default setting if you do not want to use the Copy Rules option in any Module.
DeleteDisplay Tickler Prompt Copy Toggle for these Modules (SAProfileDetails_CopyTicklerModules)
Select the Module(s) for which you want a Hide Ticklers prompt display. For the Module(s) selected, a Hide Ticklers option will be displayed when selecting individual items into the Shopping Card, thus allowing you to skip item ticklers on the next items as they are added to the cart. The option will display only for the Modules you select.
Leave this option at its default setting if you do not want to use the Hide Ticklers option in any Module.
DeleteRain Check Option (SAProfileDetails_RainCheckOption)
Select your Rain Check Option. Your setting in this field determines how revenue is tracked when you issue a Rain Check.
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Keep Sale/Revenue and Offset- Revenue from the Tee Time is kept and an offset Service Item record is created for the amount of the tee time as well as other Service Items you choose to reverse."
- Select a Rain Check Offset Service Item and then enter any additional Rain Check Service Items as needed.
-
Deduct Sale/Revenue- Greens Fees and other Service Items are reversed (negative quantity sale) to produce a refund for the customer.
- Enter any additional Rain Check Service Items as needed.
Note: Additional set up is required. Refer to Rain Check Processing for step-by-step instruction if needed.
Rain Check Offset Service Item (SAProfileDetails_RainCheckOffset)
This field is applicable only if your Rain Check Option is "Keep Sale/Revenue and Offset."
Select the Service Item you wish to use to record offsets created as a result of issuing a Rain Check.
Note: Additional set up is required. Refer to Rain Check Processing for step-by-step instruction if needed.
Rain Check Prorate Option (SAProfileDetails_RainCheckProrateOption)
Select your Rain Check Prorate Option. Your setting in this field determines how much you will refund golfers when issuing a Rain Check.
- Do Not Prorate - Rain Check for Full Value - The Rain Check will be issued for the full amount the golfer paid.
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Rain Check for Full Value or Half Value - When processing a Rain Check, the clerk will have the option to issue the Rain Check for the full amount paid or for half the amount paid.
Note: This option assumes Greens Fees are for 18-Hole play. In the event your Greens Fees are for 9-Hole then this option is "Rain Check for Full Value or 0.00." The system will not refund half of a 9-Hole Greens Fee.
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Rain Check for Number of Holes Remaining - When processing a Rain Check the clerk will enter the number of holes a golfer played. The Rain Check will be issued for the percentage amount of the holes remaining. For Example: A golfer pays for 18 holes and plays 11 of them. The Rain Check will be issued for 38.88% of the Fees paid because seven holes remaining divided by 18 total holes = .3888888.
- If you select this option then you need to enter a comma-delimited list in the Rain Check Prorate Holes field that appears.
Note: Additional set up is required. Refer to Rain Check Processing for step-by-step instruction if needed.
Rain Check Prorate Holes (SAProfileDetails_RainCheckProrateHoles)
This field is applicable only if your Rain Check Prorate Option is "Prorate by Holes Remaining."
Enter a comma-delimited list in this field from zero (1) to 17. When issuing Rain Checks the list you enter here will be the options from which the clerk will chose when selecting how many holes a golfer played. For Example:
- Entering "0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17" would populate the list with numbers 0-17 thus allowing the clerk to select the exact number of holes played.
- Entering "0 3 6 9 12 15 17" would allow the clerk to select no holes through 17 played rounded to the nearest three (3) holes.
Note: Additional set up is required. Refer to Rain Check Processing for step-by-step instruction if needed.
Rain Check Gift Certificate (SAProfileDetails_RainCheckGiftCert)
Select a Gift Certificate Service Item. Rain Checks are issued as Gift Certificates. When you process a Rain Check, a Gift Certificate of the type you select here will be issued to the golfer.
Note: Additional set up is required. Refer to Rain Check Processing for step-by-step instruction if needed.
Rain Check Service Items (SAProfileDetails_RainCheckServiceItems)
Select the Service Item(s) for which you wish to issue Rain Checks. When processing Rain Checks, a picklist will appear allowing the clerk to select the applicable Service Item(s). At a minimum, this list should contain your applicable Greens Fee Service Items. You may opt to include other items as well. For Example: If you allow Rain Checks for Golf Cart Fees, then you would want to include your Golf Cart Service Item(s) in this list as well.
Note: Additional set up is required. Refer to Rain Check Processing for step-by-step instruction if needed.
Allergies (SAProfileDetails_DisplayAllergyInformation)
This field is applicable only if you are tracking allergies for members.
Select the module(s) for which you want the system to prompt in the event an allergy code exists for the member selected and that record is within its review days or past it.
When an item is added to the Shopping Cart for any module selected here the system will check the Allergies DataGrid for the family member. If a record is listed and if that record is within its review days or past it then the system will provide a prompt detailing the Allergy code and its review date.
This feature provides a prompt only. It does not stop you from completing the transaction.
Allergy codes are maintained in MedicalCode Management and linked to family members in Person Update.
Note: In Medical Code Update there is a field to Display on Swipe In. When selected for a particular code the system provides a prompt every time someone with the code linked swipes in to a facility.
The purpose of this is for scenarios such as rescue medication. For example some people have rescue medication that either must be carried at all times or stored in the facility such as an EpiPen. This medication could be required in a life-threatening health emergency. The staff at the facility needs to confirm this medication is present and is not expired when the person is admitted to the building.
If you're using the Display on Swipe In option for any allergy codes then be sure to select "Visits" in this Combo Box.
Basic Care (SAProfileDetails_DisplayBasicCareInformation)
This field is applicable only if you are tracking basic care for members.
Select the module(s) for which you want the system to prompt in the event a basic care code exists for the member selected and that record is within its review days or past it.
When an item is added to the Shopping Cart for any module selected here the system will check the Basic Care DataGrid for the family member. If a record is listed and if that record is within its review days or past it then the system will provide a prompt detailing the Basic Care code and its review date.
This feature provides a prompt only. It does not stop you from completing the transaction.
Basic Care codes are maintained in MedicalCode Management and linked to family members in Person Update.
Note: In Medical Code Update there is a field to Display on Swipe In. When selected for a particular code the system provides a prompt every time someone with the code linked swipes in to a facility.
The purpose of this is for scenarios such as rescue medication. For example some people have rescue medication that either must be carried at all times or stored in the facility such as an EpiPen. This medication could be required in a life-threatening health emergency. The staff at the facility needs to confirm this medication is present and is not expired when the person is admitted to the building.
If you're using the Display on Swipe In option for any basic care codes then be sure to select "Visits" in this Combo Box.
Illnesses (SAProfileDetails_DisplayIllnessInformation)
This field is applicable only if you are tracking illnesses for members.
Select the module(s) for which you want the system to prompt in the event an illness record exists for the member selected and that record is within its review days or past it.
When an item is added to the Shopping Cart for any module selected here the system will check the Illnesses DataGrid for the family member. If a record is listed and if that illness is within its review days or past it then the system will provide a prompt detailing the Illness code and its review date.
This feature provides a prompt only. It does not stop you from completing the transaction.
Illness codes are maintained in MedicalCode Management and linked to family members in Person Update.
Note: In Medical Code Update there is a field to Display on Swipe In. When selected for a particular code the system provides a prompt every time someone with the code linked swipes in to a facility.
The purpose of this is for scenarios such as rescue medication. For example some people have rescue medication that either must be carried at all times or stored in the facility such as an EpiPen. This medication could be required in a life-threatening health emergency. The staff at the facility needs to confirm this medication is present and is not expired when the person is admitted to the building.
If you're using the Display on Swipe In option for any illness codes then be sure to select "Visits" in this Combo Box.
Medications (SAProfileDetails_DisplayMedicationInformation)
This field is applicable only if you are tracking medications for members.
Select the module(s) for which you want the system to prompt in the event a medication record exists for the member selected and that medication is within 30 days of its expiration date or past it.
When an item is added to the Shopping Cart for any module selected here the system will check the Medication DataGrid for the family member. If a medication record is listed and if that medication is within 30 days of its expiration date then the system will provide a prompt detailing the Medication code and its expiration date.
This feature provides a prompt only. It does not stop you from completing the transaction.
Medication codes are maintained in MedicalCode Management and linked to family members in Person Update.
Note: In Medical Code Update there is a field to Display on Swipe In. When selected for a particular code the system provides a prompt every time someone with the code linked swipes in to a facility.
The purpose of this is for scenarios such as rescue medication. For example some people have rescue medication that either must be carried at all times or stored in the facility such as an EpiPen. This medication could be required in a life-threatening health emergency. The staff at the facility needs to confirm this medication is present and is not expired when the person is admitted to the building.
If you're using the Display on Swipe In option for any medical codes then be sure to select "Visits" in this Combo Box.
Medical Conditions (SAProfileDetails_DisplayMedicalConditionInformation)
This field is applicable only if you are tracking medical conditions for members.
Select the module(s) for which you want the system to prompt in the event a medical condition exists for the member selected and that record is within its review days or past it.
When an item is added to the Shopping Cart for any module selected here the system will check the Medical Conditions DataGrid for the family member. If a record is listed and if that medical condition is within its review days or past it then the system will provide a prompt detailing the Medical Condition code and its review date.
This feature provides a prompt only. It does not stop you from completing the transaction.
Medical Condition codes are maintained in MedicalCode Management and linked to family members in Person Update.
Note: In Medical Code Update there is a field to Display on Swipe In. When selected for a particular code the system provides a prompt every time someone with the code linked swipes in to a facility.
The purpose of this is for scenarios such as rescue medication. For example some people have rescue medication that either must be carried at all times or stored in the facility such as an EpiPen. This medication could be required in a life-threatening health emergency. The staff at the facility needs to confirm this medication is present and is not expired when the person is admitted to the building.
If you're using the Display on Swipe In option for any medical condition codes then be sure to select "Visits" in this Combo Box.
Shots (SAProfileDetails_DisplayShotInformation)
This field is applicable only if you are tracking shot records on members.
Select the module(s) for which you want the system to prompt in the event shots are coming due (or are past due) for the member selected. Multiple selection is allowed.
When an item is added to the Shopping Cart for any module selected here the system will check the Shots DataGrid for the family member. If a shot is coming due (or is past due) then the system will provide a prompt detailing the shot code and its due date. In order for a shot record to prompt the shot must:
- Have a Due Date but not a Shot Date (a "completed date").
- Be within its Reminder Days window or be past due.
- Not be 'Waived.'
This feature provides a prompt only. It does not stop you from completing the transaction.
Shot codes are maintained in Shot Code Management and should be used in the event your Department tracks family members (typically children) who have and/or have not received selected shots and other immunizations. Shot codes are linked to family members in Person Update.
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