A Set is a collection of Fees or Rules or Questions tied together and linked as a package to help make RecTrac set up and maintenance easier. A Fee Set is comprised of Fees only, a Rule Set contains only Rules, and a Question Set is made up of only Questions. However, within a Set, multiple entities are allowed, so a a Fee Set can consist of multiple separate Fees, a Group (or Groups) of Fees or combinations of these options, and the same holds true for Rule Sets and Question Sets. Sets adhere to the basic principles of the rules/groups within them.
When creating a Set, you determine the Type (Fee/Rule/Question) and add individual items as needed. You then have the option of linking your Set as a Set or a Template.
See Also: RecTrac Fees for a detailed description of RecTrac Fees, set up information, and examples.
See Also: RecTrac Rules for a detailed description of RecTrac Rules, set up information, and examples.
See Also: RecTrac Questions for a full description RecTrac Questions, set up information, and examples.
SASETSMain_Tab1
Sets (SASETSMain_DataGrid)
The Set Management DataGrid lists all the Sets currently established in your system that you have permission to view. Scroll up/down to view the Rules codes or scroll left/right to view additional details.
DataGrid column sort options allow you to customize the view as desired. Click here for a full description of RecTrac DataGrids.
Buttons on the screen…
Click Create Set Link to link the Fee/Rule/Question Set to the item with which you're working.
This button is applicable only if entering this screen from places in RecTrac where you can link Fees; Rules; or Questons such as from a Module or a Category System Code etc….
Click Add to continue to the Sets Update screen to create a new Set.
Highlight/select an existing record and click Change to continue to the Set Update screen to edit the selected Set.
Highlight/select an existing record and click Delete to remove it from the database.
Highlight/select an existing record and click Clone to continue to the File Maintenance Clone program to clone the selected Set.
Click More • Export to continue to the File Maintenance Export screen where you can select records in the DataGrid to export. The export creates an XML file which can be viewed/saved from the Document Center.
The export/import process provides an easy way to move records between RecTrac databases if necessary.
Note: This program does not export linked tables so Fees/Rules/Questions do not get exported; this exports only the Management record itself.