Where is the Pass Member Count program in RecTrac 3.1?
Problem
Where is the Pass Member Count program in RecTrac 3.1 and how often should it be run?
Solution
The Pass Member Count program is called the Pass Snap Shot Post and is located off the main Pass Management ribbon in the standard VSI design (Management Ribbon Pass Management Pass Snap Shot Post).
The Pass Snap Shot program calculates the number of pass memberships for each Pass Code and updates the pass membership status. The program compares the pass membership expiration date to the Posting Date (Additional Criteria group). If a pass's expiration date is less than the Posting Date, then the program changes the status of that to 'Expired.' Additional options allow you to suspend or revoke a member's pass in the event a balance is due.
Ideally this program should be run once and then Scheduled to run on a daily basis after that. VSI recommends scheduling this program to run sometime between midnight and whenever your facilities open. Its function is to record the number of active, expired, lost, revoked, suspended, future, and cancelled memberships you have for the current date and update the Pass status, if applicable. Use the 'i' and '?' Help icons for field definitions and other information, if needed.
Note: The PM Member Count Report (Pass Setup Report VSI - PM Member Count Report Output) provides an output of Pass statuses based on this program. VSI recommends Scheduling the PM Member Count Report to run on daily basis, approximately 15 minutes after the Pass Member Snap Shot program.