1 - Contact Info
Total Miles of Trails (AQITYExport_TrailMileage)
How many total miles of trails does your agency operate and maintain?
If you do not have an exact figure, please provide your best estimate.DeleteOwned acres of Open Space (AQITYExport_OpenSpace_Owned)
How many total acres of open space are owned by your agency?
DeleteLeased acres of Open Space (AQITYExport_OpenSpace_Leased)
How many total acres of open space are leased by your agency?
Delete2 - Facility Usage
Golf (AQITYExport_Golf)
Check this box if your agency has one or more of the following:
- 9/18 Hole Golf Course
- Driving Range
- Mini Golf
- etc.
Aquatics (AQITYExport_Aquatics)
Check this box if your agency has one or more of the following:
- Indoor/Outdoor Pool
- Water/Splash Parks
- Therapy or Lap Pools
- etc.
Any other facilities requiring memberships not listed above - <em>please list all that apply:</em> (AQITYExport_Other)
Check this box if your agency has one or more additional facilities which require a membership and enter the applicable facilities in the space provided.
DeleteList Other Facilities (AQITYExport_OtherList)
A comma (,) delimited list of facilities offered by your agency which fall in the Other Facilities Category.
DeleteAt which field level in RecTrac do you define Residency? (AQITYExport_ResidentOption)
Select whether Residency is defined in your RecTrac database via Household Category or Household Fee Code.DeleteResident Code(s) (AQITYExport_ResidentCodes_Category)
Select the Household Category system codes which are assigned to Resident households.DeleteResident Code(s) (AQITYExport_ResidentCodes_FeeCode)
Select the fee codes which are applied to Resident households.DeleteTreat Daily Guests Visits as (AQITYExport_DailyGuestOption)
Select whether you would like visits/sales processed against the RecTrac Daily Guest Households to be counted as Resident or Non-Resident visits.Delete-Golf-
Golf Facility Locations (AQITYExport_GolfFacilityLocations)
Click the Picklist icon to select the Facility Location(s) in your RecTrac database which are Golf Locations. This should include any Facility Location where visits related to Golf are captured.
DeletePasses (AQITYExport_GolfMemberships)
The Pass Code Management DataGrid lists all the Pass Codes currently established in your system you have Permissions to view. Scroll up/down to view the Pass 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 Add Membership Pass Code to continue to the Pass Update screen to create a new Membership Pass Code. Membership Pass Codes may be valid for a given time range or for a given number of visits ("punch pass" codes).
The Add options you receive are determined by your Default Record Permissions (Permissions profile • Default Record Permissions group ) and whether-or-not you have Default Records in your database for this Module.
Click Add Daily Pass Code to continue to the Pass Update screen to create a new Daily Pass Code. A Daily Pass is a Pass Code that you sell at a pass check-in site for entry to that facility just for the day. Daily Pass Codes are denoted on the Pass Management DataGrid by a check in the Daily Pass? column.
The Add options you receive are determined by your Default Record Permissions (Permissions profile • Default Record Permissions group ) and whether-or-not you have Default Records in your database for this Module.
Highlight/select an existing record and click Change to continue to the Pass Update screen to update information for a Pass.
Highlight/select an existing record and click Delete to remove it from the database.
Note: Membership and financial information for the Pass Code must be purged.
Highlight/select an existing record and click Clone to continue to the File Maintenance Clone program to clone the selected Pass.
snippets/click_export.html>Note: This program does not export linked tables so Fees/Rules/Questions do not get exported; this exports only the Management record itself.
snippets/click_import.html>
snippets/audit_info_button.html>
Click Bulk Change to continue to the Pass Bulk Change DataGrid. Bulk Change allows you to make field changes to multiple Passes at once.
Note: Access to this button is controlled via the Permissions profile: Buttons/Misc Permissions tab • PMPassMain_ButtonBulkChange.
Bulk Fee Adjustment - Functionality is not yet available.
Bulk Attendance Post - Functionality is not yet available.
Click Bulk Pass Print to continue to the Bulk Pass Print program where you can search for and print multiple passes at a time.
Note: Access to this button is controlled via the Permissions profile: Buttons/Misc Permissions tab • PMPassMain_ButtonBulkPassPrint.
Click Membership Bulk Change to continue to the Membership Bulk Change program where you can change Pass Membership or Expiration Dates for passes as well as reset allowed visits.
Note: Access to this button is controlled via the Permissions profile: Buttons/Misc Permissions tab • PMPassMain_ButtonMembershipDateChange.
Click Archive Past Memberships to continue to the Archive Records program where you can archive Membership records linked to Pass Codes if desired. Archiving records removes them from 'Active' status. By default Archived Records do not show in Purchase History and reporting DataGrids making those programs load faster during daily operations.
Note: Access to this button is controlled via the Permissions profile: Buttons/Misc Permissions tab • PMPassMain_ButtonArchiveRecords.
Click Archive Past Visits to continue to the Archive Records program where you can archive Pass Visit records linked to Pass Codes if desired. Archiving records removes them from 'Active' status. By default Archived Records do not show in Purchase History and reporting DataGrids making those programs load faster during daily operations.
Note: Access to this button is controlled via the Permissions profile: Buttons/Misc Permissions tab • PMPassMain_ButtonArchiveVisitRecords.
snippets/exit.html>Delete
Service Items (AQITYExport_GolfServiceItems)
The POS Service Item Management DataGrid lists all the POS Service Items currently established in your system you have Permissions to view. Scroll up/down to view the POS Service Items 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 Add to continue to the Pos Service Item Update to create a new POS Service Item.
The Add options you receive are determined by your Default Record Permissions (Permissions profile • Default Record Permissions group ) and whether-or-not you have Default Records in your database for this Module.
Highlight/select an existing record and click Change to continue to the Pos Service Item Update to update information for a POS Service Item.
Highlight/select an existing record and click Delete to remove it from the database.
Note: Any financial information for the POS Service Item must be purged.
Highlight/select an existing record and click Clone to continue to the File Maintenance Clone program to clone the selected POS Service Item.
Click Bulk Create to continue to the Service Item Bulk Create Options dialog where you can create new Service Item Codes if desired. New Service Item Codes will be created based on existing Codes.
snippets/click_export.html>Note: This program does not export linked tables so Fees/Rules/Questions do not get exported; this exports only the Management record itself.
snippets/click_import.html>
snippets/audit_info_button.html>
Click Bulk Change to continue to the Service Item Bulk Change DataGrid. Bulk Change allows you to make field changes to multiple Service Items at once.
Note: Access to this button is controlled via the Permissions profile: Buttons/Misc Permissions tab • PSServiceItemMain_ButtonBulkChange.
Click Archive Past Sales to continue to the Archive Records program where you can archive past Service Items if desired. Archiving records removes them from 'Active' status. By default Archived Records do not show in Purchase History and reporting DataGrids making those programs load faster during daily operations.
Note: Access to this button is controlled via the Permissions profile: Buttons/Misc Permissions tab • PSServiceItemMain_ButtonArchiveRecords.
snippets/exit.html>Delete
-Aquatics-
Aquatics Facility Locations (AQITYExport_AquaFacilityLocations)
Click the Picklist icon to select the Facility Location(s) in your RecTrac database which are Aquatics Locations. This should include any Facility Location where visits related to Aquatics are captured.
DeleteAquatics Daily Guest Passes (AQITYExport_AquaDailyPassList)
Click the Picklist icon to select the Daily Pass Type(s) in your RecTrac database which are used to track Daily Guest Admissions to Aquatics facilities.
DeletePasses (AQITYExport_AquaMemberships)
The Pass Code Management DataGrid lists all the Pass Codes currently established in your system you have Permissions to view. Scroll up/down to view the Pass 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 Add Membership Pass Code to continue to the Pass Update screen to create a new Membership Pass Code. Membership Pass Codes may be valid for a given time range or for a given number of visits ("punch pass" codes).
The Add options you receive are determined by your Default Record Permissions (Permissions profile • Default Record Permissions group ) and whether-or-not you have Default Records in your database for this Module.
Click Add Daily Pass Code to continue to the Pass Update screen to create a new Daily Pass Code. A Daily Pass is a Pass Code that you sell at a pass check-in site for entry to that facility just for the day. Daily Pass Codes are denoted on the Pass Management DataGrid by a check in the Daily Pass? column.
The Add options you receive are determined by your Default Record Permissions (Permissions profile • Default Record Permissions group ) and whether-or-not you have Default Records in your database for this Module.
Highlight/select an existing record and click Change to continue to the Pass Update screen to update information for a Pass.
Highlight/select an existing record and click Delete to remove it from the database.
Note: Membership and financial information for the Pass Code must be purged.
Highlight/select an existing record and click Clone to continue to the File Maintenance Clone program to clone the selected Pass.
snippets/click_export.html>Note: This program does not export linked tables so Fees/Rules/Questions do not get exported; this exports only the Management record itself.
snippets/click_import.html>
snippets/audit_info_button.html>
Click Bulk Change to continue to the Pass Bulk Change DataGrid. Bulk Change allows you to make field changes to multiple Passes at once.
Note: Access to this button is controlled via the Permissions profile: Buttons/Misc Permissions tab • PMPassMain_ButtonBulkChange.
Bulk Fee Adjustment - Functionality is not yet available.
Bulk Attendance Post - Functionality is not yet available.
Click Bulk Pass Print to continue to the Bulk Pass Print program where you can search for and print multiple passes at a time.
Note: Access to this button is controlled via the Permissions profile: Buttons/Misc Permissions tab • PMPassMain_ButtonBulkPassPrint.
Click Membership Bulk Change to continue to the Membership Bulk Change program where you can change Pass Membership or Expiration Dates for passes as well as reset allowed visits.
Note: Access to this button is controlled via the Permissions profile: Buttons/Misc Permissions tab • PMPassMain_ButtonMembershipDateChange.
Click Archive Past Memberships to continue to the Archive Records program where you can archive Membership records linked to Pass Codes if desired. Archiving records removes them from 'Active' status. By default Archived Records do not show in Purchase History and reporting DataGrids making those programs load faster during daily operations.
Note: Access to this button is controlled via the Permissions profile: Buttons/Misc Permissions tab • PMPassMain_ButtonArchiveRecords.
Click Archive Past Visits to continue to the Archive Records program where you can archive Pass Visit records linked to Pass Codes if desired. Archiving records removes them from 'Active' status. By default Archived Records do not show in Purchase History and reporting DataGrids making those programs load faster during daily operations.
Note: Access to this button is controlled via the Permissions profile: Buttons/Misc Permissions tab • PMPassMain_ButtonArchiveVisitRecords.
snippets/exit.html>Delete
-Fitness-
Fitness Facility Locations (AQITYExport_FitnessFacilityLocations)
Click the Picklist icon to select the Facility Location(s) in your RecTrac database which are Fitness Locations. This should include any Facility Location where visits related to Fitness are captured.
DeleteFitness Daily Guest Passes (AQITYExport_FitnessDailyPassList)
Click the Picklist icon to select the Daily Pass Type(s) in your RecTrac database which are used to track Daily Guest Admissions to Fitness facilities.
DeletePasses (AQITYExport_FitnessMemberships)
The Pass Code Management DataGrid lists all the Pass Codes currently established in your system you have Permissions to view. Scroll up/down to view the Pass 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 Add Membership Pass Code to continue to the Pass Update screen to create a new Membership Pass Code. Membership Pass Codes may be valid for a given time range or for a given number of visits ("punch pass" codes).
The Add options you receive are determined by your Default Record Permissions (Permissions profile • Default Record Permissions group ) and whether-or-not you have Default Records in your database for this Module.
Click Add Daily Pass Code to continue to the Pass Update screen to create a new Daily Pass Code. A Daily Pass is a Pass Code that you sell at a pass check-in site for entry to that facility just for the day. Daily Pass Codes are denoted on the Pass Management DataGrid by a check in the Daily Pass? column.
The Add options you receive are determined by your Default Record Permissions (Permissions profile • Default Record Permissions group ) and whether-or-not you have Default Records in your database for this Module.
Highlight/select an existing record and click Change to continue to the Pass Update screen to update information for a Pass.
Highlight/select an existing record and click Delete to remove it from the database.
Note: Membership and financial information for the Pass Code must be purged.
Highlight/select an existing record and click Clone to continue to the File Maintenance Clone program to clone the selected Pass.
snippets/click_export.html>Note: This program does not export linked tables so Fees/Rules/Questions do not get exported; this exports only the Management record itself.
snippets/click_import.html>
snippets/audit_info_button.html>
Click Bulk Change to continue to the Pass Bulk Change DataGrid. Bulk Change allows you to make field changes to multiple Passes at once.
Note: Access to this button is controlled via the Permissions profile: Buttons/Misc Permissions tab • PMPassMain_ButtonBulkChange.
Bulk Fee Adjustment - Functionality is not yet available.
Bulk Attendance Post - Functionality is not yet available.
Click Bulk Pass Print to continue to the Bulk Pass Print program where you can search for and print multiple passes at a time.
Note: Access to this button is controlled via the Permissions profile: Buttons/Misc Permissions tab • PMPassMain_ButtonBulkPassPrint.
Click Membership Bulk Change to continue to the Membership Bulk Change program where you can change Pass Membership or Expiration Dates for passes as well as reset allowed visits.
Note: Access to this button is controlled via the Permissions profile: Buttons/Misc Permissions tab • PMPassMain_ButtonMembershipDateChange.
Click Archive Past Memberships to continue to the Archive Records program where you can archive Membership records linked to Pass Codes if desired. Archiving records removes them from 'Active' status. By default Archived Records do not show in Purchase History and reporting DataGrids making those programs load faster during daily operations.
Note: Access to this button is controlled via the Permissions profile: Buttons/Misc Permissions tab • PMPassMain_ButtonArchiveRecords.
Click Archive Past Visits to continue to the Archive Records program where you can archive Pass Visit records linked to Pass Codes if desired. Archiving records removes them from 'Active' status. By default Archived Records do not show in Purchase History and reporting DataGrids making those programs load faster during daily operations.
Note: Access to this button is controlled via the Permissions profile: Buttons/Misc Permissions tab • PMPassMain_ButtonArchiveVisitRecords.
snippets/exit.html>Delete
Service Items (AQITYExport_FitnessServiceItems)
The POS Service Item Management DataGrid lists all the POS Service Items currently established in your system you have Permissions to view. Scroll up/down to view the POS Service Items 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 Add to continue to the Pos Service Item Update to create a new POS Service Item.
The Add options you receive are determined by your Default Record Permissions (Permissions profile • Default Record Permissions group ) and whether-or-not you have Default Records in your database for this Module.
Highlight/select an existing record and click Change to continue to the Pos Service Item Update to update information for a POS Service Item.
Highlight/select an existing record and click Delete to remove it from the database.
Note: Any financial information for the POS Service Item must be purged.
Highlight/select an existing record and click Clone to continue to the File Maintenance Clone program to clone the selected POS Service Item.
Click Bulk Create to continue to the Service Item Bulk Create Options dialog where you can create new Service Item Codes if desired. New Service Item Codes will be created based on existing Codes.
snippets/click_export.html>Note: This program does not export linked tables so Fees/Rules/Questions do not get exported; this exports only the Management record itself.
snippets/click_import.html>
snippets/audit_info_button.html>
Click Bulk Change to continue to the Service Item Bulk Change DataGrid. Bulk Change allows you to make field changes to multiple Service Items at once.
Note: Access to this button is controlled via the Permissions profile: Buttons/Misc Permissions tab • PSServiceItemMain_ButtonBulkChange.
Click Archive Past Sales to continue to the Archive Records program where you can archive past Service Items if desired. Archiving records removes them from 'Active' status. By default Archived Records do not show in Purchase History and reporting DataGrids making those programs load faster during daily operations.
Note: Access to this button is controlled via the Permissions profile: Buttons/Misc Permissions tab • PSServiceItemMain_ButtonArchiveRecords.
snippets/exit.html>Delete
-Other-
Other Facility Locations (AQITYExport_OtherFacilityLocations)
Click the Picklist icon to select the Facility Location(s) in your RecTrac database which are Other Locations. This should include any Facility Location where visits related to your Other facilities are captured.
DeleteOther Daily Guest Passes (AQITYExport_OtherDailyPassList)
Click the Picklist icon to select the Daily Pass Type(s) in your RecTrac database which are used to track Daily Guest Admissions to your Other facilities.
DeletePasses (AQITYExport_OtherMemberships)
The Pass Code Management DataGrid lists all the Pass Codes currently established in your system you have Permissions to view. Scroll up/down to view the Pass 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 Add Membership Pass Code to continue to the Pass Update screen to create a new Membership Pass Code. Membership Pass Codes may be valid for a given time range or for a given number of visits ("punch pass" codes).
The Add options you receive are determined by your Default Record Permissions (Permissions profile • Default Record Permissions group ) and whether-or-not you have Default Records in your database for this Module.
Click Add Daily Pass Code to continue to the Pass Update screen to create a new Daily Pass Code. A Daily Pass is a Pass Code that you sell at a pass check-in site for entry to that facility just for the day. Daily Pass Codes are denoted on the Pass Management DataGrid by a check in the Daily Pass? column.
The Add options you receive are determined by your Default Record Permissions (Permissions profile • Default Record Permissions group ) and whether-or-not you have Default Records in your database for this Module.
Highlight/select an existing record and click Change to continue to the Pass Update screen to update information for a Pass.
Highlight/select an existing record and click Delete to remove it from the database.
Note: Membership and financial information for the Pass Code must be purged.
Highlight/select an existing record and click Clone to continue to the File Maintenance Clone program to clone the selected Pass.
snippets/click_export.html>Note: This program does not export linked tables so Fees/Rules/Questions do not get exported; this exports only the Management record itself.
snippets/click_import.html>
snippets/audit_info_button.html>
Click Bulk Change to continue to the Pass Bulk Change DataGrid. Bulk Change allows you to make field changes to multiple Passes at once.
Note: Access to this button is controlled via the Permissions profile: Buttons/Misc Permissions tab • PMPassMain_ButtonBulkChange.
Bulk Fee Adjustment - Functionality is not yet available.
Bulk Attendance Post - Functionality is not yet available.
Click Bulk Pass Print to continue to the Bulk Pass Print program where you can search for and print multiple passes at a time.
Note: Access to this button is controlled via the Permissions profile: Buttons/Misc Permissions tab • PMPassMain_ButtonBulkPassPrint.
Click Membership Bulk Change to continue to the Membership Bulk Change program where you can change Pass Membership or Expiration Dates for passes as well as reset allowed visits.
Note: Access to this button is controlled via the Permissions profile: Buttons/Misc Permissions tab • PMPassMain_ButtonMembershipDateChange.
Click Archive Past Memberships to continue to the Archive Records program where you can archive Membership records linked to Pass Codes if desired. Archiving records removes them from 'Active' status. By default Archived Records do not show in Purchase History and reporting DataGrids making those programs load faster during daily operations.
Note: Access to this button is controlled via the Permissions profile: Buttons/Misc Permissions tab • PMPassMain_ButtonArchiveRecords.
Click Archive Past Visits to continue to the Archive Records program where you can archive Pass Visit records linked to Pass Codes if desired. Archiving records removes them from 'Active' status. By default Archived Records do not show in Purchase History and reporting DataGrids making those programs load faster during daily operations.
Note: Access to this button is controlled via the Permissions profile: Buttons/Misc Permissions tab • PMPassMain_ButtonArchiveVisitRecords.
snippets/exit.html>Delete
3 - Misc Facility
I would like to provide additional information on usage/visits not captured in RecTrac (AQITYExport_MiscFacilityYN)
Check this box if your agency tracks usage/visits for facilities outside of RecTrac.
DeletePlease list the other agency facility that track users/visits outside of RecTrac (AQITYExport_MiscFacility)
Enter a comma delimited list of Facility Names where users/visits are tracked outside of RecTrac.
Delete2015 Total Visits: (AQITYExport_MiscFacility2015)
Enter the total number of visits by members, single-pass users, free/non-paid admissions, etc in 2015.
Delete2016 Total Visits: (AQITYExport_MiscFacility2016)
Enter the total number of visits by members, single-pass users, free/non-paid admissions, etc in 2016.
Delete2017 Total Visits: (AQITYExport_MiscFacility2017)
Enter the total number of visits by members, single-pass users, free/non-paid admissions, etc in 2017.
Delete2017 Non-Resident Visits: (AQITYExport_MiscFacility_NonResident)
Of the visits counted in 2017; enter the number of those visits that were Non-Residents. If you do not know this number leave this field blank.
Delete4 - Licenses/Rentals/Permits
Licenses/Passes/Permits at special-use parks/preserves (AQITYExport_RentalsLicenses)
Check this box if your agency sells/issues Licenses, Passes, or Permits for any of the following:
- Beaches
- Dog Parks
- RC Plane/Drone Parks
- Equestrian Areas
- Campsites
- Snowmobile Trails
- Hunting
- Sports Field Use for Leagues
- etc.
Facility rental for private events and/or Picnic Shelter/Park Pavilion Rentals (AQITYExport_RentalsFacility)
Check this box if your agency rents facilities for:
Private/Corporate Events- Weddings
- Corporate Events
- Parties
- etc.
Equipment Rentals (AQITYExport_RentalsEquipment)
Check this box if your agency rents equipment such as the following:
- bikes
- canoes
- kayaks
- etc.
Other Licenses/Rentals/Permits sold or administered outside of RecTrac. (AQITYExport_RentalsOther)
Check this box if your agency sells or administers Licenses, Rentals, or Permits outside of RecTrac.
Delete2015 Total Sold: (AQITYExport_RentalsOther_2015)
Enter the total number of License, Rental, and Permit sales done outside of RecTrac in 2015
Delete2016 Total Sold: (AQITYExport_RentalsOther_2016)
Enter the total number of License, Rental, and Permit sales done outside of RecT in 2016
Delete2017 Total Sold: (AQITYExport_RentalsOther_2017)
Enter the total number of License, Rental, and Permit sales done outside of RecTrac in 2017
DeleteComments/Clarifications (AQITYExport_RentalsOther_Comments)
Please provide us with any additional information about Licenses, Rentals, Permits sold outside of RecTrac that may help in our analysis.
Delete-Facility Rental-
Comments/Clarifications (AQITYExport_Facility_Comments)
Please provide us with any additional information about Facilities you rent for Private/Corporate Events.
DeleteComments/Clarifications (AQITYExport_Picnic_Comments)
Please provide us with any additional information about Facilities you rent as Picnic Shelters or Park Pavilions.
Delete-Equipment-
Comments/Clarifications (AQITYExport_Equipment_Comments)
Please provide us with any additional information about Equipment you rent.
DeleteService Items (AQITYExport_EquipmentServiceItems)
The POS Service Item Management DataGrid lists all the POS Service Items currently established in your system you have Permissions to view. Scroll up/down to view the POS Service Items 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 Add to continue to the Pos Service Item Update to create a new POS Service Item.
The Add options you receive are determined by your Default Record Permissions (Permissions profile • Default Record Permissions group ) and whether-or-not you have Default Records in your database for this Module.
Highlight/select an existing record and click Change to continue to the Pos Service Item Update to update information for a POS Service Item.
Highlight/select an existing record and click Delete to remove it from the database.
Note: Any financial information for the POS Service Item must be purged.
Highlight/select an existing record and click Clone to continue to the File Maintenance Clone program to clone the selected POS Service Item.
Click Bulk Create to continue to the Service Item Bulk Create Options dialog where you can create new Service Item Codes if desired. New Service Item Codes will be created based on existing Codes.
snippets/click_export.html>Note: This program does not export linked tables so Fees/Rules/Questions do not get exported; this exports only the Management record itself.
snippets/click_import.html>
snippets/audit_info_button.html>
Click Bulk Change to continue to the Service Item Bulk Change DataGrid. Bulk Change allows you to make field changes to multiple Service Items at once.
Note: Access to this button is controlled via the Permissions profile: Buttons/Misc Permissions tab • PSServiceItemMain_ButtonBulkChange.
Click Archive Past Sales to continue to the Archive Records program where you can archive past Service Items if desired. Archiving records removes them from 'Active' status. By default Archived Records do not show in Purchase History and reporting DataGrids making those programs load faster during daily operations.
Note: Access to this button is controlled via the Permissions profile: Buttons/Misc Permissions tab • PSServiceItemMain_ButtonArchiveRecords.
snippets/exit.html>Delete
6 - Events
Service Items (AQITYExport_EventServicesDataGrid)
The POS Service Item Management DataGrid lists all the POS Service Items currently established in your system you have Permissions to view. Scroll up/down to view the POS Service Items 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 Add to continue to the Pos Service Item Update to create a new POS Service Item.
The Add options you receive are determined by your Default Record Permissions (Permissions profile • Default Record Permissions group ) and whether-or-not you have Default Records in your database for this Module.
Highlight/select an existing record and click Change to continue to the Pos Service Item Update to update information for a POS Service Item.
Highlight/select an existing record and click Delete to remove it from the database.
Note: Any financial information for the POS Service Item must be purged.
Highlight/select an existing record and click Clone to continue to the File Maintenance Clone program to clone the selected POS Service Item.
Click Bulk Create to continue to the Service Item Bulk Create Options dialog where you can create new Service Item Codes if desired. New Service Item Codes will be created based on existing Codes.
snippets/click_export.html>Note: This program does not export linked tables so Fees/Rules/Questions do not get exported; this exports only the Management record itself.
snippets/click_import.html>
snippets/audit_info_button.html>
Click Bulk Change to continue to the Service Item Bulk Change DataGrid. Bulk Change allows you to make field changes to multiple Service Items at once.
Note: Access to this button is controlled via the Permissions profile: Buttons/Misc Permissions tab • PSServiceItemMain_ButtonBulkChange.
Click Archive Past Sales to continue to the Archive Records program where you can archive past Service Items if desired. Archiving records removes them from 'Active' status. By default Archived Records do not show in Purchase History and reporting DataGrids making those programs load faster during daily operations.
Note: Access to this button is controlled via the Permissions profile: Buttons/Misc Permissions tab • PSServiceItemMain_ButtonArchiveRecords.
snippets/exit.html>Delete
7 - Scholarships
RecTrac Needs-Based Scholarship Codes (AQITYExport_ScholarshipPayCodes)
Select the Scholarship Codes in your RecTrac database which are needs-based scholarships. RecTrac will calculated the number of times and amounts used under these codes when paying for services provided by your agency.
Delete