The File Maintenance Export screen enables you to export the selected records into an XML formatted file. This functionality enables you to transfer records between RecTrac databases. For Example: You use your Demo database to try out new ideas before making them available for your staff. Once you are satisfied, you export the design from your Demo database and import it into your Live database.
ARSectionExport_Tab1
Sections (ARSection_ComboKey_DataGrid)
The Activity Section DataGrid displays all sections in your database based on the DataGrid filters being used and your Permissions.
Highlight/select individual Sections, as needed, from the DataGrid. Multiple selection is allowed.
OR
Select the Use Activity Section Range option.
THEN
Input the range of sections you want to include.
Make selections in the DataGrid or use an Activity Section Range or both. Leaving the DataGrid blank and the Use Range option de-selected will result in no sections being selected.
Click here for a full description of RecTrac DataGrids.
DeleteUse Activity Section Range (ARSection_ComboKey_UseRange)
This field appears in numerous programs. Its functionality may vary.
Select this option to limit your selection to a range of activity sections.
THEN
Enter the range of section codes.
OR
Leave this option de-selected to skip the activity section range check and make selections from the DataGridif applicable.
- If there is a DataGrid for this program - In instances where you have a DataGrid and corresponding range a selection in one or the other (or both) is required. Selecting nothing from the DataGrid and nothing from the range yields a blank report or process.
- If there is not a DataGrid for this program - In instances where you do not have a DataGrid a selection here is not required. Leaving this option deselected skips this filter and results in all codes being included.
Section Status (ARSection_RecordStatus_ComboBox)
Select the section status(es) you wish to include in your output. Multiple selection is allowed.
OR
Leave this field at its default, (0) Selected to skip this check and include all statuses.
- Active
- Inactive
- Pending
- Canceled
Begin Activity Section (ARSection_ComboKey_Begin)
This field is applicable only if you opt to Use Activity Section Range.
Select the beginning and ending activity section codes for their respective fields. Activity sections within the range entered will be included in the process.
DeleteEnd Activity Section (ARSection_ComboKey_End)
This field is applicable only if you opt to Use Activity Section Range.
Select the beginning and ending activity section codes for their respective fields. Activity sections within the range entered will be included in the process.
DeleteActivity Section Wildcard (ARSection_ComboKey_Equals)
If opting to Use Activity Section Range, select a single section if desired to use as a base for your wildcard selection.
OR
Enter a wildcard value, if desired
THEN
select a Wildcard Option. Depending on your selection, wildcard asterisks/periods may be required.
Wildcard Option (ARSection_ComboKey_Equals_Option)
Select your Wildcard Option for this process:
- Equals - The process will return a list of all records that equal the value entered. This must be an exact match. For Example: If this was a list of Family Members, entering 'Grace Somersby' would find 'Grace Somersby' because it is an exact match, but it would NOT find 'Grace J. Somersby' because it is not an exact match.
Note: When running Reports you can use a comma-delimited list (with no spaces) in the corresponding Wildcard field when your Wildcard Option is Equals. This applies to Reports only. For Example: Entering "48116 5851 88003" in a Zip Code Wildcard field on a Report and using the Equals Option would yield results from those three separate Zip Codes.
- Begins - The process will return a list of all records that begin with the value entered. Wildcarding asterisks/periods are not needed. For Example: If this was a list of Family Members entering 'Gr' would find all members whose name begins with 'Gr ' such as Grace Somersby but it would NOT find Ginny Weasley because her name begins with 'Gi.'
- Ends - The process will return a list of all records that end with the value entered. Wildcarding asterisks/periods are not needed. For Example: If this was a list of Family Members entering 'by' would find all members whose name ends with 'by ' such as Grace Somersby but it would NOT find Sam McGee because his name ends with 'ee.'
- Matches - The process will return a list of all records where a value match can be found. Wildcarding and asterisks/periods must be used. For Example: If this was a list of Family Members entering '*om*' (asterisks must be included) would find Grace Somersby and Tom Sawyer because "om" appears in both names but it would NOT find Felicity Lemon because "om" does not appear anywhere in her name.
Note: See also: RecTrac Wildcarding .
Season (ARSection_Season_ComboBox)
Select the section season code(s) you wish to include in the output. Multiple selection is allowed.
Season Codes are maintained in System Code Management. Type=Season.
DeleteUse Section Date Range (ARSection_IncludeDateRange_UseRange)
Select this option to filter the output by section date range, if desired.
THEN
Use the Date Select fields to identify your beginning and ending date range.
OR
Leave this option deselected to skip this check.
This field is used to filter records by the dates during which the section was meeting. Any section with meeting dates anywhere within your date range will be included. For example, your date range is 01 May 20xx - 30 June 20xx.
- A section beginning on 29 June would be included because the section meets within your date range.
- A section ending on 02 May would be included because the section meets within the date range.
- A section ending before/on 30 April wouldn't be included because there are no meeting dates within your date range.
- A section beginning on/after 01 July wouldn't be included because there are no meeting date within your date range.
Begin Section Date (ARSection_IncludeDateRange_Begin)
This field is applicable only if you opt to Use Section Date Range.
Select your Begin/End Date options for this process.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Sections with a meeting date within the date range selected will be included in your output.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteEnd Section Date (ARSection_IncludeDateRange_End)
This field is applicable only if you opt to Use Section Date Range.
Select your Begin/End Date options for this process.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Sections with a meeting date within the date range selected will be included in your output.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteUse Year Range (ARSection_Year_UseRange)
Select this option to filter the output by year range, if desired.
THEN
Use the fields to identify your beginning and ending year range.
OR
Leave this option de-selected to skip this check.
This field is used to filter records by the year(s) during which the section is/was meeting. Any section with meeting dates anywhere within your range will be included.
DeleteBegin Year (ARSection_Year_Begin)
This field is applicable only if you opt to Use Year Range.
Enter the beginning and ending year range by which you want to filter your output.
DeleteEnd Year (ARSection_Year_End)
This field is applicable only if you opt to Use Year Range.
Enter the beginning and ending year range by which you want to filter your output.
DeleteActivity Category (ARActivity_Category_ComboBox)
Select the Category Code(s) by which you wish to filter. Multiple selection is allowed.
OR
Leave this field at (0) Selected to skip this filter.
Category Codes are maintained in System Code Management Code Type = Category. They are linked in File Management for the module you are working with. For Example: Activity Categories are linked in Activity Management Facility Categories are linked in Facility Management etc.
DeleteActivity Type (ARActivity_TypeCode_ComboBox)
Select the Type Code(s) by which you wish to filter. Multiple selection is allowed.
OR
Leave this field at (0) Selected to skip this filter.
Type Codes are maintained in System Code Management Code Type = Type. They are linked in File Management for the module you are working with. For Example: Activity Types are linked in Activity Management Facility Types are linked in Facility Management etc.
DeleteActivity SubType (ARActivity_SubType_ComboBox)
Select the SubType Code(s) by which you wish to filter. Multiple selection is allowed.
OR
Leave this field at (0) Selected to skip this filter.
SubType Codes are maintained in System Code Management Code Type = Type • SubTypes. They are linked in File Management for the module you are working with. For Example: Activity SubTypes are linked in Activity Management Facility SubTypes are linked in Facility Management etc.
DeleteAdditional Settings (ARSection_Settings_ComboBox)
Click the Combo Box icon to select the Additional Settings by which you wish to filter. Multiple selection is allowed. Only Records that are linked to the Setting(s) you select will be included on the output.
OR
Leave this field at its default setting, (0) Selected to skip this field.
- Allow Enrollments by Day - Sections that are set up to allow enrollments by day.
- Child Care - Sections that are set up as Child Care Activities.
Archived (ARSection_Archived_ComboBox)
Accept the default entry (No) or select your Archived option for this report. Multiple selection is allowed.
- Yes - Include archived sections on the report output.
- No - Don't include archived sections on the report output. The output will include current sections only.
Include Tabs (ARSectionExport_IncludeTabs_ComboBox)
Accept the default entries in this field or make alternate selections, if desired. This field allows you to choose which tabs you want to include in your export.
By default, all fields on the Core and Comments tab are included in your export, so no option exists for them on this field. This also includes the Section Link, Charge Late Fee Multiple Times, and WildCard Cost Center fields on the Fees tab.
- Fees - The Fees DataGrid.
- Rules - The Rules DataGrid.
- Questions - The Questions DataGrid.
- Email Features -The Email Features DataGrid.
- Instructors - The Instructors DataGrid.
Filename (FileMaintenanceExport_ExportFileName)
Enter a file name for your Export. This will be the name of the XML file you generate. Upon completion of the export process, the XML file you generate can be viewed/saved from the Document Center.
DeleteOverwrite existing file? (FileMaintenanceExport_OverwriteExisting)
Select this option to overwrite any existing file of the same name, if desired.
Upon completion of the export process, the XML file you generate can be viewed/saved from the Document Center.
Upon completion of the Import, the records you import will populate your DataGrid.
Delete