The Location Management program allows you to add, update, delete, and clone Facility Locations.
Facility Setup Overview
- Facility Class - Identifies "what uses" or the "type of uses" the facility has (i.e. classroom, gym, pool, etc...).
- Facility Location - Identifies "where" facilities are. Typically this is the physical location.
- Facility Code - Specifies the exact facility for reservation purposes (i.e. Meeting Room A, Softball Field I, etc...).
The purpose of the three (3) File Management types is to minimize data entry and the possibility of errors. Multiple Facility Codes can share the Facility Class and Location data. For Example: The Walden Pond Community Center can have three (3) Meeting Rooms. In this scenario, each Meeting Room at the Walden Pond Community Center would have the same Class (Meeting Room) and same Location (Walden Pond). The Facility Code for each individual room would be different (i.e. MEETA, MEETB, MEETC).
Facility Classes and Locations must be created in the database before you can setup individual Facility Codes.
Note: You may not edit the Facility Class, Location or Code once they are entered. It is important to plan ahead before entering them. You may, however, edit the descriptions attached to the Locations, and you may delete Locations if no facilities are linked to them. If mistakes are made in the code scheme, or if you opt to change your coding scheme at a later date, you can use a conversion utility to fix update the records as needed.
FRLocationMain_Tab1
Locations (FRLocationMain_DataGrid)
The Facility Location Management DataGrid lists all the locations currently established in your system that you have Permissions to view. Scroll up/down to view the Locations 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 Facility Location Update screen to create a new Facility Location.
Highlight/select an existing record and click Change to continue to the Facility Location Update screen to edit the selected Location.
Highlight/select an existing record and click More • Delete to remove it from the database.
Note: A Location must be void of linked Facilities in order to be deleted.
Highlight/select an existing record and click Clone to continue to the Record Clone program to clone the selected Facility Location.
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.
Click More • Bulk Change to continue to the Facility Bulk Change DataGrid. Bulk Changes allows you to make field changes to multiple Facilities at once.
Note: Access to this button is controlled via the Permissions profile: Buttons/Misc Permissions tab • FRLocationMain_ButtonBulkChange