The Pass Member 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 pass to "Expired." Additional options allow you to suspend or revoke a member's pass in the event a balance is due.
This program should be Scheduled to run on a daily basis, 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.
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.
RecTrac Process and Reporting screens offer numerous fields and widgets that allow you to filter the data for which your process or report is being run. RecTrac Widgets provides definitions and examples to show you how these work.
From the bottom of the screen….
Click Process to run the Pass Snap Shot. The program is run on the Event AppServer. You will be notified when it completes.
Core Criteria
Passes (PMPass_PassCode_DataGrid)
This field is applicable for the Pass Module only when running this program.
Select individual pass codes or a range of pass codes from the DataGrid if desired. The passes you select will be included in the process you are running.
OR
Make no selections in the browser and opt to Use Pass Range to select a range of passes to include in this process if desired.
Note: You must make a selection either in the DataGrid or in this range (or both). Leaving the Use Pass Range option deselected and making no selections in the DataGrid will result in no pass codes being selected.
Use Pass Range (PMPass_PassCode_UseRange)
This field appears in numerous programs. Its functionality may vary.
Select this option to limit your selection to a range of passes.
THEN
Enter the range of pass codes.
OR
Leave this option deselected to skip the pass code range check and make selections from the DataGrid if 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.
Begin Pass (PMPass_PassCode_Begin)
This field is applicable only if you opt to Use Pass Range.
Select the beginning and Ending pass codes for their respective fields. Pass codes within the range entered will be included in the process.
DeleteEnd Pass (PMPass_PassCode_End)
This field is applicable only if you opt to Use Pass Range.
Select the beginning and ending pass codes for their respective fields. Pass codes within the range entered will be included in the process.
DeletePass Code Wildcard (PMPass_PassCode_Equals)
Select the pass code you wish to use a base for your wildcard.
THEN
Choose your Wildcard Equals Option, if applicable.
See also: RecTrac Wildcarding.
DeleteWildCard Option (PMPass_PassCode_Equals_Option)
This field is applicable only if you opt to use a wildcard.
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.
Posting Date (PMSnapShotPost_PostingDate)
Select the Posting Date option for the Snap Shot. This is the as of date" for your Member Count.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. If opting to Schedule this program to run daily (recommended) consider using "Today as you want your Member Count to be accurate as of Today."
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteSuspend or Revoke Passes With A Balance? (PMSnapShotPost_SuspendPass)
Select this option if you want to change the a Member's Pass Status to Revoked" or "Suspended" based on a minimum balance owed.
THEN
Determine your Minimum Pass Balance and make your Status selection.
Leave this option de-selected to skip the Pass Status Change portion of this process.
DeleteMinimum Pass Balance (PMSnapShotPost_MinimumBalance)
This field is applicable only if you opt to Suspend or Revoke Passes with a Balance.
Enter the minimum pass balance for which you wish to change the pass status. Members with a balance due on their membership that meets or exceeds this threshold will have their pass status changed to either 'Suspended' or 'Revoked' depending on your selection.
Note: This process changes the pass status to 'Suspended' or 'Revoked' only. It does not change the pass status back to 'Active' in the event members remit their balance due.
Change Status To (PMSnapShotPost_PassStatus)
This field is applicable only if you opt to Suspend or Revoke Passes with a Balance.
Expand the Drop-down list and select the Pass Status you wish to assign in the event a member has balance due that meets or exceeds your Minimum Pass Balance. Your options are:
- Revoked
- Suspended
If opting to Suspend passes enter the suspension dates in the fields that appear.
DeleteBegin Date (PMSnapShotPost_BeginDate)
This field is applicable only if you opt to Suspend Passes with a Balance.
Select the Begin and End Dates option for the pass suspension.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. If opting to Schedule this program to run daily (recommended) consider using "Today" through "Today." When suspending a pass for a day at time a Member's Pass Status will revert to 'Active' the next time the program is run (i.e. "tomorrow") in the event Members remit their balance due "today." If the member does not remit for the balance owed "today then when the program is run tomorrow the pass will be suspended again for another day.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteEnd Date (PMSnapShotPost_EndDate)
This field is applicable only if you opt to Suspend Passes with a Balance.
Select the Begin and End Dates option for the pass suspension.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. If opting to Schedule this program to run daily (recommended) consider using "Today" through "Today." When suspending a pass for a day at time a Member's Pass Status will revert to 'Active' the next time the program is run (i.e. "tomorrow") in the event Members remit their balance due "today." If the member does not remit for the balance owed "today then when the program is run tomorrow the pass will be suspended again for another day.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteReset Expired Punches Left To Zero? (PMSnapShotPost_ResetExpired)
Select this option to reduce any remaining Punches from a Punch Pass to 0 upon its expiration when this program is run.
De-select this option to keep remaining Punches on a Punch Pass upon its expiration when this program is run.
When this option is selected, the assumption is that unused Punches are void/lost (i.e. use or lose") when a member's Punch Pass expires. In the event of a renewal the member will receive the standard number of Punches that come with the pass. So if the standard number of Punches received is 10 and a member had five (5) Punches remaining he would have 10 total punches upon renewal.
When this option is de-selected the assumption is that unused Punches remain on a member's Punch Pass when it expires and that any remaining Punches will be added to the standard number of Punches that come with a pass upon renewal. So if the standard number of Punches received is 10 and a member had five (5) Punches remaining he would have 15 total punches upon renewal.
Delete