A Rule is a set of criteria that must be met to allow a transaction to complete. Rules can be created as:
- Single criterion Rules that must be met for the transaction to proceed (i.e. a Men's Softball League might have an allowance rule for Gender=Male).
- Multiple criteria Rules that must be met for the transaction to proceed (i.e. a Senior Men's Softball League might have an allowance rule with criteria for Gender=Male and Age=50+).
- A group of rules where any one of the criteria in the group must be met for the transaction to complete (i.e. a Men's Senior Softball League might have an allowance rule for Resident Registration Date any day/time after 08:00am on April 1 and an allowance rule for Non-Resident Registration dates any day/time after 08:00am on April 14).
- A set of rules which can consist of multiple separate Rules, a group or groups of Rules or a mix of both. Rule Sets adhere to the basic principles of the rules/groups within them. (i.e. a Men's Senior Softball League might have a Rule Set that contains a single allowance rule with criteria for Gender = Male and Age=50+) and a Rule Group for Resident/Non-Resident registration dates (i.e. Resident Registration Date any day/time after 08:00am on April 1 and Non-Resident Registration dates any day/time after 08:00am on April 14. When linked as a set, the conditions of the single Rule must be met and at least one criterion of the Rule Group must be met for the transaction to proceed.
See Also: RecTrac Rules for a detailed description of RecTrac Rules, set up information, and examples.
See Also: Video - Rules
Rules can be created to act as:
- Allowances (i.e. Park Pavilions can be reserved any time between 08:00am - 09:00pm daily).
- Restrictions (i.e. No Park Pavilion reservations allowed on Mondays, due to maintenance).
Rules can be linked to any RecTrac module (Activity, Pass, Facility, Locker, etc...), to certain System Codes (Type, SubType, Category, Season, etc…) and to Coupon Codes.
Where a Rule is linked determines what it will impact. The following chart uses the Activity Module as an example, but the same holds true across all modules.
Rule Linked | Rule Applies To |
---|---|
Activity Module | All Activities and their Sections in your database |
Activity Level | All Sections in the Activity to which the Rule is linked |
Activity Section Level | That Section only |
Activity Category | All Activities in your database to which that Category System Code is linked |
Activity Type | All Activities in your database to which that Type System Code is linked |
Activity SubType | All Activities in your database to which that SubType System Code is linked |
Season | All Activities in your database to which that Season System Code is linked regardless of Year |
SARuleMain_Tab1
Rules (SARuleMain_DataGrid)
The Rules Management DataGrid lists all the Rules Codes currently established in your system that you have permission to view. Scroll up/down to view the Rules 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 to add a Default Rule if desired.
Note: Rule Default Record Permissions determine whether or not you receive a Default Record Add pop-up message upon clicking Add Rule.
If you receive the pop-up message you have Permissions to add "Regular" Rule Records and Default Rule Records to your database. Expand the Drop-down list and make your selection:
- If you have a Default Rule(s) established in your database you may opt to use it if desired.
- If you do NOT have a Default Rule(s) established in your database VSI recommends choosing --New Blank Record-- as that option will create a new Rule.
If you do NOT receive the pop-up you do NOT have Permissions to add Default Rule Records to your database. You will be adding a new Rule Record only.
Rule Default Record Permissions are maintained on your Permissions profile • Default Record Permissions group. Default Rules are maintained in Rule Management.
Highlight/select an existing record and click Change to continue to the Rules Update screen to edit the selected Rule.
Highlight/select an existing record and click Delete to remove it from the database.
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: Multiple selection is allowed in this DataGrid.
Note: Access to this button is controlled via the Permissions profile: Buttons/Misc Permissions tab • SARuleMain_ButtonBulkChange.