If a facility is taking customers outside the agency that is a non M-NCPPC property it's called a trip. Use this article as a guidance and support tool to assist the programmer with any concerns.
In order to create the trip start from the home screen in PARKS DIRECT by selecting Management, Trip Management, and Trip Management
You will need to reference the Trip Code Cheat Sheet in Screensteps. This chart is used in order to properly format a new trip. A trip is formatted into two sections, facility acronym and date.
- Facility Acronym is the beginning portion of trip code. A trip code starts with the facility's or office's acronym that's offering the trip. After the acronym there is a dash ( - ).
- Date is the trip code's date portion when a trip takes place, and its format is the four-digit year, two-digit month, and two-digit day (YYYYMMDD).
- If MULTIPLE TRIPS are leaving on the same date from the same location or facility, you'll need a way to tell them apart. For these situations, use the optional dash and identifier letter at the end of a trip code's date. The identifier helps differentiate trip codes that share the same facility acronym and date.
To create a trip select Add button from the Trip Management screen
Default Record Add screen will appear, select Continue
This will populate Trip Update screen. Begin by entering the new trip code. The long description & short description will be the title of the trip. The Trip Type is used to distinguish the age category (Adults, Mixed-Ages, Seniors, and Teens).
Note: The Trip Type will change depending on the trip being created.
Then click "WebTrac Settings" to expand the settings frame.
Type keywords and phrases for your trip into the Keyword Search text field. Separate keywords and phrases with a comma. Add as many keywords or phrases as you'd like.
Please at least add the trip code as a keyword so that trips can be easily located using WebTrac.
If you're unsure what you should enter into the boxes, move your cursor onto the information icon above the box (the "i" with the circle around it). If your screen doesn't have the "i" with the circle around it you'll need to enable this feature in PARKS DIRECT. Select the "Support" icon on the bottom-left corner. Then click the "Enable In-App Help" switch.
The Fees tab is where you will enter your section's prices and choose where the section's revenue will be allocated.
Enter your section’s cost center or your accounting unit in the WildCard Cost Center box. You can select the icon to the right of the box for a list of cost centers.
Select Link Set near the bottom right, then Link Set As Template on the dropdown menu.
Enter trip in the Description box, then choose Template -Trip Registration Fees > Create Set Template.
Select the new fee with the description Registration Fee from the list. Then select Change > Change Fee.
Enter the section's price in the Amount Box. Then select Save.
You don’t need to enter a non-resident or impact area fee. PARKS DIRECT will automatically calculate a non-resident and/or impact area fee for your section.
Go here for more on Park and Recreation's policy on residency pricing.
The Rules tab is where programmers set their section's age range.
Select the Rules tab on the top of the Trip Update window.
At the bottom of the window, select Link Set > Link Set As Template on the dropdown menu.
Enter age in the Description box. Next, press Enter on your keyboard.
Select Age Range - General then Create Set Template.
Select the age rule with the description Age Range. Then Change > Change Rule on the new window.
Select the age criteria, then Change.
Enter your section's age range in the Begin Age and End Age boxes. Then select Save.
Ages in the End Age box need to end with .99 if you want everyone who’s that age to be eligible for your section.
PARKS DIRECT is very precise when it comes to ages. For example, if a section’s End Age is 60, someone who just turned 60 will be eligible, but someone who’s technically 60 years and 11 months old (60.92) will be blocked from joining. However, if the section’s End Age is 60.99, the same 60 year-and-11-month-old will be eligible because they’re within the age range.
- 18 - 60.99 includes ages between 18 and 60
- 18 - 60 includes ages between 18 and anyone who just turned 60
For more information about age ranges, go to this article.
Email Features tab is for programmers to set up automatic notifications about changes to their section.
Select the Email Features tab on the top of the window, then select Add on the bottom-left corner.
Select the Transaction Types box and check the transaction's checkboxes that you want PARKS DIRECT to automatically notify you about via email.
Cancellation - emails you when someone withdraws from your section.
Cancellation With Waitlist - emails you when someone withdraws from your section that has a waitlist.
Enrollment - emails you when someone joins your section.
Full Enrollment - emails you when your section is full.
Minimum Count Reached - emails you when your section reaches minimum enrollment (set in the section’s Core tab).
Waitlist Enrollment - emails you when someone joins your section’s waitlist.
In the Free From Contact List box, enter the email you want PARKS DIRECT to send the notifications. Then select Save.
Programmers use the Comments tab is to input the section's description.
- Select the Comment tab on the top of the Trip Update window.
- Enter Brochure Text
- Select Save when you’re finished.
- If you see the icon with an exclamation mark (pictured below), you need to enter more information.
Keep in mind
Brochure Code - appears in the Your Guide (brochure codes are predetermined. However, you can add more information by entering text into the Brochure Text box).
Comment Code - prints on clients’ receipt.
Tickler Code - appears before a transaction. Tickler codes are for re-enforcing a message, for example, a dress code or class-specific supplies.
If you want to allow drop-ins for your section, please go to this article on creating drop-ins.
Select Save at the bottom of the Trip Update window if you haven't done so already.
Double-check the section datagrid to make sure that your new section is listed.
Close the Trip Management window. Move your cursor over the window's tab to reveal the close button (X). Finally, select the X on the right.
You have to close Trip Management every time you create a new section. In other words, you have to close Trip Management so you are not "locked in" to an trip.
Once Trip Management is closed, you must select an activity on the Trip Management datagrid. Then open a new Trip Management window for creating a new section. When you start creating a new trip, add trip information to the core tab, fees tab, rules tab, email feature, and comment tab, as shown in the steps above.
The new section must have a sufficient amount of information before you can create it. If you see the icon pictured below, you need to enter more information.
