Recent updates
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What are Follow-up Work Orders?
Updated onArticleFollow-up Work Orders are created from work orders that have a Checklist. This allows for inspectors to get corrective work done for checklist items in a few steps. Based of the inspectors' work program, the checklist results will determine what requires follow-up.
Additional Information Systems EAM User Tutorials EAM Parks Staff
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How to Book Labor in EAM
Updated onArticleBooking Labor tracks the number of hours employee has worked on for each work order’s activity.
Additional Information Systems EAM User Tutorials EAM Parks Staff
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How to use Work Order Templates
Updated onArticleAdding a Work Order Template
This process is to assist managers with their work management processes and returning a portion of their time. Managers have a 10-step process for managing work orders. The most time consuming part of the process is adding activities and the details that go with them (especially on multiple Work Orders). With the templates provided, their process has been reduced to four. As a result, maintenance managers can shift remaining time towards planning and other major projects.
Additional Information Systems EAM User Tutorials EAM Parks Staff
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Facility Rental Guidelines
Updated onArticleThese guidelines apply to all facility rentals by private individuals and groups unless otherwise noted in the Facility Information Sheet, or by exceptions approved by the Director or designee.
PARKS DIRECT User Manuals Global Sales Facility Reservations
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Complete a Community Connect Reservation
Updated onArticle- Open the client's account in Global Sales, using any method that works best for you. For this example, I will be using the "Household Number".
PARKS DIRECT User Manuals Global Sales Facility Reservations
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Setting up a Workstation to Scan Memberships
Updated onArticleOne benefit to PARKS DIRECT is that users can conduct business at a workstation while simultaneously scanning membership passes with an application that runs in the background. Because of PARKS DIRECT's ability to multitask, there is no need have a dedicated workstation for scanning memberships.
PARKS DIRECT User Manuals Global Sales Visit Processing
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Program Registrations with Fee Assistance
Updated onArticleOnce the completed application has been received and verified by the Facility Manager, an applicant who wishes to register for classes while their Fee Assistance Application is under review (with tickler text on the account) is allowed to do so at a price equal to 10% of the program’s full value. Leave the remaining balance account until the Fee Assistance application is processed and an award percentage is approved.
Parks Direct Policy & Procedures Financial Policies & Procedures Fee Assistance Manual
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Process a refund to a third-party billing account
Updated onArticleThis article describes how to process a cancellation when a third-party organization made the original payment. In these cases, all funds paid by the third party organization must be returned and should not be placed back on the client's PARKS DIRECT account.
Parks Direct Policy & Procedures General Policies Withdrawals & Refunds
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How to sell an auto bill standard pass membership
Updated onArticleTo sell a membership in installments, the membership must have "Auto Bill" in its Short Description. That's to say, PARKS DIRECT will automatically bill customers when their membership's next installment is due. Memberships with installment plans include but are not limited to:
- SAARC's Silver Fitness Pass
- SAARC's Gold Combo Pass
- SAARC's Adult Couple Pass
- SAARC's Family Combo Pass
PARKS DIRECT User Manuals Global Sales Passes
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Installment Billing - Credit Card
Updated onArticleChoosing the Installment Billing - Credit Card payment option allows customers to charge their debit or credit card once an installment payment is due. When registering a client for an offering that offers installment billing, the following prompt will open asking you to choose the customer's desired billing method.
PARKS DIRECT User Manuals Global Sales Payment