The list method is our new, often faster way to mark passes. If you have not created dates for the new year (step 1: CREATE DATE RECORDS), a message will display to the right of the List Mark button.
Selecting Passes & Dates to Mark
In this first table of options, you will choose the passes you want to mark, the days you want to mark, and if you want to show a list of the pass dates ready to be changed. Whether you view the pass dates or not, changes wil be made after you select options in the New Values Template and apply the changes.
- Pass(es) to Update - select the pass you want to mark. You can also select ALL PASSES to make a global change.
- Date(s) to Update - Next, select the Type of Date that you are working with. You can select ALL YEAR, ONE DAY, a DAY of the Week or a Month of the Year.
- Holidays - If you want to edit the information for a major holiday, you can select from this list and it will fill in the Particular Date field.
- Particular Date - If you have selected a Date Type of ONE DAY, you need to fill in that particular date.
- HIDE or SHOW LIST - There are two reasons to SHOW the list of records that you have selected. First, you can check any changes you have made. Second, there is a button at the right of each row which will let you apply the values in the NEW VALUES TEMPLATE to just one date. On the other hand, if you have 10 passes and you select ALL PASSES and ALL YEAR you might you will have 10 x 365 = 3,650 records to display which will work but will take a little time. Typically, you should make your group changes (e.g. CLOSED on MONDAYS) without displaying the list and then show the list at the end to check your work.
New Values Template
- Status - AVAIL(able), CLOSED, HIDE, or NONE.
- Max Number - The number of the selected pass available on a particular date.
- Current Number - This is the number of reservation that exist in the system for this pass on this date. This value will show up in some of the displays on this Marking page but it is not a value that you can set. Rather, it is determined by counting the actual number of reservation records.
- Block Before - If you want to keep other patrons from borrowing passes on the day (or days) before a reservation, you can enter a non-zero number in this field and TixKeeper will create dummy, "AUTO-BLOCK" reservations which will serve as a placeholder in the system.
- Block After - Same deal as Before, only After...
- Prepare to Apply Template and Show List (if selected) - a ridiculously long button name but fairly self explanatory. We say, "Prepare to Apply" because you get a chance to confirm the parameters used when applying template values to a group of dates.
Special Pass Marking
- Pass Pool (PP) - If you select a STATUS of PP-n it will instruct TixKeeper to do a special kind of marking.
This is done for those cases where you might have 5 passes to give out during a week. If your organization offers it, a good example is the Providence Children's Museum pass. You can give them out on any day that week but when they're gone, they're gone. TixKeeper handles this by automatically adding blocking records on the rest of the days of the week whenever a reservation is made.
So, for example, say that you have 5 passes to give out anytime between a Sunday and the following Saturday. As described above you would want to edit the Sunday record so that you blocked 0 days before but 6 days after. On Monday you would block 1 day before and 5 days after and so on.
To avoid editing and marking each of those days, you can select a specific pass, the first day of the week (SUNDAY), and then select PP-7 as the status and enter 5 as the number of passes. When you click on "Prepare..." and then "Apply Template NOW", TixKeeper will do the rest.
Confirmation Step
- Check Parameters - Look at the yellow row and make sure that what you are about to do is correct.
- Apply Template Now - If it is click on this button.
- Adjust Passes/Dates/Template - If it's not, click here to change things.
Direct Link =
www.answerkeeper.com/tk_mark_new
The list method is our new, often faster way to mark passes. If you have not created dates for the new year (step 1: CREATE DATE RECORDS), a message will display to the right of the List Mark button.
Selecting Passes & Dates to Mark
In this first table of options, you will choose the passes you want to mark, the days you want to mark, and if you want to show a list of the pass dates ready to be changed. Whether you view the pass dates or not, changes wil be made after you select options in the New Values Template and apply the changes.
- Pass(es) to Update - select the pass you want to mark. You can also select ALL PASSES to make a global change.
- Date(s) to Update - Next, select the Type of Date that you are working with. You can select ALL YEAR, ONE DAY, a DAY of the Week or a Month of the Year.
- Holidays - If you want to edit the information for a major holiday, you can select from this list and it will fill in the Particular Date field.
- Particular Date - If you have selected a Date Type of ONE DAY, you need to fill in that particular date.
- HIDE or SHOW LIST - There are two reasons to SHOW the list of records that you have selected. First, you can check any changes you have made. Second, there is a button at the right of each row which will let you apply the values in the NEW VALUES TEMPLATE to just one date. On the other hand, if you have 10 passes and you select ALL PASSES and ALL YEAR you might you will have 10 x 365 = 3,650 records to display which will work but will take a little time. Typically, you should make your group changes (e.g. CLOSED on MONDAYS) without displaying the list and then show the list at the end to check your work.
New Values Template
- Status - AVAIL(able), CLOSED, HIDE, or NONE.
- Max Number - The number of the selected pass available on a particular date.
- Current Number - This is the number of reservation that exist in the system for this pass on this date. This value will show up in some of the displays on this Marking page but it is not a value that you can set. Rather, it is determined by counting the actual number of reservation records.
- Block Before - If you want to keep other patrons from borrowing passes on the day (or days) before a reservation, you can enter a non-zero number in this field and TixKeeper will create dummy, "AUTO-BLOCK" reservations which will serve as a placeholder in the system.
- Block After - Same deal as Before, only After...
- Prepare to Apply Template and Show List (if selected) - a ridiculously long button name but fairly self explanatory. We say, "Prepare to Apply" because you get a chance to confirm the parameters used when applying template values to a group of dates.
Special Pass Marking
- Pass Pool (PP) - If you select a STATUS of PP-n it will instruct TixKeeper to do a special kind of marking.
This is done for those cases where you might have 5 passes to give out during a week. If your organization offers it, a good example is the Providence Children's Museum pass. You can give them out on any day that week but when they're gone, they're gone. TixKeeper handles this by automatically adding blocking records on the rest of the days of the week whenever a reservation is made.
So, for example, say that you have 5 passes to give out anytime between a Sunday and the following Saturday. As described above you would want to edit the Sunday record so that you blocked 0 days before but 6 days after. On Monday you would block 1 day before and 5 days after and so on.
To avoid editing and marking each of those days, you can select a specific pass, the first day of the week (SUNDAY), and then select PP-7 as the status and enter 5 as the number of passes. When you click on "Prepare..." and then "Apply Template NOW", TixKeeper will do the rest.
Confirmation Step
- Check Parameters - Look at the yellow row and make sure that what you are about to do is correct.
- Apply Template Now - If it is click on this button.
- Adjust Passes/Dates/Template - If it's not, click here to change things.
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Direct Link =
www.answerkeeper.com/tk_mark_new