RecDesk Director Online Help

Program and Registration Related FAQs

 

How do I copy (clone) a Program?

 
You can copy/clone a Program to create a new on. It will copy all Program attributes (including Fees plus Custom Questions) but will not copy over schedule or roster information. Heres' how to do it.
 
  1. Select the Program from the Program List page
  2. Put the Program into Edit Mode by clicking on the Edit button on the top-right, just below the tab.
  3. Click on the Create New Program Exactly Like This One button
  4. Change any attributes that need changing and click Save
 
 

How do I transfer someone from one Program to another?

 
  1. Go to the Program where the person is Registered and click on the Roster tab
  2. Put the Roster into Edit Mode by clicking on the Edit button on the top-right, just below the tab.
  3. Each entry on the Roster will now have an Edit button to the right-most side of the row. Click the button.
  4. Select the Transfer to another program button at the bottom-right
  5. A drop down list of active Programs will appear. Select the appropriate Program and click OK.
 
 

How do I switch a registration from one family member to another?

 
  1. Go to the Program where the person is Registered and click on the Roster tab
  2. Put the Roster into Edit Mode by clicking on the Edit button on the top-right, just below the tab.
  3. Each entry on the Roster will now have an Edit button to the right-most side of the row. Click the button.
  4. Select the desired family member from the Family Member drop down list and click Save.
 
 

How do I cancel a Program Registration?

 
  1. Go to the Program where the person is Registered and click on the Roster tab
  2. Put the Roster into Edit Mode by clicking on the Edit button on the top-right, just below the tab.
  3. Each entry on the Roster will now have a Remove button to the right-most side of the row. Click the button.
  4. Be sure to click through to the Invoice link after cancelling the registration to issue a refund.
 
 

How do I update responses to Custom Questions on registrations?

 
  1. Go to the Program where the person is Registered and click on the Roster tab
  2. Put the Roster into Edit Mode by clicking on the Edit button on the top-right, just below the tab.
  3. Each entry on the Roster will now have an Edit button to the right-most side of the row. Click the button.
  4. Update the Custom Question answers as appropriate and click Save.
 
 

How do I add a hyperlink to a Program Note?

 
1. Open the webpage to which you'd like to link. If the page is not online, upload it to your Forms & Documents page of your RecDesk Community portal (see Uploading Documents) and click on it to view it.
2. Open RecDesk Director in another window/tab of your browser, and Edit the program.
3. In the Program Notes field, type all the words up to where you want the hyperlink placed.
4. Then, add this computer code, replacing the bold formatted parts accordingly:
 
<a href="http://org.recdesk.com/recdeskportal......pdf" style="color:red;text-decoration:underline" target="_new">Handbook</a>
 
where
http://org.recdesk.com/recdeskportal......pdf is the Url of the page you'd like to link to (you can get this by clicking on the tab of your browser where the page is displayed, highlighting and copying the url to the clipboard (Url is in the address bar and starts http));
• color:red is the color of the text;
• text-decoration:underline underlines the text;
• target="_new" opens the hyperlink in a new window;
• and Handbook is the text you click on to link to that webpage.
 
5. Be sure to click Save.