Rice Lake TransAct 1.0 User Manual

Page 51

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4 7

Setting Up TransAct

Click New to create a new permit.

To enter a permit:

Every permit must have a Permit Number and Name. The permit must
also be attached to a Customer Account. The Permit Number cannot be
larger than 999999999 (9 numeric characters). The Name cannot be
longer then 40 alpha/numeric characters. Select the Customer Account
the permit is attached to by clicking on the single down arrow to the
right of the Customer Account field. Point and click to select the
desired Customer Account.

The address, driver’s license, and memo fields are optional. When
entering a driver’s license, the first character must be a letter. Forty
characters of text is provided for the Memo field.

Record a permit issue date and expiration date in the issue and expira-
tion date fields.

To select a date, use the Tab key until the box is highlighted and enter
the date using the keyboard. Or click the calendar button to the right of
the date boxes. When the calendar opens, click the single down arrow
next to the current month to select a different month, and the left/right
arrows to select the year. Click on the day of the month the permit is
being issued or set to expire. Click on the calendar button again to
close the calendar window and display the selected date.

Calendar

Use the Status field to manually set a permit to be valid or invalid.
When a permit expires or is invalid, the system will warn the operator
at the time a transaction is started. Only a system administrator or
supervisor will be able to renew or validate the permit.

Click Save to save a permit.

If any changes have been made and not saved, a warning appears when
trying to continue.

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