Recreatex documentation

Information about the main site. Double-click to access the detail screen, and modify the record.

Details that can be updated – Address, contact information, bank account information.

The Division tab shows all Divisions currently created, and where new Divisions can be added. Double-click to access the individual Division record.

Here details of the Division such as Address, contact information can be modified. This is also the section where membership cards can be created, viewed and exported. This is generally something that GANTNER will carry out for you.

The Cards tab shows all the card numbers that have been created. This is useful to check if you have a card that will not scan – you can check that the number exists and has the correct card type (description) assigned.

Cards (batch)
Export cards
Cards (manually)*
Generate (batch)*	Use this function to generate a batch of cards with random card numbers and save the cards in your database. A list of card numbers is exported (.CSV file) and can be used to print the physical cards. Type: Select card type definition. To be able to select a card definition here, the Card number generation setting for the card definition must be set to option None, use the next, free existing card. Further, the card definition can be configured with or without a prefix. Wichtig Has cust. code and Has project code needs to be unchecked for both, Parsing Recreatex and Parsing access control. Company code and Division code Anmerkung The card number will contain both codes, which will be used to differentiate between division/company. Pattern: Digits or alphanumeric (higher level of security) Administrative number: An option to generate a (sequential) administrative number for each card number. Administrative numbers are linked to the actual card numbers in the background and can be used as secondary numbers to be printed on the physical cards. They are more user-friendly and easier to handle (e.g. when passing the number via phone) but cannot be (mis)used to get access. The administrative numbers are stored next to the card numbers in a separate column and are recognized in all card look-up boxes throughout the Recreatex backoffice application, making searching more convenient. Number series: Define a series (with or without a prefix) that will be used to generate the administrative numbers, starting from the last generated number. Export prefix in csv card number: Selected by default If selected, the prefix will be added to the generated card number in the CSV export file. If not selected, only the card number will be exported in the CSV export file. Count: Fill in the number of cards you want to generate Click Generate to start the card creation. You will be asked to save the CSV export file.

*Function only available when the SydAdmin application is run as Administrator.

This is a quick overview of all users and the divisions they are allowed to access. You can also change the access here, simply by ticking or un-ticking the relevant divisions.

In this window, you can determine to which program group the screens in Recreatex belong.

The button Initialise will reset all program groups to their default settings. Do not use without consulting GANTNER.

This is a quick view of the security groups – what rights those groups have, and which users are in which group. You can modify the existing groups and also add new groups from here.

Clicking on each group will change the user section, and flag which users are a part of that group. You can change the group of the user hereby highlighting the relevant group and ticking/un-ticking the user.

The Application rights tab shows what control the user group has for the different program groups (see Security program groups).

To change the access right, highlight the appropriate levels, and choose either Complete (Full control), Read only or No access.

The Menu structure tab shows you what modules can be seen by each user group.

To restrict the use of a module, or section of a module, untick the relevant option. That option is then greyed out in the Recreatex menu.

Dashboard

In order for the user to login to Recreatex and see a dashboard style screen, the dashboard must be set up on the security group.

Double click on the security group to bring this menu. Tick Use dashboard then click on the Dashboard button to access the design.

The Title settings tab will allow you to set the look of the dashboard – colours, fonts and a background image for the whole page.

On the tab Menu structure, you can decide which modules, or parts of modules can be accessed by the user.

First, create an icon at the top of the page, by right clicking in the icon bar, and choosing Add Menu, e.g. Reports.

Next, choose from the Menu structure what should be accessible on the dashboard when the icon Reports is selected. The items can be dragged and dropped into place.

A different visualisation of the same data as in Security program groups.

These are messages that are seen in Recreatex when processing certain things, such as swiping membership cards. This is generally for use by Syx, but you can amend the description of the messages, should they not be clear.

For use by GANTNER, however, you can amend the body of the error message should you need to.

There are a number of plug-ins that are available for Recreatex, and this is where they are managed by your GANTNER Implementation Team or the Helpdesk.

Enter the following details:

For Office/Outlook 365 this will usually be https://outlook.office365.com/EWS/Exchange.asmx. You can test your credentials at the given link. When you browse to the link you have entered, you will see a pop-up asking for your credentials.

You can set system-wide mandatory fields here, by flagging the field you want to ensure is completed. This should be done in conjunction with your GANTNER Implementation Team. There are default mandatory fields already set across the system, this can be used to set anything specific you require.

The mandatory fields for Customer records should be set in Recreatex per Customer Group, as you may require different fields for these groups.

Should you wish to validate the data entered into certain fields, then this is carried out here. The format for an email address, for example, can be detailed, also whether a field should be case sensitive.

In the column FieldExpression you can use so-called regular expressions.

This section details how many users you can have in each module – and how many users are currently active. This can be useful if you find you are unable to login to Recreatex.

Expanding the module where there are active users will show you who is logged in, and on which workstation.