RecTrac 10.1 Reference Guide

Reference Guide RecTrac 10.1
Setting Up a National Origin Code
1 Go to Files � CYS � CYS HH/Program Maintenance � CYS Ethnicity Maintenance.
2 Click Add. You will continue to the Ethnicity Code - Core Information screen.
3 Enter an Ethnicity code consisting of eight or fewer alphanumeric characters.
4 Click Next. Enter a Description to accompany the Ethnicity code.
5 Click Done. You will return to the Ethnicity Code Maintenance screen.
6 Repeat steps 2–5 for every Ethnicity Code that you wish to add to the system.
7 When you have finished adding codes, click Exit.
Linking a National Origin to a Family Member
The following steps assume that:
• You have already set up national origin codes using the National Origin Code Maintenance program.
• You have already set up your households and family members using the Household and Family Member
Maintenance programs.
1 Go to Files � Activity � Household Maintenance.
2 You will proceed to the Activity Household Selection screen. Click Sponsor Name to proceed to the Household
Listing screen.
3 Highlight the household of the family member to which you wish to link an ethnicity code. Click Select. You will
proceed to the Household Maintenance screen.
4 Click Members. You will proceed to the Family Listing screen. Select a family member and click Change.
5 In the Ethnicity field, press the F9 key or right-click from within the field to select the appropriate national origin
from the picklist.
6 Click Done. You will return to the Family Listing screen.
7 Click Exit.
Setting Up a CYS Program Type
1 Go to Files � CYS � CYS HH/Program Maintenance � CYS Program Type Maintenance.
2 Click Add. You will continue to the Program Type Code - Core Information screen.
3 Enter a Program Type code consisting of eight or fewer alphanumeric characters.
4 Click Next. Enter a Description to accompany the Program Type code.
5 Select the Include on Web Search for Care option if you want to include this program in the WebTrac Search
for Care process.
6 If you selected to include this code in the Web Search for Care process, enter the text that you wish to
accompany this option. Press Shift + F7 to spell check the text entered in this field.
7 Click Done. You will return to the Program Type Code Maintenance screen.
8 Repeat steps 2–7 for every Program Type Code that you wish to add to the system.
9 When you have finished adding codes, click Exit.
Linking a Program to a Staff Member
The following steps assume that:
• You have already set up your Staff Members using the CYS Staff Maintenance program.
• You have already set up your programs using the Activity Maintenance program.
1 Go to Files � CYS � CYS Staff Module.
2 You will proceed to the CYS Staff Maintenance screen. Highlight the staff member to which you wish to link a
program.
3 Click Assignments. You will proceed to the Linked Program screen.
4 Click Add. Notice that the fields at the bottom of the screen are now available for data entry.
6/9/2008 112 Vermont Systems, Inc.