RecTrac 10.1 Reference Guide

Reference Guide RecTrac 10.1
7 When you have finished adding codes, click Exit.
Setting Up a Waitlist Priority Code
1 Go to Files � CYS � CYS HH/Program Maintenance � CYS Wait List Priority Maint.
2 Click Add. You will continue to the Waitlist Priority Code - Core Information screen.
3 Enter a Waitlist Priority code consisting of eight or fewer alphanumeric characters.
4 Click Next. Enter a Description to accompany the Waitlist Priority code.
5 In the Priority field, enter a priority number.
6 Click Done. You will return to the Waitlist Priority Code Maintenance screen.
7 Repeat steps 2–6 for every Waitlist Priority Code that you wish to add to the system.
8 When you have finished adding codes, click Exit.
Setting Up a Military Branch Code
1 Go to Files � CYS � CYS HH/Program Maintenance � CYS Military Branch Maintenance.
2 Click Add. You will continue to the CYS Military Branch Code - Core Information screen.
3 Enter a CYS Military Branch code consisting of eight or fewer alphanumeric characters.
4 Click Next. Enter a Description to accompany the Military Branch code.
5 Click Done. You will return to the Military Branch Code Maintenance screen.
6 Repeat steps 2–5 for every CYS Military Branch Code that you wish to add to the system.
7 When you have finished adding codes, click Exit.
Linking a CYS Military Branch Code to a Sponsor and/or Spouse
The following steps assume that:
• You have already set up military branch codes using the Military Branch 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 Lookup screen. Type in the name of the household or Family Member
and press Enter. You will proceed to the Family Member Listing screen.
3 Highlight the household of the family member to which you wish to link a military branch code. Click Select. You
will proceed to the Household Maintenance/Sponsor Info screen.
4 In the Branch field, press the F9 key or right-click from within the field to select the appropriate military branch
code from the picklist.
5 Click the Spouse Info radial dial, located at the top of the screen.
6 If a Spouse exists and if the Spouse is affiliated with the Military, repeat Step 4 above. If there is no Spouse or if
the Spouse is not in the Military, you may skip this step.
7 Click Done. You will proceed to the Activity Household Lookup screen.
8 Click Exit.
Time Saver Note: Right-click or press F9 in the Mil Rank field to make your selection. Doing this will fill in the
following fields automatically: Branch, Mil Grade and Mil Rank.
Setting Up a Military Rank and Grade Code
1 Go to Files � CYS � CYS HH/Program Maintenance � CYS Military Grade/Rank Maint.
2 Click Add. You will continue to the Military Rank Code - Core Information screen.
3 Press the F9 key or right-click from within the field to select the appropriate branch of the military from the picklist.
4 Enter a Grade.
5 Enter a Rank code consisting of eight or fewer alphanumeric characters.
6/9/2008 114 Vermont Systems, Inc.