RecTrac 10.1 Reference Guide

Reference Guide RecTrac 10.1
Linking a Staff Cred/Evaluation Code to a Staff Member
The following steps assume that:
• You have already set up your staff member codes using the Staff Member Code Maintenance program.
• You have already set up your staff cred/evaluation codes using the CYS Staff Cred/Evaluation code
Maintenance program.
1 Go to Files � CYS � CYS Staff Module.
2 Highlight the staff member to whom you wish to link a certification.
3 Click Credential/Eval. You will continue to the Credential/Evaluations screen.
4 Click Add.
5 Highlight the credential code(s) you want to add. Hold down the Control key to select more than one credential
code. Click OK.
6 In the Credential Date field, enter the date on which the staff member received this certification.
OR
Press the F9 key or right-click from within the field to select the appropriate date from the calendar.
7 In the Due Date field, enter or select the next due date for this credential/evaluation.
8 Enter any applicable credential/evaluation comments in the Details box.
9 Click Save.
10 Repeat steps 4–9 for each certification that you wish to link to this staff member’s record.
11 Click