RecTrac 10.1 Reference Guide

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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
RecTrac 10.1 Reference Guide 8 In the Action Reason field press the F9 key or right-click to select the reason that this administrative action was taken. 9 Enter all applicable details/comments in the Details box. 10 Click Save. 11 Repeat steps 4–10 for each administrative action code that you wish to link to this staff member’s record. 12 Click
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