RecTrac 10.1 Reference Guide

RecTrac 10.1 Reference Guide
Enrolling a Child in a CYS Class from the Wait List
1 Go to Daily � CYS � CYS Waitlist Processing OR click the Wait List Processing hot button.
2 Enter the activity/section number for which you wish to process an enrollment from the wait list.
OR
Press the F9 key or right-click from within the field to select the appropriate activity/section from the picklist.
3 Click OK. You will continue to the Wait List Processing screen.
4 Select the wait list type from which you wish to process an enrollment from the wait list.
5 Highlight the child in the browser box for whom you wish to process an enrollment.
6 Click Enroll from Wait List. You will be prompted with a question that asks whether you wish to be removed
from the waitlist. Select either Yes or No. You will proceed to the Activity Registration screen.
7 The appropriate activity number will display as the default in the Actv No field.
To view the selected activity’s details, click Details.
To view a tickler linked to the selected activity, click the Tickler button (if it displays in red).
If this is a Provider class registration go to step 8. All other registrations continue to step 11.
8 Click Roster Note. You will continue to the Roster Note Update screen.
9 In the CYS Prog Type field enter or select the appropriate program type for this registration. This information is
required for the Provider Weekly Report to display the correct enrollment counts.
10 Click OK. You will return to the Activity Registration screen.
11 Click Select to add this activity registration to the Current Transaction Listing Browser Box.
12 If this is a CYS Center class you will continue to the Enrollment Start Date screen. Enter the first day on which
this child will attend class.
If this is a Provider class you will continue to the Attendance Times screen. Enter the days and times that you
want this enrollee to be enrolled in Provider care.
13 Click OK.
14 Click Payment to process the registration(s) listed in the Current Transaction Listing Browser Box. You will
proceed to the AR (Activity) Payment Update screen.
15 In the New Amt (Amount) Paid field, enter the current amount begin paid by the household. Press F1 for fieldlevel
Help as needed. The family will be charged a pro-rated fee for the CYS registration until the end of the
current month. At that time CYS installment billing will begin for this CYS registration.
16 Click Print to continue to the Device Selection screen where you can elect to preview and/or print the resulting
receipt.
Enrolling a Child in a CYS Class from the Wait List
1 Go to Daily � CYS � CYS Waitlist Processing OR click the Wait List Processing hot button.
2 Enter the activity/section number for which you wish to process an enrollment from the wait list.
OR
Press the F9 key or right-click from within the field to select the appropriate activity/section from the picklist.
3 Click OK. You will continue to the Wait List Processing screen.
4 Select the wait list type from which you wish to process an enrollment from the wait list.
5 Highlight the child in the browser box for whom you wish to process an enrollment.
6 Click Enroll from Wait List. You will be prompted with a question that asks whether you wish to be removed
from the waitlist. Select either Yes or No. You will proceed to the Activity Registration screen.
7 The appropriate activity number will display as the default in the Actv No field.
To view the selected activity’s details, click Details.
To view a tickler linked to the selected activity, click the Tickler button (if it displays in red).
If this is a Provider class registration go to step 8. All other registrations continue to step 11.
8 Click Roster Note. You will continue to the Roster Note Update screen.
9 In the CYS Prog Type field enter or select the appropriate program type for this registration. This information is
required for the Provider Weekly Report to display the correct enrollment counts.
Vermont Systems, Inc. 273 06/09/08