RecTrac 10.1 Reference Guide

RecTrac 10.1 Reference Guide
12 Complete all other fields or leave their default settings. Press F1 for field-level Help as needed.
13 Click Done. You will proceed to the household’s Family Member Listing screen.
14 Click Exit to the Main Menu screen.
Adding a Family Member to a Household
The following steps assume that you have already added to your database the household to
which you wish to add a new family member.
1 Click the Household Maintenance hot button.
OR
Go to Files � Activity � Household Maintenance
OR
Go to Files � Pass � Household Maintenance.
You will proceed to the H/H Update Household Selection screen.
2 In the Lookup field, type all or part of the household’s last name and press the Enter key.
OR
Leave the Lookup field blank and press the Enter key.
You will proceed to the Household Listing screen.
3 Highlight the household to which you wish to add a family member.
Quick Tip: Type the first few letters of the last name for which you are searching to proceed to the
household(s) that start with those letters.
4 Click Select or press the Enter key. You will proceed to the Household Core Information screen.
5 Click Members.
6 You will proceed to the household’s Family Member Listing screen. Click Add. You will proceed to the Family
Member Update screen.
7 In the Name field, enter the first name. The last name that you entered on the Household Core Information
screen will already by entered.
8 Complete all other fields or leave their default settings. Press F1 for field-level Help as needed.
9 Click Done. You will return to the household’s Family Member Listing screen where the newly added family
member will be listed in the browser box.
10 Click Exit to return to the Main Menu screen.
Adding Emergency Contacts to a Household
The following steps assume that you have already added a household to your database to which
you wish to add a new emergency contact.
1 Go to Files � Activity � Household Maintenance. You will proceed to the Activity H/H Update Household
Selection screen.
2 In the Lookup field, type all or part of the household's last name and press the Enter key
OR
Leave the Lookup field blank and press the Enter key.
You will proceed to the Household Listing screen.
3 Highlight the household to which you wish to add a family member.
Quick Tip: Type the first few letters of the last name for which you are searching to proceed to the household(s) that
start with those letters.
4 Click Select or press the Enter key. You will proceed to the Household Core Information screen.
5 Click on the Emerg/Misc Info radio set on the top of the screen. You will proceed to the Household Maintenance –
Emerg/Misc Information screen.
6 Click Add Em. You will continue to the Emergency Contact Update screen.
7 Enter the order in which you would like this emergency contact to be contacted. For example, 1 = contact first, 2
= contact second, etc.
Vermont Systems, Inc. 25 06/09/08