RecTrac 10.1 Reference Guide

RecTrac 10.1 Reference Guide
3 Click Change. You will proceed to the Pass Type Maintenance – Core Information screen.
4 Select the CYS radio set at the top of the screen
OR
Click Next four times to continue to the CYS Features screen.
5 Review the entries on this screen and compare these to the hourly care fees that you expected. Make changes
as needed. Press F1 for additional field-level Help if needed.
6 Click Done to save your changes and return to the Pass Type Maintenance screen.
7 Repeat steps 2–6 for each Pass Type for which you wish to review the selected hourly care fee entries.
8 Click Exit.
Deleting Wait List Entries that are Not Linked to Household Records
The CYS Missing H/H Waitlist Purge program allows you to delete waitlist records that are not
linked to households. Running this program on a consistent basis will ensure that your waitlists
contain valid data.
1 Go to Utilities � CYS � Waitlist Missing HH Purge.
2 Select the labeled Purge CYMS Waitlist Records without Households option.
3 Click Process. The system will begin deleting the appropriate wait list entries.
4 Click Exit.
Hourly Care No Show Fees Are Not Being Generated As Expected
1 Go to Files � System � Device Maintenance.
2 Select the Visit device linked to the currently logged in user/menu group/workstation/defaults.
3 Click Change.
4 Make sure the Check for Court/CYMS Reservations option is selected.
5 Click Exit.
6 Go to Daily � CYS � CYS Reserv No Show Fee Posting.
7 Enter the location and dates that you wish to process.
8 Change other fields or leave the default settings. Press F1 for field-level Help as needed.
9 Click Journal Only to check the No Show Fee generation information before posting.
10 If all of the information listed is correct, click Post.
Initializing Renewal Dates on Wait List Entries
The CYMS Waitlist Bulk Renewal Init program allows you to reset the renewal date for a selected
range of waitlist entries. It would be helpful to run this report if you renewed all of your waitlist
entries on the same day.
See Also: Renewing Wait List Entries
1 Go to Utilities � CYS � Waitlist Bulk Renewal Initialize.
2 Select the wait list type(s) for which you wish to reset the renewal date.
3 In the Date to Use field, enter the renewal date that you want to link to the selected grouping of waitlist types.
4 Click Process.
5 When the initialization process is complete, click Exit.
Vermont Systems, Inc. 449 06/09/08