Recording+On-site+Consultation+in+ProTraxx

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 * __Capturing On-site Consultation to Schools In ProTraxx__**


 * Log on to [|www.protraxx.com] and sign on using your iProgram identification.
 * Select “Search Activity”
 * Type “OIT: On-Site” as the activity name for your search
 * Select “Search”
 * The two listings (half-day and full-day) will populate
 * Select half-day or full day Activity
 * Select your Borough Activity Class as indicated in the Sub Title
 * Select “Create Enrollment”
 * Enter participant’s last name
 * Note: If they are not in ProTraxx, you will walk them through creating their enrollment at the school.
 * Select “Search Existing Participants”
 * Check “Enroll” next to participant’s “Name”
 * Click “Enroll”
 * Do not “Confirm Enrollment with Email” as the date will confuse contacts
 * If consultation does not occur, “Delete Enrollment”
 * At the end of the year, record attendance

Monthly report will capture this information. The following is a suggested reporting mechanism:

http://spreadsheets.google.com/ccc?key=pCHPKz2nLGf0M7QUovACzYg&hl=en
 * iLEAD Consultation Form (OIT ILead Form to be used for future iLead Consultation visits)**
 * **DATE** || **Full or Half Day** || **DBN** || **School Contact** || **Title/ Role** || **School Status/ Rating** || **Goals & Objectives** || **Follow Up** || **Date** ||