Main Menu(Edit)

• SSNs - You don't have to type the dashes
• Search by Last Name - Ft. Drum is the only station that uses all caps, so you can easily distinguish our applicants in the search results.

Add Applicant(Edit)

• AppRec: the date of the ERB ("BRIEF DATE" top left) or Volunteer Statement (top right).
• RCT: Recruiter. Absolutely has to be our ID ("CLARK2 - Fort Drum") or else we will get locked out of the record and have to ask for a transfer.

• Name: In all upper-case (See above for why. You can just leave caps lock on the whole time).
• Rank: The default is CSM, so you'll (probably) change it every time.

• Unit: Will be on the volunteer statement or the "Assignment Information" on Section IX of the ERB.

• State/Zip: Of the applicant's unit (Probably NY and 13603)
• Duty/Home/Cell Phone: Be sure to get at least two phone numbers. There is a glitch (as of 2010) where only the first two fields (Duty and Home #s) print on the report. You'll probably want to use the Home blank for the Cell, so you can get ahold of guys when you are calling everyone on the report.

• Race: Section IV of ERB, under "Sex/Race"

• DEROS: Skip it.
• Want: Read the Volunteer Statement's 1st preference.
• Source: Doesn't matter, leave as-is.
• FY: Current Year

(At this point, either hit Enter (or click [Update Applicant] if you want to do it the slow way)

Second Page(Edit)

Click the [>] button to go to the additional details page.

• MOS: From ERB's top line, "PMOS"
• RGR (Ranger), ABN (Airborne), and PLC (Primary Leader Course (WLC)): From Section VI of ERB, "Military Education".

• Security: True or False, from Section II of ERB, "PSI Status".
• Education: Section VII of ERB, "Level Completed" (HSD = High School Diploma)
• TIS: This one's weird. Take Section II of ERB, "BASD", in YYMM format. Just YYMM, nothing else.
• TOS: Skip it.
• Marital Status: Section IV of ERB.
• No. Dep: Add adults + children from Section IV of ERB.

• dobYear: From Section IV of ERB.
• Scores, these are different for SFAR and ERB. GT=GT, EL=ELEC, SC=COMMO ("Standard Commo"), CO=CMBT, FA=FA, ST=TECH ("Standard Technical")

• DLAB, PT, ...this whole line: Skip it.

• BCT: If their unit is in a BCT, put the number, otherwise, skip it.
• BNCOC: From Section VI of ERB.
• Citizen: This one's easy to overlook. It's probably a "T", and you can check by looking at Section IV of ERB under "Country of Citz" or "Birthplace".
• EPSQ and TABE: Skip

• Re-enlist: Section III of ERB, under "Reenl Elig/Prohib", usually it's "10".

Click [<] (don't waste your time with [Update Applicant])

Other Stuff(Edit)

Speed tip: Don't wait on the application on these screens. Just click your next pop-up while the previous is saving.

• Physicals: Do "Add Physical" if they already have one.
• Waviers: Don't mess with this if you're an OJT, let the recruiters do it.
• Documents: You should always have the Volunteer Statement and ERB. Get the dates off of both (for the ERB it's the very top-left date, "BRIEF DATE").

• Add Activity: Click once, pick the most recent date of any contact (usually the ERB or Vol. Statement), and then enter the line: "NEEDS PHYS/APFT/FI/OUTBRIEF (JC)" (Unless, of course, if they have a physical already then you don't have to enter it. FI = "Flight Itinerary").

• SFAS School: "Add School". The only thing you need to do here is pick the SFAS Class. Which one you choose will depend on the person and circumstances.

Click [Main Menu] to go back to the start and Add/Update another Applicant.