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Info

This process will show how to assign and update Nextsteps checklists

Saving a List of IDs:

  1. Save lists of IDs as  

separate txt. files for different class levels

  1. a list of IDs as a CSV (Comma delimited) file to assign a checklist for  

  • FTF 

  • LDT/XFR 

FTF and transfers must have different CSV files as the checklist code is different.

OR 

Save lists of IDs (column 1) and  and checklist item (column 2) as separate txt. files to complete and/or assign checklistthe checklist

Navigate to:

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2. Navigate to CSU
Baseline>CSU Student
Records>FTP>Use>FTP
Utility to upload file
32. FTP Target must be sjadft
admissions
4Admissions (sjadftp)
3. Click Upload File button
54. Choose File
65. Click Upload button7

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6. Copy file name 

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87. Open a new window to  navigate

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Navigate to: SJSU Campus Solutions>Campus Community>Checklist Assignment 

98. Enter your Run Control ID. Create one if necessary10

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9. Verify Function is ADMA 11

10. Verify Institution is SJSU 

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1211. Blank out Checklist Date  Time  

1312. Enter Checklist Code 

  • Ex: NSFS17 NSFS21 = FTF Spring 2017 2021 

  • EX: NSTS17 NSTS21 =  UDT/LDT Spring 2017 2021 

  • Ex: NSIF17 NSIF21 = FTF Fall  2017 2021 

  • EX: NSIT17 NSIT21 = UDT/LDT  Fall 2017 2021 

1413. Enter Checklist Status 

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  • Initiated = assign a checklist 

  • Completed = to assign  and complete or just complete a checklist 

1514. Verify File Path is  is: /optCSUFTPP/apps/hrpsoft/xfer/in/sja dftp/ 16sj/sjadftp/

15. Paste file name from the  FTP Utility process 

1716. Go to Checklist   Assignment Checklist  Assignment 2 tab 

∙ Choose Undergrad 

from Acad Career drop  drop-down menu 

1817. Go back to Checklist  Assignment 1 tab 

  • Click Save 

  • Click Run

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19. Choose SJ Checklist  Assignment to add a  

checklist 

OR 

Choose Update checklist  item status to complete a  checklist 

20. Click OK 

21. Click on Process Monitor

22. Press Refresh until: 

  • Distribution Status says  Posted 

  • Run status says Success 

23. Click on details button.  Verify out file has the same  number as what you started with

What to Expect to See:

24. Navigate to:

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  • Main Menu>Campus Community>Checklists> Person Checklists>Checklist
    Management – Person

  • Verify checklist looks as
    expected

  • This part is instant

25. Navigate to:  

  • Main Menu>Campus  Community>Student  

  • Services Ctr (Student) 

  • Make sure the NextSteps Intent to Enroll checklist is on the  to do list 

  • Click More to view details 

Info

  • This part may take up to  24 hours to show on the Student Service Center 

  • May show faster for those who already have  an active checklist

  • Click NextSteps Intent to Enroll link to view checklist description

  • Verify description is accurate 

  • Verify admissions email is showing 

  • Verify nextsteps website is showing and links to a  separate window

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