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This procedure will show how to create a new Nextsteps checklist in Peoplesoft |
Navigate to the Checklist Item Table .
Main Menu > Campus Community > Checklists > Set up Checklists > Checklist Item Table
Add new Checklist Item Code
Click Add button
OR
Click search to see pre existing options
2. Enter Item Code Details
Effective Date MUST BE 01/01/1902
Status Active or Inactive
Checklist Code Descr
Short Description
Item Association
Comments
Click Save button
3. Highlight website
4. Click link icon
5. Change Portocol to https://
6. Add URL
7. Go to Target tab
8. Target
New Window (_blank)
9. Click OK
10. Click Save
11. Navigate to the Checklist Item Functions Table
Main Menu > Campus Community > Checklists > Set up Checklists > Checklist Item Functions Table
Administrative Function = ADMA
ORClick search to see Administrative Function options
12. Verify the Checklist Item Code you created or edited shows up under the Administrative Function
13. Navigate to the Checklist Table to create a Checklist Code
Main Menu > Campus Community > Checklists > Set up Checklists > Checklist Table
Click Add New Value
Add Checklist Code
Click Add button
14. Fill out details associated with the checklist
Effective Date = MUST BE 01/01/1902
Status Active or Inactive
Description
Short Description
Function
Checklist Type
Dept
Display in Self Service = Check if you want the student to see
Due Date
Item Code – NSIT
Click Save button
15. Navigate to the Checklist 3C Groups to assign to a group to the checklist code just created
Campus Community>Checklist> Set Up Checklist>Checklist 3C Groups
Verify the checklist code
Use look up button to see 3c group options
Choose ADM group
Click Save button
Click Run button
16. Create a new URL identifier
Navigate to: Main Menu>PeopleTools>Utilities>Administration>URLs
Click on "Add a New Value"
Or to search use the "search by" box or Advance search to search by description.
If you create new Identifier, the naming should include the checklist item code in the name.
You need to write a description in the description field.
Enter the web address in the required field:URLID
Click Save
You can always update the URLID anytime but you can't have different Identifiers for the same checklist items.
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