Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Info

This procedure will show how to create a new Nextsteps checklist in Peoplesoft

  1. 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
    OR

  • Click 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.