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This process will show how to assign and update Nextsteps checklists |
Saving a List of IDs
Save a list of IDs as a CSV (Comma delimited) file to assign a checklist for
FTF
LDT/UDT
FTF and transfers must have different CSV files as the checklist code is different.
OR
Save lists of IDs (column 1) and checklist item (column 2) as separate CSV files to assign and complete or just complete the checklist
Upload file
Navigate to: CSU SA Baseline>CSU Student Records>FTP>Use>FTP Utility>FTP>FTP Utility to upload file
2. FTP Target must be Admissions (sjadftp)
3. Click Upload File button
4. Choose File
5. Click Upload button
6. Copy file name
7. Open a new window
Checklist Assignment
Navigate to: SJSU Campus Solutions>Campus Community>Checklist Assignment
8. Enter your Run Control ID. Create one if necessary
9. Verify Function is ADMA
10. Verify Institution is SJSU
11. Blank out Checklist Date Time
12. Enter Checklist Code
Ex: NSFS21 = FTF Spring 2021
EX: NSTS21 = UDT/LDT Spring 2021
Ex: NSIF21 = FTF Fall 2021
EX: NSIT21 = UDT/LDT Fall 2021
13. Enter Checklist Status
Initiated = assign a checklist
Completed = to assign and complete or just complete a checklist
14. Verify File Path is: /CSUFTPP/sj/sjadftp/
15. Paste file name from the FTP Utility process
16. Go to Checklist Assignment 2 tab
Choose Undergrad from Acad Career drop-down menu
17. Go back to Checklist Assignment 1 tab
Click Save
Click Run
18. Choose SJ Checklist Assignment to add a
checklist
OR
Choose Update checklist item status to complete a checklist
19. Click OK
20. Click on Process Monitor
21. Press Refresh until:
Distribution Status says Posted
Run status says Success
If you receive an error, something went wrong
22. Click on the details button. Verify out file has the same number as what you started with
Checklist view
23. Navigate to:
Main Menu>Campus Community>Checklists> Person Checklists>Checklist
Management – PersonVerify checklist looks as expected
This part is instant
Student Center view
24. 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
Click the NextSteps Intent to Enroll link to view the 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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