Last Modified: Dec 2020
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This procedure will show how to create a new Nextsteps checklist in Peoplesoft |
Checklist Item Table
.Navigate to Main Menu > Campus Community > Checklists > Set up Checklists > Checklist Item Table
Click Add a New Value tab
Add new Checklist Item Code
Click Add button
OR
Click search the Find an Existing Value tab
Search to see pre-existing options
Enter Item Code Details
Effective Date MUST BE MUST BE 01/01/1902
Status Active or Inactive
Enter Checklist Code Descr
Enter Short Description
Choose Item Association
Comments
Click Save button
Make URL a link
Highlight website
Click the link icon
Change
Protocol to https:// or http://
depending on the website
Add URL
Go to the Target tab
Target
New Window (_blank)
Click
OK
Click Save
Checklist Item Functions Table
Navigate to 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
Navigate to
Main Menu > Campus Community > Checklists > Set up Checklists > Checklist Table
Click Add New Value
Add Checklist Code
Click Add button
Details section
Effective Date = MUST BE 01/01/1902
Status Active or Inactive
DescriptionDeptShort
Description
Function
Checklist Type
Dept
of the checklist
Display in Self Service = Check - check the box if you want the student to seeDue Datechecklist visible to students
Short Description - Checklist code
Due Days or Due Date
Item List section
Item Code – ex: NSIT
Default Due Date if Due Date is chosen on the Detail section OR Due Days if Due Days was chosen in the Details section
Click Save button
Navigate to the Checklist 3C
GroupsGroup
This is 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 lookup button to see 3c group options
Choose ADM group
Click Save 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
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