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

Checklist Item Table

  1. 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 the Find an Existing Value tab

  • Search to see pre-existing options

  • Enter Item Code Details 

  • Effective Date MUST BE 01/01/1902 

  • Status Active or Inactive 

  • Enter Checklist Code Descr

  • Enter Short Description 

  • Choose Item Association 

  • Comments 

  • Click Save button

  • 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
    OR

  • Click search to see Administrative Function options

12. Verify the Checklist Item Code you created or edited shows up under the Administrative Function

Checklist Table

  • Navigate to Main Menu > Campus Community > Checklists > Set up Checklists > Checklist Table

  • Click Add New Value

  • Add Checklist Code

  • Click Add button

Fill out the details

Details section

  • Effective Date = MUST BE 01/01/1902

  • Status Active or Inactive

  • Dept

  • Description of the checklist

  • Display in Self Service - check the box if you want the checklist visible to students

  • Short Description - Checklist code

  • Due Days or Due Date

Fill out

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 Group

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 lookup button to see 3c group options

  • Choose ADM group

  • Click Save button

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

Info
  • You can always update the URLID at any time but you can't have different Identifiers for the same checklist items.