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This process will show how to assign and update Nextsteps checklists

Saving a List of IDs

  1. 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 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

image-20240710-214814.png

22. Click the Actions button. 

  1. Select View Log/Trace.

image-20240710-214603.png

  1. Click the .out file to verify the file has the same number as what you started with.

image-20240710-214923.pngimage-20240710-215046.png

Checklist view

25. Navigate to:

  • Main Menu>Campus Community>Checklists> Person Checklists>Checklist
    Management – Person

  • Verify checklist looks as expected

  • This part is instant

image-20240710-215707.pngimage-20240710-215756.png

Student Center view

26. 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

image-20240710-220130.png

  • Click the NextSteps Intent to Enroll link to view the checklist description

image-20240710-220332.png

  • Verify description is accurate 

  • Verify admissions email is showing 

  • Verify nextsteps website is showing and links to a separate window

image-20240711-153927.png

  • The student center view may take up to  24 hours to show to the student

  • The student center view may show faster for those who already have an active checklist.

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