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This process will show how to assign and update Nextsteps checklists

Saving a List of IDs:

  1. Save lists of IDs as  

separate txt. files for different class levels to assign a checklist for  

  • FTF 

  • LDT/XFR 

OR 

Save lists of IDs (column 1) and checklist item (column 2) as separate txt. files to complete and/or assign checklist

Navigate to:

2. Navigate to CSU
Baseline>CSU Student
Records>FTP>Use>FTP
Utility to upload file
3. FTP Target must be sjadft
admissions
4. Click Upload File button
5. Choose File
6. Click Upload button

7. Copy file name 

8. Open new window to  navigate to: SJSU Campus Solutions>Campus Community>Checklist Assignment 

9. Enter your Run Control ID. Create one if necessary

10. Verify Function is ADMA 11. Verify Institution is SJSU 

12. Blank out Checklist Date  Time  

13. Enter Checklist Code 

  • Ex: NSFS17 = FTF Spring 2017 

  • EX: NSTS17 =  UDT/LDT Spring 2017 

  • Ex: NSIF17 = FTF Fall  2017 

  • EX: NSIT17 = UDT/LDT  Fall 2017 

14. Enter Checklist Status 

  • Initiated = assign a checklist 

  • Completed = to assign  and complete or just complete a checklist 

15. Verify File Path is  

/opt/apps/hrpsoft/xfer/in/sja dftp/ 

16. Paste file name from the  FTP Utility process 

17. Go to Checklist  

Assignment 2 tab 

∙ Choose Undergrad 

from Acad Career drop  down menu 

18. Go back to Checklist  Assignment 1 tab 

  • Click Save 

  • Click Run

19. Choose SJ Checklist  Assignment to add a  

checklist 

OR 

Choose Update checklist  item status to complete a  checklist 

20. Click OK 

21. Click on Process Monitor

22. Press Refresh until: 

  • Distribution Status says  Posted 

  • Run status says Success 

23. Click on details button.  Verify out file has the same  number as what you started with

What to Expect to See:

24. Navigate to:

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

  • Verify checklist looks as
    expected

  • This part is instant

25. 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 to view details 

  • This part may take up to  24 hours to show on the Student Service Center 

  • May show faster for those who already have  an active checklist

  • Click NextSteps Intent to Enroll link to view 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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