Checklist Delete Using Pop Select

Last Modified: Dec 16, 2020

1 Delete Checklists Based on a Population Selection Query
2 Additional Information
- 2.1 Important note
- 2.2 Security

Delete Checklists Based on a Population Selection Query

“Delete Checklist” will allow you to use a query or file to find a population and delete the entire checklist for each student in the population. (If you want to change the status of a query item use 3C Engine instead.)

View Checklist to be deleted.

Create a PeopleSoft Query with the correct Bind Record for the action and function of the Checklist.

SJ_AD_FHST19_DEL – This will delete all checklists that are Initiated and are checklist code = FSHT19

SELECT
  C.COMMON_ID,
  C.SA_ID_TYPE  
FROM
  PS_PERSON_CHECKLST A,
  PS_VAR_DATA_ADMA B,
  PS_SCC_3CDELCK_BND C  
WHERE
  (
    A.COMMON_ID          = B.COMMON_ID     
  AND B.VAR_DATA_SEQ     = A.VAR_DATA_SEQ     
  AND A.CHECKLIST_CD     = 'FHST19'     
  AND A.CHECKLIST_STATUS = 'I'     
  AND A.COMMON_ID        = C.COMMON_ID     
  AND C.SA_ID_TYPE       = A.SA_ID_TYPE
  )

SJ_AD_CHK_ITM_DUE_DT_CHG – This query will allow you to delete a checklist based on the status of the checklist item for the student. This one will select for deletion all initiated checklists, FSHT19, with item HSTRF where the item date is = ‘2019-05-13’.

  SELECT
  C.COMMON_ID,
  C.SA_ID_TYPE  
FROM
  PS_PERSON_CHECKLST A,
  PS_VAR_DATA_ADMA B,
  PS_SCC_3CDELCK_BND C  
WHERE
  (
    A.COMMON_ID          = B.COMMON_ID     
  AND B.VAR_DATA_SEQ     = A.VAR_DATA_SEQ     
  AND A.CHECKLIST_CD     = 'FHST19'     
  AND A.CHECKLIST_STATUS = 'I'     
  AND A.COMMON_ID        = C.COMMON_ID     
  AND C.SA_ID_TYPE       = A.SA_ID_TYPE
  )

Click Run to Delete the Checklists specified in the PS Query.

You can preview who will be deleted by clicking on Preview Selection Results in the lower right corner but it will only show you up to 300 rows.

You can also delete based on an external file that is uploaded.

View of Process Monitor for Delete Checklist process.

View of log after the delete runs.

Additional Information

Important note

Since we have a baseline modification that added two tables to the checklist process PS_CSU_PER_CHK_ITM and PS_CSU_PRSN_CHKLST you must run the process CSU_PERCK_AE after you mass delete checklists or you could get unique constraint errors if you try to assign this checklist again after you have deleted it. CSU_PERCK_AE runs nightly but even manually adding back in a checklist that has been mass deleted seemed to mess up the ID so it is best to run CSU_PERCK_AE right after mass deleting checklists. This applies if you use MM>Campus Community> Checklists> Delete or if you use 3C Engine to delete, MM>Campus Community> 3C Engine> Run 3C Engine.

You also must run CSU_PERCK_AE if you mass change/assign checklists, use our modification, MM> SJSU Campus Community> Checklist Assignment, or use 3C Engine to assign new checklists.

We are also pretty sure CSU_PERCK_AE is the reason that when we use our mod to assign checklists, new students who only have this new checklist we just assigned, do not see the checklist in their Student Center page until we run CSU_PERCK_AE. Students who already have other checklists can see the new checklist in the Student Center right away.

Security

PeopleBook notes said you must have group access to use the delete bind record, PS_SCC_3CDELCK_BND. That you must have at least Inquiry access. This is true for 3C, this process uses a lot of the same pieces as 3C but I am not sure you really need 3C Group security but I already had it set up.

You need this security to even view a checklist by person. I did not grant myself FASO and could not look at a FASO checklist for a person even though it existed. As soon as I gave myself this access for FASO in addition to REG I could view the checklist by person.

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