PeopleSoft: Nextsteps checklist assign/update process

Last Modified: Jun 11, 2024

1 Saving a List of IDs
2 Upload file
3 Checklist Assignment
4 Checklist view
5 Student Center view

This process will show how to assign and update Nextsteps checklists

***BEFORE assigning NextSteps checklists for the first time each term:

Update the NSIF/NSIT Checklist Item Table text to reflect the current term.
Update NextSteps checklist code (in this screenshot) NSTS25 on the checklist table to display in self service.

Saving a List of IDs

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

22. Click the Actions button.

Select View Log/Trace.

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

NOTE: If NS checklists are assigned much later than the Letters are Printed, there’s a chance students have gone into NextSteps and completed the steps. In this case, double check the appite_Session:: SessionDescription field.

If a student has already completed all 3 steps, go in and complete the checklist.

Navigate to Checklist Management. Click the 2nd tab, Checklist Management 2. Change Status from Initiated to Completed. Click Save.

Checklist view

25. Navigate to:

Main Menu>Campus Community>Checklists> Person Checklists>Checklist
Management – Person
Verify checklist looks as expected
This part is instant

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

Click the NextSteps Intent to Enroll link to view the 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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