Checklist Set Up for Nextsteps

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Last Modified: Jun 16, 2021

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 

• Open

  

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

Make URL a link

• 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

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

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