Checklist Set Up for Nextsteps

1. Navigate to the Checklist Item Table

• 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 

• 

  OR

• Click the Find an Existing Value tab

• Search to see pre-existing options

• 

  2. 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

• 

3. Highlight website 

4. Click the link icon 

5. Change Protocol to https:// or http:// depending on the website

6. Add URL 

7. Go to the Target tab

8. Target 

• New Window (_blank)

9. Click OK

10. Click Save

11. Navigate to the Checklist Item Functions Table

• 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

13. Navigate to the Checklist Table to create a Checklist Code

• Main Menu > Campus Community > Checklists > Set up Checklists > Checklist Table

• Click Add New Value

• Add Checklist Code

• Click Add button

• 

14. Fill out the 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

15. Fill out 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

15. Navigate to the Checklist 3C Groups 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

16. 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