Create a New Checklist Item 11h

Purpose: Use this document as a reference for how to create a new checklist item in ctcLink.

Audience: FA Director

Checklist Item Table

Navigation:  Main Menu > Set Up SACR > Common Definitions > Checklists > Checklist Item Table

  1. Click the Add a New Value tab and enter the new checklist item code in the Checklist Item Code field.
  2. Click the Add button.

Note: Checklist item codes are institution specific.

Add a New Value tab
  1. On the Checklist Item Table page populate the following fields:
    1. Effective Date– date of checklist creation.
    2. Status– select the appropriate status – usually “Active.”
    3. Checklist Code Descr– full text description.
    4. Short Description – short description.
    5. Item Association– select the appropriate association or leave blank.
    6. Comments– comments for the checklist item.

Note: Comments are viewable to students in the ‘to do’ list in Student Services Center.

  1. Click the Save button.
Item Code Detail page

Checklist Table

Navigation:  Main Menu > Set Up SACR > Common Definitions > Checklists > Checklist Table

  1. Click the Add a New Value tab and populate the following fields:
    1. Academic Institution– the appropriate institution code.
    2. Checklist Code– the Checklist Code created in the  previous section.
  2. Click the Add button.
Add a New Value tab
  1. From the Checklist Table page and Detail section populate the following fields:
    1. Effective Date– date of the checklist creation.
    2. Description– enter a description that matches the description created in the previous section.
    3. Short Description– enter a short description that matches the short description in the previous section.
    4. Function– select the appropriate function by clicking on the lookup icon (magnifying glass).
    5. Checklist Type–select the checklist type.
    6. Display in Self Service– select the checkbox to allow students to view this checklist item in Self Service.
    7. Due Days– Select the appropriate number of days the checklist item is due from the date of assignment.
    8. Due Date– Enter the appropriate due date (optional).
    9. Tracking Group– SBCTC is not configured for tracking groups.
Checklist Table page
  1. In the Item List section populate the following fields:
    1. Sequence– the appropriate sequence number (Currently SBCTC is using 100 for all checklist items).
    2. Item Code– item code for the checklist item created.
    3. Default Due Date –SBCTC is not using default due dates at this time.
    4. Due Days– enter the due days from the Detail section in the previous step.
    5. Comm Key  – SBCTC is not using Comm Key at this time.
  2. Click the Save button.
Item List

Checklist 3C Group

Navigation:  Main Menu > Set Up SACR > Common Definitions > Checklists > Checklist 3C Group

  1. Enter the newly created Checklist Item Code and click the Search button.
Find an Existing Value tab
  1. Add appropriate user groups to the Checklist Item and click the Save button.
Checklist 3C Groups page

Checklist Item Functions Table

Navigation:  Main Menu > Set Up SACR > Common Definitions > Checklists > Checklist Item Functions Table

  1. Enter desired Administrative Function (FINA, FINT, GEN).
  2. Click Add to insert a new row, use lookup tool to locate new Checklist Item.
  3. Click the Save button.
Checklist Item Functions Table
  1. Process Complete

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