ctcLink Reference CenterCampus SolutionsFinancial Aid Managing 3C's 11Assigning a Checklist (Financial Aid) 11h, 23a

Assigning a Checklist (Financial Aid) 11h, 23a

Purpose: Use this document as a reference for how to assign a checklist in PeopleSoft

Audience: FA Counselor/Technician

Assigning a Checklist

Navigation:  Main Menu > Campus Community > Checklists > Person Checklists > Checklist Management > Person

  1. From the Checklist Management – Person page select the Add a New Value tab.
Add a New Value tab
  1. Enter the Student ID and select the Add button.
Checklist Management Person
  1. Under the Checklist Management 1 tab enter FINA in the Administrative Function field.

*Note: The Variable Data button will highlight.

  1. Select the Variable Data button.
Checklist Management 1 tab
  1. Ensure the correct Academic Institution is selected so the Variable Data button will open.
  1. Under the correct Variable Data enter the Aid Year and select the OK button.
Variable Data button
  1. Use the lookup tool next to the Checklist Code field to find and choose the desired checklist item.
Checklist Code field
  1. Select the desired Checklist Item.
    1. The Due Date field will automatically populate
    2. Select the Save button. (View results on the View Financial Aid Status page).
Due Date field
  1. A Checklist can also be added from various Financial Aid summary pages by selecting the checklist Speed Key. It takes a user directly to the Checklist Management Entry page.
Speed Key icon
  1. Process Complete.

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