Checklists - Assigning a Checklist to a Person 11h

Purpose: Use this document as a reference for assigning a checklist to a person in ctcLink.

Audience: All staff

Assigning a Checklist to a Person

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

  1. On the Checklist Management – Person page, click the Add a New Value tab.
  2. Enter the student ID.
  3. Click the Add button.
Add a New Value tab
  1. On the Checklist Management 1 tab, enter the required information for the following fields using the lookup function or the drop-down lists:
    1. Administrative Function
    2. Academic Institution (should default)
    3. Checklist Code
    4. Status
    5. Due Date
    6. Due Amount (if applicable)
    7. Comments (if applicable)
  2. Click the Variable Data button.
Checklist Management 1 tab
  1. On the Variable Data page, enter information into the following fields:
    1. Academic Career
    2. Student Career Nbr
    3. Application Nbr
  2. Click the OK button.
Variable Data
  1. Click the Checklist Management 2 tab to view all of the checklists assigned to this person.
  2. Click the Save button.

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