ctcLink Reference Center3Cs: Comments, Communications and Checklists Using 3Cs 11Checklists - Assigning and Managing Checklists and Checklist Items 11h

Checklists - Assigning and Managing Checklists and Checklist Items 11h

Purpose: Use this document as a reference for assigning and managing checklists and checklist items in ctcLink.

Audience: All staff

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 or lookup 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. The Variable Data required will vary based on the checklist being assigned.
  2. Input or lookup the requested variable data fields.
  3. Click the OK button.
Variable Data
  1. Click the Checklist Management 2 tab to view all of the checklist items assigned to this person. Items can be manually added or removed to a checklist by clicking the "+" or "-" buttons.
  2. Item Status can be updated for any items at this time or items can be updated by returning to this page at another time. 
  3. Once all items have been added or updated, click the Save button.
Checklist Management 2 tab

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