9.2 Checklists - Assigning and Managing Checklists and Checklist Items

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

Audience: All staff

Navigation:  NavBar > Navigator > Campus Community > Checklists > Person Checklists > Checklist Management-Person

  1. The Checklist Management-Person search page displays.
  2. Select the Add a New Value tab.
  3. Enter ID.
  4. Select Add.
Checklist Management Person Add a New Value tab
  1. The Checklist Management 1 tab displays.
  2. Enter Administrative Function.
  3. Enter Academic Institution.
  4. Enter Checklist Code.
  5. Enter Status.
  6. Enter Due Date.
  7. Enter Due Amount, if applicable.
  8. Enter Comments, if applicable.
  9. Select Variable Data.
Checklist Management 1 tab
  1. The Variable Data page displays.  What is displayed depends on the checklist you're assigning.
  2. Enter the requested variable data fields.
  3. Select OK.
Variable Data page
  1. The Checklist Management 1 tab displays.
  2. Select the Checklist Management 2 tab.
Checklist Management 1 tab
  1. The Checklist Management 2 tab displays.
  2. To add a new item, select the Add a New Row [+] icon.
  3. To delete an existing item, select the Delete a Row [-] icon.
  4. Item Status can be updated for any items at this time or items can be updated by returning to this page at another time. 
  5. Select Save.
Checklist Management 2 tab
  1. Process complete.

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