Navigation: Campus Community > Checklists > Set Up Checklists > Checklist Item Table

Navigation:  Common Definitions > Checklists > Checklist Item Table

1. The default option is Find an Existing Value. Select Search to view existing values.
2. Click the Add a New Value tab to add a new checklist item.
3. Enter the Checklist Item Code following the 3C naming convention.
   1. Checklist Items are institution-specific; therefore, the 3Cs setup must follow 3Cs naming conventions. Naming conventions for checklist items follow the six-character naming convention in the 3C Configuration-Campus Solutions 3Cs and Message Center Naming Conventions.
4. Select the Add button. 
5. The Checklist Item Table page displays.
6. Enter Effective Date – date checklist created.
7. Enter Status – select the appropriate status –usually “Active.”
8. Enter Checklist Code Descr – full-text description.
9. Item Association – select the appropriate association or leave it blank. The Item Association you choose here is used on checklist management pages when you assign checklists to IDs and several automated processes.
10. Enter Short Description.
11. Enter Comments – comments for the checklist item are viewable to students on their Tasks tile on the ctcLink Student Homepage.
12. Fluid Field Display (Optional) -Set up optional fields for the Fluid User Interface.
13. Checkboxes - Choose the Fluid Field Display option(s) to use the Display Checklist Items functionality on the Checklist Table.
14. Select Save in the lower left corner of the page.

1. Action Button Label - Name the action button (e.g., Upload Documents).
2. Navigate to the page where the student should perform the action.
3. In Chrome, enter CTRL+SHIFT+J shortcut keys  (or CTRL+SHIFT+C and PSChrome Extension).
4. In the Fluid Field Display panel (Checklist Item Table), input or look up the Menu Name, Component Name, and Page Name from the step above
5. Select Save in the lower left corner of the page.

Navigation: Campus Community > Checklists > Set Up Checklists > Checklist Item Functions Table

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

1. Enter the Administrative Function (e.g., ADMA, STRM, or GEN) you want to associate with your new Checklist Item and select Search. The Checklist Item Functions Table page will display.
2. The Checklist Item Functions Table displays. Scroll to the bottom of the page and select Add.
3. Start typing in the Checklist Item Code field to select the new Checklist Item.  Tab out of the field to display the Description.  
4. Select Save in the lower left corner of the page.

Navigation: Campus Community > Checklists > Set up Checklists > Checklist Table

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

1. From the Checklist Table search page, select Add a New Value.
2. In the Detail section of the Checklist Table page, 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.
   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.
   10. 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 – enter or use the lookup tool to select the Item Code for the Checklist 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 Communication Key at this time.
   11. Display Checklist Items section is only used for the Fluid User Interface.
       1. The grid only appears if the Display in Self Service check box in the Detail Section is selected.
       2. Select Item Status value(s) from the drop down lists.  
          1. Note: This setup determines if these checklist items appear in the To Do List if Status values are defined at the Checklist level. If Status values are not defined for the checklist then the setup at institution-level determines which items to display. This option is applicable to items not set to Hide.
3. Select Save in the lower left corner of the page.

Navigation: Campus Community > Checklists > Set up Checklists  > Checklist 3C Groups

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

1. Enter the Academic Institution and newly created Checklist Code and select the Search button.
2. Enter or look up the user Group(s) to work with this Checklist Item.  Select the Add button to add additional Groups.
3. Select Save in the lower left corner of the page.
4. Process complete.