Create a New Checklist With Checklist Communication

Purpose: This document provides the steps and links to individual step QRGs for creating a checklist and communication from a checklist in ctcLink.

Audience: 3C and Communication builders

You must have at least one of these local college-managed security roles:

Create a Checklist

  • ZC CC 3Cs Config
  • ZD CC 3Cs Config
  • ZZ CC 3Cs Config

Assign a Checklist

  • ZC CC 3Cs User
  • ZD CC 3Cs User
  • ZZ CC 3Cs User

Message Center

  • ZD HP Msg Center User
  • ZZ HP Msg Center Config
  • ZZ HP Msg Center User

Person Communication Generation

  • ZC CC 3Cs Config
  • ZD CC 3Cs Config
  • ZZ CC 3Cs Config

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

You must also set the following SACR Security permissions:

Create and Assign a Checklist

  1. Creating a checklist is explained step-by-step in the Checklist Process QRG.
  2. Assign a checklist using the Assign and Manage Checklists and Assign a Checklist in Batch QRGs.

Message Center

You can send a message using an Excel spreadsheet or query to identify your student population. You can include fields from the spreadsheet or query in the message. It is important to note that Message Center does not manage duplicate messages during the generation process; therefore, any files or queries containing duplicates should be removed, or the student will be sent the message multiple times.

  1. A step-by-step explanation of sending Message Center batch emails can be found in the Sending Messages in Batch QRG.

Person Communication Generation

The Assign and Send PeopleSoft Communications (3C Engine and Communication Generation) QRG provides a step-by-step explanation of assigning communications to students.


Kristen Buck

Once this is submitted, does it show up as a Task alert on the Student Homepage? If not, where can I find instructions to create student tasks?

Tanjagay Martin

Hi Kristen,
You are right on track. When a checklist is assigned (by staff), a To-Do List will display in the student's Tasks tile. For example, a staff member will initiate the checklist. Once assigned to a student, the student will view the checklist by accessing their Task tile, but the student will see a "To-Do List." Thank you for the great question! ~Tanjagay Martin | CS Core Trainer

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