Assign a Checklist in Batch

Purpose: Use this document as a reference on how to assign a checklist in batch.

Audience: Campus Communication staff.

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

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

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:

Checklist Setup

To set up checklists, please visit the QRG Checklist Process.

  1. Checklist Item Table
  2. Add an Action Button (Optional)
  3. Checklist Item Functions Table
  4. Checklist Table
  5. Checklist 3C Group

Assign a Checklist in Batch

Run Control ID Search Page

Navigation: Campus Community > Checklists > Run 3C Engine

  1. The 3C Engine Run Control ID search page displays.
  2. If you have run this process or report in the past, select the Find an Existing Value tab to enter an existing Run Control ID and select the Search button. If this is the first time running this process or report, select the Add a New Value tab to create a new Run Control ID and select the Add button. 
  3. NOTE: It is important to note that Run Control IDs cannot be deleted. Do not include spaces in your Run Control. We encourage the Run Control ID to have the same process naming convention but unique to the step; because of this, including your institution code and a short process description in the Run Control ID is recommended--e.g., WA220_BATCH_CHECKLISTS.
3C Engine Parameters Tab

Process 3Cs

  1. On the 3C Engine Parameters tab, select one of the Process 3C's parameters:
  2. Population Selection - A query, external file, or equation can be used to identify students.
  3. Trigger Table - This selection requires the user to set up a 3C Engine Trigger. Visit the QRG 3C Engine -Trigger Definitions for more information.
  4. Mass Change - This selection requires the setup of a Mass Change definition.
Process Join Records
  1. ctcLink Campus Solutions enables you to communicate jointly with individuals at a shared address rather than producing separate communications for each individual. For example, you can invite a married couple or two roommates to an event by sending a single invitation to their joint address.
    • No - Select this option if you do not want to apply joint communication rules to this process.
    • All Joint IDs - Select this option to apply joint communication rules and include all communications set to enable joint communications.
    • If a match exists - Select this option to apply joint communication rules and include joint communications only when dates in the variable data fields match.
Event Selection
  1. Enter or look up the Academic Institution.
  2. Enter the correct Administrative Function.
  3. Enter or lookup the Event ID for the appropriate communication--Example:  "AVETERANS" for Veterans Documentation.

3C Events tell the 3C Engine what it should do when it runs. 3C Events identify which 3C Engine should assign 3C item(s) and connect multiple 3C items to be assigned simultaneously. For checklists, 3C Events can be used to batch-assign checklists (alone or with other 3C items) or update the status of a previously assigned checklist. For more information on 3C Events, visit the following QRGs:

Population Selection
  1. Selection Tool. Select Equation Engine, External File, or PS Query.
  2. Query Name. The value is determined by the selection tool used. Edit query prompts if applicable.
  3. Select the Preview Selection Results link to view selection results.
Manage Duplicate Assignment Tab

The Manage Duplicate Assignment tab prevents duplicate checklists and communications from being assigned. This setup looks at all of the students in your population selection query/ file AND also looks to see if they have been assigned a communication with matching variable data. If they have not been assigned a communication with matching variable data, the 3C Engine will assign it when it runs.

This is the recommended setup for almost all 3C Engine processes because it makes it easier to assign communications only to those students who have not been assigned a communication without managing complicated population selection query/ file. Additionally, it prevents unwanted duplicate communication assignments.

This will not work if you’re communication uses the GEN administrative function. GEN does not have any variable data. If you’re using GEN, use a population selection query/ file that only lists the students who need your communication.

  1. The Manage Duplicate Assignments tab appears. Select the Check Duplicate Assignment checkbox in the Duplicate Checklist Check group box. By performing this step, you ensure you are not duplicating this checklist.
  2. Select Match from the drop-down list under the Variable Data row in the Additional Conditions to Prevent Duplicate Checklist group box. As a result of this step, the system will check for any checklists that have already been assigned to a group of students.
  3. Select Run. Visit the QRG Process Scheduling for more information.
  4. Process complete.

Video Tutorial

The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.

View Tutorial Via Panopto

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