9.2 Assigning a Checklist to a Person (Fluid)
Purpose: Use this document as a reference for assigning a checklist to a person in ctcLink Fluid, using the Admissions Processing section of the CS Staff Homepage.
Audience: Student Services staff.
Assigning a Checklist to a Person
Navigation: ctcLink CS Staff Homepage > Admissions Processing Tile

- The Admissions Processing page displays.
- Select the Admissions Communications menu from the left-side navigation.
- The Admissions Communications menu expands.
- Select the Checklist Management - Person sub-menu.
- The Checklist Management - Person page displays.
- Select Add a New Value tab.
- The Add a New Value page displays.
- Input the value in the ID field.
- Select the Add button.

- The Checklist Management 1 tab displays.
- Input the value in the Administrative Function field.
- Select the value for the Academic Institution field.
- Input the value for the Checklist Code field.
- Select the value for the Status field.
- Input or Search for the value in the Due Date field.
- Insert the value in the Comments field.
- Leave the Due Amount field blank.
- Leave the Currency Code field blank.
- Select the Variable Date button.

- The Variable Data pagelet displays.
- Input values in the Variable Data fields. The Variable Data values will depend on the Administrative Function chosen.
- Select OK to close the pagelet.

- The Checklist Management 1 page displays.
- Select the Checklist Management 2 tab.

- The Checklist Management 2 page displays.
- View the Checklist Item Table entries related to the Checklist Code.
- Select the Save button.

- Return to the Checklist Management - Person search page by selecting the Return to Search button that displays once you save the page.
- Remove the Sequence Number value from the Search Criteria section.
- Select the Search button.
- The Checklist Codes assigned to this student are displayed in the search results.
- Select the Checklist Code entry from the Search Results with the highest Sequence Number value to display the person record and validate the Checklist Code just entered is present.

- The Checklist Management 1 page displays.
- Select the Checklist Management 2 tab.
- The Checklist Management 2 page displays.
- Select the Add a New Row [+] icon to insert a new Checklist Item to the Checklist Item Table section.

- A new Checklist Item row displays in the Checklist Item Table section.
- View the Sequence field.
- Search for and select an additional value for the Item field.
- View the Status field to see that it is set to "Initiated".
- View the Status Date field. It will be set to the Status Date specified on the Checklist Management 1 tab.

- Select the Checklist Management 1 tab.
- The Checklist Management 1 page displays.
- Highlight and copy the Due Date value.

- Select the Checklist Management 2 tab.
- The Checklist Management 2 page displays.
- Paste the copied Due Date value in the Due Date field.
- View the Responsible ID field, which will default to your User ID.
- Select the Save button.

- Process complete.
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