Checklists - Updating Items - by Person (Fluid)
Purpose: Use this document as a reference for checklists, updating items by person in Fluid, using the Admissions Processing section of the CS Staff Homepage.
Audience: Student Services staff
Checklists - Updating Items - by Person
Navigation: ctcLink CS Staff Homepage > Admissions Processing Tile
- The Admissions Processing page displays.
- Select the Admissions Communications menu from left-side navigation.
- The Admissions Communications menu expands.
- Select the Checklist Management - Person sub-menu.
- The Checklist Management - Person search page displays on the right.
- Select the Add a New Value tab.
- Input the value in the ID field.
- Select the Add button.
- The Checklist Management 1 tab displays.
- Input the value into 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.
- Input values in the Variable Data fields. The Variable Data values will depend on the Administrative Function chosen.
- Select the Checklist Management 2 tab.
- The Checklist Management 2 tab displays.
- View the Checklist Item Table entries related to the Checklist Code.
- Select the Save button.
- To add a new checklist item, select the Add a New Row [+] icon.
- View the Sequence field.
- Enter Item.
- View the Status field to see that it is set to "Initiated".
- View the Status Date field, which should be set to the Status Date specified on the Checklist Management 1 tab.
- Select the Checklist Management 1 tab.
- The Checklist Management 1 tab displays.
- Highlight and copy the Due Date value.
- Select the Checklist Management 2 tab.
- The Checklist Management 2 tab displays.
- Paste the copied Due Date value in the Due Date field.
- View the Responsible ID field, which will default to your User ID.
- View the Status Date field for the Checklist Item.
- Select the Save button.
- To update an existing item, adjust the contents of the Checklist Management 1 and/or Checklist Management Item 2 tabs, then select Save.
Process complete.
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