Updating Comments on Checklist Items
Purpose: Use this document as a reference on how to update checklists item comments in ctcLink.
Audience: Financial Aid Staff.
This page allows users to view and update checklist item Comments.
For Aid Year specific Checklist Items, a user will need to insert a new row adding and updating descriptions. (Example: Verification and Tax Documents).
The Comments section is not a global value and can be edited or updated.
You must have at least one of these local college managed security roles:
- ZC FA Local Configuration
- ZD FA Local Configuration
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
Review/Add/Adjust Comments on Checklist Items
Navigation: Set Up SACR > Common Definitions > Checklists > Checklist Item Table
NOTE: Do NOT use Correct History
Be sure to insert a new row and keep previous rows active. This will be essential for keeping a history for checklists that have been assigned with this code in previous Aid Years.
- The Checklist Item Table page displays.
- Select the [+] sign to add a new Item Code Detail.
- Enter the desired changes to Comments.
- Be sure to save changes by selecting the Save button.
Note: If an error occurs when selecting the hyperlink within a To Do List item (see below):
Hyperlinks within checklist item comments will need to be updated to add "Target="_blank". Unfortunately, ctcLink currently does not offer a way to do this. It can be accomplished using an html editor such as https://htmledit.squarefree.com/.
Enter the HTML in the top light blue box. Add "Target="_blank" to the end of the URL in order to have the link open in a new tab.
Example (Before): <a href="https://studentaid.gov/entrance-counseling> www.studentaid.gov/entrance-counseling</a>
Example (After): <a href="https://studentaid.gov/entrance-counseling"Target="_blank">www.studentaid.gov/entrance-counseling</a>
Once the URL is updated, copy the link presented in the bottom white box then paste it into the comments section on the Checklist Item Table. Make any other edits, then SAVE.
Process is complete.
Video Tutorial
The video below demonstrates the process actions described in steps listed above. There is no audio included with this video. Select the play button to start the video.
Video Tutorial via Panopto
View the link to Updating Comments on Checklist Items. This link will open in a new tab/window.
0 Comments
Add your comment