Define, Assign, Maintain and Update checklist

This function allows the users to define checklist building blocks, assign checklist to persons, maintain and update checklist items.

Maintain checklist

Role Involved: School registrar

Navigate to Main menu > Campus community > Checklists > Set Up Checklists > Checklist Table.
In the Find an Existing Value tab, enter the values in the Checklist code and Description fields to search for existing checklist.
Click on Search button.
You will be directed to the Checklist Table page.

Note: Under the item list section is the list of tasks a person need to clear under the checklist.

Role Involved: School registrar

Navigate to Main menu > Campus community > Checklists > Set Up Checklists > Checklist Item Table.
In the Find an Existing Value tab, enter the values in the Checklist Item code and Description fields to search for existing checklist item.
Click on Search button.
You will be directed to the Checklist Item Table page.

Note: Check the comments of the checklist item.

Role Involved: School registrar

Navigate to Main menu > Campus community > Checklists > Person Checklists > Checklist Management - Person.
Click on the Add a New Value tab.
Click on the look-up button to view a list of student ID and select the desired student.
Click on Add button.
You will be directed to the Checklist Management page.
Click on the look-up button to view list of Administration Function and select the Administration function.

Note: Administrative function is always ‘GEN’ - general.

Click on the look-up button to view list of Checklist Code and select the Checklist code.
Click on Save button.
Click on Checklist Management 2 tab.
In the Checklist Item Table, You can see the list of checklist items under the checklist.

Note: You can Add or remove checklist items for individual students by clicking the ‘+’ or ‘-‘ button.