Updating Checklist Item Status
You can change the status of a checklist item for an individual or organization in the respective Checklist Management component.
To minimize security access concerns or to accelerate data entry, you can update the status of a checklist item for individual IDs (not for organization IDs) manually inside a component that shows only checklist items, or you can change the same item across all IDs automatically using the Update Checklist Item - by Item (CCCHKLER.SQR) process.
To update a checklist item manually by ID, access the checklist assigned to that ID and change the status of each item to the appropriate status in that checklist.
To use the Update Checklist Item - by Item process, select the item whose status you want to change and add all the IDs for which you want the process to update the status. For example, if you have several recruiter phone calls to make, as you call you could insert all the individual IDs under the checklist item Call Prospect. When you run the process, the system updates the checklist item status to Complete for all the IDs that you listed.
Using the automated process (CCITMUPD SQR), you can also update checklist items automatically across checklists using test scores, transcripts, or general materials.
This section discusses how to:
Manually update checklist items by ID.
Update all or a specific checklist item by automated process.
Update test score, transcript, and general material checklist items.
Page Name |
Definition Name |
Navigation |
Usage |
---|---|---|---|
Item Update - by Person |
PERS_CHKLST_UPDATE |
|
Manually update the status of each relevant checklist item on a summary of checklist items for a specific ID (individual IDs only). |
Item Update - by Item |
CHKLST_ITEM_UPDATE |
|
List all the individual IDs for whom you want to change the status of a specific checklist item to Complete when the update process (CCCHKLER SQR) runs in the background. |
Update Checklist Item - by Item |
RUNCTL_CCCHKLER |
|
Run the automated Update Checklist Item - by Item process (CCCHKLER SQR) to update one or all checklist items for IDs to which the items are assigned. |
Checklist Item Update Parms |
RUNCTL_ITMUPD |
|
Specify the test scores, transcripts, or general materials checklist items and IDs to update when running the Checklist Item Update process for test scores, transcripts, or general materials. |
Data Selection Parms |
RUNCTL_ITMUPD_DATA |
|
Specify the IDs and materials to update when running the Checklist Item Update process for test scores, transcripts, or general materials. |
Access the Item Update - by Person page (
).Image: Item Update - by Person page
This example illustrates the fields and controls on the Item Update - by Person page. You can find definitions for the fields and controls later on this page.
Field or Control |
Definition |
---|---|
Item, Sequence, Function, Checklist Type and Checklist Code Descr (checklist code description) |
The system displays this information for each of the checklists items assigned to the individual on the Checklist Management 1 page. |
Item Status |
Enter the updated status of the checklist item: Initiated, In Progress, Completed, and so on. Values for this field are delivered with your system as translate values. Do not modify these values in any way. Any modifications to these values could require substantial programming effort. |
Status Date |
When you update the status of a checklist item, the system automatically changes the status date to the system's current date. You can override this date. |
Access the Update Checklist Item - by Item page (
).Image: Update Checklist Item - by Item page
This example illustrates the fields and controls on the Update Checklist Item - by Item page. You can find definitions for the fields and controls later on this page.
Item Selection
Field or Control |
Definition |
---|---|
All Items |
Select this to update all of the checklist items specified on the Item Update - by Item table to a status of Complete. |
One Item and Checklist Item Code |
Select this to update the checklist item that you specify, to a status of Complete. You must specify the checklist item to update. After you run the process, you can view the CCCHKLER report, which lists the IDs and the checklist item codes that were updated. |
Access the Checklist Item Update Parms page (
).Image: Checklist Item Update Parms (parameters) page
This example illustrates the fields and controls on the Checklist Item Update Parms (parameters) page. You can find definitions for the fields and controls later on this page.
ID Selection
Field or Control |
Definition |
---|---|
Process All IDs or ID |
Select Process All IDs to update all eligible checklist items for all IDs in your system, or specify the ID of the specific individual whose checklist item the process should update. |
Data Type Selection
Data type selection relates to logic in the process that provides a linkage to admissions records where the applicable data resides. When the Test Scores button is clicked, the process evaluates data in the test score table as it updates checklist items.
Field or Control |
Definition |
---|---|
Test Scores |
Select to evaluate test score data in PeopleSoft Recruiting and Admissions to update checklist items. |
Transcripts |
Select to evaluate transcript data in PeopleSoft Recruiting and Admissions to update checklist items. |
General Materials |
Select to evaluate general materials data in PeopleSoft Recruiting and Admissions to update checklist items. |
Checklist Item Selection
Field or Control |
Definition |
---|---|
Checklist Item Code |
Enter the code of the checklist item to update. |
Specifying the Data to Update
Access the Data Selection Parameters page (
).Image: Data Selection Parms (parameters) page
This example illustrates the fields and controls on the Data Selection Parms (parameters) page. You can find definitions for the fields and controls later on this page.
Only the data selection parameters associated with the data types selected on the Update Parameters page are available.
Data Selection Parameters
Field or Control |
Definition |
---|---|
Process All Test IDs or Test ID |
Select Process All Test IDs for the process to update the checklist item for all test IDs, or specify the test from the Test Scores page (for example, GRE test) for which the system should update this checklist item. If you select the Test Scores option in the Data Selection group box, you must either select Process All Test IDs or specify one test ID. |
Process All Organizations or Org ID |
Select Process All Organizations to evaluate all transcript data from all organizations to update the checklist item, or, specify the organization from the Education page (for example 000010008 Apache Junction High School), for which the system should update the checklist item. Transcripts received are recorded by Organization in the PeopleSoft Recruiting and Admissions Education page. If you select the Transcripts option in the Data Selection group box, you must either select Process All Organizations or specify one organization ID. |
Process All General Materials or Material Group or Material Type |
Select Process All General Materials to evaluate all general materials data to update this checklist item, or specify the material group from the General Materials page (for example, UGRECOMM, Undergraduate Recommendations) or the specific material type from the General Materials page (for example REC, Recommendation), for which the system should update this checklist item. If you select the General Materials option in the Data selection group box, you must either select Process All General Materials to process all general materials or specify one material group or a material type. |
Data Type Selection
Field or Control |
Definition |
---|---|
Test Scores |
When selected, indicates the process should evaluate the test IDs specified in the ID Selection group box to update checklist items. |
Transcripts |
When selected, indicates the process should evaluate the transcripts for the organizations specified in the ID Selection group box to update checklist items. |
General Materials |
When selected, indicates the process should evaluate the materials specified in the ID Selection group box to update checklist items. |