Setting Up Checklist Items

This section discusses how to define checklist items for both the PeopleSoft Classic and Fluid User Interfaces. To set up checklist items in either the Classic or Fluid User Interfaces, use the Checklist Item Table component (CS_CHK_ITEM_TBL).

Page Name

Definition Name

Navigation

Usage

Checklist Item Table

SCC_CHECKLST_ITEM

SCC_CKLSITM_TBL for the Fluid interface.

  • Set Up SACR > Common Definitions > Checklists > Checklist Item Table

  • Campus Community > Checklists > Set Up Checklists > Checklist Item Table

Define items to make available for checklists.

Configure the checklist items that appear in Fluid Self Service using the Checklist Item table.

Access the Checklist Item Table page (Set Up SACR > Common Definitions > Checklists > Checklist Item Table).

Image: Checklist Item Table page

This example illustrates the fields and controls on the Checklist Item Table page. You can find definitions for the fields and controls later on this page.

Checklist Item Table page

Field or Control

Definition
Item Association

If the item is associated with a particular person or organization in any way, you can select either Name or Organization to indicate that.

The item association that you select here is used on checklist management pages when you assign checklists to IDs. Although you assign the checklist to the ID, you might want to know that an item must come from, or is in some other way associated with, another individual or organization. For example, you might assign a checklist item called Transcript to an individual, and that item might be created with an item association of Organization. On the checklist management page where you assign the checklist to the ID, you can identify the organization (for example, PeopleSoft University) from which that transcript is needed for the applicant to be admitted. This is especially helpful if you need to receive multiple transcripts for an applicant.

The Item Update - Automated process, which links checklist items with transcripts with general materials, such as recommendation letters, and with tests scores in PeopleSoft Recruiting and Admissions, also uses this.

Values for this field are delivered with your system as translate values. You should not modify these translate values.
Comments

Enter comments to further describe or define this Item Code. This is a rich text field, so you can format text and include external URLs or email links that are displayed on a Fluid User Interface.
Fluid Field Display

Set up these optional fields for the PeopleSoft Fluid User Interface.

Use the check boxes to set up optional fields to be displayed on the Task Details page from Person Checklist Item. By default, the check boxes are not selected for new records. The Checklist Code Descr and Comments are always displayed. If there is more than one active institution, the institution is displayed.

  • Contact Name—if the check box is selected, the name of the person defined as the Responsible ID in the Person Checklist Item is displayed. If defined, the preferred name is displayed, otherwise the primary name is displayed. If a Responsible ID is not defined, the field is not displayed.

  • Contact Email— if the check box is selected, the preferred email of the defined Responsible ID in the Person Checklist Item is displayed. If a Responsible ID is not defined or if the Responsible ID does not have a preferred email defined, the field is not displayed.
Action Button Label

Set up an optional button in the Hold Details modal page to navigate to another Fluid self-service page. If configured, also define the target Fluid page in the Menu, Component and Page fields.

For the Action Button to be displayed on mobile devices without the need for horizontal scrolling, ensure that the label value has a maximum of 30 characters.

Access the Checklist Item Table page (Set Up SACR > Common Definitions > Checklists > Checklist Item Table).

In the Fluid Field Display region, use the following information to set up the file upload functionality. This defines the Upload File button as a checklist item.

Field or Control

Definition
Action Button Label

Upload File
Menu Name

SAD_APPLICANT_FL
Component Name

SAD_ATTACH_FL
Page Name

SAD_ATTACH_FL