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Using the Checklist - Committee


Marking a step as done

Committee members can mark committee steps as completed if the committee icon is indicated.

1... Check the step you want to mark as completed.

2... Click Mark as Done in the toolbar.

You will see a confirmation page.

A checked-box icon will appear in place of the check box. You cannot change this icon.

Note: You cannot mark a step as done if its prerequisite is not completed.

You cannot uncheck a step.

 

Creating a new step

You can create steps for your student's checklist.

1... Click New.

2... Type a description of the step. (A red dot means the information is required.)

3... Choose the appropriate actor in the Actors list.

4... If you would like to add a link in the description:

Type the following in the step precisely where you want the link to appear:

url {word or words that you want to appear}

For example,

http://www.umich.edu {UM Website}

The text in the curly brackets will appear as a link. The URL will not be visible to the users. In this example, "UM Website" will appear as a link. Clicking it will take the user to the actual UM website.

5... Choose the prequisites for the step. To choose more than one prerequisite, hold down the Apple key on a Macintosh while clicking the prerequisites; hold down the Ctrl key while clicking on a PC.

Note : Do not click in the prerequisite section if one is not needed.

6... Choose the location for the step. The step will appear immediately after the step you choose. If you choose START, the new step will be the first in the list.

7... Click Save.

The steps will be renumbered and adjusted automatically.

 

Deleting a step you created


1... Check the box next to the step you would like to delete. (Note: Committee members cannot delete steps that were created by the department, Rackham, or a student.)

2... Click Delete.

3... You will see a confirmation page.

4... Click Save.

 

Revising a step you created

1... Check the box next to the step you would like to revise. (Note: Committee members cannot revise steps that were created by the department, Rackham, or a student.)

2... Click Revise.

3... Revise the Description, Actor or Prerequisite choices.

4... Click Save.

 

Moving a step a step you created

1... Check the box next to the step you would like to move. (Note: Committee members cannot move steps that were created by the department, Rackham, or a student.)

2... Click Move.

3... Choose a new location for the step. The step will appear immediately after the step you choose. If you choose START, the new step will be the first in the list.

4... Click Save.