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Using the checklist - Department


Marking a step as done

Departments can mark any step with a departmental icon as completed.

1... Select the individual student's checklist.

2... Place a checkmark next to the step that has been completed.

3... 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.

Creating a new step

1... Open your departmental checklist.

2... Click New.

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

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

Most steps created should have the student, or student and department, actors.

Note: Do not choose "department only" unless you plan to monitor and check off the step. If you want to be able to check off a step, choose to include the department icon.

5... If you would like to add a link in the step 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.

6... 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.

7... 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.

8... To have this step appear on your current students' checklists, make sure "Apply this change to all current students" is checked. (If "Apply to all current students" is not checked, only newly admitted students will have the new step in their checklists.)

9... Click Save. The steps will be renumbered and adjusted automatically.


Deleting a step you created

1... Select your departmental checklist.

2... Check the box next to the step you would like to delete. (Note: Departments cannot delete steps that were created by Rackham.)

3... Click Delete.

4... You will see a confirmation page. To delete the step from all checklists, make sure "Apply this change to all current students" is checked.(If "Apply to all current students" is not checked, only newly admitted students will not have the step in their checklists.)

5... Click Save.

Revising a step that you created

1... Select your departmental checklist.

2... Check the box next to the step you would like to revise. (Note: Departments cannot revise steps that were created by Rackham.)

3... Click Revise.

4... Revise the Description, Actor or Prerequisite choices. To revise a the step in all checklists, make sure "Apply this change to all current students" is checked. (If "Apply to all current students" is not checked, only newly admitted students will have revised step.)

5... Click Save.


Moving a step that you created

1... Select your departmental checklist.

2... Check the box next to the step you would like to move. (Note: Departments cannot move steps that were created by Rackham.)

3... Click Move.

4... 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. To move the step on all checklists, make sure "Apply this change to all current students" is checked. (If "Apply to all current students" is not checked, only newly admitted students will have the step moved in their checklists.)

5... Click Save.