You can assign checklists to individuals or groups of individuals. For each checklist item that you assign, you can specify the individual who is responsible for that item. You can specify a due date for the overall checklist and assign the same or different due dates for each item on the checklist.

 

In addition to assigning checklists manually, you can use the 3C engine to automatically assign checklists based on rules and conditions that you set up, use the Population Selection feature to select a group of IDs, or you could use the mass change process.

 

You can manually assign a checklist to an individual using the Checklist Management pages.

 

Consider this scenario: A prospective student has many tasks to complete during her PeopleSoft University application process. She needs to write a personal statement and submit official transcripts and test scores. Your goal is to assign a checklist to this individual for the application process.


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