You can update the status of checklist items in many ways. You can use the Checklist Management pages on which you assign checklists. Alternatively, you can use the Item Update - by Item or Item Update - by Person processes. Another way to update checklists is to run the Checklist Item Update - Automated background process, which updates items across all checklists in a batch without manual intervention.

 

Consider this scenario: The admissions office has received a prospect's application, essay, and ACT scores. You want to use the Item Update – by Person method to update her ACT checklist.


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