Viewing an Organization Checklist Summary


Concept


Steps:

  1. Begin by navigating to the Org Checklist Summary page.

     

    Click the Campus Community link.

    Step 1
  2. Click the Checklists link.

    Step 2
  3. Click the Org Checklist Summary link.

    Step 3
  4. Enter the desired information into the External Org ID field. Enter

     a valid value
     e.g.
     "AV1019"
    .

    Step 4
  5. Click the Search button.

    Step 5
  6. Use the Org Checklist Summary page to view a summary of checklist items for an organization.

    Step 6
  7. You can further narrow your search by specifying values in the fields in the Selection Criteria region. In this example, you want to view all checklist items associated with Ford Motor Company; therefore, you need not further narrow your search.

     

    Click the Search button.

    Step 7
  8. All the checklist items associated with Ford Motor Company are displayed in the Search Results region.

     

    The Code Item Status tab displays information about each checklist item, such as checklist codes, description, due date, and status.

    Step 8
  9. Click the Function and Contact tab.

    Step 9
  10. Use the Function and Contact tab to determine the institution, administrative function, and checklist type associated with the checklist item. Also use it to determine the name of the contact person for the checklist item.

    Step 10
  11. Click the Edit link for any of the rows to open the checklist in the Org Checklist Mgmt 1 page, where it can be edited.

    Step 11
  12. Click the View link for any of the rows to open the checklist in the Org Checklist Detail 1 page, which displays a view only version of the same information that can be seen in the Org Checklist Mgmt 1 page.

    Step 12

You have successfully viewed checklist summary information for an organization.

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