How to Add and Use a Checklist on a Student Profile

After a checklist has been created, it can be included in a student's profile to monitor their documents, advancement, and any outstanding items.

Checklists must first be created by users with an administrator role.  Multiple checklists can be added to a students profile to track and manage students progress across multiple departments.  

1. Adding a Checklist to a Students Profile:

   1. Go to the students profile and scroll down to the documents section
      
   2. Click on the checklists tab 
       
   3. Choose the checklist you want to add from the drop down box, then click Add Checklist.  A pop up will appear asking if you are sure; click ok.  
      
      
      
   4. The checklist is then added to the students profile:
      

2. Using checklists:

   1. When a box on the checklist is checked a pop up will appear asking if you are sure; click ok to proceed to check the box as completed.
      
      
   2. Click the question mark next to a checklist item to show any details added for that item
      
   3. If there are multiple checklists, click the name of the checklist you want to view
   4. To delete a checklist, click 'delete'