Include the Checklist name when completing steps in Bulk through Candidate list
When completing/waiving checklist steps in bulk through Candidate Lists, the steps to choose from do not note what candidate checklist the step is originating from.
ie: to record when an accepted student has deposited, we utilize a step we created for 4 different checklists that all have the same title: step "Deposit Received" (Transfer, Readmit, Undergrad, and Fall 2022 Undergrad checklists". When choosing a step to bulk complete from the drop down menu there are 4 steps called "Deposit Received", but there is no way of knowing from which checklist this option is pulling from.
-
Cecelia Gronemeyer
- Dec 5 2021
Related ideas
We have a similar situation- I found that if I need to narrow it down by checklist, then I filter specifically for that checklist, which you usually have to do in order to see the checklist items to begin with.
For instance, we have seven checklists all with an item called "Materials Given."
When I am searching for everyone in the system who has not had that checked off, I have the Candidate List filter by "Checklist-->Select Checklist step" and then choose each checklist with each iteration of "Materials Given."
When you go to bulk check them off, it's slightly annoying because it'll just bulk check the ones that have the same checklist as the first one you pick, so you have to mark them as complete manually, but then you're able to choose the Status and Date all in bulk.
Attachments Open full size