Using the Checklist Tab

In this guide you will be shown how to setup and use the student Checklist tab. The Checklist tab for a Student shows a list of tasks/activities that must be completed relating to that student. The list of items are completely configurable.

Setting up the Checklist

1. Before you can add items to the checklist you must set the categories and items in Standard Values.

To set the Categories, first navigate to Administration > Standard Values and locate the Student Values panel.

2. Within the Student Values panel, locate and click on the Checklist Categories option.

Clicking the Checklist Categories option will open a window. Here click Add Value to add a new category, then click Save. 

3. Once the Category is in place, you can now add the items for the list by opening the Checklist Options under the Student Values. This will open a new window, click New Checklist Item, to add a new item. 

4. Clicking New Checklist Item, will open up a window where you can fill in the Title, Category and Description for this Checklist Item.

5. At the bottom you will see the Add to New Student tick box. Ticking this will add this item to the checklist automatically for any new student you add to Databridge. 

Adding/Completing Checklist items

1. Once you have completed the Standard Value setup for your Student Checklists, you can now start adding them to your Student Records. To do so, Navigate to Student > Find Student > Select Relevant Student Record > View Student

2. Clicking View Student will load the Student Record. From here, navigate to the Checklist tab. Once on the  Checklist tab any already added items will appear. To add new items, click Add Item.

3. Clicking Add Item will open a window. Here you can select the Category you wish to add, and as many Options as you require, by selecting the checkboxes. Once you are happy with your selection, click Save.

4. The items selected will now be shown on the Student's Record. If you wish to add comments to any item, click the Notepad Icon, you can delete an item using the Trashcan Icon, or to complete the Checklist Item click the Tick Icon.

5. Ticking the Item will mark it as complete, including the date it was ticked and by whom.