Currently, Checklist is used to build a file structure for candidates to upload documents. Each dossier is associated with one Checklist, and a checklist is comprised of sections.
|Effective Date||The date for which the Checklist will be effective. This date needs to be on/prior to the date the Checklist to takes effect. When editing, it will determine the date the new values go into effect.|
|Dossier Type||The Dossier Type which the Checklist is associated with.|
|The candidate's promotion/tenure department that the Checklist is specific to|
|Organization Code||The candidate's organization code (school ID) that the Checklist is specific to|
|Description||The text field used to describe of the Checklist|
|Group Key||Institution Location Campus attributes KPME-3476|
|Active||Status of the Checklist, checked indicates Active, unchecked indicates Inactive. If the Checklist is being eliminated, change effective date to when Checklist will be eliminated and uncheck the active box.|
To make the system as flexible as possible, eDossier allows the use of multiple checklists. Each department may have its own checklist; each school may have its own checklist; each campus may have its own checklist; each institution may have its own checklist.
When a candidate’s dossier is created, the eDossier application will automatically assign the appropriate checklist to it. The selection of checklist for this assignment will be based on dossier type and the attributes of the checklist as compared to the attributes of the candidate.
Dossier type: checklists may be specific to a certain type of dossier. For instance, an institution may have a checklist for promotion dossiers and a different one for tenure dossiers. The checklist’s dossier type code must match the dossier’s dossier type code. Some checklists have a wildcard for dossier type, which means they match any dossier type code.
The checklist attributes that are considered when selecting a checklist to be assigned to a dossier are:
Thus, when setting up a checklist, these attributes need to be populated or wildcarded: