Document Lists

You can use the Document Lists page to configure the sets of documents that can be assigned to a student. You can create Document Lists that are specific to campus groups and assign documents to students based on your criteria.

The document lists you add are displayed and selected in Anthology Student when you manage the documents for a student (Select the Students tile > select the name in the Students list > expand Contact Manager > select the Documents tile.)

A document list can also be: 

  • Associated with a task when it is defined

  • Assigned when an event occurs (For example, a list of documents can be assigned to a student when they enroll or enroll in a specific program version.) 

Prerequisites

To view the page, you must have Contact Manager - Configuration - View authorization.

To edit the page, you must have Contact Manager - Configuration - Manage authorization.

To edit an item associated with more than one campus, you must have access to all the campuses. For example, if the item is configured to be available at three campuses and you only have access to two of the campuses, you can view the item but cannot edit it. When you add an item, you can only select campuses to which you have access.

Access Method

Select the Configuration tile > locate Contact Manager in tree > select Document Lists.

Procedure to Add or Edit Items

  1. Review the values of the records in the grid.

  2. If you want to:

    • Add a new list item, select the New button on the toolbar

    • Add a new list item by copying and modifying an existing list item, select the row in the list and the Duplicate button on the toolbar

    • Edit an existing list item, select the name in the list

  3. Review, specify, or change the following values.

ActiveClosed Specifies whether the associated record is active.

CampusesClosed The campus or campuses to which a person or item is assigned. It is filtered to display the campuses to which you have access. In some cases, it is also used to filter a list to only those items for the campus. In some lists, you can select more than one campus or select All. In lists that display columns, if the column contains more than one campus, you cannot sort or filter on that column.

CodeClosed The alphanumeric code assigned to the item by your institution. In most cases, codes must be unique.

DocumentsClosed Lists the document names. If you are selecting the documents, you can use the search icon to display a list that you can use to select multiple documents.

ModuleClosed The various categories that pertain to functional areas within an institution. For example, Academic Records, Financial Aid, and so on. If the list contains All, it includes all areas.

NameClosed The name of the document list. Document lists are configured by your institution.

  1. If you want to save and: 

    • Continue making changes, select the Save button

    • Continue to add another item to the list, select the Save & New button

    • Close, select the Save & Close button