Employees use these steps to create a savedlist in Colleague to facilitate the viewing or processing of multiple records at the same time.
Links to Informer and Colleague are available here: http://colleague.valpo.edu
Step-by-step guide
- All information in Colleague is stored in files.
- Examples: PERSON, STUDENT, STUDENT.PROGRAMS, GRADUATES, ACAD.CREDENTIALS
- In order to view a record, you look it up using the Key for the file you're using.
- Example: To view a student's record in the LOCR: Student Locator form in Colleague, or any other form pulling from the STUDENT or PERSON files, use the Colleague ID, or student ID, as the key: 1234567.
- Example: To view a degree audit in EVAL or BEVL, you first enter the ID number and then select the academic program: 1234567 and then A.BA.ART. The key in this case is 1234567*A.BA.ART.
- Many reports at Valpo include the key you will need for the process you want to run. In the case of degree audits for academic advisors, reports include a "Key" column that shows the 7-digit Colleague ID number, an asterisk, and the academic program.
- Example: 1234567*A.BA.ART
- To create a savedlist using this key, open your report and filter it to show only the rows you will include in the savedlist.
- Open a web browser and use your ValpoNet credentials to sign into Colleague.
- Using the Form Search at the top of the screen, go to XSAV.
- All information in Colleague is stored in files.
- Enter a Savedlist Name in the designated field. Requirements:
- All capital letters
- No spaces or special characters
- Less than 20 characters
- It should be unique and easy to remember. Recommended: Use your initials in the name to make it unique.
- Tip: Savedlists are purged from Colleague every 7 days. Be prepared to create a new savedlist if you need to run a process for the same group on another day.
- To create a savedlist for viewing degree audits, use the file name STUDENT.PROGRAMS. For other processes, use the file that is relevant to what you're working on. IT and the Office of the Registrar can help if you're not certain.
- Click on the magnifying glass icon next to the first row in the Keys section.
- Copy the Key column from your report (StudentID*program) and paste it into the Savedlist Keys pop up window.
- Click the Save button to close the pop up window and retain the keys.
- Make sure that there are NO BLANK ROWS after you paste the keys, especially at the end.
- All IDs must be seven digits for this to work. If you see any IDs with less characters, add the preceding “0”s to the ID number to make it seven digits.
- Allow Duplicates: N
- Validate ad Create SavedList: Y
- Save All
- Enter a Savedlist Name in the designated field. Requirements:
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For additional assistance, contact the IT Help Desk.