3C – Communication, Checklist, and Comment Navigations

Important Information

This document provides a list of navigations to access M-Pathways 3C data: communications, checklists, and comments. It primarily highlights 3C navigations from the Campus Community menu. Your M-Pathways security access may include other pages in addition to those listed in this document.

An alternative to the menu navigations listed in this document is the use of the 3C icons, which are available on selected pages. Depending on security access, these icons may be available on some Financial Aid, Student Admissions, Records and Enrollment, and Student Financials pages. Some data automatically populates when using these icons. These icons include:

add communication icon Add a new communication

add checklist icon Add a new checklist

add comment icon Add a new comment

Contents

Communication Tasks

Assign or update a communication for an individual:

  • NavBar > Navigator > Campus Community > Communications > Person Communications > Communication Management (if communications already exist, click Add to avoid overwriting a previous communication)
  • NavBar > Navigator > Campus Community > Communications > Person Communications > Communication Summary, click Edit (to update only)
  • NavBar > Navigator > Campus Community > Communications > Person Communications > Communication Summary, click add communication icon (Add a new communication)

Complete a communication:

  • NavBar > Navigator > Campus Community > Communications > Letter Generation
  • NavBar > Navigator > Campus Community > Communications > Person Communications > Communication Management
  • NavBar > Navigator > Set Up SACR > User Defaults, click the Communication Speed Keys link (to set a communication to complete using a Communication Speed Key)

View communications for an individual

  • NavBar > Navigator > Campus Community > Communications > Person Communications > Communication Summary

Communication Speed Keys – Determine your unit’s communication speed keys

  • NavBar > Navigator > Campus Community > Communications > Communication Reports > Comm Speedkey By Category

Communication Speed Keys - Enable

  • NavBar > Navigator > Set Up SACR > User Defaults, click the Communication Speed Keys link

Communication Reports – Run

  • NavBar > Navigator > Campus Community > Communications > Communication Reports

Load multiple communications via batch

  • NavBar > Navigator > Campus Community > Communications > Batch Load of Communications

Generate an extract file (to do a Mail Merge)

  • NavBar > Navigator > Campus Community > Communications > Letter Generation

Generate an extract file for Communication Generation

  • NavBar > Navigator > Campus Community > Communications > Communication Generation

Checklist Tasks

Create/add a checklist for an individual

  • NavBar > Navigator > Campus Community > Checklists > Person Checklists > Checklist Management – Person (if checklists already exist, click Add to avoid overwriting a previously entered checklist)
  • NavBar > Navigator > Campus Community > Checklists > Person Checklists > Person Checklist Summary, click add checklist icon (Add a new checklist) icon

View the number and types of checklists assigned to an individual

  • NavBar > Navigator > Campus Community > Checklists > Person Checklists > Person Checklist Summary

Update a checklist

  • NavBar > Navigator > Campus Community > Checklists > Person Checklists > Person Checklist Summary, click Edit
  • NavBar > Navigator > Campus Community > Checklists > Person Checklists > Checklist Management – Person

Checklist Reports - Run

  • NavBar > Navigator > Campus Community > Checklists > Checklist Reports > Checklist Status Report
  • NavBar > Navigator > Campus Community > Checklists > Checklist Reports > Incomplt Chklst Detail Report
  • NavBar > Navigator > Campus Community > Checklists > Checklist Reports > Checklists Item Detail Report

Comment Tasks

Enter and update comments for an individual

  • NavBar > Navigator > Campus Community > Comments > Comments - Person > Person Comment Entry (if comments already exist, click Add to avoid overwriting a previous comment)
  • NavBar > Navigator > Campus Community > Comments > Comments - Person > Person Comment Summary, click add comment icon (Add a new comment) icon

View the number and types of comments for an individual

  • NavBar > Navigator > Campus Community > Comments > Comments - Person > Person Comment Summary
  • NavBar > Navigator > Campus Community > Comments > Comments - Person > Person Comment Detail

Pages with 3C Icons

You can assign or update communications, checklists, or comments on a number of other M-Pathways pages that display the icons.

add communication icon Add a new communication

add checklist icon Add a new checklist

add comment icon Add a new comment

Financial Aid

  • Disburse Aid page
  • Disburse Aid with Override page
  • Financial Aid Administrator’s Summary page
  • Financial Aid Status page
  • UMICH Stdnt Disb page

Recruiting and Admissions

  • Application Program Data page
  • Application School Recruiting page
  • Application Student Response page
  • Application Evaluation page
  • Overall Rating page
  • Committee Rating page
  • Evaluator Rating page
  • Prospect Career Data page
  • Prospect Program Data page
  • Prospect School/Recruiting page

Student Records

  • Student Program page
  • Term Activation page