Note: Before you proceed with the following instructions, back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup solution.

    • Ensure the checklist item has been added to the checklist item table.
    • Create an applicant query of applicants that should receive the checklist item.
    • In Administration, click Globally add records.
    • Select Checklist Items and Tracks in the Add drop-down menu.
    • Select Applicants in the For drop-down menu.
    • Select the query created in Step 2 in the From Group field.
    • Click Checklist Item Information.
    • Select the appropriate School and Academic Year.
      • To add a checklist item, select the checklist item in the Item drop-down menu.
      • Enter the appropriate information in all other fields to the right of the Checklist Item.


        • To add a track, click Add a New Track.
        • In the Add a New Track screen, Select the appropriate School, Year applied, and Track.
        • Click OK.
        • Mark the Create exception query and Print a control report on checkboxes if necessary.
        • Click Preprocessing Report to review and confirm the information is correct.
        • Click Add Now to globally add the checklist item.