How to Create a Savedlist Using SLED and SLCR in Colleague

If you need to use a Savedlist to run a process on a specific group of records, there are two ways to create one.

SLED (Savedlist Edit Contents)

Use the SLED screen if you have a list of ID records that you need to run a process on.  This could be obtained by running an ad-hoc query or an existing report from Reporting Services. To create a Savedlist with this specific group of IDS follow these steps:

  1. In Colleague, access SLED 
  2. At the "Savedlist LookUp" prompt, enter the name of the Saved list you want to create or update using these guidelines for the file name
    • no spaces or special characters
    • do not start with a number as it interferes with certain Colleague processes
    • use all uppercase
    • identify the process and/or the user creating the list, ex: ANETFINFUPDATE
  3. Click Ok
  4. At the "Record not found -- RETURN to Reenter or (A)dd" dialog box, click "Add"
  5. You can enter each ID one at a time, line by line, or you can enter an entire list at once
    • ​To enter the entire list
      • Click on the detail button at the end of any line
        • if reusing a Saved List be sure to delete previous records (Ctrl A to select all and Delete)
      • When the blank screen appears, copy and paste the list from the appropriate document (Excel, Word, Access, Notepad, etc.)
        • If using Person IDs are being used, make sure the leading zero is shown
      • Delete header rows or blank lines if there are any
        • Make sure there is not a blank line, backspace to put the cursor at the end of the last line of data
      • Click "Save" to save your list 
      • Review the Record Count to ensure the correct number of records have been added
      • Click "Save"/"Update" to exit the screen, the Savedlist is now ready to be used

SLCR (Savedlist Creation)

SLCR allows you to type in a select statement. Note that not all computed columns (virtual fields/i-descriptors) will work correctly.  Data field selections should work fine.  

  1. In Colleague, access SLCR
  2. At the "Savedlist LookUp" prompt, enter the name of the Saved list you want to create or update using these guidelines for the file name
    • no spaces or special characters
    • do not start with a number as it interferes with certain Colleague processes
    • use all uppercase
    • identify the process and/or the user creating the list, ex: ANETFINFUPDATE
    • S03 should be used as a prefix for files used for processes that are on the Process Handler
  3. At the "Record not found -- RETURN to Reenter or (A)dd" dialog box, click "Add"
  4. The name entered above will automatically be used as the default "Savedlist Specification ID"
  5. In the "Savedlist Specification Description", you have the option to enter a more detailed description of the reason for creating the savedlist
  6. In the "Savedlist to Limit Results To", you have the option to enter a saved list to limit your selection if you want to select down off of a larger list
  7. Lastly, enter the select statement
    • Note: you can click the detail button at the end of any row which will provide a blank screen where it may be easier to type the select statement, click "Save" to exit this screen
  8. In the "Review Results of the Select Statement", enter Y(es) to see the results​
  9. ​Then click "Save" and "Update" to run the selection and the Savedlist will be created
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