Required Permission
This guide serves as a general overview of Slate.org Application Sharing Settings for Slate Partner institutions. Application data is shared only with enrolled high schools. The information is not shared with other entities, such as Community Colleges or Community Based Organizations.
Overview
Access Slate.org Application Sharing Settings
To access Slate.org Application Sharing Settings:
- From the main navigation, select Database.
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This is an opt-in model, where you designate what you would like to share. These settings can be changed at any time. School counselors can view the application data and decisions that you opt in to share in Slate.org: |
💻 Slate.org Webinar: End of Cycle Tasks
This webinar gives an overview of the data sharing settings for colleges and universities to activate and update in their database. We will discuss what each section means as well as how it impacts both the high school counselor and student. |
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Rounds
An application can only be shared if its application period is configured as active. All application rounds that are eligible for sharing appear in the Rounds section. By default, no application rounds are shared. Select a round in the table to designate which application rounds should be considered for sharing. |
Configuring round sharing settings
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Application Statuses
Once you've designated the shared Application Rounds, visit the Application Statuses section. Here you can designate the applications shared by application status within those rounds. By default, no application statuses are shared. Click each application status in the table to designate the application statuses to be considered for sharing. |
Configuring application status sharing settings
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Important
Application Rounds and Application Statuses work together. The applications that will be viewed in Slate.org are those with a 'Shared' combination.
For example, if the Application Status of Awaiting Materials is "Shared" and the 2022 Regular Decision Round is "Shared." Only applications in the 2022 Regular Decision round with a current Application Status of Awaiting Materials appear. Once the Application Status of these applications changes, they will no longer appear unless the other statuses are set to "Shared."
Checklists
Within the Checklists section, you can share applicant checklists with school counselors. By default, checklists are not shared. Your preference is selected by clicking Update within the Checklists section. |
Sharing the checklist with Slate.org institutions will share the entire checklist. The checklist names and statuses will appear in Slate.org exactly as they appear on the applicant's status page.
Materials
The Materials section shows a list of all of your material types in Slate. You can grant school counselors the ability to upload specific materials on behalf of applicants. Your institution may receive these materials and associate them with applicant records in Slate. By default, no materials are shared. |
Configuring materials sharing settings
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Batch Acquire Materials
At the top of the list of materials, you'll find Generic Material sent directly to Batch Acquire. This option allows school counselors to upload materials for material assignment within Batch Acquire. |
Clicking this Generic Material will allow you to update the Material Share and Shared Name settings. Materials uploaded to this generic material type are sent directly to Batch Acquire. The appropriate record is pre-selected when viewing these materials in Batch Acquire. You may also use this option exclusively so that every uploaded document can be reviewed in Batch Acquire. |
Batch Material
School counselors may have the ability to upload specific material types to a person record, rather than to a specific application. These materials will not be enabled for acceptance from Slate.org institutions by default. |
Configuring batch acquire mapping settings:
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School counselors will be able to see the batch-uploaded materials your college or university accepts. They will also see the batched documents they have uploaded: |
Decisions
In this section, determine the released decisions you would like to share with school counselors. By default, no decisions are shared. |
Configuring decision sharing settings
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Example of the Counselor's view of a shared decision in Slate.org: |
Decision Status for ApplicantsUpdate this setting to notify students in Slate.org that a decision is waiting for them in their application status portal. |
Students with an active Slate.org account will be able to receive decision release notifications in their Application Tracker. Students must still log into their status pages to view the decision. Example student view in Slate.org: |
Testing
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