Slate.org Application Sharing Settings

Updated November 17, 2022 15:11

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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.

From the Configurations section, select Slate.org Application Sharing Settings. If you have not yet requested enrollment with Slate.org, you will see a status message directing you to submit a Service Desk Request.
When your request is approved, you can modify the aspects of your application data that you choose to share with counselors using Slate.org.

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.

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

Select a round.
Configure the following settings:
- Share: Choose whether or not to share applications in the application round with school counselors using Slate.org.
  - With sharing enabled, the following options appear:
    - Shared Name: Enter the name of the round that Slate.org users will see when viewing the application.
    - Application Deadline: Enter the application deadline Slate.org users see when viewing the application.
Click Save.

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

Select an application status.
Configure the following settings:
- Share: Choose if you would like to share applications with this application status with school counselors in Slate.org.
  - With sharing enabled, the following options appear:
    - Shared Name: Enter the name of the status that Slate.org counselor users see when viewing the application data.
    - Applicant View Name: Enter the name of the status that Slate.org student users see when viewing the applicant data in their Slate.org application tracker.
    - Status Type: Select the applicant status category.
Click Save.

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

Click a material type within the list to designate the materials that counselors should be able to upload.
Configure the following settings:
- Share: Choose whether or not you would like to make a material type available for counselors to upload on behalf of the applicant.
  - With sharing enabled, the following options appear:
    - Shared Name: Enter the name of the document type that Slate.org users should see when uploading materials.
Click Save.

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:

Select a material type to designate whether or not you wish to accept these materials from Slate.org.
Configure the following settings: Map Material: Choose whether or not you wish to accept the material from school counselors. With accepting enabled, the following options appear: Map Material: Map the material to the material type in Slate. Send to Batch Acquire: This sends the material uploaded through Slate.org directly to Batch Acquire for assignment. Click Save.

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

Select a decision from the list to update.
Configure the following options:
- Share: Choose whether or not you wish to share a released decision with counselors.
- With sharing enabled, the following options appear:
  - Shared Name: Enter the name of the decision that you would like the counselor to see.
  - Decision Type: Specifies the Decision Type that the decision represents.
  - Decision Status: Determine if the decision will be shared when released or when the applicant has viewed it in the online status portal. By default, this is set only to be shared if viewed by the applicant in the online status portal first.
  - If Decision Status is set to Share all decisions that have been released, the Delay from Release setting appears:
    - Delay from Release (Days): This setting allows you to add a delay so that the decision is not immediately shared upon release. The example above would allow the decision to appear in Slate.org seven days after the release date of that decision.
Click Save.

Example of the Counselor's view of a shared decision in Slate.org:

Decision Status for Applicants

Update 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

Preview Record: This allows you to type in a specific applicant's name to view how their applicant data and checklist would appear in Slate.org based on the current application sharing settings.
Preview: View the list of all eligible applicants to share based on current application settings.

Round Filters: Consider adding a filter to a shared round to test application sharing with a counselor at a specific school. This can provide a great opportunity to test and receive feedback from a school or two before sharing all eligible applications.

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