This article is specifically tailored for institutions implementing our ready-to-use turnkey database.
The following checklist is your go-to resource for understanding your database's full range of preconfigured features and functionalities. It provides a detailed overview of all elements that require customization to unlock the full potential of certain capabilities. This checklist provides a clear roadmap to explore, configure, and optimize your Slate database, resulting in a seamless user experience tailored precisely to your needs.
This article serves as an extension to the themes and functionalities highlighted in the "Fundamentals of Admissions" course. We highly recommend engaging with it concurrently as you navigate through your database. The course is designed to supplement your understanding, providing a robust framework to enhance your experience and proficiency with our database.
Getting Started
Test Record
We have created Albie Test within this database. We recommend testing all things built within your Slate instance so it will be necessary to develop multiple test records with a variety of data points.
* Denotes action is required
Testing
Ensuring the reliability of your configurations in Slate is paramount. Whenever modifications are made, particularly before initiating any "Go-Live" functionalities, it's crucial to rigorously test your processes. To facilitate this, consider provisioning or refreshing your Test environment. This environment mirrors your Production setup, granting you the freedom to run Slate functions without compromising data integrity in your production environment.
Applications
Application Components
| Pre-Built | Requires Further Configurations |
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Enrollment Information Page* - This page can be customized in any way to meet your institutional needs. The following prompt-based fields have been preconfigured - You must modify and add the prompt list that mirror your institutional options:
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Application Creation Form has been preconfigured to include round and pin. These must be updated prior to going live. Communications have been configured and need to be customized. You will need to customize the "Sender" field to reflect your institutional email. |
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The application status portal has been preconfigured. However, this portal can be enhanced based on institutional needs at any time. |
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Submission Requirements
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All common submission requirements have been preconfigured based on historical knowledge of other institutional expectations. These can all be modified or removed. You can also create any additional requirements at any time. |
| Rounds & Periods* |
*Placeholder periods and rounds have been preconfigured. These must be updated prior to going live. |
Decision Management
The Slate decision management system is streamlined and comprehensive, allowing for the release of electronic decisions to application records on an individual or batch basis. The system uses reader evaluations, rankings, and other inputs to make decisions that can be released immediately or scheduled for future release.
| Pre-Built | Requires Further Configurations |
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| Decision Codes |
Best practice Decision Codes have been preconfigured and can be customized to meet your institutional process. |
| Decision Letters* |
Three example placeholder letters have been preconfigured that can be customized to meet your institutional language and branding. |
| Automation |
The following rules have been pre-configured:
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Reader Workflow
| Pre-Built | Requires Further Configurations |
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| General Review Workflow |
A basic and general workflow has been created for reviewing applications.
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| Bins |
Bins and columns have been created based on historical knowledge of general institutional needs. They can be configured or renamed to reflect your process. |
| Bin & Queue Automations |
A Do Nothing Rule, Awaiting Submission and Awaiting Materials automations have been configured. Automation within the reader can increase efficiency of your review process. Further configuration is recommended.
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| Review Form |
A generic Reader Review form has been created and configured for the Review Bin.
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| Reader Tabs |
Basic reader tabs have been created for:
Additional Tabs and Materials should be configured to reflect your process. |
Deliver
| Pre-Built | Requires Further Configurations |
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Two example templates have been created that is mobile responsive. You will need to customize the "Sender" field to reflect your institutional email. |
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The following System emails have been generally configured with your {{System-Database-Friendly-Name}}:
Application Submission Account Password Reset Account Email Migration Recommendation Request (To Recommender) Recommendation Submission (To Recommender) Recommendation Submission (To Applicant)
Mailings may need additional customization to reflect your branding/style guide. You will need to customize the "Sender" field to reflect your institutional email.
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Forms
| Pre-Built | Requires Further Configurations |
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| Request for Information |
*The following prompt lists are included on this form have been preconfigured with placeholder values, are associated with custom fields, and must be customized:
A confirmation page/email has been configured to fire upon form submission. You will need to customize the "Sender" field to reflect your institutional email. |
Events
| Pre-Built | Requires Further Configurations |
|---|---|
| Event Templates* |
Three event templates have been created equipped with event communications. Event details must be customized.
The following must be updated in order to use these templates:
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Event Landing Portal has been configured and can be modified as necessary |
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Event Communications |
The following emails have been configured for each event. You will need to customize the "Sender" field to reflect your institutional email. You will also need to Activate each mailing in order for them to function.
Confirmation Page Confirmation Email Reminder Email Reminder SMS Thank You for Attending Email Sorry We Missed You Email
Knowledge Base- Form and Event Communications Knowledge Base- Form and Event Communications Merge Fields |
Queries / Reports
| Pre-Built | Requires Further Configurations |
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| Query - Data Export* |
This query has been preconfigured but must be modified further in order to activate and use. |
| Query - Document Export |
This query has been preconfigured. You may customize filtering in order to us |
Tabs
| Pre-Built | Requires Further Configurations |
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Update the form to include any additional institutional-specific person-scoped fields, as necessary. |
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| Application Details Tab |
Update the form to include any additional institutional-specific application-scoped fields, as necessary. |
Origin Groups & Sources
| Pre-Built | Requires Further Configurations |
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Common groups have been preconfigured. Add any additional groups as necessary. |
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Common sources have been preconfigured. Add any additional groups as necessary. |
Rules
| Pre-Built | Requires Further Configurations |
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| Staff Assignments |
The staff assignment exclusively group has been preconfigured. The remainder of these rules commonly are unique to each institutions. Be sure to update the filter criteria and all users associated. Alternatively, use these as a reference and delete them all / create your own from scratch. |
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Population
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Two sample populations have been configured that can be used throughout drip marketing campaigns.
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Fields & Prompts
| Pre-Built | Requires Further Configurations |
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| Fields |
The following fields are custom. If there is an associated prompt list, the list can and sometimes must be customized:
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| Prompts |
The following prompt lists have been preconfigured, are associated with standard fields and can be customized:
The following prompt lists have been preconfigured, are associated with standard fields and can be customized:
*The following prompt lists have been preconfigured with placeholder values, are associated with custom fields, and must be customized:
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Users & Access
| Pre-Built | Requires Further Configurations |
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| Role Groups & Permissions |
The following roles have been pre-configured and can be updated to remove or add permissions that make sense for your users. These roles can be granted to any new user that you create that meet that criteria:
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