Important

For students to be able to view the Financial Aid Checklist, the status page or custom status portal must be configured to "Show Financial Aid Checklist."
Application Editor > /apply/ > Status Page > General Settings

  Best Practice

Get Organized on paper first!

It is a good practice to organize financial aid materials (including the associated codes currently used for these items) on paper before building any items in Slate. Additionally, consider limiting items to only those that are critical to display to applicants in Slate. (Additional items can always be added at a later time.)

 It can be helpful to start with a simple spreadsheet like this:

Checklist	Code
CSS Profile	CSS
Non Custodial Profile	NCPS
Free Application for Federal Student Aid	FAFSA
Student W-2	S-W2
Parent(s) W-2	P-W2
Parent's Federal Income Tax Return	P-1040

XML Configuration

For each Financial Aid Checklist item, the standard statuses should be included in the XML configuration.  If only standard checklist statuses are being used, the XML should be configured like this:

<p>
   <k>status</k>
   <v>
      <t>Received</t>
      <t>Waived</t>
      <t>Awaiting</t>
    </v>
 </p>

It is important to note that checklist icons are hard coded to the Slate standard statuses as follows:

• Received produces a green check mark

• Waived produces a gray check mark

• Not Received and all other statuses produce a red X

If any custom statuses are to be included, these statuses should also be added to the XML.

To add custom statuses, add the following coding into the XML Configuration for  each item that should have custom statuses:

<p>
   <k>status</k>
   <v>     
      <t>Received</t>
      <t>Waived</t>
      <t>Awaiting</t>
      <t icon="Received">CUSTOM RECEIVED STATUS</t>
      <t icon="Waived">CUSTOM WAIVED STATUS</t>
      <t icon="Awaiting">CUSTOM AWAITING STATUS</t>
   </v>
 </p>