Require Academic Information

Inserting Submission Requirements

Hard and Soft Fails can be added to an application through the Application Logic function within Slate:

  1. Select Database on the top navigation bar and select Application Logic.
  2. Select Insert.
  3. Enter the following configurations for each desired submission requirement:
    • Status: Make your requirement status Active.
    • Folder: Keep your records organized by putting them in a folder. Select Other to create a new folder.
    • Type: Type should be Submission Requirement.
    • Name: Provide the text that will display when the applicant is missing information.
    • Warning: Select Hard Fail or a Soft Fail.
    • Group: Group is optional. Add a Group here to quickly restrict the requirement to only the applicants who meet the group criteria you set up earlier. Slate will automatically include the filter criteria for the group in the requirement rule.
    • Base: Select Applications as the base

    Select the Light Bulb  for a complete listing of all setting descriptions.

Require a School with a Specific Level of Study

What the submission requirement does:
Prevents submission of the application if the applicant has not entered the required school level of study.

Within the Application Logic configuration, set the following:

  • Section: Select the Academics page, which will begin as aca - 
  • Filters
    • Has School Level of Study - Returns prospects that have or do not have a school of the selected Level of Study.

  Why 'NOT IN'?

Remember that the filters that you select are finding the applications that should receive the error or warning. In this example, you are finding applications where a high school has not been entered.

Who will see this submission requirement? Applicants who do not have a school with the High School level of study.

Important

School Level of Study can be created using a prompt list with a key of school_type.
Conditionally Require a School with a Specific Level of Study

What the submission requirement does:
Prevents submission of the application if the applicant has not entered the required school level of study.

Within the Application Logic configuration, set the following:

  • Section: Select the Academics page, which will begin as aca - 
  • Filters
    • Round Key - Allows you to search for all applicants who have an application in selected round(s) based upon the key of that round.
    • Has School Level of Study - Returns prospects that have or do not have a school of the selected Level of Study.

  Who will see this submission requirement?

Transfer applicants who do not have an Undergraduate school entered.
1477687905_important.png Important -  Set It and Forget It! When creating submission requirements that are specific to a certain round, use the Round Key filter. Since the round key is not specific to a year, you will not need to update all of your round filters each year to select the new application rounds.
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