Building a Slate-hosted application is a powerful way to manage, streamline, and hyper-personalize the application process. To ensure that your application is set up and configured correctly before going live, it is important to use a checklist.
|🔲||Create Period(s) and Round(s)*|
|🔲||Create application-scoped fields and person-scoped fields where necessary|
|🔲||Create Prompts for prompt-based fields|
|🔲||Create Materials collected as part of the application|
|🔲||Imported Applications - Add & remap application Source Formats from Source Format Library**|
|🔲||Add Test Types to collect test score information|
|🔲||Configure payment integration***|
* Period must be active in order to use the Application Editor. Rounds should be inactive until ready to go live.
** If a Source Format is not available in the Source Format Library, create a custom New Source Format.
*** For information on payments in Slate, please visit Payments.
If using Slate Payments, please read the following articles: Setting up Slate Payments and Slate Payments FAQ. If using a third party vendor, please read Using an External Processor to Collect Payments through Slate. Please note that if payments will be accepted via a third party vendor, a request must be submitted to the Payments Integration team 30-60 days in advance of application go-live date.
|🔲||Add Slate-hosted Application from the Slate Template Library if building an application in Slate|
|🔲||Create Application Page-scoped forms|
|🔲||Add conditional logic to forms, where necessary (optional)|
|🔲||Create Page Keys in Application Logic to show/hide entire pages (optional)|
|🔲||Use Application Editor to customize Slate delivered pages (optional)|
|🔲||Use Application Editor to manage additional pages - e.g., Digital Portfolio (optional)|
|🔲||Use Application Editor to add custom form pages*|
|🔲||Use Application Editor to add Page Keys (optional)|
|🔲||Create submission requirements (hard/soft fails) using Application Logic|
|🔲||Create system email notifications for Slate Applications**|
|🔲||Create custom recommendation/school report forms (optional)|
|🔲||Test the application(s)|
* These pages can all be built in a more sustainable manner using Forms:
- Custom App Page (Special Use Only)
- Essays (Retired)
- Instructional Page
- Upload Material
** If importing applications, system emails will not apply. Create notification emails using Deliver.
|🔲||Create checklist items and assign fulfillment requirements|
|🔲||Organize all checklist items into checklist groups|
|🔲||Create checklist rules to assign items in checklist groups|
|🔲||Add and activate application status rules from the Slate Template Library; adjust as needed|
|🔲||Use Application Editor to modify the Slate delivered status page* or create custom status portal using the Portal Editor (Optional)|
|🔲||Build payment rules where appropriate|
* The status page settings pertain to a Slate-delivered status page only. If using a custom status portal, edits can be made directly to the status portal using the Portal Editor.