The Roadmap

The Roadmap has been developed over the course of more than 1,500 implementations to help guide Slate users.  It follows the progression of the admission cycle to help learn fundamental Slate skills in the order in which they will need them. Certain core skills, such as building forms, are used throughout the Roadmap to achieve functional goals.  Adhering to the Roadmap will ensure that Slate Captains acquire critical Slate skills in a straightforward, strategic, and manageable order. 

To help get you started, we identified the most common items necessary to launch each aspect of Slate and the estimated time to completion. The simpler your process, the faster you’ll go live.

Implementation Pace

Slate captains will determine which processes their institution will implement and then often focus their efforts on one foundational topic at a time throughout each phase of the roadmap. Some boxes will require more time, and some will require less.

Phase I

& Prompts
Forms Querying Email, SMS,
and More


Events Interviews Trips
& Travel
Automation Importing


Phase II

Materials Checklists Applications Reader Exporting Data Users & Permissions


Phase III

Decision Release



Launching Outreach (4-8 Weeks) 
πŸ”² Design Event & Interview Templates
πŸ”² Build Individual Events & Interviews
πŸ”² Configure Event & Interview Landing Pages
πŸ”² Design Email Templates
πŸ”² Build Individual Events & Interviews
πŸ”² Create Request for Information Form (if applicable) 


Launching a Slate Application (8-12 Weeks) 
πŸ”² Submit Service Request Detailing Proposed Application Periods & Rounds Structure
πŸ”² Configure Application Pages, Forms, & Logic
πŸ”² Set Up Application Fee/Deposit Payment Account
πŸ”² Design Application Automation
πŸ”² Test Application & Complete Application Building Checklist (additional 3-4 weeks recommended)


Launching the CommonApp (1-4 Weeks in Aug) 
πŸ”² Read & Review the Common Application Documentation
πŸ”² Submit Service Request Detailing Proposed β€œCommon App Periods & Rounds” Structure
πŸ”² Map Relevant Fields & values in Upload Dataset
πŸ”² Refresh Test Environment and Set the Remap Active Flag to Active in TEST to Import Data. 
πŸ”² Test Application Import (additional one week recommended)
πŸ”² Submit Service Request to Verify Mappings (optional)


Launching Reader (2-4 Weeks) 
πŸ”² Finalize Reader Bins
πŸ”² Finalize Reader Review Forms
πŸ”² Finalize Reader Tab Groups & Materials
πŸ”² Map Custom PDF Dashboard with PDF Editor (if applicable)


Exporting to SIS (2-6 Weeks) 
πŸ”² Build Query for Slate to SIS Export in Query
πŸ”² Submit Service Request for Additional Items (if applicable)


Release Decisions (2-4 Weeks) 
πŸ”² Finalize Decision Code & Reasons
πŸ”² Design Letter Templates


Testing (Ongoing) 
πŸ”² Continuously Test at Each Phase Before Going Live
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