Reader Tab Materials (Legacy)

Updated 18 Mar 2024
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The procedures described in this article follow a legacy process. Follow the procedures described in the Workflows article when creating tabs within workflows. Workflows created using the legacy process cannot be managed using the Workflows tool and vice versa.

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Reader Tab Groups (tabs) organize application materials within the Reader. When a tab is selected, the associated materials will appear in the Reader.

For example:

Screen_Shot_2018-01-09_at_3.50.37_PM.png

Configuring the items that display in the Reader is a two step process:

Create Reader Tab Groups.
Define the precise materials that appear within each Reader Tab Group.

Associate materials with the Reader Tab Groups.

Important!
Remember to make reader tabs first! Reader Tab Groups must be created in order to begin configuring specific materials to display.

Reader Tab Material configurations will vary depending on the type of material to display. To help guide this configuration setup, consider these three questions for each item to display:

What should be displayed?

Pinpoint the exact item that should appear on a tab. For example, what specific material, reader review form, or interview form should be displayed?

This will help determine the Type and Source configuration

How should it display?

For data driven items in Slate (e.g., a Slate-hosted application, Slate reader review forms, Slate interview forms), decide if the auto PDF functionality would work or if a custom PDF would be better.

This will help determine the Template configuration

Which items should be displayed?

For materials where an application could potentially have more than one item (e.g., reader review forms), decide if all items should be displayed or if only one or two should be displayed.

This will help determine the Rank configuration

Make Reader Tab Materials

Click Database in the top navigation bar and select Reader Tab Materials.
Click Insert.
Enter the following user configurations in the popup window:
Status - Set the status to Active to enable the tab. An Inactive tab will not display.
Type - Select Materials at this time. See below to learn more about Type options.
Order - This determines the order that the material will appear on the tab (Multiple materials may be shown on one tab. For example, display Essay 1, Essay 2, and the Personal Statement on a tab called Essays. In this case, configure the order in which these items should appear when the tab is selected).
Source - Certain Type selections require that a source be specified. For example, when selecting a Material, select the custom material type.
If there are multiple materials appearing on one tab, some of these materials may be displayed conditionally by adding filters. For example, an optional essay is to be displayed with other essays on an Essays tab in Read 1 and Read 2 bins for English program applicants only. In this case, add program and bin filters to the optional essay material.
Note: If all materials on a tab have the same filters (e.g., all materials on the Essays tab should only display in the Read 1 bin), consider adding filters to the Reader Tab Groups instead. Types that include a Slate Source option:
Form/Event/Interview
Material
Reader Form
Report
Source Format
Template - Choose whether the data should appear on a custom mapped PDF or if the auto PDF functionality should be used. Auto PDF functionality is available for items submitted within Slate, including Slate-hosted applications and form registrations. The auto PDF eliminates the need to map custom PDFs, though this is still an option. Types that allow for template include:
Application/Dashboard (field data)
Form/Event/Interview (registration data)
Reader Form (review form data)
Reader Form (Self) (review form data)
References (form questions)
School Reports (form questions)
School Reports (Forms Only) (form questions)
Source Format (field data)
Rank - Select whether if all items from a particular source type or if only certain items should display.
When configuring for a material type Rank #1 is the most recently updated material (e.g., the most recently submitted teacher recommendation will have Rank #1).
When configuring for a reader form or form/event/interview type, Rank #1 is the first submitted reader form/event registration (e.g., the first reader review form submitted will have a Rank #1).

Material Types

Type	Description	Source	Template	Rank
Application/Dashboard	Standard or custom field data on a custom mapped PDF or auto PDF.	No	Yes	No
Comments from Activities/Interactions	List of interactions with comments. Includes only interaction codes that are configured as Show in Reader = Yes in the Activity & Interaction Codes section of the Database page.	No	No	No
Cover Page	Legacy feature.	No	No	No
Decision Letters	Decision letters of released decisions that are configured as "printable" in the decision codes section of the Database page.	No	No	No
Essays (retired)	Legacy feature.	No	No	No
External Emails	Emails that were sent outside of Slate and attached to the record using the Email to Slate Gateway.	No	No	No
Form/Event/Scheduler	Registration data from a specific form, event, or interview. *Includes Application Creation forms.*	Yes	Yes	Yes
Form/Event/Scheduler (Other Application)	Registration data from a specific application-scoped form, event, or interview from another application	Yes	Yes	Yes
Fraud Report	Displays items identified as potentially fraudulent.	No	No	No
Inbox Emails	Displays emails from Inbox that have been flagged to appear in Reader.	No	No	No
Material	Document saved as a custom material type.	Yes	No	Yes
Material (Other Application)	Display a custom material from another application. For Active Application, select whether the material should be included from all existing applications, or only applications in an active period. *If multiple custom materials types need to be displayed from other applications, a Reader Tab Material must be created for each material type.*	Yes	No	Yes
Reader Form	Submitted data from a specified reader review form.	Yes	Yes	Yes
Reader Form (Self)	Submitted data from a specified reader review form that was submitted by the current user only.	Yes	Yes	Yes
References	Slate-hosted recommendations.	No	Yes	No
Report	Cluster Report (Query in the folder "Reader-Reports").	Yes	No	No
School Reports	Slate-hosted school report, including uploaded materials and transcripts.	No	Yes	No
School Reports (Forms Only)	Slate-hosted school report, excluding uploaded materials and transcripts.	No	Yes	No
Source Format	Uploaded data from a specific source format.	Yes	Yes	Yes
Transcripts	School-specific transcripts.	No	No	No
Portfolio: Thumbnails	Thumbnails of Portfolio materials (mainly used for printing and downloading PDFs).	No	No	No

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What's Next

Reader Tab Groups (Legacy)

Table of contents

Make Reader Tab Materials
Material Types