What if a test score process calls for a more generalized approach?

It is also possible to generalize the way test score requirements are added to a checklist. This can be useful when multiple tests are accepted, but only one is required.

If only one test is required, and the test score that is provided does not matter, then creating a checklist item similar to the one below is a good strategy:

Important

It is not possible to import to reference-scoped fields and prompts.

For imported applications - recommendation PDFs brought in via import should be associated with custom materials which will fulfill custom checklist items. It is important to note that PDF's function similar to images in Slate, and any data they contain will live exclusively on the file and cannot be queried on.

  What if a recommendation process calls for a more generalized approach?

It is again possible to generalize the way a recommendation is added to the checklist for Slate applicants. If recommendations are primarily uploaded/provided by the applicant (and it's not necessary for an applicant's recommenders to be sent a specific recommendation form which they fill out), then creating generic recommendation checklist items such as those below may be recommended:

Important

There are important settings to keep in mind!

Tech Specs 1: In order to allow applicants to be able to upload their transcripts within the application itself, follow these steps.

1. Select Database on the top navigation bar and select Application Editor.

2. Select the "aca" Part ID of the application.

3. Select General Settings.

4. In the dialog box, change the "Upload Transcript" setting to 'Enabled.'

Once enabled an applicant will see the following text as well as a material uploader appear on the Add Institution modal window on a standard Academic History page on their Slate application:

NOTE: Uploading school-specific transcripts directly within an application is a function only available on the Slate standard "Academic History" ('aca' Part ID) page. This functionality does not exist yet on "school widget" scoped forms.

Tech Specs 2: Slate's standard auto-generated school-specific checklist items primarily relate to a few items in Slate, most notably:

•  [Material] Transcript (Copy) - key 'sys:transcript'

• [Material] Transcript (Official) - key 'sys:transcript_official'

For the material of "Transcript (Copy)" it's best to mark the Access setting for this particular material to "Available for upload through student self-service website." This will allow applicants to upload to this material via the applicant status page.

It's also recommended to set the Access setting for the "Transcript (Official)" Material to "Admin only" as official transcripts should be verified administratively.

Once a material is set to "Available for upload through the student self-service website" (and the "Upload Transcript" setting is set to "Enabled" within the 'aca' part in the Application Editor) an applicant will select the appropriate material they are uploading in the material uploader drop down:

In this example, the school-scoped Material of "Transcript (Copy)" is already specific to the school (Slate University) which an applicant has added to his/her application. These system transcript materials will display in the material uploader drop down in the following fashion: "Transcript: SCHOOL NAME HERE"

When importing school data - unlike on the Slate application - collecting level of study data is optional. If data is imported into a level of study on the school record, the applicant will get a school-scoped transcript checklist item, regardless of how the application was collected (Slate, CommonApp, Coalition, etc.) if your checklist process relies on Slate auto-generating school-scoped transcript checklist items.

School-specific transcript checklist items can also be assigned using the Rules Editor. For more information on this option, see  School-Scoped Checklists.