The implementation checklist is a customizable project plan for building out all essential operations in Slate.
Onboarding
| 🔲 | Complete all technical getting started items. |
| 🔲 | Provision user accounts for Fundamentals course attendees. |
| 🔲 | Users self-register for and complete the Fundamentals course in Learning Lab. |
Your Team and Timeline
| 🔲 | Attend the Getting Started with Slate Community Conversation. |
| 🔲 | Assign Slate Captains. |
| 🔲 | Define project scope and catalog your processes, needs, expected integrations, and deadlines. |
| 🔲 | Develop a detailed project plan. |
| 🔲 | Develop project team and assign responsibilities. |
| 🔲 | Schedule regular team meetings. |
| 🔲 | Initiate conversations with IT about integration with SIS. |
| 🔲 | Initiate conversations with academic departments and other campus stakeholders. |
Set Up for Success
| 🔲 | Add PING code to institutional web pages. |
| 🔲 | Review Configuration Keys for high-level settings for your instance. |
| 🔲 | Consider how you will collect Payments through Slate: using Slate Payments or a third-party provider. |
| 🔲 | Create additional users as necessary. |
| 🔲 | TIP: Build in Production! Then re-provision the test production to iterate on transactional work. |
| 🔲 | Attend Community Conversations weekly. |
| 🔲 | Explore available resources. |
| 🔲 | Customize your default branding. |
| 🔲 | Change "Message Group" name from Slate University to your institution name. |
Fields and Prompts
| 🔲 | Create a spreadsheet of Fields and Prompts |
| 🔲 | Create (or import) custom fields. |
| 🔲 | Add (or import) custom prompts. |
| 🔲 | "Refresh the Quartet": refresh the cache on Fields, Prompts, Slate Template Library, and Configurable Joins Library each time you create new entries. |
Inquiry Form
| 🔲 | Create a Request for Information (RFI) Form. |
| 🔲 | Create RFI Form Communications. |
| 🔲 | Have each user create a test record. |
| 🔲 | Have each user begin to explore the Query tool. |
Records
Person Records
| 🔲 | Create Custom Tab(s) to display custom fields. |
| 🔲 | Create a Custom Dashboard for the Person record. |
| 🔲 | Create custom Tags as necessary. |
| 🔲 | Add Test Types from the Slate Template Library. |
| 🔲 | Create Custom Interactions and/or Activities. |
| 🔲 | Create any necessary fields of other scopes, such as Relationship or School. |
| 🔲 | Begin to consider Origin Sources. |
| 🔲 | Adjust Person Status rules (optional). |
| 🔲 | Automate Staff Assignment via rules. |
Organizations, Org Contacts, Datasets
| 🔲 | Add a list of applicants to the Organization record. |
| 🔲 | Finalize configuration of Organization Contacts dataset. |
| 🔲 | Consider creating a custom dataset such as CBO, Volunteers, or Churches. |
Communications & Outreach
| 🔲 | Design email template(s) with responsive design. |
| 🔲 | Purchase deliver credits and provision service accounts. |
| 🔲 | Develop a Communication Plan outside of Slate. |
| 🔲 | Create Drip Marketing communication in Slate. |
| 🔲 | Create additional mailings as necessary. |
| 🔲 | Utilize Liquid Markup and mailing Content Blocks as necessary. |
| 🔲 | Develop a process for getting incoming email messages into Slate. |
| 🔲 | Configure Mobile SMS Inbox. |
Additional Communication Options (Optional)
| 🔲 | Consider enrolling in Slate Print. |
| 🔲 | Develop a calling campaign. |
| 🔲 | Configure Slate Voice. |
| 🔲 | Consider Projects/Tasks. |
| 🔲 | Consider implementing Inbox. |
Events
| 🔲 | Create Event and Scheduler Templates. |
| 🔲 | Create Event and Scheduler Communications. |
| 🔲 | Add individual events and slots. |
| 🔲 | Configure Event Landing Pages/Portals. |
| 🔲 | Consider additional event options. |
| 🔲 | Create Trips. |
Importing & Exporting Data
Upload Dataset
| 🔲 | Add standard source formats from Slate Template Library. |
| 🔲 | Create service accounts for integrations access. |
| 🔲 | Create custom source formats as necessary. |
| 🔲 | Import Current Prospects. |
| 🔲 | Import Applicants. |
| 🔲 | Import documents. |
| 🔲 | Develop Process for Consolidate Records. |
| 🔲 | Develop Process for Batch Acquire. |
Integration with SIS
| 🔲 | Configure bi-directional integration with SIS. |
Payments
| 🔲 | Configure Slate Payments. |
| 🔲 | Configure a third-party payment processor (if necessary). |
Applications
Application Preparation- ALL Application Types
| 🔲 | Create Application Period(s). |
| 🔲 | Create Application Round(s). |
| 🔲 | Create Application-scoped fields and prompts. |
Imported Applications
| 🔲 | Map fields and values for imported applications. |
| 🔲 | Configure additional related source formats. |
| 🔲 | Verify source format mappings with live test records in Test. |
| 🔲 | Create new source format(s) as necessary. |
Application- Slate-Hosted Application
| 🔲 | Add Application Base File from Slate Template Library and follow Application Building Checklist. |
| 🔲 | Customize standard application pages. |
| 🔲 | Create custom application pages. |
| 🔲 | Create page keys to show/hide application pages. |
| 🔲 | Configure hard/soft fails in application logic. |
| 🔲 | Create a custom recommendation form. |
| 🔲 | Automate application fee requirements via rules. |
| 🔲 | Consider application creation forms and/or direct round URLs. |
| 🔲 | Test the entire application. |
Additional Application Configurations - ALL Application Types
| 🔲 | Automate the application status via rules. |
| 🔲 | Configure additional application automation. |
| 🔲 | Create a custom application dashboard. |
| 🔲 | Add application status portal from Showcase. |
| 🔲 | Create System Emails. |
| 🔲 | Configure application sharing via Slate.org |
Materials and Checklists
| 🔲 | Create materials collected as part of the application. |
| 🔲 | Create checklist items. |
| 🔲 | Automate checklist assignment via rules. |
| 🔲 | Consider missing checklist item recurring email. |
| 🔲 | Consider importing Financial Aid Checklist items. |
Reader
| 🔲 | Configure Reader Bins. |
| 🔲 | Automate bin movement via rules. |
| 🔲 | Configure Reader Tab Groups and Materials. |
| 🔲 | Create Reader Review Forms. |
| 🔲 | Configure Reader Dashboard. |
| 🔲 | Customize the Reader. |
| 🔲 | Configure Reader permissions. |
| 🔲 | Consider additional workflows (as necessary). |
Decisions
| 🔲 | Create Decision Codes. |
| 🔲 | Create Decision Reasons. |
| 🔲 | Design Letter Templates. |
| 🔲 | Create Decision Reply Form. |
| 🔲 | Decision System Email. |
| 🔲 | Configure Decision Release Automation. |
| 🔲 | Develop a process for printing decisions, if applicable. |
| 🔲 | Configure payment account for Enrollment Deposit. |
| 🔲 | Consider importing Financial Aid Decision Letters. |
| 🔲 | Test Decision Release Process. |
Users and Permissions
| 🔲 | Create roles, permissions, and exclusive permissions. |
| 🔲 | Population-based permissions. |
| 🔲 | Realms. |
| 🔲 | Import users. |
| 🔲 | Multi-Factor Authentication. |
Training
| 🔲 | Conduct Training for end-users. |
| 🔲 | Document your process. |
Implementation Wrap-Up
| 🔲 | Prep for "go-live." |
| 🔲 | Finalize Origin Sources. |
| 🔲 | Create homepage widgets. |
| 🔲 | Create reports. |
| 🔲 | Think about Cycle Prep. |