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