Create periods. A period must be active in order to use the application editor.

Create rounds. Rounds should be inactive until ready to go live.

Create application-scoped fields and person-scoped fields where necessary.

Create prompts for prompt-based fields.

Create materials collected as part of the application.

For imported applications: Add & remap application Source Formats from Source Format Library. If a Source Format is not available in the Source Format Library, create a custom New Source Format.

Add test types to collect test score information.

Configure payment integration. For information on payments in Slate, see Payments.

• If using Slate Payments, please read the following articles:

  • Setting up Slate Payments

  • Slate Payments FAQ

• If using a third party vendor, please read Using an External Processor to Collect Payments through Slate.

  • If payments will be accepted via a third party vendor, submit a request to the Payments Integration team 30-60 days in advance of application go-live date.

Create checklist items and assign fulfillment requirements

Organize all checklist items into checklist groups

Create checklist rules to assign items in checklist groups

Add and activate application status rules from the Slate Template Library; adjust as needed

Use Application Editor to modify the Slate delivered status page or create custom status portal using the Portal Editor (Optional).

• The status page settings pertain to a Slate-delivered status page only. If using a custom status portal, edits can be made directly to the status portal using the Portal Editor.

Build payment rules where appropriate