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Application Record Automations
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Contents
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Application Record Automations
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Automate the Application Status
Application status rules set the status for an application. This article walks through a sample set of Application Status rules. They will need to be customized to support your institution’s individual process. Application status will be used t...
Updated : 17 Jun 2024
Set or Update an Application Field Value
Rules can be leveraged to update a application-scoped field value. If a field should be set or updated based on a Form submission, the rule should be built within the Form itself instead of within the Rules Editor. Click Database in the top na...
Updated : 18 Mar 2024
Add Checklist Items to an Application
These rules set the checklist requirements for applicants. Example Rule - International Checklist Group Example Rule - Mark Item as Waived Example Rule - Add an International Checklist Group Add the International Checklist Gro...
Updated : 18 Mar 2024
Charge an Application Fee When an Application is Submitted
You can charge and waive application fees with the Rules Editor. Included in this article are some example rules that apply or waive fees. You can adapt these examples to your own unique policies. Examples in this article Example A: A rule ...
Updated : 22 Mar 2024
Waive Application Fees
In your Slate-hosted application, you might include a custom bit field ("Yes" or "No") called Fee Waiver . When an applicant selects Yes for this field, Slate should act behind the scenes to waive their requirement to pay a fee upon submission o...
Updated : 22 Mar 2024
Automate Reader Bin Movement
Overview Reader Bin Movement Rules move the application into the specified Reader bin. Note that these rules are automatically added to a Slate instance when adding the Graduate or Undergraduate Reader Bins and Rules from the Slate Template ...
Updated : 18 Mar 2024
Assign the Source of an Application
Overview When collecting Slate application as well as imported applications, it is important for reporting to differentiate between application sources. The following example rules will help automate this process. Some adjustment may be nece...
Updated : 18 Mar 2024
SAT/ACT Concordance Rules
Overview College Board has provided concordance tables between the SAT I, Redesigned SAT, and ACT. You can find the concordance information here . Since many institutions like to compare scores of these different tests and use a si...
Updated : 18 Mar 2024
Test Settings
Tests
Updated : 21 Nov 2023
Application Header Rules
Application Headers can assist with differentiating between multiple applications on a record. Application Headers appear in the following places: Application tab Application details above the dashboard Application management page ...
Updated : 18 Mar 2024
Collecting The Correct Number of Recommendations By Program or Major
Recommendation letters submitted to Slate as PDFs can be managed using Materials . Recommendations submitted with imported applications like the Common App are usually PDFs, and they can be imported to a custom recommendation letter material. Reco...
Updated : 18 Mar 2024