Checklists are a visual indicator of required items for any given Application . These items can be viewed both internally (by institutional staff) and externally (by an applicant). This article covers the planning and conceptual elements of ...

Checklist Item Settings Status - Set to 'Active.' Folder - Keep your records organized by putting them in a folder. Select Other to create a new folder. Scope - Set to 'Person/Application' to associate this checklist item with a perso...

Insert / Edit Checklists

Checklist items are typically assigned by rules . In one-off cases, you can also assign checklist items directly from an individual applicant’s record. 📖 Required reading Before building any checklist rules, review Getting Started with Check...

The following settings are examples of rule actions to assign school-scoped checklist items for varying use cases. 📝 Note All of the rule examples in this article assume Slate standard auto-generated school-specific transcript items have b...

Financial Aid checklists can be displayed and managed in Slate so that applicants are able to see items that a financial aid office has received and items that still need to be submitted. Managing Financial Aid checklists in Slate is an all-or-nothi...

Slate-Hosted application users may notice that some items are added automatically to the applicant checklist for which no template appears to exist in Checklists . These are auto-generated checklist items . The auto-generated checklist items also...

Below are some common areas of misconfiguration for checklists and their possible solutions. If you run into an issue that is not covered in this documentation, please pose your question in the Community . A record is missing a checklist item ...

At one time, Slate’s default functionality was to generate a transcript requirement for each school entered on an applicant's record with a level of study. These items can be distinguished from their rule-generated counterparts on the applicant che...

It is possible to supplement, or deviate from, Slate default status labels for checklist item status (Awaiting, Received, Waived). 📝 Note Take a moment to consider before proceeding. Is it actually important for an item to be Missing ,...