- 28 Jan 2025
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Configuring the 4 Year & Graduate Admission Model Database
- Updated 28 Jan 2025
- 6 minute read
- Print
- DarkLight
- PDF
When your Slate for Admission database was provisioned, it came from one of two templates:
the 4 Year & Graduate Admissions model, or
This article serves as a reference for each pre-configured object in your database.
Some of these objects must be configured before they can be used. Asterisks *
denote action is required.
Test record
We've set up Alexander Hamilton for testing purposes.
β¨ Tip: Create additional test records with different data configurations. Use your test environment first before moving to production.
Applications
Slate-hosted application pages*
Enrollment Information Page*: This page can be customized in any way to meet your institutional needs.
The following prompt-based fields have been pre-configured. You must modify and add the prompt list that mirror your institutional options:
Preferred Start Term
Application creation form
π Location: Forms β Folders β Application Creation
An application creation form has been pre-configured to include round and pin. These must be updated prior to going live. Communications have been configured and need to be customized. You will need to customize the "Sender" field to reflect your institutional email.
π Further reading: Application Creation Form
Status portal
π Location: Database β Portals β Application Status Portal
The application status portal has been pre-configured. However, this portal can be enhanced based on institutional needs at any time.
π Further reading: Custom Applicant Status Portal
Submission requirements
π Location: Database β Application Logic
All common submission requirements have been pre-configured based on historical knowledge of other institutional expectations. These can all be modified or removed. You can also create any additional requirements at any time.
π Further reading: Application Logic Settings
Rounds & periods*
π Location: Database β Application Periods / Application Rounds
*Placeholder periods and rounds have been pre-configured. These must be updated prior to going live.
π Further reading: Period and round structure
Reader & workflows
Your database includes a default workflow called Application Review.
π Location: Database β Workflows β Application Review
π Further reading: Workflows
Bins
Workflow bins have been pre-configured and can be modified as necessary.
π Further reading: Bins
Bin & queue rules
Workflow Bin automation has been pre-configured and can be modified as necessary.
π Further reading: Bin & queue automations
Reader tabs
Workflow Tabs have been pre-configured and can be modified as necessary.
π Further reading: Reader Tabs
Review form
A reader form has been pre-configured with the most common fields and made available in the First Read and Second Read bins.
π Further reading: Workflow review forms, Reader review form calculations
Dashboard portal
π Location: Database β Portals β Reader dashboard
A Workflow Dashboard has been pre-configured and can be modified as necessary.
Decisions
The Slate decision management system is streamlined and comprehensive, allowing for the release of electronic decisions to application records on an individual or batch basis. The system uses reader evaluations, rankings, and other inputs to make decisions that can be released immediately or scheduled for future release.
Decision codes
π Location: Database β Decision Codes
Best practice Decision Codes have been pre-configured and can be customized to meet your institutional process.
π Further reading: Decision codes
Decision Letters*
π Location: Database β Letter Templates
Three example placeholder letters have been pre-configured that can be customized to meet your institutional language and branding.
π Further reading: Decision letters
Automation
π Location: Database β Rules β Decision management
The following rules have been pre-configured in an inactive status. They must be activated when ready to use:
Add Decision Reply Form to Checklist
Add Enroll Decision Code
π Further reading: Decision automations
Reply form
π Location: Forms β Applications β Decision management
A reply to offer of admission letter has been pre-configured.
The following rules have been pre-configured using the best practice decision codes:
Add Enrollment Deposit Payment Due: This rule is inactive and should only be activated if your institution receives payment
Add Deposit Pending Decision
Add Admit/Decline Decision
Deliver
Templates
π Location: Deliver β Folders β Templates
An example template has been pre-configured. This template has not been added to any communications.
Application System Emails
π Location: Deliver β Folders β System
The most common system mailings have been pre-configured. You can edit these at any time. Additional system mailings can be created.
π Further reading: System emails
Events
Templates*
π Location: Events β Folders β Templates
The following commonly used templates have been pre-configured and must be customized:
Campus Tour
Information Session
Online Information Session (Share Hosted)
The following must be updated in order to use these templates:
Location
Description
Registration Settings
Rescheduling (if applicable)
Template Communications
π Location: Event template β Edit Communications
The following commonly used template communications have been pre-configured for each template and must be customized or deleted:
Confirmation Page
Email Confirmation
Sorry We Missed You
Thank You for Attending
You must updated the "Sender" and "Reply To" for every communication.
Additional communications should be created as needed. These communications must be activated to begin sending. We would also recommend using a deliver template to enhance the aesthetics of these mailings.
Forms
Request for Information communications*
π Location: Forms β Folders β Recruitment β Request for Information β Edit Communications
The following communications have been pre-configured but must be modified further in order to activate and use. These communications do not include the pre-configured template.
Confirmation Page Only*
Email Only*
Queries / Reports
Query: Data Export - SFTP (Slate to SIS)
π Location: Queries / Reports β Data Export - SFTP (Slate to SIS)
This query has been pre-configured but must be modified further in order to activate and use.
π Further reading: Exporting data
Voyager: Domestic travel planning
π Location: Queries / Reports β Voyager β Domestic Travel Planning
This Voyage has been pre-configured and can be modified as necessary.
π Further reading: Voyager
Custom tabs
More Information tab
π Location: Database β Tabs β Person Tabs
Update the form to include any additional institutional-specific person-scoped fields, as necessary.
Application Details Tab
π Location: Database β Tabs β Application Tabs
Update the form to include any additional institutional-specific application-scoped fields, as necessary.
π Further reading: Custom tabs
Origin Groups & Sources
Groups
π Location: Database β Origin Groups
Common groups have been pre-configured. Add any additional groups as necessary.
Sources
π Location: Database β Origin Sources
Common sources have been pre-configured. Add any additional groups as necessary.
π Further reading: Origin sources
Rules
Staff Assignments
π Location: Database β Rules β Folders β Staff Assignments
The staff assignment exclusively group has been pre-configured. The remainder of these rules commonly are unique to each institutions. Be sure to update the filter criteria and all users associated. Alternatively, use these as a reference and delete them all / create your own from scratch.
π Further reading: Staff assignments
Populations
π Location: Database β Rules β Folders β Populations
Two sample populations and associated rules have been configured that can be used throughout drop marketing campaigns. They are inactive and can be added at any time.
Graduate
Undergraduate
π Further reading: Creating populations
Fields & Prompts
Fields
π Location: Database β Fields
The following fields are custom. If there is an associated prompt list, the list can and sometimes must be customized:
Application:
Signature
Enrollment Status
Entry Term* The associated prompt list has been pre-configured with placeholder values and must be customized in order to use.
Military Fields
Primary Major
Student Type
Person:
Academic Interest
Entry Term* The associated prompt list has been pre-configured with placeholder values and must be customized in order to use.
Mobile Opt-In
SIS ID
Staff Assigned Locked
π Further reading: Field settings
Prompts
π Location: Database β Prompts
The following prompt lists have been pre-configured, are associated with standard fields and can be customized:
course_grade
course_grade_level
course_level
course_term
course_type
degree
honors
industry
major
rating
reference_type
relationship_education_level
sex
sport
sport_rating
study_level
visa
π Further reading: Prompt settings
Users & Access
Role Groups & Permissions
π Location: Database β User Permissions
The following roles have been pre-configured and can be updated to remove or add permissions that make sense for your users. These roles can be granted to any new user that you create that meet that criteria:
Academic Advisor
Admission Counselor
Admissions Inbox
π Further reading: Role settings, Custom permissions