The Cycle Prep status page displays for institutions that have gone through the Slate implementation process and have released decisions, or have otherwise completed an admissions cycle within Slate.

The Cycle Prep status page provides a list of recommended tasks, allowing you to manage, edit, or add items needed by your institution.

Accessing the Cycle Prep Status Page

1. Select Database from the Slate navigation bar.

2. Under Support Resources area, select Implementation / Cycle Prep Status Page.

Who Can Access the Cycle Prep Status Page?

Only Slate users with the permission of Submit requests to Service Desk, Service Desk Requests, or Administrator (All Access) can access the Cycle Prep status page from the link on the Service Desk Request landing page in Slate.

Standard Checklist Items

The Cycle Prep status page is initially populated with a standard set of checklist items which can be modified to fit your needs. The Technolutions-delivered items are typically set to recur and are typically due July 1, depending on when you notified Technolutions your organization was ready for the checklist to be activated.

Each checklist item contains three tabs. Click each tab below to see additional information on the tab.

Custom Checklist Items

You may determine that there are additional annual or periodic maintenance tasks associated with Cycle Prep that you wish to document on your portal. Create a custom checklist item to include this in your database maintenance. 

To create a custom checklist item:

1. Select New Checklist Item.

2. Enter the following configurations:

   • Details tab:

     • Description

     • Category

     • For one-time tasks: Enter a Due Date

     • For recurring tasks: Check "Make task recurring", then select the months in which you want this task to come due

   • Notes tab: Add any notes for your team about this checklist item.

All Checklist Items

Whether standard or custom, checklist items can be set to recur or to be one-time only.

• Recurring: You can set the month that recurring tasks are due each year, or you can add more than one month per year to visit this task.  All selected months will default to the 1st of that month; there is no day selection available for recurring tasks.

• One-time: You can set an existing recurring task to a one-time occurrence or you can create a custom task that will take place only once, but is needed for the current maintenance season.  One-time tasks will not become due again for the following cycle. The implication of a one-time task is it effectively expires after the due date without becoming due again the following year.

⭐ Best Practice

Set the due date at a comfortable future date to allow completion or reconciliation time if the item is critical to cycle readiness.  If the task is not vital, mark it completed, making it dormant until coming due for the next cycle.

List of All Standard Checklist Items

Portals include a standard set of recommended checklist items, listed below. Any updates are entirely up to the partner institution to manage.

Admissions

Student Success