A primer on the two fundamental concepts in Slate applications: periods and rounds.

Learn how to take the first step toward your Slate application: creating application periods (essentially: whether an application is "on" or "off").

The second step in the application building phase of your Slate application: creating an application round.

Create additional application-scoped fields to collect data on your Slate application.

A Slate Material is any document that needs to be stored with any record. Material types are used to categorize the various kinds of documents and store them on a record. Some example Materials may include transcripts, letters of recommendations, an...

Materials may be uploaded to the person's record in the following ways: Administratively Uploading Materials Once a Material type has been created in Slate, it's possible to upload documents from the Materials tab on a pers...

The material metadata setting for materials enables associating a form with a material, and this form can collect information related or not related to the material. This process is useful when processing and performing data entry on incoming docume...

Slate can preserve the file contents when uploading materials. For example, you can upload a PowerPoint presentation as a .ppt document and Slate will preserve the format. When uploading materials, select the Source opti...

Some processes call for cloning a submitted application for deferral processes or applying for multiple programs via one application. The institution needs to create separate application records in the database. Cloned applications will be related t...

Activate new periods and rounds and inactivate (or retire) current periods and rounds annually. There are different strategies that might be considered to accomplish this while meeting the needs of various admissions practices. This practice provid...

A direct round URL links a specific applicant population that should ONLY see a particular application type. Only one application will be available for creation when the applicant reaches the application management page, and all other active applica...

Depending on your application structure, you may need to clone the Application Base for rounds that need their own standard application customization. For example, cloning the Application Base would be beneficial if your application structure looked...

It is a best practice to create a test person record and an application for that test record in Slate. Use this person record to regularly test a Slate application when developing pages, conditional logic, submission requirements, status pages, and ...

Before making an application publicly accessible, it is important to thoroughly test all aspects of the application process. This includes reviewing the Period and Round structure and checking to see whether data is mapping appropriately to the stud...

The application login page is specific to your institution and requires applicants to access their applications and application status pages. The login page requires applicants to enter their email address and password and includes standard featur...

Under a typical rolling admissions process, applicants may submit applications at any time and often to future terms but it is still essential to the health of your database to annually maintain periods and rounds. This practice provides a window in...

When building out the Slate-hosted application, several techniques are available to manage application deadlines, including round settings, prompt settings, or filters within custom application pages and/or submission requirements.  Round Dead...

As you prepare to go live with your application, you can use the below review list as a helpful guide to review your application. Please note that this is not an exhaustive list and there is no replacement for thorough testing, but this can help get...