Section 

Select a previously created Checklist item or insert a custom checklist message.

Summary

Add an ad-hoc checklist item. The text entered here is what is displayed to the applicant. Custom checklist items must be marked as "Received" administratively from the Student Record.

Effective Date

The date the checklist item will display on the student record.

Expiration

 The date the checklist item will disappear from the student record. The checklist item remains visible administratively.

Active

Selecting the Active option keeps the checklist item available to both the applicant and administrative users. Not selecting the Active option will hide the checklist item from the applicant and administrative users.

Optional

Selecting this option displays an "Optional" tag for the checklist item on the status page.

Record

Associate the material with either a specific application or the folio. Selecting folio means that the item will fulfill checklist items for any application associated with the record. Selecting an application will allow the material to only fulfill checklist items related to that application.

Material

Select the appropriate, previously created, material type.

Memo

This optional section will be displayed after the material name in the description.

Source

Choose whether to upload a file to be converted into a PDF document, scan the material directly, or upload a file as-is (without converting to PDF).

Upload Document

Select the material to be uploaded from a computer or network location.

Code

Select a previously created decision code.

Reason

Select a decision reason. Only the reasons associated with the selected decision code will appear as options.

Letter

Select the decision letter associated with the decision code. Selecting "Default for Decision" to assign the default letter for the selected decision code. 

Confirmed

This option moves the decision from a provisional to a confirmed status, defaulting to the current date and time.

Released

This option will release the decision to the applicant when the date and time configured is met. Selecting this option immediately kicks off the post-decision automation process. Applicants will be notified if they meet ALL of the requirements for the decision notification status update email.

Expires

This option allows for the removal of the decision from the applicant status page on a specific date.

Notification

Selecting this option will administratively mark the decision as being viewed by the applicant. This element will automatically be checked when the student views their decision.

Comments

Input administrative comments related to the decision. These comments are not viewable by the applicant.

Custom Letter Upload

Upload a one-off custom PDF letter to the applicant.

Custom Letter Override

Choose to display either only the custom letter or display both the custom letter and the previously assigned letter.

User

The administrative Slate user associated with adding the interaction.

Code

Select the Activity or Interaction code to be inserted on the application or person record. Additional options may be available depending on the type of code selected.

When adding an activity to an application, typically, users will insert payment activities or modify form/event registrations in this section. Additional options may be available depending on the type of code selected.

Subcode

The subcode further categorizes the type of activity.

Category

Select the appropriate application-scoped form or event registration folder for the activity.

Instance

Select the individual instance within the folder to identify the exact form or event registration to be added as an application activity.

Status

Choose to insert the activity with the applicant as registered, attended, or no-show for the forms and events registration.

Date

Select the date the activity takes place. This date defaults to the current date and time.

Payment Type

Choose whether the payment activity is due, received, waived, or refunded.

Payment Amount

Enter the amount associated with the payment type.

Payment Account

Choose which payment account should be associated with this payment activity. 

Subject

This subject displays under the Activities section of the application tab as well as the timeline on the person record. For a Watch Flag, the subject is what displays on the top of the entire person record.

Private Comments

These comments are visible only upon clicking in to the interaction from the Timeline and are not displayed to the student/person.

Public

Selecting this option allows the subject and public comments to be visible to the student/person through their application status portal.

Public Comments

 These comments will be displayed to the applicant/person.

Workflow

A workflow allows a single application to travel through multiple, separate reading processes simultaneously. 

Bin

Manually change the current bin for the applicant by selecting the appropriate bin.

Pending Bin

This setting allows an applicant to move to a temporary bin. This allows for the running of reports to view what a cohort of students might look like if the pending bin movements were committed.

Queue

Search your administrative Slate users to assign an application to a particular queue.

Insert Part

Select the default application materials to be included in the PDF download. If desired, custom download groups and materials can be created to define exactly what custom materials and other system documents should be available for download. Once a custom PDF group has been created, the default download options will no longer be available.