High School Transcript

Create this rule if you want to add a school-scoped checklist item called High School Transcript to every applicant record. This item lists a school with a level of study of high school, with no degree or rank restrictions.

1. Select Database from the main navigation.

2. Select Rules.

3. Select New Rule.

4. Configure the following settings:

   • Name: Add High School Transcript to Checklist

   • Population: Applications

   • Type: Checklist

   • Trigger: Upon Update (Deferred)

   • Folder: Checklist

5. Select Save.

Configure the appropriate action

Outcome

By creating the rule above, every applicant who provides a school with a level of study of high school receives the following item on their checklist:

• High School Transcript (School Name)

Transcripts from Undergraduate Transfer Applicants

Create this rule if you require school-specific transcript checklist items from transfer applicants (Round Key: TR) for schools on their records with a level of study of undergraduate.

1. Select Database from the main navigation.

2. Select Rules.

3. Select New Rule.

4. Configure the following settings:

   • Name: School Specific Transcripts for UG Transfer Applicants

   • Population: Applications

   • Type: Checklist

   • Trigger: Upon Update (Deferred)

   • Folder: Checklist

5. Select Save.

Configure the appropriate action

Configure filter

In order to have this rule apply to Transfer applicants only, a filter of Round Key IN TR would be needed, assuming that a Transfer Round with a key of TR existed in a partner's instance.

Outcome

This rule above adds a school-specific checklist item in the format Transcript <School Name> for every applicant in the TR application round who provides a school with a level of study of undergraduate. This Transcript <School Name> checklist item is generated for each school with a level undergraduate.

For example, if an applicant in the "TR" application round listed two schools as undergraduate (for example, Slate University and School of Rock), the following checklist items would be generated:

• Transcript (Slate University)

• Transcript (School of Rock)

Transcripts from Graduate Applicants (Shared Slate database)

This option is for clients with a shared database (for example, graduate and undergraduate).

In this example, undergraduate applications do not require school-specific transcripts, but graduate applicants (Round Key: GR) are required to provide school-specific transcripts for every school listed on their application.

1. Select Database from the main navigation.

2. Select Rules.

3. Select New Rule.

4. Configure the following settings:

   • Name: School Specific Transcripts for Graduate Applicants

   • Population: Applications

   • Type: Checklist

   • Trigger: Upon Update (Deferred)

   • Folder: Checklist

5. Select Save.

Configure the appropriate action

Configure filter

Round Key IN GR

Outcome

By filtering on the graduate round key (GR), the school-scoped material Transcript would be added for every school (no restrictions) added to applicants in the graduate round.

No school-scoped checklist item rule is required for undergraduate applicants, since transcripts are not required of them in this instance.

Rank 1 Overall Schools

This option is for Slate users who only require school-specific transcript checklist items for the rank 1 overall school:

1. Select Database from the main navigation.

2. Select Rules.

3. Select New Rule.

4. Configure the following settings:

   • Name: Add Transcript

   • Population: Applications

   • Type: Checklist

   • Trigger: Upon Update (Deferred)

   • Folder: Checklist

5. Select Save.

Configure the appropriate action

Outcome

In this instance, only one Transcript <School Name> checklist item is created for each applicant. This checklist item corresponds to the rank 1 overall school on the applicant's record.

📖 Further reading

See Determination of Table Ranks.

Official Transcripts from Admitted Applicants

This option is for Slate users who collect official transcripts from admitted students.

1. Select Database from the main navigation bar.

2. Select Rules.

3. Select New Rule.

4. Configure the following settings:

   • Name: Official Transcripts for Admitted Applicants

   • Population: Applications

   • Type: Checklist

   • Trigger: Upon Update (Deferred)

   • Folder: Checklist

5. Select Save.

Configure filters

Application Period Active: Returns applications that are in an active or inactive period.

Decision (released with dates) = Decision IN Admit; 
Start Released Date (optional)=; End Released Date (optional)=

Configure the appropriate action

Outcome

Only applicants who have a released decision IN Admit on their record receive additional checklist items.

These items would be generated for every school listed with a level of study.

These checklist items would appear like so:

• Official Transcript (School Name)