---
title: "School-Scoped Checklist Rule Examples"
slug: "school-scoped-checklist-rule-examples"
updated: 2026-04-16T21:34:26Z
published: 2026-04-16T21:34:26Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.technolutions.net/llms.txt
> Use this file to discover all available pages before exploring further.

# School-Scoped Checklist Rule Examples

The following settings are examples of rule actions to assign school-scoped checklist items for varying use cases.

> [!WARNING]
> 📝 Note
> 
> - All of the rule examples in this article assume Slate standard auto-generated school-specific transcript items have been **disabled**.
> - If you’re not sure whether these items are in use in your database, check out [Auto-Generated Checklist Items & System Materials.](/v1/docs/auto-generated-checklist-items-system-materials)

## 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

| Action | Selection |
| --- | --- |
| **Checklist** | Material - High School Transcript |
| **Level of Study Restriction** | High School |
| **Limit by Degree** | All degrees (including no degree) |
| **Rank Restriction** | Schools of any rank |

#### 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

| Action | Selection |
| --- | --- |
| **Checklist** | Material - Transcript |
| **Level of Study Restriction** | Undergraduate |
| **Limit by Degree** | All degrees (including no degree) |
| **Rank Restriction** | Schools of any rank |

#### 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

| Action | Selection |
| --- | --- |
| **Checklist** | Material - Transcript |
| **Level of Study Restriction** | All levels of study |
| **Limit by Degree** | All degrees (including no degree) |
| **Rank Restriction** | Schools of any rank |

#### 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

| Action | Selection |
| --- | --- |
| **Checklist** | Material - Transcript |
| **Level of Study Restriction** | All levels of study |
| **Limit by Degree** | All degrees (including no degree) |
| **Rank Restriction** | Rank 1 Overall school only |

#### 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.](/v1/docs/database-structure-determination-of-table-ranks#school)

## 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.

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

#### Configure the appropriate action

| Action | Selection |
| --- | --- |
| **Checklist** | Material - Official Transcript |
| **Level of Study Restriction** | All levels of study |
| **Limit by Degree** | All degrees (including no degree) |
| **Rank Restriction** | Schools of any rank |

#### 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)