Before you begin

Portals are mini-websites that have access to Slate data and can use Slate authentication. This article features several out-of-the-box portals that can be added your database via Suitcase import and can be further customized once imported. Portals represent fully-customized software development and require specialized resources. Before you begin any portal project, including an out-of-the-box portal found in this article, you will need resources on your staff to maintain it.

Applicant Status Portal

The applicant status portal replaces the /apply/status.XSLT file your institution may have previously used to customize the applicant's experience after submission.

The applicant status portal lets you:

• customize checklist sections

• filter on static content

• integrate social media

• add merge fields

📖 Further reading: Applicant Status Portal

Standard Application Status Portal

The standard application status portal updates the /apply/status.XSLT file with drag-and-drop widgets.

• For institutions seeking to mirror the existing /apply/status.XSLT functionality, we recommend importing this portal to then build upon.

• If you have made any edits to the /apply/status.XSLT file, these edits will not be reflected in the portal.

• See Migrating Portals from XSLT to Views for advice on translating teasers and other application status page edits to the Application Status Portal.

Portal Suitcase ID:

f0e06eb6-fc9e-4715-9722-df1190cea151:slate-examples

Customized Application Status Portal

The customized application status portal includes:

• Checklist by Section widget

• more merge fields

• filters on widgets

• staff-assigned information

• test scores table

This portal requires you to review the filter criteria, checklist sections, and other information before going live with the portal.

Portal Suitcase ID:

d3540483-37ac-472d-845a-a96b06de3920:slate-examples

Enrolling Student

While many partners continue to evolve the application status portal beyond the point of an admission decision, some institutions may wish to give enrolling students their own portal with a different look and feel. The enrolling student portal is intended only for enrolling students, where they can see enrollment checklist items and find additional information about the institution and enrollment process. In addition, the portal includes optional features, such as the ability for records to update their profile and search using a directory of fellow enrolling students.

Portal Suitcase ID:

9ac9243e-7906-4974-b7ed-de3ea56debd0:slate-examples

Alumni Interviewing

Slate provides two Alumni Interviewing Portals. Depending on which portal you choose, you can allow alumni to assign themselves to interview students, or you can designate specific alumni as “captains” that assign interviews to other alumni.

Using a custom dataset to store alumni volunteer information, this portal will display a curated list of applicants to the volunteer, typically to schedule an interview. Alumni volunteers can select which applicants they wish to interview and provide feedback through a custom form.

Portal Suitcase ID:

dc8ae229-a7ce-439e-85e2-71ea9adf3587:slate-examples

Assignments by Captains

Similar to the alumni interviewing portal, this portal stores alumni volunteer information in a custom dataset. Certain alumni volunteers are designated as captains, enabling them to see a curated list of applicants and matching alumni volunteers. The captains are empowered to assign applicants to volunteers. Upon completion of the interview, volunteers can see their assignments and provide feedback through a custom form.

Portal Suitcase ID:

db5a2620-f643-412c-91ce-b4690eb55ded:slate-examples

Athletics

This portal is configured to leverage the Slate standard sports table, and coaches are set up as users with specific roles in Slate. Coaches are added to Slate as administrative users and given a custom role that matches the names of sports. Person records with the corresponding sport on their profiles are then shown to the appropriate coaches. The specific details of the information shown to the coach can be customized and, using a custom form. Additional information can be added to the records by coaches.

Portal Suitcase ID:

fc364c36-9bac-4525-8d50-a9a787b1a85f:slate-examples

Giving Day Portal

A portal can be a helpful tool to display information about a Giving Campaign or Giving Day. This portal allows advancement offices to display information about a specific campaign, a list of recent donors, metrics regarding the goal of the giving day or campaign, and links to giving forms.

Portal Suitcase ID:

28a16388-cfd0-4879-a4c9-0e0f20bcd499:slate-advancement-showcase

Tour Guide

Tour guides can sign up to assist with campus tours (or any other type of event) via a portal. Tour guides, in this example, are dataset records that can log into the portal and manage their tour assignments.

Portal Suitcase ID:

4b3cbe1e-78ba-4bee-b059-e44e3a847021:slate-examples

Find My Counselor

Students can navigate to this portal to find the counselor assigned to their school. 

Portal Suitcase ID:

1f2de5cd-ffdf-4af1-881e-3cd7f2cd8bc7:slate-examples

Event

Slate provides two example event portals below. These portals are configured to provide varying degrees of functionality for students looking to sign up for events. 

Example with Tabs and Space Available

Students can sign up for events from this portal. This portal incorporates tabs to allow students to easily navigate and sign up for both On Campus Events and Virtual Events. 

Portal Suitcase ID:

02d44582-7e2e-43f2-a921-f5239a340ba6:slate-examples

Example with Tabs, Space Available, Reports, and more

Students can sign up for events from this portal. This more robust portal provides additional functionality, such as reports, and also includes the Find My Counselor functionality. 

Portal Suitcase ID:

bab73e12-306d-4ff8-b973-320839cf1ff9:slate-examples

Reader

Portals can be embedded inside the Reader, allowing more dynamic pages to be accessible to readers (for example, dashboard pages). Conditional logic, tables, Liquid markup, and more can be leveraged to create an enhanced reader experience.

Portal Suitcase ID:

af8ad3fe-d313-43dd-9d3a-90d79a193cea:slate-examples

Multiple Tabs

Portals can have multiple tabs in a single framework. This basic example demonstrates a default page with standard sections that display all the time, with a home tab, second tab, and third tab.

Portal Suitcase ID:

9e187a9f-5f36-4fb3-b627-c51d97c3a5ab:slate-examples

Anonymous Student Portal

Portals can be a powerful tool to assist in gathering general information about prospective students. This portal is accessible to students without the need for them to login and provides them with a Request For Information form to fill in any remaining information.

Portal Suitcase ID:

3cf4f793-9dc6-4444-b35a-27ffe2dbf271:slate-examples