When your Slate for Admission database was provisioned, it came from one of two templates:

• the 4 Year & Graduate Admissions model, or

• the 2 Year/Community College model

This article serves as a reference for each pre-configured object in your database.

Some of these objects must be configured before they can be used. Asterisks * denote action is required.

Test record

📍 Location: Records → “Alexander Hamilton”

We've set up Alexander Hamilton for testing purposes.

✨ Tip: Create additional test records with different data configurations. Use your test environment first before moving to production.

Applications

Slate-hosted application pages*

📍 Location: Forms → Slate-Hosted Application Pages

Enrollment Information Page*: This page can be customized in any way to meet your institutional needs.

The following prompt-based fields have been pre-configured. You must modify and add the prompt list that mirror your institutional options:

• Preferred Start Term

📖 Further reading: Custom Personal Background Page

Application creation form

📍 Location: Forms → Folders → Application Creation

An application creation form has been pre-configured to include round and pin. These must be updated prior to going live. Communications have been configured and need to be customized. You will need to customize the "Sender" field to reflect your institutional email.

📖 Further reading: Application Creation Form

Status portal

📍 Location: Database → Portals → Application Status Portal

The application status portal has been pre-configured. However, this portal can be enhanced based on institutional needs at any time.

📖 Further reading: Custom Applicant Status Portal

Submission requirements

📍 Location: Database → Application Logic

All common submission requirements have been pre-configured based on historical knowledge of other institutional expectations. These can all be modified or removed. You can also create any additional requirements at any time.

📖 Further reading: Application Logic Settings

Rounds & periods*

📍 Location: Database → Application Periods / Application Rounds

*Placeholder periods and rounds have been pre-configured. These must be updated prior to going live.

📖 Further reading: Period and round structure

Reader & workflows

Your database includes a default workflow called Application Review.

📍 Location: Database → Workflows → Application Review

📖 Further reading: Workflows

Bins

Workflow bins have been pre-configured and can be modified as necessary.

📖 Further reading: Bins

Bin & queue rules

Workflow Bin automation has been pre-configured and can be modified as necessary.

📖 Further reading: Bin & queue automations

Reader tabs

Workflow Tabs have been pre-configured and can be modified as necessary.

📖 Further reading: Reader Tabs

Review form

A reader form has been pre-configured with the most common fields and made available in the First Read and Second Read bins.

📖 Further reading: Workflow review forms, Reader review form calculations

Dashboard portal

📍 Location: Database → Portals → Reader dashboard

A Workflow Dashboard has been pre-configured and can be modified as necessary.

Decisions

The Slate decision management system is streamlined and comprehensive, allowing for the release of electronic decisions to application records on an individual or batch basis. The system uses reader evaluations, rankings, and other inputs to make decisions that can be released immediately or scheduled for future release.

Decision codes

📍 Location: Database → Decision Codes

Best practice Decision Codes have been pre-configured and can be customized to meet your institutional process.

📖 Further reading: Decision codes

Decision Letters*

📍 Location: Database → Letter Templates

Three example placeholder letters have been pre-configured that can be customized to meet your institutional language and branding.

📖 Further reading: Decision letters

Automation

📍 Location: Database → Rules → Decision management

The following rules have been pre-configured in an inactive status. They must be activated when ready to use:

• Add Decision Reply Form to Checklist

• Add Enroll Decision Code

📖 Further reading: Decision automations

Reply form

📍 Location: Forms → Applications → Decision management

A reply to offer of admission letter has been pre-configured.

The following rules have been pre-configured using the best practice decision codes:

• Add Enrollment Deposit Payment Due: This rule is inactive and should only be activated if your institution receives payment

• Add Deposit Pending Decision

• Add Admit/Decline Decision

Deliver

Templates

📍 Location: Deliver → Folders → Templates

An example template has been pre-configured. This template has not been added to any communications.

Application System Emails

📍 Location: Deliver → Folders → System

The most common system mailings have been pre-configured. You can edit these at any time. Additional system mailings can be created.

📖 Further reading: System emails

Events

Templates*

📍 Location: Events → Folders → Templates

The following commonly used templates have been pre-configured and must be customized:

• Campus  Tour

• Information Session

• Online Information Session (Share Hosted)

The following must be updated in order to use these templates:

• Location

• Description

• Registration Settings

• Rescheduling (if applicable)

Template Communications

📍 Location: Event template → Edit Communications

The following commonly used template communications have been pre-configured for each template and must be customized or deleted:

• Confirmation Page

• Email Confirmation

• Sorry We Missed You

• Thank You for Attending

You must updated the "Sender" and "Reply To" for every communication.

Additional communications should be created as needed. These communications must be activated to begin sending. We would also recommend using a deliver template to enhance the aesthetics of these mailings.

Forms

Request for Information communications*

📍 Location: Forms → Folders → Recruitment → Request for Information → Edit Communications

The following communications have been pre-configured but must be modified further in order to activate and use. These communications do not include the pre-configured template.

• Confirmation Page Only*

• Email Only*

Queries / Reports

Query: Data Export - SFTP (Slate to SIS)

📍 Location: Queries / Reports → Data Export - SFTP (Slate to SIS)

This query has been pre-configured but must be modified further in order to activate and use.

📖 Further reading: Exporting data

Voyager: Domestic travel planning

📍 Location: Queries / Reports → Voyager → Domestic Travel Planning

This Voyage has been pre-configured and can be modified as necessary.

📖 Further reading: Voyager

Custom tabs

More Information tab

📍 Location: Database → Tabs → Person Tabs

Update the form to include any additional institutional-specific person-scoped fields, as necessary.

Application Details Tab

📍 Location: Database → Tabs → Application Tabs

Update the form to include any additional institutional-specific application-scoped fields, as necessary.

📖 Further reading: Custom tabs

Origin Groups & Sources

Groups

📍 Location: Database → Origin Groups

Common groups have been pre-configured. Add any additional groups as necessary.

Sources

📍 Location: Database → Origin Sources

Common sources have been pre-configured. Add any additional groups as necessary.

📖 Further reading: Origin sources

Rules

Staff Assignments

📍 Location: Database → Rules → Folders → Staff Assignments

The staff assignment exclusively group has been pre-configured. The remainder of these rules commonly are unique to each institutions. Be sure to update the filter criteria and all users associated. Alternatively, use these as a reference and delete them all / create your own from scratch.

📖 Further reading: Staff assignments

Populations

📍 Location: Database → Rules → Folders → Populations

Two sample populations and associated rules have been configured that can be used throughout drop marketing campaigns. They are inactive and can be added at any time.

• Graduate

• Undergraduate

📖 Further reading: Creating populations

Fields & Prompts

Fields

📍 Location: Database → Fields

The following fields are custom. If there is an associated prompt list, the list can and sometimes must be customized:

Application:

• Signature

• Enrollment Status

• Entry Term* The associated prompt list has been pre-configured with placeholder values and must be customized in order to use.

• Military Fields

• Primary Major

• Student Type

Person:

• Academic Interest

• Entry Term* The associated prompt list has been pre-configured with placeholder values and must be customized in order to use.

• Mobile Opt-In

• SIS ID

• Staff Assigned Locked

📖 Further reading: Field settings

Prompts

📍 Location: Database → Prompts

The following prompt lists have been pre-configured, are associated with standard fields and can be customized:

• course_grade

• course_grade_level

• course_level

• course_term

• course_type

• degree

• honors

• industry

• major

• rating

• reference_type

• relationship_education_level

• sex

• sport

• sport_rating

• study_level

• visa

📖 Further reading: Prompt settings

Users & Access

Role Groups & Permissions

📍 Location: Database → User Permissions

The following roles have been pre-configured and can be updated to remove or add permissions that make sense for your users. These roles can be granted to any new user that you create that meet that criteria:

• Academic Advisor

• Admission Counselor

• Admissions Inbox

📖 Further reading: Role settings, Custom permissions