Building a Slate-hosted application is a powerful way to manage, streamline, and hyper-personalize the application process. Follow these steps to build out your application: Phase 1: Initial setup Create periods. A period must be active i...

You must configure periods and rounds to collect application data in Slate, whether you plan on using a Slate-hosted application or importing applications. Periods and rounds work in conjunction; each round must be associated with a period. Alth...

📚 Part of the series Application Building Phase 1: Initial setup The very first step in the initial setup phase of your Slate application is creating application periods. This applies whether you’ll be importing applications from a thi...

📚 Part of the series Application Building Phase 1: Initial setup The second step in the pre-application build phase of your Slate application is creating an application round . This applies whether you’ll be importing applications from a ...

📚 Part of the series Application Building Phase 1: Initial setup As a best practice, any data collected in an application should be mapped to application-scoped system fields. To create application-scoped fields:  Select Database...

Some processes call for cloning a submitted application for deferral processes or applying for multiple programs via one application. The institution needs to create separate application records in the database. Cloned applications will be related t...

Activate new periods and rounds and inactivate (or retire) current periods and rounds annually. There are different strategies that might be considered to accomplish this while meeting the needs of various admissions practices. This practice provid...

A direct round URL links a specific applicant population that should ONLY see a particular application type. Only one application will be available for creation when the applicant reaches the application management page, and all other active applica...

Depending on your application structure, you may need to clone the Application Base for rounds that need their own standard application customization. For example, cloning the Application Base would be beneficial if your application structure looked...

It is a best practice to create a test person record and an application for that test record in Slate. Use this person record to regularly test a Slate application when developing pages, conditional logic, submission requirements, status pages, and ...

Before making an application publicly accessible, it is important to thoroughly test all aspects of the application process. This includes reviewing the Period and Round structure and checking to see whether data is mapping appropriately to the stud...

The application login page is specific to your institution and requires applicants to access their applications and application status pages. The login page requires applicants to enter their email address and password and includes standard featur...

Under a typical rolling admissions process, applicants may submit applications at any time and often to future terms but it is still essential to the health of your database to annually maintain periods and rounds. This practice provides a window in...

When building out the Slate-hosted application, several techniques are available to manage application deadlines, including round settings, prompt settings, or filters within custom application pages and/or submission requirements.  Round Dead...

As you prepare to go live with your application, you can use the below review list as a helpful guide to review your application. Please note that this is not an exhaustive list and there is no replacement for thorough testing, but this can help get...