Admissions Suitcase Library
Browse pre-built Slate resources that can be copied, adapted, and put to use quickly. From simple starting points to more specific use cases, the Suitcase Library is designed to save time and make building in Slate easier.
Suitcase list is initially sorted by most recently updated content.
| Recently accessed | ||
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| Query | ||
| Query |
<html xmlns="http://www.w3.org/1999/xhtml"><head><title /></head><body><h2> 📚 Applicants and High School Details </h2><p> This query looks at applications submitted and provides more information about the high school they came from. Additional exports include a count and list of all schools regardless of type/level of study.<br /><br /> Add geographic filters (state, region, country) for regional analysis or include additional school-level data such as CEEB code to further augment this query. </p><p><strong>📦 Includes:</strong></p><p> - 1 application-coped query with a top-level join to School by Level of Study, Rank and subquery exports to all schools for count and concatenated list </p><p><strong>🔎 Tags:</strong> Territory management, geography, app, apps </p></body></html> | |
| Application Logic |
<html xmlns="http://www.w3.org/1999/xhtml"><head><title /></head><body><h2> 📚 Hard Fail Library </h2><p> A collection of application logic rules designed to identify conditions that should result in a hard fail on an application. These rules provide examples of how institutions can evaluate application data, enforce required criteria, and prevent applications from advancing when specific requirements are not met. </p><p> This suitcase offers a flexible starting point for building or expanding institutional hard fail logic. The included rules can be reviewed, adapted, or combined to support eligibility requirements, data validation, submission controls, and other application-specific business processes. </p><p><strong>📦 Includes:</strong></p><p> - 19 Hard Fail rules for application logic </p><p><strong>🔎 Tags:</strong> Application Logic, Hard Fail, Application Rules, Eligibility Requirements, Data Validation, Submission Requirements </p></body></html> | |
| Query |
<html xmlns="http://www.w3.org/1999/xhtml"><head><title /></head><body><h2> 📚 Application Statistics for Organizations Dataset </h2><p> This query provides a concise, year-specific view of application activity for each record in your organizations dataset. This example includes application start, submit, admit, and deposit totals as well as submission, admit, and yield rates. These metrics allow users to compare an organization’s current performance with prior periods directly from the school record. This supports quick enrollment analysis, helps identify trends in feeder-school engagement, and gives staff actionable context without requiring navigation to a separate report.<br /><br /> Consult the <a href="https://knowledge.technolutions.net/docs/embedded-dataset-row-queries" target="_blank">Embedded Dataset Row Queries</a> Knowledge Base article for more information on configuring this query in your Slate database. </p><p><strong>📦 Includes:</strong></p><p> - 1 lookup period-scoped query with exports to display aggregate funnel information by period for applications from a specific organization dataset record </p><p><strong>🔎 Tags:</strong> App stats, funnel by school, college conversion, university yield </p></body></html> | |
| Query |
<html xmlns="http://www.w3.org/1999/xhtml"><head><title /></head><body><h2> 📚Application Status Review by Rank 1 App Entry Term </h2><p> This query provides a view of applicants whose rank 1 application entry term matches the query filter. It includes key applicant details and the current status of their application. This query helps track progress across the application cycle and monitor overall pipeline health. </p><p><strong>📦 Includes:</strong></p><p> - 1 application-scoped query with a pinned filter for rank 1 application entry term </p><p><strong>🔎 Tags:</strong> Query, application, apps by rank, app status, entry term </p></body></html> | |
| Rules |
<html xmlns="http://www.w3.org/1999/xhtml"><head><title /></head><body><h2> 📚 Application Status Rules </h2><p data-end="283" data-start="0"> A collection of Application Status Rules designed to control how applications move through the admission workflow. These rules evaluate application conditions and data to determine when an application should advance, remain in its current status, or be prevented from progressing. </p><p data-end="446" data-is-last-node="" data-is-only-node="" data-start="285"> This suitcase provides a practical starting point for managing application routing, status changes, workflow controls, and other automated application processes. </p><p><strong>📦 Includes:</strong></p><p> - 10 Application Status Rules </p><p><strong>🔎 Tags:</strong> Application Logic, App Status, Application Rules, Do Nothing </p></body></html> | |
| Query |
<html xmlns="http://www.w3.org/1999/xhtml"><head><title /></head><body><h2> 📚 <strong>Applications Started but NOT Submitted</strong></h2><p> This query identifies applicants who have started an application but have not yet submitted it. It helps track early-stage engagement and recover incomplete applications. </p><p><strong>📦 Includes:</strong></p><p> - 1 application-scoped query filtered by Submitted Status and application round Active Status </p><p><strong>🔎 Tags:</strong> App status, submission, unsubmitted </p></body></html> | |
| Query |
<html xmlns="http://www.w3.org/1999/xhtml"><head><title /></head><body><h2> 📚 Applications with Missing Parents/Guardians </h2><p> This query identifies applications that are missing required parent or guardian entries. It helps ensure applications are complete and that all necessary contact and relationship data is captured. </p><p><strong>📦 Includes:</strong></p><p> - 1 application-scoped query filtered by select Relation / Category values </p><p><strong>🔎 Tags:</strong> Relationship </p></body></html> | |
| Query |
<html xmlns="http://www.w3.org/1999/xhtml"><head><title /></head><body><h2> 📚 Applications with Provisional Rank 1 Decision Status </h2><p> This query displays any application whose rank 1 decision is marked as provisional (not confirmed). </p><p><strong>📦 Includes:</strong></p><p> - 1 application-scoped query with a Decision by Rank / Status filter for rank 1 decisions. An inactive filter is included to only return applications with a released Admit decision. Review your decision codes before activating this filter to ensure it functions as expected. </p><p><strong>🔎 Tags:</strong> Provisional, first, unconfirmed, not confirmed </p></body></html> | |
| Query |
<html xmlns="http://www.w3.org/1999/xhtml"><head><title /></head><body><h2> 📚 Applications within a Geographic Radius by Status </h2><p> This query identifies applicants with selected Application Statuses whose active addresses fall within a certain radius of a specified ZIP code. It helps institutions analyze local markets, target outreach, and understand regional applicant activity.<br /><br /> This example looks at all active addresses, defined by address priority (not inactive), effective date (effective before today or null), and expiration date (expires after today or null). The Address by Rank filter takes priority and expiration into account but only matches against one address per applicant record. You may want to build a simpler Address by Rank query and compare results to this example in your database. </p><p><strong>📦 Includes:</strong></p><p> - 1 application-scoped query with a Geographic Proximity (Mileage From ZIP Code) subquery filter </p><p><strong>🔎 Tags:</strong> Distance, miles, near </p></body></html> | |
| Query |
<html xmlns="http://www.w3.org/1999/xhtml"><head><title /></head><body><h2> 📚 Athletic Recruitment </h2><p> Examines students who are being recruited for athletics and provides detailed information on where they are from, their application status (rank 1 application), and athletic feedback.<br /><br /> The exports include a count of total sports per record in addition to information about the rank 1 sport. </p><p><strong>📦 Includes:</strong></p><p> - 1 person-scoped query with a filter for rank 1 sport </p><p><strong>🔎 Tags:</strong> Athletes, sports, recruits, recruiting, prospects </p></body></html> | |
| Portal |
<html xmlns="http://www.w3.org/1999/xhtml"><head><title /></head><body><h2> 📚 Athletic Recruit Portal </h2><p> A coach-facing portal designed to display athletic recruits associated with a specific sport. Coaches can review recruit information, access related reports, and monitor activity for the prospective student-athletes connected to their program. </p><p> The portal also provides coaches with a structured way to enter and update details about individual recruits, supporting communication, evaluation, recruitment tracking, and collaboration with the admission office. </p><p><strong>📦 Includes:</strong></p> - Athletic recruit portal<br /> - Sport-specific recruit list<br /> - Reports associated with recruits for the selected sport<br /> - Form for coaches to enter or update recruit details<br /><br /><strong>🔎 Tags: </strong>Athletic Recruiting, Coach Portal, Student Athletes </body></html> | |
| Query |
<html xmlns="http://www.w3.org/1999/xhtml"><head><title /></head><body><h2> 📚 Bounced Messages by Delivered Date (with parameter) </h2><p> This query identifies email messages that bounced on a selected delivered date, which is entered via a <a href="https://knowledge.technolutions.net/docs/custom-parameters" target="_blank">custom parameter</a>. Matching rows will display with all active email addresses and show the email address that bounced.<br /><br /> Use this query to monitor deliverability issues, maintain clean contact data, and improve communication effectiveness. </p><p><strong>📦 Includes:</strong></p><p> - 1 person-scoped query with a parameter filter </p><p><strong>🔎 Tags:</strong> Query, Deliver, Communications, Comms, Bounce </p></body></html> | |
| Query |
<html xmlns="http://www.w3.org/1999/xhtml"><head><title /></head><body><h2> 📚 Cumulative Source Format Monitor </h2><p> This query provides a list of cumulative source formats, the count of sources per format and the earliest and most recent source created dates (yyyy-MM-dd). In general, a cumulative source format should only have 1 source associated with them. Note that there are two primary circumstances where more sources may be present: </p><ol><li> A new sources has recently been uploaded. </li><li> The format was created as an "incremental" format and updated to be cumulative. </li></ol><p> Both circumstances above are normal, as Slate removes prior sources for cumulative formats in small batches throughout the day. For #2, particularly if the format has hundreds of existing sources, it may take several days for Slate to remove all existing sources.<br /><br /> You may use this query to monitor the counts of sources from day-to-day to verify overall source counts continue to decrease. </p><p><strong>📦 Includes:</strong></p><p> - 1 source format-scoped query filtered on sources that are marked "Files are delivered consistently; delete all past uploaded datasets for this source format" </p><p><strong>🔎 Tags:</strong> Source format maintenance, cumulative source formats, source logging </p></body></html> | |
| Portal |
<html xmlns="http://www.w3.org/1999/xhtml"><head><title /></head><body><h2> 📚 Custom Person Dashboard </h2><p> A customizable dashboard designed to present important person-level information in one centralized view. It gives staff quick access to key record details, activity, status information, and other data that may otherwise require navigating across multiple tabs in Slate.<br /><br /><img alt="" src="https://slate-admissions-showcase.technolutions.net/www/images/Documentation%20for%20Library/Custom%20Person%20Record%20Dashboard.png" style="width: 1200px; height: 545px;" /></p><p><strong>📦 Includes:</strong></p> - Custom Person Dashboard Express Portal<br /><br /><strong>🔎 Tags: </strong>Custom Person Dashboard, Person Record, Record Management, Staff Dashboard, Person Data, Custom Tab </body></html> | |
| Portal |
<html xmlns="http://www.w3.org/1999/xhtml"><head><title /></head><body><h2> 📚 Event History Express Portal </h2><p> An Express Portal designed to live on a custom tab within a person record, giving staff a focused view of the individual’s event history.<br /><br /><img alt="" src="https://slate-admissions-showcase.staging.technolutions.net/www/2d9bee1c-36dd-4e81-90c9-6a8af9997530" style="width: 1006px; height: 545px;" /></p><p> The portal separates past and upcoming events, making it easier to review prior engagement, confirm future registrations, and understand event activity. </p><p><strong>📦 Includes:</strong></p> - Event History Express Portal for a custom person-record tab<br /><br /><strong>🔎 Tags: </strong>Event History, Event Registration, Attendance, Custom Tab </body></html> | |
| Query |
<html xmlns="http://www.w3.org/1999/xhtml"><head><title /></head><body><h2> 📚 Data Export - SFTP (Slate to SIS) </h2><p> This query uses application and decision-related filters to export a group of applicants to an SIS via an SFTP. Exports include demographic information, application details, the Slate Application ID, and the Application GUID. A Schedule Export is also configured for this query.<br /><br /> Also consult the <a href="https://knowledge.technolutions.net/docs/exporting-data" target="_blank">Exporting Data</a> collection of articles in the Knowledge Base for more information. Note that this query is configured to export as XML. Consult the Format Definition <a href="https://knowledge.technolutions.net/docs/format-definition-xml" target="_blank">XML Knowledge Base</a> article for more information. </p><p><strong>📦 Includes:</strong></p><p> -1 application-scoped query with a variety of application and person-scoped exports, including Lookup Round Export Values 1-5 for institutions that may store SIS-related round codes in those fields. </p><p><strong>🔎 Tags:</strong> SIS, Banner, Colleague, Ellucian, Jenzabar, Workday, ERP, Anthology, Blackbaud, Modern Campus </p></body></html> | |
| Query |
<html xmlns="http://www.w3.org/1999/xhtml"><head><title /></head><body><h2> 📚 Database Audit </h2><p> A collection of audit queries designed to help administrators identify outdated, inactive, incomplete, or poorly organized resources across a Slate database. The bundle reviews users, queries, forms, events, rules and more to surface areas that may require cleanup or further investigation. </p><p> This suitcase provides a practical starting point for routine database maintenance, governance, and documentation. Results can help staff reduce clutter, review access and permissions, identify unused resources, and improve the overall organization and health of the database. </p><p><strong>📦 Includes:</strong></p> - Active Users with NO login in 365+ Days Query<br /> - List of Users, Roles, & Permissions Query<br /> - Archived Queries Query<br /> - Queries NOT using Configurable Joins Query<br /> - Queries NOT Run in 365+ Days Query<br /> - Queries NOT updated in over 365 Query<br /> - Queries without Folders Query<br /> - Forms without Update in 365+ Days Query<br /> - Forms without Folder Query<br /> - Forms without Template Query<br /> - Inactive Events Query<br /> - Rules that are NOT Active Query<br /> - Query of Queries Query<br /><br /><strong>🔎 Tags: </strong>Database Audit, Database Cleanup, Audit, Database Hygiene </body></html> | |
| Query |
<html xmlns="http://www.w3.org/1999/xhtml"><head><title /></head><body><h2> 📚 Document Export Query on Document Base </h2><p> This query is used to package and deliver individual Slate materials to an external document-management system. It can export documents as PDFs or archives and, when needed, include an index file containing identifiers and metadata so the receiving system can associate each file with the correct person or application. Common destinations include systems such as OnBase, ImageNow, and DocFinity. See the <a href="https://knowledge.technolutions.net/docs/en/getting-started-with-document-exports" target="_blank">Getting Started with Document Exports</a> Knowledge Base article for more information. </p><p> Because it is document-focused rather than a standard data export, the query tracks each individual document/material to prevent repeat delivery and can be scheduled for ongoing transfer, such as to an SFTP location. You can filter for specific material types and application populations, customize filenames, and include only the metadata the external system requires. The required <code>pdf:file</code> and <code>pdf:xml</code> exports generate the actual document output and should remain in place. See the <a href="https://knowledge.technolutions.net/docs/en/creating-a-document-export-query-with-configurable-joins" target="_blank">Building a Document Export Query</a> Knowledge Base article for more information. </p><p><strong>📦 Includes:</strong></p><p> - 1 document-scoped query set to log query runs/retrieve only the new records since query was last run with a limit of 5,000 documents per execution. A scheduled export is also configured for this query. </p><p><strong>🔎 Tags:</strong> Doc export, PDF export, index file, document management </p></body></html> | |
| Query |
<html xmlns="http://www.w3.org/1999/xhtml"><head><title /></head><body><h2> 📚 Emails by Username and Domain </h2><p> This query analyzes applicant email usernames and domains to help identify potentially suspicious or fraudulent records. It supports early detection of unusual patterns that may indicate invalid or high-risk submissions.<br /><br /> This query can be further augmented with regex to look for groups of email addresses that follow certain patterns. If your database contains multiple email device types or fields, consider creating a subquery export within your filters to search emails or domains across all of a record's addresses. </p><p><strong>📦 Includes:</strong></p><p> - 1 person-scoped query </p><p><strong>🔎 Tags:</strong> Email, domain, handle, username, duplicate, fraud </p></body></html> | |
| Report |
<html xmlns="http://www.w3.org/1999/xhtml"><head><title /></head><body><h2> 📚 Event Attendance Report </h2><p data-end="308" data-start="0"> A comprehensive event attendance report that tracks participation trends across multiple years, with separate views for total, in-person, and online events. Results can be broken down by year, individual event, and event time to provide a clearer picture of engagement across different formats and schedules. </p><p data-end="577" data-is-last-node="" data-is-only-node="" data-start="310"> The report also summarizes registration outcomes, including attended, waitlisted, cancelled, and no-show, helping staff evaluate event performance, compare attendance patterns, identify successful offerings, and make more informed decisions about future event planning. </p><p><strong>📦 Report Includes:</strong></p> - Total Event Details<br /> - In Person Event Details<br /> - Online Event Details<br /><br /><strong>🔎 Tags: Attendance, Visit Reporting, Event Planning</strong></body></html> | |
| Query |
<html xmlns="http://www.w3.org/1999/xhtml"><head><title /></head><body><h2> 📚 Event List with Registration Counts </h2><p> This query displays all events that have registrants and details the registrant counts by status. </p><p><strong>📦 Includes:</strong></p><p> - 1 form-scoped query filtered to Events with exports by registration status </p><p><strong>🔎 Tags: </strong>Registrations, event funnel, event conversion, attendance rate, show rate </p></body></html> | |
| Form |
<html xmlns="http://www.w3.org/1999/xhtml"><head><title /></head><body><h2> 📚 Example Math Test (Person-Scoped) </h2><p> This form uses calculation fields and JavaScript to create a lightweight assessment experience that scores responses instantly, supports multiple attempts, and associates results with the student record. The assessment process is kept inside Slate without requiring a third-party testing platform, while still allowing for immediate feedback to respondents and easy routing into Reader for evaluation.<br /><br /> While this setup may sound technical at first, Slate AI can help accelerate the process by assisting with formulas, JavaScript logic, feedback messaging, and overall form design, especially if you want to adapt this approach to new question types or for other types of assessments.<br /><br /> Featured in a Get Inspired post, <a href="https://community.technolutions.net/get-inspired/post/quick-math-assessment-with-slate-forms-zKRGA8oB3UimJmN" target="_blank">Quick Math Assessment with Slate Forms</a></p><p><strong>📦 Includes:</strong></p><p> - 1 person-scoped form configured for Secure Link/Login Required and multiple form submissions per record </p><p><strong>🔎 Tags:</strong> Math exam, JavaScript, form validation, assessment </p></body></html> | |
| Form |
<html xmlns="http://www.w3.org/1999/xhtml"><head><title /></head><body><h2> 📚 Fee Waiver Requests/Submissions </h2><p> A paired set of resources for collecting and reviewing application fee waiver requests in Slate. The included form allows applicants to submit a fee waiver request and provide the information needed for institutional review. </p><p> A supporting query tracks submitted requests in one place, making it easier for staff to review responses, monitor request volume, identify pending submissions, and support the fee waiver approval process. </p><p><strong>📦 Includes:</strong></p> - Application fee waiver request form<br /> - Query for tracking submitted fee waiver requests<br /><br /><strong>🔎 Tags: </strong>Fee Waiver, Fee Waiver Request, Application Fee </body></html> | |
| Form |
<html xmlns="http://www.w3.org/1999/xhtml"><head><title /></head><body><h2> 📚 GPA Recalculations </h2><p> A collection of GPA Recalculation resources designed to help institutions evaluate academic performance using consistent, configurable methods. The included options support different levels of complexity, from a straightforward calculation to a more comprehensive recalculation process. </p><p> This suitcase provides flexible starting points that can be adapted to match institutional grading policies, course weighting practices, and application review needs. </p><p><strong>📦 Includes:</strong></p> - GPA recalculation using a 4.0 scale<br /> - Full GPA recalculation resource<br /> - Simplified GPA recalculation resource<br /><br /><strong>🔎 Tags: </strong>GPA Recalculation, Application Review, Reader Form, Review Form </body></html> | |
| Query |
<html xmlns="http://www.w3.org/1999/xhtml"><head><title /></head><body><h2> 📚 List of Applications in Workflows </h2><p> This query displays all applications that exist in either and app-scoped or a person-scoped workflow bin. The names of the workflow, bin, and the bin timestamp are included, as well as application information. </p><p><strong>📦 Includes:</strong></p><p> - 1 application-scoped query filtered to display records in either an app-scoped or person-scoped workflow bin </p><p><strong>🔎 Tags:</strong> Workflows, funnel, app management, app status </p></body></html> | |
| Query |
<html xmlns="http://www.w3.org/1999/xhtml"><head><title /></head><body><h2> 📚 List of College Fairs </h2><p> This query provides a list of college fairs along with their associated location details, helping teams track where recruitment events are taking place. It supports planning, coordination, and analysis of travel and event coverage across regions. It also displays a count of registrants and guests. </p><p><strong>📦 Includes:</strong></p><p> - 1 form-scoped query with a Folder filter to capture College Fairs. You will need to adjust this filter to accommodate your institution's Slate event structure </p><p><strong>🔎 Tags:</strong> College fairs, attendance tracking, travel planning, recruitment, geomarket, EPS </p></body></html> | |
| Query |
<html xmlns="http://www.w3.org/1999/xhtml"><head><title /></head><body><h2> 📚 List of International Applications at US Schools </h2><p> This query displays all international applicants whose overall rank 1 school is located in the United States. Please see the <a href="https://knowledge.technolutions.net/docs/database-structure-determination-of-table-ranks#School" target="_blank">Database Structure & Determination of Table Ranks</a> Knowledge Base article for more information on overall rank 1 school determination. </p><p><strong>📦 Includes:</strong></p><p> - 1 application-scoped query with a School by Rank Overall / Country filter </p><p><strong>🔎 Tags: </strong>International, foreign apps, app funnel, local </p></body></html> | |
| Query |
<html xmlns="http://www.w3.org/1999/xhtml"><head><title /></head><body><h2> 📚 List of Travel Expenses </h2><p> This query displays expenses across trips, events, Scheduler interviews, and other form registrations. It includes details about the the expense amount, any submitter notes, and whether the expense has been reimbursed. <br /><br /> The Event Name and Start/End Date fields are subquery exports that coalesce the many places that expenses may be logged: within a trip, a specific trip stop, or a form (including events and Scheduler interviews) that may not be part of a trip. </p><p><strong>📦 Includes:</strong></p><p> - 1 expense-scoped query with inactive filters for user, expense status, expense type, and expense amount </p><p><strong>🔎 Tags:</strong> Expenses, reimbursements, invoices, budget </p></body></html> | |
| Query |
<html xmlns="http://www.w3.org/1999/xhtml"><head><title /></head><body><h2> 📚 Mailing Statistics for Emails </h2><p> This query provides insight into email mailing performance by summarizing key engagement metrics such as sends, opens, clicks, and bounces. It helps evaluate the effectiveness of communications and identify opportunities for improvement. An HTML export is included to locate mailings, including form communications that are not searchable in Deliver.<br /><br /> Please review the <a href="https://knowledge.technolutions.net/docs/email-open-and-click-tracking" target="_blank">Email Open and Click Tracking</a> Knowledge Base article for more information on how message statuses are defined and can be operationalized. </p><p><strong>📦 Includes:</strong></p><p> - 1 message mailing-scoped query with counts by message status </p><p><strong>🔎 Tags:</strong> Deliverability, email stats, open rates, click rates, bounce rates, engagement, effectiveness, marketing, comms, messaging </p></body></html> | |
| Query |
<html xmlns="http://www.w3.org/1999/xhtml"><head><title /></head><body><h2> 📚 Missing Checklist Items </h2><p> This query identifies applicants with incomplete applications based on an Awaiting status of one or more checklist items. It helps teams track outstanding requirements, move applicants toward completion, and confirm that checklist groups and rules are working as expected.<br /><br /> The query is currently configured to include Awaiting Submission application statuses, but it excludes any application with a Decided status. Awaiting checklist items with an Enrollment checklist section are also excluded; adjust these rules to match your particular use case. </p><p><strong>📦 Includes:</strong></p><p> - 1 application-scoped query with an Application Status filter of Awaiting Materials </p><p><strong>🔎 Tags:</strong> Awaiting materials, workflow management, follow-up, incomplete application, completion </p></body></html> | |
| Report |
<html xmlns="http://www.w3.org/1999/xhtml"><head><title /></head><body><h2> 📚 My Daily Report </h2><p data-end="266" data-start="0"> A daily report designed to bring territory status, high-priority queries, and upcoming events into one focused view. It helps admission staff quickly identify new activity, outstanding follow-up, and the information most likely to shape their priorities for the day. </p><p data-end="490" data-is-last-node="" data-is-only-node="" data-start="268"> This suitcase provides a practical starting point for creating an action-oriented dashboard that supports territory management, timely outreach, event preparation, and steady progress toward admission and enrollment goals. </p><p><strong>📦 Report Includes:</strong></p><p> - Territory Breakdown Infographic<br /> - Stalled Applications Query<br /> - Ready for Review Query<br /> - Upcoming Events Query<br /> - Upcoming Visitors Query </p><p><strong>🔎 Tags:</strong> Territory Management, My Goals, Workflow </p></body></html> | |
| Form |
<html xmlns="http://www.w3.org/1999/xhtml"><head><title /></head><body><h2> 📚 Net Price Calculator </h2><p> A form designed to help prospective students and families estimate the potential cost of attending an institution. It collects relevant financial and household information and uses those responses to provide an individualized estimate of tuition, aid, and expected net price. </p><p><strong>📦 Includes:</strong></p> - Net Price Calculator Form<br /><br /><strong>🔎 Tags: </strong>Net Price Calculator, Financial Aid, College Costs, Tuition Estimate, Cost of Attendance, Form </body></html> | |
| Query |
<html xmlns="http://www.w3.org/1999/xhtml"><head><title /></head><body><h2> 📚 No Email Address on File </h2><p> This query identifies records that do not have an email address on file. It helps ensure your database is complete and supports effective communication with records.<br /><br /> Confirm that all email-related Device types are captured in the query filters based on your use case and your particular Slate configuration (e.g. discovering records that have no email address value of any type) </p><p><strong>📦 Includes:</strong></p><p> - 1 person-scoped query with filters based on Person Email and Device types that contain email addresses </p><p><strong>🔎 Tags:</strong> Missing email, follow-up, unreachable </p></body></html> | |
| Query |
<html xmlns="http://www.w3.org/1999/xhtml"><head><title /></head><body><h2> 📚 Person Status Timeline </h2><p> A person status timeline designed to show how an individual record has progressed through the admission funnel. It captures timestamps for each recorded status change, creating a clear chronological view of the record’s movement from one stage to the next. </p><p> This resource helps staff review progression history, understand how long records remain in each stage, identify important milestones, and investigate delays or unexpected movement within the recruitment and admission process. </p><p><strong>📦 Includes:</strong></p> - Person Status History Query<br /><br /><strong>🔎 Tags: </strong>Person Status, Status History, Timeline, Admission Funnel, Funnel Progression, Record History </body></html> | |
| Component |
<html xmlns="http://www.w3.org/1999/xhtml"><head><title /></head><body><h2> 📚 Portal Components </h2> Portal <strong>components </strong>let you create content templates for portals and express portals: <ul><li> Components let the users creating a portal <strong>choose styling options </strong>from a list you provide. </li><li> Components can be <strong>locked</strong> to prevent editing by other users. </li><li> Components can be <strong>previewed</strong> to ensure that the element renders as desired. </li><li> Components can be <strong>reused</strong> to prevent wasted time on duplicate work. </li></ul><br /><br /> Consult the <a href="https://knowledge.technolutions.net/docs/portal-components" target="_blank">Portal Components</a> Knowledge Base article for more information.<br /><br /><strong>📦 Includes:</strong><br /><br /> - 10 portal components with styling/content: <ul><li> Spacer </li><li> Document Footer </li><li> Call-to-Action Button </li><li> Button </li><li> Header </li><li> Undergraduate Footer </li><li> Enhanced Button </li><li> Video Preview </li><li> Slate Preferred Partners header </li><li> Custom Portal Component </li></ul><br /><br /> - 2 portal components with names and descriptions as placeholders: <ul><li> Sample Header </li><li> College + University Header </li></ul><br /><br /><strong>🔎 Tags:</strong> Portal components, Express Portals, marketing, branding, styling </body></html> | |
| Portal |
<html xmlns="http://www.w3.org/1999/xhtml"><head><title /></head><body><h2> 📚 Reader Dashboard Bundle </h2><p> A bundle of Reader Dashboards designed for use with the Reader workflow tool. Each version presents a different style to the dashboard summary of an application. </p><p> The bundle includes Slate’s original dashboard, a more modern redesign, and the current default version. Together, they provide useful starting points for comparing layouts and selecting the dashboard experience that best fits an institution’s reader process. </p><p><strong>📦 Includes:</strong></p> - Original Slate reader Dashboard<br /> - Modernized Reader Dashboard<br /> - Current Reader Dashboard<br /><br /><strong>🔎 Tags: </strong>Reader Dashboard, Reader Workflow, Application Review, Dashboard </body></html> | |
| Query |
<html xmlns="http://www.w3.org/1999/xhtml"><head><title /></head><body><h2> 📚 Reference Information for Submitted Applications </h2><p> This query looks at submitted applications and provides counts of all references, only references with a Reference Type of Academic, and missing (unsubmitted) Academic references. </p><p><strong>📦 Includes:</strong></p><p> - 1 application-scoped query with subquery Application Reference exports </p><p><strong>🔎 Tags:</strong> Recommenders, recommendations, recs, LORs, info, status </p></body></html> | |
| Form |
<html xmlns="http://www.w3.org/1999/xhtml"><head><title /></head><body><h2> 📚 Request for Information Form </h2><p> A standard Request for Information form designed to collect prospective applicant details and create a corresponding record in Slate. It provides a straightforward way for individuals to express interest while supplying the information needed for future outreach and recruitment activity. </p><p> This form demonstrates several common form functions and offers a practical starting point for exploring form configuration, field collection, record creation, and inquiry management in Slate. </p><p><strong>📦 Includes:</strong></p> - Request for Information Form<br /><br /><strong>🔎 Tags: </strong>Request for Information, RFI, Record Creation, Form Configuration </body></html> | |
| Portal |
<html xmlns="http://www.w3.org/1999/xhtml"><head><title /></head><body><h2> 📚 Resources </h2><p> A creative report configuration that uses static content blocks to organize and link to resources housed in an existing Slate portal, allowing the portal to be featured directly on the Home dashboard. Rather than displaying traditional live data or embedding the full resource within the report, it provides users with a clear and accessible entry point to supporting content located elsewhere in Slate. </p><p> This suitcase offers a flexible starting point for creating resource directories, staff reference pages, process overviews, instructional links, guidelines, and other curated collections. The included structure can be adapted to match your institution’s content, branding, and navigation needs. </p><p><strong>📦 Includes:</strong></p><p><b>- </b>Report with a single static content block<br /> - Resources Express Portal<strong><br /><br /> 🔎 Tags:</strong> Home Dashboard, Staff Resources, Support, Quick Links </p></body></html> | |
| Form |
<html xmlns="http://www.w3.org/1999/xhtml"><head><title /></head><body><h2> 📚 Sample Reader Forms </h2><p> A collection of sample reader forms designed to support Reader workflows. These examples demonstrate how review criteria, ratings, comments, and recommendations can be organized into a consistent evaluation process. </p><p> This suitcase provides practical starting points for building reader forms of different levels of complexity, from a brief general review to a more focused scholarship evaluation. </p><p><strong>📦 Includes:</strong></p> - Simple reader Review Form<br /> - Scholarship Review Form<br /> - GPA Recalc (Short Sample)<br /><br /><strong>🔎 Tags: </strong>Reader Form, Application Review, Scholarship Review, Evaluation Form </body></html> | |
| Form |
<html xmlns="http://www.w3.org/1999/xhtml"><head><title /></head><body><h2> 📚 Scholarship Application </h2><p> A scholarship application form designed to collect information from applicants seeking institutional financial assistance. </p><p> This suitcase offers a flexible starting point for building a scholarship or financial aid request process in Slate and can be adapted to match institutional eligibility requirements, review criteria, deadlines, and supporting documentation needs. </p><p><strong>📦 Includes:</strong></p> - Scholarship Application Form<br /><br /><strong>🔎 Tags: </strong>Scholarship Application, Financial Aid Request, Student Aid, Scholarship Form, Financial Assistance </body></html> | |
| Portal |
<html xmlns="http://www.w3.org/1999/xhtml"><head><title /></head><body><h2> 📚 Simple Lottery </h2><p> A simple lottery system designed to select records at random from a defined pool in Slate. Staff can determine how many records should be selected and generate a randomized set without manually sorting or choosing participants.<br /><br /><img alt="" src="https://slate-admissions-showcase.staging.technolutions.net/www/c3bee80a-ce9a-4b4a-b62f-95107e4a0430" style="width: 617px; height: 545px;" /></p><p> The selected names can then be exported for review, follow-up, or use in another process. This suitcase provides a flexible starting point for admission lotteries, program selection, scholarship drawings, enrollment placement, and other randomized selection needs. </p><p><strong>📦 Includes:</strong></p> - Random record selection express portal<br /> - Record export function<br /><br /><strong>🔎 Tags: </strong>Lottery, Random Selection, Enrollment Lottery, Applicant Selection </body></html> | |
| Query |
<html xmlns="http://www.w3.org/1999/xhtml"><head><title /></head><body><h2> 📚 Slate Payment Transaction History </h2><p> A payment transaction history resource designed to display payment activity recorded in Slate. It provides staff with a centralized view of transactions associated with individual records, including key payment details and transaction outcomes. </p><p> This suitcase offers a practical starting point for reviewing payment activity, researching individual transactions, confirming payment status, and supporting reconciliation or applicant account follow-up. </p><p><strong>📦 Includes:</strong></p> - Slate Payment Transaction History Query<br /><br /><strong>🔎 Tags: </strong>Payment Transactions, Payment History, Transaction Status, Slate Payments, Payment Reporting, Reconciliation </body></html> | |
| Bot |
<html xmlns="http://www.w3.org/1999/xhtml"><head><title /></head><body><h2> 📚 Slate Summit 2026 AI Chat Bots </h2><p> This suitcase includes two sample AI chatbots designed to help Slate users learn how to plan, build, test, and govern AI chatbot experiences in Slate.<br /><br /> The AI Chat Bot Presentation Bot is a sample instructional chatbot focused on teaching users how bots work. It can answer questions about bot types, AI chatbots, knowledge sources, system instructions, testing strategies, common use cases, pitfalls, best practices, and responsible chatbot design with content from the presentation.<br /><br /> The Sample AI Chat Bot follows the general design rules and best practices covered in the presentation and can be used as a starting framework for institutions that want to build their own chatbot. It is intentionally limited and should be expanded with institution-specific knowledge sources, system instructions, escalation paths, testing plans, and governance expectations before being used more broadly.<br /><br /> These bots are intended as training, exploration, and design reference tools. They are not production-ready chatbots. They do not contain institution-specific policies, deadlines, program information, financial aid rules, admissions requirements, student record data, or other authoritative institutional content.<br /><br /> After importing the suitcase, users are encouraged to open each bot record and review the system instructions, configuration choices, and available preview options. Users can prompt the bots directly, test how they respond, compare how different instructions shape behavior, and use the examples as a foundation for designing their own chatbot experiences.<br /><br /> For authoritative and current product guidance, users should consult the Slate Knowledge Base and Slate AI. These sample bots should be understood as starting points and teaching aids—not as final sources of truth. </p><p><strong>📦 Includes:</strong></p><p> - AI Chat Bot Presentation Bot<br /> - Sample AI Chat Bot </p><p><strong>🔎 Tags: </strong>Chat Bots, AI Chat Bot, Summit 2026 </p></body></html> | |
| Portal |
<html xmlns="http://www.w3.org/1999/xhtml"><head><title /></head><body><h2> 📚 Slate.org Resource Bundle </h2><p> A collection designed to organize and present Slate.org resources for both applicants and organizations. It provides separate, focused experiences that make it easier for users to access relevant information, guidance, and supporting materials. </p><p><strong>📦 Includes:</strong></p> - Applicant-facing Slate.org resource portal<br /> - Organization-facing Slate.org resource portal<br /> - Supporting query<br /><br /><strong>🔎 Tags: </strong>Slate.org, Bundle </body></html> | |
| Portal |
<html xmlns="http://www.w3.org/1999/xhtml"><head><title /></head><body><h2> 📚 Slate.org for Applicants </h2><p> A Portal designed to organize and present Slate.org resources for applicants. </p><p><strong>📦 Includes:</strong></p> - Applicant-facing Slate.org resource portal<br /><br /><strong>🔎 Tags: </strong>Slate.org </body></html> | |
| Portal |
<html xmlns="http://www.w3.org/1999/xhtml"><head><title /></head><body><h2> 📚 Slate.org for Organizations </h2><p> A Portal designed to organize and present Slate.org resources for Organizations. </p><p><strong>📦 Includes:</strong></p> - Organization-facing Slate.org resource portal<br /><br /><strong>🔎 Tags: </strong>Slate.org </body></html> | |
| Portal |
<html xmlns="http://www.w3.org/1999/xhtml"><head><title /></head><body><h2> 📚 Standard Application Status Portal </h2><p> A traditional application status portal that gives applicants a centralized place to monitor their progress throughout the admission process. Students can review their submitted application, identify outstanding requirements, upload requested materials, complete forms, and view important updates from the institution. </p><p> The portal is built using a collection of standard Slate widgets that can be configured to match institutional processes. It provides a flexible starting point for displaying application activity, checklists, payment information, portfolio requirements, admission decisions, and other applicant-facing information. </p><p><strong>📦 Includes:</strong></p> - Application Status Portal<br /> - Application Proof widget<br /> - Decisions widget<br /> - Payment widget<br /> - Submission Confirmation widget<br /> - Checklist widget<br /> - Form Checklist widget<br /> - Material Uploader widget<br /> - Activity widget<br /> - Portfolio widget<br /> - Update Address widget<br /><br /><strong>🔎 Tags: </strong>Application Status Portal, Application Checklist, Form Checklist, Material Upload, Application Proof, Payment, Portfolio, Admission Decision, Applicant Activity </body></html> | |
| Portal |
<html xmlns="http://www.w3.org/1999/xhtml"><head><title /></head><body><h2> 📚 Support Ticket Portal </h2><p> This suitcase contains the components discussed in the Slate-based Internal Support Ticketing System Get Inspired post, found at https://community.technolutions.net/get-inspired/post/slate-based-internal-support-ticketing-system-ZGhcGU5adQAcF4h<br /><br /> Per the Get Inspired post, "The dashboard, queue, assigned tickets, and search tabs are wrapped in Liquid markup based on the logged in user having the "admin (all access)" role, otherwise the end user will only see the create ticket and submitted tickets tabs. You can update this to fit your business needs by changing the Liquid markup on the "default" portal view."<br /><br /> It is strongly recommended to import this suitcase into your Test environment first to confirm your configurations. </p><p><strong>📦 Includes:</strong></p><p> - 1 user-scoped portal with a Default view, 6 tabs/pages of functionality, and 2 pop-up components<br /> - 1 person-scoped Internal Support Tickets Form </p><p><strong>🔎 Tags:</strong> Ticketing, support, user requests, Slate project management, request form </p></body></html> | |
| Query |
<html xmlns="http://www.w3.org/1999/xhtml"><head><title /></head><body><h2> 📚 Territory Overview Query </h2><p> A territory overview query designed to return key details about records assigned across the admission operation. It provides staff with a centralized view of record activity, ownership, and application progress. </p><p> Results can be segmented by assigned user, recruitment territory, or application status to support more focused analysis. This suitcase offers a practical starting point for territory management, counselor caseload review, applicant tracking, and identifying records that may require follow-up. </p><p><strong>📦 Includes:</strong></p> - Territory Overview Query<br /><br /><strong>🔎 Tags: </strong>Territory Management, Territory Query, Counselor Caseload, Applicant Tracking, Application Status, User Assignment, Recruitment Reporting </body></html> | |
| Form |
<html xmlns="http://www.w3.org/1999/xhtml"><head><title /></head><body><h2> 📚 Timed Responses </h2><p> A form designed to collect free-text responses within a defined time limit. Participants can review prompts and enter written responses while an active timer tracks the available completion period.<br /><br /><img alt="" src="https://slate-admissions-showcase.staging.technolutions.net/www/ea61a267-8426-47dd-9abf-37b73105702b" style="width: 1346px; height: 545px;" /></p><p> Once the allotted time has elapsed, the form limits further responses to support consistent submission conditions, with the option to add a short grace period for final edits. This form can be adapted for timed writing exercises, interview questions, assessments, supplemental application responses, and other time-sensitive activities. </p><p><strong>📦 Includes:</strong></p> - Form with free-text response fields<br /> - Timed response functionality<br /> - Restrictions that limit responses after time expires<br /><br /><strong>🔎 Tags: </strong>Timed Form, Free-Text Response, Time Limit, Custom Form </body></html> | |
| Report |
<html xmlns="http://www.w3.org/1999/xhtml"><head><title /></head><body><h2> 📚 Year-over-Year Application Report </h2><p> A year-over-year application report that analyzes volume and trends across admission rounds, geographic regions, and academic programs. It compares Early Decision and Regular Decision activity while also breaking applications down by state and intended major. </p><p> This report helps staff identify shifts in applicant behavior, regional interest, round performance, and program demand over time, providing useful context for recruitment strategy, territory planning, and enrollment forecasting. </p><p><strong>📦 Includes:</strong></p> - Early Decision and Regular Decision comparisons<br /> - Application breakdowns by state<br /> - Application breakdowns by intended major<br /><br /><strong>🔎 Tags: </strong>Applications, Year-over-Year, Reporting, Funnel, Territory Management </body></html> |
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📚 All Active Applications
</h2><p>
An application query designed to show the total number of active applications currently in Slate, including both submitted and unsubmitted records. It provides a quick view of overall application volume and the size of the active applicant pool.
</p><p>
This resource helps staff monitor progress toward application goals, compare completed and in-progress applications, and identify opportunities for outreach to applicants who have started but not yet submitted.
</p><p><strong>📦 Includes:</strong></p>
- All Active Applications Query<br /><br /><strong>🔎 Tags: </strong>Active Applications, Submitted Applications, Unsubmitted Applications, Application Volume, Application Funnel, Applicant Tracking
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