Slate Homepage Processing Instructions (Lisa's Cubby - End of Day)

FY

Processing - Ad Hoc Checklist Items Needed (FY)

1. Run query 
2. If there are records click on the first one and lookup student 
3. Go to Application Info 
4. Click on notepad with pencil 
5. Scroll down to Requirements and Review (there are two sections: Ad Hoc Checklist Requirements & Hold Reasons (Reference Only) 
6. If there are any Hold Reasons checked off then click on the corresponding box above on the Ad Hoc Checklist Requirement 
7. Once you have checked off any Ad Hoc Checklist go ahead and hit the save button next to the X 

Data Validation - Schools Needing Added (FYs w/o Acad Hist)

1. Run query for matching rows 
2. Generally these are international schools that are not in Slate 
3. Look up student 
4. Click on their application (if they have a common app) and go to the Education page to see when they attended high school, most likely it will be from a different country 
5. Go to Profile 
6. Click on Schools and you’re going to add a New Institution 
7. See snip it and add highlighted and save 

TR

Processing - Ad Hoc Checklist Items Needed (TR)

1. Run query 
2. If there are records click on the first one and lookup student 
3. Go to Application Info 
4. Click on notepad with pencil 
5. Scroll down to Requirements and Review (there are two sections: Ad Hoc Checklist Requirements & Hold Reasons (Reference Only) 
6. If there are any Hold Reasons checked off then click on the corresponding box above on the Ad Hoc Checklist Requirement 
7. Once you have checked off any Ad Hoc Checklist go ahead and hit the save button next to the X 

Data Validation - Schools Needing Added (TRs w/o Acad Hist)

1. Run query for matching rows 
2. Generally these are international schools that are not in Slate 
3. Look up student 
4. Click on their application (if they have a common app) and go to the Education page to see when they attended any college, most likely it will be from a different country (see snip it) 
5. Go to Profile 
6. Click on Schools and you’re going to add a New Institution 
7. See snip it, add highlighted and save