Skip to content Skip to main navigation

add/delete/edit checklist items

Each admission application consists of the application form and any materials.

Materials are supporting files (document, image, form).

Material types are used to categorize the various kinds of materials (transcripts, letters of recommendations etc). The material type establishes the way/order the materials appear in the admission application.

The Checklist section displays a list of materials and their status – to the applicant in their Status Portal and to staff on the Application tab.

Access to goGRAD/Slate

What staff views in Slate administration: 

What applicants view in their goGRAD Status Portal: 

How to Insert Requirement/Checklist item (during Application process) 

Inserting a requirement will add a checklist to that applicant's status portal. Do not use if the application deadline has passed or if the application has moved to First Pass.

On the applicant's admission tab: 

  1. Find the header Checklist
  2. Click Insert Requirement
  3. Use the pop up window to identify the material type, make the item optional and/or add an expiration date.

How to Add/upload Checklist item (on behalf of applicant) 

This is a quick way to upload an item on behalf of an applicant. Do not use for adding reference letters. 

On the applicant's admission tab: 

  1. Find the header Materials
  2. Click New Material
  3. Use the pop up window to identify the material type, follow the upload prompts.

Note: it can take up to 10 minutes for the material to upload and a green checkmark to appear on the Checklist.

Using the Materials Tab (anytime)

Staff can modify application materials on behalf of an applicant using the Materials tab. This is where staff would add/delete reference materials. 

How to add/upload item (on behalf of an applicant)

To upload a new material to an applicant record:

  1. Find the tab called Materials.
  2. Click New Material.
  3. For Record, choose the Admission Application you wish to add the Material to.
  4. For Material, choose the material type – this connects your upload to the right checklist item.
  5. Follow the upload prompts.

GREEN CHECKMARK?

It can take up to 10 minutes for rules in Slate to run and for the green check to appear on the checklist. 

(be patient, uploading again will cause a duplicate)

How to Delete/Edit item (on behalf of applicant)

To delete or edit an item from an applicant record:

  1. Find the tab called Materials.
  2. Click the Material you wish to edit.
  3. Click Delete (bottom of page) if you wish to delete the material.
  4. Use Record if you wish to move the material to a different Admission Application.
  5. Use Material if you wish to change the material type – this connects the material to the right checklist item.

NOTE

It can take up to 10 minutes for rules in Slate to run and for the item to disappear. 

(be patient, deleting again will cause an error message)

Notes: 
  • To replace a material, upload the new one (following the Upload instructions) then delete or hide the old one.
  • Regarding duplicate materials (ie. 2 of the same transcript): the student may not have waited for a green checkmark to appear (it can take up to 10 minutes) and they uploaded their item again. What can I say? patience with technology is virtue.