For Colleges: Application activation

Customer Support Team Updated by Customer Support Team

This article only applies to colleges participating in Apply Coalition with Scoir. Only users with the Application Manager role will be able to make changes on the Configure page.
Before activating your application, make sure you've already set your Rounds and completed Application Configuration.

​Colleges will need to link Scoir with their Slate instance in order to receive applications. This article will walk you through the process of testing that connection to enable application delivery, as well as how you’ll confirm you’ve finished testing your application configuration and are ready to launch.

Step 1: Test Application Initiation

The integration requires an active supplement form and source format, including remap active status, in Slate. Please wait to activate in Scoir until you have made these items active in Slate.

This step carries over between cycles, but it's worth confirming your source format status before proceeding.

​You are required to have both the CoalitionApplicationProfile source format and supplement form active in Slate prior to launch. Due to the unique nature of our application integration, the existence of the active source format, including the remap active status, is critical. An inactive source format will result in applicants getting stuck between Part 1 of the app and your supplement form.

To test the connection between Slate and Scoir, you will send a mock test application to your Slate instance and confirm that the application status returns to Scoir as intended. The Scoir verification-app-round must be mapped in Slate before performing this step.

Users need to have the 'Import' permission in Slate to be able to access the source format to complete the following steps.

Map verification-app-round

In the CoalitionApplicationProfile source format, navigate to Prompt Value Mappings, refresh values, and click on the application_round source field.

You can map this round to any Application Round in your instance of Slate. Click Save.

Send Mock Application

After you've mapped the verification-app-round to one of your Application Rounds in Slate, you're ready to send a mock application to test the connection between systems. To send a mock application, click the Send Mock Application button.

Screenshot of a web page outlining 'Step 1: Test Application Initiation,' with instructions to send and verify a mock application.

Sending the mock application initializes the status. An Initiated status confirms the application was successfully sent from Scoir to Slate.

The next step is to verify data has been sent to the correct Slate instance for your institution. You'll do this by entering the Coalition Application ID of the mock application in the space provided here.

Screenshot showing instructions to enter a 'Coalition Id' in an input field and a 'Submit' button.

Locate the Coalition Application ID for the mock application by navigating to the CoalitionApplicationProfile source format and clicking on the most recent record to show Row Details.

Copy the coalitionId.

Return to Scoir and paste that copied Coalition ID from Slate into Scoir.

After submitting, a green checkmark confirms that the Coalition ID from your Slate instance matches what Scoir has on record for your mock application.

Step 2: Test Application Submission (test your supplement form)

This is where you will test the submission of your supplement.

Click the Open Supplement in New Tab button to be taken to Slate to review and submit your college’s supplement form. This will SSO the user into Slate.

We recommend using Chrome and incognito window to alleviate any issues with the Slate SSO if you are already logged into Slate as another user.

Be sure to complete all the necessary information on your supplement form as required by your institution, verify that all form logic displays as intended, and confirm your application fee payment process is in place (if applicable). When you’re finished, click Submit to proceed.

Once this is complete, the status in Scoir should reflect as 'submitted'. Click Verify and Continue to confirm your supplement form is tested and ready to go.

Step 3: Confirm Application Configuration

The next step will ask you to confirm that you have completed the Application Configuration in Scoir for your institution in the Application Tab under Configure. Your configuration must be completed to proceed in activating your application. You will not be able to make changes to your configuration for this cycle once you have activated your application and the application is made available to students.

This step is your first opportunity to test the application from a student's perspective. Click Preview Application as Student to walk through the full experience. This option remains available throughout the remaining activation steps and after the application is activated.

Once you’ve confirmed your application configuration is complete, click Yes to continue.

Application configuration will lock in early September. Contact Support to request any edits after that date.

If you're configuration is not complete, selecting No, go to Application Configuration will take you to the Configure tab in Scoir to complete it before proceeding.

Once your configuration is complete, click Yes to proceed to the next step.

Step 4: Confirm Application Rounds

The next step asks you to confirm whether you have finished setting up your Application Rounds in Scoir, and that all Scoir Rounds have been mapped to Application Rounds in Slate. Application Rounds are how we collect application deadlines and requirements. You may set up as many rounds as you need. If you are receiving both First-Year and Transfer applications in Scoir, you will need to have at least one round for each applicant type. All deadlines correspond to 11:59pm UTC on the date selected.

Please review the Application Round help document here for additional information.
Please note: If you have enabled transfer applications, but do not have a transfer application round in place, you will not be able to move forward. 'Yes' will be greyed out here.

If you have completed this click Yes to continue.  If any rounds are not correctly mapped to Slate, an error message will display those rounds. You cannot continue until the mapping issues are resolved.

Click on Preview Application as Student to test your application from a student's perspective.

If you have not completed this or still wish to make updates, selecting No, Go to Set Rounds will take you to the Configure tab in Scoir to complete it before proceeding. If you are seeing a Slate round mapping validation error, review the Application Round Considerations section of this Slate Knowledge Base Article.

Step 5: Activate Application

If you have completed all of the steps above, you are ready to activate your application. Take a moment to preview your application, ensuring everything is just as you want it.

Once you're all set, click Turn on Apply with Scoir to activate your application.

Students will be able to initiate the application process beginning August 1 in the Fall of the start of the application cycle. If you would like to begin receiving applications at a later date, please do not activate your application until that time.

step five, activate application

Once you have successfully activated your application, your unique access link to the application experience to share with students will be available here. Use this unique link to direct students right to your application on Scoir.

How did we do?

For Colleges: Configuring your application

For Colleges: Importing School Reference IDs

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