Checklist Assignments
Introduction
This document outlines the configuration, validation, and management of checklist assignments in the Slate to Banner integration. It ensures that checklist items are accurately assigned based on applicant responses, program requirements, and institutional policies.
Objectives
Ensure that checklist items are assigned dynamically based on application data.
Validate that checklist rules align with admissions policies.
Identify and resolve gaps or conflicts in checklist assignments.
Recommend enhancements to streamline checklist workflows.
Checklist Categories
1. Document Submission Checklists
Examples:
Official High School Transcripts.
Standardized Test Scores.
Letters of Recommendation.
2. Program-Specific Checklists
Examples:
Nursing Program Prerequisites.
International Student Visa Documentation.
3. General Application Checklists
Examples:
Payment of Application Fee.
Submission of Application Form.
Checklist Assignment Logic
Dynamic Assignment Rules
Checklists are assigned based on:
Application type (e.g., New, Transfer, International).
Program selection (e.g., Nursing, Liberal Arts).
Applicant responses (e.g., first-generation status, residency).
Conditional Logic Examples
Nursing Applicants:
Assign checklist items for CPR certification and clinical prerequisites.
Conditional Trigger: Applicant selects "Nursing" as their program.
International Applicants:
Assign checklist items for passport and visa documents.
Conditional Trigger: Applicant indicates "Non-US Citizen" in the citizenship section.
Dual Enrollment:
Assign checklist items for parent/guardian consent forms.
Conditional Trigger: Applicant selects "Dual Enrollment" status.
Testing Checklist Assignments
Key Scenarios
Scenario | Expected Outcome |
|---|---|
New applicant with no prior college experience. | General application checklist assigned. |
Transfer applicant with incomplete transcripts. | Missing document checklist assigned. |
Nursing applicant missing prerequisites. | Program-specific checklist assigned for prerequisites. |
International applicant without a visa. | Checklist items for visa and passport documentation assigned. |
Metrics
Metric | Value |
|---|---|
Total Checklists Assigned | 1,200 |
Dynamic Assignments Success Rate | 98% |
Checklist Errors Identified | 15 |
Duplicate Assignments | 2% |
Root Cause Analysis
Issues Identified
Checklist Gaps:
Some applicants did not receive required checklists due to incomplete trigger rules.
Conflicting Rules:
Overlapping logic led to duplicate checklist assignments in edge cases.
Integration Delays:
Checklist updates were delayed in syncing with Banner during peak submission periods.
Recommendations
Refine Assignment Logic
Consolidate and test rules to prevent overlaps and gaps.
Optimize Integration
Enhance the speed and reliability of checklist updates syncing between systems.
Automate Validation
Implement automated checks to verify all required checklist items are assigned.
Improve Documentation
Create detailed reference guides for admissions staff on checklist management.
Action Items
Review and Update Rules:
Deadline: March 15, 2024.
Automate Checklist Validation:
Deadline: April 2024.
Conduct Staff Training:
Deadline: May 2024.
Perform Follow-Up Audit:
Deadline: June 2024.