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add/delete/edit a reference
A Reference is a specific material type within Slate:
- Applicants add their referees鈥� names and contact information in the Status Page (application step #3).
- Some units have custom reference forms, which is why the program appears in the Reference Type dropdown for applicants. Other units should inform applicants to use the standard form.
- Slate uses the terms referee/recommender and reference/recommendation interchangeably.
Access to goGRAD/Slate
- Access Slate's administrative side:
- Access/share Slate's Reader (review) side:
- To access Slate's Reader from the administrative side, click the laptop icon:
HOW TO send reminder, see email address, complete reference on Behalf of a referee
This option only works if the referee has not yet been submitted (a red x will display) in the Checklist.
- Find the admission application tab
- Under Checklist, click the referee鈥檚 name
- Click Send Reminder via Slate to send a reminder. Click Edit to impersonate the referee; you cannot change contact information, but you can add reference text and/or upload an attachment.
On the admission application tab (administrative side of Slate):
HOW TO ADD/SEND NEW REFERENCE REQUEST OR CORRECT REFEREE REQUEST INFORMATION (REFERENCE TYPE, EMAIL ETC)
- On the application tab, click Impersonate > Status Page (on right side menu).
- At the bottom of the Checklist section, click the Recommendations Page link.
- To add/send a new request, click Add Referee.
- To edit, find the existing referee and click Edit. You can now change the Type, Prefix, Name, Organization, Position/Title, Relationship, email address for the referee.
- You can resend the link using the Send Reminder button - some screens may have this minimized between the Save and Exclude buttons.
Note
We strongly recommend applicants send/edit their reference requests themselves. Instructions for applicants can be found here:
How to delete a reference letter
To delete a reference letter from an applicant record:
- Find the tab called Materials.
- Click the Reference you wish to delete.
- On the popup window, click Delete (bottom of page).
How to restore a reference letter
To restore a reference letter from an applicant record:
- Find the tab called Materials.
- Click the link Restore Materials (right hand side).
- On the popup window, click the item you wish to restore.
How to upload or replace a reference letter
To upload or replace a reference letter (pdf) from an applicant record:
- Find the tab called Materials.
- To upload a reference letter, click New Material and follow the prompts on the popup window. Choose the correct referee name and the material type as Reference.
- To replace a reference, click on the reference name and follow the upload prompts.
Notes:
- If the referee name does not appear on the Materials list, the reference request may not have been entered or sent.
- If you are uploading a reference you must select Reference as the material type to hide the content from the applicant and place the item in the correct order in the admission application