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Syllabus

  1. Feel comfortable with navigating through the key areas in Slate

  2. Provision and access your Personal Test environment

  3. Learn the differences between the standard record and dataset types

  4. Understand the parts of the Person Record and where to find key data

  5. Build free text, bit, single value, and multiple values fields

  6. Build prompt lists

  7. Understand how the Slate database is structured

Slate navigation icons

  • Records - Lookup people, organizations, and organization contacts. 

  • Queries /Reports - Create lists and reports of varying complexity on all of the data within your database.

  • Reader - Create a workflow and review process to evaluate applications.

  • Deliver - Create and deploy communications.

  • Inbox - Aggregate and reply to incoming email and SMS messages.

  • Forms - Build and manage all of your forms, including request for information forms.

  • Events - Create and manage all of your events, registration forms, and event communications.

  • Scheduler - Create and schedule individual meetings, registration forms, and meeting communications.

  • Database - The repository for administrative functions within your database.

Slate icons.png

Knowledge Check

Slate is completely mobile responsive? True or False

Slate Environments

  • Production

  • Test

  • Clean Slate - Provisioned as either a blank database or a copy of a model database, the Clean Slate environment can be used for reference or training purposes, but is not individual to each user. This environment is indicated by the "CLEAN SLATE" text along the left-hand side.

  • Time Warp - This is a copy of your production environment at a specific point in time from the last 90 days, indicated by the "TIME WARP" text along the left-hand side.

  • Personal Test - This database includes content created exclusively for Learning Lab courses and their follow-along activities. This Personal Test environment is individual per user. It is not shared with other users at your institution. 

With the exception of your Personal Test Database, only one of each environment type is associated with a single Production database, shared among all users in your instance.

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