Records
In Slate, a record is considered a singular store of related data. Records can be searched for and viewed within Slate and may display data such as contact information, a timeline of interactions, submitted forms, application status, and much more.
The most heavily used record type is a Person Record, which captures all of the data related to one person.
Matching Criteria
When new data comes into Slate - through form submission, event registration, or an upload - it is essential to identify whether this data should be associated with an existing record or become part of a new record. Slate uses various criteria to identify matches and prevent duplicate records carefully.
Person Records “high-value” matching criteria
Email
First Name
Last Name
Birthdate
The more high-value matching criteria included on forms or through an import, the more likely an exact match will be found.
Knowledge Check
Which of the following are considered high value matching criteria?
First Name
Last Name
Birthdate
Email
Finding Records
There are two ways to find and access records.
Omnisearch (at far right in navigation bar) - returns a brief, auto-suggested list of results (max of 15), including all record types and Slate content, such as Events and Forms.
Lookup (clicking return in Omnisearch takes you to Record and shows you Lookup; to search other Slate content select that navigation and look for its Search) - returns a paginated list of all results within a specific Dataset. You can toggle between record types and add custom filters to your search.
Matching Criteria
When new data comes into Slate - through form submission, event registration, or an upload - it is essential to identify whether this data should be associated with an existing record or become part of a new record. Slate uses various criteria to identify matches and prevent duplicate records carefully.
Person Records “high-value” matching criteria
Email
First Name
Last Name
Birthdate
The more high-value matching criteria included on forms or through an import, the more likely an exact match will be found.
Knowledge Check
Which of the following are considered high value matching criteria?
First Name
Last Name
Birthdate
Email
Finding Records
There are two ways to find and access records.
Omnisearch (at far right in navigation bar) - returns a brief, auto-suggested list of results (max of 15), including all record types and Slate content, such as Events and Forms.
Lookup (clicking return in Omnisearch takes you to Record and shows you Lookup; to search other Slate content select that navigation and look for its Search) - returns a paginated list of all results within a specific Dataset. You can toggle between record types and add custom filters to your search.
Datasets
To keep records organized, Slate uses Datasets to categorize and collect records by type. Datasets keep records organized and allow you to make customizations as needed.
Initially provisioned Datasets
Person - includes primary records that will be used throughout the admissions process, from prospect to inquiry to applicant.
Organizations - includes high school and college data, including CEEB codes. This data is sourced from the College Board and maintained by you.
Organization Contacts - includes contact information for counselors and teachers associated with institutions in the Organizations dataset.
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