Slate Essentials

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

Forms

1. Navigate comfortably around the Form Builder and Field Palette

2. Understand the functionality of the various field types

3. Build a Request for Information form

4. Build simple conditional logic within a form

5. Add communications related to a form

Importing Data

1. Develop an understanding of Source Files

2. Learn how Slate's Sources/Upload Dataset tool can be used to import various Source Format Types

3. Explore the Sources/Upload Dataset tool

4. Explore the Source Format Library

5. Develop an understanding of the purpose and process of Data Mapping

6. Build an Import using a provided Source File

7. Discover post-data import features

8. Learn how to consolidate possible duplicate records

Communications

1. Understand the available one-off and bulk communication options

2. Build a Deliver mailing, from template to recipient list to message content

3. Configure one-time, ongoing, and drip marketing campaigns

4. Understand dynamic content options and how to personalize mailings

Events

1. Create event templates

2. Configure communications to coincide with event registrations

3. Modify event registration forms to collect specific data points

4. Create event landing pages

5. Manage event registrants

Rules

1. Understand the basic structure of rules in Slate

2. Identify common rule types and their actions

3. Understand the importance of rule efficiency

4. Create Staff Assignments with Exclusivity Groups

Queries

1. Understand the basics of querying

2. Identify the key components of the Query Builder

3. Learn the difference between a one-to-one relationship and a one-to-many relationship between data tables

4. Build a Configurable Joins query with a one-to-one relationship base join and a one-to-many relationship base join

5. Build a Configurable Joins query with a Subquery Join

Applications

1. Build and collect a completed application

2. Learn about the two types of applications that Slate interfaces with Slate Applications and Imported Applications

3. Create periods and rounds and use them to manage different application cycles and types

4. Create Materials that will be collected as part of the application

5. Leverage Conditional Logic and Page Keys to personalize the application process for each applicant

6. Create submission requirements using Application Logic

7. Create system email notifications for Slate Applications

8. Create automated checklists requirements using checklist group rules

9. Activate Application Status Rules and adjust where needed

10. Create a custom status portal using the Portal Editor

11. Configure payment integration

Application Review with Reader and Workflows

1. Review an application in the Reader

2. Organize applications into different Reader Bins to be viewed by individuals within an institution

3. Create Reader Tab Materials, such as resumes and essays that will be viewed in the Reader

4. Create Reader Tab Groups that will function as 'hubs' that contain Reader Tab Materials

5. Create a Reader Review Form that will be used while in the Reader

6. Understand the structure and importance of Bin Movement Rules

Decisions

1. Create and assign Decision Codes and Reasons

2. Create Decision Letters to inform applicants of your institution's decision

3. Create a Reply Form that accepted applicants will complete noting their decision to either accept or decline the offer of admission

4. Set up automation to keep applications flowing through the decision-release process

5. Create a Deliver Campaign Email that will inform applicants of their updated application status on their Application Status Portal

6. Release a one-off decision to a record

7. Batch release a decision for multiple records simultaneously

Slate Resources

1. Know how to access and utilize all Technolutions' resources, including:

   • Learning Lab

   • Knowledge Base

   • Preferred Partners

   • Community Forums

   • Community Conversations

   • Slate Events

2. Understand the next steps in the implementation process