Cycle Prep is the regular and ongoing process of making sure that all Slate-based operations will remain effective during the next admissions cycle or business year. Slate optimization is an expanded and elevated approach to Cycle Prep that includ...

This checklist lets you track the progress of your admissions office’s progress through its annual Cycle Prep . 💡 Tip: Download this checklist as a spreadsheet . Security & user permissions Review all users with exclusive p...

Use this checklist to track the progress of your annual Cycle Prep . 💡 Tip: Download this checklist as a spreadsheet . Security & user permissions Review users with exclusive permissions (Admin, Security Administrator) ...

As your Slate database grows year over year in both record volume and complexity, you may notice some features exhibiting strain under heavy resource utilization. To keep your database working at peak efficiency, perform the audits outlined in this ...

Slate is powerful, but with that power comes the ability to create conditions that lead to errors or reduced speed. This article shows you the tools Slate provides to alleviate these issues. 📖 Related reading: If you aren’t currently experie...

Data Cleanup Tool Cleanup scripts run every night in production environments to remove duplicate data and fix invalid items. For additional information, refer to the article on the nightly cleanup process . Some of these scripts may be exe...

The Deletion Log lets you track and restore applications and dataset records that were manually deleted. To access the deletion log: Select Database from the main navigation. Select Deletion Log . A list of deleted records appears. ...

The Resource Auditor allows users to see active and ongoing information about objects in Slate. Use the Resource Auditor to determine whether objects should be inactivated, archived, or updated for your next cycle. Select an item to display in...

Retention policies are used to delete or purge data. Reasons to delete data include: Compliance with state or federal laws such as the Family Educational Rights and Privacy Act (FERPA) Adherence to institutional retention policies developed in...

Record Data Listed below are the Object types that can be selected within an individual retention policy. Some of these types allow for the deletion of specific values while retaining the data row. If an object does not have specific values listed,...

A Snapshot of a Slate resource is created when you make a change to that resource. Snapshots create a complete capture of the resource as it existed at the moment it was updated. All changes made using Snapshots appear in user audit logs in real...

Note that new retention policies should be created using the new Retention Policy Tool . The Retention Policy tool is used to delete or purge data. Reasons to delete data may include: Compliance with state or federal laws such as FERPA (Famil...

Slate provides real-time access to its current data dictionary, which may be downloaded and viewed.  To view the data dictionary: Select Database on the top navigation bar and select Standard Query Library . Select Slate Data Diction...

You can provision a test environment to try out new features, gain hands-on experience with your database, and troubleshoot in a controlled setting before making the leap to your production environment. 🔔 Important: Terms and conditions ...

Clean Slate environments are a type of training database that come from one of three source types: Model environments: Blank, save for basic data structures that depend on lifecycle (that is, Admissions, Student Success, or Advancement). ...

Explore & copy workflows, forms & automations from a pre-built Slate Admissions Showcase database

Time Warp environments create a copy of your production database from any point in time within the past 90 days. When you’re in a Time Warp environment, this banner appears at the top of every page: 📝 Audit log data is not included in T...

There are numerous tools available to you within your Slate database that can help you troubleshoot behaviors and better understand Slate. Rules Rules Health Check Rules Preview Actions Rule Log Imports and Exports Job Activ...

If you’re thinking about consolidating databases—moving an operation from multiple, dedicated databases to just one—it’s worth considering the pros and cons. Here, we lay out the benefits and drawbacks of sharing databases among lifecycles (Admiss...

Under a typical rolling admissions process, applicants may submit applications at any time and often to future terms but it is still essential to the health of your database to annually maintain periods and rounds. This practice provides a window in...

Activate new periods and rounds and inactivate (or retire) current periods and rounds annually. There are different strategies that might be considered to accomplish this while meeting the needs of various admissions practices. This practice provid...