Rules let you automate processes in Slate. They are used throughout Slate to automate processes relating to person records, application data, and more. Rules offer: Increased Efficiency: Rules allow colleges to automate repetitive tasks and...

Users can search for a Person Record in the Lookup tool or the Omni Search. By default, users can find Person records by searching for their: Name, Slate Reference ID, or Email Address This criteria is known as the record’s index. W...

Users can search for dataset records in numerous places, such as in the top right search box of Slate or on a form using an autosuggest list for its dataset. By default, users can find dataset records by their: Name Key Users may want to...

Slate automatically ranks applications two ways : Rank (Overall), which looks at priority (high, then normal, then low) and then submitted date (most recent to latest) Rank Submitted, which looks at submitted date (most recent to latest) T...

A person record’s Person Status is a high-level classification in Slate that uses rules to arrive at a single, easy to query data point. Person status These person statuses are usually mutually exclusive; a person can only meet the criteria for ...

You can create standard, institutionally-specific, automated salutations in Slate with rules. With the ability to reference any data point associated with each person, as well as information associated with each records' relationships, salutatio...

Records can automatically be identified as head of household with rules . The head of household designation informs other operations within a school's database, such as salutations, tracking interactions, and prioritizing communication preference...