Summary Using the Rules Editor to build staff assignments

Original Air Date: 01/22/2016 Video Topics

Demonstration and discussion of best practices for configuring automated processes using the Rules Editor. Recommendations for choosing rule types, picking a query base/population when building a rule, and tips to ensure that your rules run e...

Summary Demonstration and discussion of how to use Translation Codes in queries, rules, and forms to simplify and improve your processes. Video Topics

Summary Learn the ins and outs of using Populations and Population Permissions to grant your users access to records in Slate. We review configuration options, best practices, and how to use Population Permissions in the Reader and Release...

Summary In this webinar we review the basic functionality and best practices for the powerful Origin Source calculator, and demonstrate basic and advanced configurations for creating and using first source records. Video Topics