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

When managing a list of "Allowed Networks" within Slate for opening access for SFTP or Direct SQL Access, IP subnets can be entered using CIDR notation in addition to individual IP addresses. CIDR notation is an abbreviated way of including

Automatic Reply rules send a response to the sender of Inbox messages automatically. 📝 SMS messages require Slate Credits . How automatic reply rules work A given rule will send an automatic reply to a given sender’s incoming message one

Every year, over 50 million people use Niche to find the right school for them. Niche has in-depth profiles on all U.S. colleges, universities, and K-12 schools including millions of student reviews, comprehensive rankings, and detailed statistics

Onboarding Slate provides an opportunity to reconsider the full stack of advancement business processes. Slate is process-built, empowering organizations to customize every step of their operations. Approaching the implementation with a creative mind helps you move your processes beyond

enable encryption, you can pass a parameter of Encrypt=yes in the connection string to instruct the ODBC client to use an encrypted connection. If you experience issues with the "Encrypt connection" option and you have checked the "Trust server

Slate provides various ways to navigate through the user experience, including the omni-search feature, the user profile, and the Slate navigation bar available on most pages. Icons appear on the Slate navigation bar to access the main components of

Fields and prompts can be created and directly associated with individual gifts. By setting the scope of a custom field to  Gift , institutions can store custom information about a gift. The Giving Tabs Insert list defines the visibility of the

Applications are processed through a defined series of steps using a workflow. This article describes considerations for creating additional workflows. Avoid Overcomplication  Most of the work on applications, including admission review, is done using workflows. However, creating additional workflows may

Slate-hosted applications only The date and time (in Eastern Time) after which applications cannot open, edit, or submit applications and their submission fees in this round You can set grace periods for fees with the next setting, Payment Grace

Previous article in this series: Stage 1: Initial Data and Process Considerations Populating core data in Slate is an important task to ensure that record information is accurately recorded and displayed, however, currently enrolled student records can already exist in

Gmail is the most popular email provider in the U.S., and due to the volume of emails sent from Slate to Gmail addresses, this article will provide a few tips to getting emails sent through Slate delivered and opened

The query is a powerful tool that allows you to retrieve, filter, and transform your data. In order to harness this power effectively, these best practices will help you create robust processes and avoid timeout errors . Consider filter selections In

You can quickly, easily, and securely export data from Slate to any external system. These might include Student information system (SIS) General ledgers Financial aid systems 📖 Looking for an overview of integrations as a whole ? Determining your export process

To restrict access and edit permissions to a portal or Express Portal to only specific users, to user with a given permission, or to users with a given role: Select Database . Select Portals. Select a portal, or create a new

The clean, functional design of Slate ensures that users do not need technical expertise to maximize its powerful capabilities. The intuitive interface and straightforward systems simplify training needs and empower users to stand up their business processes quickly. It is

You can use Liquid markup in portals to conditionally display text within a static content block based on exports added to the method query. Exports are used as merge fields to either display text conditionally or display the export value

case of a generic timeout error, it will not be possible to identify whether a single rule is responsible; it is often a combination of many. Review Check Rules to see if there are rules displaying an ‘ERR’ message

All financial aid letters can be uploaded as a single PDF file using a standard source format. The source format can separate the letters for each applicant, and can assign a provisional Financial Aid decision with the uploaded letter. Financial

with account login Reset the record’s password Impersonate the record Merge the account with another record Email The Account Email Address is the Rank 1 Email Address on the record. Editing the email address needs to be done in