Staff assignment rules assign staff members to students based on specific criteria. This article walks you through the steps required to create basic staff assignments. This begins with prep work outside of Slate. Create a complet...

Assigning student records to advisors or staff members can be accomplished using staff assignment rules .  These assignments can be based on a variety of criteria including home state, country, last name, geomarket, transfer, etc.  An imp...

Use ordered index cards and staff assignment definitions to write the assignment rules in Slate. Start with the #1 index card and work through your stack. Create the Rules The Staff Assigned field is included in Slate when an instance is provisi...

An effective way to establish staff assignment rules is to first write out your organizational structure on index cards. Order the cards and associate staff assignment definitions with them. Prioritize the #1 index card and work through your stack. ...

The last Staff Assignment rule should capture any records that failed to match on prior rules. Default Rule - Rule #999 Create a Default rule and add to the Staff Assignment exclusivity group with a priority of 999.  Do not add any filters....

The last staff assignment rule should capture any records that failed to match on prior rules. This serves as a catch-all to ensure that all person records are assigned to a staff member. Default Rule - Rule #999 Create a Default rule and add to...

Exclusion Rules are used to lock a staff member to a particular record and override all other staff assignment rules. Also used to retain the staff assignments made during previous terms. Exclusion Rule Option 1  - Staff Assigned Lock E...

Exclusion Rules are used to lock an advisor to a particular record and override all other assignment rules. This is also used to retain the assignments made during previous terms after the student may have changed their major; if your institution ma...

If your institution needs to assign records to counselors at random, you can create rules within a given exclusivity group that are non-deterministic . As records are updated, there will be a random selection among these rules to take action on the...

If your institution needs to assign records to staff at random, you can create rules within a given exclusivity group that are non-deterministic . As records are updated, there will be a random selection among these rules to take action on the reco...