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...

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...

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...

Person Status allows for a high-level classification of a person record. This singular status leverages underlying rules to categorize records based on attributes about the person. It is a mechanism, to sum up qualities about an individual into a si...

Overview The creation of standard, institutionally-specific salutations can be automated using the Rules Editor. With the ability to reference any data point associated with each person, as well as information associated with each records' r...

Records can automatically be identified as head of household by using the Rules Editor . The head of household designation informs other operations within a school's database, such as salutations, tracking interactions, and prioritizing c...