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 complete list of staff...

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...

To assign staff to specific records, you’ll need to create staff assignment rules. These rules determine which staff member is assigned to any given record. 💡 Tip Use ordered index cards and staff assignment definitions to write the assignmen...

A staff assignment default rule can serve as a catch-all at the end of your exclusivity group, assigning a fallback staff member to any records that don't match your other rules. This is useful when you want to guarantee every record has someone a...

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...

An exclusion rule overrides all other staff assignment rules for a given record, preventing reassignment. Use this pattern to lock a staff assignment in place — for example, to preserve a portfolio or caseload assignment across terms and cycles, or ...

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...

Use non-deterministic rules to randomly assign records to staff within an exclusivity group. Each time a record is updated, Slate selects randomly among the applicable rules. While the selection isn't a round-robin procedure, it produces equal dis...