1、Bats Slate Crazy:Life in a Shared InstanceJustin HarvilleTransylvania UniversityJessica K.NealeyTransylvania University“Bats”Slate Crazy Life in a Shared Instance 2023 Slate Summit Justin Harville Director,CRM Systemsjharvilletransy.eduJessica K.NealeyAsst.Director,CRM Systemsjnealeytransy.eduCampus

2、 Quick Facts Institution type:Private liberal arts college Location:Downtown Lexington,Ky.,a thriving city of 324,000 people.Current Enrollment:993 Founded:1780 as the 16th college in the United States and the first university in Kentucky Student/Faculty Ratio:11:1 Average Class Size:15 Receiving Fi

3、nancial Aid:99%Faculty:122 Staff:224Home to the 2023 NCAA DIII Womens Basketball National ChampionsSlate Quick Facts First Years:Admissions:Fall 2017 Student Success Elements:August 2021 Advancement:January 2023 Users:131 and growing Records:1,025,570 URL:apply.transy.edu Datasets:13 Slate Admins-Al

4、l Access:2 Instance Ownership:Office of Information Technology Slate Organizational StructureJustin HarvilleDirector,CRM SystemsAdvancement/Alumni Academic AffairsAcademic Support Accounting/FinanceHuman Resources Student Life/Residence Life Athletics TicketingJessica NealeyAsst.Director CRM Systems

5、Athletics Recruitment/Compliance AdmissionsInformation Technology Shared Instance Considerations Record Separation Institutional Culture,Size and Communication Branding and Slate Database URL Profile Tab Folder Naming Conventions Payments Timeline Tab Person Status Slate User Structure Permissions P

6、ermissions Permissions Custom Permissions Realms Populations CJ Shared Views Datasets Folder Structure RePortals FEEDBACK REQUESTS!Current Offices Admissions Athletics Recruitment/DIII Compliance Athletics Ticketing Human Resources Information Technology Accounting/Finance Academic Affairs/Academic

7、Support Alumni and Development Student Life/Residence Life Faculty/Campus Eventshttps:/ Offices/Expansion Deans Office Department of Public Safety Student Life/Residence Life Academic Affairs Academic Support Alumni and Development Campus TicketingImage:https:/ Slate Use Admissions Applications Even

8、ts Deliver Scheduler Advancement Gift Processing Donor Management Events Deliver Student Success Tutoring Center Events Forms Athletics NCAA DIII Compliance Event Ticketing Human Resources Employee On-Boarding Requisition Planning for the Future Start Small.What you do now will impact your time spen

9、t in the future.Shared instance use case.Human Resources Tutoring Center Campus Events/Ticketing/Trainings Faculty Dashboardshttps:/ Up!https:/ Resources 1.0 and 2.0 Slate Application used to establish checklist and communications process.Student Institutional Work Study and Federal Work Study Appli

10、cations for employment will now be accepted through single event each term.Campus requisitions accepted and approved through Slate and final details stored in jobs.Custom jobs dataset to store details related to requisitions,descriptions changes and provide historical review opportunities.Tutoring C

11、enter 1.0 Established August 2022 Events Course Dataset Tutor Dataset Course Schedule Entity Tutoring Course Entity Student/Faculty/Staff SSO Portal Homepage“RePortal”Considerations/Requests No student Slate users 1:1 Sessions Drop-In Sessions Reporting Survey SSO Drop-In student ID scanner Tutor Da

12、tasetCourse DatasetTutoring Center 1.5 and 2.0 Fall 2022 changes:1:1 became FLEX Student Admins added as Slate users Required FERPA Training and IT Data User Agreements tracked in Slate for user access Summer 2023 changes-All Tutors will be added as Slate users Access granted via user portal with ex

13、piration dates Event Comparison related based on event User 1 Campus Events Faculty request to track attendance Privacy Reporting QR Code Check-inhttps:/ Dashboards Build(Planning Phase)RequestsCurrent StatusNew Build ComponentsAppointment/Tenure/Promotion 90%builtWill require additional custom job

14、scoped fields used by Advancement Teaching90%builtWill require additional custom entity field on Course Schedule Entity used by Tutoring Center/Custom Fields/New History Related EntityProfessional Development/Research/External Grants/Scholarly Activities 50-60%built Prompts added to current advancem

15、ent elements /Possible new entity Campus Appointments and Service25%builtNew Student Groups dataset,entities,custom fields.RePortalReportal:The use of a Slate report static content block to house the embed code to a portal.Report is then located in the system folder making it viewable and permission

16、ed on the slate homepage.Making the Shared Connections Human Resources provide data entry for faculty dashboard.Faculty dashboard provides advancement with new data points.Tutoring center is connected to faculty.Faculty dashboard connected to tutoring center.Faculty provided with reporting for only

17、their enrolled students.Students/Faculty/Staff now see where they stand for events participation and trainings.Resources Slate Community Knowledge Base Community Forums Community Conversations Social Media Facebook User Group Slack Channel Local User Groups Preferred Partners Community ModeratorsJustin Harville Director,CRM Systemsjharvilletransy.eduJessica K.NealeyAsst.Director,CRM Systemsjnealeytransy.edu#SlateSummit