1、Show and Share Student SuccessDavid MariottOklahoma State UniversityBetsey WeaverOklahoma State UniversityJon CherryMiami University of Ohiobit.ly/OKStateHeartsSlate2023Oklahoma State UniversitySTUDENT SUCCESS SLATEShow and ShareDavid Mariott,Ph.D.David Mariott,Ph.D.Director,University CRM Director,

2、University CRM SystemsSystemsdavid.mariottokstate.edudavid.mariottokstate.eduBetsey Weaver,M.S.Betsey Weaver,M.S.Coordinator,Student Success Coordinator,Student Success CRMCRMbetsey.weaverokstate.edubetsey.weaverokstate.edubit.ly/OKStateHeartsSlate2023Land-Grant Research University Land-Grant Resear

3、ch University Founded in 1890Founded in 1890 Main Campus in Stillwater,OKMain Campus in Stillwater,OK Fall 2022 Enrollment:24,692Fall 2022 Enrollment:24,692 Fall 2022 Freshmen Class:Fall 2022 Freshmen Class:4,6434,643OSU and SlateOSU and Slate Slate Partner since 2012Slate Partner since 2012 4 Separ

4、ate Instances4 Separate Instances Undergraduate Admissions(2012)Undergraduate Admissions(2012)Graduate Admissions(2019)Graduate Admissions(2019)Student Success(2021)Student Success(2021)Human Resources(2021)Human Resources(2021)bit.ly/OKStateHeartsSlate2023Student Success Student Record Management O

5、ne-Stop Shop Advising Appointment Scheduling Notes Advising Documents&Forms Tutoring Scheduling&Notes Instructor Academic Alerts Student Communication Events Forms and Workflowsbit.ly/OKStateHeartsSlate2023Active Scheduler for AppointmentsAllows advisors to:Differentiate for in-person or virtual app

6、ointments Sync schedules with personal Outlook calendar Cancel and alert student to cancellation reasons and point to rescheduleAllow students to:See all available times by location Enter virtual appointment through email link or Student Portal link Can cancel or reschedule from email link or Studen

7、t Portalbit.ly/OKStateHeartsSlate2023Active Scheduler(advisor view)bit.ly/OKStateHeartsSlate2023Advisor Active Scheduler and Calendar Set Up New Advisor onboarding:Populate translation codes for contact information Create 2 templates Create multiple widgets on Student Portal Widget Management:Two(or

8、 four)widgets per primary advisor depending on role Appointment length adjustments based on advising needs at different times of the termbit.ly/OKStateHeartsSlate2023SchedulerTemplates(virtual or in-person)Template Form:Collects Student information including name,ID,phone number Requires student to

9、add appointment reason(s);optional comment box Communications to student:Confirmation email with link to meeting for virtual or physical location for in-person Reminder email 24 hours prior;optional SMS 1 hour prior Information about canceling and rescheduling Confirmation email to advisor advisor c

10、an cancel,which alerts student by email bit.ly/OKStateHeartsSlate2023Translation Code Management User completes Google form for contact info CRM Coordinator adds data to Translation keys Merge fields in Student Portal populate advisor contact info for student viewbit.ly/OKStateHeartsSlate2023Student

11、 Portalscheduling view(in-person vs.virtual)bit.ly/OKStateHeartsSlate2023Student Appointment Scheduling Student Portal Primary Advisor tab View calendars Select in-person or virtual Orange days have available appointments(turns dark grey when selected)Select day to see available times Choose appoint

12、ment time Click“Continue to Registration”Appointment registration form Pre-populated with student info Student selects reason from list Adds comments as neededbit.ly/OKStateHeartsSlate2023Advisor Management Dashboardsbit.ly/OKStateHeartsSlate2023Student Portal Student-facing,mobile-friendly portal S

13、chedule appointments with academic advisors and other student success staff View class schedule with links to tutoring opportunities Access class schedule,hold information,advising notes and documents Utilized for additional,personalized content including Career Services,Student Affairs Resources&Tr

14、aining,Campus Calendar Events Additional Forms&Processesbit.ly/OKStateHeartsSlate2023Student Portal Student Viewbit.ly/OKStateHeartsSlate2023Student Portal Nested Tabsbit.ly/OKStateHeartsSlate2023Student View:Class Schedule with Tutoring Linksbit.ly/OKStateHeartsSlate2023Student View:Appointmentsbit

15、.ly/OKStateHeartsSlate2023Student View:Notes&Materialsbit.ly/OKStateHeartsSlate2023Student View:Engagementbit.ly/OKStateHeartsSlate2023Student View:Engagementbit.ly/OKStateHeartsSlate2023Card Swipe&Form Submissions Card Swipes used extensively in other campus systems Student Swipe Card ID stored as

16、unique field for merging on student record Custom Javascript added to Slate Form to select Card Swipe ID field and to submit the form automatically once card is swiped Check-In&Check-OutMultiple form submissions by timestampFirst submission of the day is Check-In,Second is Check-Out,etc.Export to en

17、tity for queries/staff use Copies of all Event Templates with Card Swipe Code addedbit.ly/OKStateHeartsSlate2023Graduation Clearance Process Piloting with Spears School of Business Advisor completes form Email routing through Slate Communications on form for further review and approval Sent to gradu

18、ation specialist for final approval Prompts student to file official graduation application Forms visible on Advising Management Dashboards(Portals)to view/edit.bit.ly/OKStateHeartsSlate2023Graduation Clearance Process Dashboardbit.ly/OKStateHeartsSlate2023Graduation Clearance Process-Communicationb

19、it.ly/OKStateHeartsSlate2023Admissions Slate to Student Slatebit.ly/OKStateHeartsSlate2023Admissions Slate to Student Slate Slate to Slate Communication-multiple queries push data from Admissions to Student Slate upon orientation registration Creates record in Student Slate to allow advisors to begi

20、n adding notes prior/during student enrollment Updates with additional admissions data as needed Advisors can access portal via Student Record to display summary of Admissions databit.ly/OKStateHeartsSlate2023Admissions Slate to Student SlateService Accounts set up in both instances with SFTP permis

21、sion and use of Custom File Transfer with Account CredentialsNo Material Export/Import-Advisors access Admissions Slate via Admissions Record GUID to view transcripts&other admissions documentsbit.ly/OKStateHeartsSlate2023Suitcase ID7e2e1d43-c5d5-4e71-aacc-151a69cab070:okt7e2e1d43-c5d5-4e71-aacc-151

22、a69cab070:oktbit.ly/OKStateHeartsSlate2023Thank You!David Mariott,Ph.D.David Mariott,Ph.D.david.mariottokstate.edudavid.mariottokstate.eduBetsey Weaver,M.S.Betsey Weaver,M.S.betsey.weaverokstate.edubetsey.weaverokstate.eduJon CherryDirector of EMSS OperationsMiami was auniversitywhen Florida still b

23、elonged to SpainMiami University is located within the traditional homelands of the Myaamia and Shawnee people,who along with other indigenous groups ceded these lands to the United States in the first Treaty of Greenville in 1795.The Miami people,whose name our university carries,were forcibly remo

24、ved from these homelands in 1846.3 Topics Advising forms with dynamic course capacities Custom tabs made with portals Financial aid portalAdvising Forms with Dynamic CapacitiesAdvising Forms with Dynamic CapacitiesAdvising Forms with Dynamic CapacitiesAdvising Forms with Dynamic CapacitiesIncludes c

25、ustom javascript,CSS,and SQL-Can replace the custom SQL with Configurable JoinsAdvising Forms with Dynamic CapacitiesAdvising Forms with Dynamic CapacitiesAdvising Forms with Dynamic CapacitiesCustom Person Record TabsCustom Person Record TabsCustom Person Record TabsHow can the student and parent collaborate on the same forms2 portals1 for student|1 for parent/guardian60 FormsDocument Export QueriesData imports from SIS Banner via AxiomFinancial Aid PortalFinancial Aid PortalThank You!Jon Cherryjon.cherrymiamioh.edu#SlateSummit