1、A One-Stop-Shop Faculty Portal for Graduate/Professional Schools:Tracking Prerequisites,Interviews,Retention Efforts and More!Erin MichelPhiladelphia College of Osteopathic MedicineSteven VasquezPhiladelphia College of Osteopathic MedicineBrian ReganStrata Information GroupKathryn LucasStrata Inform

2、ation GroupA One-Stop-Shop Faculty Portal for A One-Stop-Shop Faculty Portal for Graduate/Professional Schools:Graduate/Professional Schools:Tracking Prerequisites,Interviews,Retention Efforts and More!Erin Michel,Steven Vasquez,Brian Regan,and Kathryn Lucas3 Locations2 States1 MissionPhiladelphia,P

3、ennsylvania-PCOMSuwanee,Georgia-PCOM GeorgiaMoultrie,Georgia-PCOM South GeorgiaFounded in 1899,Philadelphia College of Osteopathic Medicine emphasizes total wellness-in body,mind and spirit.PCOM students learn to treat the WHOLE person,by considering the physical,environmental and psychological aspe

4、ct of a problem.Problem 1:FacilitatingInterviewsCommitted to a DEI initiative for a“blind”interview process,but current setup in the Reader had the following issues:Contact/bio information is visible when you click the candidate name(hiding names altogether not an option)Faculty struggled with the c

5、oncept of“adding a file to your queue”Confused faculty were going to their recent history to access files that had moved on in the processAll above resulted in heavy lift for Admissions staff to continually support on interview daysPHYSICAL THERAPYProblem 2:Faculty require thorough review and tracki

6、ng of pre-requisite courses for interview qualification Current tracking mechanism in Webadmit unable to be exported cleanly to Slate Include the need to calculate and recalculate a pre-requisite GPA Needed to be able to track changes and compare calculated scoresBalancingData NeedsProblem 3:Faculty

7、 wanted up to the minute access to their incoming class data Faculty wanted opportunities to build relationships with incoming students Admissions needed all data stored within Slate,and the ability to track all of our retention efforts with candidates The SolutionONE PORTAL TO RULE THEM ALL!Strata

8、Information Group(SIG)is a higher education technology services firm partnering with enrollment and IT teams on implementations that not only support Slate,but also integrations with SIS,document export,consolidated instances,graduate implementation,and CAS integration.SIG has been in business for m

9、ore than 35 years serving over 600 clients with 180 employees and is the largest privately held IT Consulting Firm serving Higher Education.Slate Services Offered:CRM&SIS Integration,Slate Implementation,and Slate Support for Admissions,Current Student,and Alumni/Advancement instancesWhy a Portal an

10、d not a Workflow?Why a Portal and not a Workflow?System PerformanceReal time reaction using queries over rulesEase of use for Faculty and StaffAll in one and purpose drivenPre-requisite Review/TrackingViewing MaterialsSubmitting form in PortalInterview TabPost Interview File ReviewAfter blind interv

11、iews,committee member/reviewer gets full access to file materials(same view as Faculty Review)Includes ability to update chosen pre-requisite courses and recalculate scores in real timeProgram Directors ViewVertical Tabs for Different Funnel StagesSelected Student Program DirectorProgram Director In

12、teractionsThe BuildThe Build Pre-Requisites Application Scoped Entity Liquid Markup Looking to create custom table results Embed Pop-up forms to record/edit Pre-Requisites Transitioning from Reader to a Portal Material Popout Windows Embedded Review Forms Recruiting the Funnel Read-Only Data Emailin

13、g Logging InteractionsThe Build The Build Pre-Requisites Pre-Requisites Application Scoped EntityEntity Key “Unique for Merging”fieldPre-Requisite Type Course Data Institution,Course,Grade,Term TakenData Entry Type distinguishes the type of user that recorded the pre-requisite Application Scoped For

14、m Collects Pre-Requisite DataSemester Units and Quarter UnitsGenerate an entity keyMulti-purpose formThe Portal Build The Portal Build Displaying the Pre-Requisites Displaying the Pre-Requisites View Designed a table to display data via the course type Use Liquid Looping to show courses in the cours

15、e type row Use Hyperlinks that display pop-ups to create and update the entity rows Query Application Scoped Parameter:Param ID=Application GUID;Type=Unique Identified Dictionary Subquery Exports returns only entity rows with the same course type Method Designate an action in our method that control

16、s the View(NOTE:the method action needs to match the cmd parameter fed through the hyperlink on the initial tab)The Portal Build The Portal Build Displaying the Pre-Requisites Displaying the Pre-RequisitesLiquid Looping using Dictionary Subquery ExportDefines Course TypeThe Portal Build The Portal B

17、uild Creating the Pre-Requisite Entity Row Creating the Pre-Requisite Entity Row Slate Form Create a Confirmation Page(via Form Communications)with a script to auto reload the portal page.View Static Content Block with the Simple Embed URL(found on the Slate Form)Pass parameters from the portal into

18、 the form(e.g.,Application GUID,Data Entry Type)Query Application Scoped Parameter:Param ID=Application GUID;Type=Unique Identified Method Designate an action in our method that controls the View(NOTENOTE:the method action needs to match the cmd parameter fed through the hyperlink in the table)The P

19、ortal Build The Portal Build Updating the Pre-Requisite Entity Row Updating the Pre-Requisite Entity Row Slate Form Create a Confirmation Page(via Form Communications)with a script to auto reload the portal page.View Static Content Block with the Simple Embed URL(found on the Slate Form)Pass paramet

20、ers from the portal into the form(e.g.,Application GUID,Entity KeyEntity Key,Data Entry Type)Query Entity ScopedEntity Scoped Parameter:Param ID=Entity GUIDEntity GUID;Type=Unique Identified Method Designate an action in our method that controls the View(NOTENOTE:the method action needs to match the

21、 cmd parameter fed through the hyperlink in the table)The Portal Build The Portal Build Creating the Pre-Requisite Entity Row Creating the Pre-Requisite Entity RowThe Portal Build The Portal Build Updating the Pre-Requisite Entity Row Updating the Pre-Requisite Entity RowThe Portal Build-The Portal

22、Build-Material Popout WindowsMaterial Popout Windows View Displaying the materials using a data table Query Material Scoped Node:materials Parameter:Param ID=Application GUID;Type=Unique Identified Concatenated Subquery Export that generates the materials URL Method Designate an action in our method

23、 that controls the View(NOTENOTE:the method action needs to match the cmd parameter fed through the hyperlink in the table)The Portal Build-The Portal Build-Material Popout WindowsMaterial Popout WindowsThe Portal Build-The Portal Build-Embedded Review FormsEmbedded Review FormsRequirements Two-view

24、 window Ability to identify the Reviewer(form submitter)Ability to save work and return laterFinished Product Slate Form Application Scoped Export Key to hold Form Submitter View Wide and Narrow Column Row Layout Narrow Column:Liquid Mark-up with 3 scenarios:Scenario#1:User submitted completed revie

25、w form Scenario#2:User submitted incomplete review form Scenario#3:User has not submitted review form Query Application Scoped Parameter:Param ID=Application GUID;Type=Unique Identified Existence Subquery Exports to indicate a completed review form and an incomplete review form Existence query to identify the form response GUID of the review formThe Portal Build-The Portal Build-Recruiting the FunnelRecruiting the FunnelThe Portal Build-The Portal Build-Recruiting the FunnelRecruiting the FunnelThank you!Erin Michelerincapcom.eduSteven Vasquezstevenvapcom.eduBrian RKathryn L#SlateSummit