1、Unleashing the Power of DatasetsChris BrowningHuman Capital Research CorporationCheri McEnteeSyracuse UniversityDaniel PerkinsUniversity of KansasSlate Innovation SummitJune 1,2023Unleashing the Power of DatasetsOverviewIntroductionsClosing Deposits by Major at Syracuse The AAF Deposit Management Po

2、rtalManaging 400+Graduate Program at KUCentralized Program Management DatasetIntroductionsChris BrowningExecutive Director,Slate ServicesCheri McEnteeDirector,Syracuse UniversityDan PerkinsDirector,University of Kansas14,806 FT Undergraduates10 Colleges4829 FT GraduateCollege Of Professional Studies

3、472 FT Law Syracuse UniversityPeopleSoft CS,HR and FINUndergraduate InstanceUndergraduate OnlyGraduate InstanceGraduateCollege of Professional StudiesEnglish Language InstituteInclusive USummer college Syracuse University EnvironmentsContract signed in 2019Pandemic interruption to training with Slat

4、eNo implementation partnerLost of key staff between 2020 and 2022Did not keep it simpleConsultants hired Rework of some of the base structure Slate Implementation JourneyUGRDFirst full application cycle in SlateRevisionsGRADMostly used for recruitmentWorkflow for portfolio reviewApplication cycle in

5、 PS with flow to SlateStarting to build out full Grad application cycle Current Slate StateMay 1 DeadlineNeeded to be able to Close by:Program and all plansOnly specific plansProgram by student typePlan by student typeTerm specificIssuesCould not do aheadNot clear communication on what to close Open

6、 and Closing of Programs/PlansOverrides:Allow student in a closed program or plan to acceptSpecial deadline to acceptIssuesDeferred studentsUnable to do a batch of studentsUnable to use existing coding to apply extension Overrides The Slate Solution The Slate Tools UsedDataset(All Majors)Entity(Term

7、/Program/Plan(Major)/Student Type)Portal Configurable Joins The Major Dataset The Open/Close EntityEach row is the most granular needed to open/close a program to deposits TermProgram(majors can live in multiple programs)Student TypeClose Date Creating the Relationship Putting the Pieces TogetherThe

8、 AAF(Deposit/Intent to Enroll Form)Add Access conditionsFilter to match student characteristics(term,type,etc.)to data/entity data and the closing date of the majorConfigurable joins makes it happen!Putting the Pieces TogetherThe portal build allows for a custom design and functionality to allow adm

9、ission users to easily accomplish their task.Portal FeaturesPortal interface allows for:FilteringSelect boxes(select all)Apply dates to multiple majors at onceSave All Functionality GainedMore Granular Control of Open/CloseAbility to Schedule in Advance(no more waiting up for 11:59pm in PeopleSoft)E

10、asier to navigate user interfaceLawrence,Kansas19,241 Undergraduates7,467 Graduates347,681 active alumniMascot:Jayhawk University of KansasPeopleSoft and SlateTwo Slate InstancesUndergraduateLaunched May 2019No implementation partner(lesson learned!)GraduateLaunched August 2021Includes KU Medical Ce

11、nterHired an implementation partner(much better!)KU Recruitment&Enrollment SystemsUndergraduate SlateRecruitment/Events since May 2019Slate Application since July 2021Orientation since Oct 2022Common App integration in July 2023Intl Agent Portal coming in 2023Graduate SlateSlate Application since Au

12、g 2021Jayhawk Global Portal in Aug 2022Program Dataset in 2022Workflow for App Cycle Updates in 2023 KU State of SlateThe situationVery decentralized graduate admissions division with 75 departments450 programs plus 300 subplans all with different open dates,priority deadlines and final deadlines th

13、roughout the yearRequired a ridiculous amount of prompt conditions with OR statements to handle all of the dates for all of our programsNo way to communicate to students the deadlines for our programsThe solutionCustom Dataset How do you manage 450 grad programs?Program Dataset Dashboard Program Dat

14、aset Details Tab Program Dataset Requirements Tab Program Dataset Terms Tab Program Dataset Application Program Dataset Application Program Dataset Application Program Dataset Portal Program Dataset The MechanicsConfigurable joins used to link the dataset record to the program the student selects at

15、 both the inquiry and application level Program Dataset The MechanicsConfigurable joins used to link the dataset terms entity to the term the student selects at both the inquiry and application level as well as the dataset to the program record Program Dataset The MechanicsPrompt logic for controlli

16、ng deadlines and visibility of terms is simplified to one subquery filter per prompt Program Dataset Management Portal Self-service portal allows program coordinators to submit updates to change data on the dataset,including deadlines and deadline extensions for the programs they run.Removes the nee

17、d for central Slate captains to have to perform these updatesProgram Coordinators see a full list of their programs Program Dataset The Future Further area(s)of expansion:Manage Reader queues and workflow from dataset and portalControl application-specific questions or prompts from datasetControl deposit requirements or amountsAnd much moreQuestions?Chris Browning(HCRC):Cheri McEntee(Syracuse University):camcentesyr.eduDan Perkins(University of Kansas):danperkinsku.edu#SlateSummit