Room 209_Friday_Slate Hosted Hosts_10AM_May23_VIDEO.ppsx

1、Slate-Hosted HostsBree PurtellEnrollmentFUELAddison PoteetColumbus College of Art&DesignKatie JordanEnrollmentFUELSlate-Hosted HostsSlate-Hosted HostsenrollmentFUEL,CCADBree PurtellBree PurtellSlate NinjaRaleigh,NCWork full time for a small private liberal arts collegeHiking,puzzling,live musicEnrol

2、lment Management CRM AdministratorColumbus,OhioCooking,movies,long walks on the beach,etc.Addison PoteetAddison Poteetccad.educcadeduKatie JordanKatie JordanSlate NinjaMeadville,PAFiber arts,Stardew Valley,and stage manager for local community theatreccad.educcadeduColumbus College of Art and Design

3、Columbus College of Art and DesignNon-profit art&design school1,000+studentsLocated in Columbus,OhioSlate school since 2019 enrollmentFUEL enrollmentFUELTeaching-learning organizationCreating a better way for higher education institutions to get results through innovative approaches to all aspects o

4、f Student Search and enrollment coachingSlate Platinum Partner Todays Goals Todays GoalsBuild the Student Ambassador DatasetBuild the PortalCCAD Use CaseHosted HostsNext-Level ImprovementsLessons Learned Why?Why?A student tour guide portal can increase A student tour guide portal can increase effici

5、ency for your office staff and students!efficiency for your office staff and students!Tour Guide ManagementSave time for Admissions StaffCreate a convenient one-stop shop for your student workersCustom Dataset andCustom Dataset and Portal Build Portal Build Student Ambassador Dataset Student Ambassa

6、dor DatasetCreate a Custom DatasetAdd Fields&FormsBuild PortalTest!Test again!Step#1DatasetStep#1Dataset Student Ambassador Dataset Student Ambassador DatasetDatabase DatasetsSelect InsertGive it a unique nameCreate or save to a folderDatasetDatasetStep#2Fields&FormsStep#2Fields&FormsFieldsFieldsDat

7、abase FieldsSelect New FieldCreate your dataset fieldsUse unique keysdont duplicate keys from the standard listCreate one field as a unique identifierUse folders to stay organized!FieldsFieldsFieldsUnique IdentifierFieldsUnique IdentifierFormsFormsForms New FormScope Dataset,then select your Dataset

8、 NameFormsFormsAdd and map your newly created fieldsHidden field for display name calculationHidden field for record key creationRecord Creation FormRecord Creation FormRecords&DashboardRecords&DashboardUse a system query to create a custom dashboardUse a form tab to create a custom record viewPermi

9、ssionsSearch Function PermissionsSearch Function Step#3PortalStep#3PortalPortalPortalSuitcase in portal from Slate Knowledge BaseComes pre-built with queries,methods,and viewsIf you need to rebuild or reconnect some queries,refer to the documentation!Work with your Slate Captains/Marketing to custom

10、ize brandingPortalSet Up QueryPortalSet Up QueryPortalSet Up ViewPortalSet Up ViewPortalViewPortalViewConnection Back to EventsConnection Back to Eventsccad.educcadeduCCAD Use CasesCCAD Use Casesccad.educcadeduGlued to the events calendarArchaic method can result in:Scheduling conflicts Office cover

11、age confusion Added stress on staff Information overloadCurrent Portal UsesScheduling NightmareScheduling Nightmareccad.educcadeduIncreased SA Engagement&ResponsibilityIncreased EfficiencyLocalized SA/Tour InformationCurrent Portal UsesStudent Ambassador HubStudent Ambassador Hubccad.educcadeduSigni

12、ng up for tours is a breeze!Student Ambassador ResourcesTraining DocsGuidebooksRequired formsCurrent Portal UsesScheduling Scheduling ORccad.educcadeduKeep contact information currentAnnouncements keep our SAs informed and provide transparencyCurrent Portal UsesUp-to-Date InformationUp-to-Date Infor

13、mationccad.educcadeduSupervisor contact information is readily availableProvide clear instructions on how to navigate the portal Current Portal UsesClear CommunicationClear Communicationccad.educcadeduAccess to attendees record to follow up with postcards/video messageStudent Handbook Agreement Futu

14、re Portal UsesRequired/optional training Session(s)Additional uses for your institution?Future UsesFuture UsesCustom DatasetCustom Dataset(Katies Version)(Katies Version)Inspiration forInspiration forTalking About HostsTalking About HostsI got a request from a client who then lost the budget for ove

15、rnight events(#thankscovid)My passion is taking tools I know and reusing themI will share all slides at the end,so please dont worry about taking notesInspiration forInspiration forTalking About HostsTalking About HostsWhen the proposal was accepted,the only constraint was my imaginationPros:A deep

16、dive into the possibilities of SlateCons:While this build works and works well,it may be a lot for day-to-day operationsWhere to Go NextWhere to Go NextStart with all of the samesteps as Bree and CCADCreate a Custom DatasetAdd Fields&FormsBuild PortalBut also.Create a Custom EntityEmbed a datasetrow

17、 queryA cool surprise outsideof Slate!PromptsPromptsPrompt lists are useful across custom datasets and entities,which may mean that you need relatively few when buildingDatasets and FieldsDatasets and FieldsHost Creation FormHost Creation FormThis will be important later!Host Custom TabHost Custom T

18、abCustom Dataset andCustom Dataset andEntityEntity(Katies Version)(Katies Version)What is an entity?What is an entity?A highly customizable data table intended to store one-to-many relationships in SlateCommon examples include scholarships and class schedules Why an entity?Why an entity?They are coo

19、lSlate can host pieces of data in many different waysMy inspiration was the Slate custom course dataset and entity from the Student Success ShowcaseIf you dont use showcases for inspiration,youre missing out on great builds!Entity CreationEntity CreationSimilar to Datasets!Entity Creation&FieldsEnti

20、ty Creation&FieldsEntity vs.Dataset FieldsEntity vs.Dataset FieldsThe important guiding question that I use is,“Does this piece of information relate to the visiting student or the host?”Is it true of the host regardless of the visit?Or in a more common Custom Course example:Is it related to the cla

21、ss itself or to the student taking the class?Entity WidgetEntity WidgetCustom entity fields need to live on a custom entity widgetThen place the widget into a person-scoped form“Katie,why is Host Name on there twice?”Entity WidgetEntity Widget“Katie,why is Host Name on there twice?”I use it to popul

22、ate the Host Dataset Row Key as well as the Host Record GUID.This is the magic link between the Dataset and Entity!The relevant Knowledge Base article and several others are at the end of this documentEntity WidgetEntity WidgetEntity WidgetEntity WidgetYou need to use Custom Exports under Edit Prope

23、rties for the widget to show properly within the Person-scoped tabEntity WidgetEntity WidgetBack to the Dataset!Back to the Dataset!Embedded Dataset Row QueryEmbedded Dataset Row QueryEmbedded Dataset Row QueryEmbedded Dataset Row QueryThere is also a great Knowledge Base article for thisA more comm

24、on example might be having a list of students on an organization dashboardCustom Dataset andCustom Dataset andEntity and PortalEntity and Portal(Katies Version)(Katies Version)A portal!A portal!The Back EndThe Back EndPortal Tab 1Portal Tab 1Portal Tab 2Portal Tab 2Portal Tab 3Portal Tab 3Portal Tab

25、 4Portal Tab 4The Cool(est)PartThe Cool(est)PartThe Host Dataset Row Key works both ways!The Cool(est)PartThe Cool(est)PartThe Cool(est)PartThe Cool(est)PartBeyond SlateBeyond Slate(Dereks Version)(Dereks Version)This is My HusbandThis is My HusbandWeve been married for three years this monthHes ext

26、remely familiar with Slate for someone who has never touched itReally great guyHe works in IT!Remember a long time ago,I said something would be important?Using Excel(lent Formulas)Using Excel(lent Formulas)Automatically suggest matches between students and hosts based on gender,major,and top intere

27、stUsing Excel(lent Formulas)Using Excel(lent Formulas)Export list of current students willing to host from dataset(or just use the creation form base!)Using Excel(lent Formulas)Using Excel(lent Formulas)Export list of prospective students interested in attending an overnight(or just use the event fo

28、rm base!)Using Excel(lent Formulas)Using Excel(lent Formulas)Tell Excel all of your information for matchingUsing Excel(lent Formulas)Using Excel(lent Formulas)Excel suggests matches!Using Excel(lent Formulas)Using Excel(lent Formulas)Using Excel(lent Formulas)Using Excel(lent Formulas)Consideration

29、s for using this in your instance:how do you gather information about interests and what genders are you tracking?Using Excel(lent Formulas)Using Excel(lent Formulas)This is not a Suitcase,but I will send the original Excel document with the tabs and formulas to anyone who asksTo be transparent,I ca

30、nnot answer questions about the formula or how to modify itThis is a wishlist item that I had years ago when matching students and its intended to help with,not replace,individual processesWrapping UpWrapping UpThinking Outside the DocsThinking Outside the DocsOther ConsiderationsStaff review and ma

31、nagementManual process to reassign or change tour guidesReminder messages and communication with studentsPosting announcements Future DirectionsFuture DirectionsQueries/Reports for host statisticsEnhance communications between hosts and studentsmessages go straight to timeline,prospective students can contact host firstSlate ResourcesSlate ResourcesCreate a Custom DatasetTour Guide PortalRelated Dataset Row FieldsEmbedded Dataset Row QueriesDataset Portal Access Follow-Up Follow-UpKatie JordanKatie J Questions?Questions?Bree PurtellBree PurtellAddison PoteetAddison P#SlateSummit