ABCDFGHIJKLMNOPQRSTUVWXYZ
2
Submitted BySubmitted DateWe need to remember ...
3
Jenni9/14/2023work w/fin aid to establish process to identify CLEAR/VERIFIED admit. Recommendations from CO:
1. csuci used the completion checkbox and service indicators (would need to query/verify, easy-ish)
2. csulb used fields in ext ed to reflect the admission was final and cleared
4
Sulaina9/14/2023Priority
• Spring Preview Registration
• Spring Preview PLUS Registration
• Note: There needs to be a way for people to sign up (it's on a first-come, first-serve basis) and submit the required documents. Then, those who are approved will need a registration form created and moved onto the registration form so we can mark those who attend (as in those who get picked up and are on the bus).
• Campus Tour - Calendar
• The attached PDF document outlines how we set up the available spaces display for our guided tour portal.
• I have looked into how the current calendar is set up, and it does not work how I would like it to.
• The main reason we set it up the way we did is due to how much easier it is for our guests to select dates and times to register for campus tours.
6
Sulaina9/14/23SLATE Duties:
• Me (Sulaina)
• Create events (campus tours, housing walk-throughs, Previews, etc.)
• Edit/Create Portals (Campus Visits, Preview PLUS info landing page [This is specifically for those accepted to the Preview PLUS program], Admissions Ambassadors, etc.)
• Communications (Ability to resend communications, access Delivery to review comms created, etc.)
• Create queries
• Edit Forms (I understand that I won't be able to do this now, but in the future)
• Student Assistants
• Register and check-in people for the events (campus tours, housing walk-throughs, Previews, etc.)
• Resend communications
• Enter SLATE interactions
• View students' SLATE information

These are the items that have come to mind right now. As we get more into SLATE, I might come across more.
7
Megan9/21/23Export the Encoura Enrollment Lens file to Encoura https://helpcenter.encoura.org/hc/en-us/article_attachments/16750599536909
8
Sulaina09/26/2023Add a "Require Spanish Translator" or some sort of question on the events form.
9
Sulaina 09/28/2023"No Show" follow up email
10
Billie10/11/2023Create a work management system for repeatable admissions cycle operations work to make all work visible and enhance collective expertise and knowledge opportunites to continously improve operational processes
11
Jenni10/20/2023multi-step linked withdrawal & accept forms, to allow for submission of intent (accept/decline) but then ask for reasons why to collect (but not hold up form submission)
12
Chelsea10/24/2023Online events via Slate (e.g. Application workshops, next steps presentations etc.) We need to build out the process of where these events live, where registrants get moved to afterwards (if anywhere) etc.
13
Chelsea10/24/2023Plan of getting current student data in Slate
14
Jenni11/2/2023missing items/residency!
15
Chelsea11/20/23PBLC opt in programs application- In the past this application was done in Slate via a form. This year they are wanting to send out one form where students (who aren't automatically in a PBLC) can rank their preference in PBLC. Would need to be ready by late January and Kat would need access. Ideally it is done in slate because we will then need to communicate with students according to which community they are in.
16
Chelsea11/20/23January Receptions events
17
Chelsea11/20/23Permissions note: When the conversations of permissions happen, Kristen and a couple other key Marcom people should have access to Slate. Kristen will need very similar Slate access to me. She wiill serve as a backup for sending communications
18
Jenni11/28/2023instagram - iframe, itar. need approval for third party. need to go through process, then we can get instragram to display within app status page
19
Jenni11/28/2023turn portal/status page into tables so we can add padding (marcom)
20
Jenni11/28/2023turn major into a link - to send to department. help them explore CURRENT major (not just other major possibilities)
21
Jenni11/28/2023for future PBLC content could be for applicants/undecided too (currently aiming for accepted or beyond)
22
Jenni11/30/2023for future, build out withdrawal form automation - but for now, hide that from portal. hide forms from students. aim for SPRING 2024 -
23
Jenni11/30/2023HS to-do list items - for future cycles, find a way to collect transcrpts if they graduated in past (not highest priority right now)
24
Chelsea12/11/2023Scholarship application link on Applicant Status page
25
Chelsea12/12/2023
Permissions note: The reason that tours aren't currently through Slate is because we need to figure out a permissioning structure that would allow students to check tours in, make confirmation calls, change reservations, follow up with guests after the tours etc.
26
Jenni, chelsea, Aolany12/14/2023more nuanced opt out handling for prospect/inquiries who are indecisive (one scenario: they were an inquiry, opted out, but raised hand again)
27
Jenni3/13/2024residency edge case - for "revised residency questionnaire" - for future will need a way for staff to submit on behalf of applicant via a link on applicant forms section.
28
Chelsea8/1/2024
Mainstay (Humbot) integration so Humbot texts are tracked on Slate and on students timeline and also bring data to mainstay https://support.admithub.com/hc/en-us/articles/360049600552-Mainstay-Sync-for-Slate
29
Chelsea8/1/2024Way to record paper Admit letter sent activity/interaction to track students who have recieved paper admit letters
30
Chelsea8/1/2024
Scoir integration with Slate to send messages to Scoir students (we are getting rid of our Scoir subscription and this is a free alternative) https://www.scoir.com/whats-new-in-scoir/for-colleges-message-scoir-students-from-slate
31
Chelsea8/1/2024StriveScan integration https://strivescan.helpscoutdocs.com/article/30-sftp
32
Chelsea8/1/2024Adjustments to letters--I would like to see them look more like they were on letter head when printed out etc.
33
Chelsea8/1/2024Deliver report/tracking query access for comms. (We have access to the reports but these don't always have the info we need.. e.g. student ID)
34
Chelsea9/10/24Waitlist information feed from Peoplesoft (right now we need to send those mailings manually)
35
Chelsea9/11/24Did we ever figure out the @humboldt.edu email situation?
36
Chelsea9/17/24Comms permissioning: Previewing emails by ID
37
Jenni1/11/2025Slate UG Workflow / A&R Request log - https://docs.google.com/spreadsheets/d/1nh3e_VN1feKRu7GFCiDFrqkFfIM7b65bL-MmnZjOOjU/edit?gid=0#gid=0 (request access if needed)
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102