What Does This Screenshot Do?
Slate Lingo
Where Do You
Find _____?
Find _____?
Profile Updates
How Do You Event?
Slate Superpowers
T or F
T or F
100
What does this icon do?
Put an event on a students timeline
100
What does RFI stand for?
Request for Information: the cards we give out at events or a form on the website.
100
Where can you find a student's last email received?
The students timeline
100
How do you change a student's email?
Profile tab, contact tab, edit email.
100
After a student registers, where can staff see the registration list?
On the students' timeline or under the event roster on the event tab.
100
True or False: Slate automatically saves every change you make.
False, you must click save.
200
What can you find here?
Students' overview of information and automatic scholarships
200
What is the Reader?
A person (or workflow) that reviews applications for admission.
200
Where do you find students' test scores in Slate?
Profile then scores
200
Who do you send updated transfer transcripts to after admisisons?
Records
200
A student calls and says they accidentally registered twice. What should you do?
Remove the duplicate registration and keep one active registration. Notify the events team if it's within a day of the event.
200
True or False: You can see every email sent to a student.
False, you can't see what other offices send to students.
300
What page is this screenshot from?
Test scores page
300
What is the origins on a students record?
Where the students' records originated from.
300
Where do you see automatic scholarships?
Application tab, then application details.
300
How do you add an interaction?
On the timeline tab, new interaction, code, etc.
300
A student says they never received their confirmation email. What should you check first?
Check their timeline tab. Verify their email address and confirm the registration was completed. Then notify Josie or Tatum
300
True or False: You can export Query results to Excel.
True
400
What action will happen after clicking this button? 
You will resend an email the student already received.
400
What is a Portal?
A portal is a website or landing page that pulls in data or information from Slate. Example: the admissions portal.
400
Where do you check NBO registration?
On the student's timeline, events registration list, admissions widget, and the events sign up on the right side of the student's profile tab.
400
What should you check before making profile updates?
Two of the following: full name, DOB, phone number, SSN, email, etc.
400
Why is event attendance important beyond knowing who showed up?
Attendance helps measure engagement, supports recruitment reporting, and can trigger future communications.
400
You can search for students by all of these: name, ID, email, cell phone
True
500
What does this icon do?
Allows you to email directly from Slate.
500
What is a Rule?
Logic that automatically updates records or triggers actions when conditions are met.
500
Where can you find a student's military status?
Person Details:
500
How do you know to merge duplicate records?
It will show on the student's dashboard then message Tatum or Josie - 
500
What should you do if a student didn't register but shows up anyway?
Get all their information and message tours and events to get added to the event
500
True or False: A student can have multiple correct applications?
True: they can have UG, Grad, and/or Nursing at the same time.