The Rules Editor is an easy-to-use mechanism for creating and managing student record and application automation. Rules are always visible to Slate administrators and require no knowledge of SQL.
Resist the urge to immediately begin writing rules for every business process in your office! After developing a familiarity with Slate, processes and practices that may benefit from using the Rules Editor will become more apparent.
For processes that are being run repeatedly in your Slate instance, a rule can be configured to automate that function. For example, when repeatedly updating the Student Type field to the Freshman prompt based on the student’s entry term, creating a rule for that assignment would make strategic sense and create greater efficiency.
- Click Database in the top navigation bar and select Rules Editor.
- Click New Rule.
- Enter the following Rules configurations in the pop-up window:
- Name - Give the rule a name that will clearly define what that rule is doing.
- Base - Select the population which should be impacted by the rule.
- Type - Select the appropriate type of rule.
- Trigger - Select the trigger to denote when the rule will run. Most Prospect/Person and Application rules require a trigger type selection.
- Folder - Put the rule in a named folder. Start developing a folder strategy early on.
- Exclusivity Group - Use Exclusivity Groups to bundle a set of rules together and prioritize rules to run in a particular order. See the next few pages for more instruction on using Exclusivity Groups and Priority.
- Non-deterministic - Select Rule is deterministic and has an exclusive priority when an exclusivity group exists.
- Priority - Prioritize rules to run in a particular order.
- Status - Set the Status to Inactive.