Create a Test Record

The Person Record is where an individual's data is stored and displayed. This includes their status, biographical and contact information, a timeline of interactions, application materials, academic, scores, interests, and much more. 

Create a Test Record
  1. Click Lookup in the top navigation bar.
  2. Click New Person.
  3. Enter the following User configurations in the next window:
      • Email - Give the test record an email address that is accessible.
      • First Name - It is a good practice to append the word TEST to the first and last name so this record is easily identified as a test record.
      • Last Name - It is a good practice to append the word TEST to the first and last name so this record is easily identified as a test record.
      • Birthdate - Provide a birthdate that is in the past (no unborn records may exist in Slate).
      • Click Create, and a student record will be created in Slate.

    Record

  • Status and ID - Records that are not manually assigned a status will display “Status.” The 9-digit Slate ID is automatically generated by Slate when a record is created.
  • Student Record Tabs - Specific details about a person will be organized on these tabs.
  • Student Record Data Details - Clicking on a tab will display particular details about the record. As fields, interactions, and other record details are added, that information will also appear in this area.
  • Tags - Set the 'Test Record' tag.

A high-level summary of the person record is displayed on the Dashboard tab. Interactions associated with the person record will display on the Timeline tab.

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