Stage 3: Build the Record and Process Architecture

Once the initial import complete, the process to customize the look and feel of record pages can commence. 

Designing the Records

  • Custom tabs can be created to store custom fields for person or dataset records and can be displayed based on user permissions.
  • Tags can be created to quickly identify populations of records at a high-visibility level.  Watch flags can be utilized for high-alert types of information and insight.  Tasks can be created based on the addition of a tag or a watch flag, which can then be assigned to a user to take some sort of administrative action.
    • Example:  A watch flag of "homesick" added to a student record can trigger an assigned task for an advisor to check in.
  • Entities can be created and used to capture grouped information (such as class schedule, scholarships, involvements, etc.) and display as multiple rows of data on a single tab.


  • Dashboards can be created in order to display high-level information about the record at a quick glance. Custom dashboards can be customized on the Dashboard tab.


  • Slate standard elements will appear within the standard tabs. These elements include interaction information, contact/address information, education histories, job histories, and any materials associated with each record. Standard fields and prompts can be customized to suit the unique needs of each institution. 

Designing the Process Objects

Once the record architecture is built, key business functions can then be designed.  These include the following:

  • Event and scheduler templates (and their associated communications) can be created in advance of their individual use by staff, allowing for straightforward building of individual events. 
  • Email templates can be created to streamline message format and consistency.
  • Forms that will be regularly used and submitted by students and/or users can be created.


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