Cycle Prep Status Page

A Cycle Prep status page displays for all institutions who have gone through the Slate implementation process and have released decisions, or who otherwise have completed an admissions cycle within Slate. The Cycle Prep status page provides a robust list of recommended tasks and allows you to manage, edit and add items according to your institutional needs.

How to Access the Cycle Prep Status Page

To access your Cycle Prep status page:

  1. Select Database from the top navigation.
  2. Under Support Resources, select Service Desk.
  3. Select Service Desk Requests.
  4. Select Cycle Prep Status Page.

    Cycle_Prep_Status_Page.png

       

The Cycle Prep status page can be accessed at any time.

Who Can Access the Cycle Prep Status Page?

Only Slate users with the permissions Submit requests to Service Desk, Service Desk Requests, or Administrator (All Access) can access the Cycle Prep status page from the link on the Service Desk Request landing page in Slate.

Checklist Items
Using Standard Checklist Items

Portals are initially populated with a standard set of checklist items. These items can be customized with due dates and checklist item recurrence to meet your needs over time.

Each checklist item contains three tabs:

Details Notes Documentation

Details: Edit due date or recurrence months. Each standard recurring task is defaulted to a July 1 due date and will recur automatically in July of each year.

  How do checklist items become due again?

Each time a recurring checklist item is marked as complete, the item will automatically regenerate for the next cycle based on the month chosen on the Recurrence tab.

Important!

To ensure they repeat each year, the recurrence month must be set on standard recurring checklist items. Your Cycle Prep status page is evergreen: changes you make to your custom checklist items will persist year-over-year and will be available to you year-round. Technolutions will not automatically reset any of the changes you’ve made or update your list of checklist items.

List of All Standard Checklist Items

Portals are populated with a standard set of recommended checklist items. Below is an inventory of these items. Any updates are entirely up to the partner institution to manage.

All Databases Admissions Advancement Student Success
Type Description Category
Recurring Task Remove batches from Batch Acquire as necessary Batch Acquire and Document Imports
Recurring Task Review integration with other systems, including Student Information System Data Exports
Recurring Task Review any scheduled queries or reports for annual updates Data Exports
Recurring Task Review and update source format mappings Data Import
Recurring Task Review and update custom datasets as necessary Datasets
Recurring Task Review and update Organization Dataset Datasets
Recurring Task Review snippets, translation codes, liquid markup throughout Slate including Deliver Deliver
Recurring Task Review Deliver configuration and purchase credits or provision additional phone lines as necessary Deliver
One-time Task Confirm that DKIM configuration is enabled and validated Deliver
Recurring Task Review Deliver mailings and roll over population-based campaigns for the new cycle Deliver
Recurring Task Review and update event templates as necessary, and create upcoming events Events
Recurring Task Use Slate auditing tools to update, inactivate, or archive current resources General
Recurring Task Review rules using the Check Rules and Rules Health tools General
Recurring Task Review and update configuration keys as necessary General
One-time Task Migrate to form-based custom tabs to display custom fields General
Recurring Task Review and update entities General
Recurring Task Update your Slate institution profile via the tab above General
Recurring Task Review and update forms, copying and archiving previous forms as necessary General Form Building
One-time Task Migrate custom population-aware query bases  to Configurable Joins General Querying
One-time Task Migrate SQL-based integration queries to Configurable Joins  General Querying
Recurring Task Review incoming emails in the Gateway Inbox and review process with users as necessary Inbox
Recurring Task Review and update Origin Sources as necessary Origin Sources
Recurring Task Review current payment integration Payment Integrations - External Payment Processor
Recurring Task Review current Slate payments configuration Payment Integrations - Slate Payments
Recurring Task Review Slate access and security for all active users Permissions, Roles, and Realms
Recurring Task Review users with exclusive permissions, such as Security Administrator and Submit requests to Service Desk Permissions, Roles, and Realms
One-time Task Consider recommending multi-factor authentication for all users Permissions, Roles, and Realms
Recurring Task Review and update population rules as used in permissions and/or drip marketing campaigns Person Records
Recurring Task Review staff assignment rules Person Records
One-time Task Consider replacing previous event landing pages with new Event Portals functionality Portals
Recurring Task Review and update portals as necessary Portals
Recurring Task Review retention policies: create, schedule, and execute them as needed Retention Policies
Using Custom Checklist Items

You may determine that there are additional annual or periodic maintenance tasks associated with Cycle Prep that you wish to document on your portal. Create a custom checklist item to include this in your database maintenance. 

To create a custom checklist item:

  1. Select New Checklist Item.
  2. Enter the follow configurations:
    • Details tab:
      • Description
      • Category
      • For one-time tasks: Enter a Due Date
      • For recurring tasks: Check Make task recurring, then select the months in which you want this task to come due
  3. Notes tab: Add any notes for your team about this checklist item.
Meet Your Service Team

Service Teams are each dedicated to a cohort of partner institutions. Your Service Team provides consistent support rooted in broad knowledge of Slate functionality. They’re your first point of contact when you reach out through the Service Desk, and over time their familiarity with your organization’s processes will help them provide more tailored service. Each Service Team includes the following members:

  • Each institution is assigned a Client Success Manager to assist with an implementation. Client Success Managers will hold regular calls with the Slate Captains and act as a guide through the implementation process. They are also available for an annual cycle prep call.
  • Client Support Engineers are Slate subject matter experts. When you submit a Service Request, they’re the first to respond. They’re also happy to tackle more complex projects with you via a Focused Call Request. Client Support Engineers work closely with your Client Success Manager to understand your process, and they meet frequently to holistically evaluate all open requests from your organization.
  • An Assistant Director leads your Service Team. They ensure that you receive timely and effective support, and that you continue to be set up for Slate success.
Was this article helpful?
1 out of 2 found this helpful