Tags and watch flags are two features that help users organize and manage their data more efficiently. They allow users to quickly find and track the information they need, and to stay informed about important updates in real-time.
Tags
Tags appear on the Dashboard tab of the Student Record and are designed to identify populations at a high-visibility level.
For example, setting the Test Record tag provides an easy way to identify sample records that were created to test your processes. Two tags are automatically included in each Slate instance:
- Opt Out
- Test Record
Best Practice
Tags provide a quick way to view or set high level information, but they should not be used in place of fields. Overpopulation of the Tags area makes these items less effective. Most institutions find that the Opt Out and Test Record tags are the only tags that they need.
Creating a Tag
- Select Database on the top navigation bar and select Tags.
- Select Insert.
- Enter the following configurations in the popup window:
- Status: Set the status to Active.
- ID: Create an ID that is all lowercase letters with no spaces (for example, "legacy").
- Name: This is the name of the tag that will appear on the Dashboard tab.
- Dataset: Leave the Dataset field blank.
- Warning: (optional) Enter a warning message that will appear when a tag is being administratively set or unset.
- Type: Select Scope of Person.
- Order: By default, tags appear in alphabetical order. Add an order to override this behavior.
- Show in Reader: Set to Active (this allows for tags to be visible when reading application.)
- Select Save.
Click the Slate Scholar Lightbulb in the top left corner for a complete listing of all setting descriptions.
Administrative Experience
Select Test Record to set the Test Record tag for any test records created earlier in Phase I. The tag can be cleared by selecting Test Record a second time. (The Opt Out tag is covered in the Deliver article.)
Watch Flags
A Watch Flag is a custom interaction that displays a yellow bar across the top of a person record, indicating an important message about the person. Watch flags, or Early Alert, is a powerful tool that can help various offices identify and respond to potential academic issues or concerns for their students.
Examples could include: Study Abroad, a child of a faculty member, Academic Integrity Violation, Early Alert or other high-level data that should be the first thing users know about the person. When added to a record, the watch flag persists above all tabs. Watch flags can also be added to dataset records.
Creating the Watch Flag Parent Interaction
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Select Database in the top navigation bar and select Activity & Interaction Codes.
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Select Insert.
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Enter the following interaction configurations in the dialog box:
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Status: Set the status to Active.
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Folder: Keep your codes organized by putting them in a folder. Select Other to create a new folder.
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Type: Select the type of interaction.
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Code: Use the code "FLAG."
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Parent Code: Leave blank
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Label: Set to Watch Flags
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Creating the Watch Flag Interaction
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Select Database in the top navigation bar and select Activity & Interaction Codes.
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Select Insert.
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Enter the following interaction configurations in the dialog box:
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Status: Set the status to Active.
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Folder: Keep your codes organized by putting them in a folder. Select Other to create a new folder.
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Type: Select the type of Interaction.
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Code: Use a unique code. For this example we are using "integrity"
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Parent Code: Set to Watch Flags (this is the parent watch flag you created in the previous step)
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Label: The label is the display name of the interaction.
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