Slate Spotlight: Using the New Cycle Prep Status Page

On the road.

Looking.

Wait, wait.

On the road again.

Going places.

Alright, well thank you Willie Nelson for that intro. Great way for us to get started here. This morning we've got a lot of familiar faces joining us, so we'll just vamp here for another 30 seconds or so while we wait for some more folks to jump in.

That was kind of fun, Peter, right? I felt like I almost wanted to get up and start clapping.

It was very hard for me to not stand up and start singing along and dancing, yes.

And I and I I love that song. I think it is totally appropriate, as some of you may be starting to think about actually heading back out on the road again this fall. How exciting is that? But I also love this song because it's also about what we're talking about today. It's about psycho crap. It's about here. We are back in implementation mode again, feel like every year we kind of get back into implementation mode instead of the daily use of slate. So we're here to talk to you about that and excited to do.

Exactly getting back on the road of Psycho Prep, keeping an eye on our database, making some changes for the upcoming year. Always a good idea. Well, I hope every if anybody is joining us from.

The previous session. Get your moneys worth measuring. The effectiveness of marketing campaigns in slate. This is your double header feature for slate stage today. So welcome to anyone who's jumping from that session to this one and will make sure that we keep it to an hour so that you can definitely get on your way this afternoon. And yeah, it's about four or five after Peter, so why don't we go ahead and dive right in? Got my slide up here so official officially welcoming everyone to two hours sleep.

Stage Sleep spotlight session. Today using the cycle prep status page, my name is Trevor Johnson. I'm the director of service at technicians. Super excited to welcome you all here. Today I'm joined by Peter my my colleague Peter McKay who will be introducing himself and just just a minute.

Before we dive in just a few quick housekeeping notes, this webinar is being recorded, and in addition to it being available through your sort of standard slate stage pass portal, it will also be linked within our slate documentation, because cycle prep is something that all you know all institutions using slate really need to be able to take advantage of. This webinar will be become a part of the documentation that that we've got linked there, which is, which is great. You can enable closed captioning or turn on and off the chat, or maximize the window using some of the tools in the upper right hand corner of your screen there.

If you experience any issues with the audio or the video, just go ahead and refresh your browser and that should take care of that. Definitely post your questions in the chat as we're going along. We're probably going to keep this to about 2530 minutes or so for our part of the presentation and demonstration, but then we'll definitely dive into the questions that that you guys have and happy to sort of take those as they as they come. So just put those in the chat as we go and will circle back to those in the second half of the presentation, and I think that's that's it for my housekeeping so.

Turn it over to Peter.

Thank you very much, Trevor. As Trevor said, I am Peter McKay and I am going to take us to our next slide here to give us started off on Psycho Prep. I was a former slave captain and a former life. In fact, if some of my former colleagues are on the call today, excited to see some of those folks. So I have been in your shoes. I have done cycle prep.

I'm excited now to help you figure out. First of all, what cycle prep is and then how to do it, especially with the new tools that we are showcasing today.

So they say if it ain't broke, don't fix it. Well, besides being grammatically questionable, I'm not sure if that really is true when it comes to slate. You're always adding new records into your slate. Rules are being added and you really rely on your slate every day for so many different things. And together we're going to make sure that it stays that way. So let's define what cycle prep is. First of all, I know that there are a lot of newly implemented schools who are just on the call today, and I've certainly had lots of conversations with some of my partners who have.

Moved into the cycle prep phase over the past number of weeks or months, so we're excited to have you here for the first time trying to figure out what cycle prep is and if you've just completed another successful year in Slate. Congratulations on that. But in order to prepare for the next cycle, I'd like to start by looking backwards to the year that we just completed the year. That was 2020, the year. That was what well for you this year. What worked for you? What were you excited about in Slate?

I think it's really important to think back on those positive things that worked well in Slate, and if this is not just for those newly implementing schools, this is for those schools that have been on slate for years and years. Why was this year a great slate year? Inevitably along the way, there were some things that you probably could have done better. Surely there may be some stumbling blocks and and and we'd love to help you understand how to make your slate even better for this upcoming cycle cycle. Properly use like a spring cleaning for your slate. I really like to look at it that way. You know, pulling out the fridge, cleaning behind the fridge, doing that.

That real deep cleaning and for those schools have been on cycle prep for a few years. Maybe some of those things that you haven't done in a few years. It's time to officially get rid of those triggers and get rid of that custom SQL. And if you don't know what those things are, that's totally fine. It means that they probably don't exist in your database, and there are some things that have been deprecated for awhile, so let's get. Let's get going on. The greatest, the latest and greatest stuff in slate.

As some of you were implementing.

You probably probably had some kind of winter work arounds. Maybe some of those things that you know just kind of make it work. If you were on Project Runway, Tim Gunn would be saying this is a make it work moment right? And we know that a lot of slate is really about understanding how slate works and how your process works and then how the two of those things go together and so now it's time to really replace those those winter work around so that your slate becomes perennial and you can use it again and again year after year and cycle properly is really is the way to make that happen.

You may have heard some of us at tech Aleutians like to use a metaphor about implementing slate is like building a house. So here you have this beautiful house that you have all built. Congratulations, it looks lovely. You have to have that foundation before you add those granite countertops. That's the thing that we've probably you probably heard to say before now. It start. It's it's thinking about making sure that your slate is as efficient as and as effective as possible. You're in your sleep every day. Now you know your process really well. You also now know Slate really well.

So how can you continue to incorporate those things? And really, really make that house that house shine for you again before adding on new things? Though, we need to make sure that that foundation of your slate is strong, right? Those fields, those prompts, those forms, those things that are that are deep down in your slate that you may have created at the very beginning. We need to make sure that those things are still in fully functioning for man that you are then positioning yourself to add those granite countertops, and maybe even adding some some turrets or something like that onto your onto your slates.

There are a lot of things that we are going to recommend on your cycle prep list for this year, and Trevor is going to go through some of those in just a few minutes here on the news cycle prep status page. Some things that we're going to remind you about how to keep your slate in tip top shape. When I was just like Captain, I had a list item cycle prep list that I kept for myself. Things that I wanted to remind myself to do a year from now. Well, for for all of you, it really is a year from then and you probably had a list, something like that. Something like that. Some things you wanted to.

Upkeep and change during cycle Prep and now is that time, so it's time to pull that list out. Again, incorporate your ideas into the suggestions that we are going to make to really make sure that your slate is is really coming along. Your new checklist is going to have 30 or 40 items on it, depending on how you're using slate, so it really is a partnership between you and us to make sure that your slate continues to home alone. One thing to think about is when you do your cycle prep, there's not necessarily a perfect time to do cycle prep. A lot of our clients do it in the summer time simply because that is the time when they are receiving the fewest number of applications.

Or at least before the new application period opens. However, if you are an alumni office or something like that, maybe leading up to Homecoming is is not the best time to do cycle prep. So let's think about when that time might be. So we're here to help you determine how and when to embark on your journey of cycle prep, especially if this is your first time. So Trevor is going to lead us through what that new cycle prep status page looks like.

Alright thanks Peter.

Moving right along here, so I'll just talk a little bit about some of the changes for this year and then we'll dive in and take a look at that Psycho Prep status page, which is live for everyone now, so maybe some of you have had a chance to go in and take a look at it and explore a little bit, but we'll do a little bit of a guided tour and talk through some of the the cool new changes and features that you can take advantage of to help make your process even even better this year. And it's and it's ever been so, so the big changes this year are that we've really changed and added a lot of new standard checklist items.

So as Peter mentioned, there could be anywhere from 30 to 40 standard checklist items that have been pre populated in your cycle prep status page which are really based on the characteristics of your database. So there's some standard items that apply to everyone. But then we've gone ahead and added some custom items based on whether you're using slate for admissions, like for advancement, slate for student success, and we've also added some items that are based on how much functionality you might actually be using within the database, so we'll see that there's an item, for example recommending updating or checking your use of entities.

That doesn't exist on your status page. If you don't have any entities in your database. But if you do, we were able to automatically sort of detect that and have that checklist item be added, which is, which is pretty cool. So definitely a robust list of standard checklist items this year for the first time, which is pretty cool. You can also customize those checklist items or add your own new ones, so this is. This is a very new feature this year where you can actually add your own custom checklist items to that cycle prep status page. We know every institution as you're doing your annual cycle prep process.

You know you typically have that checklist for your own office or your own processes that are, you know, slate related or not slate related, and so this is an opportunity for you to maybe bring some of those into slate to sort of have more in one place if it would make your life easier and also to add some of those checklist items that might be related to you know, custom reports or custom queries or other sort of custom processes that are specific to your database that you really want to sort of put top of mind for your team, but that we might not have known how to. How to add that for you in a standardized way. It wouldn't really make sense so.

You can really go go to town with those custom checklist items.

You can also adjust the recurrence of those standard as well as custom checklist items will take a look at that, so not only can things reoccur once per year, but they can recur multiple times per year if that if that makes sense for you, and crucially, any changes that you make to this will actually carry forward into into future years. So historically we would sort of reset the cycle prep status page in May of every year with the standard checklist item of about 10 items or so in the past, but because of the new functionality that we've rolled out to do this, anything that you customize or change.

Really becomes perennial, so it's something that you can build on year over year and we certainly may, you know, introduce an ability to add new standard items based on things you're using. You know, so it's definitely a platform that can continue to sort of grow in those ways if we need it too, but but this allows you to sort of not have to redo that custom work every year. You can sort of build on it, change it, you know, just like you use late, you know, grow and build each year the cycle prep status pages for stay with you, and those changes that you've made, which is pretty cool so.

Let's go ahead and dive in and take a look at what this looks like.

So we're going to navigate to get to our cycle prep status page. The quickest way to get there is go to the same place where you go to submit a service desk request. So if you're one of the captains on your team who's submitting service requests will be a little cycle prep status page, link there on that page which you access via database service desk and then that service Desk request area. When you click on that cycle prep status page, you will be taken to a status page. It looks a lot like this so if you haven't seen it this is this is what it looks like with the.

Changes that we rolled out this year and then we'll go ahead and dive in and actually take a look.

Alright.

So I need to share my screen with you.

So let's get that going.

Alright.

So here we are.

In our database and we're going to go ahead and jump over to the database icon, scroll on down to support resources.

Service desk will see here under service desk requests.

And you would see Psycho Prep status page in your database and I see that somebody asked a question. What if we don't, we will circle back to that in a minute, but if you were to see cycle prep status page, you would click on that and you would be taken to a status page that looks a lot like this.

The folks who have access to the status page are folks who have access to that service desk permissions page, so administrators service desk. Those who can submit service requests and those who can access service request. So it's not just limited to three, like captains or three folks who are submitting service requests for your database. You can definitely make it available to more folks if need be, so let's navigate around here a little bit. So here's our new checklist items list and we can see that we've got a lot of items for sale at University that we haven't taken a look at yet.

But that's OK because cycle prep just went live. A popular one that we might click on for for an admissions related database might be creating new application rounds for the upcoming cycle. So if you use late for more than one year, this is probably a familiar task for you. That idea we need to create new rounds in new application periods for our second third cycles and beyond. If you're moving in your second year, this is definitely an important consideration to keep top of mind. The ability to create those new rounds and new periods. Whether you're rolling admission or you know.

More deadline focused admission process will allow you to sort of efficiently archive your applications and sort of keep track of your year over year reporting in a clean way. So if we click on that checklist item.

Not only will we see the standard description can be changed, which is great. You can also customize the category. We've defaulted these standard checklist items to recur once a year with the July July due date, so you can come in and change this if you want. You can you can alter when that recurrence is based on your preferences or process. You can add custom notes for your team here that will be saved and we've also surfaced this within the Documentation tab for standard checklist items.

Convenient links to the documentation to help you dive a little bit deeper into what those particular items might be so that you have the opportunity to to take a little bit of a closer look. So, for example, if we wanted to take a look at our annual period around maintenance article.

We could dive over there.

Take a look at that.

And we can see what some of our recommendations are for creating new rounds in new application cycles. You know whether you are regular admissions institution or whether you are rolling admissions.

Alright, jump back to Statuspage.

One thing you want to keep in mind here is you can page through to the next the next list. So if we click next week and see all of the items we didn't want, you have to scroll too far so it is paginated, something that I just want to draw your attention to, which is a pretty important one, is like retention policies. This is something that we we don't force you to delete things from from slate. There's not a limit on the number of personal application records that you can have in your site database, but there are definitely some institutional policies that you might have or you need to.

You know delete certain items related to certain records after a certain period of time, so retention policies are really a great great thing to take stock up during that cycle prep time. Do you want to see OK? Do our institutional policies align with what we're working on in Slate you know? Are we set up to be able to do that successfully? So definitely keep an eye on retention policies and then one more example I wanted to mention.

If we scroll on down here to review and update entities, this is an example of one of those checklist items that will only appear if you're actually using entities within your database. So definitely a great feature or functionality for both admissions student success and advancement databases. Entities are super flexible, and she's actually what we're using to drive this checklist functionality on the status page so they are no shortage of utility when it comes to that feature, which is pretty cool if you want to get a better sense of what some of these are in more of a documentation.

Area just check out that Psycho Prep documentation link at the top of the page.

An under our new article using the cycle Prep status page, which really talks about all of these sort of new features of this status page that we have.

We actually go into detail about the list of standard checklist items, and we're really mentioning, you know, for which databases types of databases are these checklist items added for, so you get a sense of what some of these are, and you can look at it in this interface as well. Again, not all of these would necessarily be in your database checklist item, but you could obviously use them for inspiration if there are certain things you wanted to add or take, take account of. You can definitely do that too.

As you mark things as completed for yourselves based on your own process, you can come in and click something and mark it as complete. That will switch it over to this completed items list over here so you can go ahead and see, alright, you know, track my progress. See how far we've come. Add those items that have been that have been completed and when something is completed.

You have the ability to manually market it as as incomplete. If you want to flip it back, but that recurrence will also flip it back as incomplete on the sort of following due date after you've after you've completed it.

One thing I want to mention here is you do have the ability to come in and add new items, obviously so you can come in and add custom items. Give them a custom category, give them a category one of the standard categories, give yourself you know custom due date if you like.

And if you make it recurring, you can obviously make it recurring, or should say if you don't make it ring, you can choose that day. But if you do make it recurring, you can choose the recurrence and so maybe you want something to recur. You know at the end of every quarter you could certainly do that in this way, and that would allow that task to flip back to do after that point in time. So this really introduces, you know, trying to recognize that cycle prep well, you know historically and in a lot of ways is really very annual process, whether you're.

You know, look at your fiscal year, your admissions yearly cycle. There are a lot of tasks that might have, you know, other recurrences or other frequencies, and so hopefully the flexibility of this tool allows you to nuanced those items for your process a little bit and really take those items that are cycle prep related, but better done based on your process in the fall or the winter, the spring and allow you to really turn cycle prep into a year round process. You know, not a time sucky around, but hopefully spreading out some of that work so that you're not feeling quite so bogged down in May.

Defect was the process before.

Alright.

So that is our list of checklist items.

And I think I can turn it back over to Peter here, so let me go back to my slides and I know there's a lot of great questions coming in about the checklist items will circle back to those in the second half of the presentation, but I want to let Peter talk us through some of the cycle primary sources.

Before we get to the questions.

Great, wonderful questions pouring in. Thanks for those. Continue to keep those coming. I just started to answer a couple of AM. Will reiterate some of those verbally as well coming up in here in here in a few minutes. So again some of your resources that you have available for Psycho Prep. You know that you have the knowledge base. We know that you love the knowledge base and you were in it all the time. Or at least we hope you are because there are over 1500 articles in their ways to really help you out and understand Slate. The documentation specific about psychotherapy is about the things that Trevor just went over. How to manage that page.

As well as what those standards are, standard items on that list are, so it's great to be able to look back to see all those standard items.

However, as we saw from that little tab, each of those standard checklist items has documentation that links you directly to specific articles about specific things, so continue to use this. The cycle prep documentation and all the wonderful documentation that is in this late knowledge base. And if you can't find something, maybe reach out to your client success manager and we can help you find that that documentation that you're looking for as well. Here we are in the middle of this late innovation festival in exciting time, always here at tech dilutions.

Hopefully you just have it. You attended at least a couple of this late stage presentations before this one. I hope this isn't the only one that you're tuning in for. I we want you to be inspired by this late community. This like community as you well know is there is an incredible group of people who love to share knowledge with each other and love to help make the industry even better. In addition to their own instances. So please tune into the other's late stage webinars. There are dozens more that are still coming up over the next month or so and also start to give back to that community.

As we often times talk about, you are an important part of this lake community, so please continue to give back that slight knowledge that you're keeping up here. Give that to your fellow fellow people on your campus and also of course, provide that and share that knowledge with the other people in this lake community.

The last thing I would mention here was be a call with your client success manager if you're interested in scheduling a cycle prep call. Everybody is eligible for that. Every instance is eligible for that, and a call with your client success manager can include Slate standard tools for troubleshooting targeted advice specific to to your instance in your process, and some suggestions for trying new things out. We really want to make sure that your slate is up and running and that we're taking a look at it if that's what you want of us.

It's not required, but it can be helpful just to have another set of eyes there. You can be sure that on my calls with my clients were going to check rules as well to make sure that your rules are efficient and effective and are running smoothly. We may also talk about some tools like the field configuration or review resource auditor, unused resources, some of these tools that are going to help you look at your database in different ways. We certainly suggest that every school in their first year schedule a call that that we we certainly want to make that happen. We don't want you to go into your sophomore year.

Without that support, but also remember that in just in addition to your client success manager, you have a whole team of people you know that the service desk is there. You know you can submit focus calls on any topic that you want on a call with your client success manager, we may end up suggesting a focus call. Specifically. Let's say you want to totally redesign your period in round structure. You can start that conversation with your client success manager and then your CSM will talk about in passing that on into a focus school to have an even deeper conversation with a true.

Application expert or an expert on any of the other topics on the service desk, so we certainly encourage you to schedule that call if you're in your first year. However, if you have been in slate for several years, you're welcome to schedule that as well, and you can schedule that on the right hand side of your of your cycle prep status page. There's a button that will say schedule a call here, so we're here to help put the PEP.

In your cycle prep, has that now too much.

Do not.

I thought it was good. That was a good one.

I was working on it but.

I like it.

Go with that one all right back to you, Trevor.

Alright thanks Peter.

Alright, so there have been some great questions coming in in the chat, so we can definitely go ahead and tackle those. I think it might be easiest to maybe share my screen again so that we can take a look at some of the questions are related to the item, so let me go ahead and do that.

I think whatever is getting that set up, the one thing I I want to talk about first is that this is this. This cycle prep status pages is kind of a work in progress in some ways. We want us. We want you and us to work together to help us understand what is going to be the most beneficial for you in this process. So there is at the very top of that and submit a feedback post to let us know how we can make this page even better. So we want to hear from you. In fact, in the chat already something some people were suggesting assigning those two users absolutely. I could certainly see that being.

A great next step in the development of this cycle prep status page and something like changing the order of the items. You can sort by clicking at the very top by clicking on description or category, etc. But there's not a way to manually move around the other order of those items at this point, but again, could be another. Another great feature request, and another great feature request I see is setting reminders for those, so there's not necessarily a way to set reminders at this point specifically, but I hope that you're going into that feedback posts.

About that in just using this as one of the many tools that you're going to use, hopefully during your cycle problem.

Exactly, so for those of you that have already added items, I'm not sure if you did it during the webinar or maybe a little bit before, but good for you and thank you. Cycle Prep is a category within feedback now, so when you're when you're choosing that category, it will automatically sort of associate those here. So definitely come in and post, not not just about those, but also you know, comment and add your and add your your specific examples or specific use cases. That's super helpful for us to be able to have those comments for our product managers to go to see that so.

Amanda, thank you so much for adding that. 20 minutes ago. Love it No 5 minutes ago. Even better so. So you beat us to the punch. That's great. So that is a resource for you there. But yeah, as Peter was mentioning, you know this is brand new this year and we definitely see it continue to grow and improve over over time. And so you know, submit those feedback. Post to us so we can continue to to leverage it or make it better so you can leverage it for your processes.

Looks like Scott has a question here about setting the recurrences appear to be by month. Can you set them to occur after occur annually? So essentially that's what that's doing. I mean, if you click this right here and you click July and you Mark that is complete, it's going to mark that is complete for July 2021 and then you'll see that it just moves to the bottom of the list for July 2022.

Oh yeah.

So you can set that for multiple times a year. So again, if you do this thing in quarterly, you can set that four times a year and then you market is complete. It will come up that next quarter, so you can set that for whatever recurrence you want. We're trying to make this as as perennial or Evergreen as possible. Hey, that should be our intro song Evergreen. That would have been a good month.

So, so that's that's the way that we'd recommend doing it manually. It's just market that is complete and then it will come back up again the next year.

Exactly right, it's yeah. One choosing one month will make it an annual and annual recurrence, so.

Let's see, that was Scott's question. That's a good one Sarah question will note scary from year to year. And can we add subtests for checklist items so I do believe that notes will carry from year to year, so those are not going to get cleared out because it is the same. It is the same entity that is being used again in the future year. Just resetting that completed flag on it to unset the recurrence. So if you've changed the title of it or you've added notes or something like that.

That will that will persist adding subtasks. That's a great idea. So definitely through submit it as a feedback post. However, you might find some some good utility in just sort of leveraging new checklist items for that process. So if you create new items.

And if you give them a consistent sort of prefix or naming convention, that would sort of allow you to sort of use them as sub items in a way so they're not going to be like explicitly nested in under the top level, but by using sort of that prefix naming convention and creating multiple items, you could effectively create subtasks for yourself, so that might be a great solution for the time being.

Yeah.

So many great ideas I'm I'm so excited about some of these so many of the great ideas that are coming into this chat, because again, this is about how you want to use this. We're not the ones who were doing cycle prep right now, so we want to get that feedback from you. So all of these things are great and I really hope that you're putting those feedback posts in. And then we're going to continue to make this even better and more useful for you, so it certainly is a is a continuing evolution of that. I think having separate cycle prep checklists would make a lot of sense, especially if you are.

So.

Undergrad and advancement or something like that. Having those separate things there I think would make a lot of sense. Right now though, it is. It is one list you could you know. Just like with any naming convention in Slate you could name things in a different way. You know pre pen that with it with a certain naming convention. I wouldn't be surprised to folders are coming down the line here as well. Folder is is everywhere in slate, so some of these other kinds of ideas which we have seen in slate or not going to be coming here as well because you'll actually see that this is hosted on Slate Partners, State Partners is the instance.

And in which we, which we capture data about you. So that is, that is where we kind of built this and where we have seated that information. So we're going to. We're going to continue to keep our instance up to date as well. Just like with yours, and go ahead.

Oh Peter yeah thanks. I was going to jump in actually on that. The question about shared cycle prep status pages or lists because Peter makes a great point. Which is that the questions you guys are asking that is awesome. So right? Melissa Margarita Melissa. Great questions about about sharing a database and how you guys might do that. One thing to sort of keep in mind is that we've created a cycle prep status page for each database of site. So if you do have multiple databases, each database has its own cycle prep status page. Obviously, if you're sharing a database between graduate undergrad or admissions and advancement.

You have a lot of different processes that you might sort of think about separately, but because they exist in the same database, you sometimes have to think about those together too. So I would say that, like ultimately having two totally separate checklist items or status pages that you know folks don't sort of overlap or see might be problematic for some things, because there is definitely sort of a shared ownership or a shared responsibility, so to speak. When you're in the same database, you know you're accessing rules that kind of impact or apply to the whole database, and so you really want to make sure that those changes are being made.

You know intentionally to Peter's point re labeling some of the customer standard items were adding custom items to apply to grad and undergrad, because maybe the who's responsible for updating something within your institution falls on two or multiple different people, and so that could allow you to customize that a little bit. But I can definitely see some possibilities where we you know we might use the powers of portals and entities to be able to surface, just as you see a do in a completed list. Customize lists could absolutely be something that we that we consider.

So definitely throw those in feedback and then give us your use cases. But when you are sharing a database.

There are some shared ownership components, and so you know it's not a bad idea to have a have a single single list that might be customized with the labels. You know who's who, but you're keeping an eye on everything. It's not a bad idea.

Margaritas question. Hi Margarita about or is there a? Is there specific documentation to help us know what questions to ask at the end of an implementation when moving into cycle crap and what to look for specifically? I think that's great we did. There's not a specific document about that, but that is one of the key things that I like to talk about. And when all the CSMS talk about on those calls so really again, what worked? What didn't work, we can help you look backwards in order to look forwards. We have kind of a sample agenda that we use some things that that that.

Will check when were on that call. I want to make it clear though that you know this is not tech dilution staff doing an audit for you. It really is helping provide you the tools and provide you the the the ideas for how you can do a self audit of your own instance. So really again kind of continuing that metaphor of teaching you how to fish if you will. So we, you know we're not going to come in and say you need to change this, this and this, but we're going to say, hey, have you looked at this? This is something you might want to consider.

That really is how it is, how we're going to continue that conversation. So hopefully we'll have that conversation soon.

Yeah, and that's where that checklist item list comes in. Obviously that those are things that we, you know, some of them might not apply to you, so feel free to market is completed. There was a question that somebody had asked which was we're doing. We're constantly doing updates on our rounds and periods whose question was that Peter that was a great question.

Oh, I answered that earlier.

How did you already answer it?

I think I answered, did I answer that one?

Sorry.

Oh mark them is completed but not recurring. Oh yes, that was Sony's question and that will move into the completed tab and not recur. You beat me to it, yes?

So we're trying to be too efficient here and that and that. And that was someone else's question. Later on, down the line as well, I can't find it, but about removing.

Once.

I can find about removing a checklist item, but again, the way that you could remove a checklist item would just be to uncheck that recurring box so you don't want to see this again and then market is complete and then it's going to move over into the completed tab and somebody somebody else had also said, how do you make it come back to the recurring section? You have to make sure that that recurring box is checked and that those months are checked so Slate knows when to move that back. Essentially, what's happening is that it's just re calculating a date upon the submission of that, and so it's just going to move that to the bottom of the list if it's recurring.

Or if it's just an ad hoc or one time event, then it's going to move into that completed tab so that completed tab is only going to be those one time events that happen that you're done, or those events that you don't want to see again.

Let's see here.

So so another question. But can we add items to the cycle prep status page during the year or do we need to keep a spreadsheet of items that need to be managed and added to the second page when it's time for next year cycle prep? Well, that's the beauty of this of this new this new module is that cycle. Prep can be anytime. Psycho Prep doesn't have to be July 1 anymore. That's how that's where we've defaulted all the dates too, because that's what a lot of our clients clients do is do that cycle pressure in the year usually is usually in the summertime.

But if you do cycle prep at other times of the year, fantastic. You can add those items on there if you think, oh hey, I need to do this next September. You can go in and add that on at anytime onto this page and then that will come back up again next September for you to make sure that you do that at that time. So Psycho Prep is now an all year thing. I think maybe that's the message of today as well. Is that psycho Prep doesn't just have to be one? You know? Techno Lutions defined time period. It can be whenever you need to make sure that your system is.

In need of some updates.

I'm so Amanda has a great question which is is there a way to copy one of the standard cycle prep items? For example, we have programs that separately manage their periods in rounds and have having the awesome documentation tab would be so helpful. That's a great question, and the short answer is no. But what you might do is you might re label that standard item to be like documentation you know, sort of apply to all of your programs, links to documentation, and then if you create custom items for you know.

Rounds in periods for each of your programs, or each of your sort of divisions, as those are the items that they actually mark is complete. You could use that standard item as sort of that top level item that that everyone can look to to refer to for their for their links to their documentation. Obviously you can use. You could leverage the Notes tab as well to sort of paste in. You know, links to that documentation. Not quite as pretty as our standard documentation tab, but that could be a great great feature request to sort of.

Allow for the customization of a documentation tab you know for for custom items but but for the time being considered you know. Consider using that standard item as your sort of top level placeholder. Links to documentation and custom items for program or division specific purposes.

Great to Brenda's question. Let's see in terms of setting them as complete. Moving to the completed tab. That sounds like a great question to reach out to your client success manager. We can help. Take a look at that and troubleshoot that as well so it's really hard to send an email or some of the service request and we can take a look and see what's happening there for you.

Let's see.

Anne Amanda, does the Secret status page include communications to update your review? Are there any tasks associated to deliver that appear automatically? Yes, there are a handful of standard ones that have to do with deliver so you can see in that article what those standard items are. However, as you can imagine, the other items that are on here are relatively generic. We're not going to, you know it's not going to be check this particular population and this particular population rule. It's going to say check your populations and population rules, right?

So you can make this as personalized as you want there maybe 30 or 40 items on here. You may have more than that, you know for yourself. So any of those specific campaigns or those specific deliver items would need to be added manually onto your list.

Amanda, when I first read your question in this sort of dovetails into Celeste question about reminders or pop-ups, or, you know, communications that are related to these. Right now there are no standard, there are no communications that fire from this database to you via email or anything like that. This is something that you would you would want to be checking. You know, based on your own schedule. That's a great feedback request to sort of ask us about that.

Though we'd have to.

Yeah, that's it's definitely great feedback request. One thing you might consider doing it does the couple to some extent. The communications from from the status page specifically, but like within your own database of slate, you could build like an internal facing deliver message that you sort of build. You build a method to sort of send that out as a reminder, or use some of the task functionality. Again, it would. It would sort of need to it would? It would not be a super smart reminder 'cause it wouldn't be based on.

Each individual task that you have, but that could be a good pain. You know. Or writing a calendar reminder to yourself or something like that. But yeah, that's definitely a great feedback post, because because we, we could certainly we have the capability to send emails from Slate. As you all know, so that could definitely be a great great year. Two or year three project for us.

And I guess I I will also just say that I love all these ideas because I think that the the cycle prep status page in a lot of ways is is is not a slate feature. It really is a service feature and it really is helping you do the work that we know you need to do. So it's you know that's why it's you know it's not just a Bell and whistle within your instance of slate. It's actually, you know, it's housed within our partners instance and it's just a portal that you're engaging with in that way. And so we're excited on the service team to help find these new ways to help you do your work.

We're not being. We're not being recorded right. I will say that there may be some other things coming down the pipeline. Similar things for newly implementing schools, right? So we want to continue to help you all in this state community. Do the work that you that we know that you are all doing. So we're excited about the evolution of this and in some ways this is version one and we're excited to get to version 100 with all of you as well.

Yeah Steve, you make it.

Ended with that Jesus was all inspirational.

I know you know that that was a great one.

Yeah Steve, you make a great point there that that notifications if we associated with the user. So slight knows who to send it to. Absolutely, yeah, definitely. It's definitely, you know, there's definitely things continuing to evolve within your own your own slate database, so some of you might have seen within the within the latest news. This past week, the introduction around home slate and if you're accessing your sort of slate, your slate stage events related to the.

To this late innovation festival this year, this home slate sort of portal is a user specific portal or user specific page within your own database of slate that can continue to sort of evolve and will continue to evolve to surface user specific and institution specific content. One of the beautiful things about our status page is it's run out of a different database of slate because that's where we sort of keep track of all of you as institutions, and so it's building stuff within our database that you're then logging in your really logging into this almost like an applicant would log into a status page or a.

A donor would log into a portal and so you know part of that.

Connection between our database and you logging into it makes the notifications a little bit more complicated than if it was something happening in your database, but but do know that like notifications and tasks and all that functionality that you're familiar with in your database will continue to grow for purposes there too. But to Peter's point, yeah, this is this is just step one and we're excited to keep building on this and hear from you guys how you want us to make it better for you.

Oh, thank you, Celeste and Amanda. We appreciate it.

And this is a good opportunity to to to give a whole shout out. You know, not just to Peter now who are here talking your ears off this this afternoon. But don't hesitate to click over to your service team tab when you're on your cycle prep status page. This is something we launched last year introducing you to us in a way that maybe you haven't seen our faces before. So definitely come over and click on that tab and check out who.

Who you got? If you want to put a face to the name of the folks you know on the phone with you or replying to the service desk requests, you can definitely do that. Don't hesitate to click into service engineering or service leadership as well to see some of us other folks to a huge shout out to the to the service engineering team and Paul Church, and specifically for all of their work on getting this cycle prep status page to where it is today. They put a lot of work into sort of, build out some of this customization along with.

A really great team of client support engineers and client success managers in the whole service division who really put their heads together based on their experience to to come up with some of the great features that you see. So we've put this together based on the feedback that we've gotten from you. You know, over the years, and so keep that coming. And we can definitely keep it. Keep the improvements coming too.

And I certainly certainly look forward to having conversations with some of my clients who I'm seeing here in the chat today. Excited to have those conversations. But all of my colleagues, all of the client success managers, are excited to have calls with any of you who are interested in diving a little bit deeper into your specific instance. So again, you can schedule that over on the right hand side of your cycle prep status page.

And you're going to be able to schedule that right there. We've set aside several hours a week over the coming months to hold spots just for cycle prep calls. So we're again we're using Slate two just like all of you. And in fact that's using scheduler, so we're using scheduler and portals and all kinds of stuff to do the work that we're doing as well.

So continue to continue to put those conversations and those those questions in the chat if you'd like or reach out to us and we can talk about more of those questions on those calls or by email or on the service desk, or all the myriad of ways that we can work together to put the PEP in your cycle prep goodbye. Everybody know that. How was that was that was actually there.

That was a good that was a good. Yeah, that's a good closing line.

Alyssa.

Over the top over that.

Alright, well.

Alright, thank you all for joining us today. We really appreciate the time.

I'll let you close it out, Trevor.

No Peter, I think yeah, I mean you pretty much already close it out, but I I want to say as well. Thank you as well. I don't have a good one liner, but yeah, put the prep in your cycle prep. That's that's great. But yeah, just wanted to say thank you to everyone for joining us today. Don't hesitate to follow up with with those questions to your client success manager for calls that were the services with other questions and definitely looking forward to seeing everyone in person. Certainly at Summit next year. But yeah, there might be a few other events on the road over the next couple of months. It will.

We might see you guys at so always love hearing from everyone. Thank you so much for joining us today. Enjoy the afternoon. See you later.

We'll let Willie Nelson take us home again.

On the road.

Just keep waiting to get on the road again.

What my love is making music.

My friend.

He waited.

Hungry.

Places.

Seeing things.