Student Success Community Call

So we looks like we're alive and hello participants who are rolling in what's up everybody.

Welcome.

It's 2:00 o'clock Eastern Standard Time. This is can, hey, everybody, welcome if you want to say hello in the chat, say where you from, say what the weather's like. I'm here in New Haven, CT. It's cold. I think winter is like definitely here. It's been like 30s, maybe 40s.

Yeah, so winters winters here. Hopefully everybody had a good.

Holiday break I know for some of you guys that may have ended the semester, at least for the students so.

And hopefully everybody is gearing up for for the the winter recess. If you have. If you have one, or at least a nice holiday break and hopefully everybody saying staying safe and healthy. So yeah, hey, what's up? Yeah, say hey, in the chat talk say hello to each other, this is awesome. Thank you all for being here for our. This is technically our third but second technicians hosted students ex students success community call we did one back in October which was awesome. Way back in of the summer which feels like forever ago.

Noel from from Barnard had hosted one.

So graciously and now we're doing a couple of these.

I have sent my monthly once every two months calls, so thank you for being here today and hello to everybody who's checking in. Which is awesome. Good to see you all an will kind of get roll and I think everybody who is going to be here is here sweetie. So for your information, hopefully everybody can see my screen sharing my slides. For your information. Webinars being recorded an will be made made available for a viewing later. I said that the last time on the last one we did record it and then somebody actually Chris from Paul said hey FY I the where is that recording?

An intentional, it's actually we're making a new section in the in the documentation in knowledge base for these. For these recordings, it's going to kind of be a student success Ish videos, a student success centric or or related videos and these will be included in there so you know shortly after this couple days. After this I'll put both of those recordings of this presentation and then the one previously from October will both be available in the knowledge base so.

Closed captioning in the upper right hand corner. Full screen will be viewable. I'm going to be showing some slides that have some screenshots on him, so if you want to make it nice and big you can see the full screen. That's awesome. If anything looks starting to look weird or sound weird. If you can't hear me right, or if it's off if you want to re sync, just hit the refresh button and then questions and comments and just kind of general conversation. Throw it into the chat. Throughout these I'm going to be focusing on three topics and we'll try to get through him in as much detail as I can. I always.

An ambitious when I plan these things I'm like, oh we're going to plan, you know we're going to talk about these three really big topics. And then I'm like Oh my gosh, like there's so much to it. Once I start building up the slides and content. So we're going to get him. But as I'm talking, and as we're going through the slides, if there are questions, if you want to comment on somebody else's question, if you want to say this is how we did it at XYZ University, you know there's a number of different ways to get things accomplished inside a slate. While I'm talking about some examples here in a specific use case, you may have a separate use case or or more nuanced, which is, which is absolutely absolutely true for everybody.

Before we dive into the topics, some of you this is your first time kind of indicating interest in student success. You might be here because you're utilizing student success efforts or processes inside this late already, you might have your own standalone database. You might be like, I just want to hear what this is all about. I'm not even sure if we're going to be interested in using slate for student success efforts. I just want to hear what this is all about. Any and all of those things are OK if you have questions or you want to talk about it a little bit more.

I talked to me, reach out, you know, email me and say hey, we're thinking about this. We just kind of want to have and it's no commitment. You know, if you just want to talk about it and say this is something we're thinking about doing, what can we do inside of Slate? I'm always happy to have those conversations. I love having those conversations with everybody. Dive into the community form. If you have not already followed, there's some great chatter. Obviously the larger slate Community forum, but then there's a sub cohort just for student success in advising so you can get some good best practices with various use cases. You can ask questions there.

We've got knowledge base which is slowly growing. More articles, more documentation, and then we've got this awesome thing called learning. Lab learning lab. Is this online kind of self directed self guided course for? And it's really for folks who it's structured for folks who have not used Slate before. It goes over a lot of the fundamentals of Slate. The foundational objects inside a slate fields and prompts and forms and events, and all those things. But it kind of has a student success. It's viewed through us to student success month. So if you have a new users that are.

Going to be using Slate that have not been to Launchpad or don't know much about it and didn't use at a previous institution. Have them explore learning Lab, which is, which is a great option OK?

OK, cool, so let's dive in to the topics that were going to cover two day. I'm going to try to cover in as much detail as we can. The three topics that are up on the screen right now and then I'm going to attempt to get done with about 10 minutes left for for any questions that you guys have questions or comments that come in through the chat, and if you have questions, you can post them now. You don't have to wait until the end. You can ask questions. I can. I've got, you know, the chat up on the side that I can take a look at. We're going to talk about three things.

And this is we're going in order from kind of, let's say, most slate complex to least complex in terms of concept. An execution inside of Slate. The first thing that we're going to be talking about is dynamic event portal widgets, which is a mouthful in and of itself. The second is we're going to talk about entities and managing an updating entities.

And then we're going to talk about nudging examples. Nudging, is, is that that's much more of a conceptual conversation or or a showcase of examples and much less of like how to build things out. But we're going to cover those three topics, let's dive in. And I hope you all.

Enjoy.

OK, so dynamic event portal widgets, right? So there was a recent enhancement to events and portals as they exist that allow the ability there's. It was a new ability to use the identity filter inside of event portal widgets. But even before that you know this is kind of already getting it down into the deals you now have the option to. You know how you create your event landing pages, right?

And you've got your with the. Let's say it's a calendar with all of your events listed. You now have the option to convert that into a portal, right? An an an event landing page is kind of a portal ish anyway, because the the end user is interacting with it. But when you convert the event landing page into a portal portal portal inside of Slate, it allows you a lot more flexibility in configuration customization options with what you do with that.

That portal that landing page that that the students going to be interacting with. So you do have that option out to convert an already existing event landing page to a portal. Or you can insert this this this portal. Excuse me this event widget inside of NRA existing portal that you have. So if you have a forward facing portal that's forward facing to students or to anybody you can add this portal just so will talk about. But what we're going to go through is the ability to use the identity filter in event.

Portal widgets which will allow you to kind of create dynamic views that display appointments or calendar events or scheduler events for a students assigned advisor or counselor, so you no longer will get into a little bit more, but the the portal. The viewing experience would be conditioned based off of the person looking at it right. The person the user. The student would only see, let's say, events.

That are available on the calendar from their assigned their staff, assigned their advisor, their counselor, whatever, whatever. It is kind of how you're categorizing that. It uses a combination of subquery filters and user identity, so we're going to be diving into configurable joins a little bit in this exercise. So if you are comfortable with configurable joints, that's awesome. We're going to dive in head first if you are uncomfortable with configurable joints, that's OK. This can be just like a preview.

And if you're like, Oh my gosh like this is a lot to look at. That's OK too. That's fine. So what we're talking about? And this is kind of going back yet if you do have an already existing landing page, just note that there is. There is a button, literally, you know, a button within the settings. If you opened up one of your landing pages to change the configuration to generate the portal. So if you have an already existing event landing page to say I want to switch this over to kind of a full.

Full customizable portal. It's it's a simple.

And click and it's available right there in the in the settings. Once you get there.

This is kind of the new view that you would get an for anybody who's unfamiliar with portals, or if you've never used one or created one inside of Slate. This is kind of what the setting structure looks like inside behind the scenes in a portal. You've got your various methods, your views, your queries, which is kind of all the guts. How how the portal is created and what's displayed there, and then your reports. OK, so your converted event landing page would actually look something more like this where you have some options here.

What we're actually going to do in the next slide is dive down into the various parts of that Portal view, so we go down to the second option there under.

The settings that you've got methods we're going to open up that view because we want to. That's where we're going to be doing a lot of the work. When you open that up, it's going to take you to a new. It's going to open a new page. We've got some basic stuff built out here already, but you can see the the interface looks kind of like a form or like a report where you've got some options from the pallet.

On the right hand side, where you can drag and drop or you can create right, and what we're going to want to do in this case is we're going to want to use the Events portal widget OK by clicking the Events portal or dragging and dropping whatever it does by way identified by the arrow. There it's going to land a widget. It's going to insert a widget onto that part of your on on that part of your portal, OK?

What we ultimately want to do, though, the ultimate goal of this is actually to do a lot of editing and customization of that specific event portal, because again, the goal is to make it kind of dynamic. We want to trim down the availability of events that are displayed in this portal to only represent a certain user or a certain kind of category. Of, you know, whatever the filter criteria is that you want to do in our use case for this example, is to really, really drill down.

And to only show and display the events that are specific to the user, that is also the staff assigned. So like my advisor, right? Or students advisor, so we're going to open this up. We're going to dive into the part, the event widget where you have further settings or further availability of settings.

If you click over to the event selection.

Portion of the settings.

It's going to allow you to dictate what exports and what filters it's actually. It's actually a query tool to choose what events you want to display in this landing Perry in this portal in this portal widget. If you remember from the old way to do it when you're creating event landing pages, you would select the folder right? Remember, we always talked about in in anytime we talk to you guys, you know a folder structure is so important and organization of folder structure is really really important when you're talking about.

Your events and it's it's still true, right? But what this allows you is a significantly deeper dive, and to add further, filter criteria, really granular filter criteria to select the events that you want to display as a part of this portal. OK, so as you can see, the exports. Actually those are predefined. Those are kind of pre set, you can change them or edit them if you like, but those kind of come pre set. What I did is I actually just added a couple of filter criteria to kind of get the.

The just I wanted to zoom in on the actual types of events that I wanted, so I added some filter criteria to say I want the type of event to be in scheduler, right? 'cause schedulers has all my maybe 1 to one advising appointments and I want the status of all of those events that that exist in scheduled to be confirmed directive. I don't want any tentative or any cancelled or anything like that. The third is where we're kind of going into the deep levels of inception and configurable joints.

We want to add a filter that says oh, and by the way, you know, give me all the all the events in scheduler. Give me all the events. Excuse me, give me all the appointments that have a status of confirmed, inactive and finally give me all of the events with all those criteria and the have.

That match the form user so the person who is the associated user with that event also have that that user it has to be the same as the user who is assigned to the identity or the person accessing the portal, right? We want to make sure that those two things are the same so that it displays only their events and nobody else is no other users. The way we're going to do that is we're going to open it up and we're going to dive in a little bit.

So this is a subquery filter and again kind of. Bear with me if you're humor me. If you're like I haven't used configurable joins if that's OK.

There is no kind of level of expectation of understanding for these calls or for the. For the examples in these calls, some of you might be like, dude, I've already done this. I know exactly what you're talking about. I did this right when it came out. So and that's just fine too. It's kind of there's varying levels of of experience here, so totally fine.

Um so.

Within.

Let's say within this sub query filter we want to.

Compare we want to use the comparison setting.

And we want to compare two things we want to say. We want to make sure that the form username for events is the equals the faculty advisor username. So we want to make sure that two things are equal. The username of the faculty advisor needs to equal the username that's associated with the specific event. In this case, the scheduler advisor appointment. Let's say we want to make sure that those two things are the same, so we're going to compare. We want to say just field one.

Equal field to and by the way that we're going to do that is we're going to join.

To form user, because what we're inside of right now, when we're talking about events, events in forms are very closely related and event is just a a form with a local time and location, right? And so we're going to join to kind of bringing that information to get the form username, which is the first export that's listed there. We want to get the form user username to identify the name of the user that is associated with that specific event.

OK, in order to get the faculty advisor username, however, we need another sub query, so we're going another level deeper and we're going to open that up to get the faculty advisor username.

So we're in a nested subquery. Exports over 2 levels of inception deep. Yeah, if you remember the movie, great movie, so we're 2 two dreams in. We're the dream inside of a dream inside of a dream now. And in this case we'd like to be able to identify the faculty or the staff assigned username.

That is equal to.

The person who's looking at this this portal, or who's interacting with this? So in this case the student, so we're going to want to grab the identity to the arrow pointing to the identity of person Gued because that person has a unique identity, but the way that we're going to do that is by using an independent subquery. So if you look the boxed area, the blue box up at the top, you're actually going to change the type from dependent subquery to independent subquery.

This might be the first time that you're experiencing are using independent subqueries within a subquery export or any type of filter or query that using independent subquery and the reason why we're doing this is because where we were before 1 screen ago, we're trying to find out.

Information that's associated with the form right? Which is the event we're trying to find information that's associated with the form, but the thing that we're comparing it to is in no way associated with forms or events. It actually is associated with the person record and how staff assigned relates to person, so we're trying to compare two different things, so we're making an independent subquery to capture information that is in no way related.

To these events, or these forms, we've got the information in the previous screen. To say we've got the information that we need for the form user, but we're trying to compare it to something that is in no way related to the form, so we need to create this independent subquery to find the faculty username.

To identify the students staff assigned or the person that's responsible for that particular student record inside of slate. That way you're comparing and making sure that that faculty or staff assigned or advisor username is the same as the event username.

So if you're still with me, some of you might be like, OK, well, cool, well, we actually don't use the.

The individual advisors or the individual counselors as the specific users on the events, right? So, so how am I going to do this? And that's fair. This is a. This is an example where if you're not doing that, maybe you should consider it if you want to have this kind of dynamic viewing or display of events, or you know there's this isn't A1 size fits all kind of solution. This is a way to be able to display dynamic content as it relates to kind of a forward facing experience to a student.

So if you guys are still with me say OK, Wow so.

We're comparing these two things were making sure they're related. That is, by way kind of resulting in a limited number of matching rows. In this case, it's 39 of them, so that means.

There's actually 39 appointments that exist. There's 39 events that exists that are in scheduler with the status of confirmed inactive and that has the user of the event name, username match the staff assigned, event, username, or whatever. It is right there that habit and for this it's actually to go even further when you start looking at the identity so specific for a student and will go to the example for the result. There's actually only one.

That exists for this student who's experiencing this dynamic event portal to say wow, OK, I'm looking at this calendar in the calendar. Might include all of a fire firework to not have this filter down. The way I did. It might include every single advisement appointment from every single advisor or all calendar events. But what we're doing now is by way of this you know tricking out the filters and having it display conditionally based off of who's looking at me.

It's only showing me appointments that are linked to or associated my specific advisor. In this case Trevor Johnson and in this case there's only one that's associated with him and it's this Friday at 1:00 o'clock. So in this case it would strip out all of the other events that may be displaying on this calendar. So for AU end user experience, ultimately, what's the takeaway? OK, you can do this, but like So what? The end user for the experience, it's much more trimmed down.

If you say if you have a process where you say our students can only meet with their advisor, I can't. If I'm not allowed to meet with anybody else except Trevor Johnson, this would be a good a good solution. This is also kind of it can save in terms of processing time, because you there might be a case where you built out individual advisement, count calendars and folders for every single advisor that you have, so it would trim down that.

Process as well. Take a number of steps out and really, really streamline that process to not require you to make multiple calendars for every single advisor and have them all live in these separate. You know long list of folders in your in your events.

Um?

So yeah, questions about that, post them in the chat if I hope it made sense because you know, kind of diving into configurable joints. Landon, particularly, who are stuck starting to talk about the levels of inception and independent subqueries, further making making it further complex. It can get a little confusing. So if you have questions, go ahead and post and hopefully that made sense the way I described it. But really, it allows you. David, thank you for the comment. Yeah, I hadn't seen the independent subquery before.

It is not often used right, but but in configurable joins land right when you're messing with configurable joints.

Independent subqueries are are perfect for a comparison analysis. To say I need to compare two things to fields to see if they were equal. If they're not equal, if one is greater than or less than or equal to the other, and in this case, that's exactly what we did right, because the independent subqueries, not nothing related to the original query that we're pulling off a cool. OK, so we're rocking and rolling. Hopefully you guys are still with me entity management, so everybody loves entities.

Um, I love entities. I love the display. I love the use of entities in my experiences and calzan focus calls and conversations with you all. You love entities as well. You love using them, which is which is fantastic.

And I want to at least on the surface, start with by kind of explaining what they are, because I think some people like art. So what's an entity? Is it up? I had somebody asked recently, like isn't it to T like a data set record and so no, not exactly. So entities are kind of an expansion on the concept of the one to many relationship, which is a concept that lives inside of slight. A student can have a one to many person record can have a one to many relationship to schools, right?

So I'm one student and I can have three schools attached to me. Test scores. Another good example right? I can have many test scores associated with one person. I can have many devices or relationships. There are a lot of slate standard examples that kind of fit the definition of what an entity is, right?

Custom entities allow you to take that one to many relationship and apply it and display information in that one to many relationship kind of structure records. So a person record would have a one to many relationship with the entity.

So it's like, OK, cool, So what? So what are you talking bout? What's a good example? Custom entity examples have been at least with the when I've been working with you all. In the cases that I've built out things like scholarships, right financial aid awards, one person can have multiple scholarships or multiple financial aid awards that are associated with their with their person record classes or courses or class schedule. This is something that has come up an awful lot.

Where you say we want to display their current class, schedule a current students current class schedule. We want to see the classes in that way in which they are enrolled. We want to be able to display it in a format we want to be able to mess around with the columns in the exports and what we show the custom list fields. So class schedule involvements or I'm thinking like clubs and organizations or whatever you call it at your school. Some of the extra curricular activities that they are involved in that one too many concept just created and displayed via.

A custom entity OK?

So the view, yeah, I mean a view of of this would be. Here's an example of a class schedule. You can see it lives on its own tab. The display kind of looks like a query, right? It looks like the results of a query. We've got your columns. You've got your header columns, and then you've got individual rows, right?

So a class schedule would be a really good example of of a custom entity.

Financial aid or scholarships or recall it. Just just financial aid awards in general. A great representation of a custom entity you want to list out these various awards that are all associated to the same person, OK?

So this is beautiful in my unbiased. Obviously 'cause it work here. But like yeah, I think it's really cool. I love entities. I love using them. I love just let you know the display of information is beautiful for a lot of the conversations that I've had with student success folks. They say this is perfect for our advisors to use because it's simple. They can take in what they need. They don't need to really interact with it all that much. It's really straightforward, right? So cool. Then the question is alright, great. I've built this out. This is awesome. It's beautiful. I love the way it looks. Oh, but wait a minute I have.

The need first of all, I'm not going to create everything. I'm not going to create all these individually one by one for every single student.

And the way that the entities operator the way the way that they exist, you may have the need to update as opposed to creating a new entity row right within. You know each entity row kind of has its own unique identity, so you may have the need to update as opposed to adding a new entity row or entity line. You may say I don't want to do that, I I I.

You know we have this challenge now where I'm going to be getting this information in from our financial aid system or I'm going to be getting this information from RSIS right? And I don't want to duplicate every single row or every single line, so on and so forth every single time I import or add entities to this person's record. I just want to update it. In fact, like this person, their final grade is in fall 2021, Music 201 twenty.

Is a D not a city, but I don't want to create a new row. I just want to update that one field on that entity rough. OK, so there may be that need to update versus the need to add new what we're going to talk about today is a way to update so the management of the entity once you've got it and it's built out and you've got your rose and it looks beautiful. The next step would be like, OK, Now we have this data integration question where it's like how are we updating this information? OK, if you're adding new, it's relatively straightforward, like if you're just adding new information to an entity.

It is relatively simple whether you're importing it or you're doing it. Let's say ad hoc. You're just creating a new line. You're entering the information, and there it is. It exists if you're trying to update it. That's where things get a little bit unique. You need. You need matching criteria away for slate to go find that specific entity row, not create a new one. Find the specific entity row by way of unique matching criteria, and say we only need to update 1 bit or one piece.

Of that specific entity row, as opposed to overriding it, or just creating a duplicate entity room. So you need unique matching to the student specifically so the student or application record that you're diving into, and then that particular entity row that that lives on that person's record. OK, first step would be to create a unique for emerging field that is entity scoped.

So when you're creating entities, you're creating entity scoped fields that are housing these bits of information. These data points what you would want to do if you haven't, or when you're creating an entity is to create a unique for emerging field, something that is a unique identifier, and what we've done. What I've done for this case. In fact, again, this is kind of like there's nuance to every single thing, but for the sake of this example I created, so I'm going to use the financial aid.

Entity example and I'm keeping track of my students Financial Aid awards and I want.

Have a reason to update them. I have a new update from power Phase or from Banner or whatever and it's got to come over but it's gotta update certain fields on the on the entity, but I don't want to do it so I know that there is a unique identifier for each financial aid award. Each Financial Aid award in power fades has a code right? So I'm going to create this award code and it's going to have the setting for unique for merging OK?

This would appear and you don't have to display it actually on the entity like as as it's displayed, but you just have to have the field you have to have it exist, it has to live somewhere, it just doesn't. You don't have to, you don't have to display here on the entity in this case, it's the award code I happen to know that in our power fade system are in Banner the Alumni award name is associated with this particular unique identifier. This unique code only belongs to that specific award, and ECOG has one and every single fund, or every single award or scholarship. Whatever it is long.

All have something that's unique to them, so I bring that over to make it something that's unique about this particular entity row that belongs to this student, right? So, so each individual entity. Wrobel has some type of unique attribute that exists alright.

In this yeah. So this is my financial aid case. This would be my unique. The award code would be my unique for matching field for my courses or class schedule entity. It would be my course name right? Because my course name in and of itself is kind of this unique string of characters and information that actually make it unique in and of itself so.

So whatever, whatever it is, find that unique field create one.

Or or find one that that is actually already unique. Go ahead and create a source format because you want to kind of have some of this stuff be standardized and streamlined for importing data into slate. So if you want to create a source format that is called, you know financial aid, entity update or fill in the blank entity update, select your format, do all your remaps. This is all covered in documentation, so I won't spend time too much on these.

On the settings for a source format, but source format basically just saves you a little bit of time when you're importing data and when you're importing. Maybe the same types of files over and over again, or some level of frequency to save you some processing time alright?

Once you have your source format created and you've got your entity built, then take a look at your source file, right?

My source file is actually going to have two.

Unique for merging criteria to unique for merging fields that are a part of that source file. Column A here in my Excel is that unique award code, so the award code that has this unique number that's attached to each individual award the Alumni award or the Stafford Loan or Presidents. All those are unique. I'm going to have another unique for merging ID in column B and that is to attach it to the person that I'm looking for.

Because with this import I need to go find the right person 1st and then once I found the right person I need to go find the right entity row on that person's record to be able to update. OK, so you're going to have two unique for matching kind of columns or pieces of information that you're pushing in to this import. OK, when you go to your source format, staging or your upload data set, staging the fields that you're going to be looking at this is this is just that source file. Just how it would look once you start mapping it.

Right and you can see that the first 2 rows are your unique for merging, and if I were to click open those first 2 rows so the award code and then the student ID. Those are both unique for merging fields and what we're going to do actually now just to prove not proof, but we're going to test this.

Let me see if I can share my screen real quick 'cause I want to. I want to show it kind of conceptually on the slides there, but then be able to show it in real time. You guys should be seeing my screen here.

So.

In this case, and shoot your questions in the.

In the chat, if you have any, we've got Kendrick. We've got our person record Kendrick and here's Kendricks financial aid as it exists for his first year. Right here is awards that exist in this beautiful entity, awesome, but in fact, this status is no longer true. I have a file that's waiting to be uploaded that in fact changed his status is for each of those financial aid awards in power fades or whatever they changed. He accepted all of them, but I don't want to create 4 new rosoman today.

I just want to update this status from declined to accept it. OK, so I'm going to jump over to my upload data set.

I've done a little bit of practicing just to make sure it worked.

The Julia Childs method have the cake already baked in the oven and choose my source format that I already created. I'm going to put in the proper folder structure. I'm going to choose the file that I have and this is the file that we're looking at.

And instead of declined, we have this new status of accepted. This is the information that I want to update because this is the file that I'm getting from financial aid.

So that's there. I'm going to upload it. I'm going to go to my source format, let me go. Actually, let me just push the import real quick.

Thinking hard about that.

Document clearly.

Thinking real hard about that. Oh there we go. Alright so we got it.

The import.

Loaded, I'm actually just going to jump right here to the source format. OK, it looks like it picked it up, which is awesome. I'm going to re map actually just so we can go through this. OK, so here's where we were. Here's that staging settings.

You can see that the destination is this entity and award code, and you can see that that that award code field is set for matching criteria unique for matching criteria. And then my application fields. This is actually looking at specific application on a person, but this is that unique. This is finding the person Kendrick specifically but also a specific application on Kendricks person record and then I've got my various entity scope fields OK, great value mappings should show up great. OK awesome. I'm gonna review.

And I'm going to retroactive refresh. I'm going to push.

Um?

I'm going to push all the.

Records that may be affected by this import specifically, and then, let's go take a look at Kendrick oops, something happened so that is good sign. So let's take a look at his financially identity and voila.

There are new no new rows. It didn't add any entity rose to the entity. It simply found the unique identity of the entity row. Eat the unique identity of the entity row on his application record. An only updated the information that needed to be updated as opposed to create new.

Cool OK.

So back to the.

Slides.

Alright Amanda, with a oh sorry I missed these two. Sorry I made. How might you recommend using a form to update specific entity information? For example, if an event registration comes form contains entity fields for advising notes.

How would you set up the form to update correct entity when an advisor edits the registration to input their notes?

Good question Amanda and I know I think we've had kind of had this conversation before.

You know there there would still.

The need still exists for some type of unique matching. The former, the field on the form needs to know what to go an fine. So if that field if that form field is mapping to a unique for merging field on the entity, an entity scope field she know that is getting a little confusing now that I'm even talking it out.

I'd have to think about that one the good question.

And if anybody has thoughts, go ahead and post them.

Um, but yeah, you, you have the ability and again Amanda brought up a great point about nuans right? OK, so they say we've got this form that is pushing that is living in or these form responses that are living in entity form.

And it it kind of goes back to the conversation and not everybody is going to be different. This example that I'm building out is really for kind of like importing, pushing and pulling data points from from another system. So Amanda brings up a another kind of more unique nuanced to their specific process.

I don't know. I'm going to. I'll have to think about it, Amanda for sure and I know like I said, you've brought it up before so.

Something to think about for sure. OK, next and final topic and this is less so if we talked about dynamic event portal widgets right where we were looking at configurable joins and we're diving into subquery exports and nested subquery exports and independent subquery.

Face pretty complex are pretty advanced kind of usage. Then we talked about OK, unique for merging entities and updating and overwriting. Also relatively complex nudging. This concept of nudging is really.

Again, I like acetic in terms of complexity. We go from most complex to least this nudging thing. As a background. There's an awful lot of literature about this. This isn't new. This isn't a new concept. This isn't anything but I wanted to get you all thinking about it. 'cause I've been reading up on a ton of documentation, not slate documentation, just literature out there. The concept of nudging, right? Where you're kind of motivating or influencing somebody or group of people to do something to act to react.

To take out some called action, whatever it is, do something. It exists everywhere, right? We as consumers feel it all the time. It went when you get your emails from. I don't know a credit card company that says hey, your credit just increased. You've now qualified to apply for a new credit card or hey, we know we at Amazon. Notice that you bought. You know these shoes and so we've got these other shoes that look just like the shoes that you bought.

You buy these instead, or these two anyway, so that it exists and it's an old concept.

The data, right? The data that's crunched is really, really compelling.

And there's a lot of it out there. An imbalance which we'll talk about a little bit, but the overall point is the point that I want to make to you all is that you can do this inside of slate and something about nudging has become a really popular persistence and retention and student success tool.

Where by way of communication text, message or email or whatever you are nudging, quote unquote your beer reminding or kind of elbowing students to do something, or to be aware of something.

You know, like I said, this is basically just a concept where I want you to know that you can do this inside of slate via delivery, and you can do it just based off of like some filter criteria and timing kind of mechanisms. Or you can do it by way of automation, like a triggered nudge that goes out to people or person records as the result of them falling into a certain category or something happening to the record.

But the concept around nudging, so I've got some examples listed out here via SMS. And if you have the time to structure these out, it is somewhat of a set it and forget it mentality and it doesn't take up too much resources. And another reason why I kind of brought this up is that.

You know there there are like their services out there that you can contract and they do this for you, right? The point that I want to make is like this is entirely doable within Slate. I'm not saying don't you do whatever you want, but just know that the option is there to do it inside of Slate. You just have to think about kind of.

The concept of it and how you want to structure it and what data points you want to look at. So some examples that might be based off of timing is something like a graduation reminder, right? Hey, you know preferred first name if you're on schedule to graduate this semester. Don't forget to fill out your graphic graduation application soon. A simple one liner that says hey FY I this is what we're trying to do. You know this is what we want you to do or want you to start thinking about. The filter criteria is really basic if they're in. If you have a custom field that's like class standing. If there is senior.

Maybe fire off this text in the spring sometime in the spring of their senior year, right? The middle one is 4th course withdrawal advice. This would be like someone in the category of like a warning or you're trying to dissuade them from doing something.

So if you say hey, you student, you know if you're thinking about dropping the class, you know, pause, and maybe touch base with us first. Dropping class may affect your financial aid package, or it might affect your ability to graduate on time, but you're sending them this message as a a soft warning to say if you're thinking about doing this, maybe don't. Or maybe think about it. And the timing might be right around the drop add period or later on right before course withdraws are not available anymore for your freshman in your sophomores or something, right?

And then third is like a faster renewal reminder if you require the fast updated every year, you can say hey, just before the Thanksgiving break or just before the fall break or just before winter break. You can structure this to just say hey FY I or would you like to get a reminder text to fill out the FAFSA so when you're when you're home for Thanksgiving, reply. Yes. Now if you want and it allows you to to engage at some level when they when they reply.

There are also examples of like a text being sent via a trigger, so something like a low GPA. This might be one of the most common uses of kind of these nudges right where you say there's some type of threshold that a student has.

Fallen below 2.5 or something, or sappers whatever it is you know they've fallen below this threshold, and when they fall into that population when that's identified, we want this this text to be triggered so it would be something like, you know, we care about your success this semester. Do you want to learn more about tutoring or other academic services? Again, you're not. You're not calling them out specifically and saying, hey student, we know that your GPA is really bad, so we want you to do something about it. It's this softer.

You know, kind of notification that is trying to engage with them. I should say a lot of the data that's supportive of these are a lot of successful data that supporters supportive of these nudges is like for students that are under resourced or underprivileged coming into college, but first Gen underrepresented populations that that actually might not know or might not might be less reticent to go to tutoring or go to academic services. This is nudging kind of becomes this.

Helping hand, ultimately you're providing them with information. In this time they're triggered manner to be able to make sure that they can be successful. Or make sure that they're going to persist or retained. You know, and continue to be successful.

There's a concept of positive nudging too, which is the middle example. Their involvement, fair. So like, let's say they attend an event that you really wanted them to attend, you know, and you've got some statistics. Whether it's from your University or just kind of overall, statistically say hey, hey, great job. Thanks so much for doing this. It's this positive not do not. Actually you're not telling them to do anything. You're not saying, hey, you're late on your payment or your GPA is really low. You're actually just saying, hey, did you know that like people who get involved on campus or 75% more likely to graduate on time?

Or get a job or whatever this statistic is, you know. So we just wanted to say thanks for coming to the event, you know, and it's triggered inside of Slate to just go out as this as this positive reinforcement right? And then the last one too. If you've got holds financials, academic holds.

Maybe conduct holds or something. Again, you can kind of structure a soft way of engaging with them without actually calling out the specific hold or the specific problem. So if it's financial aid Holder there late on their payments or bills or something like that, it can trigger a message that goes out about the payment plan options right. Ultimately what this is about is informing students you know and keeping them engaged or making sure they are engaged so that they can be successful so that they can.

Come back next semester so that they can get involved or get rid of that academic hold that may have been on there.

On their their record that's preventing them from registering. So like I said, the concept of nudging super simple. It's not like it's not like a standalone feature that requires a bunch of really, really intricate settings and set up like the previous two topics. This is a concept I want to know that I want you to know that you can use it inside of slate and encourage you to kind of think creatively about the various groupings of students or populations of students that you could actually send this type of messaging too so.

Excuse me, so that's that so.

Three topics dynamic event portal widgets right?

Entity management are almost already forgot and then nudging. OK, so so.

These kind of three students success centric topics that hopefully you guys got some out of. So I'm going to open it up to questions. I want to scroll back a little bit. I'm sorry I was peeking over but I didn't. I didn't want to read these specifically. Alright, so Kathleen Nelson says I'd like to echo Claire Slayton's question from USF. Our students timeline are full of deliver messages, source uploads, appointments, events and interactions. Yep, that's fair or advance our advisors.

Our advisors find it difficult to get up to speed quickly when they glance at his students timeline. You'd like more control to filter who can see what on the timeline, especially confidential information. Kathy and Claire. Excellent question, excellent point.

There is actually, I believe there's a feedback up post that already exists, or a couple of feedback posts that support that concept.

Where it sits.

The ask is basically to get more granular control over.

How that?

Timeline appears and then who can access what on that specific timeline?

An option would be.

Actually, to Amanda Tyus, who asked one of the questions about entities, is to pull out have the information that you really want only your advisors to see without having to scroll through the entire comprehensive timeline. You actually have the option to kind of create another tab and to format just those types of notes, let's call it advisor notes or advisor messages. If you only want those to be displayed, kind of in sequence or in timestamp order from from newest to oldest.

You could create something like an entity that one to many relationship where you say that one student has all of these advisement notes and the advisors just need to go to that tab. 'cause that's really the most important information that they need to say to your point about like the timeline just being overwhelming Amanda, who's who's on the call actually had done something like that specifically for advisor notes. So that is a potential solution. As it stands now, Kathy and Claire to your specific question, there is not.

Um?

There is not currently a way to let's see to kind of edit and customize the timeline as it exists on the persons record. Now it is a Miss comprehensive aggregator of information from many different places, so the recommendation would be put it somewhere else on the persons record like a like a specific tab, whether it's via Entity or Benjamin. Actually you could. Yeah Benjamin brought up a good point you can query for those types of interactions that you want.

And push them over onto a custom Tab dashboard.

And you don't have to go the entity Route 4 for that, so there are options, but the options are not specifically kind of editing access to the timeline. Clear to your point with that, keep them confidential. It could, depending on the settings that you have on that specific user and maybe what tabs they can or cannot access. So so ultimately, yeah, yeah, the answer is you could keep them confidential.

OK, so I'm scrolling back 'cause I want to make sure we get everybody. Does the portal have to be configured with the security type requiring login for this right? OK, portals allow for those matching feared this would require sure.

It depends really. Steven to your point depends.

Come in via email where the link to the portal in the email could be appended with the user grid. With that work you do have you do have a lot of kind of options when it comes to how these, how your users are accessing this portal and security types. Nicole actually mentioned something about it too.

Manually reference to Nicole. Actually. Thanks for thanks for the shout Nicole. Yeah, Nicole has a solution down there. The list of unique right? So Justin is just commenting on that as well. Sorry I'm just catching up.

Benjamin, to your point in interaction codes can have their own custom permissions for talking about field level or ramification. For sure, any suggestions on using utilizing event portal pages to be able to filter on say virtual versus on campus events? We are finding that we're offering so many things between the two that would be really nice if we could allow a student to filter on what they're looking for cool.

Would we use two event widgets filters on the folder type? Sure yeah, so you could use two different filters. You could have something like a tabbed option as well for portals lot of different things that you can do inside of a portal. And Libby the person asking that question. I know you're pretty experienced inside of portals as well.

But yes, with this new enhancement, it allows you kind of a lot of granularity. If it is, you know two different.

Event widgets in in the same portal and they are experiencing kind of they would be looking at two different calendars and one is your virtual one as you're on campus. That's an option. You also have the option inside of portals to do the tab structure, so you've got multiple tabs in the same portal where one tab could be.

Virtual in one tab.

On campus, two different event widgets are counted, sure.

It could be either sure you could do that within two different.

It really just depends on your filter criteria. Ultimately that you're looking at Libby, so when you dive into the.

When you dive into so I'm going to go back here really depends on that filter criteria that you set.

Like there could be 2 specific event portal excuse me event parts event widgets here one would be displaying and few would filter in one of those widgets for only the on campus and then in another one only filtered down for the.

For the virtual options is what I'm. That's that's what I'm thinking anyway.

Yeah, OK, cool. This was awesome. We got 4 minutes left. One thing I want to add. This was fantastic. Hopefully you guys got a lot out of this. Remember like I said if you're.

We covered a lot of stuff and I talk a lot and I ran over some stuff really, really quickly like some concepts about configuring joins and like even entities like matching creature. Those are relatively complex concepts inside of state, so if you're like cash like this was overwhelming, why why did I join this call? I don't even know if we're going to student success. Insights like that's OK. It's OK. You're just kind of consuming this information as.

Just an observer. But if you want to learn more if you want to continue the conversation about how do we do this inside of slate, I'm always willing to have a phone call or or share my time. I know there are a number of.

Participants here have been fantastic. I love the work that you guys are doing. It means a lot we have for you know, for example we the number from the last community called this community call, like tripled in terms of participants. So the amount of our colleges and universities that are interested in student success efforts is growing so rapidly. That obviously makes me happy that there's so much interest in this. I just want to keep the conversation going. I'm going to continue to.

Get the end goal is to get you guys which you need to make sure that Slate can continue to be the product that really, really serves best your student success processes right? So we can continue expanding the user network and more users using slate more offices, so on and so forth. So I love the work you guys are doing. I appreciate your time. I appreciate you. You come in and listen to what I had to say. This will be recorded if you maybe missed one part or if you came in late or if you just say hey I want to.

I want to rewatch that entity management portion 'cause that part was confusing the way Ken described it. I need to watch it again, will make it available. I'll post it on the Community forum.

When that stuff is available in the in the knowledge base, but otherwise I appreciate your time. One last thing, so I want to continue this. I want to do this once the new year rolls around, but I want to flip this just a little bit. I don't want to for the next one, or at least the next couple. Let's say I'd like to kind of put my feelers out an and ask you all if you'd like to participate, and if you'd like to showcase a specific process.

That you're doing inside of Slate. You kind of get the screen time and I'd help you, you know, draw some stuff up. This would be somewhat akin to like the core content sessions at Summit. If anybody's been to some before where I'm going to see what you're doing, I want to I want you to be able to showcase and brag about and say we've got something really, really cool that we're doing for student success inside it's late and I want everybody else to see it, so I'll probably be asking for volunteers shortly after the new year will get something scheduled and we're going to do this again again, 'cause I love the conversation. I think it's important.

From kind of the mission perspective of student success, an obviously for all the work that you guys do to keep the needle movement, which is which is fantastic. So I will say thanks for coming.

If I don't talk to any of you guys before, have a wonderful holiday, a wonderful holiday break and will see you the next time. Thanks so much for coming. Appreciate it.