Melissa Pucci
01:33:58 PM
I will be right back.
I didn't realize you could walk the number go up.
Good afternoon, everyone. We're just waiting or good morning if you're joining from the West Coast. We're just waiting for all the rest of the participants to join and then we'll get started.
Scott Hoback
02:00:41 PM
Greetings from Reed College!
OK. We probably still have some participants that will join us, but let's get started because I want to be able to maximize the hour that we have this late morning, early afternoon depending upon your.
Your location, So my name is Melissa Pucci. I am the General Manager for Client Success here at technicians and I'm excited to moderate today's webinar. Our our slate presents Slate Spotlight, which is going to cover workflows for international students. And we are being joined by Rachel Riemann from Post Captain Consulting and Mindy Vollmer from Mount Saint Mary University in Maryland. So.
Just a little bit of of housekeeping. The webinar will be recorded or is being recorded and will be made available for viewing afterwards. So if you're watching this on video afterwards, we're we're happy to have you join us. close captioning can be enabled by clicking the CC button at the top right corner of the share window. There's also full screen viewing which can be enabled by clicking the expand button which is also at the top right corner of the share window.
You should you need to resync audio or video. Please just kindly refresh your share window.
Questions for this this slate presents can be posted in the questions I'm going to do my best to to try to answer some of the questions that come in as Mindy and and Rachel are presenting and there may be some questions that we might save. If I want them more discussed in the group, I will. I will save those until the end. Several participants did also submit questions ahead of time and we're hoping to get to some of those as well. Sometimes we don't have time to get to all of them, but we're going to do our best to get to.
Dawn Musgrave Demarest
02:03:19 PM
Hello from Dawn at Palm Beach Atlantic University
Niang-Hoon Chew
02:03:20 PM
Hello from University of Portland
Susan Wellington
02:03:21 PM
Hello from SUNY Broome Community College
Jessica Davis
02:03:22 PM
Hello from the University of Central Missouri!
To get to some of them and then also leave leave some time for those of you that again that have asked questions in the in the slate share. So feel free to introduce yourself in the in the slate, the chat at the at the right of the screen as well. And I'm excited to get us started, so I'm going to hand things over to Mindy and Rachel.
Erica Huk
02:03:51 PM
Hello from Coe in Cedar Rapids, Iowa!
Henriette Njabon
02:03:52 PM
Hi from University of Toledo!
Jackie Lingner
02:03:52 PM
Hello from Florida Tech
Stacie Lewis
02:03:53 PM
Hello from University of Tulsa
James Gilmore
02:03:53 PM
Hello from Elon University!
Stephanie Williams
02:03:53 PM
Hello
Elizabeth Williamson
02:03:54 PM
Hello from Albion College in Michigan
Nancy Lopez
02:03:55 PM
Hi, Nancy Lopez from Phillips Academy in Andover
Patty Stanfield
02:03:55 PM
Hi from CU Boulder Grad!
Melissa Petrosi
02:03:55 PM
Hello from William Paterson University in NJ!
Kari Korschgen
02:03:56 PM
Hello from the University of Evansville!
Bridget Banaszak
02:03:56 PM
Hello from Franklin University in Columbus, Ohio!
Isabella Dolande
02:03:57 PM
Hello from University of Colorado Boulder!
Patrick Borchert
02:03:57 PM
Salutations from Notre Dame College
Michelle Keuhn
02:03:58 PM
Hello from Oklahoma State University
Thank you, Melissa for your introduction. I'm going to briefly go over some terminology that we're going to use. As mentioned, I am a DSO, or designated school official for the For an idea, School official is a college or university representative who maintains records in the Student Exchange and Visitor Information System.
Tammy Abel
02:03:58 PM
Hello from Cedarville University in Ohio!
Stephanie Williams
02:03:59 PM
Greeting from Farmingdale State College
Maci Murray
02:04:00 PM
Hello from Bradley University!
Chris Dixon
02:04:10 PM
Hello from Wabash College!
Cindy Boles
02:04:11 PM
Hello from Missouri S&T
Which is otherwise known as Cevis. That's with the Department of Homeland Security. Today, we're going to focus on our graduate F1 students and how we at Mount Saint Mary's have moved the graduate admission process and the I-20 into one single workflow. The I-20 is a certificate of eligibility for non immigrant students that they will need to take to their U.S. embassy and consulate in their country in order to receive their.
Karen Kalriess
02:04:41 PM
Hello from the New York School of Interior Design
Helene Quezada
02:04:42 PM
Hello from Manhattan College!
Jason Dart
02:04:42 PM
Howdy from Michigan Tech!
Shelby Mansfield
02:04:43 PM
Hello from Purdue University Fort Wayne!
Emily Davis Hamre
02:04:44 PM
Hello from Agnes Scot College!
Isabel Maldonado Ramirez
02:04:45 PM
Hello from Palm Beach Atlantic University!
Caileigh Baker
02:04:46 PM
Hello from Wentworth Institute of Technology!
Kaili Zhang
02:04:47 PM
Hello from the University of Tulsa!
Margaret Foster
02:04:55 PM
Hello from SUNY Geneseo!
Anil Rana
02:04:58 PM
Hi from Tulane University
Jack Ryan
02:04:59 PM
Hello from Wentworth Institute of Technology!
Now, Mount Saint Mary's University, we're a small Catholic University located in Emmitsburg, MD, and our Division of Continuing Studies is located in our on our satellite campus in Frederick. You're probably asking yourself why a small university wanted to build a workflow for just a small population of graduate F1 students. And if you had asked me in November of 2022 what we were doing, we were just.
Those inquiries and spreadsheets to handle our our international population.
Mas Mastriyana
02:05:29 PM
Wayan Mastriyana, Virginia Commonwealth University
Ying Liu
02:05:30 PM
Hello from Columbia University
However, in December of 2022, we woke up one day to having 200 plus applications, which are normal applications for international students. In a month was less than nine, so we had a drastic increase and it was thanks to a popular Nigerian YouTuber who featured us in one of their videos. We were mentioned in less than 15 seconds, but they displayed that we offered a free application after talking to our.
Ginny Shim
02:05:40 PM
Hello from Canisius College!
Leave US Rep who verified that these are real applicants. They were looking to study in the states we decided that we needed to move.
And track these students from APP to I-20. And so we needed to move fast in order to get them in for our Fall 2023 semester. So I reached out to Rachel from Post Slate and was like, please help us. And so she helped us design and build the workflow as it is today.
I really stress with Rachel that I wanted to include the admissions process in this workflow so that if we were to hire somebody to help us verify documents, they would live in one single workflow and wouldn't have to bounce back and forth between our admissions workflow and the I-20 workflow. And so I'm going to pass it off to Rachel so she can talk a little bit more in detail about the IT side.
Good afternoon everybody. Rachel Rieman from Post Captain Consulting. So we have been working with Mindy on and off since this summer and then she reached out to work on this workflow together. As she said, we started off by bringing in the admission process bins. Umm and then the rest of the flow is pretty, pretty dependent.
On the decisions that the student is at in the process and then the review. So I'll go over.
A quick overview, uh, these are just the bins that we're using and then these are the rules that we've set up and then I will go into those a little more in depth.
So as Mindy mentioned, it was super important that the person is was operating just within that workflow. So we needed to set it up so that we had these pre I-20 bins. We have the awaiting submission which echoes this awaiting submission. Then we have the awaiting application materials which echoes the awaiting materials bin and then as soon as the student is in read one, they'll move to the awaiting decision bin in the I-20 process and they will stay there.
Until an admission decision has been received. So once a student is admitted then they will move into the awaiting I-20 materials bin. This bin generates a Group A checklist group.
Of all of their I-20 materials, this process does differ. Every school is a little different at what point in time they want to start collecting those materials. They know. Some schools want to start collecting the materials as soon as the student applies, just to give them enough time to actually have the materials in. Some want to wait until the student actually matriculates and and and roles. So or indicates that they're coming. So in this instance, as soon as the student is admitted, they receive these checklist items.
For the international pieces that are needed to process I20.
Once those materials are received, if we have not received the decision form for the student.
They'll move into this awaiting enrollment decision bin.
They do with with so many applicants, they did not want to review the I 20s unless the student indicated that they were going to matriculate. They were coming.
So once the student does matriculate at that point in time, if everything has been received, they will move into the I-20 review process.
That is all controlled in the rules. So this is just an overview of the rules. We have several skip rules. They are all separated just for ease of modifying them as well as efficiency of the rules overall.
So we are excluding anybody that's in an inactive term. This is only for their graduate population. So we're excluding anybody that is not a graduate student.
I will discuss the bad decision, Ben. Clearly you could tell we were doing this on a Friday with a lot of fun with our naming convention, but we are skipping anybody that prior to entering into this workflow has a a bad decision you know has been denied or withdrawn.
And then we're skipping anybody that's not international.
From there we move into the more mechanics of the actual bin movement, um just briefly. The remove bad decisions we'll discuss as well. The keep in bin is to ensure that once the student has been moved into that final bin, they stay there. This is useful in case we need to send somebody back through the I-20 process. Umm we are. We have a rule to actually bring them into those initial.
Bins that we discussed earlier as well as rules to bring them into awaiting I-20 materials and waiting, awaiting decision and then finally the review so.
Rennata Tropeano
02:10:58 PM
Hello from Trinity College!
Looking into these a little bit more, that bad decision, while I talked about it, just wanted to take a moment and discuss the difference between removing the bad decision and skipping the bad decision. So the reason you need to have both is that we want anybody that has a deny, a withdraw, a cancel, any of those bad decisions prior to even being considered for the I-20 to be skipped. We don't want them to come into the process.
However, if they're already in the process and at some point in time you know they're in one of those awaiting bins and they end up being denied, or they end up canceling, but they're already in the process at that point in time, we also want to clear the bin, and since those happen in two different different ways, we had to have two rules, so the skip rule will skip processing while the remove bad decisions if you can see clears the bin.
When we move into the Bring into I-20 review bins, I just wanted to note that this is run off of if they have their matriculate, if they have their metric decision.
And if they have all of their, uh, checklist materials.
So once all of that is satisfied, the student is in read. In our workflow, we set up some views so that we could actually look at the materials that we were going to be reviewing as part of this process in workflows this is.
Extremely powerful with configurable joins. I love it. It's so it gives you so much power to put items in. So the I-20 review form we are only showing in the approved or deny bin. We'll touch on that a little bit at the end.
From there we have the checklist items that we're bringing in as different sections, UH the application information, the passport, financial affidavit, and student information forms, and then the reader review forms from the actual application.
Within the application information we actually are using a data container.
Which is new for this style of workflow. With the data container you can put in a specific pieces of information from the students record and display them in a way that really makes a lot of sense for your process. So in this instance we wanted to list their schools, but we also wanted to include their transcripts. The way this works, we built the material stream for the data container and then in the page builder section.
Uh, gave it the school or gave it a page title and then all of the different exports that we wanted included. What I wanted to point out is this part that says section if you do a subquery export and you put the word section.
Title. You can actually control what the title of the page is.
So in this instance we have made instead of school One, school two, school three, we have made it Mount Saint Mary's University and then their level. So just again what that looks like if you put in that section it will allow you to dictate what it is using the exports or what appears using the exports.
Sveta Zlatareva
02:14:24 PM
Is Mindy the only DSO official at their institution? I.e., no one else processes intl documents?
Additionally, with the UM data container you can attach documents to the end of each page, so in this instance we are putting the transcript.
On the end of their material stream and it looks like this. So here is in their application. You see here is the data container for their school. And then the next page would be the transcript. So it allows you to have this really clean school transcript, school transcript for the student. And you can do this with a lot of different things. You can do this with test scores. Oftentimes there are some pieces of personal details that people want to include but you don't necessarily want to show.
The entire application you know you really, you just need this person to know their basic biographical information and maybe the country that they reside in.
All of that can be accomplished with the data container, and in that way you don't have to include the entire application that may or may not have sensitive information that you don't want another office or anybody else reviewing.
So once this is in the read bin for the I-20 process, this is just a copy of what the reader form looks like in this instance. This allows the reader to just verify that the passport is is is valid, is not expired and then looking through the financial affidavit it allows for the.
The addition of the various different financial document amounts that will then be totaled. So here you can see that they have an amount that is required for the I-20 to be issued. And when looking through there or when working through this reader form, you can enter in amounts here financial document 1-2 and three and that gets added up so you have this clear view of if that student has enough funding represented.
For the I-20 to be issued.
If a student says no, or if the reader says no to any of these items, this comment allows the reader to put in a comment for the student. So it will say If the passport verified is no, they can put in a comment here that will say this passport expired.
March 31st, please upload a new passport.
So you can reach out to the student and have this information to allow them to upload additional materials to process the I20.
Once they submit the reader form, it goes to either I-20 Approved or denied and this is where I talked about the review form being appended to the beginning of the views.
So the person that is processing all of these I 20s needed a quick way to be able to go in and just issue these I 20s without having to dig through all the financial documents, look at everything, make sure that everything was verified because there's just so many students at this point in time. And so this the way that this view is set up and approved. The reader form here with all of the verification is the first thing they see and then if they want to delve in more each of the other sections of the view for the reader.
Are still there, but this is the first thing that that that reader is reviewing.
And that lives here in the I-20 approved or I-20 denied. So Mindy is actually going to jump back in and talk about what happens after we go into the OR after they go into the approved or denied bins.
I did want to highlight here that we made another Ben in the review column so that if a student was missing specific information that we could pop them into that that bend so that they could. That our person who's reviewing them could go back to those students and kind of and check in on and see what they were missing.
So for the I-20 process then, it made it pretty smooth and easy. Now that the reader has filled out the reader form, the DSO can go in to see this. Pull up the reader form, pull up Cevis record and start that initial I-20. All the key components for the I-20 are on the reader form and it makes it such a smooth and more time efficient issuing of the I-20. If you're DSO, you know that sometimes we get multiple.
Documents for the financial affidavits we've had plus 50 documents for One Financial affidavit. So it's good that we can have someone go through, dig through it and put it into the reader. So it's very clean and concise and then if we do have questions, we can go back and look at the documents.
We created an I-20 decision so that we could print the I-20 and release it to the student through sleep. The student then will get a.
Ginny Shim
02:19:34 PM
Who reviews those documents if Mindy is not the one reviewing them? Which department do they work in?
Sveta Zlatareva
02:19:35 PM
It sounds like Mindy does not "read" the financial documents needed for I-20 - who reviews those documents?
Status update. They will have to securely log into their status portal to receive the I-20. This makes it easy for us because we can review who has viewed and downloaded their I20.
And when we release the I-20, we also send an e-mail to the student about next steps and an introduction to their DSO who they will report to when they come to the US. So this is our handoff point from the admissions DSO to our registrar.
So this is a new process and we're still mending it and building it as we go. So we appreciate your time and I think we're ready to open it up for questions.
Wait, I mean we had a couple questions just come in through the chat that at that. I think I'm just going to tee up first and one was are you the only DSO official at your institution And then and the example was no one else presses the international documents And then there was a couple of follow up questions, is that if you don't review the documents, who who does that and which department do they work in?
Those are both great questions. We have 6 DSO's.
Sveta Zlatareva
02:20:50 PM
Jinx @Ginny
That our college, our university, two of which live in the Division of Continuing Studies and they're specific to the graduate. So I am the admissions DSO and then we have our registrar DSL. So the handoff happens. Then after we issue the I-20 to the registrar DSO. The other DSO's live in our seminary and our undergrad, SO2 in our seminary and four in our undergrad. And when we first realized that we were featured.
In the YouTube video, we decided that we probably would need somebody to help us review these documents. So we did hire a international student enrollment specialist. So she will be our reader, she will go through and and and she does go through and evaluate those documents for us.
Leslie Jacobson
02:21:58 PM
Are you using materials or the letter to release the I-20?
I'm sorry, a couple more questions just from the chat, because I think they're they're they're pertinent to what you've already been discussing. Are you using materials or the letters to release the I20?
Yeah, it's a decision letter.
Adrienne Gigantino
02:22:14 PM
Can this work with Terra Dotta or are your I-20s being issued in SEVIS real time?
And then can this work with Teradata or your I-20 is being issued in service in real time?
They're being issued in Civis in real time.
Katie Nadorlik
02:22:31 PM
Can you please talk about the the I-20 decision code is formatted?
We also have a question about the I-20 Decision code. How if you can talk a little bit about how the I-20 decision code is formatted?
Emily Kukwa
02:22:34 PM
Hi from University of Richmond from a Mount St. Mary's grad!!
Yeah. So the I-20 decision code is.
Katie Nadorlik
02:22:40 PM
How it is formatted, rather!
Lynne Murray
02:22:42 PM
did you say you add a decision code?
Lynsey Steele
02:22:47 PM
This isn't specifically workflow related, but does anyone get their applications/forms translated? Anyone have a good service they use
Coded as a correspondence code. So it's not, you know, when you're in the decision code section. You can either make a decision code or a correspondence code. Correspondence is typically used for, historically, financial aid letters, honors application letters, I-20 letters. And the great thing is, if you're not familiar, those sorts of decision codes are not impacted by a query where you pull the most recent.
Release decision or the rank one decision, They are strictly correspondents, so when you're looking at funnel data, those won't be included in it.
All right, let's see. Here's another question from the chat of can you speak about the I-20 and the portal process?
Stacie Lewis
02:23:36 PM
Can you talk about the I-20 in the portal process?
In in the in terms of releasing the decision.
Excuse me, if you want to just add a follow up in the chat I'll I'll I'll read it for them.
Adam Huang
02:23:57 PM
i signed on late....Is this built on a form?
So I'm going to try and answer with what what I'm processing is the question. So in the portal with those correspondence decisions, when they are released that element is similar to the decision. So the student receives a status update e-mail and then they go to their portal and they do have this view update.
Melissa Pucci
02:24:09 PM
@Adam, can you clarify?
Once they select View Update, it will take them to the page that has their I-20 similar to the decision letters.
Elizabeth Williamson
02:24:26 PM
What was the persons title again that you hired to review international applications? International.....
All right, here's another one from the chat. What was the person's title again that you hired to review international applicants?
She's an international enrollment specialist.
OK, and here's another one that is again.
Elizabeth Williamson
02:24:40 PM
thank you!
Luke McGrath
02:24:57 PM
We have an issue with students only submitting part of the total required documents.. for example, they will only submit the passport and not a bank statement. Does this process alert students of that or is it an outreach situation on your part to let students know they are still missing documents?
You're welcome, Elizabeth. We have an issue with students only submitting part of the total required documents. For example, they will only submit the passport and at a bank statement. Does this process alert students of that or is it an outreach situation on your part to let the student know they are still missing documents?
Yes, I'm sorry, I'm trying to find that. There we go. Since these are set up as checklist items, this will follow the same mailing convention where we send mailings out saying.
Adam Huang
02:25:34 PM
Nevermind, I saw the screenshots
You know dear student, we still need these following materials from you. So on the front end, that takes care of students not submitting the materials prior to being reviewed because we're checking them in and saying we still don't have your financial affidavit. Once you're reading, if you are in the process and determine that you don't have the proper materials, like once you're actually in looking at the materials themselves, that is rare these comment.
Fields will come into play. They can be used to say, you know, we were looking at your financial affidavit and we really need you to provide.
An actual bank statement, Something like.
Sveta Zlatareva
02:26:10 PM
Do they then download the "decision letter" I-20? Similar to a Financial Aid letter?
We also have a follow up, a follow up question regarding the the decision letter. Do they then download the decision letter I-20 similar to a financial aid letter?
Yes. And then they have to sign it so that they can go to the their embassy.
Breonna Collins
02:26:26 PM
are the comment sent via email or found on their portal?
Breonna Collins
02:26:28 PM
*comments
OK. And then we had a follow up question regarding, are the comments sent via e-mail or are they found in their portal? I think that was a follow up to what you just described.
Kayla Miller
02:26:33 PM
Do you merge in the reviewer comments to a Deliver mailing? How do the comments get to the applicants?
Jackie Hall
02:26:44 PM
Are the additional comments to DSO shown on the student's checklist, their portal or sent in an email?
Yeah, so you can actually do both. I have seen instances where they will both send the e-mail and have a little section in the portal that pulls in those fields. And oftentimes we'll make a note in the field that says this is student.
Facing just so that the people filling out the form are aware, but in this instance with such a small team, that wasn't necessary. But then.
It it really is up to you and at what point how many touch points you want with this information.
OK, there was a couple of follow up questions to that. Do you merge in the reviewer comments to a deliver mailing? How do the comments get to the applicants? Are the additional comments to DSO shown on the student checklist or portal or send an e-mail and?
Yeah. And again, so as Mindy touched on earlier, we are finalizing this process. So the one piece that we haven't talked about yet is the additional checklist item. It is often that you will have somebody going through this process have an additional passport checklist item. So then once this passport verified is flagged as a no, then that generates the additional passport that then can be fulfilled.
Um, by an additional passport material. You would have to have a different material, just so you know, if you had the same material attached to both checklist items, it would mark it as received with the original passport. So that's kind of a the next step for this process that we are working on.
Leslie Jacobson
02:28:13 PM
@Rachel, are you aware of schools e-signing in batch? We are using ISSM, but then each I-20 still needs to be signed.
OK, one more question from the chat, Rachel, are you aware of school's E signing in Batch? We are using ISM, but then each I-20 still needs to be signed.
I am not aware of schools you signing in batch. I don't know Mindy if.
And here's another Do students have to initiate the I-20 request, or is that fully based on confirming their intent to enroll?
Henriette Njabon
02:28:38 PM
Do students have to initiate the I-20 request? Or is that fully based on confirming their intent to enroll?
It happens right after they're admitted, so any admitted international student.
And the follow up to that is how do you handle it when students need to request I 20s for dependence?
Henriette Njabon
02:28:49 PM
How do you handle it when students need to request I-20s for dependents?
Uh, that is located on one of our checklist items and that's embedded in a form, their student information form.
Those are the questions up. We're up to date on the questions in the chat right now. So would would you like to tackle some of the questions that were submitted ahead of time?
All right. So we had a question about what is the timeline from project initiation to go live for this type of workflow?
For this workflow for Mindy and myself, we put it together in one one hour meeting. That being said you have to take into consideration that I've built a lot of workflows. So and and this you know we had, I had built an I-20 workflow before so it was it did move quicker because we sort of knew what we needed to include. I think that we used a second hour to kind of go in and adjust the process clean up and then we're planning on a.
Third hour to work on that the checklist section that I just referred to. So it's not like a huge multiple week process. I think if you're organized and know what your university process is and how you want to build the bins, the workflow editor is very user friendly and it is easy to to move through. So getting the workflow put together in its initial form is just an hour or two of work.
Thank you. We have another question in the chat that I think is great for all of you to address. How do you put the I-20 into slate for the student to access it?
Dawn Musgrave Demarest
02:30:38 PM
How do you put the I-20 into Slate for the student to access it?
Are we uploaded as a letter in that decision?
Stacie Lewis
02:30:49 PM
For the I-20 decision, is the letter a Custom Letter Upload?
OK, there was also a follow-up question from someone else about Is that a custom letter upload? So here is another chat question. If it deposited student elects not to request an I-20, what is the best way to waive or remove document requirements? Bank statements?
Marcus Johnson
02:31:07 PM
If a deposited student elects not to request an I-20, what is the best way to waive/remove document requirements (bank statement, support affidavit, etc.) from their checklist?
Support affidavit, the support affidavit, et cetera from their checklist.
So there are multiple different ways that you could do it. You could go ahead and waive them. It depends on how many.
If you're looking at hundreds of students that are going to waive NI 20, I mean I would first look back at, OK, what is the rule in place is assigning these I-20 materials and do we need to make some adjustments so these aren't getting added when they really shouldn't be. But then if it really is an instance where the rule cannot be changed to add the checklist items and you really do have a situation where people are opting out, I would consider doing some sort of a bit field of, you know, opted out of it.
20 and maybe running a retention policy to remove the materials? Something to get them out of there or um.
Considering making another rule to bulk wave them.
Lynne Murray
02:32:19 PM
in batch? like the finaid batch?
There was a follow-up question to the the custom decision letter. Do you do it in batch like the financial aid letter batch or do you do them individually? Is it a more manual process?
We are so small that we do them individually.
I used to do my scholarship letters like that too. That was long before the batch import existed.
All right, we have. Let's see, We're caught up I believe on questions in the chat. So you all have great questions. Thank you so much. So we can turn back to some of the questions that were pre submitted.
I think we had a question about the transfers. How do you account for exceptions to the standard process, such as transfers transfer Inns in which you must wait for the service record transfer or change of status?
They're currently these students are gonna work through the same workflow and they're going to end up in our approved I-20 bin and still queued for the DSL and that DSO will have to wait for the CS record to be transferred. But it is a great question and it's really made us think probably about including another bin for transfer students.
And this is this is an instance too, from a functional standpoint, if you wanted to bring students into this process, that wouldn't normally be brought in.
There are some other workflows where we've done. Again, I love the bit fields, but basically like the bring into I-20 process flag and then you can add that into the rules so that if the student has that flag, they can be brought into the process even though they might not fit the original parameters.
We have another question that came in just before it came into the to on the registration card, best practices for catching and sorting students who are missing documents that may not automatically appear, the English translation of transcript scratch cards, et cetera.
Umm, I I guess I would want to. I would want to clarify what they mean by.
Ohh, you're muted, Melissa. Sorry.
Um, I do have Zachary who asked this question from Montclair State should be in attendance. So if you have any additional details you want to share in the chat that would be great and I'll I'll relay it to Rachel and Mindy.
Until then, I have another chat question. Do approve students in Slate automatically get assigned to Synapses? Am I saying that right for the DSO to issue the I20?
Luke McGrath
02:35:11 PM
Do approved students in Slate automatically get assigned to Sunapsis for the DSO to issue the I-20?
And then we go in to see this.
I don't know what synapsis is so.
We did have a question about um.
Luke McGrath
02:35:37 PM
Sorry - something we work with
We had a multi part question about.
Heather Augar
02:35:51 PM
If students defer to a future semester and you clone the app to that next semester, is there any way for the financial documents not to be cloned over without manually removing them.
Here's another if If students defer to a future semester and you clone the app to the next semester, is there any way for the financial documents not to be cloned over without manually removing them?
That's a great question. I feel like, Rachel, you might have a good answer for that because that's something that we're going to end up doing. We do have a band designated for students who may we issue that I-20 and then they.
Either don't get their visa or don't get an appointment at the embassy in time. So we're going to have to defer them to the next semester. So we do have a bend structure for that and we have talked about them moving through the workflow again, but we haven't really worked out the logistics for that. But I bet you that Rachel has an awesome plan for it already.
So I'm. I'm sorry, I'm just thinking. I'm trying to remember. Is it in the chat? OK, there we go.
You can select to not clone over their materials.
So you're in the student record, you say clone the application. You choose the next the next round. At that point in time you are able to select if you want to clone over there.
Review forms or materials and at that point in time you would want to just unselect materials. There may be an instance where you would have to move over a few of the materials that should be, but I think that it would be less than.
That also may be a great question for the forums too. If you want to you know have a little overview of how some of our other schools are are handling it the that I feel like that's a great forum question. Ohh we have a follow up on Synapses is a separate program that transposes information from one system into service. So much of their information is pre filled on the I-20. It's a time saver.
Jason Dart
02:38:06 PM
Sunapsis is a separate program that transposes information from one system into SEVIS so much of their information is pre-filled on the I-20. (It's a time saver if you know how to use it.)
Jason tells us if you know how to use it.
That's awesome. And it might be a big pipeline dream and I know that I haven't shared this with Rachel yet, but it would be also a great thing to have Cevis integrated into our slate system so that we can know when students pay their deposit on their or pay their service fee. So sorry Rachel, but that's probably a future project for us.
Helene Quezada
02:38:40 PM
Would this include an automated notification sent to the student to request updated I-20 documents for deferral requests?
We also have a question about. Would this include an automated notification sent to the student to request updated I-20 documents for deferral requests? I think this is a follow up to.
The question we talked about about cloning it the students deferring to the next semester.
I don't know who built that entire process.
Yeah, so the notification sent to the student to the request the updated I-20 documents is based off of the checklist and off of the mailing that you set up for missing checklist items.
Um, so that notification absolutely can be set up if there is?
If you have cloned to the app and you do have new checklist items on that application, it would still send them the missing I-20 documents in that in that mailing.
OK, we are caught up on the chat. We had a couple here, a couple of questions that were come came in beforehand.
I don't know if your current process Mindy, does have a Do you have an operational process for adding a checklist item that is outside the checklist group? Or are you just capturing all of your international documents through that check particular checklist group?
Yeah, everything is is caught through that checklist.
And there are ways, even through the reader review form, to capture additional checklist items as well. You can check off those items that might be necessary during a review that can then.
You know, go store in a field and you can have that rule run to add it as an additional item. Or if you're an international population that you're processing is small, it's also possible to manually add those checklist items to if you wanted to.
Let's see, we had a question about managing students who were undocumented, DACA, TPS, refugee, asylee, illegal and so forth. And that was a two-part question of do you make sure primary citizenship is blank, so they have a citizenship status of blank And did you create a custom or have you created a custom citizen status type to accommodate this?
So for the first part in the students record for the citizenship country, I have often seen people choose the foreign slash unknown option for the DACA students just so that they have that they're a foreign student, but that they don't, they don't capture the country. And then Mindy, I don't know if you want to take this second part for what you guys do.
Yeah, we don't currently have UM.
Different non citizenship status types.
Usually a student will reach out to us if they are not within the F1 student type, and we deal with that on A1 on one basis.
For the and I'm talking specifically for the, the revision of continuing studies in the graduate side, our undergrad may have a different process.
But if a student is a different visa type, then we will ask them to upload the visa. We'll create a checklist item for them for the visa, but if they do not have any type of visa, then we usually are PD. SO and our CS Rep has recommended that they go to the Department of State and get a letter that says that they can study full time.
Melissa Sweet
02:42:31 PM
Would it be possible to expand upon a default workflow with something like this? Financials are currently check as a part of our decision release. I-20s are only offered and transferred to our international office to process once a student receives a regular admission at our institution.
And we have another question in the chat. Would it be possible to expand upon a default workflow with something like this? Financials are currently checked as part of our decision release. I 20s are only offered and transferred to our international office to process once a student receives a regular admission at our institution.
I mean you you definitely could integrate some of this into a default workflow, but I suppose my question would be.
Like why would you want to? I would really want to encourage people to think about I I'm a workflow crazy person. I think that it keeps everything super organized and while you hypothetically could put a bin in a default workflow that handled the I 20s.
I I would I would struggle to think of a reason that it wouldn't be easier to just have a separate workflow just to keep everything organized because once you add in something like this.
So I'm sorry, I'm reading your comments again, Melissa.
So you're checking the financials as part of the decision release process and I 20s are only offered and transferred to the international office process. So my question is while yes, you could do it through the default.
Are you? You would want to think through the process. Are you going to have an I-20 bin? And then at what point will students be in the I-20 bin or the admit bin? And I think that.
Stephanie Williams
02:43:50 PM
I thought DACA, TPS usually go through regular admissions?
Logistically, you would want to make sure that you're not experiencing a situation where students are bouncing back and forth between the bins. I think that.
Um, it's possible, but you would want to be very sure that it is what is going to be the best interest of the process.
Melissa Sweet
02:44:11 PM
Thank you!
Trevor Kingsley
02:44:24 PM
Can you recap the material stream and review form functionality?
Melissa says thank you. And we have a question of can you recap the material stream and review form functionality?
So I'm just going back in there.
So this is the material stream for schools.
So backing U one step here is the material, the views that we have set up for each of the pieces of the application. So in the material stream the data container if that's what you were wanting to see.
We are bringing in the school and the relevant information about the school and then using the section header to do the school name and level of study.
As well as adding the document, their transcript to the end so that their data container looks like this with the school and then the transcript after it for the other pieces of the material. We're just bringing in the checklist items in different sections so that school section is up here in the application information.
Yola McCune
02:45:41 PM
SHi tephanie Williams - how do you tag DACA and TPS to exclude? Often they have citizenship of Foriegn National becasue they entered a country of citizenship
The I-20 review form is only viewable from the approved or denied bin. That's because that's the the piece of the puzzle that the the person processing these is most cares most about. The application information. In addition to this school section contains a little bit of biographical information. It's also in a data container, but it's very basic, just their their name and and some basic information about their citizenship.
Melissa Pucci
02:45:59 PM
Data Container article in Slate Knowledge Base: https://knowledge.technolutions.com/hc/en-us/articles/9542785890459-Data-Containers-
Then the passport, Financial affidavit and student information form are checklist materials that we collect from the students, and the Reader review form is their application Admission Reader Review Form.
Um, the review form itself.
Sorry, the click there is fairly straightforward. We look at if the passport is verified, we have some calculation fields that will take the financial documents that they provide and then sum the amount that is shown on those documents. And then there's just this total section that looks at the required amount for the I-20 to be issued and if it's BeenVerified or not.
Text fields. The comments are used to pull in additional comments for the student for materials that we need things that.
We need extra pieces of information about, so if for example the passport is no longer valid, you can put a comment in here that says please.
Provide a valid passport.
Trevor Kingsley
02:47:18 PM
Thanks!
You're welcome Trevor. We have, we are caught up on our questions in the chat and we have covered most of the questions that came in ahead of time. There are a couple that were submitted and the the ask fee is not an attendance but we needed a little bit more information to provide a full answer so.
Elizabeth Williamson
02:47:58 PM
Can you go over again or elaborate on how you eliminate the back and forth communication between students and enrollment staff on gathering correct materials please?
Jessica Davis
02:48:00 PM
Thank you, ladies! This was great!
Hopefully we will have them come to a community conversation or post those in the forums, but any lingering questions Ohh we have one more. Can you go over again or elaborate on how you eliminate the back and forth communication between students and enrollment staff on gathering correct materials please?
Melissa Pucci
02:48:09 PM
You're welcome @Jessica!
Yeah. So I'll jump in a little bit and then Mindy maybe has a follow-up comment. So primarily it is through the reader.
From the reader standpoint, from these fields and making sure that this goes back and generates additional requirements for the student. So from functionally from the I-20 it is through the comment fields here. And Mindy, I don't know if you have the perspective.
No, I I mean that's why we built this reader form was so that it was very clear as to what we we still needed from the student if if they didn't already qualify.
Elizabeth Williamson
02:48:49 PM
Wonderful!!
Diane Hapke
02:49:06 PM
Thank you!
Sveta Zlatareva
02:49:07 PM
Thank you !
Stephanie Williams
02:49:12 PM
much appreciated, thank you
Lianne Noe
02:49:12 PM
Thank you so much!
I would like to thank Mindy and Rachel for their presentation and for their time and wonderful answers to all of your questions. And I'd like to thank all of you in attendance for your great questions, those that were submitted ahead of time and those that you submitted through the chat. This was one of the best chat questions of of the sleep presents that I've done in a while. Just a couple of housekeeping, this is recorded. So you will get a copy of the recording. And also my colleague Louise and I did a webinar on our sleep presents.
Elizabeth Williamson
02:49:31 PM
VERY HELPFUL
Evonne Briones
02:49:31 PM
Thank you!
John Eriksen
02:49:32 PM
Thank you for your time presenting!
Emmanuel Cruz
02:49:33 PM
Thank you!
Lynne Murray
02:49:33 PM
thank you all
Charles Karanja
02:49:34 PM
Thank you all
Lisa Freel
02:49:34 PM
Great job! thank you so much!
Luke McGrath
02:49:35 PM
Thank you!
Jason Dart
02:49:35 PM
Thank you all! This was very helpful.
Anil Rana
02:49:35 PM
Thank you so much!!!
Bridget Banaszak
02:49:38 PM
Thank you!
Jackie Lingner
02:49:38 PM
Thank you!
Evonne Briones
02:49:39 PM
Great info - thanks from Kansas City Art Institute!
Ken Mccague
02:49:40 PM
Thank you so much for your time, so interesting!
Dawn Musgrave Demarest
02:49:43 PM
Thank you!
On just the regular workflow, the workflow editor that was enhanced over the last year. So if you want to catch that, the recording should be available as well. And just to remind you that the slate stage schedule is out. So if you want to check that out to see some of the to see what's coming up and and definitely attend some of those, anyone can attend Slate stage regardless of whether whether you're registered for a summit or not. It's just access to recordings for that is only available if you have the festival pass and you can.
Zac Gamache
02:49:55 PM
(sorry working from the road) Happy to add to my question! We notice a high volume of students proceeding in the workflow when they should have stayed in awaiting materials (mainly because Int'l students have many documents to submit!) but you had answered my question earlier talking about your bin/workflow management for the I-20s! thank you!
Niang-Hoon Chew
02:49:57 PM
Thank you.
Patrick Borchert
02:49:58 PM
Thank you!
Zac Gamache
02:50:21 PM
Not sure if my question came through but thank you so much!
James Gilmore
02:50:21 PM
Thanks so much!
Absolutely. You can absolutely still register for the Slate Summit if you are interested in coming to see us in Nashville. I know my colleagues and I are excited to see all of you there and definitely watch the calendar for again all the upcoming events, community conversations, slate stage and more of slate presents in the coming months. So thank you, Rachel. Thank you, Mindy. Thank you everyone if who's attended and we look forward to seeing you at another event.