OTIDE Slate Help Desk Request

Instructions

Please complete the form below.

Name

Email

Request Type

Priority

Description

Consolidate Records Information

Person Status and Person ID for any records that need merging (located in the top right corner of the person record)

Status = Prospect/Inquiry/Applicant
ID = 9-digit number
Example:

Query/Report Information

Note: Slate contains data from Summer 2019 forward. Data prior to Summer 2019 will need to be sourced from the original datasource.

Query or Report?

Query - Spreadsheet/List of Records

Report - Aggregate Data

Query or Report?

Query - Spreadsheet/List of Records

Report - Aggregate Data

Query

Report

Query/Report Base

Person - Returns a row for each person record. (Recommended in most cases)
Application - Returns a row for each application. (Will include multiple rows per person if they have multiple applications for a given semester)
Enrollment - Returns a row for each term of enrollment.

Query/Report Base

Person - Returns a row for each person record. (Recommended in most cases)
Application - Returns a row for each application. (Will include multiple rows per person if they have multiple applications for a given semester)
Enrollment - Returns a row for each term of enrollment.

Person

Application

Enrollment

Other

Base-Other

Please provide a detailed explanation of the expected results. Use the following questions as a guide:

What question(s) do you need to answer?
What is the timeframe, term, year, etc. (ex. Fall 2023, or all terms 2019-2023)?
What data points define the resulting records (program, enrollment, etc)? How?
What data points need to be included in the results (Name, Email, Major, etc.)?
How do you plan to use these results?

What would you like to do?

User Information

Full Name (First and Last)

Preferred Name

myBama Username

Email

Does a Slate alias (email address that directs to Slate Inbox) need to be created for this user?

Note: An alias is not required for a user to access Inbox, only choose 'Yes' if there is a business purpose for a user-specific email alias that directs to your team's Slate Inbox. If the user just needs access to the team inbox, note that information when describing the user's role below.

Yes

No

Preferred Slate Email Alias

Role

Please provide the Role this user will have in Slate:

Department within OTIDE (ex: Recruitment, Student Success, UA Early College, etc.)

Describe the user's role in regard to OTIDE. Should this person have the same permissions as another staff member?

Access Start Date

Student workers are required to have an Access End Date that should coordinate with the date their employment is up for renewal. The access expiration date can be adjusted if their employment is renewed.

Access End Date