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myBama
Office of Teaching Innovation and Digital Education
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UA Online
Early College
New College LifeTrack
UA Testing Services
Program Development
OTIDE Slate Help Desk Request
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Instructions
Please complete the form below.
Name
Email
Request Type
Report an Issue
Consolidate Records
User Access - Request or Update
New Form/Form Template/Appointment Template
Campaign/Mailing
Query/Report
New Project/Feature
Snippet Request
Other
Priority
Low
Medium
High
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?
Add new user
Remove existing user
Change existing user
User Information
Full Name (First and Last)
Preferred Name
myBama Username
Email
Title
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.
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
Slate Captain
NCLT
Advisor
Processing Team
Recruiter/Admissions Representative
Coordinator
Program Manager/Marketing
IT
Leadership
Student Worker
Other
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
Assigned to:
Assigned to Email - Claire
Assigned to:
Assigned to Email - Kim
Submit
