Slate Work Request

Use this form to request new Slate work — new user access, reports, forms, communications, events, training, or process improvements. Requests are reviewed for urgency, impact, scope, and timing before being scheduled.

Is something broken right now? If a live process is down (an import failing, a form rejecting applicants, a broken automation), don't use this form — contact Scott Saracusa at ssaracus@heidelberg.edu or 419-448-2010 instead so it gets picked up immediately.

Submitter Contact Information

First Name

Preferred Name

Last Name

Heidelberg Email

Contact Number

Work Request Information

When do you need this completed?
Trainings, forms, and "Other" requests: at least 1 week out. Queries/reports: at least 2 days out. Need it sooner? Contact Scott Saracusa at ssaracus@heidelberg.edu to discuss further.

New User Request

This creates Slate login access for a Heidelberg employee — not a new student, applicant, or contact. A welcome email with the Slate URL and login information will be sent to you and the New User.

First & Last Name of New User

New User HU Email

Should this user have the same access as you?

Yes

No

Any special permissions/access needed?

Query/Report Request

A query is an easy-to-run list of student information that can be run and exported at any time through Slate.
A report can be a list of students, number counts, or charts/graphs on certain criteria. It can be set to send a PDF of the report at regular intervals to your email (This is not a clickable list).

If you have more than one request for a query/report, please submit another request.

Type of list needed:

Query

Report

What other type of students do you want the list to show (F23 students, deposited, Business students, etc)? Please be specific. What information you provide here is the only type of students that will show up on your query/report.

What other information about students do you want the list to show (Their major, sport, GPA, high school, Banner ID, etc)?
Please be specific. What information you provide here is the only information that will show up on your query/report.

How frequently do you want the report sent to you? (Once a week, every day, etc.)

Who should have access to this query/report (other than you)?
Please note that they will need Slate access to access any queries.

Do you have any additional information/requests to provide?

Slate Training

One-on-one or small group training sessions typically run 30–90 minutes, depending on the topic.

Type of Training:

General overview — covers commonly used features and basic navigation

Specific topic — focused training on a particular feature or area of Slate

What would you like the training to cover?

What days/times generally work for you?

Form Creation/Update Request

New forms are built for specific audiences (applicants, current students, staff) and can collect information directly into Slate records. Let us know what you need and we'll handle the setup.

Which do you need?

Create a new form

Update an existing form

What will this form be used for?

What information should be collected through the form (what questions do you want on it)?

Who should receive a copy of any submissions?
Please provide their name and HU email

Current form URL

What updates are needed?

Email Communication

A One-Time Email sends once to everyone who fits the criteria at that moment.
An Ongoing Email runs daily until the stop date, sending only to new students who newly fit the criteria each day — it won't resend to anyone already emailed.

Type of Email:

One-Time Email

Ongoing Email

Please describe the criteria/type of students who should get this email.
e.g., Accepted students who haven't submitted a deposit, Prospective students in Ohio

Please provide the email content, or send it directly to ssaracus@heidelberg.edu.

When should the email be sent?
If it will be an ongoing email, please also provide the stop date.

Recruiting Event

This sets up event registration in Slate — a registration form, confirmation emails, and a record of who signs up. If you just need a calendar hold with no registration, you likely don't need this form.

Event Name

Event date and duration (start and end times)

Please provide some more information on what this event is?

When should registration close?

Who should receive a notification when someone registers for the event?

What is the registration limit?

What specific information do you wish to collect on the registration form?

Is there specific information you would like in the confirmation email the registrant receives after submission? As well as any reminder emails.

Any additional information to provide?

Other Request

Please provide as much information as you can regarding your Slate request. We will be reaching out to gather additional information as needed.

Additional Information

You may submit any additional information or materials by emailing admissions@heidelberg.edu.

Comments/Special Instructions: