Slate Work Request

Please use this form to submit a general Slate service request (training, new user, report, etc). We will review the request and be in touch with any questions or to confirm the service has been completed. If you need help with this form or have an immediate question/error, contact Brad Gibson at (419)-448-2095 or bgibson@heidelberg.edu.

Contact Information

Name

Email

Contact Number

Work Request Information

Name of Request

Date required by:
For training, forms, and "Other" projects, this should be at least 1 week away. For Query/Reports, this should be at least 2 days away. If you need a project completed sooner, please use the contact information at the top of this form.

New User Request

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

Type of Training:

General (Goes over the commonly used features of Slate. More generalized navigation)

Specific Training (Certain features/areas of Slate)

Please provide the specific areas/features of Slate you would like to have Slate training on:

What days/times you are generally available?
Training usually takes between 30-90 minutes depending on the training topic.

Form Creation/Update Request

Which form request 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

Form updates Needed

Email Communication

A One-Time Email will be sent once to all students fitting the criteria.
An Ongoing Email can be set to run every day until the stop date. It will only send to new students that fit the criteria each day and will not be resent to someone that has already received the email.

Type of Email:

One-Time Email

Ongoing Email

Please provide the criteria/type of students who should get the email.

Please provide the content of the email you wish to have sent. Alternatively, you may email the full content and links to bgibson@heidelberg.edu.

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

Recruiting Event

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 Brad Gibson at bgibson@heidelberg.edu.

Comments/Special Instructions: