Page Comparison

Active Scheduler allows Slate to automatically create appointment slots that students (and incoming students) can use to set up meetings with their advisors.

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1. Log in to Slate
2. Click the calendar icon > Scheduler
3. In the top right corner, under the “Scheduler” heading, click “Active Scheduler.”
4. Click the "New Schedule" button. 
   1. Name the Schedule "[Your name]'s Active Scheduler (Virtual)" or "[Your name]'s Active Scheduler (In-person)." (You will create both an in-person and virtual Active Schedule.)
   2. Enter a start and end date for the schedule.
   3. For the folder, select "advising_schedules."
   4. If you have an option to select a user, select yourself.
   5. Click the "Save" button.
5. Find the schedule you just created and click into it.
6. Click "Edit Templates."
7. If creating a schedule for virtual sessions, select "Scheduled Advising Session Virtual." For in-person, select  "Scheduled Advising Session In Person."
   1. To add a day of the week, check the box next to the name of the day.
   2. To add a time block, click the “Add time” button. Enter the start and end time of the block and click the checkmark button. *** Important: make sure to check the checkmark next to every time block in order to save it. ***
   3. To remove a day of the week from your schedule, uncheck the box next to the name of the day.
   4. To delete a time block, click the garbage can next to it.
   5. To copy a daily schedule to one or more days, click the “Copy Day Schedule” button and check the box next to each of the days that should have the same schedule.
8. Repeat steps 4-7 for any additional schedules.

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1. Login to Slate.
2. Click the calendar icon > Scheduler to see the appointment.
3. Click on the appointment.
4. Click on the student's name under "Registrants" to see details of the meeting.
5. If the meeting is by phone, call the student's phone number listed in the details. If it is a video conference, click the "Webinar" link. 
6. When the meeting is complete, return to the meeting details screen. Click "Launch Check In."
7. If the student attended the meeting, check the box next to their name. If not, leave it unchecked.
8. Click "Conclude Event." Click the "OK" button to confirm. The meeting will go on the student's timeline (or be entered as a "no-show").
9. Navigate to the student's record in Slate.
10. Click on the "TimelineAdvising Notes" tab.
11. Click the "New Interaction" buttonAdd note" link.
    1. Select the appropriate term.
    2. Select "Advisor Note."
    3. Enter your notes/comments.
    4. Enter the
    details of the meeting, including your private notes
    1. amount of time spent.
    2. Select your name from the drop-down menu.
    3. Click the "Save" button.

Canceling Meetings

Students can indicate that they need to cancel a meeting one of two ways:

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