Overview

The data that feeds from SIS into Slate needs to conform to specific standards for proper processing. This document will cover the synchronization feed that has been configured, including the detailed file specifications, use cases, and development cycles.

Stakeholders

SPS Advising

Special Considerations

Feed Processing

• TODO:
• Slate has been configured to watch for an updated file named "Slate Feed Synchronization Advising.csv" in the "incoming" SFTP folder and then process the records using the "SIS Data Synchronization" source format.
  • The CSV file is generated nightly through a scheduled Crystal Report that uses a procedure called "a2_slate_advising_pbi" on the CEREPORTS server.
    • The file is saved on the H: drive in the following location: H:\Systems and Data Analysis\DATA_EXPORTS\SIS_to_Slate.
    • The file is transferred nightly to the Slate SFTP folder using a script on the AIS terminal server.

Requested Features/Issues

Current Cycle

Release 2022.0.1 [July 2022]

Features to Complete

• Data Management
  • CEREPORTS procedure to pull integration data for import into Slate
    • a2_slate_advising_student_holds.sql
      • Incremental pull going forward of anything modified in the last 7 days
      • Set a tag on the profile for cases where the SPWD (permanent withdrawal) code exists to remove them from active advisees
    • a2_slate_advising_student_details
      • Update to pull only records with updates
  • • a2_slate_course_history
      • Same population
      • Use modification dates to pull only recent changes
      • Data to include
        • Current course registrations by term
        • Completed course history
          • Grades
• Security & Access Management
  • Setup realms, roles, users, and  permissions structure
• Student Relationship Management
  • Create dashboard query and view that defines the population based on the currently logged in user
    • E.g., Admins and Leadership see all records, advisors see their advisees (primary and secondary) by default
  • Create Advising Notes forms and underlying entity to contain the data for each student
    • Add tab to the student record for easy viewing and entry of notes
• Event & Appointment Management
  • Create Registration Webinar event template
• Communications & Outreach
  • Copy templates for Advising Comms from Slate+Admissions

Features to Consider

• None

Features Ready for Release

• None

Previous Cycles

Release 2022.0.1 [July 2022]

• Add a banner for Advising to distinguish from the Admissions version of Slate
• Add CUID to the functionality in the main search nav
• Data Management
  • CEREPORTS procedure to pull daily file for import into Slate
    • a2_slate_advising_students
      • Population includes all existing students in SIS for MS and MPS degree types
      • Includes SPWD hold codes (permanent withdrawal) to allow tracking
      • Always perform a full pull of data for the population
        • This is primarily for record generation, but can contain updates
      • Data to include
        • CUID, UNI, first & last name, birth date, email, cu email, gender, program and code, admit term
    • a2_slate_advising_student_details
      • Same population
      • Data to include
        • Advisor (ADSL_ADVISOR_ADVISEE)
        • Address, phone, additional contact info
    • a2_slate_advising_student_holds.sql
      • Same population
      • Initial pull of the latest cases by distinct hold type code for all students
      • Data to include
        • Date hold was applied and/or lifted
        • Status of the hold
        • Hold code, name, and notes (if any)