Executive Summary

The purpose of this document is to provide the full details of the technical solution to be used for the build of the Slate+Advising solution. Everything that is needed by the developer(s) to produce the required data model, forms and workflows will be included in this specification.

Technical Components

The following sections will detail the technical components within each functional area that are required to successfully implement this project.

Student Relationship Management

Technical Requirements

The following technical requirements must be delivered for a successful implementation of this application component:

Custom form(s) to collect information from students as required to support requests and process flows and store in the student profile
- Course Waiver
- Advanced Standing
- Notice of Withdrawal
- Application for Certification of Professional Achievement
Full operational workflows with communications for all forms

Event & Appointment Management

Technical Requirements

The following technical requirements must be delivered for a successful implementation of this application component:

Fully implement the Active Scheduler with a student-facing portal to all appointments
- For Advisors
  - Event Folders
    - Define the folder locations based on the expected types of events
      - Advising Appointments
  - Event Templates for Advising Appointments
    - Default settings stored in the template
    - Includes defined email communications for typical milestones
      - Upcoming date reminders, follow-up after attendance or no show
  - Documentation and validation of Google Calendar feeds to Slate calendar
- For Students
  - Form to see primary advisor's calendar for availability and book an appointment
  - Method for cancelling and confirming attendance

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