Source Format Imports (Manual)

Slate

Import Roe Tide

Open Ticket and File(s) and Delete those records who are not new
Merge the two Rosters into One Spreadsheet
- Remove Columns D-E
- Add a Start Term Column
- Spring 2024 as an example for those with a March Start. Dates based on Slate Configuration. See Prompt List in Slate for List
- Save file using the Ticket # for reference
- Close Spread Sheet
Open Slate
- Go to the Cubby with Roe Tide Uploads
  - Person
  - App
  - Invitation Email
Person Import
- Go to Folder and Select File and click Upload
- Check that none of the records have started an application
Application Import
- Go to Folder and Select File and click Upload
- Check each record and open in new Tab to see if they have already applied
- If they have two applications.
  - If the application is unsubmitted delete the application
    - Edit Application Details
    - Click Delete
    - Confirm
    - On the Timeline under Interaction
      - Ops App
      - Sttps-Data Cleared
      - Enter Ticket number in Subject Line
  - If the application has been submitted check with Scott in Operations
Invitation Email
- Click Link for application
- Emails Created
- Click Sent Mailing
  - Choose Today, 3:00 p.m.
  - Save Settings
- Click Send Mailing Again
  - Check # receiving to confirm that matches the # of imports
  - Click Send Mailing
  - Click OK for Pop Up (Ignore Warnings)

Respond to Ticket with the following information
- # of applications received
- When email will be sent (3:00 p.m. Today as an example)
- Copy Katherine Hartman (currently the Roe Tide Advisor)

A staff member submits a Help Ticket and notifies Operations that a file is available to import Applications into Slate

You must wait for the process to work before going to the next step. This can often take up to 15 minutes or more
- Go to Database [1]
Search Source Formats [2] & [3]
- Click on Application Import-BMS [10]
- Click on Upload File(s) [11]
Under Folder
- Application Upload [12]
- BMS [13]
- Click on Add Files [14]
- Locate where the file was placed from the Ticket
- Click Upload [15]
You must wait for the process to work before going to the next step. This can often take up to 15 minutes or more
Go back to Application Import-BMS [10]
- Make sure that under Imported that the process has finished and lists, for example, 2/2 or 1/1 [16]
- Click on the newly imported file [17]
- Click on a student [18]
- Click on the student name [19]
- Click Next and repeat steps for each student in the import
Go to the Application tab to Confirm and Release Acceptance
- Click on the Decision [20]
- Click the Check Box by Date for Confirmed [21]
- Click the Check Box by Date for Released [22]
- Click Save [23]
- Repeat for each student in the file
Process Deposit URLS, DU ID [24]
- Click on Deposit URL Query [25]
- Run the Query
- Copy the Deposit URL for each student in the Ticket

Day 2 of the Process (24 hours after doing the steps above)
Processing Deposits go back to the Processing Deposit URLs, DUIDs, and DU Emails for BMS and PA Query
- Change Confirmed Date to TODAY -1 (Sometimes you need to change to Today-2 or Today-3) [27] [26]
- Click Save [28]
- Click on Run [29]
- You will see the DU ID and DU Email
Add the Student Information to the Ticket
- Add Student Name, ID and DU Email to the Ticket [30] [31] [32]
- Change Ticket Status from In Process to Closed
PA Differences
- Person and Application Loads the same process as BMS
- If there are a lot of students in one file
- Change the Program in the Query to PA or BMS to limit spreadsheet to the one program
- Export the records into an Excel Spreadsheet and upload to the Ticket
- Repeat the Process
- Once for Deposit URLs
- Once for DU IDs and DU Emails
- Delete Columns for Credential Email and Opened Email