Slate Homepage Processing Instructions (Lisa's Cubby - Start of Day)

Review (FY)

Processing - Applications Needing 1st Rev (FY, River Forest)

1. Run query for matching rows 
2. If there are several records 10 or more it is easier to assign by choosing rep and displaying only those students 
3. Go to Filters 
4. UG Staff Assigned   
5. Click on PINNED by Filters to choose rep (see below) 
6. A box will pop up, on the left click Show Selected and click on the first rep, hit save and run query again 
7. Output: Bin 
8. Export 
9. Workflow: DU Application Review 
10. Bin Action: Set Bin 
11. Bin: Undergraduate-First Year – First Review 
12. Queue Action: Add Readers 
13. Add Reader: Type in rep name and select (from highlighted below it will be Angelica Sineni) 
14. Update All 
15. Go back to query and repeat by clicking UG Staff Assigned to go to next set of records to assign. If there are none assigned to the selected rep, rerun query for the next rep.  

Processing - Applications Needing Final Rev (FY, Chicago)

1. Run query for matching rows 
2. Output: Bin 
3. Export 
4. Workflow: DU Application Review 
5. Bin Action: Set bin 
6. Bin: Undergraduate-First Year-Final Review 
7. Queue Action: Default is Add Readers 
8. Add Reader: Type in Doris Barajas 
9. Update All  

Processing - Applications Needing Assigned (TRs w/ HS)

1. Run query if there are matching rows 
2. Output: Bin 
3. Export 
4. Workflow: DU Application Review 
5. Bin Action: Set Bin 
6. Bin: Undergraduate-First Year-First Review 
7. Queue Action: Default is Add Readers 
8. Add Reader: These students are assigned to Reuben Burnley 

Processing - On-Hold Appl Needing 2nd Rev (FY, Non-Transitions)

1. Run query for matching rows 
2. Output: Bin 
3. Export 
4. Workflow: DU Application Review 
5. Bin Action: Set Bin 
6. Bin: Undergraduate-First Year-Second Review 
7. Add Reader: Type in rep’s name 
8. Check the box on the left with the appropriate rep and save 

Data Validation - Identifying Mismatched Bin Assignments (UG)

1. Run query 

2. For matching rows look at the Counselor Intent and the Recommended Action for what to do next, these are students who were first reviewed by the reps and they’re asking for a final review usually for Reuben. 

3. Output: Bin 

4. Workflow: DU Application Review 

5. Bin Action: Set Bin 

6. Bin: Undergraduate-First Year-Final Review 

7. Add Reader: Reuben Burnley 

 

Review (TR)

Processing - Applications Needing Assigned (TR)

1. Run Query 
2. If there are records displayed click on the first one and lookup record 

3. Under the Overview go to Workflows 

4. Click on edit next to DU Application Review 

5. Bin: First Review-First Review (from drop-down) 

6. Queue: type in rep’s name 

7. Save 

8. Go to next if there are any more records and repeat, make sure to add the correct rep from student’s application 

Processing - On-Hold Applications Needing Second Review (TR)

1. Run Query 

2. If there are records displayed click on the first one and lookup record 

3. Under the Overview go to Workflows 

4. Click on edit next to DU Application Review 

5. Bin: Second Review-Second Review (from drop-down) 

6. Queue: type in rep’s name 

7. Save 

8. Go to next if there are any more records and repeat, make sure to add the correct rep from student’s application 

Processing - Appl Needing Assigned (TR and Legacy Nursing)

1. Run query for matching rows 
2. Output: Bin 
3. Export 
4. Workflow: DU Application Review 
5. Bin Action: Set Bin 
6. Bin: Undergraduate-Special Programs-First Review 
7. Queue Action: Default is Add Readers 
8. Add Reader: Type in Myra Carew 
9. Update All 

 

Decisions & Scholarships (FY, SAL)

Data Validation - Identifying Decided Appl w/o Scholarships (FY)

BRING TO HUDDLE 

Processing - Provisional Admit Decisions Needing Assigned (FY)

1. If there are matching rows run query to display records 
2. Output: Decision 
3. Export 
4. Code: Admit 
5. Reason: Full Acceptance—Auto Assigned 
6. Letter: Default for Decision (leave as is) 
7. Status: leave unchecked 
8. Update all 

Processing - Provisional "CHI" Denial Decisions to Assign (FY)

This query is a two-step process 

Step one 

1. Run Query 
2. Output: Decision and export 
3. Code: Deny 
4. Reason: Denied-Auto-Assigned 
5. Letter: Default for Decision 
6. Update All 

Step two 

1. Click on Results 
2. Output: Field and Export 
3. A box will pop up that says Field Management 
4. Field: from dropdown choose Undergraduate Denial Reasons 
5. Action: Replace Values 
6. Prompt: Chicago Campus 
7. Submit 

Processing - Provisional "WFD" Denial Decisions to Assign (FY)

This query is a two-step process 

Step one 

1. Run Query 
2. Output: Decision and export 
3. Code: Deny 
4. Reason: Denied-Auto-Assigned 
5. Letter: Default for Decision 
6. Update All 

Step two 

1. Click on Results 
2. Output: Field and Export 
3. A box will pop up that says Field Management 
4. Field: from dropdown choose Undergraduate Denial Reasons 
5. Action: Replace Values 
6. Prompt: Workforce Development 
7. Submit 

 

Decisions & Scholarships (TR)

Data Validation - Identifying Decided Appl w/o Scholarships (TR)

BRING TO HUDDLE 

 

Checklist Management (WFD)

Processing - Transcripts Needing Waived (WFD)

1. Run query 
2. Click on record and Lookup Record 
3. Waive any schools listed under Insert Requirement

 

Processing - Transcripts Needing Waived (HS-DE)

1. Run query for matching rows 
2. Output: from dropdown choose Checklist under Batch Management 
3. Export 
4. Checklist: Material-Transcript 
5. Action: Mark Existing as Waived 
6. Submit