...
MOU Tracking in TUP Slate
Overview
Records (person-scoped, inquiry)
There are 4 ways to identify person-scoped records that have some relationship to a MOU partner school:
The student contacted us via email from an email address with the domain of a MOU school.
The student submitted an application in PTCAS and listed a MOU school as their primary college attended record.
The information about the student was provided to us by the MOU school directly (lead list upload).
The student attended an event or otherwise submitted an inquiry form where they could identify themselves as having attended an MOU school.
Email Address
If a record is created in Slate and the email address associated with the record includes a URL suffix identified as belonging to a MOU school, there is a rule in Slate that will update the person-scoped field MOU Attendee (Possible) to ‘Yes.’
Submitted PTCAS Application
If a student submits an application in PTCAS and their academic history includes a school which is identified as an MOU partner school as the primary institution attended then there is a rule in Slate that will update the person-scoped field MOU Attendee to ‘Yes' and there is a second rule that will update the application-scoped field on that application to MOU Applicant (Attendee) to ‘Yes.’
Lead List Upload
If a list of students (inquiries) is provided by the the MOU school, it should be uploaded via Upload Dataset. In addition to mapping the necessary fields, the following should be added to the source:
Inquiry Details > MOU Partner School (prompt list of school names)
Event Attendee (Form Submission)
If there are events (info sessions, graduate fairs, etc.) which are unique to MOU school populations, there should be an event template form created specifically for these events which includes the following (in addition to the usual fields collected):
Inquiry Details > MOU Partner School (prompt list of school names)
Applications (application-scoped, applicant)
There are 3 ways to identify an application as having a relationship to an MOU school:
The student submitted an application in PTCAS and listed a MOU school as their primary college attended record.
The MOU partner school provided a list of students who are eligible/approved under the MOU agreement.
Submitted PTCAS Application
If a student submits an application in PTCAS and their academic history includes a school which is identified as an MOU partner school as the primary institution attended then there is a rule in Slate that will update the application-scoped field on that application to MOU Applicant (Attendee) to ‘Yes.’
List Provided by MOU Partner of “approved” students
When a list is provided by an MOU partern of approved students, the MOU Applicant (Approved by Partner) field on that application can be updated to ‘Yes.’
Custom Fields
Organization Records
...
MOU Applicant (Attendee): a bit field (Y/N) that is updated to Y when the application record is associated with a person or school record that has been identified as related to an MOU agreement.
MOU Applicant (Approved by Partner): a bit field (Y/N) that is updated to Y when the application record is confirmed to be “approved” by the partner school as qualifying for the MOU agreement.
Records (person-scoped, inquiry)
There are 4 ways to identify person-scoped records that have some relationship to a MOU partner school:
...
The student contacted us via email from an email address with the domain of a MOU school.
...
.
...
The information about the student was provided to us by the MOU school directly (lead list upload).
...
The student attended an event or otherwise submitted an inquiry form where they could identify themselves as having attended an MOU school.
Email Address
If a record is created in Slate and the email address associated with the record includes a URL suffix identified as belonging to a MOU school, there is a rule in Slate that will update the person-scoped field MOU Attendee (Possible) to ‘Yes.’
Submitted PTCAS Application
If a student submits an application in PTCAS and their academic history includes a school which is identified as an MOU partner school as the primary institution attended then there is a rule in Slate that will update the person-scoped field MOU Attendee to ‘Yes' and there is a second rule that will update the application-scoped field on that application to MOU Applicant (Attendee) to ‘Yes.’
Lead List Upload
If a list of students (inquiries) is provided by the the MOU school, it should be uploaded via Upload Dataset. In addition to mapping the necessary fields, the following should be added to the source:
Inquiry Details > MOU Partner School (prompt list of school names)
Event Attendee (Form Submission)
If there are events (info sessions, graduate fairs, etc.) which are unique to MOU school populations, there should be an event template form created specifically for these events which includes the following (in addition to the usual fields collected):
Inquiry Details > MOU Partner School (prompt list of school names)
Rules
Person Rules
Add MOU Attendee Possible - Email - Updates MOU Attendee (Possible) to Yes if email address contains MOU parter school domain.
...
If the application record has a MOU Applicant (Approved by Program) = Yes, then the application dashboard will display this:
Applications (application-scoped, applicant)
There are 3 ways to identify an application as having a relationship to an MOU school:
The student submitted an application in PTCAS and listed a MOU school as their primary college attended record.
The MOU partner school provided a list of students who are eligible/approved under the MOU agreement.
Submitted PTCAS Application
If a student submits an application in PTCAS and their academic history includes a school which is identified as an MOU partner school as the primary institution attended then there is a rule in Slate that will update the application-scoped field on that application to MOU Applicant (Attendee) to ‘Yes.’
List Provided by MOU Partner of “approved” students
When a list is provided by an MOU partern of approved students, the MOU Applicant (Approved by Partner) field on that application can be updated to ‘Yes.’
When New Partnerships are Created:
...