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Slate Instance

TUP

Requestor

Hannah Fridy

Date

3/11/2024

Status

IN PROGRESS

Summary Description

Develop a query template and a form template with documentation/instructions so that TUSMGP staff are consistently tracking outbound recruitment calls in a way which can be used for lead scoring and reporting.

Jira Link:

Detailed description of desired deliverable:

TUSMGP currently has several “call lists” which have been configured by different staff and range from somewhat correctly formatted to not formatted correctly at all, which has led to a loss of data and information about the outcomes of those calls.

In addition, Hannah has been building a new system to generate lead scores, and the call lists need to comply with this system.

Finalizing this will also support the audit of the activity and interaction codes (and possibly forms) to continue the long-term project of “cleaning up” the TUSMGP instance of Slate.

Research:

Form Title

Form Status

Form Folder

Form Created Date

Form Updated Date

Form Total Registrants w/ Guests

Most Recent Submission Date

AAP In Progress Contact Report (DPT)

CONFIRMED

Outreach

7/5/2023 16:06

12/21/2023 11:55

1302

3/8/2024 11:34

AAP Yield Contact Report (2024)

CONFIRMED

Outreach

2/12/2024 15:19

3/4/2024 9:41

19

3/7/2024 15:52

PHPD - AAP Yield Contact Report (MPH, MBS, & DPT)

CONFIRMED

Outreach

2/16/2022 13:18

3/4/2024 9:43

557

3/7/2024 15:11

AAP Office Hours Report

CONFIRMED

Outreach

9/14/2022 8:58

11/16/2023 9:38

95

3/6/2024 15:20

AAP Office Hours Report (DPT)

CONFIRMED

Outreach

10/16/2023 9:58

10/16/2023 11:15

11

2/28/2024 8:21

Su24 Inquiry Contact Form

CONFIRMED

Outreach

12/7/2023 15:22

2/23/2024 13:57

560

2/26/2024 15:57

PHPD - Interaction Tracking

CONFIRMED

Outreach

5/15/2019 13:45

5/23/2023 10:22

1884

2/26/2024 14:33

DPT Deposit Deadline Reminder

CONFIRMED

Outreach

11/3/2023 10:24

1/9/2024 9:36

62

1/10/2024 13:07

PHPD - App Conversion Contact Report (MBS, F23)

CONFIRMED

Outreach

10/26/2022 13:38

5/23/2023 10:21

236

12/29/2023 12:09

In-Person Open House 23 Reminder Calls

CONFIRMED

Outreach

10/26/2023 17:28

11/1/2023 11:12

94

11/2/2023 10:23

In-Person Open House Call Form

CONFIRMED

Outreach

10/10/2023 13:40

10/10/2023 13:54

50

10/26/2023 11:49

Outcome:

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