Best Practices for End Users

Use live queries from within Slate, rather than downloading Slate data, manipulating it and uploading it back into Slate

Why?

• uploaded lists are not tied back to the Slate records, so there is very limited tracking and reporting available

• the more touchpoints, the more chances for introducing errors

• changes to the student record, such as opt-outs, will not be reflected in uploaded queries

Options to Encourage Adoption

• training

• restrict upload access outside of predefined formats, or to specific people

Create and use saved queries, rather than Quick Queries

Why?

• reduce duplication of effort

• consistency

• accuracy

Options to Encourage Adoption

• consistent use of Realms

• implement and maintain query libraries

• emphasize training for modifying queries

for most users, the goal should be to select from pre-built options and modify, rather than needing to build from scratch or save copies of existing queries