Slate dictionary

Speak Slate fluently.

Short, plain-English definitions for the terms you'll hear all day — with examples and common misconceptions.

Record

The single entity Slate tracks — usually a person.

BaseDataset
Person Record

The central place for information and activity associated with an individual.

RecordField
Field

A defined place where one specific piece of information is stored.

ValueRecord
Value

The actual information stored in a field on one particular record.

FieldRecord
Base

The starting point of a query — the type of thing you're asking about.

QueryConfigurable Join
Query

A saved question you ask of your Slate data.

PopulationDataset
Filter

A condition used to narrow which records are included in a query.

QueryExport
Export

A piece of information returned in the query results.

QueryFilter
Configurable Join

A controlled way to bring in related rows from another base.

SubqueryBase
Dataset

A standalone data structure that lives outside the person record.

RecordBase
Dataset Record

An individual item within a dataset.

DatasetRecord
Rule

Logic that allows Slate to evaluate conditions and perform an action.

TriggerCriteriaAction
Trigger

What causes Slate to check whether a rule applies.

RuleCriteria
Criteria

The conditions that must be true for a rule to apply.

RuleAction
Action

What Slate does when a rule's conditions are met.

RuleCriteria
Automation

Using configured logic to reduce repetitive manual work or consistently support a process.

RuleWorkflow
Workflow

A structured process that moves records through defined steps.

TriggerAction
Deliver

Slate's email and communications module.

PopulationReader
Audience

The people or records selected to receive a communication.

QueryDeliver
Sender

The person or identity a communication appears to come from.

DeliverInbox
Personalization

Using available data to tailor a communication to the recipient.

FieldDeliver
Call to Action

The action or next step a communication asks the recipient to take.

DeliverForm
Population

A reusable audience defined by a query.

QueryDeliver
Reader

Slate's application review module.

PortalRound
Form

A user-facing way to collect data into Slate.

PortalWorkflow
Form Field

A question or input presented on a form to collect information.

FormField
Form Response

The information submitted through a form.

FormValue
Event

A scheduled experience or activity managed through Slate.

RegistrationForm
Registration

A person's connection to an event.

EventPerson Record
Engagement

How a student has interacted with the institution through activities such as visits, programs, or events.

EventRegistration
Inbox

A Slate area used to receive and manage responses to supported communications.

MessageCommunication
Message

A communication received from or sent to a student.

InboxCommunication
Communication

Information sent to a student through Slate, and the responses that can come back.

InboxDeliver
Reader Form

A form used within Reader to record notes, ratings, recommendations, or other review information.

ReaderForm
Bin

A way Reader records are organized into groups or stages for review.

ReaderReview
Review

The process of examining information before determining a next step, action, or outcome.

ReaderDecision
Portal

A branded interface for an external audience.

ReaderForm
Authentication

How Slate confirms who a user is so the experience can be tailored to their record.

Portal
Decision

The outcome recorded on an application.

RoundPeriod
Decision Letter

A communication associated with a decision that notifies the student of the outcome.

DecisionDeliver
Application

A student's submission to a process, and the record a decision is usually attached to.

DecisionPerson Record
Material

An item or document stored in Slate and associated with a record or process.

ChecklistRecord
School Material

A Material type delivered or commonly used within Slate.

MaterialCustom Material
Custom Material

A Material type created by an institution for its own processes.

MaterialChecklist
Checklist

A way to track what is required, received, or still outstanding in a process.

MaterialApplication
Checklist Item

One individual requirement or task being tracked on a checklist.

ChecklistMaterial
Requirement

Something the student or institution expects to be satisfied before or during a process.

ChecklistStatus
Status

The current state of a requirement, such as complete or outstanding.

ChecklistRequirement
Round

A group of applications evaluated together.

DecisionPeriod
Period

The term or cycle an application targets.

RoundDecision
User

A person who has access to the Slate environment.

PermissionRole
Permission

Access that determines what a user can see, use, change, or manage.

User
Role

The work a user is expected to perform in Slate.

UserAccess
Access

What a user is able to reach or do inside Slate.

PermissionAccess Review
Integration

A configured connection that moves data between Slate and another system.

ImportExportSource of Truth
Source Format

The structure and instructions Slate uses to interpret incoming data.

ImportMappingMatching
Matching

The logic used to determine which Slate record incoming data belongs to.

ImportRecordMapping
Mapping

The relationship between incoming values and Slate fields or structures.

Source FormatFieldImport
Import

The process of bringing external data into Slate.

Source FormatMatchingIntegration
Destination

The system or process receiving data sent out of Slate.

ExportIntegration
Source of Truth

The authoritative place a value should be maintained.

Data OwnerField
Data Owner

The record or structure that logically owns a piece of information.

RecordSource of Truth
Repeatable Data

Information that may occur more than once and may need multiple related records or entries.

DatasetRecord
Governance

The practice of making access and configuration decisions intentionally and explainably.

Access