Counselor
Learn the Slate concepts and tools counselors are most likely to encounter in their everyday work—from finding and understanding a student record to managing interactions, communications, review, and decisions.
Learn the Slate you need to confidently support students throughout the admissions journey.
Your Slate Counselor Toolkit
You don't need to know every area of Slate to use it confidently as a counselor.
This pathway focuses on the concepts and tools you're most likely to encounter while supporting students throughout the admissions process.
You'll learn how to find students, understand their information, collect information, recognize engagement, manage communications, review application information, and understand decisions.
Records
Find the right student and start with their record.
Fields
Understand the information stored about the student.
Forms
Collect information students or staff need to provide.
Events
Understand and support student engagement through events.
Inbox
Manage and respond to student communications.
Reader
Review records, information, and materials in context.
Decisions
Understand where a student is in the admissions process and the outcome associated with their application.
Lessons
Use the Person record as your starting point for understanding and supporting a student.
“Am I looking at the right student, and what does their record tell me?”
Recognize the information stored about a student and understand where important data lives.
“What do we know about this student, and where is that information stored?”
Understand how forms collect information and support student interactions and admissions processes.
“What information do we need the student to provide?”
Understand how Slate events and registrations help manage and track student engagement.
“How has this student engaged with our institution?”
Understand how student responses and communications can be managed through the Slate Inbox.
“What is this student asking, and how should I respond?”
Understand how Reader brings records and information together for structured review.
“What information do I need to review to understand this student's application?”
Understand how decisions communicate and organize where students are in the admissions process.
“Where is this student in the process, and what outcome has been recorded?”