Processor
Learn the Slate concepts and tools processors are most likely to use when managing student records—from finding the right record and reviewing submitted materials to tracking requirements, completing structured review, understanding outcomes, and managing groups of records.
Learn how to confidently move student records through the processes your institution depends on.
Your Slate Processing Toolkit
Processing work is about more than checking boxes.
You're often responsible for making sure the right information is connected to the right record, understanding what's been received, identifying what's still needed, supporting structured review, and helping records move through a process accurately and efficiently.
This pathway focuses on the Slate concepts and tools processors are most likely to use in that work.
Each lesson builds on the last so you can begin seeing the record as a process—not a collection of disconnected tasks.
Records
Make sure you're working with the right person and the right record.
Materials
Understand what information and documents have been received.
Checklists
Identify what is complete, what is still needed, and what may happen next.
Reader
Bring the relevant pieces together for structured review.
Decisions
Understand the result recorded for the process.
Queries
Find and manage groups of records that need attention.
Lessons
Start with the right person and understand the record you're processing.
“Am I working with the right student and the right record?”
Understand how documents and other submitted information are associated with student records and processes.
“What has been received, and is it connected to the right record?”
Understand how checklist items communicate and organize requirements throughout a process.
“What's complete, what's missing, and what does the student still need to do?”
Use Reader to bring the information needed for structured review into one experience.
“Do I have the information I need to review this record and move it forward?”
Understand how Decisions represent outcomes and help organize where records are in a process.
“What outcome has been recorded, and what does that mean for this record?”
Use Queries to identify groups of records that need review, follow-up, or processing.
“Which records need my attention?”