Slate Overview
Service Description
Slate is an enterprise-level Customer Relationship Management (CRM) application used to manage relationships with prospective and current students. Slate offers automated email communications, management and tracking of interactions, data reporting and visualizations, and integration with other applications.
Service Details
PSU has two instances of Slate:
Slate for Admissions
Used to recruit and admit credit-bearing undergraduate, graduate, and non-degree-seeking students
Available at apply.pdx.edu/manage
Slate for Student Success
Used for advising, tracking, and communicating with current PSU students and for student success-related initiatives
The Advising and Student Success Portal is available at slate.pdx.edu/portal/success_dash and the Slate Workspace is available at slate.pdx.edu/manage
PSU departments who support credit-bearing programs for prospective or current students can request to use Slate.
Getting Access to Slate
What To Know Before Using Slate
Does your team already use Slate? If members of your team or department are already using Slate, you can request access to Slate for Student Success by submitting a CRM Support form, or request access to Slate for Admissions but submitting an OAM Access Request (OAR) at oam.pdx.edu. Currently, OAR is only used to request access to the Slate for Admissions instance.
If your team or department would like to utilize Slate, please submit the CRM Support form. Your request will be evaluated and prioritized against existing and pending requests.
Additional Resources
Documentation
Slate for Student Success
Additional articles are available in the Slate Knowledge Base if you are authenticated and have a Slate account.
Support
For support, complete the CRM Support form and select “Slate” as the CRM.
Training
Self-guided training is available through the Learning Lab for users with a Slate account.
PSU Help Center (portal) link: https://portlandstate.atlassian.net/servicedesk/customer/portal/2/article/4355784711?source=search