slate for boilermakers Event Registrations Office of Enrollment Management

Table of Contents About Slate Events Manage Event Registrations Resend Emails Reschedule Students Check In Students Learn More On computers, Slate works best with Chrome & Firefox Don’t use Internet Explorer (IE). It will not work properly! Slate Apps for iPad and iPhone for Android

about Slate events What am I allowed to do? Register students for events the same way that a prospective student would Search for who has registered Resend an event confirmation email Reschedule a student for a new day (but only your events!) Mark students as attendees

doesn’t mean that you should! about Slate events What am I Not allowed to do? Register for an event directly in Slate without the event manager’s OK (this method bypasses the event capacity limit) Reschedule a student for an event managed by another office on campus Modify the registration form Modify or create event communications Anything else that you haven’t been specifically told is OK Just because you can, doesn’t mean that you should!

Manage event registrations Where do I find event registration counts? If you don’t already have a direct link, search for your event in Slate. 1. Click the Events icon and then choose Events.

Manage event registrations Where do I find event registration counts? 2. Use the Search Events box, look in individual folders, or scroll through the entire list.

Manage Event Registrations Where do I find event registration counts? 3. The overview of each individual event will give you a total number of registrants, as well as a total number of registrants + their guests.

Manage event registrations How do I verify that a student has registered for an event? Search for the student record. Select the Timeline tab. Click Interactions. Look for the event name or the date of the event (mm/dd/yyyy). When you find the event, it should read: “Registered (or Attend): Event Name (date of the event)”

Manage event registrations Can I register students for events? Always recommend that the student/family sign up for events on the website. http://www.admissions.purdue.edu/visit If necessary, you can fill out the form as if you’re the student. Event full? You should first offer the student or parent another visit opportunity. Contact the event coordinator or their designated backup, if the student or parent is insisting on a specific event/date.

Manage event registrations Can I register students for events? 1. If you have approval and need to add an unregistered student, you can click New Registration, which will open the student information page to fill in.

Manage event registrations Can I register students for events? 2. Search for the student by name or email address to make sure that they aren’t already in Slate. 3. If you find the student, click on his or her name to pre-populate the registration form. 4. Fill in any remaining required fields. 5. Click Submit.

Manage event registrations How do I reschedule a student from one day to another? 1. Click the student’s name and then click the Reschedule button.

Manage event registrations How do I reschedule a student from one day to another? 2. Choose New Event Folder and New Event for the date that the student wants to attend. 3. Click Reschedule.

Resend emails Can I resend emails to parents or students, if requested? You should only resend transactional emails, such as event confirmations or the Thanks for Applying email that contains student log-in information, that were created by your college or department. Find the student’s record. Click on the Timeline tab and then the Interactions link. Choose the email that needs to be re-sent. The email will open.

Resend emails Can I resend emails to parents or students, if requested? 4. Click Resend.

Resend emails Can I resend emails to parents or students, if requested? Now, you’ll be able to choose a different email address, if necessary (resend to the parent instead of the student, for example). From the list choose “Other” and type in the email address in the box on the left. 5. Click the Send button.

Check in students How do I check in students during an event? 1. Once you’ve found your event using the instructions from Manage event registrations, click Launch Check In.

Check in students How do I check in students during an event? 2. Use Search Registrants, if necessary. 3. Click the box next to the student name. They’re now checked in.

Check in students How do I check in students during an event? If you’ve mistakenly checked someone in, click on the student’s name and then update their Current Status. If you need to change the number of guests, click on the student’s name and then type in the current number.

Learn more What if I need more information or have questions about slate? Visit our Slate SharePoint site to learn more about Slate and to get your questions answered. http://www.purdue.edu/emar/slate.html We’d love to hear your ideas. Take our survey and let us know what you think. Feel free to contact us directly at: admsCRM@purdue.edu