1. For Graduate Phase I Coordinators
Maximizing Effectiveness of Queries & Bin Management in the Graduate Slate Admission System
For Graduate Phase I Coordinators
January 2016

2. Welcome Back! How are things going? Application tracking queries
Moving applications through your bins
Preparing your faculty to evaluate applications
csg.test.technolutions.net/manage

3. Monitoring Your Applications
Queries
Daily query to review applications needing action (e.g. status of Awaiting Payment, Awaiting Materials, or Awaiting Decision)
Name – a friendly name for your query (e.g. Pest Management Apps)
Folder – choose your college
Population – “Applications”
Suggested minimum exports – Ref, Name, App Status, Current Program, Missing Checklist Items (comma) Bin, Readers Queues
Suggested minimum filters – Term/Round, Current Program
Reminder: Make sure to check your department files for missing items on these applications and forward them to Graduate Admissions or upload them.

4. Monitoring Your Applications
Queries
Current cycle overview – applications with decisions, in process, or in Awaiting Submission
Name – a friendly name for your query (e.g. MBA Apps in Process)
Folder – choose your college
Population – “Applications”
Suggested minimum exports – Ref, Name, App Status, Decision #1 Name, Decision #1 Reason, Decision #1 Released Date, Current Program, Bin, Readers Queues
Suggested minimum filters – Term/Round, Current Program

5. Evaluating Applications
Bin and Queue Management
Moving applications through bins – Lots of options!
Coordinator Review  Recommendation Review
Coordinator Review  Faculty Review  Recommendation Review
Coordinator Review  Faculty Review  Committee Review  Recommendation Review
Coordinator Review  Faculty Review  Committee Review  Faculty Review  Recommendation Review
Coordinator Review  Committee Review Recommendation Review
Coordinator Review  Committee Review  Faculty Review (Dean)  Recommendation Review
Coordinator Review  Faculty Review  Hold/Waitlist
Coordinator Review  Faculty Review  Committee Review  Hold/Waitlist

6. Evaluating Applications
Bin and Queue Management
Bin Management Using Your Query
Move your applications to multiple readers by running your daily query
After running, choose “Bin Management” as your Output
Click “Export”
Choose “Bin Action” (leave in same bin or move) and “Queue Action” (add readers or clear readers)
As an example, for Bin Action, select “Set Bin” to move to Faculty Review and select “Add Readers”. Then choose the faculty to forward to by typing in their names and Submit.
Only one faculty reviewer? Move your application to a single evaluator, by entering the “Next Reader” on the Coordinator Review Form.

7. Evaluating Applications
Forward to single faculty via reader
Sit in a room with each committee member online and review docs
Sit in a room via projector and evaluate as a group with a scribe
Review individually on own technology
If you need 3/5 Yes responses, monitor this via your query

8. Getting the File Back from Faculty… Your Options
Assign yourself as an extra reader. You will move forward to Recommendation Review once all evaluations are completed.
Have faculty (the last evaluator) assign you as the Next Reader on their evaluation forms.
Faculty (the last evaluator) move to Recommendation Review and not assign you as a reader. You will need to query to identify these.

9. Managing Applications in 2 Systems
Materials
Look in both systems to complete applications. Look also in your paper/ files in your department.
For Slate applications (Fall 2016, forward), all materials should be sent directly to the Office of Admissions/Graduate Admissions.
For Spring/Summer applications, continue to receive materials in your department.
For electronic transcripts, you can direct them to use as the address and we will scan into the correct system and forward to you. If we do not see an application in either system, the transcript will be loaded to Aries (BDMS) until an application is submitted in either Slate or Aries.

10. Managing Applications in 2 Systems
Updates
Updates from Slate (Fall 2016) to an Aries program or Spring/Summer 2016, materials will be printed and forwarded to department. Admissions will manually build the application in Aries so the 2A will be available to print and sign on AriesWeb.
Updates from Spring/Summer or Phase II programs to a Slate Phase I program (Fall 2016), will remain on paper and will not be built in Slate.
Final numbers for Fall 2016 may need to include applications in both Slate and Aries.

11. We’re Here to Help Contact us with any questions!
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