Slate

CHAMPIONING STUDENT SUCCESS AT UCR

Slate Student Success CRM is set to officially launch in Spring 2025. This innovative platform is designed to streamline the advising process, empowering both students and advisors to achieve greater academic and professional success. Slate Student Success CRM is a dynamic collaboration between the Division of Undergraduate Education (UE), academic advising professionals, and Information Technology Solutions (ITS).

WHAT IS SLATE STUDENT SUCCESS CRM?

Slate Student Success CRM is UC Riverside’s newest constituent relationship management (CRM) tool for student advising. With Slate’s intuitive features, advisors and students can make the most out of every advising session. Advisors can focus on providing in-depth guidance and support, ensuring that each student's unique academic needs are met.

WHAT ARE THE BENEFITS OF SLATE?

Centralized Advising
Hub

Slate consolidates student information across all colleges and schools into a single, easy-to-access platform. No more switching between systems to find the information you need!

Cross-campus Collaborative Care

Slate fosters collaboration among advisors from different colleges and schools, strengthening UCR's student care network. Share insights, resources, and best practices to provide consistent and high-quality advising to all students.

Comprehensive Appointment Scheduling

Advisors can set up their appointment schedules and integrate it with their business/work calendar to create time blocks that allow students to self-register for advising appointments through the Slate student portal.

Slate’s “Events” feature allows for online registration, self-service rescheduling options, and automated, personalized communications. Administrators can also set capacity limits, waitlist options, and other meeting controls.

Synchronized Advising
Notes

Slate allows advisors to create advising notes that all advisors can access, ensuring that all interactions a student has with every advisor across colleges / academic units that are also using Slate are accounted for and considered in each advising session.

Streamlined Communication

With Slate, advisors can create and distribute multiple communications to specific groups of students. Communication via email and SMS text messages can also be automated and triggered based on different criteria.

FREQUENTLY ASKED QUESTIONS

Why are there different versions of the Slate portal?

There are two different versions of the Slate portal because each portal holds information that’s relevant to students and advisors.
Through the Slate student portal, students can access the self-service appointment scheduling and see information that advisors have shared with them.
The Slate advisor portal provides a one-stop shop for UCR advisors to see at-a-glance information about their students, appointments, communications, and events.

TRANSITION SUPPORT AND TRAINING

Transitioning to a new system often comes with challenges. Training and support resources for advisors are currently under development and will be available soon. Please check this webpage regularly for updates. In the meantime, we encourage advisors to attend the Slate Student Success CRM session at the UCR Academic Advising Conference on July 31, 2024.