What is Slate Scholar?
Technolutions created an extremely useful tool in Slate called “Slate Scholars”. It allows you to contextually access help depending on what page you’re on in Slate by simply clicking on the light bulb in the top left. Technolutions adds all documentation, Slate TV episodes, and community forum articles to Scholar so you can access them extremely quickly. When you click on the faint lightbulb in the top left corner of the screen, Slate Scholar will open up and by default show you everything that has been tagged to match the page you are currently seeing in Slate. They also have a quick search bar that you can use to narrow things down on ‘common’ pages with lots of documentation.
While this is extremely powerful, Technolutions also threw us the keys on this feature – you can add your own instance specific documentation to Slate! Now your users can access specific business process help all within Slate.
Adding your own content to Slate Scholar
Simply navigate to where you want to add the documentation, and click on the Slate scholars icon. If you scroll to the bottom of the Slate Scholar section you’ll see a small heading called ‘Help Tags’. copy the top path – you’ll need this in a second.
Head over to the gear icon now (Manage database) and find the heading – Support Resources near the bottom. Click on the Slate Scholar Custom Content link. Click the insert link to add a new piece of documentation to Slate Scholar. Now paste that Help tag path into the ‘Help Tag’ field. Add a Title, then add your custom help content into the Body section. Now every time a user clicks on the specific page you set your documentation to, your custom content will show up next to the delivered Slate content.
What kinds of things should we add?
Now that we have the power to add all the documentation, where should we start? Here’s a few ideas to get the ball rolling:
- Naming convention notes for creating new fields, queries, reports, etc.
- Helpful guides on how to find if a student has been merged in the interaction audit log
- Special instructions on how to build snippets as a part of the Inbox module
- …and anything else that might be important to your users.