Slate Success: Case Management and Faculty Feedback

Once a concern is logged, you will receive an email explaining that you have been assigned a case regarding a concern for one of your student advisees.

1. This message will come to your Outlook inbox. It will detail that the case has been opened, the person who submitted the concern, and the reasons for the concern.
   
2. Select “View Case Details” to be brought to the case in the Case Management tab in the Slate for Student Success portal.
   
3. Here, you will find all the important information related to the concern logged about the student. You will see the date the case was opened, the name of the case owner, and the status of the case: submitted, in progress, or completed.
4. Under Concerned, view the details of the case to begin to take the appropriate interventions.
   
5. Select “Details” to view the information that was logged as part of the concern. You will be directed to a pop-up form that will give you all of the feedback details, including who submitted the concern, the date the concern was submitted, and the reasons for the concern.
   
6. If you would like to email the student directly, perhaps to invite them to meet with you to discuss the reasons for the concern, you can select “Email Student” at the top right corner of the screen.
   
7. You will be directed to a pop-up form where you can type in your email message for the student.
   
   
8. By selecting “Submit,” your email will be sent to the student’s Villanova email address.
9. If you have any updates on the case that you would like logged in the case details, you can select “Add a Note.”
   
10. This link will direct you to a pop-up form where you can type your note.
    
11. This note will log internally under the Updates section on the right-hand side of the screen. Any updates on the case entered by the student’s success team will be posted here. While there is one owner assigned to the case, all of the case details will be viewable by any member of the student’s success team.
    

If you, as the case owner, need more information about the student, you can request Faculty Feedback from the left-hand side of the "Case Details".

1. Click “Request” next to each course section. This request will send the form to the faculty to log a concern for the student. If there are no concerns, they can also indicate on the form that they do not have any concerns to report, or if they do not have enough information to provide.
   
2. As requests from faculty are received, you can view the details individually, or you can select “View Feedback Diary” to see all of the feedback details in one location.
   

Once you have met with the student or taken the necessary steps to address the concern submitted, you, as the case owner, can close the case by clicking the upper right-hand corner of the screen.

1. Once you select “Close Case,” you will be directed to a pop-up form that will give you a list of interventions to select from in order to close the case. The opening prompt gives you information on a list of the most common interventions recommended to support students at Villanova. You may select multiple interventions, and each selection will generate an email to the referring office’s intake email address and copy the student. Please ensure that you either meet with or connect with the student to discuss your recommended interventions before sending these messages.
   
2. Select the outcome that best supports the student. More information about support offices such as Learning Support Services, Access and Disability Services, and CASA can be accessed by clicking “Learn about the below Support Resources".
   
   
   
3. Once you click Submit, emails will be sent to the selected support offices with the student copied. If you choose “UCC Student Referral” for the University Counseling Center, UCC’s office will not be sent an email. Students will have to schedule an appointment with UCC directly.
4. If you need to access all the details related to cases you have worked on, you can view your submitted, in-progress, and completed cases under the Case Management tab.
   

Please note: Slate Student Success is managed and operated by the Enrollment Management team. To request access or to report technical issues related to Slate Success, please contact the Slate Success team directly at slatesuccess@villanova.edu.