Scribbles Template Guide
Overview#
Scribbles is a Record Management tool that will send documents to our partner institutions. If you are wanting to bring the documents in from Scribbles, this guide will help you get started building that process.
Data Connectors#
Scribbles interface will let you add a SFTP connection. This is where you can add the SFTP Element451 hosts and provided you during the implementation phase. We recommend building a Scribbles folder in your SFTP. To generate another set of username and password for that folder, reach out to Customer Success via Live Support.
Import#
There will be two assets, a data import task and a document import task. It is import to build a data import task in the event that a student has submitted documents but is not a record in your Element451 instance.
Data Import Task
Create a new import task and select the folder in the SFTP where Scribbles is dropping off the documents. If you are wanting to schedule this process, you can use dynamic names in the path with the date:now token. More information found in our help article (opens in a new tab).
Once setting up the import’s source, on the mapping screen you can apply the Scribbles Index File template. This template is to help get you started. Feel free to map additional things like address, phone number, source information.
| Name | Element451 Slug | Notes | Row |
|---|---|---|---|
| ORDER_NUMBER | 1 | ||
| STU_FIRST_NAME | user-first-name | 2 | |
| STU_MIDDLE_NAME | user-middle-name | 3 | |
| STU_LAST_NAME | user-last-name | 4 | |
| STU_DOB | user-dob | 5 | |
| STU_EMAIL | user-email-address | 6 | |
| STU_ID | 7 | ||
| STU_ADDRESS_LINE1 | 8 | ||
| STU_ADDRESS_CITY | 9 | ||
| STU_ADDRESS_STATE | 10 | ||
| STU_ADDRESS_ZIP | 11 | ||
| STU_ADDRESS_COUNTRY | 12 | ||
| STU_PHONE | 13 | ||
| DOC_TYPE | 14 | ||
| DOC_FILENAME | 15 | ||
| RECEIVED_DATE | 16 |
Document Import Task
Following the processes in the help article (opens in a new tab), after creating the data task, a document task will be the next step. When setting up the document task, it will be important to toggle the “Use Index File” to on. The index file settings and document types are found below.
| Name | Mode | Notes | Row |
|---|---|---|---|
| ORDER_NUMBER | Skip | 1 | |
| STU_FIRST_NAME | Skip | 2 | |
| STU_MIDDLE_NAME | Skip | 3 | |
| STU_LAST_NAME | Skip | 4 | |
| STU_DOB | Skip | 5 | |
| STU_EMAIL | Person Matching | Match on Email Address | 6 |
| STU_ID | Skip | 7 | |
| STU_ADDRESS_LINE1 | Skip | 8 | |
| STU_ADDRESS_CITY | Skip | 9 | |
| STU_ADDRESS_STATE | Skip | 10 | |
| STU_ADDRESS_ZIP | Skip | 11 | |
| STU_ADDRESS_COUNTRY | Skip | 12 | |
| STU_PHONE | Skip | 13 | |
| DOC_TYPE | Document Type | 14 | |
| DOC_FILENAME | Filename | 15 | |
| RECEIVED_DATE | Skip | 16 |
| Name |
|---|
| Other School Report |
| NACAC Mid-Year Report |
| NACAC Fee Waiver |
| Written Evaluation |
| Letter of Recommendation |
| Immunization Records |
| Mid-year Transcript |
| Optional Report Explanation of Change |
| Other Optional Report |
| Final Transcript |
| Current courses |
| Final Report Explanation of Change |
| Other final report |
| Optional Transcript |
| Mid-year Report Explanation of change |
| Transfer Transcript |
| School Profile |
| Initial Transcript |
| NACAC School report |
| Grade report/report card |
| Other mid-year report |
| NACAC Mid-Year Report |