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Terry

Terry Ooi

tooi@wdcigroup.net

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RIO Ed - Display Student Connections (Aura)

Published September 6th, 2021 by Terry Ooi

Component Name RIO Ed - Display Student Connections (Aura) API Name rio_ed:DisplayStudentsComponent Type Standalone Description The purpose is to list down only Student Session Connections Supported In Salesforce Internal Attribute Name API Name Description Maximum Height maxHeight Maximum height of the component in pixel. Enable Infinite Loading en

1187 Views 1 min

MB1.1 to MB1.6

Published February 28th, 2022 by Terry Ooi

This is part of the Before preparation for the discovery session. Once you find out all the information, you can setup some sample data to walkthrough with the customers. For example: Account Hierarchy Terms Courses Course Offerings

819 Views 1 min

MB1.10

Published February 28th, 2022 by Terry Ooi

To help us to understand their Program Structure, a Program/Course guide is what we need. This is a standard document every institution offers to their student. Inside this document, you can find out the following: List of Courses and the credit hours/points. List of Programs. What Courses are related to what Programs? List of Courses related to a M

725 Views 1 min

RIO Education Most Wanted

Published June 17th, 2022 by Terry Ooi

WE WANT YOU! A successful Student Information System implementation relies on a combined effort between the Internal Customer Team and the RIO Implementation team.  Internal Customer Team The following team members below are vital to the project's success: Role Description Responsibilities Project Sponsor Project approver who champions the project f

775 Views 4 min

Auto Credit Transfer

Published September 21st, 2021 by Terry Ooi

Overview The Auto Credit Transfer feature enables RIO Education to copy Course Enrollment (with results) from one Program Enrollment to another. This feature is particularly important to support Students changing Programs. (Try out our RIO Challenge here for a practical exercise.) Use case Fred Smith is a student who has a Program Enrollment to the

1478 Views 2 min

How to set different enrollment open dates

Published August 29th, 2021 by Terry Ooi

Description Scenario 1: How do I make a Course Offering open for enrollment on a different date, instead of following the Term (semester)? or How do I make a Session open for enrollment on a different date, instead of following the Course Offering? Scenario 2: How do I make a Course Offering or Session open only for one batch or cohort of students t

1362 Views 1 min

Master Data Template Guide - Plan Requirement

Published March 8th, 2022 by Terry Ooi

Master Data Template Please ensure that you make a copy of the Master Data Template  before you start. Related Tabs 16 - Plan Requirement Group17 - Plan Requirement Course Dependent Data Program Plan Course Object ID hed__Plan_Requirement__c A Plan Requirement is essentially a package that defines the criteria required to complete the Academic Progr

854 Views 3 min

RIO Reporting Overview

Published August 9th, 2021 by Terry Ooi

Education institutes across all countries have their respective required compliance reporting standards. RIO Education is able to cover and support these reporting standards. Find out more in this module.

1048 Views 1 min

Master Data Preparation

Published March 3rd, 2022 by Terry Ooi

RIO Recipe has some ready made template for RIO Education master data. You can make a copy with our data template and use the guide below to prepare the master data for a customer.  RIO Ready: Master Data Migration See also: RIO Ready: RIO Education Master Data ‍  Import Sequence To import the m... Master Data Template Import Template Use the standa

809 Views 1 min

RIO Education Use Case for Agent

Published August 13th, 2021 by Terry Ooi

Use case In many institutions, Agents play an important role in the channel sales model. In RIO Education, we can support the Agent use case by providing them a portal to access. An Agent can perform various functions as shown below. Application on behalf of students Agents can file an Application on behalf of a Student.  Supply additional informati

1022 Views 1 min

Session Template Builder Data

Published August 12th, 2021 by Terry Ooi

This article is written to help you to: Understand what data drives the Session Template ‍ Builder interface. Understand what data is generated from the backend when you use the Session Template Builder user interface. Understand the data model involved if you want to do Data Migration using Data Loader. Add New Template: Templates are added per Cou

1402 Views 1 min

What if a student wants to change the duration of their Program?

Published September 15th, 2021 by Terry Ooi

Description A student is currently enrolled to a Program, but wants to change to the amount of semesters (Terms), or from full-time to part-time study mode. In other words, how to change a student's Program Pathway on their Program Enrollment ‍? Resolution By default, RIO Education does not restrict you from changing Program Pathways on an Program E

942 Views 1 min

Waitlist for enrolling to Courses

Published September 23rd, 2022 by Terry Ooi

Waitlist for enrolling to Courses The Course Enrollment Waitlist feature can be activated at the Course Offering record. For example, this Course Offering does not have any Available Places for enrollment. Students can no longer see the 'Enroll' button on the enrollment wizard in their Student Community. By enabling the Waitlist function, students w

510 Views 1 min

Grade Management Overview

Published August 9th, 2021 by Terry Ooi

Do you know that RIO Education supports many Grading standard across the countries? In this module, you can learn more about how it works.

1233 Views 1 min

Can I color code my Sessions on Calendar?

Published August 12th, 2021 by Terry Ooi

Description Can I color code my Sessions on Calendar? Resolution Yes, you can. The color code (HEX format) is defined per Course under Calendar Setting. For example: This color code will show up in both the Session Template Builder and Session Scheduler. For example: See also: RIO Ed - Calendar RIO Ed - Calendar (Aura)‍

1125 Views 1 min

Why facility is not showing up in Session Scheduler

Published August 24th, 2021 by Terry Ooi

Description Facility does not appear in the Session Scheduler‍. Why are there no facility or rooms in the Session Scheduler? Resolution There are a few potential reasons why the Facility‍ is not showing up in the Session Scheduler‍. First thing you should check is your data. Please make sure the following: Location record has Campus = true and has a

1464 Views 1 min

RIO Education Data Factory Extension

Published September 16th, 2021 by Terry Ooi

Overview The RIO Education Data Factory is used to load a set of sample data for RIO Education into an org. It is intended be used with a fresh install of RIO Education to quickly provide new users with data that allows them to test out how RIO Education works. How it works RIO  Education  Data Factory data flow This diagram shows the stages that da

1084 Views 10 min

Changing Program Status from Current to Draft

Published September 15th, 2021 by Terry Ooi

Description How to change Program status from "Current" to "Draft"? Resolution RIO Education has a TDTM called REDU_ProgramStatusChange to prevent the user from changing the status from "Current" back to "Draft". If you need to do that and don't want to turn off the Trigger Handler, you can use the "Usernames to Exclude" field. If you put your Sales

1005 Views 1 min

Enroll button not showing

Published August 28th, 2021 by Terry Ooi

Description The Enroll button is not visible/does not appear. In other words, why is there no Enroll button in the enrollment wizard ? Resolution The Enroll button is controlled by many conditions, it will only show up if: The student has met the pre-requisite. Program Enrollment's 'Eligible to Enroll' checkbox is checked. Course Offering ‍ is avail

1363 Views 1 min

Overview - Project Management & Governance

Published March 2nd, 2022 by Terry Ooi

RIO Project Methodology The RIO implementation methodology is based on Project Milestones.   We develop our project plans using Mission Control, a Salesforce solution for project management: All of the Project actions/tasks, resource assignments, issues and time logging is captured in a Mission Control Project, allowing for monthly or milestone time

1253 Views 1 min

Admission/Application Overview

Published August 9th, 2021 by Terry Ooi

This module covers the Admission process that is using RIO Education's Program Application or Application (EDA). It includes the following topics: Program Application and Application (EDA) Program Application Flow This covers the out-of-box ‍Program Application Flow we exposed in the ‍Student Community. Application Review Process This is the interna

1165 Views 1 min

Overview - Discovery

Published February 28th, 2022 by Terry Ooi

Implementing a new Student Information System requires extensive discovery. It is very important to get the requirements right as early as possible in the project. To help drive a successful project, we use our methodology we call RIO Recipe. Here is how we visualise a SIS implementation: We believe that there are many modules that evolve around a P

1355 Views 1 min

What Open Source Libraries are used by RIO Education?

Published August 25th, 2021 by Terry Ooi

We leverage some open source framework to build RIO Education. These are: jquery = required by fullcalendar lodash (https://lodash.com/) - MIT licence = javascript grouping and sorting library chartJs (https://www.chartjs.org) - MIT licence = javascript chart generator visualization library (https://github.com/almende/vis) - MIT licence = required b

914 Views 1 min

MB1.7

Published February 28th, 2022 by Terry Ooi

For this questionnaire, we are trying to what understand what type of Program does this implementation involve. Undergraduate/Postgraduate: Most common setup for RIO Education. Vocational: Not a standard but supported type of Course. Competency driven Program. Short Courses: Paid Courses with basic certification of completion. These type of Programs

607 Views 1 min

Discovery Sessions

Published March 8th, 2022 by Terry Ooi

Great! You are ready to kick start the discovery phase. Our MVP approach suggests at least 6 Discovery Sessions to cover all the Focus Areas. Take a look at each session below to understand who should attend and what you need to prepare. Discovery Session 1 - Master Data/Program/Term Management Who : IT Team, Registrar Team. What : In this session,

1240 Views 2 min

All RIO Education Modules

Published August 10th, 2021 by Terry Ooi

Master Data Management Edit here: Master Data Management‍ Master Data Management Master Data Management is a module in RIO Education. This is mostly referring to ... Master Data Management is a module in RIO Education. This is mostly referring to Master Data we either set up once/rarely in the system.  During implementation, this data should be setu

1401 Views 1 min

Master Data Template Guide - Program Plan

Published March 8th, 2022 by Terry Ooi

Master Data Template Please ensure that you make a copy of the Master Data Template  before you start. Related Tabs 15 - Program Plan Dependent Data Academic Program Object ID hed__Program__Plan_c Program Plan A Program Plan is essentially a Program structure of an Academic Program. This will be like a pyramid structure with the Program Plan at the

735 Views 1 min

UAT & You

Published May 23rd, 2022 by Terry Ooi

Document can be found here .

648 Views 1 min

RIO Connect Overview

Published August 9th, 2021 by Terry Ooi

RIO Connect is our middleware solution that integrates RIO Education with many external systems such as Moodle, Canvas, Xero, and many more. If you have RIO Education and you are looking for options to connect with other external applications, you are at the right place to start with. How do I start from here? The following are the top 3 checklist t

1965 Views 1 min

Master Data Template Guide - Course

Published March 8th, 2022 by Terry Ooi

Master Data Template Please ensure that you make a copy of the Master Data Template  before you start. Related Tabs 12 - Course Dependent Data University Department Object ID hed__Course__c Course Courses are the unit or subjects for a student to enroll and study. Several Courses can become part of a Program, and Courses can have several Course Offe

763 Views 1 min

Faculty Administration Overview

Published August 9th, 2021 by Terry Ooi

This module covers:  Faculty Administration Qualified To Teach Qualified Faculty‍ Faculty Affiliation Faculty Availability Time Staff Leave‍ 

1209 Views 1 min

Canvas Data for Grading

Published February 4th, 2022 by Terry Ooi

In this article, we will show you how Canvas stores its grading data. We will use the following example: BUS101 is a course in Canvas (Canvas Course Id:1788). There are 3 students enrolled into this course. Their Canvas Student Id is listed next to their name for reference purpose. BUS101 is made up for 3 assignment groups. Assignment Group Weightag

962 Views 1 min

Can I change Program Plan on a Program Enrollment?

Published September 15th, 2021 by Terry Ooi

Description When considering a Program Plan‍ change for a student, two main options usually arise. Both options take for granted that the new Program Plan has already been created and that said Program Plan is different from the original one: Generating a new Program Enrollment for the student, applying Auto Credit Transfer to bring results of the p

1097 Views 1 min

Session Scheduler Data

Published August 12th, 2021 by Terry Ooi

Session Scheduler‍ is one of the complex features we have in RIO Education. This page is driven by many data sets in RIO Education. To explain them, I will start by showing how this interface is rendered: First of all, let's divide this interface into 4 parts: Red : This is the Session list. It is driven by Session (Record Type=Class). In some confi

1218 Views 1 min

Overview - Design & Prototype

Published March 3rd, 2022 by Terry Ooi

From Overview - Discovery ‍. You may find the Prototype template here .

977 Views 1 min

MVP Requirements

Published March 2nd, 2022 by Terry Ooi

MVP (Minimum Viable Product) Requirements is a document we use to describe each SIS requirement per module.  Use the following template to drive the OOTB features:  RIO Education SIS MVP Requirements

890 Views 1 min

Master Data Management Overview

Published August 9th, 2021 by Terry Ooi

Master Data Management is a module in RIO Education. This is mostly referring to Master Data we either set up once/rarely in the system.  During implementation, this data should be setup initially and rarely changes. Educational Institution Grade Settings Grade Settings is part of the Educational Institution data setup. The details will be covered u

1461 Views 1 min

Show Pathway Number at Term Slider

Published October 12th, 2021 by Terry Ooi

Description Is it possible to show Pathway Number at the Term‍ Slider in the Student Community? For example, you can't tell from this Term Tile if this is the 2nd or 3rd Term. Resolution You can change this by setting "Show Term Title" at the RIO Ed - My Program (Aura)‍. It will then take the prefix in the RIO Education Settings‍ custom setting >

934 Views 1 min

Student Management Overview

Published August 9th, 2021 by Terry Ooi

When an Applicant creates an Application and it is approved, the Applicant will now be recognized as a Student. This module covers everything after the Admission/Application‍ module. It covers the following topics: Student Profile The Student 360 view. Student Program Enrollment (PE) Everything about a Program Enrollment‍ including the backend metad

1223 Views 1 min

Overview - Certification

Published May 27th, 2022 by Terry Ooi

RIO Education Certification Earn your RIO Education Certification. Designed for our SIS Partner Program, we offer two types of certification: Functional and Technical. Certification is a mandatory milestone that enables our Partners to implement a RIO Education project. RIO Education Certification is granted to individuals and is required to partici

1292 Views 1 min

Student Community Overview

Published August 9th, 2021 by Terry Ooi

Student Community is the external portal Student can access. It is also known as Student Experience. It covers all the functionality we exposed for Students. To name a few, there are: Application Flow. Enrollment Wizard. Session Calendar. Student Profile. The following video showcases the RIO Education Student Community and its functions/features.

1274 Views 1 min

Fee/Billing Management Overview

Published August 9th, 2021 by Terry Ooi

This module covers the fee and billing side of RIO. It also includes Financial Aid Integration with system such as Powerfaids, Regent, Campus Ivy, etc.

1274 Views 1 min

Loading Student Profile Photos

Published November 21st, 2021 by Terry Ooi

Description How to load Student profile pictures? Resolution RIO Education uses a Lightning Component - RIO Ed - Picture Panel (Aura)‍ to display Student Profile photos. Behind the scene, it is using Salesforce Files (with the description Profile Picture). How do you data load them? Here is the solution from Salesforce. A few tips you should be awar

1199 Views 1 min

RIO Education User Profile, Custom Permission, and Permission Sets

Published September 21st, 2021 by Terry Ooi

When you go through our standard RIO Education setup process, the following profiles and permission sets will be created. Some are part of RIO Education's managed package, while some are created using metadata to provide users with the ultimate flexibility to modify it. User Profiles The following profiles are provided as part of the RIO Education s

1519 Views 3 min

RIO Challenge V2 - Term Generation

Published August 1st, 2022 by Terry Ooi

All Terms are generated on-the-fly when a Challenger initiates a Challenge. To make the generated Terms relevant to our Challenge, we use a variable date to create it. Here are the rules: There are 6 Terms: 2 previous Terms, and, 4 future Terms. Each Term has a duration of 5 months with 1 month of Term break. The Term start date is determined by the

437 Views 1 min

Session Management Overview

Published August 9th, 2021 by Terry Ooi

This module covers anything related to Session: Session  /  Session Time Session Connection Attendance Session Template Builder Session Scheduler Appointment Scheduler

1321 Views 1 min

Program Management Overview

Published August 9th, 2021 by Terry Ooi

This module covers the setup of the overall Program Structure from: Academic Program An Academic Program can be Accredited (eg. Diploma, Undergraduate, Postgraduate) or Non-Accredited (Short courses). Program Plan (Version) Plan Requirements (Group/Course) Program Course Requirement (Pre-requisite/Co-requisite) Program Discipline/Program Discipline

1243 Views 1 min

Term Management Overview

Published August 9th, 2021 by Terry Ooi

This module covers terms related data. The data you need to setup when you have a new term. This covers the following topics: Term Holidays Holidays can be defined so that RIO Education will recognize them while processing schedule. This will be used in Session Management‍. Fee Schedules While defining a new Term, RIO Education also provide the flex

1129 Views 1 min

How does Plan Line and Booking work?

Published August 12th, 2021 by Terry Ooi

Description How does Plan Line and Booking work? Resolution Plan Line and Booking data are backend metadata of RIO Education. Standard users should not interface with this. Plan Line and Booking data are generated from the Session‍ / Session Time‍ records. You can either do it via the Session Scheduler‍ or the Session Record itself. When the Booking

1154 Views 1 min

Overview

Published February 28th, 2022 by Terry Ooi

  RIO Recipe is our recipe for success. Once you have decided your SIS journey with RIO Education, you can use the following recipe for a successful implementation.   The project timeline will vary due to: Data Migration activities - Number of source data, size of the data (e.g. 10 years, 20 years, etc.). Data Integration end points. Number of Langu

1665 Views 1 min
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