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Terry Ooi
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Overview - Project Management & Governance
Published March 2nd, 2022 by Terry Ooi
RIO Project Methodology The RIO implementation methodology uses RIO Recipe. Internally 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 are captured in a Mission Control Project, allowing for monthly or milestone time-logs
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
RIO Wants You
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
RIO Recipe Partner Training
Published July 18th, 2023 by Terry Ooi
Click here to review our RIO Recipe Partner training video series. Session #1 Introduction RIO Recipe RIO Education Most Wanted Session #2 Discovery Master Data Management Data Migration and Loading RIO Recipe Discovery Overview Discovery Questionnaires Master Data Migration Template Sample Program Structure/Pathway (Excel) MVP Doc Session #9 Bu
All RIO Education Modules
Published August 10th, 2021 by Terry Ooi
RIO Education comprises of the following 11 modules , with each module representing a distinct and significant function in Student Management System. Master Data Management Master Data are the data that we set up once / rarely in the system. This data should be set up during initial stage of implementation, and rarely changes afterwards. v3 Data Dic
Credentials Management Policy
Published August 2nd, 2024 by Terry Ooi
“Why do I have to grant access for every single case?” You may ask. This is the RIO team Credentials (password) management policy. We do this to protect your data. For all our customers, we wouldn't want to store your production credentials permanently in our system. All the access should be granted per case with an expiry date. We will only ask for
Product Feedback Management
Published August 2nd, 2024 by Terry Ooi
Got an idea to improve RIO Education? Great, we love it when our users share with us. Here is a quick guide for you to understand the process. If your request is confirmed as a bug, we will prioritise the fix and communicate the patch release with you. If your request is an enhancement/new feature request, we follow a different process, outlined her
Program/Course Catalogue
Published August 15th, 2024 by Terry Ooi
Overview Eliminate the work involved to setup and maintain a separate online course catalogue. Use the data you have setup in RIO to display this information directly on your website. User/Data Access Our Program/Course Catalogue can support both public and private mode. As a common practice, high level course details can be set as public. The prog
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 A student has a Program Enrollment (is currently enrolled) t
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
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
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
Salesforce Sales/Service Cloud Dependencies
Published October 5th, 2023 by Terry Ooi
RIO Education (Eddie) is built on top of Salesforce Education Data Architecture (EDA). It can be installed in any cloud such as Sales/Service Cloud. To help you to understand the relationship, here are a list of Objects RIO Education relies on: Account (Required) - Administrative or Household type of account that serves as a parent of a Student Cont
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
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 9 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,
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
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
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
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
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.
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.
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
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
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
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
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
Consideration for implementing Record Type
Published July 24th, 2023 by Terry Ooi
System-generated records For records generated by RIO Education UI, introducing a new record type can be a challenge. For example: Course Connection is generated via RIO's Enrollment Wizard . Session Connection is generated via RIO's Enrollment Wizard. Session/Session Time is generated via RIO's Session Scheduler . In all RIO Education objects,
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
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)
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 >
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
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
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
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
RIO Connect Overview
Published August 9th, 2021 by Terry Ooi
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. As a complete and end-to-end Student Management System, RIO Education supports various integrations for each of its modules. RIO Connect is our middleware solution that integrates RIO Education with many ex
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
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
Enrollment Overview
Published August 9th, 2021 by Terry Ooi
This module covers the aspects of student enrollment into a Program (including its Courses, Sessions, and Disciplines) after their application has been accepted / approved. Program Enrollment A Program Enrollment represents a student's enrollment into an academic program. It tracks the student's progress and stores other records such as: PE Group Re
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
Student Enrollment Benchmark Test
Published April 24th, 2023 by Terry Ooi
In one of our project go-live preparations, 1000+ students were invited to participate in a simulated enrollment exercise. ~ 600 students turned up to enroll, and ~ 2000 enrollments were created within 1 hour of testing. The chart below shows the user logins vs enrollment created:
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
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
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
MVP Requirements
Published March 2nd, 2022 by Terry Ooi
The MVP (Minimum Viable Product) Requirements template is used to: Identify the stakeholders for each module/area of functionality Confirm that ootb features have been communicated Obtain necessary credentails for testing Provide checklists & test cases for the testing of core areas of functionality. Use the following template as the foundation
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.
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
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
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 Your browser does not support
Student Fee Management
Published October 4th, 2023 by Terry Ooi
Like any full SIS, RIO Education has functionality to handle 3 main type of Student Fee: For RIO Education to support the generation of these fees, the underlying data is important: Program Fee Structure. Student Enrollment Data. Student Housing Data. Student Pathway for each Studying Semester. Even within each Fee Type, there are complexity we
Overview - Design & Prototype
Published March 3rd, 2022 by Terry Ooi
The Prototype demonstrates to the customer what they can expect from the build process. Use the prototype process to: Validate the information obtained in the Discovery Sessions. Provide additional knowledge transfer to the customer. Identify any gaps not covered in Discovery. Obtain agreement on the build phase. The template can be found here .
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
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
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
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