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Vin Tan
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RIO Ready V4: Refund Payment Setup
Published November 13th, 2024 by Vin Tan
Overview This article provides a guide to setting up the Refund Payment after installing RIO Ready V4: Refund Payment. Prerequisite Install the RIO Ready V4 - Refund Payment: [Install from here]. Post-installation Setup Permission (Objects/Fields/Apex Classes/User permission) Grant the necessary permissions for each component to users. Ensure th
Setting up RIO Ready for Demo or Prototype Instance
Published April 12th, 2022 by Vin Tan
This document outlines the steps to quickly set up RIO Education with RIO Ready within 1 hour (excluding the 1 hour waiting time). This document breaks down into 3 main sections as below: Package Installation. Community Configuration. Testing. The outcome of the setup is to allow students to self-register from the Student Community and submit a Prog
RIO Ready V4: RIO Education Community Setup
Published November 13th, 2024 by Vin Tan
Overview This article provides a guide to setting up the login and self-registration components after installing RIO Ready V4: RIO Education Community. Prerequisite Install RIO Education Install the either one of the RIO Ready component below: RIO Ready V4 - RIO Education Community (Vanilla) OR RIO Ready V4 - RIO Education Community (Full) Pos
RIO Ready V4: Refund Payment Components
Published November 12th, 2024 by Vin Tan
Refund Payment Components Name Type Description redu_RefundPayment Lightning Component (Aura) To embed the refund payment flow so it can be used as a global action REDU_Refund_Payment Flow Flow for the refund payment process reduivy__Transaction_Order__c.redu_Lookup_Choice_Label__c CustomField Formula field to be used as the lookup label in the flow
RIO Ready V4: Login/Self-registration Functionality
Published November 4th, 2024 by Vin Tan
Overview These components function similarly to the standard login and self-registration pages in Digital Experience, but with added features specifically designed to address RIO Education use cases. This includes following: Login Component Self-registration component Existing student component Login Component You have a huge number of students
RIO Ready V4: Login/Self-registration Setup
Published November 4th, 2024 by Vin Tan
Overview This article provides a guide to setting up the login and self-registration components after installing RIO Ready V4: Login/Self-registration. Prerequisite Install the RIO Ready V4 - Login and Self-Registration Components: [Install from here]. Community Setup: Ensure a student community is set up, such as the RIO Education Community. Alt
RIO Ready V4 Installation Guide
Published November 1st, 2024 by Vin Tan
Overview This guide provides instructions for installing RIO Ready on an instance already configured with RIO Education V4. Here's a summary of the steps: Prepare Your Instance for RIO Ready V4 Installation Includes tasks such as installing and configuring SDocs and Payments2Us. Install RIO Ready V4 - here Assign Required Permissions Add necessary p
RIO Ready V4: Refund Payment Functionality
Published November 12th, 2024 by Vin Tan
Overview This functionality allows the user to generate refund for students in a simple process. A "Refund" button will be added to the Transaction Order record page. When pressed, it will initiate a screen flow to guide the user through the refund process. There are 2 types of refund: Refund as credit note A transaction order with a negative transa
RIO Reporting (US) - IPEDS
Published April 19th, 2023 by Vin Tan
Introduction This guide outlines the steps required for an end user to setup an IPEDS (Integrated Postsecondary Education Data System) report. IPEDS is a US Reporting standard. There are multiple report types that need to be generated and submitted at different times during the reporting period. Access the Survey Materials (Format) required to subm
RIO Ready V4: RIO Education Community Components
Published November 13th, 2024 by Vin Tan
RIO Education Community Components Both the RIO Education Community Vanilla and Full version are having the same list of components. Name Type Description RIO_Education_Community1 ExperienceBundle RIO Education Community core components which includes the community pages and settings Faculty Audience Audience of the community pages Student Course_Ca
RIO Reporting (US) - National Student Clearinghouse (NSC)
Published March 13th, 2023 by Vin Tan
This guide outlines the steps required for an end user to configure and generate a NSC report. National Student Clearinghouse (NSC) is a report that is required by the US government. This report contains only 1 file with 3 sections: Header. Details. Trailer. National Student Clearinghouse (NSC) - Enrollment Reporting Flow Enrollment reporting proces
Extend the Pathway availability in the Student Community
Published December 23rd, 2021 by Vin Tan
Description For students that are falling behind their progression or those wanting to extend their studies, is it possible to add/extend the pathway availability in the Student Community? Resolution Yes, this is possible as the number of pathways displayed in the Student Community is based on the PE Pathway record of the student's Program Enrollm
Credit Transfer is not working if the source Program Enrollment is withdrawn
Published January 11th, 2022 by Vin Tan
Description The Auto Credit Transfer feature will not work if the source Program Enrollment is withdrawn (i.e. the student has withdrawn from the source Program Enrollment). Resolution If target Program Enrollment exists There are two options: Admin can configure the 'Contribute Credit Transfer' option in the Program Enrollment Statuses (Custom Me
RIO Ready V4: RIO Education Community Functionality
Published November 13th, 2024 by Vin Tan
Overview There are 2 versions of RIO Education Community: RIO Education Community (Vanilla version) RIO Education Community (Full) RIO Education Community (Vanilla version) The vanilla version is a streamlined community designed to work independently of other RIO Ready components. Features Includes essential community pages like My Profile and M
RIO Ready V4: Login/Self-registration Components
Published November 4th, 2024 by Vin Tan
Login/Self-registration Components Name Type Description redu_ExistingStudentForm_LCTRL ApexClass Controller class for redu_ExistingStudentForm redu_ExistingStudentForm_TEST ApexClass Test class for controller class redu_ExistingStudentForm_LCTRL redu_LightningResponse ApexClass Response class for LWC redu_LoginForm_LCTRL ApexClass Controller class
RIO Education Deployment Process
Published January 10th, 2022 by Vin Tan
RIO Education Deployment Process We understand that not all our customers are the same, therefore customization is required in most cases to cater to their business requirements. This document outlines the deployment process for the customization or change request of RIO Education. The following information is required before the development is star
RIO Reporting - Postsecondary Student Information System (PSIS)
Published March 8th, 2023 by Vin Tan
This guide outlines the steps required for an end user to configure and generate a PSIS report. Postsecondary Student Information System (PSIS) is a reporting that is required by the Canadian government. Prerequisites The following managed packages must be installed in the Salesforce org: EDA RIO Education RIO Education - Reporting Engine (Generic)
RIO Ready: Student Request Components
Published January 25th, 2022 by Vin Tan
StudentRequest_Package Components for the Student Request functionality . Name Type Description redu_Student_Request Flow The main flow that handles the following student requests: Grievance. Request for Approved Absence. Extension of Assessment Application for RPL. Special Consideration. Variation of Enrolment. Appeal of Results. Documentation Requ
Credit Transfer for Elective Courses (Optional)
Published February 10th, 2022 by Vin Tan
Credit transfer for elective Courses (optional) When a Course is completed, the credit transfer engine will create a new Course Connection for the related Course if it is not found on other Program Enrollments for a student. When a new Program Enrollment is created, the "Optional" Course Connection will also be created if the completed Course is f
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