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Jimmi Sim
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Fee Setup Sequence
Published March 24th, 2023 by Jimmi Sim
Below is the suggested sequence of creating Fees and linking them to Programs and Courses. The purpose of the sequence outlined below is to reduce and hopefully prevent any mishaps when generating student fees. For example, if you miss a step in preparing the fees, you may encounter errors while generating the student fees, or have issues with the c
Transactional Data Migration Use Case
Published March 28th, 2023 by Jimmi Sim
Transactional data refers to the information that is generated as a result of transactions or events. In RIO Education context, these transactions can include: Student details . Program Enrollment details . Course Enrollment details . Result details . Although there are multiple SIS systems available, the transactional data mentioned above is genera
Transactional Data
Published July 22nd, 2022 by Jimmi Sim
Important For recommended formats in extracting data, check out this article here . Transactional data is the data that changes overtime, for example: Student data - The student's data gets created whenever there is a new enrollment. Program Enrollment data - The students' Program Enrollment data gets created whenever the students enroll into Progra
RIO Ready: Student Request - Appeal of Results
Published February 22nd, 2022 by Jimmi Sim
RIO Ready: Student Request - Appeal of Results This is an official request that the students can file to appeal for the results that they have obtained for their Courses, and to re-review the results. Fiona has obtained her result/grade for the Course 'Manage Meeting' and she is not confident with it. She can login to the Student Community and file
Fee Schedule Term Matrix
Published March 23rd, 2023 by Jimmi Sim
Fee Schedule Term is the key for Student Fee generation. Without it, the Student Fee will not be generated OR generated with errors. Lets take a look at the table below where it simplifies the outcome of each use cases: Fee Method This is to determine how the Student Fee is going to be generated. Program Course & Term - Course Fixed Term Outcome
RIO Education Certificate and Key Management
Published June 1st, 2022 by Jimmi Sim
RIO Education is a native Salesforce Student Information System (SIS, SMS). It does not perform any callouts to external/3rd party services, hence, it does not utilize any keys/certificates. This also means that we do not store or manage any customer-related keys/certificates. However, if you are using any external/3rd party services or apps, the k
RIO Ready: Student Request - Application for RPL
Published February 22nd, 2022 by Jimmi Sim
RIO Ready: Student Request - Application for RPL This is an application to request a formal assessment to assess the competency of a student that may have been acquired through formal or informal learning, which later on can be converted into credits and put towards a qualification. If Fiona has taken a Course to handle infants, she can apply for RP
RIO Ready: Master Data Migration
Published December 20th, 2021 by Jimmi Sim
Master Data Template Import Template Use the standard master data import file template. You can download a copy from here (master data template) . Delete External IDs You will see a special column with label that contains "Ext ID" or External ID". The values in this column will be auto populated and used as keys to link the related data together. I
Grade Points in Double Digit Value
Published October 3rd, 2022 by Jimmi Sim
Overview Grade Points can be defined in the Grade Settings record. Certain educational institutions award their students with Grade Points that are in double-digit values. As an example, "HD - High Distinction" below: Grade Range Grade Points Grade Result Grade Value 85 - 100 10 Pass HD - High Distinction 75 - 84.9 9 Pass D - Distinction 65 - 74.9
RIO Ready: Report Components/Updates
Published February 11th, 2022 by Jimmi Sim
Update/ Component Description Updated the Allow Reports settings for the following objects: Program Applications . Program Enrollments . Session . Payments . Created the following Report Types: Course Connection . Course Offerings with Course Connections. Courses . Program Enrollments with Course Connections. Program Enrollments with PE Pathways . P
Merging Accounts/Contacts/Person Accounts
Published January 5th, 2022 by Jimmi Sim
Description How to merge Accounts, Contacts, and Person Accounts in RIO Education? Resolution The best practice is to use Salesforce Duplicate/Matching rule. Below is a detailed outline on how to merge Accounts, Contacts, and Person Accounts. Notes: While selecting the Master (surviving) record, please select the Contact with associated Portal/Expe
Linking Fee Lines with Accounting Details
Published February 16th, 2022 by Jimmi Sim
In RIO Education, the Fee Lines are not linked to (nor store) any accounting details e.g. Revenue GL, Expense GL, etc. This is because RIO Education can be integrated to different accounting systems out there and they may have different structures or specifications, so the availability of these information may differ. However, you can adopt one of t
Fee and Student Fee Matrix
Published February 22nd, 2023 by Jimmi Sim
Different Fee Methods result in different Student Fee structures. Different Fee Methods also have different ways of triggering the generation of Student Fees . Below is a table that simplifies the details that you should know. Note: For information on setting up Fees for Courses, see here instead: Setting up Fees for Courses . Fee Method This is to
RIO Ready: Student Support Request Functionality
Published December 20th, 2021 by Jimmi Sim
This functionality is intended to give you a head start on setting up a channel for students to raise their requests within RIO Education through the Digital Experience. A student files a request via the Student Community, for example, 'Generic Grievance'. A case is created in Salesforce Service Cloud and assigned to a Student Service Personnel (SSP
Implementing Program Discipline
Published June 21st, 2022 by Jimmi Sim
To implement Program Disciplines , there are a few areas to set up. Read the following to setup the Program Disciplines accordingly: Program Discipline Data Before the Program Disciplines are available for the students to enroll into, the relevant data must be ready. These data are: Program Discipline Data This is the data that is created under the
RIO Education: Transcript Setup
Published February 17th, 2023 by Jimmi Sim
Transcript generation is an important feature for all education providers and it should be a standard module in a SIS. For RIO Education, most of the new users will be using the S-Docs app (unless the users already have their own template generation app). The transcript generation can be initiated through 2 main options: Individual generation: Allow
Migration: Managing Expectations
Published February 2nd, 2023 by Jimmi Sim
Overview Data migration is one of the biggest and most complex tasks in the SIS implementation. While the migration is performed at the greatest possible effort, the result/outcome of the migration may not be necessary 100% on point. As you/we are dealing with different legacy systems, it is quite impossible to capture and understand all possible l
"GPA: value outside of valid range on numeric field" error message when releasing grade
Published October 3rd, 2022 by Jimmi Sim
Description When releasing grade through a Course Connection or Course Offerings , you may receive an error message that contains the following content "GPA: value outside of valid range on numeric field". Full error message is as per image below: Resolution The error message above is caused by the GPA calculation process. EDA's GPA field in the Pro
Form: Save and Continue
Published January 19th, 2023 by Jimmi Sim
Overview If the Forms in your instance are built out of Salesforce's flow screen, you can utilize the "pause" feature. This feature provides you the ability to "save and continue later" in your Forms. To use this feature, there are a few things that you will need to take note of. Things to note Look and feel When you pause the Flow / Form, the save
Contact Details (Applicant/Student) Data
Published July 22nd, 2022 by Jimmi Sim
Important For recommended formats in extracting data, check out this article here . These are the minimum data required to import Contact (Applicant/Student) records. Of course, different customers may track different amount of data in which, more fields can be included in the extract. Personal Details Standard Fields Required Notes Salutation First
RIO Ready: Student Id Generation Functionality Setup
Published December 20th, 2021 by Jimmi Sim
To quickly setup the Student Id generation functionality , please follow the following steps: Step 1: Change the Student Id Format Login to Salesforce and go to “Setup”. From Setup, click on Object Manager. In the Quick Find box, enter the Student Number. Click on the object. If you are unable to find this object, you may need to install the custom
RIO Ready: Student Request - Special Consideration
Published February 22nd, 2022 by Jimmi Sim
RIO Ready: Student Request - Special Consideration Form This is an application for special consideration, that may be submitted to the institution to take unexpected or extenuating circumstances into consideration during the marking of an assessment. Fred (Student) had a low assessment mark/grade due to a health condition which prevented him from gi
RIO Ready: Student ID Generation Functionality
Published December 16th, 2021 by Jimmi Sim
This RIO Ready custom functionality, Student ID Generation, provides the capability to generate student IDs/student numbers. This generates student IDs when the Contact Type is updated to “Student” (and the Student ID was initially blank before updating the Contact Type). Suggestion You can setup a custom automation to update the Contact Type value
RIO Ready: Digital Experience Items
Published December 20th, 2021 by Jimmi Sim
Did you know? RIO Education has a standard student/faculty Digital Experience setup by default. It has all the relevant community pages to hold the relevant components of RIO Education - this includes components for both student and faculty. In RIO Ready, more items are included to make the student and faculty experience more complete, here's what's
RIO Ready: Transcript Generation Functionality
Published December 16th, 2021 by Jimmi Sim
What's included: Button (Action): A custom button “Generate Transcript” is available at the Program Enrollment object. This button will initiate the RIO Docs (S-Docs) process to generate the transcript. Transcript Template: Customize by changing the images and static text. When the transcript generation is initiated, the process will automaticall
RIO Ready: Student Request Functionality Setup
Published December 20th, 2021 by Jimmi Sim
To quickly setup the Student Request functionality , please follow the following steps: Step 1: Define Support Users Login to Salesforce and go to “Setup”. From Setup, click on Home. In the Quick Find box, enter Queues. Click on Queues. Click on Student Request. If there is none, you will need to create a Queue for the "Case" objects. Click on Edi
Course Enrollment Result Data
Published July 22nd, 2022 by Jimmi Sim
Important For recommended formats in extracting data, check out this article here . These are the minimum data required to import Course Enrollment results. Of course, different customers may track different amount of data in which, more fields can be included in the extract. Standard Fields Required Notes Student (the student that this Program Enro
Setting Up Faculty User
Published January 17th, 2022 by Jimmi Sim
Description How to set up faculty users? Resolution There are different steps to set up faculty users depending on the user licenses that they are on. Below are the steps outlined based on different user licenses. Lightning Platform License The flow of the creation will be: Create a User > Create a Contact > Associate the Contact to User. To c
Course Enrollment Data
Published July 22nd, 2022 by Jimmi Sim
Important For recommended formats in extracting data, check out this article here . These are the minimum data required to import Course Enrollment records. Of course, different customers may track different amount of data in which, more fields can be included in the extract. Standard Fields Required Notes Student (the student that this Program Enro
Continuing Course
Published February 9th, 2022 by Jimmi Sim
Description How to continue Courses ? Use Case A Course that spans for 2 Terms or consist of 2 parts where the students have to do it for 2 Terms or 2 parts in order to complete the whole Course. For example: BUS1012 Innovation Business is a 2-part Course. Each part is offered in different Terms. So, if Fred the student is interested in completing t
Program Enrollment Data
Published July 22nd, 2022 by Jimmi Sim
Important For recommended formats in extracting data, check out this article here . These are the minimum data required to import Program Enrollment records. Of course, different customers may track different amount of data in which, more fields can be included in the extract. Standard Fields Required Notes Student (the student that this Program Enr
RIO Ready: Student Request - Credit Transfer
Published February 22nd, 2022 by Jimmi Sim
RIO Ready: Student Request - Credit Transfer Students can apply to transfer their credits from previous studies towards the current related Course(s) to reduce the number of Courses required to complete the enrolled Program of study. Fiona has done SPA1001 Spanish Language in her previous institution. She can login to the Student Community and apply
RIO Ready: Student Request - Variation of Enrollment
Published February 22nd, 2022 by Jimmi Sim
RIO Ready: Student Request - Variation of Enrollment This is an official request that the students can file to apply for variation of enrollment e.g. deferral, withdrawal, etc. Due to unforeseen circumstances, Fred will need to defer his studies to a later date. He can login to the Student Community and file a formal request to the institution to de
RIO Ready: Student Request - Grievance
Published February 22nd, 2022 by Jimmi Sim
RIO Ready: Student Request - Grievance Form A grievance or complaint may be made against any of the institution's decisions, actions, or processes that may include concerns over such matters as application procedures, including education agents, discrimination, harassment, etc. Fred (Student) had a bad experience with the agent who is handling his a
RIO Ready: Student Request - Extension of Assessment
Published February 22nd, 2022 by Jimmi Sim
RIO Ready: Student Request - Extension of Assessment Form This is a formal request for delaying the completion or submission of an assessment task after the deadline. Fred (Student) was sick for a week due to COVID and could not finish his assignment on time. Fred goes into the Student Community and files a formal request to extend the deadline of t
RIO Ready: Student Request - Documentation Request
Published February 22nd, 2022 by Jimmi Sim
RIO Ready: Student Request - Documentation Request This is an official request that students can file to request for documentation from the institution. Fred would like to request for his official transcript for Bachelor of Business Administration. The information captured from this form are: Field Notes Program of Study The student's related Prog
RIO Ready: Login/Self-Registration Functionality
Published December 16th, 2021 by Jimmi Sim
In Digital Experience, you have the option to use a Salesforce standard login or a RIO Ready custom login. Why/when do you use the RIO Ready custom login? Use Case 1: We don't want logins for all students in our database: You have a huge number of students in your legacy database that were brought over to RIO Education. You do not want to activate D
Training Sessions
Published August 12th, 2022 by Jimmi Sim
Training Session 1 - Master Data Management Who: IT Team, Registrar Team. What: In this session, we will cover the foundation setup of RIO and how the institution's data will look in RIO. For example, this is a standard Master Data Setup using our fictional RIO University as an example . Duration: 1 hour. Preparation (Before): Take a look at the s
RIO Ready: Additional Reports
Published February 11th, 2022 by Jimmi Sim
RIO Education has a set of standard ready-to-use reports as part of the product. However, RIO Ready provides you with even more variations of reports for you to use and further customize. Each of these additional reports are grouped under a series of additional report folders. The additional report folders are: RIO EDU - Admissions & Recruitment
RIO Ready: Student Application Functionality
Published December 21st, 2021 by Jimmi Sim
The RIO Ready Student Application functionality is intended to give you a head start on setting up a channel for students to apply for their Programs within RIO Education through the Digital Experience. This provides: Custom Screen Flow: A custom flow has been setup to allow student to submit their applications. This flow will create a Program Appl
RIO Ready: Student Request - Approved Absence
Published February 22nd, 2022 by Jimmi Sim
RIO Ready: Student Request - Approved Absence Form The request for approval of absence is a form used to document the approval or denial of a verified absence from classes. Fred (Student) was sick for a week due to COVID. Fred goes into the Student Community and sends a request for approval of absence to the institution for further action; so that h
RIO Ready: Student Application Functionality Setup
Published December 21st, 2021 by Jimmi Sim
To quickly setup the Student Application functionality , please follow the following steps. This will enable students to make a Program Application on their Student Portal. Step 1: Activating the Flow Login to Salesforce and go to “Setup”. From Setup, click on Home. In the Quick Find box, enter Flows. Click on Flows. Click on REDU Program Applicat
RIO Education AppExchange Listing
Published April 12th, 2022 by Jimmi Sim
RIO Education is a native Salesforce Student Information System (SIS, SMS) listed on the AppExchange. See it here. For the solution to be listed on the AppExchange, RIO Education has to go through Salesforce's security review process and pass it. The security review ensures that the solution we publish on the AppExchange meets industry security bes
RIO Ready: Transcript Generation Functionality Setup
Published December 20th, 2021 by Jimmi Sim
To quickly setup the transcript generation functionality , please follow the following steps: Step 1: S-Docs Login to Salesforce and go to Setup. From Setup, click on Object Manager. In the Quick Find box, enter Installed Packages. Search for S-Docs. If you are unable to find it, it means the S-Docs package is yet to be installed. You can install it
RIO Ready: Community Components
Published January 28th, 2022 by Jimmi Sim
The following is a list of additional changes applied to the RIO Education's existing community. These additional changes are outlined below: Component/Area Change Description Navigation Added a new navigation menu: Student Navigation. To ensure that the student user has own list of menu options. Navigation Added a new navigation menu: Faculty Navig
Role of Salesforce Admin
Published August 22nd, 2022 by Jimmi Sim
The role of Salesforce Administrator covers the following: Manage Users Reset password. Freeze user. Troubleshoot user login issue. Create new users for: Internal users. Faculty users. Student users - usually created through self-registration but can be created manually as well (if required). Manage permission sets and permission set groups for new
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