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Zhen Yueh Lean
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Records owned by students are not visible to internal users
Published August 19th, 2021 by Zhen Yueh Lean
Description The records owned by students are not visible to internal users. Resolution This is only applicable if: the student users are using "Community Login User" licence. the internal sharing mode for objects are set as "Private". When records are created by a student on digital experience site, the records will be owned by the student. Unfortu
RIO Education 3.4 Release Notes
Published November 25th, 2021 by Zhen Yueh Lean
For more information on installing or upgrading your RIO Education version, head here . 3.4.1 Release date: 17th December 2021 Bug Fixes Grade Management ISS-001077 Fix for ISS-001050 Fixed the Course Connection query criteria. When releasing and unreleasing grades from Course Offering, it will consider only the following criteria: Release Grade En
Student Fee Type (Custom Metadata Type)
Published December 21st, 2021 by Zhen Yueh Lean
Student Fee Type (Custom Metadata Type) The Student Fee Type (custom metadata type) is used to define the supported Student Fee type defined in the Contact object , and the related fee amount field to be used to find the correct fee amount. Info Whenever a new option is added to the Contact's Student Fee Type field, you should also update the Studen
RIO Education 3.1 Release Notes
Published November 25th, 2021 by Zhen Yueh Lean
For more information on installing or upgrading your RIO Education version, head here . 3.1.11 Release date: 24th November 2021 Bug Fixes Enrollment Wizard: The courses listed are not being grouped in the correct PE Group. Custom Single Related List : Sorting a reference field (Lookup/MD) doesn't respect the actual value. Calendar not showing all bo
RIO Education 3.8 Release Notes
Published April 6th, 2022 by Zhen Yueh Lean
For more information on installing or upgrading your RIO Education version, head here . 3.8.7 Release date: 20th July 2022 Bug Fixes Student Community ISS-001350 Blank PE Pathway breaks repeated course enrollment in the Course Enrollment Wizard The enrollment logic is updated to handlerxpreviously failed course without a PE Pathway linked. See also:
"Document with ID does not have an owning Library" error when upgrading to version 3.6 and above
Published April 8th, 2022 by Zhen Yueh Lean
Description Error: When upgrading to RIO Education version 3.6 and above, you may encounter the error "Document with ID does not have an owning Library" for both "rioed" and "rioed_eddie" content documents. Root cause: This could be due to the related content document not being shared with anyone in the Salesforce org. Please verify this by followin
Attendance component is missing some students
Published December 17th, 2021 by Zhen Yueh Lean
Description When taking attendance using the RIO Ed - Attendance - Session List (Aura) Component , some of the students are missing. Resolution Please ensure that: The students' Course Connections ' enrollment status is set to "Enrolled" or "Completed". The students are enrolled to the correct Session . The students' Session Connections ' enrollmen
Grading Period Setting
Published September 30th, 2022 by Zhen Yueh Lean
Grading Period Setting This object allows user to define when faculty can grade students' Sessions . For example, you can set the grading component to be unlocked during the mid-terms, in order to grade students for their mid-term exams. See also: Grading Period Type and Setting . Important fields Field Description Grading Period Setting Name Name
How to prevent students from withdrawing/cancelling a Course in the Enrollment Wizard
Published August 12th, 2021 by Zhen Yueh Lean
Description The education institution does not want students to unenroll from Courses by themselves. How to prevent students from unenrolling from a Course via the Enrollment Wizard ? Resolution The admin can control students' ability to withdraw from a Course via the Enrollment Wizard based on: Census date (finalization date of the Course enrollmen
Student Fee Generation
Published August 31st, 2021 by Zhen Yueh Lean
Overview (For scheduling the Fee generation from the PE Pathway, see: PE Pathway Fee generation instead.) The following article covers the generation of Student Fees and its different types, and how the 'Fee Method' and 'Pay Upfront' fields on the Program Enrollment will affect the Student Fee creation. Use case The institution is offering an Acad
Important setup for newly cloned sandbox and test classes
Published February 10th, 2022 by Zhen Yueh Lean
This article outlines the important data to be set up for: a new developer sandbox. developing any customization that requires test classes. Trigger handlers for new sandbox When a new developer sandbox is cloned from production, it only contains the setup data like custom settings and custom metadata type. The required custom object data like Trigg
RIO Education License Overview
Published June 10th, 2025 by Zhen Yueh Lean
Administrators can access the overview of the RIO Education license and features being provisioned to an Salesforce org by navigating to: Click on App Switcher Search for RIO Education Settings page In the RIO Education Settings page, the license provisioned and used will be displayed. Understanding Licenses in RIO Education In RIO Education, there
Funding Type Disbursement and Order (Custom Metadata Type)
Published December 21st, 2021 by Zhen Yueh Lean
Funding Type Disbursement and Order (Custom Metadata Type) This custom metadata type is used to determine the Funding Disbursement method and order of priority based on the Funding object's 'Funding Type'. The supported Funding Types (from the Funding object) are as follows, where admin can set an order of priority for the following: Discount %. D
Data Load Considerations for Importing Sessions and Bookings
Published November 25th, 2021 by Zhen Yueh Lean
Overview This article covers the records and other fields that are involved in migrating Sessions and Bookings. What are the objects involved? This depends on the data that you plan to migrate. If you plan to migrate the session and let RIO Education to generate the session's bookings, you need to load the data into: Session . Session Time . After m
Why cannot load or open the Session Scheduler
Published August 31st, 2021 by Zhen Yueh Lean
Description When loading the Session Scheduler, you may get an error saying: "Unfortunately, there was a problem. Please try again. If the problem continues, get in touch with your administrator with the error ID shown here and any other related details.". In other words, you cannot load the Session Scheduler . Why is there an error where users can
Contact record ownership for self-registration
Published August 19th, 2021 by Zhen Yueh Lean
Description Who is the owner for Contact records if the Contact is created through self-registration? Resolution When self-registration is enabled for a digital experience site and the "default" account is set, the contact created via the self-registration process will be parked under the "default" account and owned by the same owner. For any custo
Setup Reporting Export
Published December 19th, 2022 by Zhen Yueh Lean
Setup Reporting Export Before exporting the report, you will need to create a reporting export. This allows you to define the following important details: Reporting version. Reporting year. Export data date range. Reporting Export To create a reporting export: Switch to RIO Reporting Engine app. Click on the Reporting Export tab. Create a new export
Exporting Report and Status Monitoring
Published December 19th, 2022 by Zhen Yueh Lean
Exporting Report and Status Monitoring The RIO Education - Reporting Engine uses both Reporting Export and Reporting Export Job to track the status of an export. Initiate an export To start initiate an export: Switch to RIO Reporting Engine app. Click on the Reporting Export tab. Select a reporting export record. Update the Status to Queue. Calculat
You've exceeded the limit of 100 jobs in the flex queue
Published October 29th, 2021 by Zhen Yueh Lean
Description You encountered the message "You've exceeded the limit of 100 jobs in the flex queue <org id>" when saving a record. Resolution Please check that you do not have more than 100 jobs in the Apex Flex Queue. If you have any long running jobs that utilize all resources, you may want to stop the job and run it during off peak hours. Ple
RIO Education 3.6 Release Notes
Published February 28th, 2022 by Zhen Yueh Lean
For more information on installing or upgrading your RIO Education version, head here . 3.6 Release date: 28th February 2022 Metadata Package Link https://rioed-installer.herokuapp.com/products/RIO_Education_Upgrades/latest/v3_6 WARNING: If you are installing into an existing Salesforce org - STOP and contact us for assistance to avoid overwritin
Application With Multiple Choice of Preference for Program
Published December 21st, 2021 by Zhen Yueh Lean
Description Is it possible to allow students to define their choice of preference for Programs during the application ? Resolution Currently, the Program Application only supports one Program selection. However, you can extend the functionality by adding new custom fields and flow to automate the record update: 1. Create two Academic Program looku
How to prevent modifying grades
Published September 30th, 2022 by Zhen Yueh Lean
Description When a grade is finalized and released to students, you may want to ensure that faculties no longer allowed to modify the grades. Resolution This can be achieved by configuring the Grading Period Type and Setting to lock the grading component for a certain grading period type Related articles Grading Period Type and Setting Data Dict
Setup Reporting Metadata
Published December 16th, 2022 by Zhen Yueh Lean
Setup Reporting Metadata The RIO Education - Reporting Engine uses the following reporting metadata to define the structure of a report: Export Data Field. Export File Standard. Export File Type. Export File Section. Export File Config. Export Data Field Xrefs. Export Data Holder Config. Export Data Field This is to define the type, format, default
RIO Ed - Attendance - Session List (Aura)
Published August 13th, 2021 by Zhen Yueh Lean
RIO Ed - Attendance - Session List (Aura) Component Name RIO Ed - Attendance - Session List (Aura) API Name rio_ed:sessionList Type Standalone Recommended Pages Any page in digital experience This component is used for marking students' attendances . It displays the Sessions that a faculty teaches (and thus will need to take the attendance), and all
What is RIO Education - Reporting Engine
Published December 16th, 2022 by Zhen Yueh Lean
RIO Education - Reporting Engine The RIO Education - Reporting Engine is a generic reporting engine that helps to generate the government reports that you need. It is very similar to the Australia edition of reporting engine RIO Education - Reporting Engine (AU). The only difference is that the RIO Education - Reporting Engine doesn't come with the
Program Enrollment Trigger Handlers (RIO Ed CE)
Published December 20th, 2021 by Zhen Yueh Lean
REDUCE_Encryption_TDTM Custom Permission N/A Event BeforeInsert, BeforeUpdate, AfterInsert Related RIO Education Settings N/A Related Custom Metadata Type Encryption Config Description Whenever a Program Enrollment is created/updated, the encryption engine will encrypt a field value and store the encrypted value on another field based on the config
Setup Reporting Configuration and Query
Published December 16th, 2022 by Zhen Yueh Lean
Setup Reporting Configuration and Query The RIO Education - Reporting Engine allows you to define the configuration and data query for your reporting. Reporting Configuration This is to define the report type and variant. To start with the setup: Switch to RIO Reporting Engine app. Click on the Reporting Configuration tab. Create a new configuration
Qualified Faculty
Published August 13th, 2021 by Zhen Yueh Lean
Qualified Faculty The Qualified Faculty is used to track the Courses that a faculty member is qualified to teach. The Qualified Faculty can be defined in two ways: Course - The faculty member is qualified to teach the specific Course . Department/Discipline - The faculty member is qualified to teach all Courses under the department . To create a Qua
RIO Education Upgrade Tasks
Published January 28th, 2022 by Zhen Yueh Lean
This article is to highlight the important tasks for upgrading your RIO Education. The tasks could vary depending on the complexity of your current implementation. Task Description Review RIO Education release notes It is important to review and understand the new features and enhancements introduced to RIO Education. Analysis and Design This is to
RIO Ed - My Pathway (Aura)
Published December 21st, 2021 by Zhen Yueh Lean
RIO Ed - My Pathway (Aura) Component Name RIO Ed - My Pathway (Aura) API Name rio_ed:termMap Type Standalone Recommended Pages Program Enrollment object page in Salesforce internal As of v3.5, the RIO Ed - My Pathway (Aura) component is exposed for internal users. The component can be added to the Program Enrollment object record page for both
Setup System and Dynamic Merge Fields
Published December 19th, 2022 by Zhen Yueh Lean
Setup System and Dynamic Merge fields The RIO Education - Reporting Engine supports merge fields based on the record values for the Reporting Export record. This allows you to define a set of dynamic values for the reporting export. The merge fields can be used on the following setup: Export Data Field. Reporting Query's Data Holder Generation Query
RIO Ready: House Fee Generation
Published August 9th, 2022 by Zhen Yueh Lean
This functionality contains the components to a user to add the housing fee to an existing student fee record (see also: Housing for students .) It requires installing RIO Ready - Housing Fee Generation . What's included: Screen Flow The "Generate Housing Fee" screen flow is a simple wizard that guides a user to select the main student fee for a ter
Prerequisites to enable grading for a Course
Published August 17th, 2021 by Zhen Yueh Lean
Overview This article covers the things required to be set up or defined, in order to allow faculty users to grade students that are enrolled in a Course . Note: Before doing this, please ensure that you have set up the Grade Settings . Supported grade criteria structure There are two grade criteria structures supported: Basic This is the basic st
Custom Data Holder Generation Apex Class
Published December 19th, 2022 by Zhen Yueh Lean
Custom Data Holder Generation Apex Class The RIO Education - Reporting Engine allows you to override the standard data holder generation behavior. There are two required setup: Develop a data holder executable Apex class. Define the class name on the related Reporting Query. Data Holder Executable Class You need to create an Apex class that extends
RIO Education AU Reporting Engine 2.17
Published July 26th, 2024 by Zhen Yueh Lean
For more information on installing the RIO Education AU Reporting Engine, head here . RIO Education AU Reporting Engine 2.17 Release date: 26th July 2024 2.17 New Install https://rioed-installer.herokuapp.com/products/RIO_Education_AU_Reporting/2.17/install Before you upgrade We recommend you to test new versions in a sandbox first (according
Setup Reporting Picklist Value Set
Published December 16th, 2022 by Zhen Yueh Lean
Setup Reporting Picklist Value Set The RIO Education - Reporting Engine is a generic reporting engine. It may not have the reporting options that you need. Therefore, it is important to review the following reporting picklist value set: Reporting Types This represents the reporting types. If you don't see the option that you want, please add a new p
Encryption Engine and Configuration
Published December 20th, 2021 by Zhen Yueh Lean
The encryption engine can be used to encrypt a field value and store the encrypted value on another field based on the configuration defined in the Encryption Config. The Encryption Config supports the following: Field Description Object The base object for the encryption engine to execute. Field The target field to be encrypted. Run On The trigger
RIO Ed CE - Calendar For Guest User (Aura)
Published December 20th, 2021 by Zhen Yueh Lean
Component Name RIO Ed CE - Calendar For Guest User (Aura) API Name rio_ed_ce:GuestTimelineComponent Type Standalone Recommended Pages Digital experience page for guest Supported In Digital experience Attribute Name API Name Description Is Faculty? isFaculty Is this component for Faculty members only? Show View Session Button showViewSessionButton Sh
USI Info and Verification for a Student Contact
Published February 28th, 2022 by Zhen Yueh Lean
In RIO Education Reporting (AU) extension, the USI information for a student can be tracked on the "Unique Student Id (USI)" field on a contact record: Field Name Description Unique Student Id (USI) The 10 character number assigned to the student after USI registration. Warning Please ensure you are granted proper permission (internally/client) befo
Configure App Settings
Published December 19th, 2022 by Zhen Yueh Lean
Configure App Settings The following are the supported RIO Education - Reporting Engine settings. Field Description Enable App Enable/disable the reporting app. Enable Export Log Reserved for future. Data Generator Job Mode The mode for the reporting export asynchronous Apex job. The supported options are: Queue (recommended for ~10k records). Batch
RIO Education 3.5 Release Notes
Published December 15th, 2021 by Zhen Yueh Lean
For more information on installing or upgrading your RIO Education version, head here . 3.5.4 Release date: 28th February 2022 Bug Fixes Session ISS-001162 Cannot delete past plan line booking [{RecordId}] due to related attendance records(s) When deleting a past booking with attendance, only student attendance with Absent/Attended/Excused/Late fiel
Program Application Status (Custom Metadata Type)
Published December 21st, 2021 by Zhen Yueh Lean
Program Application Status (Custom Metadata Type) The Program Application Status (custom metadata type) is used to define the supported status and the supported feature for each status. The Program Application Status is closely linked with the status field on Program Application . Delete Info Whenever a new status is added to the 'Status' field on
Setting or updating custom field default value
Published October 26th, 2021 by Zhen Yueh Lean
Description The default value for all managed package custom fields as part of RIO Education packaged cannot be edited. Resolution Unfortunately, the default value for all managed package custom fields cannot be edited in subscribers' org. As a workaround, you can update the fields using: Apex Trigger. Flow. Process Builder. Workflow Field Update.
Program Enrollment Statuses (Custom Metadata Type)
Published September 21st, 2021 by Zhen Yueh Lean
Program Enrollment Statuses (Custom Metadata Type) This is used to define the supported program status and the supported feature for each status. The Program Enrollment Status is closely linked with the 'Program Status' field on the Program Enrollment . Info Whenever a new status is added to the 'Program Status' field, you should also update the Pr
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