RIO Education 3.3 Release Notes

Published November 5th, 2021 by Lawrence Chin

For more information on installing or upgrading your RIO Education version, head here . 3.3.9 Release date: 14th July 2022 Bug Fixes Appointment Scheduler ISS-001329 Appointment title not visible on calendar if Appointment Type's Location Only checkbox is enabled The available slot title for appointment type with Location Only enabled is fixed. ISS-

Why faculty members/lecturers don't appear on Session Scheduler?

Published October 12th, 2021 by Lawrence Chin

Description There are no faculty members on the Session Scheduler. Why don't lecturers (or other faculty members) appear on the Session Scheduler‍? Resolution Case 1 You have created contacts (Faculty Member = Checked) and linked them to a University Department. However, when you head to the Session Scheduler and apply a filter for Educational Insti

How to reset Helpjuice password

Published December 14th, 2022 by Lawrence Chin

Forgotten your password to our Helpjuice site? Here's how you can reset your password. Head to:  https://helpjuice.com/users/password/new And enter the email address your account is registered with. If you accessed the link above, but have just been redirected to your Dashboard, it means that you are actually already logged in. Opening the link in a

CSEN_PopulateEFTSL_TDTM

Published January 17th, 2023 by Lawrence Chin

Custom Permission REDU - Admin, REDU - Faculty, REDU - Student Event BeforeInsert, BeforeUpdate Object Course Connection Related RIO Education Settings None Description When a new Course Connection‍ is inserted and the 'Plan Requirement' field is populated, this class will automatically populate the Course Connection's 'EFTSL' field, using the EFTSL

RIO Ed - Data Reminder Configuration (Aura)

Published September 7th, 2021 by Lawrence Chin

Component Name RIO Ed - Data Reminder Configuration (Aura) API Name rio_ed:DataReminderConfiguration Type Standalone Recommended Pages Data Reminder Configuration object new/edit action override Supported In Salesforce Internal

RIO Ed - Student Scheduler

Published September 7th, 2021 by Lawrence Chin

RIO Ed - Student Scheduler Component Name RIO Ed - Student Scheduler API Name rio_ed:studentScheduler Type Standalone Recommended Pages App page for internal Supported In Salesforce Internal Supported configurations Student Quick Search Index The Student Quick Search Index can be edited to include any student information, which can be used to filter

Scheduling Classes and Sessions

Published December 5th, 2022 by Lawrence Chin

Requirement Review Status (Custom Metadata Type)

Published December 6th, 2022 by Lawrence Chin

Requirement Review Status (Custom Metadata Type) This custom metadata allows admin to configure the behaviour of the 'Review Status' field options for Requirements (for use case, see here ). For example, the default custom metadata defines that when reviewing a Requirement : If the 'Review Status' is 'Accepted', the status will be completed, and it

Cannot update grades (Credits Attempted/Earned, and Grade Points/Result in Course Connection)

Published October 4th, 2022 by Lawrence Chin

Description When I update the ‘Grade’ field in the Course Connection ,‍ I do not get a value under ‘Grade Value’. Similarly, when I update the ‘Grade Value’ field, the ‘Grade’ disappears instead. Why am I unable to get a value for the fields ‘Credits Attempted’, ‘Credits Earned’, ‘Grade Points’ or ‘Grade Result’? Resolution This is likely due to the

Grade Change Request (object)

Published June 14th, 2022 by Lawrence Chin

Grade Change Request The Grade Change Request object (introduced in v3.9) allows admin or faculty members to request the following actions for their students, when grading assignments or exams: Regrade. Resit the assignment/exam. The request to regrade or resit an assignment/exam can be made when faculty members are grading the Session . See also: R

How to view deleted records

Published October 12th, 2022 by Lawrence Chin

Description If a record (i.e. Student Fee) has been deleted, it can be found in the Recycle Bin. However, the details cannot be viewed, as well as some other records linked to it. Resolution In version 3.11, a new Audit Log object is added. Whenever a record is deleted, RIO Education will automatically create an Audit Log, containing data on that re

Restrict facilities from being selected in Session Scheduler

Published February 7th, 2022 by Lawrence Chin

Description Session has 'Required Facility Type' and 'Capacity'. When you assign a facility to Session from Session Scheduler , it seems not to restrict/validate against the 'Required Facility Type' or 'Max Capacity' defined for facility. It seems they can select a facility other than 'Required Facility Type', and also select a facility which has le

Auto Credit Transfer Configurations (Custom Metadata Type)

Published October 28th, 2022 by Lawrence Chin

Auto Credit Transfer Configurations (Custom Metadata Type) The following article covers the configuration metadata settings, where we can configure to a very granular detail what fields get mapped in Auto Credit Transfer for different Grade results, including Grade points, etc. This metadata allows admin to configure the value (either by static or u

Difference between Customer Community (CC) and Customer Community Plus license (CC+)

Published December 16th, 2022 by Lawrence Chin

What is the difference between these two types of community licenses? Customer Community (CC). Customer Community Plus (CC+). The main difference is that Customer Community Plus (CC+) license grants us more access permission to other users' records. For example: Customer Community License (CC) Customer Community Plus License (CC+) I want to: See my

Why is Session Connection deleted when student withdraws from a Course?

Published October 28th, 2022 by Lawrence Chin

Overview When a student unenrolls from a Course, or when an admin user updates the Course Connection's 'Enrollment Status' field to any of the 'Withdrawn' options, the Session Connection is deleted automatically. Resolution If the student has no attendance record, the Session Connection is automatically deleted upon withdrawing from a Course Connect

How to hide/disable tab for some users?

Published September 20th, 2021 by Lawrence Chin

Description How to hide/disable tabs for some users? Resolution If you want to disable a tab in RIO Education for some users but could not update our product out-of-box permission set, you can try this Permission Set Group muting method.   For example: The REDU - Admin Tabs permission is an out-of-box permission that grants user permission to RIO Ed

Disbursement (object)

Published October 3rd, 2022 by Lawrence Chin

Disbursement (object) Introduced in v3.11, the Disbursement object is used when providing scholarship to students. It disburses the approved Funding Allocation ‍ to make Payments ‍ to the Student Fee. For a use case example, see: ‍ Scholarship (Disbursement) . Important fields Field Description Amount Disbursed Currency field denoting the amount tha

Grade (object)

Published November 8th, 2022 by Lawrence Chin

Grade (object) This object is a record of a student's grades from a Session (see: Grading students' Sessions ‍). All the Grades that a student has achieved for that Course‍ (i.e. mid-term, finals) during the same Term will be grouped under a Term Grade record (see: Grade breakdown for a Course ‍). Important fields Field name Description Record Type

Term Grade (object)

Published November 8th, 2022 by Lawrence Chin

Term Grade (object) This object represents the overall score/grade a student has achieved for a Course‍ throughout the whole semester ( Term ).‍ The Term Grade rolls up the calculated score from all the individual grades (assignments and exams) the student has achieved for that Course. This will also be rolled up to the student's Course Connection‍

Contact Attendance (object)

Published November 11th, 2022 by Lawrence Chin

Contact Attendance (object) This object records the attendance for a Contact. Important fields Field name Description Contact Lookup to the Contact. Booking Lookup to the Booking (object) .‍ Booking Start Formula field referencing the 'Start' and 'End' fields on the related Booking . Booking End Booking Status Formula field referencing the 'Booking

Shared Sessions (object)

Published December 2nd, 2022 by Lawrence Chin

Shared Sessions (object) Shared Sessions are created from a Session , where that Session will be shared between students from different Course Offerings . To share a Session, create one Session linked to a Course Offering . Then you’ll need to create a Shared Session record, which links that Session with the other Course Offering. Once that is set u

Integrating to Campus Ivy with RIO Connect (Technical)

Published March 18th, 2022 by Lawrence Chin

Fields mapping and RIO Connect component You can view the detailed fields mapping and additional Salesforce components being referenced by the RIO Connect : Campus Ivy for RIO Education here . (Note: Kindly send us a request if you wish to access our Google documents. For more on our security policy, see here ). To learn more about the integrations

Transferring Credits

Published May 11th, 2022 by Lawrence Chin

Room Allocation (object)

Published October 18th, 2022 by Lawrence Chin

Room Allocation (object) This object/record tracks the specific room that students have been allocated to, and for which dates.  This will be automatically generated when a room is allocated to a student who is requesting for accommodation. See use case: Housing for students . Field name Description Resident First and last name of the student who ha

RIO Ed - Transfer Credits List

Published July 12th, 2022 by Lawrence Chin

RIO Ed - Transfer Credits List This technical article covers this component, which is used to list, add, remove, and Transfer Credits for a Program Application . Component Name RIO Ed - Transfer Credits List API Name rio_ed:transfercreditslist Type Standalone Recommended Pages Program Application page Supported In Salesforce Internal Developer secti

Attendance Event (object)

Published November 11th, 2022 by Lawrence Chin

Attendance Event (object) Important fields Field name Description Contact Lookup to the related Contact. Course Connection Lookup to the related Course Connection (enrollment to a Course). Course Name Formula field referencing the 'Name' field on the Course that is related to the Course Connection.The name of the Course in which the student was tard

Data Migration and Loading

Published July 15th, 2022 by Lawrence Chin

There are 2 types of data that need to be migrated to RIO Education: Master Data Static set of data which the transactional data refers to.For example, Academic Program, Course, and Grade Setting. Transactional Data Data that changes over time, as students progress throughout each academic year. Transactional data will look up to the master data. Fo

PE Group

Published December 22nd, 2022 by Lawrence Chin

PE Group The PE Group is a record of a student's enrollment to a Plan Requirement (Group) , which are the group of Courses that the student has to take for a selected Discipline (Major/Minor) . The Plan Requirement only acts as a template, whereas the PE Group is the student's record of enrollment and completion progress for it. The PE Group is auto

Role (object)

Published December 7th, 2022 by Lawrence Chin

Role (object) Field Description Auto Allocate Checkbox to automatically allocate this object Deleted Checkbox to denote this object as deleted. Double Booking Count Number of Bookings being updated as Double booked. Plan Lookup to the Plan ‍object. Published Check this to make the Session available in calendars and  enrollment wizard (Inherit from S

Agreement Course

Published June 13th, 2022 by Lawrence Chin

Agreement Course   The Agreement Course object acts as record of the Course(s) that an Educational Institution and another external partner have agreed to transfer. It is the second record that needs to be created for transferring credits. To find out how this object works in relation to credit transfer, head here . Agreement Course can be created f

Contact (object)

Published December 12th, 2022 by Lawrence Chin

Contact (object) This object serves as a person's contact record in RIO Education. There are two different page layouts (student and faculty), depending on whether the "Faculty Member?" checkbox is checked upon creation of this record. Student This contains the student's contact details and information related to fee type (domestic or international)

Facility Availability

Published December 6th, 2022 by Lawrence Chin

Facility Availability The Facility Availability object describes the duration and frequency of a Facility being unavailable. Important fields Field name Description Facility Name of the facility involved. Day of Week The day of which the facility is closed (multiple selection). Close From (Date) Start date of the facility being closed. Close To (Dat

Resource Location

Published December 7th, 2022 by Lawrence Chin

Resource Location Field Name Deleted Checkbox to indicate that this record is deleted. Resource Location Number Text field to denote the Resource Location Number (required).

Location Holiday (object)

Published December 1st, 2022 by Lawrence Chin

Location Holiday (object) A Location Holiday record represents a Holiday that is observed in a specific campus or country. For example, an Australian Educational Institution observes Remembrance Day. The facilities (e.g. meeting rooms) from Australian campuses should not be available for any Appointment bookings on those campuses on that day. For mo

RIO Education 2.2 Release Notes

Published March 7th, 2022 by Lawrence Chin

2.2 Release date: 26th February 2019 Enhancements  Enhanced user type identification. Upgraded HEDA to version 1.67. Introduced roles for admin users and normal users. Greater functionality for Fee and Payment information. Payment wizard in student community has been updated. Feature to support Recognition of Prior Learning (RPF). Bug Fixes Uninstal

RIO Ed - Program Plan Cloning

Published November 25th, 2022 by Lawrence Chin

RIO Ed - Program Plan Cloning Note: This article covers the component to clone a Program Plan along with its Program Disciplines and Program Pathways (available from version 3.11 onwards). For a use case scenario, see: Cloning a Program Plan instead. Component Name RIO Ed - Program Plan Cloning API Name rio_ed:programPlanCloning Type Standalone Reco

RIO Education 3.2 Release Notes

Published November 5th, 2021 by Lawrence Chin

For more information on installing or upgrading your RIO Education version, head here . 3.2.4 Release date: 12th January 2022 Bug Fixes Enrollment Wizard ISS-000813 Enrollment wizard fails to show Results and Payments correctly when there are multiple program enrollments The rendering of the results and payment components in the enrollment wizard ar

RIO Challenge Leaderboard

Published August 17th, 2022 by Lawrence Chin

Congratulations to those who have completed RIO Challenge !  See Real-Time Leaderboard: https://rio-challenge-v2.force.com/leaderboard/

Can RIO Education support a flexible non-Term based educational environment?

Published November 16th, 2021 by Lawrence Chin

Description Is it possible for RIO Education to support a flexible non-Term based educational environment, where academic Programs and ‍Courses can start and stop on numerous schedules which are not related to the typical Term/semester calendar? Resolution A possible method would be to use a single Term ‍ to act as a long running Term (e.g. yearly b

Configuring Payments

Published October 6th, 2022 by Lawrence Chin

The payment module in RIO Education consists of the following objects: Student Fee . Fee Line . Payment . Payment Configuration (Custom Metadata Type). Configuration In the student community, an admin can enable the Payments component from the My Programs page. This component will show students their current Student Fees and Fee Lines , and allow th

How to see Qualified Faculty (from Department) under a Course?

Published January 6th, 2022 by Lawrence Chin

Description When you create a Qualified Faculty‍ with a Department, it means the faculty contact is eligible to teach all the Courses under that Department. When you have that Qualified Faculty, is there a way to see Qualified Faculty (from Department) under the Course? Resolution Currently when you navigate to a Course, you can only see Qualified F

Creating scholarship for students

Published November 11th, 2022 by Lawrence Chin

Overview This article covers how to 'create' a scholarship in RIO Education SIS, and enable students to apply for it. Note: For the disbursement process of scholarship funds to help pay off the student's Course fees, see the following instead: Scholarship (Disbursement) .‍ Scholarship (Fee Line) ‍. Creating discounts for Student Fees ‍. Use case An

Grading Period Type and Setting

Published June 14th, 2022 by Lawrence Chin

Overview This article will cover the two main settings for the grading component , which are the: Grading Period Type (which period are this grades for). Grading Period Setting (locking/unlocking the grading component). Use case Grading students throughout their Term ‍ (semester) is split into the first half (Mid-Term) and the second half (Final Gra

How to login to Student Portal as Experience user?

Published February 11th, 2022 by Lawrence Chin

Description How do Admin users log into the Student Portal as the Student? Resolution Here are the following steps: Inside Salesforce, select Accounts, filter by Students, and choose the desired Student account you wish to log into. Inside the Student Account, click 'Log in to Experience as User' at the top right. If successful, you will be redirect

eCAF

Published December 7th, 2021 by Lawrence Chin

Overview An eCAF is an Electronic Commonwealth Assistance Form and is required to be completed by eligible students wishing to use HECS-HELP or FEE-HELP for the payment of their tuition fees. This article will cover the steps to set up a training environment and get access to the sandbox for testing. Steps The following outlines the steps you as an

Scholarship (Fee Line)

Published November 4th, 2022 by Lawrence Chin

Overview (This is about the disbursement of scholarship funds. To create one for students to apply, see here instead.) This article covers how to automatically disburse allocated funds to help students pay the fees from enrolled Courses. (Try out our RIO Challenge here for a practical exercise.) Note: If you wish to control which specific fee should

PE Pathway Fee generation

Published October 11th, 2022 by Lawrence Chin

Overview Student Fee generation can be triggered from the PE Pathway ‍.  The following information covers how PE Pathways can help determine the Student Fee and Fee Line generation timing. Methods In the PE Pathway , there are a set of fields used to trigger the ‍Student Fee generation. The two main fields are: Fee Method (Override): This is to over

Quality Points

Published November 7th, 2022 by Lawrence Chin

Overview This article covers the usage of Quality Points, which is supported in RIO Education SIS from v3.10 onwards. Use case Quality Points represent the total points contributed by the Courses that students completed, to their GPA. The general formula is: Quality Points = Credit Hours x Grade. For example, a student has completed a Course worth 1

Regenerate Fees

Published October 18th, 2022 by Lawrence Chin

Overview This article will explain how Student Fees can be regenerated. Use case A student is taking a part-time Program, where the Student Fees are charged based on the number of Courses selected/enrolled. Some time later, the student changes his/her mind and decides to take the Program on a full-time basis, where the Student Fees will be a fixed a

Cloning a Program Plan

Published October 5th, 2022 by Lawrence Chin

Overview Introduced in v3.11, 'Program Plan Clone' is a Lightning Action available on a Program Plan ‍ record. This allows admin to clone a Program Plan and its: Program Discipline (Major/Minor) .‍ Plan Requirements (and the Program Course Requirements under them). Program Pathways ‍. Use case An education institution is offering the Bachelor of Bus

Offering a Program in different campuses and years

Published November 22nd, 2022 by Lawrence Chin

Overview This article covers how institutions can use Program Offering , such as offering an Academic Program to different cohorts/batches of students, or offering it in different campuses. Use case An education institution offers the 'Bachelor of Business Information System' to its students. The institution will be conducting the Program in multipl

Reattempting a Course

Published December 15th, 2022 by Lawrence Chin

Overview This article covers the process of reattempting or retaking a Course, with the following scenarios: Retaking a failed Course. Retaking a passed Course (to try and achieve better results). Use cases Reattempt a failed Course A student has failed a Course, whereby his/her grades are insufficient to achieve a 'Pass' result (see also: Grade Set

Appointment Scheduler

Published September 2nd, 2021 by Lawrence Chin

Appointment Scheduler Recommended Permission Set To access this, you need either one of these permission sets, depending on user type: For internal/admin users: REDU - Admin, REDU - Operational Admin. For faculty users: REDU - Faculty. For student users: REDU - Student. See also: RIO Education User Profile, Custom Permission, and Permission Set . Th

Leave Request (object)

Published November 24th, 2022 by Lawrence Chin

Leave Request (object) For faculty and staff to apply for leave, they will need to create a Leave Request, which will then be reviewed and approved. The Staff Leave object is the master object to the Leave Request object. The Leave Requests will be tracked under the Staff Leave (for that staff/faculty). For more use case information, see: Leave for

Student Request Lifecycle

Published February 24th, 2022 by Lawrence Chin

The Student Request function allows students to raise a support request for their educational institution to review a variety of issues, i.e. appeal of results, extension of assessment, etc. The following outlines the lifecycle of a Student Request: Student files a request, for example 'Extension of Assessment'. A case is created in Salesforce Servi

RIO Challenge C03 - Program Setup

Published July 5th, 2022 by Lawrence Chin

RIO Challenge C03 - Program Setup A Program needs to define its Courses and requirements. For example, a Program should have requirements such as what Courses should be mandatory, and how many credits should be earned from a select group of Courses. Learning outcomes Understand how to setup Program structure  Understand how the Program Pathway works

Integrating to Flare HR with RIO Connect (Technical)

Published March 17th, 2022 by Lawrence Chin

Fields mapping and RIO Connect component You can view the detailed fields mapping and additional Salesforce components being referenced by the RIO Connect: Flare HR for RIO Education here . (Note: Kindly send us a request if you wish to access our Google documents. For more on our security policy, see here ). To learn more about the integrations sch

RIO Challenge C12 - Appointment Scheduling

Published July 14th, 2022 by Lawrence Chin

RIO Challenge C12 - Appointment Scheduling The Appointment Scheduler allows users to book appointments with students, lecturers, consultants, etc. Learning outcomes Understand the records that are needed to book appointments (who, when, where). Understand how to use the Appointment Scheduler. Reading material Appointment Scheduler ‍. Managing Appoin

RIO Challenge C15 - Grading

Published June 3rd, 2022 by Lawrence Chin

RIO Challenge C15 - Grading The Grading Settings record defines the Grade Value and its corresponding Grade Range (i.e. High Distinction at 90 - 100, Distinction at 70 - 89.9, etc.). When a Course is graded, it will look up to the Grade Settings and populate the Grade Value (i.e. Distinction, High Distinction) accordingly. Learning outcomes Understa

RIO Challenge C05 - Program Application

Published July 5th, 2022 by Lawrence Chin

RIO Challenge C05 - Program Application Program Application contains the records of a student's application to an Academic Program. Upon creation, a matching Program Enrollment record is automatically created, which contains information on the fees, as well as requirements and pathways of the Courses to take under that Program. Learning outcomes Und

RIO Ed - Appointment Scheduler (Aura)

Published September 7th, 2021 by Lawrence Chin

RIO Ed - Appointment Scheduler (Aura) Component Name RIO Ed - Appointment Scheduler (Aura) API Name rio_ed:AppointmentScheduler Type Standalone Recommended Pages App page, record page, or digital experience Supported In Salesforce Internal Developer section Attribute Name API Name Description Page Title pageTitle Page Title. Page Icon pageIcon Page

RIO Ed - Single Timesheet (Aura)

Published September 7th, 2021 by Lawrence Chin

RIO Ed - Single Timesheet (Aura) Component Name RIO Ed - Single Timesheet (Aura) API Name rio_ed:timesheet Type Bundle Recommended Pages This is bundled in RIO Ed - Timesheet List (Aura) Supported In Salesforce Internal From the timesheet list in the Community portal, you can bring up a single timesheet by either viewing an existing one from the lis

RIO Ed - My Majors (Aura)

Published September 7th, 2021 by Lawrence Chin

RIO Ed - My Majors (Aura) Component Name RIO Ed - My Majors (Aura) API Name rio_ed:myMajors Type Standalone Recommended Pages Any page in digital experience Supported In Salesforce Internal The RIO Ed - My Majors (Aura) component is used for selecting/enrolling to Program Disciplines (i.e. Majors, Minors) and viewing the progress made. This componen

Master Data Template Guide - Fee, Fee Schedule and Fee Schedule Term

Published March 9th, 2022 by Lawrence Chin

Master Data Template Please ensure that you make a copy of the Master Data Template before you start. Related Tabs 6 - Fee 7 - Fee Schedule 8 - Fee Schedule Term Dependent Data Course Academic Program Term Object ID Fee: rio_ed__Fee__cFee Schedule: rio_ed__Fee_Schedule__cFee Schedule Term:  rio_ed__Fee_Schedule_Term__c   Fee Fees are payments that s

Master Data Template Guide - Holiday

Published March 9th, 2022 by Lawrence Chin

Master Data Template Please ensure that you make a copy of the Master Data Template before you start. Related Tabs 9 - Holiday10 - Term Holiday Dependent Data - Object ID Holiday: rio_ed__Holiday__cTerm Holiday: rio_ed__Location_Holiday__c Holiday Holiday is simply the list of festive days created for the Education Institution / Campus. The main obj

Master Data Template Guide - Program Course Requirement

Published March 9th, 2022 by Lawrence Chin

Master Data Template Please ensure that you make a copy of the Master Data Template before you start. Related Tabs 18 - Program Course Requirement Dependent Data Course Plan Requirement Course Object ID rio_ed__Program_Course_Requirement__c Tip If you have the same requirement across many Courses, consider using Course Requirement as a faster soluti

Master Data Template Guide - Contact (Student)

Published March 9th, 2022 by Lawrence Chin

Master Data Template Please ensure that you make a copy of the Master Data Template before you start. Related Tabs 28 - Contact (Student) Dependent Data - Object ID rio_ed_Session_c Contact (Student) The Contact (Student) tab is where you list down the contact details of Students in the Educational Institution, though its rare to ever use this tab t

Scheduling Students

Published December 5th, 2022 by Lawrence Chin

Payment Configuration (Custom Metadata Type)

Published December 6th, 2022 by Lawrence Chin

Payment Configuration (Custom Metadata Type) The Payment Configuration custom metadata defines the Fee Type Options (and their behaviour) in the Program Application . Info Whenever a new option is added to the 'Fee Type Option' picklist in the Program Application, make sure to also update this Payment Configuration custom metadata, to avoid any issu

Will upgrading metadata overwrite custom settings and metadata?

Published April 11th, 2022 by Lawrence Chin

Description When upgrading your RIO Education version and deploying metadata, you might encounter the following message: "WARNING: If you are installing into an existing Salesforce org - STOP and contact us for assistance to avoid overwriting any existing metadata. It is important to compare the metadata before applying because it would overwrite an

Why scholarship funds are not allocated to pay off Student Fees?

Published October 25th, 2022 by Lawrence Chin

Description Why scholarship funds are not allocated to pay off Student Fees? Resolution A possible reason is that the census date has passed. This means that the Student Fee is locked, and if the Fee Line Disbursement method is used, negative Fee Lines cannot be created to offset it. For a more detailed explanation and steps to configure, see: Finan

RIO Education - Managing Tuition and Fees

Published November 23rd, 2021 by Lawrence Chin

Video link:  https://wdcigroup.wistia.com/medias/prkh83qlwb

Cannot enroll or unenroll from Courses

Published November 22nd, 2021 by Lawrence Chin

Description Users are unable to enroll to a Course (or unenroll from it). This article will highlight the different potential reasons, and how to resolve them. Example scenarios Missing button on the Enrollment Wizard The enroll / unenroll button from the Enrollment Wizard is missing. If the button is missing when trying to enroll to a Course, check

What do we do?

Published November 29th, 2022 by Lawrence Chin

We are now 100% focused on RIO Education, implementing for our customers and supporting our partners. How we do that is through our services expertise. Cloud Integration We do integration and we do it fast. Our background is in integration, we know how to connect systems using many different technologies.  We offer RIO Connect with prebuilt integrat

RIO Ed - Requirement Checklist Manager

Published November 3rd, 2022 by Lawrence Chin

Component Name RIO Ed - Requirement Checklist Manager Recommended Pages Application and Program Application page for both internal and digital experience Supported In Salesforce Internal This component provides a checklist of the Requirements‍ that students need to complete, i.e. upload certificates or documents when submitting a Program Application

rio_ed__Booking__c field is null in rio_ed__Attendance__c Object

Published January 13th, 2022 by Lawrence Chin

Description A few rio_ed__Attendance__c objects were deleted from RIO with a null value for rio_ed__Booking__c . Resolution This would occur when a class is being rescheduled to a shorter period or being cut short. The bookings and attendance that were allocated for slots or blocks which were previously existed/planned will be removed in this case.

RIO Challenge C14.2 - Transfer Credit

Published July 14th, 2022 by Lawrence Chin

RIO Challenge C14.2 - Transfer Credit A student has previously completed some Courses at another university. He is looking to transfer the credits from those Courses to his new university here, so that he would not have to take the Courses here that have similar syllabus. Learning outcomes Understand how to use the Transfer Credits Wizard and the fu

Integrating to Microsoft Teams with RIO Connect (Technical)

Published March 17th, 2022 by Lawrence Chin

Fields mapping and RIO Connect component You can view the detailed fields mapping and additional Salesforce components being referenced by the RIO Connect: Microsoft Teams for RIO Education here . (Note: Kindly send us a request if you wish to access our Google documents. For more on our security policy, see here ). To learn more about the integrati

Scholarships and Discounts

Published November 23rd, 2021 by Lawrence Chin

How to disable Trigger Handlers?

Published December 21st, 2022 by Lawrence Chin

Description How to disable Trigger Handlers: For EDA. For all users. For specific users. With field criteria. With Apex. Resolution Salesforce provides a guide on each of the above scenarios. To find out more, check out their guide here .

Locking/unlocking Student Fees

Published October 6th, 2022 by Lawrence Chin

Overview This article will cover the locking (and unlocking) of Student Fee records, either by manually doing so, or via the census date. Locked Student Fees Manual Student Fees and Fee Lines can be manually locked via the 'Manual Lock' checkbox in both objects. When the 'Manual Lock' is checked, this will update the 'Fee Locked' to be checked as we

RIO Education - Housing

Published July 28th, 2022 by Lawrence Chin

This learning material explains the mechanics of student housing - the facility (i.e. dormitory), the Housing record which contains an applicant's information and preferences, and the Room Allocation Wizard to filter and assign the suitable room. A practical exercise is available here . Slides are also available here .

Cannot view student's profile picture

Published November 15th, 2021 by Lawrence Chin

Description Is your Salesforce user having an issue viewing student's profile pictures? For instance, the picture panel component is stuck at the loading screen as shown below: Resolution The user should have the access if it is assigned with the REDU permission sets : REDU - Admin. REDU - Student. But if the user doesn't have any REDU permission se

RIO Challenge C06 - Housing Application

Published July 5th, 2022 by Lawrence Chin

RIO Challenge C06 - Housing Application Students looking for accommodation can submit a Housing Application request in the Student Community. This creates a Housing record for the administrators to review the student's request, preferences, and other information. Administrators can then allocate rooms using the Room Allocation Wizard. Learning outco

RIO Ed - Course Connection Grade Breakdown (Aura)

Published July 18th, 2022 by Lawrence Chin

RIO Ed - Course Connection Grade Breakdown (Aura) Component Name RIO Ed - Course Connection Grade Breakdown (Aura) API Name rio_ed:gradeBreakdown Type Standalone Recommended Pages Course Connection object page in Digital Experience and Salesforce Internal Supported In Digital Experience and Salesforce Internal Supported configuration Section Title F

Transfer Credits

Published June 10th, 2022 by Lawrence Chin

Overview This article will explain how a student's credits from external Courses can be transferred to another institution. Note: For the object/record, see Transfer Credit (object) . For details on the wizard to do the transferring, see Transfer Credits Wizard and RIO Ed - Transfer Credits List .‍ Use cases One-to-One A student has previously compl

How to customize the Session layout in the Session Scheduler?

Published September 20th, 2021 by Lawrence Chin

Description How to customize the Session‍ layout in the Session Scheduler‍? Resolution To do this, you need to: Create a new FieldSet at Session object. Edit the Lightning Page of the default Session Scheduler and customize the component's attribute: Use Custom Form For Session Edit = true. Custom form Fieldset Name = newly created field set. Custom

Numerical score or letter value options for Courses

Published December 9th, 2022 by Lawrence Chin

Overview This article covers the options you can choose when grading a Course , either by: Score (e.g. 96), or, Value (e.g. A, B, C). Use case An educational institution uses numerical scores (e.g. 96) for its grading convention. In this case, the faculty user should define it in the Course record, by setting 'Score' for the Grade Type field. This m

Transfer Agreement

Published June 13th, 2022 by Lawrence Chin

Transfer Agreement The Transfer Agreement object (added in v3.9) identifies the individual Courses lined up for transfer. Additionally, it holds details about the student’s Transfer Agreement, and links to an Agreement record that has the predefined Agreement Courses . Transfer Agreement allows the Credit Transfer function to support student mobilit

Sharing data with us via Hightail

Published March 16th, 2022 by Lawrence Chin

Hightail link Have a file with sensitive data that you need to share with us? We encourage a standard practice of using Hightail to share data. Here is a secure link to upload your data to the RIO Education team: https://spaces.hightail.com/uplink/WDCiUploadData Best practices It is important to avoid sharing Personally Identifiable Information (PII

Integrating to eCAF with RIO Connect (Technical)

Published February 17th, 2022 by Lawrence Chin

Fields mapping and RIO Connect component You can view the detailed fields mapping and additional Salesforce components being referenced by the RIO Connect: eCAF for RIO Education here . (Note: Kindly send us a request if you wish to access our Google documents. For more on our security policy, see here ). To learn more about the integrations schedul

RIO Ed - Sessions For Grading (Aura)

Published September 7th, 2021 by Lawrence Chin

RIO Ed - Sessions For Grading Component Name RIO Ed - Sessions For Grading API Name rio_ed:GradingSessions Type Standalone Recommended Pages Any page in digital experience Supported In Salesforce Internal The RIO Ed - Sessions For Grading component lists out and displays Sessions to be graded. Note: For the article on the grading component itself, s

Higher Ed Features and Walkthrough

Published December 5th, 2022 by Lawrence Chin

Resource Validation

Published December 7th, 2022 by Lawrence Chin

Resource Validation Field Description Description Optional text field for description of this record. Resource Validation Number Required text field denoting the number of this validation. Validation Type Text field. Deleted Checkbox to denote that this validation is deleted. Related Bookings The Booking objects that are related to this validation.

Resource and Resource Type

Published December 7th, 2022 by Lawrence Chin

Resource Field Description Resource Name Name of this Resource object. Resource Type Lookup to the related Resource Type object. Public Checkbox to make the Bookings that this Resource is assigned to, become visible to all users. Active Checkbox to mark this Resource as active. Facility Lookup to the facility assigned to this Resource (e.g. room). R

Attendance Checkpoint (object)

Published November 11th, 2022 by Lawrence Chin

Attendance Checkpoint (object) Important fields Field name Description Attendance The related Attendance object which is the Master object to this Attendance Checkpoint. Activity The related Activity object which is the Master object to this Attendance Checkpoint. Attended Checkbox to indicate attendance. Absent Checkbox to indicate absence. Marked

RIO Education 3.0 Release Notes

Published March 7th, 2022 by Lawrence Chin

For more information on installing or upgrading your RIO Education version, head here . 3.0 Release date: 24th August 2021 What’s new in RIO Education version 3.0 Appointment Scheduler enhancements Student View - ability for students to book appointments in the student community. Faculty View - ability for Faculty to book appointments in the Faculty

Integrating to Canvas with RIO Connect (Technical)

Published March 4th, 2022 by Lawrence Chin

Field mapping and RIO Connect component You can view the detailed field mapping used by the RIO Connect: Canvas for RIO Education here . (Note: Kindly send us a request if you wish to access our Google documents. For more on our security policy, see here ). To learn more about the integrations schedule and trigger points, including how to customize,

Master Data Template Guide - Course Offering

Published March 9th, 2022 by Lawrence Chin

Master Data Template Please ensure that you make a copy of the Master Data Template before you start. Related Tabs 25 - Course Offering Dependent Data Term Course Contact (Faculty) Course ID hed__Course_Offering__c Course Offering Previously in Master Data Template Guide - Course , it was mentioned that several Courses can become part of a Program,

RIO Ed - Calendar

Published September 7th, 2021 by Lawrence Chin

Component Name RIO Ed - Calendar API Name rio_ed:timelineCalendar Type Bundle Recommended Pages This is bundled in RIO Ed - Student Scheduler Supported In Salesforce Internal Attribute Name API Name Description Show Calendar Navigation Header (Student Info) showHeader Display calendar navigation. First Day of Week (Student Info) firstDay First day o

Shared Group (of Courses between different Programs)

Published November 14th, 2022 by Lawrence Chin

Overview This article covers how the Shared Group feature can be used to create a Program Plan that also shares another Program Plan's Courses. Use case Sometimes you’ll want a Program Plan to share / take Courses from other Program Plans‍ , or use a reusable list of elective Courses. This can be achieved using Shared Groups. For example, an educati

RIO Education 2.7 Release Notes

Published March 7th, 2022 by Lawrence Chin

2.7 Release date: 17th May 2021 What’s new in RIO Education version 2.7 Multi-Language support. Calendar for Sessions. Short Course Enrollment. Displaying PE Group Hierarchy for complex Group Structures. Class Scheduling for both classroom and teacher/faculty. Attendance features. Enhancements Ability to set Fee Label on program enrollment during cr

RIO Challenge V2

Published July 1st, 2022 by Lawrence Chin

RIO Challenge RIO Challenge is a series of practical exercises that will help a user understand the features, functionality, and implementation best practice for the RIO Education SIS. Challenge type In conjunction with our RIO Education Certification path, RIO Challenge can be divided according to these two roles: Functional and Technical. Function

RIO Education 3.11 Release Notes

Published August 1st, 2022 by Lawrence Chin

  Info If a specific enhancement or new feature requires configuration, the notes will mention: the attributes (the configurable settings), the components ("RIO Ed - Aura"), and/or, the custom metadata type.   Otherwise, if there is no mention on configuration, attributes, or RIO Ed - Aura components for a specific enhancement, this means it is auto

Term Management Video Documentation

Published December 9th, 2021 by Lawrence Chin

Term Management Video link: https://wdcigroup.wistia.com/medias/4q9h52kadl Timestamp Documentation 0:00 - Educational Institution Term Educational Institution Account Term 1:05 - Holidays Holiday, Term Holiday and Location Holiday 1:22 - Term Holidays 1:31 - Course Offering Course Offering 2:28 - Fee Schedule Term Fee Structure

RIO Education AU Reporting Engine v2.13

Published January 16th, 2023 by Lawrence Chin

  For more information on installing the RIO Education AU Reporting Engine, head here .    RIO Education AU Reporting Engine v2.13 Release date: 15th November 2022     v2.13 Install https://rioed-installer.herokuapp.com/products/RIO_Education_AU_Reporting/2.13/install   WARNING: If you are installing into an existing Salesforce org - STOP and contac

Blog

Published February 11th, 2022 by Lawrence Chin

Welcome to our blog, and stay tuned for all things RIO Education! Salesforce Spring '23 Release Action Items for RIO Education #Salesforce Spring '23 release is coming in late January - February 2023. How will this affect #RIOEducation ? One of the prominent features is the Enhanced Domain , which will impact features relying on the current instance

RIO Ed - Session Grading (Aura)

Published September 7th, 2021 by Lawrence Chin

RIO Ed - Session Grading Component Name RIO Ed - Session Grading (Aura) API Name rio_ed:gradingEnrolledStudents Type Standalone Recommended Pages Session‍ Page for both internal or digital experience Supported In Salesforce Internal 'Session Grading' vs 'Sessions for Grading' components This is a grading component for Sessions. It should not be conf

IPEDS User Guide

Published December 16th, 2021 by Lawrence Chin

IPEDS User Guide Introduction This guide outlines the steps required for an end user to create an IPEDS (Integrated Postsecondary Education Data System) report. Prerequisites The following managed packages must be installed in the Salesforce org: EDA. RIO Education. RIO Education Reporting (US). The RIO IPEDS permission set must be assigned to the u

RIO Education - Enrollment Wizard

Published July 25th, 2022 by Lawrence Chin

This learning material explains what goes behind the scene in the Student Enrollment Wizard ‍, and how Courses are filtered and displayed in different scenarios (according to pathway, if requirements are met, etc.). A practical exercise is available here . Slides are also available here .

Holiday (object)

Published December 1st, 2022 by Lawrence Chin

Holiday (object) The Holiday object in RIO Education represents a festive day created for the Education Institution / Campus. It can be linked to a Term ‍ (via Term Holiday object) and Campus (via Location Account ). This is to avoid clashing with Session bookings , and to render any Session bookings that fall on any of the holidays as invalid and n

Salesforce navigation and terminology

Published October 27th, 2022 by Lawrence Chin

Overview We do not provide Salesforce training, but here are the following Salesforce Trailheads and certifications that you may try out. Learning material Terminology Glossary Navigation Salesforce CRM Lightning Experience Features Lightning Experience for Salesforce Classic Users Certification Salesforce Administrator Salesforce Architect Salesfor

Housing Extra (object)

Published October 18th, 2022 by Lawrence Chin

Housing Extra (object) This object/record is related to any extra allowances that go with housing - e.g. meal plans, parking, etc.  Field name Description Type of Extra Picklist option of extra allowances for the housing: Meal Plan. Parking Allocation. Room. Housing Lookup to the related Housing record . Fee Lookup to the Fees (Housing-related fees

RIO Education - Cohort Enrollment

Published September 22nd, 2022 by Lawrence Chin

This learning material shows some use cases/scenarios where you can create different enrollment open dates for different batches of students (i.e. senior, freshman) to meet different requirements. Slides also available here .

Grading students' Sessions

Published August 30th, 2022 by Lawrence Chin

Overview This article covers how an institution can: Break down a student's grades for a Course (i.e. assignment, quiz, and final exam), instead of a one-time grade for the whole Course. Grade the Sessions for said Course. (Note: For information on when the grading component will be locked/unlocked, when faculty members can grade the Sessions, and r

Technical Requirements for Lightning Experience

Published October 7th, 2022 by Lawrence Chin

In order to have an optimum browsing experience with RIO Education and Salesforce, users are recommended to have the following technical requirements for Lightning Experience. Check out the following information here .

Managing Financial AID

Published November 23rd, 2021 by Lawrence Chin

For more information on integrating RIO Education with other financial systems such as Campus Ivy and PowerFAIDS, check out our articles here .

Pre-requisites (and other requirements) for Courses

Published January 18th, 2023 by Lawrence Chin

Overview This article covers how to create requirements for Courses that students need to fulfil, in order to be eligible to enroll to it. For example: The student needs to take and pass Course A first, before they can enroll to Course B. The student needs to complete Course A first (grades do not matter), or at least enroll to Course A first, befor

RIO Ed - Program Structure Overview

Published July 18th, 2022 by Lawrence Chin

RIO Ed - Program Structure Overview Component Name RIO Ed - Program Structure Overview  API Name rio_ed:programStructure Type Standalone Recommended Pages Program Plan record page (under the 'Program Structure' tab) in Salesforce Internal Supported In Salesforce Internal The Program Structure Overview component displays the Program Plan structure. I

RIO Education 3.9 Release Notes

Published May 24th, 2022 by Lawrence Chin

For more information on installing or upgrading your RIO Education version, head here . 3.9.3 Release date: 1st August 2022 Bug Fixes Admission/Application  ISS-001366 Cancelled Program Enrollment is reset to Current  The completion engine is updated to avoid the Withdrawn/Deferred statuses being reverted when a Program Enrollment is updated.  Sessi

Components in the Community

Published September 2nd, 2021 by Lawrence Chin

Components in the Community The following are the list of components in the Student Community, for both students and faculty. Each component here is also linked to its detailed article and explanation under the RIO Ed Components category . Student The following are the standard components that are typically used on the student page(s). Profile This

Student Fee/Fee line behaviour

Published October 20th, 2021 by Lawrence Chin

Student Fee/Fee line behaviour (See also: Student Fee Generation‍, Student Fee and Fee Lines‍, and Payments‍) The following are the fee use cases and steps (RIO Education and manual). Before payment and census date Steps RIO Education Enroll units. 1. Fee line is created with the Unit fee amount. 2. Student fee is created based on Term‍ enrolled. Wi

Term not showing up when enrolling to Courses

Published November 30th, 2021 by Lawrence Chin

Description There is no Term ‍ to select when enrolling to Courses. Why is there no Term in the Enrollment Wizard? Resolution Here is a checklist that you may go through. 1. Make sure that the Account sharing set has at least a Read Only access. 2. Ensure that the ‍Academic Program (that the Term‍ is part of) is created under the correct Department.

Our Global Customers - where are they?

Published February 15th, 2022 by Lawrence Chin

Did you know that RIO Education is used by schools and educational institutions in 53 cities throughout the world? That's right, RIO Education is global, spanning 4 different continents - check out where RIO has been implemented in this map here! For more inquiries, contact us here !

RIO Education - Program Administration

Published March 11th, 2022 by Lawrence Chin

This learning material explains the most fundamental concepts of RIO Education's Program Structure , Pathways , and Disciplines . Slides also available here .

How to migrate/load legacy data that do not have Course Offering

Published October 11th, 2022 by Lawrence Chin

Description My legacy data does not contain any Course Offerings. How do I perform Course Connection data migration/loading? Resolution Historical Course Offering is not required to load or migrate legacy Course Connections. You can use either the 'Historical Term' or 'Historical Course ID' on the Course Connection object to perform this task, if th

RIO Ed - Attendance Register (Aura)

Published September 7th, 2021 by Lawrence Chin

RIO Ed - Attendance Register (Aura) Component Name RIO Ed - Attendance Register (Aura) API Name rio_ed:attendanceRegister Type Standalone Recommended Pages Session Page in both internal or digital experience Supported In Salesforce Internal When viewed in the Community portal: Supported configuration Attendance Marking Info Additional Field Set Name

Course Waiver

Published October 13th, 2022 by Lawrence Chin

Overview This article will cover how an education institution can waive Courses for its students. Use case A student who is taking a Bachelor of Business Information System, has sufficient knowledge (i.e. previous studies, practical experience) in a particular area, i.e. marketing. Hence, the student is requesting to skip the Course 'Introduction to

Master Data Template Guide - Discipline Requirement

Published March 9th, 2022 by Lawrence Chin

Master Data Template Please ensure that you make a copy of the Master Data Template before you start. Related Tabs 22 - Discipline Requirement - Group 23 - Discipline Requirement - Course Dependent Data Program Discipline Program Plan Plan Requirement Object ID rio_ed__Discipline_Requirement__c Much like how Program Plan is built up from Plan Requir

Synchronizing RIO Education Booking into Outlook

Published November 17th, 2021 by Lawrence Chin

Overview This article outlines the use of RIO Connect to synchronize bookings in RIO Education with Microsoft Outlook Calendar events. Method Microsoft Outlook has to be treated as an end point in order to sync RIO Education custom objects into Outlook.   A custom trigger has to be developed to create/update Salesforce events for all RIO Education S

Master Data Template Guide - Program Pathway and Pathway Unit

Published March 9th, 2022 by Lawrence Chin

Master Data Template Please ensure that you make a copy of the Master Data Template before you start. Related Tabs 19 - Program Pathway 20 - Pathway Unit Dependent Data Program Plan Plan Requirement Object ID Program Pathway: rio_ed__Program_Pathway__cPathway Unit:  rio_ed__Pathway_Unit__c   Program Pathway In RIO Education, Program Pathway is the r

Session Group (object)

Published December 2nd, 2022 by Lawrence Chin

Session Group (object) Session Groups are used to set the amount of available places in a Session , for different groups of students. It filters available places based on the Program Enrollment’s Study Groups. This way, we can allow a maximum number of students to enroll into a Session, but we could limit them to a different number of students from

RIO Ed - Picture Panel (Aura)

Published September 7th, 2021 by Lawrence Chin

Component Name RIO Ed - Picture Panel (Aura) API Name rio_ed:picturePanel Type Standalone Recommended Pages Contact page for both internal or digital experience Supported In Salesforce Internal Attribute Name API Name Description Parent Record Id parentId Parent Record Id to retrieve Picture. Description description Exact Text to match Image File's

How to change PE Discipline (Major/Minor) within the same Program Enrollment

Published May 17th, 2022 by Lawrence Chin

Description A student might want to change disciplines (Major/Minor), but retain their Program degree. In other words, how to switch PE Discipline within the same Program Enrollment ?  Resolution Consider the following example and steps: A student wishes to unenroll from the Business Analytics Major, and enroll into the Economics Major instead, whil

Grade Management & Assessment Video Documentation

Published December 9th, 2021 by Lawrence Chin

Grade Management & Assessment Video link: https://wdcigroup.wistia.com/medias/mj289xty9q Timestamp Documentation 0:00 - Grade Settings Grade Settings Academic Program Account 1:03 - Course Grading Course Connection 1:31 - Transcript Generation Document Generation Using S-Docs 2:07 - Template Setup

RIO Challenge C14.1 - Auto Credit Transfer

Published August 5th, 2022 by Lawrence Chin

RIO Challenge C14.1 - Auto Credit Transfer In this challenge, we will explore how credit transfers can be done automatically when a student changes Programs (where a Course from the old Program is also required in the new Program). A student is transferring from one Program to another, and is looking to transfer the credits from some of the Courses

RIO Education - Managing Academic Programs

Published November 23rd, 2021 by Lawrence Chin

Video link:  https://wdcigroup.wistia.com/medias/u370mmzfyw

RIO Education - Term, Course Offering, and Session

Published March 11th, 2022 by Lawrence Chin

This learning material explains the concept of Term (semester), as well as understanding the difference between Course Offering and Session . A practical exercise is available here . Slides are also available here .

Follow our articles for updates

Published December 2nd, 2022 by Lawrence Chin

You can follow our articles to get email notifications whenever it is updated. To do so, kindly reach out to us, to be added as a user with a Helpjuice login account. Once you are logged in, you can follow our articles, as shown below. Updates on new version release For example, if you want to know whether a new version has been released, click on t

Can a student choose not to follow the pathway of Courses to be taken

Published October 11th, 2022 by Lawrence Chin

Description Can a student take some of the Courses in different order, or in a different Term, compared to the standard pathway outlined? Resolution Admin can create custom PE Pathways to allow deviation from standard ones, in order to personalize and cater to student requirements. See: Custom PE Pathway ‍ 

Enrollment Open Date

Published September 8th, 2021 by Lawrence Chin

Overview This article will cover the use case of setting different enrollment open dates for Course Offerings. Note: For setting different enrollment open dates for different cohorts or batches of students (i.e. junior, senior), see: Cohort Enrollment ‍ instead. Use case  A new Term is about to start for students to enroll to Course Offerings . Same

Session Management Video Documentation

Published December 9th, 2021 by Lawrence Chin

Session Management Video link: https://wdcigroup.wistia.com/medias/7s38yz0tgj Timestamp Documentation 0:00 - Manage Session Template Session Template 0:57 - Manage Session Template Time 2:06 - Manage Session Scheduler Session Scheduler 2:14 - Session Scheduler Filter 2:31 - Create Session with Template 3:05 - Create Session without Template 4:04 - A

RIO Education 3.7 Release Notes

Published March 17th, 2022 by Lawrence Chin

For more information on installing or upgrading your RIO Education version, head here . 3.7.4 Release date: 30th June 2022 Bug Fixes Student Management ISS-001318 "Insufficient access" error when withdrawing a program enrollment that has session connections  Updated the PECS_UnenrolmentProcess_TDTM to run as "without sharing" mode to avoid sharing a

Integrating to PowerFAIDS with RIO Connect (Technical)

Published March 17th, 2022 by Lawrence Chin

  Fields mapping and RIO Connect component You can view the detailed fields mapping and additional Salesforce components being referenced by the RIO Connect: PowerFAIDS for RIO Education here . (Note: Kindly send us a request if you wish to access our Google documents. For more on our security policy, see here ).   To learn more about the integratio

Does a student need to retake a completed Course if changing Programs?

Published October 12th, 2022 by Lawrence Chin

Description A student has completed a Course, i.e. 'Introduction to Economics' in the Bachelor of Business Management. If the student changes to another Program, and that Program has that same Course, does the student need to retake that Course again? Resolution If the same Course is present in the new Program, the student can have the grades copied

Term Holiday (object)

Published December 1st, 2022 by Lawrence Chin

Term Holiday (object) A Term Holiday is used as a junction object to assign a Holiday to a semester ( Term ). For example, Remembrance Day falls on 11th November. In the 2022 academic year, Term 2 covers the second half of the year (including November). Thus, Remembrance Day should be a Term Holiday for 2022 Term 2. For more information on creating

RIO Education - Auto Credit Transfer

Published September 5th, 2022 by Lawrence Chin

This learning material explains how the auto credit transfer feature works, to automatically transfer credits from an existing Program to a new one. A practical exercise is available here . Slides are also available here .

Hide results from students until the grades are ready/finalized

Published January 28th, 2022 by Lawrence Chin

Description Faculty members would need to make amendments to a student's grades. They need to release the grades first, in order for the completion engine to calculate them. However, releasing the grades will automatically enable the students to view them. The faculty members do not want students to see the grades yet, as they are not finalized. How

User Support

Published September 7th, 2022 by Lawrence Chin

Need technical assistance with RIO Education and user support? The following article will guide you on what to do next. Who to contact? If you require user support, please refrain from contacting our employees' personal emails. Instead, please email the support team right here at: support@wdcigroup.net We will get in touch with you as soon as possib

MTC Australia

Published April 22nd, 2022 by Lawrence Chin

RIO Education goes live over at MTC Australia . MTC Australia provides a variety of programs including Skills for Education and Employment (SEE/Learn English) and Vocational Education & Training (VET). Project duration 4 months. Go-live date July 2019. RIO features in use Core RIO setup, including Appointment Scheduler and Faculty Connection Wiz

How to filter student search in Student Scheduler?

Published September 21st, 2021 by Lawrence Chin

Description There are various information linked to a student such as their country, student ID, etc. For example: Let's say that lecture or tutorial Sessions are held virtually, and there are many students from various countries with differing time zones. You are using the Student Scheduler‍ to enroll and group students in Sessions according to cou

How to prevent Completion Engine from running Program Enrollment with a specific academic Program

Published September 17th, 2021 by Lawrence Chin

Description We do not want the Completion Engine ‍ to run for Program Enrollment with a specific academic Program . The user will still update the status in the Course Connection , but we don't want the Completion Engine to update the progress in the PE group and also the status in Program Enrollment . Is there any way to achieve this in RIO Educati

RIO Ed - File Uploader (Aura)

Published September 7th, 2021 by Lawrence Chin

Component Name RIO Ed - File Uploader (Aura) API Name rio_ed:CustomFileUploader Type Standalone Recommended Pages Any record page in both internal or digital experience Supported In Salesforce Internal Attribute Name API Name Description Parent Id parentId Target parent record to be uploaded to, e.g. {record.Id} or 0016A00000dcknJQAQ. Field Label fi

Scholarship (Disbursement)

Published October 6th, 2022 by Lawrence Chin

Overview (This is about the disbursement of scholarship funds. To create one for students to apply, see here instead.) This article covers how to control which Student Fee (from enrolled Courses) should receive scholarships funds first, and when. Note: If you wish to automatically disburse allocated funds to whichever Student Fee that comes first, s

Agreement

Published June 13th, 2022 by Lawrence Chin

Agreement The Agreement object (also named "Partner/External Agreement") represents an agreement between an Educational Institution and another external Educational Institution. For example, an agreement can be made between two universities to have a credit transfer , from one institution to another. It is the first of the records that need to be cr

Sharing a combined class Session

Published October 29th, 2021 by Lawrence Chin

Overview RIO Education supports class sharing where you can open up a Session from a Course Offering‍ to students from different Course Offerings. This usually happens when the Session has the same study content and is taught by the same Faculty at the same time and location. Use case Students taking the ICT112 Programming Course are enrolled to a S

RIO Education Apps/Consoles

Published November 24th, 2021 by Lawrence Chin

Overview There are 5 RIO Education apps or consoles that are accessible from the App Launcher; each with their own primary functionality, features or tabs, and the user segment they are intended for. The 5 consoles are as follows: RIO Admin Console The RIO Education School Admin Console primarily covers administrative functions and is intended for t

Requirement (object)

Published November 3rd, 2022 by Lawrence Chin

Requirement (object) (Note: This is one of the objects related to Application Requirements and Checklist. For a use case and example, see here .) Introduced in v3.11, this object represents the required actions that users need to perform for a process. For example, a student is required to upload certificate files during the Program Application proc

Identifying which PE Discipline Requirement (Group) will a Course contribute to

Published October 26th, 2022 by Lawrence Chin

Overview This article covers how admin or faculty users can identify a particular PE Discipline Requirement (Group) that has received (or will receive) credits from a completed Course, in the event that the same Course happens to be listed in multiple groups. Use case A student has enrolled to a 'Bachelor of Business' Program where the selected Majo

Master Data Template Guide - Session

Published March 9th, 2022 by Lawrence Chin

Master Data Template Please ensure that you make a copy of the Master Data Template before you start. Related Tabs 26 - Session Dependent Data Course Offering Contact (Faculty) Object ID rio_ed__Session__c Session Session stems from a Course Offering, and a single Course Offering can have multiple Sessions.  For example: RIO University's Course Offe

Follow our Trailblazer Group for updates

Published November 9th, 2022 by Lawrence Chin

Want to get instant updates on new version releases, events, and our monthly newsletter? Check out and join our Trailblazer Group, right here !

Session Rules

Published September 9th, 2021 by Lawrence Chin

Session Rules (See also: Scheduling Classes). Session Rules is a feature to help students and faculty to define and determine if the students have met the requirements when selecting Sessions. These can be set on the ‍Course Offering. RIO can then calculate if the student has selected Sufficient, Insufficient, or Over based on the Session Rules requ

RIO Education - Degree Completion and Transcripts

Published November 23rd, 2021 by Lawrence Chin

Video link:  https://wdcigroup.wistia.com/medias/eytct8h5kc

RIO Education 2.11 Release Notes

Published March 7th, 2022 by Lawrence Chin

For more information on installing or upgrading your RIO Education version, head here . 2.11 Release date: 7th May 2021 Enhancements Program Structure & Pathways (Please refer to v3.0 release notes for details). Fee Enhancements (Please refer to v3.0 release notes for details). Optimize Completion Engine. Program Enrollment automation to stop cr

Course Connection Requirement

Published January 16th, 2023 by Lawrence Chin

Course Connection Requirement Note: For use cases, see here: Pre-requisites (and other requirements) for Courses ‍. The Course Connection Requirement object is located under the Course Connection . It outlines the requirements (pre-requisites, co-requisites, etc.) for said Course Connection. For example, this Course Connection for 'BUS104' has a req

RIO Education 2.10 Release Notes

Published March 7th, 2022 by Lawrence Chin

For more information on installing or upgrading your RIO Education version, head here . 2.10 What’s new in RIO Education version 2.10 Session Scheduler’s session edit screen is now configurable. Overhauled Appointment Scheduler to work with community users. Enhancements Linked Term Grades to Session for reporting purposes. Multiple Checkpoints Atten

Master Data Template Guide - Academic Program

Published March 9th, 2022 by Lawrence Chin

Master Data Template Please ensure that you make a copy of the Master Data Template before you start. Related Tabs 14 - Academic Program Dependent Data University Department Object ID Account Academic Program The Academic Program in RIO Education is similar to the general Bachelor or Diploma Degree that most higher education institutions have. This

Single org vs multi-org setup for CRM and SIS

Published November 29th, 2022 by Lawrence Chin

Single org benefits Why is it recommended to have a single org setup for CRM and SIS, versus having them in separate orgs? Data: Single source of truth for student data - both teams are sharing the same records, hence, a single org reduces duplicate data. All your data is consolidated, and you can make more efficient use of it. Student insight - use

'See other members of this site' is disabled

Published November 22nd, 2021 by Lawrence Chin

Description We need to check 'See other members of this site' as a step in for RIO Education installation, but it is disabled and cannot be checked. How to enable this? Resolution You would need to enable 'Site User Visibility' from Sharing Settings.

Auto enrollment to Sessions

Published October 11th, 2022 by Lawrence Chin

Overview This article showcases how students can be automatically enrolled to Sessions . Use case An education institution wants its students to be automatically enrolled to the related Sessions (classes) of a Course that they have enrolled to. The student will not need to choose which Sessions, instead, they will be enrolled to the required Session

Transfer Credit (object)

Published October 18th, 2022 by Lawrence Chin

Transfer Credit (object) The Transfer Credit object is automatically created when a student's credits is transferred from an external Course to another institution. It is a record of a student's credit transfer, where the credits they earned from a previous Course , is transferred to another one of similar syllabus, at a different institution. If st

What do our customers say?

Published May 11th, 2022 by Lawrence Chin

Successful implementation of RIO Education Student Information System for our customers is our top priority. Check out what our customers had to say! You can also contact us here for more inquiries! "Excellent Student Information System and amazing support" "RIO Education has been a dream to work with. It is highly configurable and flexible to work

The Admin Experience

Published May 6th, 2022 by Lawrence Chin

Program setup flow

Published October 12th, 2021 by Lawrence Chin

Overview Here is a step-by-step guide on the overall flow for setting up a Program for students to enroll. For this scenario, we will be setting up a Bachelor of Business Degree at RIO University. Here is a handbook that we will use for this example below:  Bachelor of Business Handbook.pdf Setting up a Program 1. Add Courses  Add the Courses from t

RIO Challenge C04 - Program Discipline Setup

Published July 5th, 2022 by Lawrence Chin

RIO Challenge C04 - Program Discipline Setup   In RIO Education, the Program Discipline object tracks disciplines (i.e. Majors and Minors within a Program Plan‍). Under each Program Discipline, there are Discipline Requirements (the Courses that are required to be completed for that Major).    Learning outcomes Understand how to enroll into a Progra

RIO Ed - Session Template Builder

Published September 7th, 2021 by Lawrence Chin

Component Name RIO Ed - Session Template Builder API Name rio_ed:templateBuilder Type Standalone Recommended Pages App page for internal Supported In Salesforce Internal   Attribute Name API Name Description Icon cardIcon Title cardTitle Default Educational Institution Record Id selectedEducationalInstitution Default Educational Institution Record I

Master Data Template Guide - Session Time

Published March 9th, 2022 by Lawrence Chin

Master Data Template Please ensure that you make a copy of the Master Data Template before you start. Related Tabs 27 - Session Time Dependent Data Session Course Offering Facility Object ID rio_ed__Session_Time__c Session Time Session Time will specify the Session date, location, and date range. Using the Session example of BUS101 with 4 Sessions:

Transfer Credits Wizard

Published December 15th, 2021 by Lawrence Chin

Transfer Credits Wizard (Note: This is about the wizard used to transfer credits. To make a transfer, see Transfer Credit . For technical details and settings, see RIO Ed - Transfer Credits List .‍)  The Transfer Credits Wizard allows user to transfers credits from the Courses previously completed in other institutions , to the Courses in your insti

RIO Education 2.3 Release Notes

Published March 7th, 2022 by Lawrence Chin

2.3 Release date: 30th April 2019 What’s new in RIO Education version 2.3 Create Primary Faculty from Session record. Enhancements New out of the box report showing session booking issues. Single community space for students/faculty communities to utilize chatter groups, etc. New “Some Rejected” status to Faculty Status rollup. Location double booki

Credit transfer between institutions (supported and non-supported Courses)

Published October 1st, 2021 by Lawrence Chin

Description I have previously completed some Courses at an institution. How will credit transfer work if some of the Courses I completed are not available in this different institution? Resolution Here are a few use cases of credit transfers. Let's assume that RIO Institution has "Foreign Language" in one of their degrees: Foreign Language (6 credit

Leave for faculty/staff

Published November 24th, 2022 by Lawrence Chin

Overview This article covers the leave application process for faculty/staff, as well as its implications for Session booking. Use case A faculty member is entitled to annual (and/or personal) leave. Staff Leave is created and stored under the Contact record for the faculty, which tracks the total amount of entitled leave for that faculty. The Staff

RIO Education 2.14 Release Notes

Published March 7th, 2022 by Lawrence Chin

For more information on installing or upgrading your RIO Education version, head here . 2.14.14 Release date: 6th July 2022 Added System.isBatch() and System.isQueueable() check to ensure that we do not invoke the future method in asynchronous processing. Please note that the syncContactUser() won't be executed at all in asynchronous mode due to Sal

RIO Challenge C16 - Transcript Generation

Published July 14th, 2022 by Lawrence Chin

RIO Challenge C16 - Transcript Generation When releasing a student's grades in RIO Education, admin/faculty members can generate a transcript to provide the student with a detailed list of the Courses and grades/credits earned. S-Docs template will be used as the template for transcripts. Learning outcomes Understand how to add S-Docs template into

Master Data Template Guide - University Department

Published March 9th, 2022 by Lawrence Chin

Master Data Template Please ensure that you make a copy of the Master Data Template before you start. Related Tabs 11 - Account_Uni_Dept Dependent Data Educational Institution Object ID Account University Department  The University Department is the Educational Institution's division e.g. School of Business, School of Law, etc. RIO University will h

RIO Ed - Program Completion (Aura)

Published September 7th, 2021 by Lawrence Chin

Component Name RIO Ed - Program Completion (Aura) API Name rio_ed:peGroupHierarchy Type Standalone Recommended Pages Program Enrollment page for internal Supported In Salesforce Internal This component displays (in table form) the details of a student's Program progress. Attribute Name API Name Description Program Enrollment Id progEnrolId  Program

RIO Education 2.6 Release Notes

Published March 7th, 2022 by Lawrence Chin

2.6 Release date: 27th May 2020 What’s new in RIO Education version 2.6 Appointment Scheduling Wizard. Faculty Timesheets. Course Grading Wizard and Automation. Support for Dual Qualifications. Credit Transfers. Custom course colours in Calendars. Data Reminder for the community. Extension package for RIO Education to support Person Account. Metadat

Audit Log

Published August 30th, 2022 by Lawrence Chin

Audit Log Introduced in v3.11, the Audit Log object serves to provide audit capabilities for deleted records. It will be automatically generated when a record is deleted. It contains information on the deleted record (and other records linked to it), as well as the source operation or component that executed the deletion. For a use case example, see

RIO Ed - Related List - Single (Aura)

Published September 7th, 2021 by Lawrence Chin

Component Name RIO Ed - Related List - Single (Aura) API Name rio_ed:CustomSingleRelatedList Type Standalone Recommended Pages Any record page in both internal or digital experience Supported In Salesforce Internal The RIO Ed - Related List - Single (Aura) component is a custom related list, as opposed to the standard one in Salesforce (Related List

Program Administration Video Documentation

Published November 17th, 2021 by Lawrence Chin

Program Administration Video link: https://wdcigroup.wistia.com/medias/lu3ew8xv50  Timestamp Documentation 0:00 - Academic Program Record Academic Program Account 0:06 - Program Plans (Versions) Program Plan 0:17 - Program Structure Plan Requirement 0:37 - Pre-requisite Logic Program Course Requirement 0:49 - Program Pathways Program Pathway and Pat

CPD Course Requirements

Published May 26th, 2022 by Lawrence Chin

Overview This document outlines all the modules required for Continuing Professional Development (CPD) course providers. Use this document to scope out how big their implementation is. Membership Subscription Management It can be further broken down into: Membership Application How complex is the enrollment process? Is it a single step or multiple s

Why is Plan Requirement's requisites not working?

Published November 10th, 2021 by Lawrence Chin

Description Why is the Plan Requirement's requisites not working? Resolution Ensure that the Plan Requirement's "Allow Pre-Enrollment?" checkbox is not checked. You should also check if the Requirement Logic field (in the Plan Requirement) matches the "Requirement ID" definition setup at the Requisites record level (the Program Course Requirements c

RIO Ed - Custom Record Form (Aura)

Published September 7th, 2021 by Lawrence Chin

Component Name RIO Ed - Custom Record Form (Aura) API Name rio_ed:StudentReportingForm Type Standalone Recommended Pages Any record page in both internal or digital experience Supported In Salesforce Internal Attribute Name API Name Description Object Name objectType Name of object. Field Set Name fieldsetName Name of field set. Section Label sectio

RIO Education Person Account Extension

Published September 16th, 2021 by Lawrence Chin

Overview The Person Account extension package allows RIO Education to support Person Accounts. Installation For information on installing this extension package, please see this article here . Configuration After installing the extension package, please perform the following setup: Set Person Account Record Type Id Go to Setup > Develop > Cust

RIO Ed - My Profile Tile (Aura)

Published September 10th, 2021 by Lawrence Chin

Component Name RIO Ed - My Profile Tile (Aura) API Name rio_ed:myProfile Type Standalone Recommended Pages Any page in digital experience Supported In Salesforce Internal Attribute Name API Name Description Name tileName Name of tile Description tileDescription Description of tile Icon tileIcon Icon of tile Size of Icon tileIconSize Size of Icon: xx

Staff Leave (object)

Published October 20th, 2021 by Lawrence Chin

Staff Leave (object) The Staff Leave object is for faculty members to request and place leaves. The Staff Leave is created for them, which tracks the amount of entitled leave and requests. When approved, the faculty member’s automatically created Attendance‍ records will be updated to reflect that they are unable to attend anything on those dates. A

Connect Your LMS, Finance, and 3rd Party Systems

Published November 23rd, 2021 by Lawrence Chin

RIO Ed - My Tile (Aura)

Published September 7th, 2021 by Lawrence Chin

Component Name RIO Ed - My Tile (Aura) API Name rio_ed:myTile Type Standalone Recommended Pages Any page in digital experience Supported In Salesforce Internal Attribute Name API Name Description Name tileName Name of tile. Description tileDescription Description of tile. Icon tileIcon Icon of tile. Link tileLink Link of tile. Size of Icon tileIconS

Session Waitlist

Published September 9th, 2021 by Lawrence Chin

Session Waitlist Waitlist is a feature which allows students to be waitlisted in Student Scheduler‍ if they enroll for a Course Offering‍ or Session that has exceeded its capacity limit. For example, a Session may only have a capacity of 5 students. To waitlist the 6th student or more, head to Session, then under "Additional Information", click "Ena

Cannot add Fee Lines to a locked Student Fee

Published September 27th, 2021 by Lawrence Chin

Description Why Fee Lines cannot be created or updated? And why the error "Cannot add Fee Lines to a locked Student Fee" appears when trying to enroll a student? Resolution This is likely due to the current date being over / past the census date (final date for enrolling/unenrolling from a Course). When this occurs, the Student Fees and Fee Lines wi

Cohort Enrollment

Published August 4th, 2022 by Lawrence Chin

Cohort Enrollment Cohort Enrollment allows different cohorts (batches) of students to enroll to a Course Offering or Session ‍ at different times. Different enrollment dates can be set for students from different class standings (i.e. freshman, sophomore, junior, senior). This allows admin to prioritize available places for enrollment into Course Of

Calculate Program Enrollment End Date at early stage of enrollment

Published October 25th, 2021 by Lawrence Chin

Description You have to calculate the approximate Program Enrollment‍ End Date even though it is still at an early stage of the enrollment. How to do this? Resolution There is a field at Application with Data Type Formula: IF( ISPICKVAL(rio_ed__Study_Mode__c, "Full-time"), ADDMONTHS(rio_ed__Starting_Term__r.hed__Start_Date__c,(12 * rio_ed__Program__

RIO Ed - Create Faculty Component (Aura)

Published September 7th, 2021 by Lawrence Chin

Component Name RIO Ed - Create Faculty Component (Aura) API Name rio_ed:CreateFacultyComponentLwc Type Standalone Recommended Pages Session Page for internal Supported In Salesforce Internal Attribute Name API Name Description Maximum Height maxHeight Maximum height of the component in pixel. Enable Infinite Loading enableInfiniteLoading To enable i

RIO Education 2.12 Release Notes

Published March 7th, 2022 by Lawrence Chin

For more information on installing or upgrading your RIO Education version, head here . 2.12 Release date: 28th May 2021 Enhancements Add Don't generate option to PE Pathway. Add Term to filter in session scheduler and student scheduler. Attendance Component: Support more options for tile click. Check Eligible to Enroll in enrollment wizards. Contro

Master Data Template Guide - Program Discipline

Published March 9th, 2022 by Lawrence Chin

Master Data Template Please ensure that you make a copy of the Master Data Template before you start. Related Tabs 21 - Program Discipline Dependent Data Program Plan Object ID rio_ed__Program_Discipline__c Program Discipline Program Discipline is like a subset of Program Plan. It offers different recognition/certification within a Program Plan in w

How to configure Credit Transfer Grade in Grade Settings?

Published October 1st, 2021 by Lawrence Chin

Description How do you configure Credit Transfer Grade in Grade Settings‍?  Resolution You don't need to configure the Credit Transfer Grade under Grade Settings‍, just marking the Grade Result with 'Credit Transfer' will do.

Booking (object)

Published October 28th, 2022 by Lawrence Chin

Booking When an appointment is booked via the Appointment Scheduler ‍, or when a Session Time is created in the Session Scheduler , a Booking record will be generated. This record tracks the status of the booking and its details (as well as information on the Appointment Type and Time , if it is an appointment booking). Booking records will be store

Creating discounts for Student Fees

Published November 4th, 2022 by Lawrence Chin

Overview (This is about the disbursement of scholarship funds. To create one for students to apply, see here instead.) This article covers how to use scholarship funds to pay off only a portion (discount) of the Student Fees. Note: To pay it off entirely (if the allocated funds are sufficient), see the following instead:  Scholarship (Fee Line) - au

RIO Ed - Session Calendar (Aura)

Published September 7th, 2021 by Lawrence Chin

Component Name RIO Ed - Session Calendar (Aura) API Name rio_ed:SessionCalendarComponent Type Standalone Recommended Pages Session ‍ Page for both internal or digital experience Supported In Salesforce Internal When viewed in the Student Community: When viewed in the Lightning App Builder: Attribute Name API Name Description Column Header Format col

RIO Education - Transfer Credits

Published August 26th, 2022 by Lawrence Chin

This learning material covers the use cases for transferring credits , as well as incoming and outgoing transfers. A practical exercise is available here . Slides are also available here .

User Administration Video Documentation

Published December 9th, 2021 by Lawrence Chin

User Administration Video link: https://wdcigroup.wistia.com/medias/wrpadn81lt Timestamp Documentation 0:00 - Standard User RIO Education's Profile and Permission Set 0:19 - Student User 0:46 - Faculty User 1:24 - Standard User Permission 1:46 - Student User Permission 2:08 - Faculty User Permission

RIO Challenge C02 - New Term Setup

Published June 15th, 2022 by Lawrence Chin

RIO Challenge C02 - New Term Setup A Term acts as a semester of a Program or Degree - it lays out the Courses that a student will be taking throughout that period of time. Considering the tuition or non-tuition fees can be changed over time, they can be configured based on a Terms and Courses basis.  Learning outcomes Understand the steps required t

Integrating to D2L (Brightspace) with RIO Connect (Overview)

Published February 25th, 2022 by Lawrence Chin

Overview RIO Connect is used to connect RIO Education, a Student Management System, with D2L (Brightspace), a Learning Management System.   The following video showcases the Student, Course Offering and Enrollment, and Final Grading sync for the RIO Connect integration with D2L (Brightspace). Video link: https://wdcigroup.wistia.com/medias/vrlsb4zd3

Assigning multiple faculty members and facilities to a Session

Published October 18th, 2022 by Lawrence Chin

Overview This article will cover how an admin can assign more than one faculty member (i.e. professor, lecturer) and multiple facilities (i.e. classroom, lab) to a single Session, via the Session Scheduler ‍. Use case Multiple faculty members A lab Session will be administered by two faculty members (i.e. one lecturer, and one lab assistant). This m

Faculty Community Video Documentation

Published December 9th, 2021 by Lawrence Chin

Faculty Community Video link: https://wdcigroup.wistia.com/medias/iw3jaee8ap Timestamp Documentation 0:00 - Session Calendar Session RIO Ed - Session Calendar (Aura) 0:19 - Session Acceptance/ Rejection Session Session Scheduler 0:36 - Appointment Scheduler Appointment Scheduler 1:23 - Attendance Marking RIO Ed - Attendance - Session List (Aura) Com

How we will share our documents with you

Published September 29th, 2022 by Lawrence Chin

Overview This is a guide on our practices on sharing Google documents with our valued customers and partners, to ensure that your data is protected.  How we will share documents We will not use the "Anyone with the link" sharing setting to share our Google documents. Instead, we will share the documents directly with you, where you can access the fi

Master Data Template Guide - Contact (Faculty)

Published March 9th, 2022 by Lawrence Chin

Master Data Template Please ensure that you make a copy of the Master Data Template  before you start. Related Tabs 24 - Contact ( Faculty ) Dependent Data University Department (Account) Object ID Contact Contact (Faculty) The Contact (Faculty) tab is where you list down the contact details of Faculty members of the Educational Institution. Each Fa

Releases

Published May 23rd, 2022 by Lawrence Chin

The following are the release notes for RIO Education versions and other extension packages, with the most recent version listed at the top. You may log in and follow this article and get notified when a new version is released, which will be added to the top of this list. You may also follow the individual release notes to get notified whenever upd

EDA Application Status (Custom Metadata Type)

Published June 10th, 2022 by Lawrence Chin

EDA Application Status (Custom Metadata Type) This custom metadata type is used to define the supported status and the supported feature for each status of Application (EDA) . This allows the admin to define the behavior and default PE Program Status for each Application (EDA) status. Info Whenever a new status is added to the status field, you shou

RIO Ed - My Program (Aura)

Published September 7th, 2021 by Lawrence Chin

RIO Ed - My Program (Aura) Component Name RIO Ed - My Program (Aura) API Name rio_ed:myProgram Type Standalone Recommended Pages Any page in digital experience Supported In Salesforce Internal   This component is for configuring for the Student Community view. Some of these configurations here, are also on the RIO Ed - My Pathway (Aura) ‍ component,

RIO Education 2.5 Release Notes

Published March 7th, 2022 by Lawrence Chin

2.5 Release date: 11th September 2019 What’s new in RIO Education version 2.5 Support for Majors and Minors (Program Disciplines). Streamlined creation of new faculty Course/Session Connections. Session scheduled hours and attended hours tracking. Enhancements Student Community’s My Program enrollment wizard has been reworked. Decoupled Session sele

Marking and calculating student attendance

Published November 10th, 2022 by Lawrence Chin

Overview The following article covers how students' attendance can be marked by faculty members, and how it is calculated. Use case Marking attendances A faculty member is teaching/administering a Course across multiple classes ( Sessions ). The faculty needs to mark the students' attendance, and proceeds to log in to the Faculty Community and enter

Master Data Management Video Documentation

Published December 9th, 2021 by Lawrence Chin

Master Data Management Video link: https://wdcigroup.wistia.com/medias/p5xyq1c56h Timestamp Documentation 0:00 - Educational Institution Educational Institution Account 0:37 - University Department University Department Account 1:02 - Courses by Department Course 1:22 - Qualified Faculty Qualified Faculty 1:57 - Faculty by Department 2:36 - Location

How to manually enroll students to Courses

Published January 14th, 2022 by Lawrence Chin

Description How to manually enroll students to Courses ? Resolution The following are the manual steps: Navigate to the specific  Program Enrollment . Go to the " Course Connections " tab > the "Course Connections" section. Create a "New" Course Connection with a Student record type. Ensure that the "Contact" looks up to the correct student. Ensu

Faculty Community Overview

Published October 19th, 2021 by Lawrence Chin

This module covers: Faculty Community Attendance Attendance‍ Attendance Display‍ RIO Ed - Attendance - Session List (Aura) Component‍  RIO Ed - Attendance Register (Aura)‍ RIO Ed - Attendance Display‍ Calendar RIO Ed - Calendar (Aura)‍ RIO Ed - Session Calendar (Aura)‍ RIO Ed - Calendar‍ Session Grading RIO Ed - Session Grading (Aura)‍ RIO Ed - Sess

Housing for Students

Published October 17th, 2022 by Lawrence Chin

Overview This article will explain how an institution can handle students' request for accommodation and assign them to suitable rooms based on needs/requirements. Note: This will require the Housing Extension Package . (Try out our RIO Challenge here for a practical exercise.) Use case A student named Fred Smith is requesting for accommodation on c

RIO Ed - Term Grade Details (Aura)

Published July 18th, 2022 by Lawrence Chin

RIO Ed - Term Grade Details (Aura) Component Name RIO Ed - Term Grade Details (Aura) API Name rio_ed:termGradeDetails Type Standalone Recommended Pages Course Connection and Term Grade object page in Digital Experience and Salesforce Internal Supported In Digital Experience and Salesforce Internal The RIO Ed - Term Grade Details (Aura) component dis

Integrating to TCSI with RIO Connect (Technical)

Published February 18th, 2022 by Lawrence Chin

Fields mapping and RIO Connect component You can view the detailed fields mapping and additional Salesforce components being referenced by the RIO Connect: TCSI for RIO Education here . (Note: Kindly send us a request if you wish to access our Google documents. For more on our security policy, see here ). To learn more about the integrations schedul

RIO Challenge C01 - Master Data Setup

Published June 15th, 2022 by Lawrence Chin

RIO Challenge C01 - Master Data Setup RIO University has just implemented RIO Education SIS and will need to create records for their Departments, Campuses, and Programs. Accounts for faculty members (lecturers) will be required as well. All these must have the right hierarchy, just as in a real-world application, where a Program would be under the

RIO Ed - Data Reminder (Aura)

Published September 7th, 2021 by Lawrence Chin

Component Name RIO Ed - Data Reminder (Aura) API Name rio_ed:DataReminder Type Standalone Recommended Pages App page, record page, or digital experience Supported In Salesforce Internal A sample image of a data reminder displayed in the Community portal: Attribute Name API Name Description Label label Displayed label. Record Id parentId If specified

RIO Challenge C09 - Scholarship

Published July 11th, 2022 by Lawrence Chin

RIO Challenge C09 - Scholarship In RIO Education, the Funding and Funding Allocation objects are used to provide financial assistance for students. This can take shape in the form monetary benefits like Scholarships or Sponsoring, or discounts to their Student Fees . The Funding object defines the total funds available, with the maximum amount that

Objects and fields in RIO Education

Published October 26th, 2022 by Lawrence Chin

The list of objects and fields in RIO Education are available here. Take note that if you wish to view the documents, you may reach out to us to share the access with you. See here for more details on our security policy. The data model for RIO Education can also be viewed here . (Latest) Version 3.11 Version 3.11.4 https://docs.google.com/spreadshe

RIO Education - Scholarship Management

Published July 11th, 2022 by Lawrence Chin

This learning material explains how scholarship functionality works in RIO Education. A practical exercise is available here . Slides are also available here .

RIO Ed - Student Info

Published September 7th, 2021 by Lawrence Chin

Component Name RIO Ed - Student Info API Name rio_ed:studentInfo Type Standalone Recommended Pages Contact page for both internal or digital experience Supported In Salesforce Internal Attribute Name API Name Description Modal Title modalHeader Show Modal Close Button showClose Contact Section Name (Student Info) contactSectionName Section name. Con

Australian College of the Arts (Collarts)

Published July 5th, 2022 by Lawrence Chin

RIO Education at the Australian College of the Arts (Collarts) has gone live! Collarts is a tertiary education college that provides Bachelor Degrees, Diplomas & Postgraduate Qualifications in 20 fields across the creative sector, ranging from acting and music production to fashion and interior designing. Project duration Under 7 months, from in

RIO Education - Fee Management (Program)

Published July 11th, 2022 by Lawrence Chin

This learning material explains how fees work at the Program level in RIO Education (see also: Fee/Billing Management ). Slides also available here .

Reporting Standards supported by RIO

Published September 29th, 2021 by Lawrence Chin

Here is a list of the compliance reporting standards that RIO Reporting supports: Australia 1. VSN    (More info here ) 2. TEQSA    (More info here ) 3. AVETMISS    (More info here ) 4. TCSI    (More info here ) United States IPEDS    (More info here )

RIO Ed - Calendar (Aura)

Published September 7th, 2021 by Lawrence Chin

Component Name RIO Ed - Calendar (Aura) API Name rio_ed:TimelineComponent Type Standalone Recommended Pages Contact page for both internal or digital experience Supported In Salesforce Internal Supported configuration Course Connection Enrollment Status A new configurable option "Course Connection Enrollment Status" is added to allow admin to show t

Master Data Template Guide - Campus

Published March 8th, 2022 by Lawrence Chin

Master Data Template Please ensure that you make a copy of the Master Data Template  before you start. Related Tabs: 2 - Account_Campus Dependent Data: Educational Institution Object ID Account Campus The Campus will be the next record to be created after Educational Institution. A Campus is the location of the University or institution's buildings/

How to allow students to skip pre-requisite Course

Published October 12th, 2022 by Lawrence Chin

Description A student has been given special permission to take a Course without having to complete a pre-requisite Course as a requirement.  For example, the student is allowed to take 'Advanced Economics' without needing to complete 'Introduction to Economics' first. How to allow this, only for some of the students that were given permission? Reso

RIO Ed - Timesheet List (Aura)

Published September 7th, 2021 by Lawrence Chin

RIO Ed - Timesheet List (Aura) Component Name RIO Ed - Timesheet List API Name rio_ed:timesheetList Type Standalone Recommended Pages Any page in digital experience Supported In Salesforce Internal Developer section Attribute Name API Name Description Contact Id contactId Specific Contact Id for listing Timesheets, default is current User Id Card Ic

Grade Criteria

Published November 8th, 2022 by Lawrence Chin

Grade Criteria This object serve as records of exams or assignments that a student will take for a Course, which will then be graded by the faculty. The weight and sequence of the grades are defined here. For a use case, see: Grade breakdown for a Course .‍ Important fields Field name Description Grade Criteria Name Name of this Grade Criteria recor

RIO Education 2.4 Release Notes

Published March 7th, 2022 by Lawrence Chin

2.4 Release date: 28th May 2019 What’s new in RIO Education version 2.4 Added a customizable Related List lightning component. Enhancements Can add qualified faculty to departments/disciplines.

Student Management Video Documentation

Published December 9th, 2021 by Lawrence Chin

Student Management Video link: https://wdcigroup.wistia.com/medias/zh0uv48scy Timestamp Documentation 0:00 - Internal Course Enrollment Course Offering 0:18 - Course Enrollment Term 0:36 - Course Enrollment by Status 0:54 - Full Course List for Enrollment 1:12 - Course Enrollment by Requisites Status Course Connection 1:30 - Overwriting the Requisit

Payment Method (null - null) error

Published February 7th, 2022 by Lawrence Chin

Description What does the "Payment Method (null - null) unavailable" error mean, and how to resolve it? Resolution In Fee Lines , there are some fields: "Course Connection Fee Type" and "Course Connection Fee Type Option". These fields need to match a value in the Payment Configuration metadata. These are normally things like "Self Paid" or "Financi

"Report definition is obsolete" when opening reports

Published October 25th, 2021 by Lawrence Chin

Description When opening reports in the RIO Education folders, you may find that some of the reports have no data to display. Instead, the attached error message may be displayed: We couldn't complete your request. The report definition is obsolete. Your administrator has disabled all reports for the custom object, or its relationships have changed.

IPEDS Reporting

Published November 23rd, 2021 by Lawrence Chin

Staff Award

Published June 15th, 2022 by Lawrence Chin

Staff Award The Staff Award object is used to record staff awards/contracts, Start/End Time of contracts, and what award type and level they are on for this contract.  Important fields Field Description Staff Member Master-detail. The faculty/staff member this award is for. Award Name Name of this award. Award Status Status of this award: Current. F

Course Requirement

Published March 8th, 2022 by Lawrence Chin

Course Requirement Note: For a use case, see here: Pre-requisites (and other requirements) for Courses ‍. The Course Requirement object (introduced in v3.6) is located under the Course object. It outlines the requirements (pre-requisites, co-requisites, etc.) for said Course. For example, this Course for 'BUS104' has a requirement. Whereby the Cours

Integrating to Moodle with RIO Connect (Technical)

Published February 17th, 2022 by Lawrence Chin

Fields mapping and RIO Connect component You can view the detailed fields mapping and additional Salesforce components being referenced by the RIO Connect: Moodle for RIO Education here . (Note: Kindly send us a request if you wish to access our Google documents. For more on our security policy, see here ). To learn more about integrations schedule

RIO Ed - Attendance Display

Published September 7th, 2021 by Lawrence Chin

RIO Ed - Attendance Display Component Name RIO Ed - Attendance Display API Name rio_ed:attendanceDisplay Type Standalone Recommended Pages Any page in digital experience Supported In Salesforce Internal The Attendance Display component is used to show the students attendance rate within a period of time in a chart. Filtering (home page only) You can

Why no Courses showing up in Session Scheduler

Published November 17th, 2021 by Lawrence Chin

Description Why are there no Courses in the Session Scheduler? No Course ‍ appears under Course selection in the Session Scheduler ‍ when creating a new Session ‍. Resolution Here is a checklist that you may go through. 1. Ensure that the ‍Academic Program (that the ‍ Course is part of) is created under the correct Department. Please check if you ha

Country Universities Centre

Published April 22nd, 2022 by Lawrence Chin

Country Universities Centre  has joined our list of RIO Education customers! Country UC is a non-profit organisation that provides educational services for rural and regional communities in New South Wales. Project duration  2 months. Go-live date  June 2019. RIO features in use  Core RIO setup including  Faculty Community  and  Student Community .

Courses not showing up for enrollment in the Student Enrollment Wizard

Published November 18th, 2021 by Lawrence Chin

Description Why is there no Course available for enrollment in the Student Enrollment Wizard ‍? Resolution Check that Plan Requirement (Course) ‍ exists for the  Program Plan ‍ which the student enrolled to. If #1 exists, check if the  Course is available when the student or RIO Internal User switches to "View All Courses". If the Course is availabl

Do students need to take Courses completed before in a different university?

Published October 12th, 2022 by Lawrence Chin

Description If students from a different/external university are transferring here, will they need to study the Courses that are similar to the ones they completed before? And if students from this university are transferring, how to let the other university know that they have completed some Courses here, and do not need to take them again? Resolut

How are Booked Places calculated

Published September 21st, 2021 by Lawrence Chin

Description Question 1: When will the Booked Place be calculated for Course Offering‍ and Session? Question 2: If a Course Connection ‍ is deleted, would RIO Education recalculate the Booked Places at the Course Offering‍? Similarly, if a Session Connection‍ is deleted, would RIO Education recalculate the Booked Places at the Session‍? Resolution An

Student Enrollment Wizard

Published October 8th, 2021 by Lawrence Chin

Student Enrollment Wizard (Note: For unenrolling or withdrawing from a Course, see here instead.) Recommended Permission Set To access this, you need either one of these permission sets, depending on user type: For internal/admin users: REDU - Admin, REDU - Operational Admin. For faculty users: REDU - Faculty. For student users: REDU - Student. See

RIO Education - Scheduling Sessions - Timetabling

Published November 23rd, 2021 by Lawrence Chin

Video link:  https://wdcigroup.wistia.com/medias/4nnqtxcv03

Questions on payment

Published September 13th, 2021 by Lawrence Chin

Description A student is paying outstanding fees using Payments2US in the Digital Experience aka Student Community. 1. Can the student pay a different amount to what is owing, i.e. less or more? 2. If the student has more than 1 invoice (think Fees and later an Ad-hoc charge, which was added after a cut-off date), is that presented in 1x amount owin

RIO notification options

Published October 5th, 2021 by Lawrence Chin

Description What are the OOTB RIO notification options that are built into the RIO product? Resolution RIO Education is not limited with a fixed set of notifications and is supported by all means of native Salesforce notification options. We do not have hard-wired notifications in RIO Education, except for the one notification shipped in the metadat

Error when submitting Program Application as Community User (Student)

Published September 24th, 2021 by Lawrence Chin

Description When setting up Program Enrollment ‍ to be created as part of Program Application ‍ submission, the following error was encountered, when submitting the Program Application as a Community User (Student): "FIELD_CUSTOM_VALIDATION_EXCEPTION: insufficient access rights on cross-reference id."  Why am I unable to send the Program Application

Student Community Video Documentation

Published December 9th, 2021 by Lawrence Chin

Student Community Video link: https://wdcigroup.wistia.com/medias/g3eptpcbco Timestamp Documentation 0:04 - Session Calendar Session Scheduler RIO Ed - Session Calendar (Aura) 0:21 - Program Enrollments Program Enrollment 0:34 - Program Disciplines Program Discipline 0:57 - Full Program Results Grade Settings Releasing Student Results 1:08 - Student

RIO Education 2.9 Release Notes

Published March 7th, 2022 by Lawrence Chin

For more information on installing or upgrading your RIO Education version, head here . 2.9.5 Release date: 17th May 2021 Enhancement Auto-enrollment now considers term label in program pathway. Student Scheduler – Allow Admin to over-allocate students to sessions. Bug Fixes Enrollment Wizard – Handle courses with no course offerings. Student Schedu

RIO Challenge C11 - Student Scheduling

Published July 13th, 2022 by Lawrence Chin

RIO Challenge C11 - Student Scheduling The Student Scheduler allows internal users to assign or schedule students to Course sessions (Classes, such as Tutorials and Lectures). Learning outcomes Understand how to use the Student Scheduler to assign students to Course sessions. Reading material Student Scheduler .‍ Estimated time to complete 15 minute

RIO Education 3.10 Release Notes

Published May 26th, 2022 by Lawrence Chin

Info If a specific enhancement or new feature requires configuration, the notes will mention: the attributes (the configurable settings), and, the components ("RIO Ed - Aura"). Otherwise, if there is no mention on configuration, attributes, or components for a specific enhancement, this means it is automatically available upon installing this new ve

RIO Ed - Session Scheduler

Published September 7th, 2021 by Lawrence Chin

RIO Ed - Session Scheduler Component Name RIO Ed - Session Scheduler API Name rio_ed:sessionScheduler Type Standalone Recommended Pages App page for internal Supported In Salesforce Internal Supported configuration Jump To (v3.6) A custom button cJumpToDate, for users to jump to a specific date in the Session Scheduler. To enable, edit the Session S

Requirement Template

Published November 3rd, 2022 by Lawrence Chin

Requirement Template (Note: This is one of the objects related to Application Requirements and Checklist. For a use case and example, see here .) Introduced in v3.11, this object serves as a template for the Requirements that users will need to perform (if active). For example, it is required to upload a certificate file for a Program Application pr

Application Requirement and Checklist

Published November 3rd, 2022 by Lawrence Chin

Overview This article will cover how an institution can set, keep track of, and review the required actions (Requirements) that students will need to fulfil / perform for a Program Application. Note: This acts as just a checklist of the required actions (users can add their own logic and validation, if they wish to). Use case For example, s tudents

Housing (object)

Published October 18th, 2022 by Lawrence Chin

Housing (object) This object/record comes along with the Housing Extension Package . It is linked to a student's Contact, and tracks their housing request information and current housing status. This will be automatically generated when a student submits their housing application/request form via the Student Portal/Community. For a use case example,

How to export the list of students from a Session the faculty teaches?

Published October 13th, 2021 by Lawrence Chin

Description How to export the list of students from a Session that the faculty teaches? Resolution This feature is not currently available in RIO Education. However, this can be achieved by using Salesforce reports: You will need to setup/create a Salesforce report which is the Session Connection ‍ report. Ensure that all the columns required are in

RIO Education 2.8 Release Notes

Published March 7th, 2022 by Lawrence Chin

2.8 Release date: 24th August 2020 Enhancements Plan Line Bookings are deleted after removing Session Time Bookings. One-Off Session Time Date / Day Validation. Bug Fixes TDTM Apex Classes now pass the new Salesforce Critical Update.

"Portal account owner must have a role" when switching Program Application status from Draft to Submitted

Published September 21st, 2021 by Lawrence Chin

Description Your student is self-registered (contact and community user have been created for the student). When you create a Program Application‍ for this student and switch the status from Draft to Submitted, you may hit into an error stating "Portal account owner must have a role".   Resolution This is because RIO Education OOTB feature is creati

Requirement Set Template

Published November 2nd, 2022 by Lawrence Chin

Requirement Set Template (Note: This is one of the objects related to Application Requirements and Checklist. For a use case and example, see  here .) Introduced in v3.11, this object is used as a template for Requirements, which are the required actions that users need to perform for a process. For example, this Requirement Set Template contains th

Plan and Plan Line

Published October 28th, 2022 by Lawrence Chin

Overview The Plan and Plan Line objects act to store Booking  records (from both  Session  and  appointment bookings ). These objects act behind-the-scene when bookings are made. Plan The Plan is the parent to the Plan Line. Plans are generated when a Course Offering is created. When Session bookings are made, Plan Lines (containing the Bookings ) w

Salesforce, EDA, RIO Education instance preparation

Published March 18th, 2022 by Lawrence Chin

Before installing any packages Planning on using a Digital Experience Site/Community? Check that the org you are installing into has a "Customer Community Login User" License. Set the correct Timezone for your User. Step 1: EDA package installation & configuration Delete Important If the EDA is version 1.114 (or later), the Education Cloud Setti

Integrating to QuickBooks Online (QBO) with RIO Connect (Technical)

Published February 18th, 2022 by Lawrence Chin

Fields mapping and RIO Connect component You can view the detailed fields mapping used by the RIO Connect: QBO for RIO Education here . (Note: Kindly send us a request if you wish to access our Google documents. For more on our security policy, see here ). To learn more about integrations schedule and trigger points outlined in the fields mapping, c

RIO Challenge C07 - Student and Session Enrollment

Published July 5th, 2022 by Lawrence Chin

RIO Challenge C07 - Student and Session Enrollment A student enrolls to the Bachelor of Business Management (pathway in the diagram below), where the student will be studying for 4 Terms (semesters). There are 16 Courses to be taken in total, with 4 Courses in each Term. Student can enroll courses and sessions in the student portal. Learning outcome

Break Time

Published September 1st, 2021 by Lawrence Chin

Break Time Break Time records can store up to 3 sets of breaks. If a Session looks up to a Break Time record, Students’ hours attended calculation will subtract the Break Times from the total number. Important fields   Field Usage Start Time (Slot 1) Start time for Break 1. Start Time (Slot 2) Start time for Break 2 (If applicable). Start Time (Slot

Custom PE Pathway

Published October 11th, 2022 by Lawrence Chin

Overview This article will cover how to create custom PE Pathways for a student. Use case There might be special cases where a student has to deviate from the standard pathway and take a custom pathway instead. For example, the student might be taking some of the Courses at different Terms than the standard pathway. RIO Education admin can tailor a

Integrating to TCSI with RIO Connect (Overview)

Published December 7th, 2021 by Lawrence Chin

Overview RIO Connect is used to connect RIO Education, a Student Management System, with TCSI , a reporting system.   Video link:  https://wdcigroup.wistia.com/medias/j7dk1thngh RIO Connect high level flow The following is the high level flow of RIO Connect: TCSI for RIO Education. See also For more information on enabling RIO Connect for TCSI, head

Altering of grades by faculty members

Published February 7th, 2022 by Lawrence Chin

Description Can grades be updated by the faculty (e.g. in the Faculty Community), after the release of grades? If so, how to prevent that? And how to update grades after they have been released? Resolution RIO Education comes with a validation rule that prevents Faculty members from updating grades after they have been released. This can be disabled

Why no bookings generated after loading/migrating the Session

Published October 11th, 2022 by Lawrence Chin

Description I have completed the data loading/migration for Sessions, but why are there no bookings? Resolution You will need to ensure that the data loading is done for the correct objects if you plan to migrate the Session together with the scheduling data from your legacy system. The Session Booking Status should also be set to 'Create/Update Boo

RIO Challenge C08 - Student Fee and PDF Generation

Published July 5th, 2022 by Lawrence Chin

RIO Challenge C08 - Student Fee and PDF Generation When a student enrolls to a Term, a Program Enrollment record will be automatically created, together with the PE Pathway record. In a PE Pathway record, the Student Fees and Fee Lines will also be automatically created, which are fees associated to the Courses enrolled. Learning outcomes Understand

RIO Challenge C13 - Student Service

Published July 14th, 2022 by Lawrence Chin

RIO Challenge C13 - Student Service The Student Request function allows students to raise a support request for  a variety of issues, i.e. appeal of results, extension of assessment, etc. Learning outcomes Learn how to submit a Student Request form as a student in the Student Community. Learn how to review and close the Case as the support team. Rea

Requirement Set

Published November 3rd, 2022 by Lawrence Chin

Requirement Set (Note: This is one of the objects related to Application Requirements and Checklist. For a use case and example, see here .) Introduced in v3.11, this object tracks the Requirements that users need to perform for a process, as well as the status (how many have been submitted and reviewed). The Requirement Set is copied from the Requi

RIO Ready 1.0/2.0 Release Notes

Published November 7th, 2022 by Lawrence Chin

For more information on setting up RIO Ready, head here .  RIO Ready 1.0/2.0 Bug Fixes ISS-001218 Flaw in the Payment handler with Funding Allocation  There was a flaw in the RIO Ready Payment component and involved erroneous Funding Allocation check. The information is not used by RIO Ready Payment component, but never the less the fact that it che

Checklist for changing Term dates

Published January 14th, 2022 by Lawrence Chin

Description If I am planning to delay the start of a Term , how do I change the start date, census date, and end date for all the units/ Courses ? Can the dates for Sessions be updated in bulk, or this would require amending at the individual Session level?  Resolution If there is a need to change dates related to Terms (i.e. start date, census date

Student Fee with Reduced Amount

Published November 8th, 2021 by Lawrence Chin

Description You may encounter a use case where tuition fees are charged over X semesters/terms and the amount charged will be fixed in each semester/term, but reduced in the last semester/term. For example, students with a September 2020 intake would be charged as follows: September 2020: $10,000.00  January 2021     : $10,000.00 May 2021          

News

Published January 11th, 2022 by Lawrence Chin

Looking for inside news on what's happening in the world of RIO Education? Follow us for updates on the latest news, ranging from events and webinars, to new version releases and successful RIO Education implementations with our customers. [New release] - RIO Education v3.11.4 RIO Education v3.11.4 patch is out! Check out our release notes here , fo

Student Scheduler

Published September 8th, 2021 by Lawrence Chin

Student Scheduler (Note: For more information on configuring/customizing the Student Scheduler, check out the component article here .) The Student Scheduler is used by system admin to enroll students into Sessions . This article will cover the basic function of the Student Scheduler as well as other rules or field sets to customize its usage. (Try

RIO Education - Grading

Published September 23rd, 2022 by Lawrence Chin

This learning material on grading will explain where grading is done, as well as Learning Management System (LMS) sync. Slides also available here .

Audit trail for deleted records

Published October 11th, 2022 by Lawrence Chin

Overview This article showcases how the Audit Log object can be used to help users conduct audit trail for deleted records (v3.11 onwards). Use case An education institution is aiming to conduct an audit of its financial records. However, some Student Fees may have been deleted after a long time, and their details cannot be viewed in the Recycle Bin

RIO Challenge C10.1 - Session Scheduling (Session Template)

Published July 13th, 2022 by Lawrence Chin

RIO Challenge C10.1 - Session Scheduling (Session Template) Sessions refer to classes, tutorials, etc., that are managed in the Session Scheduler, which students will attend for their Courses. Sessions will require templates, from which a class will then be recurring at a given time and on a given day of the week.  Learning outcomes Understand how t

Application (EDA)

Published June 10th, 2022 by Lawrence Chin

Application (EDA) (See also: Program Application ‍) As of v3.9, the Application object in EDA is supported as part of RIO Education automation, similar to the Program Application object in RIO Education. In other words, the EDA Application object can be used the same way as one uses the Program Application object. Application statuses Status Descrip

How to see Course pre/co-requisites in Student Portal?

Published January 13th, 2022 by Lawrence Chin

Description How does a student see Course pre-requisites or co-requisites in the Student Portal?  Resolution For this, Program Plan Requirement‍ -> Requirement Description must be set with an appropriate text, e.g. "You will need to complete Course XYZ and ABC before you can qualify for this Course".  The student can then see this in the Student

RIO Ready Overview

Published January 20th, 2022 by Lawrence Chin

The following article provides an overview of RIO Ready - what it is, how it functions in relation to RIO Education, and the benefits it brings. What is RIO Ready, and why RIO Ready? RIO Ready is a managed package and collection of metadata that is built on top of RIO Education.   RIO EDUCATION Is an AppExchange application, you cannot edit the unde

Fee Label for Application and Deposit Fee

Published October 18th, 2022 by Lawrence Chin

Overview This article describes how Fee Label works, and how it can be used. Note: Starting from version 3.9, the Application and Deposit Fee generation supports child fee based on the Fee Label selected in the Program Application, EDA Application, or the Fee Label (Override) in Program Enrollment.  Use case A Program is offered in two study modes -