US English (US)
ES Spanish

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Log in
English (US)
US English (US)
ES Spanish
  • Home
  • Support
  • Deep Dive
  • RIO Education Modules
  • Data Dictionary: Student Management

Agreement

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • About Us
    Who is RIO Education? RIO Events Start Your RIO Journey Experience RIO in action Customer go-live events Our Partners Housekeeping
  • RIO Insights
    Careers
  • RIO Recipe
    Project Management & Governance Discovery Design & Prototype Build & Implementation UAT Deployment & Metadata RIO Recipe: Training
  • RIO Academy
    RIO Partner Enablement Program RIO Challenge V2 Learning Material Video Guides
  • Install RIO Education
    Configuration Integration with RIO Extension Package Installer Products
  • Releases
    Release Notes
  • Support
    Support FAQs Feature Articles Deep Dive Updates for other products
+ More

Table of Contents

Agreement Important fields

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 created for transferring credits. To find out how this object works in relation to credit transfer, head here.


A Partner/External Agreement is created from the account of an external Educational Institution.


It will contain details on the type of agreement (i.e. Transfer Credits).

Agreement Courses can be created under it, to specify what Courses from that external university are supported for credit transfer to our university here.


For a use case on credit transfer, see here: Transfer Credits.‍



Note:

As of v3.12, the Agreement object can also be used to support automatic credit transfer between different Courses within your own university.

With the new checkbox 'Use for Auto Credit Transfer' = TRUE, you can set up an Agreement with your own Educational Institution.

See here for the use case and steps: Auto Credit Transfer‍.



Important fields

Field Description
Agreement Name The name of this Agreement being created.
Partner/External Educational Institution  Lookup to the related Educational Institution Account‍.

If 'Use for Auto Credit Transfer' is not checked, you will need to specify an external Institution.

If 'Use for Auto Credit Transfer' is checked, you will need to specify your own institution.
Start Date Agreement start date.
End Date Agreement end date.
Status Status of this Agreement. Picklist options:
  • Draft.
  • Active.
  • Inactive.
  • Expired.
Type The type of Agreement. Picklist option:
  • Transfer Credits.
Use for Auto Credit Transfer (v3.12)
This checkbox allows the Agreement object to support auto credit transfer between different Courses within your own university.


See use case here: Auto Credit Transfer‍.



Was this article helpful?

Yes
No
Give feedback about this article

Related Articles

  • Student Management Overview
  • How do I transfer a student from one Program to another
  • Auto Credit Transfer
  • Auto Enrollment to Courses
RIO Education

RIO Education Inc, a WDCi Company. This information is proprietary, confidential and protected by copyright ©2023.

CONTACT

E:  getinfo@wdcigroup.net

  • Privacy
  • Terms of service

Definition by Author

0
0
Expand