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MB1.11

Demo Preparation for Master Data & Program

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This article will list down what are the preparations required to showcase how customer's Master Data & Program will look like in RIO Education.

The following will be the main focus in the demo:

  1. Account Hierarchy.
  2. University Department.
  3. Campus.
  4. Academic Program.
  5. Student Enrollment.
  6. Student Portal.


1. Account Hierarchy

Step 1: Find out the following accounts' information for the customer you are dealing with:

  • Educational Institution.
  • University Department.
  • Campus.
  • Academic Program.


Step 2: Setup the accounts in the system.


The following shows an example of the account hierarchy.


2. University Department

Step 1: Setup some sample Courses under the Department.

(Note: Make sure the Courses are relevant to the customer.)


Step 2: Setup some sample faculty members under the Department.

(Note: You may try to find out the faculty member from the customer's site; alternatively, just creating a few dummy faculty member will do.)


3. Campus

Step 1: Setup some sample facilities under the campus.

(Note: This can be made up of some dummy facilities.)


4. Academic Program

Step 1: Find out the following Program specifications from the customer:

  • Plan Requirement / Program Structure.
  • Program Pathway.
  • Program Discipline (If any).


Step 2:  Setup the Plan Requirement / Program Structure for the Program.


Step 3: Setup the Program Pathway & Pathway Units for the Program.


Step 4: Setup the Program Discipline for the Program (If any).


5. Student Enrollment

Step 1: Ensure there are multiple sliders in the Pathways to indicate different Terms.


Step 2: Ensure the "Enroll" button shows up in the "Course" tab to allow for Course enrollment.


Step 3: Ensure other Courses will also be listed out when toggling the "View All Courses" button.

(Note: Also ensure that there are Courses with pre-requisites that don't allow for enrollment.)


Step 4: Ensure the "Enroll" button shows up in the "Session" tab to allow for Session enrollment.


Step 5: Ensure the "Program Completion" tab is showing some progress. 


6. Student Portal

Step 1: Enroll at least 2 Programs for the student.

(Note: This is to showcase the capability of RIO Education to allow multiple Program enrollments.)


Step 2: Ensure the student can select Disciplines for their Program (if any).



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