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Description The Enroll button is not visible/does not appear. In other words, why is there no Enroll button in the enrollment wizard ? Resolution The Enroll button is controlled by many conditions, it will only show up if: The student has met the pre-requisite. Program Enrollment's 'Eligible to Enroll' checkbox is checked. Course Offering is avail
Description Can I color code my Sessions on Calendar? Resolution Yes, you can. The color code (HEX format) is defined per Course under Calendar Setting. For example: This color code will show up in both the Session Template Builder and Session Scheduler. For example: See also: RIO Ed - Calendar RIO Ed - Calendar (Aura)
Waitlist for enrolling to Courses The Course Enrollment Waitlist feature can be activated at the Course Offering record. For example, this Course Offering does not have any Available Places for enrollment. Students can no longer see the 'Enroll' button on the enrollment wizard in their Student Community. By enabling the Waitlist function, students w
Description A student is currently enrolled to a Program, but wants to change to the amount of semesters (Terms), or from full-time to part-time study mode. In other words, how to change a student's Program Pathway on their Program Enrollment ? Resolution By default, RIO Education does not restrict you from changing Program Pathways on an Program E
For this questionnaire, we are trying to what understand what type of Program does this implementation involve. Undergraduate/Postgraduate: Most common setup for RIO Education. Vocational: Not a standard but supported type of Course. Competency driven Program. Short Courses: Paid Courses with basic certification of completion. These type of Programs
RIO Recipe has some ready made template for RIO Education master data. You can make a copy with our data template and use the guide below to prepare the master data for a customer. RIO Ready: Master Data Migration See also: RIO Ready: RIO Education Master Data Import Sequence To import the m... Master Data Template Your browser does not support
To help us to understand their Program Structure, a Program/Course guide is what we need. This is a standard document every institution offers to their student. Inside this document, you can find out the following: List of Courses and the credit hours/points. List of Programs. What Courses are related to what Programs? List of Courses related to a M
Description Facility does not appear in the Session Scheduler. Why are there no facility or rooms in the Session Scheduler? Resolution There are a few potential reasons why the Facility is not showing up in the Session Scheduler. First thing you should check is your data. Please make sure the following: Location record has Campus = true and has a
RIO Project Methodology The RIO implementation methodology is based on Project Milestones. We develop our project plans using Mission Control, a Salesforce solution for project management: All of the Project actions/tasks, resource assignments, issues and time logging is captured in a Mission Control Project, allowing for monthly or milestone time
Component Name RIO Ed - Display Student Connections (Aura) API Name rio_ed:DisplayStudentsComponent Type Standalone Description The purpose is to list down only Student Session Connections Supported In Salesforce Internal Attribute Name API Name Description Maximum Height maxHeight Maximum height of the component in pixel. Enable Infinite Loading en
Implementing a new Student Information System requires extensive discovery. It is very important to get the requirements right as early as possible in the project. To help drive a successful project, we use our methodology we call RIO Recipe. Here is how we visualise a SIS implementation: We believe that there are many modules that evolve around a P
WE WANT YOU! A successful Student Information System implementation relies on a combined effort between the Internal Customer Team and the RIO Implementation team. Internal Customer Team The following team members below are vital to the project's success: Role Description Responsibilities Project Sponsor Project approver who champions the project f
This article is written to help you to: Understand what data drives the Session Template Builder interface. Understand what data is generated from the backend when you use the Session Template Builder user interface. Understand the data model involved if you want to do Data Migration using Data Loader. Add New Template: Templates are added per Cou
Overview The Auto Credit Transfer feature enables RIO Education to copy Course Enrollment (with results) from one Program Enrollment to another. This feature is particularly important to support Students changing Programs. (Try out our RIO Challenge here for a practical exercise.) Use case A student has a Program Enrollment (is currently enrolled) t
Do you know that RIO Education supports many Grading standard across the countries? In this module, you can learn more about how it works.
Master Data Template Please ensure that you make a copy of the Master Data Template before you start. Related Tabs 12 - Course Dependent Data University Department Object ID hed__Course__c Course Courses are the unit or subjects for a student to enroll and study. Several Courses can become part of a Program, and Courses can have several Course Offe
Master Data Template Please ensure that you make a copy of the Master Data Template before you start. Related Tabs 16 - Plan Requirement Group17 - Plan Requirement Course Dependent Data Program Plan Course Object ID hed__Plan_Requirement__c A Plan Requirement is essentially a package that defines the criteria required to complete the Academic Progr
Overview The RIO Education Data Factory is used to load a set of sample data for RIO Education into an org. It is intended be used with a fresh install of RIO Education to quickly provide new users with data that allows them to test out how RIO Education works. How it works RIO Education Data Factory data flow This diagram shows the stages that da
Description Scenario 1: How do I make a Course Offering open for enrollment on a different date, instead of following the Term (semester)? or How do I make a Session open for enrollment on a different date, instead of following the Course Offering? Scenario 2: How do I make a Course Offering or Session open only for one batch or cohort of students t
Use case In many institutions, Agents play an important role in the channel sales model. In RIO Education, we can support the Agent use case by providing them a portal to access. An Agent can perform various functions as shown below. Application on behalf of students Agents can file an Application on behalf of a Student. Supply additional informati
In one of our project go-live preparations, 1000+ students were invited to participate in a simulated enrollment exercise. ~ 600 students turned up to enroll, and ~ 2000 enrollments were created within 1 hour of testing. The chart below shows the user logins vs enrollment created:
In this article, we will show you how Canvas stores its grading data. We will use the following example: BUS101 is a course in Canvas (Canvas Course Id:1788). There are 3 students enrolled into this course. Their Canvas Student Id is listed next to their name for reference purpose. BUS101 is made up for 3 assignment groups. Assignment Group Weightag
This is part of the Before preparation for the discovery session. Once you find out all the information, you can setup some sample data to walkthrough with the customers. For example: Account Hierarchy Terms Courses Course Offerings
Description How to change Program status from "Current" to "Draft"? Resolution RIO Education has a TDTM called REDU_ProgramStatusChange to prevent the user from changing the status from "Current" back to "Draft". If you need to do that and don't want to turn off the Trigger Handler, you can use the "Usernames to Exclude" field. If you put your Sales
This module covers the Admission process that is using RIO Education's Program Application or Application (EDA). It includes the following topics: Program Application and Application (EDA) Program Application Flow This covers the out-of-box Program Application Flow we exposed in the Student Community. Application Review Process This is the interna
Master Data Management Edit here: Master Data Management Master Data Management Master Data Management is a module in RIO Education. This is mostly referring to ... Master Data Management is a module in RIO Education. This is mostly referring to Master Data we either set up once/rarely in the system. During implementation, this data should be setu
Master Data Template Please ensure that you make a copy of the Master Data Template before you start. Related Tabs 15 - Program Plan Dependent Data Academic Program Object ID hed__Program__Plan_c Program Plan A Program Plan is essentially a Program structure of an Academic Program. This will be like a pyramid structure with the Program Plan at the
This module covers: Faculty Administration Qualified To Teach Qualified Faculty Faculty Affiliation Faculty Availability Time Staff Leave
Description When considering a Program Plan change for a student, two main options usually arise. Both options take for granted that the new Program Plan has already been created and that said Program Plan is different from the original one: Generating a new Program Enrollment for the student, applying Auto Credit Transfer to bring results of the p
Session Scheduler is one of the complex features we have in RIO Education. This page is driven by many data sets in RIO Education. To explain them, I will start by showing how this interface is rendered: First of all, let's divide this interface into 4 parts: Red : This is the Session list. It is driven by Session (Record Type=Class). In some confi
From Overview - Discovery . You may find the Prototype template here .
Great! You are ready to kick start the discovery phase. Our MVP approach suggests at least 6 Discovery Sessions to cover all the Focus Areas. Take a look at each session below to understand who should attend and what you need to prepare. Discovery Session 1 - Master Data/Program/Term Management Who : IT Team, Registrar Team. What : In this session,
MVP (Minimum Viable Product) Requirements is a document we use to describe each SIS requirement per module. Use the following template to drive the OOTB features: RIO Education SIS MVP Requirements
RIO Connect is our middleware solution that integrates RIO Education with many external systems such as Moodle, Canvas, Xero, and many more. If you have RIO Education and you are looking for options to connect with other external applications, you are at the right place to start with. How do I start from here? The following are the top 3 checklist t
Master Data Management is a module in RIO Education. This is mostly referring to Master Data we either set up once/rarely in the system. During implementation, this data should be setup initially and rarely changes. Educational Institution Grade Settings Grade Settings is part of the Educational Institution data setup. The details will be covered u
Description Is it possible to show Pathway Number at the Term Slider in the Student Community? For example, you can't tell from this Term Tile if this is the 2nd or 3rd Term. Resolution You can change this by setting "Show Term Title" at the RIO Ed - My Program (Aura). It will then take the prefix in the RIO Education Settings custom setting >
When an Applicant creates an Application and it is approved, the Applicant will now be recognized as a Student. This module covers everything after the Admission/Application module. It covers the following topics: Student Profile The Student 360 view. Student Program Enrollment (PE) Everything about a Program Enrollment including the backend metad
Student Community is the external portal Student can access. It is also known as Student Experience. It covers all the functionality we exposed for Students. To name a few, there are: Application Flow. Enrollment Wizard. Session Calendar. Student Profile. The following video showcases the RIO Education Student Community and its functions/features.
This module covers the fee and billing side of RIO. It also includes Financial Aid Integration with system such as Powerfaids, Regent, Campus Ivy, etc.
Description How to load Student profile pictures? Resolution RIO Education uses a Lightning Component - RIO Ed - Picture Panel (Aura) to display Student Profile photos. Behind the scene, it is using Salesforce Files (with the description Profile Picture). How do you data load them? Here is the solution from Salesforce. A few tips you should be awar
When you go through our standard RIO Education setup process, the following profiles and permission sets will be created. Some are part of RIO Education's managed package, while some are created using metadata to provide users with the ultimate flexibility to modify it. User Profiles The following profiles are provided as part of the RIO Education s
All Terms are generated on-the-fly when a Challenger initiates a Challenge. To make the generated Terms relevant to our Challenge, we use a variable date to create it. Here are the rules: There are 6 Terms: 2 previous Terms, and, 4 future Terms. Each Term has a duration of 5 months with 1 month of Term break. The Term start date is determined by the
This module covers anything related to Session: Session / Session Time Session Connection Attendance Session Template Builder Session Scheduler Appointment Scheduler
This module covers the setup of the overall Program Structure from: Academic Program An Academic Program can be Accredited (eg. Diploma, Undergraduate, Postgraduate) or Non-Accredited (Short courses). Program Plan (Version) Plan Requirements (Group/Course) Program Course Requirement (Pre-requisite/Co-requisite) Program Discipline/Program Discipline
This module covers terms related data. The data you need to setup when you have a new term. This covers the following topics: Term Holidays Holidays can be defined so that RIO Education will recognize them while processing schedule. This will be used in Session Management. Fee Schedules While defining a new Term, RIO Education also provide the flex
Description How does Plan Line and Booking work? Resolution Plan Line and Booking data are backend metadata of RIO Education. Standard users should not interface with this. Plan Line and Booking data are generated from the Session / Session Time records. You can either do it via the Session Scheduler or the Session Record itself. When the Booking
RIO Recipe is our recipe for success. Once you have decided your SIS journey with RIO Education, you can use the following recipe for a successful implementation. The project timeline will vary due to: Data Migration activities - Number of source data, size of the data (e.g. 10 years, 20 years, etc.). Data Integration end points. Number of Langu