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Shi Hern

Shi Hern Kam

shkam@wdcigroup.net

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Master Data Template Guide - Agreement

Published February 14th, 2023 by Shi Hern Kam

Master Data Template Please ensure that you make a copy of the Master Data Template  before you start. Related Tabs 33 - Agreement34 - Agreement Course35 - Transfer Agreement Dependent Data Educational Institution Object ID Agreement: rio_ed__Agreement__c Agreement The Agreement is the record that is linked to an Educational Institution or external

1895 Views 1 min

Master Data Template Guide - Course Requirement

Published March 15th, 2022 by Shi Hern Kam

Master Data Template Please ensure that you make a copy of the Master Data Template  before you start. Related Tabs 13 - Course Requirement Dependent Data Course Object ID rio_ed__Course__Requirement__c Course Requirement Course Requirement is an addition in RIO Education v3.6. It is created under Course and serves as a template with the purpose of

2623 Views 1 min

Master Data Template Guide - Housing

Published August 23rd, 2022 by Shi Hern Kam

Master Data Template Please ensure that you make a copy of the Master Data Template  before you start. Related Tabs 32 - Housing32.1 - Room Allocation32.2 - Housing Extra Dependent Data Facility Campus Object ID rio_edhouse__Housing__crio_edhouse__Room_Allocation__crio_edhouse__Housing_Extra__c Housing The Housing module is used for Students who see

2136 Views 1 min

Master Data Template Guide - Term

Published March 9th, 2022 by Shi Hern Kam

Master Data Template Please ensure that you make a copy of the Master Data Template  before you start. Related Tabs 5 - Term Dependent Data Educational Institution Object ID hed__Term__c Terms A Term can be most commonly associated with semesters. It is a period of study in which selected Courses will be held for that specific period of time. For ex

2568 Views 1 min

Create Program Discipline and Discipline Requirements from template

Published February 2nd, 2023 by Shi Hern Kam

Description When situations arise that prevent the User from cloning a Program alongside its Program Discipline, you may utilize this method to carry over the remaining Program Discipline records and its Requirements for the newly cloned Program. Resolution Once a Program has been successfully cloned without its Discipline, please follow the below s

1889 Views 1 min

ATTR_SetSyncRecord_TDTM

Published June 7th, 2023 by Shi Hern Kam

Custom Permission -- Event BeforeInsert Object Attribute Related RIO Education Settings --   Description Whenever the Citizenship or Disability fields are updated on the Contact, and a corresponding Attribute record has been created, this ATTR_SetSyncRecord_TDTM trigger will set the "Sync the Record" on the Attribute record to be checked.    

1274 Views 1 min

Master Data Template Guide - Facility

Published March 9th, 2022 by Shi Hern Kam

Master Data Template Please ensure that you make a copy of the Master Data Template  before you start. Related Tabs 3 - Facility Dependent Data Campus Object ID hed_Facility_c Facility A facility represents a venue inside an Educational Institution's Campus. It can be a a classroom, computer lab, residence, etc. It can also be a building or residenc

2687 Views 1 min

Master Data Template Guide - Grade Setting

Published March 9th, 2022 by Shi Hern Kam

Master Data Template Please ensure that you make a copy of the Master Data Template  before you start. Related Tabs 4 - Grade Setting Dependent Data Educational Institution  Object ID rio_ed__Grade_Setting__c Grade Settings Grade Settings are used to assigned the results a student has attained for a completed Course. Now that RIO University has been

2680 Views 1 min

How to resolve an "operation performed with inactive user" error

Published November 11th, 2022 by Shi Hern Kam

Description You may encounter situations when updating a record where the system will throw an error about "operation performed with inactive user". Example scenario 1: Student goes through an Application Form, but the automation behind the Form throws an error. Flow automation error when updating/creating Program Application: Example scenario 2: Ad

8961 Views 1 min

Master Data Template Guide - Educational Institution

Published March 8th, 2022 by Shi Hern Kam

Master Data Template Please ensure that you make a copy of the Master Data Template  before you start. Related Tabs 1 - Account_Educational Institution Dependent Data - Object ID Account Educational Institution The Educational Institution will be the first record to be created and will be at the top in the Account level hierarchy. Let's say we found

2715 Views 1 min

Master Data Template Guide - Appointments

Published July 18th, 2022 by Shi Hern Kam

Master Data Template Please ensure that you make a copy of the Master Data Template  before you start. Related Tabs 29 - Appointment Type30 - Appointment Time31 - Appointment Availabilities  Dependent Data - Object ID rio_ed__Appointment_Type__crio_ed__Appointment_Time__crio_ed__Appointment_Availability__c Appointments Appointments, unlike Sessions,

2245 Views 1 min

How to change FEE-HELP to Self Paid for a Student's existing Enrolment

Published August 5th, 2022 by Shi Hern Kam

Some situations may exist in which a Student's current Enrolment Fee Type was supposed to be Self Paid, but instead is showing it as FEE-HELP instead. This article will show case the steps required to make the appropriate changes. At the  Program Enrolment level, change the Fee-Type field value from "Financial Assistance" to "Self-Paid". The Fee Typ

1502 Views 1 min

How to change Self Paid to FEE-HELP for a Student's existing Enrolment

Published November 28th, 2022 by Shi Hern Kam

This article is the opposite situation of this article and will show case the steps required to make the appropriate changes. At the  Program Enrolment level, change the Fee-Type field value from "Self-Paid" to "Financial Assistance".Change the Fee Type Option field to FEE-HELP. For each Unit Enrolment / Course Connection affected that is associated

1231 Views 1 min

Changing FEE-HELP to Self-Paid/Upfront Fee Type

Published December 8th, 2022 by Shi Hern Kam

Some situations may exist in which a Student's current Enrolment Fee Type was supposed to be Self-Paid/Upfront (the terminology for this varies), but instead is showing it as FEE-HELP instead. This article will show case the steps required to make the appropriate changes. At the  Program Enrolment level, change the Fee-Type field value from "Financi

538 Views 1 min

Bulk Enrollment Considerations for Course Connection

Published December 8th, 2022 by Shi Hern Kam

Overview This article is written for the event in which bulk creation of Course Connection records are required, and several considerations must be taken into account before doing so to ensure that the created Course Connection records are linked correctly. The mapping fields can be found here . Items Contact Id and Program Enrollment Id Before cond

1498 Views 1 min

Master Data Template Guide - Qualified Faculty

Published February 21st, 2023 by Shi Hern Kam

Master Data Template Please ensure that you make a copy of the Master Data Template  before you start. Related Tabs 36 - Qualified Faculty Dependent Data Contact (Faculty) Course Department Object rio_ed__Qualified_Faculty__c Qualified Faculty The Qualified Faculty record simply dictates what Courses the Faculty member is qualified to teach. For exa

1754 Views 1 min

Master Data Template Guide - Agreement Course

Published February 16th, 2023 by Shi Hern Kam

Master Data Template Please ensure that you make a copy of the Master Data Template  before you start. Related Tabs 34 - Agreement Course Dependent Data Agreement Object rio_ed__Agreement_Course__c Agreement Course Agreement Course specifies the Courses eligible to be used when Students apply for Transfer Credit through the Transfer Credit Wizard. 

1643 Views 1 min

Percentage formula field in RIO Ed - Related List - Single (Aura) showing incorrect numbers

Published June 22nd, 2023 by Shi Hern Kam

Description When any formula field is included in the field set to be used in the RIO Ed - Related List - Single (Aura) component, it will display the incorrect Percentage amount. E.g.: A Session Connection field set which included the rio_ed__Attendance__c field should show 100%, however it is showing 10,000%.     There is currently no fix for this

1385 Views 1 min

CSEN_TcsiStudentFee_TDTM

Published June 7th, 2023 by Shi Hern Kam

Custom Permission -- Event BeforeInsert, BeforeUpdate Object Course Enrollment Related RIO Education Settings --   Description Triggering condition: Whenever a Course Connection is created, or the Fee Type / Fee Type Option is updated:   Student Fee Category and Student Fee Status Update Decision Tree: Decision 1IF Fee Type = BLANK,  THEN Student Fe

1277 Views 1 min

Unable to approve Program Application due to "Community Username" error

Published April 13th, 2023 by Shi Hern Kam

Description When you manually create a Student Contact record and try to approve a Program Application , you might encounter this error below: This is the RIO Education expected behaviour, when you are attempting to approve a Program Application for a Student Contact: without a User, or, without a "Community Username" in the Contact record (field em

1621 Views 1 min
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