A new data model has been introduced to manage and track student success more effectively. This model includes the following core objects:

• Academic Profile
• Success Plan
• Student Note

Key automation enhancements have been implemented to streamline data creation and relationships:

1. An Academic Profile is automatically created when a Program Enrollment (PE) is created or updated with the status set to "Current".
2. When a PE Pathway record is populated with a term, it will be automatically linked to the corresponding Academic Profile. If no matching profile exists, a new one will be created.
3. A new "Actionable" checkbox has been introduced on the Student Note object. When this checkbox is selected, an automation is triggered to roll up relevant details to the associated Academic Profile, ensuring visibility and follow-up on critical student-related notes.

These enhancements aim to provide a centralized and dynamic structure for monitoring and supporting student success throughout their academic journey.

See also: Coming soon!

This batch job is responsible for rolling up attendance summary data from Session Connections to the associated PE Pathway records. The process updates the following fields on each PE Pathway:

• Attendance %
• Attended Count
• Absent Count
• Excused Count

Only PE Pathway records that meet all the following criteria will be included in the process:

1. Status is set to Current
2. The Term's Start Date is earlier than today
3. The Term's End Date is later than today

Note: This batch job must be scheduled manually. It is recommended to run it daily at the end of the day to ensure that attendance data is kept up to date.

See also: Coming soon!

This component is designed to display key metrics based on field values retrieved from Salesforce records. It supports displaying between one and four metrics side by side.

In addition to values from the current, parent, or grandparent records, the component also supports retrieving data from child or related records, such as records sharing the same lookup reference - provided the WHERE clause is configured appropriately.

Configurable Attributes:

1. Label
   1. Text label displayed above the metric.
2. Object API Name
   1. API name of the object from which the metric value is retrieved.
   2. Example: rio_ed__PE_Pathway_Status__c
3. Field API Name
   1. API name of the field representing the metric value.
   2. Example: rio_ed__Attendance__c
4. WHERE Clause of SOQL (Optional)
   1. Custom SOQL WHERE clause to filter records when retrieving the metric value.
   2. Example: rio_ed__Status__c = 'Current' AND rio_ed__Academic_Profile__c IN (SELECT Id FROM rio_ed__Academic_Profile__c WHERE Id = :recordId)
5. Display Type
   1. Defines how the metric is visualized. (Number, Progress, or Text)
6. Decimal Places
   1. Number of decimal places to show when Display Type is set to Number. Ignored for Progress and Text.
7. Label Color (Hex)
   1. Hexadecimal color code for the metric label text (e.g., #333333).
8. Value Color (Hex)
   1. Hexadecimal color code used for the metric value text and visual elements like the progress ring.
9. Size
   1. Defines the size of the metric block. (Small, Medium, Large)

See also: Coming soon!

A new Attendance Viewer component has been introduced to provide users with a consolidated view of student attendance across sessions. This component allows users to quickly review attendance statuses for each session under a given Course Offering, making it easier to monitor participation at a glance.

Key features include:

1. Session-Based Overview: Users can view attendance records for each session in a tabular format, with students listed alongside their respective statuses and the session date/time.
2. Direct Navigation: By clicking on the Date/Time column header in the table, users can navigate directly to the associated Booking record to mark or update attendance.
3. Student Notes Access: When the Student Success permission set is assigned, an icon is displayed next to each student’s name, enabling users to view existing Student Notes or create new ones directly from the viewer.
    

This component enhances operational efficiency by centralizing attendance tracking and student support actions within a single, user-friendly interface.

See also: Coming soon!

A new configurable attribute called "Hide Results" is introduced on the enrollment wizard. This allows administrators to show/hide the "Result" button for the past terms.

See also: RIO Ed - My Program (Aura), RIO Ed - My Pathway (Aura)

The "Upfront Payment Amount" field value will be synced from Fee Line to Course Connection regardless of the Fee Type Option to cater for non FEE-HELP use cases.

See also: Configuring Payments, Course Connection

A new hed__Error__c record will be logged when a duplicate course connection is identified by completion engine.

See also: Reattempting a Course

A new configurable attribute "Course Connection Name Field Expression" is added to the following components:

• RIO Ed - Sessions For Grading (Aura)
• RIO Ed - Session Grading (Aura)

This is to allow administrators to configure the student tile name in the grading wizard.

See also: RIO Ed - Sessions for Grading (Aura), RIO Ed - Session Grading (Aura)

A new picklist field "Attendance Submission" is added to the rio_ed__Session__c object. The field supports two options:

• Require All
• Allow Partial

The new field allows administrators to decide if all attendances are required when a user submits the attendance via the attendance wizard (RIO Ed - Attendance - Session List (Aura)).

See also: RIO Ed - Attendance - Session List (Aura)

Added the ability to schedule the addition or removal of students in the Session Scheduler to occur at a later date. Scheduled enrollment/unenrollment information will be stored in new fields on the Session Connection records.

This feature relies on a scheduled job, SECN_ScheduledEnrollment_SCHED, which must be scheduled manually. We recommend running this daily at midnight.

See also: Student Scheduling - Delay changes until a future date, RIO Ed - Student Scheduler

Added new custom filter attributes to multiple wizards. These can be used to ensure only valid records are shown and available for selection:

Session Scheduler

• Educational Institution Custom Filter
• University Department Custom Filter
• Campus Custom Filter
• Term Custom Filter
• Course Custom Filter

Student Scheduler

• Educational Institution Custom Filter
• University Department Custom Filter
• Campus Custom Filter
• Term Custom Filter
• Course Custom Filter

Enrollment Wizard

• Term Custom Filter

Session Template Builder

• Educational Institution Custom Filter
• University Department Custom Filter
• Course Custom Filter

See also: RIO Ed - Session Scheduler, RIO Ed - Student Scheduler, RIO Ed - My Pathway (Aura), RIO Ed - Session Template Builder, 

A new wizard RIO Ed - Program Discipline Course Addition Wizard is introduced to help administrators to add a new course to a program discipline and related PE Discipline with the following options:

1. Define the requirement of the course
2. Ability to increase the group's and parent group's credit
3. Ability to add the course to the other program disciplines that have the same group name

See also: RIO Ed - Program Discipline Course Addition Wizard

A new custom setting field called "Transfer Credit Copy Grade" is added in RIO Education Settings. If the setting is enabled, the course connection's grade and grade value will be copied from the Transfer Credit record when it is approved.

Please note that if the letter grade set on the Transfer Credit doesn't match any of the grade value, the error "Matching Grade Value [Sample Grade] not found on Course Connection." will be prompted.

See also: Transfer Credits

Added new Recalculate Program Completion checkbox field to Program Enrollment, which will recalculate all PE Groups/PE Pathways Credits/GPA. This can be used if you suspect there has been an issue with the credits rollup. E.g. some trigger handlers were disabled during a data load.

Also added a Quick Action for Program Enrollment which will do the same thing. You can add the new Recalculate Program Completion quick action to your Program Enrollment layout.

See also:  Recalculate Program Completion, Completion Engine

A new configurable attribute "Enable Preview All" is introduced in the Session Scheduler wizard. This new setting allows users to preview all bookings for a session in the workpad and allocate them to multiple faculties.

Additionally, the "Preview from date" menu option has been removed. Instead, when "Allow Preview of Past Unallocated Bookings" is true, the menu options will appear unchanged, but the behaviour of "Preview", "Preview Unallocated" and "Preview All" will now include the preview from date functionality.

The date will also now be pre-populated with the earliest date shown on the calendar at the time the option is selected.

See also: RIO Ed - Session Scheduler

A new configurable attribute "Default Scheduling Type" is added to Session Scheduler to allow administrators to define the default scheduling type.

See also: RIO Ed - Session Scheduler

The default value for "Show Missed/Failed Courses" is set to "All" in following components:

• RIO Ed - My Program (Aura)
• RIO Ed - My Pathway (Aura)

See also: RIO Ed - My Program (Aura), RIO Ed - My Pathway (Aura)

Added "Skip Loading Data Upon Launching" to the Session Template Builder. When this is set, the template data will not be loaded until further filter settings are selected.

See also: RIO Ed - Session Template Builder

All RIO Education objects are updated with “Enable Reports” checked.

Added new Custom Setting field to RIO Education Settings called “Skip Double Booking Trigger Handlers”. This will skip the batch classes and double booking checking in triggers, preventing batches from updating and clashing with newer updates.

As part of this, also updated the Session Scheduler to check for double bookings in real time, as it can no longer rely on the triggers to have populated the information ahead of time.

Finally, we have removed the SessionDoubleBooking platform event from our triggers, as it will no longer be needed for the Session Scheduler.

See also: RIO Education Settings, Session Scheduler

The enrollment wizard is enhanced to consider all course connections for a student when evaluating the "Requirement Met" for the courses available for enrollment.

See also: Student Enrollment Wizard

The following calendar related components are updated to only apply the Column Header Format for "week" view:

• RIO Ed - Appointment Scheduler (Aura)
• RIO Ed - Session Calendar (Aura)
• RIO Ed - My Program (Aura)
• RIO Ed - Calendar (Aura)
• RIO Ed - Listed Sessions Calendar
• RIO Ed - Calendar

The other views e.g., day, month, year and list will use the default from FullCalendar library.

Added new fields to Course Connection and PE Pathway to help preserve the original values from earlier attempts.

Course Connection:

• Best Attempt
• Ignore for Term GPA calculation
• Ignore Term Credits Earned
• Term Credits Earned

PE Pathway

• Term Credits Attempted
• Term Credits Earned
• Term Quality Points
• Term GPA

See also: Reattempting a Course

The Session Scheduler is enhanced to handle the "Apex Heap Size Too Large" error by instructing users to refine the filters to reduce the number of records.

See also: Session Scheduler

The PE Discipline Requirement creation is fixed to always create the Discipline Requirement with Requirement = Mandatory when the "Limit PEDR Creation" setting is enabled.

PE Groups and Program Enrollment now check for all Required child PE Groups before marking itself as completed.

Also added Required Children Completed checkboxes for easier viewing.

See also: Completion Engine