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RIO Education 3.5 Release Notes

Upgrade notes, bug fixes, and enhancements

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Table of Contents

3.5.4 Installation Link Bug Fixes 3.5.3 Installation Link Bug Fixes 3.5.2 Installation Link Bug Fixes 3.5.1 Installation Link Bug Fixes 3.5 Installation Link Metadata Package Link Upgrade Notes Bug Fixes Enhancements New features Funding Allocation


For more information on installing or upgrading your RIO Education version, head here.


3.5.4

Release date: 28th February 2022



Bug Fixes

Session

ISS-001162 Cannot delete past plan line booking [{RecordId}] due to related attendance records(s)

When deleting a past booking with attendance, only student attendance with Absent/Attended/Excused/Late field checked will prevent the deletion.


3.5.3

Release date: 8th February 2022



Bug Fixes

Fee

ISS-001138 Skip non tuition fee on Program Enrollment for Term/Course fee method mode

Added support for a custom setting to disable Term-based non tuition fee for the Fee Method = Term - Course. Admin can add a new custom setting field called "Skip_PE_Nontuition_for_Term_Course" on the RIO Education Settings custom object to enable the feature.


3.5.2

Release date: 24th January 2022



Bug Fixes

Enrollment Wizard

ISS-001126 Enrolment Wizard is not showing Failed Courses

The behavior of retrieving course connections for a program enrollment is improved. When retrieving course connections from program enrollment, the records will be sorted by "Attempt Number" and "Start Date" in ascending order and Nulls First. This is important for the enrollment wizard to identify any failed courses that already have a cloned course connection.

When viewing a pathway, if there is a failed course connection (required/optional) in the previous term and doesn't have a cloned course connection, the wizard will clone a new one to allow student to enroll to the same course in a new term.


Fee

ISS-001134 Group Non-Tuition Fee for Term-Course based fixed term fees don't work

The non-tuition group fees generation issue for Term-Course is fixed.


3.5.1

Release date: 14th January 2022



Bug Fixes

Enrollment Wizard

ISS-000813 Enrollment wizard fails to show Results and Payments correctly when there are multiple program enrollments

The rendering of the results and payment components in the enrollment wizard are fixed.


ISS-001094 Payments don't allow paying in student portal if partially paid

The enrollment wizard is now fixed to support the next payment if a student fee is partially paid.

RIO Ed - My Program (Aura)‍ 


Calendar

ISS-000679 my Sessions calendar filter with/without session connection start and end date

The calendar can now display the session bookings for both student session connections with and without start date and end date. For session connections without start date and end date, the session's start date and end date will be used.

See also: RIO Ed - Calendar (Aura)‍ 


Credit Transfer

ISS-001108 Credit Transfer not working properly when there are two program enrollments with different program plan but has same course

The credit transfer engine was not able to identify some of the "Optional" course plan requirements that belong to the second program plan. This caused the credit transfer engine failed to transfer the credit from the source course connection to the target course connection.


Program and Course Cancellation

ISS-001119 "System.QueryException: Aggregate query has too many rows for direct assignment" error when setting program enrollment as withdrawn

When withdrawing a program enrollment or course connection, the update may fail with the error. This could happen when there are more than 200 attendance records created under the related session connections. The logic to access the related attendance records is improved to use FOR loop instead.

See also: Program Enrollment Cancellation‍ and Course Enrollment Cancellation‍ 


Other

ISS-001106 REDU_Date_UTIL.getWeekStartDateFromWeekNumber() not returning correct date for ISO week 1701 and 2201

The ISO week date calculation was wrongly adjusted to previous week.


3.5

Release date: 20th December 2021


Metadata Package Link

https://github.com/wdci-dev/RIO-Education-Metadata/releases/tag/v3.5

WARNING: If you are installing into an existing Salesforce org - STOP and contact us for assistance to avoid overwriting any existing metadata. It is important to compare the metadata before applying because it would overwrite any existing configuration.


Upgrade Notes

Funding Allocation Fee Line To Respect Applicable Fee Unit

If you wish to use the Funding Allocation feature after upgrading to v3.5, you will need to make sure there are no current Student Fees in a particular Term that is linked with Funding Allocations, as re-assignment could be incorrect. Either wait till the next Term, or make sure that the current Term does not have Student Fees generated yet before the upgrade.

You also need to enable "Use Detailed Funding Assignment" in the RIO Education Settings (recommended to do during term break or before a new term started).

Warning that with "Use Detailed Funding Assignment" enabled, a funding allocation will be allocated as much as possible to one fee line, and then move onto the next.

See also: RIO Education Settings, Funding Allocation, and Student Fee and Fee Lines‍‍


Bug Fixes

Appointment Scheduler

ISS-000981 Appointment Scheduler: Venue select is reset

The selected venue is now retained whenever user navigates between weeks. The wizard will also retain the selected venue after the new appointment is saved.

See also: Appointment Scheduler

‍

ISS-001082 Appointment Scheduler: Appointment slot always unavailable in faculty view

Fixed the logic by allowing the current faculty user's contact to be added to the listing for appointment slot availability check.

See also: Appointment Scheduler


Course Connection

ISS-001028 Repeated Course Connection flag is checked even though the Attempt Number is not increased for cloned Course Connection

Fixed the Course Connection cloning logic to set the Repeated Course Connection = true for failed Course only. For withdrawn, it will copy the value from the origin Course Connection. The Repeated Course Connection flag is treated the same way we treat the Attempt Number logic.

See also: Course Connection

‍

Session Connection

ISS-001051 Large data volume query issue on SECN_FacultyAttendance_TDTM

Enhanced the query on rio_ed__Allocation__c to include an index field rio_ed__Role__c to make the query as selective query.


Attendance

ISS-001036 Attendance profile picture not shown for Person Account

A new configuration option is added to the "RIO Ed - Attendance - Session List (Aura)" component:

  • Profile Picture Source Object = Picklist (Account, Contact).

Admin can decide the object to retrieve the profile picture. For person account, please select Account.

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


Grading

ISS-001056 Grading profile picture not shown for Person Account

A new configuration option is added to the "RIO Ed - Sessions For Grading (Aura)" and "RIO Ed - Session Grading (Aura)" component:

  • Profile Picture Source Object = Picklist (Account, Contact).

Admin can decide the object to retrieve the profile picture. For person account, please select Account.

See also: RIO Ed - Sessions For Grading‍ and RIO Ed - Session Grading (Aura)‍


Enhancements

Enrollment Wizard

ISS-000833 Enrollment wizard: Make student enrollment wizard available for internal user

The "RIO Ed - My Pathway (Aura)" component is now exposed for internal users. The component can be added to the Program Enrollment object record page for both internal and digital experience. Internal users can use the component to view and enroll Courses/Sessions for each Term on behalf of student.

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


ISS-000946 Enrollment wizard: Allow students or internal user to extend a new PE Pathway

A new configurable option called "Show Add New PE Pathway Button" is added to the "RIO Ed - My Program (Aura)" and "RIO Ed - My Pathway (Aura)" component.

Admin can enable this option to allow students/internal users to add a new PE Pathway‍ tile. A new PE Pathway record will be created:

  • My Term = the last term count + 1.
  • Notes = Program Pathway's Notes.
  • Number of Terms = Program Pathway's Number of Terms.
  • Study Mode = Program Pathway's Study Mode.
  • Program Pathway = Program Enrollment's Program Pathway.
  • Recommended Credits = Program Pathway's Recommended Credits per Term.
  • Max Credits = Program Pathway's Max Credits per Term.
  • Automatically Enroll in Courses = checked if Program Pathway's enrollment method is "All Terms".

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


ISS-000947 Enrollment wizard: Allow internal user to see all relevant sessions for manual enrollment

A new configurable option called "Show All Sessions" is added to the "RIO Ed - My Program (Aura)" and "RIO Ed - My Pathway (Aura)" component.

Admin can enable this option to allow students/internal users to view and enroll to Sessions‍ regardless of the Published and "Self Enrollment Disabled" checkbox on Sessions.

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


Fees

ISS-001019 Course Retake Fee Uplift

Added Attempt Number to the Student Fee Type Custom Metadata.

Admin can now setup and check for different Fee Amount fields based on a combination of Student Fee Type (Domestic, International, etc.) and Attempt Number.

See also: Fee Structure‍


ISS-001020 Term based and Course based fees together

The Non-Tuition Fee on Program Plan can now be used in "Term - Course" fee method, creating a non-tuition fee each term after the student enrolls into a Course.

See also: Program Plan‍


Funding Allocation

ISS-001023 Funding Allocation Fee Line To Respect Applicable Fee Unit

Added new feature in the RIO Education Settings for "Use Detailed Funding Assignment".

Admin can now setup a designated Funding to only apply to specific Fee Unit fee lines. Besides, the Funding Allocations allocated for a fee line is tracked in a new "Funding Details" field for better tracking purpose.

See also: RIO Education Settings,‍ Funding‍, and Funding Allocation‍


Session Scheduler

ISS-001038 Session Edit Wizard: Ability to show/hide save button

A new configurable option called "Save Button Option" is added to the Session Scheduler and Student Scheduler. The supported options are:

  • Both.
  • Save only.
  • Save and Update Schedules Only.

Admin can configure this to suit the needs.

See also: Session Scheduler‍ and Student Scheduler‍


Appointment Scheduler

ISS-001044 Appointment Scheduler: Allow admin to configure field to be searched for student

Two new configurable options are introduced:

  • Use Custom Query For Contact Lookup - Checkbox to use custom query.
  • Custom Query For Contact Lookup - Custom SOQL query.

Admin can configure a custom query to be used by the contact lookup field on the Appointment Scheduler. For example:

SELECT Id, Name FROM Contact WHERE MyCustomField__c LIKE :searchKey

Please note that it is important to include "Name" field as part of the query field and ":searchKey" for the matching key.

See also: Appointment Scheduler‍


Attendance

ISS-001046 Attendance Marking: Able to highlight sessions with missing attendance

Four new configurable options are added to the "RIO Ed - Attendance - Session List (Aura)":

  • Show No Attendance Warning = checkbox to enable the highlight of sessions without attendance taken.
  • No Attendance Warning Text = warning text for the warning icon's tooltip.
  • No Attendance Warning Icon = warning icon.
  • No Attendance Warning Variant = warning variant e.g., info, warning and error.

When the "Show No Attendance Warning" is enabled, any current/past sessions that do not have attendance taken will be highlighted with a warning sign.

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


Completion Engine

ISS-001050 Enhance Course Offering.Release Grade Query

Fixed the Course Connection query criteria. When release grade and unrelease grade from Course Offering, it will consider only the following criteria:

  • Release Grade:
    • Enrollment Status = Enrolled/Completed.
    • Release Grade = Unchecked.
    • Credit Transfer Received = FALSE.
    • Grade Result != RPL/Credit Transfer.
  • Unrelease Grade:
    • Enrollment Status = Enrolled/Completed.
    • Release Grade = Checked.
    • Credit Transfer Received = FALSE.
    • Grade Result != RPL/Credit Transfer.

See also: Course Offering‍ and Course Connection‍


Calendar

ISS-001054 Calendar: Show faculty name on both student/faculty calendar

Added faculty name to the calendar event title and also the detailed info popup screen.

See also: RIO Ed - Calendar (Aura)‍ 


ISS-001055 Session Calendar: Show faculty name on the session calendar

Added faculty name to the calendar event title and also the detailed info popup screen.

See also: RIO Ed - Session Calendar (Aura)‍


New features

Fees

ISS-001021 Application Fees

A new TDTM trigger is added to handle application fee creation. There are 3 settings to allow admin to control the creation of application fee:

  1. Program Enrollment status by configuring the "Application Fee" checkbox on the Program Enrollment Status custom metadata type. By default this is enabled for:
    • Draft.
    • Current.
  2. "Auto Generation Application Student Fee" checkbox on Program Plan.
  3. "Application Fee Due Days" on Academic Program.

See also: Program Enrollment Status Configuration‍‍‍


ISS-001033 Deposit Fees

A new TDTM trigger is added to handle deposit fee creation. There are 3 settings to allow admin to control the creation of application fee:

  1. Program Enrollment status by configuring the "Deposit Fee" checkbox on the Program Enrollment Status custom metadata type. By default this is enabled for:
    • Current.
  2. "Auto Generation Deposit Student Fee" checkbox on Program Plan.
  3. "Deposit Fee Due Days" on Academic Program.

When the first tuition student fee is added to the Program Enrollment, a negative amount of deposit fee line will be added automatically to the same student fee as a deduction.

Please note that:

  • subsequent deposit student fee added is not supported.
  • we assume that the deposit is always less than the actual student fee amount to be paid.

See also: Program Enrollment Status Configuration‍ and Dynamic Deposit Fee Generation


Funding Allocation

ISS-001022 Coupon System

A new field called Funding Codes is added to Program Application and Program Enrollment object.

When a matching code (or multiple codes separated by semicolon) is entered on a Program Application or Program Enrollment, it will create a matching Funding Allocation.

See also: Program Application‍ and Program Enrollment


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