RIO Challenge v4 - C01.01 - Educational Institution Setup

RIO University has just implemented RIO Education v4 Student Information System, and will need to create the Accounts for their Departments and Campuses.

All these must have the right hierarchy, just as in a real-world application, where the Departments and Campuses would be under the University.

Learning outcomes

1. Understand the relationship between the Educational Institution, Department, and Campus Accounts.

What does success look like?

1. Able to set up and link the Educational Institution, Department, and Campus Accounts in the right hierarchy.

Related challenges

N/A

Estimated time to complete

15 minutes.

Steps to complete the challenge

RIO University has 3 Departments, of which 1 of them, the Faculty of Business, has 2 sub-departments (Finance and Marketing).

RIO University also has 2 Campuses, at Sydney and Brisbane.

In this challenge, we will explore different account types, as well as the ability to set parent accounts for the other child accounts under it.

1. Click on the 'RIO Challenge v4' tab at the bottom left of the page. Click on 'Initiate Challenge' to generate the data required for this challenge.
    
   
   
    
2. Go to the 'Accounts' tab, and select the list view 'C01.01 - Educational Institution Setup' to find the record created for this challenge.
    
   
    
    
3. Notice that there is only the Educational Institution (RIO University), but no Departments nor Campuses.
   
   To have the complete Account setup, we need Departments and Campuses.
   
    
4. From the ‘Accounts’ tab, create 3 University Department records.
   
   All of these Departments are linked to the Educational Institution Account (parent).
    

5. Recall earlier that the 'Faculty of Business' Department has 2 sub-departments, which are Finance, and Marketing.
   
   
   
   
   
   Go back to the ‘Accounts’ tab and create 2 more Departments.
   
   These 2 Departments will be linked to the ‘Faculty of Business’ Department, which is the parent Department.
    

6. We now have the Educational Institution Account and the Departments. All is left are the Campuses.
   
   Now, return to the ‘Accounts’ tab and create 2 Campuses at Sydney and Brisbane.
   
   These are linked to the Educational Institution Account (parent).
    

7. All the Accounts have been created. Let's take a look at the hierarchy, starting with the top (Educational Institution).
   
   Return to the ‘Accounts’ tab, and select the list view 'C01.01 - Educational Institution Setup'.
   
   
   
   
   Click into the 'C01.01 - RIO University' record.
   
    
8. This is an Educational Institution Account, which is the topmost object in the data model hierarchy.
   
   Navigate through its tabs to review these records, which are all created and parked under the Educational Institution:
    
   1. Study Programs:
      1. The academic program(s) offered by this institution.
          
   2. Academic Year and Terms: 
      1. Academic Year and Academic Terms.
          
   3. Grade Settings:
      1. The grade ranges and their corresponding results.
          
   4. Transfer Credit Agreement:
      1. The agreement for Transfer Credit where applicable.
         
          
9. Then, click on the hierarchy button to review the structure.
   
   
   
   The hierarchy pattern will have RIO University at the top, while the Departments and Campuses are below it.
   
   
   • Educational Institution
     • Department (including child Departments)
     • Campus
        
       
        
        
10. Congratulations, you have completed the challenge! Click on the 'RIO Challenge v4' tab at the bottom left of the page, and click on 'Complete Challenge'.