Use Case

At some universities, the fee rate is decided after students have enrolled in course offerings. This process typically requires significant manual work to update the fee schedule term for each course offering and the fee amount for every course enrollment.

This RIO Ready simplifies this by allowing users to update the fee schedule term for all course offerings under a specific term and the fee amount for each course enrollment linked to those offerings.

Update Term Fee

After setting up the fee, fee schedule, and fee schedule term, the user can navigate to the desired term and click the Update Fees Rate button. A confirmation message will be prompted to the user before proceeding. 

When the user selects "Yes," behind the scenes, it will reset all the fee amounts for the course offerings under that term that do not have the fee schedule term populated, as well as the course enrollment fee amounts associated with those course offerings.

Use Case: Fee Rate Changed After Fee Schedule Term Populated, and the New Rate Should Apply to All Course Offerings

As this feature will only update the fee amounts for the course offerings that do not have the fee schedule term populated, if you would like to update the rate for the course offerings that already have the ‘Fee Schedule Term’ populated, please follow these steps:

1. Delete the original fee schedule term under the fee schedule where the rate has changed for the desired term.
2. Recreate the fee schedule term for the term.
3. Trigger the "Update Fee Rate" again to apply the new rates.

Please note that this will change all the related course connection fee amounts, regardless of whether student fees have been generated or any payments have been made. It will update the rate for all the course offerings under the term and fee, and partial changes are not supported for this use case method.

Use Case: Fee Rate changed after Fee Schedule Term populated, and the new rate should apply to certain course offering

To only apply to certain course offering, please remove the fee schedule term field for the course offering that would like to have the latest field

What's included

Fields:

• Fee Update Status (Term Object): To indicate the status of the asynchronous job for updating fees with the new rate 
• Update CO Fees Batch Size (RIO Education Setting (Custom Setting)): To determine the batch size for processing in the REDU_UpdateCourseOfferingFees_BATCH

Screen Flow: 

• Screen flow with a confirmation message that passes the Term ID to an invokable class

Button (Action): 

• A custom button under Term object name ‘Update Fees Rate’ that allow user to trigger a screen flow with a confirmation message that passes the Term ID to an invokable class.

Apex Classes: 

• REDU_CourseOfferingQuery_FLOW
  • Invocable class used to receive the Term ID from the Flow and query all Course Offerings with the same Term that have an empty Fee Schedule Term.
• REDU_UpdateCourseOfferingFees_BATCH
  • Batchable class that receives a list of qualified Course Offering IDs from the above class. It will initiate a save point, trigger updates to the Course Offerings without actually modifying any fields, and query and update all related course enrollment records.

 To set this up, you can follow the steps here.