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Overview The Student Ledger is a component used to track the overall status of a student's financial records. The model is that a student will get a Student Ledger record created, and each financial transaction, Fee, Payment, Scholarships, Refunds, etc., will be synced there and linked to the relevant fees and payments that are under each Program En
Salesforce Education Cloud The Salesforce for Education strategy has shifted from EDA (Education Data Architecture) to the new Education Cloud (EDC). This presents the question: Is Education Cloud an SIS ? Salesforce Education Cloud is NOT a Student Management/Information System. It does not have the pre-configured Academic Record Management featur
Overview This article explains how Session Groups can set the amount of available places in a Session, for different groups of students. With Session Groups, we can identify different "Types" of students that need to make up a particular Session. Users can create Session Groups with a more/less restricted guideline depending on the use case. Single
Overview This article covers the use case of manually changing a Program Enrollment's Program Pathway . Note: Instead of manual changing, you may create an automation to change Program Pathways based on the Enrollment mode or discipline, then it could be triggered from a student changing discipline through the community, or modes. Use case A student
Description There is one program, the LPN (Licensed Practical Nursing) that may have 2 different "tracks" but I am not sure whether these should be pathways or Program Disciplines. There is a set of core Courses that go along with the LPN program. At the beginning of the LPN Program, students can make an informal decision of whether to: 1. Obtain
Overview This article covers some scenarios whereby RIO Education can support Dual Qualifications. Use case A Program is structured as such, for students to complete them. A Program has one or more Program Plans. A Program Plan defines: Structure ( Plan Requirement Groups, and Plan Requirement Courses) - for calculating the overall completion
Description How to setup Application Fees? Also, if a Program is offered in different modes with different Application Fees, how to generate student's fees to match their choice? Resolution For details and examples on both scenarios, check out this article here: Fee Label for Application Fee . See also If you plan to bill application fees to the ap
Description How to transfer a student from one Program to another? Resolution Student Program Enrollments in RIO Education are stored in the Program Enrollment Record. When the Program Enrollment is created and the Program Status is set to Current (Not Draft), a trigger runs that will create all the related records for that student's enrollment. One
Description Is it possible to assign multiple faculty members to a Session using the Session Scheduler ? For example, I want to assign a lecturer and an assistant to the same Session. Resolution Yes, it is possible to assign multiple faculty members to a Session . For detailed steps, see more here: Assigning multiple faculty members and facilities
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Description Can I expose multiple pathways in the student community? Resolution A student can only be set on one pathway at a time. They can change pathways part way through the program, but currently in RIO (v3.0) we do not expose this directly to the student to select in the community. The student would need to contact an advisor to help them chan