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Tony Cheah
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How to skip Transfer Credit Wizard to approve an External Transfer Credit
Published October 27th, 2022 by Tony Cheah
Overview I would like to approve an incoming external credit transfer, without using the Transfer Credits Wizard . Is this possible? Resolution This can be done by locating the Transfer Credit record and manually approving it there ('Status' field). For detailed steps, kindly refer here .
Can I add or remove Course Delivery Method options?
Published October 12th, 2023 by Tony Cheah
Description Can I add or remove values from the “Course Delivery Method” field at the Course Offering level? Resolution Yes, it can be done, but take note that only the “Online - Self Learning” option would have a different Course Connection propagation date logic than the rest. When a Course Connection is enrolled against an “Online - Self Learni
Auto populate Program Plan at Program Enrollment explained
Published August 10th, 2021 by Tony Cheah
Description Can I auto populate the Program Plan at the Program Enrollment ? Resolution The Program Plan in a Program Enrollment is one of the important elements to determine how to structure Courses . The Program Plan can be auto-populated when you convert a Program Enrollment from a Program Application . Background Information: Be aware th
How do I manage non-tuition reduction funding
Published October 11th, 2021 by Tony Cheah
Description How to manage non-tuition reduction funds (for example living or housing expenses) which can be approved as a fund allocated for the student, like how the tuition fee related funds are awarded and disbursed? Resolution Background In general, when Funding are configured (with RIO Education's packaged Funding Type) and subsequently appro
Enrolling into Course when requirement is not met
Published September 30th, 2022 by Tony Cheah
Description I have a student who would like to enroll into a Course (i.e. BUS 102), which has a pre-requisite of completing BUS 101. However, the student has not completed BUS 101. Post-appealing, the student has gotten approval to enroll into BUS 102 with the need to complete BUS 101. Resolution This can be achieved by locating the "Allow Pre-Enrol
Allow Faculty Member to Grade with both Score and Letter Grade
Published March 2nd, 2023 by Tony Cheah
Description RIO Education allow grading a Session by score OR grade value (i.e. the letters format) which is defined at the Course level. Only one option can be set at a time. (See also: Numerical score or letter value options for Courses .) However, there may be situations where the school may want to allow the faculty to have the ability to gra
RIO Reporting (AU) - EDA vs RIO Reporting Objects and Fields to note
Published April 27th, 2022 by Tony Cheah
If a Salesforce instance is installed with RIO Reporting (AU) package, this is highly likely because the school is located in the Australia region, and that the school would need to be compliant with the Government's data reporting requirements, such as TCSI . In this case, it is worth noting that RIO Reporting (AU) package would have its own set of
Login to Faculty Platform through Salesforce
Published January 18th, 2022 by Tony Cheah
Description How to login to Faculty Platform through Salesforce? Resolution In general, when a Faculty user assigned with the "Salesforce Platform" license is activated, the faculty member can login to Salesforce like how a standard user does. (i.e. through https://login.salesforce.com/ ). For a RIO Education faculty user, most of the operations or
Integrating to D2L Brightspace with RIO Connect (Technical)
Published March 4th, 2022 by Tony Cheah
Fields mapping and RIO Connect component You can view the detailed field mapping used by the RIO Connect: D2L for RIO Education here . (Note: Kindly send us a request if you wish to access our Google documents. For more on our security policy, see here ). To learn more about the integrations schedule and trigger points, including how to customize, c
Non-credit Courses
Published October 1st, 2021 by Tony Cheah
Overview From v3.0, RIO Education supports configuring non-credit Course s that can be graded and classified as part of a Program completion criteria. The following sections are a walkthrough of how you can setup non-credit Courses for your school/organization. Setup steps 1. Prepare the Courses and respective Course Offerings Similar to how you wo
Manually creating Faculty Session Connections
Published March 14th, 2023 by Tony Cheah
Description RIO Education has the Faculty Connection Wizard component to allow an internal user with the right permissions to assign a faculty to the specific Session and Session Time respectively. This wizard will form a faculty's Session Connection upon successful submission. However, there are scenario where the Faculty Connection Wizard does not
Receiving USI Certificate Expiring Notification
Published March 29th, 2022 by Tony Cheah
Description You received an email notification related to a Salesforce Certificate expiring soon and your organisation/school is using the RIO USI Verification functionality. Resolution Check if the certificate is referencing the following under the "Certificate" section: DNQ=ABR, CN=RIOEducation Please reach out to our RIO Support for assistance.
Why is my Auto Credit Transfer feature not working?
Published October 28th, 2022 by Tony Cheah
Description The Auto Credit Transfer feature does not work. The credits from the source Program Enrollment cannot be transferred automatically to the target Program Enrollment. Resolution Here is a checklist to ensure that your environment's Auto Credit Transfer feature is set up correctly, and ready for use. Ensure that the Auto Credit Transfer s
Data Migration: Recommended Data Extract from Paradigm
Published April 6th, 2022 by Tony Cheah
Important For recommended formats in extracting data, check out this article here . When migrating data from Paradigm to RIO Education, the following are the recommended data to be extracted from Paradigm: RIO Education Module RIO Education Data Set Paradigm Terminology Description/Note Samples Master Data Management Department/ Faculty No specific
Integrating to QuickBooks Online (QBO) with RIO Connect (Overview)
Published August 10th, 2021 by Tony Cheah
Overview RIO Connect is used to connect RIO Education, a Student Management System, with QuickBooks Online (QBO), a Finance System. RIO Connect high level flow The following is the high level flow of RIO Connect: QBO for RIO Education. See also For more information on enabling RIO Connect for QBO, head here .
Can I add more than one facility to a Session?
Published August 25th, 2022 by Tony Cheah
Description How to assign more than one facility to a single Session , using the Session Scheduler ? There may be a scenario where an ongoing Session (a workshop session, for example) would require to take up two facilities (rooms). For example, a photograph workshop session would need to use a Studio and a Dark room. Resolution This is possibl
Cannot Enroll to Courses Past Census Date without Student Fee
Published October 14th, 2022 by Tony Cheah
Description I receive a fee locked related error when enrolling a student into a Course . There is no Student Fee record yet, and the census date has passed. Resolution Manually create a "Manual Unlock" Student Fee under the specific Program Enrollment. Ensure the following fields are populated: Program Enrollment = {Ensure this is point to the c
RIO Connect Triggers & Schedule Configuration
Published August 10th, 2021 by Tony Cheah
Integrations default schedule RIO Connect integrations are normally run on a scheduled basis. The default schedules are outlined in the field mapping. The respective integration’s field mapping section would have the following rows: Default Schedule - This indicates the recommended schedule which the RIO Connect Admin will set to activate the integr
Disabling Profile Picture in Attendance and Grading Page
Published February 16th, 2022 by Tony Cheah
Description How do I disable profile picture that shows on attendance and grading page? Resolution There is no disable functionality in RIO Education at the moment, but you can configure the respective Lightning component so that no profile picture is to be shown (i.e. just an empty avatar). This can help in loading the respective page more effectiv
Getting "Internal Server" errors
Published June 22nd, 2023 by Tony Cheah
Description When navigating into a page (internal or digital experience) which contains RIO Education lightning components, an “internal server error” is observed. This is specifically occuring in the production instance. For example: Resolution Check if the problem persists in a sandbox instance (if any). If it isn't, then check the users' prof
Late Payment explained
Published August 18th, 2021 by Tony Cheah
Overview There are late payment charges when the fee is overdue (i.e. when Student Fee's Due Date has passed and there is still Outstanding Amount that has yet to be settled). It is fair to say that different schools/universities/organizations may have different late payment calculation and processes. In this case, RIO Education does not have a defi
Managing Appointment Type, Appointment Time, and Appointment Availability
Published October 8th, 2021 by Tony Cheah
Overview There are records within RIO Education which an internal user is required to manage to see the Appointment Scheduler feature rolling. This article outlines the setup information of these base records and how to manage Appointment Type, Appointment Time, Appointment Availability, Assigned Location, and Availability Time. (Try out our RIO Cha
Integrating to Moodle with RIO Connect (Overview)
Published August 10th, 2021 by Tony Cheah
Overview RIO Connect is used to connect RIO Education, a Student Management System, with Moodle, a Learning Management System. RIO Connect high level flow The following is the high level flow of RIO Connect: Moodle for RIO Education. See also For more information on enabling RIO Connect for Moodle, head here .
"Grade Setting record not found!" error message when releasing grade
Published June 30th, 2022 by Tony Cheah
Description When trying to release a grade through Course Connection , you might have received this error message: "Grade Setting record not found! Please review Grade Settings and then try again." Resolution RIO Education allows defining Grade Setting references at different levels: Educational Institution. University Department. Academic Program (
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