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US Reporting Engine Installer Product

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This article contains a description of the plans in the RIO Education US Reporting Engine product of the RIO Education installer. This product is used for installing the RIO Education US Reporting Engine package.


Install RIO Education US Reporting Engine

This plan is used to install the RIO Education US Reporting Engine package.

Install RIO Education US Reporting Engine

This step installs the most recent version of the RIO Education US Reporting Engine package. If you already have a version of the RIO Education US Reporting Engine package installed in your instance, this step will upgrade it to the most recent version.

Delete
Delete

IPEDS

This plan performs some metadata configurations (assigning a permission set and setting a custom setting) that allow users to create an IPEDS (Integrated Postsecondary Education Data System) report.


It performs permission set and custom settings prerequisites described in the IPEDS User Guide.


NOTE: The RIO IPEDS Survey Default prerequisite must be performed manually as the values will be specific to each customer's educational institution.

RIO Education US Reporting Engine - REDU IPEDS Permission Set

This step assigns the REDU - IPEDS permission set to the running user.

Delete

RIO Education US Reporting Engine - Reporting Export App Settings

This step checks the 'Enable Export Log' checkbox field in the Reporting Export App custom setting.

Delete
Delete

Financial Aid

The US Reporting Engine package also contains components that are useful for supporting financial aid. This plan contains additional configurations to be deployed when using the package for this purpose.


Specifically, it performs Steps 2 and 4 of this article. Step 3 (Update Page Layouts) must be performed manually as it will be different for each customer. The fields you will need will depend on the funding aid system you are using.


NOTE: You do not need to deploy both the Admin and Non Admin permission sets.


IMPORTANT: The Fund Type Filter and Current ISIR Award Year fields of the Financial Aid Configuration custom setting must be set manually. Please see this article for more details.

RIO Education US Reporting Engine - REDU Financial Aid Admin Permission Set

This step assigns the REDU - Financial Aid Admin Permission Set to the running user. This permission set provides all the read and write accesses to the related objects and fields in this package.

Delete

RIO Education US Reporting Engine - REDU Financial Aid Non Admin Permission Set

This step assigns the REDU - Financial Aid Non Admin Permission Set to the running user. This permission set provides read-only access to the related objects and fields in this package.

Delete

RIO Education US Reporting Engine - Financial Aid Configuration

This step sets the ISIR Validation Type field of the Financial Aid Configuration custom setting to ER as described in this article.


The Fund Type Filter field is not set as it is customer-specific, and the Current ISIR Award Year is also not set as it will be different each year. These two fields should be configured manually.

Delete
Delete


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