Refer below on how to Setup Course Evaluation

Prerequisite

1. Make sure RIO Education v3.22 onwards is installed
2. RIO Ready - Course Evaluation package is installed

Permission Set assignment 

Assign the course evaluation permission set to permission set group for both student and faculty to ensure they have the required object and field-level access for all course evaluation components.

Note: If no permission set group created in the instance, then manually assign the Permission Set “REDU - Course Evaluation (Student)” to Student users and “REDU - Course Evaluation (Faculty)” to Faculty users or with custom automation.

Note: If Permission Set Group are still not created after package download, manually create a group and assign the respective permission sets inside. 

Steps to add permission set to permission set group:

1. From Setup, in the Quick Find box, enter “Permission Set Groups” 
2. Click the “REDU Faculty Permission group” and then “Permission Sets in Group”.

3. Click Add permission set and add “REDU - Course Evaluation (Faculty)”.

4. Repeat the same and add “REDU - Course Evaluation (Faculty)” to “REDU Student Permission group”

Page layout assignment 

Assign the appropriate page layouts to both students and faculty so they can view the fields introduced for course evaluation.

Evaluation Request

Steps:

1. From Setup go to Object manager and click ‘Evaluation Request’
2. Click Page Layouts
3. Click Page layout Assignment
4. Click Edit Assignment (Student)

Evaluation Response Details

Steps:

1. From Setup go to Object manager and click ‘Evaluation Response Detail’
2. Click Page Layouts
3. Click Edit Assignment
4. Click Edit evaluation response for Faculty and assign to related page layout
5. Repeat the same step for Student

Page layout update 

To add new fields introduced for course evaluation to existing page layout for Term and Course objects.

Term

Steps:

1. Go to Object Manager, search and click ‘Term’
2. Click Page Layouts
3. Click RIOEducation Term Layout
4. Drag and drop field ‘Evaluation Open Date/Time’ and ‘Evaluation Expiry Date/Time’. E.g., You can create a new section(with the section field) and enter any name “Evaluation” and drag and drop the new field here. 

Course

Steps:

1. Go to Object Manager, search and click ‘Course’
2. Click Page Layouts 
3. Click RIOEducation Course Layout
4. Drag and drop field ‘Evaluation Template’ . 

Lightning Page

Add the wizard “REDU TERM PublishCourseEvaluation” to the term’s Lightning page to allow publishing of evaluation results to faculty.

Steps:

1. Search ‘Terms’ at app launcher
2. Click the related term you want to add the flow
3. Click setup gear icon at top-right
4. Click Edit page
5. Search ‘Flow’ at components 
6. Drag and drop at where you want to display this 
7. Update flow component with the following details:
   • Flow: REDU Term PublishCourseEvaluation
   • Layout: One Column
   • Pass record ID into this variable: TRUE

8. Click Save > Click activate

Community

Steps:

1. At Setup, Quick find “Digital Experience” 
2. Click All sites > then click Builder (Next to RIO Education Community)
3. In the community builder, click the gear icon to view community pages
4. Click “+ New Page” and select “Object Pages”
   
5. Search for Evaluation Request and click Create.
6. Once the pages are created, you should be able to see 3 community pages as below.
   
7. Click on the Evaluation Request Detail to edit the page
8. Click on the page properties, and update the following page properties
   - Override the default theme layout for this page = TRUE
   - Theme Layout: Student
   
9. Click on the Page Variations tab, assign the page audience to Student
   
10. Click the lightning icon at the left panel, search for Tab Layout and drag it under the record banner.
    
11. Update the tab with the following name
    • Details
    • Evaluation Response
12. Add Record Detail component to the Details tab
    
13. Add RIO Ed - Related List - Single (Aura) component to the Evaluation Response tab.
    
14. Update the RIO Ed - Related List - Single (Aura) parameter with following value. 
    • View Mode: Related List
    • Title: Evaluation Response
    • Target Record Id Field: Id
    • Parent Object Reference Field: rio_ed__Evaluation_Response__r.rio_ed__Evaluation_Request__c
    • Child Object API Name: rio_ed__Evaluation_Response_Detail__c
    • Child Object Field Set API Name: redu_ERD_Student_View
    • Sorted By: Name
    • Sorted Direction: ASC
    • For Community?: TRUE
15. Now, navigate to Evaluation Request List page and repeat steps #8 and #9.

Student - Course Evaluation Form Page

Steps to create:

1. Click “+ New Page” and select “Standard Page” > Add New Blank Page 
2. Select Flexible Layout > Next. Insert the following value and click Create.
   • Name: Evaluation Form
3. Click on the page properties, and update the following page properties
   - Override the default theme layout for this page = TRUE
   - Theme Layout: Student
   
4. Click on the Page Variations tab, assign the page audience to Student
   
5. Click the lightning icon at the left panel, search for “Flow” component and drag it to the page.
   
6. Update the flow component with the following details:
   - Flow: REDU_Evaluation_Form
   - uuid: {!uuid}
   

Student - Home Page

Add course evaluation tile to student's home page

Steps:

1. Navigate to the Home page, select page variation - Home (Student)
   
2. Click on the tile's section, add a new column.
3. Click the lightning icon at the left panel, search for “Tile” component and drag “RIO Ed - My Tile (Aura)” to the new column.
   
4. Update the new tile with the following details:
   - Name: EVALUATION
   - Description: View your course evaluation records
   - Icon: utility:agent_session
   - Link: /evaluation-request/rio_ed__Evaluation_Request__c/Default?rio_ed__Evaluation_Request__c-filterId=All
   - Size of Icon: Large
   

Faculty - Course Evaluation Report Page

Add a course evaluation report page for faculty to view results submitted by students and published by the admin.

Steps:

1. Click “+ New Page” and select “Standard Page” > Add New Blank Page 
2. Select Flexible Layout > Next. Insert the following value and click Create.
   • Name: Course Evaluation Report
3. Click on the page properties, and update the following page properties
   - Override the default theme layout for this page = TRUE
   - Theme Layout: Faculty
   
4. Click on the Page Variations tab, assign the page audience to Faculty
   
5. Click the lightning icon at the left panel, search for “Dashboard” component and drag it to the page.
6. Update the dashboard component with the following details
   - Dashboard Name: Course Evaluation Report
   - Height (Pixels): 485
   

Faculty - Home Page

Add course evaluation report tile to student's home page

Steps:

1. Navigate to the Home page, select page variation - Home (Faculty)
2. Click on the tile's section, add a new column.
3. Click the lightning icon at the left panel, search for “Tile” component and drag “RIO Ed - My Tile (Aura)” to the new column.
4. Update the new tile with the following details:
   - Name: COURSE EVALUATION REPORT
   - Description: View the course evaluation report for your course offering
   - Icon: utility:service_report
   - Link: /course-evaluation-report
   - Size of Icon: Large
   

Trigger Handler

Create trigger handler for UUID automation.

Steps:

1. Navigate to trigger handler tab, create a new record with the following details:
   • Trigger Handler Name: Generate UUID
   • Class: redu_ER_GenerateUUID_TDTM
   • Object: rio_ed__Evaluation_Request__c
   • Load Order: 1
   • Trigger Action: Before Insert
   • Active: TRUE
   • User Managed: TRUE

Sharing Set

Setup sharing set so student can view their evaluation request and evaluation response.

Steps:

1. Navigate to Setup > Digital Experience > Settings
2. Click Edit next to REDU - Student.
   
3. Under the “Select Objects” section, add the following objects:
   • Evaluation Request
   • Evaluation Response
4. Under the “Configure Access” section, click setup and update the access for the following objects:
   • Evaluation Request
     • Grant access where user = Contact
     • Target Evaluation Request = rio_ed__Contact__c
     • Access Level = Read/Write
   • Evaluation Response
     • Grant access where user = Contact
     • Target Evaluation Response = rio_ed_Evaluation_Request__c.rio_ed__Contact__c
     • Access Level = Read/Write

• Click save.