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Program Enrollment

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Program Enrollment


Program Enrollment is used to hold the enrollment details and status for students into individual Programs.


It has the following child objects:

  • Course Connection‍ (enrollments into individual units/Courses).

    • Course Connection Requirement (To track if students have met the prerequisites etc.).

  • Student Fees:

    • Fee Lines.

    • Payments‍.

  • PE Pathway‍ (one record for each Semester of study):

    • PE Pathway Unit (Optional for custom student pathways).

  • PE Group (defines groups of Courses/Units eg, mandatory or electives).

  • PE Discipline‍:

    • PE Discipline Requirement‍ - Group (defines groups of Courses/Units within a PE Discipline):

      • PE Discipline Requirements - Course.


Supported program status

Program Status Description
Draft Program is under preparation and is in draft stage. It is not open for enrollment yet.
Current Program is open and currently ongoing.
Completed Program has ended and completed its duration.
Withdrawn Program has been withdrawn and is not available.
Deferred Program has been delayed/postponed.
Cancelled Program has been cancelled and is not available.


You can modify to add new custom program statuses as well. To do so, configure the Program Enrollment Status Custom Metadata Type as such:

Setup > Custom Code > Custom Metadata Types > Program Enrollment Status > Manage Records


You can also expose the RIO Ed - My Pathway (Aura)‍ component for internal users. The component can be added to the Program Enrollment object record page for both internal and Digital Experience. Internal users can use the component to view and enroll Courses / Sessions for each Term‍ on behalf of students. 


Note: In v3.3, a new TDTM trigger is added to replace EDA's PREN_ProgramPlan_TDTM. It will set the following fields upon creation if the fields are empty:

  • Program Plan.
  • Program Pathway.
  • Start Term.
  • Fee Method.
  • Pay Upfront.

The post installation script will also disable the EDA's PREN_ProgramPlan_TDTM.

This will help to inherit the Program Pathway from the selected Program Plan when a Program Enrollment is manually created.


Important fields

 

Field

Description

Contact

Contact lookup for student.

Program Status

Current, Completed etc. - set by automations.

Program

Academic Program Account‍ lookup.

Eligible to Enroll

Allows student to enroll into Courses.

Enrollment Status

Shows if the applicant is full-time or part-time, etc.

Starting Term

The first Term of which the enrollment would start. This could be used as an intake too.

Fee Method

Determines if a student is paying by Program, Term‍ or Course.

Pay Upfront

A dependent picklist of Fee Method. Determines if a student can do upfront payment. Currently, only full program is allowed to do upfront full payment.

Fee Type

Determines if a student is self paying or utilizing government loan, etc.

Fee Type Option

A dependent picklist of Fee Type. This is a list of sub options available depending on Fee Type e.g. Financial Assistance would have Financial AID.

Program Application Fee Label

This is to determine the child fee to be used for Program Enrollment.

Fee Label (Override)

This is used to override the default fee label defined in Program Application‍. It is also can be used in customization that create enrollment from EDA’s Application to utilize fee calculation logic in RIO Ed.

Program Fee (Obsolete)

If the fee Method is Program, then this will indicate the Full Program Fee.

We no longer use this field from v2.11.

Fee

The tuition fee for this Program Enrollment, applied if the fee method = Program or Fixed Term.

Non Tuition Fee

The non tuition fee for the Program Enrollment, applied if the fee method = Program or Fixed Term.

Paid Amount

Sum of all the Students payments.

Accrued Fees

Sum of all the Fee/Fee line records related to this student (Includes self paid and Help Debt.
Note: "Help Debt Amount" rollup field is now renamed to "Total Funding Amount" in v3.3. 

(Edit) Fee Method (This is a Global Value Set) From v3.0, the Term - Fixed fee method will be used to create Student Fees with a fixed fee amount for each term.
Fee Id From v3.0, Fee record Id of the Fee record that populated this Program Fee amount.

Outstanding Amount

Calculated based on Accrued Fees - Help Debt - Paid Amount.

Note: "Help Debt Amount" rollup field is now renamed to "Total Funding Amount" in v3.3.

Upfront Payment Amount

Sum of all the “upfront payment” from Fee’s records.

Program Pathway

The Pathway of courses this student will follow when enrolling.

Study Pathway

Default or Custom - Determines if this student will use the default pathway for the Program, or a custom pathway (e.g. special needs) will be setup.

Credits attempted

Sum of all the credit points for enrolled Courses.

Credits Earned

Sum of all the credit points for passed Courses.

Remaining Credits Required (From v3.3) Calculates the remaining credits required based on the "Total Credits Required" set on the Program Plan‍ and the "Credits Earned" on the Program Enrollment.

Grade Points

Sum of the grade points awarded for Courses.

GPA

Grade Point Average.

Class Year

Graduation Year - (cohort).

Funding Codes
(As of v3.5) When a matching code (or multiple codes separated by semicolon) is entered, it will create a matching Funding Allocation‍.
Activity Codes Added in v3.8 to support grouping students by activity code.
To store a list of activity codes that a student has signed up for in semi-colon separated value. Please note that:
  • first activity code has highest priority when more than 1 activity falls on the same time.
  • there is no automation to populate the activity code(s) field at the moment.






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