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  • V3 Feature: Admission / Application

RIO's Standard Admission Process

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RIO Education follows a standard admission/application process. Below is a diagram outlining the high-level flow of how the admission/application is represented in the data model.

 

  1.  The process begins with the creation of a Contact and Program Application. The Contact will be designated as the "Applicant" in the “Contact Type” picklist field.
  2.  Once the applicant is accepted/ matriculated, the Contact will transition from "Applicant" to "Student," and a Program Enrollment will be created corresponding to the Contact and Program Application.
    • NOTE: If the applicant is rejected, the Contact stays as “Applicant”. 
  3. When the student completes/ graduates from their studies, the Contact will be designated as “alumni”.
    • NOTE: If the student fails to complete/ graduate from their studies, the alumni status will not be updated.

Note

The process does not involve Salesforce's Sales Cloud. If there is a need to incorporate Leads and Opportunities, customizations will be necessary.

 

 

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Related Articles

  • Application Requirement and Checklist
  • Form: Save and Continue
  • Creating a draft Program Enrollment (Pre-Acceptance Enrollment)
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