RIO Education v3.0 - Layouts

This step deploys / updates the following metadata:

• Layouts
  • Appointment Availability
    • RIOEducation Appointment Availability Layout
  • Fee Line
    • RIOEducation Fee Line Layout
  • PE  Group
    • RIOEducation PE Group Layout
  • Plan Requirement
    • RIOEducation Plan Requirement (Course) Layout
    • RIOEducation Plan Requirement (Group) Layout
  • Program Enrollment
    • RIOEducation Program Enrollment Layout

RIO Education v3.1 - Layouts

This step deploys / updates the following metadata:

• Layouts
  • Course Connection
    • RIOEducation Course Enrollment Layout
  • Program Application
    • RIOEducation Program Application Layout
  • Program Enrollment
    • RIOEducation Program Enrollment Layout

RIO Education v3.1 - Custom Picklist

This step deploys / updates the following metadata:

• Global value sets
  • Fee Type Option
• Object configurations
  • Course Connection
  • Fee Line
  • Program Application
  • Program Enrollment
  • Transfer Credit

RIO Education v3.1 - Student Community Security Setup

This step deploys / updates the following metadata related to the Student Community. This step should only be selected if you are using separate Communities for students and faculty.

• Sharing sets
  • REDU - Student

RIO Education v3.2 - Layouts

This step deploys / updates the following metadata:

• Layouts
  • Appointment Time
    • RIOEducation Appointment Time Layout
  • Appointment Type
    • RIOEducation Appointment Type Layout

RIO Education v3.2 - Student Community Security Setup

This step deploys / updates the following metadata related to the Student Community. This step should only be selected if you are using separate Communities for students and faculty.

• Profiles
  • REDU - Student

RIO Education v3.3 - Layouts

This step deploys / updates the following metadata:

• Layouts
  • Auto Credit Transfer Configuration (Custom Metadata Type)
    • RIOEducation Auto Credit Transfer Configuration Layout
  • Course Connection
    • RIOEducation Student Course Enrollment Layout
  • Grade Setting
    • RIOEducation Grade Setting Layout
  • Plan Requirement
    • RIOEducation Plan Requirement (Course) Layout
  • Program Enrollment
    • RIOEducation Program Enrollment Layout
  • Program Enrollment Status (Custom Metadata Type)
    • RIOEducation Program Enrollment Status Layout
  • Program Plan
    • RIOEducation Program Plan Layout
  • Session
    • RIOEducation Session Layout
  • Session Connection
    • RIOEducation Session Connection Layout
  • Trigger Handler
    • RIOEducation Trigger Handler Layout

RIO Education v3.4 - Layouts

This step deploys / updates the following metadata:

• Layouts
  • Course
    • RIOEducation Course Layout
  • Course Offering
    • RIOEducation Course Offering Layout
  • Funding
    • RIOEducation Funding Layout

RIO Education v3.5 - Layouts

This step deploys / updates the following metadata:

• Layouts
  • Account
    • RIOEducation Program Layout
  • Program Enrollment Status (Custom Metadata Type)
    • RIOEducation Program Enrollment Status Layout
  • Program Plan
    • RIOEducation Program Plan Layout
  • Funding
    • RIOEducation Funding Layout
  • Student Fee
    • RIOEducation Student Fee Layout
  • Student Fee Type (Custom Metadata Type)
    • RIOEducation Student Fee Type Layout

RIO Education v3.5 - Custom Picklists

This step deploys / updates the following metadata:

• Object configurations
  • Fee
  • Fee Schedule

RIO Education v3.6 - Layouts

This step deploys / updates the following metadata:

• Layouts
  • Course
    • RIOEducation Course Layout
  • Discipline Requirement
    • RIOEducation Discipline Requirement (Course) Layout
  • PE  Pathway
    • RIOEducation PE Pathway Layout
  • Program Discipline
    • RIOEducation Program Discipline Layout
  • Program Enrollment Status (Custom Metadata Type)
    • RIOEducation Program Enrollment Status Layout

RIO Education v3.7 - Layouts

This step deploys / updates the following metadata:

• Layouts
  • Agreement Course
    • RIOEducation Agreement Course Layout
  • Course
    • RIOEducation Course Layout
  • Transfer Credit
    • RIOEducation Transfer Credit Layout

RIO Education v3.8 - Layouts

This step deploys / updates the following metadata:

• Layouts
  • Activity
    • RIOEducation Activity Layout
  • Program Enrollment
    • RIOEducation Program Enrollment Layout
  • Session Time
    • RIOEducation Session Time Checkpoint Layout

RIO Education v3.9 - Disable Transfer Credit TDTM

This step deactivates the rio_ed.TC_LinkCourseConnection_TDTM trigger handler. This is used to disable RIO Education's standard Transfer Credit trigger handler.

This is something that should be checked on a case-by-case basis for each customer, as they might have made other changes to their custom wizard/trigger and want to continue using their version instead. If the customer wishes to continue using their existing wizard, this step should be selected.

RIO Education v3.9 - Copy Loan Fee to Fee Schedules

This step copies the value of the Loan Fee % field in any Fee records to the Loan Fee field on their related Fee Schedule records.

RIO Education v3.9 - Transfer Credit Course ID

This step copies the value of the obsolete Approved Course field on Transfer Credit records to the new Approved Course ID (s) field. Note that it populates the new field with the Course's Course ID field, not its record ID.

RIO Education v3.9 - Layouts

This step deploys / updates the following metadata:

• Layouts
  • Agreement
    • RIOEducation Agreement Layout
  • Agreement Course
    • RIOEducation Agreement Course Layout
  • Auto Credit Transfer Configuration (Custom Metadata Type)
    • RIOEducation Auto Credit Transfer Configuration Layout
  • Course Connection
    • RIOEducation Student Course Enrollment Layout
  • Educational Qualification
    • RIOEducation Community Educational Qualification Layout
    • RIOEducation Educational Qualification Layout
  • Funding Allocation
    • RIOEducation Funding Allocation Layout
  • Grade
    • RIOEducation Grade Layout
    • RIOEducation SubGrade Layout 
  • Program Enrollment
    • RIOEducation Program Enrollment Community Layout
    • RIOEducation Program Enrollment Layout
  • Session Connection
    • RIOEducation Session Connection Layout
  • Term
    • RIOEducation Term Layout
  • Term Grade
    • RIOEducation Term Grade Layout
  • Transfer Agreement
    • RIOEducation Transfer Agreement Layout
  • Transfer Credit
    • RIOEducation Transfer Credit Layout

RIO Education v3.9 - REDU Custom Metadata

This step deploys / updates the following metadata:

• Custom metadata
  • Auto Credit Transfer Configuration
    • Credit Transfer
    • Pass
    • RPL

RIO Education v3.9 - Profiles

This step deploys / updates the following metadata:

• Profiles
  • Admin
  • REDU - Admin

RIO Education v3.9 - Student Community Security Setup

This step deploys / updates the following metadata related to the Student Community. This step should only be selected if you are using separate Communities for students and faculty.

• Profiles
  • REDU - Student
• Sharing sets
  • REDU_Student

RIO Education v3.9 - Combined Community Security Setup

This step deploys / updates the following metadata related to the Combined Community. This step should only be selected if you are using a combined Community for both students and faculty.

• Profiles
  • REDU - Faculty
  • REDU - Platform Faculty
  • REDU - Student
• Sharing sets
  • REDU_Student

Install RIO Education 3.10

This step upgrades the RIO Education package to v3.10.

RIO Education v3.10 - Allow Students to Select Venue

Two new fields - Allow Students To Select Venue and Allow Faculties to Book have been added to the Appointment Type object in 3.10. This step runs a script that sets the Allow Students To Select Venue field on any existing Appointment Types to true.

RIO Education v3.10 - Allow Faculties to Book

Two new fields - Allow Students To Select Venue and Allow Faculties to Book have been added to the Appointment Type object in 3.10. This step runs a script that sets the Allow Faculties to Book field on any existing Appointment Types to true.

RIO Education v3.10 - Layouts

This step deploys / updates the following metadata:

• Layouts
  • Appointment Type
    • RIOEducation Appointment Type Layout
  • Course Connection
    • RIO Education Student Course Enrollment Layout
  • PE  Pathway
    • RIOEducation PE Pathway Layout
  • Program Enrollment
    • RIOEducation Program Enrollment Layout

RIO Education v3.10 - Validation Rule

This step activates the Max_Credits_Per_Term validation rule on the PE Pathway object.

RIO Education v3.10 - Org-Wide Default Sharing

This step updates sharing for the Term Grade object.

RIO Education v3.10 - Student Community Security Setup

This step deploys / updates the following metadata related to the Student Community. This step should only be selected if you are using separate Communities for students and faculty.

• Sharing sets
  • REDU_Student

RIO Education v3.10 - Faculty Community Security Setup

This step deploys / updates the following metadata related to the Faculty Community. This step should only be selected if you are using separate Communities for students and faculty.

• Sharing rules
  • Term Grade
    • REDU-Faculty-ReadEdit

RIO Education v3.10 - Combined Community Security Setup

This step deploys / updates the following metadata related to the Combined Community. This step should only be selected if you are using a combined Community for both students and faculty.

• Sharing rules
  • Term Grade
    • REDU-Faculty-ReadEdit
• Sharing sets
  • REDU_Student

Install RIO Education 3.10.1

This step upgrades the RIO Education package to v3.10.1.

Install RIO Education 3.10.2

This step upgrades the RIO Education package to v3.10.2.

Install RIO Education 3.10.3

This step upgrades the RIO Education package to v3.10.3.

Install RIO Education 3.11

This step upgrades the RIO Education package to v3.11.

RIO Education v3.11 - Layouts

This step deploys / updates the following metadata:

• Layouts
  • Course
    • RIOEducation Course Layout
  • Discipline Requirement
    • RIOEducation Discipline Requirement (Course) Layout
  • Funding Allocation
    • RIOEducation Funding Allocation
  • Grading Period Setting
    • RIOEducation Grading Period Setting
  • Payment
    • RIOEducation Fee Payment Layout
  • PE Discipline
    • RIOEducation PE Discipline Layout
  • PE Discipline Requirement
    • RIOEducation PE Discipline Requirement (Course) Layout
    • RIOEducation PE Discipline Requirement (Group) Layout
  • Program Enrollment
    • RIOEducation Program Enrollment Layout
  • Program Plan
    • RIOEducation Program Plan Layout
  • Student Fee
    • RIOEducation Student Fee Layout
  • Term
    • RIOEducation Term Layout
  • Term Grade
    • RIOEducation Term Grade Layout
  • Transfer Credit
    • RIOEducation Transfer Credit Layout

RIO Education v3.11 - Validation Rule

This step deactivates the Required_Default_Program_Pathway validation rule on PE Pathway as it is now obsolete.

RIO Education v3.11 - Picklist

This step adds the Waiver value to the Grade Result global value set and the Dropped value to the following picklist fields:

• Course Connection
  • Enrollment Status
• Session Connection
  • Status

RIO Education v3.11 - Student Community Security Setup

This step deploys / updates the following metadata related to the Student Community. This step should only be selected if you are using separate Communities for students and faculty.

• Sharing sets
  • REDU_Student

RIO Education v3.11 - Faculty Community Security Setup

This step deploys / updates the following metadata related to the Faculty Community. This step should only be selected if you are using separate Communities for students and faculty.

• Sharing rules
  • Application
    • REDU_Faculty_Read
  • Requirement
    • REDU_Faculty_ReadEdit
  • Requirement Set
    • REDU_Faculty_ReadEdit

RIO Education v3.11 - Combined Community Security Setup

This step deploys / updates the following metadata related to the Combined Community. This step should only be selected if you are using a combined Community for both students and faculty.

• Sharing rules
  • Application
    • REDU_Faculty_Read
  • Requirement
    • REDU_Faculty_ReadEdit
  • Requirement Set
    • REDU_Faculty_ReadEdit
• Sharing sets
  • REDU_Student

RIO Education v3.11 - REDU Custom Metadata

This step sets the Funding Disbursement Method field of all Funding Type Disbursement and Order custom metadata records to Fee Line. By default, some of these fields have been set to Disbursement in v3.11. This step is for customers who wish to continue using Fee Line for these records.