RIO Ed Ivy: Individual Program Enrollment Requirements
When the relevant configuration and automations are completed for Admission process, it is the time to venture into the Program Enrollment process. You are required to build a few automations to cater for the process. Before you start, please ensure you have finished the RIO Certification and your instance are installed with the package. (RIO Education IVY v0.3)
Automation #1
When the application status is ‘approved’, the applicant is converted into a student for RIO University. Therefore, there is a need to create the ‘Individual Program Enrollment’ record to track the enrollment progress of the student.
The automation will need to do the following when the Application Status is ‘Approved’:
- Create an individual program enrollment record and the contact is the respective student. Please refer the table listed at the end of the article.
- Change the student user Profile to ‘REDU - Student’.
- Assign the ‘REDU - Student’ Permission set to the student user.
Individual Program Enrollment Table
Individual Program Enrollment Fields | Value |
Contact | Applicant's Contact |
Default Campus | RIO Campus |
Eligible To Enroll | True |
Study Mode | Full-Time |
Study Pathway Mode | Default |
Study Pathway | Full-Time |
Study Program | RIO Undergraduate Program |
Study Plan | RIO Undergraduate Program Plan |
Study Intake | RIO 2024 Intake 1 |
Enrollment Status | In Progress |
Starting Term | 2024 Semester 1 |
Class Standing | Senior |
Class Year | 2024 |
Credits Earned | 2 |
Fee Method | Term |
Pay Upfront | No |
###Notes###
- You can hardcode the value for the lookup field to the master data you have setup during RIO Certification.