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Training Sessions (Customers)

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Training Session 1 - Master Data Management

Who: IT Team, Registrar Team.

What: In this session, we will cover the foundation setup of RIO and how the institution's data will look in RIO. For example, this is a standard Master Data Setup using our fictional RIO University as an example.

Duration: 1 hour. 

Preparation (Before): 

  1. Take a look at the slides here: Training: Master Data Management.


Training Session 2 - Admission/Application

Who: IT Team, Admission team, Registrar Team.

What: In this session, we are going to cover the institution's current and updated admissions process for different variations of applications.

Duration: 1 to 1.5 hours (subject to any additional customizations if any).

Preparation (Before): 

  1. Take a look at this slide: Training: Admission/Application.


Training Session 3 - Enrollment and Session Scheduling

Who: IT Team, Registrar Team, Student Service Team.

What: In this session, we will cover the topics around Students, Program Enrollments, Course Enrollments and Session Scheduling - creating Sessions and Session Times, assigning the Sessions to faculties and facilities, and conflict management.

Duration: 1.5 hours.

Preparation (Before): 

  1. Take a look at this slide: Training: Enrollment & Session Scheduling.


Training Session 4 - Fee and Billing

Who: IT Team, Finance team, Registrar Team.

What: In this session, we will cover the billing and payment events and how we interact with Students. Any integration to the finance system will be covered too.  

Duration: 1 to 1.5 hours (subject to any additional customizations if any). 

Preparation (Before): 

  1. Take a look at this slide: Training: Fee and Billing.


Training Session 5 - Appointment Scheduling

Who: IT Team, Registrar Team.

What: In this session, we will cover on the topic on how to schedule appointments between students and faculties and also booking a facilities.

Duration: 1 hour.

Preparation (Before): 

  1. Take a look at this slide: Training: Appointment Management.


Training Session 6 - Student Community

Who: IT Team, Admission Team, Registrar Team.

What: In this session, we will cover the student experience from the RIO Education Portal - viewing Program Enrollment details, Sessions, enrolling into Courses and Sessions, checking on fees and results. 

Duration: 1.5 hours.

Preparation (Before): 

  1. Take a look at this slide: Training: Student Community.


Training Session 7 - Faculty Community

Who: IT Team, Faculty, Registrar Team.

What: In this session, we will cover the faculty experience from the RIO Education Portal - viewing Sessions, taking attendance and entering grades. 

Duration: 1 hour.

Preparation (Before): 

  1. Take a look at this slide: Training: Faculty Community.


Training Session 8 - Assessment/Grade Management

Who: IT Team, Assessment Team (LMS), Registrar Team.

What: In this session, we will cover the assessment and completion of the Courses - updating grades and releasing grades. Any LMS integration should be covered here too.

Duration: 1 to 1.5 hours (subject to any additional customizations if any) 1.5 hours. 

Preparation (Before): 

  1. Take a look at this slide: Training: Grading, Completion and Awarding.


Training Session 9 - RIO Administration

Who: IT Team, Registrar Team.

What: In this session, we will cover the standard/basic administration in Salesforce and RIO.

Duration: 1 hour. 

Preparation (Before): 

  1. Take a look at this slide: Training: RIO Administration.




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