Posts by Jimmi
Level 5: Reporting Validation in Salesforce SIS
If you haven’t already seen, we have already covered The Introduction, Level 1, Level 2, Level 3 and Level 4 methods to reduce common reporting issues i.e. data quality issues. Now let’s take a look at the final method, the level 5 approach – reporting validation. This method is similar to the real-time warning/error (Level 3) method.…
Read MoreLevel 4: Do-It-Yourself Data Fix in Salesforce SIS
So far we have covered 3 methods/options to reduce compliance reporting issues – The Introduction, Level 1, Level 2 and Level 3 methods. In this blog, we will discuss the Level 4 method – the “Do-it-yourself” approach. In this approach, the student will be reminded and tasked to fill out their required details…
Read MoreLevel 3: Data Validation with Real-Time Warning in Salesforce SIS
In our previous blogs, the introduction, level 1 method and level 2 method we discussed the ways to reduce data errors for compliance reporting. In this blog, we will walk through the 3rd level method – Real-time warning/error. Warnings or errors can assist users by throwing “early” alerts on any detected data inconsistencies.…
Read MoreLevel 2: Data Validation on Metadata Engine in Salesforce SIS
If you haven’t already, check out our previous blogs – the introduction and level 1 method of reducing data issue for compliance reporting. Let’s take a look at the level 2 method using the metadata engine. The engine comes as a standard in RIO Education’s reporting package. It has the capabilities too: Define the starting position…
Read MoreLevel 1: Data Validation at Field Level in Salesforce SIS
In our previous blog, we discussed data validation for compliance reporting. In this blog, we will dive into the details on ways/methods to reduce data issues using the Salesforce field-level approach. In Salesforce, Administrators can set up custom fields – with different types and lengths (e.g. text, numeric and currency). With the proper…
Read MoreIntroduction: Data Validation for Compliance Reporting in Salesforce SIS
Education providers in Australia are obligated to ensure their student data is consistent and accurate for their compliance reporting. This includes their FEE-Help reporting, Provider Information Request (PIR) reporting, Australian Vocational Education and Training Management Information Statistical Standard (AVETMISS) reporting etc. However, some education providers face a common challenge in reporting – a lack…
Read MoreMake Enrolling Into Co-Requisites Simple With RIO Education for Salesforce
Co-requisites are units or subjects that must be taken in the same study period. In other words, students must enroll in the co-requisite units or subjects concurrently. Salesforce SIS users can handle this by utilising RIO Education’s built-in functionalities, “Unit Requirements“. This function acts as a “gate” that prevents the students from enrolling…
Read MoreMarking Attendance at Your Fingertips within Salesforce SIS
Currently taking attendance the old-fashioned way? With the available technologies of today – your lecturers, tutors or trainers can easily take attendances without the worry of an attendance sheet. They can even use their mobile devices to log in and start taking attendance. Once done, just submit the attendances for processing. How is…
Read MoreAnalysing International Student Data in your Salesforce SIS
In this blog, we’ll look at the role of analytics and how it can be used in decision making for your educational institution. Analysing this type of information is beneficial for marketing initiatives as well as identifying any gaps to improve international student experiences and enrollments. Let’s look at how RIO Education and Salesforce Einstein…
Read MoreTracking Student Fees in Salesforce SIS
Part of the student admission process involves student fees. Tracking fees generated from the student enrollments is not an easy task, especially when it involves a huge number of students. You will need to go through all the fees incurred to the students and how much has been reconciled till date. Only when the…
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