Level 4: Do-It-Yourself Data Fix in Salesforce SIS

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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 before the report submission period approaches. Note: This can only be achieved if the student community is enabled

The mechanism works in the following manner:

  1. A configuration page
    • For configuring the mandatory details to be entered by the students.
    • For configuring a final date where students will be forced to enter the mandatory details e.g. X number of days after enrollment date.
  2. Reminder
    • A pop-up form will prompt the student whenever he/she logs in to the student community.  This pop-up form consists of the mandatory details that the student is required to enter. The mandatory details are based on the configuration mentioned above.
    • The student will have the option to skip the form i.e. closing the pop-up form without entering anything if the final date (mentioned in the configuration above) has not passed.
    • When the final date has been reached, the pop-up will be permanent until the student fills it out and submits the form. Note: the “skip” option will NOT be present.

 

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