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Sprint Logs aka Our Decisions, Reasoning, and Next Steps
Here's a record of what was accomplished in each sprint.
We focused on updating the architecture/configuration and the UI.
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Changed the name of the custom object from Transfer Course to Personal Program Plan Course
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Created a custom lookup field from Personal Program Plan Course to Education History
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Created custom date fields on the Education History object: Unofficial In Progress, Unofficial Degree Awarded, Official In Progress, Official Final No Degree, and Official Degree Awarded
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Updated the ERD, creating two versions: One that uses Student Success Hub objects and one that uses custom objects.
** Note: These objects are called the same thing to keep the custom objects closely aligned to the Student Success Hub objects, which will make it easier to transition from custom objects to Student Success Hub objects in the future.
** Transfer Credit ERD - Student Success Hub version: https://github.com/SFDO-Community-Sprints/transfer-equivalency-credits-eda/blob/master/Transfer%20Credit%20ERD%20-%20Student%20Success%20Hub%20Version.png
** Transfer Credit ERD - Custom Object version: https://github.com/SFDO-Community-Sprints/transfer-equivalency-credits-eda/blob/00c9d058e51ca30873d40a0b1cfc2b46e6d4b303/Transfer%20Credit%20ERD%20-%20Custom%20Object%20Version%20(No%20Student%20Success%20Hub).png
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Based on the Screen Flow proof of concept, we drafted a screen flow to serve as the interface for students and staff to detail transcripts.
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Created a process map for the Screen Flow.
** Transfer Credit Process Map: https://lucid.app/lucidchart/7b54a127-468b-412f-9207-906b66d290e0/edit?beaconFlowId=F10F5F7FF022A1B2&invitationId=inv_3b1b7676-fc5d-43a9-a743-154d616a2a34&page=0_0#
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Next Steps
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Update sample data: Remove the Registrar Office record to which the Course object's Department field looks up to, so that it looks up directly to the Educational Institution Account.
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Create a second version that will work with Student Success Hub objects.
We had two workflows: Dev and Doc
Dev:
- Created an app
- Created two screen flows as the start of data intake from a transcript (currently only a 1:1 match)
- Created Lightning record pages for ???
- Updated the sample data set
Doc:
- Updated the wiki pages and also helped create object and field reference documentation.
- Documented the use cases in more detail.
Next Steps:
- Update the ERD with Education History (and link Transcript to that instead of Application)
- Add new fields to Transcript and Transcript Course.
The team analyzed and adopted the vision from previous sprints. It updated the ERD from the Detroit sprint to reflect the new objects added during the Philly sprint.
The team proposed removing the relationship from Course Transfer to Program Plan, since it's related to Course and the Philly sprint introduced an object related to Course to store rules associated with the Course (e.g., program-specific rules). The team also proposed updating the solution to include Affiliations, Application and Education History. We moved Course Transfer to Course in the ERD.
Next Steps:
- Update the ERD and replace the one in the Resources link.
- Configure the relationships with the existing EDA objects proposed by this project team.
- Refresh the data in the repository to include data for these new objects.
Decided that in the ERD Course Transfer would move to Course (based on input from Matt B in Philly - then change in the org was made in June.
The project team created a schema, some record types (Course: External and Internal), and an outline of the setup guide. The group tackled these tasks and flows:
- Define common use cases and parameters
- Define extensible Data Model to track pre-approved or past credit transfers. Include examples
- Define search criteria and algorithm to match pre approved credit transfers
- Define UI to allow end user to search for pre approved credit transfers based on the previous criteria