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Visual Indicator

Use Visual Indicator in Education Cloud to give advisors a quick view of a student’s performance in the enrolled courses of the current academic term. Based on the student’s course component scores, Visual Indicator shows their course performance in customizable categories such as At Risk, On Track, and Needs Attention.

Required Editions
Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions with with these enabled licenses and add-ons:

  • Education Cloud license
  • Agentforce for Education add-on license
  • Data 360 as part of an Agentforce add-on or as a standalone license

Visual Indicator uses these resources in Education Cloud:

Education Cloud Resources for Visual Indicator
Resource Name Resource Type Description
LearnerPerformanceIndicator Omniscript Shows information in a predefined format based on a decision matrix.
GetCourseScoreCategories Integration Procedure Gets a student’s scores from GetCourseOfferingParticipants, calculates final scores by using the Course Score Calculation expression set, and returns the categorized course scores.
Course Score Calculation Expression Set Calculates a learner’s score percentage in a course based on the weighted average of its components.
CourseScoreCategorization Decision Matrix Defines the course score categories, and the text and icon format for each category.

Set Up Visual Indicator

Show a student’s performance in the current academic term by setting up the Visual Indicator component. Set up a visual indicator to perform the course GPA calculation using expression sets or Data Cloud Calculated Insights.

USER PERMISSIONS NEEDED  
To set up Visual Indicator:

Education Cloud Full Access

AND

Data Cloud Admin

AND

Data Pipelines Base User

AND

Omnistudio Admin

AND

View Setup & Configuration

AND

Customize Application
  1. Add a tab for student insights to the case record page layout.
    1. From the App Launcher, find and select Cases.
    2. Click any case record.
    3. Click Setup, and then click Edit Page.
    4. Click the Tabs component, and then click Add Tab.
    5. Select Custom for the tab label, and enter a name. For example, enter Insights.
    6. Click Done.
  2. Add the Visual Indicator component to the page layout:
    1. Drag the Omniscript component to the new tab.
    2. Select the type as EDUStudentSuccess.
    3. Select the sub type as LearnerPerformanceIndicator.
    4. Save your changes.
  3. Create a standard decision matrix with the name CourseScoreCategorization.
    1. Add these columns to the decision matrix:
      Column Header Header Type Data Type
      ScorePercentage Input Number Range
      Icon Output Text
      IconColor Output Text
      CategoryColor Output Text
      Status Output Text
    2. Save your changes.
    3. Click Activate.
  4. Refresh the data streams and make sure that these required fields have valid values in Data Cloud:
    Data Model Object Field
    Course Offering Ptcp Activity Grade
    • ssot__Name__c
    • ssot__ScoreNumber__c
    • ssot__ScoreStatus__c
    • ssot__MaximumMarksNumber__c
    • ssot__CourseOfferingRubricId__c
    Course Offering Rubric
    • ssot__WeightingNumber__c
    • ssot__InstancesQuantity__c
  5. To perform the course GPA calculation, use expression sets or Data Cloud Calculated Insights.
    • Create an expression set by using the Ready_to_Use_Course_Score_Calculation template and change the score calculation logic with custom logic.
    • As an alternative to the expression set, use Data Cloud Calculated Insights.
      1. Create a calculated insight or use the Student Course Percentage Calculator calculated insight that is available in the Education Cloud data kit.
      2. From the App Launcher, find and select Omnistudio Integration Procedures.
      3. Create a new version of the EduStuSuccess/GetCourseScoreCategories integration procedure.
      4. Open the new version of the EduStuSuccess/GetCourseScoreCategories integration procedure.
      5. Deactivate the GetCourseComponentGrades remote action and the CalculateCourseScorePercentage expression set action.
      6. Activate the GetCalculatedInsight remote action.
      7. Enter values for calculatedInsightName, insightDimension, and insightMeasure.
      8. Select GetCourseScoreCategorization decision matrix action.
      9. In the Matrix Input Parameters section, for Data Source, replace CalculateCourseScorePercentage:Percent:CourseScorePercentage with GetCalculatedInsight:Percent:CourseScorePercentage.
      10. Activate the integration procedure version.
      11. Ensure that the EDUStudentSuccess/LearnerPerformanceIndicator OmniScript uses the new integration procedure version.