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Guide contents 

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Summer ‘23: enable OAuth Username by going to Setup > OAth and OpenID Connect Settings > AllowAuth Username-Password Flows > toggle On

Note: Do this after doing the Pre-Config Steps and the Installation of the latest package. 

  • Sessions

    • Add the markRollMobile and markRoll components to the Session record page under the Mark Roll tab and put a filter based on the screenshot below. 

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Resource: Maximize Your Productivity with Calendar Enhancements 

Absence Submission Utility Bar - (next package)

When adding an Absence Submission utility bar you need to create a new Application. 

Go to Setup > App Manager > New Lightning App > Utility Items > add the Absence Submission component for the utility item as follows:

Name: Posi Attendance
Tabs: 

  • Home 

  •  Absence Submission 

  • Day Attendance

    • Create a Listview named “Today’s Day Attendance”

      • Filter:

        • Date = TODAY

        • Exception Status = Yes, Resolved, No Exceptions

Objects Unmanaged Package Setup

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  • Person Account  

    • Setup > Person Account > Compact Layout > New > Choose the fields (Account Name, Title, Phone, Email) > Compact Layout Assignment > Assigned 

  • House/Department/Education Institution 

    • Setup > Account > Compact Layout > New > Choose the fields (Account Name, Phone, Parent Account) > Compact Layout Assignment > Assigned

Assessment Group

Add a tab called Component Results under the Assessment Group object.