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 installing the latest package.
Enable Communities
Enable the Experience Cloud Communities
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Timetable Structure
Timetable Period
Timetable Term
Cohort
Cohort Schedule
Cohort Session
Cohort Member
Check Profile access (assigned record types)
Cohort Schedule Connection
Absence Submissions
Employee Role
PosiEd Logs
Assets
Check Profile access (assigned record types)
Subject
All Subjects Fields to Display:
Subject name, Subject code, Grade levels, Mark roll, Department, Educational institution
Subject Offering
All Subjects Offering Fields to Display:
Subject offering name, Subject code, Grade levels, Department, Educational institution, Timetable structure, Timetable term, Mark roll
Sessions
Set the Session Compact Layout as the Primary
Object Manager > Sessions > Compact Layout > Compact Layout Assignment
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After running the Generate Calendar, it will create Session records. The Session records' Compare with Day Attendance field should be set to TRUE. This is for the updating of the Day Attendance record for each of the students.
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Person Account Layout
Provide access to all the fields if it’s not displaying in the Org. Go to Profile > System Administrator > Object Settings > Contacts/Account
Add these field sets based on the instructions below.
Setup > Object Manager > Field Sets
For the Profile Component fields
Contact Profile Header
Student ID
Contact Profile Details
Student Status
Phone
Email
For the Session layout (Session > Mark Roll tab- Profile section)
Mark Roll Accordion fldset
Academic Summary
Medical Summary
Pastoral Summary
Double Period Batch
Double Period Identification - PosiEd
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