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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 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

  1. For the Profile Component fields

    1. Contact Profile Header

      1. Student ID

    2. Contact Profile Details

      1. Student Status 

      2. Phone

      3. Email

  2. For the Session layout (Session > Mark Roll tab- Profile section)

    1. Mark Roll Accordion fldset

      1. Academic Summary

      2. Medical Summary

      3. Pastoral Summary

Double Period Batch

Double Period Identification - PosiEd

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