Page Comparison

Guide contents 

Note: Do this after installing the latest package.  

Enable Communities

Enable the Experience Cloud Communities

...

1. Manually add the missing field based on the SS below.

   1. School Account Layout

2. Activate the Account Record Page

   1. Look for the School Record Page > click Edit > click Activation > Go to App, Record Type, and Profile tab > Click Assign to Apps, Record Type, and Profiles > choose the Lightning App where you want the record page to be visible/accessible > Next > choose the School record type > choose the Profile (System Administrator) > Next > Save

   2. Add the

3. Go to App Launcher > Search Account > click New > create School record and put a School Code (Display School Code in the layout if it’s not yet there) 

4. The PosiEd State field should have a value (this is for the Student Record- Form and Current Grade Level fields population)

   1. PosiEd State = Subscriber

Other Record Pages

Activate the records pages below.
(PosiEd EDC package)

1. Person Account (PosiEd Contact Page)

   1. Manually display the Person Account fields in the layout. Please check the link below for the final layout.

      1. PosiEd Contact Page | Person Account

   2. Manually display the PosiEd Calendar Component under the Calendar tab

      1. Go to Setup > Object Manager > search for the Object > Lightning Record Page > click the PosiEd Contact Page > Clone/Edit > click Save > click Activate > click Assign as Org Default button > choose Desktop > click Next > click Save

2. Department (Department Record Page)

   1. Manually add the missing fields, please see the link below.

      1. Department Account Layout

   2. Go to App, Record Type, and Profile tab > Click Assign to Apps, Record Type, and Profiles > choose the Lightning App where you want the record page to be visible/accessible > Next > choose the Department record type > choose the Profile (System Administrator) > Next > Save

3. House (House Record Page)

   1. Manually add the missing fields, please see the link below.

      1. House Account Layout

   2. Go to App, Record Type, and Profile tab > Click Assign to Apps, Record Type, and Profiles > choose the Lightning App where you want the record page to be visible/accessible > Next > choose the House record type > choose the Profile (System Administrator) > Next > Save

4. Grade (Grade Record Page)

   1. Manually create the record page.

      1. Grade Record Page

5. Billing (Billing Record Page)

Accounts Compact Layout 

Update the compact layout to all Account record types 

...

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

   1. Mark Roll Accordion fldset

      1. Drag and drop the fields you want to display in the Session Mark roll.
         

         

Wellbeing Involvement

...

...

Kiosk Definition

Give READ access to the object’s field permission and assign the record type.

...

• Kiosk Definition

• Kiosk Reason

• Absence Reason

• Session

• Bell Time

• Timetable Structure

• Accounts

• Contacts

• Cohort Member

• Cohort

• Day Attendances

• Timetable Term

• Timetable Period

• Absence Submission

  • Object Permission: READ and CREATE

  • Fields: READ and EDIT

• Events

  • Object Permission: READ and CREATE

  • Fields: READ and EDIT

  • Assign Record Type > tick Absence Schedule, Check In, and Check Out

• PosiEd Logs

  • Object Permission: READ and CREATE

  • Fields: READ and EDIT

• Student Records

  • Object Permission: READ and CREATE

  • Fields: READ and EDIT

...

1. Fields = Owner ID

   1. Operator = not equal to

   2. Value = Kiosk Guest User Profile ID

...

Go toSharing Settings > Absence Reasons Sharing Rules > Add the Rule below

...

• The KD-000001 is from the Kiosk Definition record.

...

Another way to access the Kiosk is by clicking the Kiosk URL value under the Kiosk Definition record.

...

Markbook Configuration and Data Setup (K-12)

...