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In general clients will prefer custom page layouts for each of the account record types they define. By default a Posi Ed implementation will be delivered with page layouts for each of the provided record types outlined. Clients can modify these as they require, however it should be noted there are specific features on some page layouts which should be carried over from the suggested layouts, for example in the Educational Institution record type there is a Timetable tab that displays the Timetable Structure and related objects, while the Person account page layout includes certain packaged and unmanaged custom fields that may be helpful in a typical school environment.
Field - School Code (Educational Institution Only)
The School Code field on a school Account record is particularly important if you are utilising the LISS interface. LISS data sources rely on the School Code value to identify which school data transfers will be impacted. School code values must be unique and must match the school codes in your external applications.
Field - Default Timetable Structure (Educational Institution Only)
Posi Ed allows you to associate multiple Timetable Structures to a single Educational Institution or school. For example, at the end of a school year it will be necessary to create a new Timetable Structure and associated data, generally prior to the following year.
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ensure there are no active users in the system, then;
change the Default Timetable Structure to the 2024 record
perform any LISS functions such as Publish Bell Times and Timetable etc
set the Default Timetable Structure back to 2023 until the 2023 timetable is complete.
Field - Mark Roll Defaults (Educational Institution Only)
The Mark Roll default setting allows you to define how a session knows whether marking the roll is required or not.
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None - The final option is to set the Mark Roll Default to None, which means neither of the above processes will execute when Sessions are created. Instead, all Sessions will be created with a Mark Roll status of Optional and you can employ your own custom automations to modify these values as required.
Field - Posi Ed State (Educational Institution Only)
Posi Ed is capable of working with third party applications such as EdVal and using the LISS API to either subscribe to data from EdVal or publish data to it.
In several areas such as the Contact/Student Record object pairings there are a number of automations that ensure data gets replicated between these objects. The challenge is that if all these automations are active at one time, a circular reference can be created. For example, updating a Contact’s email address will cause an update to the Student’s Record. The update of the Student Record might cause an update to the Contact record to be triggered and so on.
To prevent this situation, and to specify the Source of Truth, a field on the Account object called Posi Ed State has been introduced for use in the Educational Institution record type. If set to a value of Subscriber, then it is assumed that Posi Ed is receiving data from an external source and will propagate updates up the tree of objects.
If this setting is set to Published then it is assumed that Posi Ed is the source of truth and that the automations will push updates down the tree.
If this field is set to a value of None, neither set of automations will execute. This is ideal if you are doing a full data load from another source and are taking full responsibility for the rolling up or down of data.
This setting is available at the Educational Institution level so that in multi-school environments different schools can have different states at any point in time.