Account - Record Types
Posi Ed PosiEd supports several custom record types that are used for specific functions.
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Custom Settings can be accessed through Setup > Object Manager > Custom Settings > Posi Ed PosiEd Settings. Clients are able to define whatever other account records types as they wish, however as a minimum should define these record types in order to support a variety of Posi Ed PosiEd functions.
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Page layouts
In general clients will prefer custom page layouts for each of the account record types they define. By default a Posi Ed PosiEd 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.
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Field - Default Timetable Structure (Educational Institution Only)
Posi Ed PosiEd 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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To prevent this situation, and to specify the Source of Truth, a field on the Account object called Posi Ed PosiEd 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 PosiEd 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 PosiEd is the source of truth and that the automations will push updates down the tree.
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