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Mark roll defaults

You've probably seen that each Session can have a Mark Roll Status default value of either Required or Optional.

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https://posimente.atlassian.net/wiki/spaces/~641d437d407493675d47acc3/pages/29392900/Contacts+Accounts+-+PosiEd#Field---Mark-Roll-Defaults-(Educational-Institution-Only)

If the value is Optional then the staff member does not have to complete the roll i.e. an unmarked roll will not be included in the Today's Unmarked Rolls report.

Other sessions will have a default Mark Roll Status of Required and if these Sessions pass their end time without the roll marking being completed then they will be included in the Today's Unmarked Rolls report.

There are two main ways that PosiEd automatically sets the status of each session’s Mark Roll Status and there is a third option available for a fully custom solution.

School Level Mark Roll Defaults

All Cohorts are associated with a particular Educational Institution account. If you look at this account record you will see an option to set Mark Roll Defaults to either Cohort, Bell Time or None.

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Mark Roll Defaults = Cohort

If Mark Roll Defaults is set to cohort Cohort then any sessions that are created by Posi Ed PosiEd either via the generate calendar Generate Calendar process or via the publish daily data Publish Daily Data process will have their mark roll default Mark Roll Default value reflect the default value set at the cohort level. Each cohort has its own mark roll Mark Roll field.

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The value set in this field is usually defaulted by an equivalent field at the subject offering Subject Offering level which is usually defaulted to the same field at the subject Subject level i.e. usually all academic subjects might be set to mark roll required = Required whereas co-curricular subjects might be set to optionalOptional. This will propagate up the tree from subject Subject to subject offering Subject Offering to cohort Cohort and then subsequently to all sessions Sessions created for those cohortsCohorts.

This process only defaults the cohort Cohort and session Session values, both of which can be overridden in various circumstances , if required.

Mark Roll Defaults = Bell Time

If instead the school Mark roll default Roll Default value is set to bell time Bell Time then rather than look at the cohort Cohort when creating a session, the system will look at the associated Bell time Time record instead.

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In this example, this particular bell time Bell Time record has a value of mark roll requiredMark Roll = Required, therefore all sessions associated with that Bell time Time will be set likewise. This approach is used when for example you want to mark the roll on the first period of the day and the first period after each recess or lunchtime, regardless of the type of cohort or subject.

Mark Roll Defaults = None

You have the option of disabling both of these features and controlling the mark roll default Mark Roll values yourself. In order to do this change the educational institutions mark roll default value to none. And no session Educational Institution's Mark Roll Default value to None, then no Session will automatically have their mark roll status Mark Roll Status set to requiredRequired. Instead, the school is required to establish automations or processes to control this process as required.

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