Page Comparison

Feature Name

Comment

Link

SCHOOLS

Test link here

Set Educational Institution Record Type custom setting

Set this to the record type you wish to use for the Educational Institution record type. This can be EDC's Edu Inst value or a custom record type.

Review School Account fields and Page Layouts

Set this to the record type you wish to use for the Educational Institution record type. This can be EDC's Edu Inst value or a custom record type. 

Review the filter of the Schools listview under Accounts tab

Review Grade Levels global picklist

Review Attendance Status global picklist

REPEAT THE FOLLOWING FOR EACH SCHOOL

Create an Account and complete school contact details

Assign a unique School Code

Set Mark Roll Defaults

Set PosiEd State

Set up Timetable Structure (see below) and assign Default Timetable Structure

Configure timetable management application

If you are using Edval, Edval Daily or a similar timetable management product then follow instructions to configure this software and establish data transfer with PosiEd. 

TIMETABLE STRUCTURE

Review Periods global picklist

Review Days global picklist

Create Timetable Structure record

Set School Year value

Set Weeks in TT Cycle and TT Days Per Week

Set Day Start and Day End times

Review Bell Times spreadsheet and data load values (Publish Bell Times)

Review Date Map spreadsheet and data load values (Publish Calendar - not yet complete)

Set Timetable Terms records

Review Timetable Period spreadsheet and data load values

Assign Timetable Structure to Educational Institution and assign Education Institution's Default Timetable Structure

DEPARTMENTS

Create Department Account record type and set Department Record Type custom setting

Set this to the record type you wish to use for the Department record type.

Review Department Account fields and Page Layouts

Review the filter of the Departments listview under Accounts tab

Set up or data load Departments and link them to School accounts

HOUSES

Create House Account record type and set House Record Type custom setting

Set this to the record type you wish to use for the House record type.

Review House Account fields and Page Layouts

Review the filter of the House listview under Accounts tab

Set up or data load Houses and link them to School accounts

SUBJECTS

Review Subject fields and Page Layouts

Set up or data load Subjects and link them to School accounts

SUBJECT OFFERINGS

Review Subject Offering fields and Page Layouts

Set up or data load Subject Offerings and link them to School accounts

STUDENTS

Review Student Account fields and Page Layouts

Review the filter of the Students listview under Accounts tab

Review Student Record fields and Page Layouts

Review Student Account and Student Record automations

Set up Student Icon resources

Create automations to assign Student Icons

Configure Student Profile component and field sets (Contact Profile Details fieldset on Contact object)

Configure Mark Roll Accordion component (Mark Roll Accordion Fldset fieldset on Contact object)

Set up or data load Student Accounts & Student Records and link Student Account to School accounts via Primary Educational Institution (Publish Students)

STAFF MEMBERS

Review Staff Account fields and Page Layouts

Review the filter of the Staff listview under Accounts tab

Review Employee Role fields and Page Layouts

Review Employee Role and Staff Account automations

Review Employee fields and Page Layouts

Review Employee Role and Employee automations

Review Employee Role and Users automations

Set up or data load Staff Accounts and Employee Role data (Publish Staff)

Create User records, set Salesforce Licenses and assign Employee Role User values for each staff member

Set up Teaching Staff User permissions (base on Cohort Member records)

Set up general Staff User permissions

CARERS

Review Carers Account fields and Page Layouts

Review the filter of the Carers listview under Accounts tab

Review Student Comms fields and Page Layouts

Set up or data load Carer Accounts data

Set up or data load Student Accounts Comms data

LOCATIONS

Review Location Asset fields and page layouts

Set up or data load Location data (Publish Rooms)

RESOURCES

Review Resource Asset fields and Page Layouts

COHORTS

Review Cohort Types

Review Cohort fields and page layout

Set up or data load Cohorts data (Publish Classes)

Set up or data load Cohort Members data (Publish Class Memberships)

Set up or data load Timetable data (Publish Timetable/Publish Daily Data)

Review cocurricular and extracurricular Cohort requirements

Review excursion Cohort requirements

CALENDAR AND CALENDAR GENERATION

Set Calendar Event Record Types custom setting

Set Default Calendar View custom setting

Set Expand Calendar Cell Height custom setting

Generate Calendar either or individual Cohorts or in bulk

Check Student Timetable component

ATTENDANCE AND ATTENDANCE GENERATION

Set Days To Generate Attendance Records custom setting

Set Delete Existing Attendance Records custom setting

Set Generate Attendance Batch Size custom setting

Set Generate Attendance Start & End Date custom settings

Generate Attendance either on individual Sessions or in bulk

Check Student Calendar component

Review Day Attendance Exception automation what is name???

Define and develop Attendance Exception management process

Define and develop rules for setting Compare with Day Attendance on Sessions

ABSENCE SUBMISSIONS

Review Absence Submission fields and page layout

Review Absence Submission Reason values

Define Absence Submission approval process

Review internal Absence Submission form

Review Carer Portal Absence Submission form

BATCH JOBS

LIST OF JOBS

Generate Day Attendance

Generate Attendance

Day Attendance Summary calculation automation

CARERS PORTAL

Define and create Carers Portal

Implement Absence Submission form

Implement Student Calendar component

Assign Users records to Carer Accounts and allocate Experience Cloud licenses

Set up Carer User permissions

STUDENTS PORTAL

Define and create Students Portal

Implement Student Calendar component

Assign Users records to Student Accounts and allocate Experience Cloud licenses

Set up Student User permissions

CHECK IN/OUT KIOSK

Review and customise kiosk component

Deploy component on locked down mobile devices

SIGN IN/OUT KIOSK

Review and customise kiosk component

Deploy component on locked down mobile devices

Events

Review Events record types, fields and page layouts

EDC 

Review Term objects and synching

Review Subject Offering and Cohort objects and synching