Guide contents
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Summer ‘23: enable OAuth Username by going to Setup > OAth and OpenID Connect Settings > AllowAuth Username-Password Flows > toggle On |
Note: Do this after installing the latest package.
Enable Communities
If the Experience Cloud Communities is not yet enabled in the Org, enable it by going to
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Account - Add to New Cohort & Send Communication buttons
Set up > Account > List View Button Layout > Click Edit > Add the Add to New Cohort & Send Communication buttons > Save
Also, add the New Event: Appointment button.
Account - Create ACARA Student Background Report button
Account > School Record Page > Edit Page > Add the button to the layout if it’s not yet added.
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Object Lightning Record Pages (Manual Activation)
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Contact
Student Comms
Student Recognition
Check Profile access (assign the record types)
Student Record
Add “Graduated” to the Current Grade Level field picklist value
Setup > Picklist Values > Grade Level
Student Attribute
Check Profile access (assigned assign the record types)
Kiosk Definition
Kiosk Reason
Bell Times
Date Maps
Day Attendance
Manually display the PosiEd Calendar Component on the right side of the screen.
This is for the checking of the This is for the checking of the Day Attendance field updates
Setup > Change Data Capture > Event
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Timetable Structure
Timetable Period
Timetable Term
Cohort
Manually display the PosiEd Calendar Component under the Calendar tab
Cohort Schedule
Cohort Session
Manually add the Related tab. See SS below.
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Cohort Member
Check Profile access (assigned assign the record types)
Cohort Schedule Connection
Absence Submissions
Manually display the PosiEd Calendar Component on the right side of the screen.Remove all of the standard buttons
Go to Setup >Absence Submission
> List View Button LayoutAbsence Reasons
Assessment
Assessment Component
Assessment Component Result
Assessment Grade
Assessment Group
Assessment Grade Scale
Assessment Group Cohort
Assessment Group Component
Assessment Group Reporting Period
Assessment Reporting Period
Assessment Result
Learning Component
Cohort Assessment
Employee Role
External System Connection
Wellbeing Involvement
Manually add the missing fields in the layout based on the SS below.
Wellbeing Observation field > display the following
Category
Session
Description
Level
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Wellbeing Observation
Wellbeing Action
Check Profile access (assigned assign the record types)
PosiEd Logs
All PosiEd Logs- Listview Fields to Display:
Posi Ed ID, Created date, Source, Description, Details
Assets
Check Profile access (assigned assign the record types)
Manually display the PosiEd Calendar Component under the Calendar tab.
All Locations and All Resources- Listview Fields to Display:
Asset Name, Campus, Asset Type, Capacity, and Account Name
Subject
All Subjects - Listview Fields to Display:
Subject nameName, Subject codeCode, Grade levelsLevels, Mark rollRoll, Department, Educational institutionInstitution
Subject Offering
All Subjects Offering - Listvew Fields to Display:
Timetable structure, Timetable term, Mark rollSubject Offering Name, Active, Subject Code, Mark Roll, Grade Levels, Department, Timetable structure
Sessions
Set the Session Compact Layout as the Primary
Object Manager > Sessions > Compact Layout > Compact Layout Assignment
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Fields = Owner ID
Operator = not equal to
Value = Kiosk Guest User Profile ID
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Sharing Settings > Account Sharing Rules
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Field = Owner ID
Operator = not equal to
Value = Kiosk Guest User Profile ID
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Sharing Settings > Kiosk Reason Sharing Rules
Field = Owner ID
Operator = not equal to
Value = Kiosk Guest User Profile ID
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Sharing Settings > Day Attendance Sharing Rules
Field = Owner ID
Operator = not equal to
Value = Kiosk Guest User Profile ID
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Sharing Settings > Session Sharing Rules
Field = Owner ID
Operator = not equal to
Value = Kiosk Guest User Profile ID
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Sharing Settings > User Sharing Rules
Field = Profile ID
Operator = not equal to
Value = Kiosk Guest User Profile ID
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Sharing Settings > User = Public Read Only
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