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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

      image-20240717-054415.pngImage Removed
    • Also, add the New Event: Appointment button.

      image-20241231-035828.pngImage Added

      image-20240717-054700.png

  • 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 Layout

  • Absence 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.

      image-20240717-053655.pngImage Removed

      • 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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  1. Fields = Owner ID

    1. Operator = not equal to

    2. 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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