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Guide contents 

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Guide contents 

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Add Record Types and List Views 

Account 

Account Record Types 

Create the following Account Record Types:

  • Educational Institution 

  • Department

  • House 

Go to Setup > Object Manager > Account > Record Types > New

  • Record Type Label: Educational Institution / Department / House 

  • Active = TRUE 

  • Make Available = System Administrator

Person Account Activation 

Note: Do this before installing a new package.  

Before syncing the Publish Students, ensure the Person Account is activated in the Org 

Reference: Enabling Person Accounts in Salesforce

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Go to Setup > Profiles > System Administrator > Object Settings > Account

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Note: Do this after installing the latest package.  

Enable Communities

Enable the Experience Cloud Communities

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  • Timetable Structure 

  • Timetable Period 

  • Timetable Term 

  • Cohort

  • Cohort Schedule 

  • Cohort Session 

  • Cohort Member

    • Check Profile access (assigned record types) 

  • Cohort Schedule Connection 

  • Absence Submission 

  • Employee Role

    • Create the field below and display it on the layout (repo capture only unmanaged package)

      • 1. Field Name: Employee Account

        • Data Type: Lookup (Account)

      • 2. Field Name: Employee

        • Data Type: Lookup (Employee)

  • PosiEd Logs 

  • Assets 

  • Subject 

  • Subject Offering 

  • Sessions

    • Add the markRollMobile and markRoll components to the Session record page under the Mark Roll tab and put a filter based on the screenshot below. 

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Event Object 

Go to Setup > Object Manager > Event > Page Layouts > Page Layout Assignment > Edit Assignment > System Administrator.

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Add Gender value mapping for the Gender field under the Student Record and Person Account record.

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Timezone Setup

Make sure the Default Timezone and Locale in the Org are set up as AU/Sydney.

Go to the User icon > Settings > Advanced User Details >

  • Time Zone = (GMT+10:00) Australian Eastern Standard Time (Australia/Sydney)

  • Locale = English (Australia)

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Setup > Company Settings > Company Information

  • Default Locale = English (Australia)

  • Default Time Zone = (GMT+10:00) Australian Eastern Standard Time (Australia/Sydney)

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Assets Object (Profile)

Make sure to update the Assets Profile before doing the Publish Rooms through Edval. 

Check if the page layouts are assigned correctly. 

Setup > Profile > System Administrator > Object Settings > Assets > Edit

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Contacts/Student Record

Add picklist values into the Current Grade Level field under the Student Record object if they have not already been added.

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Check the picklist values below are added in the Current Grade Level field under the Contact object if they have not already been added.

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Generate Calendar/Attendance

Generate Calendar and Generate Attendance buttons 

The Generate Calendar and Generate Attendance buttons should be added/displayed in the layouts below.  

  • Cohort object layout- Generate Calendar button 

  • Session object layout- Generate Attendance and Edit Session buttons 

Event Records Creation 

Config Steps before doing the Generate Calendar 

Note: The Org should be an Enterprise Org for this to work. It should be a Summer’23 Org 

Resource: Maximize Your Productivity with Calendar Enhancements 

Absence Submission Utility Bar

When adding an Absence Submission utility bar, you need to create a new Application. 

Go to Setup > App Manager > New Lightning App > Utility Items > add the Absence Submission component for the utility item as follows:

Name: Posi Attendance
Tabs: 

  • Home 

  •  Absence Submission 

  • Day Attendance

    • Create Listview named “Today’s Day Attendance”

      • Filter:

        • Date = TODAY

        • Exception Status = Yes, Resolved, No Exceptions

Generate Attendance and Day Attendance Batch (Setup)  

Generate Day Attendance Batch

Setup the Generate Day Attendance Batch. Follow the steps below.  

Go to Setup > Flows > New Flow > Schedule-Triggered Flow > Create

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Set the Schedule  

  • Start Date: Current Date 

  • Start Time: 4:00 am 

  • Frequency: Daily

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Click the plus (+) icon > Action > search Batch Class Caller 

  • Action: Batch Class Caller 

  • Label: GenerateDayAttendanceBatch 

  • API Name: (automatic population) 

  • Include: Toggle (far right) 

  • Batch Class: DayAttendanceGenerationBatch

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Save and Activate.

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Generate Attendance Batch

Go to Setup > Flows > New Flow > Schedule-Triggered Flow > Create 

Set the Schedule  

  • Start Date: Current Date 

  • Start Time: 5:00 am 

  • Frequency: Once

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Click the plus (+) icon > Action > search Batch Class Caller 

  • Action: Batch Class Caller 

  • Label: Generate Attendance Batch 

  • API Name: (automatic population) 

  • Include: Toggle (far right) 

  • Batch Class: GenerateAttendanceBatch

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Save and Activate.

Sign-In Kiosk (Setup)

Follow the Steps below on setting up the Sign-In Kiosk 

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Objects Unmanaged Package Setup

Ask Jenelyn to pull and push these tickets into the new Org. 

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  1. Add these components based on the screenshot below. (Check to see if it’s it was added after Jenelyn did the pull/push of the Account layout

    1. Timetable Component – Jenelyn (packaged)

    2. Profile Component – Aries

      1. Contact Field Sets to be manually setup:

        1. Setup > Object Manager > Contacts > Field Sets > Contact Profile Header

          1. Student ID

        2. Contact Profile Details

          1. Student Status 

          2. Phone

          3. Email

  2. Calendar Component- Ask Juliver to push the component into the Org and do the config below

    1. Steps in Displaying the Single Calendar Component

  3. LWC Component (Today’s Unmarked Rolls) - Angellou

    1. Go to Posi Attendance app > Home > add the component

      1. Component Name: Session Custom List View

  4. Day Attendance

    1. Setup the Date field in descending order

      1. Account Record Page > Person Account >

        1. Sort Field: Date

        2. Sort Order: Descending

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c. House Layout

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d. Department Layout 

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When Publish Students is done, then check to see if it creates Student Records, Contacts, and Person Accounts records in the Org.

Importing of Demo Data into The Org 

Note: Import the needed demo data for testing. 

Teacher/Carer Setup  

Easily login and logout (Teacher Login) 

Follow the steps below on how easily switch from a Teacher Login to a System Admin login Org.  

Note: This is for Scratch Orgs only (For testing) 

Look for the Teacher user with a Salesforce Platform License (This is for the checking of the Calendar/Events records)  

Setup > Session Settings > Untick the Force re-login after Login-As-User > Tick Force Logout on session timeout > Change Timeout Value to 24 hours > Save 

Setup > Login Access Policies > Enable Administrators Can Log in as Any User > Save  

Setup > Go to Profile > Standard Platform User > Calendar = Default On (Calendar tab to be available in a Teacher log-in)

After that, go to user > look for the user > Michael Suzuki > click login

Setup Teacher Profile (Org) 

Note: This can be done after importing the User records 

. Department Layout 

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When Publish Students is done, then check to see if it creates Student Records, Contacts, and Person Accounts records in the Org.

Importing of Demo Data into The Org 

Note: Import the needed demo data for testing. 

Teacher/Carer Setup  

Easily login and logout (Teacher Login) 

Follow the steps below on how to easily switch from a Teacher Login to a System Admin login Org.  

Note: This is for Scratch Orgs only (For testing) 

Look for the Teacher user with a Salesforce Platform License (This is for the checking of the Calendar/Events records) 

Go to Setup > Users > Look for the Teacher user with a Salesforce Platform License/Company Community User/Identity User > Update the email (use an active email) > Reset Password  

Choose the teacher that you want to update the password.

Teacher Licences

  • Salesforce Platform License (2) 

  • Company Community User (4) 

  • Identity User (4) 

Process and Configuration for Salesforce Org to Edval App 

Steps on how to Connect SF Org and Edval App 

Follow the steps in the documentation below. 

Steps on how to sync data from Edval to SF Org 

After configuring the Sf Org to the Edval App, start the synching of the data. See document below for the steps 

Carer Experience Cloud Setup

Display Student Comms and Absence Submission on the site. 

Follow the steps in this document. 

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Experience Cloud (Absence Submission) 

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Setup > Session Settings > Untick the Force relogin after Login-As-User > Tick Force Logout on session timeout > Change Timeout Value to 24 hours > Save 

Setup > Login Access Policies > Enable Administrators Can Log in as Any User > Save  

Setup > Go to Profile > Standard Platform User > Calendar = Default On (Calendar tab to be available in a Teacher log-in)

After that, go to user > look for the user > Michael Suzuki > click login

Setup Teacher Profile (Org) 

Note: This can be done after importing the User records 

(This is for the checking of the Calendar/Events records) 

Go to Setup > Users > Look for the Teacher user with a Salesforce Platform License/Company Community User/Identity User > Update the email (use an active email) > Reset Password  

Choose the teacher that you want to update the password.

Teacher Licences

  • Salesforce Platform License (2) 

  • Company Community User (4) 

  • Identity User (4) 

Additional Configuration for Testing 

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