Guide contents
...
Guide contents
Table of Contents | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
|
...
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
...
Go to Setup > Profiles > System Administrator > Object Settings > Account
...
Note: Do this after installing the latest package.
Enable Communities
Enable the Experience Cloud Communities
...
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.
...
Event Object
Go to Setup > Object Manager > Event > Page Layouts > Page Layout Assignment > Edit Assignment > System Administrator.
...
Add Gender value mapping for the Gender field under the Student Record and Person Account record.
...
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)
...
Setup > Company Settings > Company Information
Default Locale = English (Australia)
Default Time Zone = (GMT+10:00) Australian Eastern Standard Time (Australia/Sydney)
...
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
...
Contacts/Student Record
Add picklist values into the Current Grade Level field under the Student Record object if they have not already been added.
...
Check the picklist values below are added in the Current Grade Level field under the Contact object if they have not already been added.
...
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.
Reference: https://alphasys.atlassian.net/browse/E2-845
Go to Setup > Flows > New Flow > Schedule-Triggered Flow > Create
...
Set the Schedule
Start Date: Current Date
Start Time: 4:00 am
Frequency: Daily
...
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
...
Save and Activate.
...
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
...
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
...
Save and Activate.
Sign-In Kiosk (Setup)
Follow the Steps below on setting up the Sign-In Kiosk
...
Objects Unmanaged Package Setup
Ask Jenelyn to pull and push these tickets into the new Org.
https://alphasys.atlassian.net/browse/E2-566 (Contact layout)
https://alphasys.atlassian.net/browse/E2-791 (Session and Timetable Structure Layout)
https://alphasys.atlassian.net/browse/E2-977 (School Record Page)
https://alphasys.atlassian.net/browse/E2-830 (Student Record Automation (PosiEd State)
Ask Juliver to push the Single Calendar component into the Org and push the tickets below
https://alphasys.atlassian.net/browse/E2-1061 (Calendar Hours Display Range)
https://alphasys.atlassian.net/browse/E2-1279 (Day Attendance Calendar (unmanaged)
Configure the Experience Cloud for the Single Calendar component first before pushing this into the Org
https://alphasys.atlassian.net/browse/E2-1335 (Day Attendance Record Page)
Automation to populate Contacts
Note: Make sure that the Gender and Preferred Name fields are present in the Contacts object. (See Posi Ed Data Dictionary for the creation of the fields if not yet created)
https://alphasys.atlassian.net/browse/E2-52 (Contact fields)
Reference: https://alphasys.atlassian.net/browse/E2-222 (Create/Update Student Records Automation)
https://alphasys.atlassian.net/browse/E2-113 (Automation for Employee Role - Employee field)
...
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
Timetable Component – Jenelyn (packaged)
Profile Component – Aries
Contact Field Sets to be manually setup:
Setup > Object Manager > Contacts > Field Sets > Contact Profile Header
Student ID
Contact Profile Details
Student Status
Phone
Email
Calendar Component- Ask Juliver to push the component into the Org and do the config below
LWC Component (Today’s Unmarked Rolls) - Angellou
Go to Posi Attendance app > Home > add the component
Component Name: Session Custom List View
Day Attendance
Setup the Date field in descending order
Account Record Page > Person Account >
Sort Field: Date
Sort Order: Descending
...
c. House Layout
...
d. Department Layout
...
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
...
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.
...
Experience Cloud (Absence Submission)
...
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
...