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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After activation, assign the Person Account record type correctly in the Account object.
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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Contact
Student Comms
Student Record
Bell Times
Date Maps
Day Attendance
This is for the checking of the Day Attendance fields field updates
Setup > Change Data Capture > Event
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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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Manually add the page layouts below and assign it them correctly. The fields to be displayed in each of the page layouts will be based on the Data Dictionary (marked as X)
Sign In Layout
Sign Out Layout
Check-In Layout
Check Out Layout
Learning Tasks
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In the Event layout, the Name field should allow to select selection of more than five (5) Contacts.
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If you want to display all the event record types in the calendar component, do not put any value in the Calendar Event Record Types field. Leave Please leave it blank.
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PosiEd Value Mapping
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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.
Reference: https://alphasys.atlassian.net/browse/E2-845
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.
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)
https://alphasys.atlassian.net/browse/E2-2096 (Employee Role ID)
After Jenelyn have has pushed the account fields into the new Org. Check in the Org if the fields are displayed (Contact/Person Account), the filters are assigned, the tabs are there, etc. (Review it based on the SS below)
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