Page Comparison

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.  

• 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.

Cohort Schedule Connection 

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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/E2-993  

• https://alphasys.atlassian.net/browse/E2-791 (Session and Timetable Structure Layout) 

  • https://alphasys.atlassian.net/browse/E2-992  

• https://alphasys.atlassian.net/browse/E2-977 (School Record Page) 

  • https://alphasys.atlassian.net/browse/E2-994   

• 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)

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

   1. Timetable Component – Jenelyn (packaged)

   2. Profile Component – Aries(Person Account layout)

      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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• In the Session object, add the Cohort Session under the Related tab (Also display the related list fields columns: Cohort and Cohort Schedule 

• In the Contact object, add the fields in the Field Sets and review it in the Session layout (Session > Mark Roll tab- Profile section)

  • Mark Roll Accordion fieldset (remove the Email, Phone, and Last Name fields)

    • Academic Summary

    • Medical Summary

    • Pastoral Summary

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• Make the Mark Roll tab the default tab when opening a Session record

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• Add these four (4) fields in the Session compact layout and assigned the compact layout correctly:

  • Session Name

  • Date

  • Period

  • Primary Staff Member

  • Primary Location

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Subjects 

All Subjects Fields to Display:

• Subject name

• Subject code

• Grade levels

• Mark roll

• Department

• Educational institution

Absence Submissions 

All Absence Submissions Fields to Display:

• Absence submission ID

• Submitted when

• Student

• Reason

• Submitted by

• Educational institution

Manually add the Absence Schedule component between the Information and System Information section in the Absence Submission layout.

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Subject Offerings 

All Subjects Offering Fields to Display:

• Subject offering name

• Subject code

• Grade levels

• Department

• Educational institution

• Timetable structure

• Timetable term

• Mark roll

Cohorts 

Create Cohorts list view for the licensed teachers.

Cohorts Teachers Filter:

• Primary Staff Member equals Andrew Allman/Bao Tram/ Michael AItken 

Cohorts Primary School Filter: 

• Timetable Structure equals 2023PS

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Cohort Member

Manually add the Compact Layout for Staff and Students record types. Follow the SSs below.

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Manually add the record page called Cohort Session Record Page. Update the layout. 

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PosiEd Logs 

Create a list view called “Today’s PosiEd Logs”  

Filter: Created Date equals TODAY

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All PosiEd Logs Fields to Display:

• Posi Ed ID

• Created date

• Source

• Description

• Details

Events 

Create a Compact layout and add the following fields:

• Subject

• Name

• Location

• Start

• End

Assign each of the record types to it.  

Person Account 

Add Markbook and Markbook 1 tabs after the Calendar tab. 

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• Students

  • Filter: Student Status= Current

  • Display:

    • Account name

    • First name

    • Last name

    • Phone

    • Account record type

• All Academic Departments 

  • Filter: Account Record Type = Departments

  • Display:

    • Account name

    • Phone

    • Parent account

    • Account record type

• Carers

  • Filter: ?

  • Display:

    • Account name

    • Phone

    • First name

    • Last name

    • Account record type

• Staff

  •  Filter: Staff Status: Current

  • Display:

    • Account name

    • Phone

    • First name

    • Last name

    • Account record type

•  Schools

  • Filter: Account Record Type = Educational Institution

  • Display:

    • Account name

    • School code

    • Phone

    • Default timetable structure

    • Account record type

• Person Account - Edval App

  • Filter: Account Record Type = Person Account

  • Display:

    • Account name

    • First name

    • Last name

    • Email

    • Account record type

    • Primary educational institution

• House

  • Filter: Account Record Type = House

  • Display:

    • Account name

    • Phone

    • Parent account

    • Account record type

Accounts Compact Layout 

Update the compact layout to all Account record types 

• Person Account  

  • Setup > Person Account > Compact Layout > New > choose the fields (Account Name, Title, Phone, Email) > Compact Layout Assignmement > Assigned 

• House/Department/Education Institution 

  • Setup > Account > Compact Layout > New > choose the fields (Account Name, Phone, Parent Account) > Compact Layout Assignmement > Assigned

Posi Markbook app (unmanaged package)

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• Sample Filter: Record > Assessment Group Name > Contains > (Name of the Assessment Group record) 

Add a tab called Component Results under the Assessment Group object. 

• Assessment Group Example Scenarios 

• Assessment Group Component Results 

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For the Cohort Type field, update only the records that don’t have values populated.

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Manually create Event page layouts and assigned the layouts to specific record types. Fields that will be displayed in each layout should be based on the Data Dictionary (Ask Mike if this will be packaged) 

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