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Guide contents 

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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 doing the Pre-Config Steps and the Installation of the latest package.  

Cohort Member

  • Check Profile access (assigned record types) 

  • 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)

  • 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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  • Home 

  •  Absence Submission 

  • Day Attendance

    • Create a Listview named “Today’s Day Attendance”

      • Filter:

        • Date = TODAY

        • Exception Status = Yes, Resolved, No Exceptions

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Generate Day Attendance Batch

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

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

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Objects Unmanaged Package Setup

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

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Ask Juliver to push the Single Calendar component into the Org and push the tickets below 

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https://alphasys.atlassian.net/browse/E2-1061 (Calendar Hours Display Range) 

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Configure the Experience Cloud for the Single Calendar component first before pushing this into the Org 

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Automation to populate Contacts 

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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) 

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These items are all part of the unmanaged package. You can ask someone from the Dev team to push this into your Org for an easier process. See the link below.

Unmanaged Items Deployment

Person Account Layout 

Provide access to all the fields if it’s not displaying in the Org. Go to Profile > System Administrator > Object Settings > Contacts/Account 

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

    • Session Name

    • Date

    • Period

    • Primary Staff Member

    • Primary Location

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  • Subject offering name

  • Subject code

  • Grade levels

  • Department

  • Educational institution

  • Timetable structure

  • Timetable term

  • Mark roll

Cohorts 

Create Cohorts a Cohort list view for the licensed teachers.

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

Cohorts Primary School Filter: 

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  • Person Account  

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

  • House/Department/Education Institution 

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

Assessment Group

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Manually create Event page layouts:

  • Learning Task 

  • Check-In Layout 

  • Check Out Layout 

  • Sign In Layout 

  • Sign Out Layout