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 installing the latest package.
Enable Communities
Enable If the Experience Cloud Communities is not yet enabled in the Org, enable it by going to
Setup > Digital Experiences > Settings > tick Enable Digital Experiences > click Save
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Manually add the missing field based on the SS below.
Activate the Account Record Page
Look for the School Record Page > click Edit > click Activation > Go to App, Record Type, and Profile tab > Click Assign to Apps, Record Type, and Profiles > choose the Lightning App where you want the record page to be visible/accessible > Next > choose the School record type > choose the Profile (System Administrator) > Next > Save
Add the
School setup: Go to App Launcher > Search Account > click New > create School record and put a School Code (Display School Code in the layout if it’s not yet there)
The PosiEd State field should have a value (this is for the Student Record- Form and Current Grade Level fields population)
PosiEd State = Subscriber
Other Record Pages
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(PosiEd EDC package)
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Person Account (PosiEd Contact Page)
Manually display the Person Account fields in the layout. Please check the link below for the final layout.
Manually display the PosiEd Calendar Component under the Calendar tab
Go to Setup > Object Manager > search for the Object > Lightning Record Page > click the PosiEd Contact Page > Clone/Edit > click Save > click Activate > click Assign as Org Default button > choose Desktop > click Next > click Save
Just like the School Record Page, activate the remaining Account Records pages below.
After updating/opening the record page, go to App, Record Type, and Profile tab > Click Assign to Apps, Record Type, and Profiles > choose the Lightning App where you want the record page to be visible/accessible > Next > choose the record type for the specific record page you opened > choose the Profiles (E.g. System Administrator/School Personnel) > Next > Save
Person Account (PosiEd Contact Page)
Please check the link below for the final layout.
Department (Department Record Page)
Manually add the missing fields, please see Please check the link below for the final layout.
Go to App, Record Type, and Profile tab > Click Assign to Apps, Record Type, and Profiles > choose the Lightning App where you want the record page to be visible/accessible > Next > choose the Department record type > choose the Profile (System Administrator) > Next > Save
House (House Record Page)
Manually add the missing fields, please see the link below.
Go to App, Record Type, and Profile tab > Click Assign to Apps, Record Type, and Profiles > choose the Lightning App where you want the record page to be visible/accessible > Next > choose the House record type > choose the Profile (System Administrator) > Next > Save
Grade (Grade Record Page)
Manually create the record page.
Billing (Billing Record Page)
Accounts Compact Layout
Update the compact layout to all Account record types
Person Account
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House (House Record Page)
Please check the link below for the final layout.
Grade (Grade Record Page)
Please check the link below for the final layout.
Billing (Billing Record Page)
In Progress
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, Primary Educational Institution, Current Grade Level, Student ID > Compact Layout Assignment > Person Account > Assigned
House/Department/Education Institution
Setup > Account > Compact Layout > Account Compact Layuout > Choose the fields (Account Name, Primary Educational Institution, Current Grade Level, Student IDPhone, Website) > Compact Layout Assignment > Person Account compact layout > Assigned
House/Department/Education Institution
Setup > Account > Compact Layout > Account Compact Layuout > Choose the fields (Account Name, Phone, Website) > Compact Layout Assignment > Account compact layout > Assigned
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Assigned
Accounts' Buttons Setup
Account - Add to New Cohort & Send Communication buttons
Set up > Account > List View Button Layout > Click Edit > Add the Add to New Cohort & Send Communication buttons > Save
Also, add the New Event: Appointment button.
Account - Create ACARA Student Background Report button
Account > School Record Page > Edit Page > Add the button to the layout if it’s not yet added.
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Object Lightning Record Pages (Manual Activation)
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Contact
Student Comms
Student Recognition
Check Profile access (assign the record types)
Student Record
Add “Graduated” to the Current Grade Level field picklist value
Setup > Picklist Values > Grade Level
Student Attribute
Check Profile access (assigned assign the record types)
Kiosk Definition
Kiosk Reason
Bell Times
Date Maps
Day Attendance
Manually display the PosiEd Calendar Component on the right side of the screen.This is for the checking of the Day Attendance field updates
Setup > Change Data Capture > Event
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Timetable Structure
Timetable Period
Timetable Term
Cohort
Manually display the PosiEd Calendar Component under the Calendar tabCohort Schedule
Cohort Session
Manually add the Related tab. See SS below.
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Cohort Member
Check Profile access (assigned assign the record types)
Cohort Schedule Connection
Absence Submissions
Manually display the PosiEd Calendar Component on the right side of the screen.
Remove all of the standard buttons
Go to Setup > Absence Submission > List View Button Layout
Absence Reasons
Assessment
Assessment Component
Assessment Component Result
Assessment Submission
Absence Reasons
Assessment
Assessment Component
Assessment Component Result
Assessment Grade
Assessment Group
Assessment Grade Scale
Assessment Group Cohort
Assessment Group Component
Assessment Group Reporting Period
Assessment Reporting Period
Assessment Result
Learning Component
Cohort Assessment
Employee Role
External System Connection
Wellbeing Involvement
Manually add the missing fields in the layout based on the SS below.
Wellbeing Observation field > display the following
Category
Session
Description
Level
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Wellbeing Observation
Wellbeing Action
Check Profile access (assigned assign the record types)
PosiEd Logs
All PosiEd Logs- Listview Fields to Display:
Posi Ed ID, Created date, Source, Description, Details
Assets
Check Profile access (assigned assign the record types)
Manually display the PosiEd Calendar Component under the Calendar tab.
All Locations and All Resources- Listview Fields to Display:
Asset Name, Campus, Asset Type, Capacity, and Account Name
Subject
All Subjects - Listview Fields to Display:
Subject nameName, Subject codeCode, Grade levelsLevels, Mark rollRoll, Department, Educational institutionInstitution
Subject Offering
All Subjects Offering - Listvew Fields to Display:
Subject offering nameOffering Name, Active, Subject codeCode, Mark Roll, Grade levelsLevels, Department, Educational institution, Timetable structure, Timetable term, Mark roll
Sessions
Set the Session Compact Layout as the Primary
Object Manager > Sessions > Compact Layout > Compact Layout Assignment
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Default Locale = English (Australia)
Default Time Zone = (GMT+10:00) Australian Eastern Standard Time (Australia/Sydney)
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School Timezone
To set the school timezone, please enter the appropriate timezone in the school account.
Go to School Account and select the timezone.
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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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Calendar End Hour = 20:00 or 22:00
Calendar Event Record Types = (Event record types)
Calendar Start Hour = 07:00 or 04:00
Days to Generate Attendance Records = 30
Default Calendar View = timeGridFourDay (equal to Work Week in the Calendar view)
Default Days Available
Delete Existing Attendance Records = TRUE
Department Record Type = (Department Record Type ID)
Display Events w/out record type = (If TRUE, display all events that don’t have record types)
EDC Enabled (When Publish Classes API is called)
The Cohort records will automatically be linked to the Subject Offering, whether you tick or untick the EDC Enabled tickbox.
Expand Calendar Cell Height = TRUE
Generate Attendance Batch Size = 5
Generate Attendance End Date = 29/12/2028
Generate Attendance Start Date = 22/5/2023
House Record Type = (House Record Type ID)
Kiosk Base URL = (Kiosk URL)
Student Attribute Record Type ID
Disability Record Type = Disability Record Type ID)
Immunization Record Type = (Immunization Record Type ID)
Medical Condition Record Type = (Medical Condition Record Type ID)
Medical Permission Record Type = (Medical Permission Record Type ID)
Proficiency Record Type = (Proficiency Record Type ID)
Mark Roll Sort By Last Name = TRUE (If you want the student’s name in the Session to be sorted alphabetically by last name, if disabled, it will be sorted alphabetically by First Name.)
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QR Code Generator URL = any QR Code generator link you prefer with the same functionality as this recommended QR code Generator https://api.qrserver.com/v1/create-qr-code/?data=
Default Profile Id = populate this with the Profile you want for the User that will be created every time an employee role record is created.
The profile assigned upon user creation will be determined by the value specified in the Default Profile Id field of the custom settings.
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 it blank.
If you want to display a specific event record type in the Calendar component, put the Event record type in the Calendar Event Record Types field in the PosiEd Custom Setting. If you put multiple record types, make sure that those values are separated by semi-colon.
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PosiEd Value Mapping
This section is for the Student Record automation.
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Manually update the Actions (Buttons) in each of the Cohort Schedule Connection record types under the Cohort Schedule record page
Go to Setup > Object Manager > Cohort Schedule > Lightning Record Page > Edit > Connections tab
New Staff
New Location
New Resource
Check to see if the buttons are assigned correctly (Profiles and Layouts)
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After that, go to Users > look for the user > click login
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Generate Calendar buttons
The Generate Calendar button should be added/displayed in the layout below.
Cohort object layout- Generate Calendar button
Cohort layout
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Session Creation
After running the Generate Calendar, it will create Session records. The Session records' Compare with Day Attendance field should be TRUE. This is for the updating of the Day Attendance record for each of the students.
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click login
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Generate Calendar buttons
The Generate Calendar button should be added/displayed in the layout below (This is if you will manually generate the calendar (Session) in each Cohort record.
Cohort object layout- Generate Calendar button
Cohort layout
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Contact Field Sets
Provide access to all the fields if it’s not displaying in the Org. Go to Profile > System Administrator > Object Settings > Contacts
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Field Sets
Contact Profile Header
Where is this used? = Profile Component
Contact Profile Details
Where is this used? = Profile Component
Mark Roll Accordion fldset
Where is this used? = Mark Roll Accordion in Session
Setup > Object Manager > Contact > Field Sets
For the Profile Component fields
Contact Profile Header
Student ID
Contact Profile Details
Gender
Student Status
Phone
Email
House
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For the Session layout (Session > Mark Roll tab- Profile section)
Mark Roll Accordion fldset
Drag and drop the fields you want to display in the Session Mark roll.
Kiosk Definition
Give READ access to the object’s field permission and assign the record type.
Go to Setup > Profiles > Object Manager > Kiosk Definition
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Kiosk Reason
Give READ access to the object’s field permission and assign the record type.
Go to Setup > Profiles > Object Manager > Kiosk Reason
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Contact > Field Sets
For the Profile Component fields
Contact Profile Header
Student ID
Contact Profile Details
Gender
Student Status
Phone
Email
House
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For the Session layout (Session > Mark Roll tab- Profile section)
Mark Roll Accordion fldset
Drag and drop the fields you want to display in the Session Mark roll.
Kiosk Profile - Object and Fields Access
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Fields = Owner ID
Operator = not equal to
Value = Kiosk Guest User Profile ID
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Sharing Settings > Account Sharing Rules
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Field = Owner ID
Operator = not equal to
Value = Kiosk Guest User Profile ID
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Sharing Settings > Kiosk Reason Sharing Rules
Field = Owner ID
Operator = not equal to
Value = Kiosk Guest User Profile ID
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Sharing Settings > Day Attendance Sharing Rules
Field = Owner ID
Operator = not equal to
Value = Kiosk Guest User Profile ID
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Sharing Settings > Session Sharing Rules
Field = Owner ID
Operator = not equal to
Value = Kiosk Guest User Profile ID
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Sharing Settings > User Sharing Rules
Field = Profile ID
Operator = not equal to
Value = Kiosk Guest User Profile ID
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Sharing Settings > User = Public Read Only
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DPE Configuration for Search Description in Contact- PosiEd
DPE Update Cohort Status
DPE Update Cohort Status - PosiEd
Setting up Translation Workbench
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/wiki/spaces/~641d437d407493675d47acc3/pages/164528149
Day Attendance Expected Times Set up
Day Attendance Expected Times Set up - PosiEd