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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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  1. Manually add the missing field based on the SS below.

    1. School Account Layout

  2. Activate the Account Record Page

    1. 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

    2. Add the

  3. 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) 

    1. The PosiEd State field should have a value (this is for the Student Record- Form and Current Grade Level fields population)

      1. PosiEd State = Subscriber

Other Record Pages

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(PosiEd EDC package)

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Person Account (PosiEd Contact Page)

  1. Manually display the Person Account fields in the layout. Please check the link below for the final layout.

    1. PosiEd Contact Page | Person Account

  2. Manually display the PosiEd Calendar Component under the Calendar tab

    1. 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

  1. Person Account (PosiEd Contact Page)

    1. Please check the link below for the final layout.

      1. PosiEd Contact Page | Person Account

  2. Department (Department Record Page)

    1. Manually add the missing fields, please see the link belowPlease check the link below for the final layout.

      1. Department Account Layout

    2. 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)

  3. Manually add the missing fields, please see the link below.

    1. House Account Layout

    4. 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

  4. House (House Record Page)

    1. Please check the link below for the final layout.

      1. House Account Layout

  5. Grade (Grade Record Page)

    1. Manually create the record pagePlease check the link below for the final layout.

      1. Grade Record Page

  6. Billing (Billing Record Page)

    1. In Progress

Accounts Compact Layout 

Update the compact layout to all Account record types 

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  • 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

      image-20240717-054415.pngImage Removed

    • Also, add the New Event: Appointment button.

      image-20241231-035828.pngImage Added

      image-20240717-054700.png

  • Account - Create ACARA Student Background Report button

    • Account > School Record Page > Edit Page > Add the button to the layoutthe 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 tab

  • Cohort Schedule 

  • Cohort Session 

    • Manually add the Related tab. See SS below.

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  • Cohort Member

    • Check Profile access (assigned 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

      Profile access (assign the record types) 

  • Cohort Schedule Connection 

  • Absence 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.

      image-20240717-053655.pngImage Removed

      • 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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  • +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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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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  1. Manually update the Actions (Buttons) in each of the Cohort Schedule Connection record types under the Cohort Schedule record page

    1. Go to Setup > Object Manager > Cohort Schedule > Lightning Record Page > Edit > Connections tab

      1. New Staff

      2. New Location 

      3. New Resource 

  2. 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

  1. For the Profile Component fields

    1. Contact Profile Header

      1. Student ID

    2. Contact Profile Details

      1. Gender

      2. Student Status 

      3. Phone

      4. Email

      5. House

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  1. For the Session layout (Session > Mark Roll tab- Profile section)

    1. Mark Roll Accordion fldset

      1. Drag and drop the fields you want to display in the Session Mark roll.

        image-20240620-032610.pngImage Removed

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

  1. For the Profile Component fields

    1. Contact Profile Header

      1. Student ID

    2. Contact Profile Details

      1. Gender

      2. Student Status 

      3. Phone

      4. Email

      5. House

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  1. For the Session layout (Session > Mark Roll tab- Profile section)

    1. Mark Roll Accordion fldset

      1. Drag and drop the fields you want to display in the Session Mark roll.

        image-20240620-032610.pngImage Added

Kiosk Profile - Object and Fields Access

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  1. Fields = Owner ID

    1. Operator = not equal to

    2. 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

School Personnel Profile Permission Access Configuration

School Personnel Profile Permission Access