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Danica Ceballos

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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

If the Experience Cloud Communities is not yet enabled in the Org, enable it by going to

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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

  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

Department (Department Record Page)

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

  1. Department Account Layout

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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

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record type for the specific record page you opened > choose the

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Profiles (E.g. System Administrator/School Personnel) > Next > Save

  1. House (House Record Person Account (PosiEd Contact Page)

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

      1. House PosiEd Contact Page | Person Account 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 House record type > choose the Profile (System Administrator) > Next > Save

  2. Department (Department Record Page)

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

      1. Department Account Layout

  3. House (House Record Page)

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

      1. House Account Layout

  4. Grade (Grade Record Page)

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

      1. Grade Record Page

  5. 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 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

  • Timetable Term 

  • Cohort

  • Cohort 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 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:

      • Timetable structure, Timetable term, Mark rollSubject Offering Name, Active, Subject Code, Mark Roll, Grade Levels, Department, Timetable structure

  • Sessions

    • Set the Session Compact Layout as the Primary

      • Object Manager > Sessions > Compact Layout > Compact Layout Assignment

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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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