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Feature Name
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Comment
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Link
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SCHOOLS
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Set Educational Institution Record Type custom setting
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Set this to the record type you wish to use for the Educational Institution record type. This can be EDC's Edu Inst value or a custom record type.
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Review School Account fields and Page Layouts
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Set this to the record type you wish to use for the Educational Institution record type. This can be EDC's Edu Inst value or a custom record type.
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Review the filter of the Schools listview under Accounts tab
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Review Grade Levels global picklist
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Review Attendance Status global picklist
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REPEAT THE FOLLOWING FOR EACH SCHOOL
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Create an Account and complete school contact details
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Assign a unique School Code
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Set Mark Roll Defaults
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Set PosiEd State
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Set up Timetable Structure (see below) and assign Default Timetable Structure
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Configure timetable management application
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If you are using Edval, Edval Daily or a similar timetable management product then follow instructions to configure this software and establish data transfer with PosiEd.
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TIMETABLE STRUCTURE
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Review Periods global picklist
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Review Days global picklist
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Create Timetable Structure record
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Set School Year value
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Set Weeks in TT Cycle and TT Days Per Week
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Set Day Start and Day End times
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Review Bell Times spreadsheet and data load values (Publish Bell Times)
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Review Date Map spreadsheet and data load values (Publish Calendar - not yet complete)
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Set Timetable Terms records
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Review Timetable Period spreadsheet and data load values
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Assign Timetable Structure to Educational Institution and assign Education Institution's Default Timetable Structure
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DEPARTMENTS
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Create Department Account record type and set Department Record Type custom setting
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Set this to the record type you wish to use for the Department record type.
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Review Department Account fields and Page Layouts
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Review the filter of the Departments listview under Accounts tab
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Set up or data load Departments and link them to School accounts
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HOUSES
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Create House Account record type and set House Record Type custom setting
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Set this to the record type you wish to use for the House record type.
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Review House Account fields and Page Layouts
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Review the filter of the House listview under Accounts tab
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Set up or data load Houses and link them to School accounts
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SUBJECTS
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Review Subject fields and Page Layouts
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Set up or data load Subjects and link them to School accounts
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SUBJECT OFFERINGS
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Review Subject Offering fields and Page Layouts
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Set up or data load Subject Offerings and link them to School accounts
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STUDENTS
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Review Student Account fields and Page Layouts
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Review the filter of the Students listview under Accounts tab
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Review Student Record fields and Page Layouts
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Review Student Account and Student Record automations
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Set up Student Icon resources
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Create automations to assign Student Icons
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Configure Student Profile component and field sets (Contact Profile Details fieldset on Contact object)
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Configure Mark Roll Accordion component (Mark Roll Accordion Fldset fieldset on Contact object)
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Set up or data load Student Accounts & Student Records and link Student Account to School accounts via Primary Educational Institution (Publish Students)
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STAFF MEMBERS
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Review Staff Account fields and Page Layouts
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Review the filter of the Staff listview under Accounts tab
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Review Employee Role fields and Page Layouts
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Review Employee Role and Staff Account automations
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Review Employee fields and Page Layouts
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Review Employee Role and Employee automations
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Review Employee Role and Users automations
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Set up or data load Staff Accounts and Employee Role data (Publish Staff)
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Create User records, set Salesforce Licenses and assign Employee Role User values for each staff member
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Set up Teaching Staff User permissions (base on Cohort Member records)
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Set up general Staff User permissions
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CARERS
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Review Carers Account fields and Page Layouts
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Review the filter of the Carers listview under Accounts tab
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Review Student Comms fields and Page Layouts
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Set up or data load Carer Accounts data
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Set up or data load Student Accounts Comms data
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LOCATIONS
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Review Location Asset fields and page layouts
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Set up or data load Location data (Publish Rooms)
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RESOURCES
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Review Resource Asset fields and Page Layouts
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COHORTS
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Review Cohort Types
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Review Cohort fields and page layout
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Set up or data load Cohorts data (Publish Classes)
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Set up or data load Cohort Members data (Publish Class Memberships)
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Set up or data load Timetable data (Publish Timetable/Publish Daily Data)
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Review cocurricular and extracurricular Cohort requirements
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Review excursion Cohort requirements
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CALENDAR AND CALENDAR GENERATION
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Set Calendar Event Record Types custom setting
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Set Default Calendar View custom setting
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Set Expand Calendar Cell Height custom setting
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Generate Calendar either or individual Cohorts or in bulk
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Check Student Timetable component
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ATTENDANCE AND ATTENDANCE GENERATION
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Set Days To Generate Attendance Records custom setting
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Set Delete Existing Attendance Records custom setting
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Set Generate Attendance Batch Size custom setting
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Set Generate Attendance Start & End Date custom settings
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Generate Attendance either on individual Sessions or in bulk
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Check Student Calendar component
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Review Day Attendance Exception automation what is name???
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Define and develop Attendance Exception management process
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Define and develop rules for setting Compare with Day Attendance on Sessions
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ABSENCE SUBMISSIONS
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Review Absence Submission fields and page layout
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Review Absence Submission Reason values
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Define Absence Submission approval process
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Review internal Absence Submission form
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Review Carer Portal Absence Submission form
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BATCH JOBS
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LIST OF JOBS
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Generate Day Attendance
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Generate Attendance
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Day Attendance Summary calculation automation
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CARERS PORTAL
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Define and create Carers Portal
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Implement Absence Submission form
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Implement Student Calendar component
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Assign Users records to Carer Accounts and allocate Experience Cloud licenses
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Set up Carer User permissions
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STUDENTS PORTAL
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Define and create Students Portal
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Implement Student Calendar component
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Assign Users records to Student Accounts and allocate Experience Cloud licenses
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Set up Student User permissions
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CHECK IN/OUT KIOSK
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Review and customise kiosk component
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Deploy component on locked down mobile devices
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SIGN IN/OUT KIOSK
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Review and customise kiosk component
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Deploy component on locked down mobile devices
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Events
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Review Events record types, fields and page layouts
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EDC
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Review Term objects and synching
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Review Subject Offering and Cohort objects and synching
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In this section
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