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Educational Institution (School)
Department
House
Billing
Each of these record types except Billing has a custom setting associated with it, in which you can define the ID of the record type you have created for your org. For example, if you wish the Educational Institution record type to be ‘School’, create a record type called ‘School’ and set this record type ID in the Educational Institution Record Type custom setting.
Custom Settings can be accessed through Setup > Object Manager > Custom Settings > PosiEd Settings. Clients are able to define whatever other account records types as they wish, however as a minimum you should define these record types in order to support a variety of PosiEd functions.
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Page layouts
In general most clients will prefer custom page layouts for each of the account record types they define. By default a PosiEd implementation will be delivered with page layouts for each of the provided record types outlined. Clients can modify these as they require, however it should be noted there are specific features on some page layouts which should be carried over from the suggested layouts, for example in the Educational Institution record type there is a Timetable tab that displays the Timetable Structure and related objects, while the Person account page layout includes certain packaged and unmanaged custom fields that may be helpful in a typical school environment.
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Fields
Field - School Code (Educational Institution Only)
The School Code field on a school Account record is particularly important if you are utilising the LISS interface. LISS data sources (and other functions) rely on the School Code value to identify which school data transfers will be impacted. School code values must be unique and must match the school codes in your external applications.
Field - Default Timetable Structure Structure (Educational Institution Only)
PosiEd allows you to associate multiple Timetable Structures to a single Educational Institution or school. For . At various times, for example, at the end of a school year it will be necessary to create a new Timetable Structure and associated data, generally prior to the following year.
While a school can have multiple active Timetable Structures, for example for primary and secondary schools operating out of the same school account - the LISS interface needs to know which of these timetables it should operate with, at any point in time.
For example, if you have a Timetable Structure established for 2023 2024 and at the end of this year you want to begin loading data for 20242025, the best method may be to:
ensure there are no active users in the system, then;
change the Default Timetable Structure to the 2024 2025 record
perform any LISS functions such as Publish Bell Times and Timetable etc
set the Default Timetable Structure back to 2023 2024 until the 2023 2024 timetable is complete.
Field - Mark Roll Defaults (Educational Institution Only)
The Mark Roll default setting allows you to define how a session knows whether marking the roll is required or not.
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None - The final option is to set the Mark Roll Default to None, which means neither of the above processes will execute when Sessions are created. Instead, all Sessions will be created with a Mark Roll status of Optional and you can employ your own custom automations to modify these values as required.
Field - PosiEd State (Educational Institution Only)
PosiEd is capable of working with third party applications such as EdVal and using the LISS API to either subscribe to data from EdVal or publish data to it.
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To prevent this situation, and to specify the Source “Source of TruthTruth”, a field on the Account object called PosiEd State has been introduced for use in the Educational Institution record type. If set to a value of Subscriber, then it is assumed that PosiEd is receiving data from an external source and will propagate updates up the tree of objects.
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