Log-in as a Staff Member.
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Objects |
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Wellbeing Observation |
Wellbeing Involvement |
Wellbeing Action |
[PosiEd] Mark a Roll
Allows the user to mark a roll of any class.
Objects |
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Session |
Account (Lookup) |
Bell Time (Lookup |
Asset (Lookup |
Event |
Cohort Session |
Cohort |
Subject Offering |
Timetable Structures |
Products |
Bell Times |
Absence Submission |
Timetable Periods |
Absence Reason |
[PosiEd] Read Day Attendance
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Allows the user to view all school accounts in the org.
Objects |
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Account (School) |
Kiosk Definition (Lookup) |
Timetable Structure |
External System Connection |
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Allows the user to view all student accounts in the org.
Objects |
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Account (Students) |
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Objects |
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Kiosk Definition |
Kiosk Reasons |
[PosiEd] Read Cohort
This permission set allows users to view the Cohort.
Objects |
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Cohort |
Cohort Member |
Cohort Schedule |
Cohort Schedule |
[PosiEd] PosiEd Logs
Objects |
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PosiEd Logs |
Permission Set Groups
Add each permission set to each designated permission set group.
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This will be the base permission for users of General Admin Staff users.
[[PosiEd] Edit Accounts
[PosiEd] Attendance
[PosiEd] Create Cohort/Members/Edit Cohorts
[PosiEd] Attendance Managementnt
[PosiEd] Mark a Roll
[PosiEd] Edit Cohort/MembersRead Cohort
[PosiEd] Read School Accounts
[PosiEd] Read Student Accounts
[PosiEd] PosiEd Logs
[PosiEd] Admin Leader
This will be the base permission for users of Admin Leader.
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[PosiEd] Attendance Management
[PosiEd] Create Cohort/Members Edit Cohorts
[PosiEd] Edit Cohort/MembersCreate/Edit Kiosk Definition
[PosiEd] Create/Edit Timetable Structures
[PosiEd] Create/Edit Kiosk DefinitionEdit Accounts
[PosiEd] Log Wellbeing Observation
[PosiEd] Mark a Roll
[PosiEd] Read Cohort
[PosiEd] Read School Accounts
[PosiEd] Read Student Accounts
[PosiEd] PosiEd Logs
[PosiEd] Enrolment Staff
This will be the base permission for users of Enrolment Staff users
[PosiEd] Edit Accounts
[PosiEd] PosiEd Logs
[PosiEd] Mark a Roll
[PosiEd] Create Read Student Accounts
[PosiEd] Teaching Staff
This will be the base permission for users of Primary Teaching Staff and Secondary Teaching Staff users.
[PosiEd] Read Day Attendance[PosiEd] Mark a Roll
[PosiEd] Read School Accounts
[PosiEd] Read Student Accounts
[PosiEd] Read Cohort
Assignments
Assign School Personnel profile to all users with roles.
Assign Teaching Staff permission set group to all users with Primary Teaching Staff and Secondary Teaching Staff roles.
Assign Admin Staff permission set group to all users with Admin Staff role.
Assign Admin Leader permission set group to all users with Admin Leader role.
Assign Enrolment Staff permission set group to all users with Enrolment Staff role.
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Automations Required for Sharing Rules Multi-School Setup
Not available yet
Sharing Rules
Account Sharing Rules
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Asset Sharing Rules
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Cohort and Cohort Assessment Sharing Rule
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Day Attendance Sharing Rules
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Kiosk Definition and Kiosk Reason Sharing Rules
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Session Sharing Rules
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PosiEd Log Sharing Rules
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Wellbeing Involvement Sharing Rules
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Design Considerations
Formula field is not supported in sharing rules
We can't use relationship fields in sharing rules
We can't use multi picklist in sharing rules
We can create a boolean formula field on an object where we can check if the logged-in user has the same school code on the viewed record but we don't have a way to get the updated value of that formula field when being recalculated
We could create a trigger on the same object to get the value of the formula field and duplicate that value to a text field but the record should fire an update action - which is not ideal.
We can only reference one public group in a single-sharing rule
This means we can't set both grade level and school public groups in one setup. If we create a sharing rule for a specific grade level that means it will enable all user under that public group to see records only in their designated level regardless of what school. If we create a sharing rule for a specific school this means all users can see data related to that school regardless of what grade level. We can only choose one or the other, not both.
We can only set a maximum of two restriction rules per object.
This means that it is not recommended to utilize this feature if a certain organization has more than 2 schools.
Restriction only supports one criteria and only supports limited field data types.