Student record/Person Account Automations
In many Posi Ed implementations, third party products such as the EdVal timetabling system may be used in combination with Posi Ed. In some cases, data will be pushed from EdVal into Posi Ed and in other cases data will flow in the reverse direction.
The Posi Ed state value on the Account record (insert link to this setting) defines whether Posi Ed is acting as a Subscriber i.e. receiving data from an external platform, or as a Publisher i.e. sending data to an external platform.
Provided with your Posi Ed package are unmanaged automations on the Contact/Person account and the student record objects which use the Posi Ed state settings, define how data will be transferred up or down the latter.
For example, if you wish to populate Posi Ed using student contact data from EdVal, you would set the Posi Ed state to Subscriber and then use the Publish Students LIASS API call to populate the student record object with student data. The automations on the student record object will then create and/or update contact records for each of these students.
Alternatively, if Posi Ed is the master source of data and you wish to push data to an external application, then set the Posi Ed state to Publisher. In this case any relevant changes of data on the Contact record e.g. updating a name, phone number or email will be pushed by an automation to the Student record. From here they will be picked up by the LISS Get Students API call.
Note that these automations have been provided as unmanaged code to allow the client to customise and meet their own requirements. For example, your school might have different standards with regards to fields such as third name, nickname and legal name etc. Posi Ed allows you to define these fields for yourself on the contact/account objects and extend the automations to ensure they are populated to and from the student record as required.
A few things to note:
You may need to modify the translation of year level values if there is a discrepancy between the external system and Posi Ed. For example one system may say Grade 7 and the other might say Year 7. This is generally handled through a field on the Grade Level sequence object (this object has not been included in the package and we may use a different approach – this doco may need to be updated). Or it might require a manual translation through these automations
Here is some information on the automations: