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The CI/CD process currently performs the following actions.

Guide contents 

Summer ‘23: enable OAuth Username by going to Setup > OAth and OpenID Connect Settings > AllowAuth Username-Password Flows > toggle On

Note: Do this after doing the Pre-Config Steps and the Installation of the latest package. 

  • Sessions

    • Add the markRollMobile and markRoll components to the Session record page under the Mark Roll tab and put a filter based on the screenshot below. 

Timezone Setup

Make sure the Default Timezone and Locale in the Org are set up as AU/Sydney.

Go to the User icon > Settings > Advanced User Details >

  • Time Zone = (GMT+10:00) Australian Eastern Standard Time (Australia/Sydney)

  • Locale = English (Australia)

Setup > Company Settings > Company Information

  • Default Locale = English (Australia)

  • Default Time Zone = (GMT+10:00) Australian Eastern Standard Time (Australia/Sydney)

Assets Object (Profile)

Make sure to update the Assets Profile before doing the Publish Rooms through Edval. 

Check if the page layouts are assigned correctly. 

Setup > Profile > System Administrator > Object Settings > Assets > Edit

Contacts/Student Record

Check the picklist values below if they are added in the Current Grade Level field under the Contact and Student Record objects. (These values are needed for the Edval publishing process).

Generate Calendar/Attendance

Generate Calendar and Generate Attendance buttons 

The Generate Calendar and Generate Attendance buttons should be added/displayed in the layouts below.  

  • Cohort object layout- Generate Calendar button 

  • Session object layout- Generate Attendance and Edit Session buttons 

Cohort layout

Session layout

Event Records Creation 

Config Steps before doing the Generate Calendar 

Note: The Org should be an Enterprise Org for this to work. It should be a Summer’23 Org 

Resource: Maximize Your Productivity with Calendar Enhancements 

Absence Submission Utility Bar

When adding an Absence Submission utility bar, you need to create a new Application. 

Go to Setup > App Manager > New Lightning App > Utility Items > add the Absence Submission component for the utility item as follows:

Name: Posi Attendance
Tabs: 

  • Home 

  •  Absence Submission 

  • Day Attendance

    • Create a Listview named “Today’s Day Attendance”

      • Filter:

        • Date = TODAY

        • Exception Status = Yes, Resolved, No Exceptions

Generate Attendance and Day Attendance Batch (Setup)  

Generate Day Attendance Batch

Set up the Generate Day Attendance Batch. Follow the steps below.  

Go to Setup > Flows > New Flow > Schedule-Triggered Flow > Create

Set the Schedule  

  • Start Date: Current Date 

  • Start Time: 4:00 am 

  • Frequency: Daily

Click the plus (+) icon > Action > search Batch Class Caller 

  • Action: Batch Class Caller 

  • Label: GenerateDayAttendanceBatch 

  • API Name: (automatic population) 

  • Include: Toggle (far right) 

  • Batch Class: DayAttendanceGenerationBatch

Save and Activate.

Go to Setup > Process Automation Settings > setup the Default Workflow User.

Generate Attendance Batch

Go to Setup > Flows > New Flow > Schedule-Triggered Flow > Create 

Set the Schedule  

  • Start Date: Current Date 

  • Start Time: 5:00 am 

  • Frequency: Once

Click the plus (+) icon > Action > search Batch Class Caller 

  • Action: Batch Class Caller 

  • Label: Generate Attendance Batch 

  • API Name: (automatic population) 

  • Include: Toggle (far right) 

  • Batch Class: GenerateAttendanceBatch

Save and Activate.

Go to Setup > Process Automation Settings > setup the Default Workflow User.

Objects Unmanaged Package Setup

These items are unmanaged packages and are part of the CI/CD baseline script. You can ask someone from the Dev team to push this into your Org for an easier process. See the link below.

/wiki/spaces/~641d437d407493675d47acc3/pages/50823181

Person Account Layout 

Provide access to all the fields if it’s not displaying in the Org. Go to Profile > System Administrator > Object Settings > Contacts/Account 

Add these components based on the instructions below.

  1. Profile Component – (Person Account layout)

    1. Contact Field Sets to be manually setup:

      1. Setup > Object Manager > Contacts > Field Sets > Contact Profile Header

        1. Student ID

      2. Contact Profile Details

        1. Student Status 

        2. Phone

        3. Email

In the Contact object, add the fields in the Field Sets and review it in the Session layout (Session > Mark Roll tab- Profile section)

  • Mark Roll Accordion fieldset (remove the Email, Phone, and Last Name fields)

    • Academic Summary

    • Medical Summary

    • Pastoral Summary

image-20231227-053127.png

  • Make the Mark Roll tab the default tab when opening a Session record

  • Add these four (4) fields in the Session compact layout and assign the compact layout correctly:

    • Session Name

    • Date

    • Period

    • Primary Staff Member

    • Primary Location

Subjects 

All Subjects Fields to Display:

  • Subject name

  • Subject code

  • Grade levels

  • Mark roll

  • Department

  • Educational institution

Absence Submissions 

All Absence Submissions Fields to Display:

  • Absence submission ID

  • Submitted when

  • Student

  • Reason

  • Submitted by

  • Educational institution

Subject Offerings 

All Subjects Offering Fields to Display:

  • Subject offering name

  • Subject code

  • Grade levels

  • Department

  • Educational institution

  • Timetable structure

  • Timetable term

  • Mark roll

Cohorts 

Create a Cohort list view for the licensed teachers.

Cohorts Teachers Filter:

  • Primary Staff Member equals Andrew Allman/Bao Tram/ Michael Aitken 

Cohorts Primary School Filter: 

  • Timetable Structure equals 2023PS

PosiEd Logs 

Create a list view called “Today’s PosiEd Logs”  

Filter: Created Date equals TODAY

All PosiEd Logs Fields to Display:

  • Posi Ed ID

  • Created date

  • Source

  • Description

  • Details

Events 

Create a Compact layout and add the following fields:

  • Subject

  • Name

  • Location

  • Start

  • End

Assign each of the record types to it.  

Accounts Compact Layout 

Update the compact layout to all Account record types 

  • Person Account  

    • Setup > Person Account > Compact Layout > New > Choose the fields (Account Name, Title, Phone, Email) > Compact Layout Assignment > Assigned 

  • House/Department/Education Institution 

    • Setup > Account > Compact Layout > New > Choose the fields (Account Name, Phone, Parent Account) > Compact Layout Assignment > Assigned

Assessment Group

Add a tab called Component Results under the Assessment Group object. 

Events

Manually create Event page layouts:

  • Learning Task 

  • Check-In Layout 

  • Check Out Layout 

  • Sign In Layout 

  • Sign Out Layout 

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