Push CI/CD baseline script - PosiEd

The CI/CD process currently performs the following actions.

Guide contents 

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

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).

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

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