Before doing the Publish Process through Edval and Edval Daily, you first need to Data Load multiple CSV files to your Org.
Install the PosiEd package into the SF Org.
CSV Files should be imported into your SF Org in this order:
Import Accounts
Account records should be based on the Edval file
Educational Institutions – with School Code
Houses
and Departments
Import Timetable Structure
Linked to the Educational Institution record
Import Timetable Term
Linked to the Timetable Structure
Import Date Maps
Linked to the Timetable Structure
Please ensure that all grade levels of the school are set up correctly to prevent any data issues during the publishing process, particularly regarding the other grade levels, such as Meetings.
Import Subjects
The Subject Code will be based on the Edval etz file
Linked to the Educational Institution
Linked to the Department
Active= TRUE
Import Subject Offerings
Linked to the Subject, Educational Institution, Department, Timetable Structure, and Term
Grade Level - must be populated
Active = TRUE
Updating Subject Offerings for the New School Year
Before importing Subject Offerings for the new school year, you must update the previous year's Subject Offerings to inactive.
Import Timetable Period
Linked to the Timetable Structure
Sample CSV Files
Review the data imported in the SF Org.
After importing the Demo Data (CSV Files), you can now start the Publish process.
