Markbook Configuration and Data Setup (K-12)

Owned by Jhetah Mae Leornas
May 01, 2024
4 min read

Markbook Stage 1

Assessment Component Creation and Entry (PosiEdK12)
Properties:

  • LWC API Name: componentAndAssessment

  • LWC Label: Assessment Component Creation and Entry (PosiEdK12)

  • Target Object: Assessment Group

Configuration:

  • Go to Object Manager > Assessment Group > Lightning Page

    • Edit the lightning page, drag and drop the LWC (Assessment Component Creation and Entry (PosiEdK12), and click Save.

Data Requirement:
Setup Assessment records (This will be displayed in the Table column section)

  • Go to Assessment Group record > Related tab > Assessment 

    • Create Assessment records. The following fields should have a value.

      • Assessment Group

      • Grade Scale

      • Set Order

      • Short Name

image-20240501-024150.png

Setup Assessment Group Component records (this will be displayed in the table row section)

  • Go to Assessment Group record > Related tab > Assessment Group Components

    • Create Assessment Group Component records. The following fields should have a value.

      • Assessment Group

      • Learning Component

      • Learning Component Name

      • Set Order

      • Short Name fields

      • Sort Order

image-20240501-023959.png

  • Refresh the page to see if the Markbook table gets constructed

After setting up the above scenarios, this will be the expected table layout.

Markbook Stage 2

Individual Assessment View (PosiEdK12)
Properties:

  • LWC Api Name: individualAssessmentViewMarkbook

  • LWC Label: Individual Assessment View (PosiEdK12)

  • Target Object: Assessment

Configuration:

  • Go to Object Manager > Assessment > Lightning Page

    • Edit the lightning page, drag and drop LWC (Individual Assessment View (PosiEdK12), and click Save.

Data Requirement:
When the record loads, columns are already loaded in the table. 
These are Assessment Component records of the Assessment's related tab.

Setup Cohort Data

  • Go to Assessment record > Related tab > Cohort Assessment

    • Create at least 2 cohort records

      • This serves as the picklist option for Cohort in the LWC

Setup Cohort Member Data (sample data for the table)

  • Create a Person Account record

    • Go to Cohort > Related tab > Cohort Member

    • Create a Cohort Member for each person account created

Setup Assessment Grade Scale

  • Click the record's Assessment Grade Scale

    • Go to Related > Assessment Grade > New

    • Sample Data: Grade: A, Order: 1, Threshold: 100

    • Create more sample data until order 5 with the appropriate grade, and threshold

    • Refresh the page to see if the Markbook table gets constructed

After setting up the above scenarios, this will be the expected table layout.

Markbook Stage 3

Assessment Group Results (PosiEdK12)
Properties:

  • LWC Api Name: assessmentGroupResults

  • LWC Label: Assessment Group Results (PosiEdK12)

  • Target Object: Assessment Group

Configuration:

  • Go to Object Manager > Assessment Group > Lightning Page > Edit the Lightning page

    • Create a new tab name: Assessment Group Results

    • Drag and Drop the LWC (Assessment Group Results (PosiEdK12), and Save.

Data Requirements:

Setup Cohort:

  • Go to Assessment Group record > Related tab > Assessment Group Cohorts (RL)

    • Create sample records with Cohort.

      • This serves as the picklist option for Cohort in the LWC

    • After the Cohort record creation, create Cohort Members for the Cohort you created.

  • Go to App Launcher > search Assessment Group

    • Create an Assessment Group record > Make sure to populate the Grade Scale field

      • The Grade Scale field will be used as a reference ID to grab all related Assessment Grade

Setup Reporting Period

  • Go to Assessment Group record > Related tab > Assessment Group Reporting Period (RL)

    • Create Sample Records

      • This serves as a picklist option for the Reporting Period in the LWC

    • The following fields should have a value.

      • Assessment Group (prepopulated by Default)

      • Report Card Component Template

      • Reporting Period

Setup Assessment Reporting Period

  • Go to the Assessment Group Reporting Period you created > click the value for the Reporting Period field > go to Related tab > look for the Assessment Reporting Period > click New to create a record > Put the Assessment that you want to include under the current reporting period

    • This serves as data columns on the right side

  • Refresh the page to see if the Markbook table gets constructed