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Account Record Pages - PosiEd
  • Rough draft

    • Account Record Pages - PosiEd

    Owned by Jhetah Mae Leornas
    Last updated: Dec 13, 2024
    8 min read

    Person Account Layout

    Accounts List View Buttons

    image-20240718-064225.png

    Buttons

    image-20240718-064017.png

    A. Account Details tab

    image-20240618-031232.png
    image-20240618-031320.png

    B. Other Details tab

    image-20240716-024231.png
    image-20240618-031454.png
    image-20240618-031514.png

    Student Information Filter

    image-20240628-014323.png

    Student Records Related List Fields and Filters

    image-20240628-021022.png
    image-20240712-005110.png

     

    Carer Information Filters

    image-20240628-021344.png

    Staff Information Filters

    image-20240628-021623.png

    Employee Roles Related List Fields

    image-20240628-021828.png
    image-20240712-005550.png

     

    C. Relationship

    For the Student Comms Related List, go to the Assign Page Layout, add the Student Comms (Related Contact) and Student Comms (Student) RLs, and display the buttons and RL’s listview.

    Student Comms Related List Fields and Actions

    Sort Field = Emergency Contact Priority
    Sort Order = Ascending

    Student Comms (Student)

    image-20240812-083326.png
    image-20240812-083431.png
    image-20240812-084021.png

    Student Comms (Related Contact)

    image-20240812-083826.png
    image-20240812-083906.png
    image-20240812-083532.png

    ARC Graph

    image-20240812-064628.png

    D. Timetable & Cohorts

    image-20240619-074521.png
    image-20240619-074607.png
    image-20240619-074730.png

    Cohort Members Related List

    image-20240628-023415.png
    image-20240628-023601.png

    Current Academic Cohort Related Lists

    image-20240628-023701.png
    image-20240628-023821.png
    image-20240628-023904.png

    Current Cocurricular Cohorts

    image-20240628-023957.png
    image-20240628-024109.png
    image-20240628-024145.png

    E. Calendar

    image-20240820-032135.png

     

    F. Attendance

    image-20240619-074859.png
    image-20240619-074924.png

    Day Attendances

    image-20240628-024615.png
    image-20240628-024851.png

    Absence Submissions

    image-20240628-025005.png
    image-20240628-025058.png

    G. Medical

    Update the Student Attribute buttons under the Medical and Recognition tabs in the Person Account layout.

    image-20240627-091957.png
    image-20240627-092043.png

    Active Medical Condition

    image-20240628-030901.png
    image-20240628-031154.png
    image-20240628-031401.png

    Disabilities

    image-20240628-031628.png
    image-20240628-031715.png
    image-20240628-031748.png

    Immunisation

    image-20240628-031852.png
    image-20240628-031940.png
    image-20240628-032027.png

    Medical Permissions

    image-20240628-032133.png
    image-20240628-032226.png
    image-20240628-032309.png

    Health Centre Admissions

    image-20240628-032546.png
    image-20240628-032645.png
    image-20240628-032740.png

    H. Wellbeing

    image-20240619-075154.png

    Manually add the Wellbeing Involvement-related list.

    image-20240405-023624.png

    Wellbeing Invovlement

    image-20240628-033112.png
    image-20240628-033155.png

    Concerns

    image-20240628-033321.png
    image-20240628-033414.png
    image-20240628-033452.png

    Support Plans

    image-20240628-033630.png
    image-20240628-033717.png
    image-20240628-033808.png

    I. Recognition

    image-20240619-075234.png

    Proficiency

    image-20240628-033926.png
    image-20240628-034037.png
    image-20240628-034112.png

    J. Billing

    image-20240619-075407.png

    Billing Account

    image-20240628-034412.png

    Contacts (Billing Account)

    image-20240628-034610.png
    image-20240628-034732.png

    Billing Item

    image-20240628-034858.png
    image-20240628-034947.png

    School Account

    A. Details Tab

    image-20240711-074839.png

    B. Timetable

    image-20240705-054953.png

    Timetable Structures

    image-20240708-012509.png
    image-20240708-012701.png

    C. Kiosk

    image-20240705-055137.png

    Kiosk Definition

    image-20240708-012813.png
    image-20240708-013000.png
    image-20240708-013104.png

    D. Calendar

    image-20240705-055214.png

    School Calendar

    image-20240708-013211.png
    image-20240708-013255.png
    image-20240708-013334.png

    E. External System

    image-20240705-055329.png

    External System Connection

    image-20240708-013456.png
    image-20240708-013731.png

    F. Related

    Student Record

    image-20240705-055424.png
    image-20240708-014126.png
    image-20240708-014259.png
    image-20240708-014339.png

    Employee Roles

    image-20240705-055452.png
    image-20240708-014538.png
    image-20240708-014859.png

    Grades

    image-20240705-055524.png
    image-20240708-015024.png
    image-20240708-015158.png
    image-20240708-015241.png

    Department

    image-20240708-020052.png
    image-20240708-015607.png
    image-20240708-015640.png

    Location

    image-20240705-055554.png
    image-20240708-015750.png
    image-20240708-015833.png

    Resource

    image-20240708-020138.png
    image-20240708-015933.png
    image-20240708-020019.png

     

    Department

    A. Details

    image-20240705-064040.png

    B. Related

    Subjects (Department)

    image-20240705-064310.png
    image-20240708-020601.png
    image-20240708-020714.png

     

    Subject Offerings

    image-20240705-064339.png
    image-20240708-021208.png
    image-20240708-021302.png

    Cohorts

    image-20240705-064408.png
    image-20240708-021405.png
    image-20240708-021502.png

    House

    Details

    image-20240705-064822.png

    Grade

    Details

    image-20240705-065225.png

     

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