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Configure K-12 Architecture Kit

Learning Objectives

After completing this unit, you’ll be able to:

  • Configure K-12 Architecture Kit.
  • Employ best practices for K-12 Architecture Kit maintenance.

Who’s Ready for Configuration?

You are! With installation complete, it’s time to configure K-12 Architecture Kit for your org. That means it’s time to set up K-12 Architecture Kit to meet your institution’s specific needs. 

First, consider these important notes about the K-12 Architecture Kit configuration process.

  1. User interface: K-12 Architecture Kit works best with the Lightning Experience user interface. As such, the instructions below reflect configuration in Lightning Experience. For more on how to switch to Lightning Experience if you are not already using it in your org, see the link to Lightning Experience documentation in the Resources section at the end of this unit.

  2. First steps: To configure K-12 Architecture Kit, you need to do a few things that we walk you through in the next section.
  • Make K-12 Architecture Kit record types available to profiles
  • Assign page layouts that vary by record type
  • Specify the Household Account model

Let’s Get Started

Begin by accessing profile settings. 

Make K-12 Architecture Kit Record Types Available to Profiles

Note

Note

You can repeat this task (and each subsequent task below) for each profile you want to configure.
  1. Click the gear icon (Properties), then click Setup.
  2. Enter profiles in the Quick Find box on the top left-hand side of your screen. Then select Profile.
  3. Select the System Administrator profile.

    Setup page for Profiles




Next, configure record types in K-12 Architecture Kit for the System Administrator profile.  

  1. On the System Administrator Profiles page, scroll down to the Record Type Settings section and click the Edit link next to Accounts.
  2. Select Available Record Types and click the Add button to move them to Selected Record Types.
  3. Select Administrative from the Default picklist, and click Save.
  4. Repeat these steps for any Record Type Settings that you can edit and have not yet been defined. For example, use these settings for these specified objects.

Case

  • Selected Record Types: Incident
  • Default Record Type: Incident

Contact

  • Selected Record Types: Faculty/Staff, Guardian, and Student
  • Default Record Type: Student

Attribute

  • Selected Record Types: Credential and Student Characteristic
  • Default Record Type: Student Characteristic

Course Connection

  • Selected Record Types: Teacher and Student
  • Default Record Type: Student

Note

Note

If you need to, you can choose different default settings for different profiles.


Assign Page Layouts

We are moving along! Next, follow these steps to modify page layout assignments for the System Administrator profile, for objects with assignments that vary by record type and for custom objects.

  1. On the System Administrator Profile page, under the Page Layouts section, click View Assignment next to Account.
  2. Click Edit Assignment.
  3. From the Profiles column, select the System Administrator profile; then from the Page Layout to Use picklist, select K12 Kit Organization Layout, and click Next. You'll see that the layout has been applied for all record types.
  4. Return to the previous page and select the Academic Department Account Record Type column from the System Administrator row, and from the Page Layout to Use picklist, select K12 Kit Academic Department Layout. Do the same for these Account types, which all have K-12-specific layouts.

    Academic Program Account: K12 Kit Academic Program Layout
    Educational Institution Account: K12 Kit Educational Institution Layout
    Household Account: K12 Kit Household Layout
    Sports Organization Account: K12 Kit Sports Organization Layout

  5. Click Save.
  6. Repeat these steps to modify page layout assignments, as needed, for any object that indicates a page layout "Varies by Record Type" when viewing a profile's settings in Setup.

Case

  • Master: Case Layout
  • Incident: K12 Kit Incident Layout

    Contact
  • Master: HEDA Contact Layout
  • Faculty/Staff: K12 Kit Faculty Staff Layout
  • Guardian: K12 Kit Guardian Layout
  • Student: K12 Kit Student Layout

    Attribute
  • Master and Credential: K12 Kit Credential Layout
  • Student Characteristic: K12 Kit Student Characteristic Layout

    Course
  • K12 Kit Course Layout for all available record types

    7. Finally, assign the K12 Kit layouts to objects under Custom Object Layouts. You don't need to assign the K12 Kit layouts to objects that your organization won't use, but changing them now  prepares you for the future. That way you’re ready if you decide to start using objects that aren't currently planned for.

It’s worthwhile to note that K-12 Architecture Kit also delivers a range of compact layouts unique to the K-12 context. Take the time to explore these and put them to use in your setup. We show you how to do this in Unit 4 of this module.

For example, use these assignments for these specified record types.

Specify the Household Account Model

We’re almost there! One final configuration task—when you install K-12 Architecture Kit using the installer, the Administrative account model is enabled by default. We recommend that you change this setting to make the Household Account the default account model. Why the Household Account model? In the K-12 context, communication most frequently happens between the school and a student’s legal guardian. The Household Account model helps users to better see a student’s circle of support, including those key related Contacts who will receive communication from the school or district on behalf of their student. Follow these steps to make the Household Account model the default account setting in your configuration.

  1. From the App Launcher ( App Launcher icon), find and select EDA Settings.
  2. On the System tab, click Edit.
  3. From Default Account Model, choose Household Account.
  4. Click Save.

After making this change, any time you create a new, independent Contact (that is, a Contact that is not part of another Account), K-12 Architecture Kit automatically creates a Household Account for you, based on the Contact's last name. For example, if you create a new Contact record for a student named Bobby Smith, the Smith Household Account is created for you.

And that’s how to configure K-12 Architecture Kit. Nice work! 

K-12 Architecture Kit Maintenance Best Practices

You're all set up to start using K-12 Architecture Kit. As the amazing admin, you're likely also tasked with upkeep of your newly installed (and configured) K-12 Architecture Kit. You got this!

Use these best practices to stay on track with your admin awesomeness.

Get to Know Release Cycles. With K-12 Architecture Kit release cycles occurring every two weeks, your school or district will always be up to date on the latest technology—from security and privacy to AI and multi-channel engagement. With release cycles, incremental product enhancements are automatically integrated. So, to ensure that you receive the latest information on K-12 Architecture releases, be sure to join the K-12 Architecture Release Announcements Chatter group in the Power of Us Hub (login required), linked in the Resources section.

Join the EDA conversation. Because K-12 Architecture Kit is built on EDA, we recommended joining the EDA Release Announcements Chatter group in the Power of Us Hub (login required), linked  in the Resources section.

In the next unit, we look at the K-12 Architecture Kit data model to understand how it represents students and their families—the heart of every school. 

Resources