Configure K-12 Architecture Kit Basics

Assign Record Types to Profiles

Depending on the version that you started with, it's possible that some record type assignments are different in your org. Make sure that these record types are assigned to the System Administrator profile, at a minimum, and repeat this configuration for other profiles as needed.

Academic Certification

Certificate, Degree, Diploma (default)

Account

Academic Department, Academic Program, Administrative (default), Business Organization, Educational Institution, Household Account, Sports Organization

Attribute

Credential (default), Student Characteristic

Case

Incident (default), Positive Behavior

Contact

Faculty/Staff, Guardian, Student (default)

Course Connection

Default, Student (default), Teacher

Credential

Badge (default), Certification, License

Customize record type assignments or add assignments to other profiles as needed.

1. From Setup, in the Quick Find box, enter Profiles, then select Profiles.

2. Click the profile to assign record types to.

3. Click Object Settings.

4. Click an object, for example, Cases.

5. Click Edit.

6. Select Assigned Record Types and Default Record Type for the profile.

7. Save your changes.

Assign Page Layouts

For objects with page layout assignments that vary by record type, and for custom objects, the default page layout assignments can require configuration. Make sure that these layouts are assigned to the System Administrator profile, at a minimum, and repeat this configuration for other profiles as needed.

Academic Certification Record Types

• Certificate, Degree, and Diploma: EDA Academic Academic Certification Layout

Account Record Types

• Academic Department: K12 Kit Academic Department Layout

• Academic Program: K12 Kit Academic Program Layout

• Administrative, Business Organization: HEDA Organization Layout

• Educational Institution: K12 Kit Educational Institution Layout

• Household Account: K12 Kit Household Layout

• Sports Organization: K12 Kit Sports Organization Layout

Attribute Record Types

• Credential: K12 Kit Credential Layout

• Student Characteristic: K12 Kit Student Characteristic Layout

Behavior Involvement

• Incident Involvement (Default): K12 Kit Behavior Involvement Layout

• Positive Behavior Involvement: K12 Kit Positive Behavior Involvement Layout

Behavior Response

• Incident Response (Default): K12 Kit Behavior Response Layout

• Positive Behavior Response: K12 Kit Positive Behavior Response Layout

Case Record Types

• Incident: K12 Kit Incident Layout

• Positive Behavior: K12 Kit Positive Behavior Layout

Contact Record Types

• Faculty/Staff: K12 Faculty Staff Layout

• Guardian: K12 Kit Guardian Layout

• Student: K12 Kit Student Layout

Course Connection Record Types

• Default, Student: K12 Kit Student Course Enrollment Layout

• Teacher: K12 Kit Teacher Course Enrollment Layout

Credential Record Types

• Badge, Certification, and License: EDA Credential Layout

For more help, see Assign Page Layouts to Profiles or Record Types.

Specify the Household Account Model

When you install K-12 Architecture Kit using the installer, the Administrative account model is enabled by default. Because family relationships are central to K-12 student success, and tracking data about a student's household can be as important as tracking data about students themselves, we recommend that you change the default Account model to Household Accounts.

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.

1. From the App Launcher , find and select EDA Settings.

2. On the System tab, click Edit.

3. From Default Account Model, choose Household Account.

4. Click Save.

That's it! You're now all set up to start using K-12 Architecture Kit.