| Customizing a system > Customization procedure

Customization procedure

Customizing a Chancery SMS system involves the following steps (in strict order):

1 Planning the customization [>>]
2 Determining customization change restrictions [>>]
3 Creating and populating custom setup lists and setup list pairs [>>]
4 Creating a schema [>>]
5 Configuring fields [>>]
6 Adding pages, panels, fields, and objects to the schema [>>]
7 Packaging and sharing the customization [>>]

Caution: Before customizing a system, we recommend the administrator have a thorough understanding of the requirements of the school district and an awareness of the impact that changes will have on the district's system as a whole and on the schools encompassed by it. We also recommend that the administrator be familiar with the structure of the Chancery SMS database and understand district-wide and school-specific data requirements. Familiarity with Microsoft SQL Server® is also important.

Table 73: cTools permissions

To

You need this permission

Set to

Details

Create new custom schemas and fields and edit existing custom schemas and fields.

District > Manage Schema Properties

Yes

[>>]

Add and edit pages, panels, fields, and objects.

District > Manage UI Properties

Yes

[>>]

Pearson
Always Learning
www.pearsonschoolsystems.com 
Tel: 866-434-6276
Email: psstechsupp@pearson.com