How to Change Things without Using Customizations

Following is how to make changes to your PowerSchool without having to customize the pages.  The location of links are based on a server running PS 12 – the location may vary in earlier versions of PS.

How To Add Messages to the Login Pages

Where to Go:  “Sign In Screen Custom Message” link in the District Information section of the District Office - Setup page

Once you click on it, you can enter custom messages and even include images (the images must be accessible already to a browser by either residing on your PS server or on a web server).


How to Disable Access for Parents and Students

Where to Go:   “Parent/Student Access” link in the General section of the School - Setup page

The General tab will let you disable access to items in the parent portal for the school.  It won’t disable logins to the portal – parents and students can still login – but will instead remove 99% of the icons and display your custom message. 

If you don’t want to disable access to everything, you can use the Available Features tab instead to disable access to specific items. Parents and students will still see the icons, but if you’ve disabled something, they will see a message that the information is unavailable after they click on the icon.  FYI - you must save any changes before switching from the General tab to the Available Features tab or vice versa.

You can also use School Setup, Mobile Browser Settings to disable mobile pages or hide parts of it.  This area does not relate to any apps – it only affects PS pages that appear when one is using a mobile device to view the regular PS pages.

 

How To Change Text on Pages

Where to Go:  "Localize PowerSchool" link in the Localization section of the System - Setup - Page and Data Management page

Starting with PS 7, text strings were added to PS and replaced static text on pages. For example, the DOB text on the Demographics student screen has a text string of ~[text:psx.html.admin_students.generaldemographics.dob]. Text strings and the current text for them, are kept in the database, and the current text can be changed using the Localize PowerSchool feature.  It’s also known as the Language Translation Toolkit, which is the name of the user guide for it on PowerSource.

FYI - you will only be able to use this feature if your security group has Language Translator checked. If it isn’t checked and you check it, you’ll need to log off and log back in to PS for the changes to take place.

To change the text displayed on a page, choose a functional area and search for specific text and click on the Retrieve Text button, or choose a functional area and click on the Retrieve Text button to get all the text strings in that area.  Then type in what you want the new text to be in the Translated Text box and click Submit.  For example, to change DOB on the Demographics page to read Date of Birth instead, choose PowerSchool Core, Students, and search for DOB.   In the results, find the row with psx.html.admin_students.generaldemographics.dob in the Text Key column and then type in Date of Birth in the Translated Text column and click Submit.  Changing the value for a text string on changes the text on a page - it does not change the actual field name.

If you get multiple results and you’re not sure which one to use, you can either pull up the actual page in CPM (or change the html in the url to htmlt and view the page code) and look for the text string being used, or use the text string name to help decipher the page it’s on.  Once you click Submit, check a refreshed version of the page.  It may take a few minutes for the change to take place. To remove the new text, remove the text from the Translated Text box and click Submit.

You can also add a Localize PowerSchool icon to pages in PS to make it easy to change the text while on the page rather than go to Localize PowerSchool. On the Localize PowerSchool page, click on the Settings tab and check the box for “Enable individual page translation in PowerSchool”. Once you start going to PS pages, you should notice a new icon to the left of the printer icon. Hovering over the icon should return “Localize Page”. Click on it and then the Retrieve Text button to bring up text strings you can change on the page.

 

How To Force Data Validation

Where to Go:  the Field Validation section of the System - Setup - Page and Data Management page

An example of data validation is the process of ensuring that phone numbers are entered a certain way or that parts of a page are not left blank.  There are two parts to the process and you must be in District Office to use them:

Text Mask Administration – this is where you create possible “masks” to use, such as ###-###-#### or (###) ###-#### for phone numbers.  If you want users to enter data in a specific format, you must have a mask created for it first.

Data Validation Rule Status – this is where you choose fields that you wish to enforce data validation on.  Keep in mind that anywhere the field appears in PS, the validation will be enforced, regardless of portal.  You can choose an existing field or add a new one, such as custom fields, and then make the field required, apply a text mask, have certain lengths, or add characters to exclude, which means the user won’t be able to save those characters with that field.

There is a Data Validation report under group functions that you can run to see which records are missing any validation. For example, if you add data validation to the home phone field to require the data to be in the format of (###) ###-####, you can run the Data Validation report to see which students fail the data validation.

 

How To Control Data Access per User

Where to Go:  "Field Level Security" in the Security section of the System - Setup page

PS has something known as Field Level Security that will allow you to set data access of full access, read only, or no access. For example, you may want some admins to be able to enter data in the DOB field, but others to only be able to read it or for some to have no access to it.  Everything is based on Roles, so you will need to set up Roles first and add them to users in order for the Field Level Security to work correctly. The access will apply to pages and database functions, such as DDE.

 

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The downloads on this site are standalone customizations and integration into other customization downloads is prohibited.  All written material on this site was created by Matt Freund.  Use on handouts or on other web sites is prohibited without his written consent.