Use this checklist of Ed-Fi tasks to verify you have entered, selected and saved appropriate options for reporting data through Ed-Fi.
| Task | UI Location |
|---|---|
| Enable Ed-Fi functionality via the Enable Ed-Fi system preference. | System Administration > Preferences > System Preferences > Enable Ed-Fi |
| Set tool rights for Ed-Fi. | System Administration > User Security > Users/User Groups > Tool Rights |
| Enter Connection Configuration. | System Administration > Ed-Fi > Ed-Fi Configuration |
| Set all Resources to 'Off' and map the Ed-Fi Codes to Campus Codes via the Resource Preferences. | System Administration > Ed-Fi > Ed-Fi Configuration > Resource Preferences |
| Set Days Per Week value on all reportable calendars. | System Administration > Calendar > Calendar > Calendar |
Set Calendar Dates on all reportable calendars. | System Administration > Calendar > Calendar > Days |
| Set Term Descriptor Override on Course Sections. | Scheduling > Courses > Course > Sections > Sections |
| Set the Ed-Fi Relation Type. | System Administration > Census > Relationship Type |
| Set the Ed-Fi Transcript Term Override for all manually added transcripts. | Student Information > General > Transcripts > New > Ed-Fi Transcript Term Override |
| Add a Room to all Course Sections for state-reporting courses. | Scheduling > Courses > Course > Sections > Sections |
| Add an Instruction Setting on Course Sections. | Scheduling > Courses > Course > Sections > Sections |
| Add a Level to a Course, if applicable. | Scheduling > Courses > Course |
| Assign Ed-Fi IDs. | Census > People > Demographics > Person Identifiers |
| Add a Teacher Role on Staff History for teachers who need to report to Ed-Fi. | Scheduling > Courses > Course > Section > Section Staff History |
| Toggle Resources to 'On' in Resource Preferences once all data setup is complete | System Administration > Ed-Fi > Ed-Fi Configuration > Resource Preferences |
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