Arizona Ed-Fi Setup Checklist

Use this checklist of Ed-Fi tasks to verify you have entered, selected and saved appropriate options for reporting data through Ed-Fi. 

 For more information about setting up Special Ed Plans so that they properly report to Ed-Fi, see the Setting Up Arizona SPED Plans for Use in Ed-Fi article.
TaskUI 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 completeSystem Administration > Ed-Fi > Ed-Fi Configuration > Resource Preferences


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