Tool Search: Ed-Fi
Use this checklist of Ed-Fi tasks to verify you have entered, selected and saved appropriate options for reporting data through Ed-Fi.
| Done | Task | UI Location | ||||||
|---|---|---|---|---|---|---|---|---|
| Turn Ed-Fi 'ON' 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 | |||||||
| Make a valid connection to Ed-Fi via the Connection Configuration tool. | System Administration> Ed-Fi> Tools> 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> Tools> Ed-Fi Configuration | |||||||
| Add a Room to all Course Sections for state-reporting courses. | Scheduling > Courses > Course > Sections > Sections | |||||||
| Set the Title, Type and Assignment Code fields for all school staff that need to report. | Census > People > District Assignments | |||||||
| Add a Teacher Role on Staff History for teachers who need to report to Ed-Fi. | Scheduling > Courses > Course > Section > Section Staff History | |||||||
| Assign Ed-Fi IDs. | Census > People > Demographics > Person Identifiers | |||||||
| Toggle Resources to 'On' in Resource Preferences. once all data setup is complete. | System Administration> Ed-Fi> Tools> Ed-Fi Configuration | |||||||
| Resync Ed-Fi Data (see the Recommended Sync Order section for guidance on when to sync which resource) | System Administration > Ed-Fi > Ed-Fi Tools | |||||||
Recommended Sync Order v2.0
| # | Category | Resources |
|---|---|---|
| 1 | Education Organization Information | Schools |
| 2 | Grade Information | Grading Periods |
| Schedule Information | Calendar Date | |
| Class Periods | ||
| Locations | ||
| Sessions | ||
| 3 | Schedule Information | Courses |
| Course Offerings | ||
| Sections | ||
| Staff Information | Staffs | |
| Staff Education Organization Assignment Associations | ||
| Staff School Associations | ||
| Student Information | Students | |
| Graduation Plans | ||
| Student Education Organization Associations | ||
| Student School Associations | ||
| Assessments | ||
| Student Assessments | ||
| Programs | ||
| Student Program Association | ||
| Student Special Education Program Association | ||
| Student Title I TAS Program Association | ||
| 4 | Parent Information | Parents |
| Student Parent Association | ||
| Schedule Information | Staff Section Associations | |
| Student Section Associations | ||
| 5 | Attendance Information | Student School Attendance Events |
| Student Section Attendance Events | ||
| Grade Information | Course Transcripts | |
Student Academic Records | ||
| Grades | ||
| Discipline Information | Discipline Incident | |
| Student Discipline Incident Association | ||
| Discipline Action | ||
| Cohort Information | Cohorts | |
| Student Cohort Associations | ||
| Staff Cohort Associations |
