Ed-Fi v3.X - Set Resource Preferences

Tool Search: Ed-Fi Configuration

Resource Preferences determine which information is sent to Ed-Fi. These options apply to all schools within the district. If the state did not request a resource, it does not appear in this list, meaning different options may be available for different states. Some mapping screens may be 'read only' if specific business rules are required by your state. Consult your localized Ed-Fi articles for more information.

Once Resource Preferences have been selected, a valid configuration is made and Ed-Fi ID's are assigned to users, data will flow properly from Campus to Ed-Fi.

Screenshot of Ed-Fi Configuration screen.Ed-Fi Configuration

Read - View Ed-Fi Resource Preferences
Write - Modify and configure Ed-Fi Resource Preferences
Add - Provides no function for this tool
Delete - Provides no function for this tool

For more information about Tool Rights and how they function, see this Tool Rights article.

Prerequisites

Import Mappings for Resource Preferences

Mappings for certain resources can be imported from a previous configuration. Importing mappings overwrites any existing Resource Preferences mappings entered in the current configuration for the selected resources

Note: This tool does not currently support the following resources: Calendars, Class Periods, Grades, Graduation Plans, Grading Periods, Sessions, and Student Assessments. These resources need to be set manually.

Import Mappings

To import mappings for Resource Preferences:

  1. Navigate to the Resource Preferences for the configuration in which the mappings will be imported.
  2. Click the Import Mappings button.
  3. Select the Source Configuration from which mappings will be imported.
  4. Select the Resources to import mappings from.
  5. Click Import. This action overwrites any existing Resource Preferences mappings entered in the current configuration for the selected resources
  6. The imported mappings can be viewed by selecting the Edit or Config button next to the resource.
  7. Resources should be toggled off until all data setup is complete and the district is ready to send data to Ed-Fi.

Manually Set Resource Preferences

To manually set Resource Preferences:

 Resources should be toggled off until all data setup is complete and the district is ready to send data to Ed-Fi.
  1. Select the Resource Preferences button.
    Screenshot of Ed-Fi Resource Preferences button.
    Ed-Fi Resource Preferences
  2. Click the Edit or Configure button to modify the resource preferences. Configure displays if preferences have not previously been saved. Edit displays when preferences have already been set and saved. Resources can be expanded by clicking the "+" sign or collapsed by clicking the " - " sign.

    If the Configure or Edit button do not display, then the resource does not need to be mapped and the toggle button can be used to turn the resource on or off.

    Screenshot of Ed-Fi Resource Preferences screen,Resource Preferences

  3. Set the mappings for the appropriate Resource Preferences.
    Note: Resources will vary by state.
  4. Resources should be toggled off until all data setup is complete and the district is ready to send data to Ed-Fi.