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 Preferences > Enable Ed-Fi |
| Set tool rights for Ed-Fi. | User Groups > Tool Rights |
| Enter Connection Configuration. | Configuration |
| Set all Resources to 'Off' and map the Ed-Fi Codes to Campus Codes via the Resource Preferences. | Configuration > Resource Preferences |
Set Calendar Dates on all reportable calendars. | Days Setup |
| Set Term Descriptor Override on Course Sections. | Section Information |
| Set the Ed-Fi Relation Type. | Relationship Type Setup |
| Set the Ed-Fi Transcript Term Override for all manually added transcripts. | Transcripts > New > Ed-Fi Transcript Term Override |
| Add a Room to all Course Sections for state-reporting courses. | Section Information > Room |
| Add an Instruction Setting on Course Sections. | Section Information > Instructional Setting |
| Add a Level to a Course, if applicable. | Course Information > State Defined > Course Level |
| Assign Ed-Fi IDs. | Demographics > Person Identifiers |
| Add a Teacher Role on Staff History for teachers who need to report to Ed-Fi. | Section Staff History |
| Toggle Resources to 'On' in Resource Preferences once all data setup is complete | Configuration > Resource Preferences |
