Tool Search: State ID Tool
The State ID Tool allows users to search for and request new Ed-Fi IDs for students. The State ID Tool can also be used to print a list of ID requests.
State ID Tool
Read - Access the State ID tool.
Write - Generate Ed-Fi IDs, clear IDs, reject IDs, print requests and refresh data.
Add - N/A
Delete - N/A
For more information about Tool Rights and how they function, see the Tool Rights article.
Prerequisites
The following must be done PRIOR to using this tool:
- Ed-Fi functionality must be enabled via the Enable Ed-Fi System Preference.
- In order to properly use Ed-Fi tools, proper values must be established within the Ed-Fi Configuration tool. This ensures Campus is communicating with Ed-Fi and successfully sending data to their servers.
- Ed-Fi IDs should be assigned to users via the Demographics tool.
State ID Tool Editor
| Field | Description |
|---|---|
| Generate State IDs | Allows the user to generate Ed-Fi IDs for individuals. |
| Clear Accepted ID Requests | Clears any requests from the State ID Requests Editor that have been accepted. |
| Clear Rejected/Stuck Requests | Clears any requests from the State ID Requests Editor that have been rejected. |
| Print Requests | Allows the user to print the requests displayed in the State ID Requests Editor. |
| Refresh | Refreshes the results in the State ID Requests Editor. |
Filter Options:
| Allows the user to filter the State ID Requests Editor by Status Type and/or by School. |
| Name | Displays the name of the individual for which the requests was made. |
| Status | Indicates the Status of the request. Options include the following:
|
| Comments | Indicates any comments given to the request. Options include:
|
Generate State IDs
The State ID Requests Editor displays students who do not have an Ed-Fi ID. This list can be filtered by using the Status Type or School dropdown under Filter Options.
The following criteria must be met for a person to be considered as needing an Ed-Fi ID:
- Person must have the Ed-Fi ID field as blank.
- Person must have an active enrollment in the configured year.
- Person must not be excluded (Enrollment State Exclude, WISE Exclude, Grade Level Exclude, Calendar Exclude, or School Exclude).
- Person must not have a pre-existing pending search or create request for Student-based searches.
- Person must have a Birth Date.
Click Generate State IDs to assign IDs. When done processing, the screen refreshes and those individuals who weren't assigned Ed-FI IDs now have them. Their status is now ID Created and Assigned.
Generate State IDs
Review ID Requests
Requests with a status of Requires Resolution need to be reviewed before the Ed-Fi ID can be generated. A review occurs when the user has multiple potential matching identities or when their single potential matching identities is not similar enough to the search criteria.
The following criteria is used when matching identities:
- The record has all WISEid required fields of Local Person ID, First Name, Last Name, Birthdate, Gender, Race/Ethnicity: if a required field is missing, then records will not be processed.
- If a Person has Multiple Birth Status = Y, and there is no WISEid in your system, then end-users should always go to match review (should not rely on auto-matching when Multiple Birth Status = Y).
- If no possible match results from identities, and Multiple Birth Status ≠ Y, then do a CREATE of new WISEids.
- If only one record is returned as a possible match from identities and Multiple Birth Status ≠ Y, then auto-match.
- Note, there must be 100% match to auto-match and update the student in Campus.
The Use This Person button can be used to select the identity that receives the new ID.
When you cannot locate the person within the State ID Request Review results, assign the person a new Ed-Fi ID by selecting the Assign New Ed-Fi ID button. Once the request has been accepted, a message indicates that the new request was successfully been sent.
State ID Request Review
Clear ID Requests
Clear Accepted ID Requests allows users to clear all State ID requests that have been accepted and have a status of Match Found. The Clear Rejected/Stuck ID Requests allows users to remove all State ID Requests that have a status of No Results Found or Requires Resolution.
Clear ID Requests
Print ID Requests
Use Print Requests to print a list of requests that have been made.
Print Requests
