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 |
|---|---|
| Assign Ed-Fi IDs to Students AND Staff. | Census > People > Demographics > Person Identifiers > Ed-Fi ID |
| Enable Ed-Fi functionality via the Enable Ed-Fi system preference. | System Settings > System Preferences > Enable Ed-Fi |
| Set tool rights for Ed-Fi. | User Management > User Accounts > Tool Rights |
| Enter Connection Configuration. | Reporting > Ed-Fi > Configuration > Connection |
| Set all Resources to 'Off' and map the Ed-Fi Codes to Campus Codes via the Resource Preferences. | Reporting > Ed-Fi > Configuration > Resource Preferences |
Set Calendar Dates on all reportable calendars. | Scheduling & Courses > Calendar Setup > Day Setup |
| Add a Course Setting on Courses. | Scheduling & Courses > Courses > Course Information |
| Add a Level to a Course, if applicable. | Scheduling & Courses > Courses > Course Information |
| Add a Teacher Role on Staff History for teachers who need to report to Ed-Fi. | Scheduling & Courses > Courses > Section Staff History |
| Toggle Resources to 'On' in Resource Preferences once all data setup is complete | Reporting > Ed-Fi > Configuration > Resource Preferences |
