Tool Search: Ed-Fi
General Ed-Fi Checklist
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 | ||||||
|---|---|---|---|---|---|---|---|---|
| Enable Ed-Fi functionality via the Enable Ed-Fi system preference. | System Administration > Preferences > System Preferences > Enable Ed-Fi | |||||||
Enter Connection Configuration, and ensure a Profile value is selected. | System Administration > Ed-Fi > Ed-Fi Configuration > Connection | |||||||
| Set tool rights for Ed-Fi. | System Administration > User Security > Users/User Groups > Tool Rights | |||||||
| Set all Resources to 'Off' and map the Ed-Fi Codes to Campus Codes via the Resource Preferences. For the 2020-21 school year, do not configure the Course Transcripts resource until a notification has been sent to configure it. | System Administration > Ed-Fi > Ed-Fi Configuration > Connection Config | |||||||
| Assign Ed-Fi IDs. | Census > People > Demographics > Person Identifiers | |||||||
| Enter District Agency Key for reporting Ed-Fi District Numbers. | System Administration > Resources > District Information | |||||||
| Enter School Agency Key for reporting Ed-Fi School Numbers on the School Editor. | System Administration > Resources > School Information | |||||||
| Toggle Resources to 'On' in Resource Preferences once all data setup is complete. For the 2020-21 school year, do not turn on the Course Transcripts resource until a notification has been sent to turn it on. | System Administration > Ed-Fi > Ed-Fi Configuration > Connection Config | |||||||
| Resync Ed-Fi Data (see the Recommended Sync Order for guidance on when to sync which resource). | System Administration > Ed-Fi > Ed-Fi Tools | |||||||
