Core Ed-Fi v2.0 Setup Checklist

Classic View: System Administration > Ed-Fi

Search Terms: Ed-Fi

Use this checklist of Ed-Fi tasks to verify you have entered, selected and saved appropriate options for reporting data through Ed-Fi.

DoneTaskUI Location

Turn Ed-Fi 'ON' via the Enable Ed-Fi system preference.System Administration > Preferences > System Preferences > Enable Ed-Fi

Set tool rights for Ed-Fi.System Administration > User Security > Users/User Groups > Tool Rights

Make a valid connection to Ed-Fi via the Connection Configuration tool.System Administration> Ed-Fi> Tools> Ed-Fi Configuration

Set all Resources to 'Off' and map the Ed-Fi Codes to Campus Codes via the Resource Preferences.System Administration> Ed-Fi> Tools> Ed-Fi Configuration

Add a Room to all Course Sections for state-reporting courses.Scheduling > Courses > Course > Sections > Sections

Set the Title, Type and Assignment Code fields for all school staff that need to report.Census > People > District Assignments

Add a Teacher Role on Staff History for teachers who need to report to Ed-Fi.Scheduling > Courses > Course > Section > Section Staff History

Assign Ed-Fi IDs.Census > People > Demographics > Person Identifiers

Toggle Resources to 'On' in Resource Preferences. once all data setup is complete.System Administration> Ed-Fi> Tools> Ed-Fi Configuration

Resync Ed-Fi Data (see the Recommended Sync Order section for guidance on when to sync which resource)System Administration > Ed-Fi > Ed-Fi Tools



Recommended Sync Order v2.0

#CategoryResources
1Education Organization InformationSchools
2Grade InformationGrading Periods
Schedule InformationCalendar Date
Class Periods
Locations
Sessions
3Schedule InformationCourses
Course Offerings
Sections
Staff InformationStaffs
Staff Education Organization Assignment Associations
Staff School Associations
Student InformationStudents
Graduation Plans
Student Education Organization Associations
Student School Associations
Assessments
Student Assessments
Programs
Student Program Association
Student Special Education Program Association
Student Title I TAS Program Association
4Parent InformationParents
Student Parent Association
Schedule InformationStaff Section Associations
Student Section Associations
5






Attendance InformationStudent School Attendance Events
Student Section Attendance Events
Grade Information


Course Transcripts

Student Academic Records

Grades
Discipline Information

Discipline Incident
Student Discipline Incident Association
Discipline Action
Cohort InformationCohorts
Student Cohort Associations
Staff Cohort Associations