Michigan Ed-Fi Setup Checklist

PATH: System Administration > 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
 Enable Ed-Fi functionality via the Enable Ed-Fi system preferenceSystem Administration > Preferences > System Preferences > Enable Ed-Fi
 Enter the Connection Configuration System Administration > Ed-Fi > Ed-Fi Configuration
 Set tool rights for Ed-FiSystem Administration > User Security > Users/User Groups > Tool Rights

Set the Ed-Fi Relationship TypeSystem Administration > Census > Relationship Type
 Add a Room to all Course Sections for state-reporting coursesScheduling > Courses > Course > Sections > Sections
 Set Ed-Fi Grade Type  Grading and Standards > Grading Tasks
 Align Grading Tasks mapped to the Ed-Fi Grade Type to CoursesScheduling > Courses > Course > Grading Task
 Select Term Masks for aligned grading tasksScheduling > Courses > Course > Grading Task
 Set Grading PeriodsSystem Administration > Calendar > Calendar > Grading Periods

Set the District Staff & District Assignment Code for all District Staff that need dashboard access (see the Dashboard Access section below)Census > People > District Employment
 Set the Title, Type and Assignment Code fields for all school staff that need to reportCensus > People > District Assignments
 Add a Teacher Role on Staff History for teachers who need to report to Ed-FiScheduling > Courses > Course > Section > Section Staff History

Assign Ed-Fi IDsCensus > People > Demographics > Person Identifiers

Set the Ed-Fi Graduation Plan Type and Cohort/Graduation Active Start Years on any graduation plans you want to report.Program Admin > Programs > Graduation Programs >? Ed-Fi Graduation Plan Type

Set the Cohort/Graduation Active Start Year on any Career Tech Programs you want to report.

Program Admin > Programs > Career Tech Programs > Cohort/Graduation Active Start Years
 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

Dashboard Access

The District Assignment Code field displays when the District Staff checkbox has been marked and gives users District wide access to the Ed-Fi Dashboards based on the Title that is selected for the staff. This field populates the Education Organization Reference and Staff Classification Descriptor in the Staff Education Organization Assignment resource. This field has its own sub-right and users must have any combination of RWAD tool rights to see and populate this field. School specific access will be issued based on District Assignment records if this field is left blank. Only populate this field for staff that should have access to all schools in dashboards.

District Assignment Code

Recommended Sync Order

1Education Organization InformationLocal Education Agencies
2Grade InformationGrading Periods
Schedule InformationCalendar Date
Class Periods
3Schedule InformationCourses
Course Offerings
Staff InformationStaff Education Organization Assignment Associations
Staff School Associations
Staff Education Organization Identity Associations
Staff Education Organization Employment Association
Student InformationStudents
Graduation Plans
Student Education Organization Associations
Student School Associations
Student Assessments
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
5Attendance InformationStudent School Attendance Events
Student Section Attendance Events
Grade Information

Course Transcripts

Student Academic Records

Discipline InformationDiscipline Incident
Student Discipline Incident Association
Discipline Action