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Supporting Schools and Students to Achieve SHERRI YBARRA, ED.S., SUPERINTENDENT OF PUBLIC INSTRUCTION Decar Scaff Amy Sigler IT Security Coordinator ISEE Coordinator Getting Started With ISEE Part 2 – Using the Admin Tool, EDUID, OTIS & IDCI

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  • Supporting Schools and Students to Achieve

    SHERRI YBARRA, ED.S., SUPERINTENDENT OF PUBLIC INSTRUCTION

    Decar Scaff Amy SiglerIT Security Coordinator ISEE Coordinator

    Getting Started With ISEEPart 2 – Using the Admin Tool, EDUID, OTIS & IDCI

  • Overview

    •Administration Tool

    •EDUID – Education Unique Identifier

    •OTIS – Online Tool for IT Support

    • IDCI – Idaho District Contact Information

    Data Management Tools| 2

  • Administration Tool

    Data Management Tools| 3

  • Administration Tool

    The Administration Tool (Admin Tool) is the security application that allows the SDE and local districts to manage access to SDE supported web applications and SDE reports.

    Data Management Tools| 4

  • Administration Tool

    User permissions and application access are managed by assigning user roles to usernames and matching usernames to a person by their EDUID

    Data Management Tools| 5

  • Administration Tool

    • Person Assignment• Map usernames to EDUID record

    • Assign• Add users to specific roles

    • Remove• Remove users from roles

    • Verify• Confirm role assignments are still valid

    Data Management Tools| 6

  • Administration Tool

    Who in the district has access to the Admin Tool?• Superintendent

    Provisioned only by SDE with signed user authorization form

    • Superintendent’s DelegateProvisioned only by SDE with signed user authorization form

    •Technology DirectorProvisioned by District Superintendent, Delegate or a currently assigned Technology Director

    Data Management Tools| 7

  • Administration Tool

    Best Practices:• Text Box Fields

    Start to type text and select from drop down list

    • Usernames, NOT Person NamesAssign roles to usernames

    • District/Building Level Roles

    • SRM RolesAssigned by SDE

    Data Management Tools| 8

  • Administration Tool

    Admin Toolhttps://apps.sde.idaho.gov/Administration

    Access Authorization form:http://sde.idaho.gov/tech-services/isee/files/general/program/Access-Authorizations.docx

    Data Management Tools| 9

    https://apps.sde.idaho.gov/Administrationhttp://sde.idaho.gov/tech-services/isee/files/general/program/Access-Authorizations.docx

  • EDUIDEducation Unique Identifier

    Data Management Tools| 10

  • EDUID

    •A system that allows the lookup, verification, and assignment of unique identifiers for people in the state of Idaho’s education system.

    •Requires EDUID role assigned in Admin Tool

    •Role can be assigned by district Admin Tool users

    Data Management Tools| 11

  • EDUID

    Search Parameters:

    •Spaces and hyphens do not effect search results

    •First, Middle and Suffixes are Given Names

    •Last Names are Family Names

    •Gender and DOB also required

    Data Management Tools| 12

  • EDUID

    Naming GuidelinesWhen creating a new EDUID be sure to:•Use the name exactly as it appears on legal

    documentation•Do not add hyphens or other characters if they do

    not appear on the legal documentation•Do not include nick names or “also known as” names

    in legal name fields

    Data Management Tools| 13

  • EDUID

    Examples of legal documentation:•Birth Certificate•Court Document•Marriage Certificate• State Driver’s License• State Issued ID•Tribal Identification•Certified Degree of Indian Blood (CDIB)

    Data Management Tools| 14

  • EDUID

    Documents for name/gender changes:•Marriage Document•Divorce Decree•Court Document•Certificate of Naturalization•Adoption papers•New Birth Certificate•Tribal Enrollment Verification

    Data Management Tools| 15

  • EDUID

    Common Entry Mistakes:

    •Birth Date Transposition

    •First/Last Name Transposition

    • Incomplete Name

    •Phonetic Error

    •Nick Names

    Data Management Tools| 16

  • EDUID

    Reference for Registering Students with Non-English Names

    http://ies.ed.gov/ncee/edlabs/regions/northwest/pdf/REL_2016158.pdf

    Getting a student's name right is the first step in welcoming him or her to school.

    This set of naming conventions guides can serve as a reference for accurately and

    consistently entering students' names in school, district, and state databases as

    well as address and greet parents in a culturally responsive and respectful way.

    Presentation Title | 17

    http://ies.ed.gov/ncee/edlabs/regions/northwest/pdf/REL_2016158.pdf

  • EDUID

    Use OTIS to submit EDUID corrections

    EDUID Corrections Template located on EDUID website

    Data Management Tools| 18

  • EDUID

    EDUID websitehttps://apps.sde.idaho.gov/EDUID

    Data Management Tools| 19

    https://apps.sde.idaho.gov/EDUID

  • OTISOnline Tool for IT Support

    Data Management Tools| 20

  • OTIS

    •Accessed through SDE Applications Portal

    •Report technical issues

    •Communicate PII securely

    •Users are provisioned in Admin Tool by district• Superintendent•Delegate for Superintendent• IT Director

    Data Management Tools| 21

  • OTIS

    OTIS websitehttps://apps.sde.idaho.gov/OTIS

    Data Management Tools| 22

    https://apps.sde.idaho.gov/OTIS

  • IDCIIdaho District Contact Information

    Data Management Tools| 23

  • IDCI

    •Accessed through SDE Applications Portal

    •Users are provisioned by the district• Superintendent•Delegate for Superintendent• IT Director

    Data Management Tools| 24

  • IDCI

    • SDE Communications

    •Mailing Lists• Superintendents• Building Principals• School Counselors

    • Searchable Contact Info• Quick Search• Advanced Search• District Search

    Data Management Tools| 25

  • IDCI

    •Updated by Program Contacts File in ISEE Upload

    •Program Contacts File can be updated at anytime

    •Changes take effect business day after upload

    •Program Contact Roles listed within the “ID Unit Record Collections Items and Option Sets” File

    Data Management Tools| 26

  • IDCI

    IDCI Websitehttps://apps.sde.Idaho.gov/IDCI

    Program Contacts Filehttp://sde.idaho.gov/tech-services/isee/files/data-collection/2018-2019-required/2018-2019-Program-Contacts.csv

    ID Unit Record Collections Items and Option Setshttp://sde.idaho.gov/tech-services/isee/files/data-collection/2018-2019-required/2018-2019-ID-Unit-Record-Collection-Items-and-Option-Sets.xlsx

    Data Management Tools| 27

    https://apps.sde.idaho.gov/IDCIhttp://sde.idaho.gov/tech-services/isee/files/data-collection/2018-2019-required/2018-2019-Program-Contacts.csvhttp://sde.idaho.gov/tech-services/isee/files/data-collection/2018-2019-required/2018-2019-ID-Unit-Record-Collection-Items-and-Option-Sets.xlsx

  • Contacts

    SDE Support (208)[email protected]

    Amy Sigler (208)[email protected]

    Cheryl McMurtrey (208) [email protected]

    Roger Evans (208) [email protected]

    Data Management Tools| 28

    mailto:[email protected]:[email protected]:[email protected]:[email protected]

  • Supporting Schools and Students to Achieve

    SHERRI YBARRA, ED.S., SUPERINTENDENT OF PUBLIC INSTRUCTION

    Questions?

    Decar Scaff| IT Security Coordinator

    Idaho State Department of Education

    650 W State Street, Boise, ID 83702

    208 332 6922

    [email protected]

    www.sde.idaho.gov/tech-services

    Data Management Tools| 29

    mailto:[email protected]://www.sde.idaho.gov/tech-services

    Structure BookmarksSlideSpanSupporting Schools and Students to AchieveSupporting Schools and Students to AchieveSupporting Schools and Students to Achieve

    SHERRI YBARRA, ED.S., SUPERINTENDENT OF PUBLIC INSTRUCTIONSHERRI YBARRA, ED.S., SUPERINTENDENT OF PUBLIC INSTRUCTION

    Decar ScaffDecar ScaffDecar ScaffAmy Sigler

    IT Security CoordinatorIT Security CoordinatorISEE Coordinator

    Getting Started With ISEEGetting Started With ISEEGetting Started With ISEE

    Part 2 Part 2 Part 2 –Using the Admin Tool, EDUID, OTIS & IDCI

    SlideSpanOverviewOverviewOverview

    •••••Administration Tool

    •••EDUID–Education Unique Identifier

    •••OTIS–Online Tool for IT Support

    •••IDCI–Idaho District Contact Information

    SlideSpanAdministration ToolAdministration ToolAdministration Tool

    SlideSpanAdministration ToolAdministration ToolAdministration Tool

    The Administration Tool (Admin Tool) is the The Administration Tool (Admin Tool) is the The Administration Tool (Admin Tool) is the security application that allows the SDE and local districts to manage access to SDE supported web applications and SDE reports.

    SlideSpanAdministration ToolAdministration ToolAdministration Tool

    User permissions and application access are User permissions and application access are User permissions and application access are managed by assigning user roles to usernames and matching usernames to a person by their EDUID

    SlideSpanAdministration ToolAdministration ToolAdministration Tool

    •••••Person Assignment

    ••••Map usernames to EDUID record

    •••Assign

    ••••Add users to specific roles

    •••Remove

    ••••Remove users from roles

    ••••Verify

    ••••Confirm role assignments are still valid

    SlideSpanAdministration ToolAdministration ToolAdministration Tool

    Who in the district has access to the Admin Tool?Who in the district has access to the Admin Tool?Who in the district has access to the Admin Tool?

    ••••Superintendent

    Provisioned only by SDE with signed user authorization formProvisioned only by SDE with signed user authorization form

    ••••Superintendent’s Delegate

    Provisioned only by SDE with signed user authorization formProvisioned only by SDE with signed user authorization form

    ••••Technology Director

    Provisioned by District Superintendent, Delegate or a currently Provisioned by District Superintendent, Delegate or a currently assigned Technology Director

    SlideSpanAdministration ToolAdministration ToolAdministration Tool

    Best Practices:Best Practices:Best Practices:

    •••••Text Box Fields

    Start to type text and select from drop down listStart to type text and select from drop down list

    •••••Usernames, NOT Person Names

    Assign roles to usernamesAssign roles to usernames

    •••••District/Building Level Roles

    •••••SRM Roles

    Assigned by SDEAssigned by SDE

    SlideSpanAdministration ToolAdministration ToolAdministration Tool

    Admin ToolAdmin ToolAdmin Tool

    https://https://https://Spanapps.sde.idaho.gov/Administration

    Access Authorization form:Access Authorization form:

    PLinkSpanhttp://sde.idaho.gov/tech-services/isee/files/general/program/Access-Authorizations.docxSpan

    SlideSpanEDUIDEDUIDEDUID

    Education Unique IdentifierEducation Unique IdentifierEducation Unique Identifier

    SlideSpanEDUIDEDUIDEDUID

    •••••A system that allows the lookup, verification, and assignment of unique identifiers for people in the state of Idaho’s education system.

    •••Requires EDUID role assigned in Admin Tool

    •••Role can be assigned by district Admin Tool users

    SlideSpanEDUIDEDUIDEDUID

    Search Parameters:Search Parameters:Search Parameters:

    ••••Spaces and hyphens do not effect search results

    •••First, Middle and Suffixes are Given Names

    •••Last Names are Family Names

    •••Gender and DOB also required

    SlideSpanEDUIDEDUIDEDUID

    Naming GuidelinesNaming GuidelinesNaming Guidelines

    When creating a new EDUID be sure to:When creating a new EDUID be sure to:

    ••••Use the name exactly as it appears on legal documentation

    •••Do not add hyphens or other characters if they do not appear on the legal documentation

    •••Do not include nick names or “also known as” names in legal name fields

    SlideSpanEDUIDEDUIDEDUID

    Examples of legal documentation:Examples of legal documentation:Examples of legal documentation:

    ••••Birth Certificate

    •••Court Document

    •••Marriage Certificate

    •••State Driver’s License

    •••State Issued ID

    •••Tribal Identification

    •••Certified Degree of Indian Blood (CDIB)

    SlideSpanEDUIDEDUIDEDUID

    Documents for name/gender changes:Documents for name/gender changes:Documents for name/gender changes:

    ••••Marriage Document

    •••Divorce Decree

    •••Court Document

    •••Certificate of Naturalization

    •••Adoption papers

    •••New Birth Certificate

    •••Tribal Enrollment Verification

    SlideSpanEDUIDEDUIDEDUID

    Common Entry Mistakes:Common Entry Mistakes:Common Entry Mistakes:

    ••••Birth Date Transposition

    •••First/Last Name Transposition

    •••Incomplete Name

    •••Phonetic Error

    •••Nick Names

    SlideSpanEDUIDEDUIDEDUID

    Reference for Registering Students with NonReference for Registering Students with NonReference for Registering Students with Non-English Names

    http://ies.ed.gov/ncee/edlabs/regions/northwest/pdf/REL_2016158.pdfhttp://ies.ed.gov/ncee/edlabs/regions/northwest/pdf/REL_2016158.pdfhttp://ies.ed.gov/ncee/edlabs/regions/northwest/pdf/REL_2016158.pdfSpan

    Getting Getting a student's name right is the first step in welcoming him or her to school. This set of naming conventions guides can serve as a reference for accurately and consistently entering students' names in school, district, and state databases as well as address and greet parents in a culturally responsive and respectful way.

    SlideSpanEDUIDEDUIDEDUID

    Use OTIS to submit EDUID correctionsUse OTIS to submit EDUID correctionsUse OTIS to submit EDUID corrections

    EDUID Corrections Template located on EDUID EDUID Corrections Template located on EDUID website

    SlideSpanEDUIDEDUIDEDUID

    EDUID websiteEDUID websiteEDUID website

    https://https://https://Spanapps.sde.idaho.gov/EDUID

    SlideSpanOTISOTISOTIS

    Online Tool for IT SupportOnline Tool for IT SupportOnline Tool for IT Support

    SlideSpanOTISOTISOTIS

    •••••Accessed through SDE Applications Portal

    •••Report technical issues

    •••Communicate PII securely

    •••Users are provisioned in Admin Tool by district

    ••••Superintendent

    •••Delegate for Superintendent

    •••IT Director

    SlideSpanOTISOTISOTIS

    OTIS websiteOTIS websiteOTIS website

    https://https://https://Spanapps.sde.idaho.gov/OTIS

    SlideSpanIDCIIDCIIDCI

    Idaho District Contact InformationIdaho District Contact InformationIdaho District Contact Information

    SlideSpanIDCIIDCIIDCI

    •••••Accessed through SDE Applications Portal

    •••Users are provisioned by the district

    ••••Superintendent

    •••Delegate for Superintendent

    •••IT Director

    SlideSpanIDCIIDCIIDCI

    •••••SDE Communications

    •••Mailing Lists

    ••••Superintendents

    •••Building Principals

    •••School Counselors

    •••Searchable Contact Info

    ••••Quick Search

    •••Advanced Search

    •••District Search

    SlideSpanIDCIIDCIIDCI

    •••••Updated by Program Contacts File in ISEE Upload

    •••Program Contacts File can be updated at anytime

    •••Changes take effect business day after upload

    •••Program Contact Roles listed within the “ID Unit Record Collections Items and Option Sets” File

    SlideSpanIDCIIDCIIDCI

    IDCI WebsiteIDCI WebsiteIDCI Website

    https://apps.sde.Idaho.gov/IDCIhttps://apps.sde.Idaho.gov/IDCIhttps://apps.sde.Idaho.gov/IDCISpan

    Program Contacts FileProgram Contacts File

    http://http://http://Spansde.idaho.gov/tech-services/isee/files/data-collection/2018-Span2019-required/2018-2019-Program-Contacts.csv

    ID Unit Record Collections Items and Option SetsID Unit Record Collections Items and Option Sets

    http://http://http://Spansde.idaho.gov/tech-services/isee/files/data-collection/2018-Span2019-required/2018-2019-ID-Unit-Record-Collection-Items-and-Option-Sets.xlsxSpan

    SlideSpanContactsContactsContacts

    SDE Support SDE Support SDE Support

    (208)332(208)332-6987

    [email protected]@[email protected]

    Amy Sigler (208)553Amy Sigler (208)553-5509

    [email protected]@[email protected]

    Cheryl McMurtrey (208) 332Cheryl McMurtrey (208) 332-6941

    [email protected]@[email protected]

    Roger Evans (208) 557Roger Evans (208) 557-8838

    [email protected]@[email protected]

    SlideSpanSupporting Schools and Students to AchieveSupporting Schools and Students to AchieveSupporting Schools and Students to Achieve

    SHERRI YBARRA, ED.S., SUPERINTENDENT OF PUBLIC INSTRUCTIONSHERRI YBARRA, ED.S., SUPERINTENDENT OF PUBLIC INSTRUCTION

    Questions?Questions?Questions?

    Decar ScaffDecar ScaffDecar Scaff| IT Security Coordinator

    Idaho State Department of EducationIdaho State Department of Education

    650 W State Street, Boise, ID 83702650 W State Street, Boise, ID 83702

    208 332 6922 208 332 6922

    [email protected]@[email protected]

    PLinkSpanwww.sde.idaho.gov/tech-services