A:
Here are the steps for
syncing your FastDirect data with CrisisGo:
Step 1
- Review Rosters
- Go to Reports,
then Student Rosters and make sure all rosters are correct
Step 2 - Assign Courses
- Go to Grades, then
Show Who Teaches What and make sure all students are in at least one
course (this includes preschool students)
- Note - For schools that
do not normally assign courses to preschool students,
it will be necessary to place those students into a generic 'dummy'
course. Contact HelpDesk to walk you through this process.
Step 3 - Generate Reports
- Go to Reports,
then Integrations, then CrisisGo and click 'Generate CrisisGo Files'
- Note - If you are an
administrator and you are unable to see 'CrisisGo' under
Reports/Integrations, please let HelpDesk know so that you can be given
this permission
Step 4 - Sync with CrisisGo
- Option 1 - Nightly Sync
Use this method if you can wait
until tomorrow for CrisisGo to update. With this method, CrisisGo will
sync your data for you in the evening. In other words, their system
will not reflect any changes until that time.
- Click the button
'FTP CrisisGo Files'
- Option 2 - Immediate Sync
Use this method if you want
CrisisGo to use your current data today. With this method, CrisisGo
will sync your data after you follow the steps below and your CrisisGo
system will reflect any changes right away.
- Once your data has been synced with CrisisGo, it will be
updated into
the CrisisGo system overnight. If you need to have the update happen
sooner, then you can follow these steps:
- Log into your CrisisGo account
- Click on Rosters in the top menu, then 'Sync Management'
- In the left hand menu, click on 'CSV/Import'
- Under the heading for SFTP Configuration, click on the 'Sync'
option (link)
- When the page refreshes, click the 'Import' button
Please remember
that if any data
changes with students or staff during the school year, these
steps will need to be repeated.
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