Dataflow rules are used to automate various data tasks. There are currently nine types of Data Rules (Entity Types) that can be created.
Required Permissions: Guru Admin
Data Rule Types
- Grade Calculation - Calculate marking period or final course grade
- Staff Email Address - Create/update staff email address
- Staff Integration ID - Create staff integration ID
- Student Email Address - Create/update student email address
- Student Homeroom - Create/update student’s homeroom, homeroom teacher, and homeroom class
- Student Integration ID - Create student integration ID
- Student Portal Alt ID - Create student portal alternate ID
- Student Poverty Flag - Adds Status Code 0198 (Poverty) to student record, using Programs Fact extract logic based on Meal Status
- Student Defined Field - Create student user-defined fields
Where to Start
- Go to Rules.
- Select Add New Rule.
Add a New Rule
- Enter a Name for the new Rule
- If desired, enter a Description.
- Select an Entity Type. Based on the selected Entity Type, additional fields may be presented (School, Grade, etc.). Make selections for each new field presented. For the additional fields with an “all” option, leave the field at Select to include all.
- Select the appropriate Update Options: Overwrite or Skip. Overwrite populates empty target fields and overwrite the target field if it already has a value. Skip ignores records where the target field already has a value.
- Select Next to continue to the Data Rules. For the Grade Calculation and Student Poverty Flag Entity Types, simply click Finish to create the new Data Rule. Data Rules must be created for all of the other Entity Types before you click Finish.
For more information on how to create Data Rules for the remaining Entity Types, see Student Homeroom, Email Address, Integration ID, and Student Portal Alt ID.
Once Data Rules have been saved, users can simulate the Rule to see if the desired results have been achieved. For more information, see Run Options (hyperlink to document).
Edit a Rule
Open the Run Rule menu to Edit, Copy, and Delete the Rule. From this menu, the administrator can also view the Rule’s History, manually Run Rule, Rollback, or Simulate the Rule.