CiAnywhere staff export and Edumate import — partial notes

Review the captured CiAnywhere staff-export and Edumate import sequence. The handoff roles, screenshots and several field-level directions are incomplete, so it is not a standalone staff-onboarding procedure.

CI Anywhere

The source records a staff-export handoff run weekly, fortnightly or for a new user. The responsible role and current schedule are not established by these notes.

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Reporting and Analytics search ETL:

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Generate Export - Edumate Staff User information

Pick a location:

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Email arrives with a .csv

Go to the Edumate school to import it ->Setup -> Edumate Admin -> Api tool

"Put staff":

Click setup:

Select your own email:

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From <https://teams.microsoft.com/v2/?ring=ring3_6>

Select .csv

Sample .csv name: whole school .csv 15minute sync.

Click Save. 15 minutes to run.

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From <https://teams.microsoft.com/v2/?ring=ring3_6>

School Admin staff: Edumate

Select, Staff User or Teacher(unless not a teacher). User tab is key:

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Edumate security groups are key. #Current Main Staff is key:

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The source describes a name-change notification followed by an Edumate import. The current responsible roles and handoff are not established here.

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From <https://teams.microsoft.com/v2/?ring=ring3_6>

Contact ID from URL and paste it.

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From <https://teams.microsoft.com/v2/?ring=ring3_6>

The source identifies #Current Main Staff membership as important for staff licensing and reports it missing in some account-creation incidents. This is a captured troubleshooting observation, not a complete account-provisioning check.

##Casual Other is the alternative to ##Current Main Staff