NM Case for Change

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SY 2009 eDM
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eDM is the upgrade for Work Flow Manager

• Controls the flow of data into the CDW through
  authentication, authorization, validation and
  configuration
• eDM has an incorporated file manager utility that
  allows for the pre-validation and uploading of
  files (No need to use an external FTP program
  anymore!)
• Newly designed and improved user-friendly
  interface
• Improved Performance
• Improved Validation

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eDM vs. Workflow Manager (continued)

• Better control over the data loading process
• Preliminary (pre-ETL) data validation
• Student IDs
• Course IDs
• Reporting dates
• More to come in future releases

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How Does eDM Work?
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Accessing the System

• Authorized users access eDM by opening a web
  browser and entering the appropriate web address.
  
• Login - Enter your assigned ID and password in
  the Login Id and Password fields and click Submit.

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• The eDM Home page displays after you have
  successfully logged in. The links to other eDM
  pages are located along the left hand side of the
  Home Page. They are File Manager, Batch
  Manager, and Logout.

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Home Page (continued)

• The following information is displayed
• User - The ID of the current user. This
  information defaults from the Login Screen
• District - The District of the current user
  displays.
• Message Box - The message box displays a list of
  messages that have been posted for users
  including the date the message was posted, the
  subject, and the message itself.
• Current Status Indicates the status of the
  current district. A district may have one of
  three status states Active, Inactive or
  Approved.
• Allowed Report Dates The collection windows
  consist of a starting date, ending date, and
  reporting date. If you have no records listed
  here, you will not be able to upload or process
  any files.

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File Manager

• The File Manager page enables you to manage files
  by limiting your view by date range or file
  status.
• The following functions can be completed from the
  File Manager page
• Upload files to eDM.
• Review uploaded files.
• Check file status
• Download files.
• Delete files.
• View, create and process batches.

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Uploading Files

• The first step in using eDM is to upload data
  files. Once successfully uploaded, they can move
  through the data loading process and be loaded
  into the CDW.
• Click on the Upload Files button from the File
  Manager page.
• Click the Browse button to find the file(s) you
  want to upload. When all the desired files have
  been selected click the Upload button to complete
  the upload process.

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Reviewing Files

• Click File Manager at any time to review files
  that have been uploaded.
• It is critical to review files that have a Failed
  Validation status. Errors in these files must be
  corrected in the source file and re-submitted to
  eDM before the file can be included in a batch
  for upload to the CDW. It is also recommended
  to check files with Validation Warnings as shown
  below.

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Viewing File Details

• The File Details page is accessed by clicking on
  the view details icon to the right of a file. It
  shows important information about a file
  including Who uploaded it, when it was uploaded,
  and how many records are in the file.

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Viewing File Content

• Records within a file can be reviewed at any
  time.
• The first 100 records of the data file are
  displayed. If you want to view all the records in
  the file you must download the file.
• Click the View File Content icon on the
  File Details page to display the File Content
  page.

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Downloading Files

• Files can be downloaded from the File Manager
  page or the File Content page in either
  compressed or original source format.
• Click on one of the download icons and the File
  Download window displays.

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Deleting Files

• To delete a file from the File Manager page
• Select the file(s) that you want to delete by
  clicking check box to the left of the File ID
  then click the Delete button at the bottom of the
  Page. The Delete File(s) page appears (shown
  below).
• Use the Remove From List button (if necessary) to
  select a file(s) from the current list of files
  marked for deletion
• Click either Delete button to delete the file(s).
  The File Manager page
• reappears with the deleted file(s) removed.

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Adding Files To A Batch

• Files with status of Validation OK or Validation
  Warning can be added.
• To add files to a batch
• Select the files to be added from the File
  Manager page.
• Click the Add to Batch button at the bottom of
  the page. A View Batch
• button will appear.
• Click the View Batch button to view the files
  that have been assigned to the batch.

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Viewing A Batch

• The View Batch page enables you to associate
  comments with a batch,
• remove files from the batch, and begin processing
  of the batch.
• Add comments to the batch by entering relevant
  information in the add
• comments window
• Remove files from the batch (if necessary)
  before processing by selecting the
• file(s) you want to remove and then clicking
  the Remove From Batch button
• Click the Process Batch button to begin
  processing.

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Batch Processing

• The Batch Manager Page lists the batches that
  have been directed to begin processing. A list
  of batches and their statuses can be reviewed at
  any time.
• Click on the Batch Manager link to view active
  or completed batches.

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Batch Details
The Batch Details page displays the individual
files that make up the batch and the status of
each file in the batch. Click on the View
Batch Details icon in the Actions column on
the Batch Manager page to view batch details for
any completed batch.
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Batch File Details
View the details for a specific file. Click on
the View Details icon in the Actions column
on the Batch Details page next to the file you
wish to view.
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Viewing Contents Of A Source File
Click the View File Content icon to the
right of a Source file to review the contents of
the records that were processed. The File
Content screen for the selected Source file
displays.
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Viewing Contents Of An Error File

• Click the View File Content icon to the
  right of an Error file to review errors
  encountered as the batch was processed. The File
  Content screen for the selected error file
  displays.

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Hiding A Batch

• Hide a batch from the Batch List.
• Select the batch that you want to hide and
  click the Hide from List button. The page
  refreshes with the selected batch hidden.

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Logout of eDM

• Logout of eDM by clicking on the Logout link to
  the left of any page. You will automatically
  return to the Login page.

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Contact Information
For Questions ContactSTARS Help
Deskjared.vigil_at_state.nm.us505-827-7935