1. GotoWebinar Audience View
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Phone number, access code, audio pin.
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Mic and Speakers
There will be time for questions at the end, you can also ask questions anytime throughout by raising your hand to be unmuted by us, or type in a question. Marit is collecting your typed in questions and we will respond to them throughout the session.
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2. e-EDI training NOTE TO TRAINERS
The School District contact leads slides 1 to 16

3. OVERVIEW Class list uploads Teacher email address uploads
Distribute teacher log in information
Track participation
Teacher completing EDIs
EDI Upload Training, including class list, teacher and teacher log in information– for those that are just involved in this piece, we will focus on that for the first 20 minutes if you would like to leave

4. e-EDI website edi.ubc.ca
You will have received this from HELP EDI to give you access to the e-EDI website. You must create a password by clicking the link below.
If you would like additional people added to your district, please let me know their name and address and I can add them.
Log in through
edi.ubc.ca

5. District Portal
DISTRICT PORTAL
edi.ubc.ca

7. 1. Upload class list

8. 1. Upload class list

9. Mandatory Column Formats Optional Column Formats
1. Upload class list
Mandatory Column Formats
School Min Code: 8 digits, including leading zeros
To keep the leading zero, change the format of the cells to “Text” instead of “General”
Class Time: KF
Indicating Full Day Kindergarten
Teacher First Name & Last Name: Name - remove any accents (e.g., é)
Child First Name & Last Name: Name - remove any accents (e.g., é)
Child PEN: 9 digit unique Personal Education Number
Child Gender: F or M
Child Date of Birth: M/D/YYYY Set format to “Date” and select the M/D/YYYY option (without *) under location English (U.S.) OR M/D/YY under location English (Canada)
Child Postal Code: With or without a space (e.g., V6T 1Z3 or V6T1Z3)
Aboriginal: Y or N
Optional Column Formats
Special Needs: Y or N
ESL: Y or N
English language learner designation
ESD: Y or N
English as a second dialect designation
French Immersion: Y or N

10. 1. Upload class list
Error messages.

11. 2. Upload teacher email list
Important to not do this step before Step 1.

12. 2. Upload teacher email list

13. 2. Upload teacher email list
Enter your kindergarten teachers’ district addresses beside each name
Save as .csv file
For job sharing classrooms, enter one of the teachers and you can then add an additional classroom teacher afterwards. Easiest if you send us the information to add the teacher.

14. 2. Upload teacher email list

15. 3. teachers
Within the week before your teacher training session takes place in January. Teachers will not be able to log in before January.

16. 4. Download TOC Report
At the end of EDI Administration you can download the TOC report to submit for reimbursement to HELP. This report confirms the number of EDIs completed by each teacher.

17. 4. Download TOC Report

18. 4. Download TOC Report

20. Monitor EDI Progress

21. Teacher Portal edi.ubc.ca KEY MESSAGES
The first thing a teacher will see is the Welcome Page
Click on Steps 1 “Add/Delete Students” to get started
If a teacher has any questions, they can also ask the district trainer or contact HELP at
edi.ubc.ca

22. Teacher Portal edi.ubc.ca KEY MESSAGES
If a student is missing from the class list that has been in a teacher’s class for 30 days or more:
They can click on “Options” and select “Add Student”
PENS must be accurate!: The system will not duplicate a PEN number
edi.ubc.ca

23. Teacher Portal edi.ubc.ca KEY MESSAGES
If a child left the class or a parent withdraws their child from the study - DO NOT complete the EDI
Delete the child by following these steps:
selecting the child’s name to view the student info page
Selecting “options / Edit” to move to the editing page for child info
Selecting “Options / Delete”
Confirming the deletion and the reason why
edi.ubc.ca

24. The EDI Questionnaire KEY MESSAGES
Click on the question mark to open the guide explanation
Click on the Show information… link for more information about how to answer the questions in the section.
To move through students AND SAVE YOUR DATA, click “Save & Continue” or “Previous”
You can also move section by section and from student to student using the buttons at the top and bottom
If you leave any questions blank, a pop up box will alert you before you move to the next page.
Click on Show Survey Progress to check if you have missed any questions.

25. Survey Progress KEY MESSAGES
The Survey Progress page shows how many questions have been completed in each section of the EDI.

26. Teacher Portal edi.ubc.ca KEY MESSAGES
The first thing a teacher will see is the Welcome Page
Click on Steps 1 “Add/Delete Students” to get started
If a teacher has any questions, they can also ask the district trainer or contact HELP at
edi.ubc.ca

27. Teacher Portal edi.ubc.ca KEY MESSAGES
If a student is missing from the class list that has been in a teacher’s class for 30 days or more:
They can click on “Options” and select “Add Student”
PENS must be accurate!: The system will not duplicate a PEN number
edi.ubc.ca

28. Teacher Portal edi.ubc.ca KEY MESSAGES
If a child left the class or a parent withdraws their child from the study - DO NOT complete the EDI
Delete the child by following these steps:
selecting the child’s name to view the student info page
Selecting “options / Edit” to move to the editing page for child info
Selecting “Options / Delete”
Confirming the deletion and the reason why
edi.ubc.ca

29. The EDI Questionnaire KEY MESSAGES
Click on the question mark to open the guide explanation
Click on the Show information… link for more information about how to answer the questions in the section.
To move through students AND SAVE YOUR DATA, click “Save & Continue” or “Previous”
You can also move section by section and from student to student using the buttons at the top and bottom
If you leave any questions blank, a pop up box will alert you before you move to the next page.
Click on Show Survey Progress to check if you have missed any questions.

30. Survey Progress KEY MESSAGES
The Survey Progress page shows how many questions have been completed in each section of the EDI.

31. Contacts at HELP? Maddison Spenrath EDI Implementation Coordinator
(604)
Marit Gilbert
EDI Implementation Assistant
(604)

32. Thank you!