# Toggle Toggle settings collect supplementary metadata and information from the state education agency related to data collection. This information determines what appears on reports. Some toggles correspond to questions collected in EDPass Metadata collections. If toggle responses related to EDFacts files do not align with the metadata responses you enter, this mismatch may result in unexpected formatting or validation errors when submitting Generate-produced EDFacts files in EDPass. Other toggles are intended to ensure that data populates correctly in additional EDFacts files and should be reviewed when developing or updating the ETL processes for those files. The “Assessments Toggle” works differently than the other Toggle options and is accessed from a link on the main Toggle page. For information about the Assessments toggle, see [Toggle | Assessments](#_toc113439071). The information below explains how to use the various options within Toggle. To ensure the accuracy of the reports: * Set Toggle settings before running reports. * Set Toggle settings before running the Data Store migrations (see Data Store). To access Toggle, click on “Settings” then click “Toggle” from the submenu that displays.

## Using Toggle Once you’ve selected Toggle from Settings, the Toggle home page will open.

There are several sections with options for metadata that can be toggled on or off depending on the state’s collection rules. Toggle sections include: * Assessments * IDEA – Exiting * IDEA – Child Count * IDEA – Environment – School Aged * IDEA – Environment – Early Childhood * IDEA – Staffing * IDEA – Discipline * IDEA – Assessment * IDEA – State Administration * IDEA – MOE Reduction and CEIS * CCD Grades – Graduates * CCD Grades – CCD Grades * English Learner – English Learner * Career and Technical Education – CTE * Membership - Membership * School Year – Instructional Period * School Year – State School Year * Inclusion Time Period – Inclusion Time Period * IHE Enrollment – IHE Enrollment * Directory – Directory * Homeless – Homeless There are several ways to use Toggle: 1. Switch a Toggle from **Yes** to **No** or vice versa by clicking the toggle switch. 2. Enter reference periods or data ranges using a calendar. 3. Select radio buttons. ### **Toggle from Yes to No** Options that require a selection of Yes or No default to “No.” Click on the toggle switch to change the Yes/No options from one to the other as shown below in the before and after screenshot. Toggle is set to No in answer to the question.

Toggle is switched to Yes in answer to the question.

Toggle switched to "Yes" in answer to the question.

Note that the reference period dates disappeared when Toggle was switched to Yes. If you Toggle to Yes, then Toggle back to No, the dates will display again. Change the date entries to match the collection schedule for your state. ### Toggle Date Entries Date fields default to the current date, so it is important that the information is reviewed and changed according to your state’s collection rules. There are two ways to enter or change a date field. To change a date field, follow the steps below. 1. Manually type the date into the field. This overrides the default date. 2. Click on the dropdown arrow next to the date field to display an interactive calendar. 1. Click on a calendar date to select it.

Click on dropdown calendar date to select it.

### Toggle Radio Buttons To select and deselect radio buttons follow the steps below. 1. If a radio button is not selected, click on it to select it.

2. If a radio button is selected, click on a different radio button to select a different option. 3. If you none of the options are applicable for your state, click on the radio button called No Response. {% hint style="warning" %} When selecting Toggle options, pay attention to changes that occur based on your selections. For example, changing a Toggle setting from “No” to “Yes” may result in another field displaying where additional actions are necessary. In the example below, the Toggle has been changed from “No” to “Yes” resulting in a response required by the user. {% endhint %}

4. When all Toggle settings have been selected, click the Save button at the top or bottom of the page. If you make changes without saving and try to exit the Toggle page, the following warning message will display:

* Click OK to exit without saving your changes. * Click Cancel to remain on the Toggle page. ## Toggle | Assessments Both [Administrators](https://center-for-the-integration-of-id.gitbook.io/generate-documentation/getting-started/user-roles-and-logging-in#administrator-role) and [Reviewers](https://center-for-the-integration-of-id.gitbook.io/generate-documentation/getting-started/user-roles-and-logging-in#reviewer-role) can access the Assessments Toggle page. To ensure the accuracy of the reports: * Set Assessment Toggle settings before running reports. * Set Assessment Toggle settings before running the Data Store migrations (see Data Store). To access the Toggle | Assessment’s page, follow the steps below. 1. Click on “Toggle” from the submenu under Settings.

2. Click on the “Assessments” link.

The **TOGGLE ASSESSMENTS** page will open.

### Add New Assessment To add a new Assessment, follow the steps below. 1. Click on the “**Add New Assessment**” icon at the top right corner of the page.

The “**Add New Assessment**” page will open. ![](https://2887782118-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FrRyeWMyPKDUxlv4sroOL%2Fuploads%2FCFotosgi5SoeVZl5Bybh%2Fimage.png?alt=media\&token=72efa37e-6af6-4016-b24e-37e5524f92dd) 2. Click on the dropdown arrow next to “**Assessment Type**” to display a list of available Assessments.

**Assessment Type** dropdown list of available assessments.

3. Select an **Assessment Type** 1. Click on the dropdown arrow next to the Assessment Type field. 2. Click on the type of assessment you want to add.

The image shows the selection of “Alternate assessment based on modified achievement standards.”

4. Enter the appropriate information into the following fields: 1. **# of Performance Levels** 2. **At or Above Proficiency** 3. **Grade** 4. **Subjects** 5. **EOG/EOC** {% hint style="info" %} Assessment Name must be typed directly into the field. {% endhint %} 5. Once all fields have been entered, click the **OK** button. ![](https://2887782118-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FrRyeWMyPKDUxlv4sroOL%2Fuploads%2FL8oEwUq9ajG4NXcl7C1N%2Fimage.png?alt=media\&token=28cfcfd9-5b04-4e34-a618-827685536bcc) 6. Click the **CANCEL** button at any time to cancel your entries and start over. If you enter a number that is greater than the number entered in the “**At or Above Proficiency**” field, the system will display the error message shown below after you click the **OK** button.

You will need to fix the error as shown in the example below and click **OK** again. ![](https://2887782118-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FrRyeWMyPKDUxlv4sroOL%2Fuploads%2FvB5gAGcUKdcuwMUB7YSj%2Fimage.png?alt=media\&token=155af16b-f7fe-425a-b026-14646de5fc79) When all entries have been entered successfully, the **Assessment** will appear on the “**TOGGLE ASSESSMENTS**” page.

Assessment appears on the **TOGGLE ASSESSMENT** page.

### **To edit an Assessment:** 1. Click on the “**edit**” icon next to the Assessment to be edited.

Click on the "**edit"** icon to edit Assessments.

### **To delete an Assessment:** 1. Click on the “**delete**” icon next to the Assessment to be deleted.

Click on the "**delete**" icon to delete the Assessment.

2. Click **OK** on the “Delete Existing Assessment” message. ![](https://2887782118-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FrRyeWMyPKDUxlv4sroOL%2Fuploads%2FfdZGEmoD6rve3dIMrOQg%2Fimage.png?alt=media\&token=48172aee-0e02-4a6a-81ce-726b0afa0723) To return to the Toggle main page, click on Settings, then click on Toggle.