You are here

WISEdata Annual Tasks Checklist

WISEdata Annual Tasks Checklist

Calendar image

Each year, DPI collects data from WISEdata in multiple collections and snapshots. This page is intended to be a general guide for helping you ensure you complete the necessary tasks and prepare the necessary data elements for each of these collections or snapshots.

Note for Private Choice Schools

On the lists below, some steps or data elements do not apply to private Choice schools. Data elements marked with an asterisk (*) symbol do not need to be submitted by private Choice schools.

Start of Year Tasks

To start off each school year, you'll need to complete several important tasks to prepare for the year's WISEdata collections. These tasks include general SIS preparation, collecting student demographic data, uploading WISEids for students and staff, and ensuring that you and other staff have access to the WISEdata applications they need to perform necessary data collection and data quality tasks throughout the school year.

General Preparation


  • Make sure you have entered your schools, their start and end dates, as well as school grade level information in the School Directory application.
    • Ensure you have the correct set of schools in School Directory and that the correct grades offered are listed. If you no longer offer a grade in a particular school, it should be removed.
    • Grade Level Placement
  • Security Administrators should review who has access to DPI applications in WISEsecure.
    • Revoke access for staff who are no longer working with your school.
    • Add access for new staff.
      • Both of the above tasks can be done quickly with the upcoming WISEsecure Mass Update tool (not yet available).
  • Check your SIS software versions and update to the latest release.
  • If you have changed SIS products or added a special education-only system to report to the Department of Public Instruction (DPI) for the upcoming school year, please start a support ticket to let us know. We will do some additional review to make sure everything is set up correctly to report current and prior years.
  • Assemble a data team with an identified lead for each data collection area. The team should learn about and review how to collect and enter the data into your SIS and submit to WISEdata. For public schools, for example, the Roster data team should solicit input and assistance from course work and CTE experts in addition to current WISEdata users.
Collect Student Demographic Information

Note: Data elements marked with an asterisk (*) symbol do not apply to private Choice schools.

Upload WISEids
  • DPI recommends you upload a full Active Student WISEid file to the WISEid application once a week. This accomplishes the following:
    • Obtaining WISEids for new students
    • Updating existing students’ WISEid records with corrections made in your SIS
    • Updating your SIS with corrected WISEid numbers when DPI finds and corrects duplicate ID numbers
    • Eliminating WISEdata Portal validation messages about differences in the data between WISEdata and WISEid
Get Ready in WISEdata Applications
  • The first time you log in to WISEdata Portal you will be asked to confirm your contact information and acknowledge your responsibility for data collections and data quality by signing off on the Acknowledgment screens.
  • Staff new to WISEdata state reporting are invited to complete e-learning modules.
  • Familiarize yourself with new data elements and how to submit them.
  • Learn about new features by reviewing release notes for WISEdata and WISEid.
  • Use WISEdash for Districts (does not apply to private Choice Schools) for:
    • Improvement Planning (all dashboards)
    • Early Warning (DEWS, CCREWS, Absenteeism, FAFSA)
    • Data Quality Reviews (snapshot dashboards). Pay special attention to Graduation Rate, Dropouts, Absenteeism, and Cohorts.
  • Review error and warning validations, especially persistent ones from the prior school year. Resolve and acknowledge as appropriate. Learn more about validations in this tutorial.
  • Attend CESA and SIS vendor trainings and conferences.
    • Bookmark and use the WISEdata Events Calendar to find upcoming events, trainings, conferences, snapshot dates, webinars, and deadlines.
  • Register for and attend User Group calls.

Annual WISEdata Snapshot and Collections

The WISEdata Student Snapshot takes a snapshot of data from three collections: Year-End Collection, Third Friday of September Collection, and October 1 Child Count Collection. After these collections, there is a student demographics snapshot in the spring. Collections and the specific data elements they include are listed below.

You can also visit the Snapshot Preparation Guidance page for more snapshot details.

Year-End Student Data Collection

Note: Data elements and steps marked with an asterisk (*) symbol do not apply to private Choice schools.

Year End (YE) data includes all the previous school year’s end of year data:

Third Friday of September (TFS) Collection

Note: Data elements and steps marked with an asterisk (*) symbol do not apply to private Choice schools.

Enrollment is a headcount of students receiving primary educational services from a school district as of the 3rd Friday in September. This collection includes:

October 1 Child Count Collection

Note: Private Choice schools do not participate in this collection.

WISEdata Spring Demographic Snapshot
  • Demographics
    • Gender
    • Race/Ethnicity
    • Grade Level
    • Economic Disadvantage Status
      • Economic Disadvantaged Status is determined on household income information. Economic Disadvantaged Status must be reported for students regardless of whether or not the school participates in the National School Lunch Program.
    • Food Service Eligibility
    • Disability Status
    • English Language Proficiency
      • Language Instruction Services
      • Students with English language proficiency classifications (ELP code) of 1-5 are considered Limited English Proficient (LEP). Students with limited English proficiency are also known as English Learners (EL) or English Language Learners (ELL). For former ELs the value reported is expected to be 6, and for students who were never ELs, an ELP code of 7 should be used.
    • Homeless Status*
    • Parent in Military*
      • Parent in Military is a self-reported data element from a student's parents. If the student meets one or more of the qualifications by answering Yes to at least one of the following questions, the student should be submitted as true for Parent in Military.
    • Immigrant (Title III)

Submit Feedback About This Webpage