Community-Based Org Data Cleaning Sheets

Teacher Tab

(I've imported all the data from this whole dataset to make sure I understood how it needs to be done. )

  • We don't attach Community Based Orgs to Teachers. Their school is connected to the CBO.
  • The School where they teach is their ACCOUNT.
  • Teachers don't have Primary Affiliations.
  • Teachers are connected with Relationships to Parent Mentors. The Parent Mentors are identified with PM.
  • We need ISBE, Grade Placement and # of Students in Class to be filled in at some point.

Parent Mentor Tab

  • This tab is set up to create the relationship between the Coordinators at the school and the Parent Mentors at the school
  • The Relationship is auto-created; we don't have to do it. The TITLE field should be "Type: instead. It always describes the RELATED CONTACT, not the CONTACT.
  • In this case, Related Contacts are Parent Mentors, and the Primary Affiliation = the School they are associated with.
  • Contacts are Coordinators.
  • Only fields needed for this: Contact (Coordinator), Related Contact (Parent Mentor), Status = Current, Type = Parent Mentor (NOT PM; that is the connection to teachers)
  • No Community Orgs or Schools are uploaded with this object.

Missing Parent Mentors Tab

Upsert the Parent Mentors, where their Account field = the School where they work.

Missing Teachers Tab

  • Three Passes:
  • 1- Make sure all the parents in the system associated with the proper school (And get the Contact ID for ParentMentors)
  • 2- Make sure all the teachers are in the system associated with the proper school (And get the Contact ID for the Teachers)
  • 3- Create PM to Teacher relationships, which will also create Teacher to PM relationships, using the IDs of the two types of contacts.

Missing Coordinators Tab

  1. Upsert the Coordinators, with Community-Based Org as Primary Affiliation and School as Account. Title = Coordinator. This will give us the IDs
  2. Upsert the Parent Mentors to get the Parent IDs.
  3. Create the relationships between ParentMentors and Coordinators.

Add the contact names to the Community-Based Org's Affiliations

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