Getting Started

Last updated: September 16, 2020 by ASL, BAS

Welcome to Edusuite's Implementation User Guide! This user guide provides step-by-step instruction in setting up the system. Each function may be viewed and edited depending on the privileges/access granted to a user. For other concerns, which may not be covered in this user guide, contact Edusuite's Support Team or file a ticket here.

Edusuite is best accessed on a desktop computer with Google Chrome as your browser.

If your school is a new Edusuite partner, you can refer below for the order of items to set up first. You may also download the pdf version of the checklist here.

Parts 1 to 3 must be done in the order as indicated.

Part 1: For the System Administrator

Pre-requisite: None

Outputs: All users with correct privileges, other admin stuff

• User Roles

• Users

• User Information Fields

• School Profile

• System Label Settings

• Links Manager

• School Year

• Notification Templates

• Report Templates

Part 2: For the Registrar

Pre-requisite: All users with correct privileges

Output: Profiles of students and guardians

• Guardians

• Students

Part 3: For the Registrar and Academics Team

Pre-requisite: All users with correct privileges

Output: Components for Scheduler

• Grading Sheet Settings

• Report Card Settings

• Master Grading Sheet Settings

• Grading Components

• Grading Templates

• Transmutation Tables

• Non-Academic Grading System

• Non-Academic Grading Template

• Units

• Room Types

• Rooms

• Schedule Types

• Tracks and Strands

• Curriculum

• Subject Areas

• Sections

Part 4: For the Finance Team

Pre-requisite: All users with correct privileges

Output: Components for Finance

• Payment Settings

• Finance Settings

• Account Codes Setup

• Tuition Plans

• Discounts

• Additional Charges

• Payment Schemes

• School Supplies

• Other Fees

• Receipt Number Format

• Assessment Form Notes

• Reconciliation

Part 5: For the Academics Team

Pre-requisites: All users with correct privileges, Subjects (under Grade Levels)

Output: Faculty and their teaching profiles

• Faculty

Pre-requisites: Planning Setup components, Faculty's teaching profile

Output: Schedules

• Scheduler

Part 6: For the School Administrators

Pre-requisites: All users with correct privileges, Enrolled students

Outputs: Components for clearance

Can be setup when needed only

• Clearance