Getting Started

Last updated: January 2025

Welcome to the Edusuite K12 Implementation User Guide! This guide provides step-by-step instructions to help you set up the system effectively. Each function can be viewed or edited depending on the privileges or access granted to a user.

For concerns not covered in this user guide, please contact Edusuite's Support Team or file a ticket here.

Edusuite works best on a desktop computer using Google Chrome.

If your school is a new Edusuite partner, refer to the checklist below for the recommended setup order.

Parts 1 to 3 must be completed in the order indicated.

Part 1: For the System Administrator

Pre-requisite: None

Outputs: All users with correct privileges and administrative settings

• User Roles

• Users

• User Information Fields

• School Settings

• Links Manager

• Notification Templates

• Report Templates

Part 2: For the Registrar

Pre-requisite: All users must have the correct privileges

Output: Profiles of students and guardians

• Guardians
• Students

Part 3: For the Registrar and Academics Team

Pre-requisite: All users must have the correct privileges

Output: Components for the Scheduler

• Grading Settings
• Academic Grading Setup
• Non-Academic Grading Setup
• Units
• Academic Terms
• Room Types
• Rooms
• Schedule Types
• Tracks and Strands
• Curriculum
• Subject Areas
• Sections

Part 4: For the Finance Team

Pre-requisite: All users must have the correct privileges

Output: Components for managing financial processes

• Payment Settings
• Finance Settings
• Ledger Codes Setup
• Tuition Plans
• Discounts
• Additional Charges
• Payment mode
• School Supplies
• Other Fees
• Receipt Number Format
• Cashier Settings
• Payment Instructions
• Reconciliation

Part 5: For the Academics Team

Pre-requisites:

1. All users must have the correct privileges

2. Subjects (under Grade Levels)

Output:

1. Faculty profiles and schedules

2. Faculty: Teaching profiles for faculty members

• Faculty

Pre-requisites:

1. Planning Setup components

2. Faculty's teaching profiles

Output:

1. Scheduler: Configured schedules for classes and faculty

• Scheduler

Part 6: For the School Administrators

Pre-requisites:

1. All users must have the correct privileges

2. Enrolled students

Outputs: Components for clearance (can be set up as needed)

1. Clearance

• Clearance