# Getting Started

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](https://edusuite.atlassian.net/servicedesk/customer/portal/1).

{% hint style="success" %}
Edusuite works best on a desktop computer using **Google Chrome**.
{% endhint %}

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

{% hint style="warning" %}
Parts 1 to 3 must be completed in the order indicated.
{% endhint %}

## Part 1: For the System Administrator

{% hint style="info" %}
**Pre-requisite:** None

**Outputs:** All users with correct privileges and administrative settings
{% endhint %}

* [User Roles](/product-guide-k12/admin-home/users-module/user-setup/user-roles.md#creating-a-new-user-role)
* [Users](/product-guide-k12/admin-home/users-module/user-setup/users.md)
* [User Information Fields](/product-guide-k12/admin-home/users-module/user-setup/user-information-fields-setup.md)
* [School](/product-guide-k12/admin-home/settings/school-settings.md)[ Settings](/product-guide-k12/admin-home/settings/school-settings.md)
* [Links Manager](/product-guide-k12/admin-home/utilities-module/links-manager.md)
* [Notification Templates](/product-guide-k12/admin-home/settings/notification-template.md)
* [Report Templates](/product-guide-k12/admin-home/settings/report-templates.md)

## Part 2: For the Registrar

{% hint style="info" %}
**Pre-requisite:** All users must have the correct privileges

**Output:** Profiles of students and guardians
{% endhint %}

* [Guardians](/product-guide-k12/admin-home/users-module/guardians.md)
* [Students](/product-guide-k12/admin-home/users-module/students.md)

## Part 3: For the Registrar and Academics Team

{% hint style="info" %}
**Pre-requisite:** All users must have the correct privileges

**Output:** Components for the Scheduler
{% endhint %}

* [Grading Settings](/product-guide-k12/admin-home/planning-module/grading-setup/grading-settings.md)
* [Academic Grading Setup](/product-guide-k12/admin-home/planning-module/grading-setup/academic-grading-setup.md)
* [Non-Academic Grading Setup](/product-guide-k12/admin-home/planning-module/grading-setup/non-academic-grading-setup.md)
* [Units](/product-guide-k12/admin-home/planning-module/school-year-setup/units.md)
* [Academic Terms](/product-guide-k12/admin-home/planning-module/school-year-setup/academic-terms.md)
* [Room Types](/product-guide-k12/admin-home/planning-module/school-year-setup/adding-room-types.md#creating-a-new-room-type)
* [Rooms](/product-guide-k12/admin-home/planning-module/school-year-setup/adding-rooms.md#importing-new-rooms-via-csv-file)
* [Schedule Types](/product-guide-k12/admin-home/planning-module/school-year-setup/adding-schedule-types.md)
* [Tracks and Strands](/product-guide-k12/admin-home/planning-module/school-year-setup/adding-tracks-jhs-and-shs.md#managing-tracks)
* [Curriculum](/product-guide-k12/admin-home/planning-module/school-year-setup/edit-school-curriculum.md)&#x20;
* [Subject Areas](/product-guide-k12/admin-home/planning-module/school-year-setup/adding-subject-groups.md)
* [Sections](/product-guide-k12/admin-home/planning-module/school-year-setup/sectioning.md)

## Part 4: For the Finance Team

{% hint style="info" %}
**Pre-requisite:** All users must have the correct privileges

**Output:** Components for managing financial processes
{% endhint %}

* [Payment Settings](/product-guide-k12/admin-home/planning-module/finance-setup/payment-settings.md)
* [Finance Settings](/product-guide-k12/admin-home/planning-module/finance-setup/finance-settings.md)
* [Ledger Codes Setup](/product-guide-k12/admin-home/planning-module/finance-setup/ledger-codes.md)
* [Tuition Plans](/product-guide-k12/admin-home/planning-module/finance-setup/tuition-plan-setup.md)
* [Discounts](/product-guide-k12/admin-home/planning-module/finance-setup/discount-setup.md)
* [Additional Charges](/product-guide-k12/admin-home/planning-module/finance-setup/additional-charges-setup.md)
* [Payment mode](/product-guide-k12/admin-home/planning-module/finance-setup/payment-scheme-setup.md)
* [School Supplies](/product-guide-k12/admin-home/planning-module/finance-setup/school-supplies-setup.md)
* [Other Fees](/product-guide-k12/admin-home/planning-module/finance-setup/other-fees-setup.md)
* [Receipt Number Format](/product-guide-k12/admin-home/planning-module/finance-setup/receipt-number-format-setup.md)
* [Cashier Settings](/product-guide-k12/admin-home/planning-module/finance-setup/cashier-settings.md)
* [Payment Instructions](/product-guide-k12/admin-home/planning-module/finance-setup/assessment-form-notes-setup.md)
* [Reconciliation](/product-guide-k12/admin-home/finance-module/reconciliation.md)

## Part 5: For the Academics Team

{% hint style="info" %}
**Pre-requisites:**&#x20;

1. All users must have the correct privileges
2. Subjects (under Grade Levels)

**Output:**&#x20;

1. Faculty profiles and schedules
2. **Faculty**: Teaching profiles for faculty members
   {% endhint %}

* [Faculty ](/product-guide-k12/admin-home/users-module/faculty.md)

{% hint style="info" %}
**Pre-requisites:**&#x20;

1. Planning Setup components
2. Faculty's teaching profiles

**Output:**&#x20;

1. **Scheduler**: Configured schedules for classes and faculty
   {% endhint %}

* [Scheduler](/product-guide-k12/admin-home/planning-module/scheduler.md)

## Part 6: For the School Administrators

{% hint style="info" %}
**Pre-requisites:**&#x20;

1. All users must have the correct privileges
2. Enrolled students

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

1. Clearance
   {% endhint %}

* [Clearance](/product-guide-k12/admin-home/utilities-module/clearance-manager.md)


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://info.edusuite.asia/product-guide-k12/admin-home/getting-started.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
