Edusuite
  • Home
  • Product Guide: UNI
    • 📘Administrator
      • Getting Started
        • System Home Page
      • Planning
        • Planning Setup
          • Room Types
          • Rooms
          • Schedule Types
          • Departments
          • Colleges
          • Grading Systems
          • Grading Templates
          • Courses
          • Electives
          • Course Equivalencies
          • Programs
          • Block Sections
        • Class Demand
        • Schedules
          • Plotting Schedule
          • Section Offerings Management
          • Opening Enrollment
      • Registrations
        • Registration Setup
        • Student Registrations
      • Enrollment
        • Enrollment Setup
          • General Enrollment Settings
          • Block Enrollment Settings
          • Enrollment Schedule
          • Enrollment Policy
        • Enlistments
        • Enrollment Status
      • Finance
        • Finance Setup
          • Payment Mode Settings
          • Payment Schemes
          • Account Codes Setup
          • Tuition Plans
          • Discounts
          • Penalties
          • Other Fees
          • Payment Settings
          • Refund Settings
          • Adjustment Charges
          • Preview SOA Instructions
          • Enrollment Payment Instructions
          • Receipt Number Settings
          • Payment Channels Manager
        • Online Payments Dashboard
        • Payments
        • SOA Manager
        • SOA Preview Manager
        • Reconciliation
      • Users
        • User Setup
          • User Groups
          • Users
          • User Information Fields
        • Students
        • Faculty
      • Utilities
        • Ongoing Classes
          • Auto-Computation of Final Grades
        • Clearances
        • Ticket Requests
        • Announcements
        • Links Manager
        • Notifications Dashboard
      • Security
      • Reports
        • Student Reports
        • Faculty Reports
        • Finance Reports
      • Settings
        • School Settings
          • School Profile
          • Data Import Wizard
          • Term Settings
          • Flowchart Simulator
          • System Label Settings
          • Student Number Generator
          • Grading Settings
          • User Settings
          • Integration
            • Canvas by Instructure
        • Notification Templates
        • Report Templates
    • 📘Faculty
      • Getting Started
      • Account Management
      • Teaching Settings
      • Managing Classes
        • Accepting or Rejecting Offered Classes
        • Viewing Class Lists
        • Updating Grades
      • Ticket Requests
    • 📘Student
      • Getting Started
      • Account Management
      • Profile Verification
      • Enlistment
      • Viewing of Grades
      • Transaction History
      • Ticket Requests
  • Product Guide: K12
    • 📘Administrator
      • Getting Started
        • Account Management
        • System Home Page
      • Planning
        • Grading Setup
          • Grading Settings
          • Academic Grading Setup
          • Non-Academic Grading Setup
        • School Year Setup
          • Workflow Settings
          • Units
          • Academic Terms
          • Room Types
          • Rooms
          • Schedule Types
          • Tracks and Strands
          • Grade Levels
          • Subject Areas
          • Sections
          • Clubs
        • Finance Setup
          • 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
        • Scheduler
      • Registrations
        • Registration Setup
        • Student Registration
        • Manage Registrations
      • Enrollment
        • Enrollment Setup
        • Subject Tagging
        • Enlistment
        • Requirements Verification
        • School Supplies Monitoring
        • Enrollment Status List
      • Finance
        • Online Payments Dashboard
        • Payments
        • Payments Verification
        • SOA Manager
        • Reconciliation
      • Users
        • User Setup
          • User Groups
          • Users
          • User Information Fields
        • Guardians
        • Student
          • Student Records
        • Faculty
        • Faculty Groups
      • Ongoing Classes
        • Academic Scoresheet
        • Non-Academic Scoresheet
          • Adviser's Remarks
        • Clubs Scoresheet
        • Principal's Remarks
        • Promotion Tagging
      • Utilities
        • Clearance Manager
        • Links Manager
        • Announcements
        • Notifications
      • Reports
        • Finance Reports
        • Student Reports
        • Faculty Reports
      • Settings
        • School Settings
        • Notification Templates
        • Report Templates
      • Security
    • 📘Faculty
      • Account Management
      • Faculty Portal Home Page
      • Manage Academic Scoresheets
      • Manage Non-Academic Scoresheets
      • Clubs Scoresheet
      • Principal's Remarks
    • 📘Guardian/Parents
      • Account Management
      • Guardian/Parents Portal Home Page
      • Student Registration
      • Online Enrollment
      • Payments and Transaction History
      • Grades Viewing
  • Product Guide: ADMISSIONS
    • 📘Administrator
      • General
        • Landing Page
        • Home Page
      • Login and Profile
        • Login
        • Reset Password
        • Update Password
      • Planning
        • Admissions Setup
        • Interview Setup
        • Examination Schedule
        • Tagging Setup
        • Track Setup
        • Announcements
        • Admission Decision Status
      • Finance
        • Fee Setup
        • Discounts
      • Registrations
        • Bulk Update
        • For Payment
        • For Review
        • For Recommendation
        • For Processing
        • For Deliberation
        • For Interview
        • Manage Interview Notes
        • For Releasing of Results
      • Admission Decision
        • Decision Tagging
        • Applicant Tagging
        • Resolution
        • Reports
      • Resolution
      • Reports and Downloads
      • Inquiry
      • Users
      • Settings
      • Security
    • 📘Applicant
      • Login and Profile
      • Home
      • Applications
        • My Registrations
        • My Payables
        • My Recommendations
        • My Schedules
        • My Requirements
  • REPORT AN INCIDENT
    • 🏫Edusuite UNI
      • UNI Administrator
      • UNI Faculty
      • UNI Student
    • 🏫Edusuite K12
      • K12 Administrator
      • K12 Faculty
      • K12 Parent/Guardian
    • 🏫Edusuite Admissions
      • Admissions Administrator
      • Admissions Applicant
    • ❓Product Inquiry
    • 👍Feature Request
Powered by GitBook
On this page
  • Access and Navigation
  • Clusters
  • Setup the Cluster Module
  • Add a Cluster
  • Edit a Cluster
  • Delete a Cluster
  • Machine Sequences
  • Setup the Machine Sequence Module
  • Grades Approvals

Was this helpful?

  1. Product Guide: K12
  2. Administrator
  3. Planning
  4. School Year Setup

Workflow Settings

Last updated: January 2025

PreviousSchool Year SetupNextUnits

Last updated 2 months ago

Was this helpful?

Access and Navigation

To access this module, go to Planning > School Year Setup > Workflow Settings

If you cannot view the link from the list, check the privilege assigned to your user account or role.

Contact your school’s system administrator to request view or edit access if you cannot access the rights management screen.

Clusters

Setup the Cluster Module

Toggle the switch to have access to the cluster module

Add a Cluster

  • Click the + New button in the Clusters menu

  • Fill out the necessary information

    • Cluster Name

    • Coordinator

  • Click on Add New Cluster to save the Information

Edit a Cluster

  • Select a cluster to edit and click on the Pencil icon

  • Fill out the necessary information

    • Cluster Name

    • Coordinator

  • Click on the Update Cluster to save any changed Information

Delete a Cluster

  • Select a Cluster to delete, then click on the Trash bin icon

  • A confirmation dialogue will be displayed

    • Upon clicking the Yes, Delete option, the system will then delete the selected cluster

    • Upon clicking No option, the system will close the confirmation dialogue

Machine Sequences

Setup the Machine Sequence Module

Toggle the switch to have access to the Machine Sequence module under Finance setup.

To set the Machine Sequence, simply enter a unique identifier for the current machine being used. Payment modes will refer to which set of transactions will be accepted by the system.

By default, if Machine Sequence has been disabled, all payment modes are applicable.

Grades Approvals

The Grades Approval feature will be rolling out in the coming weeks. We’ll host webinars and provide comprehensive guides to help your institution get started. Stay tuned for updates and check out our Knowledge Base for detailed instructions once the feature goes live.

📘