# Getting Started

Welcome to the **Edusuite UNI 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 get in touch with Edusuite's Support Team or file a ticket [here](https://edusuite.atlassian.net/servicedesk/customer/portal/1).

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Edusuite works best on a desktop computer using **Google Chrome**.
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If your school is a new Edusuite partner, refer to the checklist below for the recommended setup order.

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Parts **1** and **2** must be done in the order indicated.
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## Part 1: For the System Administrator

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**Pre-requisite:** None

**Outputs:** All users with correct privileges and administrative settings
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* [User Groups](https://info.edusuite.asia/product-guide-uni/admin-home/users/user-setup/user-groups)
* [Users](https://info.edusuite.asia/product-guide-uni/admin-home/users/user-setup/users)
* [User Information Fields](https://info.edusuite.asia/product-guide-uni/admin-home/users/user-setup/user-information-fields)
* [School Profile ](https://info.edusuite.asia/product-guide-uni/admin-home/settings/school-settings/school-profile)
* [Label Settings](https://info.edusuite.asia/product-guide-uni/admin-home/settings/school-settings/label-settings)
* [Links Manager](https://info.edusuite.asia/product-guide-uni/admin-home/utilities/links-manager)
* [Notification Templates](https://info.edusuite.asia/product-guide-uni/admin-home/settings/notification-templates)

## Part 2: For the Registrar and Academics Team

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**Pre-requisite:** All users must have the correct privileges

**Output:** Components for the Scheduler
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* [Room Types](https://info.edusuite.asia/product-guide-uni/admin-home/planning-1/planning/room-types)
* [Rooms](https://info.edusuite.asia/product-guide-uni/admin-home/planning-1/planning/rooms)
* [Schedule Types](https://info.edusuite.asia/product-guide-uni/admin-home/planning-1/planning/schedule-types)
* [Departments](https://info.edusuite.asia/product-guide-uni/admin-home/planning-1/planning/colleges)
* [Colleges](https://info.edusuite.asia/product-guide-uni/admin-home/planning-1/planning/colleges-1)
* [Grading Systems](https://info.edusuite.asia/product-guide-uni/admin-home/planning-1/planning/grading-systems)
* [Grading Templates](https://info.edusuite.asia/product-guide-uni/admin-home/planning-1/planning/grading-systems-1)
* [Courses](https://info.edusuite.asia/product-guide-uni/admin-home/planning-1/planning/courses)
* [Electives](https://info.edusuite.asia/product-guide-uni/admin-home/planning-1/planning/courses-1)
* [Course Equivalencies](https://info.edusuite.asia/product-guide-uni/admin-home/planning-1/planning/course-equivalency)
* [Program and Curriculum](https://info.edusuite.asia/product-guide-uni/admin-home/planning-1/planning/programs)
* [Block Sections](https://info.edusuite.asia/product-guide-uni/admin-home/planning-1/planning/block-sections)

## Part 3: For the Finance Team

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**Pre-requisite:** All users must have the correct privileges

**Output:** Components for managing financial processes
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* [Payment Mode Settings](https://info.edusuite.asia/product-guide-uni/admin-home/finance/finance-setup/payment-mode-settings)
* [Payment Schemes](https://info.edusuite.asia/product-guide-uni/admin-home/finance/finance-setup/payment-schemes)
* [Account Codes Setup](https://info.edusuite.asia/product-guide-uni/admin-home/finance/finance-setup/account-codes)
* [Tuition Plans](https://info.edusuite.asia/product-guide-uni/admin-home/finance/finance-setup/tuition-plans)
* [Discounts](https://info.edusuite.asia/product-guide-uni/admin-home/finance/finance-setup/discounts)
* [Penalties](https://info.edusuite.asia/product-guide-uni/admin-home/finance/finance-setup/penalties)
* [Other Fees](https://info.edusuite.asia/product-guide-uni/admin-home/finance/finance-setup/other-fees)
* [Payment Settings](https://info.edusuite.asia/product-guide-uni/admin-home/finance/finance-setup/payment-settings)
* [Refund Settings](https://info.edusuite.asia/product-guide-uni/admin-home/finance/finance-setup/or-formatting)
* [Adjustment Charges](https://info.edusuite.asia/product-guide-uni/admin-home/finance/finance-setup/or-formatting-1)
* [Preview SOA Instructions](https://info.edusuite.asia/product-guide-uni/admin-home/finance/finance-setup/preview-soa-instructions)
* [Enrollment Payment Instructions](https://info.edusuite.asia/product-guide-uni/admin-home/finance/finance-setup/enrollment-payment-instructions)
* [Receipt Number Settings](https://info.edusuite.asia/product-guide-uni/admin-home/finance/finance-setup/receipt-number-format)
* [Payment Channels (if applicable)](https://info.edusuite.asia/product-guide-uni/admin-home/finance/finance-setup/payment-channels)
* [Add Bank Account](https://info.edusuite.asia/product-guide-uni/admin-home/finance/reconciliation)

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You can already start working on Part 3 once the **courses** from Part 2 have been completed.
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## Part 4: Data Migration and Management

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**Pre-requisite:** All users must have the correct privileges

**Output:** Profiles of students and faculty
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* [S](https://info.edusuite.asia/product-guide-uni/admin-home/users/students)[tudents](https://info.edusuite.asia/product-guide-uni/admin-home/users/students)
* [Faculty](https://info.edusuite.asia/product-guide-uni/admin-home/users/faculty)

## Part 5: Planning For Enrollment

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**Pre-requisites:**

1. Planning Setup Components (Part 2)
2. Faculty's Teaching Profiles

**Output:**

1. **Scheduler**: Configured schedules for classes and faculty
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* [Configure Enrollment Settings and Policy](https://info.edusuite.asia/product-guide-uni/enrollment/enrollment-setup#h.p___81Hg9mykfw)
* [Generate a Class Demand or Run a Forecast](https://info.edusuite.asia/product-guide-uni/admin-home/planning-1/class-demand)
* [Create a Schedule](https://info.edusuite.asia/product-guide-uni/admin-home/planning-1/schedules)

## Part 6: Opening Enrollment for the Next Term

* [Open Enrollment](https://info.edusuite.asia/product-guide-uni/planning-1/schedules#h.p_bjL_ST3EFMPd)
* [Enable Student Portal Enlistment](https://info.edusuite.asia/product-guide-uni/enrollment/enrollment-setup#h.p___81Hg9mykfw-1)

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To prevent students with payables or pending requirements from various offices of the school from enlisting, set up [Clearances](https://info.edusuite.asia/product-guide-uni/admin-home/utilities/clearances) first before Part 6. 
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