> For the complete documentation index, see [llms.txt](https://info.edusuite.asia/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://info.edusuite.asia/product-guide-uni/admin-home/getting-started.md).

# 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).

{% 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** and **2** must be done 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 Groups](/product-guide-uni/admin-home/users/user-setup/user-groups.md)
* [Users](/product-guide-uni/admin-home/users/user-setup/users.md)
* [User Information Fields](/product-guide-uni/admin-home/users/user-setup/user-information-fields.md)
* [School Profile ](/product-guide-uni/admin-home/settings/school-settings/school-profile.md)
* [Label Settings](/product-guide-uni/admin-home/settings/school-settings/label-settings.md)
* [Links Manager](/product-guide-uni/admin-home/utilities/links-manager.md)
* [Notification Templates](/product-guide-uni/admin-home/settings/notification-templates.md)

## Part 2: For the Registrar and Academics Team

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

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

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

## Part 3: For the Finance Team

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

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

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

{% hint style="success" %}
You can already start working on Part 3 once the **courses** from Part 2 have been completed.
{% endhint %}

## Part 4: Data Migration and Management

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

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

* [S](/product-guide-uni/admin-home/users/students.md)[tudents](/product-guide-uni/admin-home/users/students.md)
* [Faculty](/product-guide-uni/admin-home/users/faculty.md)

## Part 5: Planning For Enrollment

{% hint style="info" %}
**Pre-requisites:**

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

**Output:**

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

* [Configure Enrollment Settings and Policy](https://info.edusuite.asia/product-guide-uni/admin-home/pages/-M5dqKtuogBCQICKg4Nb#h.p___81Hg9mykfw)
* [Generate a Class Demand or Run a Forecast](/product-guide-uni/admin-home/planning-1/class-demand.md)
* [Create a Schedule](/product-guide-uni/admin-home/planning-1/schedules.md)

## Part 6: Opening Enrollment for the Next Term

* [Open Enrollment](https://info.edusuite.asia/product-guide-uni/admin-home/pages/-M630rd3SI7u9ueKGvHi#h.p_bjL_ST3EFMPd)
* [Enable Student Portal Enlistment](https://info.edusuite.asia/product-guide-uni/admin-home/pages/-M5dqKtuogBCQICKg4Nb#h.p___81Hg9mykfw-1)

{% hint style="info" %}
To prevent students with payables or pending requirements from various offices of the school from enlisting, set up [Clearances](/product-guide-uni/admin-home/utilities/clearances.md) first before Part 6. 
{% endhint %}