Getting Started

Last updated: March 2025

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.

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 and 2 must be done in the order indicated.

Part 1: For the System Administrator

• User Groups

• Users

• User Information Fields

• School Profile

• Label Settings

• Links Manager

• Notification Templates

Part 2: For the Registrar and Academics Team

• Room Types

• Rooms

• Schedule Types

• Departments

• Colleges

• Grading Systems

• Grading Templates

• Courses

• Electives

• Course Equivalencies

• Program and Curriculum

• Block Sections

Part 3: For the Finance Team

• Payment Mode Settings
• Payment Schemes
• Account Codes Setup
• Tuition Plans
• Discounts
• Penalties
• Other Fees
• Payment Settings
• Preview SOA Instructions

• Enrollment Payment Instructions

• Receipt Number Settings

• Payment Channels (if applicable)

You can already start working on Part 3 once courses from Part 2 have been accomplished.

Part 4: Data Migration and Management

• Students
• Faculty

Part 5: Planning For Enrollment

• Configure Enrollment Settings and Policy
• Generate a Class Demand or Run a Forecast
• Create a Schedule

Part 6: Opening Enrollment for the Next Term

• Open Enrollment
• Enable Student Portal Enlistment

To prevent students with payables or pending requirements from various offices of the school from enlisting, set up Clearances first before Part 6.