# 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 %} --- # 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-uni/admin-home/getting-started.md?ask= ``` 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.