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

Pre-requisite: None

Outputs: All users with correct privileges and administrative settings

• User Groups

• Users

• User Information Fields

• School Profile

• Label Settings

• Links Manager

• Notification Templates

Part 2: For the Registrar and Academics Team

Pre-requisite: All users must have the correct privileges

Output: Components for the Scheduler

• 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

Pre-requisite: All users must have the correct privileges

Output: Components for managing financial processes

• 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 (if applicable)

• Add Bank Account

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

Part 4: Data Migration and Management

Pre-requisite: All users must have the correct privileges

Output: Profiles of students and faculty

• Students

• Faculty

Part 5: Planning For Enrollment

Pre-requisites:

1. Planning Setup Components (Part 2)

2. Faculty's Teaching Profiles

Output:

1. Scheduler: Configured schedules for classes and faculty

• 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.