Implementation Guide

Last updated: February 1, 2021 by BAS

Welcome to Edusuite's Implementation User Guide! This user guide provides step-by-step instruction in setting up the system. Each function may be viewed and edited depending on the privileges/access granted to a user. For other concerns, which may not be covered in this user guide, contact Edusuite's Support Team.

Edusuite is best accessed on a desktop computer with Google Chrome as your browser.

If your school is a new Edusuite partner, you can refer below for the order of items to set up first. You may also download the pdf version of the checklist here.

Parts 1 and 2 must be done in the order as 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

• Courses

• Course Equivalency

• Program and Curriculum

• Block Sections

Part 3: For the Finance Team

• Payment Schemes

• Ledger Code Setup

• Tuition Plans

• Discounts

• Penalties

• Other Fees

• Payment Settings

• OR Formatting

• SOA Instructions

• Assessment Form Notes

• Receipt Number Formatting

You can already start working on Part 3 once courses from Part 2 has 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, setup Clearances first before Part 6.