Learn how to use active ERPat modules through role-based instructions, standard operating procedures, field legends, standards, compliance reminders, and step-by-step workflows. Every guide is synchronized from the owning module and versioned whenever its instructions change.
Showing 7 of 478 synchronized guides.
Operator guide to the ERPat Compliance suite: an Overview dashboard plus disciplinary cases, investigations, corrective actions, disclosures, speak-up, training, policy attestations, a compliance calendar, analytics, and an immutable audit log.
Administer the ERPat Compliance suite: the per-area permission matrix, the disciplinary settings tab, the auto-close cron job, the routes overview, the two REST API surfaces, the append-only audit log, and demo-data management.
Day-to-day operating procedures across the twelve Compliance areas: open and progress disciplinary cases, run investigations on the kanban, drive corrective actions to verified closure, review disclosures, triage speak-up reports, assign training, publish policies and attestation campaigns, track calendar obligations, and read the analytics.
Troubleshooting and answers for the ERPat Compliance suite: why an area is missing, why editing is blocked, why a case auto-closed, where the demo data comes from, a glossary of the twelve areas, and how to escalate to support.
Technical reference for the ERPat Compliance suite: the 14 web controllers and 2 REST APIs with their routes, the 19 tables grouped by area, the 12 menu items and permission keys, the migration table, the demo seeder, and the cron job.
Research evidence behind the ERPat Compliance guide: the live module files inspected (manifest, config sidecars, controllers, models, migrations, seeder, helpers, tests) and the capabilities they confirm across the twelve areas, 19 tables, and system-log events.
First-run setup for the ERPat Compliance suite: enable the module, run module migrations, grant per-area permissions, load demo data, find each of the twelve areas in the menu, and follow a first-week path that starts at the Overview dashboard.