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 35 of 478 synchronized guides.
The three bulk tools on the register toolbar: importing whole inventories from a spreadsheet, exporting a filtered file that imports back cleanly, and printing QR asset labels.
The classification tree behind the register: how categories shape custom fields, depreciation defaults and acceptance requirements, and why every asset must have exactly one.
Sites, buildings, floors and rooms as a small hierarchy, how they appear on the asset form, and the part they play in audit scope, custody and reporting.
How Safekeep maps onto the recognised IT asset management playbook — the standard lifecycle, what ISO/IEC 19770-1 and ITIL 4 describe, and why acknowledgement and signature matter for custody.
Everything Safekeep does without being asked: four dashboard widgets, the topbar shortcut, sixteen scheduled jobs with their timings and who each one chases, the settings that tune them, and all twenty-six notification events.
Every term you will meet in the screens and in this guide, plus each status vocabulary with the colour its badge uses, so an unfamiliar word or coloured chip can be looked up in one place.
Twenty-three reports grouped by the question they answer — what we own, who is holding it, what is broken, what a count found, how good the register is, and what it is all worth — with filters and server-side spreadsheet export.
Turning a repair into a work order — scheduling it, approving the spend, tracking parts, labour and downtime, recording what was actually done, and claiming it back under warranty.
The equipment list screen: what each column means, the filters and search, the toolbar, the actions available on a row, and the tabs that sit alongside it.
Every field on the add, edit and clone form in on-screen order, what picking an asset model fills in for you, and how a category's custom fields appear and are validated.