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 26 of 395 synchronized guides.
Catalog & Setup Locations A location is a physical place where an asset lives — a site, a building, a floor, a room. Locations form a small hierarchy (rendered as a Parent > Child…
Reports & Automation Asset Reports Four read-only roll-up tables under one "Asset Reports" screen — the maintenance history of your fleet, the assets whose physical audit is…
Reference Glossary & Legends The reference page for the Assets (Safekeep) module: every term you will meet in the screens and in this guide, plus the exact status vocabularies…
Catalog & Setup Asset Groups An asset group is a named, free-form bundle of asset entries — a workstation kit, everything in Conference Room B, the field team's loaner pool…
Catalog & Setup Asset Models An asset model is a catalog template for a kind of hardware — think "MacBook Pro 14 M3" or "Dell UltraSharp U2723QE". Instead of retyping the…
Complete user guide for the ERPat Assets (Safekeep) module: asset registry, checkout/endorsement lifecycle, audits, maintenance, depreciation, custom fields, import/export, labels, and reports.
Catalog & Setup Custom Fields & Fieldsets Custom Fields let you record data ERPat's built-in asset form doesn't have a box for — serial-adjacent details like IMEI, MAC address, OS…
Asset overviewFleet health at a glance — deployment, audits due, and warranties expiring. 248Total assets 171Deployed 54Ready to deploy 14In maintenance 3⚠ Audit due 6⏳ Warranty…
Introduction Getting Started Enable the Assets module, let the migrations build and seed the catalog, grant the right people access, and switch on the reminder crons — then…
Daily Operations Import, Export & Labels Three bulk tools live on the Asset Registry toolbar: Import Assets brings whole inventories in from a CSV/XLSX (including a raw Snipe-IT…