End-user instruction center

ERPat User Guide

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.

Active modules48
Published guides395
SOPs3
Updated this month395
01Getting StartedBeginner-friendly first steps SOPStandard ProceduresRequired operational workflows AaLegends & FieldsStatus, badge, and field meanings Controls & ComplianceReview points and reminders

End-user guides from active ERPat modules

Showing 26 of 395 synchronized guides.

school × Beginner ×
School Reference Public

Academic Structure Setup

How to build the academic backbone in ERPat School: school years (and the current-year flag), grading terms, sections with advisers, subjects and subject groups, rooms, and the seeded Kinder–G12 grade levels and SHS tracks/strands reference data.

School Reference Public

Administration, Settings & Portals

The administrator’s reference for ERPat School: the School Settings toggles (parent/student portals, visitor pass, default grading policy), permission management and segregation of duties, provisioning portal logins, per-tenant migrations, and the optional module integrations.

School Reference Public

Daily Operations SOP

The ERPat School operating calendar as standard procedures: start-of-school-year setup, daily attendance and front-desk routines, per-quarter grade encoding and release, and end-of-year report cards and promotion — with the exact click paths and who owns each.

School Reference Public

Data Privacy & Safeguarding

How ERPat School protects children’s data: the RA 10173 verified-link gate for portal access, released-only grade visibility, segregated and audited health and child-protection (RA 7610/RA 10627) domains, and the full audit trail of sensitive actions.

School Reference Public

Enrollment & Admissions Workflow

The full ERPat School admissions workflow: create an application, auto-populate the DepEd document-requirement checklist, submit, verify or waive requirements, then approve to materialise the section roster (or reject) — with status history and audit at every decision.

School Reference Public

FAQ & Troubleshooting

Answers to the most common ERPat School questions: why a parent can't see their child, which grading policy applies, why a class record is locked, do the SF exports replace DepEd LIS/EBEIS, why the portal or visitor page is missing, and more.

School Reference Public

Learner Attendance

How to take school attendance in ERPat: load a section's daily register by date and session, mark each learner present, absent, late or excused with reasons and time-in, bulk-save, and browse the attendance records — kept separate from employee/biometric HR attendance.

School Reference Public

Learners & Guardians

Managing the learner master index and the guardian directory in ERPat School: LRN and PII fields, the learner profile, adding guardians, creating and verifying the learner↔guardian link (the Data Privacy gate), and provisioning parent/student portal logins.

School Reference Public

LMS Bridge & Communication

The optional integrations in ERPat School: bridging a section to a Learn course to push its roster, and launching school communication — announcements, parent-teacher messages, and the calendar — through ERPat's existing core modules instead of duplicating them.

School Reference Public

Report Cards (SF9-style)

Generating SF9-style report cards in ERPat School: how released quarterly grades aggregate into per-subject finals and a general average, the Promoted/Retained remark, who may generate and release a card, and how it appears to parents and students.