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 390 of 395 synchronized guides.

Beginner ×
Marketing Reference Public

Administration and Controls

How administrators keep Marketing secure and reliable: permissions, menus, settings, public pages, API surfaces, migrations, and change management.

Marketing Reference Public

Data and Screen Reference

A compact reference of the screens, data records, routes, permissions, and supporting files that make up the Marketing module package.

Logistic Reference Public

FAQ and Troubleshooting

Answers to the most common setup, access, workflow, and support questions for the Logistic module, with troubleshooting and support guidance.

KPI Matrix Reference Public

Scoring & Rating Bands

Reference & Standards Scoring & Rating Bands How a raw number — a 96% attendance rate, a 3.2-hour resolution time — becomes a fair 1.00–5.00 score, and how those scores roll up…

Helpdesk Reference Public

Getting Started & Setup

Enable the Helpdesk module, configure per-pillar toggles, assign RBAC permissions, and navigate the Help Center.

Example Reference Public

Module Research Notes

Evidence gathered from the current Example module files — controllers, models, configs, and migrations — before writing these user guide pages.

Barangay Governance Reference Public

Data and Screen Reference

A compact reference of the screens, data records, routes, permissions, and supporting files that make up the Barangay Governance module package.

Assets Reference Public

Asset Reports

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…

Assets Reference Public

Glossary & Legends

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…

Appointments Reference Public

Online Booking Portal

End-user documentation for the ERPat Appointments module (spa / salon / clinic booking).