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 complete user guide to ERPat's equipment management module: the register, the custody and endorsement lifecycle, service and audits, depreciation and disposal, reporting, setup and data quality.
Named, free-form bundles of equipment — a workstation kit, a room, a loaner pool — used for tagging and bulk selection rather than for driving any lifecycle behaviour.
The complete Safekeep access-control reference: the module toggle, all ten permission categories and every one of the 57 keys in them, actions gated by identity rather than a permit, suggested role presets, and a preset-to-checkbox map.
Your own status vocabulary and the four fixed deploy types behind it, including which statuses allow equipment to be handed out at all and which take it out of service.
Use the one-page asset command view to see identity, custody, lifecycle, service, value, disposal, record quality, and activity in one place.
Catalogue templates for the products you buy repeatedly, so a new unit inherits its manufacturer, category and specification instead of being typed in again every time.
The mental model behind Safekeep — asset, custody, endorsement, issue, campaign, financial book and disposal — how each is created, and how the activity log ties them together.
Switching the module on, letting the migrations build and seed the catalogue, granting the right people access, touring the nine sidebar entries, and registering your first piece of equipment.
Recording data the built-in form has no box for: defining fields once as a catalogue, grouping them into fieldsets, and attaching a fieldset to a category so the right fields appear.
Reusable straight-line depreciation profiles in Safekeep: the useful life and residual floor they hold, how a profile seeds an asset's financial book, what happens when one is edited or deleted, and why a book keeps its own copy.