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…
Catalog & Setup Status Labels A status label is the named state an asset is in — Ready to Deploy, In Repair, Lost / Stolen, and so on. You define the labels yourself, and each…
Daily Operations Adding & Editing Assets Every asset record in Safekeep is created and maintained through one modal form — opened as Add entry, Edit, or Clone. This page walks the…
Daily Operations Asset Detail & Activity Every asset has a single detail page — the record of truth for who holds it right now and everything that has ever happened to it. It…
Daily Operations The Asset Registry The Assets page (Safekeep → Assets, URL ams/assets) is the registry — the master list of every asset your company tracks. From its Browse tab…
Reports & Automation Widgets, Reminders & Settings Everything ambient in the Assets module: the two dashboard widgets that surface assets without anyone opening the Safekeep menu…
Introduction Core Concepts & Data Flow The mental model behind Safekeep: one asset record at the center, a small catalog of master data that shapes it, an endorsement lifecycle…
Catalog & Setup Depreciations Define reusable straight-line depreciation profiles — a useful life in months plus a residual floor — attach one to an Asset Model, and let the…
Process & Reference FAQ & Troubleshooting The questions IT admins, custodians, and employees ask most often about the Assets (Safekeep) module — with the exact on-screen messages…
Daily Operations Maintenance Record every repair, upgrade, calibration, and support engagement against an asset — what was done, by which vendor, when it started and finished, and…