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 questions administrators, custodians and employees ask most often, with the exact on-screen message, the reason behind the behaviour, and what to do about it.
Seven end-to-end standard operating procedures, from commissioning a newly purchased laptop through endorsing it with a signed receipt to auditing, repairing and finally retiring it.
Planning a physical count of your equipment, freezing what is in scope, deciding what the count finds, and certifying the result so the register can be relied on.
The quick one-asset handover and return: endorsing equipment to somebody, confirming receipt, requesting a return, checking it back in, and how these relate to full custody records.
Who holds every asset right now, how equipment moves between people, places and outside parties, and what happens when it comes back — the Custody page, transfers, return requests and receiving.
Reporting that equipment is broken, deciding how serious it is, sending it to the Helpdesk queue, and the confirmation step that stops a closed ticket from being mistaken for a working laptop.
Naming the person answerable for equipment held by an office, a team, a project or an outside party — appointing a primary caretaker, handing the role over, the establishment workspace, and the nightly check that finds rosters pointing at people who have left.
What the two Assets programming interfaces are for, what each one can reach, the four access scopes and how to choose between them, and what an employee's phone can do without any administrator permission at all.
Scoring how good your equipment records actually are, working the queues of assets with something missing or wrong, cleaning up placeholder catalogue entries, and fixing hundreds of rows in one supervised run.
Retiring equipment in Safekeep: the request, assessment, approval, data-wipe and completion path, what blocks a disposal and why, when sanitization is required, how an exception is granted on the record, and the gain or loss the certificate reports.