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.
Process & Reference Permissions & Roles The complete access-control reference for the Assets (Safekeep) module — where permissions are granted, every permission key the module…
Process & Reference Workflows & SOPs The whole Safekeep module, wired together. This page walks you through seven end-to-end Standard Operating Procedures — from commissioning a…
Catalog & Setup Categories Categories are the classification tree for your asset registry — Hardware > Computers > Laptops, Furniture, Vehicles. Every asset added or edited on the…
Daily Operations Checkout & Check-in The endorsement lifecycle is the heart of Safekeep: an asset is checked out (endorsed) to a staff member, the assignee confirms receipt —…
ERPat Assets (IT Asset Management) — Implementation & Improvement Plan Status: Research complete · module audited · Phase 0 in progress. Target: A Snipe-IT-class IT Asset…
Daily Operations Auditing Assets A physical audit is the moment you prove the registry is true — you find the asset, check who actually holds it and what shape it is in, and stamp…