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 7 of 395 synchronized guides.

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Notes Reference Public

Module Research Notes

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

Notes Reference Public

Administration and Controls

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

Notes Reference Public

FAQ and Troubleshooting

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

Notes Reference Public

Getting Started

A practical first-run checklist for enabling Notes, granting the right permissions, preparing your starter data, and training the first users.

Notes Overview Public

Notes

Standalone ERPat Notes module. Controller, model, views, routes, menu and permissions are owned by this package and loaded at runtime through the HMVC compatibility layer (App_Router + module package paths). The module slug is 'note' to match the legacy module_note active-setting.

Notes Reference Public

Daily Operations

The routine operating manual for staff who run Notes day to day — the core screens, records, and workflows to use once setup is complete.

Notes Reference Public

Data and Screen Reference

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