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 modules58
Published guides478
SOPs3
Updated this month123
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 26 of 478 synchronized guides.

school ×
School Reference Public

Daily Operations SOP

The ERPat School operating calendar as standard procedures: start-of-school-year setup, daily attendance and front-desk routines, per-quarter grade encoding and release, and end-of-year report cards and promotion — with the exact click paths and who owns each.

100%helpful
School Reference Public

Roles & Access Map

Who does what in the ERPat School module and exactly which permission unlocks each screen and action — registrar, teacher/adviser, principal, guidance and clinic, system admin, plus the parent, student and gate-security surfaces.

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School Reference Public

Screen, Route & Data Reference

The quick-reference for ERPat School: every staff page with its route and base permission, the two portals, the full permission list, the status vocabularies (application, grade release, attendance, support, visitor), the audited actions, and the settings keys.

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School Reference Public

Parent Portal Playbook

Guide for parents and guardians using the ERPat School parent portal: how to sign in, why you see only your verified children and only released grades, and how to read your child’s grades, attendance summary, and enrollment.

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School Reference Public

Administration, Settings & Portals

The administrator’s reference for ERPat School: the School Settings toggles (parent/student portals, visitor pass, default grading policy), permission management and segregation of duties, provisioning portal logins, per-tenant migrations, and the optional module integrations.

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School Reference Public

Grading Engine

How grading works in ERPat School: the class record (section+subject+term), encoding Written Work / Performance Task / Quarterly Assessment, the config-driven engine that runs DepEd Order 8 s.2015 and MATATAG DO10 s.2024 side by side, transmutation and descriptors, and the draft→submitted→approved→released governance.

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School Reference Public

Guidance & Clinic Playbook

Guide for guidance counselors and clinic staff in ERPat School: manage student-support cases, work the confidential child-protection/anti-bullying safeguarding surface (RA 7610/RA 10627), and handle restricted, audited learner health records.

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School Reference Public

System Administrator Playbook

Guide for the ERPat system administrator running the School module: enable it and run per-tenant migrations, grant and separate permissions, configure portals and the default grading policy, provision portal logins, and keep the module healthy across tenants.

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School Reference Public

Gate Security & Visitor Playbook

Guide for front-desk and gate-security staff in ERPat School: issue a visitor pass, check visitors in and out at the gate with each scan logged, and revoke a pass — the child-safety front line.

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School Reference Public

Learners & Guardians

Managing the learner master index and the guardian directory in ERPat School: LRN and PII fields, the learner profile, adding guardians, creating and verifying the learner↔guardian link (the Data Privacy gate), and provisioning parent/student portal logins.

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