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 478 of 478 synchronized guides.
Answers to common ERPat File Storage questions and fixes for everyday problems — missing menu, upload and share failures, dead share links, files that will not permanently delete, malware scanning, a glossary, and how to escalate to support.
Answers to the most common setup, access, workflow, and support questions for the Lending module, with troubleshooting and support guidance.
02 — KPI Categories & Metrics Definition Document: KPI Categories, Individual Metrics, Scoring Scales, Weights & Aggregation Module: KPI Matrix (Employee Performance Management)…
A compact reference of the screens, data records, routes, permissions, and supporting files that make up the Recruitment module package.
The routine operating manual for staff who run Marketing day to day — the core screens, records, and workflows to use once setup is complete.
A practical first-run checklist for enabling Marketing, granting the right permissions, preparing your starter data, and training the first users.
The public, searchable self-service knowledge base: categories, articles, publishing, anonymous guest access, and CMS-themed public shell.
A compact reference of the screens, data records, routes, permissions, and supporting files that make up the Kiosk module package.
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.
The vocabulary of the ERPat School module explained: learner, guardian link, enrollment, section, grading scheme, the draft→submitted→approved→released grade state, report cards, and the audit trail — and how they connect.