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.
Troubleshooting, glossary, and frequently asked questions for the ERPat Movements module — mobility limits, immutable audit rows, automatic capture, salary visibility, and common error messages.
Enable the ERPat Movements module: run its module migrations, turn it on in Manage Modules, grant the Human Resource: Mobility permissions, understand the seeded mobility policy defaults, and load the demo data.
Overview of the ERPat Offboarding module: run one accountable case per employee departure covering handover tasks, asset returns, access deactivation, department sign-offs, and final clearance.
Count your drawer and close your shift so ERPat records expected versus counted cash, the variance, and the sequential Z-read number.
Reference · Workflows Workflows & SOPs The whole module, wired together. Seven end-to-end Standard Operating Procedures — from designing a scorecard to running a full review…
End-user guide for the ERPat Hospital module: patient registration, OPD flow, beds & nursing, operating rooms, pharmacy, diagnostics, billing, PhilHealth/DOH/BIR compliance readiness, and the patient portal — for front desk, nurses, physicians, billing, and administrators.
A compact reference of the screens, data records, routes, permissions, and supporting files that make up the Todo module package.
The routine operating manual for staff who run Promos day to day — the core screens, records, and workflows to use once setup is complete.
Answers to the most common setup, access, workflow, and support questions for the Projects module, with troubleshooting and support guidance.
A practical first-run checklist for enabling Promos, granting the right permissions, preparing your starter data, and training the first users.