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 478 of 478 synchronized guides.

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Projects Overview Public

Projects

Standalone ERPat Projects module (the project-management subsystem: projects, tasks, milestones, gantt, timesheets, task statuses, project comments/files/members/settings). Controllers, models, views, language, helpers, routes, menu, permissions, dashboard widgets and cron jobs are owned by this package and loaded at runtime through the HMVC compatibility.

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Marketing Overview Public

Marketing

ERPat Marketing command center. Consolidates the email-campaign surface and extends it with a CRM acquisition pipeline, tracking/attribution, consent/suppression, a social publish queue, automations, and AkbAI (Hermes) assistance. Owns its controllers, views, permissions, menu, migrations and language via the HMVC compatibility layer.

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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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Assets Reference Public

ITAM Standards & Practices

How Safekeep maps onto the recognised IT asset management playbook — the standard lifecycle, what ISO/IEC 19770-1 and ITIL 4 describe, and why acknowledgement and signature matter for custody.

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Appointments Reference Public

Calendar & Appointments

End-user documentation for the ERPat Appointments module (spa / salon / clinic booking).

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Appointments Reference Public

Checkout & Payments

End-user documentation for the ERPat Appointments module (spa / salon / clinic booking).

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Village Reference Public

FAQ and Troubleshooting

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

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Barangay Governance How-to Guide Public

Introduction

Introduction Implementation status (2026-07-10): All 8 phases built in modules/Barangay/ (v1.0.0) — 21 controllers, 40+ models, 8 idempotent migrations (36 tables), 4 cron jobs, 4…

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compliancefeaturemodulemodule:barangaymulti-tenancy

Movements Overview Public

Movements

Overview of the ERPat Movements module — the HR Operations workspace for employee movement audit trails, internal hiring, and a self-service internal job portal governed by a configurable mobility policy.

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Production Reference Public

Mfg Dashboard & Settings

Advanced Manufacturing Mfg Dashboard & Settings The control-center of the Advanced Manufacturing area: a read-only Dashboard that shows the state of the shop floor at a glance, a…

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ERPat User Guide

End-user guides from active ERPat modules

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