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 modules40
Published guides357
SOPs3
Updated this month13
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 357 synchronized guides.

school × Beginner ×
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.

School Reference Public

Enrollment & Admissions Workflow

The full ERPat School admissions workflow: create an application, auto-populate the DepEd document-requirement checklist, submit, verify or waive requirements, then approve to materialise the section roster (or reject) — with status history and audit at every decision.

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.

School Reference Public

Reports & DepEd Compliance

The reporting and DepEd-alignment tools in ERPat School: the summary dashboard, the LIS/EBEIS learner-data validator that flags missing or duplicate LRNs and incomplete demographics, and the SF1-style masterlist export — all internal preparation aids, never a replacement for official DepEd submission.

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.

School Reference Public

Core Concepts & Data Model

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.

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.

School Reference Public

Teacher & Adviser Playbook

Everyday guide for teachers and class advisers in ERPat School: take the daily section attendance register, encode Written Work / Performance Task / Quarterly Assessment scores on the class record, and submit quarter grades for the school head to release.

School Reference Public

Academic Structure Setup

How to build the academic backbone in ERPat School: school years (and the current-year flag), grading terms, sections with advisers, subjects and subject groups, rooms, and the seeded Kinder–G12 grade levels and SHS tracks/strands reference data.

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.