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 26 of 357 synchronized guides.
Reports & Automation Asset Reports Four read-only roll-up tables under one "Asset Reports" screen — the maintenance history of your fleet, the assets whose physical audit is…
Daily Operations Maintenance Record every repair, upgrade, calibration, and support engagement against an asset — what was done, by which vendor, when it started and finished, and…
Catalog & Setup Status Labels A status label is the named state an asset is in — Ready to Deploy, In Repair, Lost / Stolen, and so on. You define the labels yourself, and each…
Daily Operations Asset Detail & Activity Every asset has a single detail page — the record of truth for who holds it right now and everything that has ever happened to it. It…
Catalog & Setup Depreciations Define reusable straight-line depreciation profiles — a useful life in months plus a residual floor — attach one to an Asset Model, and let the…
Daily Operations The Asset Registry The Assets page (Safekeep → Assets, URL ams/assets) is the registry — the master list of every asset your company tracks. From its Browse tab…
Reports & Automation Widgets, Reminders & Settings Everything ambient in the Assets module: the two dashboard widgets that surface assets without anyone opening the Safekeep menu…
Catalog & Setup Asset Models An asset model is a catalog template for a kind of hardware — think "MacBook Pro 14 M3" or "Dell UltraSharp U2723QE". Instead of retyping the…
Complete user guide for the ERPat Assets (Safekeep) module: asset registry, checkout/endorsement lifecycle, audits, maintenance, depreciation, custom fields, import/export, labels, and reports.
Asset overviewFleet health at a glance — deployment, audits due, and warranties expiring. 248Total assets 171Deployed 54Ready to deploy 14In maintenance 3⚠ Audit due 6⏳ Warranty…