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.
Daily Operations Import, Export & Labels Three bulk tools live on the Asset Registry toolbar: Import Assets brings whole inventories in from a CSV/XLSX (including a raw Snipe-IT…
Process & Reference ITAM Standards & Practices How the Safekeep module maps onto the industry playbook — the standard IT asset lifecycle, the practices ISO/IEC 19770-1 and ITIL 4…
Catalog & Setup Locations A location is a physical place where an asset lives — a site, a building, a floor, a room. Locations form a small hierarchy (rendered as a Parent > Child…
Process & Reference Permissions & Roles The complete access-control reference for the Assets (Safekeep) module — where permissions are granted, every permission key the module…
Process & Reference Workflows & SOPs The whole Safekeep module, wired together. This page walks you through seven end-to-end Standard Operating Procedures — from commissioning a…
Daily Operations Adding & Editing Assets Every asset record in Safekeep is created and maintained through one modal form — opened as Add entry, Edit, or Clone. This page walks the…
Catalog & Setup Asset Groups An asset group is a named, free-form bundle of asset entries — a workstation kit, everything in Conference Room B, the field team's loaner pool…
Daily Operations Auditing Assets A physical audit is the moment you prove the registry is true — you find the asset, check who actually holds it and what shape it is in, and stamp…
Catalog & Setup Categories Categories are the classification tree for your asset registry — Hardware > Computers > Laptops, Furniture, Vehicles. Every asset added or edited on the…
Daily Operations Checkout & Check-in The endorsement lifecycle is the heart of Safekeep: an asset is checked out (endorsed) to a staff member, the assignee confirms receipt —…