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 357 of 357 synchronized guides.
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…
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…
Administer ERPat Field Service: Lite and Pro feature flags, the full permission set, the settings hub sub-tabs, notification events, the six per-tenant cron jobs, the AI-assist opt-in with data-privacy acknowledgement, and the client and end-user API stacks.
Standard operating procedures for ERPat Field Service: intake and triage requests, convert to work orders, schedule and dispatch technicians, execute jobs on site with tasks, photos, signature, parts and time, review and approve, quote, bill, and run the customer portal and offline app.
Troubleshooting and FAQ for ERPat Field Service: fix missing availability slots, parts not reducing stock, invoices that will not create, and AI assist that appears unavailable, plus a glossary of module terms and how to escalate to support.