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 357 of 357 synchronized guides.

Promos Reference Public

Daily Operations

The routine operating manual for staff who run Promos day to day — the core screens, records, and workflows to use once setup is complete.

Projects Reference Public

Module Research Notes

Evidence gathered from the current Projects module files — controllers, models, configs, and migrations — before writing these user guide pages.

Marketing Reference Public

Getting Started

A practical first-run checklist for enabling Marketing, granting the right permissions, preparing your starter data, and training the first users.

KPI Matrix How-to Guide Public

03 — Database Schema Design

03 — Database Schema Design Module: KPI Matrix Status: Implemented — reconciled to migration modules/KpiMatrix/migrations/20260604185300_create_kpi_matrix_tables.php Last Revised…

KPI Matrix How-to Guide Public

06 — UI & Dashboards

06 — UI & Dashboards Visual design specifications for the KPI Matrix module — employee cards, manager dashboards, HR overview, review forms, salary auto-trigger settings, and…

KPI Matrix Reference Public

The 29 Metrics

Reference & Standards The 29 Metrics The complete catalogue. Every metric the KPI Matrix can score — what it measures, which way is “good”, whether it computes automatically, the…

KPI Matrix Reference Public

Your Performance

Using KPI Matrix · Employee Your Performance — the “KPIs” tab If you're an ordinary employee, this is the only KPI screen you'll ever see — and it's entirely read-only. It lives…

Forms Reference Public

Data and Screen Reference

A compact reference of the screens, data records, routes, permissions, and supporting files that make up the Forms module package.

Example Reference Public

Daily Operations

The routine operating manual for staff who run Example day to day — the core screens, records, and workflows to use once setup is complete.

App Library Reference Public

Administration and Controls

How administrators keep App Library secure and reliable: permissions, menus, settings, public pages, API surfaces, migrations, and change management.