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.

Helpdesk Reference Public

Tickets: Lifecycle & Management

The full support-ticket lifecycle: statuses, ticket types & SLAs, groups, templates, signatures, collaborators, comments, labels, and submission channels.

Helpdesk Reference Public

Company Handbook

The AkbAI-powered Company Handbook: upload a PDF (or start from a DOLE template), let AI split it into draft sections, review, and publish an employees-only searchable handbook.

Helpdesk Reference Public

FAQ & Troubleshooting

Answers to common questions and fixes for common problems across every Helpdesk pillar.

Helpdesk Reference Public

Getting Started & Setup

Enable the Helpdesk module, configure per-pillar toggles, assign RBAC permissions, and navigate the Help Center.

Helpdesk Reference Public

Glossary & Legends

Definitions of every Helpdesk term and the full legend of status badges and icons used across the module.

Helpdesk Reference Public

Knowledge Base

The public, searchable self-service knowledge base: categories, articles, publishing, anonymous guest access, and CMS-themed public shell.

Helpdesk Overview Public

Overview

What the ERPat Helpdesk module is: a unified support hub uniting Tickets, Knowledge Base, Internal Wiki, Web Pages and the AkbAI Company Handbook.

Finance Reference Public

Data and Screen Reference

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

Finance Reference Public

FAQ and Troubleshooting

Answers to the most common setup, access, workflow, and support questions for the Finance module, with troubleshooting and support guidance.

Forms Overview Public

Forms

Standalone ERPat Forms module: a form builder with custom fields, per-form email templates and hidden fields, public (unauthenticated) form submission with reCAPTCHA + file uploads, submission browsing/import/export, and bulk email blasts to collected contacts. Controllers, models, views, routes, menu, permissions and system logs are owned by this package.