Messages Module

Overview #

The Messages Module provides a secure, internal communication platform within the ERPat System, allowing users to send and receive private correspondence. It serves as a centralized hub for peer-to-peer messaging, ensuring that work-related discussions and file sharing remain within the organization’s secure environment.

This module integrates with the system’s user directory to facilitate easy contact with colleagues while maintaining a historical log of all sent and received communications.

Key Features #

• Internal Direct Messaging: Secure correspondence without the need for external email.
• Unified Inbox & Sent Tracking: Dedicated views for incoming and outgoing messages.
• File Attachments: Support for sharing documents and images directly within messages.
• Split-Pane Interface: View message lists and full content simultaneously for efficient reading.
• Search & Filter: Quickly locate past discussions using keywords or sender names.

Accessing the Messages Module #

1. Log in to the ERPat System.
2. Click on Messages from the main sidebar navigation.
3. You will be directed to the Messages – Inbox page by default.

Messages Module Tabs #

The module is organized into three primary sections via the internal sidebar:

• Compose – Open the interface to draft a new message.
• Inbox – Displays all messages received from other users.
• Sent items – Displays a historical record of all messages sent by the user.

Messages (Inbox/Sent) #

The Inbox and Sent Items utilizes a split-pane layout to streamline communication management:

• Message List: Displays entries with the sender/recipient’s name, a brief snippet of the message, and the date/time.
• Reading Pane: Displays the full text and any attachments of the message selected in the list.

Page Controls and Tools #

• Search bar – Filter the message list by name or content keywords.
• Pagination – Navigate through multiple pages of correspondence.

Steps for Sending a New Message #

1. Click the Compose tab on the left-hand menu.
2. In the Send message modal, fill in the required fields:
   • To: Select a recipient from the dropdown list of system users.
   • Subject: Enter a clear subject line for the message.
   • Message: Enter the message pertaining the subject.
   • Upload File: (Optional) Attach relevant documents or images.
3. Review the message for accuracy.
4. Click the Send button.
5. The message is delivered to the recipient’s inbox and a copy is saved in your Sent items.

Result #

Steps for Deleting a Message #

1. Click the message that will be deleted.
2. Locate and click the arrow down icon.
3. Click the Delete option from the dropdown.
4. The message will now be deleted.

Result #

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Permissions and Access Control #

• Privacy: Messages are private and only visible to the sender and the designated recipient.
• Universal Access: All system users typically have access to their own Messages module to facilitate internal collaboration.

Best Practices #

• Informative Subjects: Use descriptive subject lines to help colleagues prioritize their inbox.
• File Management: Use the attachment feature for work-related documents instead of external hosting services.
• Check Sent Items: Regularly review Sent items to confirm delivery of important correspondence.

Audit & Logs #

All internal messaging transactions are timestamped and attributed to the user for security and professional compliance within the ERPat System.

Last Updated: [January 12, 2026] Module Owner: Home IS – ERPat System