Advisories Module

Overview #

The Advisories Module is a centralized notification and announcement system within the ERPat platform that allows authorized users to create, share, and manage important advisories across the organization. It serves as a formal communication channel for distributing time-sensitive information, policy updates, system alerts, and organizational announcements to targeted audiences.

This module ensures that critical information is delivered in a structured, trackable, and auditable manner, with clear visibility into publication timelines, audience reach, and advisory lifecycle.

Key Features #

• Advisory Creation – Structured forms for drafting advisories with metadata
• Audience Targeting – Controlled sharing with specific viewers or groups
• Search & Filter – Quick retrieval of advisories by date, creator, or keywords
• Audit Trail – Timestamped creation and last-updated records

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Accessing the Advisories Module #

1. Log in to the ERPat System.
2. Navigate to the Advisories section from the sidebar.
3. The advisories list will display, showing current and past advisories.

Advisory List View #

The advisory list provides a tabular overview with the following columns:

• Title – Title of the advisory (clickable to view the post).
• Share with – Target audience or viewers.
• Created by – Name of the advisory creator.
• Start date – Date when the advisory becomes active.
• End Date – Date when the advisory expires.
• Viewers – Audience that has viewed the advisory.
• Date Created – Timestamp of advisory creation.
• Last Updated – Timestamp of the most recent edit.
• Actions – Edit or Delete controls.

Page Control and Tools #

• Month Selector
• Year Selector
• Search Bar
• Pagination
• Refresh and Table View Control

Advisories View Announcement #

STEPS #

1. Click the Title of the advisory.

Result #

Advisories View Shared With #

STEPS #

1. Click the icon within the column “Share with” and the row of the announcement.

Result #

Advisories View Viewers #

STEPS #

1. Click the icon within the column “Viewers” and the row of the announcement.

Result #

Advisories Add Announcement #

STEPS #

1. Click the “Add announcement” button.
2. Fill the necessary details in the form.
3. Click the Save button to post the advisory.

Result #

Advisories Edit Announcement #

STEPS #

1. Click the actions icon.
2. Click the Edit option in the dropdown
3. Fill the necessary details in the form.
4. Click the Save button to apply the changes.

Result #

Advisories Delete Announcement #

STEPS #

1. Click the actions icon.
2. Click the Delete option in the dropdown

Result #

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Permissions and Access Control #

• Employees can submit leave applications.
• HR Admin and authorized roles can approve, reject, and manage leave credits.
• Only authorized roles can modify leave types and credits.

Best Practices #

• Keep Titles concise and action-oriented (e.g., “MANDATORY: System Maintenance”).
• Use Categories consistently to help employees filter through historical announcements.
• Archive old advisories to keep the active list manageable.

Audit & Logs #

All actions related to advisories (creation, publication changes, and deletions) are logged for audit and compliance purposes within the ERPat System.

Last Updated: [January 05, 2026] Module Owner: Home IS – ERPat System