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Welcome to SARA

Introduction

SARA (Sistema Automático de Reportes AUROM), translated as AUROM Automatic Report System, is a web-based ERP designed to streamline your organization’s administration workflows. The platform is accessible across multiple devices and operating systems thanks to its responsive, adaptable user interface. By providing a unified interface for tasks like managing suppliers, purchasing, timesheets, collaborators, logistics, and more, SARA helps ensure data consistency, transparency, and efficiency across all departments.

Note

This documentation guides you through SARA’s main modules and features. Whether you’re new to the platform or a seasoned administrator, you’ll find everything you need to get started quickly.

SARA's Functionality Concepts

General Concept

SARA is designed for use by all levels of the organization. Its design prioritizes simplicity and consistency across modules and transactions. Each module consists of a set of transactions—typically displayed as a catalog or list—which you can access based on your permissions.

Most processes begin with creating a new entry that requests only the minimum amount of information needed to be effective and fast. Once an entry is created, editing it will reveal additional options and fields. Users are encouraged to explore the available actions (often under dropdown menus) and refine their entries as they become familiar with the transactions they use.

Workflows & Pipelines

Note

Many processes in SARA follow a status-driven workflow, where records move through a pipeline and may be returned for changes depending on permissions. See: Workflows & Pipelines

Logs & History

One of SARA’s core principles is maintaining a comprehensive log of user actions and data changes:

  • Transparency: Every key event (e.g., record creation, modification, deletion) is recorded with timestamps and user details.
  • Auditability: Logs help investigate past decisions and confirm compliance.
  • Traceability: If disputes or errors occur, you can review who made which changes and when.

Logs and history are available across most transactions and help ensure transparency and audit readiness.

For more details, see Logs & History.

Key Features & Navigation

SARA uses a consistent interface across transactions (tables, filters, actions, and navigation) so users can apply the same patterns throughout the system.

For details, see: Common Features

Getting Started

  1. Log In: Use your assigned SARA credentials. If you don’t have any, please contact your system administrator.
  2. Explore Modules: Use the side menu to navigate to modules like Purchasing or Human Resources.
  3. Review Permissions: Certain features are visible only if you have the appropriate permissions.
  4. Check Status: Each record type (e.g., purchase orders, timesheets) may have unique statuses (see Status for an overview).

Additional Highlights

  • Notifications & Alerts: Receive automated or manual email notifications for important events. Learn more in Notifications & Alerts.
  • Integrations: SARA integrates with external services such as Kimai for time tracking and FreshBooks for invoicing. For details, see Integrations & External Services.
  • Workflows & Pipelines: Learn how records move through status-based workflows across SARA. See Workflows & Pipelines.

Best Practices

Stay Organized

  • Use clear naming and classifications for records.
  • Keep statuses updated so that everyone is aware of which items need attention.

Need Help or Support?

  • Visit the Support & Help Desk for troubleshooting guides, FAQs, or to contact the SARA support team.

Contributing or Providing Feedback

We encourage user feedback to continuously improve SARA. If you encounter issues or have ideas for enhancements:

  1. Contact your system administrator.
  2. Submit your suggestions via the Help Desk.
  3. Share best practices with colleagues.

System in Active Development

SARA is continuously evolving, with new features and fixes released regularly. If you need new functionalities or modifications, please contact us so we can discuss possibilities and prioritize future development.

Next Steps

Thanks for using SARA, your Sistema Automático de Reportes AUROM—the one-stop solution for collaborative, efficient operations!