In order to log that a task has been completed and is current/up to date (a green task status), go to the Upcoming Task Table on the Home Page of the Assets Module. Select the “Complete Task” button from the top of the Your Upcoming Tasks Page.

The Choose Asset Modal will prompt you to identify which asset you want to log data for. Click the bulleted list icon to access your assets. Selecting the plus sign “+” icon will expand the components under the asset.  

Selecting “Complete Task” from the three dot (…) context menu to the right of the asset / component title will open the same modal for the specified asset.

Select the appropriate asset, opening the asset's Complete Task Modal. Click the green View All clickable link to list all tasks associated with the selected asset, including tasks that are current / up to date (green status).

Serial numbers and the asset description will show at the top of the modal.

Clicking the “Show Subcomponents” checkbox shows any subcomponent tasks associated with the asset, expanding the modal when selected.

Beneath the task in bold is a note that indicates the parameters for the task, referred to as a trigger in KAStrack. Triggers refer to the task behavior, frequency or usage standards that KAStrack will applies to tasks to determine their schedule for completion.

To log the task, select the checkbox of the completed task. You can manually enter the date (MM/DD/YYYY format) and time (hh:mm:ss format) that the task was completed, or select “Now” in order to input the current date and time.

Click the “Complete Task” button to save the changes and complete the task. Click cancel to return to the Assets Module Homepage.

Logging faults allows your company to track trending data in KAStrack by recording incidents and any data associated with this issue/failure.

In order to record fault with an equipment issue/failure, go to the Upcoming Task Table on the Asset Module Homepage and select the "Record Fault" button beneath the page header.

The Choose Asset Modal will prompt you to identify which asset you want to log data for. Click the bulleted list icon to access your assets. Selecting the plus sign “+” icon will expand the components within the Asset.

Selecting “Record Fault” from the three dot (…) context menu will open the same modal for the specified asset.

Select the appropriate asset, opening the Record Fault Modal.

Enter the date and time into the Record Fault modal. The default setting is in military time (24 hours). If the asset is currently unusable, click the checkbox. Give the fault a title and provide a description of the fault. Leave the meter blank if there is no reading.

Select the “Log Fault” button to record the incident. Select the “Log Fault and Resolve” button to complete two actions in one step: log the issue and indicate that it has been addressed. Click cancel to return to the Assets Module Homepage.

In order to update an asset's meter reading, go to the Assets Module Home Page opening the Upcoming Tasks Table. Click the “Update Meter Reading" button from the Asset Module Homepage.

The Choose Asset Modal will prompt you to identify which asset you want to log data for. Click the bulleted list icon to access your assets. Selecting the plus sign “+” icon will expand the components within the Asset.

Selecting “Update Meter Reading” from the Upcoming Task Table Context Menu will open the same modal for the specified asset.

Select the appropriate asset, opening the Update Meter Reading Modal.

The meters associated with the asset/component selected show in a dropdown menu. Select the meter whose meter data you wish to record. The most recent meter reading shows in the Update Meter Reading Modal as the “Last Entered Reading.”

KAStrack automatically inputs the current date and time. The user can enter an elapsed value (if preferred) and KAStrack will input the new actual, or the user can input the new meter reading and the elapsed value will be automatically input.

Attach any files (if there are checklists, forms, etc.) associated with the meter reading.

Select the “Log Reading” button to update the meter usage. Click cancel to return to the Assets Module Homepage.

To run an asset report, open the My Asset Page in the Assets Module on the Main Menu. Use filters as needed and identify the asset/component you want to run a report on. Click the three-dot icon to the right of the asset title opening a context menu.

Select "Run Report" from the context menu opening the Assets Report Modal with options for running various types of reports.

Reports can be run for an asset in its entirety, specific components or subcomponents. They type of report can be selected from a dropdown menu on the Assets Report Modal. An explanation of report types is included in the table below.

Select the "Create Report" button after completing the inputs on the Assets Report Modal and the system will generate your report in the viewing preference you selected.

An asset's historical data can be accessed from an asset's History Page. To access an asset's history, go to the My Assets Page in the Assets Module on the Main Menu. Use the filters as needed to identify the access whose history you wish to view, and click the three-dot icon to the right of the asset name. This opens a context menu.

Select "History" from the context menu opening the Asset History Page.

To edit a task associated with an asset, open the Task Schedule Page for the asset whose task you wish to edit.

Click the three-dot icon to the right of the task you wish to edit opening the Task Management Context Menu. Select "Edit Task" opening the Edit Task Modal.

The Edit Task Modal allows you to alter the task name, add tags, change the task type and task trigger, alter who can perming the task, and other pertinent information.

Select the "Save" button after making your desired changes and a popup confirms that the task edits were saved.

To assign or unassign users and certification roles for a specific asset, open the Manage Asset Pages in the Assets Module on the Main Menu. Use filters as needed and identify the asset/component you want to assign/unassign users and roles to. Click the three-dot icon to the right of the asset title opening a context menu.

Select "Manage Assignments" from the context menu opening the Asset Assignments Modal.

Click in the textbox beneath Assignments and a dropdown menu will allow you to assign the asset to multiple individuals or certification roles.

To unassign an individual, click the X icon to the right of the user name or certification role.

When done, select the "Save Assignments" button.

A popup confirms that the asset assignments were saved.

To add components to an asset, open the Manage Assets Page in the Assets Module from the Main Menu.

In order to create components, the parent asset must have already been created.

Identify the pre-existing asset (or component) that you would like to place this new component under, and click the three dot (…) icon to the right of the asset name in the Manage Assets table opening the Manage Asset Context Menu. Select "Add Component" opening the New Component Modal.

The fields on the New Component modal ask for the same information on the New Asset Modal. For a detailed description of the fields, refer to the How To Create a New Asset page.

Select the “Save” button and the component will appear underneath its asset in the Manage Asset table (if the view is expanded) where it can be managed. Subcomponents/additional child components can also be created for components if desired.

Select the three dot (…) menu to the right of the component you would like to add an additional subcomponent in the asset’s hierarchal structure.

In order to update an asset's meter reading, go to the Assets Module Home Page opening the Upcoming Tasks Table. Click the “Update Meter Reading" button from the Asset Module Homepage.

The Choose Asset Modal will prompt you to identify which asset you want to log data for. Click the bulleted list icon to access your assets. Selecting the plus sign “+” icon will expand the components within the Asset.

Selecting “Update Meter Reading” from the Upcoming Task Table Context Menu will open the same modal for the specified asset.

Select the appropriate asset, opening the Update Meter Reading Modal.

The meters associated with the asset/component selected show in a dropdown menu. Select the meter whose meter data you wish to record. The most recent meter reading shows in the Update Meter Reading Modal as the “Last Entered Reading.”

KAStrack automatically inputs the current date and time. The user can enter an elapsed value (if preferred) and KAStrack will input the new actual, or the user can input the new meter reading and the elapsed value will be automatically input.

Attach any files (if there are checklists, forms, etc.) associated with the meter reading.

Select the “Log Reading” button to update the meter usage. Click cancel to return to the Assets Module Homepage.

In order to log that a task has been completed and is current/up to date (a green task status), go to the Upcoming Task Table on the Home Page of the Assets Module. Select the “Complete Task” button from the top of the Your Upcoming Tasks Page.

The Choose Asset Modal will prompt you to identify which asset you want to log data for. Click the bulleted list icon to access your assets. Selecting the plus sign “+” icon will expand the components under the asset.  

Selecting “Complete Task” from the three dot (…) context menu to the right of the asset / component title will open the same modal for the specified asset.

Select the appropriate asset, opening the asset's Complete Task Modal. Click the green View All clickable link to list all tasks associated with the selected asset, including tasks that are current / up to date (green status).

Serial numbers and the asset description will show at the top of the modal.

Clicking the “Show Subcomponents” checkbox shows any subcomponent tasks associated with the asset, expanding the modal when selected.

Beneath the task in bold is a note that indicates the parameters for the task, referred to as a trigger in KAStrack. Triggers refer to the task behavior, frequency or usage standards that KAStrack will applies to tasks to determine their schedule for completion.

To log the task, select the checkbox of the completed task. You can manually enter the date (MM/DD/YYYY format) and time (hh:mm:ss format) that the task was completed, or select “Now” in order to input the current date and time.

Click the “Complete Task” button to save the changes and complete the task. Click cancel to return to the Assets Module Homepage.

Logging faults allows your company to track trending data in KAStrack by recording incidents and any data associated with this issue/failure.

In order to record fault with an equipment issue/failure, go to the Upcoming Task Table on the Asset Module Homepage and select the "Record Fault" button beneath the page header.

The Choose Asset Modal will prompt you to identify which asset you want to log data for. Click the bulleted list icon to access your assets. Selecting the plus sign “+” icon will expand the components within the Asset.

Selecting “Record Fault” from the three dot (…) context menu will open the same modal for the specified asset.

Select the appropriate asset, opening the Record Fault Modal.

Enter the date and time into the Record Fault modal. The default setting is in military time (24 hours). If the asset is currently unusable, click the checkbox. Give the fault a title and provide a description of the fault. Leave the meter blank if there is no reading.

Select the “Log Fault” button to record the incident. Select the “Log Fault and Resolve” button to complete two actions in one step: log the issue and indicate that it has been addressed. Click cancel to return to the Assets Module Homepage.

Additional notes associated with a task can be viewed on the Assets Home Page (for upcoming tasks only) and on an asset's task schedule page. If additional information exists for a task, a page icon will be present to the right of the task title.

Clicking the Page Icon to the right of an asset task in the Upcoming Task Table or an assets Task Schedule Page expands the table

Click the Page Icon a second time to collapse the table and remove the notes from visibility.

To add interim notes to a task without completing the task, you will need to pull up the specific task you wish to add a note to. This could be done from the Upcoming Task Table or from an Asset's Task Schedule.

To Add Interim Notes from the Upcoming Task Table

To add interim notes to a task from the Upcoming Task Table, open the Assets Module Home Page from the Main Menu.

Click the dialogue icon to the right of the specific task title, which expands the Upcoming Task Table with a textbox for interim notes since the task was last completed. Input the interim notes and click the "Add" button.

Any previously added notes will show beneath the text box, indicating the time, date, and user who made the interim notes.

To Add Interim Notes from an Asset's Task Schedule

To add interim notes to a task that is not visible on the Upcoming Task Table, select the My Assets Page in the Assets Module on the Main Menu. Identify the asset you wish you add interim notes to, and click the three-dot icon to the right of the asset/sub-component name opening the My Assets Context Menu.

Select the "Manage Components" option, opening the Manage Asset Components Page.

Select the three-dot icon to the right of the asset/component you wish to add interim notes to and select Task Schedule from the context menu.

This opens the asset's Task Schedule Page.

Select the dialogue icon to the right of the task you wish to add a note to, expanding the task table to show a textbox for interim notes between maintenance.

Input the desired notes and select the "Add" button.

The note will now show beneath the textbox. The system automatically includes a time/date stamp and the User ID of the individual that added the note.

To refresh the task schedule table with any task updates since the Task Schedule Page was opened, select the Refresh Status beneath the Task Schedule Page header.

The system will process any changes and the Task Schedule Table will reflect the most up to date information.

To take an asset out of service and give it a grey task status, open the Manage Assets Page in the Assets Module.

Click the three dot (…) icon to the right of the asset associated with the task you want to take out of service opening the context menu.

Select “Task Schedule” opening the asset's Task Schedule Page.

Select the “Take out of service” button opening a confirmation modal stating, “Are you sure you wish to take this asset out of service?”

Select “Confirm” and the asset will be taken out of service. A modal will confirm that the asset was taken out of service.

The Task Status for the asset will now be gray.

To view all component's tasks on an asset's task schedule page, open the Task Schedule Page of the asset whose components you wish to view.

Click the "View Components" button below the page header and the Task Schedule Table will now include any tasks associated with components of the parent asset.

Select the "Hide Components" button beneath the page header to revert back to the Task Schedule strictly for the parent asset.

To view the Cost/Time Summary associated with the asset's tasks, open the Manage Assets Page in the Assets Module on the Main Menu. Use filters as needed and identify the asset/component with the task whose task's cost/time summary you want to view. Click the three-dot icon to the right of the asset title opening the Asset Management Context Menu.

Select the "Manage Components" option, opening the Manage Asset Components Page. Select the three-dot icon to the right of the asset/component you wish to add interim notes to and select Task Schedule from the context menu.

This opens the asset's Task Schedule.

Click the "View Cost and Time" button to open the Cost/Time Summary Modal for that Task Schedule.

To create a new task for a specific asset, open the Task Schedule Page of the relevant asset.

Select the "Add Task" button opening the New Task Modal.

Input the Task Name and any tags you want to be associated with the task.

Select the Task Type and the Trigger Behavior from the dropdown menu. A detailed explanation of Task Trigger Settings has been included in the user manual.

Use the Customized Trigger Settings How To Links in the table below for ease in completing this modal when you select the plus sign icon to the right of the Trigger Behaviors dropdown menu.

Clicking the field beneath "Can be Performed by" opens a dropdown menu. The option "All assigned" allows any user assigned the asset the ability to complete the specific task. Individual users assigned the asset can be individually assigned to the new task.

Click the "Always show on Assets Home" checkbox if you would like this task to show on the Upcoming Task Table, regardless of the status.

Click the "Hide 'Notes from Task' when completing this task" checkbox if you want to hide notes regarding this task when logging the task as complete.

Clicking the field beneath "When performing a task" opens a dropdown menu with options to require a file upload when a task is completed and/or require a meter reading when a task is completed. All meters associated with the asset will be listed individually on the dropdown menu.

Inputting a Cost and Duration (time in hours) associated with a task allows the system to generate Cost/Time Summaries for an asset and its components. Additional information regarding the task can be included in the final textbox.

Select "Save" after inputting the task details.

A popup confirms that the task has been saved. It now shows on the asset's Task Schedule Table.

Creating permissive groups allows a user to combine tasks into a group. When tasks are grouped together, the group status will only turn red if all of the tasks in the group become red. The status of the grouped tasks will not affect the status of the larger asset.

To create a permissive task group, open the Task Schedule of the specific asset you wish to create permissive task groups in. Select Task Schedule from any context menu to open the asset's Task Schedule Page.

Select the “Create Permissive Group” button to open the Permissive Task Group modal.

The permissive group must be given a title. Any descriptive information regarding the Permissive Group can be included in the Additional Information text box.

The tasks to be grouped are selected from a dropdown menu.

Select “Save” for the permissive group to be created or click “Cancel” to return to the Task Schedule Page.

To create a new task schedule template, open the Task Template Tab on the Settings Page in the Assets Module.

Click the “Add Task Template” button, opening the New Task Template modal.

Input the desired Title for the new task template.

Select which asset or component whose task schedule you want to create the template from.

Click “Save” and the new task template will show in the Task Template Table.

Tasks that follow other tasks will not be copied into the Task Template.

To apply a task template to the task schedule for bulk task creation, open the Task Schedule Page of the asset you want to apply a task template to.

Selecting the “Apply Task Template” button opens the Apply Task Template Modal that allows the user to copy tasks from a template into the task schedule for an asset or its components. This feature allows a user to utilize bulk task schedule creation if they have to track several assets that share identical task schedules.

A user will still be required to establish meters, due dates, and meter readings for each individual task in the task template.

Select the template from the dropdown list that you with to utilize.

New Task Templates can be created on the Task Template Tab on the Settings Page of the Assets Module. 

A dropdown menu provides allows the user to select what the system should do if a task with the same name and type exists. Options include: Do Not Copy the Template Task (in order to maintain the pre-existing task), Copy the Template Tasks, or Replace the existing task with the template task.

Select the “Continue” button, opening the Configure Template Page.

Input the first due date for all relevant rules under General Confirguration. Select the "Go" button to the right. The system will automatically input the dates for the Task Configuration.

Once the task template has been configured, select “Save” and all of the new tasks will be updated and set active.

Select “Abort” and a Confirmation Modal opens, stating, “Are you sure you wish to abort this template configuration?”

Select “Confirm” to return to the asset's Task Schedule Page without any changes made.

To delete multiple tasks on a task schedule at the same time, open the Task Schedule you wish to edit in the Assets Module.

Select the checkboxes for all tasks you wish to delete from the task schedule and click the "With Selected" button above the Task Schedule Table opening the With Selected Tasks Modal.

Click the "Delete # Tasks Now" button opening a confirmation modal which states, "Are you sure you wish to delete these tasks?"

Click the "OK" button and a popup confirms the number of tasks deleted.

The deleted tasks no longer show in the Task Schedule table.

To mark multiple tasks as complete on a task schedule at the same time, open the Task Schedule you wish to edit in the Assets Module.

Select the checkboxes for all tasks you wish to mark as completed and click the "With Selected" button above the Task Schedule Table opening the With Selected Tasks Modal.

Click the "Complete # Tasks Now" button opening the Complete Task Modal.

Input the date and time to be noted for task completion and upload any desired files. Click the "Complete Task" button on the modal and the Task Schedule automatically updates the new task status.

In order to log that a task has been completed and is current/up to date (a green task status), go to the Upcoming Task Table on the Home Page of the Assets Module. Select the “Complete Task” button from the top of the Your Upcoming Tasks Page.

The Choose Asset Modal will prompt you to identify which asset you want to log data for. Click the bulleted list icon to access your assets. Selecting the plus sign “+” icon will expand the components under the asset.  

Selecting “Complete Task” from the three dot (…) context menu to the right of the asset / component title will open the same modal for the specified asset.

Select the appropriate asset, opening the asset's Complete Task Modal. Click the green View All clickable link to list all tasks associated with the selected asset, including tasks that are current / up to date (green status).

Serial numbers and the asset description will show at the top of the modal.

Clicking the “Show Subcomponents” checkbox shows any subcomponent tasks associated with the asset, expanding the modal when selected.

Beneath the task in bold is a note that indicates the parameters for the task, referred to as a trigger in KAStrack. Triggers refer to the task behavior, frequency or usage standards that KAStrack will applies to tasks to determine their schedule for completion.

To log the task, select the checkbox of the completed task. You can manually enter the date (MM/DD/YYYY format) and time (hh:mm:ss format) that the task was completed, or select “Now” in order to input the current date and time.

Click the “Complete Task” button to save the changes and complete the task. Click cancel to return to the Assets Module Homepage.

To defer/postpone a task for completion at a future time, open the Task Schedule Page for the Asset of interest.

Click the three-dot icon to the right of the task you wish to defer opening the Task Schedule Table Context Menu. Select “Defer Tasks” from the context menu opening the Defer Task Modal.

When the user selects the Deferred checkbox, the Defer Task Modal expands.

A dropdown menu prompts the user to select the type of deferment: date or meter metric.

A Date deferment allows the user to select a date that the task will be deferred until. Add any desired notes and select “Save” to record the deferment.

If an individual meter is selected as the deferment type, the Defer Task modal will display the current meter reading and allow the user to input a new meter reading. The task will be postponed until the newly input meter reading is hit.

Add any desired notes and select the “Save” button to record the deferment.

To edit a task associated with an asset, open the Task Schedule Page for the asset whose task you wish to edit.

Click the three-dot icon to the right of the task you wish to edit opening the Task Management Context Menu. Select "Edit Task" opening the Edit Task Modal.

The Edit Task Modal allows you to alter the task name, add tags, change the task type and task trigger, alter who can perming the task, and other pertinent information.

Select the "Save" button after making your desired changes and a popup confirms that the task edits were saved.

To view the details of a specific asset task, open the Task Schedule Page for the asset that contains the task you wish to view.

Select the three-dot icon to the right of the task whose details you wish to view opening the Task Management Context Menu. Select "View Details" from the context menu opening the View Task Modal.

This read-only modal displays the task type, trigger details, additional information, and a log of the last five entries. Select the "Close" button at the bottom of the modal to return to the asset's Task Schedule Page.

To copy a task, open the Task Schedule Page for the asset that contains the task you wish to copy.

Click the three-dot icon to the right of the task you wish to copy opening the Task Management Context Menu.

Select "Duplicate Task" opening the Copy Task Modal.

Edit the title of the task being copied and select the "Copy" button.

The newly copied task now shows on the asset's task schedule.

To view the historical logs associated with a specific task, open the Task Schedule Page for the asset whose task logs you wish to view.

Click the three-dot icon to the right of the task whose historical logs you wish to view opening the Task Management Context Menu. Select "Task History" opening the asset's history page.

The historical logs for that specific task are displayed on the asset's History Page.

To delete a task, open the Task Schedule for the asset whose task you wish to delete.

Click the three dot (…) icon to the right of the task you want to delete in the Task Schedule Table opening the Task Management Context Menu.

Select “Delete Task” from the context menu opening a Confirmation Modal stating, “Please confirm that you wish to delete this maintenance.”

Select “Confirm” to delete the task from the schedule.

To add components to an asset, open the Manage Assets Page in the Assets Module from the Main Menu.

In order to create components, the parent asset must have already been created.

Identify the pre-existing asset (or component) that you would like to place this new component under, and click the three dot (…) icon to the right of the asset name in the Manage Assets table opening the Manage Asset Context Menu. Select "Add Component" opening the New Component Modal.

The fields on the New Component modal ask for the same information on the New Asset Modal. For a detailed description of the fields, refer to the How To Create a New Asset page.

Select the “Save” button and the component will appear underneath its asset in the Manage Asset table (if the view is expanded) where it can be managed. Subcomponents/additional child components can also be created for components if desired.

Select the three dot (…) menu to the right of the component you would like to add an additional subcomponent in the asset’s hierarchal structure.

To bulk import asset information using a CSV file, open the Manage Assets Page from the Main Menu in the Assets Module and click the three dot (…) icon to the right of the page header to open the Manage Assets Page Context Menu.

Click “Import Assets” from the context menu to open the Import Assets Modal

A template for importing assets in bulk has been provided and can be downloaded to your personal device by clicking “View Templates for Importing.” Each of the columns in the downloaded CSV are specific to the asset type and are listed in the order as they are defined.

When your CSV file with new account information is complete, ensure it is saved with the CSV format UTF-8.

Click “Choose File” and select the correct CSV file from your computer. Click the “Next >” button opening the Import Assets Page.

Input the number of header rows in your file that are to be ignored by KAStrack in the import.

Specify your preference on how the system should respond if an asset with the same name already exists from a dropdown menu. Options include Import anyway, Import if the duplicate is elsewhere, Do not import the asset, and Abort the whole import.

Specify your preference on how the system should respond if if there are errors with the import from a dropdown menu. Options include Abort the whole import or Import rows without headers.

If you downloaded a CSV template, the columns labels should already match the system requirements. If you created your own CSV headers, select the correct column header to be associated with each asset field.

To abandon the import, select the “Cancel” button at the bottom of the screen.

To complete the import, select the “Import” button at the bottom of the screen.

The system will confirm the import was successful.

To bulk export asset information as a .csv file, select the Manage Assets Page from the Main Menu in the Assets Module and click the three dot (…) icon to the right of the page header opening the Manage Assets Page Context Menu.

Select “Export Assets” from the context menu to open the Export Assets Modal.

The Asset Type dropdown menu offers the option to export “All Assets,” “No Asset Type,” or individual asset types.

Asset types and unique fields created for specific asset types can be included in the export by selecting the “Include rows with all asset types and their fields” checkbox.

Select the “Export” button to export asset information as a CSV file to your personal device’s downloads folder.

In order to log that a task has been completed and is current/up to date (a green task status), go to the Upcoming Task Table on the Home Page of the Assets Module. Select the “Complete Task” button from the top of the Your Upcoming Tasks Page.

The Choose Asset Modal will prompt you to identify which asset you want to log data for. Click the bulleted list icon to access your assets. Selecting the plus sign “+” icon will expand the components under the asset.  

Selecting “Complete Task” from the three dot (…) context menu to the right of the asset / component title will open the same modal for the specified asset.

Select the appropriate asset, opening the asset's Complete Task Modal. Click the green View All clickable link to list all tasks associated with the selected asset, including tasks that are current / up to date (green status).

Serial numbers and the asset description will show at the top of the modal.

Clicking the “Show Subcomponents” checkbox shows any subcomponent tasks associated with the asset, expanding the modal when selected.

Beneath the task in bold is a note that indicates the parameters for the task, referred to as a trigger in KAStrack. Triggers refer to the task behavior, frequency or usage standards that KAStrack will applies to tasks to determine their schedule for completion.

To log the task, select the checkbox of the completed task. You can manually enter the date (MM/DD/YYYY format) and time (hh:mm:ss format) that the task was completed, or select “Now” in order to input the current date and time.

Click the “Complete Task” button to save the changes and complete the task. Click cancel to return to the Assets Module Homepage.

Logging faults allows your company to track trending data in KAStrack by recording incidents and any data associated with this issue/failure.

In order to record fault with an equipment issue/failure, go to the Upcoming Task Table on the Asset Module Homepage and select the "Record Fault" button beneath the page header.

The Choose Asset Modal will prompt you to identify which asset you want to log data for. Click the bulleted list icon to access your assets. Selecting the plus sign “+” icon will expand the components within the Asset.

Selecting “Record Fault” from the three dot (…) context menu will open the same modal for the specified asset.

Select the appropriate asset, opening the Record Fault Modal.

Enter the date and time into the Record Fault modal. The default setting is in military time (24 hours). If the asset is currently unusable, click the checkbox. Give the fault a title and provide a description of the fault. Leave the meter blank if there is no reading.

Select the “Log Fault” button to record the incident. Select the “Log Fault and Resolve” button to complete two actions in one step: log the issue and indicate that it has been addressed. Click cancel to return to the Assets Module Homepage.

In order to update an asset's meter reading, go to the Assets Module Home Page opening the Upcoming Tasks Table. Click the “Update Meter Reading" button from the Asset Module Homepage.

The Choose Asset Modal will prompt you to identify which asset you want to log data for. Click the bulleted list icon to access your assets. Selecting the plus sign “+” icon will expand the components within the Asset.

Selecting “Update Meter Reading” from the Upcoming Task Table Context Menu will open the same modal for the specified asset.

Select the appropriate asset, opening the Update Meter Reading Modal.

The meters associated with the asset/component selected show in a dropdown menu. Select the meter whose meter data you wish to record. The most recent meter reading shows in the Update Meter Reading Modal as the “Last Entered Reading.”

KAStrack automatically inputs the current date and time. The user can enter an elapsed value (if preferred) and KAStrack will input the new actual, or the user can input the new meter reading and the elapsed value will be automatically input.

Attach any files (if there are checklists, forms, etc.) associated with the meter reading.

Select the “Log Reading” button to update the meter usage. Click cancel to return to the Assets Module Homepage.

To view an asset's task schedule, open the Manage Assets Page in the Assets Module on the Main Menu. Use filters as needed and identify the asset/component whose task schedule you wish to view. Click the three-dot icon to the right of the asset title opening the Asset Management Context Menu.

Select the "Manage Components" option, opening the Manage Asset Components Page. Select the three-dot icon to the right of the asset/component you wish to add interim notes to and select Task Schedule from the context menu.

This opens the asset's Task Schedule Page.

To run an asset report, open the My Asset Page in the Assets Module on the Main Menu. Use filters as needed and identify the asset/component you want to run a report on. Click the three-dot icon to the right of the asset title opening a context menu.

Select "Run Report" from the context menu opening the Assets Report Modal with options for running various types of reports.

Reports can be run for an asset in its entirety, specific components or subcomponents. They type of report can be selected from a dropdown menu on the Assets Report Modal. An explanation of report types is included in the table below.

Select the "Create Report" button after completing the inputs on the Assets Report Modal and the system will generate your report in the viewing preference you selected.

An asset's historical data can be accessed from an asset's History Page. To access an asset's history, go to the My Assets Page in the Assets Module on the Main Menu. Use the filters as needed to identify the access whose history you wish to view, and click the three-dot icon to the right of the asset name. This opens a context menu.

Select "History" from the context menu opening the Asset History Page.

To upload a file to a task, open the Manage Assets Page in the Assets Module on the Main Menu. Use filters as needed and identify the asset/component with the task you want to upload a file to. Click the three-dot icon to the right of the asset title opening the Asset Management Context Menu.

Select the "Manage Components" option, opening the Manage Asset Components Page. Select the three-dot icon to the right of the asset/component you wish to add interim notes to and select Task Schedule from the context menu.

This opens the asset's Task Schedule.

To upload a task file, click the three dot (…) icon next to the task title on the Task Schedule Table opening the context menu.

Select “Task Files” on context menu, opening the Files modal.

Select “Upload” to open the Upload File Modal.

Select the “Choose File” button to select the desired file from your computer. Add a file title, or KAStrack will use the name already attached to the file. Input a version number for the file and a description.

KAStrack recommends PDFs as the preferred file type.

Select “Save” to upload the file to the task or “Cancel” to close the modal and return to the Task Schedule Page.

To view the files associated with an asset and its components, open the Manage Assets Page in the Assets Module on the Main Menu. Use filters as needed and identify the asset/component whose files you wish to view. Click the three-dot icon to the right of the asset title opening the Asset Management Context Menu.

Select "Files" from the context menu opening the Asset Files Modal.

Upload files such as operating manuals that are related to the asset here. Upload files related to a task, such as a maintenance log, or a renewed license as part of completing the task.

You are now able to view all files associated with the asset.

To view a file associated with a specific task, open the Task Schedule Page for the asset of interest.

Click the three dot (…) icon next to the right of title whose files you wish to view on the Task Schedule Table opening the context menu. Select “Task Files” opening the Files modal.

Any files associated with the task are shown on the Files modal.

To edit an asset, open the Manage Assets Page in the Assets Module on the Main Menu. Use filters as needed and identify the asset/component whose details you want to edit. Click the three-dot icon to the right of the asset title opening the Asset Management Context Menu.

Select "Edit" from the context menu opening the Edit Asset Modal.

Key details about the asset can be added directly from this modal, an asset type can be assigned, and alert preferences can be altered as desired.

Click the "Save" after making the desired changes.

A popup confirms that the asset edits have been saved.

To assign or unassign users and certification roles for a specific asset, open the Manage Asset Pages in the Assets Module on the Main Menu. Use filters as needed and identify the asset/component you want to assign/unassign users and roles to. Click the three-dot icon to the right of the asset title opening a context menu.

Select "Manage Assignments" from the context menu opening the Asset Assignments Modal.

Click in the textbox beneath Assignments and a dropdown menu will allow you to assign the asset to multiple individuals or certification roles.

To unassign an individual, click the X icon to the right of the user name or certification role.

When done, select the "Save Assignments" button.

A popup confirms that the asset assignments were saved.

To add components to an asset, open the Manage Assets Page in the Assets Module from the Main Menu.

In order to create components, the parent asset must have already been created.

Identify the pre-existing asset (or component) that you would like to place this new component under, and click the three dot (…) icon to the right of the asset name in the Manage Assets table opening the Manage Asset Context Menu. Select "Add Component" opening the New Component Modal.

The fields on the New Component modal ask for the same information on the New Asset Modal. For a detailed description of the fields, refer to the How To Create a New Asset page.

Select the “Save” button and the component will appear underneath its asset in the Manage Asset table (if the view is expanded) where it can be managed. Subcomponents/additional child components can also be created for components if desired.

Select the three dot (…) menu to the right of the component you would like to add an additional subcomponent in the asset’s hierarchal structure.

To copy and rename an asset, select Manage Assets from the Main Menu under the Asset Module. Use filters as needed and identify the asset/component you want to copy. Click the three-dot icon to the right of the asset title opening a context menu.

Select "Duplicate" from the context menu opening the Copy Asset Modal.

Edit the new title of the copied asset. When done, click the "Copy" button and the renamed copied asset will now show on the Manage Assets Page.

To move an existing asset to a new hierarchal position, under another asset/component, open the Manage Assets Page in the Assets Module on the Main Menu. Use filters as needed and identify the asset/component you want to move. Click the three-dot icon to the right of the asset title opening the Asset Management Context Menu.

Select "Move" opening the Move Component Modal.

Click the "Move" button and a popup confirms the move was successful.

To view an asset's summary modal that lists all relevant information regarding an asset, go to the My Assets Page under the Assets Module on the Main Menu. Use filters as needs to pull up the asset you wish to view. Click the three-dot icon to the right of the asset/component title opening the context menu and select "View".

This opens the Asset Summary Modal. The read-only modal shows the asset details, meters associated with the asset, lists the components of the asset, the users assigned to the asset, and any tasks on the asset's task schedule.

Click the close button to return to the My Assets Page.

To access an asset's PDF data sheet, open the Manage Asset Page in the Assets Module on the Main Menu. Use filters as needed and identify the asset/component you want to run a report on. Click the three-dot icon to the right of the asset title opening the Asset Management context menu.

Select "PDF Sheet" from the context menu. This opens a PDF of the asset/component data sheet in the existing tab.

Select the back button on your browser to return to the My Assets Page.

To access an asset's QR Code, open the Manage Asset Page in the Assets Module on the Main Menu. Use filters as needed and identify the asset/component whose QR Code you want to access. Click the three-dot icon to the right of the asset title opening the Asset Management context menu.

Select "QR Code" from the context menu. This opens the Asset Barcode Modal that displays an asset/component's QR Code that can be used for quick access to an asset.

Close the modal when done to return to the Manage Assets Page.

To add a meter to an asset, the Meter Type must already be created through the Assets Settings Page.   

To add a meter to an asset, select the Manage Assets Page from the Main Menu in the Assets Module. Use filters as needed and identify the asset/component you want to add a meter to. Click the three dot (…) icon next to the Asset/Component Title to open the Asset Management Context Menu.

Selecting “Manage Meters” from the context menu opens the Asset Meters Modal.

To add a new meter, select the “Add Meter” button opening the Add Meter to (Asset Name) Modal.

Select the Meter Type from the dropdown menu.  

Input a title for the new Meter. Include any notes about the meter.

Select the “Save” button and the new meter is now shown when you select “Manage Meters” from the context menu.

To view the Cost/Time Summary associated with the asset's tasks, open the Manage Assets Page in the Assets Module on the Main Menu. Use filters as needed and identify the asset/component with the task whose task's cost/time summary you want to view. Click the three-dot icon to the right of the asset title opening the Asset Management Context Menu.

Select the "Manage Components" option, opening the Manage Asset Components Page. Select the three-dot icon to the right of the asset/component you wish to add interim notes to and select Task Schedule from the context menu.

This opens the asset's Task Schedule.

Click the "View Cost and Time" button to open the Cost/Time Summary Modal for that Task Schedule.

To archive an asset or component, go to the Manage Assets Page of the Assets Module on the main menu. Use filters as needed to identify the asset or component you want to archive and click the three-dot icon to the right of the asset title opening the Manage Asset Context Menu.

Select "Archive" from the context menu opening the Archive Asset Confirmation Modal which states, "Are you sure you want to archive this asset? This will also archive any components."

Click the "Confirm" button and the asset will not be assigned an archive status.

In order to log that a task has been completed and is current/up to date (a green task status), go to the Upcoming Task Table on the Home Page of the Assets Module. Select the “Complete Task” button from the top of the Your Upcoming Tasks Page.

The Choose Asset Modal will prompt you to identify which asset you want to log data for. Click the bulleted list icon to access your assets. Selecting the plus sign “+” icon will expand the components under the asset.  

Selecting “Complete Task” from the three dot (…) context menu to the right of the asset / component title will open the same modal for the specified asset.

Select the appropriate asset, opening the asset's Complete Task Modal. Click the green View All clickable link to list all tasks associated with the selected asset, including tasks that are current / up to date (green status).

Serial numbers and the asset description will show at the top of the modal.

Clicking the “Show Subcomponents” checkbox shows any subcomponent tasks associated with the asset, expanding the modal when selected.

Beneath the task in bold is a note that indicates the parameters for the task, referred to as a trigger in KAStrack. Triggers refer to the task behavior, frequency or usage standards that KAStrack will applies to tasks to determine their schedule for completion.

To log the task, select the checkbox of the completed task. You can manually enter the date (MM/DD/YYYY format) and time (hh:mm:ss format) that the task was completed, or select “Now” in order to input the current date and time.

Click the “Complete Task” button to save the changes and complete the task. Click cancel to return to the Assets Module Homepage.

Logging faults allows your company to track trending data in KAStrack by recording incidents and any data associated with this issue/failure.

In order to record fault with an equipment issue/failure, go to the Upcoming Task Table on the Asset Module Homepage and select the "Record Fault" button beneath the page header.

The Choose Asset Modal will prompt you to identify which asset you want to log data for. Click the bulleted list icon to access your assets. Selecting the plus sign “+” icon will expand the components within the Asset.

Selecting “Record Fault” from the three dot (…) context menu will open the same modal for the specified asset.

Select the appropriate asset, opening the Record Fault Modal.

Enter the date and time into the Record Fault modal. The default setting is in military time (24 hours). If the asset is currently unusable, click the checkbox. Give the fault a title and provide a description of the fault. Leave the meter blank if there is no reading.

Select the “Log Fault” button to record the incident. Select the “Log Fault and Resolve” button to complete two actions in one step: log the issue and indicate that it has been addressed. Click cancel to return to the Assets Module Homepage.

In order to update an asset's meter reading, go to the Assets Module Home Page opening the Upcoming Tasks Table. Click the “Update Meter Reading" button from the Asset Module Homepage.

The Choose Asset Modal will prompt you to identify which asset you want to log data for. Click the bulleted list icon to access your assets. Selecting the plus sign “+” icon will expand the components within the Asset.

Selecting “Update Meter Reading” from the Upcoming Task Table Context Menu will open the same modal for the specified asset.

Select the appropriate asset, opening the Update Meter Reading Modal.

The meters associated with the asset/component selected show in a dropdown menu. Select the meter whose meter data you wish to record. The most recent meter reading shows in the Update Meter Reading Modal as the “Last Entered Reading.”

KAStrack automatically inputs the current date and time. The user can enter an elapsed value (if preferred) and KAStrack will input the new actual, or the user can input the new meter reading and the elapsed value will be automatically input.

Attach any files (if there are checklists, forms, etc.) associated with the meter reading.

Select the “Log Reading” button to update the meter usage. Click cancel to return to the Assets Module Homepage.

To view an asset's task schedule, open the Manage Assets Page in the Assets Module on the Main Menu. Use filters as needed and identify the asset/component whose task schedule you wish to view. Click the three-dot icon to the right of the asset title opening the Asset Management Context Menu.

Select the "Manage Components" option, opening the Manage Asset Components Page. Select the three-dot icon to the right of the asset/component you wish to add interim notes to and select Task Schedule from the context menu.

This opens the asset's Task Schedule Page.

To run an asset report, open the My Asset Page in the Assets Module on the Main Menu. Use filters as needed and identify the asset/component you want to run a report on. Click the three-dot icon to the right of the asset title opening a context menu.

Select "Run Report" from the context menu opening the Assets Report Modal with options for running various types of reports.

Reports can be run for an asset in its entirety, specific components or subcomponents. They type of report can be selected from a dropdown menu on the Assets Report Modal. An explanation of report types is included in the table below.

Select the "Create Report" button after completing the inputs on the Assets Report Modal and the system will generate your report in the viewing preference you selected.

To edit an asset, open the Manage Assets Page in the Assets Module on the Main Menu. Use filters as needed and identify the asset/component whose details you want to edit. Click the three-dot icon to the right of the asset title opening the Asset Management Context Menu.

Select "Edit" from the context menu opening the Edit Asset Modal.

Key details about the asset can be added directly from this modal, an asset type can be assigned, and alert preferences can be altered as desired.

Click the "Save" after making the desired changes.

A popup confirms that the asset edits have been saved.

To assign or unassign users and certification roles for a specific asset, open the Manage Asset Pages in the Assets Module on the Main Menu. Use filters as needed and identify the asset/component you want to assign/unassign users and roles to. Click the three-dot icon to the right of the asset title opening a context menu.

Select "Manage Assignments" from the context menu opening the Asset Assignments Modal.

Click in the textbox beneath Assignments and a dropdown menu will allow you to assign the asset to multiple individuals or certification roles.

To unassign an individual, click the X icon to the right of the user name or certification role.

When done, select the "Save Assignments" button.

A popup confirms that the asset assignments were saved.

To add components to an asset, open the Manage Assets Page in the Assets Module from the Main Menu.

In order to create components, the parent asset must have already been created.

Identify the pre-existing asset (or component) that you would like to place this new component under, and click the three dot (…) icon to the right of the asset name in the Manage Assets table opening the Manage Asset Context Menu. Select "Add Component" opening the New Component Modal.

The fields on the New Component modal ask for the same information on the New Asset Modal. For a detailed description of the fields, refer to the How To Create a New Asset page.

Select the “Save” button and the component will appear underneath its asset in the Manage Asset table (if the view is expanded) where it can be managed. Subcomponents/additional child components can also be created for components if desired.

Select the three dot (…) menu to the right of the component you would like to add an additional subcomponent in the asset’s hierarchal structure.

To run reports on historical task records, open the relevant asset's Asset History Page.

Click the numbered list icon to the right of the Task Log header opening the Tasks Reports Modal.

To download attachments associated with historical tasks, open the History Page of the relevant asset.

Select the download icon in the Attachments Column of the Log Table opening a Download Attachments Modal that generates a clickable link.

Click the link and the task record's attachment will be downloaded to your personal device.

To view interim notes associated with historical tasks, open the relevant asset's History Page.

Click the Dialogue Icon in the Actions Column to the right of the task whose interim notes you wish to view opening the Interim Notes Modal which displays any interim notes made on the historical task record.

If no interim notes were made on the task, the modal will indicate that no interim notes were found.

To upload files to a task after a task has been completed, open the relevant asset's History Page.

Click the upload icon in the Actions Column to the right of the task record you wish to upload a file to opening the Upload File Modal.

Click the Choose Files button and select the file you wish to upload from your personal device.

Click "Save" after selecting your file.

The file now shows in the Attachments Column of the Log Table.

To edit the date/time of task completion for historical task records, open the relevant asset's History Page.

Select the paper pencil icon in the Actions Column to the right of the historical task record you wish to edit.

This opens the Edit Log Entry Modal where the date and time can be edited and additional notes can be included.

Select "Save" and the system returns you to the asset's History Page.

To delete the historical records associated with an asset task, open the asset's History Page.

Click the trashcan icon in the Actions Column of the Log Table for the task record you wish to delete open the Delete Task Record Confirmation Modal.

Select "Confirm" and a popup confirms the record has been removed.

It is no longer visible in the log table.

Triggers with an Every period can have a time or usage parameter. When Every is selected as the period, the timing of the reoccurrence interval resets when the task is completed, regardless of the task's status prior to completion.

Every Period with a Time Parameter

Select Every from the Period dropdown menu.

There are two options for a time parameter: Date or Mon-Fri.

Select Date on the Parameter dropdown menu to create a customized recurrence interval. Input a numerical value for the recurrence interval in the first text box and select the appropriate units (Days, Weeks, Months, or Years).

Select Mon-Fri on the Parameter dropdown menu if the task should only reoccur on Monday – Friday.

Input a numerical value for the recurrence interval in the first text box and select the appropriate units (Days, Weeks, Months, or Years).

Clicking YYYY-MM-DD, opens a calendar modal. Select the date the task is first due on.

The task status will switch from green (or yellow if a warning is set) to red when it is past due, one day after the calendar date selected.

Input a numerical value for “warn at ____ days left” to set the number of days before the task is due for a reminder. This turns a green current / up-to-date task status to a yellow warning.

Click “Add Trigger” to save.

Every Period with a Usage Parameter

Select Every from the Period dropdown menu. Select the specific meter the task is associated with on the Parameter dropdown menu.

Input a numerical value for the usage recurrence interval in the first text box.

Input a value for the meter that triggers the new task being due in the “first due at” textbox.

The task status will switch from green (or yellow if a warning is set) to red after a “Log Asset Data” or “Update Meter Reading” records a usage value greater than the value entered here.

Input a numerical value for “warn at ____  left” to set meter reading that activates a reminder that the task is approaching.

This turns a green current / up-to-date task status to a yellow warning.

Click “Add Trigger” to save.

Triggers with a Every or Every Strict Period can have time or usage parameter.

When a trigger has a Every Strict period, the trigger is scheduled on a specific date or specific meter reading, regardless of when the previous task was actually completed. If a previous task was not completed, the incomplete task is skipped over and the next upcoming task is the only one due.

Every (Strict) Period with a Time Parameter

Select Every (Strict) from the Period dropdown menu. Select Date on the Parameter dropdown menu.

Input a numerical value for the recurrence interval in the first text box and select the appropriate units (Days, Weeks, Months, or Years).

Clicking YYYY-MM-DD, opens a calendar modal. Select the date the task is first due on.

The task status will switch from green (or yellow if a warning is set) to red when it is past due, one day after the calendar date selected.

Input a numerical value for “warn at ____ days left” to set the number of days before the task is due for a reminder. This turns a green current / up-to-date task status to a yellow warning.

Click “Add Trigger” to save.

Every (Strict) Period with a Usage Parameter

Select Every (Strict) from the Period dropdown menu. Select the specific meter the task is associated with on the Parameter dropdown menu.

Input a numerical value for the usage recurrence interval in the first text box.

Input a value for the meter that triggers the new task being due in the “first due at” textbox.

The task status will switch from green (or yellow if a warning is set) to red after a “Log Asset Data” or “Update Meter Reading” records a usage value greater than the value entered here.

Input a numerical value for “warn at ____  left” to set meter reading that activates a reminder that the task is approaching.

This turns a green current / up-to-date task status to a yellow warning.

Click “Add Trigger” to save.

Generate Every is a special case period designation that can have a time or usage parameter.

When a task has a Generate Every Period, the task no longer utilizes a repeating trigger. A new, one-off task will be created (with the same details as the task currently being created) whenever the previous task's parameters are met.

Generate Every Period with a Time Parameter

Select Generate Every on the Period dropdown menu. There are two options for a time parameter: Date or Mon-Fri.

Select Date on the Parameter dropdown menu to create a customized recurrence interval. Input a numerical value for the recurrence interval in the first text box and select the appropriate units (Days, Weeks, Months, or Years).

Select Mon-Fri on the Parameter dropdown menu if the task should reoccur only on Monday – Friday.

Clicking YYYY-MM-DD, opens a calendar modal. Select the date the task is first due on.

The task status will switch from green (or yellow if a warning is set) to red when it is past due, one day after the calendar date selected.

If the Generate tasks in the past checkbox is selected, the system will recreate any tasks that have been missed or were deleted counting up from the selected date.

Use prior period for label checkbox will append a label of the previous period to help clarify the task.

An example use of this feature could be for a monthly reconciliation task of your bank account. In November, the task would state "Reconcile Checking Account for 2025-10 (Oct)."

Click “Add Trigger” to save.

Generate Every Period with a Usage Parameter

Select Generate Every from the Period dropdown menu. Select the specific meter the task is associated with on the Parameter dropdown menu.

Input a numerical value for the usage recurrence interval in the first text box.

Input a value for the meter that triggers the new task being due in the “first due at” textbox.

The task status will switch from green (or yellow if a warning is set) to red after a “Log Asset Data” or “Update Meter Reading” records a usage value greater than the value entered here.

Input a numerical value for “warn at ____  left” to set meter reading that activates a reminder that the task is approaching.

This turns a green current / up-to-date task status to a yellow warning.

If the Generate tasks in the past checkbox is selected, the system will recreate any tasks that have been missed or were deleted counting up from the selected date.

Use prior period for label checkbox will append a label of the previous period to help clarify the task.

Click “Add Trigger” to save.

Selecting “One Time” as the period allows the user to create a Regular Task that only occurs once. Triggers with a “One Time” period can have a time or usage parameters.

One Time Period with a Time Parameter

Select One Time on the Period Dropdown menu. Select Date on the Parameter dropdown menu.

Clicking on YYYY-MM-DD will open a calendar modal that allows the user to select the date that the task is due.

The task status will switch from green (or yellow if a warning is set) to red when it is past due, one day after the calendar date selected.

Input a numerical value for “warn at ____ days left” to set the number of days before the task is due for a reminder.

This turns a green current / up-to-date task status to a yellow warning.

Click “Add Trigger” to save.

One Time Period with a Usage Parameter

Select One Time on the Period Dropdown menu. Select the specific meter the task is associated with on the Parameter dropdown menu.

Input a value for the meter that triggers the new task being due in the “first due at” textbox.

The task status will switch from green (or yellow if a warning is set) to red after a “Log Asset Data” or “Update Meter Reading” records a usage value greater than the value entered here.

Input a numerical value for “warn at ____  left” to set meter reading that activates a reminder that the task is approaching.

This turns a green current / up-to-date task status to a yellow warning.

Click “Add Trigger” to save.

It is possible for a task’s trigger to be based on the schedule of another pre-existing task within the same asset tree.   

It is not possible to follow or copy another task’s schedule if the original task has an “on expiry” trigger.

Trigger Behavior: Follow Another Task’s Schedule

When a trigger’s behavior is set to “Follow another task’s schedule,” the original task and new task are now linked.

If the trigger for the task selected is altered, the trigger for the task following it will be altered as well.

Trigger Behavior: Copy Another Task’s Schedule

When a trigger’s behavior is set to “Copy another task’s schedule,” the two tasks function independently of each other.

If the schedule for the copied trigger is altered, it has no impact on the task schedule just created. This option allows the user to efficiently duplicate task schedules with ease.

Triggers with an On Expiry period can only have a time parameter.

An on-expiry trigger gives the user the ability to input the next due date (vs auto-calculating it like the other triggers based on task completion) when completing the task.

Select On Expiry from the Period dropdown menu. Clicking YYYY-MM-DD opens a calendar modal. Select the date the task expires on.

The task status will switch from green (or yellow if a warning is set) to red when it is past due, one day after the calendar date selected.

Input a numerical value for the task to renew and select the appropriate units (Days, Weeks, Months, or Years).

Use the dropdown menu to establish if the new expiry is calculated from the Last Expiry Date or Task Performed Date.

The user can select to pad the autofill to the end of the nearest Month, Quarter, 6 Months, Year, or to not pad the autofill.

Enter a numerical value to Turn Red ___ days before expiry.

Enter a numerical value to Warn ___ days before turning red.

Click “Add Trigger” to save.