Assets Module Assets: Introduction Assets Module Summary The Assets Module is comprised of various components (folders, entities, collections of tasks, etc.) that are used to designate, manage, and track both recurring company tasks, physical assets, and maintenance that users are assigned ownership/responsibility for. Each asset can have components, and associated tasks with customizable triggers can be created for each asset. Multiple users can have responsibility for the same asset, and management has the ability to track an individual’s completion of their personal task schedule (assigned tasks). Asset components are sub-categorized items that are considered to be part of a larger asset. Asset components are listed underneath the asset with which they are associated in table format on the My Assets page. Ownership can be assigned to an entire asset or individual components. Assets or their components within the asset can have meters associated with them. A meter can be a literal meter but can also be a figurative representation of any device whose usage is being tracked. Meters within KAStrack have customizable units. Examples include but are not limited to odometers for mileage, quantities consumed or produced, hours of usage, cycles of use, number of revolutions, etc. The assets module also features a method to record issues or impairments with assets or components by recording faults within the system. Tracking faults allows the organization to trend issues, and help identify bad actors. There are several Asset Pages displayed on the Main Menu. Visibility is dependent on a user's access level. The Assets Module Pages Explanation Table gives details on each page and its functional purpose. Assets Module Page Explanations Table Page Explanation Home Page The Home page in the Assets Module displays a user’s Upcoming Tasks Page with work-orders for any upcoming, deferred, or past due tasks that are associated with the assets the individual has been assigned responsibility for. Upcoming Tasks are displayed in tabular format. My Assets Page The My Assets Page in the Assets Module displays all user assets in table format and allows the user to search for assets via the tag/filter box at the top of the screen. Manage Assets Page The “Manage Assets” Page in the Assets Module is where individuals with appropriate permissions can create new assets/components and modify existing ones. Files Page The Files Page in the Assets Module displays any files that have been uploaded. Any files included in the Assets Module can be viewed from the Assets Files Page. Files uploaded in the Asset module are not automatically included the Documents Module, although a file can be manually added to both. Reports Page The Reports Page in the Assets Module is a legacy page, used prior to the creation of the Reports Module, and is no longer customizable. The Reports Page allows the user to view reports generated by KAStrack. If your company uses BowTieXP, you can export information from the Assets Module Reports Page to create a systems import for BowTieXP. Settings Page The Settings Page under the Assets Module allows a user with appropriate permissions to designate specific asset parameters. Asset Status Color Coding Legend Within the Assets Module, a color coding system is used visually indicate the status of an asset and their tasks. The table below is a legend for the Assets Module. Asset and Task Status Legend - Assets Module Icon Meaning A greet status icon in the Assets Module indicates that a task is current and up to date. A yellow status icon in the Assets Module is a warning that a deadline is upcoming. A red status icon in the Assets Module indicates that a task is past due. A blue status icon in the Assets Module indicates that a task has been deferred. A grey status icon in the Assets Module indicates that an asset or component is out of service. Any subcomponent would also be archived. A white status icon in the Assets Module indicates that an asset or component is archived. Any subcomponent would also be archived. A purple status icon in the Assets Module indicates that a before task linked to a deferred corrective action. A yellow triangle status icon in the Assets Module is a warning that a critical item has an upcoming deadline A red triangle status icon in the Assets Module indicates that a critical item is past due. Understanding an Individual Asset An Asset's Task Schedule Page Each asset created in KAStrack will have its own Task Schedule Page which displays an asset's Task Schedule in tabular format. Tasks are added to an asset and managed from this page. To the right of the Task Schedule Page header is three-dot icon that when clicked, opens the Task Schedule Page Context Menu with options for quick actions. Each of the possible Task Schedule Page Context Menu options are explained in the table below. Task Schedule Page Context Menu Option Explanations Option Explanation Complete Task Selecting “Complete Task” on the context menu opens the Complete Task Modal, allowing a user to record necessary details and mark the task as complete. How To: Log a Task Has Been Completed 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. Record Fault Selecting “Record Fault” on the context menu opens the Record Fault Modal, allowing a user to record any necessary details about a fault. How To: Record a Fault 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. Update Meter Reading Selecting “Update Meter Reading” on the context menu opens the Update Meter Reading Modal, allowing a user to record details regarding a meter reading. How To: Update a Meter Reading 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. Run Report Selecting “Run Report” from the context menu open the Assets Report Modal, allowing the user to select between five customizable Asset Reports. How To: Run an Asset Report 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. Asset Report Type Explanation Table Report Type Assets Report Modal Image Description / Notes Asset Status Report Modal Options to include within the report include the following, which are selectable via checkbox: Include Subcomponents Include Green Tasks Include Out-of-Service Components Expand Permissive Groups Tasks Due in the Next Report Modal The “Tasks Due in the Next” Report allows the user to identify all upcoming tasks due over a customizable period of days / weeks / months / years. The report can be generated based on a period or usage. Tasks Due By Report Modal The “Tasks Due By” Report provides the same information, but allows the user to enter a specific calendar date. Both reports allow the user to include subcomponents if desired. The report can be generated on a period or usage. Task Summary Report Modal The Task Summary Report provides a summary of the status of all tasks. This report does not list all tasks associated with an asset. Tasks Completed Report Modal The Tasks Completed Report Modal shows all tasks completed in a 30/60/90-day window or a specified date range. Each Asset Report can be viewed as a report in KAStrack's Report Module, a PDF File, or an Excel Document. 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. History Selecting “History” from the context menu opens the Asset History Page with historical entries for the components/sub-components that were selected. The Asset History Page contains four historical logs - tasks completed, tasks deferred, as well meter and fault logs. How To: View an Asset's Historical Tasks 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. Edit Selecting "Edit" on the context menu opens the Edit Asset Modal, which is used to alter asset details. How To: Edit an Asset To edit a task associated with an asset, open the Task Schedule Page for the asset whose task you wish to edit. How To: View an Asset's Task Schedule 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. 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. Manage Assignments Selecting "Manage Assignments" on the context menu opens the Asset Assignments Modal which allows individual users and certification roles to be assigned to an asset. How To: Assign / Unassign Users and Certification Roles to an Asset 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. Add Component Selecting "Add Component" on the context menu opens the New Component Modal, which allows new components to be added to an asset. How To: Add Components to a Parent Asset 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. How To: Create a New Asset To create a new asset, open the Manage Assets Page in the Asset Module and click the plus sign (+) icon to open the New Asset modal. You can also access the New Asset Modal by clicking the three dot (…) icon and selecting “Create Asset” from the context menu. The New Asset Modal requires the entry of an Asset Title. Optional fields include an asset description, tags, manufacturer, model number, serial number, and critical spares. Select the "Critical Component" checkbox to designate this asset as a critical component. This term is subjective for your organization to define. Designating an asset as a critical component will result in a hazard symbol being used as a visual indicator. Critical items are prioritized and show separately on the Assets Module Summary. An entire asset is designated as a critical. All components and associated tasks will also have a critical component designation. KAStrack’s default setting prevents users with an expired certification role from performing tasks (such as completing tasks, recording faults, and updating meter readings. Select the “Allow users who are expired in assigned certification roles to perform tasks” checkbox to allow a user to perform tasks regardless of their assigned certification role status. The remaining three checkbox options all relate to asset status alert preferences. The “Send an alert when the asset changes from Past Due to OK” checkbox will send an alert via email to the assigned users when the task status changes from past due (red) to current/up to date (green). The “Send an alert when the asset changes to Warn” checkbox will send an alert via email to all users assigned to the asset when the task status changes from current/up to date (green) to warn (yellow). The “Send an alert when the asset changes to Past Due” checkbox will send an alert via email to all users assigned to the asset when the task status changes to past due (red). Asset Types are customizable to your company and are created on the Settings Page of the Asset Module.   Once an asset type has been created, y ou can select one from the dropdown menu in the New Asset Modal to enable additional filtering capabilities.   Asset Types allows your organization to add customizable fields unique to individual assets. How To: Create a New Asset Type To create a new asset type, open the Asset Types Tab on the Settings Page of the Assets Module. Selecting the “Add Asset Type” button opens the New Asset Type modal. Input the title of the New Asset Type and click “Save”. The newly created Asset Type will now show in the table on the Asset Type tab on the Settings page and is ready for you to add fields to. How To: Add Fields to an Asset Type {{@496}} Select the “Save” button at the bottom of the New Asset Modal to create the new asset or click “Cancel” to close the modal without saving and return to the Manage Assets Page. After an asset is created, it will appear in the Manage Asset Table where it can be managed. 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. Manage Components Selecting “Manage Components” from the context menu will open the Manage Asset Components Page where assets and their components can be managed. Only users with appropriate permissions will have access to this page. In addition to the search and tag filters, checkboxes allow you to customize your Task Schedule view allowing you to include/exclude completed tasks and generator tasks. The Task Schedule Page has several icons. The actions associated with each icon are explained in the Task Schedule Icon Explanation Table below. Task Schedule Page Icon Explanation Table Icon Meaning Clicking the odometer icon opens the Update Meter Reading Modal. This icon initiates the same action as the "Update Meter Reading" option on the Task Schedule Page Context Menu. How To: Update a Meter Reading 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. Clicking the checkbox icon is a quick link that opens the Complete Task Modal that is used to mark a task as completed and up to date. This icon initiates the same action as the "Complete Task" open on the Task Schedule Page Context Menu. How To: Log a Task Has Been Completed 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. Clicking the exclamation point icon opens the Record Fault Modal that is used to indicate an issue with an asset. This icon indicates the same action as the "Record Fault" option on the Task Schedule Page Context Menu. How To: Record a Fault 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. When the page icon is visible in the Task Schedule Table, it is indicating that there is additional information available regarding the task. When the icon is clicked, an Additional Information Sections with notes appears. How To: View Additional Notes Associated with a Task 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. Clicking the task note icon opens a text box that allows a user to add interim notes to a task without completing the task . Any previously added interim notes for this task will show when the dialogue icon is clicked. How To: Add Interim Notes to a Task without Task Completion 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. The number within parenthesis indicates the number of interim notes that have been added to a task since the last completed maintenance. The Task Schedule Page contains several buttons that enable efficient task management. An explanation of each button on the Task Schedule Page has been included in the table below. Task Schedule Buttons Explanation Table Icon Meaning Refresh Status Clicking the Refresh Status button on the Task Schedule Page refreshes the status of the tasks shown on the Task Schedule Table processing any new task information since the page was opening. How To: Refresh the Task Schedule Table 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. Take Out of Service Clicking the Take Out of Service button on the Task Schedule Page opens a Status Confirmation Modal which states, "Are you sure you wish to take this asset / component out of service?" How To: Take an Asset Out of Service 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. View Components / Hide Components Clicking the View Components button on the Task Schedule Page will expand the Task Schedule Table to include all tasks associated with a parent asset's components. The View Components button changes to a Hide Components button that will allow you to collapse the task schedule view. How To: View All Components on an Asset's Task Schedule Page 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. How To: View an Asset's Task Schedule 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. 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. View Cost and Time Clicking the View Cost and Time button on the Task Schedule Page opens an asset's Cost and Time Summary Modal, displaying the cost and time associated with the asset's tasks. An asset's components can be included in the summary. How To: View an Asset's Cost/Time Summary 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. Add Task Clicking the Add Task button on the Task Schedule Page opens the New Task Modal. How To: Add a Task to an Asset/Component To create a new task for a specific asset, open the Task Schedule Page of the relevant asset. How To: View an Asset's Task Schedule 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. 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. Customized Trigger Settings How To Links Table Customize Trigger Settings with a One Time Period Customize Trigger Settings with a Generate Every Period Customize Trigger Settings with an Every (strict) Period Customize Trigger Settings with a Generate Every Period Customize Trigger Settings Based on an On Expiry Period Customize Trigger Settings Based on Pre-Existing Tasks 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. Create Permissive Group Clicking the Create Permissive Group Button on the Task Schedule Page opens the Permissive Task Group Modal. Permissive groups allow 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. How To: Create a Permissive Task Group 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. Apply Task Template Clicking the Apply Task Template Button on the Task Schedule Page will open the Apply Task Template Modal. How To: Create a New Task Schedule Template 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. How To: Apply a Task Template to the Task Schedule 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. How To: Apply a Task Template to the Task Schedule 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. How To: Apply a Task Template to the Task Schedule 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. How To: Apply a Task Template to the Task Schedule {{@497}} 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.  How To: Create a New Task Schedule Template {{@471}} 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. 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.  How To: Create a New Task Schedule Template 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. 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. 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.  How To: Create a New Task Schedule Template 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. 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. With Selected Clicking the With Selected button on the Task Schedule Page enables a user to complete or delete multiple tasks simultaneously. How To: Delete Multiple Tasks Simultaneously on the Task Schedule To delete multiple tasks on a task schedule at the same time, open the Task Schedule you wish to edit in the Assets Module. How To: View an Asset's Task Schedule 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. 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. How To: Mark Multiple Tasks as Complete on the Task Schedule 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. How To: View an Asset's Task Schedule 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. 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. To the right of each task on the Task Schedule Table is three-dot icon that opens the Task Management Context Menu. The options available on that menu are explained in the table below. Task Schedule Table Context Menu Option Explanation Table Option Associated Action Complete Task Selecting Complete Task from the task schedule context menu opens the Complete Task Modal. How To: Log a Task has been Completed 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. Task Files Selecting Task Files from the task schedule context menu opens the Task Files Modal which displays files already attached to the task and can be used to upload new files or access files in the Asset Library. Defer Task Selecting Defer Task from the task schedule context menu opens the Defer Task Modal, where a checkbox is utilized to mark a task as deferred.  How To: Defer a Task To defer/postpone a task for completion at a future time, open the Task Schedule Page for the Asset of interest. How To: View an Asset's Task Schedule 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. 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. Edit Task Selecting Edit Task from the task schedule context menu opens the Edit Task Modal, where key information regarding the task can be altered. How To: Edit a Task To edit a task associated with an asset, open the Task Schedule Page for the asset whose task you wish to edit. How To: View an Asset's Task Schedule 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. 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. View Details Selecting View Details from the task schedule context menu opens the read-only Task Details Modal. How To: View Task Details 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. How To: View an Asset's Task Schedule 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. 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. Duplicate Task Selecting Duplicate Task from the task schedule context menu opens the Copy Task Modal which allows you to rename the copied task before its creation. How To: Copy and Rename a Task To copy a task, open the Task Schedule Page for the asset that contains the task you wish to copy. How To: View an Asset's Task Schedule 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. 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. Task History Selecting Task History from the task schedule context menu opens open's the Asset History Page displaying the historical logs associated with that specific task. How To: View Historical Logs for a Specified Task 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. How To: View an Asset's Task Schedule 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. 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. Delete Task Selecting Delete Task from the task schedule context menu opens the Delete Task Confirmation Modal which states, "Please confirm you wish to delete this maintenance." How To: Delete a Task To delete a task, open the Task Schedule for the asset whose task you wish to delete. How To: View an Asset's Task Schedule 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. 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. An Asset's Components Page Each asset created in KAStrack will have its own Components Page and Manage Components Page that displays the hierarchal structure of an asset and its components. Users with appropriate module level permissions will also have access to a Manage Components Page with more options for asset management. The context menu options visible to users will vary based on their individual module level permissions. Clicking the plus sign icon to the right of the page header opens the New Component Modal, allowing you to add a new component beneath a parent asset. How To: Add Components to a Parent Asset 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. How To: Create a New Asset To create a new asset, open the Manage Assets Page in the Asset Module and click the plus sign (+) icon to open the New Asset modal. You can also access the New Asset Modal by clicking the three dot (…) icon and selecting “Create Asset” from the context menu. The New Asset Modal requires the entry of an Asset Title. Optional fields include an asset description, tags, manufacturer, model number, serial number, and critical spares. Select the "Critical Component" checkbox to designate this asset as a critical component. This term is subjective for your organization to define. Designating an asset as a critical component will result in a hazard symbol being used as a visual indicator. Critical items are prioritized and show separately on the Assets Module Summary. An entire asset is designated as a critical. All components and associated tasks will also have a critical component designation. KAStrack’s default setting prevents users with an expired certification role from performing tasks (such as completing tasks, recording faults, and updating meter readings. Select the “Allow users who are expired in assigned certification roles to perform tasks” checkbox to allow a user to perform tasks regardless of their assigned certification role status. The remaining three checkbox options all relate to asset status alert preferences. The “Send an alert when the asset changes from Past Due to OK” checkbox will send an alert via email to the assigned users when the task status changes from past due (red) to current/up to date (green). The “Send an alert when the asset changes to Warn” checkbox will send an alert via email to all users assigned to the asset when the task status changes from current/up to date (green) to warn (yellow). The “Send an alert when the asset changes to Past Due” checkbox will send an alert via email to all users assigned to the asset when the task status changes to past due (red). Asset Types are customizable to your company and are created on the Settings Page of the Asset Module.   Once an asset type has been created, y ou can select one from the dropdown menu in the New Asset Modal to enable additional filtering capabilities.   Asset Types allows your organization to add customizable fields unique to individual assets. How To: Create a New Asset Type To create a new asset type, open the Asset Types Tab on the Settings Page of the Assets Module. Selecting the “Add Asset Type” button opens the New Asset Type modal. Input the title of the New Asset Type and click “Save”. The newly created Asset Type will now show in the table on the Asset Type tab on the Settings page and is ready for you to add fields to. How To: Add Fields to an Asset Type {{@496}} Select the “Save” button at the bottom of the New Asset Modal to create the new asset or click “Cancel” to close the modal without saving and return to the Manage Assets Page. After an asset is created, it will appear in the Manage Asset Table where it can be managed. 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. The three-dot icon to the right of the header opens the Components Page Context Menu with options for asset/component management. The Components Page Context Menu options are explained in the table below. Components Page Context Menu Option Explanations Option Explanation Create Component Selecting “Create Component” from the context menu opens the New Component Modal. The plus sign icon to the right of the page header opens the same modal. How To: Add Components to a Parent Asset 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. How To: Create a New Asset To create a new asset, open the Manage Assets Page in the Asset Module and click the plus sign (+) icon to open the New Asset modal. You can also access the New Asset Modal by clicking the three dot (…) icon and selecting “Create Asset” from the context menu. The New Asset Modal requires the entry of an Asset Title. Optional fields include an asset description, tags, manufacturer, model number, serial number, and critical spares. Select the "Critical Component" checkbox to designate this asset as a critical component. This term is subjective for your organization to define. Designating an asset as a critical component will result in a hazard symbol being used as a visual indicator. Critical items are prioritized and show separately on the Assets Module Summary. An entire asset is designated as a critical. All components and associated tasks will also have a critical component designation. KAStrack’s default setting prevents users with an expired certification role from performing tasks (such as completing tasks, recording faults, and updating meter readings. Select the “Allow users who are expired in assigned certification roles to perform tasks” checkbox to allow a user to perform tasks regardless of their assigned certification role status. The remaining three checkbox options all relate to asset status alert preferences. The “Send an alert when the asset changes from Past Due to OK” checkbox will send an alert via email to the assigned users when the task status changes from past due (red) to current/up to date (green). The “Send an alert when the asset changes to Warn” checkbox will send an alert via email to all users assigned to the asset when the task status changes from current/up to date (green) to warn (yellow). The “Send an alert when the asset changes to Past Due” checkbox will send an alert via email to all users assigned to the asset when the task status changes to past due (red). Asset Types are customizable to your company and are created on the Settings Page of the Asset Module.   Once an asset type has been created, y ou can select one from the dropdown menu in the New Asset Modal to enable additional filtering capabilities.   Asset Types allows your organization to add customizable fields unique to individual assets. How To: Create a New Asset Type To create a new asset type, open the Asset Types Tab on the Settings Page of the Assets Module. Selecting the “Add Asset Type” button opens the New Asset Type modal. Input the title of the New Asset Type and click “Save”. The newly created Asset Type will now show in the table on the Asset Type tab on the Settings page and is ready for you to add fields to. How To: Add Fields to an Asset Type {{@496}} Select the “Save” button at the bottom of the New Asset Modal to create the new asset or click “Cancel” to close the modal without saving and return to the Manage Assets Page. After an asset is created, it will appear in the Manage Asset Table where it can be managed. 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. Export Selecting "Export" from the context menu opens the Export Asset Modal that allows you to select all assets/components or specific asset types. There is a checkbox that when selected, will include all asset type fields in the export. How To: Export Asset Information 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. Helpful Hints for Bulk Importing Asset Information Field Comments / Notes Temp ID for Create New Modify Existing on Import Exist ID This is a unique ID generated by the system. If assets have already been created, download an export to identify the ExistID. Parent ID Input the ExistID generated by KAStrack for the parent asset/component. Export all assets to determine what the ExistID is for the parent assets. Title Input the asset title. Descriotion Input a description for the asset. Manufacturer Input the manufacturer of the asset. Leave blank if it does not apply. Model Number Input the asset’s model number. Leave blank if it does not apply. Serial Number Input the asset’s serial number. Leave blank if it does not apply. Critical Component If the asset has a critical component designation, input Y. If the asset does not have a critical component designation, input N. Critical Spares Tagging Expired Cert Roles Allowed To Leave the checkbox unchecked: [blank], 0, false, n, no To Select the checkbox: 1, true, y, yes Alert Past Due to OK Status To Leave the checkbox unchecked: [blank], 0, false, n, no To Select the checkbox: 1, true, y, yes Alert on Change to Warn Status To Leave the checkbox unchecked: [blank], 0, false, n, no To Select the checkbox: 1, true, y, yes Alert on Change to Past Due Status To Leave the checkbox unchecked: [blank], 0, false, n, no To Select the checkbox: 1, true, y, yes Asset Type When uploading mixed asset types, the last field of the CSV must be the asset type (or blank for no asset type). 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. Import Selecting “Import” on the context menu opens the Import Components Modal that allows you to upload a .csv file for bulk importation of asset information. How To: Import Asset Information 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. The Asset Component Table displays the asset/component title, serial number, associated meters and tags, as well as the asset status. To the right of the asset/component title in the table is a three-dot icon that opens the Component Context Menu. Components Context Menu Option Explanations Option Explanation Complete Task Selecting “Complete Task” on the context menu opens the Complete Task Modal, allowing a user to record necessary details and mark the task as complete. How To: Log a Task has been Completed 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. Record Fault Selecting “Record Fault” on the context menu opens the Record Fault Modal, allowing a user to record any necessary details about a fault. How To: Record a Fault 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. Update Meter Reading Selecting “Update Meter Reading” on the context menu opens the Update Meter Reading Modal, allowing a user to record details regarding a meter reading. How To: Update a Meter Reading 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. Task Schedule Selecting "Task Schedule" on the context menu opens an asset's Task Schedule, where new tasks can be added and existing tasks can be managed. How To: View an Asset's Task Schedule 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. Run Report Selecting “Run Report” from the context menu open the Assets Report Modal, allowing the user to select between five customizable Asset Reports. How To: Run an Asset Report 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. Asset Report Type Explanation Table Report Type Assets Report Modal Image Description / Notes Asset Status Report Modal Options to include within the report include the following, which are selectable via checkbox: Include Subcomponents Include Green Tasks Include Out-of-Service Components Expand Permissive Groups Tasks Due in the Next Report Modal The “Tasks Due in the Next” Report allows the user to identify all upcoming tasks due over a customizable period of days / weeks / months / years. The report can be generated based on a period or usage. Tasks Due By Report Modal The “Tasks Due By” Report provides the same information, but allows the user to enter a specific calendar date. Both reports allow the user to include subcomponents if desired. The report can be generated on a period or usage. Task Summary Report Modal The Task Summary Report provides a summary of the status of all tasks. This report does not list all tasks associated with an asset. Tasks Completed Report Modal The Tasks Completed Report Modal shows all tasks completed in a 30/60/90-day window or a specified date range. Each Asset Report can be viewed as a report in KAStrack's Report Module, a PDF File, or an Excel Document. 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. History Selecting “History” from the context menu opens the Asset History Page with historical entries for the components/sub-components that were selected. The Asset History Page contains four historical logs - tasks completed, tasks deferred, as well meter and fault logs. How To: View an Asset's Historical Logs 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. Files Selecting “Files” from the context menu will open the Files Modal and display any files attached to the asset or component. Only users with appropriate permissions will be able to access files associated with an asset or task. How To: Upload a Task File 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. How To: View File's Associated with an Asset/Component 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. How To: View a File Attached to a Task To view a file associated with a specific task, open the Task Schedule Page for the asset of interest. How To: View an Asset's Task Schedule 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. 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. Edit Selecting "Edit" on the context menu opens the Edit Component Modal, which is used to alter asset details. How To: Edit an Asset 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. Manage Assignments Selecting "Manage Assignments" on the context menu opens the Asset Assignments Modal which allows individual users and certification roles to be assigned to an asset. How To: Assign / Unassign Users and Certification Roles to an Asset 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. Add Component Selecting "Add Component" on the context menu opens the New Component Modal, which allows new components to be added to an asset. How To: Add Components to a Parent Asset 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. How To: Create a New Asset To create a new asset, open the Manage Assets Page in the Asset Module and click the plus sign (+) icon to open the New Asset modal. You can also access the New Asset Modal by clicking the three dot (…) icon and selecting “Create Asset” from the context menu. The New Asset Modal requires the entry of an Asset Title. Optional fields include an asset description, tags, manufacturer, model number, serial number, and critical spares. Select the "Critical Component" checkbox to designate this asset as a critical component. This term is subjective for your organization to define. Designating an asset as a critical component will result in a hazard symbol being used as a visual indicator. Critical items are prioritized and show separately on the Assets Module Summary. An entire asset is designated as a critical. All components and associated tasks will also have a critical component designation. KAStrack’s default setting prevents users with an expired certification role from performing tasks (such as completing tasks, recording faults, and updating meter readings. Select the “Allow users who are expired in assigned certification roles to perform tasks” checkbox to allow a user to perform tasks regardless of their assigned certification role status. The remaining three checkbox options all relate to asset status alert preferences. The “Send an alert when the asset changes from Past Due to OK” checkbox will send an alert via email to the assigned users when the task status changes from past due (red) to current/up to date (green). The “Send an alert when the asset changes to Warn” checkbox will send an alert via email to all users assigned to the asset when the task status changes from current/up to date (green) to warn (yellow). The “Send an alert when the asset changes to Past Due” checkbox will send an alert via email to all users assigned to the asset when the task status changes to past due (red). Asset Types are customizable to your company and are created on the Settings Page of the Asset Module.   Once an asset type has been created, y ou can select one from the dropdown menu in the New Asset Modal to enable additional filtering capabilities.   Asset Types allows your organization to add customizable fields unique to individual assets. How To: Create a New Asset Type To create a new asset type, open the Asset Types Tab on the Settings Page of the Assets Module. Selecting the “Add Asset Type” button opens the New Asset Type modal. Input the title of the New Asset Type and click “Save”. The newly created Asset Type will now show in the table on the Asset Type tab on the Settings page and is ready for you to add fields to. How To: Add Fields to an Asset Type {{@496}} Select the “Save” button at the bottom of the New Asset Modal to create the new asset or click “Cancel” to close the modal without saving and return to the Manage Assets Page. After an asset is created, it will appear in the Manage Asset Table where it can be managed. 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. Manage Components Selecting “Manage Components” from the context menu will open the Manage Asset Components Page where assets and their components can be managed. Only users with appropriate permissions will have access to this page. Duplicate Selecting "Duplicate" on the context menu opens the Copy Asset Modal that allows you to rename the asset before copying. How To: Copy and Rename an Asset 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. Move Selecting "Move" on the context menu opens the Move Asset Modal, allowing you to move an asset/component under another asset/component. How To: Move an Asset/Component to Another Asset/Component 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. View Selecting “View” from the context menu opens an Asset Summary Modal with a summary of the asset/component information. The read-only modal displays details, any associated meters, subcomponents, assignments, and tasks associated with an asset. How To: View an Asset Summary Modal 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. PDF Sheet Selecting "PDF Sheet" on the context menu opens a PDF Copy of an Asset Data Sheet in a new widow. How To: Access an Asset's PDF Data Sheet 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. QR Code Selecting "QR Code" on the context menu opens the Asset QR Code modal, which displays the QR Code associated with the Asset that when scanned will link a user to asset details. How To: Access an Asset's QR Code 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. Manage Meters Selecting "Manage Meters" on the context menu opens the Asset Meter Modal which lists all meters associated with the asset and allows for new meters to be created. How To: Add a Meter to an Asset To add a meter to an asset, the Meter Type must already be created through the Assets Settings Page. How To: Create a Meter Type To create a new meter type, open the Meter Types Tab on the Settings Page of the Assets Module. Select “Add Meter” opening the New Meter Type Modal. This opens the New Meter Type modal. Input the desired meter type title and description. Include the units associated with this meter type. Meter units should always be entered in plural form. Input an integer to determine the number of place values after the decimals you would like recorder. Input 0 if you do not want to see any values after the decimal. The Input Option dropdown menu has three options: Actual, Elapsed, Both. If you select both, a user can input the actual reading and elapsed value will be calculated. A user can also input the elapsed reading and the actual will be calculated. Select the “Save” button and the New Meter Type will be created and now shows on the Meters Tab on the Settings Page of the Assets Module. 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. Cost / Time Summary Selecting "Cost / Time Summary" on the context menu opens the Cost and Time Summary Modal. How To: View an Asset's Cost / Time Summary 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. Archive Selecting "Archive" on the context menu opens the Archive Confirmation Modal which states, "Are you sure you want to archive this asset? This will also archive any components."  How To: Archive an Asset or Component 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. An Asset's History Page Each asset created in KAStrack will have it's own Asset History Page that contains a task log, defer log, meter log and fault log which can be used to track, access, and manage historical data gained through the use of KAStrack's Asset Module. To access the Asset History Page, click the three-dot icon to the right of the asset title whose history you want to view opening the Asset Management Context Menu and select History. The asset title in the History Page is a clickable link that, when selected, will review back to the Manage Assets Table showing just the specified asset and its components. A dropdown menu allows you to filter between individual (task, defer, meter, fault) or all log views. Historical logs for specific components of the asset can be selected on the "Switch to logs for" dropdown menu. The dropdown menu below shown below allows the user to toggle the view between any of the asset’s components and subcomponents. The three-dot icon to the right of the log view filter opens the History Page Context Menu with options for quick actions. Those options are explained in the table below. History Page Context Menu Option Explanation Table Option Explanation Complete Task Selecting Complete from the context menu will open a modal that prompts you to select the asset the task is associated with. The completed task(s) can be selected via checkbox on the Complete Task Modal. How To: Log a Task has been Completed 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. Record Fault Selecting Record Fault from the context menu will open a modal that prompts you to select the asset the fault is associated with. The fault can then be recorded through the Record Fault Modal. How To: Record a Fault 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. Update Meter Reading Selecting Update Meter Reading from the context menu will open a modal that prompts you to select the asset the meter is associated with. The appropriate meter can then be selected from the Update Meter Reading Modal. How To: Update a Meter Reading 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. Task Schedule Selecting "Task Schedule" on the context menu opens an asset's Task Schedule, where new tasks can be added and existing tasks can be managed. How To: View an Asset's Task Schedule 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. Run Report Selecting “Run Report” from the context menu open the Assets Report Modal, allowing the user to select between five customizable Asset Reports. How To: Run an Asset Report 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. Asset Report Type Explanation Table Report Type Assets Report Modal Image Description / Notes Asset Status Report Modal Options to include within the report include the following, which are selectable via checkbox: Include Subcomponents Include Green Tasks Include Out-of-Service Components Expand Permissive Groups Tasks Due in the Next Report Modal The “Tasks Due in the Next” Report allows the user to identify all upcoming tasks due over a customizable period of days / weeks / months / years. The report can be generated based on a period or usage. Tasks Due By Report Modal The “Tasks Due By” Report provides the same information, but allows the user to enter a specific calendar date. Both reports allow the user to include subcomponents if desired. The report can be generated on a period or usage. Task Summary Report Modal The Task Summary Report provides a summary of the status of all tasks. This report does not list all tasks associated with an asset. Tasks Completed Report Modal The Tasks Completed Report Modal shows all tasks completed in a 30/60/90-day window or a specified date range. Each Asset Report can be viewed as a report in KAStrack's Report Module, a PDF File, or an Excel Document. 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. Edit Select "Edit” from the to open the Edit Asset modal, which allows the user to edit the key information regarding the asset and an asset's alert preferences. How To: Edit an Asset 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. Manage Assignments Selecting "Manage Assignments" on the context menu opens the Asset Assignments Modal which allows individual users and certification roles to be assigned to an asset. How To: Assign / Unassign Users and Certification Roles to an Asset 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. Add Component Selecting "Add Component" on the context menu opens the New Component Modal, which allows new components to be added to an asset. How To: Add Components to a Parent Asset 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. How To: Create a New Asset To create a new asset, open the Manage Assets Page in the Asset Module and click the plus sign (+) icon to open the New Asset modal. You can also access the New Asset Modal by clicking the three dot (…) icon and selecting “Create Asset” from the context menu. The New Asset Modal requires the entry of an Asset Title. Optional fields include an asset description, tags, manufacturer, model number, serial number, and critical spares. Select the "Critical Component" checkbox to designate this asset as a critical component. This term is subjective for your organization to define. Designating an asset as a critical component will result in a hazard symbol being used as a visual indicator. Critical items are prioritized and show separately on the Assets Module Summary. An entire asset is designated as a critical. All components and associated tasks will also have a critical component designation. KAStrack’s default setting prevents users with an expired certification role from performing tasks (such as completing tasks, recording faults, and updating meter readings. Select the “Allow users who are expired in assigned certification roles to perform tasks” checkbox to allow a user to perform tasks regardless of their assigned certification role status. The remaining three checkbox options all relate to asset status alert preferences. The “Send an alert when the asset changes from Past Due to OK” checkbox will send an alert via email to the assigned users when the task status changes from past due (red) to current/up to date (green). The “Send an alert when the asset changes to Warn” checkbox will send an alert via email to all users assigned to the asset when the task status changes from current/up to date (green) to warn (yellow). The “Send an alert when the asset changes to Past Due” checkbox will send an alert via email to all users assigned to the asset when the task status changes to past due (red). Asset Types are customizable to your company and are created on the Settings Page of the Asset Module.   Once an asset type has been created, y ou can select one from the dropdown menu in the New Asset Modal to enable additional filtering capabilities.   Asset Types allows your organization to add customizable fields unique to individual assets. How To: Create a New Asset Type To create a new asset type, open the Asset Types Tab on the Settings Page of the Assets Module. Selecting the “Add Asset Type” button opens the New Asset Type modal. Input the title of the New Asset Type and click “Save”. The newly created Asset Type will now show in the table on the Asset Type tab on the Settings page and is ready for you to add fields to. How To: Add Fields to an Asset Type {{@496}} Select the “Save” button at the bottom of the New Asset Modal to create the new asset or click “Cancel” to close the modal without saving and return to the Manage Assets Page. After an asset is created, it will appear in the Manage Asset Table where it can be managed. 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. Manage Components Selecting “Manage Components” from the context menu will open the Manage Asset Components Page where assets and their components can be managed. Only users with appropriate permissions will have access to this page. The actions associated with the icons used on the History Page of the Assets Module are explained on the table below. Asset History Page Icon Explanation Table Icon Associated Action Clicking the spreadsheet icon on the History Page will convert the selected table on the History Page to a datatable. Datatables enable you to sort information by column header. Refreshing the browser will revert back to the original tabular view. Clicking the numbered list icon to the right of the Task Log header on the History Page will open a Task Reports Modal that allows you to run a report on the asset tasks. Form data must be present within the table in order for KAStrack to be able to generate a report. How To: Run Reports on Historical Task Data To run reports on historical task records, open the relevant asset's Asset History Page. How To: View an Asset's Historical Logs 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. Click the numbered list icon to the right of the Task Log header opening the Tasks Reports Modal. Clicking the download icon in the Attachments Column of a Log Tab will open the Downloading Attachments Modal, which generates a clickable link when the one-time download is ready. Clicking the download link downloads the attachment associated with a historical log to your personal device. How To: Download Historical Task Attachments To download attachments associated with historical tasks, open the History Page of the relevant asset. How To: View an Asset's Historical Logs 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. 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. Clicking the eyeball icon in the Actions Column of a Log Table will open the Task Details Module which displays recorded meter readings and files associated with the task. Clicking the dialogue icon opens the Interim Notes Modal which shows all interim notes associated with the historical record. How To: View Interim Notes Associated with Historical Tasks To view interim notes associated with historical tasks, open the relevant asset's History Page. How To: View an Asset's Historical Logs 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. 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. Clicking the upload icon in the Actions Column of the Log Table will open the Upload Files Modal, allowing you to upload files to a logged task after the fact. How To: Upload Files to a Task after a Task has been Completed To upload files to a task after a task has been completed, open the relevant asset's History Page. How To: View an Asset's Historical Logs 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. 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. Clicking the Pencil/Page Icon opens the Edit Log Entry Modal which allows you to change the date and time of task completion and include any notes. How To: Edit the Date / Time of Task Completion for Historical Tasks 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. Clicking the trashcan icon opens the Delete Record Confirmation modal which states, "Are you sure you wish to delete this record?"  How To: Delete Historical Task Records To delete the historical records associated with an asset task, open the asset's History Page. How To: View an Asset's Historical Logs 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. 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. Understanding Task Trigger Settings Each task on an asset's Task Schedule has its own customizable trigger. The trigger is what sets the task's schedule and its status changes. Tasks are not required to have a trigger and can also have more than one. Tasks that do not have a trigger will always remain current with a green status, allowing a user to track task completion, faults, and meter readings. To customize triggers from the New Task Modal or Edit Task Modal, you select the Task Type and Trigger Behavior from the two dropdown menus. Task Type Option Explanation Table Task Type Explanation Regular Task This is the default task type. Corrective Task Corrective tasks are one-time actions, not reoccurring tasks. Because of this, there is no trigger selection to be made. When a Corrective Task Type is selected, the modal changes, removing the trigger dropdown menu and offering a checkbox selection "Deferred". When the Deferred checkbox is selected, the user will have the ability to defer the corrective task, giving it a blue status in the system. Service Bulletin Both the Service Bulletin and Directive Task Types are subjective. You organization can define and utilize them at your own discretion. They were designed to offer an ability to categorize tasks, but do not differ in functionality than the default, Regular Task. Directive Regular Tasks, Service Bulletins and Directives offer an ability to customize the trigger behavior. Trigger behavior defines what is required to trigger a change in task status. The variety trigger behaviors utilized by KAStrack are explained in the table below. Trigger Behavior Option Explanation Table Trigger Explanation Hits When any Trigger is Met Allows any parameter, a calendar date or meter usage interval, to fulfill the requirement. Hits When All Triggers are Met Requires all parameters are met to fulfill the requirement (could be multiple calendar dates, multiple meter usage intervals, or some combination of the two). Follows Another Task's Schedule When selected, the parameter used to fulfill the requirement is based on when the original (followed) task’s trigger is altered. This trigger behavior attaches one task to another. Copy Another Task's Schedule When selected, the new/edited trigger will utilize another tasks schedule to define its own, simplifying the setup process. That two task are independent of each other once copied. Once a Task Type is selected and the trigger behavior is defined, the frequency of the trigger can be customized by selecting the plus sign icon to the right of the Trigger dropdown menu. Trigger frequency is based on a period designation and parameter definition (time or meter usage). There are a variety of Period options that can be utilized when customizing your task's trigger settings. Each are explained in the table below. A detailed explanation of how to complete the New or Edit Task Modal for each of the customizable Period / Parameter combinations has been included in the table also. Trigger Period Option Explanation Table Period Explanation Every When the trigger is set to "Every" the timer or meter will reset when the task is completed. How To: Customize Trigger Settings with an Every Period 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. Every (strict) When the trigger is set to "Every (Strict)" the timer or meter will reset on the specified schedule, regardless of the task completion date. If a previous task period was missed, the next upcoming task is the only one due. How To: Customize Trigger Settings with an Every (strict) Period 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 When a task uses 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. How To: Customize Trigger Settings with a Generate Every Period 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. One Time When a task has a One Time Period, the trigger does not reoccur. How To: Customize Trigger Settings with a One Time Period 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. Before Task A "Before Task" trigger requires this task to be completed before the task identified by a drop down menu. The task selected in the drop down menu will be locked out until this task is completed. How To: Customize Trigger Settings Based on Pre-Existing Tasks 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. On Expiry 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. How To: Customize Trigger Settings Based on an On Expiry Period 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. Assets: Module Pages Assets Home Page - The Upcoming Task Table The Home Page in the Assets Module is labeled with the header Your Upcoming Tasks and displays the user’s upcoming tasks or workorders for the day that are associated with the assets that individual has been assigned responsibility for. The Upcoming Task Table includes the asset/subcomponent title, asset serial number, upcoming tasks and their status. The Home Page has three buttons for Upcoming Task Management that are explained in the Assets Home Page Button Explanation Table below. The icons allow for page viewing customization. Assets Home Page Button Explanation Table Button Associated Action Update Meter Reading Clicking the Update Meter Reading button will open a modal that prompts you to select the asset the meter is associated with. The appropriate meter can then be selected from the Update Meter Reading Modal. How To: Update a Meter Reading 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. Complete Task Selecting the Complete Task button will open a modal that prompts you to select the asset the task is associated with. The completed task(s) can be selected via checkbox on the Complete Task Modal. How To: Log a Task has been Completed 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. Record Fault Selecting the Record Fault button will open a modal that prompts you to select the asset the fault is associated with. The fault can then be recorded through the Record Fault Modal. How To: Record a Fault 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. Selecting the plus sign icon expands the view of the Upcoming Task Table, showing tasks organized by sub-components and not just the parent asset. Selecting the minus sign icon collapses the View of the Upcoming Task Table, grouping all sub-component tasks together and listing them under the parent asset. Checkboxes allow you to include / exclude tasks that are deferred or have a warning status associated with them. The Assets/Task Status Color Legend and icons associated with the Upcoming Task Table are explained in the Upcoming Task Page Icon Explanation Table below. Upcoming Task Page Icon Explanation Table Icon Meaning The page icon indicates that there is a dialogue box with additional information regarding the task. When clicked, an Additional Information Sections with notes appears. The double page icon indicates that a document has been uploaded in the Assets Module for review. Files in the Asset Module are saved independently from the Documents Module. The task note icon opens a text box that allows a user to add notes without completing the task since the last completed maintenance. Any notes previously added interim notes for this task will show under the text box. The number within parenthesis indicates the number of comments that have been made since the last completed maintenance. The checkbox icon is a quick link that opens the Complete Task Modal that is used to mark a task as completed and up to date. How To: Log a Task has been Completed 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. A greet status icon in the Assets Module indicates that a task is current and up to date. A yellow status icon in the Assets Module is a warning that a deadline is upcoming. A red status icon in the Assets Module indicates that a task is past due. A blue status icon in the Assets Module indicates that a task has been deferred. A grey status icon in the Assets Module indicates that an asset or component is out of service. Any sub-component would also be archived. A white status icon in the Assets Module indicates that an asset or component is archived. Any sub-component would also be archived. A purple status icon in the Assets Module indicates that a before task linked to a deferred corrective action. A yellow triangle status icon in the Assets Module is a warning that a critical item has an upcoming deadline A red triangle status icon in the Assets Module indicates that a critical item is past due. Tasks are grouped together and displayed in the Upcoming Task table by asset, highlighting the tasks that are not current / up to date.   To the right of each asset title is a three-dot icon that opens a context menu with a list of options for quick task management. The Upcoming Task Table Context Menu Options are explained in the table below. My Upcoming Tasks Table Context Menu Option Explanations Option Explanation Complete Task Selecting “Complete Task” on the context menu opens the Complete Task Modal, allowing a user to record necessary details and mark the task as complete. How To: Log a Task has been Completed 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. Record Fault Selecting “Record Fault” on the context menu opens the Record Fault Modal, allowing a user to record any necessary details about a fault. How To: Record a Fault 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. Update Meter Reading Selecting “Update Meter Reading” on the context menu opens the Update Meter Reading Modal, allowing a user to record details regarding a meter reading. How To: Update a Meter Reading 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. View Selecting “View” from the context menu opens an Asset Summary Modal with a summary of the asset/component information. The read-only modal displays details, any associated meters, sub-components, assignments, and tasks associated with an asset. How To: View an Asset's Summary Modal 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. Run Report Selecting “Run Report” from the context menu open the Assets Report Modal, allowing the user to select between five customizable Asset Reports. How To: Run an Asset Report 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. Asset Report Type Explanation Table Report Type Assets Report Modal Image Description / Notes Asset Status Report Modal Options to include within the report include the following, which are selectable via checkbox: Include Subcomponents Include Green Tasks Include Out-of-Service Components Expand Permissive Groups Tasks Due in the Next Report Modal The “Tasks Due in the Next” Report allows the user to identify all upcoming tasks due over a customizable period of days / weeks / months / years. The report can be generated based on a period or usage. Tasks Due By Report Modal The “Tasks Due By” Report provides the same information, but allows the user to enter a specific calendar date. Both reports allow the user to include subcomponents if desired. The report can be generated on a period or usage. Task Summary Report Modal The Task Summary Report provides a summary of the status of all tasks. This report does not list all tasks associated with an asset. Tasks Completed Report Modal The Tasks Completed Report Modal shows all tasks completed in a 30/60/90-day window or a specified date range. Each Asset Report can be viewed as a report in KAStrack's Report Module, a PDF File, or an Excel Document. 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. History Selecting “History” from the context menu opens the Asset History Page with historical entries for the components/sub-components that were selected. The Asset History Page contains four historical logs - tasks completed, tasks deferred, as well meter and fault logs. How To: View an Asset's Historical Logs 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. Files Selecting “Files” from the context menu will open the Files Modal and display any files attached to the asset or component. Only users with appropriate permissions will be able to access files associated with an asset or task. How To: View a File Attached to a Task To view a file associated with a specific task, open the Task Schedule Page for the asset of interest. How To: View an Asset's Task Schedule 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. 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. Manage Components Selecting “Manage Components” from the context menu will open the Manage Asset Components Page where assets and their components can be managed. Only users with appropriate permissions will have access to this page. My Assets Page The My Assets Page in the Assets Module displays all assets and all sub-components that are assigned to the user in tabular format (whereas the Homepage only shows a user’s upcoming tasks). The My Assets Table displays a summary of the asset that includes the title, serial number, meters, tags, and task status. Specific color icons indicate task status in the status column. Clicking the blue question icon in the right-hand corner opens the Assets Module Status Legend. The yellow hazard icon that is displayed to the right of an asset/component title indicates that the asset has a critical item designation. This is a subjective designation in KAStrack to be used at the discretion of your company. Critical items are prioritized on shown first on the Asset Module Summary Widget visible on the Dashboard. A user can search for assets/components via the filter box at the top of the screen. Users can search by asset title or tags. The “Show out of service assets” checkbox in the filter box includes out of service assets and components in a search. My Assets Page Icon Explanation Table Icon Associated Action Selecting the plus sign icon expands the view of the Upcoming Task Table, showing tasks organized by sub-components and not just the parent asset. Selecting the minus sign icon collapses the View of the Upcoming Task Table, grouping all sub-component tasks together and listing them under the parent asset. When the eyeball icon is visible, it indicates that there is a meter associated with the asset/component. Selecting the eyeball icon opens a View Meter Modal that states any tasks associated with the meter. To the right of an asset or sub-component title in the My Assets table is a three-dot icon that opens to the My Assets Context Menu that when clicked, displayed options available for asset management. My Assets Context Menu Option Explanations Option Explanation Complete Task Selecting “Complete Task” on the context menu opens the Complete Task Modal, allowing a user to record necessary details and mark the task as complete. How To: Log a Task has been Completed 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. Record Fault Selecting “Record Fault” on the context menu opens the Record Fault Modal, allowing a user to record any necessary details about a fault. How To: Record a Fault 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. Update Meter Reading Selecting “Update Meter Reading” on the context menu opens the Update Meter Reading Modal, allowing a user to record details regarding a meter reading. How To: Update a Meter Reading 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. View Selecting “View” from the context menu opens an Asset Summary Modal with a summary of the asset/component information. The read-only modal displays details, any associated meters, sub-components, assignments, and tasks associated with an asset. How To: View an Asset's Summary Modal 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. Run Report Selecting “Run Report” from the context menu open the Assets Report Modal, allowing the user to select between five customizable Asset Reports. How To: Run an Asset Report 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. Asset Report Type Explanation Table Report Type Assets Report Modal Image Description / Notes Asset Status Report Modal Options to include within the report include the following, which are selectable via checkbox: Include Subcomponents Include Green Tasks Include Out-of-Service Components Expand Permissive Groups Tasks Due in the Next Report Modal The “Tasks Due in the Next” Report allows the user to identify all upcoming tasks due over a customizable period of days / weeks / months / years. The report can be generated based on a period or usage. Tasks Due By Report Modal The “Tasks Due By” Report provides the same information, but allows the user to enter a specific calendar date. Both reports allow the user to include subcomponents if desired. The report can be generated on a period or usage. Task Summary Report Modal The Task Summary Report provides a summary of the status of all tasks. This report does not list all tasks associated with an asset. Tasks Completed Report Modal The Tasks Completed Report Modal shows all tasks completed in a 30/60/90-day window or a specified date range. Each Asset Report can be viewed as a report in KAStrack's Report Module, a PDF File, or an Excel Document. 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. History Selecting “History” from the context menu opens the Asset History Page with historical entries for the components/sub-components that were selected. The Asset History Page contains four historical logs - tasks completed, tasks deferred, as well meter and fault logs. How To: View an Asset's Historical Logs 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. Files Selecting “Files” from the context menu will open the Files Modal and display any files attached to the asset or component. Only users with appropriate permissions will be able to access files associated with an asset or task. How To: View Files Associated with an Asset/Component 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. View Components Selecting "View Components" from the context menu will open the Asset Components Page. The context menu options for the Asset Components Page are limited in comparison to the Manage Asset Components Page but enables appropriate access to information for various module levels. How To: View an Asset's Components To view any components associated with a parent asset, go to the My Assets Page in the Assets Module on the Main Menu. Use the filters as needed to identify the assets whose components you wish to view. Click the three-dot icon to the right of the asset's title opening a context menu. Select "View Components" from the context menu opening the Asset Component Page. An expanded view of all asset components will now be visible in the Asset Component Table. Manage Components Selecting “Manage Components” from the context menu will open the Manage Asset Components Page where assets and their components can be managed. Only users with appropriate permissions will have access to this page. Manage Assets Page Selecting Manage Assets in the Assets Module from the Main Menu opens the Manage Assets Page. The Manage Assets Page in the Assets Module is where assets, components, and task schedules can be created and managed. The visibility of this page is determined by a user's access level. By default, only individuals with Admin Module Level permissions for the Assets Module will have the ability to manage all assets. The Manage Assets Table includes all the assets that have been created in your organization and displays the asset/component title, serial number, associated meters, tags, and the asset status. A filter box gives the ability to search by title or tag for active assets. Checkboxes allow for the inclusion of archived or out of service assets/components. Clicking the plus sign icon to the right of the Manage Assets header will open the New Asset Modal, used in the creation of new assets. The three-dot icon to the right of the Manage Assets Page header opens the Manage Assets context menu with options for asset management. The Manage Assets Page Context Menu options are explained in the table below. Manage Assets Page Context Menu Option Explanations Option Explanation Run Report Selecting “Run Report” from the context menu open the Assets Report Modal, allowing the user to select between five customizable Asset Reports. Reports can be run for an asset in its entirety, or for specific components. Reports can be viewed as a KAStrack Report, PDF, or Excel document. How To: Run an Asset Report 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. Asset Report Type Explanation Table Report Type Assets Report Modal Image Description / Notes Asset Status Report Modal Options to include within the report include the following, which are selectable via checkbox: Include Subcomponents Include Green Tasks Include Out-of-Service Components Expand Permissive Groups Tasks Due in the Next Report Modal The “Tasks Due in the Next” Report allows the user to identify all upcoming tasks due over a customizable period of days / weeks / months / years. The report can be generated based on a period or usage. Tasks Due By Report Modal The “Tasks Due By” Report provides the same information, but allows the user to enter a specific calendar date. Both reports allow the user to include subcomponents if desired. The report can be generated on a period or usage. Task Summary Report Modal The Task Summary Report provides a summary of the status of all tasks. This report does not list all tasks associated with an asset. Tasks Completed Report Modal The Tasks Completed Report Modal shows all tasks completed in a 30/60/90-day window or a specified date range. Each Asset Report can be viewed as a report in KAStrack's Report Module, a PDF File, or an Excel Document. 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. Create Asset Selecting "Create Asset" from the context menu opens the New Asset Modal which is used in the creation of a new asset. How To: Create a New Asset To create a new asset, open the Manage Assets Page in the Asset Module and click the plus sign (+) icon to open the New Asset modal. You can also access the New Asset Modal by clicking the three dot (…) icon and selecting “Create Asset” from the context menu. The New Asset Modal requires the entry of an Asset Title. Optional fields include an asset description, tags, manufacturer, model number, serial number, and critical spares. Select the "Critical Component" checkbox to designate this asset as a critical component. This term is subjective for your organization to define. Designating an asset as a critical component will result in a hazard symbol being used as a visual indicator. Critical items are prioritized and show separately on the Assets Module Summary. An entire asset is designated as a critical. All components and associated tasks will also have a critical component designation. KAStrack’s default setting prevents users with an expired certification role from performing tasks (such as completing tasks, recording faults, and updating meter readings. Select the “Allow users who are expired in assigned certification roles to perform tasks” checkbox to allow a user to perform tasks regardless of their assigned certification role status. The remaining three checkbox options all relate to asset status alert preferences. The “Send an alert when the asset changes from Past Due to OK” checkbox will send an alert via email to the assigned users when the task status changes from past due (red) to current/up to date (green). The “Send an alert when the asset changes to Warn” checkbox will send an alert via email to all users assigned to the asset when the task status changes from current/up to date (green) to warn (yellow). The “Send an alert when the asset changes to Past Due” checkbox will send an alert via email to all users assigned to the asset when the task status changes to past due (red). Asset Types are customizable to your company and are created on the Settings Page of the Asset Module.   Once an asset type has been created, y ou can select one from the dropdown menu in the New Asset Modal to enable additional filtering capabilities.   Asset Types allows your organization to add customizable fields unique to individual assets. How To: Create a New Asset Type To create a new asset type, open the Asset Types Tab on the Settings Page of the Assets Module. Selecting the “Add Asset Type” button opens the New Asset Type modal. Input the title of the New Asset Type and click “Save”. The newly created Asset Type will now show in the table on the Asset Type tab on the Settings page and is ready for you to add fields to. How To: Add Fields to an Asset Type In order to include unique, customized additional information regarding an Asset, you must first create an asset type and then add fields to it. This allows your organization to specify whatever information they choose to regarding their assets. How To: Create a New Asset Type {{@470}} To add additional fields to an asset type, go to the Asset Types Tab on the Settings Page of the Assets Module. Click the three-dot icon to the right of the Asset Type title to open the Asset Type Context Menu. Select "Fields" from the context menu opening the Asset Type Fields Page. Click the "Add Field" button opening the New Field Modal. Input a label for the field and select the field type from a dropdown menu. Options include: text field, number, password field, text box, date field, and checkbox. Validation uses standard JavaScript RegExp constructor for validating Field input values entered by end-users. Entering a RegExp validation string will check against the input value. Include a description of the field of validation (optional). Select “Save” and a popup confirms that the asset has been saved. The new field now shows on the Asset Type Field Page. Select the “Save” button at the bottom of the New Asset Modal to create the new asset or click “Cancel” to close the modal without saving and return to the Manage Assets Page. After an asset is created, it will appear in the Manage Asset Table where it can be managed. Export Assets Selecting “Export Assets” on the context menu allows the user to export all asset data to a .CSV file. All assets can be exported, or individual assets/components can be selected. How To: Export Asset Information 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. Helpful Hints for Bulk Importing Asset Information Field Comments / Notes Temp ID for Create New Modify Existing on Import Exist ID This is a unique ID generated by the system. If assets have already been created, download an export to identify the ExistID. Parent ID Input the ExistID generated by KAStrack for the parent asset/component. Export all assets to determine what the ExistID is for the parent assets. Title Input the asset title. Descriotion Input a description for the asset. Manufacturer Input the manufacturer of the asset. Leave blank if it does not apply. Model Number Input the asset’s model number. Leave blank if it does not apply. Serial Number Input the asset’s serial number. Leave blank if it does not apply. Critical Component If the asset has a critical component designation, input Y. If the asset does not have a critical component designation, input N. Critical Spares Tagging Expired Cert Roles Allowed To Leave the checkbox unchecked: [blank], 0, false, n, no To Select the checkbox: 1, true, y, yes Alert Past Due to OK Status To Leave the checkbox unchecked: [blank], 0, false, n, no To Select the checkbox: 1, true, y, yes Alert on Change to Warn Status To Leave the checkbox unchecked: [blank], 0, false, n, no To Select the checkbox: 1, true, y, yes Alert on Change to Past Due Status To Leave the checkbox unchecked: [blank], 0, false, n, no To Select the checkbox: 1, true, y, yes Asset Type When uploading mixed asset types, the last field of the CSV must be the asset type (or blank for no asset type). 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. Import Assets Selecting “Import Assets” from the context menu opens the Import Assets Modal, which allows asset details to be imported into KAStrack for efficiency. A template has been provided for ease in uploading data. Import Asset Information 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. Bulk Assign / Unassign Assets Selecting “Bulk Assign/Unassign Assets” from the context menu opens the Bulk Assign/Unassign Page. This allows an account administrator to assign assets in bulk to individual users or via certification roles. How To: Bulk Assign / Unassign Assets To bulk assign / unassign users to assets, open the Manage Asset Page in the Assets Module on the Main Menu. Click the three-dot icon to the right of the Manage Assets Page header opening the Manage Assets Page Context Menu. Select “Bulk Assign/Unassign Assets” from the context menu to open the Bulk Assign/Unassign Page. From the User/Certification Role dropdown menu, select the individual user or certification role that you wish assign/unassign assets to. The Bulk Assignment Table is now visible. Selecting the plus or minus sign icon to the left of the filter box will expand/collapse the assets and their components in the table. Selecting the plus or minus sign icon to the left of the asset title in the table will expand/collapse the specified asset. Selecting the checkbox assigns the asset to the user/certification role. Deselecting a checkbox unassigns the asset from the user/certification role. Changes are automatic on the Bulk Assign/Unassign Page and do not need to be saved to be reflected in the system. To the right of each asset/component title in the Manage Assets Table is a three-dot icon that, when clicked, opens the Asset Management Context Menu. The options on that context menu are explained in the table below. Asset Management Context Menu Option Explanations Option Explanation Complete Task Selecting “Complete Task” on the context menu opens the Complete Task Modal, allowing a user to record necessary details and mark the task as complete. How To: Log a Task has been Completed 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. Record Fault Selecting “Record Fault” on the context menu opens the Record Fault Modal, allowing a user to record any necessary details about a fault. How To: Record a Fault 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. Update Meter Reading Selecting “Update Meter Reading” on the context menu opens the Update Meter Reading Modal, allowing a user to record details regarding a meter reading. How To: Update a Meter Reading 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. Task Schedule Selecting "Task Schedule" on the context menu opens an asset's Task Schedule, where new tasks can be added and existing tasks can be managed. How To: View an Asset's Task Schedule 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. Run Report Selecting “Run Report” from the context menu open the Assets Report Modal, allowing the user to select between five customizable Asset Reports. How To: Run an Asset Report 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. Asset Report Type Explanation Table Report Type Assets Report Modal Image Description / Notes Asset Status Report Modal Options to include within the report include the following, which are selectable via checkbox: Include Subcomponents Include Green Tasks Include Out-of-Service Components Expand Permissive Groups Tasks Due in the Next Report Modal The “Tasks Due in the Next” Report allows the user to identify all upcoming tasks due over a customizable period of days / weeks / months / years. The report can be generated based on a period or usage. Tasks Due By Report Modal The “Tasks Due By” Report provides the same information, but allows the user to enter a specific calendar date. Both reports allow the user to include subcomponents if desired. The report can be generated on a period or usage. Task Summary Report Modal The Task Summary Report provides a summary of the status of all tasks. This report does not list all tasks associated with an asset. Tasks Completed Report Modal The Tasks Completed Report Modal shows all tasks completed in a 30/60/90-day window or a specified date range. Each Asset Report can be viewed as a report in KAStrack's Report Module, a PDF File, or an Excel Document. 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. History Selecting “History” from the context menu opens the Asset History Page with historical entries for the components/sub-components that were selected. The Asset History Page contains four historical logs - tasks completed, tasks deferred, as well meter and fault logs. How To: View an Asset's Historical Logs 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. Files Selecting “Files” from the context menu will open the Files Modal and display any files attached to the asset or component. Only users with appropriate permissions will be able to access files associated with an asset or task. How To: View Files Associated with an Asset/Component 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. Edit Selecting "Edit" on the context menu opens the Edit Asset Modal, which is used to alter asset details. How To: Edit an Asset 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. Manage Assignments Selecting "Manage Assignments" on the context menu opens the Asset Assignments Modal which allows individual users and certification roles to be assigned to an asset. How To: Assign / Unassign Users and Certification Roles to an Asset 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. Add Component Selecting "Add Component" on the context menu opens the New Component Modal, which allows new components to be added to an asset. How To: Add Components to a Parent Asset 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. How To: Create a New Asset To create a new asset, open the Manage Assets Page in the Asset Module and click the plus sign (+) icon to open the New Asset modal. You can also access the New Asset Modal by clicking the three dot (…) icon and selecting “Create Asset” from the context menu. The New Asset Modal requires the entry of an Asset Title. Optional fields include an asset description, tags, manufacturer, model number, serial number, and critical spares. Select the "Critical Component" checkbox to designate this asset as a critical component. This term is subjective for your organization to define. Designating an asset as a critical component will result in a hazard symbol being used as a visual indicator. Critical items are prioritized and show separately on the Assets Module Summary. An entire asset is designated as a critical. All components and associated tasks will also have a critical component designation. KAStrack’s default setting prevents users with an expired certification role from performing tasks (such as completing tasks, recording faults, and updating meter readings. Select the “Allow users who are expired in assigned certification roles to perform tasks” checkbox to allow a user to perform tasks regardless of their assigned certification role status. The remaining three checkbox options all relate to asset status alert preferences. The “Send an alert when the asset changes from Past Due to OK” checkbox will send an alert via email to the assigned users when the task status changes from past due (red) to current/up to date (green). The “Send an alert when the asset changes to Warn” checkbox will send an alert via email to all users assigned to the asset when the task status changes from current/up to date (green) to warn (yellow). The “Send an alert when the asset changes to Past Due” checkbox will send an alert via email to all users assigned to the asset when the task status changes to past due (red). Asset Types are customizable to your company and are created on the Settings Page of the Asset Module.   Once an asset type has been created, y ou can select one from the dropdown menu in the New Asset Modal to enable additional filtering capabilities.   Asset Types allows your organization to add customizable fields unique to individual assets. How To: Create a New Asset Type To create a new asset type, open the Asset Types Tab on the Settings Page of the Assets Module. Selecting the “Add Asset Type” button opens the New Asset Type modal. Input the title of the New Asset Type and click “Save”. The newly created Asset Type will now show in the table on the Asset Type tab on the Settings page and is ready for you to add fields to. How To: Add Fields to an Asset Type {{@496}} Select the “Save” button at the bottom of the New Asset Modal to create the new asset or click “Cancel” to close the modal without saving and return to the Manage Assets Page. After an asset is created, it will appear in the Manage Asset Table where it can be managed. 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. Manage Components Selecting “Manage Components” from the context menu will open the Manage Asset Components Page where assets and their components can be managed. Only users with appropriate permissions will have access to this page. Duplicate Selecting "Duplicate" on the context menu opens the Copy Asset Modal that allows you to rename the asset before copying. How To: Copy and Rename an Asset 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. Move Selecting "Move" on the context menu opens the Move Asset Modal, allowing you to move an asset/component under another asset/component. How To: Move an Asset/Component under Another Asset/Component 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. View Selecting “View” from the context menu opens an Asset Summary Modal with a summary of the asset/component information. The read-only modal displays details, any associated meters, sub-components, assignments, and tasks associated with an asset. How To: View an Asset's Summary Modal 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. PDF Sheet Selecting "PDF Sheet" on the context menu opens a PDF Copy of an Asset Data Sheet in a new widow. How To: Access and Asset's PDF Data Sheet 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. QR Code Selecting "QR Code" on the context menu opens the Asset QR Code modal, which displays the QR Code associated with the Asset that when scanned will link a user to asset details. How To: Access an Asset's QR Code 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. Manage Meters Selecting "Manage Meters" on the context menu opens the Asset Meter Modal which lists all meters associated with the asset and allows for new meters to be created. How To: Add a Meter to an Asset To add a meter to an asset, the Meter Type must already be created through the Assets Settings Page. How To: Create a Meter Type To create a new meter type, open the Meter Types Tab on the Settings Page of the Assets Module. Select “Add Meter” opening the New Meter Type Modal. This opens the New Meter Type modal. Input the desired meter type title and description. Include the units associated with this meter type. Meter units should always be entered in plural form. Input an integer to determine the number of place values after the decimals you would like recorder. Input 0 if you do not want to see any values after the decimal. The Input Option dropdown menu has three options: Actual, Elapsed, Both. If you select both, a user can input the actual reading and elapsed value will be calculated. A user can also input the elapsed reading and the actual will be calculated. Select the “Save” button and the New Meter Type will be created and now shows on the Meters Tab on the Settings Page of the Assets Module. 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. Cost / Time Summary Selecting "Cost / Time Summary" on the context menu opens the Cost and Time Summary Modal. How To: View an Asset's Cost / Time Summary 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. Archive Selecting "Archive" on the context menu opens the Archive Confirmation Modal which states, "Are you sure you want to archive this asset? This will also archive any components."  How To: Archive an Asset or Component 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. Assets Files Page Files in the Asset module are not automatically included the Documents Module, although they can be manually added to both. Selecting the Files Page in the Assets Module from the Main Menu opens the File Library page. Any files uploaded in conjunction with the Asset Module are stored in the File Library Table. Users can query for specific files via the search box located above the table. Selecting clear will remove the filter applied by a user’s search. The File Library table lists uploaded files and their version number, allowing revisions to be tracked. Clicking the three dot (…) icon to the right of the file title opens the Files Context Menu whose options are explained in the table below. Asset Files Context Menu Option Explanation Table Option Explanation View Selecting "View"on the Files Context Menu opens the read-only View File Modal which states the file title, version number, and file description. Any references to the file are stated on the modal. Download Selecting "Download" on the Files Context Menu will automatically download the selected file to your personal device. How To: Download a File from the File Library To download a file from the Asset Module File Library, select the Files Page in the Assets Module on the Main Menu. Click the three-dot icon to the right of the file you wish to download in the File Library Table to open the Files Context Menu. Select "Download" from the context menu and the file will automatically be downloaded to your personal device. Edit Selecting "Edit" on the Files Context Menu opens the Edit File Modal, where the version number, file title, and file description can be edited. How To: Edit a File's Details in the File Library To edit the details associated with a file in the Asset Module File Library, select the Files Page in the Assets Module on the Main Menu. Click the three-dot icon to the right of the file you wish to edit the File Library Table to open the Files Context Menu. Select "Edit" from the context menu opening the Edit File Modal. Changes to the file version number, title, and description can be made directly in the modal. Select the "Save" button and a popup confirms that the file edits have been saved. The changes are reflected on the File Library Table. Delete Selecting "Delete" on the Files Context Menu opens the Delete File Confirmation modal which states, "Please confirm that you wish to delete this file." How To: Delete a File in the File Library To delete a file from the Asset Module's File Library, select the Files Page in the Assets Module on the Main Menu. Click the three-dot icon to the right of the file you wish to delete from the File Library Table to open the Files Context Menu. Select "Delete" from the context menu opening a Delete File Confirmation Modal which states, "Please confirm that you wish to delete this file." Click the "Confirm" button and a pop up will confirm that the file has been deleted. A file cannot be deleted unless it is not referenced by anything. Assets Reports Page KAStrack’s Asset Module was developed before the Reports Module. This is now a legacy page. It is recommended that you use the Reports Module to create customizable reports. The Reports page still allows a user to view or export an All Asset Detail Report summarized by Asset Type. If your company uses BowTieXP, you can export information from the Reports Page in the Assets Module to create a systems import for Bowtie XP. How To: Run an Asset Report 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. Asset Report Type Explanation Table Report Type Assets Report Modal Image Description / Notes Asset Status Report Modal Options to include within the report include the following, which are selectable via checkbox: Include Subcomponents Include Green Tasks Include Out-of-Service Components Expand Permissive Groups Tasks Due in the Next Report Modal The “Tasks Due in the Next” Report allows the user to identify all upcoming tasks due over a customizable period of days / weeks / months / years. The report can be generated based on a period or usage. Tasks Due By Report Modal The “Tasks Due By” Report provides the same information, but allows the user to enter a specific calendar date. Both reports allow the user to include subcomponents if desired. The report can be generated on a period or usage. Task Summary Report Modal The Task Summary Report provides a summary of the status of all tasks. This report does not list all tasks associated with an asset. Tasks Completed Report Modal The Tasks Completed Report Modal shows all tasks completed in a 30/60/90-day window or a specified date range. Each Asset Report can be viewed as a report in KAStrack's Report Module, a PDF File, or an Excel Document. 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. Assets Settings Page: Asset Types Tab Creating Asset Types allows a user to organize and group assets. Asset Types allows a user to include additional information through the use of fields that can be used as a filter value if needed. Asset Types are listed in table format on the Asset Types Tab of the Assets Module Settings Page. Selecting the “Add Asset Type” button opens the New Asset Type modal. How To: Create a New Asset Type To create a new asset type, open the Asset Types Tab on the Settings Page of the Assets Module. Selecting the “Add Asset Type” button opens the New Asset Type modal. Input the title of the New Asset Type and click “Save”. The newly created Asset Type will now show in the table on the Asset Type tab on the Settings page and is ready for you to add fields to. How To: Add Fields to an Asset Type In order to include unique, customized additional information regarding an Asset, you must first create an asset type and then add fields to it. This allows your organization to specify whatever information they choose to regarding their assets. How To: Create a New Asset Type To create a new asset type, open the Asset Types Tab on the Settings Page of the Assets Module. Selecting the “Add Asset Type” button opens the New Asset Type modal. Input the title of the New Asset Type and click “Save”. The newly created Asset Type will now show in the table on the Asset Type tab on the Settings page and is ready for you to add fields to. How To: Add Fields to an Asset Type {{@496}} To add additional fields to an asset type, go to the Asset Types Tab on the Settings Page of the Assets Module. Click the three-dot icon to the right of the Asset Type title to open the Asset Type Context Menu. Select "Fields" from the context menu opening the Asset Type Fields Page. Click the "Add Field" button opening the New Field Modal. Input a label for the field and select the field type from a dropdown menu. Options include: text field, number, password field, text box, date field, and checkbox. Validation uses standard JavaScript RegExp constructor for validating Field input values entered by end-users. Entering a RegExp validation string will check against the input value. Include a description of the field of validation (optional). Select “Save” and a popup confirms that the asset has been saved. The new field now shows on the Asset Type Field Page. Newly created Asset Type will show in the table on the Asset Type tab on the Settings page. Selecting the three dot (…) icon to the right of the Asset Title opens the asset type context menu with options for Asset Type Management that are explained in the table below. View, Fields, Edit, or Delete. Asset Type Context Menu Option Explanation Table Option Explanation View Selecting "View" from the asset type context menu opens the View Asset Type Modal which displays the title of the asset type and lists any fields associated with it. Fields Selecting "Fields" from the asset type context menu opens the asset type fields page where asset type fields can be added and managed. How To: Add Fields to an Asset Type In order to include unique, customized additional information regarding an Asset, you must first create an asset type and then add fields to it. This allows your organization to specify whatever information they choose to regarding their assets. How To: Create a New Asset Type To create a new asset type, open the Asset Types Tab on the Settings Page of the Assets Module. Selecting the “Add Asset Type” button opens the New Asset Type modal. Input the title of the New Asset Type and click “Save”. The newly created Asset Type will now show in the table on the Asset Type tab on the Settings page and is ready for you to add fields to. How To: Add Fields to an Asset Type In order to include unique, customized additional information regarding an Asset, you must first create an asset type and then add fields to it. This allows your organization to specify whatever information they choose to regarding their assets. How To: Create a New Asset Type {{@470}} To add additional fields to an asset type, go to the Asset Types Tab on the Settings Page of the Assets Module. Click the three-dot icon to the right of the Asset Type title to open the Asset Type Context Menu. Select "Fields" from the context menu opening the Asset Type Fields Page. Click the "Add Field" button opening the New Field Modal. Input a label for the field and select the field type from a dropdown menu. Options include: text field, number, password field, text box, date field, and checkbox. Validation uses standard JavaScript RegExp constructor for validating Field input values entered by end-users. Entering a RegExp validation string will check against the input value. Include a description of the field of validation (optional). Select “Save” and a popup confirms that the asset has been saved. The new field now shows on the Asset Type Field Page. To add additional fields to an asset type, go to the Asset Types Tab on the Settings Page of the Assets Module. Click the three-dot icon to the right of the Asset Type title to open the Asset Type Context Menu. Select "Fields" from the context menu opening the Asset Type Fields Page. Click the "Add Field" button opening the New Field Modal. Input a label for the field and select the field type from a dropdown menu. Options include: text field, number, password field, text box, date field, and checkbox. Validation uses standard JavaScript RegExp constructor for validating Field input values entered by end-users. Entering a RegExp validation string will check against the input value. Include a description of the field of validation (optional). Select “Save” and a popup confirms that the asset has been saved. The new field now shows on the Asset Type Field Page. How To: Edit Asset Type Fields To edit a field associated with an asset type, go to the Asset Types Tab on the Settings Page of the Assets Module. Select the three-dot icon to the right of the asset type whose field you wish to edit opening the Asset Types Context Menu. Select "Fields" from the context menu opening the Asset Type Field Table. Click on the three-dot icon to the right of the field you wish to edit opening the Asset Type Fields Context Menu. Select "Edit" opening the Edit Field Modal. This modal will vary based on the field type associated with the field. Make the desired changes to the field and select the "Save" button. A pop up confirms that the Asset Type Field has been changed, and the edits are reflected on the Asset Type Fields Table. Edit Selecting "Edit" from the asset type context menu opens the Edit Asset Type Modal where the title of the asset type can be altered. How To: Change an Asset Type Name To change an Asset Type name, go to the Asset Type Tab on the Settings Page of the Assets Module. Click the three-dot icon to the right of the Asset Type whose name you wish to change, opening the Asset Type Context Menu. Select "Edit" opening the Edit Asset Type Modal. Edit the Asset Type name as desired and select the "Save" button. A pop up confirms that they asset type has been edited, and the changes in the title are now reflected on the Asset Type Table. Delete Selecting "Delete" from the asset type context menu opens the Delete Asset Type Confirmation Modal which states the number of assets impacted by the deletion. How To: Delete an Asset Type To delete an asset type, go to the Asset Type Tab on the Settings Page of the Assets Module. Click the three-dot icon to the right of the asset type you wish to delete, opening the Asset Type Context Menu. Select "Delete" opening the Delete Asset Type Confirmation Modal which states, "Are you sure you want to delete this asset type?" Click the "Delete" button and a pop up will confirm that the asset type has been deleted. The deleted asset type no longer shows in the Asset Type Table. Once an Asset Type has been created, fields can be added to it. Selecting Fields from the Asset Type Context Menu opens the Asset Type Fields Page where new fields can be added and existing fields are managed. Asset Type Fields Table Context Menu Option Explanation Table Option Explanation View Selecting "View" from the asset type fields context menu opens the View Asset Type Fields Modal which displays the existing Asset Type Fields and information associated with it. How To: View the Fields Associated with an Asset Type To view the information associated with an asset type, go to the Asset Types Tab on the Settings Page of the Assets Module. Click the three-dot icon to the right of the asset type whose details you wish to view opening the Asset Type Context Menu. Select "View" opening the View Asset Type Modal, stating the title of the Asset Type and the fields that are associated with it. The View Asset Type Modal is read-only. Select the "Close" button and return to the Asset Types Tab. Edit Selecting "Edit" from the asset type fields context menu opens the Edit Asset Type Field Modal where the field details can be altered. How To: Edit an Asset Type Field To edit a field associated with an asset type, go to the Asset Types Tab on the Settings Page of the Assets Module. Select the three-dot icon to the right of the asset type whose field you wish to edit opening the Asset Types Context Menu. Select "Fields" from the context menu opening the Asset Type Field Table. Click on the three-dot icon to the right of the field you wish to edit opening the Asset Type Fields Context Menu. Select "Edit" opening the Edit Field Modal. This modal will vary based on the field type associated with the field. Make the desired changes to the field and select the "Save" button. A pop up confirms that the Asset Type Field has been changed, and the edits are reflected on the Asset Type Fields Table. Delete Selecting "Delete" from the asset type fields context menu opens the Delete Asset Type Field Confirmation Modal which states the number of assets impacted by the deletion. The modal will state the number of forms references that must first be removed if necessary for deletion. How To: Delete an Asset Type Field To delete an asset type field, go to the Asset Types Tab on the Settings Page of the Assets Module. Click the three-dot icon to the right of the asset type that contains the asset type field you wish to delete opening the Asset Type Context Menu. Select "Fields" from the context menu opening the Asset Type Fields Table. Click the three-dot icon to the right of the Field Label opening the Asset Type Fields Context Menu. Select "Delete" from the context menu opening the Delete Asset Type Field Confirmation modal. Select "Delete" and the field is removed from the Asset Type Fields Table. Assets Settings Page: Task Template Tab A Task Template is a user generated tool used to aid bulk task schedule creation. Task templates are created from the task schedule of a pre-existing asset. The Task Template Tab on the Settings Page shows all existing templates in tabular format. A user can search for different task templates through the filter. New task templates are created through the Add Task Template button on this tab. How To: Create a New Task Schedule Template 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. Existing task templates are shown by title in the Task Template Table on this tab. Selecting the three-got icon to the right of the Task Template title will open the Task Template Context Menu which displays options Task Template Context Menu Option Explanation Table Option Explanation View Select “View” from the context menu to open the View Modal that shows the title of the Task Template. Meters Select “Meters” from the context menu to open the Meters for (Name of Task Template) modal. The modal provides a list of all meters associated with the Task Template and includes an “Add Meter” button that allows the user to add additional meters to the Task Template. How To: Add Meters to a Task Template To add a meter to a task template, go the the Task Template Tab on the Settings Page of the Assets Module. Select the three-dot icon to the right of the task template you wish to add a meter to, opening the task template context menu. Select "Meters". This opens the Meters for Task Templates Modal. Select the "Add Meter" button, opening the Add Meter Modal. Specify the Meter Type and input a title and any relevant notes regarding the new meter for the task template. The fields visible on the Add Meter Modal will vary based on the meter type selected. Select "Save" and the new meter will show on Meter Modal for the task template. Edit Select “Edit” from the to open the Edit Task Template modal, which allows the user to change the task template name. How To: Change a Task Template Name To change a task template name, go to the Task Template Tab on the Settings Page of the Assets Module. Click the three-dot icon to the right of the Task Template whose title you wish to change and select "Edit" from the Task Template Context Menu. This opens the Edit Task Template Modal, where the name can be altered. Make the desired changes and select the "Save" button. A pop up confirms that the template has been edited, and the change is reflected on the Task Template Table. Copy Select “Copy” from the context menu to open the Copy (Name of Task Template) Modal in order to make a copy of the task template from a pre-existing task template. How To: Copy and Rename a Task Template To copy and rename a task template, go to the Task Template Tab on the Settings Page of the Assets Module. Select the three-dot icon to the right of the task template you wish to copy opening the Task Template Context Menu and select "Copy". This opens the Copy Task Template Modal, where a title for the newly copied task template can be altered. Select the "Copy" button and pop up confirms that the task template was copied. The new Task Template is now visible in the Task Template Table. Tasks Select “Tasks” from the context menu to open the Task Schedule for the Task Template Page. Additional tasks and permissive groups can be added to the task template here. How To: Add Tasks to a Task Template To add tasks to a task template, go to the Task Template Tab on the Settings Page of the Assets Module. Select the three-dot icon to the right of the task template you wish to add a task to opening the Task Template Context Menu. Select "Tasks". This opens the Task Template Task Schedule. Select the "Add Task" button beneath the page header. This opens the New Task Modal. Input the information for the New Task and select the "Save" button. For a detailed explanation on creating new tasks, refer to the How To Add a Task to an Asset. How To: Create a New Task on the Task Schedule There are three tables in the People Module than can be customized for your organization's specific needs. The Users Table (on the Users Page of the People Module), the Users Assigned to a Role Table (on the Assigned Users Tab of a certification role's Details Page), and the Users Associated with a Certification Table (on the Associated Users Tab of a certification's Details Page) are all customizable. How To: Edit the People Module Users Table To edit the Users Table in the People Module, go to the Table Defaults Tab in the Site Settings Module. Select “People: Users” from the dropdown menu. Select the “Edit Columns” button, opening the Choose Columns Modal. The default column choices include users, certifications, reports, username, email, first name, last name, employee ID, phone, Address 1, and Address 2. Customizable account information fields can be created on the Account Fields Tab of the Site Settings Module. How To: Add a Custom/Additional User Account Information Field {{@856}} The bars icon allows the columns to be positioned in the order of your choosing. Click “Cancel” to return to the Table Defaults Tab without making any changes. Select the “Save” button to make the desired changes and return to the Table Defaults Tab. A preview of the first five rows of the table is shown. Select the “View Live Table” button to be directed to the live table in the People Module. How To: Edit the People Module Users Assigned to a Role Table To edit the Users Assigned to a Role Table in the People Module, go to the Table Defaults Tab in the Site Settings Module. Select “People: Users Assigned to a Role” from the dropdown menu. Select the “Edit Columns” button, opening the Choose Columns Modal. The default column choices include name, username, email, first name, last name, employee ID, phone, Address 1, and Address 2. Customizable account information fields can be created on the Account Fields Tab of the Site Settings Module. How To: Add a Custom/Additional User Account Information Field {{@856}} The bars icon allows the columns to be positioned in the order of your choosing. Click “Cancel” to return to the Table Defaults Tab without making any changes. Select the “Save” button to make the desired changes and return to the Table Defaults Tab. A preview of the first five rows of the table is shown. Select the “View Live Table” button to be directed to the live table in the People Module. How To: Edit the People Module Users Associated with a Certification Table To edit the Users Associated with a Certification Table in the People Module, go to the Table Defaults Tab in the Site Settings Module. Select “People: Users Associated with a Certification” from the dropdown menu. Select the “Edit Columns” button, opening the Choose Columns Modal. The default column choices include: name, username, certification expiration date, attachment(s), time until expiration, required, other required certification, email, first name, last name, employee ID, phone, Address 1, and Address 2. Customizable account information fields can be created on the Account Fields Tab of the Site Settings Module. How To: Add a Custom/Additional User Account Information Field {{@856}} The bars icon allows the columns to be positioned in the order of your choosing. Click “Cancel” to return to the Table Defaults Tab without making any changes. Select the “Save” button to make the desired changes and return to the Table Defaults Tab. A preview of the first five rows of the table is shown. Select the “View Live Table” button to be directed to the live table in the People Module. Customizable user account information fields can be created and utilized in the tables as needed. How To: Add a Custom / Additional User Account Information Field To add a user account information field, open the Account Fields Tab in the Site Settings Module from the Main Menu. Click the "Add a Field" clickable link above the Custom / Additional User Account Information Fields opening the Add Field Modal. Input the label for the field. Select the field type (text or email) from the dropdown menu. Selecting the checkbox enables customization to "Allow multiple values," make the field "Required," or make it a "Sensitive Field." Designating the field as a "Sensitive Field" allows an extra step in form security when integrating these fields within the Form module. The Form Designer must explicitly choose when they wish to use a sensitive field. The Permissions Table determines who can view / edit their own and other user's fields. Selecting the checkbox gives the individual the specified permission. Deselecting the checkbox removed the permission. Select the "Save" button and the custom field now shows in the table. Use the Drag Me icon to drag and drop the field into your desired position of choice. A pop up confirms that the task has been saved. The new task now shows on the task schedule for the task template. Delete Select “Delete” from the context menu to open the Task Template Deletion Confirmation modal. Select “Confirm” to delete the task template. How To: Delete a Task Template To delete a task template, go to the Task Template Tab on the Settings Page of the Assets Module. Select the three-dot icon to the right of the Task Template you wish to delete, opening the Task Template Context Menu. Select "Delete". This opens the Deletion Confirmation Modal which states, "Please confirm that you wish to delete this task template." Select the "Confirm" button and a pop up confirms that the task template has been deleted. The deleted Task Template no longer shows on the Task Template Table. The Task Schedule for a Task Template Page The Task Schedule for a Task Template Page is where the task template's tasks and permissive groups can be customized. Assets Settings Page: Meter Types Tab Various types of meters can be created and managed from the Meter Type Tab on the Settings Page of the Assets Module. The table shows types of meters, not a list of individual meters. New meter types will be listed in table format on the Meter Type Tab with the meter data fields as column headers. Selecting the green “Add Meter Type" button will open the New Meter Type Modal, from which a new meter can be named and parameters designated. The dropdown list of log input options includes “actual,” “elapsed” or “both” to allow one to select an applicable data metric to track the new meter. Selecting the three-dot icon to the right of a Meter Type title will open the Meter Type Context Menu. The options available to manage the Meter Type are explained in the table below. Meter Type Context Menu Option Explanations Table Option Explanation View Selecting "View" from the context menu will open the View Meter Type Modal which lists all key information regarding the specified meter type. How To: View a Meter Type's Key Information To view the key information about a specific meter type, go to the Meter Types Tab on the Settings Page of the Assets Module. Select the three-dot icon to the right of the meter type ID opening the Meter Type Context Menu. Select "View" from the context menu opening the View Meter Type Modal which states all information regarding the specific meter type. The View Meter Type Modal is read-only. Select the "Close" button and return to the Meter Types Tab on the Settings Page. Edit Selecting “Edit” from the context menu will open the Edit Meter Type Modal where the meter fields can be altered. How To: Edit a Meter Type To edit a meter type, go to the Meter Types Tab on the Settings Page of the Assets Module. Select the three-dot icon to the right of the meter type ID you wish to edit opening the Meter Type Context Menu. Select "Edit" from the context menu opening the "Edit Meter Type" modal. Make any desired changes and select the "Save" button. A pop up confirms that the changes to the meter type were saved. Delete Selecting Delete from the Meter Type Context menu will open a deletion confirmation modal that states, "Please confirm you wish to delete this meter type." How To: Delete a Meter Type To delete a meter type, go to the Meter Types Tab on the Settings Page of the Assets Module. Click the three-dot icon to the right of the meter type ID that you wish to delete opening the Meter Types Context Menu. Select "Delete" from the context menu opening the Delete Meter Type Confirmation Modal which states, "Please confirm you wish to delete this meter type." Select the "Confirm" button. A pop up confirms the Meter Type has been deleted and is removed from the Meter Type Table. Assets Settings Page: Manufacturers Tab The Manufacturers Tab on the Settings Page of the Assets Module allows the user to add new manufacturers, search through existing manufacturers and manage them from this page. Selecting the green “Add Manufacturer” button will open a modal that will allow the user to add a new manufacturer who will be added to the table on the Manufacturer tab. How To: Add a New Manufacturer To add a new manufacturer, open the Manufacturer Tabs on the Settings Page in the Assets Module from the Main Menu. Select the Add Manufacturer button opening the New Manufacturer Modal. Input the name of the new manufacturer and click the "Save" button. The new manufacturer will now show in the Manufacturer Table. The “Clean Manufacturers” allows the user to remove any manufacturers with no asset associated and to merge any duplicate manufacturers listed. KAStrack is programmed to require a backup of data prior to cleaning the manufacturers, so if this button is selected and a backup has not yet been completed, a prompt will appear to remind the user to first save the data and then return to this page. Selecting the three-dot icon located to the right of the manufacturer in the Manufacturer Title table allows you to Manage the specific Manufacturer information. Manufacturer Context Menu Option Explanations Table Option Explanation View Selecting "View" from the context menu will open the Manufacturer Modal which lists assets, task templates, and files associated with the specified manufacturer. How To: View a Manufacturer's Key Information To view the relevant information associated with a manufacturer, go to the Manufacturers Tab on the Settings Page of the Assets Module. Click the three-dot icon to the right of the manufacturer whose key information you wish to view. This opens the Manufacturers Context Menu. Select "View" from the context menu opening the Manufacturer Modal. Any assets, task templates, or files associated with the manufacturer will show on this modal. The Manufacturer Modal is read-only. Select "Close" to return to the Manufacturers Tab on the Settings Page. Edit Selecting “Edit” from the context menu will open the Edit Manufacturer Modal where the manufacturer name can be altered. How To: Change a Manufacturer's Name To edit the name of a manufacturer, go to the Manufacturers Tab on the Settings Page of the Assets Module. Select the three-dot icon to the right of the manufacturer whose name you wish to change. Select "Edit" from the Manufacturers Context Menu opening the Edit Manufacturer Modal. Make the necessary changes and select the "Save" button. A pop up confirms that the edits to the Manufacturer have been saved, and the changes are now reflected in the Manufacturers Table. Delete Selecting Delete from the context menu will open a deletion confirmation modal that states, "Please confirm you wish to delete this manufacturer." How To: Delete a Manufacturer To delete a manufacturer, go to the Manufacturers Tab on the Settings Page of the Assets Module and click the three-dot icon to the right of the manufacturer you wish to delete opening the Manufacturers Context Menu. Select "Delete" from the context menu opening the Delete Manufacturer Confirmation Modal which states, "Please confirm that you wish to delete this manufacturer." Select the "Confirm" button and a pop up confirms the manufacturer has been deleted. The deleted Manufacturer has been removed from the Manufacturer Table. Assets Settings Page: Module Level Tab The Module Levels Tab of Settings Page can be accessed from the Main Menu. The system default module levels for the module are visible in the Module Levels Table. New module levels with customizable permissions can be created and managed on this tab. There are four system default module levels associated with Tags Module. An explanation of the permissions associated with each default module level are shown in the Assets Module Level Permissions Table below. System default module levels cannot be customized. Assets Module Level Permissions Table Module Level Permissions Admin clean manufacturers, manage all assets, edit/delete/download files, log file uploads/faults/maintenance/modifications, log/view assets, pull reports, delete/modify log entries, add/delete/edit/assign/maintenance assets, add/delete meters and meter readings, view/edit/delete maintenance templates, maintenance comments, bulk editing permission Maintainer upload files, log fault, log maintenance, add meter data, view/log assets Manager delete/edit library files, delete/download files, upload files, log faults, log maintenance, add meter data, log/view assets, view reports, add maintenance comments, add/delete/edit/assign/copy assets, add/delete meters, edit/delete meter components, bulk editing permission Observer Download files, view/log assets, view reports New Module Levels can be created in order to customize module level permissions. An explanation of the icons associated with customized module levels have been provided in the table below. Module Level Customization Icons Icon Explanation The eyeball icon allows you to view users assigned to the module level as well as the permissions assigned to them. The bulleted list icon allows you to assign permissions to customized module levels. The pencil icon opens the Edit Module Level Modal. The trashcan icon opens the Delete Module Level Confirmation Modal. How To: Create a New Module Level (Assets Module) To create a new module level with customizable permissions in the Assets Module, go to the Module Level Tab on the Settings Page of the Assets Module. Select the “Add Module Level” button opening the New Module Level Modal. Selecting “New Module Level” on the Manage Module Levels page opens the New Module Level modal. Input the name of the customized model level. Any users with the selected certification roles will automatically get the permissions for this Assets module level. You have the option to assign the people associated with specific roles to the new module level and add any notes. Select “Save.” Module levels will be listed alphabetically. Users must select which permissions are allowed for a customized module level. Select the bullet list icon in the Actions Column of the new Module Level opening the Module Level Permissions Modal. Click the checkboxes to assign permissions to the new Module Level. Select “Save” and the permissions have been assigned to the Module Level. Access levels for all modules can also be managed in the Site Settings Module under Access Levels. Assets: Supplemental Resources Assets Email Alert Summary Users can enable and set their own notifications preferences for system emails on the Notifications Tab of the My Accounts Page in the Accounts Module. How To: Edit Email Report/Alert Notification Settings for Existing Accounts To edit email report / alert settings for existing accounts, go to the Account Settings Tab on the Settings Page of the Communications Module. Select the users whose email report/ alerts notification settings you wish to edit. The Search textbox simplifies the search for specific users. The dropdown menu allows you to select between users’ current statuses for Reports/Alerts receipt. If you wish to edit all user accounts with the same new settings, select the checkbox in the title row of the table to select all users in the table. Selecting a user in one table automatically selects them in the other. Select the “Edit Selected” button, opening the Update Account Settings Modal. Make the desired changes for both email reports/alerts that you would like to apply to the pre-selected users. Select “Save” for the notification preferences to be altered. Click “Cancel” to return to the Account Settings Tab on the Settings Page with any user accounts being impacted. Assets Module Email Alerts Summary Table Email Alert Digestible Asset Assigned Can be sent via digest Fault Logged Can be sent via digest Asset Deferred Can be sent via digest Asset Out of Service Can be sent via digest Asset Return to Service Can be sent via digest Asset Status Changed to OK from Past due Can be sent via digest Asset Task Status Changed Can be sent via digest Administrators can update the system default settings (including whether they are sent in real-time or digestible) for alert emails on the Settings Page of the Communications Module. Complete List of Assets Module How Tos How To: Access an Asset's PDF Data Sheet 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. How To: Access an Asset's QR Code 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. How To: Add a Meter to an Asset To add a meter to an asset, the Meter Type must already be created through the Assets Settings Page. How To: Create a Meter Type To create a new meter type, open the Meter Types Tab on the Settings Page of the Assets Module. Select “Add Meter” opening the New Meter Type Modal. This opens the New Meter Type modal. Input the desired meter type title and description. Include the units associated with this meter type. Meter units should always be entered in plural form. Input an integer to determine the number of place values after the decimals you would like recorder. Input 0 if you do not want to see any values after the decimal. The Input Option dropdown menu has three options: Actual, Elapsed, Both. If you select both, a user can input the actual reading and elapsed value will be calculated. A user can also input the elapsed reading and the actual will be calculated. Select the “Save” button and the New Meter Type will be created and now shows on the Meters Tab on the Settings Page of the Assets Module. 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. How To: Add a New Manufacturer To add a new manufacturer, open the Manufacturer Tabs on the Settings Page in the Assets Module from the Main Menu. Select the Add Manufacturer button opening the New Manufacturer Modal. Input the name of the new manufacturer and click the "Save" button. The new manufacturer will now show in the Manufacturer Table. How To: Add Components to a Parent Asset 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. How To: Create a New Asset To create a new asset, open the Manage Assets Page in the Asset Module and click the plus sign (+) icon to open the New Asset modal. You can also access the New Asset Modal by clicking the three dot (…) icon and selecting “Create Asset” from the context menu. The New Asset Modal requires the entry of an Asset Title. Optional fields include an asset description, tags, manufacturer, model number, serial number, and critical spares. Select the "Critical Component" checkbox to designate this asset as a critical component. This term is subjective for your organization to define. Designating an asset as a critical component will result in a hazard symbol being used as a visual indicator. Critical items are prioritized and show separately on the Assets Module Summary. An entire asset is designated as a critical. All components and associated tasks will also have a critical component designation. KAStrack’s default setting prevents users with an expired certification role from performing tasks (such as completing tasks, recording faults, and updating meter readings. Select the “Allow users who are expired in assigned certification roles to perform tasks” checkbox to allow a user to perform tasks regardless of their assigned certification role status. The remaining three checkbox options all relate to asset status alert preferences. The “Send an alert when the asset changes from Past Due to OK” checkbox will send an alert via email to the assigned users when the task status changes from past due (red) to current/up to date (green). The “Send an alert when the asset changes to Warn” checkbox will send an alert via email to all users assigned to the asset when the task status changes from current/up to date (green) to warn (yellow). The “Send an alert when the asset changes to Past Due” checkbox will send an alert via email to all users assigned to the asset when the task status changes to past due (red). Asset Types are customizable to your company and are created on the Settings Page of the Asset Module.   Once an asset type has been created, y ou can select one from the dropdown menu in the New Asset Modal to enable additional filtering capabilities.   Asset Types allows your organization to add customizable fields unique to individual assets. How To: Create a New Asset Type {{@470}} Select the “Save” button at the bottom of the New Asset Modal to create the new asset or click “Cancel” to close the modal without saving and return to the Manage Assets Page. After an asset is created, it will appear in the Manage Asset Table where it can be managed. 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. How To: Add Fields to an Asset Type In order to include unique, customized additional information regarding an Asset, you must first create an asset type and then add fields to it. This allows your organization to specify whatever information they choose to regarding their assets. How To: Create a New Asset Type To create a new asset type, open the Asset Types Tab on the Settings Page of the Assets Module. Selecting the “Add Asset Type” button opens the New Asset Type modal. Input the title of the New Asset Type and click “Save”. The newly created Asset Type will now show in the table on the Asset Type tab on the Settings page and is ready for you to add fields to. How To: Add Fields to an Asset Type {{@496}} To add additional fields to an asset type, go to the Asset Types Tab on the Settings Page of the Assets Module. Click the three-dot icon to the right of the Asset Type title to open the Asset Type Context Menu. Select "Fields" from the context menu opening the Asset Type Fields Page. Click the "Add Field" button opening the New Field Modal. Input a label for the field and select the field type from a dropdown menu. Options include: text field, number, password field, text box, date field, and checkbox. Validation uses standard JavaScript RegExp constructor for validating Field input values entered by end-users. Entering a RegExp validation string will check against the input value. Include a description of the field of validation (optional). Select “Save” and a popup confirms that the asset has been saved. The new field now shows on the Asset Type Field Page. How To: Add Interim Notes with a Task without Completion 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. How To: Add Meters to a Task Template To add a meter to a task template, go the the Task Template Tab on the Settings Page of the Assets Module. Select the three-dot icon to the right of the task template you wish to add a meter to, opening the task template context menu. Select "Meters". This opens the Meters for Task Templates Modal. Select the "Add Meter" button, opening the Add Meter Modal. Specify the Meter Type and input a title and any relevant notes regarding the new meter for the task template. The fields visible on the Add Meter Modal will vary based on the meter type selected. Select "Save" and the new meter will show on Meter Modal for the task template. How To: Add Tasks to a Task Template To add tasks to a task template, go to the Task Template Tab on the Settings Page of the Assets Module. Select the three-dot icon to the right of the task template you wish to add a task to opening the Task Template Context Menu. Select "Tasks". This opens the Task Template Task Schedule. Select the "Add Task" button beneath the page header. This opens the New Task Modal. Input the information for the New Task and select the "Save" button. For a detailed explanation on creating new tasks, refer to the How To Add a Task to an Asset. How To: Create a New Task on the Task Schedule There are three tables in the People Module than can be customized for your organization's specific needs. The Users Table (on the Users Page of the People Module), the Users Assigned to a Role Table (on the Assigned Users Tab of a certification role's Details Page), and the Users Associated with a Certification Table (on the Associated Users Tab of a certification's Details Page) are all customizable. How To: Edit the People Module Users Table {{@103}} How To: Edit the People Module Users Assigned to a Role Table {{@101}} How To: Edit the People Module Users Associated with a Certification Table {{@102}} Customizable user account information fields can be created and utilized in the tables as needed. How To: Add a Custom / Additional User Account Information Field {{@856}} A pop up confirms that the task has been saved. The new task now shows on the task schedule for the task template. How To: Apply a Task Template to the Task Schedule 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. How To: Apply a Task Template to the Task Schedule 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. How To: Apply a Task Template to the Task Schedule {{@497}} 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.  How To: Create a New Task Schedule Template {{@471}} 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. 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.  How To: Create a New Task Schedule Template 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. 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. How To: Archive an Asset or Component 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. How To: Assign / Unassign Users and Certification Roles to an Asset 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. How To: Attach an Asset Library File to an Asset To attach an Asset Module library file to an asset, open the Manage Assets Page in the Assets Module on the Main Menu. 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. Select the “Library” button to open the Library Modal. Input the file name or a word in the title and press “Go” to search for the file. Use the plus and minus sign icons to expand and collapse the modal. Click the paperclip icon to attach the file to the asset. The new file will now show in the asset's Files Modal. How To: Bulk Assign / Unassign Assets To bulk assign / unassign users to assets, open the Manage Asset Page in the Assets Module on the Main Menu. Click the three-dot icon to the right of the Manage Assets Page header opening the Manage Assets Page Context Menu. Select “Bulk Assign/Unassign Assets” from the context menu to open the Bulk Assign/Unassign Page. From the User/Certification Role dropdown menu, select the individual user or certification role that you wish assign/unassign assets to. The Bulk Assignment Table is now visible. Selecting the plus or minus sign icon to the left of the filter box will expand/collapse the assets and their components in the table. Selecting the plus or minus sign icon to the left of the asset title in the table will expand/collapse the specified asset. Selecting the checkbox assigns the asset to the user/certification role. Deselecting a checkbox unassigns the asset from the user/certification role. Changes are automatic on the Bulk Assign/Unassign Page and do not need to be saved to be reflected in the system. How To: Bulk Export Asset Information 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. Helpful Hints for Bulk Importing Asset Information Field Comments / Notes Temp ID for Create New Modify Existing on Import Exist ID This is a unique ID generated by the system. If assets have already been created, download an export to identify the ExistID. Parent ID Input the ExistID generated by KAStrack for the parent asset/component. Export all assets to determine what the ExistID is for the parent assets. Title Input the asset title. Descriotion Input a description for the asset. Manufacturer Input the manufacturer of the asset. Leave blank if it does not apply. Model Number Input the asset’s model number. Leave blank if it does not apply. Serial Number Input the asset’s serial number. Leave blank if it does not apply. Critical Component If the asset has a critical component designation, input Y. If the asset does not have a critical component designation, input N. Critical Spares Tagging Expired Cert Roles Allowed To Leave the checkbox unchecked: [blank], 0, false, n, no To Select the checkbox: 1, true, y, yes Alert Past Due to OK Status To Leave the checkbox unchecked: [blank], 0, false, n, no To Select the checkbox: 1, true, y, yes Alert on Change to Warn Status To Leave the checkbox unchecked: [blank], 0, false, n, no To Select the checkbox: 1, true, y, yes Alert on Change to Past Due Status To Leave the checkbox unchecked: [blank], 0, false, n, no To Select the checkbox: 1, true, y, yes Asset Type When uploading mixed asset types, the last field of the CSV must be the asset type (or blank for no asset type). 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. How To: Bulk Import Asset Information 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. How To: Change a Manufacturer's Name To edit the name of a manufacturer, go to the Manufacturers Tab on the Settings Page of the Assets Module. Select the three-dot icon to the right of the manufacturer whose name you wish to change. Select "Edit" from the Manufacturers Context Menu opening the Edit Manufacturer Modal. Make the necessary changes and select the "Save" button. A pop up confirms that the edits to the Manufacturer have been saved, and the changes are now reflected in the Manufacturers Table. How To: Change a Task Template Name To change a task template name, go to the Task Template Tab on the Settings Page of the Assets Module. Click the three-dot icon to the right of the Task Template whose title you wish to change and select "Edit" from the Task Template Context Menu. This opens the Edit Task Template Modal, where the name can be altered. Make the desired changes and select the "Save" button. A pop up confirms that the template has been edited, and the change is reflected on the Task Template Table. How To: Change an Asset Type Name To change an Asset Type name, go to the Asset Type Tab on the Settings Page of the Assets Module. Click the three-dot icon to the right of the Asset Type whose name you wish to change, opening the Asset Type Context Menu. Select "Edit" opening the Edit Asset Type Modal. Edit the Asset Type name as desired and select the "Save" button. A pop up confirms that they asset type has been edited, and the changes in the title are now reflected on the Asset Type Table. How To: Change the Status of a Meter Type To change the status of a meter type, go to the Meter Types Tab on the Settings Page of the Assets Module. Select the three-dot icon to the right of the meter type ID whose status you want to change opening the Meter Types Context Menu. How To: Clean Manufacturers To clean your manufacturers table, go to the Manufacturers Tab on the Settings Page of the Assets Module. Cleaning Manufacturers will remove any manufacturers with no name associated with them and to merge any duplicate manufacturers listed. Click the "Clean Manufacturers" button beneath the Manufacturers header opening the Clean Manufacturers page which states, "Please do a backup first. When the backup is done, come back here and press continue." WIKI LINK HOW TO DO A BACKUP BEFORE CLEANING MANUFACTURERS Select "Continue". When the cleaning is complete, the system will state the number of manufacturers with no names removed and the number of duplicate manufactures merged. Click the "Back to Manufacturers" button to return to the Manufacturers Tab of the Settings Page. How To: Copy and Rename a Task To copy a task, open the Task Schedule Page for the asset that contains the task you wish to copy. How To: View an Asset's Task Schedule 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. 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. How To: Copy and Rename a Task Template To copy and rename a task template, go to the Task Template Tab on the Settings Page of the Assets Module. Select the three-dot icon to the right of the task template you wish to copy opening the Task Template Context Menu and select "Copy". This opens the Copy Task Template Modal, where a title for the newly copied task template can be altered. Select the "Copy" button and pop up confirms that the task template was copied. The new Task Template is now visible in the Task Template Table. How To: Copy and Rename an Asset 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. How To: Create a Meter Type To create a new meter type, open the Meter Types Tab on the Settings Page of the Assets Module. Select “Add Meter” opening the New Meter Type Modal. This opens the New Meter Type modal. Input the desired meter type title and description. Include the units associated with this meter type. Meter units should always be entered in plural form. Input an integer to determine the number of place values after the decimals you would like recorder. Input 0 if you do not want to see any values after the decimal. The Input Option dropdown menu has three options: Actual, Elapsed, Both. If you select both, a user can input the actual reading and elapsed value will be calculated. A user can also input the elapsed reading and the actual will be calculated. Select the “Save” button and the New Meter Type will be created and now shows on the Meters Tab on the Settings Page of the Assets Module. How To: Create a New Asset To create a new asset, open the Manage Assets Page in the Asset Module and click the plus sign (+) icon to open the New Asset modal. You can also access the New Asset Modal by clicking the three dot (…) icon and selecting “Create Asset” from the context menu. The New Asset Modal requires the entry of an Asset Title. Optional fields include an asset description, tags, manufacturer, model number, serial number, and critical spares. Select the "Critical Component" checkbox to designate this asset as a critical component. This term is subjective for your organization to define. Designating an asset as a critical component will result in a hazard symbol being used as a visual indicator. Critical items are prioritized and show separately on the Assets Module Summary. An entire asset is designated as a critical. All components and associated tasks will also have a critical component designation. KAStrack’s default setting prevents users with an expired certification role from performing tasks (such as completing tasks, recording faults, and updating meter readings. Select the “Allow users who are expired in assigned certification roles to perform tasks” checkbox to allow a user to perform tasks regardless of their assigned certification role status. The remaining three checkbox options all relate to asset status alert preferences. The “Send an alert when the asset changes from Past Due to OK” checkbox will send an alert via email to the assigned users when the task status changes from past due (red) to current/up to date (green). The “Send an alert when the asset changes to Warn” checkbox will send an alert via email to all users assigned to the asset when the task status changes from current/up to date (green) to warn (yellow). The “Send an alert when the asset changes to Past Due” checkbox will send an alert via email to all users assigned to the asset when the task status changes to past due (red). Asset Types are customizable to your company and are created on the Settings Page of the Asset Module.   Once an asset type has been created, y ou can select one from the dropdown menu in the New Asset Modal to enable additional filtering capabilities.   Asset Types allows your organization to add customizable fields unique to individual assets. How To: Create a New Asset Type To create a new asset type, open the Asset Types Tab on the Settings Page of the Assets Module. Selecting the “Add Asset Type” button opens the New Asset Type modal. Input the title of the New Asset Type and click “Save”. The newly created Asset Type will now show in the table on the Asset Type tab on the Settings page and is ready for you to add fields to. How To: Add Fields to an Asset Type {{@496}} Select the “Save” button at the bottom of the New Asset Modal to create the new asset or click “Cancel” to close the modal without saving and return to the Manage Assets Page. After an asset is created, it will appear in the Manage Asset Table where it can be managed. How To: Create a New Asset Type To create a new asset type, open the Asset Types Tab on the Settings Page of the Assets Module. Selecting the “Add Asset Type” button opens the New Asset Type modal. Input the title of the New Asset Type and click “Save”. The newly created Asset Type will now show in the table on the Asset Type tab on the Settings page and is ready for you to add fields to. How To: Add Fields to an Asset Type In order to include unique, customized additional information regarding an Asset, you must first create an asset type and then add fields to it. This allows your organization to specify whatever information they choose to regarding their assets. How To: Create a New Asset Type {{@470}} To add additional fields to an asset type, go to the Asset Types Tab on the Settings Page of the Assets Module. Click the three-dot icon to the right of the Asset Type title to open the Asset Type Context Menu. Select "Fields" from the context menu opening the Asset Type Fields Page. Click the "Add Field" button opening the New Field Modal. Input a label for the field and select the field type from a dropdown menu. Options include: text field, number, password field, text box, date field, and checkbox. Validation uses standard JavaScript RegExp constructor for validating Field input values entered by end-users. Entering a RegExp validation string will check against the input value. Include a description of the field of validation (optional). Select “Save” and a popup confirms that the asset has been saved. The new field now shows on the Asset Type Field Page. How To: Create a New Task on the Task Schedule To create a new task for a specific asset, open the Task Schedule Page of the relevant asset. How To: View an Asset's Task Schedule 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. 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. Customized Trigger Settings How To Links Table Customize Trigger Settings with a One Time Period Customize Trigger Settings with a Generate Every Period Customize Trigger Settings with an Every (strict) Period Customize Trigger Settings with a Generate Every Period Customize Trigger Settings Based on an On Expiry Period Customize Trigger Settings Based on Pre-Existing Tasks 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. How To: Create a New Task Schedule Template 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. How To: Create a Permissive Task Group 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. How To: Create New Module Levels (Assets Module) To create a new module level with customizable permissions in the Assets Module, go to the Module Level Tab on the Settings Page of the Assets Module. Select the “Add Module Level” button opening the New Module Level Modal. Selecting “New Module Level” on the Manage Module Levels page opens the New Module Level modal. Input the name of the customized model level. Any users with the selected certification roles will automatically get the permissions for this Assets module level. You have the option to assign the people associated with specific roles to the new module level and add any notes. Select “Save.” Module levels will be listed alphabetically. Users must select which permissions are allowed for a customized module level. Select the bullet list icon in the Actions Column of the new Module Level opening the Module Level Permissions Modal. Click the checkboxes to assign permissions to the new Module Level. Select “Save” and the permissions have been assigned to the Module Level. Access levels for all modules can also be managed in the Site Settings Module under Access Levels. How To: Customize Trigger Settings Based on an On Expiry Period 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. How To: Customize Trigger Settings Based on Pre-Existing Tasks 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. How To: Customize Trigger Settings with a Generate Every Period 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. How To: Customize Trigger Settings with a One Time Period 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. How To: Customize Trigger Settings with an Every (strict) Period 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. How To: Customize Trigger Settings with an Every Period 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. How To: Defer a Task To defer/postpone a task for completion at a future time, open the Task Schedule Page for the Asset of interest. How To: View an Asset's Task Schedule 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. 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. How To: Delete a File Attached to a Task To delete a file attached to a specific task, open the Task Schedule Page for the asset of interest. How To: View an Asset's Task Schedule 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. 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 with two icons to the right. To delete the file, click the X icon to the right of the File Title, opening the Delete Files Confirmation Modal. Click the "Confirm" button and the file will be deleted from the Task Files. The file itself will not be deleted. How To: Delete a File from the File Library To delete a file from the Asset Module's File Library, select the Files Page in the Assets Module on the Main Menu. Click the three-dot icon to the right of the file you wish to delete from the File Library Table to open the Files Context Menu. Select "Delete" from the context menu opening a Delete File Confirmation Modal which states, "Please confirm that you wish to delete this file." Click the "Confirm" button and a pop up will confirm that the file has been deleted. A file cannot be deleted unless it is not referenced by anything. How To: Delete a Manufacturer To delete a manufacturer, go to the Manufacturers Tab on the Settings Page of the Assets Module and click the three-dot icon to the right of the manufacturer you wish to delete opening the Manufacturers Context Menu. Select "Delete" from the context menu opening the Delete Manufacturer Confirmation Modal which states, "Please confirm that you wish to delete this manufacturer." Select the "Confirm" button and a pop up confirms the manufacturer has been deleted. The deleted Manufacturer has been removed from the Manufacturer Table. How To: Delete a Meter Type To delete a meter type, go to the Meter Types Tab on the Settings Page of the Assets Module. Click the three-dot icon to the right of the meter type ID that you wish to delete opening the Meter Types Context Menu. Select "Delete" from the context menu opening the Delete Meter Type Confirmation Modal which states, "Please confirm you wish to delete this meter type." Select the "Confirm" button. A pop up confirms the Meter Type has been deleted and is removed from the Meter Type Table. How To: Delete a Task To delete a task, open the Task Schedule for the asset whose task you wish to delete. How To: View an Asset's Task Schedule 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. 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. How To: Delete a Task Template To delete a task template, go to the Task Template Tab on the Settings Page of the Assets Module. Select the three-dot icon to the right of the Task Template you wish to delete, opening the Task Template Context Menu. Select "Delete". This opens the Deletion Confirmation Modal which states, "Please confirm that you wish to delete this task template." Select the "Confirm" button and a pop up confirms that the task template has been deleted. The deleted Task Template no longer shows on the Task Template Table. How To: Delete an Asset or Component To delete an asset or component, it must first be archived. How To: Archive an Asset or Component 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. To delete an archived asset or component, open the Manage Assets Page of the Assets Module. Select the three dot (…) icon to the right of the asset/component that you wish to delete, opening the context menu. Select “Delete” opening a Confirmation Modal that states, “Please confirm that you wish to delete ASSET NAME. This will also delete any tasks and subcomponents.” Select “Confirm” and the asset/subcomponent will no longer show in the Asset Table on the Manage Assets Page. How To: Delete an Asset Type To delete an asset type, go to the Asset Type Tab on the Settings Page of the Assets Module. Click the three-dot icon to the right of the asset type you wish to delete, opening the Asset Type Context Menu. Select "Delete" opening the Delete Asset Type Confirmation Modal which states, "Are you sure you want to delete this asset type?" Click the "Delete" button and a pop up will confirm that the asset type has been deleted. The deleted asset type no longer shows in the Asset Type Table. How To: Delete an Asset Type Field To delete an asset type field, go to the Asset Types Tab on the Settings Page of the Assets Module. Click the three-dot icon to the right of the asset type that contains the asset type field you wish to delete opening the Asset Type Context Menu. Select "Fields" from the context menu opening the Asset Type Fields Table. Click the three-dot icon to the right of the Field Label opening the Asset Type Fields Context Menu. Select "Delete" from the context menu opening the Delete Asset Type Field Confirmation modal. Select "Delete" and the field is removed from the Asset Type Fields Table. How To: Delete Historical Task Records To delete the historical records associated with an asset task, open the asset's History Page. How To: View an Asset's Historical Logs 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. 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. How To: Delete Multiple Tasks Simultaneously on the Task Schedule To delete multiple tasks on a task schedule at the same time, open the Task Schedule you wish to edit in the Assets Module. How To: View an Asset's Task Schedule 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. 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. How To: Display Select Tasks in the Task Schedule Table To display completed tasks or generator tasks in the task schedule table, open the relevant asset's Task Schedule Page. How To: View an Asset's Task Schedule 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. Use the checkboxes to “Show completed tasks” and “Show generator tasks” on the Task Schedule Table. Once selected, the Task Schedule Table will refresh to include the selected tasks. How To: Download a File Attached to a Task To download a file attached to a specific task, open the Task Schedule Page for the asset of interest. How To: View an Asset's Task Schedule 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. 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 with two icons to the right. To download the file, click the cloud icon to the right of the File Title, opening the View Files Modal. Clicking the document title or the download button will download the attached file to your personal device. How To: Download a File from the Asset File Library To download a file from the Asset Module File Library, select the Files Page in the Assets Module on the Main Menu. Click the three-dot icon to the right of the file you wish to download in the File Library Table to open the Files Context Menu. Select "Download" from the context menu and the file will automatically be downloaded to your personal device. How To: Download Historical Task Attachments To download attachments associated with historical tasks, open the History Page of the relevant asset. How To: View an Asset's Historical Logs 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. 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. How To: Edit a File's Details in the File Library To edit the details associated with a file in the Asset Module File Library, select the Files Page in the Assets Module on the Main Menu. Click the three-dot icon to the right of the file you wish to edit the File Library Table to open the Files Context Menu. Select "Edit" from the context menu opening the Edit File Modal. Changes to the file version number, title, and description can be made directly in the modal. Select the "Save" button and a popup confirms that the file edits have been saved. The changes are reflected on the File Library Table. How To: Edit a Meter Type To edit a meter type, go to the Meter Types Tab on the Settings Page of the Assets Module. Select the three-dot icon to the right of the meter type ID you wish to edit opening the Meter Type Context Menu. Select "Edit" from the context menu opening the "Edit Meter Type" modal. Make any desired changes and select the "Save" button. A pop up confirms that the changes to the meter type were saved. How To: Edit a Task To edit a task associated with an asset, open the Task Schedule Page for the asset whose task you wish to edit. How To: View an Asset's Task Schedule 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. 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. How To: Edit an Asset 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. How To: Edit an Asset Type Field To edit a field associated with an asset type, go to the Asset Types Tab on the Settings Page of the Assets Module. Select the three-dot icon to the right of the asset type whose field you wish to edit opening the Asset Types Context Menu. Select "Fields" from the context menu opening the Asset Type Field Table. Click on the three-dot icon to the right of the field you wish to edit opening the Asset Type Fields Context Menu. Select "Edit" opening the Edit Field Modal. This modal will vary based on the field type associated with the field. Make the desired changes to the field and select the "Save" button. A pop up confirms that the Asset Type Field has been changed, and the edits are reflected on the Asset Type Fields Table. How To: Edit the Date / Time of Task Completion for Historical Tasks 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. How To: Log a Task has been Completed 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. How To: Mark an Asset as Out of Service 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. How To: Mark Multiple Trasks as Complete on the Task Schedule 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. How To: View an Asset's Task Schedule 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. 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. How To: Move an Asset/Component to another Asset/Component 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. How To: Record a Fault 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. How To: Refresh the Task Schedule Table 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. How To: Return an Out of Service Asset to Service To return an out of service asset to service, 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 return to service opening the context menu. Select “Task Schedule” opening the asset's Task Schedule Page.   Select the “Return to service” button opening a confirmation modal stating, “Are you sure you wish to return this asset to service?” Select “Confirm” and the asset will be returned to service. A modal stating, “(ASSET NAME) was returned to service,” will temporarily appear. The asset is now returned to service and the task status reflects completed/past due tasks. How To: Run an Asset Report 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. Asset Report Type Explanation Table Report Type Assets Report Modal Image Description / Notes Asset Status Report Modal Options to include within the report include the following, which are selectable via checkbox: Include Subcomponents Include Green Tasks Include Out-of-Service Components Expand Permissive Groups Tasks Due in the Next Report Modal The “Tasks Due in the Next” Report allows the user to identify all upcoming tasks due over a customizable period of days / weeks / months / years. The report can be generated based on a period or usage. Tasks Due By Report Modal The “Tasks Due By” Report provides the same information, but allows the user to enter a specific calendar date. Both reports allow the user to include subcomponents if desired. The report can be generated on a period or usage. Task Summary Report Modal The Task Summary Report provides a summary of the status of all tasks. This report does not list all tasks associated with an asset. Tasks Completed Report Modal The Tasks Completed Report Modal shows all tasks completed in a 30/60/90-day window or a specified date range. Each Asset Report can be viewed as a report in KAStrack's Report Module, a PDF File, or an Excel Document. 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. How To: Run Reports on Historical Task Data To run reports on historical task records, open the relevant asset's Asset History Page. How To: View an Asset's Historical Logs 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. Click the numbered list icon to the right of the Task Log header opening the Tasks Reports Modal. How To: Update a Meter Reading 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. How To: Upload a File to an Asset To upload a file to an asset, 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 upload a file to. 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. Click the "Upload" button opening the Upload File Modal. Click the "Choose File" button and select a file from your personal device. Once uploaded, the file name will show at the top of the modal. The original file name will be used as the file title unless edited here. Indicate the file version and input a description if desired. Select the "Save" button. The new file now shows in the asset's Files Modal. How To: Upload a Task File 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. How To: Upload Files to a Task after a Task has been Completed To upload files to a task after a task has been completed, open the relevant asset's History Page. How To: View an Asset's Historical Logs 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. 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. How To: View a File Attached to a Task To view a file associated with a specific task, open the Task Schedule Page for the asset of interest. How To: View an Asset's Task Schedule 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. 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. How To: View a Manufacturer's Key Information To view the relevant information associated with a manufacturer, go to the Manufacturers Tab on the Settings Page of the Assets Module. Click the three-dot icon to the right of the manufacturer whose key information you wish to view. This opens the Manufacturers Context Menu. Select "View" from the context menu opening the Manufacturer Modal. Any assets, task templates, or files associated with the manufacturer will show on this modal. The Manufacturer Modal is read-only. Select "Close" to return to the Manufacturers Tab on the Settings Page. How To: View a Meter Type's Key Information To view the key information about a specific meter type, go to the Meter Types Tab on the Settings Page of the Assets Module. Select the three-dot icon to the right of the meter type ID opening the Meter Type Context Menu. Select "View" from the context menu opening the View Meter Type Modal which states all information regarding the specific meter type. The View Meter Type Modal is read-only. Select the "Close" button and return to the Meter Types Tab on the Settings Page. How To: View Additional Notes Associated with a Task 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. How To: View all Components on an Asset's Task Schedule Page 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. How To: View an Asset's Task Schedule 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. 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. How To: View an Asset's Components To view any components associated with a parent asset, go to the My Assets Page in the Assets Module on the Main Menu. Use the filters as needed to identify the assets whose components you wish to view. Click the three-dot icon to the right of the asset's title opening a context menu. Select "View Components" from the context menu opening the Asset Component Page. An expanded view of all asset components will now be visible in the Asset Component Table. How To: View an Asset's Cost/Time Summary 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. How To: View an Asset's Historical Logs 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. How To: View an Asset's Summary Modal 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. How To: View an Asset's Task Schedule 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. How To: View File's Associated with an Asset/Component 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. How To: View Historical Logs for a Specified Task 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. How To: View an Asset's Task Schedule 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. 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. How To: View Task Details 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. How To: View an Asset's Task Schedule 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. 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. How To: View the Details of a File in the File Library To view the details associated with a file in the Asset Module File Library, select the Files Page in the Assets Module on the Main Menu. Click the three-dot icon to the right of the file you wish to view in the File Library Table to open the Files Context Menu. Select "View" from the context menu opening the View File Modal. The read-only View File Modal shares the file's title, version number, description, and includes and references to tasks that use the file. Click the "Close" button to return to the Files Page. How To: View the Fields Associated with an Asset Type To view the information associated with an asset type, go to the Asset Types Tab on the Settings Page of the Assets Module. Click the three-dot icon to the right of the asset type whose details you wish to view opening the Asset Type Context Menu. Select "View" opening the View Asset Type Modal, stating the title of the Asset Type and the fields that are associated with it. The View Asset Type Modal is read-only. Select the "Close" button and return to the Asset Types Tab.